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@YellowLabLife Avatar @YellowLabLife Yellow Lab Life Capital

Yellow Lab Life Capital posts on X about mining, $aall, $teck, $glenl the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social category influence finance XXXX% countries XXXX% stocks XXXX% cryptocurrencies XXXX% currencies XXXX% travel destinations XXXX% exchanges XXXX% luxury brands XXXX%

Social topic influence mining #342, $aall #2, $teck #7, $glenl #12, $sgml #3, panama #425, copper #332, $usar #67, $tmc #45, canada #3550

Top accounts mentioned or mentioned by @tuvidux @horribledisgust @praisekek @kashyap286 @bftd2025 @respeculator @hankruehl @leezybreezy1 @agnostoxxx @toiletkingcap @coldmansax @perp_ster @cowboybeeshop @blackjack155361 @reecycleinc @travmoneyofmine @investw_a_s @kirillklip @yuanyicaonimei @neilringdahl

Top assets mentioned Teck Resources Limited (TECK) Sigma Lithium Corporation Common Shares (SGML) USA Rare Earth, Inc. Class A Common Stock (USAR) TMC the metals company Inc. Common Stock (TMC) BHP Group Limited (BHP) Energy Fuels Inc. (UUUU) MP Materials Corp. (MP) Critical Metals Corp. Ordinary Shares (CRML) LoungeM (LZM) Ramaco Resources, Inc. Common Stock (METC) Warrior Met Coal, Inc. (HCC) Freeport-McMoRan Inc (FCX) NovaGold Resources Inc. (NG) Robinhood Markets, Inc. (HOOD) Agnico Eagle Mines Ltd. (AEM) NovaDEX (NVX)

Top Social Posts #

Top posts by engagements in the last XX hours

"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"
X Link @YellowLabLife 2025-09-15T19:41Z 26K followers, 10.7K engagements

"@Critical_Inv On the bright side dont you feel young again like the koala does That was a fun ride"
X Link @YellowLabLife 2025-10-15T08:46Z 26K followers, XXX engagements

"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 @YellowLabLife 2025-09-08T22:54Z 26K followers, 37.1K engagements

"Many more thoughts to come in the next few days from the Koala But if you are BHP or Rio the business case to come over the top on Anglo has gotten materially more robust in the past few days for very sad and tragic reasons And Gary has no excuse not to push on with Mara and El Pachon in 2026 And Lundin still the prettiest institutional girl at the pure play copper dance The Koala is now long Anglo American $AAL.L $NGLOY Because Ill never forgive myself if I turn out to be right on this point and dont make some money"
X Link @YellowLabLife 2025-09-25T16:46Z 26K followers, 11K engagements

"What should the koala invest its next AlphaMoon dividend check in DMs are open if prefer not to reply publicly and no the marsupial is not interested in collaborating on your meme coin project"
X Link @YellowLabLife 2025-08-08T02:51Z 26K followers, 16.2K engagements

"Good list missing $OMEX though The way the Koala is thinking about this is as follows: Does the project NEED the government's low cost of capital (or longer term time strategic time horizon) to get funded Is there a major permitting issue (TMQ) that can be resolved Where is the project USA Australia (don't sleep on Albanese - Trump meeting in a few weeks) Canada needs some public optics to evolve before its in the game (though it should be) Allied nations / places geopolitical weight matters Of this list from Coldman Lifezone The Metals Company (deep sea mining "in America") Niocorp Perpetua"
X Link @YellowLabLife 2025-10-07T13:24Z 26K followers, 11.8K engagements

"If Hycroft $HYMC is raising $XXX million in a drive by without even a day of marketing post announcement right after taking Tribeca and Sprott money like a month ago Tells you something about sentiment and how desperate capital is chasing precious metals right now"
X Link @YellowLabLife 2025-10-09T10:21Z 26K followers, 9996 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 @YellowLabLife 2025-08-22T01:35Z 26K followers, 7222 engagements

"The shortsightedness to even think there is going to be capacity offered to anyone besides B2Gold or a different strategic (who maybe just drives B2Gold to pay a material premium) is wild here What happens if stock at C$1.30 right now C$14MM at C$2/sh is X% on a fully diluted basis Where does the stock open next morning"
X Link @YellowLabLife 2025-10-03T16:24Z 26K followers, 3912 engagements

"@EnergyKenobi Barrick would be taking First Quantum paper"
X Link @YellowLabLife 2025-10-05T01:05Z 26K followers, XXX engagements

"Been doing a few phone calls on solar panel technology and the silicon versus the new chemical in regards to efficacy These arent from folks long cesium but they make very clear the gains are extraordinary"
X Link @YellowLabLife 2025-10-06T14:08Z 26K followers, 7083 engagements

"Daltons note on $TECK today spot on Have to wonder what Anglo shareholders are thinking now"
X Link @YellowLabLife 2025-10-08T17:17Z 26K followers, 3886 engagements

"Not judging the merits of this list or even its veracity but the koala would like to make one observation - everything on here is US listed Thats why more and more of these junior mining explorer and developers will be coming to Nasdaq and NYSE AMEX"
X Link @YellowLabLife 2025-10-12T15:52Z 26K followers, 16.5K engagements

"As a Lundin Mining $LUN.TO shareholder the koala thinks Jack should call Wojtek and say that given the royalty spinco perhaps NGEX $NGEX.V should just give Los Helados to the Caserones joint venture to pull forward to the value of that NSR on the property in the royalty spinco TLDR - koala being snarky but this royalty SpinCo is also very bullish Lundin Miningbecause NGEX now more motivated to do a Los Helados deal"
X Link @YellowLabLife 2025-07-22T11:36Z 26K followers, 6250 engagements

"One thing the koala would add to this: This would also clean things up nicely from an antitrust perspective such that Barrick $B and Freeport $FCX could then merge where the NGM earnings could benefit from Freeports NOLs in the USA from that energy foray in 2012 *Once we have real Grasberg clarity"
X Link @YellowLabLife 2025-10-04T20:45Z 26K followers, 11K engagements

"Based on some strategic offsite discussions tonight its sort of crazy to realize moving Anglo Teck $AAL.L $TECK headquarters from Canada consequences be damned to the USA to become S&P XXX eligible with a USA re-domicile is crazy accretive And employees can live in a more affordable city with direct flights to Santiago To borrow from @inglouriouscap a snapshot of the situation post an activist campaign once deal closed ottawa 2030 Uhsir they left PM: What about Trail Said we can have it including liabilities PM: Highland Valley Didnt even lock the gate PM: But we had a deal They gave up"
X Link @YellowLabLife 2025-10-01T02:23Z 26K followers, 15.5K engagements

"@leezybreezy1 @TraderPamplona Oh you XXX% bring someone else in here versus letting B2Gold go from XX% to XXXX% all else equal X 10%ers keeps the tension"
X Link @YellowLabLife 2025-10-03T16:36Z 26K followers, XXX engagements

"Bought more today Pretty clear TMC will get major govt support and so will OML in the Cook Islands"
X Link @YellowLabLife 2025-10-06T14:31Z 26K followers, 7322 engagements

""A few months ago the company began delaying payments to suppliers. Last Sunday the 5th Fagundes Construo e Minerao which provided services to Sigma $SGML in the Grota do Cirilo operation announced on social media that it was leaving the city of Araua. According to sources the company which is owed R$115 million in accumulated credit from Sigma halted its mining operations three weeks ago." From Google Translate.uh.what the hell Ana You can't pay your MINING CONTRACTOR $XX million dollars"
X Link @YellowLabLife 2025-10-10T15:30Z 26K followers, 8699 engagements

"Also the more the koala thinks about it Glencore $GLEN $GLEN.L should have a slide showing these pure play copper multiples Point out they do 1mm t copper per year $50k/t is $XX billion EVR XX% cost $X billion The current enterprise value is $XX billion Whats the rest of coal ferrochrome nickel zinc and the entire marketing business worth $2.5-3 billion in marketing ebit is worth $XX billion easily Its basically the slide that makes the case to get to NYSE listed / US domiciled and chase S&P XXX inclusion even if it adds $0.5-1 billion to the tax bill annually Or to do a take private at a"
X Link @YellowLabLife 2025-02-17T21:52Z 26K followers, 19.1K engagements

"Keeping XXXX% of First Quantum would allow them to continue to participate Truth is given where Agnico and Newmont are trading on a multiple basis (Agnico because Canada Newmont S&P inclusion) the barbarians are at the gate for Barrick Chairman Thornton Mr Jesse Cohn on line 2"
X Link @YellowLabLife 2025-10-03T16:59Z 26K followers, XXX 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 @YellowLabLife 2025-10-03T16:11Z 26K followers, 1204 engagements

"Legitimately surprised nothing yet pre-mkt from Sigma Lithium $SGML There is $30MM debt maturing in current qtr The "prepay offtake" was supposed to show up in June it's now mid-October What lender is rolling maturities if the mining contractor walked for not getting paid"
X Link @YellowLabLife 2025-10-13T11:34Z 26K followers, 9961 engagements

"Hey Monica from NovaGold $NG here you go"
X Link @YellowLabLife 2025-10-09T22:18Z 26K followers, 7305 engagements

"SOFC is a nice market that will grow but the big prize is aluminum alloys Thats the chicken egg issue: For example will airbus deploy ScAlmalloy and sign a floor price offtake to allow Sunrise or Nyngan to be financed for construction Airbus needs to be its running in X years and parts are certified etc etc Same but lesser certification issue in autos The longer dated but sexier new moonshot is it appears a critical component of 6G will require scandium If the west is going to a Chinese time horizon on these things we will need it eventually happy to subsidize until market self sustaining"
X Link @YellowLabLife 2025-10-12T11:52Z 26K followers, XXX 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 @YellowLabLife 2025-10-12T16:35Z 26K followers, 8229 engagements

"@leezybreezy1 Its more the retail effect in a robinhood world + more algos / quant capital We are in a proper bull market for metals and the mining sector we are seeing a material cost of capital divergence between exchanges"
X Link @YellowLabLife 2025-10-14T22:44Z 26K followers, XXX engagements

"Memes are going to meme but.perhaps someone should think how long it takes to build a road that long And then build a mine But these are physical mechanical realities that the market considers not relevant right now Sentiment vibes are absolutely incredible"
X Link @YellowLabLife 2025-10-13T13:21Z 26K followers, 8432 engagements

"In honor of the AlphaMoon dividend announcement gone into the eucalyptus tree records to check this: The Koala owns XX% 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 @YellowLabLife 2025-08-08T01:22Z 26K followers, 8619 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"
X Link @YellowLabLife 2025-10-03T16:11Z 26K followers, 20.8K engagements

"So we need to talk about Sigma Lithium $SGML The change of mining contractor mentioned in the news release earlier this week is because Sigma stopped paying them And the co-founder (Ana ex-husband) says the company has high graded/picked the eyes out of the open pit so its basically sterilized (screen shot below) The balance sheet had only $15mm cash at June end the contractors arent getting paid so who knows how this is going to go. Market has been waiting for this offtake pre-pay to resolve the balance sheet Perhaps this offtake pre-pay is the m&a process of 2023 all over again its not"
X Link @YellowLabLife 2025-10-10T13:41Z 26K followers, 18.8K engagements

"Soafter the koala read this at dinner and before it offered its own thoughts on this Anglo Teck $aal.l $teck headline @NattyResources I dont mean to make fun of your country @ShaleTier7 you should"
X Link @YellowLabLife 2025-09-17T00:39Z 26K followers, 9799 engagements

"One astute observation on Sigma Lithium $SGML sent to the Koala this weekend really stood out At 2q results mgmt spoke of holding back sales volume for higher pricesbut they cant afford to pay their mining contractor Something is rotten in the state of Mina Gerais"
X Link @YellowLabLife 2025-10-12T11:08Z 26K followers, 17.4K engagements

"You know why the koala isnt chasing European Lithium $EUR.AX higher on the ASX as the proxy for the $CRML Reuters article Because the koala has confidence someone in DC will do their actual DD both on Tanbreez and the team Tony isnt exactly a well regarded figure in mining"
X Link @YellowLabLife 2025-10-05T23:38Z 26K followers, 15.9K 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 $XXX million. Thats nothing in the scope of this deal both are basically inviting interlopers"
X Link @YellowLabLife 2025-09-09T11:32Z 26K followers, 18.8K engagements

"@tuvidux Go back and look at what the koala was saying June/July Figured being on the ropes balance sheet wise having once joked about being a billionaire would sober up the delusions But X months later its clear hero ball is still the game plan here"
X Link @YellowLabLife 2025-10-12T11:33Z 26K followers, XXX engagements

"If someone could remind the South Koreans to bring up Korea Zinc's investment in The Metals Company $TMC and begin studying building a multi-billion dollar plant to refine nodules into clean beautiful critical metals in the USA.that would be great"
X Link @YellowLabLife 2025-08-25T17:29Z 26K followers, 5826 engagements

"So the koala been preoccupied with existing positions & Beaver Creek but one thought keep coming back to on Anglo Teck $AAL.L $TECK Why not just do a QB2 - Collahuasi joint venture If an Anglo shareholder.got to be asking that question Because koala view the only reason stocks traded up post announcement is $XXX billion of QB2-Collahuasi EBITDA synergies capitalized at 7-8x Gary at Glencore $GLEN.L has to be licking his chops as a commodities trader 1/n"
X Link @YellowLabLife 2025-09-12T18:50Z 26K followers, 7075 engagements

"If BHP is smart theyll bury the costs of converting all this RMB back into USD in the finance costs on the income statement alongside interest expense & FX so EBITDA isnt impacted But we will know we will all know its really a new royalty But it would elevate how savy and smart the koala views BHP for trying to hide it"
X Link @YellowLabLife 2025-10-10T12:01Z 26K followers, 8014 engagements

"Mike: "Duncan we have an improved proposal" Duncan: "Does the $BHP share consideration equal exceed the unaffacted Anglo American $AAL.L share price of GBP21.50" Mike: "Uh no it's 19.25/sh in BHP stock and the rest in SpinCo shares but its almost a XX% premium" Duncan: "If the proposal isn't a premium in BHP shares alone before any SpinCo consideration don't waste me and my boards' time""
X Link @YellowLabLife 2024-05-13T13:22Z 26K followers, 7641 engagements

"Got pitched Novonix $nvx $nvx.ax today based on the preliminary dept of commerce duties on in laymen terms synthetic graphite anodes from China Stock doesnt seem to care why ASX has loved HyperionX MTM Criticalthe critical material processors what koala missing"
X Link @YellowLabLife 2025-06-11T00:53Z 26K followers, 6989 engagements

"Lumwana Jabal Sayid Zaldivar Reko Diq You've taken Panama off the table as a risk effectively and all leverage comes back to First Quantum 3/n"
X Link @YellowLabLife 2025-10-03T16:11Z 26K followers, 1053 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 XX% 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"
X Link @YellowLabLife 2024-02-15T13:43Z 26K followers, 15.5K engagements

"@Citrini7 Bloom Energy needs scandium and stock chart dont seem to care"
X Link @YellowLabLife 2025-10-12T18:15Z 26K followers, 3217 engagements

"@leezybreezy1 A USA listing would help Caesium is very niche and weve never had a caesium investment cycle before in public markets takes time to bring investors up the learning curve All good things to those who wait"
X Link @YellowLabLife 2025-10-14T22:37Z 26K followers, 4116 engagements

"First Quantum builds Reko Diq then Taca Taca then La Granja (maybe post Reko can do both X & X same time) That's actually a really sexy $XX billion copper company that will be able to grow into something so much more with that Barrick blocking stake 5/5"
X Link @YellowLabLife 2025-10-03T16:11Z 26K followers, 3080 engagements

"@ColdmanSax More thinking of it as a proxy for whatever happens with OML in the Cook Islands You have to think both OML & TMC basically live in Washington DC these days"
X Link @YellowLabLife 2025-10-07T13:35Z 26K followers, XXX engagements

"$23MM of cash in the door on brutal terms The $85MM of debt maturities two weeks ago was extended out until September 2026 Total chaos and mayhem but vanadium is strategic and this is probably the best near term solution if DC and Brasilia can play nice In this tape sort of surprised its trading below deal price pre market"
X Link @YellowLabLife 2025-10-15T13:15Z 26K followers, 8511 engagements

"Cant wait to hear what Anglo American $AAL.L says in the morning about this Peabody $BTU news release The Koala didnt meet Anglo in Florida (guess not cool enough) but the goss was when asked how Peabody could get out they said no way they can No idea what the MAC provisions are no way Peabody can get out the bridge loan while this is litigated And bridge loans are not cheap especially not when coal prices are here soah Peabody will do -ve FCF this year There is snarky little trade perhaps here but more the entertainment value is fantastic"
X Link @YellowLabLife 2025-04-08T22:55Z 26K followers, 8480 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 XX% cash premium would probably get them Adriatic XX% 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 * XXX 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 @YellowLabLife 2024-04-11T14:23Z 26K followers, 14.4K engagements

"Very compelling well researched piece from Sherwood on rare earths in the USA/western world Including this on REEcycle @ReecycleInc where the koala is an investor Also probably interesting for MP Materials $MP Lynas $LYC.AX and USA Rare Earth $USAR shareholders 1/2"
X Link @YellowLabLife 2025-04-28T16:54Z 26K followers, 4388 engagements

"Bought more after this capital markets day but fml still dont feel like the Koala owns enough Lundin Mining $lun.to $lunmf Need to reflect post earnings and moves but this still probably is top pure play copper producer in the eucalyptus tree"
X Link @YellowLabLife 2025-08-07T17:49Z 26K followers, 8454 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"
X Link @YellowLabLife 2025-09-08T23:26Z 26K followers, 45.2K engagements

"Before you ask the Koala @PallasResources does not need to raise capital at this time Just so thrilled with having invested in this team the work Dan and Simon have done for X yrs & working with Ivanhoe has just supercharged this opportunity in a tier X jurisdiction for mining"
X Link @YellowLabLife 2025-09-04T10:44Z 26K followers, 7278 engagements

"How about: Barrick sells "Barrick Copper" for $XX billion (current market cap of First Quantum is $XX billion) Barrick to retain a XXXX% in First Quantum (so $XX billion of the stock) And $X billion of First Quantum shares are distributed to Barrick shareholders which is basically a XX% special dividend 4/n"
X Link @YellowLabLife 2025-10-03T16:11Z 26K followers, 2884 engagements