Yellow Lab Life Capital

I am not as smart as I sound, so please don't listen to me

[Yellow Lab Life Capital @YellowLabLife]

EUCALYPTUS TREE, Jan 3, 2022 (Newswire) 7:00 AM:

The koala is an unrestricted free agent

There is no pre-contract or handshake on a max deal to be signed on a certain date

What will come in '22, let's see, but until then no compliance regime

Let the mayhem begin...

[Yellow Lab Life Capital @YellowLabLife]

@compoundpapi Working round sir + post LME week the Koala likes to dry out for a bit

But like the way you think

[Yellow Lab Life Capital @YellowLabLife]

Golfing today…

The clubs are not scandium-aluminum alloy but let’s see what happens in 2027

[Yellow Lab Life Capital @YellowLabLife]

When did CNBC stop providing a quote for the Kinross CVR $KGCRF ?

Surprising considering it’s a listed otc security

[Yellow Lab Life Capital @YellowLabLife]

Is this a good time to talk about the Koala’s favorite greenfield copper project in British Columbia?

[Yellow Lab Life Capital @YellowLabLife]

Proposed revised headline for Sigma Lithium $SGML :

“No One Would Refinance Our Debt With Real Duration on Terms That Wouldn’t Show How Distressed We Are And Equity/Convertible Markets Are Closed to Us”

Real talk: a 6 month extension is…not confidence inspiring, that 2027 capex program and guidance for phase 2 probably slipping

[Yellow Lab Life Capital @YellowLabLife]

Nussir showed very well

Seeing is believing, anyone who see this firsthand will understand this is going to be a mine that produces some of the greenest copper in the world for generations to come

It’s not a Tier 0 asset (calling a spade a spade) but once producing it’s going to be a very good one with a stupid amount of exploration potential

And the other core point, progress continues on site. The noise online isn’t representative of the facts on the ground

[Yellow Lab Life Capital @YellowLabLife]

The Koala told the Pallas Resources management the recent round was priced far too cheap…

[Yellow Lab Life Capital @YellowLabLife]

Hats off to the team at Hudbay

It’s been a long saga to get to this point at Rosemont “Copper World”

[Junior Mining Network @JrMiningNetwork]

Hudbay and Mitsubishi Approve Copper World Project Construction; Advancing Next Major U.S. Copper Mine Towards First Production in 2029 $HBM.TO https://t.co/qoiLbg5LNm

[Yellow Lab Life Capital @YellowLabLife]

The LME week Monday tradition makes it to year 5

Thank you to everyone who both attended and who came by just for a social call, we know other more important groups have their own events, so your presence is appreciated

While the Koala’s co-host led the toast, I mean what I said to close it out

This sector is about where interesting assets meet interesting people. And the stories we can write together.

So let’s do it for the story

[Yellow Lab Life Capital @YellowLabLife]

@TraderPamplona If we never test cost curves in a cycle to see true resilience why do we even care what cost structures are my good friend

[Yellow Lab Life Capital @YellowLabLife]

@TraderPamplona Won’t somebody please think of the copper concentrate producers when copper is…over $6/lb

[Yellow Lab Life Capital @YellowLabLife]

Jet lagged in London, the Koala looks at this announcement…

Yea…didn’t buy enough earlier this year

[yyc @yycnimei]

$bnz out with a zinger today

shaded green is how much they've added at icon since august

shows you what 150m in the bank and 400km of drilling can do

[Yellow Lab Life Capital @YellowLabLife]

@RaisingTheBAR47 If you can’t handle the bad trips you don’t deserve to enjoy the good trips my friend

[that stock chick @ausstockchick]

Lithium spodumene.

🫠

[Yellow Lab Life Capital @YellowLabLife]

@rekurencja This is a conversation for over some eucalyptus tea or a beer but the point is well taken and hard to argue with

[Yellow Lab Life Capital @YellowLabLife]

This comment from Bessent should be getting a lot more attention that it is considering the cult around deep sea mining

Consider if a NOAA permit (US entity, not UN like ISA) is paired with financing from a supranational financial entity (yes there is an understanding WB run by American, IMF a European but set that aside)

That financial package would be a massive implicit blessing of the US permitting system that would transcend the current US administration, which would be a mega political de-risking

[Ernest Scheyder @ErnestScheyder]

Scott Bessent says the World Bank should play a 'catalytic role' in boosting deep-sea mining https://t.co/PLKRPczsno

[Yellow Lab Life Capital @YellowLabLife]

@TraderPamplona You’ll be back my friend

[Yellow Lab Life Capital @YellowLabLife]

Reckon if we are doing the whole "western world supply chain resilience" thing as geopolitical imperative, yea I do think it happens

It's less the C1 cash cost / cost curve position that is the issue (which is a perpetual issue of competitiveness) and more a "returns on capex" up front but once that capital is sunk, feels like once on it'll stay on

[Yellow Lab Life Capital @YellowLabLife]

@NiceQuarterGuys @FjordPhil Fight to have when the Koala gets around to buying a boat for the plot

One day, just not right now

[Yellow Lab Life Capital @YellowLabLife]

It is not going to happen but

Does anyone else get the feeling if we wake up in 2028 and Ivanhoe Electric, Ivanhoe Atlantic, and Sunrise are all under the same corporate entity listed in the USA then we really shouldn’t be surprised?

There is no tradeable alpha in this observation but seeing Atlantic called a “US Critical Minerals Platform” when it’s a high grade iron ore project using a railway in Liberia just has the Koala wondering what is Robert up to