[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.] [@GavMcCracken](/creator/twitter/GavMcCracken) "@toiletkingcap @Atrium_Research I'm still adding to $MOLY.TO though so my avg certainly isn't staying below $1.6"  [@GavMcCracken](/creator/x/GavMcCracken) on [X](/post/tweet/1946206157640519991) 2025-07-18 13:51:21 UTC 1629 followers, XXX engagements "1/14 Bc there have been some particularly high quality posts on $APM.TO $ANPMF lately e.g. toiletking capitals analysis of insider ownership and other technical analyses and chart drawings by others I figured I'd share my fundamental analysis 🧵 Tags: $GDXJ $SILJ #silver #gold"  [@GavMcCracken](/creator/x/GavMcCracken) on [X](/post/tweet/1945112111954182156) 2025-07-15 13:24:00 UTC 1629 followers, 9292 engagements "Should I write a thread on a company trading at XX% of NPV8 XX% of NPV15 and currently sitting on almost 1/3rd the market cap in cash + liquid assets on hand while making almost 1/2 the market cap per year in earnings"  [@GavMcCracken](/creator/x/GavMcCracken) on [X](/post/tweet/1942325710607245739) 2025-07-07 20:51:50 UTC 1629 followers, 2201 engagements "Whoever thought up the concept of "these are my earnings before taxes" was the original pump and dump artist. I think that every time you see the word EBITDA you should substitute the words "bullshit earnings''. Charlie Munger"  [@GavMcCracken](/creator/x/GavMcCracken) on [X](/post/tweet/1943353149491696035) 2025-07-10 16:54:31 UTC 1629 followers, 1706 engagements "@TheSeeqer @FriesNiklas There's 8.9k shares for sale for XXXX USD/share on OTC Which is XXXX CAD/share here's the current order book for CAD shares:"  [@GavMcCracken](/creator/x/GavMcCracken) on [X](/post/tweet/1945913009093697850) 2025-07-17 18:26:29 UTC 1627 followers, XX engagements "@TheSeeqer @FriesNiklas There's no volume anywhere. No one wants to sell a share cuz they've secured most of the needed funding to build the mine. NPV of the mine is 2bil USD current market cap is 200mil CAD"  [@GavMcCracken](/creator/x/GavMcCracken) on [X](/post/tweet/1945913269522141349) 2025-07-17 18:27:31 UTC 1627 followers, XX engagements "Lately I've added to: $APM.TO $ANPMF $MOLY.TO $MOLY.NE $MOLY $JAG.TO $JAGGF $BIG.V $BADEF Will see what happens"  [@GavMcCracken](/creator/x/GavMcCracken) on [X](/post/tweet/1945539792231432330) 2025-07-16 17:43:27 UTC 1629 followers, 1133 engagements "If Elon's worried - a person who personally knows those involved - I'm worried. Sam Altman seems unhealthily obsessed with racing to AGI. Not in an obsessive e/acc way but in a more dangerous "at all costs" way. A CEO that goes from X to 90bil val isn't fired for *no* reason"  [@GavMcCracken](/creator/x/GavMcCracken) on [X](/post/tweet/1726423479820456214) 2023-11-20 02:13:27 UTC 1618 followers, XXX engagements "@BuyCheapNPray @toiletkingcap @Atrium_Research Lol @BuyCheapNPray can confirm I'm insane bc I concentrate so heavily. But either golden queen or San Bartolome supports the current share price. That means one of the mines can get nationalized and I'll still break even if I hold long enough 🤷 I'm not without strategy 🤷"  [@GavMcCracken](/creator/x/GavMcCracken) on [X](/post/tweet/1946377461769306150) 2025-07-19 01:12:03 UTC 1621 followers, XXX engagements "I wouldn't want to be one of the many people short $BIG.V $BADEF right now. Resistance cleared out. The market believes they've confirmed the porphyryr. 30-50bil USD just in copper 2-4bil USD in moly and Silver incoming"  [@GavMcCracken](/creator/x/GavMcCracken) on [X](/post/tweet/1945850368337842408) 2025-07-17 14:17:34 UTC 1621 followers, XXX engagements "Uhh @Atrium_Research can you guys 1) value $APM.TO using a realistic gold price and not $2400/oz (is this a joke) 2) not use EBITDA i.e. bs earnings or at least add a second model like NPV10 which gives a fair share price $6/share CAD using $3300/oz. Ty in advance"  [@GavMcCracken](/creator/x/GavMcCracken) on [X](/post/tweet/1943771485791039663) 2025-07-11 20:36:50 UTC 1618 followers, 1792 engagements "@blondesnmoney I keep adding even after I post my full fundamental analysis. If I wasn't adding I'd be dumping my entire position. If the shares aren't juicy enough for me to slam the bid how tf are they juicy enough for me to hold This has worked extremely well for me in the past"  [@GavMcCracken](/creator/x/GavMcCracken) on [X](/post/tweet/1946616773492515318) 2025-07-19 17:02:59 UTC 1629 followers, XXX engagements "@rekurencja @Edark94 I assume you've both read the ni43-101 & aren't talking out your asses right Cuz my CAGR over X years is XX% with no gains from anything other than commodity stocks & I couldn't disagree more with this take and I think the 700mil USD in capital already secured also disagrees 🤷"  [@GavMcCracken](/creator/x/GavMcCracken) on [X](/post/tweet/1946745918323138756) 2025-07-20 01:36:10 UTC 1629 followers, XXX engagements "Lots of propaganda about Jerome "TOO LATE" Powell the last 3-4 days. I wonder if Trump wants to change the conversation from "Epstein list" to "the Fed is no longer independent; oh look gold is $4000". $APM.TO $GDXJ $ANPMF #gold"  [@GavMcCracken](/creator/x/GavMcCracken) on [X](/post/tweet/1945460777323799024) 2025-07-16 12:29:28 UTC 1597 followers, XXX engagements "@FriesNiklas Really It's on Toronto stock exchange as $MOLY.TO that's how I buy it"  [@GavMcCracken](/creator/x/GavMcCracken) on [X](/post/tweet/1945900295814283735) 2025-07-17 17:35:58 UTC 1621 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.]
@GavMcCracken
"@toiletkingcap @Atrium_Research I'm still adding to $MOLY.TO though so my avg certainly isn't staying below $1.6"
@GavMcCracken on X 2025-07-18 13:51:21 UTC 1629 followers, XXX engagements
"1/14 Bc there have been some particularly high quality posts on $APM.TO $ANPMF lately e.g. toiletking capitals analysis of insider ownership and other technical analyses and chart drawings by others I figured I'd share my fundamental analysis 🧵 Tags: $GDXJ $SILJ #silver #gold" @GavMcCracken on X 2025-07-15 13:24:00 UTC 1629 followers, 9292 engagements
"Should I write a thread on a company trading at XX% of NPV8 XX% of NPV15 and currently sitting on almost 1/3rd the market cap in cash + liquid assets on hand while making almost 1/2 the market cap per year in earnings" @GavMcCracken on X 2025-07-07 20:51:50 UTC 1629 followers, 2201 engagements
"Whoever thought up the concept of "these are my earnings before taxes" was the original pump and dump artist. I think that every time you see the word EBITDA you should substitute the words "bullshit earnings''. Charlie Munger" @GavMcCracken on X 2025-07-10 16:54:31 UTC 1629 followers, 1706 engagements
"@TheSeeqer @FriesNiklas There's 8.9k shares for sale for XXXX USD/share on OTC Which is XXXX CAD/share here's the current order book for CAD shares:" @GavMcCracken on X 2025-07-17 18:26:29 UTC 1627 followers, XX engagements
"@TheSeeqer @FriesNiklas There's no volume anywhere. No one wants to sell a share cuz they've secured most of the needed funding to build the mine. NPV of the mine is 2bil USD current market cap is 200mil CAD" @GavMcCracken on X 2025-07-17 18:27:31 UTC 1627 followers, XX engagements
"Lately I've added to: $APM.TO $ANPMF $MOLY.TO $MOLY.NE $MOLY $JAG.TO $JAGGF $BIG.V $BADEF Will see what happens" @GavMcCracken on X 2025-07-16 17:43:27 UTC 1629 followers, 1133 engagements
"If Elon's worried - a person who personally knows those involved - I'm worried. Sam Altman seems unhealthily obsessed with racing to AGI. Not in an obsessive e/acc way but in a more dangerous "at all costs" way. A CEO that goes from X to 90bil val isn't fired for no reason" @GavMcCracken on X 2023-11-20 02:13:27 UTC 1618 followers, XXX engagements
"@BuyCheapNPray @toiletkingcap @Atrium_Research Lol @BuyCheapNPray can confirm I'm insane bc I concentrate so heavily. But either golden queen or San Bartolome supports the current share price. That means one of the mines can get nationalized and I'll still break even if I hold long enough 🤷 I'm not without strategy 🤷" @GavMcCracken on X 2025-07-19 01:12:03 UTC 1621 followers, XXX engagements
"I wouldn't want to be one of the many people short $BIG.V $BADEF right now. Resistance cleared out. The market believes they've confirmed the porphyryr. 30-50bil USD just in copper 2-4bil USD in moly and Silver incoming" @GavMcCracken on X 2025-07-17 14:17:34 UTC 1621 followers, XXX engagements
"Uhh @Atrium_Research can you guys 1) value $APM.TO using a realistic gold price and not $2400/oz (is this a joke) 2) not use EBITDA i.e. bs earnings or at least add a second model like NPV10 which gives a fair share price $6/share CAD using $3300/oz. Ty in advance" @GavMcCracken on X 2025-07-11 20:36:50 UTC 1618 followers, 1792 engagements
"@blondesnmoney I keep adding even after I post my full fundamental analysis. If I wasn't adding I'd be dumping my entire position. If the shares aren't juicy enough for me to slam the bid how tf are they juicy enough for me to hold This has worked extremely well for me in the past" @GavMcCracken on X 2025-07-19 17:02:59 UTC 1629 followers, XXX engagements
"@rekurencja @Edark94 I assume you've both read the ni43-101 & aren't talking out your asses right Cuz my CAGR over X years is XX% with no gains from anything other than commodity stocks & I couldn't disagree more with this take and I think the 700mil USD in capital already secured also disagrees 🤷" @GavMcCracken on X 2025-07-20 01:36:10 UTC 1629 followers, XXX engagements
"Lots of propaganda about Jerome "TOO LATE" Powell the last 3-4 days. I wonder if Trump wants to change the conversation from "Epstein list" to "the Fed is no longer independent; oh look gold is $4000". $APM.TO $GDXJ $ANPMF #gold" @GavMcCracken on X 2025-07-16 12:29:28 UTC 1597 followers, XXX engagements
"@FriesNiklas Really It's on Toronto stock exchange as $MOLY.TO that's how I buy it" @GavMcCracken on X 2025-07-17 17:35:58 UTC 1621 followers, XX engagements