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Vicuna: At the End, Promise You’ll Leave Me Breathless
The endgame to the inevitable reunification, off the top of the marsupial's head
Feb 16
•
The Koala
43
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Vicuna: At the End, Promise You’ll Leave Me Breathless
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6
Open Letter to Sigma Lithium CEO & Board
Pretty sure they'll see this one way or another
Feb 7
•
The Koala
14
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Open Letter to Sigma Lithium CEO & Board
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January 2024
The Hidden Unvalued Major Miners' Optionality, But Where is the Courage?
Which major CEO will have the courage of Paul Flynn?
Jan 6
•
The Koala
37
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The Hidden Unvalued Major Miners' Optionality, But Where is the Courage?
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July 2023
BHP Coking Coal Sale: Hate Me Now, Love Me Later For Buying It
With the fiscal year end closing down under this weekend, we come to a very special time, the North American summer. For most this means baseball games…
Jul 3, 2023
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The Koala
54
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BHP Coking Coal Sale: Hate Me Now, Love Me Later For Buying It
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August 2022
Lithium Today is Iron Ore Twenty Years Ago
History doesn’t repeat itself, but it often rhymes – Mark Twain
Aug 24, 2022
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The Koala
33
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Lithium Today is Iron Ore Twenty Years Ago
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6
Teck Should Not Divest Fort Hills
I want to open this piece by talking about when I first drafted it. I started this July 27th the day both Don Lindsay’s retirement and the passing of…
Aug 16, 2022
•
The Koala
15
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Teck Should Not Divest Fort Hills
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The Idea of a Circular Economy for Resources is Absurd
That’s the tweet, now let’s look through the math
Aug 2, 2022
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The Koala
24
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The Idea of a Circular Economy for Resources is Absurd
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1
July 2022
Volatility is the Ally of Quality, Don’t Let Anyone Tell You Otherwise
This is a piece I’ve had on the drawing board but never got around to for the better part of a month. But today someone asked me a question that…
Jul 15, 2022
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The Koala
54
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Volatility is the Ally of Quality, Don’t Let Anyone Tell You Otherwise
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We are Evil, But We are a Necessary Evil – But is Greenfield Gold Mining Still Considered Necessary?
So the koala sat here in the eucalyptus tree on the beginning of July 4th weekend with several projects to work on but something keeps circling in the…
Jul 5, 2022
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The Koala
9
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We are Evil, But We are a Necessary Evil – But is Greenfield Gold Mining Still Considered Necessary?
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June 2022
Welcome to the Eucalyptus Tree
So it’s come to this, the koala is going to do a substack in the eucalyptus tree. Why am I doing this? Purely for selfish reasons: 1) No secret the…
Jun 8, 2022
•
The Koala
13
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Welcome to the Eucalyptus Tree
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August 2021
I am not as smart as I sound, so please don't listen to me
Welcome to Yellow Lab Life Capital by me, The Koala. Sign up now so you don’t miss the first issue. In the meantime, tell your friends!
Aug 6, 2021
•
The Koala
2
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I am not as smart as I sound, so please don't listen to me
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