[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 Yellow Lab Life Capital Yellow Lab Life Capital posts on X about koala, $aall, $teck, canada the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1218604193025490949/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX -XXXX% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1218604193025490949/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +12% - X Year XXX +42% ### Followers: XXXXXX [#](/creator/twitter::1218604193025490949/followers)  - X Week XXXXXX +0.14% - X Month XXXXXX +0.46% - X Months XXXXXX +7% - X Year XXXXXX +16% ### CreatorRank: XXXXXXX [#](/creator/twitter::1218604193025490949/influencer_rank)  ### Social Influence **Social category influence** [countries](/list/countries) XXXXX% [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXX% [travel destinations](/list/travel-destinations) XXXX% [currencies](/list/currencies) XXXX% [luxury brands](/list/luxury-brands) XXXX% **Social topic influence** [koala](/topic/koala) #89, [$aall](/topic/$aall) #2, [$teck](/topic/$teck) #3, [canada](/topic/canada) 5.26%, [business](/topic/business) 5.26%, [if you](/topic/if-you) 5.26%, [$tnrv](/topic/$tnrv) #1, [$bhp](/topic/$bhp) #32, [for all](/topic/for-all) 3.51%, [all the](/topic/all-the) XXXX% **Top accounts mentioned or mentioned by** [@arrakisglobal](/creator/undefined) [@thomasphilipp6](/creator/undefined) [@inglouriouscap](/creator/undefined) [@paulgf72](/creator/undefined) [@jfishback](/creator/undefined) [@radog77](/creator/undefined) [@jamesiebabie1](/creator/undefined) [@tnrgold](/creator/undefined) [@respeculator](/creator/undefined) [@99proble](/creator/undefined) [@conkers3](/creator/undefined) [@financetiger](/creator/undefined) [@1_adoy](/creator/undefined) [@coldmansax](/creator/undefined) [@alchemyoffinan1](/creator/undefined) [@ed_fin](/creator/undefined) [@brando2commando](/creator/undefined) [@tuvidux](/creator/undefined) [@investscletus](/creator/undefined) [@absreturnchaser](/creator/undefined) **Top assets mentioned** [Teck Resources Limited (TECK)](/topic/$teck) [BHP Group Limited (BHP)](/topic/$bhp) [Bitcoin Gold (BTG)](/topic/$btg) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [NovaGold Resources Inc. (NG)](/topic/$ng) [Rio Tinto plc (RIO)](/topic/rio-tinto) [Sigma Lithium Corporation Common Shares (SGML)](/topic/$sgml) ### Top Social Posts Top posts by engagements in the last XX hours "To whomever in Ottawa reads the eucalyptus leaves off the tree hello If $Teck was actually a Canadian company with material valuable assets in country the concerns wouldnt be concerns. The fact its more a Chilean American or Peruvian company is why you are concerned" [X Link](https://x.com/YellowLabLife/status/1990861959403610405) 2025-11-18T19:17Z 26.3K followers, 8748 engagements "BHP showing discipline it seems and probably wanted a chance to do some DD (shades of Oz Minerals) but Anglo wasnt ready to break the Teck deal for a DD contingent offer Shame we may never know the economic proposal Anglo knocked back" [X Link](https://x.com/YellowLabLife/status/1992721572852117944) 2025-11-23T22:27Z 26.3K followers, 4808 engagements "In all seriousness the Anglo $AAL.L $NGLOY board and mgmt are going to have to answer for this if Glencore $GLEN.L says they prefer Line X over a QB2 joint venture or not convinced which is superior at the December CMD The current Anglo share price assumes the QB/Collahuasi joint venture actually happens you ever negotiated with Glencore when they have leverage and after GlenTeck 2023 it might be a little personal Line X v JV economics will be a fun debate in markets next XX months especially if QB2 missed guidance even one more time $BHP clearly putting a marker out with a number above the" [X Link](https://x.com/YellowLabLife/status/1993121728730468535) 2025-11-25T00:57Z 26.3K followers, 5089 engagements "How in the world did the Anglo American $AAL.L board with a straight face knock back GBP XX / share in mostly stock when they were trading 27-28 with effectively the POTENTIAL QB2-Collahuasi JV synergies priced into the stock already $BHP begging Elliott to have sharp elbows" [X Link](https://x.com/YellowLabLife/status/1995472017387122710) 2025-12-01T12:36Z 26.3K followers, 7016 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) 2025-09-08T23:26Z 26.3K followers, 45.4K 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) 2025-10-01T02:23Z 26.3K followers, 24.8K engagements "Probably not a buy today (old pod monkey thought) but the koala has seen this script in other iterations enough times to say if market panic sell B2Gold $BTG to mark Fekola to zero.that's a gift It's 500km Bamako to Fekola" [X Link](https://x.com/YellowLabLife/status/1984310893627277758) 2025-10-31T17:25Z 26.3K followers, 7791 engagements "Everyone on the $TECK Resources enjoy QB2 on Tuesday and the presentation on Monday for those that are not enjoy the webcast It's time for the questions and what matters: By category: QB2 Tailings QB2/Collahuasi joint venture The merits of the corporate synergies QB2 as a standalone operation 1/n" [X Link](https://x.com/YellowLabLife/status/1985167555342881026) 2025-11-03T02:10Z 26.3K followers, 8410 engagements "A mentor confidant and trusted peer asked the koala this week so what happens after warrior $hcc delivers the capital return framework and its a triple digit stock Koala: Whitehaven $whc.ax in so many many uncomfortable ways Whitehaven. If smart theyd even merge" [X Link](https://x.com/YellowLabLife/status/1997081687184818255) 2025-12-05T23:12Z 26.3K followers, 9747 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) 2025-09-08T22:54Z 26.3K followers, 37.1K engagements "Wanted to sleep on this before replying Think the Koala has made no secret of its views if there weren't any soft issues involved Glencore + Vale would be an amazing combination But will Brasilia accept a non-Brazilian CEO Even though it's a private company there is some emotional considerations. Could you do a merger of Glencore Metals & Vale BM into a NewCo leaving Vale Iron Solutions & GlenCOAL for their respective shareholders Sounds like an i-banking / tax lawyer / M&A lawyer dream deal Perhaps we could start with just doing "Project Obvious" in Sudbury if there are any synergies left to" [X Link](https://x.com/YellowLabLife/status/1988598241978376491) 2025-11-12T13:22Z 26.3K followers, 8772 engagements "Nick Popovic joining the board A westerner who the koala would feel comfortable jokingly calling Mr Kazakhstan given his Kazzinc history while at Glencore Very exciting" [X Link](https://x.com/YellowLabLife/status/1993676642003423590) 2025-11-26T13:42Z 26.3K followers, 7862 engagements "You want copper growth At lower capital intensity than the BHP bid for Anglo Diversified across multiple jurisdictions XXX kt CuEq growth next XX years.that is self funded by the copper business cash flows. 1/2" [X Link](https://x.com/YellowLabLife/status/1996209230106472950) 2025-12-03T13:25Z 26.3K followers, 5851 engagements "This is the price deck Glencore used to make that self-funding claim It.doesn't seem crazy 2/2" [X Link](https://x.com/YellowLabLife/status/1996209234888028376) 2025-12-03T13:25Z 26.3K followers, 2614 engagements "Just eyeballing it Adriatic $adt.ax is what A$1bn market cap A$1.3bn enterprise value So call it US$1bn The koala thinks Graham Kerr and the South32 $S32.AX board should be asked why spending US$2 billion to build Hermosa Taylor is a better use of capital than putting a XX% premium in front of Paul Cronin using S32 paper or even using cash If we normalize this absurd zinc price assumption the EBITDA/FCF of Vares versus Taylor are in a similar zip code" [X Link](https://x.com/YellowLabLife/status/1758124863489749286) 2024-02-15T13:43Z 26.3K followers, 15.6K engagements "No position in the eucalyptus tree but this recent initiation on Adriatic $adt.ax has a real zinger if you are a long suffering South32 $S32.ax shareholder or board member Considering Vares is BUILT the koala has to imagine every South32 shareholder wondering why FID Hermosa when XX% cash premium would probably get them Adriatic XX% premium would be a$6.20/sh Thats a$1.9bn or us$1.2bn Using Hermosa price deck NAV is A$7.80/sh 308mm shares So a$1.60 * XXX is a$500mm (us$350mm) of discount to NAV Or spend $2.1bn and multiple years (probably some construction capex inflation risk too) chasing" [X Link](https://x.com/YellowLabLife/status/1778428638645404130) 2024-04-11T14:23Z 26.3K followers, 14.6K 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" [X Link](https://x.com/YellowLabLife/status/1892329755355025516) 2025-02-19T21:45Z 26.3K followers, 7284 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) 2025-10-03T16:11Z 26.3K followers, 21.1K engagements "Hey Monica from NovaGold $NG here you go" [X Link](https://x.com/YellowLabLife/status/1976412084478067029) 2025-10-09T22:18Z 26.3K followers, 7689 engagements "Someone remind the Koala in a couple days to write a list of questions for all the class B $TECK shareholders going on the QB2 site visit next week and of course all the Anglo American $AAL.L shareholders too" [X Link](https://x.com/YellowLabLife/status/1983700591357653336) 2025-10-30T01:00Z 26.3K followers, 12.1K engagements "If no sales person works this gif into their morning email regarding this $BHP approach of Anglo $AAL.L the koala will be sorely disappointed" [X Link](https://x.com/YellowLabLife/status/1992734165884944891) 2025-11-23T23:17Z 26.3K followers, 7321 engagements "If you get the technical people 1x1 unchaperoned during the visit to Teck $teck these are the concise technicals to ask as well as we try to figure out is the qb2 ore different than everything else or did they design something differently" [X Link](https://x.com/YellowLabLife/status/1985331846398308353) 2025-11-03T13:02Z 26.3K followers, 5095 engagements "@respeculator You gotta exclude Canada from that to get to the core point And the Koala is pretty sure the answer is Kitimat by Rio Tinto in BC like 10ish years ago" [X Link](https://x.com/YellowLabLife/status/1995353311223124273) 2025-12-01T04:44Z 26.3K followers, 2684 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) 2025-09-12T18:50Z 26.3K followers, 7234 engagements "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) 2025-09-15T19:41Z 26.3K followers, 12.7K engagements "Seeing the Osisko Metals strategic placement the Koala thinks adjusting for strip ratios can say it feels very good about one of its copper developer positions" [X Link](https://x.com/YellowLabLife/status/1996207224511938621) 2025-12-03T13:17Z 26.3K followers, 5762 engagements "Based on the inbox today the Koala has one comment: $SURG.V" [X Link](https://x.com/YellowLabLife/status/1996726708779495470) 2025-12-04T23:41Z 26.3K followers, 4813 engagements "Broken hearts and dreams in Lithium Valley of Brazil. The Sigma Lithium story continues where is that restart plan $SGML" [X Link](https://x.com/YellowLabLife/status/1998758453242900660) 2025-12-10T14:15Z 26.3K followers, 2624 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) 2025-08-07T17:49Z 26.3K followers, 8521 engagements "Seems a bit early to announce the TNR Gold $TNR.V $TRRXF AGM date in June 2026 the koala thinksalmost wonder why" [X Link](https://x.com/YellowLabLife/status/1994618706924810637) 2025-11-29T04:05Z 26.3K followers, 6910 engagements "The koala is shocked to see Gold Royalty Corp $GROY trading below bought deal price Good accretive deal great seller who has a valid reason to transact (an illiquid royalty where the operator of the asset is changing)" [X Link](https://x.com/YellowLabLife/status/1998051574766051839) 2025-12-08T15:26Z 26.3K followers, 5069 engagements "If the koala may say something diplomatically at first glance wtaf is Rio2 $RIO.TO thinking Always open to being wrong butthis isnt what people are in Rio2 for" [X Link](https://x.com/YellowLabLife/status/1998141348067922408) 2025-12-08T21:23Z 26.3K followers, 15.4K engagements "Considering the $$ both the CEO and VP Corp Dev at TNR Gold $TNR.V have made the past X months early exercising options that are several months or even years from expiring the Koala is going to be really bummed if it doesn't get a holiday card from the Klip family" [X Link](https://x.com/YellowLabLife/status/1998772698206359808) 2025-12-10T15:12Z 26.3K followers, 2075 engagements "One thing the Koala respects about the godfather of the mining pods is he evaluated the "spin out" model and decided against it because after 20+ years his process is tailor made for a platform so why use time fundraising & managing a business Very rare ego control in that call" [X Link](https://x.com/YellowLabLife/status/1998780159105659111) 2025-12-10T15:41Z 26.3K followers, 4457 engagements "If you want one concise reason why the Koala thinks TNR Gold $TNR.V $TRRXF is worth more under a new management and board never forget: This board granted stock options to themselves AFTER receiving a takeover proposal at a XX% premium without disclosing it to the market" [X Link](https://x.com/YellowLabLife/status/1998790255521181944) 2025-12-10T16:21Z 26.3K followers, 2404 engagements
[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 Yellow Lab Life Capital
Yellow Lab Life Capital posts on X about koala, $aall, $teck, canada the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX -XXXX%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +12%
- X Year XXX +42%
Followers: XXXXXX #
- X Week XXXXXX +0.14%
- X Month XXXXXX +0.46%
- X Months XXXXXX +7%
- X Year XXXXXX +16%
CreatorRank: XXXXXXX #
Social Influence
Social category influence countries XXXXX% finance XXXXX% stocks XXXX% travel destinations XXXX% currencies XXXX% luxury brands XXXX%
Social topic influence koala #89, $aall #2, $teck #3, canada 5.26%, business 5.26%, if you 5.26%, $tnrv #1, $bhp #32, for all 3.51%, all the XXXX%
Top accounts mentioned or mentioned by @arrakisglobal @thomasphilipp6 @inglouriouscap @paulgf72 @jfishback @radog77 @jamesiebabie1 @tnrgold @respeculator @99proble @conkers3 @financetiger @1_adoy @coldmansax @alchemyoffinan1 @ed_fin @brando2commando @tuvidux @investscletus @absreturnchaser
Top assets mentioned Teck Resources Limited (TECK) BHP Group Limited (BHP) Bitcoin Gold (BTG) Warrior Met Coal, Inc. (HCC) NovaGold Resources Inc. (NG) Rio Tinto plc (RIO) Sigma Lithium Corporation Common Shares (SGML)
Top Social Posts
Top posts by engagements in the last XX hours
"To whomever in Ottawa reads the eucalyptus leaves off the tree hello If $Teck was actually a Canadian company with material valuable assets in country the concerns wouldnt be concerns. The fact its more a Chilean American or Peruvian company is why you are concerned"
X Link 2025-11-18T19:17Z 26.3K followers, 8748 engagements
"BHP showing discipline it seems and probably wanted a chance to do some DD (shades of Oz Minerals) but Anglo wasnt ready to break the Teck deal for a DD contingent offer Shame we may never know the economic proposal Anglo knocked back"
X Link 2025-11-23T22:27Z 26.3K followers, 4808 engagements
"In all seriousness the Anglo $AAL.L $NGLOY board and mgmt are going to have to answer for this if Glencore $GLEN.L says they prefer Line X over a QB2 joint venture or not convinced which is superior at the December CMD The current Anglo share price assumes the QB/Collahuasi joint venture actually happens you ever negotiated with Glencore when they have leverage and after GlenTeck 2023 it might be a little personal Line X v JV economics will be a fun debate in markets next XX months especially if QB2 missed guidance even one more time $BHP clearly putting a marker out with a number above the"
X Link 2025-11-25T00:57Z 26.3K followers, 5089 engagements
"How in the world did the Anglo American $AAL.L board with a straight face knock back GBP XX / share in mostly stock when they were trading 27-28 with effectively the POTENTIAL QB2-Collahuasi JV synergies priced into the stock already $BHP begging Elliott to have sharp elbows"
X Link 2025-12-01T12:36Z 26.3K followers, 7016 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 2025-09-08T23:26Z 26.3K followers, 45.4K 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 2025-10-01T02:23Z 26.3K followers, 24.8K engagements
"Probably not a buy today (old pod monkey thought) but the koala has seen this script in other iterations enough times to say if market panic sell B2Gold $BTG to mark Fekola to zero.that's a gift It's 500km Bamako to Fekola"
X Link 2025-10-31T17:25Z 26.3K followers, 7791 engagements
"Everyone on the $TECK Resources enjoy QB2 on Tuesday and the presentation on Monday for those that are not enjoy the webcast It's time for the questions and what matters: By category: QB2 Tailings QB2/Collahuasi joint venture The merits of the corporate synergies QB2 as a standalone operation 1/n"
X Link 2025-11-03T02:10Z 26.3K followers, 8410 engagements
"A mentor confidant and trusted peer asked the koala this week so what happens after warrior $hcc delivers the capital return framework and its a triple digit stock Koala: Whitehaven $whc.ax in so many many uncomfortable ways Whitehaven. If smart theyd even merge"
X Link 2025-12-05T23:12Z 26.3K followers, 9747 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 2025-09-08T22:54Z 26.3K followers, 37.1K engagements
"Wanted to sleep on this before replying Think the Koala has made no secret of its views if there weren't any soft issues involved Glencore + Vale would be an amazing combination But will Brasilia accept a non-Brazilian CEO Even though it's a private company there is some emotional considerations. Could you do a merger of Glencore Metals & Vale BM into a NewCo leaving Vale Iron Solutions & GlenCOAL for their respective shareholders Sounds like an i-banking / tax lawyer / M&A lawyer dream deal Perhaps we could start with just doing "Project Obvious" in Sudbury if there are any synergies left to"
X Link 2025-11-12T13:22Z 26.3K followers, 8772 engagements
"Nick Popovic joining the board A westerner who the koala would feel comfortable jokingly calling Mr Kazakhstan given his Kazzinc history while at Glencore Very exciting"
X Link 2025-11-26T13:42Z 26.3K followers, 7862 engagements
"You want copper growth At lower capital intensity than the BHP bid for Anglo Diversified across multiple jurisdictions XXX kt CuEq growth next XX years.that is self funded by the copper business cash flows. 1/2"
X Link 2025-12-03T13:25Z 26.3K followers, 5851 engagements
"This is the price deck Glencore used to make that self-funding claim It.doesn't seem crazy 2/2"
X Link 2025-12-03T13:25Z 26.3K followers, 2614 engagements
"Just eyeballing it Adriatic $adt.ax is what A$1bn market cap A$1.3bn enterprise value So call it US$1bn The koala thinks Graham Kerr and the South32 $S32.AX board should be asked why spending US$2 billion to build Hermosa Taylor is a better use of capital than putting a XX% premium in front of Paul Cronin using S32 paper or even using cash If we normalize this absurd zinc price assumption the EBITDA/FCF of Vares versus Taylor are in a similar zip code"
X Link 2024-02-15T13:43Z 26.3K followers, 15.6K engagements
"No position in the eucalyptus tree but this recent initiation on Adriatic $adt.ax has a real zinger if you are a long suffering South32 $S32.ax shareholder or board member Considering Vares is BUILT the koala has to imagine every South32 shareholder wondering why FID Hermosa when XX% cash premium would probably get them Adriatic XX% premium would be a$6.20/sh Thats a$1.9bn or us$1.2bn Using Hermosa price deck NAV is A$7.80/sh 308mm shares So a$1.60 * XXX is a$500mm (us$350mm) of discount to NAV Or spend $2.1bn and multiple years (probably some construction capex inflation risk too) chasing"
X Link 2024-04-11T14:23Z 26.3K followers, 14.6K 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"
X Link 2025-02-19T21:45Z 26.3K followers, 7284 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 2025-10-03T16:11Z 26.3K followers, 21.1K engagements
"Hey Monica from NovaGold $NG here you go"
X Link 2025-10-09T22:18Z 26.3K followers, 7689 engagements
"Someone remind the Koala in a couple days to write a list of questions for all the class B $TECK shareholders going on the QB2 site visit next week and of course all the Anglo American $AAL.L shareholders too"
X Link 2025-10-30T01:00Z 26.3K followers, 12.1K engagements
"If no sales person works this gif into their morning email regarding this $BHP approach of Anglo $AAL.L the koala will be sorely disappointed"
X Link 2025-11-23T23:17Z 26.3K followers, 7321 engagements
"If you get the technical people 1x1 unchaperoned during the visit to Teck $teck these are the concise technicals to ask as well as we try to figure out is the qb2 ore different than everything else or did they design something differently"
X Link 2025-11-03T13:02Z 26.3K followers, 5095 engagements
"@respeculator You gotta exclude Canada from that to get to the core point And the Koala is pretty sure the answer is Kitimat by Rio Tinto in BC like 10ish years ago"
X Link 2025-12-01T04:44Z 26.3K followers, 2684 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 2025-09-12T18:50Z 26.3K followers, 7234 engagements
"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 2025-09-15T19:41Z 26.3K followers, 12.7K engagements
"Seeing the Osisko Metals strategic placement the Koala thinks adjusting for strip ratios can say it feels very good about one of its copper developer positions"
X Link 2025-12-03T13:17Z 26.3K followers, 5762 engagements
"Based on the inbox today the Koala has one comment: $SURG.V"
X Link 2025-12-04T23:41Z 26.3K followers, 4813 engagements
"Broken hearts and dreams in Lithium Valley of Brazil. The Sigma Lithium story continues where is that restart plan $SGML"
X Link 2025-12-10T14:15Z 26.3K followers, 2624 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 2025-08-07T17:49Z 26.3K followers, 8521 engagements
"Seems a bit early to announce the TNR Gold $TNR.V $TRRXF AGM date in June 2026 the koala thinksalmost wonder why"
X Link 2025-11-29T04:05Z 26.3K followers, 6910 engagements
"The koala is shocked to see Gold Royalty Corp $GROY trading below bought deal price Good accretive deal great seller who has a valid reason to transact (an illiquid royalty where the operator of the asset is changing)"
X Link 2025-12-08T15:26Z 26.3K followers, 5069 engagements
"If the koala may say something diplomatically at first glance wtaf is Rio2 $RIO.TO thinking Always open to being wrong butthis isnt what people are in Rio2 for"
X Link 2025-12-08T21:23Z 26.3K followers, 15.4K engagements
"Considering the $$ both the CEO and VP Corp Dev at TNR Gold $TNR.V have made the past X months early exercising options that are several months or even years from expiring the Koala is going to be really bummed if it doesn't get a holiday card from the Klip family"
X Link 2025-12-10T15:12Z 26.3K followers, 2075 engagements
"One thing the Koala respects about the godfather of the mining pods is he evaluated the "spin out" model and decided against it because after 20+ years his process is tailor made for a platform so why use time fundraising & managing a business Very rare ego control in that call"
X Link 2025-12-10T15:41Z 26.3K followers, 4457 engagements
"If you want one concise reason why the Koala thinks TNR Gold $TNR.V $TRRXF is worth more under a new management and board never forget: This board granted stock options to themselves AFTER receiving a takeover proposal at a XX% premium without disclosing it to the market"
X Link 2025-12-10T16:21Z 26.3K followers, 2404 engagements