In short: A "heavily qualified tout" from March 24th, 2025 near $13 — equivocal because BTU "primarily produces thermal coal which is more environmentally unfriendly." It "went on to triple from there," but "since March it has come down very hard, to the $22 vicinity." "That's still a nice gain and we had suggested partial gain-harvesting when it was just under $24." Cited as the sharpest example of the group's recent weakness (the reason YACAF's slide "is not surprising"). A past winner with profits already partially taken — no fresh buy call this week.
Peabody is the big American thermal-coal producer. Hay recommended it in March 2025 at around $13 but with obvious reluctance — thermal coal is the dirtiest end of the business, so the endorsement was, in his words, "heavily qualified." The stock then tripled. He suggested taking some profits just under $24, which turned out to be good timing: it has since fallen hard, to about $22.
He isn't recommending it again this week. It appears here as context — proof that the whole coal group has been beaten up lately, which is why his Australian pick Yancoal falling was "not surprising." The practical lesson embedded in the story is his standard discipline: when a speculative, ethically-uncomfortable position triples, harvest part of the gain rather than riding the entire position through the round trip.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.