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[@rynokinsight](/creator/twitter/rynokinsight)
"@KramerKarma1 @Enbridge Low IQ people love this stuff. They just take free at face value"  
![@rynokinsight Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1818252754424348672.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1818252754424348672.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1818252754424348672.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1818252754424348672.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1818252754424348672.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1818252754424348672.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1818252754424348672.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1818252754424348672.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1818252754424348672.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1818252754424348672.png) [@rynokinsight](/creator/x/rynokinsight) on [X](/post/tweet/1945537058728022351) 2025-07-16 17:32:35 UTC XXX followers, XXX engagements