LunarCrush LLM | creator/twitter::1437131823222558726/posts

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[@TipsyPandaJ](/creator/twitter/TipsyPandaJ)
"Started a decently sized $dcth calls pos. Notional XX% port. (1.1% in prems) Playing for the oct 18th CHOPIN P2 results. The 1b results were simply spectacular at XXX% DCR and XX% ORR at 29months (vs 10%). Anything close to that should enshrine Hepzato in mUM 1st/2nd line tx"  
[X Link](https://x.com/TipsyPandaJ/status/1976374189230784753) [@TipsyPandaJ](/creator/x/TipsyPandaJ) 2025-10-09T19:48Z XXX followers, 5117 engagements


"Started a pos in $MMY.V -junior gold miner very low p/fcf low ev/nav -nav upgrade likely as Selinsing m&i+i = almost 2x 2P expansion study alrdy in process with results expected mid 2026 -Murchinson and other explo potential for free -45mil cashpile insignificant debt"  
[X Link](https://x.com/TipsyPandaJ/status/1978831844767314222) [@TipsyPandaJ](/creator/x/TipsyPandaJ) 2025-10-16T14:34Z XXX followers, 1149 engagements


"@Toni_Baloney_ Gotta be honest I only modeled for 3600-4000$/oz 😅 I prefer to work with slightly pessimistic #. But ya at spot and 90%+ nameplate prod it'd be around that. Reminder that they report in USD but stock's in cad so 1.4x every $ and you r also getting 46mil in cash"  
[X Link](https://x.com/TipsyPandaJ/status/1979224908757455310) [@TipsyPandaJ](/creator/x/TipsyPandaJ) 2025-10-17T16:36Z XXX followers, XX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@TipsyPandaJ "Started a decently sized $dcth calls pos. Notional XX% port. (1.1% in prems) Playing for the oct 18th CHOPIN P2 results. The 1b results were simply spectacular at XXX% DCR and XX% ORR at 29months (vs 10%). Anything close to that should enshrine Hepzato in mUM 1st/2nd line tx"
X Link @TipsyPandaJ 2025-10-09T19:48Z XXX followers, 5117 engagements

"Started a pos in $MMY.V -junior gold miner very low p/fcf low ev/nav -nav upgrade likely as Selinsing m&i+i = almost 2x 2P expansion study alrdy in process with results expected mid 2026 -Murchinson and other explo potential for free -45mil cashpile insignificant debt"
X Link @TipsyPandaJ 2025-10-16T14:34Z XXX followers, 1149 engagements

"@Toni_Baloney_ Gotta be honest I only modeled for 3600-4000$/oz 😅 I prefer to work with slightly pessimistic #. But ya at spot and 90%+ nameplate prod it'd be around that. Reminder that they report in USD but stock's in cad so 1.4x every $ and you r also getting 46mil in cash"
X Link @TipsyPandaJ 2025-10-17T16:36Z XXX followers, XX engagements