[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @YellowLabLife Yellow Lab Life Capital Yellow Lab Life Capital posts on X about $aall, $teck, $glenl, $bhp the most. They currently have XXXXXX followers and 1779 posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1218604193025490949/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX -XXXX% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1218604193025490949/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +11% - X Year XXX +42% ### Followers: XXXXXX [#](/creator/twitter::1218604193025490949/followers)  - X Week XXXXXX +0.14% - X Month XXXXXX +0.45% - X Months XXXXXX +7% - X Year XXXXXX +16% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1218604193025490949/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [stocks](/list/stocks) [travel destinations](/list/travel-destinations) [currencies](/list/currencies) **Social topic influence** [$aall](/topic/$aall) #2, [$teck](/topic/$teck) #15, [$glenl](/topic/$glenl) #17, [$bhp](/topic/$bhp) #9, [$adtax](/topic/$adtax) #1, [$s32ax](/topic/$s32ax) #7, [if you](/topic/if-you), [canada](/topic/canada), [for all](/topic/for-all), [$hcc](/topic/$hcc) #1 **Top accounts mentioned or mentioned by** [@respeculator](/creator/undefined) [@travmoneyofmine](/creator/undefined) [@tuvidux](/creator/undefined) [@markikn](/creator/undefined) [@traderpamplona](/creator/undefined) [@arrakisglobal](/creator/undefined) [@jclarkson203](/creator/undefined) [@pythiar](/creator/undefined) [@agnostoxxx](/creator/undefined) [@horribledisgust](/creator/undefined) [@raisingthebar47](/creator/undefined) [@michaelbhorner](/creator/undefined) [@praisekek](/creator/undefined) [@moneyofminepod](/creator/undefined) [@leezybreezy1](/creator/undefined) [@inglouriouscap](/creator/undefined) [@coldmansax](/creator/undefined) [@healytrader](/creator/undefined) [@sustainabledud1](/creator/undefined) [@jbeck00](/creator/undefined) **Top assets mentioned** [Teck Resources Limited (TECK)](/topic/$teck) [BHP Group Limited (BHP)](/topic/$bhp) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Bitcoin Gold (BTG)](/topic/$btg) [Sigma Lithium Corporation Common Shares (SGML)](/topic/$sgml) [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [NovaGold Resources Inc. (NG)](/topic/$ng) [Kinross Gold Corporation (KGC)](/topic/$kgc) ### Top Social Posts Top posts by engagements in the last XX hours "No position in the eucalyptus tree but this recent initiation on Adriatic $adt.ax has a real zinger if you are a long suffering South32 $S32.ax shareholder or board member Considering Vares is BUILT the koala has to imagine every South32 shareholder wondering why FID Hermosa when XX% cash premium would probably get them Adriatic XX% premium would be a$6.20/sh Thats a$1.9bn or us$1.2bn Using Hermosa price deck NAV is A$7.80/sh 308mm shares So a$1.60 * XXX is a$500mm (us$350mm) of discount to NAV Or spend $2.1bn and multiple years (probably some construction capex inflation risk too) chasing" [X Link](https://x.com/YellowLabLife/status/1778428638645404130) 2024-04-11T14:23Z 26.3K followers, 14.6K engagements "Probably not a buy today (old pod monkey thought) but the koala has seen this script in other iterations enough times to say if market panic sell B2Gold $BTG to mark Fekola to zero.that's a gift It's 500km Bamako to Fekola" [X Link](https://x.com/YellowLabLife/status/1984310893627277758) 2025-10-31T17:25Z 26.3K followers, 7790 engagements "Fully recognize this is a very bold call to sort of say no deal But this is the spark that catalyzes things at the majors" [X Link](https://x.com/YellowLabLife/status/1965195014595838049) 2025-09-08T23:26Z 26.3K followers, 45.4K engagements "Based on some strategic offsite discussions tonight its sort of crazy to realize moving Anglo Teck $AAL.L $TECK headquarters from Canada consequences be damned to the USA to become S&P XXX eligible with a USA re-domicile is crazy accretive And employees can live in a more affordable city with direct flights to Santiago To borrow from @inglouriouscap a snapshot of the situation post an activist campaign once deal closed *ottawa 2030* Uhsir they left PM: What about Trail Said we can have it including liabilities PM: Highland Valley Didnt even lock the gate PM: But we had a deal They gave up" [X Link](https://x.com/YellowLabLife/status/1973212182234992926) 2025-10-01T02:23Z 26.3K followers, 24.7K engagements "Someone remind the Koala in a couple days to write a list of questions for all the class B $TECK shareholders going on the QB2 site visit next week and of course all the Anglo American $AAL.L shareholders too" [X Link](https://x.com/YellowLabLife/status/1983700591357653336) 2025-10-30T01:00Z 26.3K followers, 12.1K engagements "If no sales person works this gif into their morning email regarding this $BHP approach of Anglo $AAL.L the koala will be sorely disappointed" [X Link](https://x.com/YellowLabLife/status/1992734165884944891) 2025-11-23T23:17Z 26.3K followers, 7304 engagements "At a certain point you just got to laugh at the insiders buying/selling at Sigma Lithium $SGML Where is that restart plan Or 4Q guidance (still amazed we got 1Q guide but no 4Q guide) Like buying X weeks after the qtr closed and X & X weeks before the earnings release.either this board is totally checked out or we are going to have a good laugh when this ends how it seems like it is PS - been joking offline Ana owes Ganfeng a nice case of wine but of course she hasn't hit the window yet" [X Link](https://x.com/YellowLabLife/status/1993327984241967298) 2025-11-25T14:36Z 26.3K followers, 4269 engagements "Just eyeballing it Adriatic $adt.ax is what A$1bn market cap A$1.3bn enterprise value So call it US$1bn The koala thinks Graham Kerr and the South32 $S32.AX board should be asked why spending US$2 billion to build Hermosa Taylor is a better use of capital than putting a XX% premium in front of Paul Cronin using S32 paper or even using cash If we normalize this absurd zinc price assumption the EBITDA/FCF of Vares versus Taylor are in a similar zip code" [X Link](https://x.com/YellowLabLife/status/1758124863489749286) 2024-02-15T13:43Z 26.3K followers, 15.6K engagements "Thinking back on the last XXX days or so Ivan Glasenberg bought Glencore $GLEN $GLEN.L shares in early April for US$3/share for the first time since the September 2015 equity raise He is up XX% in XXX days Not bad for a retired commodities trader" [X Link](https://x.com/YellowLabLife/status/1943678790770520274) 2025-07-11T14:28Z 26.3K followers, 9433 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 26.3K followers, 7722 engagements "Now that the marker is set the koala hasnt had its eucalyptus tea yet in Beaver Creek but thats no excuse for some leaves off the tree The logical interloper Glencore $GLEN.L / BHP $BHP joint bid for Anglo $AAL.L Glencore pays cash for iron ore & coal BHP shares for Anglo Copper On the Teck side Agnico $AEM come on down for your Canadian champion deal with Teck $TECK The break fee here is only $XXX million. Thats nothing in the scope of this deal both are basically inviting interlopers" [X Link](https://x.com/YellowLabLife/status/1965377778565701711) 2025-09-09T11:32Z 26.3K followers, 19K engagements "Probably just feeling the urge to trade in the eucalyptus tree but the Koala has bought some Ivanhoe Mines $IVN.TO for first time in a long time It's well socialized the 2026/27 guide is coming but more then that what else can you buy of large cap size that's pure play Teck = QB2 risk + deal First Quantum = Panama Lundin (own it) = Vicuna (if QB2 burned you do you go back to the high Andes) Freeport = monitoring Grasberg situation If the guide clean it becomes natural hiding spot for copper bulls Also bought one other copper name" [X Link](https://x.com/YellowLabLife/status/1967675035012767992) 2025-09-15T19:41Z 26.3K followers, 12.7K engagements "A few scattered thoughts on Barrick $B right now TLDR is Barrick Copper - First Quantum $FM.TO should merge 1) Reko Diq was Mark's baby unclear what the driving motivation will be to keep pushing great project but "unique" zip code 2) The copper business can go / non-core Who is brilliant at both building project and operates in Zambia 1/n" [X Link](https://x.com/YellowLabLife/status/1974145392762564965) 2025-10-03T16:11Z 26.3K followers, 21.1K engagements "Hey Monica from NovaGold $NG here you go" [X Link](https://x.com/YellowLabLife/status/1976412084478067029) 2025-10-09T22:18Z 26.3K followers, 7687 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 26.3K followers, 8562 engagements "Everyone on the $TECK Resources enjoy QB2 on Tuesday and the presentation on Monday for those that are not enjoy the webcast It's time for the questions and what matters: By category: QB2 Tailings QB2/Collahuasi joint venture The merits of the corporate synergies QB2 as a standalone operation 1/n" [X Link](https://x.com/YellowLabLife/status/1985167555342881026) 2025-11-03T02:10Z 26.3K followers, 8410 engagements "Just saying the quiet part out loud it's sort of amazing Kinross $KGC doesn't just tender for these at US$2.50/CVR versus the intrinsic $3.34/CVR using the Kinross shares they are buying back every day CVR holders would/should get tax roll over relief Kinross gets to buyback 6.4MM shares at a XX% discount to market" [X Link](https://x.com/YellowLabLife/status/1987937815108210878) 2025-11-10T17:38Z 26.3K followers, 8447 engagements "Wanted to sleep on this before replying Think the Koala has made no secret of its views if there weren't any soft issues involved Glencore + Vale would be an amazing combination But will Brasilia accept a non-Brazilian CEO Even though it's a private company there is some emotional considerations. Could you do a merger of Glencore Metals & Vale BM into a NewCo leaving Vale Iron Solutions & GlenCOAL for their respective shareholders Sounds like an i-banking / tax lawyer / M&A lawyer dream deal Perhaps we could start with just doing "Project Obvious" in Sudbury if there are any synergies left to" [X Link](https://x.com/YellowLabLife/status/1988598241978376491) 2025-11-12T13:22Z 26.3K followers, 8772 engagements "To whomever in Ottawa reads the eucalyptus leaves off the tree hello If $Teck was actually a Canadian company with material valuable assets in country the concerns wouldnt be concerns. The fact its more a Chilean American or Peruvian company is why you are concerned" [X Link](https://x.com/YellowLabLife/status/1990861959403610405) 2025-11-18T19:17Z 26.3K followers, 8705 engagements "BHP showing discipline it seems and probably wanted a chance to do some DD (shades of Oz Minerals) but Anglo wasnt ready to break the Teck deal for a DD contingent offer Shame we may never know the economic proposal Anglo knocked back" [X Link](https://x.com/YellowLabLife/status/1992721572852117944) 2025-11-23T22:27Z 26.3K followers, 4800 engagements "In all seriousness the Anglo $AAL.L $NGLOY board and mgmt are going to have to answer for this if Glencore $GLEN.L says they prefer Line X over a QB2 joint venture or not convinced which is superior at the December CMD The current Anglo share price assumes the QB/Collahuasi joint venture actually happens you ever negotiated with Glencore when they have leverage and after GlenTeck 2023 it might be a little personal Line X v JV economics will be a fun debate in markets next XX months especially if QB2 missed guidance even one more time $BHP clearly putting a marker out with a number above the" [X Link](https://x.com/YellowLabLife/status/1993121728730468535) 2025-11-25T00:57Z 26.3K followers, 5074 engagements "Nick Popovic joining the board A westerner who the koala would feel comfortable jokingly calling Mr Kazakhstan given his Kazzinc history while at Glencore Very exciting" [X Link](https://x.com/YellowLabLife/status/1993676642003423590) 2025-11-26T13:42Z 26.3K followers, 7857 engagements "How in the world did the Anglo American $AAL.L board with a straight face knock back GBP XX / share in mostly stock when they were trading 27-28 with effectively the POTENTIAL QB2-Collahuasi JV synergies priced into the stock already $BHP begging Elliott to have sharp elbows" [X Link](https://x.com/YellowLabLife/status/1995472017387122710) 2025-12-01T12:36Z 26.3K followers, 7002 engagements "You want copper growth At lower capital intensity than the BHP bid for Anglo Diversified across multiple jurisdictions XXX kt CuEq growth next XX years.that is self funded by the copper business cash flows. 1/2" [X Link](https://x.com/YellowLabLife/status/1996209230106472950) 2025-12-03T13:25Z 26.3K followers, 5831 engagements "This is the price deck Glencore used to make that self-funding claim It.doesn't seem crazy 2/2" [X Link](https://x.com/YellowLabLife/status/1996209234888028376) 2025-12-03T13:25Z 26.3K followers, 2597 engagements "A mentor confidant and trusted peer asked the koala this week so what happens after warrior $hcc delivers the capital return framework and its a triple digit stock Koala: Whitehaven $whc.ax in so many many uncomfortable ways Whitehaven. If smart theyd even merge" [X Link](https://x.com/YellowLabLife/status/1997081687184818255) 2025-12-05T23:12Z 26.3K followers, 9632 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@YellowLabLife Yellow Lab Life Capital
Yellow Lab Life Capital posts on X about $aall, $teck, $glenl, $bhp the most. They currently have XXXXXX followers and 1779 posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX -XXXX%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +11%
- X Year XXX +42%
Followers: XXXXXX #
- X Week XXXXXX +0.14%
- X Month XXXXXX +0.45%
- X Months XXXXXX +7%
- X Year XXXXXX +16%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance countries stocks travel destinations currencies
Social topic influence $aall #2, $teck #15, $glenl #17, $bhp #9, $adtax #1, $s32ax #7, if you, canada, for all, $hcc #1
Top accounts mentioned or mentioned by @respeculator @travmoneyofmine @tuvidux @markikn @traderpamplona @arrakisglobal @jclarkson203 @pythiar @agnostoxxx @horribledisgust @raisingthebar47 @michaelbhorner @praisekek @moneyofminepod @leezybreezy1 @inglouriouscap @coldmansax @healytrader @sustainabledud1 @jbeck00
Top assets mentioned Teck Resources Limited (TECK) BHP Group Limited (BHP) Warrior Met Coal, Inc. (HCC) Bitcoin Gold (BTG) Sigma Lithium Corporation Common Shares (SGML) Agnico Eagle Mines Ltd. (AEM) NovaGold Resources Inc. (NG) Kinross Gold Corporation (KGC)
Top Social Posts
Top posts by engagements in the last XX hours
"No position in the eucalyptus tree but this recent initiation on Adriatic $adt.ax has a real zinger if you are a long suffering South32 $S32.ax shareholder or board member Considering Vares is BUILT the koala has to imagine every South32 shareholder wondering why FID Hermosa when XX% cash premium would probably get them Adriatic XX% premium would be a$6.20/sh Thats a$1.9bn or us$1.2bn Using Hermosa price deck NAV is A$7.80/sh 308mm shares So a$1.60 * XXX is a$500mm (us$350mm) of discount to NAV Or spend $2.1bn and multiple years (probably some construction capex inflation risk too) chasing"
X Link 2024-04-11T14:23Z 26.3K followers, 14.6K engagements
"Probably not a buy today (old pod monkey thought) but the koala has seen this script in other iterations enough times to say if market panic sell B2Gold $BTG to mark Fekola to zero.that's a gift It's 500km Bamako to Fekola"
X Link 2025-10-31T17:25Z 26.3K followers, 7790 engagements
"Fully recognize this is a very bold call to sort of say no deal But this is the spark that catalyzes things at the majors"
X Link 2025-09-08T23:26Z 26.3K followers, 45.4K engagements
"Based on some strategic offsite discussions tonight its sort of crazy to realize moving Anglo Teck $AAL.L $TECK headquarters from Canada consequences be damned to the USA to become S&P XXX eligible with a USA re-domicile is crazy accretive And employees can live in a more affordable city with direct flights to Santiago To borrow from @inglouriouscap a snapshot of the situation post an activist campaign once deal closed ottawa 2030 Uhsir they left PM: What about Trail Said we can have it including liabilities PM: Highland Valley Didnt even lock the gate PM: But we had a deal They gave up"
X Link 2025-10-01T02:23Z 26.3K followers, 24.7K engagements
"Someone remind the Koala in a couple days to write a list of questions for all the class B $TECK shareholders going on the QB2 site visit next week and of course all the Anglo American $AAL.L shareholders too"
X Link 2025-10-30T01:00Z 26.3K followers, 12.1K engagements
"If no sales person works this gif into their morning email regarding this $BHP approach of Anglo $AAL.L the koala will be sorely disappointed"
X Link 2025-11-23T23:17Z 26.3K followers, 7304 engagements
"At a certain point you just got to laugh at the insiders buying/selling at Sigma Lithium $SGML Where is that restart plan Or 4Q guidance (still amazed we got 1Q guide but no 4Q guide) Like buying X weeks after the qtr closed and X & X weeks before the earnings release.either this board is totally checked out or we are going to have a good laugh when this ends how it seems like it is PS - been joking offline Ana owes Ganfeng a nice case of wine but of course she hasn't hit the window yet"
X Link 2025-11-25T14:36Z 26.3K followers, 4269 engagements
"Just eyeballing it Adriatic $adt.ax is what A$1bn market cap A$1.3bn enterprise value So call it US$1bn The koala thinks Graham Kerr and the South32 $S32.AX board should be asked why spending US$2 billion to build Hermosa Taylor is a better use of capital than putting a XX% premium in front of Paul Cronin using S32 paper or even using cash If we normalize this absurd zinc price assumption the EBITDA/FCF of Vares versus Taylor are in a similar zip code"
X Link 2024-02-15T13:43Z 26.3K followers, 15.6K engagements
"Thinking back on the last XXX days or so Ivan Glasenberg bought Glencore $GLEN $GLEN.L shares in early April for US$3/share for the first time since the September 2015 equity raise He is up XX% in XXX days Not bad for a retired commodities trader"
X Link 2025-07-11T14:28Z 26.3K followers, 9433 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 26.3K followers, 7722 engagements
"Now that the marker is set the koala hasnt had its eucalyptus tea yet in Beaver Creek but thats no excuse for some leaves off the tree The logical interloper Glencore $GLEN.L / BHP $BHP joint bid for Anglo $AAL.L Glencore pays cash for iron ore & coal BHP shares for Anglo Copper On the Teck side Agnico $AEM come on down for your Canadian champion deal with Teck $TECK The break fee here is only $XXX million. Thats nothing in the scope of this deal both are basically inviting interlopers"
X Link 2025-09-09T11:32Z 26.3K followers, 19K engagements
"Probably just feeling the urge to trade in the eucalyptus tree but the Koala has bought some Ivanhoe Mines $IVN.TO for first time in a long time It's well socialized the 2026/27 guide is coming but more then that what else can you buy of large cap size that's pure play Teck = QB2 risk + deal First Quantum = Panama Lundin (own it) = Vicuna (if QB2 burned you do you go back to the high Andes) Freeport = monitoring Grasberg situation If the guide clean it becomes natural hiding spot for copper bulls Also bought one other copper name"
X Link 2025-09-15T19:41Z 26.3K followers, 12.7K engagements
"A few scattered thoughts on Barrick $B right now TLDR is Barrick Copper - First Quantum $FM.TO should merge 1) Reko Diq was Mark's baby unclear what the driving motivation will be to keep pushing great project but "unique" zip code 2) The copper business can go / non-core Who is brilliant at both building project and operates in Zambia 1/n"
X Link 2025-10-03T16:11Z 26.3K followers, 21.1K engagements
"Hey Monica from NovaGold $NG here you go"
X Link 2025-10-09T22:18Z 26.3K followers, 7687 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 26.3K followers, 8562 engagements
"Everyone on the $TECK Resources enjoy QB2 on Tuesday and the presentation on Monday for those that are not enjoy the webcast It's time for the questions and what matters: By category: QB2 Tailings QB2/Collahuasi joint venture The merits of the corporate synergies QB2 as a standalone operation 1/n"
X Link 2025-11-03T02:10Z 26.3K followers, 8410 engagements
"Just saying the quiet part out loud it's sort of amazing Kinross $KGC doesn't just tender for these at US$2.50/CVR versus the intrinsic $3.34/CVR using the Kinross shares they are buying back every day CVR holders would/should get tax roll over relief Kinross gets to buyback 6.4MM shares at a XX% discount to market"
X Link 2025-11-10T17:38Z 26.3K followers, 8447 engagements
"Wanted to sleep on this before replying Think the Koala has made no secret of its views if there weren't any soft issues involved Glencore + Vale would be an amazing combination But will Brasilia accept a non-Brazilian CEO Even though it's a private company there is some emotional considerations. Could you do a merger of Glencore Metals & Vale BM into a NewCo leaving Vale Iron Solutions & GlenCOAL for their respective shareholders Sounds like an i-banking / tax lawyer / M&A lawyer dream deal Perhaps we could start with just doing "Project Obvious" in Sudbury if there are any synergies left to"
X Link 2025-11-12T13:22Z 26.3K followers, 8772 engagements
"To whomever in Ottawa reads the eucalyptus leaves off the tree hello If $Teck was actually a Canadian company with material valuable assets in country the concerns wouldnt be concerns. The fact its more a Chilean American or Peruvian company is why you are concerned"
X Link 2025-11-18T19:17Z 26.3K followers, 8705 engagements
"BHP showing discipline it seems and probably wanted a chance to do some DD (shades of Oz Minerals) but Anglo wasnt ready to break the Teck deal for a DD contingent offer Shame we may never know the economic proposal Anglo knocked back"
X Link 2025-11-23T22:27Z 26.3K followers, 4800 engagements
"In all seriousness the Anglo $AAL.L $NGLOY board and mgmt are going to have to answer for this if Glencore $GLEN.L says they prefer Line X over a QB2 joint venture or not convinced which is superior at the December CMD The current Anglo share price assumes the QB/Collahuasi joint venture actually happens you ever negotiated with Glencore when they have leverage and after GlenTeck 2023 it might be a little personal Line X v JV economics will be a fun debate in markets next XX months especially if QB2 missed guidance even one more time $BHP clearly putting a marker out with a number above the"
X Link 2025-11-25T00:57Z 26.3K followers, 5074 engagements
"Nick Popovic joining the board A westerner who the koala would feel comfortable jokingly calling Mr Kazakhstan given his Kazzinc history while at Glencore Very exciting"
X Link 2025-11-26T13:42Z 26.3K followers, 7857 engagements
"How in the world did the Anglo American $AAL.L board with a straight face knock back GBP XX / share in mostly stock when they were trading 27-28 with effectively the POTENTIAL QB2-Collahuasi JV synergies priced into the stock already $BHP begging Elliott to have sharp elbows"
X Link 2025-12-01T12:36Z 26.3K followers, 7002 engagements
"You want copper growth At lower capital intensity than the BHP bid for Anglo Diversified across multiple jurisdictions XXX kt CuEq growth next XX years.that is self funded by the copper business cash flows. 1/2"
X Link 2025-12-03T13:25Z 26.3K followers, 5831 engagements
"This is the price deck Glencore used to make that self-funding claim It.doesn't seem crazy 2/2"
X Link 2025-12-03T13:25Z 26.3K followers, 2597 engagements
"A mentor confidant and trusted peer asked the koala this week so what happens after warrior $hcc delivers the capital return framework and its a triple digit stock Koala: Whitehaven $whc.ax in so many many uncomfortable ways Whitehaven. If smart theyd even merge"
X Link 2025-12-05T23:12Z 26.3K followers, 9632 engagements