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![YellowLabLife Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1218604193025490949.png) Yellow Lab Life Capital [@YellowLabLife](/creator/twitter/YellowLabLife) on x 24.9K followers
Created: 2025-06-18 14:52:24 UTC

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* Vicuña can be funded off the balance sheet 

Feel sort of embarrassed the koala isn’t very long this name

It has that Blue Creek / Big River set up the growth is outside most institutional time horizons and it’s also well within the capital capacity of the existing entity

In a world where First Quantum is a single issue name (Panama), Teck’s pipeline of internal opportunities not very exciting, pretty clear this is the one to own among bigger pure play producers

![](https://pbs.twimg.com/media/Gtu-dgkWMAAWv0V.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1935349884623655148/c:line.svg)

**Related Topics**
[balance sheet](/topic/balance-sheet)
[vicua](/topic/vicua)
[debt](/topic/debt)
[cash flow](/topic/cash-flow)
[$500mm](/topic/$500mm)
[$lunmf](/topic/$lunmf)
[$lunt](/topic/$lunt)
[mining](/topic/mining)

[Post Link](https://x.com/YellowLabLife/status/1935349884623655148)