[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@AAGresearch](/creator/twitter/AAGresearch) "Update on the PGM market: Today $SBSW released the company's Q2 2025 earnings results Sibanye Stillwater reported a net loss of $XXX million for H1 2025 AISC was up accross all their operations except on zinc Production was down on gold No interim dividend declared The X% drop in $SBSW stock price today is likely driven by a combination of a reported net loss in Q2 2025 the absence of an interim dividend and underperformance in South African gold operations as highlighted in the earnings release" [X Link](https://x.com/AAGresearch/status/1961155514017931688) [@AAGresearch](/creator/x/AAGresearch) 2025-08-28T19:54Z 5176 followers, 4263 engagements "Maturities on the debt of $RIG Not sure how can they survive Their net cash provided by operating activities has been less than $500M/y for the past X years" [X Link](https://x.com/AAGresearch/status/1960823693455843711) [@AAGresearch](/creator/x/AAGresearch) 2025-08-27T21:56Z 5164 followers, 48.6K engagements "True net present value from September 2025 (discounting from today at 10%) for Black Pine $LGD $1306M NPV Just crazy leverage at current gold prices" [X Link](https://x.com/AAGresearch/status/1963701195274428846) [@AAGresearch](/creator/x/AAGresearch) 2025-09-04T20:30Z 5162 followers, 1237 engagements "This is my guns and ammo stock watchlist Am I missing any worth investing in $SWBI $NPK $OLN $POWW $RGR" [X Link](https://x.com/AAGresearch/status/1966192693173956849) [@AAGresearch](/creator/x/AAGresearch) 2025-09-11T17:30Z 5171 followers, 1691 engagements "@last_fund $PRG and $SPD are not worth investing in imo due to their jurisdiction. Podium Minerals and Future Metals are better" [X Link](https://x.com/AAGresearch/status/1972501098427748799) [@AAGresearch](/creator/x/AAGresearch) 2025-09-29T03:18Z 5173 followers, XXX engagements "My watchlist of mining stocks that own the largest resource of its kind in the US Prime targets for resource nationalism" [X Link](https://x.com/AAGresearch/status/1974620020669071676) [@AAGresearch](/creator/x/AAGresearch) 2025-10-04T23:37Z 5167 followers, 64K engagements "@bstarks_ There isn't a big deposit in the US up for sale" [X Link](https://x.com/AAGresearch/status/1974840963634696592) [@AAGresearch](/creator/x/AAGresearch) 2025-10-05T14:15Z 5162 followers, XXX engagements "Great timing @minenergybiz $TMQ $NAK is likely next" [X Link](https://x.com/AAGresearch/status/1975312093068030110) [@AAGresearch](/creator/x/AAGresearch) 2025-10-06T21:27Z 5165 followers, 7475 engagements "Coking #coal prices are at X year lows. What do you think is the best coking coal stock #coaltwitter" [X Link](https://x.com/AAGresearch/status/1839355183245226419) [@AAGresearch](/creator/x/AAGresearch) 2024-09-26T17:23Z 5177 followers, 3974 engagements "Does anyone understand why $TUD Tudor Gold has not done a PEA yet They have 25M ounces of gold" [X Link](https://x.com/AAGresearch/status/1962670600557629896) [@AAGresearch](/creator/x/AAGresearch) 2025-09-02T00:15Z 5176 followers, 3903 engagements "Want to invest in the most advanced silver project in Australia Its Boab Metals $BML @BoabMetals Trades for A$60M All while Silver Mines $SVL trades for A$300M even though their project is dead A Tale of Two Cities" [X Link](https://x.com/AAGresearch/status/1965246916675207405) [@AAGresearch](/creator/x/AAGresearch) 2025-09-09T02:52Z 5176 followers, 2434 engagements "@calvinfroedge I would not touch BAK" [X Link](https://x.com/AAGresearch/status/1971613665712587172) [@AAGresearch](/creator/x/AAGresearch) 2025-09-26T16:31Z 5175 followers, 1689 engagements "My new Substack blog report is out hope you all find it useful and enjoy it. As always any feedback is welcome. Thank you. The Big Short-UK corporate bankruptcies at XX year highs" [X Link](https://x.com/AAGresearch/status/1773087263745839264) [@AAGresearch](/creator/x/AAGresearch) 2024-03-27T20:38Z 5179 followers, 77.2K engagements "Burford $BUR shareholders: Are you concerned with the debt I know the YPF settlement would wipe out the debt but what if it does not come through Thanks" [X Link](https://x.com/AAGresearch/status/1967742659344388193) [@AAGresearch](/creator/x/AAGresearch) 2025-09-16T00:09Z 5179 followers, 2555 engagements "Note: In July 2025 Burford completed a $XXX million private offering of new XXXX% senior notes due 2033 using the proceeds to fully repay these bonds at maturity" [X Link](https://x.com/AAGresearch/status/1967742662167175264) [@AAGresearch](/creator/x/AAGresearch) 2025-09-16T00:09Z 5179 followers, XXX engagements "I am doing a report on silver developers with an economic study already done. They must also have no revenue so they are good peers to compare amongst each other Have I missed any $BML $VZLA $ABRA $DSV $SSV $SLVR $SVL $IVR $BNKR $AGMR $NUAG $BRC" [X Link](https://x.com/AAGresearch/status/1972805817566113985) [@AAGresearch](/creator/x/AAGresearch) 2025-09-29T23:28Z 5179 followers, 4836 engagements "What happened to $LIT Litigation Capital Management People thought they would become the next Burford $BUR I made good money on them in 2023 which I sold back then luckily They have had missteps with management and some investments but they're trading as if they're bankrupt" [X Link](https://x.com/AAGresearch/status/1978253483544358945) [@AAGresearch](/creator/x/AAGresearch) 2025-10-15T00:15Z 5179 followers, 2459 engagements "Investors are too focused on the price action We often forget the fundamentals Silver platinum and palladium are all in a massive deficit I am long $BRVO $GENM $BML @BoabMetals" [X Link](https://x.com/AAGresearch/status/1979363293031731349) [@AAGresearch](/creator/x/AAGresearch) 2025-10-18T01:45Z 5179 followers, 5960 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@AAGresearch
"Update on the PGM market: Today $SBSW released the company's Q2 2025 earnings results Sibanye Stillwater reported a net loss of $XXX million for H1 2025 AISC was up accross all their operations except on zinc Production was down on gold No interim dividend declared The X% drop in $SBSW stock price today is likely driven by a combination of a reported net loss in Q2 2025 the absence of an interim dividend and underperformance in South African gold operations as highlighted in the earnings release"
X Link @AAGresearch 2025-08-28T19:54Z 5176 followers, 4263 engagements
"Maturities on the debt of $RIG Not sure how can they survive Their net cash provided by operating activities has been less than $500M/y for the past X years"
X Link @AAGresearch 2025-08-27T21:56Z 5164 followers, 48.6K engagements
"True net present value from September 2025 (discounting from today at 10%) for Black Pine $LGD $1306M NPV Just crazy leverage at current gold prices"
X Link @AAGresearch 2025-09-04T20:30Z 5162 followers, 1237 engagements
"This is my guns and ammo stock watchlist Am I missing any worth investing in $SWBI $NPK $OLN $POWW $RGR"
X Link @AAGresearch 2025-09-11T17:30Z 5171 followers, 1691 engagements
"@last_fund $PRG and $SPD are not worth investing in imo due to their jurisdiction. Podium Minerals and Future Metals are better"
X Link @AAGresearch 2025-09-29T03:18Z 5173 followers, XXX engagements
"My watchlist of mining stocks that own the largest resource of its kind in the US Prime targets for resource nationalism"
X Link @AAGresearch 2025-10-04T23:37Z 5167 followers, 64K engagements
"@bstarks_ There isn't a big deposit in the US up for sale"
X Link @AAGresearch 2025-10-05T14:15Z 5162 followers, XXX engagements
"Great timing @minenergybiz $TMQ $NAK is likely next"
X Link @AAGresearch 2025-10-06T21:27Z 5165 followers, 7475 engagements
"Coking #coal prices are at X year lows. What do you think is the best coking coal stock #coaltwitter"
X Link @AAGresearch 2024-09-26T17:23Z 5177 followers, 3974 engagements
"Does anyone understand why $TUD Tudor Gold has not done a PEA yet They have 25M ounces of gold"
X Link @AAGresearch 2025-09-02T00:15Z 5176 followers, 3903 engagements
"Want to invest in the most advanced silver project in Australia Its Boab Metals $BML @BoabMetals Trades for A$60M All while Silver Mines $SVL trades for A$300M even though their project is dead A Tale of Two Cities"
X Link @AAGresearch 2025-09-09T02:52Z 5176 followers, 2434 engagements
"@calvinfroedge I would not touch BAK"
X Link @AAGresearch 2025-09-26T16:31Z 5175 followers, 1689 engagements
"My new Substack blog report is out hope you all find it useful and enjoy it. As always any feedback is welcome. Thank you. The Big Short-UK corporate bankruptcies at XX year highs"
X Link @AAGresearch 2024-03-27T20:38Z 5179 followers, 77.2K engagements
"Burford $BUR shareholders: Are you concerned with the debt I know the YPF settlement would wipe out the debt but what if it does not come through Thanks"
X Link @AAGresearch 2025-09-16T00:09Z 5179 followers, 2555 engagements
"Note: In July 2025 Burford completed a $XXX million private offering of new XXXX% senior notes due 2033 using the proceeds to fully repay these bonds at maturity"
X Link @AAGresearch 2025-09-16T00:09Z 5179 followers, XXX engagements
"I am doing a report on silver developers with an economic study already done. They must also have no revenue so they are good peers to compare amongst each other Have I missed any $BML $VZLA $ABRA $DSV $SSV $SLVR $SVL $IVR $BNKR $AGMR $NUAG $BRC"
X Link @AAGresearch 2025-09-29T23:28Z 5179 followers, 4836 engagements
"What happened to $LIT Litigation Capital Management People thought they would become the next Burford $BUR I made good money on them in 2023 which I sold back then luckily They have had missteps with management and some investments but they're trading as if they're bankrupt"
X Link @AAGresearch 2025-10-15T00:15Z 5179 followers, 2459 engagements
"Investors are too focused on the price action We often forget the fundamentals Silver platinum and palladium are all in a massive deficit I am long $BRVO $GENM $BML @BoabMetals"
X Link @AAGresearch 2025-10-18T01:45Z 5179 followers, 5960 engagements
/creator/twitter::1432323822552768520/posts