[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.]  Yellow Lab Life Capital [@YellowLabLife](/creator/twitter/YellowLabLife) on x 25K followers Created: 2025-07-18 11:58:28 UTC This is a big deal...Lifezone $LZM and Kabanga are interesting to the koala again BHP was in no position politically to advance a Tanzanian nickel/copper polymetallic greenfields while Nickel West in WA was idled Now Lifezone controls their own destiny Clearly an equity raise is coming, but, it's actually interesting and not just a way to extend option time value! Big outstanding question (koala trying to be on holiday, so read NR once, didn't find clear answer) is will Tanzania play ball with exporting a concentrate or are they still hung up on the idea of a smelter/refined metal in country (matters for capex and overall economics) Not for nothing, and definitely some recency bias here but...once built this has IRH written all over it as an operation But hey, $8/lb nickel, $4.50/lb copper, $15/lb cobalt...this is ~$450/t in-situ rock. If Tanzania wants to become a proper mining jurisdiction, this is the test case Congrats to the team here on untying this tricky knot and progressing forward XXXXX engagements  **Related Topics** [$lzm](/topic/$lzm) [coins arbitrum](/topic/coins-arbitrum) [Post Link](https://x.com/YellowLabLife/status/1946177749099643206)
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Yellow Lab Life Capital @YellowLabLife on x 25K followers
Created: 2025-07-18 11:58:28 UTC
This is a big deal...Lifezone $LZM and Kabanga are interesting to the koala again
BHP was in no position politically to advance a Tanzanian nickel/copper polymetallic greenfields while Nickel West in WA was idled
Now Lifezone controls their own destiny
Clearly an equity raise is coming, but, it's actually interesting and not just a way to extend option time value!
Big outstanding question (koala trying to be on holiday, so read NR once, didn't find clear answer) is will Tanzania play ball with exporting a concentrate or are they still hung up on the idea of a smelter/refined metal in country (matters for capex and overall economics)
Not for nothing, and definitely some recency bias here but...once built this has IRH written all over it as an operation
But hey, $8/lb nickel, $4.50/lb copper, $15/lb cobalt...this is ~$450/t in-situ rock. If Tanzania wants to become a proper mining jurisdiction, this is the test case
Congrats to the team here on untying this tricky knot and progressing forward
XXXXX engagements
Related Topics $lzm coins arbitrum