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Yellow Lab Life Capital @YellowLabLife on x 25K followers
Created: 2025-07-18 11:58:28 UTC
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 (matters for capex and overall economics)
Not for nothing, and definitely some recency bias here but...once built this has IRH written all over it as an operation
But hey, $8/lb nickel, $4.50/lb copper, $15/lb cobalt...this is ~$450/t in-situ rock. If Tanzania wants to become a proper mining jurisdiction, this is the test case
Congrats to the team here on untying this tricky knot and progressing forward
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