Wondering How Quickly Warrants Will Accelerate
Starting to wonder just how fast those warrants are going to get accelerated, happy problems in the eucalyptus tree
Marimaca Copper Lag Offers 40% Premium Deal Potential
Throw away observation here from the eucalyptus tree but looking at Marimaca $MARI.TO lag copper here, someone could slap a 40% premium on it here and probably get a deal done Looking at you South32 $S32.AX And also probably Capstone $CS.TO too
Management Rejects $500K Funding; Investors Demand Bigger
Multiple people have told the Koala this morning if that C$500,000 proposed placement that TNR Gold $TNR.V $TRRXF management implicitly rejected by refusing to engage “needs to be bigger” they’d take a piece of it Not sure why a company that...
TMCR’s New Royalty Deal Creates Positive Cash Flow Perpetual
The Koala likes this deal but in particular the option to buy another 1% of the 4% royalty in the 45 days after closing for The Metals Royalty Company $TMCR DRI is one of the least appreciated growth commodities by consensus...
Monument Bay
Remember what the koala said about 1,000ppm is 0.1%? This gold hits may be nice but from reading this and seeing W grades reported in ppm… Yea…maybe Monument Bay is just a gold deposit
Higher Lithium Recoveries Boost Shaaki NAV by ~5%
The TLDR here, 2-3% higher lithium recoveries across the Shaaki deposit is ~5% NAV uplift Now, this is from work done on the high grade zones like Nova and Vega which probably are prioritized earlier in the mine plan so NAV...
Triple‑digit Ppm Copper Claims Aren
10,000 ppm is 1% 1,000 ppm is 0.1% If you are quoting copper in triple digit ppm terms to flag a technical discovery fair play spin effort but from an economic perspective, sorry NGMI Hats off to the Sabet brothers for giving it...
US Sanctions Ex‑DRC Leader over M23 Mineral Ties
The USA has sanctioned former Congolese President Kabila for supporting M23 In case you were still wondering if the US cares about the stable reliable safe flow of minerals in the eastern DRC https://t.co/3AeoZtMMfe
Market Bets on 2026‑27 Lithium Prices, Ignores LT Re‑rating
From a private discussion yesterday in the eucalyptus tree Market seems to believe in 2026/27 lithium prices but not re-rating “LT pricing” yet Plus the usual Aussie premium for assets in the homeland https://t.co/7gAh4ZnV41
PMET Set to Surpass 2023 High Post‑2027 Permit
If this price deck proves prophetic, the only way PMET Resources $PMET.T $PMT.AX doesn’t trade at a level above the 2023 high of c$17 once the permit is in place in 2027 is if Ken decides he doesn’t like living...
Berkshire’s Cash Cushion Fuels Massive AI Gamble
Totally random thought the Koala was discussing yesterday with @milken_cookies was on the Berkshire $BRK.A $BRK.B cash pile If Greg Abel threw $100 billion into Anthropic at $900 billion on a "maybe AI devours the white collar world, maybe it doesn't,...
New AlphaMoon CEO Eoin Reveals Must‑Read Insights
Eoin, new CEO of AlphaMoon $AFM.V, with some bangers in this interview every shareholder should read https://t.co/oDa6V3DDyx
Kinross Poised for Iamgold Takeover Amid Gold M&A Frenzy
Given Agnico $AEM is digesting Finland (not that they are tapped out by any stretch) and beginning to look under the hood at B2 Gold $BTG Have to think this is Kinross $KGC moment to strike on Iamgold $IAG and “make...
Direct Investment Beats SPVs for Anthropic Allocations
Just to satiate the tail risk fomo we are migrating to the matrix, if it’s a real Anthropic SPV and not SPV^2 or ^3 that’s super tempting But what’s really wild to the Koala is at this point Anthropic type firms...
Tinka Resources Hits 52‑Week High, New Board Energized
Dancing with a new 52 week high on Tinka Resources $TK.V today and the team hasn't even had a chance yet to get properly under the hood at Ayawilca Thrilled to be invested with the refreshed board who are both talented...