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Yellow Lab Life Capital @YellowLabLife on x 25K followers
Created: 2025-02-26 20:38:10 UTC
The lament of Gary Nagle at Glencore $glen $glen.l
I am a believer the rest of the western world and capital markets are wrong about coal (long only’s looking for inflows do not like, for explaining coal not satan is blasphemous heresy)
And you’ll see I’m right in 1-2 years so not for this bonus cycle (pod monkey’s angry for they must eat now or they shall perish)
Because you all don’t appreciate I have to make capital allocation decisions on the spot opportunistically when presented with them and will not truly receive a report card for 5-10 years because it’s more like my CEO tenure is basically an Apollo/Blackstone PE fund
Why am I a public company?
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Related Topics stocks pod $glen $glenl mergers and acquisitions