[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](https://lunarcrush.com/gi/w:26/cr:twitter::1218604193025490949.png) @YellowLabLife Yellow Lab Life Capital

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

### Engagements: XXXXX [#](/creator/twitter::1218604193025490949/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1218604193025490949/c:line/m:interactions.svg)

- X Week XXXXXXX -XXXX%
- X Month XXXXXXX +37%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX -XXXX%

### Mentions: XX [#](/creator/twitter::1218604193025490949/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1218604193025490949/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +7.90%
- X Months XXX -X%
- X Year XXX +64%

### Followers: XXXXXX [#](/creator/twitter::1218604193025490949/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1218604193025490949/c:line/m:followers.svg)

- X Week XXXXXX +0.92%
- X Month XXXXXX +2%
- X Months XXXXXX +7.80%
- X Year XXXXXX +17%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1218604193025490949/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1218604193025490949/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1218604193025490949/influence)
---

**Social category influence**
[finance](/list/finance)  XXX% [countries](/list/countries)  XXXX% [stocks](/list/stocks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [currencies](/list/currencies)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[mining](/topic/mining) #583, [$glenl](/topic/$glenl) #20, [$sgml](/topic/$sgml) #2, [$aall](/topic/$aall) 1.3%, [$teck](/topic/$teck) 1.3%, [debt](/topic/debt) #1232, [balance sheet](/topic/balance-sheet) #992, [panama](/topic/panama) #381, [$tmc](/topic/$tmc) 0.78%, [$fmto](/topic/$fmto) #1

**Top accounts mentioned or mentioned by**
[@tuvidux](/creator/undefined) [@horribledisgust](/creator/undefined) [@kashyap286](/creator/undefined) [@praisekek](/creator/undefined) [@bftd2025](/creator/undefined) [@respeculator](/creator/undefined) [@leezybreezy1](/creator/undefined) [@hankruehl](/creator/undefined) [@coldmansax](/creator/undefined) [@cowboybeeshop](/creator/undefined) [@perp_ster](/creator/undefined) [@blackjack155361](/creator/undefined) [@reecycleinc](/creator/undefined) [@travmoneyofmine](/creator/undefined) [@agnostoxxx](/creator/undefined) [@investw_a_s](/creator/undefined) [@kirillklip](/creator/undefined) [@yuanyicaonimei](/creator/undefined) [@citrini7](/creator/undefined) [@neilringdahl](/creator/undefined)

**Top assets mentioned**
[Sigma Lithium Corporation Common Shares (SGML)](/topic/$sgml) [Teck Resources Limited (TECK)](/topic/$teck) [TMC the metals company Inc. Common Stock (TMC)](/topic/$tmc) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [BHP Group Limited (BHP)](/topic/$bhp) [LoungeM (LZM)](/topic/$lzm) [Ramaco Resources, Inc. Common Stock (METC)](/topic/$metc) [Perpetua Resources Corp. Common Shares (PPTA)](/topic/$ppta) [MP Materials Corp. (MP)](/topic/$mp) [NovaGold Resources Inc. (NG)](/topic/$ng) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [NovaDEX (NVX)](/topic/$nvx) [BTU Protocol (BTU)](/topic/$btu)
### Top Social Posts [#](/creator/twitter::1218604193025490949/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](https://x.com/YellowLabLife/status/1967675035012767992) [@YellowLabLife](/creator/x/YellowLabLife) 2025-09-15T19:41Z 26.1K 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](https://x.com/YellowLabLife/status/1978381840877552090) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-15T08:46Z 26.1K 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](https://x.com/YellowLabLife/status/1965187062182879367) [@YellowLabLife](/creator/x/YellowLabLife) 2025-09-08T22:54Z 26.1K 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](https://x.com/YellowLabLife/status/1971255087935914064) [@YellowLabLife](/creator/x/YellowLabLife) 2025-09-25T16:46Z 26.1K followers, 11K 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](https://x.com/YellowLabLife/status/1975552709307572587) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-07T13:24Z 26.1K followers, 11.8K 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](https://x.com/YellowLabLife/status/1958704438396219595) [@YellowLabLife](/creator/x/YellowLabLife) 2025-08-22T01:35Z 26.1K followers, 7242 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](https://x.com/YellowLabLife/status/1974148559256584545) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-03T16:24Z 26.1K followers, 3933 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](https://x.com/YellowLabLife/status/1977402117968056621) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-12T15:52Z 26.1K followers, 16.6K 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](https://x.com/YellowLabLife/status/1947621779595530473) [@YellowLabLife](/creator/x/YellowLabLife) 2025-07-22T11:36Z 26.1K followers, 6253 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](https://x.com/YellowLabLife/status/1974576659622658239) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-04T20:45Z 26.1K followers, 11.1K 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](https://x.com/YellowLabLife/status/1973212182234992926) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-01T02:23Z 26.1K followers, 15.5K 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](https://x.com/YellowLabLife/status/1976671607943733479) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-10T15:30Z 26.1K followers, 8776 engagements


"So Teck guidance lets talk about it Set aside the 100kt d/g at QB2 in 2026 and $500mm of TSF capex The fact the high end of QB2 guidance in 2028 is 250kt and doesnt start with a X is incredible when you zoom out a bit Construction started in 2019 so XX yrs later still wont have come close to one single year of the original 316ktpa first X yrs production guidance Mining is hard"  
[X Link](https://x.com/YellowLabLife/status/1975825748221972654) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-08T07:29Z 26.1K followers, 8761 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](https://x.com/YellowLabLife/status/1891606648923246673) [@YellowLabLife](/creator/x/YellowLabLife) 2025-02-17T21:52Z 26.1K followers, 19.1K 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](https://x.com/YellowLabLife/status/1974145395543715985) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-03T16:11Z 26.1K followers, 1208 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](https://x.com/YellowLabLife/status/1977699391616991548) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-13T11:34Z 26.1K followers, 10.4K engagements


"No one is signing a prepay offtake next week after a contractor change until they see the new mining contractor perform at Sigma Lithium $sgml Speaking of which who exactly is the new mining contractor and are they mining today"  
[X Link](https://x.com/YellowLabLife/status/1979272515449954328) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-17T19:45Z 26.1K followers, 3525 engagements


"Hey Monica from NovaGold $NG here you go"  
[X Link](https://x.com/YellowLabLife/status/1976412084478067029) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-09T22:18Z 26.1K followers, 7357 engagements


"Definitely needed one more cup of coffee this morning before that Freeport $fcx and Glencore $glen.l tweet Backing out the half of grasberg they dont own and yikes yea the free cash flow yield isnt nearly as juicy as the headline high single digits"  
[X Link](https://x.com/YellowLabLife/status/1908619340444033130) [@YellowLabLife](/creator/x/YellowLabLife) 2025-04-05T20:34Z 26.1K followers, 5889 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](https://x.com/YellowLabLife/status/1977412742928802021) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-12T16:35Z 26.1K followers, 8320 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](https://x.com/YellowLabLife/status/1978230546846167532) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-14T22:44Z 26.1K 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](https://x.com/YellowLabLife/status/1977726448812069368) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-13T13:21Z 26.1K followers, 8648 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](https://x.com/YellowLabLife/status/1974145392762564965) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-03T16:11Z 26.1K 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](https://x.com/YellowLabLife/status/1976644276827095406) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-10T13:41Z 26.1K followers, 19.2K 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](https://x.com/YellowLabLife/status/1968112450395574455) [@YellowLabLife](/creator/x/YellowLabLife) 2025-09-17T00:39Z 26.1K followers, 9802 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](https://x.com/YellowLabLife/status/1977330434947367076) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-12T11:08Z 26.1K followers, 17.9K 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](https://x.com/YellowLabLife/status/1974982656036397394) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-05T23:38Z 26.1K followers, 16.1K 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](https://x.com/YellowLabLife/status/1960031829294981169) [@YellowLabLife](/creator/x/YellowLabLife) 2025-08-25T17:29Z 26.1K followers, 5827 engagements


"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 onlys looking for inflows do not like for explaining coal not satan is blasphemous heresy) And youll see Im right in 1-2 years so not for this bonus cycle (pod monkeys angry for they must eat now or they shall perish) Because you all dont 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 its more like my CEO tenure is basically"  
[X Link](https://x.com/YellowLabLife/status/1894849460020150502) [@YellowLabLife](/creator/x/YellowLabLife) 2025-02-26T20:38Z 26.1K followers, 13.6K 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](https://x.com/YellowLabLife/status/1966575160741237218) [@YellowLabLife](/creator/x/YellowLabLife) 2025-09-12T18:50Z 26.1K followers, 7081 engagements


"So what happens if the prepay offtake hasnt arrived by 3q earnings for Sigma $SGML How does Ana explain that and the balance sheet Is credibility annihilated and Marcelo has to make a tough decision You cant keep promising the check is in mail & will arrive next week"  
[X Link](https://x.com/YellowLabLife/status/1978908601528750488) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-16T19:39Z 26.1K followers, 4338 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](https://x.com/YellowLabLife/status/1976619108889219557) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-10T12:01Z 26.1K followers, 8051 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](https://x.com/YellowLabLife/status/1932601930867708283) [@YellowLabLife](/creator/x/YellowLabLife) 2025-06-11T00:53Z 26.1K followers, 7038 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](https://x.com/YellowLabLife/status/1974145398395842842) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-03T16:11Z 26.1K followers, 1059 engagements


"@Citrini7 Bloom Energy needs scandium and stock chart dont seem to care"  
[X Link](https://x.com/YellowLabLife/status/1977438064910717014) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-12T18:15Z 26.1K followers, 3245 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](https://x.com/YellowLabLife/status/1978228784147956153) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-14T22:37Z 26.1K followers, 4146 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](https://x.com/YellowLabLife/status/1935349884623655148) [@YellowLabLife](/creator/x/YellowLabLife) 2025-06-18T14:52Z 26.1K followers, 20.6K 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](https://x.com/YellowLabLife/status/1974145403554848954) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-03T16:11Z 26.1K followers, 3109 engagements


"Looking through $BHP results Company clearly in the middle of a major investment cycle of both replenishment (Escondida / South Australia) and growth (Jansen / Vicuna) And you know what $XXX billion market cap Annualized "spot" earnings of $XX billion (just annualized 1H FY25 and assuming some "back half weighting") Buybacks don't make sense here at these valuations license to grow and invest definitely there But a $X billion annualized dividend isn't going to attract incremental dividend investors at this market cap Wake up in X years with Jansen Phase X ramping but in the middle of"  
[X Link](https://x.com/YellowLabLife/status/1891615935028658622) [@YellowLabLife](/creator/x/YellowLabLife) 2025-02-17T22:29Z 26.1K followers, 6367 engagements


"Sold all Peabody $BTU in the eucalyptus tree and bought more Warrior $HCC and for the first time in years more Glencore $GLEN.L More the koala pondered on that conference call the more it kicks itself for not putting the dots together this morning that the guide was way too aggressive and acting swiftly It'll work out fine but this deal implies Blue Creek is worth just an absurd amount of $$ so in Walt & Dale we trust"  
[X Link](https://x.com/YellowLabLife/status/1861125346990469550) [@YellowLabLife](/creator/x/YellowLabLife) 2024-11-25T19:10Z 26.1K followers, 15.6K 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](https://x.com/YellowLabLife/status/1978449587300884959) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-15T13:15Z 26.1K followers, 11K 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](https://x.com/YellowLabLife/status/1953513760611565868) [@YellowLabLife](/creator/x/YellowLabLife) 2025-08-07T17:49Z 26.1K followers, 8464 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](https://x.com/YellowLabLife/status/1965195014595838049) [@YellowLabLife](/creator/x/YellowLabLife) 2025-09-08T23:26Z 26.1K followers, 45.2K 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](https://x.com/YellowLabLife/status/1974145401092456623) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-03T16:11Z 26.1K followers, 2911 engagements