[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.] #  @MKnight_1984 Michael Knight Michael Knight posts on X about $sa, guess, $50b, target the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1471498253464006657/interactions)  - X Week XXXXX +35% - X Month XXXXXX +188% - X Months XXXXXX +539% - X Year XXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1471498253464006657/posts_active)  - X Month XX +79% - X Months XXX +267% - X Year XXX -XX% ### Followers: XXX [#](/creator/twitter::1471498253464006657/followers)  - X Week XXX -XXXX% - X Month XXX +1.40% - X Months XXX +22% - X Year XXX +36% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1471498253464006657/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% **Social topic influence** [$sa](/topic/$sa) #2, [guess](/topic/guess) 5.13%, [$50b](/topic/$50b) #14, [target](/topic/target) 5.13%, [the project](/topic/the-project) #663, [future](/topic/future) 5.13%, [liquidity](/topic/liquidity) #2763, [silver](/topic/silver) #2299, [earning](/topic/earning) 2.56%, [knight](/topic/knight) #1386 **Top accounts mentioned or mentioned by** [@redevelopcf](/creator/undefined) [@eaton3450](/creator/undefined) [@hussey47325](/creator/undefined) [@nikkicarrots](/creator/undefined) [@usps1987](/creator/undefined) [@jaschwilli](/creator/undefined) [@chrisrhoad28458](/creator/undefined) [@billonly1bill](/creator/undefined) [@cubaninvestor86](/creator/undefined) [@mknight1984](/creator/undefined) [@huynhq29440](/creator/undefined) [@goldseabridge](/creator/undefined) [@gitxsandevcorp](/creator/undefined) **Top assets mentioned** [Seabridge Gold, Inc. (SA)](/topic/$sa) ### Top Social Posts Top posts by engagements in the last XX hours "@eaton3450 Interesting. Ive heard Rudi use that stat before- Im not sure its a true apples to apples comparison since the market is pricing in a partner earning a majority stake in KSM so while $SA is undervalued Im not sure its as dramatic as 1/5th of peers" [X Link](https://x.com/MKnight_1984/status/1995563705275482347) 2025-12-01T18:40Z XXX followers, XXX engagements "As @jaschwilli has astutely noted previously Seabridge currently has 6.2m shares short (6% of the float). Why My guess is traders are using $SA as a macro hedge against gold prices not necessarily as a fundamental bet against the company" [X Link](https://x.com/MKnight_1984/status/1998142664571822269) 2025-12-08T21:28Z XXX followers, XXX engagements "Key takeaway from today's $SA call: mgmt is now negotiating with a preferred partner. That only happens when: 1.) The economics work 2.) There's real alignment 3.) A deal is advancing If the tone felt more measured that's normal when you're in the final stretch" [X Link](https://x.com/MKnight_1984/status/1988721577106763837) 2025-11-12T21:32Z XXX followers, XXX engagements "UBS $13000/t copper ($5.90/lb) and $4500 gold targets would on Seabridges figures push KSMs project NPV5% toward the high $XX billion range approaching $XX billion. 🚀 $SA" [X Link](https://x.com/MKnight_1984/status/1993387705947111624) 2025-11-25T18:33Z XXX followers, 1406 engagements "Today the market still values $SA as a developer with a big if around whether KSM ever gets built. With rising gold/copper and M&A heating up to me its much more a question of when. SA is now in discussions with its "preferred" JV partner and an announcement could come soon" [X Link](https://x.com/MKnight_1984/status/1993739234273030151) 2025-11-26T17:50Z XXX followers, XXX engagements "Getting a major on board with the financial social and technical capacity to build KSM is a huge de-risking event. Even if first prod is XX yrs away $SA becomes co-owner of a huge gold-copper project thats largely being built/operated with the partners capital not ours" [X Link](https://x.com/MKnight_1984/status/1993739235761742124) 2025-11-26T17:50Z XXX followers, XXX engagements "At roughly todays prices KSMs NPV5% is about $30B (company figures). If gold and copper grow a modest X% per year for X years youre in the neighborhood of $5000 gold and $XXXX copper. It's not unreasonable that in that scenario KSMs NPV can reasonably push toward $50B" [X Link](https://x.com/MKnight_1984/status/1993739237049454671) 2025-11-26T17:50Z XXX followers, XX engagements "But $SA wont be operating KSM. If the partner is funding and running the mine investors will view $SA much more like a single-asset royalty than a traditional miner. Royalty co's trade at 1.52.0x NAV even a discount from that still easily supports a $200+ share price" [X Link](https://x.com/MKnight_1984/status/1993739239641510062) 2025-11-26T17:50Z XXX followers, XX engagements "Most gold analysts get $SA wrong bc their models assume: X 8%+ discount rates (even while assuming a JV) X $2500 gold X Value SA as if it's building and operating KSM If thats your starting point of course you assign a big risk discount. That just doesn't reflect reality" [X Link](https://x.com/MKnight_1984/status/1993739240950166009) 2025-11-26T17:50Z XXX followers, XXX engagements "@hussey47325 @RedevelopCF Rudi repeatedly signaled his by year end goal and unless recent meetings have changed something its been communicated that way to indigenous partners as well. You also dont want MNPI just hanging out there over a long holiday break. X wk Dec window starts next wk $SA" [X Link](https://x.com/MKnight_1984/status/1993815795743510980) 2025-11-26T22:55Z XXX followers, XXX engagements "@RedevelopCF @eaton3450 Btw RBC has a $XX price target on $SA last time I checked (Sept) which assumes a partner. It also assumes $2600 gold an X% discount rate and then its XX% haircut. Time to update the model RBC. 🤦♂" [X Link](https://x.com/MKnight_1984/status/1995564172332191937) 2025-12-01T18:42Z XXX followers, XXX engagements "@eaton3450 If you believe: 1.) The JV gets done on favorable terms (keep XX% little/no capital reqd) 2.) The partner builds the project (post bankable feas) 3.) Reasonable (5%+) annual increases in metals prices 4.) No major delays/snafus Then $SA has 10x potential within 5-7 yrs" [X Link](https://x.com/MKnight_1984/status/1995634744697192548) 2025-12-01T23:22Z XXX followers, XXX engagements "@hussey47325 @RedevelopCF @HuynhQ29440 @GoldSeabridge B. Riley Securities upped its price target for the stock to $XX per share from a previous target of $XX this morning. Not sure if that has anything to do with it. $SA" [X Link](https://x.com/MKnight_1984/status/1995875105566859492) 2025-12-02T15:18Z XXX followers, XXX engagements "A new stock Ill have to add to my list. $SA" [X Link](https://x.com/MKnight_1984/status/1996223882219368607) 2025-12-03T14:23Z XXX followers, XXX engagements "Interesting. This doesn't necessarily rule out FCX as a JV partner for KSM but might bump the odds for a BHP (if you're the betting type). $SA" [X Link](https://x.com/MKnight_1984/status/1996664744061681769) 2025-12-04T19:35Z XXX followers, XXX engagements "@Nikkicarrots @eaton3450 We obviously assess the attractiveness and viability of the project much differently than institutions who are still asking if KSM will get built. The move from if to when will unlock a lot of value. Plus some institutions still using $2600 gold in their models $SA" [X Link](https://x.com/MKnight_1984/status/1997080292884947039) 2025-12-05T23:07Z XXX followers, XXX engagements "@usps1987 @RedevelopCF @Nikkicarrots @eaton3450 I'm by no means an expert but my sense (if we get a JV deal soon). 1.) Bankable feasibility starts asap takes 18mos 2.) Construction decision & build X years So assuming no major delays maybe we're looking at first production in 2032-2033 $SA" [X Link](https://x.com/MKnight_1984/status/1997409479701193185) 2025-12-06T20:55Z XXX followers, XXX engagements "@usps1987 @RedevelopCF @Nikkicarrots @eaton3450 This is the kind of guidance the market will be looking for from $SA and its partner in an announcement (kind of a phase X X X timeline). That sort of clarity will help investors better predict future cashflows and lead to a better re-pricing of shares imo" [X Link](https://x.com/MKnight_1984/status/1997410640508465550) 2025-12-06T20:59Z XXX followers, XXX engagements "But here's where the math gets dangerous for shorts. The current "days to cover" is already elevated at X days. This means it would take nearly a full week of buying XXX% of the daily volume just to close these positions. That's pretty tight but in reality it's much tighter $SA" [X Link](https://x.com/MKnight_1984/status/1998142665821470891) 2025-12-08T21:28Z XXX followers, XX engagements "Between insiders and large long-term institutional holders it's likely that around XX% or more of the company is locked up and effectively off the market. These shares don't trade or provide liquidity. $SA" [X Link](https://x.com/MKnight_1984/status/1998142667100914139) 2025-12-08T21:28Z XXX followers, XXX engagements "If a JV deal is announced the short thesis breaks instantly and you have a good portion of the 6+ million shares that must cover into a liquidity vacuum. This set up suggests the move might be more violent than some may anticipate and could surprise to the upside. $SA" [X Link](https://x.com/MKnight_1984/status/1998142670028566836) 2025-12-08T21:28Z XXX followers, XXX engagements "$SA has been engaging with indigenous partners for years but the timing of these latest Gitxsan and Nisgaa meetings is notable. These kinds of conversations often happen when a project is moving toward its next step. A similar Tahltan catch-up wouldnt surprise me. All positive" [X Link](https://x.com/MKnight_1984/status/1992021581430940051) 2025-11-22T00:05Z XXX followers, 1020 engagements "Seabridge CEO Rudi Fronk understandably spends a lot of time on near-term catalysts. I want to zoom out XX years and explain why I think $SA has genuine 10x potential over that horizon. 🧵" [X Link](https://x.com/MKnight_1984/status/1993739232620499130) 2025-11-26T17:50Z XXX followers, XXX engagements "Rudi has said it many times- for a JV the terms are more important than the timing. If $SA keeps XX% of KSM thats XX% $50B $20B of attributable NPV. Put a simple 1.0x NAV multiple on that at first prod even assuming some dilution we might be +/- $XXX per share" [X Link](https://x.com/MKnight_1984/status/1993739238328738232) 2025-11-26T17:50Z XXX followers, XXX engagements "To recap the 10x case for $SA over the next XX years boils down to X things: X A JV w a major on solid terms X The partner funds and builds most of KSM (limited dilution) X The mine is successfully built and ramps X Modest tailwind in Au & Cu prices X XX years of patience" [X Link](https://x.com/MKnight_1984/status/1993739242334572971) 2025-11-26T17:50Z XXX followers, XXX engagements "Ok who did this 🤣 $SA" [X Link](https://x.com/MKnight_1984/status/1993813132276588890) 2025-11-26T22:44Z XXX followers, XXX engagements "@RedevelopCF @hussey47325 Im also wondering if well know the identity of the strategic investor (assuming its not our eventual JV partner). We could have a situation where our partner is a copper company and our investor is a gold company- shares could rocket getting affirmation from X majors $SA" [X Link](https://x.com/MKnight_1984/status/1993816916323127700) 2025-11-26T22:59Z XXX followers, XXX engagements "@BillOnly1Bill Agnico has talked a lot about organic growth -Id be surprised if it was them but I do think they were the strategic investor in Q1. Would be amazing if the partner and the strategic investor were announced simultaneously (if they arent one in the same) $SA" [X Link](https://x.com/MKnight_1984/status/1996678620631257474) 2025-12-04T20:30Z XXX followers, XXX engagements "The "tradable float" essentially doubles this short interest to XX% of the float meaning the days to cover doubles too. That's potentially a massive crowd trying to squeeze through a door that's half the size they think it is. $SA" [X Link](https://x.com/MKnight_1984/status/1998142668568928439) 2025-12-08T21:28Z XXX followers, XXX engagements ""Priorities for 2005 were. to partner." "Conducted. potential partnership discussions." The verb tense in the new Seabridge newsletter tells the story. Sadly the 2025 window has likely closed. $SA" [X Link](https://x.com/MKnight_1984/status/1998185432509493521) 2025-12-09T00:18Z XXX followers, 1118 engagements "Just to level set: $SA publicly disclosed less than a month ago its dealing directly with a preferred partner. It may not make its by year end goal but its not unreasonable that it might take a bit longer to finalize (esp with the holidays being an obstacle). I have faith" [X Link](https://x.com/MKnight_1984/status/1998196954309021862) 2025-12-09T01:04Z XXX followers, XXX engagements "@CubanInvestor86 Your guess is as good as mine my friend Yes Rudi has repeatedly said he expects to name our partner by year end but he's made similar "aspirational" statements before. Truthfully even he may not know the timing we may be at the mercy of our partner. What do you think $SA" [X Link](https://x.com/MKnight_1984/status/1998247405205209248) 2025-12-09T04:24Z XXX followers, XXX engagements "@RedevelopCF I think it's less than X% of the value of KSM but nearly all of it is part of the Sprott/Ontario Teachers deal. Molybdenum not silver is probably our 3rd most important metal. $SA" [X Link](https://x.com/MKnight_1984/status/1998424513508434415) 2025-12-09T16:08Z XXX followers, XXX engagements "@RedevelopCF "KSMCo has the option to buyback XX% of the Silver Royalty once exchanged on or before X years after commercial production has been achieved for an amount that provides the Investors a minimum guaranteed annualized return." 🤷♂" [X Link](https://x.com/MKnight_1984/status/1998427093630320758) 2025-12-09T16:18Z XXX followers, XX 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.]
@MKnight_1984 Michael Knight
Michael Knight posts on X about $sa, guess, $50b, target the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +35%
- X Month XXXXXX +188%
- X Months XXXXXX +539%
- X Year XXXXXX -XX%
Mentions: XX #
- X Month XX +79%
- X Months XXX +267%
- X Year XXX -XX%
Followers: XXX #
- X Week XXX -XXXX%
- X Month XXX +1.40%
- X Months XXX +22%
- X Year XXX +36%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XXXXX%
Social topic influence $sa #2, guess 5.13%, $50b #14, target 5.13%, the project #663, future 5.13%, liquidity #2763, silver #2299, earning 2.56%, knight #1386
Top accounts mentioned or mentioned by @redevelopcf @eaton3450 @hussey47325 @nikkicarrots @usps1987 @jaschwilli @chrisrhoad28458 @billonly1bill @cubaninvestor86 @mknight1984 @huynhq29440 @goldseabridge @gitxsandevcorp
Top assets mentioned Seabridge Gold, Inc. (SA)
Top Social Posts
Top posts by engagements in the last XX hours
"@eaton3450 Interesting. Ive heard Rudi use that stat before- Im not sure its a true apples to apples comparison since the market is pricing in a partner earning a majority stake in KSM so while $SA is undervalued Im not sure its as dramatic as 1/5th of peers"
X Link 2025-12-01T18:40Z XXX followers, XXX engagements
"As @jaschwilli has astutely noted previously Seabridge currently has 6.2m shares short (6% of the float). Why My guess is traders are using $SA as a macro hedge against gold prices not necessarily as a fundamental bet against the company"
X Link 2025-12-08T21:28Z XXX followers, XXX engagements
"Key takeaway from today's $SA call: mgmt is now negotiating with a preferred partner. That only happens when: 1.) The economics work 2.) There's real alignment 3.) A deal is advancing If the tone felt more measured that's normal when you're in the final stretch"
X Link 2025-11-12T21:32Z XXX followers, XXX engagements
"UBS $13000/t copper ($5.90/lb) and $4500 gold targets would on Seabridges figures push KSMs project NPV5% toward the high $XX billion range approaching $XX billion. 🚀 $SA"
X Link 2025-11-25T18:33Z XXX followers, 1406 engagements
"Today the market still values $SA as a developer with a big if around whether KSM ever gets built. With rising gold/copper and M&A heating up to me its much more a question of when. SA is now in discussions with its "preferred" JV partner and an announcement could come soon"
X Link 2025-11-26T17:50Z XXX followers, XXX engagements
"Getting a major on board with the financial social and technical capacity to build KSM is a huge de-risking event. Even if first prod is XX yrs away $SA becomes co-owner of a huge gold-copper project thats largely being built/operated with the partners capital not ours"
X Link 2025-11-26T17:50Z XXX followers, XXX engagements
"At roughly todays prices KSMs NPV5% is about $30B (company figures). If gold and copper grow a modest X% per year for X years youre in the neighborhood of $5000 gold and $XXXX copper. It's not unreasonable that in that scenario KSMs NPV can reasonably push toward $50B"
X Link 2025-11-26T17:50Z XXX followers, XX engagements
"But $SA wont be operating KSM. If the partner is funding and running the mine investors will view $SA much more like a single-asset royalty than a traditional miner. Royalty co's trade at 1.52.0x NAV even a discount from that still easily supports a $200+ share price"
X Link 2025-11-26T17:50Z XXX followers, XX engagements
"Most gold analysts get $SA wrong bc their models assume: X 8%+ discount rates (even while assuming a JV) X $2500 gold X Value SA as if it's building and operating KSM If thats your starting point of course you assign a big risk discount. That just doesn't reflect reality"
X Link 2025-11-26T17:50Z XXX followers, XXX engagements
"@hussey47325 @RedevelopCF Rudi repeatedly signaled his by year end goal and unless recent meetings have changed something its been communicated that way to indigenous partners as well. You also dont want MNPI just hanging out there over a long holiday break. X wk Dec window starts next wk $SA"
X Link 2025-11-26T22:55Z XXX followers, XXX engagements
"@RedevelopCF @eaton3450 Btw RBC has a $XX price target on $SA last time I checked (Sept) which assumes a partner. It also assumes $2600 gold an X% discount rate and then its XX% haircut. Time to update the model RBC. 🤦♂"
X Link 2025-12-01T18:42Z XXX followers, XXX engagements
"@eaton3450 If you believe: 1.) The JV gets done on favorable terms (keep XX% little/no capital reqd) 2.) The partner builds the project (post bankable feas) 3.) Reasonable (5%+) annual increases in metals prices 4.) No major delays/snafus Then $SA has 10x potential within 5-7 yrs"
X Link 2025-12-01T23:22Z XXX followers, XXX engagements
"@hussey47325 @RedevelopCF @HuynhQ29440 @GoldSeabridge B. Riley Securities upped its price target for the stock to $XX per share from a previous target of $XX this morning. Not sure if that has anything to do with it. $SA"
X Link 2025-12-02T15:18Z XXX followers, XXX engagements
"A new stock Ill have to add to my list. $SA"
X Link 2025-12-03T14:23Z XXX followers, XXX engagements
"Interesting. This doesn't necessarily rule out FCX as a JV partner for KSM but might bump the odds for a BHP (if you're the betting type). $SA"
X Link 2025-12-04T19:35Z XXX followers, XXX engagements
"@Nikkicarrots @eaton3450 We obviously assess the attractiveness and viability of the project much differently than institutions who are still asking if KSM will get built. The move from if to when will unlock a lot of value. Plus some institutions still using $2600 gold in their models $SA"
X Link 2025-12-05T23:07Z XXX followers, XXX engagements
"@usps1987 @RedevelopCF @Nikkicarrots @eaton3450 I'm by no means an expert but my sense (if we get a JV deal soon). 1.) Bankable feasibility starts asap takes 18mos 2.) Construction decision & build X years So assuming no major delays maybe we're looking at first production in 2032-2033 $SA"
X Link 2025-12-06T20:55Z XXX followers, XXX engagements
"@usps1987 @RedevelopCF @Nikkicarrots @eaton3450 This is the kind of guidance the market will be looking for from $SA and its partner in an announcement (kind of a phase X X X timeline). That sort of clarity will help investors better predict future cashflows and lead to a better re-pricing of shares imo"
X Link 2025-12-06T20:59Z XXX followers, XXX engagements
"But here's where the math gets dangerous for shorts. The current "days to cover" is already elevated at X days. This means it would take nearly a full week of buying XXX% of the daily volume just to close these positions. That's pretty tight but in reality it's much tighter $SA"
X Link 2025-12-08T21:28Z XXX followers, XX engagements
"Between insiders and large long-term institutional holders it's likely that around XX% or more of the company is locked up and effectively off the market. These shares don't trade or provide liquidity. $SA"
X Link 2025-12-08T21:28Z XXX followers, XXX engagements
"If a JV deal is announced the short thesis breaks instantly and you have a good portion of the 6+ million shares that must cover into a liquidity vacuum. This set up suggests the move might be more violent than some may anticipate and could surprise to the upside. $SA"
X Link 2025-12-08T21:28Z XXX followers, XXX engagements
"$SA has been engaging with indigenous partners for years but the timing of these latest Gitxsan and Nisgaa meetings is notable. These kinds of conversations often happen when a project is moving toward its next step. A similar Tahltan catch-up wouldnt surprise me. All positive"
X Link 2025-11-22T00:05Z XXX followers, 1020 engagements
"Seabridge CEO Rudi Fronk understandably spends a lot of time on near-term catalysts. I want to zoom out XX years and explain why I think $SA has genuine 10x potential over that horizon. 🧵"
X Link 2025-11-26T17:50Z XXX followers, XXX engagements
"Rudi has said it many times- for a JV the terms are more important than the timing. If $SA keeps XX% of KSM thats XX% $50B $20B of attributable NPV. Put a simple 1.0x NAV multiple on that at first prod even assuming some dilution we might be +/- $XXX per share"
X Link 2025-11-26T17:50Z XXX followers, XXX engagements
"To recap the 10x case for $SA over the next XX years boils down to X things: X A JV w a major on solid terms X The partner funds and builds most of KSM (limited dilution) X The mine is successfully built and ramps X Modest tailwind in Au & Cu prices X XX years of patience"
X Link 2025-11-26T17:50Z XXX followers, XXX engagements
"Ok who did this 🤣 $SA"
X Link 2025-11-26T22:44Z XXX followers, XXX engagements
"@RedevelopCF @hussey47325 Im also wondering if well know the identity of the strategic investor (assuming its not our eventual JV partner). We could have a situation where our partner is a copper company and our investor is a gold company- shares could rocket getting affirmation from X majors $SA"
X Link 2025-11-26T22:59Z XXX followers, XXX engagements
"@BillOnly1Bill Agnico has talked a lot about organic growth -Id be surprised if it was them but I do think they were the strategic investor in Q1. Would be amazing if the partner and the strategic investor were announced simultaneously (if they arent one in the same) $SA"
X Link 2025-12-04T20:30Z XXX followers, XXX engagements
"The "tradable float" essentially doubles this short interest to XX% of the float meaning the days to cover doubles too. That's potentially a massive crowd trying to squeeze through a door that's half the size they think it is. $SA"
X Link 2025-12-08T21:28Z XXX followers, XXX engagements
""Priorities for 2005 were. to partner." "Conducted. potential partnership discussions." The verb tense in the new Seabridge newsletter tells the story. Sadly the 2025 window has likely closed. $SA"
X Link 2025-12-09T00:18Z XXX followers, 1118 engagements
"Just to level set: $SA publicly disclosed less than a month ago its dealing directly with a preferred partner. It may not make its by year end goal but its not unreasonable that it might take a bit longer to finalize (esp with the holidays being an obstacle). I have faith"
X Link 2025-12-09T01:04Z XXX followers, XXX engagements
"@CubanInvestor86 Your guess is as good as mine my friend Yes Rudi has repeatedly said he expects to name our partner by year end but he's made similar "aspirational" statements before. Truthfully even he may not know the timing we may be at the mercy of our partner. What do you think $SA"
X Link 2025-12-09T04:24Z XXX followers, XXX engagements
"@RedevelopCF I think it's less than X% of the value of KSM but nearly all of it is part of the Sprott/Ontario Teachers deal. Molybdenum not silver is probably our 3rd most important metal. $SA"
X Link 2025-12-09T16:08Z XXX followers, XXX engagements
"@RedevelopCF "KSMCo has the option to buyback XX% of the Silver Royalty once exchanged on or before X years after commercial production has been achieved for an amount that provides the Investors a minimum guaranteed annualized return." 🤷♂"
X Link 2025-12-09T16:18Z XXX followers, XX engagements