[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.] [@rynokinsight](/creator/twitter/rynokinsight) "@KramerKarma1 @Enbridge Low IQ people love this stuff. They just take free at face value"  [@rynokinsight](/creator/x/rynokinsight) on [X](/post/tweet/1945140158820397472) 2025-07-15 15:15:27 UTC XXX followers, XX engagements "@SantiagoAuFund You also quietly rolled out absolutely top-tier merch but no link to buy a Santiago Cap cap 🙁"  [@rynokinsight](/creator/x/rynokinsight) on [X](/post/tweet/1947385705266852342) 2025-07-21 19:58:27 UTC XXX followers, XX engagements "Couple of trades today: $PM out on that terrible guidance. Better places to put the money to work than that lukewarm growth. $GLBXF added today micro cap royalty generator Ill write up soon (tm). Exit $AEM on the pop Small $KLDCF add on todays pullback"  [@rynokinsight](/creator/x/rynokinsight) on [X](/post/tweet/1947746951736242331) 2025-07-22 19:53:55 UTC XXX followers, XXX engagements "YTD Perf: XXXX% - $PM by half to add to $FNV $WPM $CVE $EMX and $KLDCF carrying returns MTD. Planning to take profits and start to unwind $SAND soon"  [@rynokinsight](/creator/x/rynokinsight) on [X](/post/tweet/1946875987406319740) 2025-07-20 10:13:01 UTC XXX followers, XXX 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/ $XX Brent (producing premium Bonny Light) with two major shareholders exiting into NCIB. No debt exploration upside may take a while"  [@rynokinsight](/creator/x/rynokinsight) on [X](/post/tweet/1945108530383741379) 2025-07-15 13:09:46 UTC XXX followers, XXX 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"  [@rynokinsight](/creator/x/rynokinsight) on [X](/post/tweet/1947377078288134280) 2025-07-21 19:24:10 UTC XXX followers, XXX 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"  [@rynokinsight](/creator/x/rynokinsight) on [X](/post/tweet/1942467759901663680) 2025-07-08 06:16:17 UTC XXX followers, XXX engagements "Buy back all their shares by Christmas Quadruple digit free cash flow yield Tier X Eagle Ford is actually good $BTE @ericnuttall #OOTT"  [@rynokinsight](/creator/x/rynokinsight) on [X](/post/tweet/1947379726957658610) 2025-07-21 19:34:42 UTC XXX followers, XXX engagements "Im out of $CVE at a blended X% cap gain plus divs. Severity of the thermal blowout lack of progress and chatter from field workers just isnt great. May revisit with clarity on the associated liabilities but yikes really is bad"  [@rynokinsight](/creator/x/rynokinsight) on [X](/post/tweet/1948415970097135775) 2025-07-24 16:12:21 UTC XXX followers, XXX engagements "How the $KLDCF $KLD.V in my portfolio looks at me after running +38% in a month"  [@rynokinsight](/creator/x/rynokinsight) on [X](/post/tweet/1945537058728022351) 2025-07-16 17:32:35 UTC XXX followers, XXX 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.]
@rynokinsight
"@KramerKarma1 @Enbridge Low IQ people love this stuff. They just take free at face value" @rynokinsight on X 2025-07-15 15:15:27 UTC XXX followers, XX engagements
"@SantiagoAuFund You also quietly rolled out absolutely top-tier merch but no link to buy a Santiago Cap cap 🙁" @rynokinsight on X 2025-07-21 19:58:27 UTC XXX followers, XX engagements
"Couple of trades today: $PM out on that terrible guidance. Better places to put the money to work than that lukewarm growth. $GLBXF added today micro cap royalty generator Ill write up soon (tm). Exit $AEM on the pop Small $KLDCF add on todays pullback" @rynokinsight on X 2025-07-22 19:53:55 UTC XXX followers, XXX engagements
"YTD Perf: XXXX% - $PM by half to add to $FNV $WPM $CVE $EMX and $KLDCF carrying returns MTD. Planning to take profits and start to unwind $SAND soon" @rynokinsight on X 2025-07-20 10:13:01 UTC XXX followers, XXX 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/ $XX Brent (producing premium Bonny Light) with two major shareholders exiting into NCIB. No debt exploration upside may take a while" @rynokinsight on X 2025-07-15 13:09:46 UTC XXX followers, XXX 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" @rynokinsight on X 2025-07-21 19:24:10 UTC XXX followers, XXX 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" @rynokinsight on X 2025-07-08 06:16:17 UTC XXX followers, XXX engagements
"Buy back all their shares by Christmas Quadruple digit free cash flow yield Tier X Eagle Ford is actually good $BTE @ericnuttall #OOTT" @rynokinsight on X 2025-07-21 19:34:42 UTC XXX followers, XXX engagements
"Im out of $CVE at a blended X% cap gain plus divs. Severity of the thermal blowout lack of progress and chatter from field workers just isnt great. May revisit with clarity on the associated liabilities but yikes really is bad" @rynokinsight on X 2025-07-24 16:12:21 UTC XXX followers, XXX engagements
"How the $KLDCF $KLD.V in my portfolio looks at me after running +38% in a month" @rynokinsight on X 2025-07-16 17:32:35 UTC XXX followers, XXX engagements
/creator/twitter::1818252754424348672/posts