Yellow Lab Life Capital
The KoalaI am not as smart as I sound, so please don't listen to me
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 13 | Subscribers | Read | yellowlablifecapital.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Eucalyptus Tree Goes to the Moon: The Koala’s Visit to Goma & the Bisie Tin Mine
I always say when asked about my views on jurisdictional risk “I won’t invest my capital somewhere I wouldn’t go myself”. And over the past four years as an investor in Alphamin Resources “AlphaMoon” as the balance sheet deleveraged, tin ha...
Returning to Corvette / Shaakichiuwaanaan: Second Visit Presents Second Opportunity
The koala has been invested in Patriot Battery Metals since December 2021. It’s been an amazing adventure this past 2.75 years. Doubled down at the end of March 2022. First physically visited the Corvette site in June 2022. Was amazed by th...
Vicuna: At the End, Promise You’ll Leave Me Breathless
As I quipped on twitter Feb 13th, this has gone through many drafts because Vicuna is a multi-story saga whether its countries, assets, motivations, or potential end games. The truth is those who’ve followed it care about what comes next, w...
Open Letter to Sigma Lithium CEO & Board
Sigma Lithium Board of Directors & Chairperson Ana Cabral,
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