[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 Gavin Gavin posts on X about $apmto, $anpmf, mining, $gdxj the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1486417511763656706/interactions)  - X Week XXXXXX +536% - X Month XXXXXX +9.10% - X Months XXXXXXX -XX% - X Year XXXXXXX +832% ### Mentions: XX [#](/creator/twitter::1486417511763656706/posts_active)  - X Week XX +38% - X Month XX +200% - X Months XX -XX% - X Year XXX +138% ### Followers: XXXXX [#](/creator/twitter::1486417511763656706/followers)  - X Week XXXXX +0.70% - X Month XXXXX +2.10% - X Months XXXXX +14% - X Year XXXXX +143% ### CreatorRank: XXXXXXX [#](/creator/twitter::1486417511763656706/influencer_rank)  ### Social Influence [#](/creator/twitter::1486417511763656706/influence) --- **Social category influence** [finance](/list/finance) XX% [countries](/list/countries) XXXX% [gaming](/list/gaming) XXXX% [celebrities](/list/celebrities) XXXX% **Social topic influence** [$apmto](/topic/$apmto) #1, [$anpmf](/topic/$anpmf) #1, [mining](/topic/mining) 7.14%, [$gdxj](/topic/$gdxj) #4, [market cap](/topic/market-cap) 7.14%, [acquisition](/topic/acquisition) 7.14%, [$ampto](/topic/$ampto) 3.57%, [$silj](/topic/$silj) 3.57%, [insider](/topic/insider) 3.57%, [liquid](/topic/liquid) XXXX% **Top accounts mentioned or mentioned by** [@qftnoise](/creator/undefined) [@albertsonbagger](/creator/undefined) [@mindcriticalthe](/creator/undefined) [@greenispoor](/creator/undefined) [@broadluis](/creator/undefined) [@amstal2](/creator/undefined) [@fibsixone8](/creator/undefined) [@friesniklas](/creator/undefined) [@_pedantic_dev](/creator/undefined) [@valvesoftware](/creator/undefined) [@counterstrike](/creator/undefined) [@varianceswap](/creator/undefined) [@atriumresearch](/creator/undefined) [@gamboleer](/creator/undefined) [@flashbondtrader](/creator/undefined) [@marketsgonewild](/creator/undefined) ### Top Social Posts [#](/creator/twitter::1486417511763656706/posts) --- Top posts by engagements in the last XX hours "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](/creator/x/GavMcCracken) on [X](/post/tweet/1945112111954182156) 2025-07-15 13:24:00 UTC 1585 followers, 6657 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](/creator/x/GavMcCracken) on [X](/post/tweet/1942325710607245739) 2025-07-07 20:51:50 UTC 1585 followers, 2168 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](/creator/x/GavMcCracken) on [X](/post/tweet/1944450522032873840) 2025-07-13 17:35:05 UTC 1573 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](/creator/x/GavMcCracken) on [X](/post/tweet/1943353149491696035) 2025-07-10 16:54:31 UTC 1583 followers, 1462 engagements "10/14 2) a full cash acquisition of a new mine. The recent name change to APM mining hints that this is going to happen. The company is expanding outside of the Andean mountains"  [@GavMcCracken](/creator/x/GavMcCracken) on [X](/post/tweet/1945112128735604929) 2025-07-15 13:24:04 UTC 1585 followers, XXX engagements "9/14 The upside risks that I expect at least one of to come back as a full home run in order of most-likely to least likely 1) GQ mine gets a LOM extension to at least 2031 if not 2032 from an on-going drill campaign. My geologist modeled for a 60-70% chance"  [@GavMcCracken](/creator/x/GavMcCracken) on [X](/post/tweet/1945112127267619155) 2025-07-15 13:24:04 UTC 1584 followers, XXX engagements "Is this real Does @valvesoftware @CounterStrike not see how this benefits scammers more than anyone else Wtf world am I living in. Why do so few have a brain"  [@GavMcCracken](/creator/x/GavMcCracken) on [X](/post/tweet/1945348362988925048) 2025-07-16 05:02:47 UTC 1585 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](/creator/x/GavMcCracken) on [X](/post/tweet/1944779609918099874) 2025-07-14 15:22:45 UTC 1583 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](/creator/x/GavMcCracken) on [X](/post/tweet/1945112114030367143) 2025-07-15 13:24:01 UTC 1585 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](/creator/x/GavMcCracken) on [X](/post/tweet/1945539792231432330) 2025-07-16 17:43:27 UTC 1585 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](/creator/x/GavMcCracken) on [X](/post/tweet/1943771485791039663) 2025-07-11 20:36:50 UTC 1579 followers, 1752 engagements "@BroadLuis For $28/share you're talking about a solid re-rate higher in either gold or silver prices (or both). All I can say is fundamentally if the shares were $X CAD tomorrow they'd still offer XX% or so upside within a year assuming no upside risks for $APM.TO occur in under 12months"  [@GavMcCracken](/creator/x/GavMcCracken) on [X](/post/tweet/1944450029617320193) 2025-07-13 17:33:07 UTC 1574 followers, XXX 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](/creator/x/GavMcCracken) on [X](/post/tweet/1945460777323799024) 2025-07-16 12:29:28 UTC 1585 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](/creator/x/GavMcCracken) on [X](/post/tweet/1944791335057207612) 2025-07-14 16:09:21 UTC 1579 followers, XX 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](/creator/x/GavMcCracken) on [X](/post/tweet/1944907111059620182) 2025-07-14 23:49:24 UTC 1584 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](/creator/x/GavMcCracken) on [X](/post/tweet/1945112115582296190) 2025-07-15 13:24:01 UTC 1585 followers, XXX engagements "6/14 But we still have to add in cash on hand:"  [@GavMcCracken](/creator/x/GavMcCracken) on [X](/post/tweet/1945112121450110981) 2025-07-15 13:24:02 UTC 1585 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](/creator/x/GavMcCracken) on [X](/post/tweet/1944906463958159789) 2025-07-14 23:46:50 UTC 1583 followers, XX engagements "5/14 Here's the table of how things scale"  [@GavMcCracken](/creator/x/GavMcCracken) on [X](/post/tweet/1945112119193612362) 2025-07-15 13:24:02 UTC 1585 followers, XXX engagements
[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 Gavin
Gavin posts on X about $apmto, $anpmf, mining, $gdxj the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +536%
- X Month XXXXXX +9.10%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +832%
Mentions: XX #
- X Week XX +38%
- X Month XX +200%
- X Months XX -XX%
- X Year XXX +138%
Followers: XXXXX #
- X Week XXXXX +0.70%
- X Month XXXXX +2.10%
- X Months XXXXX +14%
- X Year XXXXX +143%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XX% countries XXXX% gaming XXXX% celebrities XXXX%
Social topic influence $apmto #1, $anpmf #1, mining 7.14%, $gdxj #4, market cap 7.14%, acquisition 7.14%, $ampto 3.57%, $silj 3.57%, insider 3.57%, liquid XXXX%
Top accounts mentioned or mentioned by @qftnoise @albertsonbagger @mindcriticalthe @greenispoor @broadluis @amstal2 @fibsixone8 @friesniklas @_pedantic_dev @valvesoftware @counterstrike @varianceswap @atriumresearch @gamboleer @flashbondtrader @marketsgonewild
Top Social Posts #
Top posts by engagements in the last XX hours
"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 $SILJ #silver #gold"
@GavMcCracken on X 2025-07-15 13:24:00 UTC 1585 followers, 6657 engagements
"Should I write a thread on a company trading at XX% of NPV8 XX% of NPV15 and currently sitting on almost 1/3rd the market cap in cash + liquid assets on hand while making almost 1/2 the market cap per year in earnings" @GavMcCracken on X 2025-07-07 20:51:50 UTC 1585 followers, 2168 engagements
"@BroadLuis I guess it wouldn't require gold and silver prices to go up if at least two of the upside risks come back positive e.g. drills to extend golden queen LOM hit and they acquire a good paid in full cash acquisition" @GavMcCracken on X 2025-07-13 17:35:05 UTC 1573 followers, XX engagements
"Whoever thought up the concept of "these are my earnings before taxes" was the original pump and dump artist. I think that every time you see the word EBITDA you should substitute the words "bullshit earnings''. Charlie Munger" @GavMcCracken on X 2025-07-10 16:54:31 UTC 1583 followers, 1462 engagements
"10/14 2) a full cash acquisition of a new mine. The recent name change to APM mining hints that this is going to happen. The company is expanding outside of the Andean mountains" @GavMcCracken on X 2025-07-15 13:24:04 UTC 1585 followers, XXX engagements
"9/14 The upside risks that I expect at least one of to come back as a full home run in order of most-likely to least likely 1) GQ mine gets a LOM extension to at least 2031 if not 2032 from an on-going drill campaign. My geologist modeled for a 60-70% chance" @GavMcCracken on X 2025-07-15 13:24:04 UTC 1584 followers, XXX engagements
"Is this real Does @valvesoftware @CounterStrike not see how this benefits scammers more than anyone else Wtf world am I living in. Why do so few have a brain" @GavMcCracken on X 2025-07-16 05:02:47 UTC 1585 followers, XXX engagements
"$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 1583 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 1585 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 on X 2025-07-16 17:43:27 UTC 1585 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 on X 2025-07-11 20:36:50 UTC 1579 followers, 1752 engagements
"@BroadLuis For $28/share you're talking about a solid re-rate higher in either gold or silver prices (or both). All I can say is fundamentally if the shares were $X CAD tomorrow they'd still offer XX% or so upside within a year assuming no upside risks for $APM.TO occur in under 12months" @GavMcCracken on X 2025-07-13 17:33:07 UTC 1574 followers, XXX 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 1585 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 1579 followers, XX 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 1584 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 1585 followers, XXX engagements
"6/14 But we still have to add in cash on hand:" @GavMcCracken on X 2025-07-15 13:24:02 UTC 1585 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 1583 followers, XX engagements
"5/14 Here's the table of how things scale" @GavMcCracken on X 2025-07-15 13:24:02 UTC 1585 followers, XXX engagements