Nick Lawson

Head of Content, Blockworks
· tracked since May 2026
Calls
1
Win Rate
0.0%
return
-19.3%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
CLCH.TO Long -19.3%
Most Mentioned
CLCH.TO ×1
Recent Calls
CLCH.TO Long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 100%
90d 0%
Average Return -19.3% Long Return -19.3% Short Return -
Average Return
7d -3.0%
30d +14.8%
90d -21.5%
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Side
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Thesis
Theme
Source
Long
May 05
$1.35
-19.3%
Clinch Resources: undervalued met coal play.
Metallurgical coal is essential for steel production, which is needed for defense, energy transition, and infrastructure. Supply is structurally constrained due to ESG stigma, regulatory hurdles (e.g., Canada's 40% tax), and long lead times for new mines. Clinch Resources (CLCH CN) trades at about 2x EBITDA versus 5-6x for peers, owns high-quality West Virginia met coal on the US critical minerals list, and stands to benefit from rising demand and supply tightness.
Metals & Mining
Showing 1 of 1 calls · sorted by mentions

Nick Lawson has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: CLCH.TO.