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Tin up AlphaMoon down Feed not flooded with North Kivu rumors It’s healing and cathartic with reflection

Better late than never Also glad to see didn’t have to tap the strategic pools before an MRE or at this stage of the lithium price cycle You only get so many arrows in the strategic quiver, need to be thoughtful when to use them

Hope everyone is okay Simple as that Will admit the koala will sometimes eye roll when a major starts its investor day with a safety induction saying where the fire exits are at the conference / hotel but end of the day: This is a mechanized industry where humans interact with

Hate to admit the koala has basically taken this name off the screen because just feel it has no edge or way to get edge on Panama without committing material resources Anyone closer to it have thoughts on how Zambian side is doing?

Tucker Carlson I am Nate Anderson, the founder of Hindenburg Research referenced repeatedly in this bizarre and fantastical interview. During my career, I helped expose numerous financial scams, including over a dozen Ponzi schemes and numerous instances of public companies lying to and

It’s run hard into this news release and considering the team and thesis behind Paris not surprising (running back the Bellevue and Benz playbook) But the koala is surprised it’s not trading better, is there a met reason or something else about this project? Just staggering

No I don't know where I'm going But, I sure know where I've been Hanging on the promises In songs of yesterday And I've made up my mind I ain't wasting no more time Though I keep searching for an answer I never seem to find what I'm looking for Oh Lord, I pray, you give me

“You just don’t understand how difficult it is being the koala honey, the decisions that have to be made everyday”

Apparently they are going to try and pass a no tax on capital gains from house sales bill…the tax code continues to be used as a tool for picking winners and losers, supporting special interests, etc. The erosion of the tax code from a method to fund the government to a method

New thermal coal slogan… “Natural batteries” Paul, Gary, you can send the koala the check for making thermal coal the new battery metal. 3x EBITDA uplift.. 1% fee seems fair?

In light of the Money of Mine thoughts in today’s director’s special…bumping this up Had no idea Rio had any economics on Arrow or PCE (the Nexgen news release today wasn’t exactly full of details) Sort of angry with myself the koala wasn’t aware and having a go at it

Seeing Q2 Metals $qtwo.v trading up to c$0.75 after finally raising at a c$0.60 back end All the koala wants to say after the past ~9 months is “See, I told you. There is method to the eucalyptus madness” Excited to see what comes next at Cisco

Gold will likely continue to make new highs, and I'm still bullish on some miners and developers including $GMIN.TO, $PDI.AX, $MAU.TO, $LUG.TO, and $EDV.TO. No real view on royalty companies, but the space is heating up. $TNR.V might have upside if Yellow Lab Life Capital is successful.

As a shareholder the koala says:

Very profound observation regarding the TNR Gold $tnr.v $trrxf breakout v SPY, any speculation or thought as to why that has happened? The koala is curious

Probably the only person ever called by the SGX for exceeding position limits on coking coal futures

Four leaves from the eucalyptus tree: 1) Unless you are "already rich", you personally should not allocate to Citadel / Millennium or any of the big hedge funds You get rich on the buyside either hitting singles consistently AT SCALE AUM or hitting home runs randomly but with

Good take Makes the koala want to be long both puts and calls 12 months out considering the VIX is <15 With that said most hilarious outcome would be a flat market

May take a minute and yes a true tie will go to a domestic project but Five Eyes all being considered “domestic” is where this ends up IF the west is actually serious Evan is bang on here You can’t with a straight face expect consumers to tolerate paying 2x for American