# ![@rynokinsight Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1818252754424348672.png) @rynokinsight Rynok Insight

Rynok Insight posts on X about $emx, in the, $emxv, $xom the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1818252754424348672/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1818252754424348672/c:line/m:interactions.svg)

- [--] Week [------] -52%
- [--] Month [-------] +624%
- [--] Months [-------] +247%
- [--] Year [-------] +207%

### Mentions: [--] [#](/creator/twitter::1818252754424348672/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1818252754424348672/c:line/m:posts_active.svg)

- [--] Week [--] +132%
- [--] Month [--] +46%
- [--] Months [---] +26%
- [--] Year [---] +64%

### Followers: [---] [#](/creator/twitter::1818252754424348672/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1818252754424348672/c:line/m:followers.svg)

- [--] Week [---] +3.40%
- [--] Month [---] +11%
- [--] Months [---] +129%
- [--] Year [---] +340%

### CreatorRank: [---------] [#](/creator/twitter::1818252754424348672/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1818252754424348672/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  40.57% [stocks](/list/stocks)  32.08% [countries](/list/countries)  8.49% [cryptocurrencies](/list/cryptocurrencies)  7.55% [currencies](/list/currencies)  4.72% [technology brands](/list/technology-brands)  3.77% [luxury brands](/list/luxury-brands)  0.94% [fashion brands](/list/fashion-brands)  0.94% [travel destinations](/list/travel-destinations)  0.94% [social networks](/list/social-networks)  0.94%

**Social topic influence**
[$emx](/topic/$emx) #3, [in the](/topic/in-the) 9.43%, [$emxv](/topic/$emxv) 9.43%, [$xom](/topic/$xom) #62, [gold](/topic/gold) 7.55%, [gas](/topic/gas) 6.6%, [money](/topic/money) 6.6%, [$cve](/topic/$cve) #7, [$cnq](/topic/$cnq) #17, [ceo](/topic/ceo) 5.66%

**Top accounts mentioned or mentioned by**
[@nuggetcapital](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@tsxman](/creator/undefined) [@pawlicker88](/creator/undefined) [@bubleqe](/creator/undefined) [@santiagoaufund](/creator/undefined) [@cubedpermian](/creator/undefined) [@razoroil](/creator/undefined) [@thewiseic](/creator/undefined) [@colinca92604304](/creator/undefined) [@bonerjamz2003](/creator/undefined) [@madsposting](/creator/undefined) [@stevenl63239275](/creator/undefined) [@tradeoilstocks](/creator/undefined) [@highyieldharry](/creator/undefined) [@ttmygh](/creator/undefined) [@taobanker](/creator/undefined) [@sstapczynski](/creator/undefined) [@stevewps](/creator/undefined) [@flexj](/creator/undefined)

**Top assets mentioned**
[Exxon Mobil (XOM)](/topic/$xom) [Cenovus Energy Inc. (CVE)](/topic/$cve) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Franco-Nevada Corporation (FNV)](/topic/$fnv) [Suncor Energy, Inc. (SU)](/topic/$su) [Wheaton Precious Metals Corp. Common Stock (WPM)](/topic/$wpm) [Royal Gold Inc (RGLD)](/topic/$rgld) [British American Tobacco (BTI)](/topic/$bti) [Osisko Gold Royalties Ltd (OR)](/topic/$or) [The Sandbox (SAND)](/topic/$sand) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [PAN American Silver Corp (PAAS)](/topic/$paas) [ProFrac Holding Corp. (ACDC)](/topic/$acdc) [Elevation Oncology, Inc.  (ELEV)](/topic/$elev) [Imperial Oil Limited (IMO)](/topic/$imo) [Patterson-UTI Energy Inc (PTEN)](/topic/$pten) [Triple Flag Precious Metals Corp. (TFPM)](/topic/$tfpm) [PolkaBridge (PBR)](/topic/$pbr) [VALE S.A. (VALE)](/topic/$vale) [Philip Morris International Inc. (PM)](/topic/$pm) [Apple, Inc. (AAPL)](/topic/$aapl) [Baytex Energy Corp. (BTE)](/topic/$bte) [FIRST MAJESTIC SILVER CORP (AG)](/topic/$ag) [mStable (MTA)](/topic/$mta) [Shake Shack Inc. (SHAK)](/topic/$shak) [Tapestry, Inc. (TPR)](/topic/$tpr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Following up on yesterday's adds: $BTI surprised on its US Velo relaunch. Strong turnaround in a growing unsaturated category with roadmap trail-blazed by $PM. $CVE I recommend the writeup from @NuggetCapital. Insider alignment + IOC tipped the scale vs adding $CNQ. 48bps in the red right now vs S&P [---] about 5x worse. Added $BTI at $40.73 2.4% weight. 48bps in the red right now vs S&P [---] about 5x worse. Added $BTI at $40.73 2.4% weight"  
[X Link](https://x.com/anyuser/status/1899409959906906479)  2025-03-11T10:39Z [---] followers, [----] engagements


"@tradeoilstocks So you bought back into oil after being sick of ShitCos like $CVE but you bought $CVE. How does that work"  
[X Link](https://x.com/anyuser/status/1843371823649722584)  2024-10-07T19:24Z [---] followers, [---] engagements


"Great point from @NuggetCapital is to make sure your buyback is a real buyback. I own and like $CNQ but dislike the dividend weighting vs buybacks. $IMO is an absolute champion comparatively. #com #oott My podcast with @NuggetCapital is up this morning. We talked about the upcoming election in Canada his thoughts on different stocks in Canadian energy and real estate markets and what he looks for when evaluating those opportunities. Links 👇 My podcast with @NuggetCapital is up this morning. We talked about the upcoming election in Canada his thoughts on different stocks in Canadian energy"  
[X Link](https://x.com/anyuser/status/1907840176606552160)  2025-04-03T16:58Z [---] followers, [----] engagements


"Todays trades: $XOM increased weight to 14% $SU increased weight to 10% $CVE (re)opened at 1% weight sold Jun 12Ps to 3% notional Cruise control for cool. On vacation so no pretty chart enjoy the comic:"  
[X Link](https://x.com/anyuser/status/1919469733990056041)  2025-05-05T19:10Z [---] followers, [---] engagements


"YTD Perf +15.1% - $IMO ran too hard too fast trimmed the position today and added to $CVE silly cheap - $SU for + OFS allocation + $PDS & $PTEN last week @NuggetCapital has great notes on them + $KLDCF more speculative baby $EMX Options are $AAPL 30/60 day puts"  
[X Link](https://x.com/anyuser/status/1932490489003192654)  2025-06-10T17:30Z [---] followers, [----] engagements


"Little update on top precious metals oppos I like: 1) $ELE Dave Cole is my favorite CEO in the space and Elemental is still cheap (30% discount to $TFPM and $OR on EV/NAV). Pristine balance sheet and ample liquidity to acquire new assets. Continued exploration upside on Casserones Timok and other properties is going to print NAV. M&A though speculative appears to be of interest to the board. Development assets are chugging away. The prospect generation arm is ready to print in the nascent CapEx boom. Nothing but tailwinds with a focused shareholder-obsessed team on a differentiated business"  
[X Link](https://x.com/rynokinsight/status/2006835375126524311)  2026-01-01T21:10Z [---] followers, [----] engagements


"Eco Atlantic Oil & Gas $ECAOF $EOG.V post is up on the blog. Link to the post will be in the comments. If youre up for a speculative O&G read Im starting to nibble on $ECAOF $EOG.V Eco Atlantic Oil & Gas. Ill put together a full blog post but the teaser is: $29M EV $4M in cash no debt $11.5M in the mail from a farm down to TotalEnergies and QatarEnergy - Exploring https://t.co/kOTkKWgGY0 If youre up for a speculative O&G read Im starting to nibble on $ECAOF $EOG.V Eco Atlantic Oil & Gas. Ill put together a full blog post but the teaser is: $29M EV $4M in cash no debt $11.5M in the mail from a"  
[X Link](https://x.com/rynokinsight/status/1988271788015353866)  2025-11-11T15:45Z [---] followers, [----] engagements


"Tony Marino as CEO of Baytex Energy brutally frame mogged Eric Greager. Its plain to see why Tenaz is outperforming. $TNZ.TO $BTE.TO #OOTT"  
[X Link](https://x.com/rynokinsight/status/2020628616065990923)  2026-02-08T22:39Z [---] followers, [----] engagements


"@HighyieldHarry [--] years an analyst 💀"  
[X Link](https://x.com/anyuser/status/1891688615203278970)  2025-02-18T03:18Z [---] followers, [----] engagements


"Portfolio after bringing cash down from 20% to 8.6% this week. What's new -Picked up $CVE and $BTI -Small adds to $SAND $FNV $CNQ -Reinvested $XOM div Might bring cash down to 5% if gold retests the 50DMA before $3k and the R&SCos cool off a bit"  
[X Link](https://x.com/anyuser/status/1900088166159089697)  2025-03-13T07:34Z [---] followers, [---] engagements


"Decided to take some money off the precious/semiprecious metals trade today and put it to work somewhere that may seem a bit unexpected. Rather than sitting greedy (albeit with the houses money) on a tail position in Pan American Silver and some recent gains in Lundin Mining I want to be where nobody else wants to be - brutally high risk offshore oil & gas exploration. So I started a position in Petrobras $PBR. I should probably spend time doing a long form post the way I did with Eco Atlantic (recent multi-bagger and great oppo). The thesis is largely the same: 1) The business itself is so"  
[X Link](https://x.com/anyuser/status/2020938528230953018)  2026-02-09T19:11Z [---] followers, [----] engagements


"Week in review: YTD Perf 45.0% Trimmed $IPCFF $IPCO.TO at a hair over 10% gain to roll into $ECAOF $EOG.V. While speculative the Orinduik stacked pay farm-out is a probabilistic outcome in the coming 6-12mos and there is a very real likelihood of subsequent results surpassing Exxon's Liza in shallower water. The de-risked exploration model ongoing and forthcoming Namibia farm-outs and funded Orange Basin drilling all get me hot. Assorted thoughts: - Last week I shared my thoughts on Canadian E&P valuations being expensive and unattractive relative to US-based OFS or even the US supermajors. I"  
[X Link](https://x.com/rynokinsight/status/1990100207111942288)  2025-11-16T16:50Z [---] followers, [----] engagements


"Ever buy something that moves you enough to buy the stock New consumer discretionary post is up on the blog for $DECK Deckers Outdoor Corp. Theyre UGG and HOKA roughly 50/50 sales split great company on sale. Link to the post will be in the comments"  
[X Link](https://x.com/rynokinsight/status/1997755702647849429)  2025-12-07T19:50Z [---] followers, [----] engagements


"Watching people bid up the most stinky ShitCos of precious metals equities right now like $AG $MTA and even worse than those random ScamCos and no reserve/resource explorers. Did the gold and silver mania phase just kick off boys"  
[X Link](https://x.com/rynokinsight/status/1999485184476074197)  2025-12-12T14:23Z [---] followers, [---] engagements


"Im visiting Boston MA for Christmas and some observations from visiting the Prudential Center (high-end retail) yesterday: - Place was bumping around lunchtime - Highest traffic around Coach (total mad house) $TPR Polo RL $RL Alo Gucci $PPRUY Shake Shack $SHAK and the assorted high-end candy shops - No lines out the door for Louis Vuitton $LVMHF like years before. Light traffic. - Celine $LVMHF Burberry $BRBY Montblanc $CFRUY Balenciaga $PPRUY Dior $LVMHF were empty. No visitors. - Non-Rolex watch stores were completely dead. Rolex was extremely quiet (busier at the Amsterdam airport). - Hoka"  
[X Link](https://x.com/rynokinsight/status/2000218300224069805)  2025-12-14T14:56Z [---] followers, [---] engagements


"My honest opinion on shareholder alignment over at $CNQ: #COM #OOTT"  
[X Link](https://x.com/rynokinsight/status/2011798696283824364)  2026-01-15T13:52Z [---] followers, [----] engagements


"$CNQ bros enjoying a base dividend at 95% of FCF and buybacks barely offsetting SBC. #COM #OOTT"  
[X Link](https://x.com/rynokinsight/status/2012835574315458640)  2026-01-18T10:32Z [---] followers, [----] engagements


"Up 408% since publishing in November. $ECAOF $EOG.V Eco Atlantic Oil & Gas $ECAOF $EOG.V post is up on the blog. Link to the post will be in the comments. https://t.co/NMIuX2TEi2 Eco Atlantic Oil & Gas $ECAOF $EOG.V post is up on the blog. Link to the post will be in the comments. https://t.co/NMIuX2TEi2"  
[X Link](https://x.com/rynokinsight/status/2016952644212793680)  2026-01-29T19:12Z [---] followers, [---] engagements


"I see the value @SFarringtonBKC $CROX"  
[X Link](https://x.com/rynokinsight/status/2018663760031039889)  2026-02-03T12:32Z [---] followers, [----] engagements


"@NuggetCapital @cubedpermian Cardinal is so wild. Shareholders absolutely adore dilutive financing for CapEx because all they see is a high base dividend. Shame we didn't get a $40 WTI drought"  
[X Link](https://x.com/rynokinsight/status/2019356947154366965)  2026-02-05T10:26Z [---] followers, [--] engagements


"And when I got here you know I was like a kid in a candy store: got money no attachments nothing to do and I started partying. It got wild. - Tenaz Energy CEO Tony Marino probably $TNZ.TO $ATUUF #TeamMarino"  
[X Link](https://x.com/rynokinsight/status/2019419137471312281)  2026-02-05T14:33Z [---] followers, [---] engagements


"Post-GEMS acquisition Tenaz has such deep goth baddie inventory that excel cant even handle a NAV analysis"  
[X Link](https://x.com/rynokinsight/status/2019421158249283840)  2026-02-05T14:41Z [---] followers, [---] engagements


"Everything in its right place $MSTR"  
[X Link](https://x.com/rynokinsight/status/2019520405669835247)  2026-02-05T21:16Z [---] followers, [---] engagements


"ExxonMobils share price runs circles around ShitCos like Canadian Natural Resources because they actually buy back stock. A lot of it. $XOM #OOTT"  
[X Link](https://x.com/rynokinsight/status/2019792706440946165)  2026-02-06T15:18Z [---] followers, [---] engagements


"It helps to have an integrated model lead in R&D and make investments sound at $40WTI but not everyone can be so preem. Sucks to suck"  
[X Link](https://x.com/rynokinsight/status/2019795273971548188)  2026-02-06T15:28Z [---] followers, [---] engagements


"RT @ttmygh: Price. Insensitive. Buyers. Why on earth would the PBoC buy LESS gold because the price fell"  
[X Link](https://x.com/rynokinsight/status/2020071694870933771)  2026-02-07T09:46Z [---] followers, [--] engagements


"@taobanker Beyond the fact that 3/4s of the content there is unregulated porn or AI generated pitching the absolute worst human capital on the internet as an asset is like pitching gonorrhea"  
[X Link](https://x.com/rynokinsight/status/2020154790303486460)  2026-02-07T15:16Z [---] followers, [---] engagements


"Week in Review: YTD Perf 18.0% No position changes. - Strong performance in Exxon $XOM and Tenaz $ATUUF $TNZ.TO offset a heavy drawdown in Elemental Royalty. - The Exxon position may look comically oversized but I prefer the term well-endowed. Every time they report we're seeing a meaner business with guidance for double-digit % incremental EUR uplift on shale. Some people think the Permian has peaked but that's bullshit. This is Exxon's world and everyone else is living in it. - I remain tempted to dump my tail position in Pan American $PAAS for Elemental $ELE given the former is trading at"  
[X Link](https://x.com/rynokinsight/status/2020499751498658137)  2026-02-08T14:07Z [---] followers, [----] engagements


"@RazorOil Razor out there mewing like Darren Woods in the White House. Sigma rotation with oil and gas mogging everyone right now"  
[X Link](https://x.com/rynokinsight/status/2020921512560074974)  2026-02-09T18:03Z [---] followers, [---] engagements


"Skate to where the puck is going White boy. - Wayne Gretzky I think $PBR Decided to take some money off the precious/semiprecious metals trade today and put it to work somewhere that may seem a bit unexpected. Rather than sitting greedy (albeit with the houses money) on a tail position in Pan American Silver and some recent gains in Lundin Mining I https://t.co/oMZoHwADeI Decided to take some money off the precious/semiprecious metals trade today and put it to work somewhere that may seem a bit unexpected. Rather than sitting greedy (albeit with the houses money) on a tail position in Pan"  
[X Link](https://x.com/rynokinsight/status/2021196963035873419)  2026-02-10T12:18Z [---] followers, [---] engagements


"Thank you for the kind shout I think the catalysts were all there in the Dec24 investor day and reaffirmed again this year. Delivering double-digit incremental EUR improvement on shale while other players are tapping out continuing to deliver on cost-advantaged offshore growth at scale and top-tier refining. 20B in buybacks go a long way on top of all that. I think youre seeing similar (albeit less) with Suncor given their production guidance beat and similar relatively-sized buyback program though a bit hampered by their upstream weighting and WCS differential going the wrong way lately."  
[X Link](https://x.com/rynokinsight/status/2021264570493407699)  2026-02-10T16:46Z [---] followers, [---] engagements


"RT @RazorOil: In other news Exxon CEO tells Trump that Venezuela is uninvestable stock up +26% 🫣🪒"  
[X Link](https://x.com/rynokinsight/status/2021265135906500664)  2026-02-10T16:48Z [---] followers, [--] engagements


"I get it but at the same time you have all the AI players suddenly rushing the corporate debt market while the government is prepped for even deeper deficit spending because nothing derails whatever train Washington is on. A construction and manufacturing boom from [--] trillion in AI spend has a higher economic multiplier than white collar consumer spending that has been getting slaughtered. Thats net economic expansion once you work through transitional friction. If the friction of transition leads to fire and a crisis the stakes are so high for economic dominance for the US it will damn well"  
[X Link](https://x.com/rynokinsight/status/2021343290130382986)  2026-02-10T21:59Z [---] followers, [---] engagements


"@tsxman Thats wild. Suncor issued in Q4 at 3.55% and I know its not a perfect comparable but come on"  
[X Link](https://x.com/rynokinsight/status/2021359171074130163)  2026-02-10T23:02Z [---] followers, [---] engagements


"#TeamMarino @SStapczynski Just buy $TNZ.TO and chill @SStapczynski Just buy $TNZ.TO and chill"  
[X Link](https://x.com/rynokinsight/status/2021378054959100072)  2026-02-11T00:17Z [---] followers, [---] engagements


"ERIC NUTTALL DOES NOT WANT YOU TO HEAR THIS If EUR uplift from R&D efforts is graduating US tier [--] shale inventory to tier [--] economics how can we be in a post-shale world The Bay Street twink cannot comprehend this. $XOM"  
[X Link](https://x.com/rynokinsight/status/2021550241095581758)  2026-02-11T11:41Z [---] followers, [---] engagements


"ENTER ECONOMIC ARBITRAGE An EUR differential is opening up between operators on identical acreage. Do you think that someone like Exxon wont exploit the dual valuation multiple/economic arbitrage opportunity The value on a TargetCo like Diamondback is irresistible"  
[X Link](https://x.com/rynokinsight/status/2021553296486580406)  2026-02-11T11:53Z [---] followers, [---] engagements


"AND IT GOES ON Ultimately it doesnt matter who is in the lead now or closing that gap just the direction. There are 100s kbbls/day in production being/to be unlocked today. More tomorrow. Infrastructure in place. No exploration risk. Peak Permianbros are COOKED"  
[X Link](https://x.com/rynokinsight/status/2021558435234369857)  2026-02-11T12:14Z [---] followers, [---] engagements


"@TheWiseIC @SteveWps A Tim Hortons has a higher copper grade by material mass than the global average for copper mines"  
[X Link](https://x.com/rynokinsight/status/2021593085919039632)  2026-02-11T14:32Z [---] followers, [--] engagements


"@NuggetCapital Literally everyone rolling with #TeamMarino"  
[X Link](https://x.com/rynokinsight/status/2021618317862346826)  2026-02-11T16:12Z [---] followers, [---] engagements


"RT @rynokinsight: @NuggetCapital Literally everyone rolling with #TeamMarino"  
[X Link](https://x.com/anyuser/status/2021618391027474729)  2026-02-11T16:12Z [---] followers, [--] engagements


"Trimming in todays session because jfc this is too much too fast. You have to give Rick Rule and @rynokinsight credit on $XOM. I didn't think they'd lose money but I didn't think they'd make money. Up 26% YTD is quite a feat without a real catalyst either in oil. Think you'd be crazy to buy oil stocks here in most cases but congrats on the V. You have to give Rick Rule and @rynokinsight credit on $XOM. I didn't think they'd lose money but I didn't think they'd make money. Up 26% YTD is quite a feat without a real catalyst either in oil. Think you'd be crazy to buy oil stocks here in most"  
[X Link](https://x.com/rynokinsight/status/2021619921751621772)  2026-02-11T16:18Z [---] followers, [---] engagements


"Brazilian Supermodel Gisele Bundchen is out with a message for the brutally deepwatermogged Canadian Oil Mafia - its ok to make mistakes. Its never too late to start Brazilmaxxing. #COM $PBR"  
[X Link](https://x.com/rynokinsight/status/2021665780522529127)  2026-02-11T19:20Z [---] followers, [---] engagements


"@ColinCa92604304 @NuggetCapital Ten point differential YTD fifteen in the TTM. Canadian Natural only catches a bid from generalist flows and their margin is barely covering their obscene base dividend. ShitCo"  
[X Link](https://x.com/rynokinsight/status/2021839292587274650)  2026-02-12T06:50Z [---] followers, [--] engagements


"RT @Flex__J: Paid promoters due exactly what they are paid to do. Each year high-risk out of favor Jr #uranium companies pay millions to m"  
[X Link](https://x.com/rynokinsight/status/2021850015350546716)  2026-02-12T07:33Z [---] followers, [--] engagements


"Must read from @NuggetCapital. Beta oppos and even some alpha have run too hard too fast. Easy come easy go"  
[X Link](https://x.com/rynokinsight/status/2021900200709951528)  2026-02-12T10:52Z [---] followers, [----] engagements


"Little check-in on Eco Atlantic: $EOG.V $ECAOF Eco Atlantic Oil & Gas $ECAOF $EOG.V post is up on the blog. Link to the post will be in the comments. https://t.co/NMIuX2TEi2 Eco Atlantic Oil & Gas $ECAOF $EOG.V post is up on the blog. Link to the post will be in the comments. https://t.co/NMIuX2TEi2"  
[X Link](https://x.com/rynokinsight/status/2021959745394159919)  2026-02-12T14:49Z [---] followers, [---] engagements


"@Pawlicker88 Because I misspelled parastatal 🌝 the image was also borked for whatever reason getting around to some more thoughts on Petrobras Ill do a write up. Its something like an 11% weight in the portfolio after a pretty major rebalance"  
[X Link](https://x.com/rynokinsight/status/2022592002915700802)  2026-02-14T08:41Z [---] followers, [--] engagements


"@Pawlicker88 @_BonerJamz2003 Lame ass communist bullshit"  
[X Link](https://x.com/rynokinsight/status/2014334729999335481)  2026-01-22T13:49Z [---] followers, [--] engagements


"Vale $VALE is up 14% since has room to repeat that but any more than that without another leg up in iron ore or some more gas for Ni+Cu is just multiple expansion. That may or may not be durable (history says no). Week in Review (Vale Special) YTD Perf 5.5% - Exit $PUMP to $VALE with supplemental drawdown of cash - Add to $BRVMF from cash - Picked up some token shares of $XOM on the selloff (can't help myself) Why Vale $VALE and why now It's a polymetallic story and that gives the https://t.co/veH2nQUUr6 Week in Review (Vale Special) YTD Perf 5.5% - Exit $PUMP to $VALE with supplemental"  
[X Link](https://x.com/rynokinsight/status/2014762714443255837)  2026-01-23T18:10Z [---] followers, [---] engagements


"@tsxman I suspect it will be uneventful on the basis that US deficit spending is on track for major acceleration this year (+50% hike in defense spending). Just dont see meaningful duration. Lower dollar is a robust tailwind. Canada tariffs could be another story absent carveouts"  
[X Link](https://x.com/rynokinsight/status/2015321584618107276)  2026-01-25T07:11Z [---] followers, [---] engagements


"IS GOLD ALREADY DONE FOR THE YEAR At +17% MTD this month is likely to end among the top-10 largest monthly gains post-71. The top spikes are historically always part of massive yearly bull runs. I put the data together here for your pleasure: 1) Feb [----] +28.8% FY [----] +66.8% 2) May [----] +26.5% FY +66.8% 3) Dec [----] +26.1% FY [----] +120.6% 4) Sep [----] +25.5% FY [----] +120.6% 5) Jan [----] +24.6% FY [----] +29.6% 6) Feb [----] +22.6% FY [----] +72.6% 7) Jun [----] +22.0% FY [----] +29.6% 8) May [----] +19.9% FY [----] +43.1% 9) Jan [----] +18.0% FY [----] +72.6% 10) Dec [----] +16.9% FY [----] +29.2% Flows data isnt"  
[X Link](https://x.com/rynokinsight/status/2015702220625391774)  2026-01-26T08:23Z [---] followers, [---] engagements


"@yabadabadio Theres certainly a seductive appeal to the manic-depressive euphoria of goth baddies and generational wealth or self-destruction"  
[X Link](https://x.com/rynokinsight/status/2015724674777313308)  2026-01-26T09:53Z [---] followers, [--] engagements


"Golds market cap as a % of the S&P [---] is 57% comparing to peaks from prior runs like 94% in [----] or 243% in [----]. Of course its a different story today but a little historical context is the only guiding light were going to get with todays data and circumstance"  
[X Link](https://x.com/rynokinsight/status/2015738397432651965)  2026-01-26T10:47Z [---] followers, [---] engagements


"Precious metals equities still have plenty of meat on the bone. Current view of most interesting opportunities: [--]. $EMX EV/NAV [--] NCIB free development properties and land bank copper-rich [--]. $KLDCF EV/NAV [--] free exploration portfolio [--]. $FNV & $WPM stellar risk/reward growth + speculative upside built in (Cobre Panama for Franco silver for Wheaton) [--]. $AEM [--] EV/NAV strong development portfolio and stellar acquisition record [--]. $PAAS even better speculative silver upside post-MAG acquisition Escobar + Navidad upside https://twitter.com/i/web/status/1940012109963952392"  
[X Link](https://x.com/anyuser/status/1940012109963952392)  2025-07-01T11:38Z [---] followers, [----] engagements


"Rick Rule named $EMX $EMX.V his top pick a day after you read it here. #1 Rick Rule President & CEO Rule Investment Media LLC was on Marketcall July [--] [----] @RealRickRule His top [--] picks : $emx.v $ogn.v $sii $emx.v - prospect generator - substantial geological knowledge & entrepreneurial acumen (cont) https://t.co/XQnNg96V8x #1 Rick Rule President & CEO Rule Investment Media LLC was on Marketcall July [--] [----] @RealRickRule His top [--] picks : $emx.v $ogn.v $sii $emx.v - prospect generator - substantial geological knowledge & entrepreneurial acumen (cont) https://t.co/XQnNg96V8x"  
[X Link](https://x.com/rynokinsight/status/1941446176651485599)  2025-07-05T10:36Z [---] followers, [----] engagements


"How small and microcap royalty generation businesses trading below NAV look at me as they start delivering a multiple on invested capital $EMX $EMX.V $KLDCF $KLD.V"  
[X Link](https://x.com/rynokinsight/status/1947377078288134280)  2025-07-21T19:24Z [---] followers, [---] engagements


"A new blog post is up on the portfolio's precious metals sleeve as Q3 closes. Tl;dr $EMX + $ELEMF slaps $FNV + $WPM are still fire fr $RGLD finna hit the S&P [---] this cycle no cap $PAAS is the next Dubai chocolate $KLDCF Zach Flood is the next Labubu"  
[X Link](https://x.com/rynokinsight/status/1972309823581741072)  2025-09-28T14:38Z [---] followers, [---] engagements


"Week in Review: YTD Perf 61.3% Keeping it short. Took down $ACDC by half for a high-single digit gain. With the VIX at [--] my spider sense is tingling may clear it from the book for the time being. Love you all. Merry Christmas. 🎄"  
[X Link](https://x.com/rynokinsight/status/2002879125980422502)  2025-12-21T23:09Z [---] followers, [----] engagements


"@_BonerJamz2003 These mfs will acknowledge everything except how much a baddie and an 🎱 can fix your life"  
[X Link](https://x.com/rynokinsight/status/2014143833265606880)  2026-01-22T01:11Z [---] followers, [--] engagements


"darren woods a certified real one never foldin they out here stackin. better days comin im fuckin whit it heavy cuz only rns in exxon. if u aint seein it u sleepin fr $XOM #OOTT"  
[X Link](https://x.com/rynokinsight/status/2014271903955870181)  2026-01-22T09:40Z [---] followers, [---] engagements


"@SFarringtonBKC And yet the SBC charade continues"  
[X Link](https://x.com/rynokinsight/status/2016071039885652003)  2026-01-27T08:49Z [---] followers, [--] engagements


"@NuggetCapital I believe shit already hit the fan. Whats obfuscating is that there is (and will continue to be) an ocean of liquidity in the financial system. Sure prices are flat/down and YoY comps will be bad ex-growth thats one of the (many) reasons gold is outperforming equities"  
[X Link](https://x.com/rynokinsight/status/2016284330184585438)  2026-01-27T22:56Z [---] followers, [--] engagements


"The secret is white Monster. Always has been. Hey big guy want to generate some alpha https://t.co/uMebJRSq8D Hey big guy want to generate some alpha https://t.co/uMebJRSq8D"  
[X Link](https://x.com/rynokinsight/status/2016477295997776355)  2026-01-28T11:43Z [---] followers, [---] engagements


"To be fair you have to have a very high IQ to understand the investment thesis for Tenaz Energy. The strategy is extremely subtle and without a solid grasp of the international M&A climate in mature offshore gas assets most of the value creation will go over a typical retail investor's head"  
[X Link](https://x.com/rynokinsight/status/2016597573960675443)  2026-01-28T19:41Z [---] followers, [---] engagements


"@SFarringtonBKC If I had to do that I suppose Id let loose on some $DECK puts and enjoy the post-earnings IV crush. Great entry price imo"  
[X Link](https://x.com/rynokinsight/status/2016968398274428942)  2026-01-29T20:15Z [---] followers, [---] engagements


"Week in Review: YTD Perf 18.7% No changes week-over-week. O&G and my little slice of Cons Disc floated the portfolio through a wild PMs drawdown yesterday. Nothing to say really. Volatility (up and down) is just massive noise that drowns out signal"  
[X Link](https://x.com/rynokinsight/status/2017590725983027423)  2026-01-31T13:28Z [---] followers, [---] engagements


"+55.9% in [--] days. Beautiful. $EMX $EMX.V Spent today finishing my writeup on $EMX $EMX.V tried to go deep on this one and highlight where I see alpha. Will comment with the post - hope you guys enjoy https://t.co/gqosp4mOqm Spent today finishing my writeup on $EMX $EMX.V tried to go deep on this one and highlight where I see alpha. Will comment with the post - hope you guys enjoy https://t.co/gqosp4mOqm"  
[X Link](https://x.com/rynokinsight/status/1956454337783136366)  2025-08-15T20:33Z [---] followers, [---] engagements


"Updated view of my favorite opportunities in precious metals no pure-play speculation: [--]. $EMX (top general pick through YE) EV/NAV [--] NCIB free development properties and land bank copper-rich. Stellar mix of quality cheap assets and speculative geological upside. [--]. $FNV & $WPM (tie) stellar risk/reward growth speculative upside and optionality built-in (Cobre Panama for Franco silver for Wheaton including Navidad in Argentina). Best-run companies in the sector. You arent getting paid much to go down the risk curve with recent performance and the best have a lot to offer. [--]. $PAAS even"  
[X Link](https://x.com/rynokinsight/status/1962497951101538318)  2025-09-01T12:49Z [---] followers, [----] engagements


"A few days behind (busy weekend) but add another writeup to the buyout club: - EMX Royalty - Sandstorm Gold - Veren - Orogen Royalties [--] in a little over one year of sharing. No comments yet on the pro forma Elemental Royalty need to read up on the BuyCo. $EMX $EMX.V Big news in the royalty space EMX Royalty + Elemental Altus = a new mid-tier gold-focused royalty leader. Missed the live webinar Watch the replay now and catch all the insights: https://t.co/pExTziNfTD #Gold #Mining #Royalty #Merger https://t.co/oiyENADYCL Big news in the royalty space EMX Royalty + Elemental Altus = a new"  
[X Link](https://x.com/rynokinsight/status/1964923467826086335)  2025-09-08T05:27Z [---] followers, [----] engagements


"As promised a new piece up is up on the blog with thoughts on the friendly merger of EMX Royalty Corp and Elemental Altus Royalties. I'm more bullish on the opportunity even after a double on EMX since the first writeup. $EMX $EMX.V / $ELEMD $ELE.V"  
[X Link](https://x.com/rynokinsight/status/1969733116353724676)  2025-09-21T11:59Z [---] followers, [----] engagements


"Favorite PM oppos and thoughts: 1) $EMX is consolidating after an extremely healthy pullback. Trading at a discount to pro forma NAV (silly). Material NAV upside (I believe 2x) from Timok exploration kicker from new Caserones drilling. Still my top oppo through YE sector agnostic. 2) $WPM and $FNV are oversold on their recent pullbacks and Ive been buying. Were nascent in the capital cycle and the market gives no credit to the blue sky growth opportunities. The most impactful assets are streams/royalties for copper (gold) and zinc (silver) mine byproducts. Both copper and zinc markets have"  
[X Link](https://x.com/rynokinsight/status/1981302640223936763)  2025-10-23T10:12Z [---] followers, [----] engagements


"Post-pullback I want to reiterate how strongly I feel about $EMX (pro forma Elemental Royalty). Whether it be from rerating to trade in-line with the intermediate R&S cohort or Timok upside theres $500-750M in upside conservatively attributable to each on $1B EV. A higher gold price isnt necessary to realize material gain and thats special in natural resources. Shareholder value generation runs in Dave Coles genes. I like the stock. Favorite PM oppos and thoughts: 1) $EMX is consolidating after an extremely healthy pullback. Trading at a discount to pro forma NAV (silly). Material NAV upside"  
[X Link](https://x.com/rynokinsight/status/1983559090144989293)  2025-10-29T15:38Z [---] followers, [---] engagements


"Week in review: YTD Perf 46.0% Snap-back WoW was led by $ELE $ELE.V and $PAAS $PAAS.TO Exited $IPCFF $IPCO.TO to cash + $SU $SU.TO on valuation considerations. Suncor hasn't been slouching on its downstream investments and it's not a bad deal at this price while waiting on a crude recovery. It's sitting around 52W highs but so was Lundin Mining in September before running 30% to today. The Base Plant turnaround this summer was a major accomplishment the NCIB has been meaningful and consistent and Rich Kruger has earned the performance. Assorted thoughts: - Following up on last week's pin in"  
[X Link](https://x.com/rynokinsight/status/1994892229794554122)  2025-11-29T22:12Z [---] followers, [----] engagements


"I'm tryna find the words to describe this girl without being disrespectful $ELE $ELE.V Little update on top precious metals oppos I like: 1) $ELE Dave Cole is my favorite CEO in the space and Elemental is still cheap (30% discount to $TFPM and $OR on EV/NAV). Pristine balance sheet and ample liquidity to acquire new assets. Continued exploration upside on https://t.co/6xiZ9XvQzL Little update on top precious metals oppos I like: 1) $ELE Dave Cole is my favorite CEO in the space and Elemental is still cheap (30% discount to $TFPM and $OR on EV/NAV). Pristine balance sheet and ample liquidity"  
[X Link](https://x.com/rynokinsight/status/2010795096044929089)  2026-01-12T19:24Z [---] followers, [---] engagements


"Snapshot of US ETF performance in sectors popular here and with friends. Useful for a peek at trends and helps frame great alpha trades like $TPZ.TO by @BubleQe $DRM.TO by @NuggetCapital $SQ by @marketplunger1 with material beats on the sector or broad market"  
[X Link](https://x.com/anyuser/status/1865476764169908279)  2024-12-07T19:21Z [---] followers, [----] engagements


"@blondesnmoney Got to worry about Godzilla. DYODD"  
[X Link](https://x.com/rynokinsight/status/1867030028300505576)  2024-12-12T02:13Z [---] followers, [----] engagements


"@psychickmo Yep. $565M. Sends a great message to the world about how the USA views foreign investment"  
[X Link](https://x.com/anyuser/status/1875202340707615163)  2025-01-03T15:27Z [---] followers, [----] engagements


"@theepicmap @SantiagoAuFund Kharkiv Ukraine"  
[X Link](https://x.com/anyuser/status/1878699473880391752)  2025-01-13T07:03Z [---] followers, [----] engagements


"LIVE VIEW FROM THE TRENCHES WITH $50 WTI "EVERY DAY ABOVE $40WTI IS A GOOD DAY" -PVT ERIC NUTTALL #OOTT"  
[X Link](https://x.com/rynokinsight/status/1909013483829833983)  2025-04-06T22:40Z [---] followers, [---] engagements


"@MadsPosting I dont know if theres coming back from this one"  
[X Link](https://x.com/rynokinsight/status/1909879216214073438)  2025-04-09T08:01Z [---] followers, [----] engagements


"Alex Verge and the Journey crew have been hoovering up shares on the dip. Not my cup of tea but respect the team putting their money on the line. $joy.to #oott"  
[X Link](https://x.com/rynokinsight/status/1911456821220360203)  2025-04-13T16:29Z [---] followers, [---] engagements


"@SantiagoAuFund Big fan of waking up each morning to just wild developments. Certainly not a boring time to be running money"  
[X Link](https://x.com/rynokinsight/status/1914760041040609737)  2025-04-22T19:15Z [---] followers, [---] engagements


"@SantiagoAuFund They elected Mel Absolute lads"  
[X Link](https://x.com/rynokinsight/status/1920580440169001186)  2025-05-08T20:43Z [---] followers, [---] engagements


"The way $SAND $SSL.TO looks at me any time I check the portfolio"  
[X Link](https://x.com/anyuser/status/1920935533452075495)  2025-05-09T20:14Z [---] followers, [---] engagements


"@MadsPosting Adderall should be available over-the-counter the revive the European economy"  
[X Link](https://x.com/rynokinsight/status/1943007605040836760)  2025-07-09T18:01Z [---] followers, [--] engagements


"Lot of criticism about the $RGLD $SAND deal on Royal. Its M&A for scale. They suffer a higher cost of capital to the big two and thats the basis these companies compete for deals on. Wouldnt be surprised at all to see them eat $OR too"  
[X Link](https://x.com/rynokinsight/status/1942467759901663680)  2025-07-08T06:16Z [---] followers, [---] engagements


"In R=1 selloffs everything goes. We had intraday dips Q2 where Franco-Nevada and Imperial Oil were down more than [--] points. Buying O&G heavy then drove 1/5 of YTD returns. Wish I demolished the ask on Franco and Wheaton. Happy hunting friends"  
[X Link](https://x.com/rynokinsight/status/1977304767572423135)  2025-10-12T09:26Z [---] followers, [---] engagements


"How $ACDC ProFrac Holding looks at me offering another entry oppo close to its 52-week low:"  
[X Link](https://x.com/rynokinsight/status/1991203706369425599)  2025-11-19T17:55Z [---] followers, [----] engagements


"Link is right here: https://rynokinsight.substack.com/p/deckers-outdoor-corporation https://rynokinsight.substack.com/p/deckers-outdoor-corporation"  
[X Link](https://x.com/rynokinsight/status/1997755916113043626)  2025-12-07T19:51Z [---] followers, [---] engagements


"Week in Review: YTD Perf 67.3% Finishing the year strong. - Took $ACDC off to cash expecting downside in H1. - Opened $BRVMF $BRVO.TO miners have been running but Bravo hasn't gotten out of hand. Sometimes you just need to pull the trigger. Luanga will be built and the stars are aligned for a quick (in mining time) buildout similar to NGEx's Lunahuasi. I've been eying the name for a while and will write it up when I get around to it. Planned moves: - Harvest 50% of ProPetro $PUMP extracting initial capital to go past the point of no concern - Harvest $KLDCF $KLD.V I love Zach Flood and the"  
[X Link](https://x.com/rynokinsight/status/2004976634529501412)  2025-12-27T18:04Z [---] followers, [----] engagements


"@SFarringtonBKC Regencell Bioscience Holdings $RGC early-stage traditional Chinese medicine for neurocognitive disorders like ADHD/autism. Zero revenue and going concern risk"  
[X Link](https://x.com/rynokinsight/status/2005443856599482406)  2025-12-29T01:00Z [---] followers, [---] engagements


"Week in Review: YTD Perf 11.8% - Added to Tenaz Energy $TNZ.TO $ATUFF seeing a 2.3x MOIC by year-end. I misspoke in a prior post that this was an increase of 50% one of the buy orders didn't execute and so it's roughly +30%. - Sold 50% of $PAAS to fully recover my initial capital. I think there's probably room to run but want to(have) allocate(d) to copper which is less bubbly and I see more durable upside. - Opened a small position in $LUN.TO $LUMNF Keeping it short this week. Will be buying more Tenaz. https://twitter.com/i/web/status/2012552640039620758"  
[X Link](https://x.com/rynokinsight/status/2012552640039620758)  2026-01-17T15:48Z [---] followers, [----] engagements


"Week in Review: YTD Perf 18.9% We're fully-allocated with Monday purchases of Tenaz Energy $TNZ.TO and Vale $VALE. Portfolio Comments: - The wild outperformance of Royal Gold $RGLD relative to $WPM and $FNV makes me think there's index arbitrage funds starting to step in. Looking forward to screening Q4 13Fs when available. I mentioned this previously as a potential drive for outperformance with $TPL as a comparable. It may drive closure of the valuation gap with the big two or cause a massive overshoot and dump. - Vale $VALE ran to around fair value ex-multiple expansion or a leg up in"  
[X Link](https://x.com/rynokinsight/status/2015139175616692431)  2026-01-24T19:06Z [---] followers, [----] engagements


"Made some tweaks to the every sleeve this week. Finally got around to enough diligence for a position in $IPCO.TO $IPCFF revisited view on $SCR.TO $STHRF and opened a small position as well. Small adds in Meren and Exxon downsize of $CNQ"  
[X Link](https://x.com/rynokinsight/status/1953923080121987384)  2025-08-08T20:55Z [---] followers, [---] engagements


"The Fintwit peanut gallery trying to articulate their investment thesis for the promoted junior miners they bought with zero DD:"  
[X Link](https://x.com/rynokinsight/status/2015478947094344146)  2026-01-25T17:36Z [---] followers, [---] engagements


"How $EMX $EMX.V is looking at me after copper held most of its gains and nobody has bid up the name up"  
[X Link](https://x.com/rynokinsight/status/1943015635400954026)  2025-07-09T18:33Z [---] followers, [---] engagements


"Opportunities I find most interesting right now: $EMX massive discount to NAV with substantial copper leverage by means of royalties is extremely attractive even if the underlying declines on a slowdown. NCIB with strong shareholder base not in any ETFs (yet). $CVE stupid cheap long life cost-advantaged assets retiring preferred shares bringing material cost-advantaged upstream online strong execution and roundly hated. $AOIFF selling at less than half of NAV w/ $70 Brent (producing premium Bonny Light) with two major shareholders exiting into NCIB. No debt exploration upside may take a while"  
[X Link](https://x.com/rynokinsight/status/1945108530383741379)  2025-07-15T13:09Z [---] followers, [---] engagements


"+46.9% in the [--] days since writing and there is still meat on the bone. Stellar royalty portfolio and land bank still trading at a discount to NAV of producing assets and substantially to where the NPV of Timok is likely to land. $EMX $EMX.V Spent today finishing my writeup on $EMX $EMX.V tried to go deep on this one and highlight where I see alpha. Will comment with the post - hope you guys enjoy https://t.co/gqosp4mOqm Spent today finishing my writeup on $EMX $EMX.V tried to go deep on this one and highlight where I see alpha. Will comment with the post - hope you guys enjoy"  
[X Link](https://x.com/rynokinsight/status/1949399962241957905)  2025-07-27T09:22Z [---] followers, [---] engagements


"New post is up on the blog. IPCO was on my to-review list for ages and I finally found the time to dive in and pull the trigger two weeks ago. Link will be in a comment. $IPCFF $IPCO.TO"  
[X Link](https://x.com/rynokinsight/status/1957101677393134081)  2025-08-17T15:26Z [---] followers, [----] engagements


"USD 400M market cap royalty generator business not a lot of investor money is wired for it. A lot of really smart people arent fully engaged with the business model. Their ignorance is your bliss. $EMX $EMX.V @rynokinsight I can't believe no one on Twitter seems to care about EMX. Seems like a lay up to me. @rynokinsight I can't believe no one on Twitter seems to care about EMX. Seems like a lay up to me"  
[X Link](https://x.com/rynokinsight/status/1962801825867829689)  2025-09-02T08:56Z [---] followers, [---] engagements


"A double in [---] days. Thanks for following along friends. $EMX $EMX.V Spent today finishing my writeup on $EMX $EMX.V tried to go deep on this one and highlight where I see alpha. Will comment with the post - hope you guys enjoy https://t.co/gqosp4mOqm Spent today finishing my writeup on $EMX $EMX.V tried to go deep on this one and highlight where I see alpha. Will comment with the post - hope you guys enjoy https://t.co/gqosp4mOqm"  
[X Link](https://x.com/rynokinsight/status/1965079455917027384)  2025-09-08T15:47Z [---] followers, [----] engagements


"Week in review: YTD Perf +39.6% - Exit $BTI at +14% to raise cash - Slight right-sizing trim on $IPCO.TO $IPCFF on de minimis gain to cash probably going to see this on $SCR.TO $STHRF by next week too Assorted thoughts: Royalty and Streaming - Not letting a single share of $EMX $EMX.V go post-merger. I don't think you could ask for a finer pro forma entity and am more bullish today than prior to the deal announcement. I'm keen to see Dave Cole bring the generation model and its durable competitive advantage to the intermediates. Fully expecting multiple further turns on capital here. Will"  
[X Link](https://x.com/rynokinsight/status/1967212602120946049)  2025-09-14T13:03Z [---] followers, [----] engagements


"COPPER: Grasberg joins the list of mines in shutdown may be for quite some time. This is the #2 mine by output 2x Kakula or Cobre Panama. Couldnt get more bullish even with anemic global growth. I like diversified royalties streams and prospect generation. $EMX $RGLD"  
[X Link](https://x.com/rynokinsight/status/1971016030874107960)  2025-09-25T00:56Z [---] followers, [---] engagements


"Exited $IPCO.TO $IPCFF today to cash at a 12% gain. Its a great company but the valuation is really fighting gravity at $58 WTI. With the flush down Im interested to capture some $PTEN or other oppos thrown out with the bath water"  
[X Link](https://x.com/rynokinsight/status/1991591579367404007)  2025-11-20T19:36Z [---] followers, [---] engagements


"Week in Review: YTD Perf 58.3% Biggest actions taken were building cash. OFS has been a bit of a drag on performance but I can't complain. - Recouped initial capital in $ECAOF $EOG.V to cash - Exited $SU $SU.TO to cash (will elaborate below) - Made capital contribution to open $DECK - $XOM dividend was reinvested Assorted thoughts: - Precious metals equities are overheated. - Looks like crude prices are going to circle the drain for a while. I exited Suncor $SU to cash because I expect to get it (or other equities) at a more attractive entry in the coming quarters. They produce substantially"  
[X Link](https://x.com/rynokinsight/status/1999871296348295522)  2025-12-13T15:57Z [---] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing