[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.] [@cowboybeeshop](/creator/twitter/cowboybeeshop) "I know $AMI.ax is going through some changes ramping up Federation and closing Hera But these ratios and cash flow make it look very cheap to me. I like that they are scaling up copper production as copper supply gets tight. I sold this in April at 29c and bought back in around July for 19c as I thought that was oversold. Got lucky on the timing. But from here I think Ill keep scaling it up along with $29m.ax and $ANDC.cn for more copper exposure. DYOR Based on XX annual report Core Ratios EV/EBITDA: XXX (338.6 / 121.9) very low for a producer. EV/FCF (strict incl. all capex): XXXX using FCF" [X Link](https://x.com/cowboybeeshop/status/1976604112277180469) [@cowboybeeshop](/creator/x/cowboybeeshop) 2025-10-10T11:01Z XXX followers, XXX engagements "@marketplunger1 Its a completely normal tiny correction in mining juniors" [X Link](https://x.com/cowboybeeshop/status/1979337585702080987) [@cowboybeeshop](/creator/x/cowboybeeshop) 2025-10-18T00:03Z XXX followers, XXX engagements "Wow $TMC just smashed through $XX. Iceberg is melting" [X Link](https://x.com/cowboybeeshop/status/1977751578133094450) [@cowboybeeshop](/creator/x/cowboybeeshop) 2025-10-13T15:01Z XXX followers, XXX engagements "Just waiting for @Spec_punter to post about the downside protection to $LYC at such a ridiculous low MC and why is he the only one buying down here. Some Rock chip samples incoming. Then Ill drop the hammer on my buy orders. Whats taking so long Alan 🤔" [X Link](https://x.com/cowboybeeshop/status/1978398898894070006) [@cowboybeeshop](/creator/x/cowboybeeshop) 2025-10-15T09:53Z XXX followers, XXX engagements "There is so much top calling going on in gold right now. They could be right no one ever knows. But I find it amusing some of top callers are mocking gold holders (physical and miners) that we are foolish for thinking this time its different. I again refer you to the chart as just one data point. Will delete if wrong" [X Link](https://x.com/cowboybeeshop/status/1979512766949175587) [@cowboybeeshop](/creator/x/cowboybeeshop) 2025-10-18T11:39Z XXX followers, 6948 engagements "@CEOTechnician Rookie numbers. China has to pump those numbers up like my boys in Uganda 😂" [X Link](https://x.com/cowboybeeshop/status/1979743422694228147) [@cowboybeeshop](/creator/x/cowboybeeshop) 2025-10-19T02:56Z XXX followers, XXX engagements "Bought more of the unholy trinity today. $YAL.ax $SMR.ax $WHC.ax. Feels good" [X Link](https://x.com/cowboybeeshop/status/1958335845884367290) [@cowboybeeshop](/creator/x/cowboybeeshop) 2025-08-21T01:10Z XXX followers, 1834 engagements "Seismic event at XX Metals Golden Grove seems limited to Xantho Extended. They have reduced zinc guidance but not copper gold or silver. Recent similar events have shown panic selling on events like this can be an opportunity. like with Ivanhoe mines. $29M.ax" [X Link](https://x.com/cowboybeeshop/status/1972833424739311777) [@cowboybeeshop](/creator/x/cowboybeeshop) 2025-09-30T01:18Z XXX followers, XXX engagements "$LYC now a 20b mc company. On revenue of 500mm and NPAT of 8mm" [X Link](https://x.com/cowboybeeshop/status/1978062633904271581) [@cowboybeeshop](/creator/x/cowboybeeshop) 2025-10-14T11:37Z XXX followers, 1497 engagements "@HankRuehl Agreed. As much as I joke about Lynas and MP valuations whats 20b to secure your entire way of life That would barley get you*checks notes* a hydro power plant in the snowy mountains in Australia *throws up in mouth a bit*" [X Link](https://x.com/cowboybeeshop/status/1978697225162125729) [@cowboybeeshop](/creator/x/cowboybeeshop) 2025-10-16T05:39Z XXX followers, XXX engagements "$LMS.ax I understand the excitement and the want to accelerate your drilling with 6mm cap raise. But how about you release the actual assays first" [X Link](https://x.com/cowboybeeshop/status/1980046257294090256) [@cowboybeeshop](/creator/x/cowboybeeshop) 2025-10-19T22:59Z XXX followers, XXX engagements "@beaglier_ Do you think people should rotate into private credit" [X Link](https://x.com/cowboybeeshop/status/1980469331483095124) [@cowboybeeshop](/creator/x/cowboybeeshop) 2025-10-21T03:00Z 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.]
@cowboybeeshop
"I know $AMI.ax is going through some changes ramping up Federation and closing Hera But these ratios and cash flow make it look very cheap to me. I like that they are scaling up copper production as copper supply gets tight. I sold this in April at 29c and bought back in around July for 19c as I thought that was oversold. Got lucky on the timing. But from here I think Ill keep scaling it up along with $29m.ax and $ANDC.cn for more copper exposure. DYOR Based on XX annual report Core Ratios EV/EBITDA: XXX (338.6 / 121.9) very low for a producer. EV/FCF (strict incl. all capex): XXXX using FCF"
X Link @cowboybeeshop 2025-10-10T11:01Z XXX followers, XXX engagements
"@marketplunger1 Its a completely normal tiny correction in mining juniors"
X Link @cowboybeeshop 2025-10-18T00:03Z XXX followers, XXX engagements
"Wow $TMC just smashed through $XX. Iceberg is melting"
X Link @cowboybeeshop 2025-10-13T15:01Z XXX followers, XXX engagements
"Just waiting for @Spec_punter to post about the downside protection to $LYC at such a ridiculous low MC and why is he the only one buying down here. Some Rock chip samples incoming. Then Ill drop the hammer on my buy orders. Whats taking so long Alan 🤔"
X Link @cowboybeeshop 2025-10-15T09:53Z XXX followers, XXX engagements
"There is so much top calling going on in gold right now. They could be right no one ever knows. But I find it amusing some of top callers are mocking gold holders (physical and miners) that we are foolish for thinking this time its different. I again refer you to the chart as just one data point. Will delete if wrong"
X Link @cowboybeeshop 2025-10-18T11:39Z XXX followers, 6948 engagements
"@CEOTechnician Rookie numbers. China has to pump those numbers up like my boys in Uganda 😂"
X Link @cowboybeeshop 2025-10-19T02:56Z XXX followers, XXX engagements
"Bought more of the unholy trinity today. $YAL.ax $SMR.ax $WHC.ax. Feels good"
X Link @cowboybeeshop 2025-08-21T01:10Z XXX followers, 1834 engagements
"Seismic event at XX Metals Golden Grove seems limited to Xantho Extended. They have reduced zinc guidance but not copper gold or silver. Recent similar events have shown panic selling on events like this can be an opportunity. like with Ivanhoe mines. $29M.ax"
X Link @cowboybeeshop 2025-09-30T01:18Z XXX followers, XXX engagements
"$LYC now a 20b mc company. On revenue of 500mm and NPAT of 8mm"
X Link @cowboybeeshop 2025-10-14T11:37Z XXX followers, 1497 engagements
"@HankRuehl Agreed. As much as I joke about Lynas and MP valuations whats 20b to secure your entire way of life That would barley get youchecks notes a hydro power plant in the snowy mountains in Australia throws up in mouth a bit"
X Link @cowboybeeshop 2025-10-16T05:39Z XXX followers, XXX engagements
"$LMS.ax I understand the excitement and the want to accelerate your drilling with 6mm cap raise. But how about you release the actual assays first"
X Link @cowboybeeshop 2025-10-19T22:59Z XXX followers, XXX engagements
"@beaglier_ Do you think people should rotate into private credit"
X Link @cowboybeeshop 2025-10-21T03:00Z XXX followers, XX engagements
/creator/twitter::1492465166830956547/posts