[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 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1218604193025490949.png) @YellowLabLife Yellow Lab Life Capital

Yellow Lab Life Capital posts on X about $glenl, $mp, $glen, cash flow the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1218604193025490949/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1218604193025490949/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +69%
- X Months XXXXXXXXX +7%
- X Year XXXXXXXXX -XXXX%

### Mentions: XX [#](/creator/twitter::1218604193025490949/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1218604193025490949/c:line/m:posts_active.svg)

- X Month XXX +36%
- X Months XXX +31%
- X Year XXX +66%

### Followers: XXXXXX [#](/creator/twitter::1218604193025490949/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1218604193025490949/c:line/m:followers.svg)

- X Week XXXXXX +0.30%
- X Month XXXXXX +1.20%
- X Months XXXXXX +8.20%
- X Year XXXXXX +17%

### CreatorRank: XXXXXXX [#](/creator/twitter::1218604193025490949/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1218604193025490949/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1218604193025490949/influence)
---

**Social category influence**
[finance](/list/finance)  XXXXX% [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [stocks](/list/stocks)  XXXX% [formula 1](/list/formula-1)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[$glenl](/topic/$glenl) 5.05%, [$mp](/topic/$mp) #18, [$glen](/topic/$glen) 3.03%, [cash flow](/topic/cash-flow) 2.02%, [all the](/topic/all-the) 2.02%, [trader](/topic/trader) 2.02%, [$metc](/topic/$metc) #1, [$hcc](/topic/$hcc) 2.02%, [rio](/topic/rio) 2.02%, [cadillac](/topic/cadillac) XXXX%

**Top accounts mentioned or mentioned by**
[@praisekek](/creator/undefined) [@reecycleinc](/creator/undefined) [@hankruehl](/creator/undefined) [@horribledisgust](/creator/undefined) [@evancranston](/creator/undefined) [@mfwarder](/creator/undefined) [@spaghettio666](/creator/undefined) [@tomwoolrych](/creator/undefined) [@k311126](/creator/undefined) [@respeculator](/creator/undefined) [@pallasresources](/creator/undefined) [@the_evil_trader](/creator/undefined) [@businesscandle](/creator/undefined) [@sultanameerali](/creator/undefined) [@duedillengence](/creator/undefined) [@nesjamag](/creator/undefined) [@blackjack155361](/creator/undefined) [@tradedollarnut](/creator/undefined) [@fimpen999](/creator/undefined) [@bahagbeard](/creator/undefined)

**Top assets mentioned**
[MP Materials Corp. (MP)](/topic/$mp) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Hudbay Minerals Inc. (HBM)](/topic/$hbm) [BTU Protocol (BTU)](/topic/$btu) [Realio Network (RIO)](/topic/$rio) [Royal Gold Inc (RGLD)](/topic/$rgld) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Iagon (IAG)](/topic/$iag) [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [Apple, Inc. (AAPL)](/topic/$aapl)
### Top Social Posts [#](/creator/twitter::1218604193025490949/posts)
---
Top posts by engagements in the last XX hours

"Lundin Mining $LUN.T $LUNMF guiding to $500mm free cash flow after growth capex in 2025 and $X billion of funding capacity (assuming XXX net debt / EBITDA) which means *cough cough* Vicua can be funded off the balance sheet Feel sort of embarrassed the koala isnt very long this name It has that Blue Creek / Big River set up the growth is outside most institutional time horizons and its also well within the capital capacity of the existing entity In a world where First Quantum is a single issue name (Panama) Tecks pipeline of internal opportunities not very exciting pretty clear this is the"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1935349884623655148) 2025-06-18 14:52:24 UTC 24.9K followers, 11.6K engagements


"Did not include the actual voting results which is required under Canadian securities law Mgmt didn't disclose the Jan 2024 results in a timely manner either.went back and check SEDAR post Jan XX 2024 news release next filing was Feb XX 2024 news release Mgmt and Board of TNR Gold $TNR.V $TRRXF are not going to have a choice this time rules are rules and the new shareholders will hold them to it We will see eventually just how "overwhelming" the support really is. If it was so impressive wouldn't the rational thing have been to scare the Koala with the numbers And that aside: The executive"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1937626142015447155) 2025-06-24 21:37:26 UTC 24.9K followers, 20.2K engagements


"And that just about destroys the economics of the proposed Hyundai steel mill in Louisiana that was going to use DRI grade pellets originating fromguess probably where"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1943043939893977562) 2025-07-09 20:25:49 UTC 24.9K followers, 29.5K engagements


"This pleases the koala as an OceanaGold Philippines shareholder"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1939299085816594457) 2025-06-29 12:25:07 UTC 25K followers, 6990 engagements


"With all the love to Robert. Santa Cruz won't produce first cathode until after the Trump administration Copper World cathode is not happening until Year X. But considering both are producing cathode outside the Trump administration window. Why is Ivanhoe Electric $IE roofing and Hudbay $HBM not"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1943344891830100024) 2025-07-10 16:21:42 UTC 25K followers, 6546 engagements


"Normally not a day trader but every branch in the eucalyptus tree thinks $MP Materials is going through $XX and keeps going here While factually a XX year deal this "feels" like a forever deal What do defense companies trade at 14-15x EBITDA. XX * XXX = $XX billion Layer on some scarcity value plus GAG/meme factors"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1943306165577752733) 2025-07-10 13:47:49 UTC 24.9K followers, 12.6K engagements


"In all seriousness if Randy at Ramaco $METC doesn't raise equity right here right now like MP Materials is doing.it'll be remembered as one of the biggest missed opportunities"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1945587159211151861) 2025-07-16 20:51:40 UTC 25K followers, 5341 engagements


"Ahead of the koalas kickoff dinner tonight a few thoughts going into the conference as the industry looks to 2025 The biggest question: why doesnt the sector trade at double the current multiple If we are a growth industry we should insist on a growth multiple First off when will this copper cycle we (to use the words of Tom Solomon of Pala) been promised is 2-3 years away since our careers began in the early 2010s 1/n"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1893710906887917614) 2025-02-23 17:13:58 UTC 24.9K followers, 30.6K engagements


"As a general rule of thumb for the koala observing Robert for the last 13-15 years if he goes to meet the President of the country.he is probably pretty serious about the opportunity there"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1927786538185666958) 2025-05-28 17:58:21 UTC 24.9K followers, 6313 engagements


"If you already have XX months burn in liquidity including mortgage costs Wouldnt you illustratively just buy a XX year treasury at X% and just chill with the spread Rates go back to ZIRP you sell the bond and pocket the capital appreciation (separate topic what you do with it) Rates go higher you dont care as long as the coupons more than cover the mortgage payment"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1941630584997949578) 2025-07-05 22:49:39 UTC 24.9K followers, 1451 engagements


"Fair question.at current spot and contract book (which as a big Warrior $HCC long the koala obviously doesn't think realistic or sustainable at these low prices) Looks like EBITDA - Capex will be marginally positive this year Very rough guess on back of the envelope math.perhaps $500-600 million"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1940064069639188488) 2025-07-01 15:04:53 UTC 24.9K followers, XXX engagements


"Sold all Peabody $BTU in the eucalyptus tree and bought more Warrior $HCC and for the first time in years more Glencore $GLEN.L More the koala pondered on that conference call the more it kicks itself for not putting the dots together this morning that the guide was way too aggressive and acting swiftly It'll work out fine but this deal implies Blue Creek is worth just an absurd amount of $$ so in Walt & Dale we trust"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1861125346990469550) 2024-11-25 19:10:35 UTC 24.9K followers, 15.5K engagements


"Anyone else look at this and think "maybe we should buy Komatsu $6301.T stock""  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1907884980509806918) 2025-04-03 19:56:40 UTC 24.9K followers, 3491 engagements


"Just eyeballing this comparison two layman observations without getting into all the technical details: 1) REEcycle uses a hydrogen based process to breakdown the scrap magnets into powders at the front end of the flow sheet (no idea if HyProMag is better at it than REEcycle maybe the Koala needs to call Julian for a chat) 2) If you stop at turning magnets back into magnet powder you are committing to the same magnet chemistry in the "new" magnet There may be circumstances where point X is irrelevant but the optionality to adjust the chemistry matters as material science innovates same way"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1945463625050620111) 2025-07-16 12:40:47 UTC 25K followers, 6613 engagements


"The koala says read between the lines on this Reuters article GlenTinto $GLEN $GLEN.L $RIO $RIO.AX is back on the table and the Rio board wants to seriously explore it The key will be doing so without any leaks so the koala suspects this becomes a Dominic Barton - Gary Nagle level discussion with VERY tight circles involved almost exclusively of advisors Ironically great case for investment bankers to justify fees because they are incentivized to NOT see a dialogue or preliminary proposal leak ruin their fee opportunity versus internal candidates for Rio Tinto CEO who are incentivized to not"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1927741638341971980) 2025-05-28 14:59:56 UTC 25K followers, 11.1K engagements


"The lament of Gary Nagle at Glencore $glen $glen.l I am a believer the rest of the western world and capital markets are wrong about coal (long onlys looking for inflows do not like for explaining coal not satan is blasphemous heresy) And youll see Im right in 1-2 years so not for this bonus cycle (pod monkeys angry for they must eat now or they shall perish) Because you all dont appreciate I have to make capital allocation decisions on the spot opportunistically when presented with them and will not truly receive a report card for 5-10 years because its more like my CEO tenure is basically"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1894849460020150502) 2025-02-26 20:38:10 UTC 25K followers, 13.5K engagements


"Royalty consolidation continues and accelerates"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1942190535684280397) 2025-07-07 11:54:42 UTC 24.9K followers, 7774 engagements


"Definitely needed one more cup of coffee this morning before that Freeport $fcx and Glencore $glen.l tweet Backing out the half of grasberg they dont own and yikes yea the free cash flow yield isnt nearly as juicy as the headline high single digits"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1908619340444033130) 2025-04-05 20:34:45 UTC 25K followers, 5845 engagements


"Not going to put firm numbers on it but lets put it this way pretty clear its $10-12 billion over the next decade to get 600-800kt of cueq production 100mmtpa (275ktpd) XXX% cueq XX% recoveries 880kt cueq 6bn tonnes XX yrs at filo de sol alone based on CURRENT resource Current vals on tier X copper assets with infinite life is $40-50k/t produced Lets call it 600kt to be conservative and presume its a staged expansion plan Thats $24-30 billion value So spend $10-12 billion to get there Lundin has XX% Its less about NAV today and more the fact if they have a real world class growth project with"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1919203137774067972) 2025-05-05 01:30:59 UTC 24.9K followers, 30.4K engagements


"Worth just pointing out while its XX% of the revenue (in fact NdPr + Dy + Tb is XX% of total revenue) at Brooks Ramaco $METC used a NdPr price assumption $20/kg ABOVE the price floor DoD gave $MP Materials Even if govt gives the $$ to build it the mine won't be profitable unless some insane scandium price floor is available exclusively to Ramaco How does the government do that when Rio Tinto & Sunrise (chair Robert Friedland) would sell Five Eyes origin quantities for $2000/kg all day to a US government stockpile Doesn't matter right now in meme-land but worth bearing in mind it will"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1945577503688429964) 2025-07-16 20:13:18 UTC 25K followers, 5574 engagements


"Very compelling well researched piece from Sherwood on rare earths in the USA/western world Including this on REEcycle @ReecycleInc where the koala is an investor Also probably interesting for MP Materials $MP Lynas $LYC.AX and USA Rare Earth $USAR shareholders 1/2"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1916898742256517409) 2025-04-28 16:54:09 UTC 24.9K followers, 4287 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"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1943678790770520274) 2025-07-11 14:28:30 UTC 25K followers, 8508 engagements


"The Koala checked the last @ReecycleInc news release and investor presentation The company has already bought a hydrogen decrepitation furnace for the commercial scale plant"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1945846979851940019) 2025-07-17 14:04:06 UTC 25K followers, 2603 engagements


"If we are going to start talking gold M&A in Canada when does someone step up and take IAMGOLD $IAG out Building Cote nearly killed the company but it now is built Even if you put zero on Essakane surely someone else takes Westwood off your hands The koala wonders"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1945151540345418063) 2025-07-15 16:00:41 UTC 25K followers, 5371 engagements


"So does every Agnico Eagle $AEM strategic opportunities board session consist of this slide and a bilingual hockey fight over which one they buy next"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1945605119715811712) 2025-07-16 22:03:02 UTC 25K followers, 4490 engagements


"Theres a game in XX or XX at Gillette the koala was in the upper deck and the whooping was so bad the Pats fans took pity on us by halftime"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1944208305544401327) 2025-07-13 01:32:36 UTC 24.9K followers, 8064 engagements


"Sort of surprised to see Zhou Guanyu getting all this rumored attention for Cadillac when clearly if they are going for name recognition & sponsorship the right person to pair with Checo is Mick Schumacher"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1917273116021240120) 2025-04-29 17:41:46 UTC 25K followers, 9302 engagements


"This is a big deal for the western renaissance of a REE supply chain independent of China. Apple $AAPL and @MPMaterials working together on recycling magnets When the Koala invested in REEcycle ( @ReecycleInc ) in 4Q 2024 a few majors factors drove the decision to get back into rare earths but the most relevant today is #4: 1) The management team Mick McMullen the largest shareholder and Chairman has made the Koala many before many many times 2) The economics the price floor of $110/kg NdPr that $MP Materials received last week makes this less relevant but recycling magnets like an EAF in"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1945107662963617869) 2025-07-15 13:06:19 UTC 25K followers, 10.9K engagements


"Very exciting news release from @PallasResources Something tells the koala the maiden Sarybastu drilling will have Tom Woolrych @tom_woolrych excited But also those are some real meters being drilled and funded by Ivanhoe Mines and First Quantum"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1909992879713374345) 2025-04-09 15:32:43 UTC 25K followers, 6434 engagements


"Go back to post Liberation Daylike a day or two after the koala sold its Taseko $tgb (since bought half of it back before this unpredicted madness)said I felt sick then now I feel like going for an evening swim in the Charles and drinking some of the water Unrealif Florence works Taseko flies If this policy survived the current administration IE ASCU HBM work HBM hasnt reacted yet only reason its above ASCU in preference list And hats off to waterton who will print on their cathode at Mineral Park Now here is the puzzledoes this tariff save Lisbon Valley or not Would proffer to mintwit if it"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1943473052471431679) 2025-07-11 00:50:58 UTC 24.9K followers, 6498 engagements


"Looks like its going this way with Bottas going to Alpine or something similar Feel for Zhou if the USA wasn't de-coupling so hard from China his commercial appeal would have been mega but no one in China is buying a Cadillac and no one in the USA is buying a Chinese brand car"  
![@YellowLabLife Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1218604193025490949.png) [@YellowLabLife](/creator/x/YellowLabLife) on [X](/post/tweet/1944737605079253394) 2025-07-14 12:35:51 UTC 24.9K followers, 5720 engagements