#  @YellowLabLife Yellow Lab Life Capital Yellow Lab Life Capital posts on X about in the, to the, if you, $hcc the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1218604193025490949/interactions)  - [--] Week [------] -29% - [--] Month [-------] +64% - [--] Months [---------] -78% - [--] Year [----------] +61% ### Mentions: [--] [#](/creator/twitter::1218604193025490949/posts_active)  - [--] Week [--] -52% - [--] Month [---] -74% - [--] Months [---] +78% - [--] Year [-----] +76% ### Followers: [------] [#](/creator/twitter::1218604193025490949/followers)  - [--] Week [------] +0.05% - [--] Month [------] +1.50% - [--] Months [------] +6.90% - [--] Year [------] +16% ### CreatorRank: [---------] [#](/creator/twitter::1218604193025490949/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 42.86% [countries](/list/countries) 16.43% [stocks](/list/stocks) 10.71% [travel destinations](/list/travel-destinations) 4.29% [cryptocurrencies](/list/cryptocurrencies) 4.29% [social networks](/list/social-networks) 2.86% [currencies](/list/currencies) 2.86% [technology brands](/list/technology-brands) 2.14% [automotive brands](/list/automotive-brands) 1.43% [celebrities](/list/celebrities) 1.43% **Social topic influence** [in the](/topic/in-the) 18.57%, [to the](/topic/to-the) 10.71%, [if you](/topic/if-you) 10.71%, [$hcc](/topic/$hcc) #1, [company](/topic/company) 7.86%, [copper](/topic/copper) #748, [for the](/topic/for-the) 7.14%, [$glenl](/topic/$glenl) #18, [tree](/topic/tree) 6.43%, [steel](/topic/steel) 5% **Top accounts mentioned or mentioned by** [@traderpamplona](/creator/undefined) [@arrakisglobal](/creator/undefined) [@sniffrocks](/creator/undefined) [@respeculator](/creator/undefined) [@inglouriouscap](/creator/undefined) [@dougcan](/creator/undefined) [@gritcapital](/creator/undefined) [@grdecter](/creator/undefined) [@croninpd](/creator/undefined) [@alphaninja6](/creator/undefined) [@buzz_lighter_](/creator/undefined) [@torchincapital](/creator/undefined) [@onemoreif](/creator/undefined) [@willuking](/creator/undefined) [@jarrettrenshaw](/creator/undefined) [@reuters](/creator/undefined) [@midtownrob](/creator/undefined) [@riotinto](/creator/undefined) [@rampartnews](/creator/undefined) [@financialreview](/creator/undefined) **Top assets mentioned** [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Rio Tinto plc (RIO)](/topic/rio-tinto) [MP Materials Corp. (MP)](/topic/$mp) [Realio Network (RIO)](/topic/$rio) [NexGen Energy Ltd. (NXE)](/topic/$nxe) [Teck Resources Limited (TECK)](/topic/$teck) [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [EGO (EGO)](/topic/$ego) [Iagon (IAG)](/topic/$iag) [VALE S.A. (VALE)](/topic/$vale) ### Top Social Posts Top posts by engagements in the last [--] hours "The koala just walked out of a meeting Wow.just wow [--] years later GlenTinto ends the same way Looking forward to the post mortems on this from the various reporters Two immediate gut reactions for whatever they are worth: 1) If Rio Tinto $RIO can't do transformational M&A using paper because some of its Australian holders don't want to give up a piece of the iron ore business the case for breaking up Rio Tinto sort of writes itself. Because you basically cannot organically grow that copper business fast enough to actually move the needle at the group level And big cash M&A is going to be a" [X Link](https://x.com/YellowLabLife/status/2019449042988638269) 2026-02-05T16:32Z 27K followers, 32.9K engagements "Where is the Nexgen $NXE ad - @inglouriouscap" [X Link](https://x.com/YellowLabLife/status/2020685250565693793) 2026-02-09T02:24Z 27K followers, [----] engagements "Something the Koala has been pondering over the weekend and today is something has been missing about the GlenTinto $GLEN.L $RIO.L $GLEN $RIO $RIO.AX discourse even the marsupial missed More it chats with "both sides" it feels a real disconnect like they were speaking different languages And it comes down to arbitrage optionality This deal would have taken 12-24 months to get approval and close Realistically at a 4.2% [--] year treasury rate Glencore would have traded AT LEAST 10% wide of the the deal price Why is that fascinating.$10 billion on the "affected unaffected" Glencore market cap was" [X Link](https://x.com/YellowLabLife/status/2021076037069619606) 2026-02-10T04:17Z 27K followers, [----] engagements "Don't think $18.5 million will be beaten this cycle for "building" a fully permitted tungsten mill Congratulations to the Blue Moon $BMM $MOON.V team getting this closed Blue Moon Metals Closes Previously Announced Acquisition of the Springer Tungsten and Critical Metals Mine and Processing Plant Located in Nevada in Line with Recent Initiatives Under Section [---] of the Trade Expansion Act $MOON.V https://t.co/J8sU01qzUx Blue Moon Metals Closes Previously Announced Acquisition of the Springer Tungsten and Critical Metals Mine and Processing Plant Located in Nevada in Line with Recent" [X Link](https://x.com/YellowLabLife/status/2021346682169147692) 2026-02-10T22:12Z 27K followers, 14.1K engagements "Not that it matters in a flush but Warrior Met Coal $HCC earnings after the bell will be interesting" [X Link](https://x.com/YellowLabLife/status/2022028651450314929) 2026-02-12T19:22Z 27K followers, 13.4K engagements "The fact there is a nonzero chance of this actually happening (what else can BHP buy for copper growth) even [--] years later just has the koala smiling on this "sell everything" day in the markets Here's my attempt at it. https://t.co/MdzwF86Ks9 Here's my attempt at it. https://t.co/MdzwF86Ks9" [X Link](https://x.com/YellowLabLife/status/2022043278976376855) 2026-02-12T20:21Z 27K followers, [----] engagements "Today "Warrior $HCC is always conservative with/sandbag their guidance" The [----] cash cost guide with a full year of Blue Creek: $95-110/st The 4Q [----] cash cost while Blue Creek was RAMPING $93.53/st Just for context.$15/st * 13MM st is almost $200MM EBITDA or tax adjusted $3/sh EPS delta in [----] Not that it matters in a flush but Warrior Met Coal $HCC earnings after the bell will be interesting Not that it matters in a flush but Warrior Met Coal $HCC earnings after the bell will be interesting" [X Link](https://x.com/YellowLabLife/status/2022057733264986410) 2026-02-12T21:18Z 27K followers, [----] 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 30% 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 https://twitter.com/i/web/status/1758124863489749286 https://twitter.com/i/web/status/1758124863489749286" [X Link](https://x.com/YellowLabLife/status/1758124863489749286) 2024-02-15T13:43Z 27K followers, 15.7K 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 50% cash premium would probably get them Adriatic 50% 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 * [---] 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 27K followers, 14.8K 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 Lundin Mining $LUN.T $LUNMF guiding to $500mm free cash flow after growth capex in [----] and $6 billion of funding capacity (assuming [---] net debt / EBITDA) which means *cough cough* Vicua can be funded off the balance sheet Feel sort of embarrassed the koala isnt very long https://t.co/0W8MiOUS2I Lundin Mining $LUN.T $LUNMF guiding to $500mm free cash" [X Link](https://x.com/YellowLabLife/status/1953513760611565868) 2025-08-07T17:49Z 27K followers, [----] 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) 2025-08-22T01:35Z 27K followers, [----] 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 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 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/1965195014595838049) 2025-09-08T23:26Z 27K followers, 45.5K 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 $330 million. Thats nothing in the scope of this deal both are basically inviting interlopers https://twitter.com/i/web/status/1965377778565701711 https://twitter.com/i/web/status/1965377778565701711" [X Link](https://x.com/YellowLabLife/status/1965377778565701711) 2025-09-09T11:32Z 27K followers, 19.1K 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. https://twitter.com/i/web/status/1967675035012767992" [X Link](https://x.com/YellowLabLife/status/1967675035012767992) 2025-09-15T19:41Z 27K followers, 12.7K 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 [---] 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 27K followers, 25K 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 https://twitter.com/i/web/status/1974145392762564965 https://twitter.com/i/web/status/1974145392762564965" [X Link](https://x.com/YellowLabLife/status/1974145392762564965) 2025-10-03T16:11Z 27K followers, 21.2K engagements "As a thought exercise the koala has to guess whose next for govt dosh besides deep sea miners: Ivanhoe Electric $IE This is literally the market environment Robert has dreamed of since [----] He has been saying "tyranny of NPV" last few years new investors to the sector say "what's NPV" They've never heard him present before it's intoxicating the first time It's a mine in the USA it's ready to be built in this administration And given Cactus across the highway (with Hudbay as a strategic shareholder who has growth ambitions beyond Copper World) there is some M&A optionality for a few things" [X Link](https://x.com/YellowLabLife/status/1977737044278280671) 2025-10-13T14:03Z 27K followers, 13.7K 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 27K followers, [----] 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 [--] 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 [----] it might be a little personal Line [--] v JV economics will be a fun debate in markets next [--] 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 27K followers, [----] 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 27K followers, 10.3K 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 27K followers, [----] engagements "The Koala bought some $CNQ calls This just seems like an absurd overreaction" [X Link](https://x.com/YellowLabLife/status/2008226932648013863) 2026-01-05T17:19Z 27K followers, 18.7K engagements "If the General overthrows the VP in Caracas tonight does that mean $CNQ goes back to $35 and then up 7-8% more because Venezuela just lost the technocrat politician who kept their oil industry a float (as we kept being told by the media today)" [X Link](https://x.com/YellowLabLife/status/2008356738777362463) 2026-01-06T01:55Z 27K followers, 12.9K engagements "Be sure to mark to market your Glencore models for the silver production from Kazzinc This is not a tweet just about Glencore" [X Link](https://x.com/YellowLabLife/status/2011439152173334723) 2026-01-14T14:03Z 27K followers, [----] engagements "Absolute master stroke by Energy Fuels $EFR.TO $UUUU here The metallization technology ASM $ASM.AX controls at their South Korean facility is strategic and world class LCM is in $USAR ASM is in EFR The two western metallization facilities are spoken for And like the Koala mentioned earlier today where is $MP on metallization Where are all these companies on their upstream sourcing strategies A metaphorical refinery isn't worth much without an oil field Mt Pass Mt Weld don't have big heavy REE compositions Where are they on recycling Will magnet producers get over metallization being done by a" [X Link](https://x.com/YellowLabLife/status/2013746198482391262) 2026-01-20T22:51Z 27K followers, 30.1K engagements "The koala will see you all in Valhalla Password (h/t @OneMoreif and @Will_UKing ) issay it with me Whats my NAME $WHC.AX Been focused on another gold shitco today but just noticed $WHC.AX has tagged $9 for the first time in [--] months. future ASX50 stock #coaltwitter Been focused on another gold shitco today but just noticed $WHC.AX has tagged $9 for the first time in [--] months. future ASX50 stock #coaltwitter" [X Link](https://x.com/YellowLabLife/status/2013813787543884050) 2026-01-21T03:19Z 27K followers, [----] engagements "So this is a fabulous follow on point on GlenTinto $GLEN.L $RIO.L $RIO.AX the Koala has heard from a few people "large scale M&A bad" Two points: Alcan was a cash deal funded with leverage (as we've seen since then in the sector lesson learned can't recall last time someone "bet the company" on a merger in big mining) GlenTinto would be in all shares deal where exactly is the damage or fear of doing it top of cycle We can debate where the two "commodity baskets" are in relation to "cycle average" but an all shares merger isn't going to result in an upside down balance sheet here To the "you" [X Link](https://x.com/YellowLabLife/status/2015163629897969809) 2026-01-24T20:43Z 27K followers, [----] engagements "Itll never not be hilarious to the Koala that the Neptune Coal Terminal expansion cost C$800 million finished in [----] The Fording River acquisition cost c$14 billion in [----] which was basically to buy in the 48% not already owned of Elk Valley (so do the math on 100% implied value) And Glencore got all of it for US$9 billion enterprise value in [----] and its still a multi-decade reserve/resource business https://twitter.com/i/web/status/2015522286259052553 https://twitter.com/i/web/status/2015522286259052553" [X Link](https://x.com/YellowLabLife/status/2015522286259052553) 2026-01-25T20:28Z 27K followers, [----] engagements "Warrior $HCC getting smashed because funds are hedging their USA Rare Earths $USAR allocations via Ramaco $METC and thus anything correlated to Ramaco is hilarious Also would flag The Metals Company $TMC getting smoked on this on the same basis Personally the Koala thinks that's an opportunity If the deal window is open Gerard is going to go for it and get one https://twitter.com/i/web/status/2015878876191457667 https://twitter.com/i/web/status/2015878876191457667" [X Link](https://x.com/YellowLabLife/status/2015878876191457667) 2026-01-26T20:05Z 27K followers, 13.1K engagements "If the administration just rug pulled the $MP NdPr price floor that stock is getting annihilated tomorrow like it should be $40 because all that mattered in that deal was the price floor Funny its just in the qtr the price floor started unbelievable SCOOP: Trump administration no longer plans to extend price floors to critical minerals projects sources tell me and @JarrettRenshaw for @Reuters. https://t.co/lNNXl7KP5x SCOOP: Trump administration no longer plans to extend price floors to critical minerals projects sources tell me and @JarrettRenshaw for @Reuters. https://t.co/lNNXl7KP5x" [X Link](https://x.com/YellowLabLife/status/2016650081357754444) 2026-01-28T23:10Z 27K followers, 77.2K engagements "If price floors are off the table and $MP loses its price floor REE magnet recycling basically became the only viable option for western supply that makes money at every point in the cycle Go look at MP opex/kg NdPr What happens if China decides to export like in 2013-14 And dont say tariffs people build mines thinking about decades of industrial policy not 3-7 years https://twitter.com/i/web/status/2016651779023225053 https://twitter.com/i/web/status/2016651779023225053" [X Link](https://x.com/YellowLabLife/status/2016651779023225053) 2026-01-28T23:17Z 27K followers, [----] engagements "Good question on Blue Moon $BMM $MOON.V First yes dont think story fully out there yet even though becoming a producer in [----] at these copper prices is as close to perfectly timing the cycle as you can get Two management has done the full walkabout roadshow in [----] yet post uplisting People are going to be shocked this exists when they finally meet with Christian and here the story @YellowLabLife With the uplisting out of the way + copper's move today I'm surprised there aren't more eyes on this. Still think the story hasn't gotten out yet @YellowLabLife With the uplisting out of the way +" [X Link](https://x.com/YellowLabLife/status/2016890075838345474) 2026-01-29T15:04Z 27K followers, [----] engagements "Its not $60k but still going to post it #Tin price: [-----] (+1860 +3.27%) 1:47pm London $Tin https://t.co/bAY5wJPYfN #Tin price: [-----] (+1860 +3.27%) 1:47pm London $Tin https://t.co/bAY5wJPYfN" [X Link](https://x.com/YellowLabLife/status/2016891322687492539) 2026-01-29T15:08Z 27K followers, [----] engagements "Now known at Varvara Development Group take one guess who became the Executive Chairman in November [----]. Hats off to them hope they make an absolute killing on this next one but Eldorado shareholders who sold it to them probably rightfully should have some questions 4/n" [X Link](https://x.com/YellowLabLife/status/2018456686181363789) 2026-02-02T22:49Z 27K followers, [----] engagements "Longwinded way of saying the Koala puts back on its failed pod monkey hat to say: Long $GDX / Short $EGO for 10% spread But long $EGO from there if that spread hits on the thesis "here comes an activist" The "Background to the Merger" will be fun reading in the Circular 5/n" [X Link](https://x.com/YellowLabLife/status/2018456845187440791) 2026-02-02T22:49Z 27K followers, [----] engagements "If you want something more fun than "GDX" as a long do a basket of $EQX $IAG $BTG All three of those are working hard to get ready for a wedding in [----] Probably Kinross $KGC for $BTG Clive and Kinross have danced before gives Kinross more Canada production in Goose Agnico $AEM for $IAG It's in Agnico's backyard Equinox $EQX acquirer is a harder one to predict but also the one the Koala thinks goes first that Minera Alamos $MAI.V share sale just felt like a "we won't be around independently to see the re-rate so cash is better to have" Going to guess it's either Alamos $AGI or Lundin Gold" [X Link](https://x.com/YellowLabLife/status/2018456926200230254) 2026-02-02T22:50Z 27K followers, 17.1K engagements "@midtown_rob When primary and what projected IRR" [X Link](https://x.com/YellowLabLife/status/2018674274865709411) 2026-02-03T13:13Z 27K followers, [---] engagements "Sorry @ArrakisGlobal but Gary gets GOAT status if this deal closes on these terms for Glencore $GLEN.L on top of GlenTinto 40% of African Copper at a $9 billion implied enterprise value Brilliant absolutely brilliant https://www.prnewswire.com/news-releases/proposed-acquisition-by-us-backed-orion-critical-mineral-consortium-of-a-strategic-stake-in-glencores-drc-assets-302677770.html https://www.prnewswire.com/news-releases/proposed-acquisition-by-us-backed-orion-critical-mineral-consortium-of-a-strategic-stake-in-glencores-drc-assets-302677770.html" [X Link](https://x.com/YellowLabLife/status/2018709467995529651) 2026-02-03T15:33Z 27K followers, [----] engagements "That looks funny and out of the ordinary. Wonder if theres something theremaybe we should take a look *private company life is so much fun" [X Link](https://x.com/YellowLabLife/status/2018883420815036504) 2026-02-04T03:04Z 27K followers, [----] engagements "Been sizing up OnGold $ONAU.V in the eucalyptus tree opportunistically As the tungsten price mechanism shows we are at the warehouse floor in terms of inventory the Koala been reflecting on a couple points/themes "Everything" works at $1400/MTU and we know how that ends one day so what is super geopolitically strategic priority will eventually be projects that works "full cycle" Like it or not if your EBITDA disappears at $4-500/MTU you probably are not "full cycle" And that's why the Koala thinks the tungsten by-product potential of Monument Bay should at minimum make the company worth more" [X Link](https://x.com/YellowLabLife/status/2019068829624594477) 2026-02-04T15:21Z 27K followers, [----] engagements "Thinking of making Whitehaven $whc.ax and Warrior $hcc should merge at nil premium the koalas newest personality dimension Paul and Kevin run it let Walt and Dale go into the sunset victorious after over a decade of excellence. Jack and ops keep running Alabama Alabama becomes cyclone insurance Pay dividends out of Aussie profits so there are franking credits US profits fund the buybacks Have the stock stay dual listed The basin/asset diversification makes for a more robust platform that should get a re-rate as Blue Creek ramps and the last year of BHP deferred/contingent falls away Would you" [X Link](https://x.com/YellowLabLife/status/2019626787571990951) 2026-02-06T04:18Z 27K followers, [----] engagements "For those that have read the Koalas views on GlenTinto not happening here is the other side from a reporter/columnist whose work Ive respected for many years I fundamentally disagree with practically all of it but its a worthwhile discussion to see the other side presented with such witty ruthless clarity Glencore is a company whose criminality is genomic. In its very DNA lies a flagrant disregard for the law and indeed human life. @RioTinto might just as well explore a merger with the Camorra. My monthly @rampart_news column in the @FinancialReview: https://t.co/HrAxflp1HM Glencore is a" [X Link](https://x.com/YellowLabLife/status/2019627890740977982) 2026-02-06T04:23Z 27K followers, 10.1K engagements "This just hit the Koalas inbox you have got to be kidding. The Aussies are livid this idea was even entertained. Truth be told it seems the big [--] in the Pilbara are viewed the way US Steel is viewed in USAyou are effectively SOE if not officially and dont you forget it Starting to get the sense we hear why do they even invest outside Australia they only destroy value when they do historically" [X Link](https://x.com/YellowLabLife/status/2019629737996325273) 2026-02-06T04:30Z 27K followers, [----] engagements "It was an all share deal everyone was going to sink or swim togetherdont think its fair to call it a sale Put another way would you be short glencore against a Rio or bhp long And if the thesis is iron ore the commodity to be in if the koala offered you [----] glen + [----] spot iron ore v Rio or bhpdoes that change your answer https://twitter.com/i/web/status/2019633651143643344 https://twitter.com/i/web/status/2019633651143643344" [X Link](https://x.com/YellowLabLife/status/2019633651143643344) 2026-02-06T04:46Z 27K followers, [---] engagements "@Mark_IKN At minimum the fact Craig hasnt fallen on his sword for his comments at vric is shocking" [X Link](https://x.com/YellowLabLife/status/2021408745562275961) 2026-02-11T02:19Z 27K followers, [----] engagements "Nothing will make you appreciate the professionalism instilled by the knowledge in London taxi driving standards than having two consecutive NYC yellow taxis in midtown Manhattan ask for the actual address after you verbally told them two cross streets on the island as a destination when you got in" [X Link](https://x.com/YellowLabLife/status/2021438531520885037) 2026-02-11T04:17Z 27K followers, [----] engagements "Sort of wondering these days if one way to reverse the declining birth rates is to level with millennials and Gen Z how many of them are going to be taking care of the aging boomers in senior elder care where if you are going to be changing diapers anyway might as well have a baby or two Crowding out The economy is not shrinking We are just crowding out the private sector Crowding out The economy is not shrinking We are just crowding out the private sector" [X Link](https://x.com/YellowLabLife/status/2021666663180251412) 2026-02-11T19:24Z 27K followers, [----] engagements "Gave it a day to trade before saying anything beyond it's tweet this morning but let's talk Eldorado $EGO - Foran $FOM.TO TLDR - think we have to price in a real probability the deal fails to get Eldorado shareholder approval if we see another 10-15% underperformance to $GDX into the vote (today was 9%) That's an activist shareholder's dream pitch: "Here's how we all get back 33% of relative performance (1/.75 = 1.33) Vote down this merger diversifying into copper" People are saying Eldorado shareholders are livid (the Koala would be too) but the Canadian culture is such that until someone" [X Link](https://x.com/YellowLabLife/status/2018456205778157719) 2026-02-02T22:47Z 27K followers, [----] engagements "Something John Hempton @John_Hempton said to the Koala when we were introduced and talked mining a couple years ago sort of resonates today The Koala brought up how wild the valuation was that Northern Star $NST.AX paid for DeGrey in all stock (gold price running can make an overpay look fine but the sentiment stands) John reminded the Koala that once Mattel bought "The Learning Company" in [----] in an all stock deal and while the deal turned out to be a catastrophic disaster it also signified something similar that made it almost an insta-short in John's eyes at the time the all stock" [X Link](https://x.com/YellowLabLife/status/2018456208739361235) 2026-02-02T22:47Z 27K followers, [----] engagements "Just to put into context the whispered "$10 billion gap" that Glencore $GLEN.L and Rio Tinto $RIO couldn't bridge.in an all share deal this is approximately what it really means Rio Tinto board and management concluded the following order of preference: 1) Own 66% of "GlenTinto" 2) Own 100% of Rio Tinto 3) Own 63% of "GlenTinto" Here is why that really just feels like an ego trip after so much flirtation between these two companies. You had to assume there was zero multiple uplift to come from being the supermajor because the combined spot EBITDA of these companies was $50 billion Whether 0.5" [X Link](https://x.com/YellowLabLife/status/2019535018461192407) 2026-02-05T22:14Z 27K followers, 24.6K engagements "When you see a stock move like Surge Copper $SURG.V yesterday during a live placement Thats Bay and Howe street realizing this isnt the usual deal the book is both robust and able to be upsized without sacrificing quality on the margin and so the street repositions quickly and violently There are Canadian daddies you see visibly on register and those that like a black hole you detect their gravitational presence by the fact they clearly are there mathematically even if you dont actually see them And management and board that can source that sort of capital is very rare in Canada these days" [X Link](https://x.com/YellowLabLife/status/2021919284277006760) 2026-02-12T12:08Z 27K followers, [----] engagements "Set aside the ongoing tragedy for a second To @TraderPamplona point that things maybe a touch frothy in some pockets of the sector Don uses $150 silver (spot is $75) fine w/e he is bullish the commodity But what grinds the koala's gears is the 15x multiple This is a single asset company yet to be in production but even once it is it's a [---] year reserve life If we assume the inferred resource converts to reserves you get maybe another 5-6 years Who pays 15x for a [--] year mine life Update from Vizsla Silver today (see link below). My response: Many think the Panuco project is dead or will be" [X Link](https://x.com/YellowLabLife/status/2022062605666328952) 2026-02-12T21:37Z 27K followers, 15.8K engagements "Put together a buy & hold 2-3 yrs mining book today here is what made the cut: Vale Glencore US Steel Ivanhoe Cu Mtn AlphaMoon Whitehaven Just missed the cut: Century Teck If the person who received this follows the koala consider this the disclosure we can both deny later" [X Link](https://x.com/anyuser/status/1492668696992563201) 2022-02-13T01:15Z 27K followers, [---] engagements "Why won't natural resource companies invest in growing supply after a decade of being screamed at by governments and the public to not invest more capital being told they are destroying the environment & having their valuation multiples cut in half" [X Link](https://x.com/anyuser/status/1507080283442626579) 2022-03-24T19:41Z 27K followers, [---] engagements "Best Wall Street movie dialogue now & for rest the 21st century "I think you need to get back here" "What" "It's 11pm at night" "I'm well aware of the fucking time it is Sam you need to see this" "Email it to me" "I don't think that that would be a good idea" "I'm on my way"" [X Link](https://x.com/anyuser/status/1510123904299372548) 2022-04-02T05:16Z 27K followers, [---] engagements "The eucalyptus tree Roth IRA (normally don't do this but its been a wild 2Q so far so let's have some friday fun): AlphaMoon 47% Stelco 20% Algoma 13% Filo 11% Turquoise Hill 9% Is the koala diversified Geographically yes" [X Link](https://x.com/anyuser/status/1525149898068434944) 2022-05-13T16:24Z 27K followers, [---] engagements ""You know koala this is the first metals upcycle to end without any real capex being spent. So think about once we get through this bumpy road how the next one is going to go" Really smart friend & mentor to the koala yesterday" [X Link](https://x.com/anyuser/status/1540289976960688135) 2022-06-24T11:05Z 27K followers, [---] engagements "Interns of Wall Street this is a PSA Your return offer is not linked to how disciplined you are about expenses/company resources If you are leaving the office after the time threshold for taxi/Uber/car paid for by your company - take it Passed out in taxis home multiple times" [X Link](https://x.com/anyuser/status/1542179736167800833) 2022-06-29T16:14Z 27K followers, [---] engagements "Let's talk about it in the eucalyptus tree https://yellowlablifecapital.substack.com/p/volatility-is-the-ally-of-qualitysd=pf $VALE at $60Bn. Can't imagine what you think @YellowLabLife 😅 https://yellowlablifecapital.substack.com/p/volatility-is-the-ally-of-qualitysd=pf $VALE at $60Bn. Can't imagine what you think @YellowLabLife 😅" [X Link](https://x.com/anyuser/status/1547778320728616961) 2022-07-15T03:01Z 27K followers, [---] engagements "This is how you walk the walk Multiples of annual salary on the back of a successful exit as a director of GBRthis should be front of the Minera Alamos deck when any investor asks why should I Even did the placement at/above mkt price @dougcan earns eucalyptus acclaim" [X Link](https://x.com/anyuser/status/1549097108552155137) 2022-07-18T18:21Z 27K followers, [---] engagements "Being a thermal coal investor in this ESG world is like dating a pornstar/stripper You get glares & whispers but every guy with a wife/tech stock wonders if it might be worth it Every week WHC AU/CEIX etc print 1+% of enterprise value in free cash flow the koala's just saying" [X Link](https://x.com/anyuser/status/1552136587819065345) 2022-07-27T03:39Z 27K followers, [---] engagements "Hands down one of the koala's favorite "with all due respect your ESG no coal rule can go fuck itself" slides You know Teck is a Canadian company because it's just said so nicely" [X Link](https://x.com/anyuser/status/1552313009841836033) 2022-07-27T15:20Z 27K followers, [---] engagements "I know deal flow is slow right now but GS having [--] something analysts picking up sidewalk trash in Tribeca one of NYC's richest neighborhoods on a Wednesday at [--] am wearing GS logoed "Community Teamworks" shirts is one of the silliest things the koala has seen YTD" [X Link](https://x.com/anyuser/status/1570056337576402944) 2022-09-14T14:26Z 27K followers, [---] engagements "Decided to wait until it was Friday after the close to send this from the eucalyptus tree. Let's have a weekend to digest this. Will not be linking to the thread in question but let's talk DBG CN the koala's favorite punching bag & let's talk the scandium flouride mkt 1/n" [X Link](https://x.com/anyuser/status/1586116469473284096) 2022-10-28T22:03Z 27K followers, [---] engagements "Alright alright we got the eucalyptus tea brewed we have one of the Koala's go to modeling playlists cranking.it's time for a Whitehaven Coal $WHC.AX valuation thread First let's start with our [--] scenarios.1/n" [X Link](https://x.com/anyuser/status/1587975917296566275) 2022-11-03T01:12Z 27K followers, [---] engagements "No matter what you may think about crypto This has to go down as one of the most ruthless masterstrokes in business history Dude literally just decided to rug pull a competitor straight into a bodybag & pulled it off in less than a week This afternoon FTX asked for our help. There is a significant liquidity crunch. To protect users we signed a non-binding LOI intending to fully acquire https://t.co/BGtFlCmLXB and help cover the liquidity crunch. We will be conducting a full DD in the coming days. This afternoon FTX asked for our help. There is a significant liquidity crunch. To protect users" [X Link](https://x.com/anyuser/status/1590018563813019648) 2022-11-08T16:29Z 27K followers, [---] engagements "The koala finally got around to looking at on Yancoal $350/t NEWC $150 API [--] $250 PCI/Semi A$3.45/sh NPAT Cal23 Before considering divs in Feb23: YAL 1.75x WHC 2.2x So YAL trades 20% discount to WHC Not crazy on relative Both crazy cheap absolute Choose your adventure" [X Link](https://x.com/anyuser/status/1602524951101280256) 2022-12-13T04:44Z 27K followers, [---] engagements "The koala don't care who you are professionally IRL as long as you are ethical & if we meet IRL we can enjoy each other's company Fintwit is about your content & thought process Not who you actually are Anyone who thinks otherwise is a total zero & deserves zero of your $" [X Link](https://x.com/anyuser/status/1603394220986957825) 2022-12-15T14:19Z 27K followers, [---] engagements "Coal Twitter seeing 17x P/E called a black swan while long coal producers at 2x unlevered FCF with disciplined capital allocation frameworks and multi-decade reserve lives [--] forward P/E for Tesla is a black swan. If you dont agree than you probably dont own any Tesla shares and you likely dont understand Teslas insane growth ahead. [--] forward P/E for Tesla is a black swan. If you dont agree than you probably dont own any Tesla shares and you likely dont understand Teslas insane growth ahead" [X Link](https://x.com/anyuser/status/1606044067363553280) 2022-12-22T21:48Z 27K followers, 34K engagements "Sounds like there is going to be a lot of bloodshed this week across the Street It's never fun & 1st time you never forget Go for a walk grab a friend to talk/vent with Don't make any decisions or sign any separation agreement for min [--] days when the adrenaline fades a little" [X Link](https://x.com/anyuser/status/1612342298234216454) 2023-01-09T06:55Z 27K followers, 120.2K engagements "Insiders sell shares for many reasons but only buy for one: they think the price will rise. - Peter Lynch Just a thought on the koalas mind with some eucalyptus tea this fine afternoon Money talks bullshit walks" [X Link](https://x.com/anyuser/status/1612509791431327744) 2023-01-09T18:01Z 27K followers, 16.7K engagements "Even at $22k LME tin in 4Q22 AlphaMoon $AFM.V was effectively FCF neutral INCLUDING growth capex from Mpama South Brilliant Maritz absolutely brilliant The koala appreciates the dividend as well 1/2" [X Link](https://x.com/anyuser/status/1620064471589986304) 2023-01-30T14:20Z 27K followers, 25K engagements "We are making the world a better STFU IDGAF you are in default & we are taking everything and selling it for scrap to get our 20+% IRR And this is how the valley learned about the real world after [--] yrs of sheltered bliss If Apollo buys SVBs loan book its going to be blood and guts on the West Coast. Jason should be tweeting about that lol If Apollo buys SVBs loan book its going to be blood and guts on the West Coast. Jason should be tweeting about that lol" [X Link](https://x.com/anyuser/status/1635438863257616387) 2023-03-14T00:33Z 27K followers, 32.2K engagements "Sometimes simple & boring can be wonderful in a mining investment Three takeaways from the site visit to see AMR for the koala 1) Summer body did NOT happen this yr 2) Strategy both operationally and allocating capital very straight fwd mgmt gets it 3) mintwit is good people" [X Link](https://x.com/anyuser/status/1659575123383386112) 2023-05-19T15:01Z 27K followers, 14.7K engagements "17 months100 bagger On an initial PA investment the koala made the same day it became a free agent At time wondered while quarantined over Xmas will it be okay Career rock bottom Guess the koala invests well under existential career stress & uncertainty Whats my NAME" [X Link](https://x.com/anyuser/status/1661203841361096705) 2023-05-24T02:53Z 27K followers, 36.4K engagements "Today the koala learned that Grit Capital @Grit_Capital led by @GRDecter has people cold call jr miners b/c CEO asked the Koala after getting left a voicemail The koala assured the CEO there is no need to return that phone call Curious though what the proposed fees would be" [X Link](https://x.com/anyuser/status/1674092195022766105) 2023-06-28T16:27Z 27K followers, 75.7K engagements "Also in light of the blocking by the respective accountsperhaps the koala can share with all of you the @Grit_Capital and @GRDecter pricing sheet Just thinksomeone pays for this Today the koala learned that Grit Capital @Grit_Capital led by @GRDecter has people cold call jr miners b/c CEO asked the Koala after getting left a voicemail The koala assured the CEO there is no need to return that phone call Curious though what the proposed fees would be Today the koala learned that Grit Capital @Grit_Capital led by @GRDecter has people cold call jr miners b/c CEO asked the Koala after getting left" [X Link](https://x.com/anyuser/status/1674142784398458881) 2023-06-28T19:48Z 27K followers, 80.6K engagements "No one regrets college the social proof to peers and future superiors is just unrivaled What people actually regret is not making the most of/being strategic about their 20s/first decade of their career Because that is never explained ahead of time like high school or college Do you regret going to college Do you regret going to college" [X Link](https://x.com/anyuser/status/1676258522151940096) 2023-07-04T15:55Z 27K followers, 25.1K engagements "You are not a PM at Millennium P72 Baly or Citadel So you are not a trader with scale of capital & resources You are an investor Youll make your year on distinct days or events/investments Not a low vol positive p&l grind higher So why pretend or cosplay [---] trading days in a year: Lets say you average the following: $100 day profit = $25.2k annualized $200 day profit = $50.4k annualized $300 day profit = $75.6k annualized $400 day profit = $100.8k annualized Folks these are potentially life changing amounts to most ppl. [---] trading days in a year: Lets say you average the following: $100 day" [X Link](https://x.com/anyuser/status/1690246270781177856) 2023-08-12T06:18Z 27K followers, 48K engagements "Listen congratulations uranium bulls. The koala got $20 to $32 Youve gotten more But as the only marsupial to trade physical uranium if you dont think Cameco $ccj already scored those incremental pounds before announcing you are crazy Enjoy WNA week" [X Link](https://x.com/anyuser/status/1698545334501154827) 2023-09-04T03:55Z 27K followers, 25.4K engagements "Going to say something polarizing here but its an observation: If UAW workers makes what a mid-level multi-manager pod analyst makes in base salary living in NYC where avg rent is $5k/mo with no bonus certainty It shows how much the status of finance bro has deflated how commoditized it has become And why the Gen Z crew arent ready to work as hard as the millennials were (common finance mgmt lament) If there isnt a high status high reward career track (aka low risk v entrepreneur track) for the academic elite/high performance young people to pursue that validates their economic security and" [X Link](https://x.com/anyuser/status/1704570492512788698) 2023-09-20T18:57Z 27K followers, 288.2K engagements "@ValueSituations Tickers" [X Link](https://x.com/YellowLabLife/status/1721425809788047672) 2023-11-06T07:14Z 27K followers, [----] engagements "If these whitehaven met coal term loan terms the koala was sent are accurate Paul & Kevin have executed a masterstroke Paid 3x EBITDA $3.2billion firm consideration $1.1Bn 0% APR deferred consideration payable over [--] years $0.6Bn 11-12% term loan So$1.5Bn of cash from balance sheet maybe $1.6-1.7Bn after fees etc. The levered FCF yield paid levered IRR NAV/sh or NPAT/sh accretionwhatever metric you want to use unless you think met coal dies its highway robbery for Whitehaven $WHC.AX" [X Link](https://x.com/anyuser/status/1727587254317752774) 2023-11-23T07:17Z 27K followers, 40.2K engagements "Happy holidays from the koala in the eucalyptus tree The koala when this Blackwater/daunia process is finally over (also applies to Sigma alphamin patriot teck/EVR us steel) https://t.co/pM0cJ1OdRM The koala when this Blackwater/daunia process is finally over (also applies to Sigma alphamin patriot teck/EVR us steel) https://t.co/pM0cJ1OdRM" [X Link](https://x.com/anyuser/status/1736724408197378392) 2023-12-18T12:25Z 27K followers, 43.8K engagements "The koala added a little more AlphaMoon $AFM.V in the eucalyptus tree yesterday Very rough numbers depending on your tin price the FCF/share or EPS (tomato tomato) with Mpama South is: $25k tin: US$0.10/sh $30k: $0.15/sh $40k: $0.22/sh $50k: $0.29/sh [--] year mine life in reserves Implied discount rate to get back to US$0.60/sh current share price $25k: 14% $30k: 30% $40k: 55% $50k: 90% These are rough figures done with jetlag on a back of the napkin basis perhaps a few quibbles here an there shave it a little bit (used $8MM interest expense 8% rate on DRC facility so implies debt goes up to" [X Link](https://x.com/anyuser/status/1748792550385725949) 2024-01-20T19:40Z 27K followers, 62.4K engagements "First of all as a shareholder the koala would like to thank Blair Way for the work he has done the last [--] years getting the Corvette project to the place it is today. Patriot Battery Metals $PMET $PMT.AX would not be in the position it is today without his leadership and focus shepherding what is the most relevant mineral discovery in North America since Voisey's Bay [--] years ago. In every meeting the koala had with him he was always adamant his skill & experience in project development. The COO role is a great spot for him as the company adds strength for this continuing adventure. It is" [X Link](https://x.com/anyuser/status/1750278996024033345) 2024-01-24T22:06Z 27K followers, 36.5K engagements "When someone asks the koala why it believes in 20th century commodities as much as it does 21st century commodities remember it took [--] years in the 1970s to build the Francis Scott Key bridge and today they speak of it taking up to a decade to rebuild. Guess we dont know how to build bridges like we used to But sure we totally are going to decarbonize the steel industry in [--] yrs" [X Link](https://x.com/anyuser/status/1773823708714422750) 2024-03-29T21:25Z 27K followers, 23.1K engagements "Congratulations to the Whitehaven Coal $whc.ax on closing the Daunia/Blackwater transaction A strategic masterstroke in this marsupial shareholders eyes Now time to deliver on the operating plan" [X Link](https://x.com/anyuser/status/1775000731579236654) 2024-04-02T03:22Z 27K followers, 10.1K engagements "When you ask a gold mining CEO why his margin per ounce is still the same from [--] years ago even though gold is at ATH" [X Link](https://x.com/anyuser/status/1776820341597220921) 2024-04-07T03:52Z 27K followers, 13.9K engagements "And every base metals mine is either Bisie or its not A few dinner with Maritz of Alphamin $afm.v takeaways: Plant is a duplicate of Mpama North so back end can do 12.5kt tin in conc per year Resource modeling suggests 3% steady state grade 900ktpayou get 20ktpa But if grade reconciles positive like it has historically instead of blending down to achieve target feed grade (which adds mine life but not nearly as NAV accretive) now AlphaMoon can just run higher grades through the mill without sacrificing recovery So could run 900ktpa at 3.75% as mine plan goes deeper at Mpama North and grades" [X Link](https://x.com/anyuser/status/1787811928946958346) 2024-05-07T11:49Z 27K followers, 38.9K engagements "Lets issue [--] year 9% convertible paper with 6% cash pay to acquire physical uraniumsure we already have c$600mm cash on hand and no permit yet so no need for that much cash But how else is Leigh and the gang going to keep enough shares in friendly hands such that they remain entrenched milking this For the avoidance of doubt here If a company issues [--] yr 9% convertible paper to buy spot uranium they are telling you they think spot is a better investment than their stock Likespot will go up 9% per annum next [--] years and even after that hurdle rate it is still a better investment than NexGen" [X Link](https://x.com/anyuser/status/1788177252166881762) 2024-05-08T12:00Z 27K followers, 53K engagements "So you raised $250MM in a CONVERTIBLE To buy physical uranium at effectively spot price And your market cap is down $600MM It's almost like the Nexgen $NXE stock is reacting the same as if management paid $315/lb instead of $92.60/lb for it's [---] million pounds Anyways the koala hopes you enjoy those annual $22.50MM interest payments for the next [--] years And if the koala is generous and says the market is haircutting the interest payments. That implied $315/lb is still $278/lb based on market cap loss Also.what the actual fuck is this deal when the recent C$244M CDI offering in Australia" [X Link](https://x.com/anyuser/status/1788279414662242692) 2024-05-08T18:46Z 27K followers, 61.5K engagements "Will just say the quiet part out loud and since she has publicly disclosed her diagnosis my only sibling is severely autistic and realistically despite my parents hopes (and they know about this account) will never live independently. I say that because it drives a lot of emotional thinking and pondering in the eucalyptus tree historically today and for the future But clearly Greta can and she loves her celebrity. So frankly and ruthlessly and selfishly in my eyes fair gameat some point youre not a kid anymore Same way the koala says until she goes to Asia she cant speak truth to power on" [X Link](https://x.com/anyuser/status/1789531402045628877) 2024-05-12T05:41Z 27K followers, 60.7K engagements "The more the koala researches DRI / hydrogen and green steel the more it realizes how delusional so many are about the physical and geological realities Yes be long the high grade iron names (the koala is) for that broader trend next 20-50 years BUT.coking coal demand is not going anywhere or peaking for a long time If you don't own (for example) Warrior Met Coal $HCC then the koala would like to know why If there is an ethical issue tobacco style let's discuss. Steel isn't some sort of drug of consumer indulgence And if some other reason the koala is dying to hear it Because more the koala" [X Link](https://x.com/anyuser/status/1802164791835836618) 2024-06-16T02:22Z 27K followers, 27.1K engagements "Wherever you are tonight on this rotating ball of iron and water hurtling though space @TraderPamplona The koala is thinking of you our [--] yr dialogue across multiple platforms & I hope you feel all the love gratitude respect and realize now you deserve all of it and more" [X Link](https://x.com/anyuser/status/1818100308368863687) 2024-07-30T01:44Z 27K followers, 15.1K engagements "Warrior $HCC quarter is FCF positive even after Blue Creek capex Spent $520MM to date at Blue Creek out of a reaffirmed $0.995 - [-----] billion range So call it $500MM remaining Net Cash $520MM Really nothing left to say Unless Blue Creek goes off the rails or the global economy collapses hard to see how you lose money here next [--] years The pressure is going to build up to do some serious capital returns in [----] as the remaining BC capex outstanding declines and net cash remains so elevated hope management enjoys getting sent buyback accretion analyses" [X Link](https://x.com/anyuser/status/1819106822332322122) 2024-08-01T20:23Z 27K followers, 17.3K engagements "Vale being down less than Berkshire Hathaway is all you need to know that this is a flows re-positioning and volatility driven de-grossing not "the world is ending" situation But it's always fun to see whether we get happy melt up August or sad vacations ruined August" [X Link](https://x.com/anyuser/status/1820493410043830634) 2024-08-05T16:13Z 27K followers, 15.4K engagements "Nuclear power costs too much money its cheaper to do coal. - Peter Thiel at 51:25 of the JRE podcast Normally the koala charges corporates for advisory work but this is free for Gary Paul Andy Walt etc. Even if you are a met coal company put that quote in your deck Because the fact China hasnt built as many reactors as people hoped is literally the narrative arc for green steel as well" [X Link](https://x.com/anyuser/status/1824596498312536554) 2024-08-16T23:57Z 27K followers, 16.6K engagements "As the koala has said to many of you this year in person China isnt the question anymore for most commodities. It is what it is but unless you want to call a collapse not where focus should be. SE Asia Indonesia India then Africathats the growth markets for the next 5-15 years China produces 1bt of steel per year and imports around 100mtpa of #metcoal to produce this. A fraction of this is from seaborne markets with 80% from Russia and Mongolia. India produces 120mt of steel per year and imports 80mtpa of coking coal. All of this from seaborne https://t.co/AYaFDdPtoP China produces 1bt of" [X Link](https://x.com/anyuser/status/1825013020545667186) 2024-08-18T03:33Z 27K followers, 29.8K engagements "Sowhy do we move coal thousands of mile by rail such that Uncle Warren makes 10x the EBITDA margin the actual miner does When we could just put a coal power plant with carbon capture & sequestration in Wyoming and link it up to an AI data center Data centers need base load power And unless you are Ken Griffin making markets you dont care if your videos load in [---] seconds instead of [---] seconds Oh and deep red Wyoming would like to keep employment and the economy in a good place in the NE part of the state [--] GW could be 5mm tons of demand (tightens up the export PRB market balance) at" [X Link](https://x.com/anyuser/status/1829513655076942221) 2024-08-30T13:37Z 27K followers, 142.2K engagements "Anyone who explores for uranium in Kazakhstan is an idiot The legislation is clear that if you find uranium the state/Kazatomprom can acquire the license area for costs incurred The koala suspects we just found out Laramide is not a serious company at all Laramide Resources to pursue large greenfield exploration opportunity in Kazakhstan: Acquires option on [----] km . https://t.co/8R8mL28sdc Laramide Resources to pursue large greenfield exploration opportunity in Kazakhstan: Acquires option on [----] km . https://t.co/8R8mL28sdc" [X Link](https://x.com/anyuser/status/1831751685217366340) 2024-09-05T17:50Z 27K followers, 21.3K engagements "Today the koala thinks about the mystical creature the keyser soze of mintwit whose been a "pen pal" for almost a decade Wherever you are @TraderPamplona Filo AlphaMoon Adriatic.enjoy your peaceful serenity in chosen anonymity In a sector of so many disaster investment opportunities you found the unicorns of this cycle" [X Link](https://x.com/anyuser/status/1841839375476310522) 2024-10-03T13:55Z 27K followers, [----] engagements "Random thought from the eucalyptus tree If Glencore was primarily listed in the USA and re-incorporated such that it was eligible for inclusion in the S&P [---] (not crazy in a world where global minimum taxation is happening). Stock is 50% higher just on that index inclusion" [X Link](https://x.com/anyuser/status/1852077336889352306) 2024-10-31T19:57Z 27K followers, 16.8K engagements "@HedgeDirty It's called the Atlantic Ocean between USA and Europe mate" [X Link](https://x.com/anyuser/status/1855998404335174010) 2024-11-11T15:37Z 27K followers, 42.2K engagements "The only use of time is: how do I buy more Warrior Met Coal $HCC But take all your money buy $HCC. Then take all your time figure out how to borrow more money to buy more $HCC. Then take all your time and figure out what you can sell to buy $HCC. And if you absolutely love the thing that youre that you dont want to sell it go mortgage your house and buy $HCC with it. The koala manifesting here" [X Link](https://x.com/anyuser/status/1860834518833246391) 2024-11-24T23:54Z 27K followers, 27.1K engagements "So. YE2015 $VALE had net debt of $25 billion Stock bottomed 1/20/16 at $2.13/sh [---] billion shares at the time So $36 billion enterprise value when iron ore was $40/t TODAY. $9.27/sh 4.27Bn shares $39.5 billion market cap $16.5 billion EXPANDED net debt So $56 billion enterprise value Now the "irony" if you will is Samarco had already happened late [----] so the "expanded net debt" of Vale was in reality much bigger that the stated $25 billion in the 4Q15 financials The koala therefore offers a hypothesis On a risk adjusted basis Vale is trading at a cheaper enterprise value today than it did" [X Link](https://x.com/anyuser/status/1867617467662565794) 2024-12-13T17:07Z 27K followers, 39K engagements "Late to this party but this is wrong under any reading of the convertible notes prospectus. If the stock is below the conversion price noteholders get their principal and accrued interest paid back in cash not stock The fact he is saying this only feeds the "docs don't matter fiat don't matter equity don't matter all that matters is bitcoin" schtick he has followed among his cult but.the fact something like this is allowed to stand uncorrected from a CEO is a sign of where the vibes are This is the easiest regulatory case in the world to prosecute From news release and the latest" [X Link](https://x.com/anyuser/status/1872727060415697130) 2024-12-27T19:31Z 27K followers, 62.7K engagements "In a world of social media and reality tv where fortunes have been made from flaunting wealth and status the middle class is no longer the American dream You see it in the data showing gen z think they need to make $600k to be a success Its actually one of our biggest social issues right now. The goal isnt to be better than your parents its to be on the circuit (also called Billionaires Social Calendar or the Instagram Sponsors Tour) in your 20s which is by definition a 0.1% outcome: You either inherited it became a generational athlete super famous young hit it big quick as an entrepreneur" [X Link](https://x.com/anyuser/status/1873403212914454546) 2024-12-29T16:18Z 27K followers, 36.5K engagements "How does this not scare everyone including [--] Dude is that tight with them CCP basically just gave everyone in the west a reason to question the dude Chinese officials are evaluating a potential option that involves Elon Musk acquiring TikTok's US operations if the company fails to fend off a controversial ban on the app https://t.co/kk4NwPPdvH Chinese officials are evaluating a potential option that involves Elon Musk acquiring TikTok's US operations if the company fails to fend off a controversial ban on the app https://t.co/kk4NwPPdvH" [X Link](https://x.com/anyuser/status/1878967780906807583) 2025-01-14T00:50Z 27K followers, 22.5K engagements "One of the best going out on top Adani Clover without a position just to make a point around Chamath Taking a fight to a Wall Street legend in Carl who never shied from one but deserved one Its probably most to be remembered for omg they pushed the truck down the fing hill and that Nikola report A standard of empirical process excellence & prose we can all aspire too Well done Nate A Personal Note From Our Founder https://t.co/OOMtimC0gV A Personal Note From Our Founder https://t.co/OOMtimC0gV" [X Link](https://x.com/anyuser/status/1879643690995785817) 2025-01-15T21:35Z 27K followers, 14.8K engagements "Thank you for the magical experience in the last [--] years planting and growing the eucalyptus tree Weve navigated so much together A garden leave driving the koala insane Working for a psycho in the pod monkey knife fight Working for another psycho And we just got to the end of [----] And from there we had a very fascinating Dec21 onward through [----] (iykyk) as this marsupial has become an entrepreneurial one koala natural resources merchant bank / jack of all trades Weve had some magic in [----] [----] and [----] and every year has been wilder than the next I hope that never stops being the case We" [X Link](https://x.com/anyuser/status/1880420654966837728) 2025-01-18T01:03Z 27K followers, [----] engagements "First time Melania has passionately fucked her husband in years $TRUMP is down 30% and lost $20bn in value since $MELANIA was announced. So many jokes here I dont know where to start. Over to you give me your best 🥹👇👇👇 https://t.co/DiNUDhbTlo $TRUMP is down 30% and lost $20bn in value since $MELANIA was announced. So many jokes here I dont know where to start. Over to you give me your best 🥹👇👇👇 https://t.co/DiNUDhbTlo" [X Link](https://x.com/anyuser/status/1881113037119377890) 2025-01-19T22:54Z 27K followers, 13.7K engagements "All this Norway govt falls over power prices talk makes the koala want to short Norsk Hydro then the marsupial remembered it never wants to do that are they long or short analysis again because realized [--] yrs ago if want long Alithere is Alcoa" [X Link](https://x.com/YellowLabLife/status/1885118994279014751) 2025-01-31T00:12Z 27K followers, [----] engagements "Turns out when you introduce yourself at an ideas dinner by saying your personal risk tolerance allows over 50% of your IRA to be invested in a tin mine in the DRC people listen when the koala says something actually concerns it or its skeptical of something" [X Link](https://x.com/anyuser/status/1888321452631326938) 2025-02-08T20:18Z 27K followers, 54.1K engagements "Holy f---ing.Walt & Dale from the high ropes with one hell of an incredible Blue Creek update for Warrior Met Coal $HCC Economics done at $250/mt. But even at $190/mt PLV guiding to an incremental $429MM of free cash flow The koala is pleased.the good old boys are going to be in a good mood next week" [X Link](https://x.com/anyuser/status/1893060040312934804) 2025-02-21T22:07Z 27K followers, 38.4K engagements "USA: well maybe we will exempt potash from the tariffs because we cant replace it domestically Canada: cool guess what we will put export tariffs on if you put import tariffs on any of our exports All those exports you cant replace USA: youre bluffing Canada: 🚨🚨 Agricultural product exemption from the trade war. Hey. I have a good idea. Instead of one by one exempting the major industries from this trade war Why dont you just not have a trade war at all https://t.co/W1BtCjTmrn 🚨🚨 Agricultural product exemption from the trade war. Hey. I have a good idea. Instead of one by one exempting" [X Link](https://x.com/anyuser/status/1897423536790069700) 2025-03-05T23:06Z 27K followers, 23.5K engagements "When you actually take a step back and think about it most of fintwit and its best anon accounts are buyside/sellside mid level professionals hitting an artificial ceiling because seniors wont retire or pay fairlyput another way its the initial inner thoughts before Spartacus led a slave revolt But first you must get through the first [--] years of pruningyou got to love it to keep going And the only reason a Spartacus revolt hasnt actually happened is the golden handcuffs You can complain about being underpaidbut youve had no exposure to LPs such that you could raise your own fund without your" [X Link](https://x.com/anyuser/status/1897493938673434935) 2025-03-06T03:46Z 27K followers, 62.8K engagements "Today is going to be one of those days the koala remembers years from now If the board decided this is what they had to do fair enough Have not spoken to the company yet The koala will still be holding the tin is still therethe AlphaMoon story continues $afm.v" [X Link](https://x.com/anyuser/status/1900175882284667345) 2025-03-13T13:23Z 27K followers, 21.7K engagements "Uraniumsaying this as someone who bought $21.50/lb in the physical market in early [----] and was able to get a million pounds on without getting the spot price over $23/lb Where is the actual demand growth Where are the new reactors Look I get the koala hasnt been one with the uranium vibes since SPUT shows up in [----] but then again having spent 2017-2019 in physical side did not appreciate how delulu equity markets were even a decade post Fukushima Do the math with the marsupial guys Koala + Cameco bid it up $21-33 in the late 2010s Sprott finally figuring out to just buy UPC and market to" [X Link](https://x.com/anyuser/status/1900996010207306112) 2025-03-15T19:42Z 27K followers, 94.7K engagements "Naturalized citizen seems to have forgotten the concept of a slippery slope Putting an American in El Salvadoran prison without convictionrevoking naturalized citizenship because reason tbd isnt a big leap from there some day They carved a symbol into the foreheads of the French girls that slept with German soldiers in the Vichy period as symbolic retribution its good to remember your party will not always be the majority Why should domestic terrorists NOT be sent to El Salvador Why should domestic terrorists NOT be sent to El Salvador" [X Link](https://x.com/anyuser/status/1903259471578546340) 2025-03-22T01:36Z 27K followers, 31.6K engagements "Every new mine build in the USA just became 20-30% more expensive the koala reckons More than offsets any domestic premium for metal prices in the USA" [X Link](https://x.com/anyuser/status/1907553803861217696) 2025-04-02T22:00Z 27K followers, 35.1K engagements "Lets get serious globalization has subsidized 50-100 million Americans living a life in the top decile of global existence It would only exist with capitalism The saddest partthose 50-100 million Americans have never said thank you even once Dont be Yertle the Turtle Maybe its just me but why is a stock market correction existential to the economy Kinda proves Trumps point that we overly financialized the economy Maybe its just me but why is a stock market correction existential to the economy Kinda proves Trumps point that we overly financialized the economy" [X Link](https://x.com/anyuser/status/1909819746029121905) 2025-04-09T04:04Z 27K followers, 16.7K engagements "When $HCC meme stock to $200 Met coal is now a critical element/metal White House: Projects from Perpetua Resources Rio Tinto Hecla Mining Albemarle Warrior Met Coal and others to receive fast-track permitting. White House: Projects from Perpetua Resources Rio Tinto Hecla Mining Albemarle Warrior Met Coal and others to receive fast-track permitting" [X Link](https://x.com/anyuser/status/1913283463995621443) 2025-04-18T17:28Z 27K followers, 24.4K engagements "Peter Navarro has been deported to El Salvador hasn't he *TRUMP ASKED IF HELL PLAY HARDBALL WITH CHINA SAYS NO *TRUMP ASKED IF HELL PLAY HARDBALL WITH CHINA SAYS NO" [X Link](https://x.com/anyuser/status/1914805835953328427) 2025-04-22T22:17Z 27K followers, 33.5K engagements "Never in doubt This one (US Steel $X) is honestly even more emotionally/psychologically fulfilling than Patriot was The original fundamental $20 to the original bid The bidding war The merger arb saga Thank you Mrs Koala for putting up with this saga for the last [--] months. This is the picture from the sunset river cruise we were on in Cambodia when the deal originally hit the wires Thank you for going and getting those honey dueces for the koala when this deal ruined the date at Arthur Ashe where I had to go drop bear and triple down like the psychopath I occasionally am Congrats to the mgmt" [X Link](https://x.com/anyuser/status/1926003510400659700) 2025-05-23T19:53Z 27K followers, 34.7K engagements "Junior mining CEO getting excited about a copper price in the USA behind a potential 50% tariff wallwhen his exploration project is in Chile Embarrassing #Copper price on COMEX is surging right now on the announcement of @realDonaldTrump's 50% tariff on Copper $CUPR.CN $CUPPF $CUPR https://t.co/ycguAjqT3u #Copper price on COMEX is surging right now on the announcement of @realDonaldTrump's 50% tariff on Copper $CUPR.CN $CUPPF $CUPR https://t.co/ycguAjqT3u" [X Link](https://x.com/anyuser/status/1942638039114867030) 2025-07-08T17:32Z 27K followers, 22.3K engagements "Bonkers dealUS government is not messing around And the koala is pleased because: The only way a $110/kg NdPr floor works commercially outside defense applications is if you basically tariff or ban foreign magnets/oxides and that means a scrap magnet export ban is logical and recycling REE permanent magnets is a mission critical endeavour in the USA now What a deal by MP Materials: - 10-year offtake agreement with a massive $110/kg NdPr price floor - $400M equity injection from the DoD making it the largest shareholder - $1B+ in committed financing from JPMorgan & Goldman Sachs for a new 10X" [X Link](https://x.com/anyuser/status/1943260808579887223) 2025-07-10T10:47Z 27K followers, 28K engagements "The koala doesnt always give quotes but when it does it makes them very clear From an article out this weekend on TNR Gold $TNR.V $TRRXF Whole thing worth a read but the verdict is apt Live now on the 'Stack. A Civic Holiday edition on all things $TNR.V. With @YellowLabLife and @TNR_Gold sniping at each other is there an investment case for the rest of us https://t.co/wjS92dzGdY Live now on the 'Stack. A Civic Holiday edition on all things $TNR.V. With @YellowLabLife and @TNR_Gold sniping at each other is there an investment case for the rest of us https://t.co/wjS92dzGdY" [X Link](https://x.com/anyuser/status/1952738461749772752) 2025-08-05T14:28Z 27K followers, [----] engagements "Pretty sure if the Fed cut [---] bps we would see the long end blow through 5% without blinking and take mortgage rates with it Which means yield curve control Which means monetization/QE Picture a world where all foreign owned Treasury bonds must be bought by the Fed And a manic government uses taxation in various forms to arrest the inflation while in doing so nationalizing the economy such that it becomes like China Thats why the koala is studying Krugerrands" [X Link](https://x.com/anyuser/status/1955833282886590904) 2025-08-14T03:26Z 27K followers, 16.7K engagements "For some light hearted fare took almost [--] years but the koala finally did it Went to the wrong airport for a flight" [X Link](https://x.com/anyuser/status/1957782074418422087) 2025-08-19T12:29Z 27K followers, 11.4K engagements "After today the koala is convinced the current administration is going to be responsible for making the most millionaires of any administration to date in American history" [X Link](https://x.com/anyuser/status/1958964758452769276) 2025-08-22T18:49Z 27K followers, 20.6K engagements "So @Citrini7 what's the best trade for the this upcoming surge of weddings sure to come after this TAYLOR SWIFT TRAVIS KELCE ENGAGED -POST ON INSTAGRAM TAYLOR SWIFT TRAVIS KELCE ENGAGED -POST ON INSTAGRAM" [X Link](https://x.com/anyuser/status/1960392819564044601) 2025-08-26T17:24Z 27K followers, 91.8K engagements "You all keeping bidding $IAG to new [--] week highs the koala will keep buying calls just out of respect for the price action If Agnico Kinross Barrick or Lundin Gold go now not in a year the koala doesnt want any questions why it kept buying a stock that kept crushing GDX Bought some more IAMGOLD $IAG call options The strength today.even in the context of a strong gold macro tape It just feels like the right thing to do Bought some more IAMGOLD $IAG call options The strength today.even in the context of a strong gold macro tape It just feels like the right thing to do" [X Link](https://x.com/YellowLabLife/status/1961500533413323196) 2025-08-29T18:45Z 27K followers, 18.1K engagements "Ahead of closing tomorrow a huge congratulations to the entire Adriatic Metals $ADT.AX team Paul Cronin @croninpd the Founder who had the vision and built the team Michael Horner @michaelbhorner the conscripted CFO and deal maker thats landed the plane And the mysterious Pamplona @TraderPamplona who was basically the first outside investor to see how special Rupice was Now whats the next one going to be" [X Link](https://x.com/anyuser/status/1962988442431668517) 2025-09-02T21:18Z 27K followers, 14.3K engagements "You all do realize that this company has gone through quite literally the worst case scenario for why investors wont own it in [----] right And yet it doesnt take much imagination come November to see AlphaMoon $AFM.V will pay more dividends in [----] than in any yr before Alphamin Resources Provides Q3 [----] Operational Update $AFM.V https://t.co/KpCFZRYH3w Alphamin Resources Provides Q3 [----] Operational Update $AFM.V https://t.co/KpCFZRYH3w" [X Link](https://x.com/anyuser/status/1975703333382848952) 2025-10-07T23:22Z 27K followers, 15.8K 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) 2025-10-12T16:35Z 27K followers, [----] engagements "The Koala has been saying like a broken record when it comes to uranium/nuclear "show me the western FID" The news today from Cameco $CCJ and the US govt around Westinghouse is a brilliant deal and a milestone (how the govt is doing deals while closed not sure) on the way Now let's see site locations and FID so that $80 billion goes into the ground Tim Gitzel and Grant Isaac are going to go into history as one of the best CEO/CFO teams in mining industry history given how they've navigated the situation since Fukushima but especially the past decade" [X Link](https://x.com/anyuser/status/1983196943103779091) 2025-10-28T15:39Z 27K followers, 26.7K engagements "Tronox reports tonight with the call tomorrow morning The Koala is just saying. Better hear the three magic letters and a lot of talk about monazite We all agree that if someone has a legitimate REE angle to their corporate story it would be malpractice not to mention it on their earnings and conference call correct We all agree that if someone has a legitimate REE angle to their corporate story it would be malpractice not to mention it on their earnings and conference call correct" [X Link](https://x.com/YellowLabLife/status/1986168786739667115) 2025-11-05T20:28Z 27K followers, [----] engagements "This entire hour with Mick is more valuable than probably any hour of podcasts weve had in mining in [----] Mick McMullen treats mining like private equity. IRR over ego. Exit over empire. No romance for the rocks only returns. With eight exits under his belt the most recent being MAC Copper Limited we cover lots of territory in this conversation: What MAC tried to buy itself https://t.co/BymTWczxmd Mick McMullen treats mining like private equity. IRR over ego. Exit over empire. No romance for the rocks only returns. With eight exits under his belt the most recent being MAC Copper Limited we" [X Link](https://x.com/anyuser/status/1987336302157832276) 2025-11-09T01:47Z 27K followers, 24.7K engagements "If you believe in the sustainability of the god stick in copper ask yourself why you havent listened to the Koala on this developer yet" [X Link](https://x.com/YellowLabLife/status/2016887884226449877) 2026-01-29T14:55Z 27K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@YellowLabLife Yellow Lab Life Capital
Yellow Lab Life Capital posts on X about in the, to the, if you, $hcc the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -29%
- [--] Month [-------] +64%
- [--] Months [---------] -78%
- [--] Year [----------] +61%
Mentions: [--] #
- [--] Week [--] -52%
- [--] Month [---] -74%
- [--] Months [---] +78%
- [--] Year [-----] +76%
Followers: [------] #
- [--] Week [------] +0.05%
- [--] Month [------] +1.50%
- [--] Months [------] +6.90%
- [--] Year [------] +16%
CreatorRank: [---------] #
Social Influence
Social category influence finance 42.86% countries 16.43% stocks 10.71% travel destinations 4.29% cryptocurrencies 4.29% social networks 2.86% currencies 2.86% technology brands 2.14% automotive brands 1.43% celebrities 1.43%
Social topic influence in the 18.57%, to the 10.71%, if you 10.71%, $hcc #1, company 7.86%, copper #748, for the 7.14%, $glenl #18, tree 6.43%, steel 5%
Top accounts mentioned or mentioned by @traderpamplona @arrakisglobal @sniffrocks @respeculator @inglouriouscap @dougcan @gritcapital @grdecter @croninpd @alphaninja6 @buzz_lighter_ @torchincapital @onemoreif @willuking @jarrettrenshaw @reuters @midtownrob @riotinto @rampartnews @financialreview
Top assets mentioned Warrior Met Coal, Inc. (HCC) Rio Tinto plc (RIO) MP Materials Corp. (MP) Realio Network (RIO) NexGen Energy Ltd. (NXE) Teck Resources Limited (TECK) Agnico Eagle Mines Ltd. (AEM) Canadian Natural Resources Limited (CNQ) USA Rare Earth, Inc. Class A Common Stock (USAR) EGO (EGO) Iagon (IAG) VALE S.A. (VALE)
Top Social Posts
Top posts by engagements in the last [--] hours
"The koala just walked out of a meeting Wow.just wow [--] years later GlenTinto ends the same way Looking forward to the post mortems on this from the various reporters Two immediate gut reactions for whatever they are worth: 1) If Rio Tinto $RIO can't do transformational M&A using paper because some of its Australian holders don't want to give up a piece of the iron ore business the case for breaking up Rio Tinto sort of writes itself. Because you basically cannot organically grow that copper business fast enough to actually move the needle at the group level And big cash M&A is going to be a"
X Link 2026-02-05T16:32Z 27K followers, 32.9K engagements
"Where is the Nexgen $NXE ad - @inglouriouscap"
X Link 2026-02-09T02:24Z 27K followers, [----] engagements
"Something the Koala has been pondering over the weekend and today is something has been missing about the GlenTinto $GLEN.L $RIO.L $GLEN $RIO $RIO.AX discourse even the marsupial missed More it chats with "both sides" it feels a real disconnect like they were speaking different languages And it comes down to arbitrage optionality This deal would have taken 12-24 months to get approval and close Realistically at a 4.2% [--] year treasury rate Glencore would have traded AT LEAST 10% wide of the the deal price Why is that fascinating.$10 billion on the "affected unaffected" Glencore market cap was"
X Link 2026-02-10T04:17Z 27K followers, [----] engagements
"Don't think $18.5 million will be beaten this cycle for "building" a fully permitted tungsten mill Congratulations to the Blue Moon $BMM $MOON.V team getting this closed Blue Moon Metals Closes Previously Announced Acquisition of the Springer Tungsten and Critical Metals Mine and Processing Plant Located in Nevada in Line with Recent Initiatives Under Section [---] of the Trade Expansion Act $MOON.V https://t.co/J8sU01qzUx Blue Moon Metals Closes Previously Announced Acquisition of the Springer Tungsten and Critical Metals Mine and Processing Plant Located in Nevada in Line with Recent"
X Link 2026-02-10T22:12Z 27K followers, 14.1K engagements
"Not that it matters in a flush but Warrior Met Coal $HCC earnings after the bell will be interesting"
X Link 2026-02-12T19:22Z 27K followers, 13.4K engagements
"The fact there is a nonzero chance of this actually happening (what else can BHP buy for copper growth) even [--] years later just has the koala smiling on this "sell everything" day in the markets Here's my attempt at it. https://t.co/MdzwF86Ks9 Here's my attempt at it. https://t.co/MdzwF86Ks9"
X Link 2026-02-12T20:21Z 27K followers, [----] engagements
"Today "Warrior $HCC is always conservative with/sandbag their guidance" The [----] cash cost guide with a full year of Blue Creek: $95-110/st The 4Q [----] cash cost while Blue Creek was RAMPING $93.53/st Just for context.$15/st * 13MM st is almost $200MM EBITDA or tax adjusted $3/sh EPS delta in [----] Not that it matters in a flush but Warrior Met Coal $HCC earnings after the bell will be interesting Not that it matters in a flush but Warrior Met Coal $HCC earnings after the bell will be interesting"
X Link 2026-02-12T21:18Z 27K followers, [----] 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 30% 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 https://twitter.com/i/web/status/1758124863489749286 https://twitter.com/i/web/status/1758124863489749286"
X Link 2024-02-15T13:43Z 27K followers, 15.7K 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 50% cash premium would probably get them Adriatic 50% 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 * [---] 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 27K followers, 14.8K 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 Lundin Mining $LUN.T $LUNMF guiding to $500mm free cash flow after growth capex in [----] and $6 billion of funding capacity (assuming [---] net debt / EBITDA) which means cough cough Vicua can be funded off the balance sheet Feel sort of embarrassed the koala isnt very long https://t.co/0W8MiOUS2I Lundin Mining $LUN.T $LUNMF guiding to $500mm free cash"
X Link 2025-08-07T17:49Z 27K followers, [----] 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 2025-08-22T01:35Z 27K followers, [----] 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 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 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 2025-09-08T23:26Z 27K followers, 45.5K 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 $330 million. Thats nothing in the scope of this deal both are basically inviting interlopers https://twitter.com/i/web/status/1965377778565701711 https://twitter.com/i/web/status/1965377778565701711"
X Link 2025-09-09T11:32Z 27K followers, 19.1K 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. https://twitter.com/i/web/status/1967675035012767992"
X Link 2025-09-15T19:41Z 27K followers, 12.7K 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 [---] 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 27K followers, 25K 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 https://twitter.com/i/web/status/1974145392762564965 https://twitter.com/i/web/status/1974145392762564965"
X Link 2025-10-03T16:11Z 27K followers, 21.2K engagements
"As a thought exercise the koala has to guess whose next for govt dosh besides deep sea miners: Ivanhoe Electric $IE This is literally the market environment Robert has dreamed of since [----] He has been saying "tyranny of NPV" last few years new investors to the sector say "what's NPV" They've never heard him present before it's intoxicating the first time It's a mine in the USA it's ready to be built in this administration And given Cactus across the highway (with Hudbay as a strategic shareholder who has growth ambitions beyond Copper World) there is some M&A optionality for a few things"
X Link 2025-10-13T14:03Z 27K followers, 13.7K 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 27K followers, [----] 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 [--] 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 [----] it might be a little personal Line [--] v JV economics will be a fun debate in markets next [--] 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 27K followers, [----] 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 27K followers, 10.3K 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 27K followers, [----] engagements
"The Koala bought some $CNQ calls This just seems like an absurd overreaction"
X Link 2026-01-05T17:19Z 27K followers, 18.7K engagements
"If the General overthrows the VP in Caracas tonight does that mean $CNQ goes back to $35 and then up 7-8% more because Venezuela just lost the technocrat politician who kept their oil industry a float (as we kept being told by the media today)"
X Link 2026-01-06T01:55Z 27K followers, 12.9K engagements
"Be sure to mark to market your Glencore models for the silver production from Kazzinc This is not a tweet just about Glencore"
X Link 2026-01-14T14:03Z 27K followers, [----] engagements
"Absolute master stroke by Energy Fuels $EFR.TO $UUUU here The metallization technology ASM $ASM.AX controls at their South Korean facility is strategic and world class LCM is in $USAR ASM is in EFR The two western metallization facilities are spoken for And like the Koala mentioned earlier today where is $MP on metallization Where are all these companies on their upstream sourcing strategies A metaphorical refinery isn't worth much without an oil field Mt Pass Mt Weld don't have big heavy REE compositions Where are they on recycling Will magnet producers get over metallization being done by a"
X Link 2026-01-20T22:51Z 27K followers, 30.1K engagements
"The koala will see you all in Valhalla Password (h/t @OneMoreif and @Will_UKing ) issay it with me Whats my NAME $WHC.AX Been focused on another gold shitco today but just noticed $WHC.AX has tagged $9 for the first time in [--] months. future ASX50 stock #coaltwitter Been focused on another gold shitco today but just noticed $WHC.AX has tagged $9 for the first time in [--] months. future ASX50 stock #coaltwitter"
X Link 2026-01-21T03:19Z 27K followers, [----] engagements
"So this is a fabulous follow on point on GlenTinto $GLEN.L $RIO.L $RIO.AX the Koala has heard from a few people "large scale M&A bad" Two points: Alcan was a cash deal funded with leverage (as we've seen since then in the sector lesson learned can't recall last time someone "bet the company" on a merger in big mining) GlenTinto would be in all shares deal where exactly is the damage or fear of doing it top of cycle We can debate where the two "commodity baskets" are in relation to "cycle average" but an all shares merger isn't going to result in an upside down balance sheet here To the "you"
X Link 2026-01-24T20:43Z 27K followers, [----] engagements
"Itll never not be hilarious to the Koala that the Neptune Coal Terminal expansion cost C$800 million finished in [----] The Fording River acquisition cost c$14 billion in [----] which was basically to buy in the 48% not already owned of Elk Valley (so do the math on 100% implied value) And Glencore got all of it for US$9 billion enterprise value in [----] and its still a multi-decade reserve/resource business https://twitter.com/i/web/status/2015522286259052553 https://twitter.com/i/web/status/2015522286259052553"
X Link 2026-01-25T20:28Z 27K followers, [----] engagements
"Warrior $HCC getting smashed because funds are hedging their USA Rare Earths $USAR allocations via Ramaco $METC and thus anything correlated to Ramaco is hilarious Also would flag The Metals Company $TMC getting smoked on this on the same basis Personally the Koala thinks that's an opportunity If the deal window is open Gerard is going to go for it and get one https://twitter.com/i/web/status/2015878876191457667 https://twitter.com/i/web/status/2015878876191457667"
X Link 2026-01-26T20:05Z 27K followers, 13.1K engagements
"If the administration just rug pulled the $MP NdPr price floor that stock is getting annihilated tomorrow like it should be $40 because all that mattered in that deal was the price floor Funny its just in the qtr the price floor started unbelievable SCOOP: Trump administration no longer plans to extend price floors to critical minerals projects sources tell me and @JarrettRenshaw for @Reuters. https://t.co/lNNXl7KP5x SCOOP: Trump administration no longer plans to extend price floors to critical minerals projects sources tell me and @JarrettRenshaw for @Reuters. https://t.co/lNNXl7KP5x"
X Link 2026-01-28T23:10Z 27K followers, 77.2K engagements
"If price floors are off the table and $MP loses its price floor REE magnet recycling basically became the only viable option for western supply that makes money at every point in the cycle Go look at MP opex/kg NdPr What happens if China decides to export like in 2013-14 And dont say tariffs people build mines thinking about decades of industrial policy not 3-7 years https://twitter.com/i/web/status/2016651779023225053 https://twitter.com/i/web/status/2016651779023225053"
X Link 2026-01-28T23:17Z 27K followers, [----] engagements
"Good question on Blue Moon $BMM $MOON.V First yes dont think story fully out there yet even though becoming a producer in [----] at these copper prices is as close to perfectly timing the cycle as you can get Two management has done the full walkabout roadshow in [----] yet post uplisting People are going to be shocked this exists when they finally meet with Christian and here the story @YellowLabLife With the uplisting out of the way + copper's move today I'm surprised there aren't more eyes on this. Still think the story hasn't gotten out yet @YellowLabLife With the uplisting out of the way +"
X Link 2026-01-29T15:04Z 27K followers, [----] engagements
"Its not $60k but still going to post it #Tin price: [-----] (+1860 +3.27%) 1:47pm London $Tin https://t.co/bAY5wJPYfN #Tin price: [-----] (+1860 +3.27%) 1:47pm London $Tin https://t.co/bAY5wJPYfN"
X Link 2026-01-29T15:08Z 27K followers, [----] engagements
"Now known at Varvara Development Group take one guess who became the Executive Chairman in November [----]. Hats off to them hope they make an absolute killing on this next one but Eldorado shareholders who sold it to them probably rightfully should have some questions 4/n"
X Link 2026-02-02T22:49Z 27K followers, [----] engagements
"Longwinded way of saying the Koala puts back on its failed pod monkey hat to say: Long $GDX / Short $EGO for 10% spread But long $EGO from there if that spread hits on the thesis "here comes an activist" The "Background to the Merger" will be fun reading in the Circular 5/n"
X Link 2026-02-02T22:49Z 27K followers, [----] engagements
"If you want something more fun than "GDX" as a long do a basket of $EQX $IAG $BTG All three of those are working hard to get ready for a wedding in [----] Probably Kinross $KGC for $BTG Clive and Kinross have danced before gives Kinross more Canada production in Goose Agnico $AEM for $IAG It's in Agnico's backyard Equinox $EQX acquirer is a harder one to predict but also the one the Koala thinks goes first that Minera Alamos $MAI.V share sale just felt like a "we won't be around independently to see the re-rate so cash is better to have" Going to guess it's either Alamos $AGI or Lundin Gold"
X Link 2026-02-02T22:50Z 27K followers, 17.1K engagements
"@midtown_rob When primary and what projected IRR"
X Link 2026-02-03T13:13Z 27K followers, [---] engagements
"Sorry @ArrakisGlobal but Gary gets GOAT status if this deal closes on these terms for Glencore $GLEN.L on top of GlenTinto 40% of African Copper at a $9 billion implied enterprise value Brilliant absolutely brilliant https://www.prnewswire.com/news-releases/proposed-acquisition-by-us-backed-orion-critical-mineral-consortium-of-a-strategic-stake-in-glencores-drc-assets-302677770.html https://www.prnewswire.com/news-releases/proposed-acquisition-by-us-backed-orion-critical-mineral-consortium-of-a-strategic-stake-in-glencores-drc-assets-302677770.html"
X Link 2026-02-03T15:33Z 27K followers, [----] engagements
"That looks funny and out of the ordinary. Wonder if theres something theremaybe we should take a look *private company life is so much fun"
X Link 2026-02-04T03:04Z 27K followers, [----] engagements
"Been sizing up OnGold $ONAU.V in the eucalyptus tree opportunistically As the tungsten price mechanism shows we are at the warehouse floor in terms of inventory the Koala been reflecting on a couple points/themes "Everything" works at $1400/MTU and we know how that ends one day so what is super geopolitically strategic priority will eventually be projects that works "full cycle" Like it or not if your EBITDA disappears at $4-500/MTU you probably are not "full cycle" And that's why the Koala thinks the tungsten by-product potential of Monument Bay should at minimum make the company worth more"
X Link 2026-02-04T15:21Z 27K followers, [----] engagements
"Thinking of making Whitehaven $whc.ax and Warrior $hcc should merge at nil premium the koalas newest personality dimension Paul and Kevin run it let Walt and Dale go into the sunset victorious after over a decade of excellence. Jack and ops keep running Alabama Alabama becomes cyclone insurance Pay dividends out of Aussie profits so there are franking credits US profits fund the buybacks Have the stock stay dual listed The basin/asset diversification makes for a more robust platform that should get a re-rate as Blue Creek ramps and the last year of BHP deferred/contingent falls away Would you"
X Link 2026-02-06T04:18Z 27K followers, [----] engagements
"For those that have read the Koalas views on GlenTinto not happening here is the other side from a reporter/columnist whose work Ive respected for many years I fundamentally disagree with practically all of it but its a worthwhile discussion to see the other side presented with such witty ruthless clarity Glencore is a company whose criminality is genomic. In its very DNA lies a flagrant disregard for the law and indeed human life. @RioTinto might just as well explore a merger with the Camorra. My monthly @rampart_news column in the @FinancialReview: https://t.co/HrAxflp1HM Glencore is a"
X Link 2026-02-06T04:23Z 27K followers, 10.1K engagements
"This just hit the Koalas inbox you have got to be kidding. The Aussies are livid this idea was even entertained. Truth be told it seems the big [--] in the Pilbara are viewed the way US Steel is viewed in USAyou are effectively SOE if not officially and dont you forget it Starting to get the sense we hear why do they even invest outside Australia they only destroy value when they do historically"
X Link 2026-02-06T04:30Z 27K followers, [----] engagements
"It was an all share deal everyone was going to sink or swim togetherdont think its fair to call it a sale Put another way would you be short glencore against a Rio or bhp long And if the thesis is iron ore the commodity to be in if the koala offered you [----] glen + [----] spot iron ore v Rio or bhpdoes that change your answer https://twitter.com/i/web/status/2019633651143643344 https://twitter.com/i/web/status/2019633651143643344"
X Link 2026-02-06T04:46Z 27K followers, [---] engagements
"@Mark_IKN At minimum the fact Craig hasnt fallen on his sword for his comments at vric is shocking"
X Link 2026-02-11T02:19Z 27K followers, [----] engagements
"Nothing will make you appreciate the professionalism instilled by the knowledge in London taxi driving standards than having two consecutive NYC yellow taxis in midtown Manhattan ask for the actual address after you verbally told them two cross streets on the island as a destination when you got in"
X Link 2026-02-11T04:17Z 27K followers, [----] engagements
"Sort of wondering these days if one way to reverse the declining birth rates is to level with millennials and Gen Z how many of them are going to be taking care of the aging boomers in senior elder care where if you are going to be changing diapers anyway might as well have a baby or two Crowding out The economy is not shrinking We are just crowding out the private sector Crowding out The economy is not shrinking We are just crowding out the private sector"
X Link 2026-02-11T19:24Z 27K followers, [----] engagements
"Gave it a day to trade before saying anything beyond it's tweet this morning but let's talk Eldorado $EGO - Foran $FOM.TO TLDR - think we have to price in a real probability the deal fails to get Eldorado shareholder approval if we see another 10-15% underperformance to $GDX into the vote (today was 9%) That's an activist shareholder's dream pitch: "Here's how we all get back 33% of relative performance (1/.75 = 1.33) Vote down this merger diversifying into copper" People are saying Eldorado shareholders are livid (the Koala would be too) but the Canadian culture is such that until someone"
X Link 2026-02-02T22:47Z 27K followers, [----] engagements
"Something John Hempton @John_Hempton said to the Koala when we were introduced and talked mining a couple years ago sort of resonates today The Koala brought up how wild the valuation was that Northern Star $NST.AX paid for DeGrey in all stock (gold price running can make an overpay look fine but the sentiment stands) John reminded the Koala that once Mattel bought "The Learning Company" in [----] in an all stock deal and while the deal turned out to be a catastrophic disaster it also signified something similar that made it almost an insta-short in John's eyes at the time the all stock"
X Link 2026-02-02T22:47Z 27K followers, [----] engagements
"Just to put into context the whispered "$10 billion gap" that Glencore $GLEN.L and Rio Tinto $RIO couldn't bridge.in an all share deal this is approximately what it really means Rio Tinto board and management concluded the following order of preference: 1) Own 66% of "GlenTinto" 2) Own 100% of Rio Tinto 3) Own 63% of "GlenTinto" Here is why that really just feels like an ego trip after so much flirtation between these two companies. You had to assume there was zero multiple uplift to come from being the supermajor because the combined spot EBITDA of these companies was $50 billion Whether 0.5"
X Link 2026-02-05T22:14Z 27K followers, 24.6K engagements
"When you see a stock move like Surge Copper $SURG.V yesterday during a live placement Thats Bay and Howe street realizing this isnt the usual deal the book is both robust and able to be upsized without sacrificing quality on the margin and so the street repositions quickly and violently There are Canadian daddies you see visibly on register and those that like a black hole you detect their gravitational presence by the fact they clearly are there mathematically even if you dont actually see them And management and board that can source that sort of capital is very rare in Canada these days"
X Link 2026-02-12T12:08Z 27K followers, [----] engagements
"Set aside the ongoing tragedy for a second To @TraderPamplona point that things maybe a touch frothy in some pockets of the sector Don uses $150 silver (spot is $75) fine w/e he is bullish the commodity But what grinds the koala's gears is the 15x multiple This is a single asset company yet to be in production but even once it is it's a [---] year reserve life If we assume the inferred resource converts to reserves you get maybe another 5-6 years Who pays 15x for a [--] year mine life Update from Vizsla Silver today (see link below). My response: Many think the Panuco project is dead or will be"
X Link 2026-02-12T21:37Z 27K followers, 15.8K engagements
"Put together a buy & hold 2-3 yrs mining book today here is what made the cut: Vale Glencore US Steel Ivanhoe Cu Mtn AlphaMoon Whitehaven Just missed the cut: Century Teck If the person who received this follows the koala consider this the disclosure we can both deny later"
X Link 2022-02-13T01:15Z 27K followers, [---] engagements
"Why won't natural resource companies invest in growing supply after a decade of being screamed at by governments and the public to not invest more capital being told they are destroying the environment & having their valuation multiples cut in half"
X Link 2022-03-24T19:41Z 27K followers, [---] engagements
"Best Wall Street movie dialogue now & for rest the 21st century "I think you need to get back here" "What" "It's 11pm at night" "I'm well aware of the fucking time it is Sam you need to see this" "Email it to me" "I don't think that that would be a good idea" "I'm on my way""
X Link 2022-04-02T05:16Z 27K followers, [---] engagements
"The eucalyptus tree Roth IRA (normally don't do this but its been a wild 2Q so far so let's have some friday fun): AlphaMoon 47% Stelco 20% Algoma 13% Filo 11% Turquoise Hill 9% Is the koala diversified Geographically yes"
X Link 2022-05-13T16:24Z 27K followers, [---] engagements
""You know koala this is the first metals upcycle to end without any real capex being spent. So think about once we get through this bumpy road how the next one is going to go" Really smart friend & mentor to the koala yesterday"
X Link 2022-06-24T11:05Z 27K followers, [---] engagements
"Interns of Wall Street this is a PSA Your return offer is not linked to how disciplined you are about expenses/company resources If you are leaving the office after the time threshold for taxi/Uber/car paid for by your company - take it Passed out in taxis home multiple times"
X Link 2022-06-29T16:14Z 27K followers, [---] engagements
"Let's talk about it in the eucalyptus tree https://yellowlablifecapital.substack.com/p/volatility-is-the-ally-of-qualitysd=pf $VALE at $60Bn. Can't imagine what you think @YellowLabLife 😅 https://yellowlablifecapital.substack.com/p/volatility-is-the-ally-of-qualitysd=pf $VALE at $60Bn. Can't imagine what you think @YellowLabLife 😅"
X Link 2022-07-15T03:01Z 27K followers, [---] engagements
"This is how you walk the walk Multiples of annual salary on the back of a successful exit as a director of GBRthis should be front of the Minera Alamos deck when any investor asks why should I Even did the placement at/above mkt price @dougcan earns eucalyptus acclaim"
X Link 2022-07-18T18:21Z 27K followers, [---] engagements
"Being a thermal coal investor in this ESG world is like dating a pornstar/stripper You get glares & whispers but every guy with a wife/tech stock wonders if it might be worth it Every week WHC AU/CEIX etc print 1+% of enterprise value in free cash flow the koala's just saying"
X Link 2022-07-27T03:39Z 27K followers, [---] engagements
"Hands down one of the koala's favorite "with all due respect your ESG no coal rule can go fuck itself" slides You know Teck is a Canadian company because it's just said so nicely"
X Link 2022-07-27T15:20Z 27K followers, [---] engagements
"I know deal flow is slow right now but GS having [--] something analysts picking up sidewalk trash in Tribeca one of NYC's richest neighborhoods on a Wednesday at [--] am wearing GS logoed "Community Teamworks" shirts is one of the silliest things the koala has seen YTD"
X Link 2022-09-14T14:26Z 27K followers, [---] engagements
"Decided to wait until it was Friday after the close to send this from the eucalyptus tree. Let's have a weekend to digest this. Will not be linking to the thread in question but let's talk DBG CN the koala's favorite punching bag & let's talk the scandium flouride mkt 1/n"
X Link 2022-10-28T22:03Z 27K followers, [---] engagements
"Alright alright we got the eucalyptus tea brewed we have one of the Koala's go to modeling playlists cranking.it's time for a Whitehaven Coal $WHC.AX valuation thread First let's start with our [--] scenarios.1/n"
X Link 2022-11-03T01:12Z 27K followers, [---] engagements
"No matter what you may think about crypto This has to go down as one of the most ruthless masterstrokes in business history Dude literally just decided to rug pull a competitor straight into a bodybag & pulled it off in less than a week This afternoon FTX asked for our help. There is a significant liquidity crunch. To protect users we signed a non-binding LOI intending to fully acquire https://t.co/BGtFlCmLXB and help cover the liquidity crunch. We will be conducting a full DD in the coming days. This afternoon FTX asked for our help. There is a significant liquidity crunch. To protect users"
X Link 2022-11-08T16:29Z 27K followers, [---] engagements
"The koala finally got around to looking at on Yancoal $350/t NEWC $150 API [--] $250 PCI/Semi A$3.45/sh NPAT Cal23 Before considering divs in Feb23: YAL 1.75x WHC 2.2x So YAL trades 20% discount to WHC Not crazy on relative Both crazy cheap absolute Choose your adventure"
X Link 2022-12-13T04:44Z 27K followers, [---] engagements
"The koala don't care who you are professionally IRL as long as you are ethical & if we meet IRL we can enjoy each other's company Fintwit is about your content & thought process Not who you actually are Anyone who thinks otherwise is a total zero & deserves zero of your $"
X Link 2022-12-15T14:19Z 27K followers, [---] engagements
"Coal Twitter seeing 17x P/E called a black swan while long coal producers at 2x unlevered FCF with disciplined capital allocation frameworks and multi-decade reserve lives [--] forward P/E for Tesla is a black swan. If you dont agree than you probably dont own any Tesla shares and you likely dont understand Teslas insane growth ahead. [--] forward P/E for Tesla is a black swan. If you dont agree than you probably dont own any Tesla shares and you likely dont understand Teslas insane growth ahead"
X Link 2022-12-22T21:48Z 27K followers, 34K engagements
"Sounds like there is going to be a lot of bloodshed this week across the Street It's never fun & 1st time you never forget Go for a walk grab a friend to talk/vent with Don't make any decisions or sign any separation agreement for min [--] days when the adrenaline fades a little"
X Link 2023-01-09T06:55Z 27K followers, 120.2K engagements
"Insiders sell shares for many reasons but only buy for one: they think the price will rise. - Peter Lynch Just a thought on the koalas mind with some eucalyptus tea this fine afternoon Money talks bullshit walks"
X Link 2023-01-09T18:01Z 27K followers, 16.7K engagements
"Even at $22k LME tin in 4Q22 AlphaMoon $AFM.V was effectively FCF neutral INCLUDING growth capex from Mpama South Brilliant Maritz absolutely brilliant The koala appreciates the dividend as well 1/2"
X Link 2023-01-30T14:20Z 27K followers, 25K engagements
"We are making the world a better STFU IDGAF you are in default & we are taking everything and selling it for scrap to get our 20+% IRR And this is how the valley learned about the real world after [--] yrs of sheltered bliss If Apollo buys SVBs loan book its going to be blood and guts on the West Coast. Jason should be tweeting about that lol If Apollo buys SVBs loan book its going to be blood and guts on the West Coast. Jason should be tweeting about that lol"
X Link 2023-03-14T00:33Z 27K followers, 32.2K engagements
"Sometimes simple & boring can be wonderful in a mining investment Three takeaways from the site visit to see AMR for the koala 1) Summer body did NOT happen this yr 2) Strategy both operationally and allocating capital very straight fwd mgmt gets it 3) mintwit is good people"
X Link 2023-05-19T15:01Z 27K followers, 14.7K engagements
"17 months100 bagger On an initial PA investment the koala made the same day it became a free agent At time wondered while quarantined over Xmas will it be okay Career rock bottom Guess the koala invests well under existential career stress & uncertainty Whats my NAME"
X Link 2023-05-24T02:53Z 27K followers, 36.4K engagements
"Today the koala learned that Grit Capital @Grit_Capital led by @GRDecter has people cold call jr miners b/c CEO asked the Koala after getting left a voicemail The koala assured the CEO there is no need to return that phone call Curious though what the proposed fees would be"
X Link 2023-06-28T16:27Z 27K followers, 75.7K engagements
"Also in light of the blocking by the respective accountsperhaps the koala can share with all of you the @Grit_Capital and @GRDecter pricing sheet Just thinksomeone pays for this Today the koala learned that Grit Capital @Grit_Capital led by @GRDecter has people cold call jr miners b/c CEO asked the Koala after getting left a voicemail The koala assured the CEO there is no need to return that phone call Curious though what the proposed fees would be Today the koala learned that Grit Capital @Grit_Capital led by @GRDecter has people cold call jr miners b/c CEO asked the Koala after getting left"
X Link 2023-06-28T19:48Z 27K followers, 80.6K engagements
"No one regrets college the social proof to peers and future superiors is just unrivaled What people actually regret is not making the most of/being strategic about their 20s/first decade of their career Because that is never explained ahead of time like high school or college Do you regret going to college Do you regret going to college"
X Link 2023-07-04T15:55Z 27K followers, 25.1K engagements
"You are not a PM at Millennium P72 Baly or Citadel So you are not a trader with scale of capital & resources You are an investor Youll make your year on distinct days or events/investments Not a low vol positive p&l grind higher So why pretend or cosplay [---] trading days in a year: Lets say you average the following: $100 day profit = $25.2k annualized $200 day profit = $50.4k annualized $300 day profit = $75.6k annualized $400 day profit = $100.8k annualized Folks these are potentially life changing amounts to most ppl. [---] trading days in a year: Lets say you average the following: $100 day"
X Link 2023-08-12T06:18Z 27K followers, 48K engagements
"Listen congratulations uranium bulls. The koala got $20 to $32 Youve gotten more But as the only marsupial to trade physical uranium if you dont think Cameco $ccj already scored those incremental pounds before announcing you are crazy Enjoy WNA week"
X Link 2023-09-04T03:55Z 27K followers, 25.4K engagements
"Going to say something polarizing here but its an observation: If UAW workers makes what a mid-level multi-manager pod analyst makes in base salary living in NYC where avg rent is $5k/mo with no bonus certainty It shows how much the status of finance bro has deflated how commoditized it has become And why the Gen Z crew arent ready to work as hard as the millennials were (common finance mgmt lament) If there isnt a high status high reward career track (aka low risk v entrepreneur track) for the academic elite/high performance young people to pursue that validates their economic security and"
X Link 2023-09-20T18:57Z 27K followers, 288.2K engagements
"@ValueSituations Tickers"
X Link 2023-11-06T07:14Z 27K followers, [----] engagements
"If these whitehaven met coal term loan terms the koala was sent are accurate Paul & Kevin have executed a masterstroke Paid 3x EBITDA $3.2billion firm consideration $1.1Bn 0% APR deferred consideration payable over [--] years $0.6Bn 11-12% term loan So$1.5Bn of cash from balance sheet maybe $1.6-1.7Bn after fees etc. The levered FCF yield paid levered IRR NAV/sh or NPAT/sh accretionwhatever metric you want to use unless you think met coal dies its highway robbery for Whitehaven $WHC.AX"
X Link 2023-11-23T07:17Z 27K followers, 40.2K engagements
"Happy holidays from the koala in the eucalyptus tree The koala when this Blackwater/daunia process is finally over (also applies to Sigma alphamin patriot teck/EVR us steel) https://t.co/pM0cJ1OdRM The koala when this Blackwater/daunia process is finally over (also applies to Sigma alphamin patriot teck/EVR us steel) https://t.co/pM0cJ1OdRM"
X Link 2023-12-18T12:25Z 27K followers, 43.8K engagements
"The koala added a little more AlphaMoon $AFM.V in the eucalyptus tree yesterday Very rough numbers depending on your tin price the FCF/share or EPS (tomato tomato) with Mpama South is: $25k tin: US$0.10/sh $30k: $0.15/sh $40k: $0.22/sh $50k: $0.29/sh [--] year mine life in reserves Implied discount rate to get back to US$0.60/sh current share price $25k: 14% $30k: 30% $40k: 55% $50k: 90% These are rough figures done with jetlag on a back of the napkin basis perhaps a few quibbles here an there shave it a little bit (used $8MM interest expense 8% rate on DRC facility so implies debt goes up to"
X Link 2024-01-20T19:40Z 27K followers, 62.4K engagements
"First of all as a shareholder the koala would like to thank Blair Way for the work he has done the last [--] years getting the Corvette project to the place it is today. Patriot Battery Metals $PMET $PMT.AX would not be in the position it is today without his leadership and focus shepherding what is the most relevant mineral discovery in North America since Voisey's Bay [--] years ago. In every meeting the koala had with him he was always adamant his skill & experience in project development. The COO role is a great spot for him as the company adds strength for this continuing adventure. It is"
X Link 2024-01-24T22:06Z 27K followers, 36.5K engagements
"When someone asks the koala why it believes in 20th century commodities as much as it does 21st century commodities remember it took [--] years in the 1970s to build the Francis Scott Key bridge and today they speak of it taking up to a decade to rebuild. Guess we dont know how to build bridges like we used to But sure we totally are going to decarbonize the steel industry in [--] yrs"
X Link 2024-03-29T21:25Z 27K followers, 23.1K engagements
"Congratulations to the Whitehaven Coal $whc.ax on closing the Daunia/Blackwater transaction A strategic masterstroke in this marsupial shareholders eyes Now time to deliver on the operating plan"
X Link 2024-04-02T03:22Z 27K followers, 10.1K engagements
"When you ask a gold mining CEO why his margin per ounce is still the same from [--] years ago even though gold is at ATH"
X Link 2024-04-07T03:52Z 27K followers, 13.9K engagements
"And every base metals mine is either Bisie or its not A few dinner with Maritz of Alphamin $afm.v takeaways: Plant is a duplicate of Mpama North so back end can do 12.5kt tin in conc per year Resource modeling suggests 3% steady state grade 900ktpayou get 20ktpa But if grade reconciles positive like it has historically instead of blending down to achieve target feed grade (which adds mine life but not nearly as NAV accretive) now AlphaMoon can just run higher grades through the mill without sacrificing recovery So could run 900ktpa at 3.75% as mine plan goes deeper at Mpama North and grades"
X Link 2024-05-07T11:49Z 27K followers, 38.9K engagements
"Lets issue [--] year 9% convertible paper with 6% cash pay to acquire physical uraniumsure we already have c$600mm cash on hand and no permit yet so no need for that much cash But how else is Leigh and the gang going to keep enough shares in friendly hands such that they remain entrenched milking this For the avoidance of doubt here If a company issues [--] yr 9% convertible paper to buy spot uranium they are telling you they think spot is a better investment than their stock Likespot will go up 9% per annum next [--] years and even after that hurdle rate it is still a better investment than NexGen"
X Link 2024-05-08T12:00Z 27K followers, 53K engagements
"So you raised $250MM in a CONVERTIBLE To buy physical uranium at effectively spot price And your market cap is down $600MM It's almost like the Nexgen $NXE stock is reacting the same as if management paid $315/lb instead of $92.60/lb for it's [---] million pounds Anyways the koala hopes you enjoy those annual $22.50MM interest payments for the next [--] years And if the koala is generous and says the market is haircutting the interest payments. That implied $315/lb is still $278/lb based on market cap loss Also.what the actual fuck is this deal when the recent C$244M CDI offering in Australia"
X Link 2024-05-08T18:46Z 27K followers, 61.5K engagements
"Will just say the quiet part out loud and since she has publicly disclosed her diagnosis my only sibling is severely autistic and realistically despite my parents hopes (and they know about this account) will never live independently. I say that because it drives a lot of emotional thinking and pondering in the eucalyptus tree historically today and for the future But clearly Greta can and she loves her celebrity. So frankly and ruthlessly and selfishly in my eyes fair gameat some point youre not a kid anymore Same way the koala says until she goes to Asia she cant speak truth to power on"
X Link 2024-05-12T05:41Z 27K followers, 60.7K engagements
"The more the koala researches DRI / hydrogen and green steel the more it realizes how delusional so many are about the physical and geological realities Yes be long the high grade iron names (the koala is) for that broader trend next 20-50 years BUT.coking coal demand is not going anywhere or peaking for a long time If you don't own (for example) Warrior Met Coal $HCC then the koala would like to know why If there is an ethical issue tobacco style let's discuss. Steel isn't some sort of drug of consumer indulgence And if some other reason the koala is dying to hear it Because more the koala"
X Link 2024-06-16T02:22Z 27K followers, 27.1K engagements
"Wherever you are tonight on this rotating ball of iron and water hurtling though space @TraderPamplona The koala is thinking of you our [--] yr dialogue across multiple platforms & I hope you feel all the love gratitude respect and realize now you deserve all of it and more"
X Link 2024-07-30T01:44Z 27K followers, 15.1K engagements
"Warrior $HCC quarter is FCF positive even after Blue Creek capex Spent $520MM to date at Blue Creek out of a reaffirmed $0.995 - [-----] billion range So call it $500MM remaining Net Cash $520MM Really nothing left to say Unless Blue Creek goes off the rails or the global economy collapses hard to see how you lose money here next [--] years The pressure is going to build up to do some serious capital returns in [----] as the remaining BC capex outstanding declines and net cash remains so elevated hope management enjoys getting sent buyback accretion analyses"
X Link 2024-08-01T20:23Z 27K followers, 17.3K engagements
"Vale being down less than Berkshire Hathaway is all you need to know that this is a flows re-positioning and volatility driven de-grossing not "the world is ending" situation But it's always fun to see whether we get happy melt up August or sad vacations ruined August"
X Link 2024-08-05T16:13Z 27K followers, 15.4K engagements
"Nuclear power costs too much money its cheaper to do coal. - Peter Thiel at 51:25 of the JRE podcast Normally the koala charges corporates for advisory work but this is free for Gary Paul Andy Walt etc. Even if you are a met coal company put that quote in your deck Because the fact China hasnt built as many reactors as people hoped is literally the narrative arc for green steel as well"
X Link 2024-08-16T23:57Z 27K followers, 16.6K engagements
"As the koala has said to many of you this year in person China isnt the question anymore for most commodities. It is what it is but unless you want to call a collapse not where focus should be. SE Asia Indonesia India then Africathats the growth markets for the next 5-15 years China produces 1bt of steel per year and imports around 100mtpa of #metcoal to produce this. A fraction of this is from seaborne markets with 80% from Russia and Mongolia. India produces 120mt of steel per year and imports 80mtpa of coking coal. All of this from seaborne https://t.co/AYaFDdPtoP China produces 1bt of"
X Link 2024-08-18T03:33Z 27K followers, 29.8K engagements
"Sowhy do we move coal thousands of mile by rail such that Uncle Warren makes 10x the EBITDA margin the actual miner does When we could just put a coal power plant with carbon capture & sequestration in Wyoming and link it up to an AI data center Data centers need base load power And unless you are Ken Griffin making markets you dont care if your videos load in [---] seconds instead of [---] seconds Oh and deep red Wyoming would like to keep employment and the economy in a good place in the NE part of the state [--] GW could be 5mm tons of demand (tightens up the export PRB market balance) at"
X Link 2024-08-30T13:37Z 27K followers, 142.2K engagements
"Anyone who explores for uranium in Kazakhstan is an idiot The legislation is clear that if you find uranium the state/Kazatomprom can acquire the license area for costs incurred The koala suspects we just found out Laramide is not a serious company at all Laramide Resources to pursue large greenfield exploration opportunity in Kazakhstan: Acquires option on [----] km . https://t.co/8R8mL28sdc Laramide Resources to pursue large greenfield exploration opportunity in Kazakhstan: Acquires option on [----] km . https://t.co/8R8mL28sdc"
X Link 2024-09-05T17:50Z 27K followers, 21.3K engagements
"Today the koala thinks about the mystical creature the keyser soze of mintwit whose been a "pen pal" for almost a decade Wherever you are @TraderPamplona Filo AlphaMoon Adriatic.enjoy your peaceful serenity in chosen anonymity In a sector of so many disaster investment opportunities you found the unicorns of this cycle"
X Link 2024-10-03T13:55Z 27K followers, [----] engagements
"Random thought from the eucalyptus tree If Glencore was primarily listed in the USA and re-incorporated such that it was eligible for inclusion in the S&P [---] (not crazy in a world where global minimum taxation is happening). Stock is 50% higher just on that index inclusion"
X Link 2024-10-31T19:57Z 27K followers, 16.8K engagements
"@HedgeDirty It's called the Atlantic Ocean between USA and Europe mate"
X Link 2024-11-11T15:37Z 27K followers, 42.2K engagements
"The only use of time is: how do I buy more Warrior Met Coal $HCC But take all your money buy $HCC. Then take all your time figure out how to borrow more money to buy more $HCC. Then take all your time and figure out what you can sell to buy $HCC. And if you absolutely love the thing that youre that you dont want to sell it go mortgage your house and buy $HCC with it. The koala manifesting here"
X Link 2024-11-24T23:54Z 27K followers, 27.1K engagements
"So. YE2015 $VALE had net debt of $25 billion Stock bottomed 1/20/16 at $2.13/sh [---] billion shares at the time So $36 billion enterprise value when iron ore was $40/t TODAY. $9.27/sh 4.27Bn shares $39.5 billion market cap $16.5 billion EXPANDED net debt So $56 billion enterprise value Now the "irony" if you will is Samarco had already happened late [----] so the "expanded net debt" of Vale was in reality much bigger that the stated $25 billion in the 4Q15 financials The koala therefore offers a hypothesis On a risk adjusted basis Vale is trading at a cheaper enterprise value today than it did"
X Link 2024-12-13T17:07Z 27K followers, 39K engagements
"Late to this party but this is wrong under any reading of the convertible notes prospectus. If the stock is below the conversion price noteholders get their principal and accrued interest paid back in cash not stock The fact he is saying this only feeds the "docs don't matter fiat don't matter equity don't matter all that matters is bitcoin" schtick he has followed among his cult but.the fact something like this is allowed to stand uncorrected from a CEO is a sign of where the vibes are This is the easiest regulatory case in the world to prosecute From news release and the latest"
X Link 2024-12-27T19:31Z 27K followers, 62.7K engagements
"In a world of social media and reality tv where fortunes have been made from flaunting wealth and status the middle class is no longer the American dream You see it in the data showing gen z think they need to make $600k to be a success Its actually one of our biggest social issues right now. The goal isnt to be better than your parents its to be on the circuit (also called Billionaires Social Calendar or the Instagram Sponsors Tour) in your 20s which is by definition a 0.1% outcome: You either inherited it became a generational athlete super famous young hit it big quick as an entrepreneur"
X Link 2024-12-29T16:18Z 27K followers, 36.5K engagements
"How does this not scare everyone including [--] Dude is that tight with them CCP basically just gave everyone in the west a reason to question the dude Chinese officials are evaluating a potential option that involves Elon Musk acquiring TikTok's US operations if the company fails to fend off a controversial ban on the app https://t.co/kk4NwPPdvH Chinese officials are evaluating a potential option that involves Elon Musk acquiring TikTok's US operations if the company fails to fend off a controversial ban on the app https://t.co/kk4NwPPdvH"
X Link 2025-01-14T00:50Z 27K followers, 22.5K engagements
"One of the best going out on top Adani Clover without a position just to make a point around Chamath Taking a fight to a Wall Street legend in Carl who never shied from one but deserved one Its probably most to be remembered for omg they pushed the truck down the fing hill and that Nikola report A standard of empirical process excellence & prose we can all aspire too Well done Nate A Personal Note From Our Founder https://t.co/OOMtimC0gV A Personal Note From Our Founder https://t.co/OOMtimC0gV"
X Link 2025-01-15T21:35Z 27K followers, 14.8K engagements
"Thank you for the magical experience in the last [--] years planting and growing the eucalyptus tree Weve navigated so much together A garden leave driving the koala insane Working for a psycho in the pod monkey knife fight Working for another psycho And we just got to the end of [----] And from there we had a very fascinating Dec21 onward through [----] (iykyk) as this marsupial has become an entrepreneurial one koala natural resources merchant bank / jack of all trades Weve had some magic in [----] [----] and [----] and every year has been wilder than the next I hope that never stops being the case We"
X Link 2025-01-18T01:03Z 27K followers, [----] engagements
"First time Melania has passionately fucked her husband in years $TRUMP is down 30% and lost $20bn in value since $MELANIA was announced. So many jokes here I dont know where to start. Over to you give me your best 🥹👇👇👇 https://t.co/DiNUDhbTlo $TRUMP is down 30% and lost $20bn in value since $MELANIA was announced. So many jokes here I dont know where to start. Over to you give me your best 🥹👇👇👇 https://t.co/DiNUDhbTlo"
X Link 2025-01-19T22:54Z 27K followers, 13.7K engagements
"All this Norway govt falls over power prices talk makes the koala want to short Norsk Hydro then the marsupial remembered it never wants to do that are they long or short analysis again because realized [--] yrs ago if want long Alithere is Alcoa"
X Link 2025-01-31T00:12Z 27K followers, [----] engagements
"Turns out when you introduce yourself at an ideas dinner by saying your personal risk tolerance allows over 50% of your IRA to be invested in a tin mine in the DRC people listen when the koala says something actually concerns it or its skeptical of something"
X Link 2025-02-08T20:18Z 27K followers, 54.1K engagements
"Holy f---ing.Walt & Dale from the high ropes with one hell of an incredible Blue Creek update for Warrior Met Coal $HCC Economics done at $250/mt. But even at $190/mt PLV guiding to an incremental $429MM of free cash flow The koala is pleased.the good old boys are going to be in a good mood next week"
X Link 2025-02-21T22:07Z 27K followers, 38.4K engagements
"USA: well maybe we will exempt potash from the tariffs because we cant replace it domestically Canada: cool guess what we will put export tariffs on if you put import tariffs on any of our exports All those exports you cant replace USA: youre bluffing Canada: 🚨🚨 Agricultural product exemption from the trade war. Hey. I have a good idea. Instead of one by one exempting the major industries from this trade war Why dont you just not have a trade war at all https://t.co/W1BtCjTmrn 🚨🚨 Agricultural product exemption from the trade war. Hey. I have a good idea. Instead of one by one exempting"
X Link 2025-03-05T23:06Z 27K followers, 23.5K engagements
"When you actually take a step back and think about it most of fintwit and its best anon accounts are buyside/sellside mid level professionals hitting an artificial ceiling because seniors wont retire or pay fairlyput another way its the initial inner thoughts before Spartacus led a slave revolt But first you must get through the first [--] years of pruningyou got to love it to keep going And the only reason a Spartacus revolt hasnt actually happened is the golden handcuffs You can complain about being underpaidbut youve had no exposure to LPs such that you could raise your own fund without your"
X Link 2025-03-06T03:46Z 27K followers, 62.8K engagements
"Today is going to be one of those days the koala remembers years from now If the board decided this is what they had to do fair enough Have not spoken to the company yet The koala will still be holding the tin is still therethe AlphaMoon story continues $afm.v"
X Link 2025-03-13T13:23Z 27K followers, 21.7K engagements
"Uraniumsaying this as someone who bought $21.50/lb in the physical market in early [----] and was able to get a million pounds on without getting the spot price over $23/lb Where is the actual demand growth Where are the new reactors Look I get the koala hasnt been one with the uranium vibes since SPUT shows up in [----] but then again having spent 2017-2019 in physical side did not appreciate how delulu equity markets were even a decade post Fukushima Do the math with the marsupial guys Koala + Cameco bid it up $21-33 in the late 2010s Sprott finally figuring out to just buy UPC and market to"
X Link 2025-03-15T19:42Z 27K followers, 94.7K engagements
"Naturalized citizen seems to have forgotten the concept of a slippery slope Putting an American in El Salvadoran prison without convictionrevoking naturalized citizenship because reason tbd isnt a big leap from there some day They carved a symbol into the foreheads of the French girls that slept with German soldiers in the Vichy period as symbolic retribution its good to remember your party will not always be the majority Why should domestic terrorists NOT be sent to El Salvador Why should domestic terrorists NOT be sent to El Salvador"
X Link 2025-03-22T01:36Z 27K followers, 31.6K engagements
"Every new mine build in the USA just became 20-30% more expensive the koala reckons More than offsets any domestic premium for metal prices in the USA"
X Link 2025-04-02T22:00Z 27K followers, 35.1K engagements
"Lets get serious globalization has subsidized 50-100 million Americans living a life in the top decile of global existence It would only exist with capitalism The saddest partthose 50-100 million Americans have never said thank you even once Dont be Yertle the Turtle Maybe its just me but why is a stock market correction existential to the economy Kinda proves Trumps point that we overly financialized the economy Maybe its just me but why is a stock market correction existential to the economy Kinda proves Trumps point that we overly financialized the economy"
X Link 2025-04-09T04:04Z 27K followers, 16.7K engagements
"When $HCC meme stock to $200 Met coal is now a critical element/metal White House: Projects from Perpetua Resources Rio Tinto Hecla Mining Albemarle Warrior Met Coal and others to receive fast-track permitting. White House: Projects from Perpetua Resources Rio Tinto Hecla Mining Albemarle Warrior Met Coal and others to receive fast-track permitting"
X Link 2025-04-18T17:28Z 27K followers, 24.4K engagements
"Peter Navarro has been deported to El Salvador hasn't he *TRUMP ASKED IF HELL PLAY HARDBALL WITH CHINA SAYS NO *TRUMP ASKED IF HELL PLAY HARDBALL WITH CHINA SAYS NO"
X Link 2025-04-22T22:17Z 27K followers, 33.5K engagements
"Never in doubt This one (US Steel $X) is honestly even more emotionally/psychologically fulfilling than Patriot was The original fundamental $20 to the original bid The bidding war The merger arb saga Thank you Mrs Koala for putting up with this saga for the last [--] months. This is the picture from the sunset river cruise we were on in Cambodia when the deal originally hit the wires Thank you for going and getting those honey dueces for the koala when this deal ruined the date at Arthur Ashe where I had to go drop bear and triple down like the psychopath I occasionally am Congrats to the mgmt"
X Link 2025-05-23T19:53Z 27K followers, 34.7K engagements
"Junior mining CEO getting excited about a copper price in the USA behind a potential 50% tariff wallwhen his exploration project is in Chile Embarrassing #Copper price on COMEX is surging right now on the announcement of @realDonaldTrump's 50% tariff on Copper $CUPR.CN $CUPPF $CUPR https://t.co/ycguAjqT3u #Copper price on COMEX is surging right now on the announcement of @realDonaldTrump's 50% tariff on Copper $CUPR.CN $CUPPF $CUPR https://t.co/ycguAjqT3u"
X Link 2025-07-08T17:32Z 27K followers, 22.3K engagements
"Bonkers dealUS government is not messing around And the koala is pleased because: The only way a $110/kg NdPr floor works commercially outside defense applications is if you basically tariff or ban foreign magnets/oxides and that means a scrap magnet export ban is logical and recycling REE permanent magnets is a mission critical endeavour in the USA now What a deal by MP Materials: - 10-year offtake agreement with a massive $110/kg NdPr price floor - $400M equity injection from the DoD making it the largest shareholder - $1B+ in committed financing from JPMorgan & Goldman Sachs for a new 10X"
X Link 2025-07-10T10:47Z 27K followers, 28K engagements
"The koala doesnt always give quotes but when it does it makes them very clear From an article out this weekend on TNR Gold $TNR.V $TRRXF Whole thing worth a read but the verdict is apt Live now on the 'Stack. A Civic Holiday edition on all things $TNR.V. With @YellowLabLife and @TNR_Gold sniping at each other is there an investment case for the rest of us https://t.co/wjS92dzGdY Live now on the 'Stack. A Civic Holiday edition on all things $TNR.V. With @YellowLabLife and @TNR_Gold sniping at each other is there an investment case for the rest of us https://t.co/wjS92dzGdY"
X Link 2025-08-05T14:28Z 27K followers, [----] engagements
"Pretty sure if the Fed cut [---] bps we would see the long end blow through 5% without blinking and take mortgage rates with it Which means yield curve control Which means monetization/QE Picture a world where all foreign owned Treasury bonds must be bought by the Fed And a manic government uses taxation in various forms to arrest the inflation while in doing so nationalizing the economy such that it becomes like China Thats why the koala is studying Krugerrands"
X Link 2025-08-14T03:26Z 27K followers, 16.7K engagements
"For some light hearted fare took almost [--] years but the koala finally did it Went to the wrong airport for a flight"
X Link 2025-08-19T12:29Z 27K followers, 11.4K engagements
"After today the koala is convinced the current administration is going to be responsible for making the most millionaires of any administration to date in American history"
X Link 2025-08-22T18:49Z 27K followers, 20.6K engagements
"So @Citrini7 what's the best trade for the this upcoming surge of weddings sure to come after this TAYLOR SWIFT TRAVIS KELCE ENGAGED -POST ON INSTAGRAM TAYLOR SWIFT TRAVIS KELCE ENGAGED -POST ON INSTAGRAM"
X Link 2025-08-26T17:24Z 27K followers, 91.8K engagements
"You all keeping bidding $IAG to new [--] week highs the koala will keep buying calls just out of respect for the price action If Agnico Kinross Barrick or Lundin Gold go now not in a year the koala doesnt want any questions why it kept buying a stock that kept crushing GDX Bought some more IAMGOLD $IAG call options The strength today.even in the context of a strong gold macro tape It just feels like the right thing to do Bought some more IAMGOLD $IAG call options The strength today.even in the context of a strong gold macro tape It just feels like the right thing to do"
X Link 2025-08-29T18:45Z 27K followers, 18.1K engagements
"Ahead of closing tomorrow a huge congratulations to the entire Adriatic Metals $ADT.AX team Paul Cronin @croninpd the Founder who had the vision and built the team Michael Horner @michaelbhorner the conscripted CFO and deal maker thats landed the plane And the mysterious Pamplona @TraderPamplona who was basically the first outside investor to see how special Rupice was Now whats the next one going to be"
X Link 2025-09-02T21:18Z 27K followers, 14.3K engagements
"You all do realize that this company has gone through quite literally the worst case scenario for why investors wont own it in [----] right And yet it doesnt take much imagination come November to see AlphaMoon $AFM.V will pay more dividends in [----] than in any yr before Alphamin Resources Provides Q3 [----] Operational Update $AFM.V https://t.co/KpCFZRYH3w Alphamin Resources Provides Q3 [----] Operational Update $AFM.V https://t.co/KpCFZRYH3w"
X Link 2025-10-07T23:22Z 27K followers, 15.8K 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 2025-10-12T16:35Z 27K followers, [----] engagements
"The Koala has been saying like a broken record when it comes to uranium/nuclear "show me the western FID" The news today from Cameco $CCJ and the US govt around Westinghouse is a brilliant deal and a milestone (how the govt is doing deals while closed not sure) on the way Now let's see site locations and FID so that $80 billion goes into the ground Tim Gitzel and Grant Isaac are going to go into history as one of the best CEO/CFO teams in mining industry history given how they've navigated the situation since Fukushima but especially the past decade"
X Link 2025-10-28T15:39Z 27K followers, 26.7K engagements
"Tronox reports tonight with the call tomorrow morning The Koala is just saying. Better hear the three magic letters and a lot of talk about monazite We all agree that if someone has a legitimate REE angle to their corporate story it would be malpractice not to mention it on their earnings and conference call correct We all agree that if someone has a legitimate REE angle to their corporate story it would be malpractice not to mention it on their earnings and conference call correct"
X Link 2025-11-05T20:28Z 27K followers, [----] engagements
"This entire hour with Mick is more valuable than probably any hour of podcasts weve had in mining in [----] Mick McMullen treats mining like private equity. IRR over ego. Exit over empire. No romance for the rocks only returns. With eight exits under his belt the most recent being MAC Copper Limited we cover lots of territory in this conversation: What MAC tried to buy itself https://t.co/BymTWczxmd Mick McMullen treats mining like private equity. IRR over ego. Exit over empire. No romance for the rocks only returns. With eight exits under his belt the most recent being MAC Copper Limited we"
X Link 2025-11-09T01:47Z 27K followers, 24.7K engagements
"If you believe in the sustainability of the god stick in copper ask yourself why you havent listened to the Koala on this developer yet"
X Link 2026-01-29T14:55Z 27K followers, [----] engagements
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