#  @PG_coffeed PG PG posts on X about $wdoff, $kod, gold, prod the most. They currently have [--] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1595061071156592641/interactions)  - [--] Week [-----] +97% - [--] Month [-----] +286% - [--] Months [------] +540% ### Mentions: [--] [#](/creator/twitter::1595061071156592641/posts_active)  - [--] Week [--] +85% - [--] Month [--] +192% - [--] Months [---] +771% ### Followers: [--] [#](/creator/twitter::1595061071156592641/followers)  - [--] Week [--] no change - [--] Month [--] +6.30% - [--] Months [--] +77% ### CreatorRank: [---------] [#](/creator/twitter::1595061071156592641/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 23% [currencies](/list/currencies) 11% [stocks](/list/stocks) 4% [technology brands](/list/technology-brands) 1% [cryptocurrencies](/list/cryptocurrencies) 1% **Social topic influence** [$wdoff](/topic/$wdoff) #1, [$kod](/topic/$kod) #3, [gold](/topic/gold) 10%, [prod](/topic/prod) 4%, [closed](/topic/closed) 3%, [ceo](/topic/ceo) 3%, [more than](/topic/more-than) 2%, [a better](/topic/a-better) 2%, [money](/topic/money) 2%, [sector](/topic/sector) 2% **Top accounts mentioned or mentioned by** [@ygoucha](/creator/undefined) [@quantbro1](/creator/undefined) [@alfredom617](/creator/undefined) [@markbanazek](/creator/undefined) [@hky919](/creator/undefined) [@grok](/creator/undefined) [@amstal2](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Novo-Nordisk (NVO)](/topic/$nvo) [2131KOBUSHIDE (21)](/topic/$21) ### Top Social Posts Top posts by engagements in the last [--] hours "$WDOFF #WDOFF #Wesdome Friday volume returns back to the avg. We'll see next week if the motivated sellers are done.sitting at overhead resistance and around the Fib retrace of 38.2%. Fundamentals still improving but Q1 is usually weakest qtr of the year" [X Link](https://x.com/PG_coffeed/status/2020087886339830174) 2026-02-07T10:50Z [--] followers, [---] engagements "#KOD $KOD #KodiakSciences KOD has been consolidating for [--] months and testing [--] day MA and bottom of [--] day BB. Should get news next wk on [--] wk data on KSI-101 which should give insight on durability. Volume continues to dry up. Hopefully a coiled spring ready to explode" [X Link](https://x.com/PG_coffeed/status/2015870104387395739) 2026-01-26T19:31Z [--] followers, [----] engagements "@YGOUCHA The Baker Brother's keeping a 33% position in the stock and a seat on the BODs is a better datapoint than what Point72 is doing. They flushed more than half their position in 2Q and then bought back and then some in 3Q. They are traders not long term investors" [X Link](https://x.com/PG_coffeed/status/2015924643710771650) 2026-01-26T23:07Z [--] followers, [--] engagements "@AlfredoM617 There has been distribution in a lot of the g miners but just heavier in Wesdome. Unless the gold price cracks and goes down a lot this is just [--] of many pullbacks. Mgt has been as transparent as possible in explaining setbacks. I doubt there is anything funny happening" [X Link](https://x.com/PG_coffeed/status/2020412410616824319) 2026-02-08T08:20Z [--] followers, [--] engagements "@AlfredoM617 On the Bill F. blog someone posted there were a few Canadian Broker downgrades.that's probably what sparked the recent selling. Q1 is always a weak qtr. Probably some money rotating into other miners or sectors. Things are just taking longer than expected" [X Link](https://x.com/PG_coffeed/status/2020414545509089519) 2026-02-08T08:28Z [--] followers, [--] engagements "#KOD $KOD Volume continues to lessen. Not sure a bottom has been put in around $20 after a BOY [--] week downtrend. Seems like profit taking and noise based on hardly any intraday volume. [--] - 50% of volume is At-the-Close Orders (MOC). IP is worth more than [----] bil mkt cap" [X Link](https://x.com/PG_coffeed/status/2023039751998349570) 2026-02-15T14:20Z [--] followers, [--] engagements "#KOD $KOD #KodiakSciences We'll see Mon. what the inst. owner nbrs are. Hard not to like their chances on all phase [--] trials this year. Totally diff. mgt attitude on trial learnings from internal and external trials. Taking nothing for granted. Needs to show some up vol" [X Link](https://x.com/PG_coffeed/status/2023041577040712138) 2026-02-15T14:27Z [--] followers, [--] engagements "$WDOFF #WDOFF #Wesdome Comparison of [----] vs [----] fill the mill. Eagle River progressed nicely in [----]. [----] looks like it could be Kiena's year to make meaningful improvements if they can retain employees. Moving in the right direction" [X Link](https://x.com/anyuser/status/2019036933062815888) 2026-02-04T13:14Z [--] followers, [---] engagements "#KOD $KOD Nice results on [--] week data: [--]. No new AE [--]. BCVA scores little changed [--]. Dryness stayed in corridor [--]. IRF rose a little but SRF remained removed [--]. scans of each individual patient was nice to see [--]. no change in [--] letter gainer pct" [X Link](https://x.com/PG_coffeed/status/2020313241310683299) 2026-02-08T01:46Z [--] followers, [---] engagements "Hopefully phase [--] Peak/Pinnacle can repeat these results. You can see now why they went from [--] to [--] loading doses as the IRF was beginning to worsen a little after [--] months without a dose" [X Link](https://x.com/PG_coffeed/status/2020315079917597106) 2026-02-08T01:53Z [--] followers, [---] engagements "$WDOFF #WDOFF #Wesdome Volume continues to move down as the price moves up. Behavior change today.Wesdome up while gold is down but volume is anemic. To buy an up move I'd rather see heavy volume. Lite volume could lead to a future rug pull. Stock is still undervalued" [X Link](https://x.com/PG_coffeed/status/2021299885392167154) 2026-02-10T19:07Z [--] followers, [---] engagements "Nice volume end of day as it sticks the landing near the high. Short term bottom most likely in around $15 USD" [X Link](https://x.com/PG_coffeed/status/2021329354874077500) 2026-02-10T21:04Z [--] followers, [--] engagements "$WDOFF #WDOFF #Wesdome Weekly price volatility for last [--] months ratcheting up" [X Link](https://x.com/PG_coffeed/status/2021416195925438961) 2026-02-11T02:49Z [--] followers, [---] engagements "$WDOFF #WDOFF #Wesdome Looks like a well-defined upward trending channel. Back above the [--] day MA" [X Link](https://x.com/PG_coffeed/status/2021928348096606278) 2026-02-12T12:44Z [--] followers, [--] engagements "#KOD $KOD Purple line [--] day MA Green line [--] day MA [--] Blue lines gaps to be filled Death by [----] cuts since BOY 2026.we'll see if the science has anything to say about that when the trials read out. Institutions likely soaking up the last of the shares on anemic volumes" [X Link](https://x.com/PG_coffeed/status/2019480319791964355) 2026-02-05T18:36Z [--] followers, [---] engagements "XBI broke the [--] day MA today as money rotates out of biotech sector. As of Dec [----] brokerage acct margin amounts at all time highs of [-----] trillion.is there any money left to buy Be careful and be patient and position size appropriately" [X Link](https://x.com/PG_coffeed/status/2019483319654641817) 2026-02-05T18:48Z [--] followers, [---] engagements "$WDOFF #WDOFF #Wesdome [----] YTD performance vs. other gold miners" [X Link](https://x.com/PG_coffeed/status/2020430762009629032) 2026-02-08T09:33Z [--] followers, [---] engagements "$WDOFF #WDOFF #Wesdome [----] YTD performance vs. other gold miners" [X Link](https://x.com/PG_coffeed/status/2020431098623496410) 2026-02-08T09:34Z [--] followers, [---] engagements "#KOD $KOD #KodiakSciences What's Google AI have to say about KSI-101. Biotech investing made easy. I think it's time for me to retire. GL everyone" [X Link](https://x.com/PG_coffeed/status/2020506024948711894) 2026-02-08T14:32Z [--] followers, [---] engagements "$WDOFF #WDOFF #Wesdome Gap closed on good volume. We'll have to wait and see if gold is needed as a tailwind or the sector catches fire and gets more attention. Wesdome should eventually re-rate on a valuation basis. May have to wait until mid-year for the update to R & R" [X Link](https://x.com/PG_coffeed/status/2021847157754507708) 2026-02-12T07:21Z [--] followers, [---] engagements "$WDOFF #WDOFF #Wesdome Last [--] days of advances almost gone in an overnight gold blitz and first [--] hours of trading. Volatility continues. A retest of $15 or $14s USD wouldn't be unreasonable next week if gold continues to weaken. See attached charts" [X Link](https://x.com/PG_coffeed/status/2022206502724153717) 2026-02-13T07:09Z [--] followers, [---] engagements "#KOD $KOD Won't get any help from the XBI which continues to roll over since late Jan" [X Link](https://x.com/PG_coffeed/status/2023044023586607468) 2026-02-15T14:37Z [--] followers, [--] engagements "#Wesdome #WDOFF $WDOFF If they are stoping much higher grades COO said they were seeing [--] gpt through the mill in 3Q because of higher stopes being delayed then Kiena Deep could return more than my estimates in 3Q and 4Q.we'll have to wait and see" [X Link](https://x.com/PG_coffeed/status/1956749639488549158) 2025-08-16T16:07Z [--] followers, [---] engagements "#Wesdome #WDOFF $WDOFF Summary from Q2 Earnings Call My [--] favorite comments: [--]. We still think we can make original production guidance midpoint of 200k oz [--]. Kiena's geological potential is scary. [--]. We apologize to our market for that but we'll fix it. (CEO owning it)" [X Link](https://x.com/PG_coffeed/status/1957677522620956754) 2025-08-19T05:34Z [--] followers, [---] engagements "#Wesdome #WDOFF $WDOFF Gaps to be filled in 1st chart. Previous correction magnitudes in 2nd chart" [X Link](https://x.com/PG_coffeed/status/1957758331021402196) 2025-08-19T10:55Z [--] followers, [---] engagements "#Wesdome #WDOFF $WDOFF [----] H2 Production number guidance Eagle River - H2 roughly 55% (I'm showing 53%) Kiena - Q4 roughly 40% (I'm showing 38%) Seems doable but might be slightly lower From this point forward the "Fill the Mill" should really start to kick in" [X Link](https://x.com/PG_coffeed/status/1958532411140063557) 2025-08-21T14:11Z [--] followers, [---] engagements "#Wesdome #WDOFF $WDOFF Fill the Mill" [X Link](https://x.com/PG_coffeed/status/1958533405789806926) 2025-08-21T14:15Z [--] followers, [---] engagements "#Wesdome #WDOFF $WDOFF If 3Q prod = 50k oz and 4Q = 63k oz then Wesdome will have done better than the originally guided midpoint (200k oz). Eagle Riv still looks low on tonnage to the mill vs. Fill the Mill min. expectation. Share price should reRate much higher" [X Link](https://x.com/PG_coffeed/status/1960115358389469414) 2025-08-25T23:01Z [--] followers, [---] engagements "$WDOFF #WDOFF Mgt said they were adding more to the stock piles at Eagle River maybe they want to get it to a certain level before upping the mill tonnage We'll see. I originally thought the new 195k oz midpoint might not be attained but now I'm thinking 200k+ oz is doable" [X Link](https://x.com/PG_coffeed/status/1960117069347000620) 2025-08-25T23:08Z [--] followers, [--] engagements "#Wesdome #WDOFF $WDOFF Nice close at high of the day on better than avg vol on TSX. Filled last $15.98 CAN lower gap (8/19). Has an upper gap to close at $19.34 CAN (6/23). Needs a close around $18.50 CAN to continue the upward momentum this week" [X Link](https://x.com/PG_coffeed/status/1960799254215319974) 2025-08-27T20:19Z [--] followers, [---] engagements "#Wesdome #WDOFF $WDOFF [----] YTD: GLD up 30.11% WDOFF up 43.96% Should re-rate higher from current PE = [--] when Kiena shows higher qtrly nbrs. Oct [--] we should see the 3Q prod nbrs. If 3Q is around 50k oz it should gain some respect back and re-rate higher" [X Link](https://x.com/PG_coffeed/status/1961196912985493842) 2025-08-28T22:39Z [--] followers, [--] engagements "#Wesdome #WDOFF $WDOFF more re-rates when: - Kiena producing higher prod. nbrs. qtr-on-qtr starting 4Q [----] while diversifying their ore sources by mid [----] (3 diff zones Kiena Deep [--] diff horizons [---] horizon has [--] levels with avg grades 12-14 gpt for [---] yrs of mining)" [X Link](https://x.com/PG_coffeed/status/1961203843049382003) 2025-08-28T23:06Z [--] followers, [--] engagements "#Wesdome #WDOFF $WDOFF Good luck keeping Wesdome down. Nice move above the [--] day MA. After the upside gap fills it's on to $20 CAN and then blue skies much higher. Even though entering a weak seasonal period for gold nobody told gold. Next wk should be interesting" [X Link](https://x.com/PG_coffeed/status/1961563363684630654) 2025-08-29T22:55Z [--] followers, [---] engagements "#Wesdome #WDOFF $WDOFF Upside gap at $19.34 almost closed on Tues (9/2) where high of the day was $19.22. Spot gold's breakout above $3500 after a 4-5 month consolidation looks constructive. Wesdome's PE still less than [--] for est. [----] earnings.still seems cheap" [X Link](https://x.com/PG_coffeed/status/1963092566804463796) 2025-09-03T04:11Z [--] followers, [---] engagements "#Wesdome #WDOFF $WDOFF All upside and downside gaps have been filled. Looks like a re-rated new channel between $16 - $20 CAN (PE range [--] - 9). Drill results at ER didn't move the stock. 3Q prod nbrs in 5-6 weeks could be the next stock catalyst (est. 50k oz)" [X Link](https://x.com/PG_coffeed/status/1963910797047783528) 2025-09-05T10:23Z [--] followers, [---] engagements "#Wesdome #WDOFF $WDOFF Fib retracements - once Wesdome closes above $15 USD it'll be blue sky to higher values. GDX trading for PE = [--] while Wesdome PE = [--] (PE re-rate will come)" [X Link](https://x.com/PG_coffeed/status/1965013887486755193) 2025-09-08T11:26Z [--] followers, [---] engagements "#Wesdome #WDOFF $WDOFF Starting to look like a cup and handle" [X Link](https://x.com/PG_coffeed/status/1965016181796118716) 2025-09-08T11:35Z [--] followers, [--] engagements "#Wesdome #WDOFF $WDOFF Timelines and Potential Catalysts:" [X Link](https://x.com/PG_coffeed/status/1965017634900234748) 2025-09-08T11:41Z [--] followers, [---] engagements "#Wesdome #WDOFF $WDOFF Nice step up in Exploration Targets from the Aug to Sept slide decks. Just starting to hit their stride in exploration drilling" [X Link](https://x.com/PG_coffeed/status/1965768523814457377) 2025-09-10T13:25Z [--] followers, [---] engagements "$WDOFF #WDOFF #Wesdome Link to Beaver Creek video presentations (in alpha order Wesdome at the bottom) Too bad they didn't give an update on 3Q with only [--] weeks left in the quarter. Much more info on the 2Q call. A missed opportunity. https://www.gowebcasting.com/conferences/2025/09/09/precious-metals-summit https://www.gowebcasting.com/conferences/2025/09/09/precious-metals-summit" [X Link](https://x.com/PG_coffeed/status/1968039845303046525) 2025-09-16T19:50Z [--] followers, [--] engagements "$WDOFF #WDOFF #Wesdome Finally breaking out but trailing other miners' performance by a lot.needs to move up another 50-75%+ just to catch up to the GDX performance for [----]. Should rerate a few more times by EOY if they execute. Fair price in the $20s USD ($30s CAN)" [X Link](https://x.com/PG_coffeed/status/1970501947770724719) 2025-09-23T14:54Z [--] followers, [---] engagements "#AMLP $AMLP Interesting ETF that holds the [--] biggest oil and nat. gas pipelines LPs in the US. Currently paying a 8.3%+ div with no leverage. Uses a 1099div for taxes (retirement safe)(no K-1s).a good fixed income ETF with valuable hard assets that are not easily replaced" [X Link](https://x.com/PG_coffeed/status/1970504862342283702) 2025-09-23T15:05Z [--] followers, [---] engagements "#AMLP $AMLP Consolidating outside the channel but would expect it to crawl back into the channel by the time the next dividend is paid in Nov. We'll see in a few weeks" [X Link](https://x.com/PG_coffeed/status/1970505797395456505) 2025-09-23T15:09Z [--] followers, [--] engagements "$WDOFF #WDOFF #Wesdome YTD Metrics on some of the miners and metals" [X Link](https://x.com/PG_coffeed/status/1970797102088290483) 2025-09-24T10:26Z [--] followers, [--] engagements "#KOD $KOD #KodiakSciences The long wicked dly candle on Thu may be a shortterm top after the initial breakout above 10/11.25/12.80 on Mon. Did the hedge funds take profits as retail and CTAs piled in on the BO Maybe. I wouldn't be surprised if it retested $13 or the [--] D MA" [X Link](https://x.com/PG_coffeed/status/1971536480607543597) 2025-09-26T11:25Z [--] followers, [---] engagements "#KOD $KOD #KodiakSciences Possible secondary now @ $15 to raise $150 to $200 mil. That could weaken the stock on a short term basis. If the volume dries up I'd expect the [--] day MA to be support moving forward unless the XBI drops big. Green line in chart above is the [--] D MA" [X Link](https://x.com/PG_coffeed/status/1971540010827763871) 2025-09-26T11:39Z [--] followers, [---] engagements "#KOD $KOD #KodiakSciences It also wouldn't surprise me if they did do the secondary at $15 that JP Morgan Jefferies and Barclays were involved since they all have a new fresh $15 price target on the stock" [X Link](https://x.com/PG_coffeed/status/1971542753545969959) 2025-09-26T11:49Z [--] followers, [---] engagements "#KOD $KOD #KodiakSciences EOQ today (9/30). KOD holding in the $15s showing good strength as sellers are seeing their shares gobbled up as the chart moves sideways as it consolidates and another bull flag is formed on heavy volume (vol is decreasing rapidly though)" [X Link](https://x.com/PG_coffeed/status/1972997134342565990) 2025-09-30T12:09Z [--] followers, [---] engagements "#KOD $KOD #KodiakSciences If it holds above $15.50 until Fri (10/10) while dropping back down to avg volume (especially at a current DeMark [--] count and a blowoff top candle on 9/25) I'd think the odds would be a move to test the high in the $19s again" [X Link](https://x.com/PG_coffeed/status/1972999551729774935) 2025-09-30T12:18Z [--] followers, [---] engagements "#KOD $KOD #KodiakSciences A fall back down below $15 would be negative especially if it's done on high volume which would show profit takers swamping buyers (this is a lower probability event the longer it stays above $15 - buyers in control for now)" [X Link](https://x.com/PG_coffeed/status/1973002350559433138) 2025-09-30T12:29Z [--] followers, [---] engagements "$WDOFF #WDOFF #Wesdome 3Q is over.looking for production #s around 50k oz and added cash of around $42 mil USD for 3Q (even with the added cap ex spend of $15 mil USD). 4Q will be a monster qtr if they meet prod est. (63k oz). GL" [X Link](https://x.com/PG_coffeed/status/1973152735647375726) 2025-09-30T22:27Z [--] followers, [---] engagements "$WDOFF #WDOFF #Wesdome Breakout continues above $15 USD ($21 CAN) Still cheap with a [----] forward PE around [--] Big stock price re-rate(s) to catch up to GDX" [X Link](https://x.com/PG_coffeed/status/1973191472251011350) 2025-10-01T01:01Z [--] followers, [---] engagements "$WDOFF #WDOFF #Wesdome" [X Link](https://x.com/PG_coffeed/status/1973362038446625138) 2025-10-01T12:19Z [--] followers, [---] engagements "#KOD $KOD #KodiakSciences Breakout test of $12.75 first and then probably [--] day MA around $10. XBI up and KOD down on a little above avg volume. Shaking out all the weak hands today on no news" [X Link](https://x.com/PG_coffeed/status/1973835513703371185) 2025-10-02T19:40Z [--] followers, [---] engagements "#KOD $KOD #KodiakSciences (see prev post on 10/2) next support is [--] day MA around $11 then $10. No news volume drying up another roundtrip if it breaks below $10 and volume accelerates maybe. A snap back above $15 on high volume next bull flag (biotechs seem toppy)" [X Link](https://x.com/PG_coffeed/status/1976673090001408489) 2025-10-10T15:36Z [--] followers, [---] engagements "$WDOFF #WDOFF #Wesdome Wesdome still trailing GDX by over 50%.catchup (re-rate) trade still coming if they execute in 3Q and hold guidance on 4Q. 3Q production nbrs should be released by Wed (10/15). GL" [X Link](https://x.com/PG_coffeed/status/1976997410598797793) 2025-10-11T13:04Z [--] followers, [---] engagements "#KOD $KOD #KodiakSciences Sitting just below $12.50 (overhead resistance) and bouncing off the [--] wk (50 D) MA it's primed to choose a direction. XBI needs to hold $104 and march higher to help KOD. With no corrections in Sept/Oct do we get a selloff by EOY or move higher" [X Link](https://x.com/PG_coffeed/status/1978429169047388339) 2025-10-15T11:54Z [--] followers, [---] engagements "#KOD $KOD #KodiakSciences We need to see heavy volume and move back above $12.50 by EOW to continue uptrend. I think most weak hands and profit takers are probably out of the stock. We'll see if strong hands power it higher now or there is [--] more shakeout/head fake left" [X Link](https://x.com/PG_coffeed/status/1978431102768312565) 2025-10-15T12:01Z [--] followers, [---] engagements "$WDOFF #WDOFF #Wesdom 3Q Updates: - Outstanding results from Eagle River (ER) - Still more de-risking work to do at Kiena - Looks like they'll up guidance at ER (120k+) - Looks like lower end of guide for Kiena (80k) - 2% share repurchase next 12M - 3Q EOQ Cash $189 mil USD" [X Link](https://x.com/PG_coffeed/status/1980911077035847838) 2025-10-22T08:16Z [--] followers, [---] engagements "$WDOFF #WDOFF #Wesdom - 2% share repurchase next 12M is around $46 mil USD ($2.3 bil USD mkt cap) - est. 4Q EOQ Cash $280 mil USD - est. [----] EOY Cash $580 mil USD ($300+ mil FCF) - still plenty of cash for added buybacks or dividends" [X Link](https://x.com/PG_coffeed/status/1980915041869172833) 2025-10-22T08:32Z [--] followers, [---] engagements "$WDOFF #WDOFF #Wesdom Adjusted numbers to the lower range to total consolidated range (185k - 205k oz) vs. lower range of Kiena (80k - 90k oz). Sorry for the misinterpretation of the PR announcement" [X Link](https://x.com/PG_coffeed/status/1981384606197710874) 2025-10-23T15:37Z [--] followers, [---] engagements "$WDOFF #WDOFF #Wesdom" [X Link](https://x.com/PG_coffeed/status/1981388281108402242) 2025-10-23T15:52Z [--] followers, [---] engagements "#KOD $KOD #KodiakSciences JP Morgan ups price target to $24 this morning. XBI is up in pre-market. Look for a break above $20 today. The breakout continues. It would not shock me if JPM does a secondary for the company soon. (maybe next week)" [X Link](https://x.com/PG_coffeed/status/1981695908732670157) 2025-10-24T12:14Z [--] followers, [---] engagements "Green line on weekly chart (10wk / [--] day MA) seems to be a good trending line and support line. GL" [X Link](https://x.com/PG_coffeed/status/1981698990594003251) 2025-10-24T12:27Z [--] followers, [--] engagements "#KOD $KOD #KodiakSciences Next bull flag being formed. Accelerating away from [--] wk (50 day) MA. Need to see volume accelerate" [X Link](https://x.com/PG_coffeed/status/1984233518705377560) 2025-10-31T12:18Z [--] followers, [---] engagements "#KOD $KOD #KodiakSciences KOD seems like it's entering a higher ascent angle momentum phase of price appreciation. Will the gap in the $50s be filled" [X Link](https://x.com/PG_coffeed/status/1984237149806530936) 2025-10-31T12:32Z [--] followers, [---] engagements "#KOD $KOD #KodiakSciences Nice rug pull on Friday on decent volume trapping everyone who bought in the last week. Games continue but the trend is still up. There's a gap to be closed around $14 (close to the [--] day MA) which seems like a good buy point" [X Link](https://x.com/PG_coffeed/status/1984677832237158590) 2025-11-01T17:44Z [--] followers, [---] engagements "#KOD $KOD #KodiakSciences Hasn't entered the acceleration phase yet. Potential Pos. Catalyst: KSI-101 24wk data from ph [--] (EOY) Non-dilutive funding (EOY) (EU partner / royalty) Tarcocimab ph [--] topline (EOM Feb 2026) Lots of follow-on drugs in pipeline for new indications" [X Link](https://x.com/PG_coffeed/status/1984681036555411723) 2025-11-01T17:56Z [--] followers, [---] engagements "#NVO $NVO Big gap to fill up to $70 Could be a good wash rule EOY trade. Wed (11/5) nice intra-day reversal on heavier volume. Let's see if it holds $45 and/or forms a base into EOY" [X Link](https://x.com/PG_coffeed/status/1986393313214128489) 2025-11-06T11:20Z [--] followers, [---] engagements "#KOD $KOD #KodiakSciences Uptrend above [--] & [--] day MA. Double top $21 [----] PR: funding raise (mgt says non-dilutive we'll see) [----] PR: KSI-101 P1 [--] week data (final readout) (2/7/2026) Tarcocimab P3 top line data (EOM Feb) KSI-501 and TarcocimabP3 top line data (Aug)" [X Link](https://x.com/PG_coffeed/status/1989379521695658332) 2025-11-14T17:06Z [--] followers, [---] engagements "#KOD $KOD #KodiakSciences [--] Gaps to be filled at $17.63 and $14.10 New YTD high on the weekly close. Consolidating under $20 resistance for the last month. One more rug pull and then a move to $25" [X Link](https://x.com/PG_coffeed/status/1989693911925670136) 2025-11-15T13:56Z [--] followers, [---] engagements "#KOD $KOD #KodiakSciences The first time it broke out above $20 (2019) it took about [--] month above and below $20 before moving into the mid $20s" [X Link](https://x.com/PG_coffeed/status/1989696192352055703) 2025-11-15T14:05Z [--] followers, [---] engagements "#KOD $KOD #KodiakSciences Cash Position - ended 3Q [----] with $72.0 million cash and cash equivalents Net Loss - Net loss for the 3Q [----] was $61.5 million They'll need to raise some kind of funds in 4Q [----] or end 4Q around $10 mil in cash Partnership or royalty - stock pop" [X Link](https://x.com/PG_coffeed/status/1991388328940487163) 2025-11-20T06:09Z [--] followers, [---] engagements "@YGOUCHA EYPT could also be acquired by REGN since it's in combo trials with low dose Eylea (generic in 2027) which allows for longer durability. REGN would still get revenues from both the generic users in combo with EYPT's TKI drug and Eylea HD. May be a better tuck-in acquisition" [X Link](https://x.com/PG_coffeed/status/1992226600021275052) 2025-11-22T13:40Z [--] followers, [--] engagements "#KOD $KOD #KodiakSciences Next move up to $35" [X Link](https://x.com/PG_coffeed/status/1997689073784500682) 2025-12-07T15:26Z [--] followers, [---] engagements "Compare correlation XBI to KOD. XBI also going parabolic" [X Link](https://x.com/PG_coffeed/status/1997692871668015571) 2025-12-07T15:41Z [--] followers, [--] engagements "#KOD $KOD #KodiakSciences So much for the non-dilutive cash raise mgt said they'd not do. I can't blame them for the dilution at these prices.hopefully the [--] mil + 900k optional get filled above $21.that would net them about $135 mil (2 qtrs of cash) after a 6% commission" [X Link](https://x.com/PG_coffeed/status/2000676888910381169) 2025-12-15T21:18Z [--] followers, [---] engagements "#KOD $KOD #KodiakSciences Baker Bros looking for 33% of offering. I guess they want to hold their position in the company at 33%" [X Link](https://x.com/PG_coffeed/status/2002267025800860151) 2025-12-20T06:37Z [--] followers, [---] engagements "#KOD $KOD #KodiakSciences [--]. KSI-101 P1 topline data in early Feb [--]. Tarcosimab P3 topline data in Mar [--] KSI [---] & Tarcosimab P3 topline data in Sept [--]. KSI-101 Peak P3 topline data in Dec [--]. KSI-101 Pinnacle P3 topline data in 1H 2027" [X Link](https://x.com/PG_coffeed/status/2003761201822749064) 2025-12-24T09:34Z [--] followers, [---] engagements "$WDOFF #WDOFF #Wesdome [----] estimated added cash to the balance sheet assuming: [----] Avg. Spot Gold = $4500 USD [----] WDOFF Prod oz = 210k oz [----] WDOFF AISC = $1500 USD per oz" [X Link](https://x.com/PG_coffeed/status/2005628166753464403) 2025-12-29T13:13Z [--] followers, [--] engagements "$WDOFF #WDOFF #Wesdome Knocking on $18 USD. New CFO in 3Q caused a delay in getting prod nbrs. so not sure we'll get prod. nbrs by 1/15 (last 21st). Looking for 55k oz (25k (K) 30k (ER)) and $77 mil USD cash add. Execution is front and center on 4Q nbs and guidance" [X Link](https://x.com/PG_coffeed/status/2009935655657189847) 2026-01-10T10:29Z [--] followers, [--] engagements "$WDOFF #WDOFF #Wesdome [----] estimated added cash to the balance sheet assuming: [----] Avg. Spot Gold = $4500 USD [----] WDOFF Prod oz = 210k oz (cur guide) [----] WDOFF AISC = $1500 USD per oz corrections in red below" [X Link](https://x.com/PG_coffeed/status/2009990175875874862) 2026-01-10T14:06Z [--] followers, [---] engagements "@Quantbro1 I was talking of the immediacy of the unconjugated molecule and what they are inferring that brings to the table in all drugs. Every CEO (nbr [--] salesman) cheerleads how optimistic they are. Where are the insider buys if optimistic None. The BB recent buy is a big deal though" [X Link](https://x.com/PG_coffeed/status/2010682852103360761) 2026-01-12T11:58Z [--] followers, [--] engagements "@Hky919 @grok Eventually it'll be bullish based on Wesdome's valuation being undervalued currently compared to growth prospects and cash generation. CEO has to repair her guidance reputation at Kieana first (execution needed). No debt and a lot of ability to buy back stock or pay a dividend" [X Link](https://x.com/PG_coffeed/status/2011206285417496725) 2026-01-13T22:38Z [--] followers, [--] engagements "@Quantbro1 #KOD $KOD #KodiakSciences I guess that'll be a function on how the market interprets the results and where the price stands when the news is released. I think the company is still undervalued at these prices based on recent events (see below). Hope that helps" [X Link](https://x.com/PG_coffeed/status/2008488796929880474) 2026-01-06T10:40Z [--] followers, [---] engagements "#KOD $KOD #KodiakSciences KOD continues to hold the [--] day MA as support. Big gap to fill. [--] news announcements in BOM Feb/Mar. Feb - KS1-101 durability after [--] months since last injection Mar - Tarcocimab Glow [--] p3 topline (same as study design Glow [--] p3 (vs. sham))" [X Link](https://x.com/PG_coffeed/status/2009939261362151586) 2026-01-10T10:43Z [--] followers, [---] engagements "@Quantbro1 How the street will interpret anything is unknowable. The results will give some insight into the drugs durability in MESI.it's not a positive or negative binary event.it's small phase [--] data set. Hard to infer anything from such a small data set. GL" [X Link](https://x.com/PG_coffeed/status/2015923519301857409) 2026-01-26T23:03Z [--] followers, [--] engagements "#KOD $KOD #KodiakSciences Showed some resilience on Wed. while the XBI was down KOD had a nice bounce off of support (50 day MA). Will need some follow through today though. A close above $26.80 would be constructive" [X Link](https://x.com/PG_coffeed/status/2016804719788777960) 2026-01-29T09:24Z [--] followers, [---] engagements "#KOD $KOD #KodiakSciences fyi.Angiogenesis conference in Miami is where mgt said they'd present the phase [--] final [--] week KSI-101 data on Feb [--] (next Sat.). You can virtually attend for $200" [X Link](https://x.com/PG_coffeed/status/2016852813918191822) 2026-01-29T12:35Z [--] followers, [---] engagements "$WDOFF #WDOFF #WesdomeIn the last [--] days gold's up about 10% and Wesdome is flat. Normally there is a catchup trade when this happens but it seems like there is heavy Wesdome selling into the gold runup" [X Link](https://x.com/PG_coffeed/status/2016871417694900248) 2026-01-29T13:49Z [--] followers, [--] engagements "$WDOFF #WDOFF #Wesdome In the last [--] days gold's up about 10% and Wesdome is flat. Normally there is a catchup trade when this happens but it seems like there is heavy Wesdome selling into the gold runup" [X Link](https://x.com/PG_coffeed/status/2016873173556359426) 2026-01-29T13:56Z [--] followers, [--] engagements "@Quantbro1 No idea. Normally KOD will post the presentation on their website after the data has been presented. I'd check the KOD homepage under "Events and Presentations". Currently they have the [--] wk data at the top of the page. I'd imagine they'd replace that with the [--] wk data" [X Link](https://x.com/PG_coffeed/status/2017109774832218359) 2026-01-30T05:37Z [--] followers, [--] engagements "@Amstal2 If you have a 1+ year time horizon you should do well at these prices. If the new COO is worth his salt they'll have put together a terrific mgt team that should really do well over the years. GL" [X Link](https://x.com/PG_coffeed/status/2017257486223314966) 2026-01-30T15:23Z [--] followers, [--] engagements "@YGOUCHA Please don't post inaccurate stats.short interest is currently [----] / [--] = 11.68% We'll see soon enough if this current pullback was a great buying opportunity or another rug pull. The retrace back to the secondary isn't all that surprising" [X Link](https://x.com/PG_coffeed/status/2017362150663078364) 2026-01-30T22:19Z [--] followers, [--] engagements "@MarkBanazek On a valuation basis with probably a PE [--] in [----] longer term it sure seems cheap on a valuation basis. Gold down $50+ overnight.if it hits $20 CAN ($14.50 US) Friday I may nibble a little. That's where Wesdome bought back stock in [----] ($14s US).see previous post" [X Link](https://x.com/PG_coffeed/status/2019326490182086985) 2026-02-05T08:25Z [--] followers, [--] engagements "@MarkBanazek No I'm not the friend he mentioned I've never met Bill" [X Link](https://x.com/PG_coffeed/status/2019512020048199980) 2026-02-05T20:42Z [--] followers, [--] engagements "Investor Greats rules" [X Link](https://x.com/PG_coffeed/status/2019382812361781351) 2026-02-05T12:09Z [--] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@PG_coffeed PGPG posts on X about $wdoff, $kod, gold, prod the most. They currently have [--] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance 23% currencies 11% stocks 4% technology brands 1% cryptocurrencies 1%
Social topic influence $wdoff #1, $kod #3, gold 10%, prod 4%, closed 3%, ceo 3%, more than 2%, a better 2%, money 2%, sector 2%
Top accounts mentioned or mentioned by @ygoucha @quantbro1 @alfredom617 @markbanazek @hky919 @grok @amstal2
Top assets mentioned Alphabet Inc Class A (GOOGL) Novo-Nordisk (NVO) 2131KOBUSHIDE (21)
Top posts by engagements in the last [--] hours
"$WDOFF #WDOFF #Wesdome Friday volume returns back to the avg. We'll see next week if the motivated sellers are done.sitting at overhead resistance and around the Fib retrace of 38.2%. Fundamentals still improving but Q1 is usually weakest qtr of the year"
X Link 2026-02-07T10:50Z [--] followers, [---] engagements
"#KOD $KOD #KodiakSciences KOD has been consolidating for [--] months and testing [--] day MA and bottom of [--] day BB. Should get news next wk on [--] wk data on KSI-101 which should give insight on durability. Volume continues to dry up. Hopefully a coiled spring ready to explode"
X Link 2026-01-26T19:31Z [--] followers, [----] engagements
"@YGOUCHA The Baker Brother's keeping a 33% position in the stock and a seat on the BODs is a better datapoint than what Point72 is doing. They flushed more than half their position in 2Q and then bought back and then some in 3Q. They are traders not long term investors"
X Link 2026-01-26T23:07Z [--] followers, [--] engagements
"@AlfredoM617 There has been distribution in a lot of the g miners but just heavier in Wesdome. Unless the gold price cracks and goes down a lot this is just [--] of many pullbacks. Mgt has been as transparent as possible in explaining setbacks. I doubt there is anything funny happening"
X Link 2026-02-08T08:20Z [--] followers, [--] engagements
"@AlfredoM617 On the Bill F. blog someone posted there were a few Canadian Broker downgrades.that's probably what sparked the recent selling. Q1 is always a weak qtr. Probably some money rotating into other miners or sectors. Things are just taking longer than expected"
X Link 2026-02-08T08:28Z [--] followers, [--] engagements
"#KOD $KOD Volume continues to lessen. Not sure a bottom has been put in around $20 after a BOY [--] week downtrend. Seems like profit taking and noise based on hardly any intraday volume. [--] - 50% of volume is At-the-Close Orders (MOC). IP is worth more than [----] bil mkt cap"
X Link 2026-02-15T14:20Z [--] followers, [--] engagements
"#KOD $KOD #KodiakSciences We'll see Mon. what the inst. owner nbrs are. Hard not to like their chances on all phase [--] trials this year. Totally diff. mgt attitude on trial learnings from internal and external trials. Taking nothing for granted. Needs to show some up vol"
X Link 2026-02-15T14:27Z [--] followers, [--] engagements
"$WDOFF #WDOFF #Wesdome Comparison of [----] vs [----] fill the mill. Eagle River progressed nicely in [----]. [----] looks like it could be Kiena's year to make meaningful improvements if they can retain employees. Moving in the right direction"
X Link 2026-02-04T13:14Z [--] followers, [---] engagements
"#KOD $KOD Nice results on [--] week data: [--]. No new AE [--]. BCVA scores little changed [--]. Dryness stayed in corridor [--]. IRF rose a little but SRF remained removed [--]. scans of each individual patient was nice to see [--]. no change in [--] letter gainer pct"
X Link 2026-02-08T01:46Z [--] followers, [---] engagements
"Hopefully phase [--] Peak/Pinnacle can repeat these results. You can see now why they went from [--] to [--] loading doses as the IRF was beginning to worsen a little after [--] months without a dose"
X Link 2026-02-08T01:53Z [--] followers, [---] engagements
"$WDOFF #WDOFF #Wesdome Volume continues to move down as the price moves up. Behavior change today.Wesdome up while gold is down but volume is anemic. To buy an up move I'd rather see heavy volume. Lite volume could lead to a future rug pull. Stock is still undervalued"
X Link 2026-02-10T19:07Z [--] followers, [---] engagements
"Nice volume end of day as it sticks the landing near the high. Short term bottom most likely in around $15 USD"
X Link 2026-02-10T21:04Z [--] followers, [--] engagements
"$WDOFF #WDOFF #Wesdome Weekly price volatility for last [--] months ratcheting up"
X Link 2026-02-11T02:49Z [--] followers, [---] engagements
"$WDOFF #WDOFF #Wesdome Looks like a well-defined upward trending channel. Back above the [--] day MA"
X Link 2026-02-12T12:44Z [--] followers, [--] engagements
"#KOD $KOD Purple line [--] day MA Green line [--] day MA [--] Blue lines gaps to be filled Death by [----] cuts since BOY 2026.we'll see if the science has anything to say about that when the trials read out. Institutions likely soaking up the last of the shares on anemic volumes"
X Link 2026-02-05T18:36Z [--] followers, [---] engagements
"XBI broke the [--] day MA today as money rotates out of biotech sector. As of Dec [----] brokerage acct margin amounts at all time highs of [-----] trillion.is there any money left to buy Be careful and be patient and position size appropriately"
X Link 2026-02-05T18:48Z [--] followers, [---] engagements
"$WDOFF #WDOFF #Wesdome [----] YTD performance vs. other gold miners"
X Link 2026-02-08T09:33Z [--] followers, [---] engagements
"$WDOFF #WDOFF #Wesdome [----] YTD performance vs. other gold miners"
X Link 2026-02-08T09:34Z [--] followers, [---] engagements
"#KOD $KOD #KodiakSciences What's Google AI have to say about KSI-101. Biotech investing made easy. I think it's time for me to retire. GL everyone"
X Link 2026-02-08T14:32Z [--] followers, [---] engagements
"$WDOFF #WDOFF #Wesdome Gap closed on good volume. We'll have to wait and see if gold is needed as a tailwind or the sector catches fire and gets more attention. Wesdome should eventually re-rate on a valuation basis. May have to wait until mid-year for the update to R & R"
X Link 2026-02-12T07:21Z [--] followers, [---] engagements
"$WDOFF #WDOFF #Wesdome Last [--] days of advances almost gone in an overnight gold blitz and first [--] hours of trading. Volatility continues. A retest of $15 or $14s USD wouldn't be unreasonable next week if gold continues to weaken. See attached charts"
X Link 2026-02-13T07:09Z [--] followers, [---] engagements
"#KOD $KOD Won't get any help from the XBI which continues to roll over since late Jan"
X Link 2026-02-15T14:37Z [--] followers, [--] engagements
"#Wesdome #WDOFF $WDOFF If they are stoping much higher grades COO said they were seeing [--] gpt through the mill in 3Q because of higher stopes being delayed then Kiena Deep could return more than my estimates in 3Q and 4Q.we'll have to wait and see"
X Link 2025-08-16T16:07Z [--] followers, [---] engagements
"#Wesdome #WDOFF $WDOFF Summary from Q2 Earnings Call My [--] favorite comments: [--]. We still think we can make original production guidance midpoint of 200k oz [--]. Kiena's geological potential is scary. [--]. We apologize to our market for that but we'll fix it. (CEO owning it)"
X Link 2025-08-19T05:34Z [--] followers, [---] engagements
"#Wesdome #WDOFF $WDOFF Gaps to be filled in 1st chart. Previous correction magnitudes in 2nd chart"
X Link 2025-08-19T10:55Z [--] followers, [---] engagements
"#Wesdome #WDOFF $WDOFF [----] H2 Production number guidance Eagle River - H2 roughly 55% (I'm showing 53%) Kiena - Q4 roughly 40% (I'm showing 38%) Seems doable but might be slightly lower From this point forward the "Fill the Mill" should really start to kick in"
X Link 2025-08-21T14:11Z [--] followers, [---] engagements
"#Wesdome #WDOFF $WDOFF Fill the Mill"
X Link 2025-08-21T14:15Z [--] followers, [---] engagements
"#Wesdome #WDOFF $WDOFF If 3Q prod = 50k oz and 4Q = 63k oz then Wesdome will have done better than the originally guided midpoint (200k oz). Eagle Riv still looks low on tonnage to the mill vs. Fill the Mill min. expectation. Share price should reRate much higher"
X Link 2025-08-25T23:01Z [--] followers, [---] engagements
"$WDOFF #WDOFF Mgt said they were adding more to the stock piles at Eagle River maybe they want to get it to a certain level before upping the mill tonnage We'll see. I originally thought the new 195k oz midpoint might not be attained but now I'm thinking 200k+ oz is doable"
X Link 2025-08-25T23:08Z [--] followers, [--] engagements
"#Wesdome #WDOFF $WDOFF Nice close at high of the day on better than avg vol on TSX. Filled last $15.98 CAN lower gap (8/19). Has an upper gap to close at $19.34 CAN (6/23). Needs a close around $18.50 CAN to continue the upward momentum this week"
X Link 2025-08-27T20:19Z [--] followers, [---] engagements
"#Wesdome #WDOFF $WDOFF [----] YTD: GLD up 30.11% WDOFF up 43.96% Should re-rate higher from current PE = [--] when Kiena shows higher qtrly nbrs. Oct [--] we should see the 3Q prod nbrs. If 3Q is around 50k oz it should gain some respect back and re-rate higher"
X Link 2025-08-28T22:39Z [--] followers, [--] engagements
"#Wesdome #WDOFF $WDOFF more re-rates when: - Kiena producing higher prod. nbrs. qtr-on-qtr starting 4Q [----] while diversifying their ore sources by mid [----] (3 diff zones Kiena Deep [--] diff horizons [---] horizon has [--] levels with avg grades 12-14 gpt for [---] yrs of mining)"
X Link 2025-08-28T23:06Z [--] followers, [--] engagements
"#Wesdome #WDOFF $WDOFF Good luck keeping Wesdome down. Nice move above the [--] day MA. After the upside gap fills it's on to $20 CAN and then blue skies much higher. Even though entering a weak seasonal period for gold nobody told gold. Next wk should be interesting"
X Link 2025-08-29T22:55Z [--] followers, [---] engagements
"#Wesdome #WDOFF $WDOFF Upside gap at $19.34 almost closed on Tues (9/2) where high of the day was $19.22. Spot gold's breakout above $3500 after a 4-5 month consolidation looks constructive. Wesdome's PE still less than [--] for est. [----] earnings.still seems cheap"
X Link 2025-09-03T04:11Z [--] followers, [---] engagements
"#Wesdome #WDOFF $WDOFF All upside and downside gaps have been filled. Looks like a re-rated new channel between $16 - $20 CAN (PE range [--] - 9). Drill results at ER didn't move the stock. 3Q prod nbrs in 5-6 weeks could be the next stock catalyst (est. 50k oz)"
X Link 2025-09-05T10:23Z [--] followers, [---] engagements
"#Wesdome #WDOFF $WDOFF Fib retracements - once Wesdome closes above $15 USD it'll be blue sky to higher values. GDX trading for PE = [--] while Wesdome PE = [--] (PE re-rate will come)"
X Link 2025-09-08T11:26Z [--] followers, [---] engagements
"#Wesdome #WDOFF $WDOFF Starting to look like a cup and handle"
X Link 2025-09-08T11:35Z [--] followers, [--] engagements
"#Wesdome #WDOFF $WDOFF Timelines and Potential Catalysts:"
X Link 2025-09-08T11:41Z [--] followers, [---] engagements
"#Wesdome #WDOFF $WDOFF Nice step up in Exploration Targets from the Aug to Sept slide decks. Just starting to hit their stride in exploration drilling"
X Link 2025-09-10T13:25Z [--] followers, [---] engagements
"$WDOFF #WDOFF #Wesdome Link to Beaver Creek video presentations (in alpha order Wesdome at the bottom) Too bad they didn't give an update on 3Q with only [--] weeks left in the quarter. Much more info on the 2Q call. A missed opportunity. https://www.gowebcasting.com/conferences/2025/09/09/precious-metals-summit https://www.gowebcasting.com/conferences/2025/09/09/precious-metals-summit"
X Link 2025-09-16T19:50Z [--] followers, [--] engagements
"$WDOFF #WDOFF #Wesdome Finally breaking out but trailing other miners' performance by a lot.needs to move up another 50-75%+ just to catch up to the GDX performance for [----]. Should rerate a few more times by EOY if they execute. Fair price in the $20s USD ($30s CAN)"
X Link 2025-09-23T14:54Z [--] followers, [---] engagements
"#AMLP $AMLP Interesting ETF that holds the [--] biggest oil and nat. gas pipelines LPs in the US. Currently paying a 8.3%+ div with no leverage. Uses a 1099div for taxes (retirement safe)(no K-1s).a good fixed income ETF with valuable hard assets that are not easily replaced"
X Link 2025-09-23T15:05Z [--] followers, [---] engagements
"#AMLP $AMLP Consolidating outside the channel but would expect it to crawl back into the channel by the time the next dividend is paid in Nov. We'll see in a few weeks"
X Link 2025-09-23T15:09Z [--] followers, [--] engagements
"$WDOFF #WDOFF #Wesdome YTD Metrics on some of the miners and metals"
X Link 2025-09-24T10:26Z [--] followers, [--] engagements
"#KOD $KOD #KodiakSciences The long wicked dly candle on Thu may be a shortterm top after the initial breakout above 10/11.25/12.80 on Mon. Did the hedge funds take profits as retail and CTAs piled in on the BO Maybe. I wouldn't be surprised if it retested $13 or the [--] D MA"
X Link 2025-09-26T11:25Z [--] followers, [---] engagements
"#KOD $KOD #KodiakSciences Possible secondary now @ $15 to raise $150 to $200 mil. That could weaken the stock on a short term basis. If the volume dries up I'd expect the [--] day MA to be support moving forward unless the XBI drops big. Green line in chart above is the [--] D MA"
X Link 2025-09-26T11:39Z [--] followers, [---] engagements
"#KOD $KOD #KodiakSciences It also wouldn't surprise me if they did do the secondary at $15 that JP Morgan Jefferies and Barclays were involved since they all have a new fresh $15 price target on the stock"
X Link 2025-09-26T11:49Z [--] followers, [---] engagements
"#KOD $KOD #KodiakSciences EOQ today (9/30). KOD holding in the $15s showing good strength as sellers are seeing their shares gobbled up as the chart moves sideways as it consolidates and another bull flag is formed on heavy volume (vol is decreasing rapidly though)"
X Link 2025-09-30T12:09Z [--] followers, [---] engagements
"#KOD $KOD #KodiakSciences If it holds above $15.50 until Fri (10/10) while dropping back down to avg volume (especially at a current DeMark [--] count and a blowoff top candle on 9/25) I'd think the odds would be a move to test the high in the $19s again"
X Link 2025-09-30T12:18Z [--] followers, [---] engagements
"#KOD $KOD #KodiakSciences A fall back down below $15 would be negative especially if it's done on high volume which would show profit takers swamping buyers (this is a lower probability event the longer it stays above $15 - buyers in control for now)"
X Link 2025-09-30T12:29Z [--] followers, [---] engagements
"$WDOFF #WDOFF #Wesdome 3Q is over.looking for production #s around 50k oz and added cash of around $42 mil USD for 3Q (even with the added cap ex spend of $15 mil USD). 4Q will be a monster qtr if they meet prod est. (63k oz). GL"
X Link 2025-09-30T22:27Z [--] followers, [---] engagements
"$WDOFF #WDOFF #Wesdome Breakout continues above $15 USD ($21 CAN) Still cheap with a [----] forward PE around [--] Big stock price re-rate(s) to catch up to GDX"
X Link 2025-10-01T01:01Z [--] followers, [---] engagements
"$WDOFF #WDOFF #Wesdome"
X Link 2025-10-01T12:19Z [--] followers, [---] engagements
"#KOD $KOD #KodiakSciences Breakout test of $12.75 first and then probably [--] day MA around $10. XBI up and KOD down on a little above avg volume. Shaking out all the weak hands today on no news"
X Link 2025-10-02T19:40Z [--] followers, [---] engagements
"#KOD $KOD #KodiakSciences (see prev post on 10/2) next support is [--] day MA around $11 then $10. No news volume drying up another roundtrip if it breaks below $10 and volume accelerates maybe. A snap back above $15 on high volume next bull flag (biotechs seem toppy)"
X Link 2025-10-10T15:36Z [--] followers, [---] engagements
"$WDOFF #WDOFF #Wesdome Wesdome still trailing GDX by over 50%.catchup (re-rate) trade still coming if they execute in 3Q and hold guidance on 4Q. 3Q production nbrs should be released by Wed (10/15). GL"
X Link 2025-10-11T13:04Z [--] followers, [---] engagements
"#KOD $KOD #KodiakSciences Sitting just below $12.50 (overhead resistance) and bouncing off the [--] wk (50 D) MA it's primed to choose a direction. XBI needs to hold $104 and march higher to help KOD. With no corrections in Sept/Oct do we get a selloff by EOY or move higher"
X Link 2025-10-15T11:54Z [--] followers, [---] engagements
"#KOD $KOD #KodiakSciences We need to see heavy volume and move back above $12.50 by EOW to continue uptrend. I think most weak hands and profit takers are probably out of the stock. We'll see if strong hands power it higher now or there is [--] more shakeout/head fake left"
X Link 2025-10-15T12:01Z [--] followers, [---] engagements
"$WDOFF #WDOFF #Wesdom 3Q Updates: - Outstanding results from Eagle River (ER) - Still more de-risking work to do at Kiena - Looks like they'll up guidance at ER (120k+) - Looks like lower end of guide for Kiena (80k) - 2% share repurchase next 12M - 3Q EOQ Cash $189 mil USD"
X Link 2025-10-22T08:16Z [--] followers, [---] engagements
"$WDOFF #WDOFF #Wesdom - 2% share repurchase next 12M is around $46 mil USD ($2.3 bil USD mkt cap) - est. 4Q EOQ Cash $280 mil USD - est. [----] EOY Cash $580 mil USD ($300+ mil FCF) - still plenty of cash for added buybacks or dividends"
X Link 2025-10-22T08:32Z [--] followers, [---] engagements
"$WDOFF #WDOFF #Wesdom Adjusted numbers to the lower range to total consolidated range (185k - 205k oz) vs. lower range of Kiena (80k - 90k oz). Sorry for the misinterpretation of the PR announcement"
X Link 2025-10-23T15:37Z [--] followers, [---] engagements
"$WDOFF #WDOFF #Wesdom"
X Link 2025-10-23T15:52Z [--] followers, [---] engagements
"#KOD $KOD #KodiakSciences JP Morgan ups price target to $24 this morning. XBI is up in pre-market. Look for a break above $20 today. The breakout continues. It would not shock me if JPM does a secondary for the company soon. (maybe next week)"
X Link 2025-10-24T12:14Z [--] followers, [---] engagements
"Green line on weekly chart (10wk / [--] day MA) seems to be a good trending line and support line. GL"
X Link 2025-10-24T12:27Z [--] followers, [--] engagements
"#KOD $KOD #KodiakSciences Next bull flag being formed. Accelerating away from [--] wk (50 day) MA. Need to see volume accelerate"
X Link 2025-10-31T12:18Z [--] followers, [---] engagements
"#KOD $KOD #KodiakSciences KOD seems like it's entering a higher ascent angle momentum phase of price appreciation. Will the gap in the $50s be filled"
X Link 2025-10-31T12:32Z [--] followers, [---] engagements
"#KOD $KOD #KodiakSciences Nice rug pull on Friday on decent volume trapping everyone who bought in the last week. Games continue but the trend is still up. There's a gap to be closed around $14 (close to the [--] day MA) which seems like a good buy point"
X Link 2025-11-01T17:44Z [--] followers, [---] engagements
"#KOD $KOD #KodiakSciences Hasn't entered the acceleration phase yet. Potential Pos. Catalyst: KSI-101 24wk data from ph [--] (EOY) Non-dilutive funding (EOY) (EU partner / royalty) Tarcocimab ph [--] topline (EOM Feb 2026) Lots of follow-on drugs in pipeline for new indications"
X Link 2025-11-01T17:56Z [--] followers, [---] engagements
"#NVO $NVO Big gap to fill up to $70 Could be a good wash rule EOY trade. Wed (11/5) nice intra-day reversal on heavier volume. Let's see if it holds $45 and/or forms a base into EOY"
X Link 2025-11-06T11:20Z [--] followers, [---] engagements
"#KOD $KOD #KodiakSciences Uptrend above [--] & [--] day MA. Double top $21 [----] PR: funding raise (mgt says non-dilutive we'll see) [----] PR: KSI-101 P1 [--] week data (final readout) (2/7/2026) Tarcocimab P3 top line data (EOM Feb) KSI-501 and TarcocimabP3 top line data (Aug)"
X Link 2025-11-14T17:06Z [--] followers, [---] engagements
"#KOD $KOD #KodiakSciences [--] Gaps to be filled at $17.63 and $14.10 New YTD high on the weekly close. Consolidating under $20 resistance for the last month. One more rug pull and then a move to $25"
X Link 2025-11-15T13:56Z [--] followers, [---] engagements
"#KOD $KOD #KodiakSciences The first time it broke out above $20 (2019) it took about [--] month above and below $20 before moving into the mid $20s"
X Link 2025-11-15T14:05Z [--] followers, [---] engagements
"#KOD $KOD #KodiakSciences Cash Position - ended 3Q [----] with $72.0 million cash and cash equivalents Net Loss - Net loss for the 3Q [----] was $61.5 million They'll need to raise some kind of funds in 4Q [----] or end 4Q around $10 mil in cash Partnership or royalty - stock pop"
X Link 2025-11-20T06:09Z [--] followers, [---] engagements
"@YGOUCHA EYPT could also be acquired by REGN since it's in combo trials with low dose Eylea (generic in 2027) which allows for longer durability. REGN would still get revenues from both the generic users in combo with EYPT's TKI drug and Eylea HD. May be a better tuck-in acquisition"
X Link 2025-11-22T13:40Z [--] followers, [--] engagements
"#KOD $KOD #KodiakSciences Next move up to $35"
X Link 2025-12-07T15:26Z [--] followers, [---] engagements
"Compare correlation XBI to KOD. XBI also going parabolic"
X Link 2025-12-07T15:41Z [--] followers, [--] engagements
"#KOD $KOD #KodiakSciences So much for the non-dilutive cash raise mgt said they'd not do. I can't blame them for the dilution at these prices.hopefully the [--] mil + 900k optional get filled above $21.that would net them about $135 mil (2 qtrs of cash) after a 6% commission"
X Link 2025-12-15T21:18Z [--] followers, [---] engagements
"#KOD $KOD #KodiakSciences Baker Bros looking for 33% of offering. I guess they want to hold their position in the company at 33%"
X Link 2025-12-20T06:37Z [--] followers, [---] engagements
"#KOD $KOD #KodiakSciences [--]. KSI-101 P1 topline data in early Feb [--]. Tarcosimab P3 topline data in Mar [--] KSI [---] & Tarcosimab P3 topline data in Sept [--]. KSI-101 Peak P3 topline data in Dec [--]. KSI-101 Pinnacle P3 topline data in 1H 2027"
X Link 2025-12-24T09:34Z [--] followers, [---] engagements
"$WDOFF #WDOFF #Wesdome [----] estimated added cash to the balance sheet assuming: [----] Avg. Spot Gold = $4500 USD [----] WDOFF Prod oz = 210k oz [----] WDOFF AISC = $1500 USD per oz"
X Link 2025-12-29T13:13Z [--] followers, [--] engagements
"$WDOFF #WDOFF #Wesdome Knocking on $18 USD. New CFO in 3Q caused a delay in getting prod nbrs. so not sure we'll get prod. nbrs by 1/15 (last 21st). Looking for 55k oz (25k (K) 30k (ER)) and $77 mil USD cash add. Execution is front and center on 4Q nbs and guidance"
X Link 2026-01-10T10:29Z [--] followers, [--] engagements
"$WDOFF #WDOFF #Wesdome [----] estimated added cash to the balance sheet assuming: [----] Avg. Spot Gold = $4500 USD [----] WDOFF Prod oz = 210k oz (cur guide) [----] WDOFF AISC = $1500 USD per oz corrections in red below"
X Link 2026-01-10T14:06Z [--] followers, [---] engagements
"@Quantbro1 I was talking of the immediacy of the unconjugated molecule and what they are inferring that brings to the table in all drugs. Every CEO (nbr [--] salesman) cheerleads how optimistic they are. Where are the insider buys if optimistic None. The BB recent buy is a big deal though"
X Link 2026-01-12T11:58Z [--] followers, [--] engagements
"@Hky919 @grok Eventually it'll be bullish based on Wesdome's valuation being undervalued currently compared to growth prospects and cash generation. CEO has to repair her guidance reputation at Kieana first (execution needed). No debt and a lot of ability to buy back stock or pay a dividend"
X Link 2026-01-13T22:38Z [--] followers, [--] engagements
"@Quantbro1 #KOD $KOD #KodiakSciences I guess that'll be a function on how the market interprets the results and where the price stands when the news is released. I think the company is still undervalued at these prices based on recent events (see below). Hope that helps"
X Link 2026-01-06T10:40Z [--] followers, [---] engagements
"#KOD $KOD #KodiakSciences KOD continues to hold the [--] day MA as support. Big gap to fill. [--] news announcements in BOM Feb/Mar. Feb - KS1-101 durability after [--] months since last injection Mar - Tarcocimab Glow [--] p3 topline (same as study design Glow [--] p3 (vs. sham))"
X Link 2026-01-10T10:43Z [--] followers, [---] engagements
"@Quantbro1 How the street will interpret anything is unknowable. The results will give some insight into the drugs durability in MESI.it's not a positive or negative binary event.it's small phase [--] data set. Hard to infer anything from such a small data set. GL"
X Link 2026-01-26T23:03Z [--] followers, [--] engagements
"#KOD $KOD #KodiakSciences Showed some resilience on Wed. while the XBI was down KOD had a nice bounce off of support (50 day MA). Will need some follow through today though. A close above $26.80 would be constructive"
X Link 2026-01-29T09:24Z [--] followers, [---] engagements
"#KOD $KOD #KodiakSciences fyi.Angiogenesis conference in Miami is where mgt said they'd present the phase [--] final [--] week KSI-101 data on Feb [--] (next Sat.). You can virtually attend for $200"
X Link 2026-01-29T12:35Z [--] followers, [---] engagements
"$WDOFF #WDOFF #WesdomeIn the last [--] days gold's up about 10% and Wesdome is flat. Normally there is a catchup trade when this happens but it seems like there is heavy Wesdome selling into the gold runup"
X Link 2026-01-29T13:49Z [--] followers, [--] engagements
"$WDOFF #WDOFF #Wesdome In the last [--] days gold's up about 10% and Wesdome is flat. Normally there is a catchup trade when this happens but it seems like there is heavy Wesdome selling into the gold runup"
X Link 2026-01-29T13:56Z [--] followers, [--] engagements
"@Quantbro1 No idea. Normally KOD will post the presentation on their website after the data has been presented. I'd check the KOD homepage under "Events and Presentations". Currently they have the [--] wk data at the top of the page. I'd imagine they'd replace that with the [--] wk data"
X Link 2026-01-30T05:37Z [--] followers, [--] engagements
"@Amstal2 If you have a 1+ year time horizon you should do well at these prices. If the new COO is worth his salt they'll have put together a terrific mgt team that should really do well over the years. GL"
X Link 2026-01-30T15:23Z [--] followers, [--] engagements
"@YGOUCHA Please don't post inaccurate stats.short interest is currently [----] / [--] = 11.68% We'll see soon enough if this current pullback was a great buying opportunity or another rug pull. The retrace back to the secondary isn't all that surprising"
X Link 2026-01-30T22:19Z [--] followers, [--] engagements
"@MarkBanazek On a valuation basis with probably a PE [--] in [----] longer term it sure seems cheap on a valuation basis. Gold down $50+ overnight.if it hits $20 CAN ($14.50 US) Friday I may nibble a little. That's where Wesdome bought back stock in [----] ($14s US).see previous post"
X Link 2026-02-05T08:25Z [--] followers, [--] engagements
"@MarkBanazek No I'm not the friend he mentioned I've never met Bill"
X Link 2026-02-05T20:42Z [--] followers, [--] engagements
"Investor Greats rules"
X Link 2026-02-05T12:09Z [--] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::PG_coffeed