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[@rynokinsight](/creator/twitter/rynokinsight)
"Precious metals equities still have plenty of meat on the bone. Current view of most interesting opportunities: X. $EMX EV/NAV X NCIB free development properties and land bank copper-rich X. $KLDCF EV/NAV X free exploration portfolio X. $FNV & $WPM stellar risk/reward growth + speculative upside built in (Cobre Panama for Franco silver for Wheaton) X. $AEM X EV/NAV strong development portfolio and stellar acquisition record X. $PAAS even better speculative silver upside post-MAG acquisition Escobar + Navidad upside"  
![@rynokinsight Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1818252754424348672.png) [@rynokinsight](/creator/x/rynokinsight) on [X](/post/tweet/1940012109963952392) 2025-07-01 11:38:25 UTC XXX followers, 1262 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


"Top two putting on quite the show today. $EMX $KLDCF"  
![@rynokinsight Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1818252754424348672.png) [@rynokinsight](/creator/x/rynokinsight) on [X](/post/tweet/1940490172254335164) 2025-07-02 19:18:04 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


"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