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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
A deal that always made operational/synergistic sense finally had the numbers align Logical flow forward of funds here will be Omai $OMG.V If G2 goes for ~C$2.6 billion with <4 million ounces in resources, have to think Omai has clear line of sight to a similar market cap even if earlier stage
Took this off at $6.30 versus a $10.80 premium back in January Was a fun special situation and happy with the IRR over 3 months, got other uses for the capital now
As a seed investor back in late 2022 and in the pre-IPO round in 2025, the Koala is very excited for this day for The Metals Royalty Company $TMCR and the team led by Brian Paes-Braga @bpaesbraga If you haven't...
Very exciting exploration news out of Saturn $stn.ax The koala isn’t sure why this name doesn’t get more love and attention Been a bit busy past couple days and weeks but need to catch up with mgmt some point and understand this...
Just so everyone has the full picture, the Koala has never received a reply to any of these emails to TNR Gold $TNR.V $TRRXF Have never met with or spoken with the CEO (despite trying) Swapped DMs with his son the VP...
