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@GavMcCracken "@toiletkingcap @Atrium_Research I'm still adding to $MOLY.TO though so my avg certainly isn't staying below $1.6"
@GavMcCracken Avatar @GavMcCracken on X 2025-07-18 13:51:21 UTC 1629 followers, XXX engagements

"1/14 Bc there have been some particularly high quality posts on $APM.TO $ANPMF lately e.g. toiletking capitals analysis of insider ownership and other technical analyses and chart drawings by others I figured I'd share my fundamental analysis 🧵 Tags: $GDXJ $SILJ #silver #gold"
@GavMcCracken Avatar @GavMcCracken on X 2025-07-15 13:24:00 UTC 1633 followers, 9513 engagements

"Should I write a thread on a company trading at XX% of NPV8 XX% of NPV15 and currently sitting on almost 1/3rd the market cap in cash + liquid assets on hand while making almost 1/2 the market cap per year in earnings"
@GavMcCracken Avatar @GavMcCracken on X 2025-07-07 20:51:50 UTC 1630 followers, 2201 engagements

"@skoodyjuice @second_to_none3 I saw it once before with $VLE.TO"
@GavMcCracken Avatar @GavMcCracken on X 2025-07-21 18:56:26 UTC 1634 followers, XX engagements

"Whoever thought up the concept of "these are my earnings before taxes" was the original pump and dump artist. I think that every time you see the word EBITDA you should substitute the words "bullshit earnings''. Charlie Munger"
@GavMcCracken Avatar @GavMcCracken on X 2025-07-10 16:54:31 UTC 1631 followers, 1717 engagements

"@TheSeeqer @FriesNiklas There's 8.9k shares for sale for XXXX USD/share on OTC Which is XXXX CAD/share here's the current order book for CAD shares:"
@GavMcCracken Avatar @GavMcCracken on X 2025-07-17 18:26:29 UTC 1630 followers, XX engagements

"@TheSeeqer @FriesNiklas There's no volume anywhere. No one wants to sell a share cuz they've secured most of the needed funding to build the mine. NPV of the mine is 2bil USD current market cap is 200mil CAD"
@GavMcCracken Avatar @GavMcCracken on X 2025-07-17 18:27:31 UTC 1627 followers, XX engagements

"2/14 This post will look at NPV discounting cash flows into the future. It will mention upside risks at the end (and downside risks). I hate discounted cash flow models with too low a discount rate because random perturbations 3-4 years in the future can destroy the model"
@GavMcCracken Avatar @GavMcCracken on X 2025-07-15 13:24:01 UTC 1631 followers, XXX engagements

"Lately I've added to: $APM.TO $ANPMF $MOLY.TO $MOLY.NE $MOLY $JAG.TO $JAGGF $BIG.V $BADEF Will see what happens"
@GavMcCracken Avatar @GavMcCracken on X 2025-07-16 17:43:27 UTC 1632 followers, 1147 engagements

"@BambroughKevin @sprott @RealRickRule My friend who did his PhD in condensed matter physics with his thesis literally centered on graphene says the hype is fake news so idk man I'll stick with mining"
@GavMcCracken Avatar @GavMcCracken on X 2025-07-21 14:27:26 UTC 1633 followers, XXX engagements

"@BuyCheapNPray @toiletkingcap @Atrium_Research Lol @BuyCheapNPray can confirm I'm insane bc I concentrate so heavily. But either golden queen or San Bartolome supports the current share price. That means one of the mines can get nationalized and I'll still break even if I hold long enough 🤷 I'm not without strategy 🤷"
@GavMcCracken Avatar @GavMcCracken on X 2025-07-19 01:12:03 UTC 1632 followers, XXX engagements

"I wouldn't want to be one of the many people short $BIG.V $BADEF right now. Resistance cleared out. The market believes they've confirmed the porphyryr. 30-50bil USD just in copper 2-4bil USD in moly and Silver incoming"
@GavMcCracken Avatar @GavMcCracken on X 2025-07-17 14:17:34 UTC 1632 followers, XXX engagements

"Uhh @Atrium_Research can you guys 1) value $APM.TO using a realistic gold price and not $2400/oz (is this a joke) 2) not use EBITDA i.e. bs earnings or at least add a second model like NPV10 which gives a fair share price $6/share CAD using $3300/oz. Ty in advance"
@GavMcCracken Avatar @GavMcCracken on X 2025-07-11 20:36:50 UTC 1631 followers, 1804 engagements

"@blondesnmoney I keep adding even after I post my full fundamental analysis. If I wasn't adding I'd be dumping my entire position. If the shares aren't juicy enough for me to slam the bid how tf are they juicy enough for me to hold This has worked extremely well for me in the past"
@GavMcCracken Avatar @GavMcCracken on X 2025-07-19 17:02:59 UTC 1631 followers, XXX engagements

"@rekurencja @Edark94 I assume you've both read the ni43-101 & aren't talking out your asses right Cuz my CAGR over X years is XX% with no gains from anything other than commodity stocks & I couldn't disagree more with this take and I think the 700mil USD in capital already secured also disagrees 🤷"
@GavMcCracken Avatar @GavMcCracken on X 2025-07-20 01:36:10 UTC 1631 followers, XXX engagements

"@FriesNiklas Really It's on Toronto stock exchange as $MOLY.TO that's how I buy it"
@GavMcCracken Avatar @GavMcCracken on X 2025-07-17 17:35:58 UTC 1621 followers, XX engagements

"3/14 I personally use NPV15 (twice the standard NPV7) to value mines. That way a destructive event like a Niger coup (e.g. ask $GLO baggies) doesn't decimate your capital. That said the mines owned by Andean are in what I consider quality jurisdictions. $APM.TO model:"
@GavMcCracken Avatar @GavMcCracken on X 2025-07-15 13:24:01 UTC 1631 followers, XXX engagements