[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](/creator/twitter/YellowLabLife) "It does seem inflation is the pathway out of this barring a productivity miracle that also flows in a mass distributed way such that a super majority of labor captures the surplus Makes the koala wonder why it doesnt own more gold or lean more into royalties along with real estate"  [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1946929608345161805) 2025-07-20 13:46:05 UTC 25K followers, 6929 engagements "Did not include the actual voting results which is required under Canadian securities law Mgmt didn't disclose the Jan 2024 results in a timely manner either.went back and check SEDAR post Jan XX 2024 news release next filing was Feb XX 2024 news release Mgmt and Board of TNR Gold $TNR.V $TRRXF are not going to have a choice this time rules are rules and the new shareholders will hold them to it We will see eventually just how "overwhelming" the support really is. If it was so impressive wouldn't the rational thing have been to scare the Koala with the numbers And that aside: The executive"  [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1937626142015447155) 2025-06-24 21:37:26 UTC 25K followers, 20.2K engagements "With all the love to Robert. Santa Cruz won't produce first cathode until after the Trump administration Copper World cathode is not happening until Year X. But considering both are producing cathode outside the Trump administration window. Why is Ivanhoe Electric $IE roofing and Hudbay $HBM not"  [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1943344891830100024) 2025-07-10 16:21:42 UTC 25K followers, 6592 engagements "In all seriousness if Randy at Ramaco $METC doesn't raise equity right here right now like MP Materials is doing.it'll be remembered as one of the biggest missed opportunities"  [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1945587159211151861) 2025-07-16 20:51:40 UTC 25K followers, 5684 engagements "As a general rule of thumb for the koala observing Robert for the last 13-15 years if he goes to meet the President of the country.he is probably pretty serious about the opportunity there"  [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1927786538185666958) 2025-05-28 17:58:21 UTC 25K followers, 6316 engagements "And well well what do we have herethe 2018 TNR Gold $TNR.V $TRRXF AGM detailed voting results in a news release That wasnt so hard back then was it 2/3"  [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1946393930112630971) 2025-07-19 02:17:29 UTC 25K followers, 4802 engagements "Anyone else look at this and think "maybe we should buy Komatsu $6301.T stock""  [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1907884980509806918) 2025-04-03 19:56:40 UTC 25K followers, 3494 engagements "Just eyeballing this comparison two layman observations without getting into all the technical details: 1) REEcycle uses a hydrogen based process to breakdown the scrap magnets into powders at the front end of the flow sheet (no idea if HyProMag is better at it than REEcycle maybe the Koala needs to call Julian for a chat) 2) If you stop at turning magnets back into magnet powder you are committing to the same magnet chemistry in the "new" magnet There may be circumstances where point X is irrelevant but the optionality to adjust the chemistry matters as material science innovates same way"  [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1945463625050620111) 2025-07-16 12:40:47 UTC 25K followers, 7087 engagements "The koala sees Norsemont Mining $NOM.TO getting some attention on bird app this weekend Went digging into the files in the eucalyptus tree That the Choquelimpie sulphides are refractory was known back in 1Q 2021 Commodity prices may change sentiment may change technological innovations may change but geology doesn't change in X years Ben @TheWealthMiner isn't perfect and the koala disagrees with him on a few things but he plays a straight bat even if he is at steady state a cynic/skeptic From an email the koala sent a contact in February 2021:"  [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1947043963933950280) 2025-07-20 21:20:29 UTC 25K followers, 4063 engagements "18 SEDI filings for Sigma Lithium $SGML Some of these go back to transactions in 2022 / 2023 / 2024 and today its June XX 2025 Are you f--ing serious Just just.how"  [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1939746603436581308) 2025-06-30 18:03:23 UTC 25K followers, 7664 engagements "Royalty consolidation continues and accelerates"  [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1942190535684280397) 2025-07-07 11:54:42 UTC 25K followers, 7783 engagements "The market's trust issues with Northern Dynasty $NAK are going to be fresh and raw after this disappointment That X week "extension" July 3rd to July 17th had the stock rip from under C$2 to over C$3/share And conveniently created a window for management and directors with C$2.01 options expiring July XX 2025 to exercise in the money which they did in that July 10-14th period (see SEDI). They did not wait for July 17th. Coupled with fact the stock moved on heavy volume yesterday ahead of the news release after the close made it feel like "someone knows something" which turns out to be"  [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1946186122364948884) 2025-07-18 12:31:44 UTC 25K followers, 18.6K engagements "One of the koalas IRAs is XX% North Kivu tin (producing) XX% Quebec lithium (not producing) Gives you all a glimpse into the inner core of the eucalyptus tree & its guiding light"  [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1946309708945498196) 2025-07-18 20:42:49 UTC 25K followers, 7087 engagements "Worth just pointing out while its XX% of the revenue (in fact NdPr + Dy + Tb is XX% of total revenue) at Brooks Ramaco $METC used a NdPr price assumption $20/kg ABOVE the price floor DoD gave $MP Materials Even if govt gives the $$ to build it the mine won't be profitable unless some insane scandium price floor is available exclusively to Ramaco How does the government do that when Rio Tinto & Sunrise (chair Robert Friedland) would sell Five Eyes origin quantities for $2000/kg all day to a US government stockpile Doesn't matter right now in meme-land but worth bearing in mind it will"  [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1945577503688429964) 2025-07-16 20:13:18 UTC 25K followers, 6039 engagements "And that is one hell of a Friday evening SEDI filing The CEO of Northern Dynasty $NAK $NDM.V sold 600000 shares on July 14th during the two weeks extension he was not in fact "the one who resisted temptation" What's funny is the options exercise that he probably did (you don't do the above sale AND let in the money options expire in the same week) doesn't get filed on SEDI same time But back to the main point: Are you fucking shitting me"  [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1946755356681470335) 2025-07-20 02:13:40 UTC 25K followers, 8270 engagements "Anyone who looks at the TNR Gold $tnr.v $trrxf twitter feed or that of its CEO will get a good laugh reading this as the koala did The audacity of these comments from a director who owns only 432k shares (c$40k) and 1.6mm options (most if not all at c$0.05) who made c$60k and c$70k in cash fees as a director the past two fiscal years I can only aspire to that level of chutzpah Then watching him promote random crypto tokens and defi all day what exactly is his mining exploration Argentina or royalties expertise Dont think its unreasonable to expect after all these years (joined board in 2018)"  [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1946393919471636491) 2025-07-19 02:17:27 UTC 25K followers, 4486 engagements "The Koala checked the last @ReecycleInc news release and investor presentation The company has already bought a hydrogen decrepitation furnace for the commercial scale plant"  [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1945846979851940019) 2025-07-17 14:04:06 UTC 25K followers, 3576 engagements "Challenge here is how do you value the IOCC equity stake + there are enough 5-10% shareholders that its sort of a stand off Also a little bit similar to IAMGOLD $IAG $IMG.TO where everyone is worried Agnico $AEM just comes over the top.the presence of Franco $FNV on the $LIF.TO register looms over any attempt PS - arguably the cushiest corporate gig to have do a quarterly IOCC board meeting make sure the check clears at Scotia set the dividend based on min cash policy collect a paycheck So no one really motivated to sell the company"  [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1946218761217827119) 2025-07-18 14:41:26 UTC 25K followers, XXX engagements "@Citrini7 The question mate is really this: Does he know thats bait or does he not Neither answer is good because absurdly poor trolling if the former but if its the latter let us never forget Social Capital tried to launch an emerging managers multi-strat (basically what it was)"  [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1947121031295963486) 2025-07-21 02:26:44 UTC 25K followers, 6808 engagements "Lifezone $LZM doing $50MM of X yr min X% convertible paper (currently X% based on SOFR) that can be force converted at $12/sh Good deal for Harry Lundin / Broma Effectively at the market equity offering but with seniority and cash yield The koala has mixed feelings on Kabanga Surprised Lifezone didn't do straight equity if it needed cash the koala would have recommended doing common equity at $6-6.50/share even over doing this deal where it creates cash burn through interest Just too far away from revenue or FID to be doing financial engineering like this This likely overhangs on the equity"  [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1770922808714887248) 2024-03-21 21:17:54 UTC 25K followers, 5782 engagements "If we are going to start talking gold M&A in Canada when does someone step up and take IAMGOLD $IAG out Building Cote nearly killed the company but it now is built Even if you put zero on Essakane surely someone else takes Westwood off your hands The koala wonders"  [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1945151540345418063) 2025-07-15 16:00:41 UTC 25K followers, 5432 engagements "So does every Agnico Eagle $AEM strategic opportunities board session consist of this slide and a bilingual hockey fight over which one they buy next"  [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1945605119715811712) 2025-07-16 22:03:02 UTC 25K followers, 5085 engagements "Mate all the retail bagholders from this edition of "Pebble is going to happen" delusional pump cycle are going to see is multiple executives and directors pocketing X figure payouts on those options because of the X week extension Regardless of how that compares to the mark to market on their personal stock holdings Point is company is going to have a lot of upset shareholders and those options being exercised a couple days before expiry only fans the flames"  [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1946199706813538742) 2025-07-18 13:25:43 UTC 25K followers, XXX engagements "This is a big deal for the western renaissance of a REE supply chain independent of China. Apple $AAPL and @MPMaterials working together on recycling magnets When the Koala invested in REEcycle ( @ReecycleInc ) in 4Q 2024 a few majors factors drove the decision to get back into rare earths but the most relevant today is #4: 1) The management team Mick McMullen the largest shareholder and Chairman has made the Koala many before many many times 2) The economics the price floor of $110/kg NdPr that $MP Materials received last week makes this less relevant but recycling magnets like an EAF in"  [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1945107662963617869) 2025-07-15 13:06:19 UTC 25K followers, 11.1K engagements "Very exciting news release from @PallasResources Something tells the koala the maiden Sarybastu drilling will have Tom Woolrych @tom_woolrych excited But also those are some real meters being drilled and funded by Ivanhoe Mines and First Quantum"  [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1909992879713374345) 2025-04-09 15:32:43 UTC 25K followers, 6438 engagements "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"  [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1946177749099643206) 2025-07-18 11:58:28 UTC 25K followers, 5798 engagements "Fwiw the koala would not be surprised to see Ramaco $METC go much much higher here We are in that sort of tape None of these fundamental observations matter for now in fact the more the koala points it out would not be surprised if an algo flags it as "cope" as buys more"  [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1945847915521376566) 2025-07-17 14:07:49 UTC 25K followers, 2497 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
"It does seem inflation is the pathway out of this barring a productivity miracle that also flows in a mass distributed way such that a super majority of labor captures the surplus Makes the koala wonder why it doesnt own more gold or lean more into royalties along with real estate"
@YellowLabLife on X 2025-07-20 13:46:05 UTC 25K followers, 6929 engagements
"Did not include the actual voting results which is required under Canadian securities law Mgmt didn't disclose the Jan 2024 results in a timely manner either.went back and check SEDAR post Jan XX 2024 news release next filing was Feb XX 2024 news release Mgmt and Board of TNR Gold $TNR.V $TRRXF are not going to have a choice this time rules are rules and the new shareholders will hold them to it We will see eventually just how "overwhelming" the support really is. If it was so impressive wouldn't the rational thing have been to scare the Koala with the numbers And that aside: The executive" @YellowLabLife on X 2025-06-24 21:37:26 UTC 25K followers, 20.2K engagements
"With all the love to Robert. Santa Cruz won't produce first cathode until after the Trump administration Copper World cathode is not happening until Year X. But considering both are producing cathode outside the Trump administration window. Why is Ivanhoe Electric $IE roofing and Hudbay $HBM not" @YellowLabLife on X 2025-07-10 16:21:42 UTC 25K followers, 6592 engagements
"In all seriousness if Randy at Ramaco $METC doesn't raise equity right here right now like MP Materials is doing.it'll be remembered as one of the biggest missed opportunities" @YellowLabLife on X 2025-07-16 20:51:40 UTC 25K followers, 5684 engagements
"As a general rule of thumb for the koala observing Robert for the last 13-15 years if he goes to meet the President of the country.he is probably pretty serious about the opportunity there" @YellowLabLife on X 2025-05-28 17:58:21 UTC 25K followers, 6316 engagements
"And well well what do we have herethe 2018 TNR Gold $TNR.V $TRRXF AGM detailed voting results in a news release That wasnt so hard back then was it 2/3" @YellowLabLife on X 2025-07-19 02:17:29 UTC 25K followers, 4802 engagements
"Anyone else look at this and think "maybe we should buy Komatsu $6301.T stock"" @YellowLabLife on X 2025-04-03 19:56:40 UTC 25K followers, 3494 engagements
"Just eyeballing this comparison two layman observations without getting into all the technical details: 1) REEcycle uses a hydrogen based process to breakdown the scrap magnets into powders at the front end of the flow sheet (no idea if HyProMag is better at it than REEcycle maybe the Koala needs to call Julian for a chat) 2) If you stop at turning magnets back into magnet powder you are committing to the same magnet chemistry in the "new" magnet There may be circumstances where point X is irrelevant but the optionality to adjust the chemistry matters as material science innovates same way" @YellowLabLife on X 2025-07-16 12:40:47 UTC 25K followers, 7087 engagements
"The koala sees Norsemont Mining $NOM.TO getting some attention on bird app this weekend Went digging into the files in the eucalyptus tree That the Choquelimpie sulphides are refractory was known back in 1Q 2021 Commodity prices may change sentiment may change technological innovations may change but geology doesn't change in X years Ben @TheWealthMiner isn't perfect and the koala disagrees with him on a few things but he plays a straight bat even if he is at steady state a cynic/skeptic From an email the koala sent a contact in February 2021:" @YellowLabLife on X 2025-07-20 21:20:29 UTC 25K followers, 4063 engagements
"18 SEDI filings for Sigma Lithium $SGML Some of these go back to transactions in 2022 / 2023 / 2024 and today its June XX 2025 Are you f--ing serious Just just.how" @YellowLabLife on X 2025-06-30 18:03:23 UTC 25K followers, 7664 engagements
"Royalty consolidation continues and accelerates" @YellowLabLife on X 2025-07-07 11:54:42 UTC 25K followers, 7783 engagements
"The market's trust issues with Northern Dynasty $NAK are going to be fresh and raw after this disappointment That X week "extension" July 3rd to July 17th had the stock rip from under C$2 to over C$3/share And conveniently created a window for management and directors with C$2.01 options expiring July XX 2025 to exercise in the money which they did in that July 10-14th period (see SEDI). They did not wait for July 17th. Coupled with fact the stock moved on heavy volume yesterday ahead of the news release after the close made it feel like "someone knows something" which turns out to be" @YellowLabLife on X 2025-07-18 12:31:44 UTC 25K followers, 18.6K engagements
"One of the koalas IRAs is XX% North Kivu tin (producing) XX% Quebec lithium (not producing) Gives you all a glimpse into the inner core of the eucalyptus tree & its guiding light" @YellowLabLife on X 2025-07-18 20:42:49 UTC 25K followers, 7087 engagements
"Worth just pointing out while its XX% of the revenue (in fact NdPr + Dy + Tb is XX% of total revenue) at Brooks Ramaco $METC used a NdPr price assumption $20/kg ABOVE the price floor DoD gave $MP Materials Even if govt gives the $$ to build it the mine won't be profitable unless some insane scandium price floor is available exclusively to Ramaco How does the government do that when Rio Tinto & Sunrise (chair Robert Friedland) would sell Five Eyes origin quantities for $2000/kg all day to a US government stockpile Doesn't matter right now in meme-land but worth bearing in mind it will" @YellowLabLife on X 2025-07-16 20:13:18 UTC 25K followers, 6039 engagements
"And that is one hell of a Friday evening SEDI filing The CEO of Northern Dynasty $NAK $NDM.V sold 600000 shares on July 14th during the two weeks extension he was not in fact "the one who resisted temptation" What's funny is the options exercise that he probably did (you don't do the above sale AND let in the money options expire in the same week) doesn't get filed on SEDI same time But back to the main point: Are you fucking shitting me" @YellowLabLife on X 2025-07-20 02:13:40 UTC 25K followers, 8270 engagements
"Anyone who looks at the TNR Gold $tnr.v $trrxf twitter feed or that of its CEO will get a good laugh reading this as the koala did The audacity of these comments from a director who owns only 432k shares (c$40k) and 1.6mm options (most if not all at c$0.05) who made c$60k and c$70k in cash fees as a director the past two fiscal years I can only aspire to that level of chutzpah Then watching him promote random crypto tokens and defi all day what exactly is his mining exploration Argentina or royalties expertise Dont think its unreasonable to expect after all these years (joined board in 2018)" @YellowLabLife on X 2025-07-19 02:17:27 UTC 25K followers, 4486 engagements
"The Koala checked the last @ReecycleInc news release and investor presentation The company has already bought a hydrogen decrepitation furnace for the commercial scale plant" @YellowLabLife on X 2025-07-17 14:04:06 UTC 25K followers, 3576 engagements
"Challenge here is how do you value the IOCC equity stake + there are enough 5-10% shareholders that its sort of a stand off Also a little bit similar to IAMGOLD $IAG $IMG.TO where everyone is worried Agnico $AEM just comes over the top.the presence of Franco $FNV on the $LIF.TO register looms over any attempt PS - arguably the cushiest corporate gig to have do a quarterly IOCC board meeting make sure the check clears at Scotia set the dividend based on min cash policy collect a paycheck So no one really motivated to sell the company" @YellowLabLife on X 2025-07-18 14:41:26 UTC 25K followers, XXX engagements
"@Citrini7 The question mate is really this: Does he know thats bait or does he not Neither answer is good because absurdly poor trolling if the former but if its the latter let us never forget Social Capital tried to launch an emerging managers multi-strat (basically what it was)" @YellowLabLife on X 2025-07-21 02:26:44 UTC 25K followers, 6808 engagements
"Lifezone $LZM doing $50MM of X yr min X% convertible paper (currently X% based on SOFR) that can be force converted at $12/sh Good deal for Harry Lundin / Broma Effectively at the market equity offering but with seniority and cash yield The koala has mixed feelings on Kabanga Surprised Lifezone didn't do straight equity if it needed cash the koala would have recommended doing common equity at $6-6.50/share even over doing this deal where it creates cash burn through interest Just too far away from revenue or FID to be doing financial engineering like this This likely overhangs on the equity" @YellowLabLife on X 2024-03-21 21:17:54 UTC 25K followers, 5782 engagements
"If we are going to start talking gold M&A in Canada when does someone step up and take IAMGOLD $IAG out Building Cote nearly killed the company but it now is built Even if you put zero on Essakane surely someone else takes Westwood off your hands The koala wonders" @YellowLabLife on X 2025-07-15 16:00:41 UTC 25K followers, 5432 engagements
"So does every Agnico Eagle $AEM strategic opportunities board session consist of this slide and a bilingual hockey fight over which one they buy next" @YellowLabLife on X 2025-07-16 22:03:02 UTC 25K followers, 5085 engagements
"Mate all the retail bagholders from this edition of "Pebble is going to happen" delusional pump cycle are going to see is multiple executives and directors pocketing X figure payouts on those options because of the X week extension Regardless of how that compares to the mark to market on their personal stock holdings Point is company is going to have a lot of upset shareholders and those options being exercised a couple days before expiry only fans the flames" @YellowLabLife on X 2025-07-18 13:25:43 UTC 25K followers, XXX engagements
"This is a big deal for the western renaissance of a REE supply chain independent of China. Apple $AAPL and @MPMaterials working together on recycling magnets When the Koala invested in REEcycle ( @ReecycleInc ) in 4Q 2024 a few majors factors drove the decision to get back into rare earths but the most relevant today is #4: 1) The management team Mick McMullen the largest shareholder and Chairman has made the Koala many before many many times 2) The economics the price floor of $110/kg NdPr that $MP Materials received last week makes this less relevant but recycling magnets like an EAF in" @YellowLabLife on X 2025-07-15 13:06:19 UTC 25K followers, 11.1K engagements
"Very exciting news release from @PallasResources Something tells the koala the maiden Sarybastu drilling will have Tom Woolrych @tom_woolrych excited But also those are some real meters being drilled and funded by Ivanhoe Mines and First Quantum" @YellowLabLife on X 2025-04-09 15:32:43 UTC 25K followers, 6438 engagements
"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" @YellowLabLife on X 2025-07-18 11:58:28 UTC 25K followers, 5798 engagements
"Fwiw the koala would not be surprised to see Ramaco $METC go much much higher here We are in that sort of tape None of these fundamental observations matter for now in fact the more the koala points it out would not be surprised if an algo flags it as "cope" as buys more" @YellowLabLife on X 2025-07-17 14:07:49 UTC 25K followers, 2497 engagements