[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@GavMcCracken "Why should I go speculate on other mining jr's that are lagging How will rotating gains into companies not achieving operational excellence boost my expected returns This is how I think. I added 10k shares of $APM.TO on the open today up X% already & I just added 5k $ANPMF"
@GavMcCracken on X 2025-07-18 17:22:17 UTC 1685 followers, XXX engagements

"@toiletkingcap @Atrium_Research I'm still adding to $MOLY.TO though so my avg certainly isn't staying below $1.6"
@GavMcCracken on X 2025-07-18 13:51:21 UTC 1728 followers, XXX engagements

"It's almost like me putting XXX% of my net worth behind something should be a technical indicator $APM.TO $ANPMF #gold #silver $GDXJ $SILJ"
@GavMcCracken on X 2025-07-21 13:43:26 UTC 1712 followers, XXX engagements

"That said: criticism here from retail lads on X is that the "mine will be hard to build". Okay boys: if that's true why is @ShiffmanRuben risking his own net worth and continually buying shares Pretty sure he's talking to engineers and geologists. He knows better than we do"
@GavMcCracken on X 2025-07-23 17:12:52 UTC 1727 followers, XXX engagements

"It looks like the only company he got right was $JAG.TO lmao"
@GavMcCracken on X 2025-07-21 23:05:41 UTC 1718 followers, XXX engagements

"@GoldForecast Given that you've messed up $APM.TO I don't trust any of your other NPV10 calculations in this chart. $APM.TO is extremely sensitive to gold price movements. They will mine 250k more oz gold by end of 2029. Also their silver mine provides +100mil USD baseline FCF/yr until 2035"
@GavMcCracken on X 2025-07-21 21:56:52 UTC 1727 followers, 4515 engagements

"It's worth noting this show will really get started if #silver breaks $XX $APM.TO $ANPMF"
@GavMcCracken on X 2025-07-23 15:45:23 UTC 1728 followers, XXX engagements

"I say this all the time: don't sell your winners that have massive free cash flows relative to the current share price--Buy them Do sell your explorers that are exploding unless you really know the geology though because you're going to get diluted. But what do I know $APM.TO"
@GavMcCracken on X 2025-07-23 15:51:17 UTC 1728 followers, XXX engagements

"Many investors say "don't chase" & I think it's because they don't research what they buy. I bought $VLE.TO at 44c. I bought more at $X. I put my whole net worth in at $XXX. Why was I chasing Because $VLE.TO looked at $XXX like $APM.TO looks like now: a clear 2-3x remaining"
@GavMcCracken on X 2025-07-18 17:22:17 UTC 1728 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 on X 2025-07-15 13:24:00 UTC 1727 followers, 10.7K engagements

"This is huge. $APM.TO $ANPMF beating guidance on gold production while unhedged while @Atrium_Research (the only analyst following the stock) used $2400 gold in their "analysis". Re-rate incoming. The NPV analysis I posted assumed lower gold production than this rate"
@GavMcCracken on X 2025-07-17 20:44:56 UTC 1728 followers, 6168 engagements

"So $JAG.TO looks on the verge of a breakout. Can't buy more atm unfortunately but I loaded up a very nice amount under $XXXX avg"
@GavMcCracken on X 2025-07-22 17:28:43 UTC 1723 followers, 1188 engagements

"$APM.TO $ANPMF will struggle in the near term to push beyond $XXX cad/share. This is the approximate exit number for most of the technical traders. Once we clear this it's blue skies to $X CAD. Personally I'm still adding here: 3xd my share count between $1.4-2.2 6xd 2.1-3.5"
@GavMcCracken on X 2025-07-14 20:00:04 UTC 1694 followers, XXX engagements

"I may just have to do their job for them at this point $APM.TO $ANPMF. Sad thing is they get paid to half ass analyses. Meanwhile I eat every last breadcrumb by mixing it with peanut butter to save a few $ that I'll 10x on my 25k CAD/yr PhD stipend. (the pay that never shows up)"
@GavMcCracken on X 2025-07-13 15:38:49 UTC 1694 followers, XXX 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 on X 2025-07-07 20:51:50 UTC 1705 followers, 2212 engagements

"Should I put out a short thesis on a company that's being pumped beyond all reasonable reality at the moment I literally have a world expert telling me it's a shitco. But idk if I can free up the capital to short it. I'm enjoying my gains from being short USD levered long gold"
@GavMcCracken on X 2025-07-22 22:56:39 UTC 1728 followers, XXX engagements

"Back test and moon pattern on #silver futures $SILJ time $APM.TO $ANPMF"
@GavMcCracken on X 2025-07-23 04:12:04 UTC 1721 followers, XXX engagements

"@skoodyjuice @second_to_none3 I saw it once before with $VLE.TO"
@GavMcCracken on X 2025-07-21 18:56:26 UTC 1728 followers, XXX engagements

"@BroadLuis I guess it wouldn't require gold and silver prices to go up if at least two of the upside risks come back positive e.g. drills to extend golden queen LOM hit and they acquire a good paid in full cash acquisition"
@GavMcCracken on X 2025-07-13 17:35:05 UTC 1726 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 on X 2025-07-10 16:54:31 UTC 1717 followers, 1777 engagements

"That said I am the know-nothing investor. I concentrate like a monkey & repeatedly hit massive home runs. I have no idea what I am doing but for unknown reasons the number keeps going up. $MOLY.NE $MOLY isn't my racehorse here; Ruben combined with molybdenum macro is"
@GavMcCracken on X 2025-07-23 17:12:53 UTC 1727 followers, 1112 engagements

"We can't see what's going on with Shiffoil but it seems like they're doing well since they keep buying shares of $MOLY.NE on the open market. This means Ruben's putting more of his own money on the line and Shiffoil is making money i.e. it's a profitable company"
@GavMcCracken on X 2025-07-23 17:12:50 UTC 1727 followers, XXX engagements

"4/14 Assumptions #gold will hit 4k USD by start 2029 #Silver will hit $XX in 2035; linearly interpolated from $XX today. No LOM extension for Golden Queen (GQ) or San Bartolome (SB). $APM.TO $ANPMF has: NPV8: $X USD/share NPV13: $XXXX USD/sh NPV15: $XXXX USD/sh Getting there:"
@GavMcCracken on X 2025-07-15 13:24:01 UTC 1720 followers, XXX engagements

"And the silver chart looks like if silver breaks XXXXX it goes straight passed $XX. 🤷 I don't know Henrik we can only make this so obvious $APM.TO $ANPMF"
@GavMcCracken on X 2025-07-22 12:57:10 UTC 1720 followers, XXX engagements

"@marketsgonewild Yeah I bought at $XXX sold at $XXX because I didn't feel comfortable with the lack of insider ownership. It looks TOO good. So why aren't insiders loading the ship to the point of almost sinking I redirected those funds into $JAG.TO and $APM.TO"
@GavMcCracken on X 2025-07-23 22:49:51 UTC 1727 followers, XXX engagements

"@qftnoise @Amstal2 You caught me. Just added so many shares of $APM.TO and $ANPMF on margin + line of credit debt that I don't want to talk about it 🤣🤣🤣"
@GavMcCracken on X 2025-07-11 17:25:17 UTC 1651 followers, XXX engagements

"Pump and dump artist detected⚠The guy immediately blocked me after I called him out. Since then I've valued a few of these companies he's "valued" by hand. This chart he's posting around is total fake news. $THX $CERT $APM $STGO all blatantly incorrect. $SILJ $GDXJ #gold #silver"
@GavMcCracken on X 2025-07-21 22:54:52 UTC 1727 followers, 2408 engagements

"So unless the EU is trying to bluff Trump there will be a significant increase in demand for molybdenum. This seems strong enough for me and indeed I opened a XX% net worth position at avg $XXX. At the end of the day this is a developing mine so I can't go all in"
@GavMcCracken on X 2025-07-23 17:12:51 UTC 1727 followers, XXX 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 on X 2025-07-17 18:26:29 UTC 1655 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 on X 2025-07-17 18:27:31 UTC 1671 followers, XX engagements

"My friend looked at the technical docs wasn't impressed with the washed out raman spectra said some other stuff too but I'm in a rush"
@GavMcCracken on X 2025-07-23 19:32:09 UTC 1727 followers, XXX engagements

"Just searched the $APM.TO ticker for the first time and it's basically just me posting about it. I love being early. $ANPMF"
@GavMcCracken on X 2025-07-21 16:11:52 UTC 1728 followers, 1091 engagements

"Again I am the no-nothing investor that somehow has a CAGR XX% over X years while not including this year. I literally know nothing. I just read everything I can. I provide no further comments bc it's not worth my time. Do your own research. Understand what you own"
@GavMcCracken on X 2025-07-23 19:32:10 UTC 1727 followers, XXX engagements

"@Henrik115 @toiletkingcap Henrik with $VLE.TO $VLERF we had 10+ accounts that had all dropped 🔥 about the stock. I am convinced we're still early with $APM.TO $ANPMF. Or gold + silver is much more boring than oil is at the moment. I kind of doubt that gold and silver are in headlines every day"
@GavMcCracken on X 2025-07-21 21:26:24 UTC 1727 followers, XXX engagements

"$APM.TO $ANPMF finally trading like the market realized they have a silver mine that could ramp to 10mil oz/yr from 5mil oz/yr Previously the market only cared about their 55k oz/yr gold mine 🤷"
@GavMcCracken on X 2025-07-14 15:22:45 UTC 1651 followers, XXX 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 on X 2025-07-15 13:24:01 UTC 1655 followers, XXX engagements

"To clarify: I think $PDN is one hell of a buy even at yesterday's price. I think that $FCU being bought by $PDN is great for the sector. I just don't think Canadian panickers will be happy with owning $PDN with this guidance and will tank $FCU.TO. #uranium"
@GavMcCracken on X 2024-11-12 03:47:55 UTC 1676 followers, 2651 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 on X 2025-07-16 17:43:27 UTC 1720 followers, 1270 engagements

"Added to $APM.TO $ANPMF again today but smaller buy than usual just 2k shares cuz I added $MOLY.NE $MOLY hard and $MAI.V on open cuz the toilet bowl oracle hath spoken @toiletkingcap Also @Valarian11 talked me into opening a position in $BRC.V"
@GavMcCracken on X 2025-07-22 15:07:34 UTC 1728 followers, 5007 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 on X 2025-07-21 14:27:26 UTC 1686 followers, XXX engagements

"🧵I'm still adding to $APM.TO $ANPMF. Why I don't believe in selling winners. This company has proven it's undervalued. That's what the price action means. It's going higher it's achieving operational excellence. Anyone can do an NPV8 calculation and realize it will 2x soon"
@GavMcCracken on X 2025-07-18 17:22:17 UTC 1727 followers, 2064 engagements

"Absolutely huge beat by $APM.TO $ANPMF on the gold production. They're above max guidance for H1 2025. Let's ****ing go #gold and #silver bulls"
@GavMcCracken on X 2025-07-17 20:37:07 UTC 1728 followers, 3995 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 on X 2025-07-19 01:12:03 UTC 1655 followers, XXX engagements

"This is the second time I've found myself back to back with this Swede hitting a huge home run together. Congrats to all $APM.TO holders"
@GavMcCracken on X 2025-06-02 14:31:10 UTC 1728 followers, 1869 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 on X 2025-07-20 01:36:10 UTC 1728 followers, XXX engagements

"If you can't understand it sell it and buy something you can understand or long $SPY I am not a graphene expert. I am not short I am not long I have no position & I won't open a position of any kind. There's WAY better places for my capital. I'm up 2600% since April 7th FFS"
@GavMcCracken on X 2025-07-23 19:32:11 UTC 1727 followers, XXX engagements

"I added to $APM.TO $ANPMF again. It's still outperforming beta from gold and silver being green -- it still has alpha and for anyone that's read my NPV calculation that's hopefully obvious. This rally is unlikely to be over"
@GavMcCracken on X 2025-07-21 15:03:44 UTC 1689 followers, 1736 engagements

"This is for my friends; avoid $HG $HG.C. Talked to my best friend who did a quantum condensed matter physics phd on graphene & he was like " Stock isn't up because they signed a contract to sell stuff Seems shady". I'm not an expert but quick schizo thoughts"
@GavMcCracken on X 2025-07-23 19:32:09 UTC 1727 followers, 11.9K engagements

"Lots of propaganda about Jerome "TOO LATE" Powell the last 3-4 days. I wonder if Trump wants to change the conversation from "Epstein list" to "the Fed is no longer independent; oh look gold is $4000". $APM.TO $GDXJ $ANPMF #gold"
@GavMcCracken on X 2025-07-16 12:29:28 UTC 1650 followers, XXX engagements

"@Henrik115 Also @toiletkingcap has dropped two convinction threads"
@GavMcCracken on X 2025-07-21 21:24:36 UTC 1688 followers, XXX engagements

"The cheerleader said he owned 14mil shares but that would mean he should SEDI file bc X% = insider filing in Canada Wouldn't he want to file on time so investors see capital flows IDK Not an expert on laws in Canada or SEDI filings But it makes me question things"
@GavMcCracken on X 2025-07-23 19:32:10 UTC 1727 followers, XXX engagements

"@FriesNiklas The rally has at least XX% to go assuming my models are right. Who knows 🤷 I've seen the market leave stuff undervalued for years"
@GavMcCracken on X 2025-07-14 16:09:21 UTC 1652 followers, XX engagements

"Thus I have concluded for myself that the first term of the Taylor expansion tells me $MOLY.NE $MOLY $MOLY.TO is a buy and yep this know-nothing investor bought shares"
@GavMcCracken on X 2025-07-23 17:12:53 UTC 1727 followers, 1111 engagements

"Mark Carney played a masterclass in propagandizing Canada. On TV he said "we still have a free trade agreement". I went to self-file customs duties for a pair of skis (made in America) today. Got massacred by a "surtax" charge (25%) which is "not a XX% tariff just a surtax""
@GavMcCracken on X 2025-07-14 23:49:24 UTC 1654 followers, XXX engagements

"$APM.TO $ANPMF surged +16% in a single week--while gold and silver were both red over that week. That means the move was on pure alpha. Just wait until gold and silver are both +5% green over a week; watch the power of being an unhedged producer with an active NCIB. Beta 📈💪"
@GavMcCracken on X 2025-07-19 06:56:53 UTC 1716 followers, 6960 engagements

"I added to $APM.TO $ANPMF again today. Why It's still going higher on pure alpha. Gold is down silver is boring and look there she goes again. Why would I sell this to buy gold jr's that only move on beta to #gold What about silver jr's that only move on beta to #silver"
@GavMcCracken on X 2025-07-23 15:44:14 UTC 1727 followers, 1316 engagements

"You mean like $BIG.V About 1km squared x 100m of copper porphyryr at avg grade XXXX% = 16bil USD worth of copper. Do the math yourself but. Market: 🤷 I'll pass"
@GavMcCracken on X 2025-07-10 14:59:12 UTC 1725 followers, 1396 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 on X 2025-07-15 13:24:01 UTC 1655 followers, XXX engagements

"@mindcriticalthe @FibSixOne8 the price action for that upper channel line comes from before they owned a gold mine that's literally pumping (by itself) XX% of the current market cap in FCF. The company still hasn't re-rated correctly to reflect that asset alone nevermind San Bartolome printing 1bil by 2035"
@GavMcCracken on X 2025-07-14 23:46:50 UTC 1688 followers, XX engagements

"So far $MOLY.NE looks like it's evolving under incredible management. The CEO has raised 700mil USD so far of debt access not dilution out of the 1b USD needed for the mine. To contrast take Stephen Roman at $GLO.TO: can't raise anything without diluting shareholders to oblivion"
@GavMcCracken on X 2025-07-23 17:12:50 UTC 1727 followers, 1039 engagements

"5/14 Here's the table of how things scale"
@GavMcCracken on X 2025-07-15 13:24:02 UTC 1727 followers, XXX engagements