#  @SultanAmeerali Sultan Ameerali Sultan Ameerali posts on X about $groy, $meec, money, business the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::262836747/interactions)  - [--] Week [------] +1,070% - [--] Month [------] +359% - [--] Months [-------] +18% - [--] Year [-------] +286% ### Mentions: [--] [#](/creator/twitter::262836747/posts_active)  - [--] Week [--] +159% - [--] Month [--] +131% - [--] Months [---] -3.40% - [--] Year [---] +177% ### Followers: [-----] [#](/creator/twitter::262836747/followers)  - [--] Week [-----] +0.51% - [--] Month [-----] +0.55% - [--] Months [-----] +5.30% - [--] Year [-----] +26% ### CreatorRank: [---------] [#](/creator/twitter::262836747/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 37.06% [stocks](/list/stocks) 22.38% [cryptocurrencies](/list/cryptocurrencies) 6.99% [countries](/list/countries) 2.8% [technology brands](/list/technology-brands) 2.8% [currencies](/list/currencies) 2.8% [social networks](/list/social-networks) 1.4% [financial services](/list/financial-services) 0.7% [gaming](/list/gaming) 0.7% [exchanges](/list/exchanges) 0.7% **Social topic influence** [$groy](/topic/$groy) #1, [$meec](/topic/$meec) 9.09%, [money](/topic/money) 7.69%, [business](/topic/business) 6.99%, [$bcht](/topic/$bcht) 6.29%, [gold](/topic/gold) 5.59%, [if you](/topic/if-you) 5.59%, [$kgcrf](/topic/$kgcrf) 5.59%, [$vzla](/topic/$vzla) #9, [in the](/topic/in-the) 4.2% **Top accounts mentioned or mentioned by** [@thewealthminer](/creator/undefined) [@latinmines](/creator/undefined) [@1adoy](/creator/undefined) [@ragnarisapirate](/creator/undefined) [@yux](/creator/undefined) [@realmikebarnes](/creator/undefined) [@lovemesexy8](/creator/undefined) [@0525capital](/creator/undefined) [@jsmith8286](/creator/undefined) [@yellowlablife](/creator/undefined) [@marketplunger1](/creator/undefined) [@uzocapital](/creator/undefined) [@itsmyst88](/creator/undefined) [@jtourzan](/creator/undefined) [@wittewitte30](/creator/undefined) [@lars57360069](/creator/undefined) [@markikn](/creator/undefined) [@tednaiman](/creator/undefined) [@vizsla](/creator/undefined) [@brandoliniparg](/creator/undefined) **Top assets mentioned** [Gold Royalty Corp. (GROY)](/topic/$groy) [Bancolombia S.A. (CIB)](/topic/$cib) [GRUPO AVAL ACCIONES Y VALORES S.A. (AVAL)](/topic/$aval) [Invesco Galaxy Ethereum ETF (QETH)](/topic/$qeth) [Ethereum (ETH)](/topic/$eth) [Osisko Gold Royalties Ltd (OR)](/topic/$or) [Royal Gold Inc (RGLD)](/topic/$rgld) [Franco-Nevada Corporation (FNV)](/topic/$fnv) [BullFrog AI Holdings, Inc. (BFRG)](/topic/$bfrg) [Advanced Micro Devices (AMD)](/topic/$amd) [Sui (SUI)](/topic/$sui) [Arthur J. Gallagher & Co. (AJG)](/topic/$ajg) ### Top Social Posts Top posts by engagements in the last [--] hours "@Mark_IKN Forcing full disclosure should put him out of business. But that assumes someone is actually going to enforce this. https://www.ciro.ca/newsroom/publications/joint-canadian-securities-administrators-and-canadian-investment-regulatory-organization-staff https://www.ciro.ca/newsroom/publications/joint-canadian-securities-administrators-and-canadian-investment-regulatory-organization-staff" [X Link](https://x.com/SultanAmeerali/status/2013327197549785356) 2026-01-19T19:06Z [----] followers, [----] engagements "How much of that cash will be left when $VZLA is sued by the families of the victims Or when they have to admit they violated the Patriot Act by paying terrorists Who are they going to pay to build this mine Im pretty sure the rest of the workers and the community hate the company for mishandling the kidnapping and the situation leading up to it Theyre probably considering a class action lawsuit. Name calling is fine. But being on the other end of one of my shorts Thats bad. https://twitter.com/i/web/status/2021727583532912920 https://twitter.com/i/web/status/2021727583532912920" [X Link](https://x.com/SultanAmeerali/status/2021727583532912920) 2026-02-11T23:26Z [----] followers, [----] engagements "The victims are the [--] abductees. Cartel is allegedly criminally responsible. The company has civil liability. @SultanAmeerali Yes. Blame the victims. The cartel did it by the way @SultanAmeerali Yes. Blame the victims. The cartel did it by the way" [X Link](https://x.com/SultanAmeerali/status/2021019922726367717) 2026-02-10T00:34Z [----] followers, [----] engagements "Down another 5% today. No project. No cash flow. Huge impending civil liability. The reason for the situation is tragic but ultimately irrelevant. $VZLA been paying protection money to Mexican cartels. Workers kidpnapped [--] bodies found already. Very sad. Surely this project doesnt move forward. A clear short. $VZLA been paying protection money to Mexican cartels. Workers kidpnapped [--] bodies found already. Very sad. Surely this project doesnt move forward. A clear short" [X Link](https://x.com/SultanAmeerali/status/2021308637956685834) 2026-02-10T19:41Z [----] followers, [----] engagements "Anthony Milewski is on the board. If you're going to buy this turd do some basic due diligence and ask Cobalt [--] investors what it's like to have Anthony Milewski piss in your mouth. I suspect it tastes like piss. Must be an oversight his bio doesn't mention Cobalt [--]. NxGold - Entering the #Uranium Sector: https://t.co/mYwDeTvCd9 https://t.co/ExtbAU71mg NxGold - Entering the #Uranium Sector: https://t.co/mYwDeTvCd9 https://t.co/ExtbAU71mg" [X Link](https://x.com/SultanAmeerali/status/1273945591513522181) 2020-06-19T11:47Z [----] followers, [--] engagements "Work to failure. Get it done in [--] minutes or less. Build just as much muscle and torch fat in the process by optimizing your protein intake. Reading PE diet by @tednaiman taught me how to eat for the first time in my life and saved me from wasting a lot of time during lockdown. Once you reach failure you have created the stimulus for adaptation. Adding more work does not create a bigger stimulus it's just adding muscle damage that needs to be recovered from. Resources for producing an adaptation now must go towards just recovering back to baseline. Once you reach failure you have created the" [X Link](https://x.com/SultanAmeerali/status/1396918772880003072) 2021-05-24T19:59Z [----] followers, [--] engagements "When your bio needs to show mining sector expertise but you dont want new investors Googling your name and Cobalt27 or even Giga Metals The lesson here: its never going to not taste like piss when someone pisses in your mouth" [X Link](https://x.com/SultanAmeerali/status/1436307967310278659) 2021-09-10T12:37Z [----] followers, [--] engagements "The drill holes from $FIL.TO are breaking my spreadsheet. Maybe I should just buy some already" [X Link](https://x.com/SultanAmeerali/status/1484171112120471555) 2022-01-20T14:29Z [----] followers, [--] engagements "#PDAC2022 Is in the books for me. My key takeaway is that were nowhere near the bottom. Too many people and they mostly seemed happy to be there" [X Link](https://x.com/anyuser/status/1537178173187977216) 2022-06-15T21:00Z [----] followers, [--] engagements "Not for the faint of heart. Adding into year end. $ARG.TO $APN.V $MAI.V $AMI.V $CIB $AVAL" [X Link](https://x.com/SultanAmeerali/status/1602493084243222529) 2022-12-13T02:38Z [----] followers, [--] engagements "8K filed at the end of [----] by $MEEC. Settlement is in force and the company now has consistent cash flow for the next few years courtesy of their settlement with $AJG and friends to fund litigation. The CERT defendants don't have a viable case can't drag this out and have been specifically singled out. If previous history holds we will see a settlement before February 26" [X Link](https://x.com/SultanAmeerali/status/1743117115178033597) 2024-01-05T03:48Z [----] followers, [----] engagements "Im a buyer of the $GROY warrants below $1.60 on this mornings selloff: $2.25 strike May [--] [----] expiry Spot gold/copper prices and more assets coming online are the tailwinds. Tether making a tender offer is the free upside. NAVs arent static and these warrants now function like deep ITM call options except the volatility is mis-priced. $6 target price gives you a 3x based on intrinsic value alone. Nailed the idea. My execution sucked and I didnt stick the landing. Sold $GROY way too early in retrospect. The pro-forma MC after warrants are exercised and debentures converted is $1.5B. Even" [X Link](https://x.com/SultanAmeerali/status/1982840713319465393) 2025-10-27T16:04Z [----] followers, [----] engagements "Latest scorecard: Tether owns [--------] common shares of Gold Royalty. Thats approximately 11.7% of $GROY. Everyone still holding is going to do very well on the eventual takeout. News that Tether will invest more in gold: $ELE +17% News that Tether is actually investing more in gold: $VMET.TO -13% Those are today's opposite moves from the Tether gold royalty investments. Gotta love a bull market full of resource investing tourists. News that Tether will invest more in gold: $ELE +17% News that Tether is actually investing more in gold: $VMET.TO -13% Those are today's opposite moves from the" [X Link](https://x.com/SultanAmeerali/status/2017214654867440060) 2026-01-30T12:33Z [----] followers, [----] engagements "Heres to new beginnings. Particularly new beginnings financed by $GROY and $GROY warrants" [X Link](https://x.com/anyuser/status/2017936360494043208) 2026-02-01T12:21Z [----] followers, [----] engagements "Im also short $VROY.V at $3.31. This is unforgivable. $VZLA can order a halt and clarify anytime it wants. 🚨#LTIMAHORA compaeros de mineros asesinados en #Concordia #Sinaloa confirman que desde hace un ao vivan bajo amenazas y la canadiense @vizsla no los protegi. CONFIRMAN adems que los desaparecidos fueron levantados en sus casas y no en su rea de trabajo 👇🏻 👉🏻 Se https://t.co/YLKXDDRNQj 🚨#LTIMAHORA compaeros de mineros asesinados en #Concordia #Sinaloa confirman que desde hace un ao vivan bajo amenazas y la canadiense @vizsla no los protegi. CONFIRMAN adems que los desaparecidos" [X Link](https://x.com/SultanAmeerali/status/2021312899868696693) 2026-02-10T19:58Z [----] followers, [----] engagements "A little late to be selling today but better late than never I guess. Allied Properties is still not a value stock - and it was never AAA downtown office real estate. $AP-U.TO https://ca.finance.yahoo.com/news/allied-properties-units-plunge-more-than-25-reit-to-raise-500m-to-pay-down-debt-153626865.html At this point if you own Allied Properties thinking its a value stock youre clinically retarded. As an exercise plot on a map where all the companies mandating RTO have their towers. And then plot on the same map all the locations of Allieds buildings. https://t.co/5n9t2FjpLB" [X Link](https://x.com/SultanAmeerali/status/2021619296666087634) 2026-02-11T16:16Z [----] followers, [---] engagements "At this point if you own Allied Properties thinking its a value stock youre clinically retarded. As an exercise plot on a map where all the companies mandating RTO have their towers. And then plot on the same map all the locations of Allieds buildings" [X Link](https://x.com/SultanAmeerali/status/1950530912942272681) 2025-07-30T12:16Z [----] followers, [----] engagements "Just replace the word short with long @SultanAmeerali Being short is fine. Going on to message boards and X to work a short shows what a pos you are @SultanAmeerali Being short is fine. Going on to message boards and X to work a short shows what a pos you are" [X Link](https://x.com/SultanAmeerali/status/2022023500572373447) 2026-02-12T19:02Z [----] followers, [---] engagements "I got filled on another chunk of $GROY warrants below $1.60. I'll keep buying as long as they're sitting in this range. Im a buyer of the $GROY warrants below $1.60 on this mornings selloff: $2.25 strike May [--] [----] expiry Spot gold/copper prices and more assets coming online are the tailwinds. Tether making a tender offer is the free upside. NAVs arent static and these warrants now Im a buyer of the $GROY warrants below $1.60 on this mornings selloff: $2.25 strike May [--] [----] expiry Spot gold/copper prices and more assets coming online are the tailwinds. Tether making a tender offer is the" [X Link](https://x.com/SultanAmeerali/status/1983289033355866218) 2025-10-28T21:45Z [----] followers, [----] engagements "Which one of you woke up and started buying $GROY warrants I got filled on another chunk of $GROY warrants below $1.60. I'll keep buying as long as they're sitting in this range. I got filled on another chunk of $GROY warrants below $1.60. I'll keep buying as long as they're sitting in this range" [X Link](https://x.com/SultanAmeerali/status/1983949730271855006) 2025-10-30T17:30Z [----] followers, [----] engagements "Adding some degen to this list. I am still buying $GROY warrants as they drop below $1.50 I am looking into $RGLD LEAPS. Probably out of the money calls paired with some cash secured puts. Precious Royalty interesting again after this pullback. $FNV - the 🐐 reasonably valued with Cobre Panama restart upside $RGLD - post merger Fourmile & Great Bear anchor a solid growth portfolio $EMX / $ELE.V Post merger mid-tier with tether capital Precious Royalty interesting again after this pullback. $FNV - the 🐐 reasonably valued with Cobre Panama restart upside $RGLD - post merger Fourmile & Great" [X Link](https://x.com/SultanAmeerali/status/1985771909384945866) 2025-11-04T18:11Z [----] followers, [----] engagements "If Tether wants to own $GROY it can spend its $3-billion in quarterly cash flow on a tender offer. Buy some warrants $5 is the new floor. GOLD ROYALTY ADOPTS SHAREHOLDER RIGHTS PLAN - $GROY.US CEOCA Breaking News https://t.co/pvizWvprA4 GOLD ROYALTY ADOPTS SHAREHOLDER RIGHTS PLAN - $GROY.US CEOCA Breaking News https://t.co/pvizWvprA4" [X Link](https://x.com/SultanAmeerali/status/1986294257897087161) 2025-11-06T04:47Z [----] followers, [----] engagements "First thing: Hook this chart into my veins. Second thing: $GROY debentures and warrants are so deep in the money Id argue the pro-forma market cap is closer to $1.1B. That pro-forma MC complicates a Tether-backed takeover of $GROY unless they move relatively quickly. If anyone is interested: My updated mining Royalty/Streaming and Generator list (order by MCap) ex OG. Missing any important cos Shoehorned DC-A into the generators. https://t.co/XKf8Dm5fcN If anyone is interested: My updated mining Royalty/Streaming and Generator list (order by MCap) ex OG. Missing any important cos Shoehorned" [X Link](https://x.com/SultanAmeerali/status/1993012417631072754) 2025-11-24T17:42Z [----] followers, [----] engagements "The $GROY debenture conversion added [--------] shares that are now controlled by a company director diluting Tethers stake by almost 15% in the process. https://www.prnewswire.com/news-releases/gold-royalty-announces-amended-and-upsized-revolving-credit-facility-of-up-to-us100-million-and-elimination-of-debt-302626215.html https://www.prnewswire.com/news-releases/gold-royalty-announces-amended-and-upsized-revolving-credit-facility-of-up-to-us100-million-and-elimination-of-debt-302626215.html" [X Link](https://x.com/SultanAmeerali/status/1993550791471427997) 2025-11-26T05:22Z [----] followers, [----] engagements "$GROY performance since announcing it converted its debentures to shares and is debt free as a result. Either the market woke up to the value or Tether has no impulse control. I suspect its the latter" [X Link](https://x.com/SultanAmeerali/status/1995516220888711603) 2025-12-01T15:31Z [----] followers, [----] engagements "$GROY says the royalty generated the "equivalent to approximately [----] gold equivalent ounces at an average gold price of $2811 per ounce" over a 12-month period. Some very crude math: At $4200 those same [----] GEOs would spit out $11.7-million in EBIT. GOLD ROYALTY TO ACQUIRE PRODUCING PEDRA BRANCA GOLD AND COPPER ROYALTY $GROY https://t.co/XopK07qfwJ GOLD ROYALTY TO ACQUIRE PRODUCING PEDRA BRANCA GOLD AND COPPER ROYALTY $GROY https://t.co/XopK07qfwJ" [X Link](https://x.com/SultanAmeerali/status/1997941223240397071) 2025-12-08T08:08Z [----] followers, [----] engagements "For a normal company you would be correct. But this is $GROY the company thats doused its retail shareholder base in gasoline and set them on fire over the last five years. PTSD is real. Think of this as the continuing turnover of the shareholder register from Katusa/retail to institutional. https://twitter.com/i/web/status/1998084793938976816 https://twitter.com/i/web/status/1998084793938976816" [X Link](https://x.com/SultanAmeerali/status/1998084793938976816) 2025-12-08T17:38Z [----] followers, [---] engagements "I have a Bullfrog AI boner. Bulked up my $BFRG position in the mid [--] cent range (averaging down from an initial buy in the $1.30 range). Recurring revenue from the CRO deal will reduce cash burn. Validation of the tech coming from their work on pancreatic cancers. $BFRG isnt a traditional biotech its a prospect generator for busted biotechs. Youre getting significant IP value and potential earnings power for less than $10mm in market cap. https://twitter.com/i/web/status/2008991409551069471 https://twitter.com/i/web/status/2008991409551069471" [X Link](https://x.com/SultanAmeerali/status/2008991409551069471) 2026-01-07T19:57Z [----] followers, [----] engagements "I liquidated these $GROY warrants for a 75% gain. I could tell you my gold exposure is too high and that would be true but I am getting married (again) at the end of the month. Catering centrepieces clothes and honeymoons - among other things- dont pay for themselves. Theres a healthy surplus I am using to avg down on $BFRG and start building some Lithium and nickel exposure. I got filled on another chunk of $GROY warrants below $1.60. I'll keep buying as long as they're sitting in this range. I got filled on another chunk of $GROY warrants below $1.60. I'll keep buying as long as they're" [X Link](https://x.com/SultanAmeerali/status/2010784659865514150) 2026-01-12T18:43Z [----] followers, [----] engagements "@1_adoy Until that Dundee deal this week I was willing to give $GROY the benefit of the doubt that capital allocation had changed. It has not changed" [X Link](https://x.com/SultanAmeerali/status/2012669892466548984) 2026-01-17T23:34Z [----] followers, [---] engagements "You nailed it. $GROY stock is undervalued IMO. Taurus took half the deal and paid cash. $GROY paid mostly stock for its half of the deal. Taken in aggregate with the $4 offering to help finance Pedra Branca you can justify the purchases on a mathematical basis as accretive but this isnt a management team that should get the benefit of the doubt. Particularly when they can sit there do nothing and fall into 30K GEOs. (Great deal for Dundee BTW. They get the shares and theyve funded their commitments to $WHN.V) https://twitter.com/i/web/status/2012960130476744819" [X Link](https://x.com/SultanAmeerali/status/2012960130476744819) 2026-01-18T18:47Z [----] followers, [---] engagements "Im going to posit a theory Since Tether has announced its stake in $GROY they have done the following. Converted $40mm of debt to equity putting new shares with Queens Road Capital and Taurus. Bought Pedra Blanca royalty funded with a bought deal putting $103.5mm in new shares into institutional hands including BlackRock. Put $15mm in shares with Jonathon Goodman as part of the purchase of the capped Borborema royalty from Dundee. The deals are accretive sure. But they also put stock with shareholders likely to back management in getting full value from Tether if/when the time comes. ofc" [X Link](https://x.com/SultanAmeerali/status/2013122695920034209) 2026-01-19T05:33Z [----] followers, [----] engagements "Sold these $AMD calls at $84. Nice capital gain $69. 460% return and pre-tax IRR of 226% I'll be holding my common. I'm deploying the profits into lithium and nickel plays. One more and then Im really going back on vacation. New position: Long $AMD December [----] calls $190 strike Interesting with all the carnage that AMD is up today. One more and then Im really going back on vacation. New position: Long $AMD December [----] calls $190 strike Interesting with all the carnage that AMD is up today" [X Link](https://x.com/SultanAmeerali/status/2014035643093913718) 2026-01-21T18:01Z [----] followers, [----] engagements "Which one of you sold me your $ORCL.V under [--] cents" [X Link](https://x.com/SultanAmeerali/status/2016958544478708213) 2026-01-29T19:36Z [----] followers, [----] engagements "There are probably lots of sellers that are trying to sell their properties right now that are in a somewhat desperate situation and theyre a month away from power of sale but youd never know that because theyre not going to disclose that in the property listing." https://ca.finance.yahoo.com/news/power-of-sale-listings-spike-across-ontario-piling-pressure-on-housing-market-120000243.html https://ca.finance.yahoo.com/news/power-of-sale-listings-spike-across-ontario-piling-pressure-on-housing-market-120000243.html" [X Link](https://x.com/SultanAmeerali/status/2019520186081067138) 2026-02-05T21:15Z [----] followers, [---] engagements "Vizsla being dual-listed in New York will face civil lawsuits in US courts. This is Loewen Group all over again. There's also the criminal investigations in Mexico that'll put their business practices on the dissecting table. And I can't imagine all this will do much for their social licence to operate. This is gonna end up BAD you do not wanna let this shit play out. https://t.co/ub6DRLnFti This is gonna end up BAD you do not wanna let this shit play out. https://t.co/ub6DRLnFti" [X Link](https://x.com/SultanAmeerali/status/2020961959563108478) 2026-02-09T20:44Z [----] followers, 21.3K engagements "I'm short $VZLA at $4.17. Vizsla being dual-listed in New York will face civil lawsuits in US courts. This is Loewen Group all over again. There's also the criminal investigations in Mexico that'll put their business practices on the dissecting table. And I can't imagine all this will do much for their Vizsla being dual-listed in New York will face civil lawsuits in US courts. This is Loewen Group all over again. There's also the criminal investigations in Mexico that'll put their business practices on the dissecting table. And I can't imagine all this will do much for their" [X Link](https://x.com/SultanAmeerali/status/2020962481829745104) 2026-02-09T20:46Z [----] followers, [----] engagements "@BrandoliniP_ARG If someone had made a ransom payment presumably these workers would still be alive. Are you referring to the alleged extortion payments to the cartel" [X Link](https://x.com/SultanAmeerali/status/2020969307698757851) 2026-02-09T21:13Z [----] followers, [---] engagements "$VZLA is a zero. If you believe Panuco will be a mine one day buy it when it emerges from bankruptcy under a new owner. Company calls [---] on 1/23 proceeds to do nothing else. Attorney General now seeking out directors. This is. Something. $vzla https://t.co/xaLtcKqOq5 https://t.co/aCCKyx8tPZ Company calls [---] on 1/23 proceeds to do nothing else. Attorney General now seeking out directors. This is. Something. $vzla https://t.co/xaLtcKqOq5 https://t.co/aCCKyx8tPZ" [X Link](https://x.com/SultanAmeerali/status/2021621688501461187) 2026-02-11T16:25Z [----] followers, [----] engagements "@TheWealthMiner @0525capital $VROY has a market cap of $242mm CAD as of this morning. I don't see why anyone would inject capital into it at a valuation above $50mm. A buyer can wait and let it bleed out" [X Link](https://x.com/SultanAmeerali/status/2021631348163871074) 2026-02-11T17:04Z [----] followers, [---] engagements "@TheWealthMiner @0525capital That cash is as good as gone once the families sue. Or they can just hand it to the families now and hope it's enough (it's not)" [X Link](https://x.com/SultanAmeerali/status/2021641568088993798) 2026-02-11T17:44Z [----] followers, [---] engagements "Company had an opportunity to deny knowledge of any bribery or explicitly state no bribery took place. $VZLA remains a zero. Work can't move forward -- and their cash balance won't survive criminal and securities regulator investigations across three jurisdictions not to mention civil lawsuits. Price reaction post news release tells you what institutions think about telling their LPs they own this stock. @MiningDiscover Oops Looks like they forgot to add a line actually denying that bribery took place. $VZLA @MiningDiscover Oops Looks like they forgot to add a line actually denying that" [X Link](https://x.com/SultanAmeerali/status/2022022798290333980) 2026-02-12T18:59Z [----] followers, [----] engagements "@JSmith8286 The dual listing in New York really bites them here. It gives the victims standing to sue in US courts. Dont look at the situation today extrapolate what we know to the logical conclusion 12-24 months from now" [X Link](https://x.com/SultanAmeerali/status/2022264584027910529) 2026-02-13T11:00Z [----] followers, [--] engagements "@IQ_Micro1968 DeFi Technologies looks good down here. Hasnt moved with the crypto market but youd assume AUM is up" [X Link](https://x.com/SultanAmeerali/status/1965050189041082770) 2025-09-08T13:50Z [----] followers, [---] engagements "My latest on the 'Stack: Beaver Creek notes specifically in relation to the Tether elephant that has entered the room. Also buys and sells. $LODE lives Other tickers mentioned: $FISH.V $GROY $MKO.V $REG.V $NGEX.TO $BYN.V $STRR.V $KFR.V $OGN.V $MFG.V $ALS.TO $OGN.V" [X Link](https://x.com/SultanAmeerali/status/1967267952442417545) 2025-09-14T16:43Z [----] followers, [----] engagements "@LeveragedLayman 🎯 Someone explain this to the office REIT bagholders who live in the sticks and have never used GTA transit in their life. Unless youre in a golden cage (govt worker CBC older exec level) youll walk" [X Link](https://x.com/SultanAmeerali/status/1974119720350859475) 2025-10-03T14:29Z [----] followers, [--] engagements "This is still an easy hold. $AMD is a trillion dollar business Im buying more $AMD on the dip. Its the clear open-source alternative to CUDA/Nvidia and isnt getting credit for the large chuck of the AI chip market itll end up with. If I could stuff more into my TFSA and forget about it I would. https://t.co/fhWpctFU38 Im buying more $AMD on the dip. Its the clear open-source alternative to CUDA/Nvidia and isnt getting credit for the large chuck of the AI chip market itll end up with. If I could stuff more into my TFSA and forget about it I would. https://t.co/fhWpctFU38" [X Link](https://x.com/SultanAmeerali/status/1975251917031747810) 2025-10-06T17:28Z [----] followers, [----] engagements "@try2getbye More like wen buyout. Change of control payments are there for the taking" [X Link](https://x.com/SultanAmeerali/status/1976043621154754977) 2025-10-08T21:54Z [----] followers, [--] engagements "@latinmines This is a great trade. Captured the upside without sticking around to see if Pan can support multiple mine builds. I understand the metals bull market argument but I am with you on profit harvesting at every opportunity" [X Link](https://x.com/SultanAmeerali/status/1978515943018910163) 2025-10-15T17:38Z [----] followers, [---] engagements "Great take on short selling. Bill Ackman should take notes. https://x.com/michaelbatnick/status/718490325338218496 Einhorn and Buffett discuss short selling from Fooling Some of the People All of the Time. https://t.co/qfkRLA1HZY https://x.com/michaelbatnick/status/718490325338218496 Einhorn and Buffett discuss short selling from Fooling Some of the People All of the Time. https://t.co/qfkRLA1HZY" [X Link](https://x.com/SultanAmeerali/status/718794472058986496) 2016-04-09T13:35Z [----] followers, [--] engagements "With the recent price appreciation and some aggressive warrant buying after the recent equity raise this is now my largest position. Its a multi bagger already but there is room to run if you happen to believe in the web3 ecosystem and Ethereum [---] Long $QETH $ETHC and $ETHC.WT I don't talk about crypto at all because I don't need the online aggravation that comes from either side. But I've exercised warrants to build a large starter position in Ether Capital. With the price move in Ether $ETHC has moved past the 'melting ice cube' stage I don't talk about crypto at all because I don't need" [X Link](https://x.com/SultanAmeerali/status/1382393596779827204) 2021-04-14T18:01Z [----] followers, [--] engagements "Why I'm long $QETH $ETHC and $ETHC.WT instead of just buying $ETH: [--]. The commodity-like nature of #Ethereum is no different than speculating in nat gas or copper. I want leverage on the price and I have about as much practical use for Ethereum as I do a barrel of oil" [X Link](https://x.com/SultanAmeerali/status/1382905898432090117) 2021-04-16T03:57Z [----] followers, [--] engagements "@capehope88 Different ways to play the underlying commodity. $QETH tracks price. $ETHC warrants offer leverage and $ETHC common is a low-risk option on the upside of staking. If $ETH blows through $10K I don't think I'll have any problems selling. CSE-listed BTC proxies have gone parabolic" [X Link](https://x.com/SultanAmeerali/status/1384651579823898626) 2021-04-20T23:33Z [----] followers, [--] engagements "Gave my website a fresh coat of paint and will be writing more regularly going forward. Latest post is the risk/reward in continuing to hold one of my losers. $MOX.V https://www.consolidatedrock.com/2021/05/05/im-the-ultimate-bagholder-on-morien-resources/ https://www.consolidatedrock.com/2021/05/05/im-the-ultimate-bagholder-on-morien-resources/" [X Link](https://x.com/SultanAmeerali/status/1390549701678751744) 2021-05-07T06:10Z [----] followers, [--] engagements "@BrownMarubozu I think investors just like the other Canadian options better. Id rank them as follows: [--]. Flatt: $BAM [--]. Leonard: $CSU [--]. Schwartz: $ONEX [--]. Watsa: $FFH [--]. Armoyan: $CKI Theres no way to get the full Jimmy Pattison experience. $POW is doing some interesting things with tech" [X Link](https://x.com/SultanAmeerali/status/1434330898724425732) 2021-09-05T01:41Z [----] followers, [--] engagements "Thinking of buying an Osisko company Keep this chart handy. 5-year return: $FNV +139.5% $WPM +137.6% $RGLD +109.3% $SAND +92.3% $OR +29% These guys are the assmen of the royalty sector. They managed to mess up a business model that only requires them to cash a cheque. @SultanAmeerali This is an abusive relationship I need to get out of @SultanAmeerali This is an abusive relationship I need to get out of" [X Link](https://x.com/SultanAmeerali/status/1506117674513932292) 2022-03-22T03:56Z [----] followers, [--] engagements "$ARKK After years of trouncing the market and just days after Cathie Wood issued a broadside against passive investing her flagship ARK Innovation ETF now looks set to give up all the outperformance it once enjoyed against the S&P [---] Index" [X Link](https://x.com/SultanAmeerali/status/1523905869511016451) 2022-05-10T06:00Z [----] followers, [--] engagements "@1_adoy Thats how they keep luring you back. Stay strong" [X Link](https://x.com/SultanAmeerali/status/1527706008658882561) 2022-05-20T17:41Z [----] followers, [--] engagements "I hope Stelco shareholders are paying attention. That SIB wasn't to help you. The take under is real and it's coming for $STLC $20.73 is too low for $RECP.to. Nice deal if Prem can get it but Ill be voting against it. $20.73 is too low for $RECP.to. Nice deal if Prem can get it but Ill be voting against it" [X Link](https://x.com/SultanAmeerali/status/1557063737164587009) 2022-08-09T17:58Z [----] followers, [--] engagements "I want to like $DRR.AX at these prices but that's a lot of mgmt bloat for a cheque-collecting business. Particularly since they don't believe in accretive M&A. A merger with $LIF.TO makes too much sense so it won't happen - don't need two managers to cash royalty cheques" [X Link](https://x.com/SultanAmeerali/status/1575563901324107776) 2022-09-29T19:11Z [----] followers, [--] engagements "@YellowLabLife Sounds like it's time to check the $OR https://youtu.be/ZV7aOnX7XeEt=15 https://youtu.be/ZV7aOnX7XeEt=15" [X Link](https://x.com/SultanAmeerali/status/1589524051718205440) 2022-11-07T07:44Z [----] followers, [--] engagements "@marketplunger1 $AVAL and $CIB" [X Link](https://x.com/SultanAmeerali/status/1600192247152414720) 2022-12-06T18:15Z [----] followers, [--] engagements "Part [--] of my [----] portfolio postmortem focuses on oil gas and giraffes. Long: $PBR $MEG.TO $PBT $PHX $SDE.TO $SRR.V $YAK.V $AMI.V. https://open.substack.com/pub/consolidatedrock/p/welcome-postutm_source=direct&r=zs81&utm_campaign=post&utm_medium=web https://open.substack.com/pub/consolidatedrock/p/welcome-postutm_source=direct&r=zs81&utm_campaign=post&utm_medium=web" [X Link](https://x.com/SultanAmeerali/status/1611072893097500673) 2023-01-05T18:51Z [----] followers, [----] engagements "Also long Colombian banks: $CIB $AVAL Nitrogen fertilizer: $UAN Lots of land: $GDC.TO $SUI Odds and ends but I like $QRTH.TO right here" [X Link](https://x.com/SultanAmeerali/status/1611073736257462285) 2023-01-05T18:54Z [----] followers, [---] engagements "@TheWealthMiner I wish I had saved it. But the chart of $OR returns vs $RZZ.V returns is striking considering they're both built on top of a Malartic royalty" [X Link](https://x.com/SultanAmeerali/status/1644000799100469248) 2023-04-06T15:35Z [----] followers, [---] engagements "Im out of $PBT at $24. Ill have to pay the short term cap gains tax so not as impressive as it initially appears. $SPG.TO reports in two weeks. I want some dry powder handy assuming the turnaround is progressing as expected. My stink bid just filled on $PBT. If I am going to own stocks in this environment I want a fire sale price and/or I want to get paid. I get both here. if you like $FRU.TO look into $PBT https://t.co/0wPs4x3mfW My stink bid just filled on $PBT. If I am going to own stocks in this environment I want a fire sale price and/or I want to get paid. I get both here. if you like" [X Link](https://x.com/SultanAmeerali/status/1686539644299567104) 2023-08-02T00:49Z [----] followers, [----] engagements "Used the holiday trading lull to add to $MEEC. Averaged up significantly into a full position to take the rest of the ride. Was bumping along around the low 90s and I was scooping up shares. Not sure what changed at noon - price and volume both surged" [X Link](https://x.com/SultanAmeerali/status/1727772077921280510) 2023-11-23T19:32Z [----] followers, [----] engagements "With the dividends factored in Kazatomprom generated a 15.1% CAGR. That's an appalling bad return given the grief I went through to buy $KAP.IL the opportunity cost of buying KAP instead of the Sprott Uranium Trust and the taxes. With Kazatomprom's production issues rotating into the physical commodity makes the most sense for the least amount of work. If I'm going to panic sell I want to sell first" [X Link](https://x.com/SultanAmeerali/status/1751855951903142331) 2024-01-29T06:33Z [----] followers, [---] engagements "$MEEC seems to be down because tourists didn't really understand what they own. Nobody likes cheap options for management but in this case a man looking out for his own interests is a man that can be counted on. Happy to add in the 70s given what I think a settlement looks like" [X Link](https://x.com/SultanAmeerali/status/1751855953308246252) 2024-01-29T06:33Z [----] followers, [----] engagements "Thats the way I read it too. I think the best way to model $MEEC or anything that depends on the courts is by using a probability-based framework. Payments over time are worth less than lump sum payments today but they are obviously worth something. Bottom line: I dont see a likely scenario where $MEEC walks away with [--] cents on the dollar or less and the stock takes a massive haircut from here" [X Link](https://x.com/SultanAmeerali/status/1753212226247278891) 2024-02-02T00:22Z [----] followers, [---] engagements "$MEEC is a classic Pabrai stock. There's high uncertainty of the outcome because of the number of variables in play. However there's low risk of any of those outcomes or combination of outcomes leading to a permanent impairment of value. The legal outcome isn't binary so this isn't JetBlue/Spirit. We're handicapping the size and structure of a settlement not whether there will be any financial windfall at all. I've valued the future business prospects at zero but you could underwrite the current value of the company using only the settlement or only the new licensing revenue. MEEC offers lots" [X Link](https://x.com/SultanAmeerali/status/1754735099206045846) 2024-02-06T05:13Z [----] followers, [----] engagements "The $MEEC I purchased in the low 70s was sold last week in the low to mid 90s. I still own a large position and believe in the outcome of the litigation. Just a little risk management to make sure I don't end up living in your tool shed if I'm wrong. I don't do long-term margin. A nice payday while waiting for something more. Been mostly off the bird app recently travelling + dealing with a suspected case of Covid. Recap of recent buys/sells . Sold: Kazatomprom $KAP.IL Added: Midwest Energy (avg up) $MEEC Salazar Resources (avg down) $SRL.V Vulcan Minerals (avg down) $VUL.V Bought: Kenorland" [X Link](https://x.com/SultanAmeerali/status/1757093105533178110) 2024-02-12T17:23Z [----] followers, [----] engagements "I suspect the trial is about limiting damages. Either betting on a jury coming in low or dragging this out on appeal to contain liability to the LLC. If CERT does limit liability to the LLC they probably consider that a big win. CERT wants to lose small. $MEEC wants to win big" [X Link](https://x.com/SultanAmeerali/status/1762338506188231117) 2024-02-27T04:46Z [----] followers, [---] engagements "Great returns. No brain damage required. AtkinsRealis (The former SNC-Lavalin) has been the fattest pitch in the TSX60 for more than a year. Theres more room to run: record free cash flow deleveraged balance sheet Nuclear and IRA tailwinds feeding record backlog Expect $ATRL.TO to hit $70 once everything LSTK rolls off. $ATRL.TO common and options has grown into one of my largest positions. The former SNC-Lavalin continues its transition into a free cash flow machine. LSTK projects to roll off as the services backlog and revenues hit record highs. $ATRL.TO https://t.co/zFVJ2VjJP2" [X Link](https://x.com/SultanAmeerali/status/1767346635489628335) 2024-03-12T00:27Z [----] followers, [----] engagements "@NegativeConvex I don't think it's an investible stock. I don't like the management team or their capital allocation track record. As a potential takeover target I'd rather own Orogen Elemental or Osisko Royalties" [X Link](https://x.com/SultanAmeerali/status/1783190152531120145) 2024-04-24T17:43Z [----] followers, [---] engagements "This $ETHC trade was there for anyone who read the MD&A. And you didn't even have to hold for almost four years like I did. I'll continue holding post ETF conversion as there's no taxable event. I want my $15-$17 - and I want to wait out Trudeau. Maybe the next guy reverses the CGT hike. https://www.businesswire.com/news/home/20240502440170/en/Ether-Capital-Announces-Conclusion-of-its-Strategic-Review-and-Enters-into-an-Agreement-with-Purpose-Unlimited-to-Convert-into-a-Staking-Ether-ETF Heading into year four of holding Ether Capital. $ETHC is a stripped down staking pool these days after a" [X Link](https://x.com/SultanAmeerali/status/1786277907913925069) 2024-05-03T06:13Z [----] followers, [----] engagements "Finished a little portfolio cleanup with Canadian markets closed: Sold $KSPI $KSPI.IL $SUI $IREN Kaspi provided a cromulent double-digit IRR over. Took a haircut on Sun but decided to not let my dream of one day owning a trailer park blind me to the fact this is dead money. Iris Energy was the multi-bagger that makes doing all this worthwhile. Added $ASPI I'm not sure why the train has left the station but it has and I don't want to get left behind. Nuclear technology Uranium mining New Position $AMD The CFA exam is a month from today. Been wasting less time on Twitter while getting ready but" [X Link](https://x.com/SultanAmeerali/status/1792645330695045248) 2024-05-20T19:55Z [----] followers, [----] engagements "The online cheering section seems to have disappeared for $MEEC but this is still a high-conviction position even if it's taking a little longer than I expected. Just posted a very solid quarter and the free call option on treble damages is still in play. I still value the continuing water treatment business at zero but management now understands it's in the penalty box. $MEEC is made a good hire and taking other steps to prove me wrong" [X Link](https://x.com/SultanAmeerali/status/1792648053687529919) 2024-05-20T20:06Z [----] followers, [----] engagements "We're on our way. Based on the 20% price surge in Ether over the weekend $ETHC is poised to open above $6 tomorrow. Looks like Ether ETF approval coming as early as Wednesday from the SEC. This $ETHC trade was there for anyone who read the MD&A. And you didn't even have to hold for almost four years like I did. I'll continue holding post ETF conversion as there's no taxable event. I want my $15-$17 - and I want to wait out Trudeau. Maybe the next guy reverses the This $ETHC trade was there for anyone who read the MD&A. And you didn't even have to hold for almost four years like I did. I'll" [X Link](https://x.com/SultanAmeerali/status/1792718586974441496) 2024-05-21T00:46Z [----] followers, [---] engagements "@GreenbergEnt @me2cenvironment @ASPIsotopes @BIGtoken_App Chris is the chairman of $MEEC. Would he be willing to do a Twitter spaces with myself and @ragnarisapirate After the damages are determined I'd love to hear his views on the road forward and how the company moves past recent communications and executional missteps" [X Link](https://x.com/SultanAmeerali/status/1803644072516608479) 2024-06-20T04:20Z [----] followers, [---] engagements "Im a $MEEC shareholder. Either the company did nothing of note or this is just the worst written news release Ive seen in a long time. You get to put your progress forward to investors every [--] days. Why not call out the wins specifically and more aggressively ME2C Environmental Reports Second Quarter [----] Financial Results $MEEC $MEEC.CA $MEEC.V @https://twitter.com/ #climatechange #envirotech #greenenergy #MEEC #smallcaps #Energy #EnergyMetals #Environment #EnvironmentalServices #Technology #Earnings https://t.co/tsMWJNFvq7 ME2C Environmental Reports Second Quarter [----] Financial Results" [X Link](https://x.com/SultanAmeerali/status/1823164633345065044) 2024-08-13T01:08Z [----] followers, [----] engagements "@ragnarisapirate haha. All good. No offence taken so no apology necessary. I think we're all suffering from some $MEEC PTSD. The sooner these lawsuits are settled the sooner we can get our $3/share and move onto other business" [X Link](https://x.com/SultanAmeerali/status/1823198027583983813) 2024-08-13T03:20Z [----] followers, [---] engagements "@marketplunger1 @alluvialcapital You were talking about $HRBR when you read the investor letter. I'd be interested in hearing more on deciding when something isn't working - and the mechanics of getting out. These aren't liquid positions with a lot of newsflow: often one man's BTD noise is another's sell signal" [X Link](https://x.com/SultanAmeerali/status/1828841556864074229) 2024-08-28T17:06Z [----] followers, [---] engagements "Did some buying while everyone else was at the mall. $PSIX on the Nasdaq uplisting today. This is a new position. Over the past month $SGLD.TO has been my tax loss buying bargain. It converts to .693 of a $MAI.V share after Januarys shareholder vote" [X Link](https://x.com/SultanAmeerali/status/1872320193822921127) 2024-12-26T16:34Z [----] followers, [----] engagements "Also been adding more $BCHT to my already overstuffed position. The former $MEEC gets paid treble damages in a few weeks" [X Link](https://x.com/SultanAmeerali/status/1872320196314366423) 2024-12-26T16:34Z [----] followers, [----] engagements "Trump tariff threats should be taken seriously. But not literally. Hes been using the same negotiating tactics for [--] years. Self interest will prevail and $EWW below $50 will be seen as a gift. (I plan to buy some call options) Interesting thought experiment. What is one trade investment or theme that will look obvious by this time next year Interesting thought experiment. What is one trade investment or theme that will look obvious by this time next year" [X Link](https://x.com/SultanAmeerali/status/1873025108136345646) 2024-12-28T15:15Z [----] followers, [----] engagements "Partner funded. With the entire MC of $KLD.V back stopped by the Frotet royalty. Following up on the grassroots gold discovery we made in [----] where we intersected 157m at [----] g/t Au through a mineralized intrusion (blind discovery) on a small maiden program. Now we step out along strike + test other targets in the area. Funded by Newmont. $KLD.v Following up on the grassroots gold discovery we made in [----] where we intersected 157m at [----] g/t Au through a mineralized intrusion (blind discovery) on a small maiden program. Now we step out along strike + test other targets in the area. Funded" [X Link](https://x.com/SultanAmeerali/status/1891946382379852173) 2025-02-18T20:22Z [----] followers, [----] engagements "More settlements to come. And the other cases have been consolidated so this isn't a legal fight in multiple jurisdictions draining resources. $BCHT https://ir.birchtech.com/news-events/press-releases/detail/683/birchtech-secures-new-agreement-with-power-utility-from-arizona-litigation https://ir.birchtech.com/news-events/press-releases/detail/683/birchtech-secures-new-agreement-with-power-utility-from-arizona-litigation" [X Link](https://x.com/SultanAmeerali/status/1892602818705396000) 2025-02-20T15:50Z [----] followers, [---] engagements "@TREK_Broker @ragnarisapirate And the rest of the cases have been consolidated in Iowa's SD. Divide and conquer strategy won't work. This likely isn't the long and drawn out process that's priced into $BCHT stock" [X Link](https://x.com/SultanAmeerali/status/1892605465466405214) 2025-02-20T16:01Z [----] followers, [---] engagements "Bought some $KFR.V Also bought a small piece of $BCBN below [--] cents while I do more due diligence. Interactive Brokers is letting me lend those shares out for 20% which has to be some kind of mistake but I will take it" [X Link](https://x.com/SultanAmeerali/status/1905665655673602129) 2025-03-28T16:57Z [----] followers, [---] engagements "$KGCRF now [--] cents and not close to fair value. Still one of the best risk/reward setups in the gold sector" [X Link](https://x.com/SultanAmeerali/status/1920538860301201880) 2025-05-08T17:58Z [----] followers, [----] engagements "@James_Duade A deal with an industrial carbon emitter could change the perception of the business model and the $BCBNF overnight. Theyve hinted at this during investor meetings and calls. Good risk/reward setup" [X Link](https://x.com/SultanAmeerali/status/1920927435052167352) 2025-05-09T19:42Z [----] followers, [---] engagements "We're running now like only a microcap derivative can . on less than $50K in daily volume. $KGCRF $KGCRF now [--] cents and not close to fair value. Still one of the best risk/reward setups in the gold sector. https://t.co/WatYFuRE8V $KGCRF now [--] cents and not close to fair value. Still one of the best risk/reward setups in the gold sector. https://t.co/WatYFuRE8V" [X Link](https://x.com/SultanAmeerali/status/1925746313800327563) 2025-05-23T02:51Z [----] followers, [----] engagements "Going to be moving over to the stack until the glitches are sorted. Maybe longer. Looks like my posts and DMs for the last two days havent actually gone through. Anyway I trimmed $LEU above $115 this week. Also peeled off a tiny piece of $KGCRF above [--]. https://twitter.com/i/web/status/1926288225615671512 https://twitter.com/i/web/status/1926288225615671512" [X Link](https://x.com/SultanAmeerali/status/1926288225615671512) 2025-05-24T14:44Z [----] followers, [---] engagements "My two cents is the market is putting a very healthy management discount on $BCHT. Its taken a while to get to this point with several missteps along the way including but not limited to the TSX listing and the debt restructuring deal. The thing to remember is that none of that matters once the judge rules on damages. $BCHT is a when situation not an if situation" [X Link](https://x.com/SultanAmeerali/status/1936470705312350445) 2025-06-21T17:06Z [----] followers, [---] engagements "Summary: Added: Undisclosed royaltyco (new position) Comstock Inc. (avg up) Undisclosed preferred share (new position) Sold: Sailfish Royalty (exited position) Elemental Altus (exited position)" [X Link](https://x.com/SultanAmeerali/status/1936811953260732569) 2025-06-22T15:42Z [----] followers, [---] engagements "For the love of god please tell me this is going to make $UAN go up. Becoming clear Uncle Carl doesn't have his fastball anymore and there's no takeover coming. For those saying today's threats of tariffs on Russia don't matter because the US "doesn't trade with Russia" look to the #fertilizer sector. Russia is our top origin for both #urea & #UAN imports with their market share growing substantially in recent years. #oatt https://t.co/As3izArRy5 For those saying today's threats of tariffs on Russia don't matter because the US "doesn't trade with Russia" look to the #fertilizer sector. Russia" [X Link](https://x.com/SultanAmeerali/status/1944850340567810394) 2025-07-14T20:03Z [----] followers, [----] engagements "@1_adoy Do this long enough and everything rhymes. The resemblance of this setup to $KGCRF was uncanny. Besides after missing on $SSL.TO I wasnt going to let management keep me out of another torqued multibagger" [X Link](https://x.com/SultanAmeerali/status/1947108464024596854) 2025-07-21T01:36Z [----] followers, [---] engagements "Portfolio updates: Sold $UAN (18% gain over multi-year holding period but with more than $60 in taxable distributions. This didnt work and the Icahn put could be gone) $MLX.AX (16% gain was a mistake to get back in. Greentech bid failed. Cash rich but I dont understand the corporate strategy. Im no tin baron.) Bought $MFG.V (new pos). Starter position while I learn more about the company. Was really impressed with the Money of Mine/YAVB interviews. $NGEX.TO (new pos). Wheres my royalty $LODE (avg. up) https://twitter.com/i/web/status/1948774302280560722" [X Link](https://x.com/SultanAmeerali/status/1948774302280560722) 2025-07-25T15:56Z [----] followers, [----] engagements "This is huge. $FATBP Cc: @Uzocapital @1035_Capital https://ir.fatbrands.com/news/news-details/2025/U-S--Department-of-Justice-Drops-All-Charges-Against-Andrew-Wiederhorn-FAT-Brands-William-Amon-and-Rebecca-Hershinger/default.aspx https://ir.fatbrands.com/news/news-details/2025/U-S--Department-of-Justice-Drops-All-Charges-Against-Andrew-Wiederhorn-FAT-Brands-William-Amon-and-Rebecca-Hershinger/default.aspx" [X Link](https://x.com/SultanAmeerali/status/1950362377498546294) 2025-07-30T01:06Z [----] followers, [----] engagements "I will see your $KGCRF gloating and raise you a $GROY.WT Microcap derivatives theyre a wonderful thing. Today $KGCRF traded $1.00 USD That's the leaf of wisdom and gloating off the eucalyptus tree today Today $KGCRF traded $1.00 USD That's the leaf of wisdom and gloating off the eucalyptus tree today" [X Link](https://x.com/SultanAmeerali/status/1953156701714039145) 2025-08-06T18:10Z [----] followers, [----] engagements "The intrinsic value of $KGCRF is now hovering around CAD$4. [-----] x $30 = $3.99 If you can deal with the illiquidity still incredible value on a risk/reward basis" [X Link](https://x.com/SultanAmeerali/status/1963638202901635377) 2025-09-04T16:20Z [----] followers, [----] engagements "I was wrong on almost everything about $BCHT particularly treble damages and when the settlement would arrive. Now I have doubts about the viability of the water business given the messaging coming from the EPA. I'm not completely throwing in the towel but I've reduced the position by 75%. Also been adding more $BCHT to my already overstuffed position. The former $MEEC gets paid treble damages in a few weeks. Also been adding more $BCHT to my already overstuffed position. The former $MEEC gets paid treble damages in a few weeks" [X Link](https://x.com/SultanAmeerali/status/1968638885338202623) 2025-09-18T11:31Z [----] followers, [----] engagements "@Phoenix_FFM The EPA is backtracking on PFAS. The Berkshire-linked utilities are intent on going to trial. Court ruling is taking an uncomfortably long time. General uneasiness with management. Main item: opportunity cost of holding $BCHT. Id rather own more $LODE among other stocks" [X Link](https://x.com/SultanAmeerali/status/1968735838914720190) 2025-09-18T17:56Z [----] followers, [---] engagements "My latest on the Stack. A day-late look at some portfolio optimizations. Why hold laggards in a gold bull market Selling $STRR.V Selling $BCHT $ETHE trade update Buying to $EPL.V to capture a future spinco" [X Link](https://x.com/SultanAmeerali/status/1970235497801789559) 2025-09-22T21:15Z [----] followers, [----] engagements "@Predictivepowe1 @quantsisco As of now Comstock gets 50% of the spot price for its recovered silver" [X Link](https://x.com/SultanAmeerali/status/1981486513683648572) 2025-10-23T22:22Z [----] followers, [---] engagements "Can anyone sell $NGEX.TO in their TD Direct Investing account" [X Link](https://x.com/SultanAmeerali/status/1982852677701648420) 2025-10-27T16:51Z [----] followers, [----] engagements "XAUT is much less profitable than USDT as there's no yield to clip - profit comes exclusively from fees related to minting and redeeming coins. If Tether starts taking royalty companies private this becomes a lot more interesting. Can you take delivery of an NSR payment in gold rather than cash A stream of gold and gold equivalent payments gives XAUT a competitive advantage by not having to source supply entirely in the open market" [X Link](https://x.com/SultanAmeerali/status/1982962016974229869) 2025-10-28T00:06Z [----] followers, [---] engagements "@1_adoy ELE seems like a unique case: large shareholders looking to exit. When they wanted to swallow EMX they paid full price. The play for you and me is to own GROY MTA etc and wait for an offer rather than owning the Tether sidecar and hoping they do right by you" [X Link](https://x.com/SultanAmeerali/status/1982988822368411708) 2025-10-28T01:52Z [----] followers, [---] engagements "@PeterRHann1 Fair enough. You can make good money trading around Hycroft. But as a takeout target the refractory ore problem needs to be solved. Remember that Newmont or anyone else could have bought the deposit out of bankruptcy before Mudrick took it public via SPAC" [X Link](https://x.com/SultanAmeerali/status/1983312753407479907) 2025-10-28T23:19Z [----] followers, [--] engagements "If $LODE hits on Bioleum and Metals you're cooking with gas. But you only need them to succeed with one to put some meat on the bone. Monetizing the other stuff is the gravy" [X Link](https://x.com/SultanAmeerali/status/1983322311861449111) 2025-10-28T23:57Z [----] followers, [----] engagements "@Meditate_Run Here's the Quartr transcript from an old earnings call spelling it out. The equity stake is tied to performance so there's alignment with shareholders" [X Link](https://x.com/SultanAmeerali/status/1983323224202219880) 2025-10-29T00:01Z [----] followers, [---] engagements "I took a hiatus from writing my newsletter to watch the Blue Jays play post season baseball. When I did that I didn't expect the Jays to be standing toe-to-toe with the Dodgers trading haymakers four games into the WS. Full portfolio update coming this weekend along with a few other thoughts . as long as it doesn't go to extra innings in game [--]. I agree with this. As the metals bull market continues - and it will continue - I have less to say about it. Now is a time to watch playoff baseball. You shouldve been positioned a while ago in your favourite names taking profits now as you trim." [X Link](https://x.com/SultanAmeerali/status/1983408415989788924) 2025-10-29T05:39Z [----] followers, [----] engagements "@YellowLabLife Gold is $4000 $KGCRF should be trading like its money good" [X Link](https://x.com/SultanAmeerali/status/1983707551125664102) 2025-10-30T01:28Z [----] followers, [----] engagements "When the clock struck midnight I didnt get the World Series victor I was hoping for. But I got good food with good friends and a wonderful new extended family" [X Link](https://x.com/SultanAmeerali/status/1985004747305455779) 2025-11-02T15:23Z [----] followers, [--] engagements "Been adding to $KGCRF below $1.30 this week. Dont see any reason to over complicate things" [X Link](https://x.com/SultanAmeerali/status/1987233916005064777) 2025-11-08T19:01Z [----] followers, [----] engagements "@deusexdividend They have golf course software in the portfolio. I know how little value it provides relative to the escalating cost so this seemed plausible. I've never owned $CSU.TO because I had no idea how to value it. Constellation is the rollup that never blew up" [X Link](https://x.com/SultanAmeerali/status/1987972060337881139) 2025-11-10T19:54Z [----] followers, [---] engagements "I took the tax loss on $FATBP. The US government seems intent on snuffing out discretionary spending on one side and on the other hammering franchisees with tariffs on that new deep fryer. Add wage inflation from those ICE raids and Im lucky the loss isnt larger" [X Link](https://x.com/SultanAmeerali/status/1987991504993087802) 2025-11-10T21:11Z [----] followers, [---] engagements "Clean Seed Capital. Sales numbers in Q1 will validate the business and balance sheet restructurings have worked. Winning the small-cap game isnt luck. Its ruthless selectivity. Pass on [--] tickers Lock in when managements obsessed with execution insider buys stack up and the numbers keep improving. Evidence not hype is how you get paid. Winning the small-cap game isnt luck. Its ruthless selectivity. Pass on [--] tickers Lock in when managements obsessed with execution insider buys stack up and the numbers keep improving. Evidence not hype is how you get paid" [X Link](https://x.com/SultanAmeerali/status/1993733332635398234) 2025-11-26T17:27Z [----] followers, [---] engagements "Famous last words but $ASTL.TO looks compelling down at $6. You're getting billions in irreplaceable assets and a government backstop. Algoma steel is very supportive of todays announcement by @MarkJCarney. In particular we welcome the measures that will encourage greater domestic use of Canadian steel and aid our ability to provide our product across the country. #ASTL #CanadianSteel #OntarioMade Algoma steel is very supportive of todays announcement by @MarkJCarney. In particular we welcome the measures that will encourage greater domestic use of Canadian steel and aid our ability to" [X Link](https://x.com/SultanAmeerali/status/1993819755111960583) 2025-11-26T23:10Z [----] followers, [----] engagements "@Jordan_Kofman I take your point. I'm going to do some work on this. If this is a high uncertainty stock priced like it's a high-risk stock this could be worth buying some LEAPs" [X Link](https://x.com/SultanAmeerali/status/1993907416342417862) 2025-11-27T04:59Z [----] followers, [--] engagements "If I'm Tether I make my unsolicited tender offer now - put the bear hug on and see what happens. With 16.9mm warrants in the money + whatever incentive options are outstanding you're looking at 212mm FD shares. There are lot of Katusa subscribers who bought GROY at IPO and held through. For them $5 maybe gets them back to even and willing to exit the train. Then there are the newer institutional shareholders brought into the story by management below $2 this year. They may want more but they'll push DG to engage/negotiate. We know financing isn't a problem for Tether. What we don't know is" [X Link](https://x.com/SultanAmeerali/status/1995562153231929385) 2025-12-01T18:34Z [----] followers, [---] engagements "@button_fml 😂 I cant muster the motivation. Were in a gold bull market. Theres not much to add every week other than dont fuck it up. Is there anything specific you would want me to write about I can take requests if they are lucid" [X Link](https://x.com/SultanAmeerali/status/1995650539464577471) 2025-12-02T00:25Z [----] followers, [---] engagements "@ItsMyst88 @_Yux__ @latinmines The poison pill just forces Tether to make an offer before buying up too much stock and is standard practice in these situations. I am no Adnani/Garafalo fan and I live in fear theyll find a way to fuck this up but the pill isnt them screwing shareholders" [X Link](https://x.com/SultanAmeerali/status/1996003514460344752) 2025-12-02T23:48Z [----] followers, [--] engagements "@ItsMyst88 @_Yux__ @latinmines I cant recall a situation where a poison pill was actually triggered. The acquirer would go to court to get the poison pill lifted before throwing their money away by triggering a dilution event" [X Link](https://x.com/SultanAmeerali/status/1996066438902415557) 2025-12-03T03:58Z [----] followers, [---] engagements "$AP.UN didnt really move after the dividend cut as its been priced in for a while. That said most of the bagholder commentary on this app has completely missed the point. Occupancy Still below its 90% occupancy target reaching 87.4% on a leased basis. That drops to 84% if you exclude Shopify which isnt actually using its space at The Well and subleasing most of it out. Renewal and new tenant comps were always going to be negative based on pre-2020 leases. But Allied is taking haircuts above and beyond their competitors: essentially they get lower quality tenants or offer steep discounts to" [X Link](https://x.com/SultanAmeerali/status/1996215974953963675) 2025-12-03T13:52Z [----] followers, [---] engagements "Net proceeds will be used to fund costs on the Company's resource properties plus working capital. Sounds like a keep the lights on financing. Salazar Resources Announces Private Placement $SRL.V https://t.co/lfGilpLT5q Salazar Resources Announces Private Placement $SRL.V https://t.co/lfGilpLT5q" [X Link](https://x.com/SultanAmeerali/status/1996277707101929552) 2025-12-03T17:57Z [----] followers, [----] engagements "All the IP required by Bioleum to maximize SAF yields and output is now in house. With no dilution at the holdco level. $LODE https://www.theglobeandmail.com/investing/markets/markets-news/GlobeNewswire/36503812/bioleum-corporation-acquires-hexas-biomass-inc/ https://www.theglobeandmail.com/investing/markets/markets-news/GlobeNewswire/36503812/bioleum-corporation-acquires-hexas-biomass-inc/" [X Link](https://x.com/SultanAmeerali/status/1998050970333311077) 2025-12-08T15:24Z [----] followers, [---] engagements ""Beneath the relative calm of bond markets in recent months a battle of wills is playing out between the administration and investors concerned about the persistently high U.S. deficit and debt levels." https://www.reuters.com/business/finance/tenuous-peace-between-trump-30-trillion-us-bond-market-2025-12-29/ https://www.reuters.com/business/finance/tenuous-peace-between-trump-30-trillion-us-bond-market-2025-12-29/" [X Link](https://x.com/SultanAmeerali/status/2006174998327668880) 2025-12-31T01:26Z [----] followers, [---] engagements "First transaction of [----] is completely exiting $BCHT. Mediocre management team trying to ramp up a mediocre water treatment business. In the meantime they're selling a product they didn't invent to a bunch of customers they wrangled at (metaphorical) gunpoint. I was wrong I'll take the small profit move on. I was wrong on almost everything about $BCHT particularly treble damages and when the settlement would arrive. Now I have doubts about the viability of the water business given the messaging coming from the EPA. I'm not completely throwing in the towel but I've reduced the I was wrong on" [X Link](https://x.com/SultanAmeerali/status/2007435526618382618) 2026-01-03T12:55Z [----] followers, [----] engagements "I built a position in Westhaven Gold below the Dundee placement price. Given Goodmans recent track record Im fine putting money into $WHN.V and seeing what the drill program yields. I am okay taking on balance sheet risk or drill bit risk. I try to avoid situations where I am taking on both. https://twitter.com/i/web/status/2008944742562681224 https://twitter.com/i/web/status/2008944742562681224" [X Link](https://x.com/SultanAmeerali/status/2008944742562681224) 2026-01-07T16:52Z [----] followers, [----] engagements "@latinmines 100% It's why I track the annualized IRR of each investment rather than the annual return of my total portfolio. I'm investing to live - I use merger-arbs to pay for vacations - because the other way around is pretty vacant" [X Link](https://x.com/SultanAmeerali/status/2010836969849332041) 2026-01-12T22:11Z [----] followers, [---] engagements "@_Yux__ @latinmines $TINY.V is a zero run by some of the worst capital allocators in the public markets. But they promote very well with their Warren-and-Charlie shtick. Short it around earnings and you can usually pay for a decent trip. Shorting Electra Battery Metals paid for a safari" [X Link](https://x.com/SultanAmeerali/status/2010855629347557829) 2026-01-12T23:25Z [----] followers, [---] engagements "@RegSnowdon You effectively get a 40% free carry in an insane metals bull market. And you get it without anymore dilution to prove you have four viable assets. And youre partnered with a team thats betting on your assets to transform their company" [X Link](https://x.com/SultanAmeerali/status/2011296947693633774) 2026-01-14T04:38Z [----] followers, [--] engagements "@real_MikeBarnes At current prices even if they're pulling less ore out of the ground at Pan how do they not print money If they can keep $EQX from dumping their $MAI.V shares in the open market even better" [X Link](https://x.com/SultanAmeerali/status/2011522978178273628) 2026-01-14T19:37Z [----] followers, [----] engagements "@jtourzan @WitteWitte30 @real_MikeBarnes There's also the warrant overhang although that doesn't seem to bother other people the way it bothers me" [X Link](https://x.com/SultanAmeerali/status/2011546141520011667) 2026-01-14T21:09Z [----] followers, [---] engagements "@WitteWitte30 @jtourzan @real_MikeBarnes That many warrants also puts a ceiling on the price. I have my doubts about Pan but the gold price mitigates that. In a metals bull market I just see better risk/reward setups elsewhere" [X Link](https://x.com/SultanAmeerali/status/2011549886416847112) 2026-01-14T21:24Z [----] followers, [---] engagements "@CDInewsletter I use $MNY.TO when I have large cash balances. Curious if you have a better option or just prefer a HY savings account" [X Link](https://x.com/SultanAmeerali/status/2012564473408544855) 2026-01-17T16:35Z [----] followers, [---] engagements "@Uzocapital Im trying really hard to hold on for the ride in this metal bull market. GROY makes it easy to sell and have no regrets" [X Link](https://x.com/SultanAmeerali/status/2013241498838380631) 2026-01-19T13:25Z [----] followers, [---] engagements "I also used a chunk of the proceeds to pay down the mortgage. I plan to use this bull market to become bulletproof and start marriage [---] right" [X Link](https://x.com/SultanAmeerali/status/2014039487903318290) 2026-01-21T18:16Z [----] followers, [---] engagements "Never did start that hookers and cocaine fund. But I did sell SPUT at the open for $32 and then it promptly dropped through the floor. Not sure why other than its a bull market and everything is coming up Sultan. I am trading beta for alpha and freeing up money to buy other things. I'll put some of the proceeds into SPUT and eventually an $ETH ETF. The rest of it is going in my hookers and cocaine fund. I'll put some of the proceeds into SPUT and eventually an $ETH ETF. The rest of it is going in my hookers and cocaine fund" [X Link](https://x.com/SultanAmeerali/status/2015838718389538876) 2026-01-26T17:26Z [----] followers, [----] engagements "@SultanAmeerali Polaris Infrastructure is now my largest position followed by Ackroo. $PIF $RAMPD $AKR" [X Link](https://x.com/SultanAmeerali/status/750291772677484544) 2016-07-05T11:34Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@SultanAmeerali Sultan AmeeraliSultan Ameerali posts on X about $groy, $meec, money, business the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence finance 37.06% stocks 22.38% cryptocurrencies 6.99% countries 2.8% technology brands 2.8% currencies 2.8% social networks 1.4% financial services 0.7% gaming 0.7% exchanges 0.7%
Social topic influence $groy #1, $meec 9.09%, money 7.69%, business 6.99%, $bcht 6.29%, gold 5.59%, if you 5.59%, $kgcrf 5.59%, $vzla #9, in the 4.2%
Top accounts mentioned or mentioned by @thewealthminer @latinmines @1adoy @ragnarisapirate @yux @realmikebarnes @lovemesexy8 @0525capital @jsmith8286 @yellowlablife @marketplunger1 @uzocapital @itsmyst88 @jtourzan @wittewitte30 @lars57360069 @markikn @tednaiman @vizsla @brandoliniparg
Top assets mentioned Gold Royalty Corp. (GROY) Bancolombia S.A. (CIB) GRUPO AVAL ACCIONES Y VALORES S.A. (AVAL) Invesco Galaxy Ethereum ETF (QETH) Ethereum (ETH) Osisko Gold Royalties Ltd (OR) Royal Gold Inc (RGLD) Franco-Nevada Corporation (FNV) BullFrog AI Holdings, Inc. (BFRG) Advanced Micro Devices (AMD) Sui (SUI) Arthur J. Gallagher & Co. (AJG)
Top posts by engagements in the last [--] hours
"@Mark_IKN Forcing full disclosure should put him out of business. But that assumes someone is actually going to enforce this. https://www.ciro.ca/newsroom/publications/joint-canadian-securities-administrators-and-canadian-investment-regulatory-organization-staff https://www.ciro.ca/newsroom/publications/joint-canadian-securities-administrators-and-canadian-investment-regulatory-organization-staff"
X Link 2026-01-19T19:06Z [----] followers, [----] engagements
"How much of that cash will be left when $VZLA is sued by the families of the victims Or when they have to admit they violated the Patriot Act by paying terrorists Who are they going to pay to build this mine Im pretty sure the rest of the workers and the community hate the company for mishandling the kidnapping and the situation leading up to it Theyre probably considering a class action lawsuit. Name calling is fine. But being on the other end of one of my shorts Thats bad. https://twitter.com/i/web/status/2021727583532912920 https://twitter.com/i/web/status/2021727583532912920"
X Link 2026-02-11T23:26Z [----] followers, [----] engagements
"The victims are the [--] abductees. Cartel is allegedly criminally responsible. The company has civil liability. @SultanAmeerali Yes. Blame the victims. The cartel did it by the way @SultanAmeerali Yes. Blame the victims. The cartel did it by the way"
X Link 2026-02-10T00:34Z [----] followers, [----] engagements
"Down another 5% today. No project. No cash flow. Huge impending civil liability. The reason for the situation is tragic but ultimately irrelevant. $VZLA been paying protection money to Mexican cartels. Workers kidpnapped [--] bodies found already. Very sad. Surely this project doesnt move forward. A clear short. $VZLA been paying protection money to Mexican cartels. Workers kidpnapped [--] bodies found already. Very sad. Surely this project doesnt move forward. A clear short"
X Link 2026-02-10T19:41Z [----] followers, [----] engagements
"Anthony Milewski is on the board. If you're going to buy this turd do some basic due diligence and ask Cobalt [--] investors what it's like to have Anthony Milewski piss in your mouth. I suspect it tastes like piss. Must be an oversight his bio doesn't mention Cobalt [--]. NxGold - Entering the #Uranium Sector: https://t.co/mYwDeTvCd9 https://t.co/ExtbAU71mg NxGold - Entering the #Uranium Sector: https://t.co/mYwDeTvCd9 https://t.co/ExtbAU71mg"
X Link 2020-06-19T11:47Z [----] followers, [--] engagements
"Work to failure. Get it done in [--] minutes or less. Build just as much muscle and torch fat in the process by optimizing your protein intake. Reading PE diet by @tednaiman taught me how to eat for the first time in my life and saved me from wasting a lot of time during lockdown. Once you reach failure you have created the stimulus for adaptation. Adding more work does not create a bigger stimulus it's just adding muscle damage that needs to be recovered from. Resources for producing an adaptation now must go towards just recovering back to baseline. Once you reach failure you have created the"
X Link 2021-05-24T19:59Z [----] followers, [--] engagements
"When your bio needs to show mining sector expertise but you dont want new investors Googling your name and Cobalt27 or even Giga Metals The lesson here: its never going to not taste like piss when someone pisses in your mouth"
X Link 2021-09-10T12:37Z [----] followers, [--] engagements
"The drill holes from $FIL.TO are breaking my spreadsheet. Maybe I should just buy some already"
X Link 2022-01-20T14:29Z [----] followers, [--] engagements
"#PDAC2022 Is in the books for me. My key takeaway is that were nowhere near the bottom. Too many people and they mostly seemed happy to be there"
X Link 2022-06-15T21:00Z [----] followers, [--] engagements
"Not for the faint of heart. Adding into year end. $ARG.TO $APN.V $MAI.V $AMI.V $CIB $AVAL"
X Link 2022-12-13T02:38Z [----] followers, [--] engagements
"8K filed at the end of [----] by $MEEC. Settlement is in force and the company now has consistent cash flow for the next few years courtesy of their settlement with $AJG and friends to fund litigation. The CERT defendants don't have a viable case can't drag this out and have been specifically singled out. If previous history holds we will see a settlement before February 26"
X Link 2024-01-05T03:48Z [----] followers, [----] engagements
"Im a buyer of the $GROY warrants below $1.60 on this mornings selloff: $2.25 strike May [--] [----] expiry Spot gold/copper prices and more assets coming online are the tailwinds. Tether making a tender offer is the free upside. NAVs arent static and these warrants now function like deep ITM call options except the volatility is mis-priced. $6 target price gives you a 3x based on intrinsic value alone. Nailed the idea. My execution sucked and I didnt stick the landing. Sold $GROY way too early in retrospect. The pro-forma MC after warrants are exercised and debentures converted is $1.5B. Even"
X Link 2025-10-27T16:04Z [----] followers, [----] engagements
"Latest scorecard: Tether owns [--------] common shares of Gold Royalty. Thats approximately 11.7% of $GROY. Everyone still holding is going to do very well on the eventual takeout. News that Tether will invest more in gold: $ELE +17% News that Tether is actually investing more in gold: $VMET.TO -13% Those are today's opposite moves from the Tether gold royalty investments. Gotta love a bull market full of resource investing tourists. News that Tether will invest more in gold: $ELE +17% News that Tether is actually investing more in gold: $VMET.TO -13% Those are today's opposite moves from the"
X Link 2026-01-30T12:33Z [----] followers, [----] engagements
"Heres to new beginnings. Particularly new beginnings financed by $GROY and $GROY warrants"
X Link 2026-02-01T12:21Z [----] followers, [----] engagements
"Im also short $VROY.V at $3.31. This is unforgivable. $VZLA can order a halt and clarify anytime it wants. 🚨#LTIMAHORA compaeros de mineros asesinados en #Concordia #Sinaloa confirman que desde hace un ao vivan bajo amenazas y la canadiense @vizsla no los protegi. CONFIRMAN adems que los desaparecidos fueron levantados en sus casas y no en su rea de trabajo 👇🏻 👉🏻 Se https://t.co/YLKXDDRNQj 🚨#LTIMAHORA compaeros de mineros asesinados en #Concordia #Sinaloa confirman que desde hace un ao vivan bajo amenazas y la canadiense @vizsla no los protegi. CONFIRMAN adems que los desaparecidos"
X Link 2026-02-10T19:58Z [----] followers, [----] engagements
"A little late to be selling today but better late than never I guess. Allied Properties is still not a value stock - and it was never AAA downtown office real estate. $AP-U.TO https://ca.finance.yahoo.com/news/allied-properties-units-plunge-more-than-25-reit-to-raise-500m-to-pay-down-debt-153626865.html At this point if you own Allied Properties thinking its a value stock youre clinically retarded. As an exercise plot on a map where all the companies mandating RTO have their towers. And then plot on the same map all the locations of Allieds buildings. https://t.co/5n9t2FjpLB"
X Link 2026-02-11T16:16Z [----] followers, [---] engagements
"At this point if you own Allied Properties thinking its a value stock youre clinically retarded. As an exercise plot on a map where all the companies mandating RTO have their towers. And then plot on the same map all the locations of Allieds buildings"
X Link 2025-07-30T12:16Z [----] followers, [----] engagements
"Just replace the word short with long @SultanAmeerali Being short is fine. Going on to message boards and X to work a short shows what a pos you are @SultanAmeerali Being short is fine. Going on to message boards and X to work a short shows what a pos you are"
X Link 2026-02-12T19:02Z [----] followers, [---] engagements
"I got filled on another chunk of $GROY warrants below $1.60. I'll keep buying as long as they're sitting in this range. Im a buyer of the $GROY warrants below $1.60 on this mornings selloff: $2.25 strike May [--] [----] expiry Spot gold/copper prices and more assets coming online are the tailwinds. Tether making a tender offer is the free upside. NAVs arent static and these warrants now Im a buyer of the $GROY warrants below $1.60 on this mornings selloff: $2.25 strike May [--] [----] expiry Spot gold/copper prices and more assets coming online are the tailwinds. Tether making a tender offer is the"
X Link 2025-10-28T21:45Z [----] followers, [----] engagements
"Which one of you woke up and started buying $GROY warrants I got filled on another chunk of $GROY warrants below $1.60. I'll keep buying as long as they're sitting in this range. I got filled on another chunk of $GROY warrants below $1.60. I'll keep buying as long as they're sitting in this range"
X Link 2025-10-30T17:30Z [----] followers, [----] engagements
"Adding some degen to this list. I am still buying $GROY warrants as they drop below $1.50 I am looking into $RGLD LEAPS. Probably out of the money calls paired with some cash secured puts. Precious Royalty interesting again after this pullback. $FNV - the 🐐 reasonably valued with Cobre Panama restart upside $RGLD - post merger Fourmile & Great Bear anchor a solid growth portfolio $EMX / $ELE.V Post merger mid-tier with tether capital Precious Royalty interesting again after this pullback. $FNV - the 🐐 reasonably valued with Cobre Panama restart upside $RGLD - post merger Fourmile & Great"
X Link 2025-11-04T18:11Z [----] followers, [----] engagements
"If Tether wants to own $GROY it can spend its $3-billion in quarterly cash flow on a tender offer. Buy some warrants $5 is the new floor. GOLD ROYALTY ADOPTS SHAREHOLDER RIGHTS PLAN - $GROY.US CEOCA Breaking News https://t.co/pvizWvprA4 GOLD ROYALTY ADOPTS SHAREHOLDER RIGHTS PLAN - $GROY.US CEOCA Breaking News https://t.co/pvizWvprA4"
X Link 2025-11-06T04:47Z [----] followers, [----] engagements
"First thing: Hook this chart into my veins. Second thing: $GROY debentures and warrants are so deep in the money Id argue the pro-forma market cap is closer to $1.1B. That pro-forma MC complicates a Tether-backed takeover of $GROY unless they move relatively quickly. If anyone is interested: My updated mining Royalty/Streaming and Generator list (order by MCap) ex OG. Missing any important cos Shoehorned DC-A into the generators. https://t.co/XKf8Dm5fcN If anyone is interested: My updated mining Royalty/Streaming and Generator list (order by MCap) ex OG. Missing any important cos Shoehorned"
X Link 2025-11-24T17:42Z [----] followers, [----] engagements
"The $GROY debenture conversion added [--------] shares that are now controlled by a company director diluting Tethers stake by almost 15% in the process. https://www.prnewswire.com/news-releases/gold-royalty-announces-amended-and-upsized-revolving-credit-facility-of-up-to-us100-million-and-elimination-of-debt-302626215.html https://www.prnewswire.com/news-releases/gold-royalty-announces-amended-and-upsized-revolving-credit-facility-of-up-to-us100-million-and-elimination-of-debt-302626215.html"
X Link 2025-11-26T05:22Z [----] followers, [----] engagements
"$GROY performance since announcing it converted its debentures to shares and is debt free as a result. Either the market woke up to the value or Tether has no impulse control. I suspect its the latter"
X Link 2025-12-01T15:31Z [----] followers, [----] engagements
"$GROY says the royalty generated the "equivalent to approximately [----] gold equivalent ounces at an average gold price of $2811 per ounce" over a 12-month period. Some very crude math: At $4200 those same [----] GEOs would spit out $11.7-million in EBIT. GOLD ROYALTY TO ACQUIRE PRODUCING PEDRA BRANCA GOLD AND COPPER ROYALTY $GROY https://t.co/XopK07qfwJ GOLD ROYALTY TO ACQUIRE PRODUCING PEDRA BRANCA GOLD AND COPPER ROYALTY $GROY https://t.co/XopK07qfwJ"
X Link 2025-12-08T08:08Z [----] followers, [----] engagements
"For a normal company you would be correct. But this is $GROY the company thats doused its retail shareholder base in gasoline and set them on fire over the last five years. PTSD is real. Think of this as the continuing turnover of the shareholder register from Katusa/retail to institutional. https://twitter.com/i/web/status/1998084793938976816 https://twitter.com/i/web/status/1998084793938976816"
X Link 2025-12-08T17:38Z [----] followers, [---] engagements
"I have a Bullfrog AI boner. Bulked up my $BFRG position in the mid [--] cent range (averaging down from an initial buy in the $1.30 range). Recurring revenue from the CRO deal will reduce cash burn. Validation of the tech coming from their work on pancreatic cancers. $BFRG isnt a traditional biotech its a prospect generator for busted biotechs. Youre getting significant IP value and potential earnings power for less than $10mm in market cap. https://twitter.com/i/web/status/2008991409551069471 https://twitter.com/i/web/status/2008991409551069471"
X Link 2026-01-07T19:57Z [----] followers, [----] engagements
"I liquidated these $GROY warrants for a 75% gain. I could tell you my gold exposure is too high and that would be true but I am getting married (again) at the end of the month. Catering centrepieces clothes and honeymoons - among other things- dont pay for themselves. Theres a healthy surplus I am using to avg down on $BFRG and start building some Lithium and nickel exposure. I got filled on another chunk of $GROY warrants below $1.60. I'll keep buying as long as they're sitting in this range. I got filled on another chunk of $GROY warrants below $1.60. I'll keep buying as long as they're"
X Link 2026-01-12T18:43Z [----] followers, [----] engagements
"@1_adoy Until that Dundee deal this week I was willing to give $GROY the benefit of the doubt that capital allocation had changed. It has not changed"
X Link 2026-01-17T23:34Z [----] followers, [---] engagements
"You nailed it. $GROY stock is undervalued IMO. Taurus took half the deal and paid cash. $GROY paid mostly stock for its half of the deal. Taken in aggregate with the $4 offering to help finance Pedra Branca you can justify the purchases on a mathematical basis as accretive but this isnt a management team that should get the benefit of the doubt. Particularly when they can sit there do nothing and fall into 30K GEOs. (Great deal for Dundee BTW. They get the shares and theyve funded their commitments to $WHN.V) https://twitter.com/i/web/status/2012960130476744819"
X Link 2026-01-18T18:47Z [----] followers, [---] engagements
"Im going to posit a theory Since Tether has announced its stake in $GROY they have done the following. Converted $40mm of debt to equity putting new shares with Queens Road Capital and Taurus. Bought Pedra Blanca royalty funded with a bought deal putting $103.5mm in new shares into institutional hands including BlackRock. Put $15mm in shares with Jonathon Goodman as part of the purchase of the capped Borborema royalty from Dundee. The deals are accretive sure. But they also put stock with shareholders likely to back management in getting full value from Tether if/when the time comes. ofc"
X Link 2026-01-19T05:33Z [----] followers, [----] engagements
"Sold these $AMD calls at $84. Nice capital gain $69. 460% return and pre-tax IRR of 226% I'll be holding my common. I'm deploying the profits into lithium and nickel plays. One more and then Im really going back on vacation. New position: Long $AMD December [----] calls $190 strike Interesting with all the carnage that AMD is up today. One more and then Im really going back on vacation. New position: Long $AMD December [----] calls $190 strike Interesting with all the carnage that AMD is up today"
X Link 2026-01-21T18:01Z [----] followers, [----] engagements
"Which one of you sold me your $ORCL.V under [--] cents"
X Link 2026-01-29T19:36Z [----] followers, [----] engagements
"There are probably lots of sellers that are trying to sell their properties right now that are in a somewhat desperate situation and theyre a month away from power of sale but youd never know that because theyre not going to disclose that in the property listing." https://ca.finance.yahoo.com/news/power-of-sale-listings-spike-across-ontario-piling-pressure-on-housing-market-120000243.html https://ca.finance.yahoo.com/news/power-of-sale-listings-spike-across-ontario-piling-pressure-on-housing-market-120000243.html"
X Link 2026-02-05T21:15Z [----] followers, [---] engagements
"Vizsla being dual-listed in New York will face civil lawsuits in US courts. This is Loewen Group all over again. There's also the criminal investigations in Mexico that'll put their business practices on the dissecting table. And I can't imagine all this will do much for their social licence to operate. This is gonna end up BAD you do not wanna let this shit play out. https://t.co/ub6DRLnFti This is gonna end up BAD you do not wanna let this shit play out. https://t.co/ub6DRLnFti"
X Link 2026-02-09T20:44Z [----] followers, 21.3K engagements
"I'm short $VZLA at $4.17. Vizsla being dual-listed in New York will face civil lawsuits in US courts. This is Loewen Group all over again. There's also the criminal investigations in Mexico that'll put their business practices on the dissecting table. And I can't imagine all this will do much for their Vizsla being dual-listed in New York will face civil lawsuits in US courts. This is Loewen Group all over again. There's also the criminal investigations in Mexico that'll put their business practices on the dissecting table. And I can't imagine all this will do much for their"
X Link 2026-02-09T20:46Z [----] followers, [----] engagements
"@BrandoliniP_ARG If someone had made a ransom payment presumably these workers would still be alive. Are you referring to the alleged extortion payments to the cartel"
X Link 2026-02-09T21:13Z [----] followers, [---] engagements
"$VZLA is a zero. If you believe Panuco will be a mine one day buy it when it emerges from bankruptcy under a new owner. Company calls [---] on 1/23 proceeds to do nothing else. Attorney General now seeking out directors. This is. Something. $vzla https://t.co/xaLtcKqOq5 https://t.co/aCCKyx8tPZ Company calls [---] on 1/23 proceeds to do nothing else. Attorney General now seeking out directors. This is. Something. $vzla https://t.co/xaLtcKqOq5 https://t.co/aCCKyx8tPZ"
X Link 2026-02-11T16:25Z [----] followers, [----] engagements
"@TheWealthMiner @0525capital $VROY has a market cap of $242mm CAD as of this morning. I don't see why anyone would inject capital into it at a valuation above $50mm. A buyer can wait and let it bleed out"
X Link 2026-02-11T17:04Z [----] followers, [---] engagements
"@TheWealthMiner @0525capital That cash is as good as gone once the families sue. Or they can just hand it to the families now and hope it's enough (it's not)"
X Link 2026-02-11T17:44Z [----] followers, [---] engagements
"Company had an opportunity to deny knowledge of any bribery or explicitly state no bribery took place. $VZLA remains a zero. Work can't move forward -- and their cash balance won't survive criminal and securities regulator investigations across three jurisdictions not to mention civil lawsuits. Price reaction post news release tells you what institutions think about telling their LPs they own this stock. @MiningDiscover Oops Looks like they forgot to add a line actually denying that bribery took place. $VZLA @MiningDiscover Oops Looks like they forgot to add a line actually denying that"
X Link 2026-02-12T18:59Z [----] followers, [----] engagements
"@JSmith8286 The dual listing in New York really bites them here. It gives the victims standing to sue in US courts. Dont look at the situation today extrapolate what we know to the logical conclusion 12-24 months from now"
X Link 2026-02-13T11:00Z [----] followers, [--] engagements
"@IQ_Micro1968 DeFi Technologies looks good down here. Hasnt moved with the crypto market but youd assume AUM is up"
X Link 2025-09-08T13:50Z [----] followers, [---] engagements
"My latest on the 'Stack: Beaver Creek notes specifically in relation to the Tether elephant that has entered the room. Also buys and sells. $LODE lives Other tickers mentioned: $FISH.V $GROY $MKO.V $REG.V $NGEX.TO $BYN.V $STRR.V $KFR.V $OGN.V $MFG.V $ALS.TO $OGN.V"
X Link 2025-09-14T16:43Z [----] followers, [----] engagements
"@LeveragedLayman 🎯 Someone explain this to the office REIT bagholders who live in the sticks and have never used GTA transit in their life. Unless youre in a golden cage (govt worker CBC older exec level) youll walk"
X Link 2025-10-03T14:29Z [----] followers, [--] engagements
"This is still an easy hold. $AMD is a trillion dollar business Im buying more $AMD on the dip. Its the clear open-source alternative to CUDA/Nvidia and isnt getting credit for the large chuck of the AI chip market itll end up with. If I could stuff more into my TFSA and forget about it I would. https://t.co/fhWpctFU38 Im buying more $AMD on the dip. Its the clear open-source alternative to CUDA/Nvidia and isnt getting credit for the large chuck of the AI chip market itll end up with. If I could stuff more into my TFSA and forget about it I would. https://t.co/fhWpctFU38"
X Link 2025-10-06T17:28Z [----] followers, [----] engagements
"@try2getbye More like wen buyout. Change of control payments are there for the taking"
X Link 2025-10-08T21:54Z [----] followers, [--] engagements
"@latinmines This is a great trade. Captured the upside without sticking around to see if Pan can support multiple mine builds. I understand the metals bull market argument but I am with you on profit harvesting at every opportunity"
X Link 2025-10-15T17:38Z [----] followers, [---] engagements
"Great take on short selling. Bill Ackman should take notes. https://x.com/michaelbatnick/status/718490325338218496 Einhorn and Buffett discuss short selling from Fooling Some of the People All of the Time. https://t.co/qfkRLA1HZY https://x.com/michaelbatnick/status/718490325338218496 Einhorn and Buffett discuss short selling from Fooling Some of the People All of the Time. https://t.co/qfkRLA1HZY"
X Link 2016-04-09T13:35Z [----] followers, [--] engagements
"With the recent price appreciation and some aggressive warrant buying after the recent equity raise this is now my largest position. Its a multi bagger already but there is room to run if you happen to believe in the web3 ecosystem and Ethereum [---] Long $QETH $ETHC and $ETHC.WT I don't talk about crypto at all because I don't need the online aggravation that comes from either side. But I've exercised warrants to build a large starter position in Ether Capital. With the price move in Ether $ETHC has moved past the 'melting ice cube' stage I don't talk about crypto at all because I don't need"
X Link 2021-04-14T18:01Z [----] followers, [--] engagements
"Why I'm long $QETH $ETHC and $ETHC.WT instead of just buying $ETH: [--]. The commodity-like nature of #Ethereum is no different than speculating in nat gas or copper. I want leverage on the price and I have about as much practical use for Ethereum as I do a barrel of oil"
X Link 2021-04-16T03:57Z [----] followers, [--] engagements
"@capehope88 Different ways to play the underlying commodity. $QETH tracks price. $ETHC warrants offer leverage and $ETHC common is a low-risk option on the upside of staking. If $ETH blows through $10K I don't think I'll have any problems selling. CSE-listed BTC proxies have gone parabolic"
X Link 2021-04-20T23:33Z [----] followers, [--] engagements
"Gave my website a fresh coat of paint and will be writing more regularly going forward. Latest post is the risk/reward in continuing to hold one of my losers. $MOX.V https://www.consolidatedrock.com/2021/05/05/im-the-ultimate-bagholder-on-morien-resources/ https://www.consolidatedrock.com/2021/05/05/im-the-ultimate-bagholder-on-morien-resources/"
X Link 2021-05-07T06:10Z [----] followers, [--] engagements
"@BrownMarubozu I think investors just like the other Canadian options better. Id rank them as follows: [--]. Flatt: $BAM [--]. Leonard: $CSU [--]. Schwartz: $ONEX [--]. Watsa: $FFH [--]. Armoyan: $CKI Theres no way to get the full Jimmy Pattison experience. $POW is doing some interesting things with tech"
X Link 2021-09-05T01:41Z [----] followers, [--] engagements
"Thinking of buying an Osisko company Keep this chart handy. 5-year return: $FNV +139.5% $WPM +137.6% $RGLD +109.3% $SAND +92.3% $OR +29% These guys are the assmen of the royalty sector. They managed to mess up a business model that only requires them to cash a cheque. @SultanAmeerali This is an abusive relationship I need to get out of @SultanAmeerali This is an abusive relationship I need to get out of"
X Link 2022-03-22T03:56Z [----] followers, [--] engagements
"$ARKK After years of trouncing the market and just days after Cathie Wood issued a broadside against passive investing her flagship ARK Innovation ETF now looks set to give up all the outperformance it once enjoyed against the S&P [---] Index"
X Link 2022-05-10T06:00Z [----] followers, [--] engagements
"@1_adoy Thats how they keep luring you back. Stay strong"
X Link 2022-05-20T17:41Z [----] followers, [--] engagements
"I hope Stelco shareholders are paying attention. That SIB wasn't to help you. The take under is real and it's coming for $STLC $20.73 is too low for $RECP.to. Nice deal if Prem can get it but Ill be voting against it. $20.73 is too low for $RECP.to. Nice deal if Prem can get it but Ill be voting against it"
X Link 2022-08-09T17:58Z [----] followers, [--] engagements
"I want to like $DRR.AX at these prices but that's a lot of mgmt bloat for a cheque-collecting business. Particularly since they don't believe in accretive M&A. A merger with $LIF.TO makes too much sense so it won't happen - don't need two managers to cash royalty cheques"
X Link 2022-09-29T19:11Z [----] followers, [--] engagements
"@YellowLabLife Sounds like it's time to check the $OR https://youtu.be/ZV7aOnX7XeEt=15 https://youtu.be/ZV7aOnX7XeEt=15"
X Link 2022-11-07T07:44Z [----] followers, [--] engagements
"@marketplunger1 $AVAL and $CIB"
X Link 2022-12-06T18:15Z [----] followers, [--] engagements
"Part [--] of my [----] portfolio postmortem focuses on oil gas and giraffes. Long: $PBR $MEG.TO $PBT $PHX $SDE.TO $SRR.V $YAK.V $AMI.V. https://open.substack.com/pub/consolidatedrock/p/welcome-postutm_source=direct&r=zs81&utm_campaign=post&utm_medium=web https://open.substack.com/pub/consolidatedrock/p/welcome-postutm_source=direct&r=zs81&utm_campaign=post&utm_medium=web"
X Link 2023-01-05T18:51Z [----] followers, [----] engagements
"Also long Colombian banks: $CIB $AVAL Nitrogen fertilizer: $UAN Lots of land: $GDC.TO $SUI Odds and ends but I like $QRTH.TO right here"
X Link 2023-01-05T18:54Z [----] followers, [---] engagements
"@TheWealthMiner I wish I had saved it. But the chart of $OR returns vs $RZZ.V returns is striking considering they're both built on top of a Malartic royalty"
X Link 2023-04-06T15:35Z [----] followers, [---] engagements
"Im out of $PBT at $24. Ill have to pay the short term cap gains tax so not as impressive as it initially appears. $SPG.TO reports in two weeks. I want some dry powder handy assuming the turnaround is progressing as expected. My stink bid just filled on $PBT. If I am going to own stocks in this environment I want a fire sale price and/or I want to get paid. I get both here. if you like $FRU.TO look into $PBT https://t.co/0wPs4x3mfW My stink bid just filled on $PBT. If I am going to own stocks in this environment I want a fire sale price and/or I want to get paid. I get both here. if you like"
X Link 2023-08-02T00:49Z [----] followers, [----] engagements
"Used the holiday trading lull to add to $MEEC. Averaged up significantly into a full position to take the rest of the ride. Was bumping along around the low 90s and I was scooping up shares. Not sure what changed at noon - price and volume both surged"
X Link 2023-11-23T19:32Z [----] followers, [----] engagements
"With the dividends factored in Kazatomprom generated a 15.1% CAGR. That's an appalling bad return given the grief I went through to buy $KAP.IL the opportunity cost of buying KAP instead of the Sprott Uranium Trust and the taxes. With Kazatomprom's production issues rotating into the physical commodity makes the most sense for the least amount of work. If I'm going to panic sell I want to sell first"
X Link 2024-01-29T06:33Z [----] followers, [---] engagements
"$MEEC seems to be down because tourists didn't really understand what they own. Nobody likes cheap options for management but in this case a man looking out for his own interests is a man that can be counted on. Happy to add in the 70s given what I think a settlement looks like"
X Link 2024-01-29T06:33Z [----] followers, [----] engagements
"Thats the way I read it too. I think the best way to model $MEEC or anything that depends on the courts is by using a probability-based framework. Payments over time are worth less than lump sum payments today but they are obviously worth something. Bottom line: I dont see a likely scenario where $MEEC walks away with [--] cents on the dollar or less and the stock takes a massive haircut from here"
X Link 2024-02-02T00:22Z [----] followers, [---] engagements
"$MEEC is a classic Pabrai stock. There's high uncertainty of the outcome because of the number of variables in play. However there's low risk of any of those outcomes or combination of outcomes leading to a permanent impairment of value. The legal outcome isn't binary so this isn't JetBlue/Spirit. We're handicapping the size and structure of a settlement not whether there will be any financial windfall at all. I've valued the future business prospects at zero but you could underwrite the current value of the company using only the settlement or only the new licensing revenue. MEEC offers lots"
X Link 2024-02-06T05:13Z [----] followers, [----] engagements
"The $MEEC I purchased in the low 70s was sold last week in the low to mid 90s. I still own a large position and believe in the outcome of the litigation. Just a little risk management to make sure I don't end up living in your tool shed if I'm wrong. I don't do long-term margin. A nice payday while waiting for something more. Been mostly off the bird app recently travelling + dealing with a suspected case of Covid. Recap of recent buys/sells . Sold: Kazatomprom $KAP.IL Added: Midwest Energy (avg up) $MEEC Salazar Resources (avg down) $SRL.V Vulcan Minerals (avg down) $VUL.V Bought: Kenorland"
X Link 2024-02-12T17:23Z [----] followers, [----] engagements
"I suspect the trial is about limiting damages. Either betting on a jury coming in low or dragging this out on appeal to contain liability to the LLC. If CERT does limit liability to the LLC they probably consider that a big win. CERT wants to lose small. $MEEC wants to win big"
X Link 2024-02-27T04:46Z [----] followers, [---] engagements
"Great returns. No brain damage required. AtkinsRealis (The former SNC-Lavalin) has been the fattest pitch in the TSX60 for more than a year. Theres more room to run: record free cash flow deleveraged balance sheet Nuclear and IRA tailwinds feeding record backlog Expect $ATRL.TO to hit $70 once everything LSTK rolls off. $ATRL.TO common and options has grown into one of my largest positions. The former SNC-Lavalin continues its transition into a free cash flow machine. LSTK projects to roll off as the services backlog and revenues hit record highs. $ATRL.TO https://t.co/zFVJ2VjJP2"
X Link 2024-03-12T00:27Z [----] followers, [----] engagements
"@NegativeConvex I don't think it's an investible stock. I don't like the management team or their capital allocation track record. As a potential takeover target I'd rather own Orogen Elemental or Osisko Royalties"
X Link 2024-04-24T17:43Z [----] followers, [---] engagements
"This $ETHC trade was there for anyone who read the MD&A. And you didn't even have to hold for almost four years like I did. I'll continue holding post ETF conversion as there's no taxable event. I want my $15-$17 - and I want to wait out Trudeau. Maybe the next guy reverses the CGT hike. https://www.businesswire.com/news/home/20240502440170/en/Ether-Capital-Announces-Conclusion-of-its-Strategic-Review-and-Enters-into-an-Agreement-with-Purpose-Unlimited-to-Convert-into-a-Staking-Ether-ETF Heading into year four of holding Ether Capital. $ETHC is a stripped down staking pool these days after a"
X Link 2024-05-03T06:13Z [----] followers, [----] engagements
"Finished a little portfolio cleanup with Canadian markets closed: Sold $KSPI $KSPI.IL $SUI $IREN Kaspi provided a cromulent double-digit IRR over. Took a haircut on Sun but decided to not let my dream of one day owning a trailer park blind me to the fact this is dead money. Iris Energy was the multi-bagger that makes doing all this worthwhile. Added $ASPI I'm not sure why the train has left the station but it has and I don't want to get left behind. Nuclear technology Uranium mining New Position $AMD The CFA exam is a month from today. Been wasting less time on Twitter while getting ready but"
X Link 2024-05-20T19:55Z [----] followers, [----] engagements
"The online cheering section seems to have disappeared for $MEEC but this is still a high-conviction position even if it's taking a little longer than I expected. Just posted a very solid quarter and the free call option on treble damages is still in play. I still value the continuing water treatment business at zero but management now understands it's in the penalty box. $MEEC is made a good hire and taking other steps to prove me wrong"
X Link 2024-05-20T20:06Z [----] followers, [----] engagements
"We're on our way. Based on the 20% price surge in Ether over the weekend $ETHC is poised to open above $6 tomorrow. Looks like Ether ETF approval coming as early as Wednesday from the SEC. This $ETHC trade was there for anyone who read the MD&A. And you didn't even have to hold for almost four years like I did. I'll continue holding post ETF conversion as there's no taxable event. I want my $15-$17 - and I want to wait out Trudeau. Maybe the next guy reverses the This $ETHC trade was there for anyone who read the MD&A. And you didn't even have to hold for almost four years like I did. I'll"
X Link 2024-05-21T00:46Z [----] followers, [---] engagements
"@GreenbergEnt @me2cenvironment @ASPIsotopes @BIGtoken_App Chris is the chairman of $MEEC. Would he be willing to do a Twitter spaces with myself and @ragnarisapirate After the damages are determined I'd love to hear his views on the road forward and how the company moves past recent communications and executional missteps"
X Link 2024-06-20T04:20Z [----] followers, [---] engagements
"Im a $MEEC shareholder. Either the company did nothing of note or this is just the worst written news release Ive seen in a long time. You get to put your progress forward to investors every [--] days. Why not call out the wins specifically and more aggressively ME2C Environmental Reports Second Quarter [----] Financial Results $MEEC $MEEC.CA $MEEC.V @https://twitter.com/ #climatechange #envirotech #greenenergy #MEEC #smallcaps #Energy #EnergyMetals #Environment #EnvironmentalServices #Technology #Earnings https://t.co/tsMWJNFvq7 ME2C Environmental Reports Second Quarter [----] Financial Results"
X Link 2024-08-13T01:08Z [----] followers, [----] engagements
"@ragnarisapirate haha. All good. No offence taken so no apology necessary. I think we're all suffering from some $MEEC PTSD. The sooner these lawsuits are settled the sooner we can get our $3/share and move onto other business"
X Link 2024-08-13T03:20Z [----] followers, [---] engagements
"@marketplunger1 @alluvialcapital You were talking about $HRBR when you read the investor letter. I'd be interested in hearing more on deciding when something isn't working - and the mechanics of getting out. These aren't liquid positions with a lot of newsflow: often one man's BTD noise is another's sell signal"
X Link 2024-08-28T17:06Z [----] followers, [---] engagements
"Did some buying while everyone else was at the mall. $PSIX on the Nasdaq uplisting today. This is a new position. Over the past month $SGLD.TO has been my tax loss buying bargain. It converts to .693 of a $MAI.V share after Januarys shareholder vote"
X Link 2024-12-26T16:34Z [----] followers, [----] engagements
"Also been adding more $BCHT to my already overstuffed position. The former $MEEC gets paid treble damages in a few weeks"
X Link 2024-12-26T16:34Z [----] followers, [----] engagements
"Trump tariff threats should be taken seriously. But not literally. Hes been using the same negotiating tactics for [--] years. Self interest will prevail and $EWW below $50 will be seen as a gift. (I plan to buy some call options) Interesting thought experiment. What is one trade investment or theme that will look obvious by this time next year Interesting thought experiment. What is one trade investment or theme that will look obvious by this time next year"
X Link 2024-12-28T15:15Z [----] followers, [----] engagements
"Partner funded. With the entire MC of $KLD.V back stopped by the Frotet royalty. Following up on the grassroots gold discovery we made in [----] where we intersected 157m at [----] g/t Au through a mineralized intrusion (blind discovery) on a small maiden program. Now we step out along strike + test other targets in the area. Funded by Newmont. $KLD.v Following up on the grassroots gold discovery we made in [----] where we intersected 157m at [----] g/t Au through a mineralized intrusion (blind discovery) on a small maiden program. Now we step out along strike + test other targets in the area. Funded"
X Link 2025-02-18T20:22Z [----] followers, [----] engagements
"More settlements to come. And the other cases have been consolidated so this isn't a legal fight in multiple jurisdictions draining resources. $BCHT https://ir.birchtech.com/news-events/press-releases/detail/683/birchtech-secures-new-agreement-with-power-utility-from-arizona-litigation https://ir.birchtech.com/news-events/press-releases/detail/683/birchtech-secures-new-agreement-with-power-utility-from-arizona-litigation"
X Link 2025-02-20T15:50Z [----] followers, [---] engagements
"@TREK_Broker @ragnarisapirate And the rest of the cases have been consolidated in Iowa's SD. Divide and conquer strategy won't work. This likely isn't the long and drawn out process that's priced into $BCHT stock"
X Link 2025-02-20T16:01Z [----] followers, [---] engagements
"Bought some $KFR.V Also bought a small piece of $BCBN below [--] cents while I do more due diligence. Interactive Brokers is letting me lend those shares out for 20% which has to be some kind of mistake but I will take it"
X Link 2025-03-28T16:57Z [----] followers, [---] engagements
"$KGCRF now [--] cents and not close to fair value. Still one of the best risk/reward setups in the gold sector"
X Link 2025-05-08T17:58Z [----] followers, [----] engagements
"@James_Duade A deal with an industrial carbon emitter could change the perception of the business model and the $BCBNF overnight. Theyve hinted at this during investor meetings and calls. Good risk/reward setup"
X Link 2025-05-09T19:42Z [----] followers, [---] engagements
"We're running now like only a microcap derivative can . on less than $50K in daily volume. $KGCRF $KGCRF now [--] cents and not close to fair value. Still one of the best risk/reward setups in the gold sector. https://t.co/WatYFuRE8V $KGCRF now [--] cents and not close to fair value. Still one of the best risk/reward setups in the gold sector. https://t.co/WatYFuRE8V"
X Link 2025-05-23T02:51Z [----] followers, [----] engagements
"Going to be moving over to the stack until the glitches are sorted. Maybe longer. Looks like my posts and DMs for the last two days havent actually gone through. Anyway I trimmed $LEU above $115 this week. Also peeled off a tiny piece of $KGCRF above [--]. https://twitter.com/i/web/status/1926288225615671512 https://twitter.com/i/web/status/1926288225615671512"
X Link 2025-05-24T14:44Z [----] followers, [---] engagements
"My two cents is the market is putting a very healthy management discount on $BCHT. Its taken a while to get to this point with several missteps along the way including but not limited to the TSX listing and the debt restructuring deal. The thing to remember is that none of that matters once the judge rules on damages. $BCHT is a when situation not an if situation"
X Link 2025-06-21T17:06Z [----] followers, [---] engagements
"Summary: Added: Undisclosed royaltyco (new position) Comstock Inc. (avg up) Undisclosed preferred share (new position) Sold: Sailfish Royalty (exited position) Elemental Altus (exited position)"
X Link 2025-06-22T15:42Z [----] followers, [---] engagements
"For the love of god please tell me this is going to make $UAN go up. Becoming clear Uncle Carl doesn't have his fastball anymore and there's no takeover coming. For those saying today's threats of tariffs on Russia don't matter because the US "doesn't trade with Russia" look to the #fertilizer sector. Russia is our top origin for both #urea & #UAN imports with their market share growing substantially in recent years. #oatt https://t.co/As3izArRy5 For those saying today's threats of tariffs on Russia don't matter because the US "doesn't trade with Russia" look to the #fertilizer sector. Russia"
X Link 2025-07-14T20:03Z [----] followers, [----] engagements
"@1_adoy Do this long enough and everything rhymes. The resemblance of this setup to $KGCRF was uncanny. Besides after missing on $SSL.TO I wasnt going to let management keep me out of another torqued multibagger"
X Link 2025-07-21T01:36Z [----] followers, [---] engagements
"Portfolio updates: Sold $UAN (18% gain over multi-year holding period but with more than $60 in taxable distributions. This didnt work and the Icahn put could be gone) $MLX.AX (16% gain was a mistake to get back in. Greentech bid failed. Cash rich but I dont understand the corporate strategy. Im no tin baron.) Bought $MFG.V (new pos). Starter position while I learn more about the company. Was really impressed with the Money of Mine/YAVB interviews. $NGEX.TO (new pos). Wheres my royalty $LODE (avg. up) https://twitter.com/i/web/status/1948774302280560722"
X Link 2025-07-25T15:56Z [----] followers, [----] engagements
"This is huge. $FATBP Cc: @Uzocapital @1035_Capital https://ir.fatbrands.com/news/news-details/2025/U-S--Department-of-Justice-Drops-All-Charges-Against-Andrew-Wiederhorn-FAT-Brands-William-Amon-and-Rebecca-Hershinger/default.aspx https://ir.fatbrands.com/news/news-details/2025/U-S--Department-of-Justice-Drops-All-Charges-Against-Andrew-Wiederhorn-FAT-Brands-William-Amon-and-Rebecca-Hershinger/default.aspx"
X Link 2025-07-30T01:06Z [----] followers, [----] engagements
"I will see your $KGCRF gloating and raise you a $GROY.WT Microcap derivatives theyre a wonderful thing. Today $KGCRF traded $1.00 USD That's the leaf of wisdom and gloating off the eucalyptus tree today Today $KGCRF traded $1.00 USD That's the leaf of wisdom and gloating off the eucalyptus tree today"
X Link 2025-08-06T18:10Z [----] followers, [----] engagements
"The intrinsic value of $KGCRF is now hovering around CAD$4. [-----] x $30 = $3.99 If you can deal with the illiquidity still incredible value on a risk/reward basis"
X Link 2025-09-04T16:20Z [----] followers, [----] engagements
"I was wrong on almost everything about $BCHT particularly treble damages and when the settlement would arrive. Now I have doubts about the viability of the water business given the messaging coming from the EPA. I'm not completely throwing in the towel but I've reduced the position by 75%. Also been adding more $BCHT to my already overstuffed position. The former $MEEC gets paid treble damages in a few weeks. Also been adding more $BCHT to my already overstuffed position. The former $MEEC gets paid treble damages in a few weeks"
X Link 2025-09-18T11:31Z [----] followers, [----] engagements
"@Phoenix_FFM The EPA is backtracking on PFAS. The Berkshire-linked utilities are intent on going to trial. Court ruling is taking an uncomfortably long time. General uneasiness with management. Main item: opportunity cost of holding $BCHT. Id rather own more $LODE among other stocks"
X Link 2025-09-18T17:56Z [----] followers, [---] engagements
"My latest on the Stack. A day-late look at some portfolio optimizations. Why hold laggards in a gold bull market Selling $STRR.V Selling $BCHT $ETHE trade update Buying to $EPL.V to capture a future spinco"
X Link 2025-09-22T21:15Z [----] followers, [----] engagements
"@Predictivepowe1 @quantsisco As of now Comstock gets 50% of the spot price for its recovered silver"
X Link 2025-10-23T22:22Z [----] followers, [---] engagements
"Can anyone sell $NGEX.TO in their TD Direct Investing account"
X Link 2025-10-27T16:51Z [----] followers, [----] engagements
"XAUT is much less profitable than USDT as there's no yield to clip - profit comes exclusively from fees related to minting and redeeming coins. If Tether starts taking royalty companies private this becomes a lot more interesting. Can you take delivery of an NSR payment in gold rather than cash A stream of gold and gold equivalent payments gives XAUT a competitive advantage by not having to source supply entirely in the open market"
X Link 2025-10-28T00:06Z [----] followers, [---] engagements
"@1_adoy ELE seems like a unique case: large shareholders looking to exit. When they wanted to swallow EMX they paid full price. The play for you and me is to own GROY MTA etc and wait for an offer rather than owning the Tether sidecar and hoping they do right by you"
X Link 2025-10-28T01:52Z [----] followers, [---] engagements
"@PeterRHann1 Fair enough. You can make good money trading around Hycroft. But as a takeout target the refractory ore problem needs to be solved. Remember that Newmont or anyone else could have bought the deposit out of bankruptcy before Mudrick took it public via SPAC"
X Link 2025-10-28T23:19Z [----] followers, [--] engagements
"If $LODE hits on Bioleum and Metals you're cooking with gas. But you only need them to succeed with one to put some meat on the bone. Monetizing the other stuff is the gravy"
X Link 2025-10-28T23:57Z [----] followers, [----] engagements
"@Meditate_Run Here's the Quartr transcript from an old earnings call spelling it out. The equity stake is tied to performance so there's alignment with shareholders"
X Link 2025-10-29T00:01Z [----] followers, [---] engagements
"I took a hiatus from writing my newsletter to watch the Blue Jays play post season baseball. When I did that I didn't expect the Jays to be standing toe-to-toe with the Dodgers trading haymakers four games into the WS. Full portfolio update coming this weekend along with a few other thoughts . as long as it doesn't go to extra innings in game [--]. I agree with this. As the metals bull market continues - and it will continue - I have less to say about it. Now is a time to watch playoff baseball. You shouldve been positioned a while ago in your favourite names taking profits now as you trim."
X Link 2025-10-29T05:39Z [----] followers, [----] engagements
"@YellowLabLife Gold is $4000 $KGCRF should be trading like its money good"
X Link 2025-10-30T01:28Z [----] followers, [----] engagements
"When the clock struck midnight I didnt get the World Series victor I was hoping for. But I got good food with good friends and a wonderful new extended family"
X Link 2025-11-02T15:23Z [----] followers, [--] engagements
"Been adding to $KGCRF below $1.30 this week. Dont see any reason to over complicate things"
X Link 2025-11-08T19:01Z [----] followers, [----] engagements
"@deusexdividend They have golf course software in the portfolio. I know how little value it provides relative to the escalating cost so this seemed plausible. I've never owned $CSU.TO because I had no idea how to value it. Constellation is the rollup that never blew up"
X Link 2025-11-10T19:54Z [----] followers, [---] engagements
"I took the tax loss on $FATBP. The US government seems intent on snuffing out discretionary spending on one side and on the other hammering franchisees with tariffs on that new deep fryer. Add wage inflation from those ICE raids and Im lucky the loss isnt larger"
X Link 2025-11-10T21:11Z [----] followers, [---] engagements
"Clean Seed Capital. Sales numbers in Q1 will validate the business and balance sheet restructurings have worked. Winning the small-cap game isnt luck. Its ruthless selectivity. Pass on [--] tickers Lock in when managements obsessed with execution insider buys stack up and the numbers keep improving. Evidence not hype is how you get paid. Winning the small-cap game isnt luck. Its ruthless selectivity. Pass on [--] tickers Lock in when managements obsessed with execution insider buys stack up and the numbers keep improving. Evidence not hype is how you get paid"
X Link 2025-11-26T17:27Z [----] followers, [---] engagements
"Famous last words but $ASTL.TO looks compelling down at $6. You're getting billions in irreplaceable assets and a government backstop. Algoma steel is very supportive of todays announcement by @MarkJCarney. In particular we welcome the measures that will encourage greater domestic use of Canadian steel and aid our ability to provide our product across the country. #ASTL #CanadianSteel #OntarioMade Algoma steel is very supportive of todays announcement by @MarkJCarney. In particular we welcome the measures that will encourage greater domestic use of Canadian steel and aid our ability to"
X Link 2025-11-26T23:10Z [----] followers, [----] engagements
"@Jordan_Kofman I take your point. I'm going to do some work on this. If this is a high uncertainty stock priced like it's a high-risk stock this could be worth buying some LEAPs"
X Link 2025-11-27T04:59Z [----] followers, [--] engagements
"If I'm Tether I make my unsolicited tender offer now - put the bear hug on and see what happens. With 16.9mm warrants in the money + whatever incentive options are outstanding you're looking at 212mm FD shares. There are lot of Katusa subscribers who bought GROY at IPO and held through. For them $5 maybe gets them back to even and willing to exit the train. Then there are the newer institutional shareholders brought into the story by management below $2 this year. They may want more but they'll push DG to engage/negotiate. We know financing isn't a problem for Tether. What we don't know is"
X Link 2025-12-01T18:34Z [----] followers, [---] engagements
"@button_fml 😂 I cant muster the motivation. Were in a gold bull market. Theres not much to add every week other than dont fuck it up. Is there anything specific you would want me to write about I can take requests if they are lucid"
X Link 2025-12-02T00:25Z [----] followers, [---] engagements
"@ItsMyst88 @Yux_ @latinmines The poison pill just forces Tether to make an offer before buying up too much stock and is standard practice in these situations. I am no Adnani/Garafalo fan and I live in fear theyll find a way to fuck this up but the pill isnt them screwing shareholders"
X Link 2025-12-02T23:48Z [----] followers, [--] engagements
"@ItsMyst88 @Yux_ @latinmines I cant recall a situation where a poison pill was actually triggered. The acquirer would go to court to get the poison pill lifted before throwing their money away by triggering a dilution event"
X Link 2025-12-03T03:58Z [----] followers, [---] engagements
"$AP.UN didnt really move after the dividend cut as its been priced in for a while. That said most of the bagholder commentary on this app has completely missed the point. Occupancy Still below its 90% occupancy target reaching 87.4% on a leased basis. That drops to 84% if you exclude Shopify which isnt actually using its space at The Well and subleasing most of it out. Renewal and new tenant comps were always going to be negative based on pre-2020 leases. But Allied is taking haircuts above and beyond their competitors: essentially they get lower quality tenants or offer steep discounts to"
X Link 2025-12-03T13:52Z [----] followers, [---] engagements
"Net proceeds will be used to fund costs on the Company's resource properties plus working capital. Sounds like a keep the lights on financing. Salazar Resources Announces Private Placement $SRL.V https://t.co/lfGilpLT5q Salazar Resources Announces Private Placement $SRL.V https://t.co/lfGilpLT5q"
X Link 2025-12-03T17:57Z [----] followers, [----] engagements
"All the IP required by Bioleum to maximize SAF yields and output is now in house. With no dilution at the holdco level. $LODE https://www.theglobeandmail.com/investing/markets/markets-news/GlobeNewswire/36503812/bioleum-corporation-acquires-hexas-biomass-inc/ https://www.theglobeandmail.com/investing/markets/markets-news/GlobeNewswire/36503812/bioleum-corporation-acquires-hexas-biomass-inc/"
X Link 2025-12-08T15:24Z [----] followers, [---] engagements
""Beneath the relative calm of bond markets in recent months a battle of wills is playing out between the administration and investors concerned about the persistently high U.S. deficit and debt levels." https://www.reuters.com/business/finance/tenuous-peace-between-trump-30-trillion-us-bond-market-2025-12-29/ https://www.reuters.com/business/finance/tenuous-peace-between-trump-30-trillion-us-bond-market-2025-12-29/"
X Link 2025-12-31T01:26Z [----] followers, [---] engagements
"First transaction of [----] is completely exiting $BCHT. Mediocre management team trying to ramp up a mediocre water treatment business. In the meantime they're selling a product they didn't invent to a bunch of customers they wrangled at (metaphorical) gunpoint. I was wrong I'll take the small profit move on. I was wrong on almost everything about $BCHT particularly treble damages and when the settlement would arrive. Now I have doubts about the viability of the water business given the messaging coming from the EPA. I'm not completely throwing in the towel but I've reduced the I was wrong on"
X Link 2026-01-03T12:55Z [----] followers, [----] engagements
"I built a position in Westhaven Gold below the Dundee placement price. Given Goodmans recent track record Im fine putting money into $WHN.V and seeing what the drill program yields. I am okay taking on balance sheet risk or drill bit risk. I try to avoid situations where I am taking on both. https://twitter.com/i/web/status/2008944742562681224 https://twitter.com/i/web/status/2008944742562681224"
X Link 2026-01-07T16:52Z [----] followers, [----] engagements
"@latinmines 100% It's why I track the annualized IRR of each investment rather than the annual return of my total portfolio. I'm investing to live - I use merger-arbs to pay for vacations - because the other way around is pretty vacant"
X Link 2026-01-12T22:11Z [----] followers, [---] engagements
"@Yux_ @latinmines $TINY.V is a zero run by some of the worst capital allocators in the public markets. But they promote very well with their Warren-and-Charlie shtick. Short it around earnings and you can usually pay for a decent trip. Shorting Electra Battery Metals paid for a safari"
X Link 2026-01-12T23:25Z [----] followers, [---] engagements
"@RegSnowdon You effectively get a 40% free carry in an insane metals bull market. And you get it without anymore dilution to prove you have four viable assets. And youre partnered with a team thats betting on your assets to transform their company"
X Link 2026-01-14T04:38Z [----] followers, [--] engagements
"@real_MikeBarnes At current prices even if they're pulling less ore out of the ground at Pan how do they not print money If they can keep $EQX from dumping their $MAI.V shares in the open market even better"
X Link 2026-01-14T19:37Z [----] followers, [----] engagements
"@jtourzan @WitteWitte30 @real_MikeBarnes There's also the warrant overhang although that doesn't seem to bother other people the way it bothers me"
X Link 2026-01-14T21:09Z [----] followers, [---] engagements
"@WitteWitte30 @jtourzan @real_MikeBarnes That many warrants also puts a ceiling on the price. I have my doubts about Pan but the gold price mitigates that. In a metals bull market I just see better risk/reward setups elsewhere"
X Link 2026-01-14T21:24Z [----] followers, [---] engagements
"@CDInewsletter I use $MNY.TO when I have large cash balances. Curious if you have a better option or just prefer a HY savings account"
X Link 2026-01-17T16:35Z [----] followers, [---] engagements
"@Uzocapital Im trying really hard to hold on for the ride in this metal bull market. GROY makes it easy to sell and have no regrets"
X Link 2026-01-19T13:25Z [----] followers, [---] engagements
"I also used a chunk of the proceeds to pay down the mortgage. I plan to use this bull market to become bulletproof and start marriage [---] right"
X Link 2026-01-21T18:16Z [----] followers, [---] engagements
"Never did start that hookers and cocaine fund. But I did sell SPUT at the open for $32 and then it promptly dropped through the floor. Not sure why other than its a bull market and everything is coming up Sultan. I am trading beta for alpha and freeing up money to buy other things. I'll put some of the proceeds into SPUT and eventually an $ETH ETF. The rest of it is going in my hookers and cocaine fund. I'll put some of the proceeds into SPUT and eventually an $ETH ETF. The rest of it is going in my hookers and cocaine fund"
X Link 2026-01-26T17:26Z [----] followers, [----] engagements
"@SultanAmeerali Polaris Infrastructure is now my largest position followed by Ackroo. $PIF $RAMPD $AKR"
X Link 2016-07-05T11:34Z [----] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::SultanAmeerali