Nick Lawson

Head of Content, Blockworks
· tracked since May 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Win Rate - Long 1 Short 0
Win Rate
7d 0%
30d 100%
90d —
Average Return +0.0% Long Return +0.0% Short Return -
Average Return
7d -3.0%
30d +14.8%
90d —
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Thesis
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CLCH.TO Clinch R... Clinch Resources Ltd.
Long
May 05
$1.35
+0.0%
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.
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Nick Lawson has 1 trade idea tracked on Buzzberg across 1 ticker since May 2026. Most covered: CLCH.TO.