@YellowLabLife Avatar @YellowLabLife Yellow Lab Life Capital

Yellow Lab Life Capital posts on X about copper, in the, $glenl, $hcc the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence finance 42.99% countries 16.82% stocks 12.15% technology brands 9.35% social networks 6.54% travel destinations 4.67% cryptocurrencies 3.74% currencies 1.87%

Social topic influence copper #131, in the 11.21%, $glenl #20, $hcc #4, this is 6.54%, $whcax #9, gold 5.61%, lab #1538, if you 4.67%, company #3942

Top accounts mentioned or mentioned by @arrakisglobal @respeculator @coldmansax @praisekek @traderpamplona @inglouriouscap @alphaninja6 @sniffrocks @mining_monsters @torchincapital @buzz_lighter_ @midtownrob @riotinto @rampartnews @financialreview @markikn @statedept @onemoreif @willuking @johnhempton

Top assets mentioned Warrior Met Coal, Inc. (HCC) MP Materials Corp. (MP) Rio Tinto plc (RIO) Teck Resources Limited (TECK) Realio Network (RIO) BHP Group Limited (BHP) Agnico Eagle Mines Ltd. (AEM) USA Rare Earth, Inc. Class A Common Stock (USAR) Canadian Natural Resources Limited (CNQ) EGO (EGO) Ivanhoe Electric Inc. (IE) Energy Fuels Inc. (UUUU)

Top Social Posts

Top posts by engagements in the last [--] hours

"Not that it matters in a flush but Warrior Met Coal $HCC earnings after the bell will be interesting"
X Link 2026-02-12T19:22Z 27K followers, 13.6K engagements

"The fact there is a nonzero chance of this actually happening (what else can BHP buy for copper growth) even [--] years later just has the koala smiling on this "sell everything" day in the markets Here's my attempt at it. https://t.co/MdzwF86Ks9 Here's my attempt at it. https://t.co/MdzwF86Ks9"
X Link 2026-02-12T20:21Z 27K followers, 16.6K engagements

"Just eyeballing it Adriatic $adt.ax is what A$1bn market cap A$1.3bn enterprise value So call it US$1bn The koala thinks Graham Kerr and the South32 $S32.AX board should be asked why spending US$2 billion to build Hermosa Taylor is a better use of capital than putting a 30% premium in front of Paul Cronin using S32 paper or even using cash If we normalize this absurd zinc price assumption the EBITDA/FCF of Vares versus Taylor are in a similar zip code https://twitter.com/i/web/status/1758124863489749286 https://twitter.com/i/web/status/1758124863489749286"
X Link 2024-02-15T13:43Z 27K followers, 15.7K engagements

"No position in the eucalyptus tree but this recent initiation on Adriatic $adt.ax has a real zinger if you are a long suffering South32 $S32.ax shareholder or board member Considering Vares is BUILT the koala has to imagine every South32 shareholder wondering why FID Hermosa when 50% cash premium would probably get them Adriatic 50% premium would be a$6.20/sh Thats a$1.9bn or us$1.2bn Using Hermosa price deck NAV is A$7.80/sh 308mm shares So a$1.60 * [---] is a$500mm (us$350mm) of discount to NAV Or spend $2.1bn and multiple years (probably some construction capex inflation risk too) chasing"
X Link 2024-04-11T14:23Z 27K followers, 14.8K engagements

"Fully recognize this is a very bold call to sort of say no deal But this is the spark that catalyzes things at the majors Looks Anglo American $AAL.L has hung the for the sale sign in a creative way Mike Simon Garystart sharpening those pencils PS - how does a Teck $TECK deal happen until QB2 sorted Looks Anglo American $AAL.L has hung the for the sale sign in a creative way Mike Simon Garystart sharpening those pencils PS - how does a Teck $TECK deal happen until QB2 sorted"
X Link 2025-09-08T23:26Z 27K followers, 45.5K engagements

"Now that the marker is set the koala hasnt had its eucalyptus tea yet in Beaver Creek but thats no excuse for some leaves off the tree The logical interloper Glencore $GLEN.L / BHP $BHP joint bid for Anglo $AAL.L Glencore pays cash for iron ore & coal BHP shares for Anglo Copper On the Teck side Agnico $AEM come on down for your Canadian champion deal with Teck $TECK The break fee here is only $330 million. Thats nothing in the scope of this deal both are basically inviting interlopers https://twitter.com/i/web/status/1965377778565701711 https://twitter.com/i/web/status/1965377778565701711"
X Link 2025-09-09T11:32Z 27K followers, 19.1K engagements

"As a thought exercise the koala has to guess whose next for govt dosh besides deep sea miners: Ivanhoe Electric $IE This is literally the market environment Robert has dreamed of since [----] He has been saying "tyranny of NPV" last few years new investors to the sector say "what's NPV" They've never heard him present before it's intoxicating the first time It's a mine in the USA it's ready to be built in this administration And given Cactus across the highway (with Hudbay as a strategic shareholder who has growth ambitions beyond Copper World) there is some M&A optionality for a few things"
X Link 2025-10-13T14:03Z 27K followers, 13.7K engagements

"In all seriousness the Anglo $AAL.L $NGLOY board and mgmt are going to have to answer for this if Glencore $GLEN.L says they prefer Line [--] over a QB2 joint venture or not convinced which is superior at the December CMD The current Anglo share price assumes the QB/Collahuasi joint venture actually happens you ever negotiated with Glencore when they have leverage and after GlenTeck [----] it might be a little personal Line [--] v JV economics will be a fun debate in markets next [--] months especially if QB2 missed guidance even one more time $BHP clearly putting a marker out with a number above the"
X Link 2025-11-25T00:57Z 27K followers, [----] engagements

"Absolute master stroke by Energy Fuels $EFR.TO $UUUU here The metallization technology ASM $ASM.AX controls at their South Korean facility is strategic and world class LCM is in $USAR ASM is in EFR The two western metallization facilities are spoken for And like the Koala mentioned earlier today where is $MP on metallization Where are all these companies on their upstream sourcing strategies A metaphorical refinery isn't worth much without an oil field Mt Pass Mt Weld don't have big heavy REE compositions Where are they on recycling Will magnet producers get over metallization being done by a"
X Link 2026-01-20T22:51Z 27K followers, 30.1K engagements

"So this is a fabulous follow on point on GlenTinto $GLEN.L $RIO.L $RIO.AX the Koala has heard from a few people "large scale M&A bad" Two points: Alcan was a cash deal funded with leverage (as we've seen since then in the sector lesson learned can't recall last time someone "bet the company" on a merger in big mining) GlenTinto would be in all shares deal where exactly is the damage or fear of doing it top of cycle We can debate where the two "commodity baskets" are in relation to "cycle average" but an all shares merger isn't going to result in an upside down balance sheet here To the "you"
X Link 2026-01-24T20:43Z 27K followers, [----] engagements

"Now known at Varvara Development Group take one guess who became the Executive Chairman in November [----]. Hats off to them hope they make an absolute killing on this next one but Eldorado shareholders who sold it to them probably rightfully should have some questions 4/n"
X Link 2026-02-02T22:49Z 27K followers, [----] engagements

"@midtown_rob When primary and what projected IRR"
X Link 2026-02-03T13:13Z 27K followers, [---] engagements

"Sorry @ArrakisGlobal but Gary gets GOAT status if this deal closes on these terms for Glencore $GLEN.L on top of GlenTinto 40% of African Copper at a $9 billion implied enterprise value Brilliant absolutely brilliant https://www.prnewswire.com/news-releases/proposed-acquisition-by-us-backed-orion-critical-mineral-consortium-of-a-strategic-stake-in-glencores-drc-assets-302677770.html https://www.prnewswire.com/news-releases/proposed-acquisition-by-us-backed-orion-critical-mineral-consortium-of-a-strategic-stake-in-glencores-drc-assets-302677770.html"
X Link 2026-02-03T15:33Z 27K followers, [----] engagements

"That looks funny and out of the ordinary. Wonder if theres something theremaybe we should take a look *private company life is so much fun"
X Link 2026-02-04T03:04Z 27K followers, [----] engagements

"Been sizing up OnGold $ONAU.V in the eucalyptus tree opportunistically As the tungsten price mechanism shows we are at the warehouse floor in terms of inventory the Koala been reflecting on a couple points/themes "Everything" works at $1400/MTU and we know how that ends one day so what is super geopolitically strategic priority will eventually be projects that works "full cycle" Like it or not if your EBITDA disappears at $4-500/MTU you probably are not "full cycle" And that's why the Koala thinks the tungsten by-product potential of Monument Bay should at minimum make the company worth more"
X Link 2026-02-04T15:21Z 27K followers, [----] engagements

"For those that have read the Koalas views on GlenTinto not happening here is the other side from a reporter/columnist whose work Ive respected for many years I fundamentally disagree with practically all of it but its a worthwhile discussion to see the other side presented with such witty ruthless clarity Glencore is a company whose criminality is genomic. In its very DNA lies a flagrant disregard for the law and indeed human life. @RioTinto might just as well explore a merger with the Camorra. My monthly @rampart_news column in the @FinancialReview: https://t.co/HrAxflp1HM Glencore is a"
X Link 2026-02-06T04:23Z 27K followers, 10.1K engagements

"@Mark_IKN At minimum the fact Craig hasnt fallen on his sword for his comments at vric is shocking"
X Link 2026-02-11T02:19Z 27K followers, [----] engagements

"A few scattered thoughts on Barrick $B right now TLDR is Barrick Copper - First Quantum $FM.TO should merge 1) Reko Diq was Mark's baby unclear what the driving motivation will be to keep pushing great project but "unique" zip code 2) The copper business can go / non-core Who is brilliant at both building project and operates in Zambia 1/n https://twitter.com/i/web/status/1974145392762564965 https://twitter.com/i/web/status/1974145392762564965"
X Link 2025-10-03T16:11Z 27K followers, 21.2K engagements

"A mentor confidant and trusted peer asked the koala this week so what happens after warrior $hcc delivers the capital return framework and its a triple digit stock Koala: Whitehaven $whc.ax in so many many uncomfortable ways Whitehaven. If smart theyd even merge"
X Link 2025-12-05T23:12Z 27K followers, 10.3K engagements

"@ColdmanSax @StateDept Reading this back [--] months later its almost like someone read this slapped an Orion logo on it for phase [--] and never paid the Koala for the idea"
X Link 2026-02-15T16:54Z 27K followers, [----] engagements

"While also a Whitehaven Coal $WHC.AX shareholder as a Glencore $GLEN.L and a disturbingly large (for the eucalyptus tree) Warrior Met Coal $HCC shareholder The koala wakes up and thanks the good lord everyday for the stupidity of Queensland politicians"
X Link 2025-08-22T01:35Z 27K followers, [----] engagements

"Probably just feeling the urge to trade in the eucalyptus tree but the Koala has bought some Ivanhoe Mines $IVN.TO for first time in a long time It's well socialized the 2026/27 guide is coming but more then that what else can you buy of large cap size that's pure play Teck = QB2 risk + deal First Quantum = Panama Lundin (own it) = Vicuna (if QB2 burned you do you go back to the high Andes) Freeport = monitoring Grasberg situation If the guide clean it becomes natural hiding spot for copper bulls Also bought one other copper name. https://twitter.com/i/web/status/1967675035012767992"
X Link 2025-09-15T19:41Z 27K followers, 12.7K engagements

"The koala is shocked to see Gold Royalty Corp $GROY trading below bought deal price Good accretive deal great seller who has a valid reason to transact (an illiquid royalty where the operator of the asset is changing)"
X Link 2025-12-08T15:26Z 27K followers, [----] engagements

"The Koala bought some $CNQ calls This just seems like an absurd overreaction"
X Link 2026-01-05T17:19Z 27K followers, 18.7K engagements

"If the General overthrows the VP in Caracas tonight does that mean $CNQ goes back to $35 and then up 7-8% more because Venezuela just lost the technocrat politician who kept their oil industry a float (as we kept being told by the media today)"
X Link 2026-01-06T01:55Z 27K followers, 12.9K engagements

"The koala will see you all in Valhalla Password (h/t @OneMoreif and @Will_UKing ) issay it with me Whats my NAME $WHC.AX Been focused on another gold shitco today but just noticed $WHC.AX has tagged $9 for the first time in [--] months. future ASX50 stock #coaltwitter Been focused on another gold shitco today but just noticed $WHC.AX has tagged $9 for the first time in [--] months. future ASX50 stock #coaltwitter"
X Link 2026-01-21T03:19Z 27K followers, [----] engagements

"Itll never not be hilarious to the Koala that the Neptune Coal Terminal expansion cost C$800 million finished in [----] The Fording River acquisition cost c$14 billion in [----] which was basically to buy in the 48% not already owned of Elk Valley (so do the math on 100% implied value) And Glencore got all of it for US$9 billion enterprise value in [----] and its still a multi-decade reserve/resource business https://twitter.com/i/web/status/2015522286259052553 https://twitter.com/i/web/status/2015522286259052553"
X Link 2026-01-25T20:28Z 27K followers, [----] engagements

"Warrior $HCC getting smashed because funds are hedging their USA Rare Earths $USAR allocations via Ramaco $METC and thus anything correlated to Ramaco is hilarious Also would flag The Metals Company $TMC getting smoked on this on the same basis Personally the Koala thinks that's an opportunity If the deal window is open Gerard is going to go for it and get one https://twitter.com/i/web/status/2015878876191457667 https://twitter.com/i/web/status/2015878876191457667"
X Link 2026-01-26T20:05Z 27K followers, 13.1K engagements

"Gave it a day to trade before saying anything beyond it's tweet this morning but let's talk Eldorado $EGO - Foran $FOM.TO TLDR - think we have to price in a real probability the deal fails to get Eldorado shareholder approval if we see another 10-15% underperformance to $GDX into the vote (today was 9%) That's an activist shareholder's dream pitch: "Here's how we all get back 33% of relative performance (1/.75 = 1.33) Vote down this merger diversifying into copper" People are saying Eldorado shareholders are livid (the Koala would be too) but the Canadian culture is such that until someone"
X Link 2026-02-02T22:47Z 27K followers, [----] engagements

"Something John Hempton @John_Hempton said to the Koala when we were introduced and talked mining a couple years ago sort of resonates today The Koala brought up how wild the valuation was that Northern Star $NST.AX paid for DeGrey in all stock (gold price running can make an overpay look fine but the sentiment stands) John reminded the Koala that once Mattel bought "The Learning Company" in [----] in an all stock deal and while the deal turned out to be a catastrophic disaster it also signified something similar that made it almost an insta-short in John's eyes at the time the all stock"
X Link 2026-02-02T22:47Z 27K followers, [----] engagements

"Longwinded way of saying the Koala puts back on its failed pod monkey hat to say: Long $GDX / Short $EGO for 10% spread But long $EGO from there if that spread hits on the thesis "here comes an activist" The "Background to the Merger" will be fun reading in the Circular 5/n"
X Link 2026-02-02T22:49Z 27K followers, [----] engagements

"If you want something more fun than "GDX" as a long do a basket of $EQX $IAG $BTG All three of those are working hard to get ready for a wedding in [----] Probably Kinross $KGC for $BTG Clive and Kinross have danced before gives Kinross more Canada production in Goose Agnico $AEM for $IAG It's in Agnico's backyard Equinox $EQX acquirer is a harder one to predict but also the one the Koala thinks goes first that Minera Alamos $MAI.V share sale just felt like a "we won't be around independently to see the re-rate so cash is better to have" Going to guess it's either Alamos $AGI or Lundin Gold"
X Link 2026-02-02T22:50Z 27K followers, 17.2K engagements

"Thinking of making Whitehaven $whc.ax and Warrior $hcc should merge at nil premium the koalas newest personality dimension Paul and Kevin run it let Walt and Dale go into the sunset victorious after over a decade of excellence. Jack and ops keep running Alabama Alabama becomes cyclone insurance Pay dividends out of Aussie profits so there are franking credits US profits fund the buybacks Have the stock stay dual listed The basin/asset diversification makes for a more robust platform that should get a re-rate as Blue Creek ramps and the last year of BHP deferred/contingent falls away Would you"
X Link 2026-02-06T04:18Z 27K followers, [----] engagements

"Don't think $18.5 million will be beaten this cycle for "building" a fully permitted tungsten mill Congratulations to the Blue Moon $BMM $MOON.V team getting this closed Blue Moon Metals Closes Previously Announced Acquisition of the Springer Tungsten and Critical Metals Mine and Processing Plant Located in Nevada in Line with Recent Initiatives Under Section [---] of the Trade Expansion Act $MOON.V https://t.co/J8sU01qzUx Blue Moon Metals Closes Previously Announced Acquisition of the Springer Tungsten and Critical Metals Mine and Processing Plant Located in Nevada in Line with Recent"
X Link 2026-02-10T22:12Z 27K followers, 14.2K engagements

"Be sure to mark to market your Glencore models for the silver production from Kazzinc This is not a tweet just about Glencore"
X Link 2026-01-14T14:03Z 27K followers, [----] engagements

"Darren is brilliant and anyone young and meets the qualifications would be crazy not to apply to work with and learn from him I'm reposting this analyst job description to work with the extremely talented Darren Mclean who is the provider of mining research to Muddy Waters (LinkedIn blocked the previously posted job description): https://t.co/9BKvJb7sBA I'm reposting this analyst job description to work with the extremely talented Darren Mclean who is the provider of mining research to Muddy Waters (LinkedIn blocked the previously posted job description): https://t.co/9BKvJb7sBA"
X Link 2026-01-28T20:01Z 27K followers, 26.9K engagements

"The koala just walked out of a meeting Wow.just wow [--] years later GlenTinto ends the same way Looking forward to the post mortems on this from the various reporters Two immediate gut reactions for whatever they are worth: 1) If Rio Tinto $RIO can't do transformational M&A using paper because some of its Australian holders don't want to give up a piece of the iron ore business the case for breaking up Rio Tinto sort of writes itself. Because you basically cannot organically grow that copper business fast enough to actually move the needle at the group level And big cash M&A is going to be a"
X Link 2026-02-05T16:32Z 27K followers, 33.1K engagements

"Set aside the ongoing tragedy for a second To @TraderPamplona point that things maybe a touch frothy in some pockets of the sector Don uses $150 silver (spot is $75) fine w/e he is bullish the commodity But what grinds the koala's gears is the 15x multiple This is a single asset company yet to be in production but even once it is it's a [---] year reserve life If we assume the inferred resource converts to reserves you get maybe another 5-6 years Who pays 15x for a [--] year mine life Update from Vizsla Silver today (see link below). My response: Many think the Panuco project is dead or will be"
X Link 2026-02-12T21:37Z 27K followers, 16K engagements

"Tell the koala who that non-uranium major will be More likely tbh is Leigh does a JV with Maadan to try to bait Cameco one last time then either has to send it into construction (Professor Grant Isaac all along) or Cameco folds Which is why Maadan/Manaara making a bid cleanest But such a thin needle to thread"
X Link 2026-02-15T02:27Z 27K followers, [----] engagements

"Just to put into context the whispered "$10 billion gap" that Glencore $GLEN.L and Rio Tinto $RIO couldn't bridge.in an all share deal this is approximately what it really means Rio Tinto board and management concluded the following order of preference: 1) Own 66% of "GlenTinto" 2) Own 100% of Rio Tinto 3) Own 63% of "GlenTinto" Here is why that really just feels like an ego trip after so much flirtation between these two companies. You had to assume there was zero multiple uplift to come from being the supermajor because the combined spot EBITDA of these companies was $50 billion Whether 0.5"
X Link 2026-02-05T22:14Z 27K followers, 24.6K engagements

"This provoked a few people But re-reading what the Koala wrote last April about Gecamines (see @ColdmanSax tweet earlier today) And looking at the tea leaves around Robert and the broader Ivanhoe Group would not be surprised if some point this year we see BHP (or someone similar) buy Citic & Zijin out of their Ivanhoe Mines stakes You can't get Zijin out of the Kamoa Copper JV but you can get them out of the shareholder register of Ivanhoe Mines If it was BHP/FCX for 19.9% and the rest was the USG/Orion's USG fund.think that's win / win for everyone involved The fact there is a nonzero chance"
X Link 2026-02-15T22:21Z 27K followers, [----] engagements

"Uh.the Koala has bought a pile of Hudbay $HBM call options You all degenerately bid up every copper stock but this one when.Copper World is in Arizona AND has plans to produce cathode Sure we can argue that cathode is in the 2030s but.yea a world of $6/lb COMEX Copper World 8% after-tax NAV has to be close to the current market cap of Hudbay"
X Link 2025-07-08T18:34Z 27K followers, 13.1K engagements

"This just hit the Koalas inbox you have got to be kidding. The Aussies are livid this idea was even entertained. Truth be told it seems the big [--] in the Pilbara are viewed the way US Steel is viewed in USAyou are effectively SOE if not officially and dont you forget it Starting to get the sense we hear why do they even invest outside Australia they only destroy value when they do historically"
X Link 2026-02-06T04:30Z 27K followers, [----] engagements

"Where is the Nexgen $NXE ad - @inglouriouscap"
X Link 2026-02-09T02:24Z 27K followers, [----] engagements

"First of all h/t to Mark for finding and translating/publishing this. This is the LatAm alpha even in a tragedy that Mark has been known for for over a decade This is going to be investigated and reviewed for years and studied by the industry like all industry tragedies are But bottom line: Panuco is now another Panguna Shocked Vizla Silver $VZLA is down only 10% here"
X Link 2026-02-09T19:38Z 27K followers, 12.6K engagements

"Something the Koala has been pondering over the weekend and today is something has been missing about the GlenTinto $GLEN.L $RIO.L $GLEN $RIO $RIO.AX discourse even the marsupial missed More it chats with "both sides" it feels a real disconnect like they were speaking different languages And it comes down to arbitrage optionality This deal would have taken 12-24 months to get approval and close Realistically at a 4.2% [--] year treasury rate Glencore would have traded AT LEAST 10% wide of the the deal price Why is that fascinating.$10 billion on the "affected unaffected" Glencore market cap was"
X Link 2026-02-10T04:17Z 27K followers, [----] engagements

"Absolutely brilliant move by Leif and Christian to opportunistically fund Surge Copper $SURG.V here for multiple years Now the Canadian market will have no alternative but to view the Berg PFS in 2Q [----] on its merits and not on the "well can I wait for the raise because they'll have to." Well guess what they don't now. They found an elegant win-win alternative such that the Canadian capital markets didn't get to take their anticipated pound of flesh For any of their future deals that will be remembered they actually do have alternatives even if it's not "a Lassonde" publicly If those"
X Link 2026-02-10T14:48Z 27K followers, [----] engagements

"If Akiba is there and @oliverjfriesen is on his way it sounds like the administration doing meetings today trying to figure out its tungsten strategy based on potential domestic sources $mko.v #tungsten For the next [--] hours were gonna call this town Washingtungsten D.C. https://t.co/X2TMs00JBy $mko.v #tungsten For the next [--] hours were gonna call this town Washingtungsten D.C. https://t.co/X2TMs00JBy"
X Link 2026-02-10T19:25Z 27K followers, [----] engagements

"Fabio Schvartsman immediately returned to Brazil after reports about the tragedy at Brumadinho in January 25th [----] He didn't leave the country for the BMO conference in February he just sent IR And after [--] days he resigned as the CEO of Vale at the suggestion of prosecutors to the board Why does the Koala brings this up around Viszla Silver $VZLA Best practices is not to report a kidnapping media and publicity only complicates things. So not criticizing the delayed disclosure by the company. But what is also best practices is you definitely don't say in public: "I've got no doubt Michael"
X Link 2026-02-10T20:20Z 27K followers, 23.8K engagements

"Nothing will make you appreciate the professionalism instilled by the knowledge in London taxi driving standards than having two consecutive NYC yellow taxis in midtown Manhattan ask for the actual address after you verbally told them two cross streets on the island as a destination when you got in"
X Link 2026-02-11T04:17Z 27K followers, [----] engagements

"So Mexican authorities confirm the company called [---] on January 23rd. https://www.cbc.ca/news/world/sinaloa-vizsla-chapitos-9.7074596 Fabio Schvartsman immediately returned to Brazil after reports about the tragedy at Brumadinho in January 25th [----] He didn't leave the country for the BMO conference in February he just sent IR And after [--] days he resigned as the CEO of Vale at the suggestion of prosecutors https://www.cbc.ca/news/world/sinaloa-vizsla-chapitos-9.7074596 Fabio Schvartsman immediately returned to Brazil after reports about the tragedy at Brumadinho in January 25th [----] He"
X Link 2026-02-11T14:52Z 27K followers, [----] engagements

"Sort of wondering these days if one way to reverse the declining birth rates is to level with millennials and Gen Z how many of them are going to be taking care of the aging boomers in senior elder care where if you are going to be changing diapers anyway might as well have a baby or two Crowding out The economy is not shrinking We are just crowding out the private sector Crowding out The economy is not shrinking We are just crowding out the private sector"
X Link 2026-02-11T19:24Z 27K followers, [----] engagements

"When you see a stock move like Surge Copper $SURG.V yesterday during a live placement Thats Bay and Howe street realizing this isnt the usual deal the book is both robust and able to be upsized without sacrificing quality on the margin and so the street repositions quickly and violently There are Canadian daddies you see visibly on register and those that like a black hole you detect their gravitational presence by the fact they clearly are there mathematically even if you dont actually see them And management and board that can source that sort of capital is very rare in Canada these days"
X Link 2026-02-12T12:08Z 27K followers, [----] engagements

"Today "Warrior $HCC is always conservative with/sandbag their guidance" The [----] cash cost guide with a full year of Blue Creek: $95-110/st The 4Q [----] cash cost while Blue Creek was RAMPING $93.53/st Just for context.$15/st * 13MM st is almost $200MM EBITDA or tax adjusted $3/sh EPS delta in [----] Not that it matters in a flush but Warrior Met Coal $HCC earnings after the bell will be interesting Not that it matters in a flush but Warrior Met Coal $HCC earnings after the bell will be interesting"
X Link 2026-02-12T21:18Z 27K followers, [----] engagements

"If the entire float of stock was free trading would these actually be the valuations Joking but not joking question Kinda insane how there are headlines weekly of OpenAI being valued at $800 billion Anthropic at $380 billion SpaceX at $1.25 trillion and 99.999% of investors are unable to participate in the upside of the most iconic generational businesses of our time Kinda insane how there are headlines weekly of OpenAI being valued at $800 billion Anthropic at $380 billion SpaceX at $1.25 trillion and 99.999% of investors are unable to participate in the upside of the most iconic"
X Link 2026-02-13T21:49Z 27K followers, [----] engagements

"Italy beat Scotland Italy almost tied Ireland And Scotland doing a number on England [--] minutes in based on score Seems like its Frances year but the gap between second and fifth is tight Italy definitely impressing versus expectations"
X Link 2026-02-14T18:05Z 27K followers, [----] engagements

"Should be a lot higher [-----] followers. Intimate audience quickly growing Thanks all for your support. https://t.co/L8r61VhoGB [-----] followers. Intimate audience quickly growing Thanks all for your support. https://t.co/L8r61VhoGB"
X Link 2026-02-15T23:05Z 27K followers, [----] engagements

"Particular proud of this part [--] months later given everything that has transpired 2/2 https://yellowlablifecapital.substack.com/p/the-eucalyptus-tree-goes-to-the-moon https://yellowlablifecapital.substack.com/p/the-eucalyptus-tree-goes-to-the-moon"
X Link 2026-01-14T02:14Z 27K followers, [----] engagements

"@jtourzan Assets need to be big enough to move the needle in majors Why have management distracted on assets doing less than 5% of total EBITDA The divestitures look good for acquirors because of what gold prices have done last [--] months"
X Link 2026-01-17T16:11Z 27K followers, [----] engagements

"Admire the ambition But the Koala would like to see an actual plan / strategy being implemented It wasn't Treasury's deal so this isn't about Bessent but it's hard to ignore the fact DoW did a big deal with $MP Materials with financial price floors and guaranteed EBITDA margins to effectively form a national champion But instead of doing national champion things we see management selling millions of shares in the $50s and $60s when the stock was $30 pre-deal announcement No issues securing the bag but where is the national champion actions Where is the metallization The recycling efforts The"
X Link 2026-01-20T20:35Z 27K followers, [----] engagements

"Been a pretty wild and fun past four years as the koala reflects on it after the PMET Resources $PMET.TO news release out overnight The koala's Patriot Battery Metals thesis in [--] tweet Macro This slide Rincon $800MM price (greenfield) Consensus LT spodumene px going to $1k from $800 Chile/Arg limitations Potential battery plants in E Canada Micro Outcrop & strike implies massive resource if mineralized https://t.co/zLCd4b4azt The koala's Patriot Battery Metals thesis in [--] tweet Macro This slide Rincon $800MM price (greenfield) Consensus LT spodumene px going to $1k from $800 Chile/Arg"
X Link 2026-01-22T16:11Z 26.9K followers, [----] engagements

"Isnt the great tragedy of this to borrow a chat the Koala had elsewhere tonight What does it take have a hole that catapults this ahead of everything else in the North American pipeline If the words block cave are said whos money that funds the independent path No involvement but just observationally this feels like the classic anti tech nat res moment where someone delivers something good and virtuous but wont get rewarded https://twitter.com/i/web/status/2014537711609139408 https://twitter.com/i/web/status/2014537711609139408"
X Link 2026-01-23T03:16Z 27K followers, [---] engagements

"Not advising either side And they are being super tight with their circles on this deal for obvious reasons so the Koala isnt even asking questions If had to speculate a deal will happen Is it: 1) Full merger 2) Full merger with promise of vote on coal spin [--] yr post close 3) GlenCopper + Copper Marketing merged into Rio Tinto Honestly not sure But suspect is a full merger for this reason the Rio Tinto shareholders who are resistant are iron ore/bulks bulls. They dont understand why pay overs for copper So the actual logical deal is a full merger and then two business split into a bulks and"
X Link 2026-01-24T01:48Z 27K followers, 35.1K engagements

"Hands down the new favorite for GOP nominee in [----] has to be Marco Rubio The fact he hasnt tweeted anything in a day and no Sunday talk show clips circulating on the Koalas feed is political mastery"
X Link 2026-01-25T23:18Z 26.9K followers, [----] engagements

"@zempheth Cultural fit is everything unless your Glencore and believe in comparative cultural advantage"
X Link 2026-01-25T23:45Z 27K followers, [---] engagements

"Its crazy to see how quickly speech is violence went from a far left to a far right thing The CBP Chief is blaming Alex Pretti the victim while implying that anyone who criticizes the authoritarian state or even listens to someone who does might be killed for it. https://t.co/T565qM6kL9 The CBP Chief is blaming Alex Pretti the victim while implying that anyone who criticizes the authoritarian state or even listens to someone who does might be killed for it. https://t.co/T565qM6kL9"
X Link 2026-01-26T00:14Z 26.9K followers, 15K engagements

"USD down Everything else moon A nat res investors dream For all the wrong non-fundamental reasons The Koala thinks its okay even healthy to feel conflicted while counting the money China Futures Surge; Silver Up 11% Most active commodity futures in China rallied at the open led by an 11% jump in silver and a 9% surge in tin. Lithium carbonate and platinum both advanced over 6% while palladium rose more than 5% and fuel oil gained over 4%. Synthetic https://t.co/Hv51sN9LTH China Futures Surge; Silver Up 11% Most active commodity futures in China rallied at the open led by an 11% jump in silver"
X Link 2026-01-26T01:18Z 26.9K followers, 14.2K engagements

"Vancouver is an amazing city but how in the world people do markets from here when the sun doesnt rise until [--] am in the depths of winter will always baffle the Koala"
X Link 2026-01-27T15:35Z 26.9K followers, [----] engagements

"Lying in plain sight (you just have to read filings) is a stock many would call a meme stock that if it doesnt crash by the end of the week is going to get over $50 million next week in fresh cash without any additional dilution Is that a bullish or bearish catalyst Bullish Bearish Bullish Bearish"
X Link 2026-01-28T19:48Z 27K followers, 15.3K engagements

"If the administration just rug pulled the $MP NdPr price floor that stock is getting annihilated tomorrow like it should be $40 because all that mattered in that deal was the price floor Funny its just in the qtr the price floor started unbelievable SCOOP: Trump administration no longer plans to extend price floors to critical minerals projects sources tell me and @JarrettRenshaw for @Reuters. https://t.co/lNNXl7KP5x SCOOP: Trump administration no longer plans to extend price floors to critical minerals projects sources tell me and @JarrettRenshaw for @Reuters. https://t.co/lNNXl7KP5x"
X Link 2026-01-28T23:10Z 27K followers, 77.2K engagements

"If price floors are off the table and $MP loses its price floor REE magnet recycling basically became the only viable option for western supply that makes money at every point in the cycle Go look at MP opex/kg NdPr What happens if China decides to export like in 2013-14 And dont say tariffs people build mines thinking about decades of industrial policy not 3-7 years https://twitter.com/i/web/status/2016651779023225053 https://twitter.com/i/web/status/2016651779023225053"
X Link 2026-01-28T23:17Z 27K followers, [----] engagements

"REE and antimony where you sorta needed govt support to pencil the numbers on upstream hell yes this is smash into the tree and we find out who was wearing a seatbelt But how far was that meme trade Deep sea mining could feel it But does tungsten get iced No the maths math on those And if gold keeps going winds out of the sales yes but not sure all forward momentum stops across broad sector https://twitter.com/i/web/status/2016660668523438310 https://twitter.com/i/web/status/2016660668523438310"
X Link 2026-01-28T23:52Z 26.9K followers, [----] engagements

"Whomever runs the MP Twitter account the Koala loves you so much. Tony that's amazing. I thought you sold nothing and had no revenue My mistake Tony that's amazing. I thought you sold nothing and had no revenue My mistake"
X Link 2026-01-29T00:34Z 26.9K followers, 25.2K engagements

"@rev_cap When in power party on Wayne party on Garth When in opposition:"
X Link 2026-01-29T00:35Z 26.9K followers, [----] engagements

"If you believe in the sustainability of the god stick in copper ask yourself why you havent listened to the Koala on this developer yet"
X Link 2026-01-29T14:55Z 27K followers, [----] engagements

"Good question on Blue Moon $BMM $MOON.V First yes dont think story fully out there yet even though becoming a producer in [----] at these copper prices is as close to perfectly timing the cycle as you can get Two management has done the full walkabout roadshow in [----] yet post uplisting People are going to be shocked this exists when they finally meet with Christian and here the story @YellowLabLife With the uplisting out of the way + copper's move today I'm surprised there aren't more eyes on this. Still think the story hasn't gotten out yet @YellowLabLife With the uplisting out of the way +"
X Link 2026-01-29T15:04Z 27K followers, [----] engagements

"Its not $60k but still going to post it #Tin price: [-----] (+1860 +3.27%) 1:47pm London $Tin https://t.co/bAY5wJPYfN #Tin price: [-----] (+1860 +3.27%) 1:47pm London $Tin https://t.co/bAY5wJPYfN"
X Link 2026-01-29T15:08Z 27K followers, [----] engagements

"Honestly between AlphaMoon Lunahuasi and Blue MoonMintwit is on absolute fire with the moons Dont go out tonight its bound to change your life. Theres a bad moon on the rise $moon.v #long No critical metals dip here. #copper #tungsten https://t.co/ucvBZ41Jcl Dont go out tonight its bound to change your life. Theres a bad moon on the rise $moon.v #long No critical metals dip here. #copper #tungsten https://t.co/ucvBZ41Jcl"
X Link 2026-01-29T19:56Z 27K followers, 12.5K engagements

"And there it islost in the macro rinse out but this is huge for St Barbara $sbm.ax Leave it to @respeculator prior maths for outlining the risk/reward but when the Koala did the work a few months ago it all came down to its cheap and compelling if this The sell downs in December were the tell this was going this way so dipped a toe And here we are now once gold price figures out its level this will be exciting One of three ASX gold names in the eucalyptus tree Just because Ive been asked a few times on $SBM.AX situation in PNG given a halt today id say this - in August the expansion (proposed"
X Link 2026-01-30T05:02Z 27K followers, 18.6K engagements

"More we see of Bessent the more the Koala thinks he would be an amazing President one day He's got that authenticity most public figures fail to develop until after their career ends Bessentduring a House Financial Services Committee hearing in Washington CAN YOU SHUT UP WATERS SAYS TO BESSENT. CAN YOU MAINTAIN SOME LEVEL OF DIGNITY BESSENT ASKED AFTER WATERS ASKED FOR HIM TO SHUT UP. https://t.co/1ji1Ts6CLJ Bessentduring a House Financial Services Committee hearing in Washington CAN YOU SHUT UP WATERS SAYS TO BESSENT. CAN YOU MAINTAIN SOME LEVEL OF DIGNITY BESSENT ASKED AFTER WATERS ASKED"
X Link 2026-02-04T17:32Z 27K followers, [----] engagements

"It was an all share deal everyone was going to sink or swim togetherdont think its fair to call it a sale Put another way would you be short glencore against a Rio or bhp long And if the thesis is iron ore the commodity to be in if the koala offered you [----] glen + [----] spot iron ore v Rio or bhpdoes that change your answer https://twitter.com/i/web/status/2019633651143643344 https://twitter.com/i/web/status/2019633651143643344"
X Link 2026-02-06T04:46Z 27K followers, [---] engagements

"This is explicitly engagement bait - the koala has multiple long haul flights coming up Tickers/themes/ideas the koala should download reports ahead and research while at cruising altitude"
X Link 2023-03-04T00:27Z 27K followers, 17.6K engagements

"If you want a sense of where sentiment is going into LME week some are joking Glencore $GLEN.L should check if theres any REE above or below the thermal coal seams at HVO and Cerrejon and announce it at their December Capital Markets Day And thats only cafe talk not pub talk"
X Link 2025-10-12T16:35Z 27K followers, [----] engagements

"Everyone on the $TECK Resources enjoy QB2 on Tuesday and the presentation on Monday for those that are not enjoy the webcast It's time for the questions and what matters: By category: QB2 Tailings QB2/Collahuasi joint venture The merits of the corporate synergies QB2 as a standalone operation 1/n Someone remind the Koala in a couple days to write a list of questions for all the class B $TECK shareholders going on the QB2 site visit next week and of course all the Anglo American $AAL.L shareholders too Someone remind the Koala in a couple days to write a list of questions for all the class B"
X Link 2025-11-03T02:10Z 27K followers, [----] engagements

"BHP showing discipline it seems and probably wanted a chance to do some DD (shades of Oz Minerals) but Anglo wasnt ready to break the Teck deal for a DD contingent offer Shame we may never know the economic proposal Anglo knocked back"
X Link 2025-11-23T22:27Z 27K followers, [----] engagements

"Don't own nearly as much Tharisa $THS.L as the Koala used to and feeling the FOMO (although wasn't the worst returns where those $$ went) Yet sort of paranoid given the spot PGM run it feels like buying Warrior $HCC in January [----] Like yes given Karo/Blue Creek money good in [--] years but if fast $$ leaves the PGM space due to spot prices correcting that will be an annoying drawdown to wear Probably means should size it back up but just thinking out loud https://twitter.com/i/web/status/2007917512508285077 https://twitter.com/i/web/status/2007917512508285077"
X Link 2026-01-04T20:50Z 27K followers, [----] engagements

"Not in the Texas petroleum game but watched this Vision Oil Gas whatever story like its pornography Seeing the accounts who question it and the quality of the replies to them from management anyone long $azrh fully deserves whatever is coming to them up or down Are they the messiah or not And yet if everyone on twitter are armchair geos that havent done actually anything maybe you should just ignore the platform But you dont Why https://twitter.com/i/web/status/2013826368115499108 https://twitter.com/i/web/status/2013826368115499108"
X Link 2026-01-21T04:09Z 27K followers, [----] engagements

"If Cathie is right about this (and a career in cyclicals tells the koala she is not) then koala asks "why doesn't Cathie own the copper miners" Also how many people in the last [--] yrs said iron ore would never trade over $100/t again So.maybe let's not speak in absolutes ARK'S CATHIE WOOD SAYS OIL PRICES 'WILL NOT BREAK OUT' BECAUSE OF ELECTRIC VEHICLES ARK'S CATHIE WOOD SAYS OIL PRICES 'WILL NOT BREAK OUT' BECAUSE OF ELECTRIC VEHICLES"
X Link 2021-05-12T00:09Z 27K followers, [--] engagements

"@ValueSituations Tickers"
X Link 2023-11-06T07:14Z 27K followers, [----] engagements

"You're turning back on the BMX $PLS.AX auction mechanism The koala likes your style Dale Henderson Who do you think your going to go after next Maybe the Woodmac price forecast Real talk - they shut this sales avenue off when it wasn't additive anymore the market REALLY should take into consideration the signal it means if Pilbara has decided to open it back up Spodumene is already $1000 go look how hard iron ore rallied off the bottom in 1Q/2Q16 a restock is a beautiful thing $PLS to auction [----] tonnes of spodumene concentrate on Mar [--]. Starting price TBD. Saudi UAE interest & #DonBelle"
X Link 2024-03-12T03:33Z 27K followers, 14K engagements

"One year since the announcement of the Whitehaven $WHC.AX acquisition of Daunia & Blackwater AND they've announced the 30% selldown of Blackwater for $1.1 billion Assuming that selldown closes you can basically say the company has "banked" the $1.1 billion of deferred payments That the stock is FLAT for the year is wild and shows how little duration capital is in the public equity markets https://twitter.com/i/web/status/1849219067808186805 https://twitter.com/i/web/status/1849219067808186805"
X Link 2024-10-23T22:39Z 27K followers, 21.9K engagements

"This actually makes a lot of strategic sense for whitehaven $whc.ax in the koalas eyes More color in due time This makes zero sense $WHC $WHC.AX (albeit bridget's credibility is minimal) #coaltwitter https://t.co/LmeyTnkiGo This makes zero sense $WHC $WHC.AX (albeit bridget's credibility is minimal) #coaltwitter https://t.co/LmeyTnkiGo"
X Link 2024-10-31T01:16Z 27K followers, [----] engagements

"All this Norway govt falls over power prices talk makes the koala want to short Norsk Hydro then the marsupial remembered it never wants to do that are they long or short analysis again because realized [--] yrs ago if want long Alithere is Alcoa"
X Link 2025-01-31T00:12Z 27K followers, [----] engagements

"Looking through $BHP results Company clearly in the middle of a major investment cycle of both replenishment (Escondida / South Australia) and growth (Jansen / Vicuna) And you know what $128 billion market cap Annualized "spot" earnings of $11 billion (just annualized 1H FY25 and assuming some "back half weighting") Buybacks don't make sense here at these valuations license to grow and invest definitely there But a $5 billion annualized dividend isn't going to attract incremental dividend investors at this market cap Wake up in [--] years with Jansen Phase [--] ramping but in the middle of"
X Link 2025-02-17T22:29Z 27K followers, [----] engagements

"The Koala was going to longform some thoughts on the DRC - USA minerals deal we all await specifics on but just going to put the koala's proposal here. [--] step TLDR: 1) 49% ownership Gecamines to the USA for $5 billion (which will be used to buy American defense equipment and "Training" basically revamping the DR Congo's military capabilities) 2) USA to provide $10 billion shareholder loan facility to Gecamines for "growth projects" approved by 2/3 of the board at the US [--] year Treasury bond rate DETAIL: Shareholder loan draws to be paid back with 65% of all dividends paid by Gecamines +"
X Link 2025-04-08T18:52Z 27K followers, 15.8K engagements

"First Quantum builds Reko Diq then Taca Taca then La Granja (maybe post Reko can do both [--] & [--] same time) That's actually a really sexy $40 billion copper company that will be able to grow into something so much more with that Barrick blocking stake 5/5"
X Link 2025-10-03T16:11Z 27K followers, [----] engagements

"Happy Performance Fee Day to all the GPs out there The returns reset to zero come Friday [---] am"
X Link 2025-12-31T20:57Z 27K followers, [----] engagements

"Warrior $HCC wants it but will it be today"
X Link 2026-01-09T17:13Z 27K followers, 10.4K engagements

"Last time spodumene prices were at these levels was late [----] with downside momentum and $PMET Resources traded for C$9-10/share Today you have the feasibility study on just CV5 the caesium/CV13 optionality the ESIA filing in 2Q permit likely 8-12 months later The Koala has bought more https://twitter.com/i/web/status/2009729809048338944 https://twitter.com/i/web/status/2009729809048338944"
X Link 2026-01-09T20:51Z 27K followers, [----] engagements

"Ive been to Toronto and Ive been to Cleveland. And I prefer Cleveland - @inglouriouscap Witness: @PythiaR"
X Link 2026-01-26T05:04Z 27K followers, 10.7K engagements

"In honor of the AlphaMoon dividend announcement gone into the eucalyptus tree records to check this: The Koala owns 60% more shares than it did the day before M23 walked into Goma This says something about the Koala but not quiet sure what"
X Link 2025-08-08T01:22Z 27K followers, [----] engagements

"While the koala is sure Tristan is loving all his time in Panama City these past few years the case for First Quantum $FM.TO to do something bold to diversify their portfolio is there and that projects team will need something to do with Kasanshi project finishing up soon 2/n"
X Link 2025-10-03T16:11Z 27K followers, [----] engagements

"Took some of the Taruga Minerals $TAR.AX placement in the eucalyptus tree At this point you know the koala rules Wont invest anywhere the marsupial wont go Lets have a new adventure"
X Link 2025-12-18T04:06Z 27K followers, [----] engagements

"EUCALYPTUS TREE Jan [--] [----] (Newswire) 7:00 AM: The koala is an unrestricted free agent There is no pre-contract or handshake on a max deal to be signed on a certain date What will come in '22 let's see but until then no compliance regime Let the mayhem begin"
X Link 2022-01-03T12:00Z 27K followers, [---] engagements

"This is a big deal for the western renaissance of a REE supply chain independent of China. Apple $AAPL and @MPMaterials working together on recycling magnets When the Koala invested in REEcycle ( @ReecycleInc ) in 4Q [----] a few majors factors drove the decision to get back into rare earths but the most relevant today is #4: 1) The management team Mick McMullen the largest shareholder and Chairman has made the Koala many before many many times 2) The economics the price floor of $110/kg NdPr that $MP Materials received last week makes this less relevant but recycling magnets like an EAF in"
X Link 2025-07-15T13:06Z 27K followers, 11.6K engagements

"Totally fair question and the right question today on Glencore $GLEN $GLEN.LN You don't have a compelling "growth" angle whether through the numerator or the denominator (buybacks) If want copper / coal exposure there are pure plays So there needs to be some transformational move only Glencore can do But if we get super meta about this this basically applies to all the diversified names right now BHP/Rio $BHP $RIO whose excited about shareholder capital return (dividend + buyback) yields 5% Anglo $AAL.LN $NGLOY yes a transformational simplification but now what Vale $VALE has the dividend"
X Link 2025-08-06T13:56Z 27K followers, 13.5K engagements

"Had the eucalyptus inbox getting some questions about Surge Copper $SURG.V and how long the proceeds from the last placement from the summer [----] that the koala participated in will last Seems clear the company well funded through the PFS into the summer of [----] And these are smart people in management they'll get ahead of that so no one says "but but the balance sheet" when the PFS comes in 2Q [----] But like Prospector in 4Q [----] unless you are someone special you are not getting the look for that raise And I think investors need to get used to that sort of situation on compelling"
X Link 2026-01-06T15:00Z 27K followers, 12.6K engagements

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