[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@YellowLabLife Avatar @YellowLabLife Yellow Lab Life Capital

Yellow Lab Life Capital posts on X about $mp, $trrxf, $tnrv, $metc the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXXX #

Followers Line Chart

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence finance XXX% stocks XXXX% countries XXXX% cryptocurrencies XXXX% technology brands XXXX% social networks XXXX% formula 1 XXXX% automotive brands XXXX%

Social topic influence $mp 3.48%, $trrxf #1, $tnrv #1, $metc 2.61%, $aall 2.61%, trader 1.74%, metc 1.74%, $bhp 1.74%, $3share 1.74%, $whcax XXXX%

Top accounts mentioned or mentioned by @praisekek @reecycleinc @respeculator @travmoneyofmine @mfwarder @tomwoolrych @evancranston @pallasresources @coeus12345 @haydnbcole @blackjack155361 @cowboybeeshop @sultanameerali @businesscandle @the_evil_trader @duedillengence @nesjamag @bahagbeard @waterworldcapi1 @pythiar

Top assets mentioned MP Materials Corp. (MP) BHP Group Limited (BHP) Agnico Eagle Mines Ltd. (AEM) Iagon (IAG) Hudbay Minerals Inc. (HBM) Cornerstone Building Brands, Inc. (CNR) BTU Protocol (BTU) Franco-Nevada Corporation (FNV) Delusional Coin (DELULU) Apple, Inc. (AAPL) LoungeM (LZM)

Top Social Posts #

Top posts by engagements in the last XX hours

"Did not include the actual voting results which is required under Canadian securities law Mgmt didn't disclose the Jan 2024 results in a timely manner either.went back and check SEDAR post Jan XX 2024 news release next filing was Feb XX 2024 news release Mgmt and Board of TNR Gold $TNR.V $TRRXF are not going to have a choice this time rules are rules and the new shareholders will hold them to it We will see eventually just how "overwhelming" the support really is. If it was so impressive wouldn't the rational thing have been to scare the Koala with the numbers And that aside: The executive"
@YellowLabLife Avatar @YellowLabLife on X 2025-06-24 21:37:26 UTC 25K followers, 20.2K engagements

"With all the love to Robert. Santa Cruz won't produce first cathode until after the Trump administration Copper World cathode is not happening until Year X. But considering both are producing cathode outside the Trump administration window. Why is Ivanhoe Electric $IE roofing and Hudbay $HBM not"
@YellowLabLife Avatar @YellowLabLife on X 2025-07-10 16:21:42 UTC 25K followers, 6580 engagements

"Normally not a day trader but every branch in the eucalyptus tree thinks $MP Materials is going through $XX and keeps going here While factually a XX year deal this "feels" like a forever deal What do defense companies trade at 14-15x EBITDA. XX * XXX = $XX billion Layer on some scarcity value plus GAG/meme factors"
@YellowLabLife Avatar @YellowLabLife on X 2025-07-10 13:47:49 UTC 25K followers, 12.7K engagements

"In all seriousness if Randy at Ramaco $METC doesn't raise equity right here right now like MP Materials is doing.it'll be remembered as one of the biggest missed opportunities"
@YellowLabLife Avatar @YellowLabLife on X 2025-07-16 20:51:40 UTC 25K followers, 5650 engagements

"As a general rule of thumb for the koala observing Robert for the last 13-15 years if he goes to meet the President of the country.he is probably pretty serious about the opportunity there"
@YellowLabLife Avatar @YellowLabLife on X 2025-05-28 17:58:21 UTC 25K followers, 6314 engagements

"There will be many more thoughts from the eucalyptus tree on Anglo $AAL.L / BHP $BHP today and over the weekend But one thought from the koala here. The "unaffected" Anglo price is GBP21.50 (the price Monday) Not a lot of Anglo holders will want to keep AmPlats and Kumba shares and who knows how that works out in the washing machine. What was the sell down day one on Thungela spin off again Like 80-90% or something The tangible takeaway here: BHP needs to bid for the stub AT LEAST GBP 21.50-22.00 to get shareholders to pressure the board of Anglo to seriously consider pursuing this "exit from"
@YellowLabLife Avatar @YellowLabLife on X 2024-04-25 10:40:06 UTC 25K followers, 29.9K engagements

"And well well what do we have herethe 2018 TNR Gold $TNR.V $TRRXF AGM detailed voting results in a news release That wasnt so hard back then was it 2/3"
@YellowLabLife Avatar @YellowLabLife on X 2025-07-19 02:17:29 UTC 25K followers, 2569 engagements

"Just eyeballing this comparison two layman observations without getting into all the technical details: 1) REEcycle uses a hydrogen based process to breakdown the scrap magnets into powders at the front end of the flow sheet (no idea if HyProMag is better at it than REEcycle maybe the Koala needs to call Julian for a chat) 2) If you stop at turning magnets back into magnet powder you are committing to the same magnet chemistry in the "new" magnet There may be circumstances where point X is irrelevant but the optionality to adjust the chemistry matters as material science innovates same way"
@YellowLabLife Avatar @YellowLabLife on X 2025-07-16 12:40:47 UTC 25K followers, 7086 engagements

"Brutal to see Leer South delayed another X months.still amazed Consol closed the Core $CNR merger given Leer South was offline Leer South is a material % of the NAV hopefully it can get back on this new timeline"
@YellowLabLife Avatar @YellowLabLife on X 2025-06-30 12:43:59 UTC 25K followers, 6358 engagements

"The market's trust issues with Northern Dynasty $NAK are going to be fresh and raw after this disappointment That X week "extension" July 3rd to July 17th had the stock rip from under C$2 to over C$3/share And conveniently created a window for management and directors with C$2.01 options expiring July XX 2025 to exercise in the money which they did in that July 10-14th period (see SEDI). They did not wait for July 17th. Coupled with fact the stock moved on heavy volume yesterday ahead of the news release after the close made it feel like "someone knows something" which turns out to be"
@YellowLabLife Avatar @YellowLabLife on X 2025-07-18 12:31:44 UTC 25K followers, 9908 engagements

"One of the koalas IRAs is XX% North Kivu tin (producing) XX% Quebec lithium (not producing) Gives you all a glimpse into the inner core of the eucalyptus tree & its guiding light"
@YellowLabLife Avatar @YellowLabLife on X 2025-07-18 20:42:49 UTC 25K followers, 6537 engagements

"Locked account but koala suspect they wont mind And what do you knowwhitehaven coal to buyback A$72 million of shares next X months Capital returns during the deferred payment period early than expected Believe the phrase the koala is looking for isLFG $whc.ax"
@YellowLabLife Avatar @YellowLabLife on X 2025-02-19 21:45:46 UTC 25K followers, 7254 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"
@YellowLabLife Avatar @YellowLabLife on X 2025-04-08 22:55:49 UTC 25K followers, 8462 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""
@YellowLabLife Avatar @YellowLabLife on X 2024-05-13 13:22:47 UTC 25K followers, 7605 engagements

"Worth just pointing out while its XX% of the revenue (in fact NdPr + Dy + Tb is XX% of total revenue) at Brooks Ramaco $METC used a NdPr price assumption $20/kg ABOVE the price floor DoD gave $MP Materials Even if govt gives the $$ to build it the mine won't be profitable unless some insane scandium price floor is available exclusively to Ramaco How does the government do that when Rio Tinto & Sunrise (chair Robert Friedland) would sell Five Eyes origin quantities for $2000/kg all day to a US government stockpile Doesn't matter right now in meme-land but worth bearing in mind it will"
@YellowLabLife Avatar @YellowLabLife on X 2025-07-16 20:13:18 UTC 25K followers, 6032 engagements

"Anyone who looks at the TNR Gold $tnr.v $trrxf twitter feed or that of its CEO will get a good laugh reading this as the koala did The audacity of these comments from a director who owns only 432k shares (c$40k) and 1.6mm options (most if not all at c$0.05) who made c$60k and c$70k in cash fees as a director the past two fiscal years I can only aspire to that level of chutzpah Then watching him promote random crypto tokens and defi all day what exactly is his mining exploration Argentina or royalties expertise Dont think its unreasonable to expect after all these years (joined board in 2018)"
@YellowLabLife Avatar @YellowLabLife on X 2025-07-19 02:17:27 UTC 25K followers, 3750 engagements

"$1.2 billion for a mine that Produces XXX tonnes gold per year for next XX years (176koz) At$800/oz cost but lets round up to $1000 asic Sousing $2500 consensus LT gold $1500 * 175koz30% taxes $175mm after-tax net income/fcf So XXXX% fcf yield And 4.5x EBITDA The first page of the Solidcore investor presentation should be a side by side of their market valuation and operational stats versus what Zijin is paying for this"
@YellowLabLife Avatar @YellowLabLife on X 2025-06-30 11:11:30 UTC 25K followers, 20.7K engagements

"The Koala checked the last @ReecycleInc news release and investor presentation The company has already bought a hydrogen decrepitation furnace for the commercial scale plant"
@YellowLabLife Avatar @YellowLabLife on X 2025-07-17 14:04:06 UTC 25K followers, 3566 engagements

"The funny thing to the Koala about Yancoal $YAL.AX here is.we literally saw this play out 10-11 months ago with Whitehaven $WHC.AX when they halted the buyback That was a buying opportunity What's our range of outcomes They buy Anglo Coal at a reasonable price.positive They overpay for Anglo Coal.not great but not bad depending on the extent positive Whitehaven though (shows multiples have reset higher) They don't win Anglo Coal.dividend supercharged in Feb stock "recovers" They buy solar copper insert insane future facing adventure here.not good stock drawdown validated Stock at A$5.50 (just"
@YellowLabLife Avatar @YellowLabLife on X 2024-08-21 03:30:17 UTC 25K followers, 14K 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"
@YellowLabLife Avatar @YellowLabLife on X 2025-04-28 16:54:09 UTC 25K followers, 4297 engagements

"Thinking back on the last XXX days or so Ivan Glasenberg bought Glencore $GLEN $GLEN.L shares in early April for US$3/share for the first time since the September 2015 equity raise He is up XX% in XXX days Not bad for a retired commodities trader"
@YellowLabLife Avatar @YellowLabLife on X 2025-07-11 14:28:30 UTC 25K followers, 8535 engagements

"Challenge here is how do you value the IOCC equity stake + there are enough 5-10% shareholders that its sort of a stand off Also a little bit similar to IAMGOLD $IAG $IMG.TO where everyone is worried Agnico $AEM just comes over the top.the presence of Franco $FNV on the $LIF.TO register looms over any attempt PS - arguably the cushiest corporate gig to have do a quarterly IOCC board meeting make sure the check clears at Scotia set the dividend based on min cash policy collect a paycheck So no one really motivated to sell the company"
@YellowLabLife Avatar @YellowLabLife on X 2025-07-18 14:41:26 UTC 25K followers, XXX engagements

"If we are going to start talking gold M&A in Canada when does someone step up and take IAMGOLD $IAG out Building Cote nearly killed the company but it now is built Even if you put zero on Essakane surely someone else takes Westwood off your hands The koala wonders"
@YellowLabLife Avatar @YellowLabLife on X 2025-07-15 16:00:41 UTC 25K followers, 5417 engagements

"So does every Agnico Eagle $AEM strategic opportunities board session consist of this slide and a bilingual hockey fight over which one they buy next"
@YellowLabLife Avatar @YellowLabLife on X 2025-07-16 22:03:02 UTC 25K followers, 5056 engagements

"Mate all the retail bagholders from this edition of "Pebble is going to happen" delusional pump cycle are going to see is multiple executives and directors pocketing X figure payouts on those options because of the X week extension Regardless of how that compares to the mark to market on their personal stock holdings Point is company is going to have a lot of upset shareholders and those options being exercised a couple days before expiry only fans the flames"
@YellowLabLife Avatar @YellowLabLife on X 2025-07-18 13:25:43 UTC 25K followers, XXX engagements

"Sort of surprised to see Zhou Guanyu getting all this rumored attention for Cadillac when clearly if they are going for name recognition & sponsorship the right person to pair with Checo is Mick Schumacher"
@YellowLabLife Avatar @YellowLabLife on X 2025-04-29 17:41:46 UTC 25K followers, 9319 engagements

"Idk what is happening with MAC Copper $mtal $mac.ax right now but clearly someone is buying it And as a REEcycle shareholder the koala welcomes the liberation of Mick McMullens time to focus on our rare earth EAF in the USA Stillwater Detour GT Gold All the private stuff Now MAC Whatever will he create value in next PS - this is going to be a fun week"
@YellowLabLife Avatar @YellowLabLife on X 2025-05-27 01:37:44 UTC 25K followers, 7705 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 2024 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"
@YellowLabLife Avatar @YellowLabLife on X 2025-07-15 13:06:19 UTC 25K followers, 11.1K engagements

"Very exciting news release from @PallasResources Something tells the koala the maiden Sarybastu drilling will have Tom Woolrych @tom_woolrych excited But also those are some real meters being drilled and funded by Ivanhoe Mines and First Quantum"
@YellowLabLife Avatar @YellowLabLife on X 2025-04-09 15:32:43 UTC 25K followers, 6436 engagements

"This is a big deal.Lifezone $LZM and Kabanga are interesting to the koala again BHP was in no position politically to advance a Tanzanian nickel/copper polymetallic greenfields while Nickel West in WA was idled Now Lifezone controls their own destiny Clearly an equity raise is coming but it's actually interesting and not just a way to extend option time value Big outstanding question (koala trying to be on holiday so read NR once didn't find clear answer) is will Tanzania play ball with exporting a concentrate or are they still hung up on the idea of a smelter/refined metal in country"
@YellowLabLife Avatar @YellowLabLife on X 2025-07-18 11:58:28 UTC 25K followers, 5539 engagements

"Fwiw the koala would not be surprised to see Ramaco $METC go much much higher here We are in that sort of tape None of these fundamental observations matter for now in fact the more the koala points it out would not be surprised if an algo flags it as "cope" as buys more"
@YellowLabLife Avatar @YellowLabLife on X 2025-07-17 14:07:49 UTC 25K followers, 2455 engagements