Ex‑Glencore Executives Flock to New Cobalt Venture.
Not in the stock right now but cobalt stans should be paying attention to how many former Glencore execs are getting into this company including those with extensive cobalt + DRC experience They see the opportunity
Koala Bought
Cant believe the koala decided “oh buy some now ahead of 2H inflection, it’ll be a nice trade rest of the year” a few weeks ago instead of just sizing up other gold names in the book https://t.co/nGhHQcCfEv
Tin Prices Surge, Prompting Barons to Eye Cash Flow
If the Strait is open does that mean the tin barons can chill on studying East African diesel logistics and inventories and just stare at the simple cash flow model at these tin prices for AlphaMoon $AFM.V and smile? Asking for...
Exploration Upside Could Extend Mine Life, Boost Value
The market focus has been on the tungsten and critical minerals master stroke in the western USA but this is a descent result on Nussir feasibility which was the core focus before Springer was bought for Blue Moon ore processing...
Koch Backs PMET Resources, Signaling Major Growth Potential
Seeing Koch get involved with PMET Resources $PMET.TO $PMT.AX brings a smile to the koala's face A ringing endorsement from one of the most advanced chemicals & refining companies in the world embracing a world class resource in North America Let's see...
Residents Back Higher Taxes on Vacant Non‑Resident Properties
Honestly as a resident, this is the first higher taxes proposal the koala doesn’t hate So much housing stock in tier 0 cities like London and New York are captured by non-residents who don’t lease out their square footage Rationally it...
Bloom Energy's Oracle Deal Spurs Scandium Boom
Congratulations to Bloom Energy $BE on their deal with Oracle The koala is absolutely thrilled to see the demand growth trajectory for bloom boxes inflect higher and higher 4kg per 100kw scandium density (Gemini screenshot below) is ~40 tonnes per GW Let’s...
Rapid $50k Analysis
See someone did the math overnight on $50k tin for what the metrics are on AlphaMoon $AFM.V
Seeking Bigger Omai Deal over Braskem, Requires Corp Dev
Sold this to size up Omai $OMG.v Not a reflection on Braskem but just really like the Omai project + valuation and feeling undersized there Needs some Corp dev and IR savy but that’s fixable
B2 Gold Likely to Divest Versamet Stake for Buyback
B2 Gold $BTG stake in Versamet Royalties $VMET just screams to the Koala as non-core Considering the cash flow inflection anticipated in 2H 2026, really should consider alternatives there to fund a buyback perhaps Also notice Founders $FDR.V not listed on this...
Coal Miner Secures 6% Debt, yet Equity Multiples Stagnant
And just like that as we enter the final year of the price contingent window...we see the debt termed out another ~5 years Obviously coal price dependent but the Koala definitely feels like it doesn't own enough Whitehaven $WHC.AX Take a bow...
Klip's Pre-Deal Share Sale Raises Placement Closure Doubts
“Months of negotiations…” Mr Klip sold shares on market less than a week before signing the deal for TNR Gold $TNR.V and Altius $ALS.TO Look, we can laugh about the buyback talk, anticipating first royalty revenue in weeks, etc when you are...
From California Mill Idea to $1B Blue Moon Surge
Seeing Blue Moon $BMM $MOON.V flirt with a C$1 billion market cap, the Koala again looks at the US listed tungsten comps and chuckles... What started as a "well, what if we bought this instead of trying to permit a mill...
Omai Poised for G2‑scale Valuation After Deal Alignment
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...
AlphaMoon Dividend Expected Within the Next Few Weeks
Probably the right day to remind everyone AlphaMoon $AFM.V dividend declaration probably coming in the next couple weeks?
Deep‑Sea Mining Royalties Offer Capital‑Free, Long‑Term Gains
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...
Saturn Reports Bonanza 277 G/T Au Assay at Apollo Hill
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...
Governance Gaps Highlighted Amid Unanswered CEO Outreach
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...