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"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 26.1K followers, 8462 engagements
"Lundin Mining $LUN.T $LUNMF guiding to $500mm free cash flow after growth capex in 2025 and $X billion of funding capacity (assuming XXX net debt / EBITDA) which means cough cough Vicua can be funded off the balance sheet Feel sort of embarrassed the koala isnt very long this name It has that Blue Creek / Big River set up the growth is outside most institutional time horizons and its also well within the capital capacity of the existing entity In a world where First Quantum is a single issue name (Panama) Tecks pipeline of internal opportunities not very exciting pretty clear this is the"
X Link @YellowLabLife 2025-06-18T14:52Z 26.1K followers, 20.6K engagements
"In 2011 Barrick Gold $GOLD paid a monster C$7.3 billion - in cash - to acquire Equinox Minerals. That deal along with the IPO of Glencore $GLEN.L marked the top of the commodity bull market. Looking at $BHP and Lundin Mining $LUN.TO $LUNMF bid C$4.1 billion for Filo Mining $FIL.TO $FLMMF - a XX% premium - gives me the same eerie feeling. These mega acquisitions rarely work to the buyer's advantage. Newmont $NEM is still reeling from its ill-advised acquisition of Goldcorp. Kinross has a permanent black eye due to its misadventure with FDN. SSR Mining $SSRM gambled away the family silver when"
X Link @kashyap286 2024-07-30T05:25Z 21.8K followers, 2655 engagements