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[@YellowLabLife](/creator/twitter/YellowLabLife)
"In honor of the AlphaMoon dividend announcement gone into the eucalyptus tree records to check this: The Koala owns XX% more shares than it did the day before M23 walked into Goma This says something about the Koala but not quiet sure what"  
[X Link](https://x.com/YellowLabLife/status/1953627967755846017) [@YellowLabLife](/creator/x/YellowLabLife) 2025-08-08T01:22Z 26.1K followers, 8623 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


"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


"Anyways probably a good time to mention there are several retirement accounts but the biggest one in the eucalyptus tree is a Roth that is allocated XX% AlphaMoon XX% a high Andean desert future royalty never sell XX% Sweet Home Alabama Showed this to father Koala today and the reaction:"  
[X Link](https://x.com/YellowLabLife/status/1790514507803943028) [@YellowLabLife](/creator/x/YellowLabLife) 2024-05-14T22:48Z 26.1K followers, 37.1K 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


"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


"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, 6254 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


"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


"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


"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, 7370 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


"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


"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


"@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


"$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


"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, 7243 engagements


"Now that the marker is set the koala hasnt had its eucalyptus tea yet in Beaver Creek but thats no excuse for some leaves off the tree The logical interloper Glencore $GLEN.L / BHP $BHP joint bid for Anglo $AAL.L Glencore pays cash for iron ore & coal BHP shares for Anglo Copper On the Teck side Agnico $AEM come on down for your Canadian champion deal with Teck $TECK The break fee here is only $XXX million. Thats nothing in the scope of this deal both are basically inviting interlopers"  
[X Link](https://x.com/YellowLabLife/status/1965377778565701711) [@YellowLabLife](/creator/x/YellowLabLife) 2025-09-09T11:32Z 26.1K followers, 18.8K 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, 18K 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, 3259 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) [@YellowLabLife](/creator/x/YellowLabLife) 2024-02-15T13:43Z 26.1K followers, 15.5K 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) [@YellowLabLife](/creator/x/YellowLabLife) 2024-04-11T14:23Z 26.1K followers, 14.4K 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) [@YellowLabLife](/creator/x/YellowLabLife) 2025-09-15T19:41Z 26.1K followers, 10.7K 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, 3934 engagements


"Bought more today Pretty clear TMC will get major govt support and so will OML in the Cook Islands"  
[X Link](https://x.com/YellowLabLife/status/1975207309707182103) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-06T14:31Z 26.1K followers, 7351 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, 8768 engagements


"Daltons note on $TECK today spot on Have to wonder what Anglo shareholders are thinking now"  
[X Link](https://x.com/YellowLabLife/status/1975973807782568022) [@YellowLabLife](/creator/x/YellowLabLife) 2025-10-08T17:17Z 26.1K followers, 3904 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, 8073 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, 19.3K 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, 7040 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, 8466 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


"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


"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, 8338 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, 4410 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, 7084 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


"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, 4166 engagements