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@GavMcCracken "@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 1647 followers, 3885 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 1647 followers, 9831 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 1647 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 1639 followers, 2204 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 1647 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 1646 followers, XXX 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 1641 followers, 1738 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 1647 followers, 2031 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 1644 followers, XXX 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 1647 followers, 3366 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 1647 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 on X 2025-07-19 01:12:03 UTC 1632 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 1647 followers, 1785 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 on X 2025-07-11 20:36:50 UTC 1639 followers, 1813 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 1647 followers, XXX 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 on X 2025-07-19 17:02:59 UTC 1631 followers, XXX 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 1644 followers, XXX engagements