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# ![@rynokinsight Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1818252754424348672.png) @rynokinsight Rynok Insight

Rynok Insight posts on X about $emx, $kldcf, $cve, $fnv the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1818252754424348672/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1818252754424348672/c:line/m:interactions.svg)

- X Week XXXXX +86%
- X Month XXXXX -XX%
- X Months XXXXXX -XX%

### Mentions: X [#](/creator/twitter::1818252754424348672/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1818252754424348672/c:line/m:posts_active.svg)


### Followers: XXX [#](/creator/twitter::1818252754424348672/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1818252754424348672/c:line/m:followers.svg)

- X Week XXX +8.10%
- X Month XXX +20%
- X Months XXX +80%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1818252754424348672/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1818252754424348672/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1818252754424348672/influence)
---

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[$emx](/topic/$emx), [$kldcf](/topic/$kldcf), [$cve](/topic/$cve), [$fnv](/topic/$fnv), [$wpm](/topic/$wpm), [$sand](/topic/$sand), [$aem](/topic/$aem), [panama](/topic/panama), [discount](/topic/discount), [bros](/topic/bros)

**Top assets mentioned**
[Cenovus Energy Inc. (CVE)](/topic/$cve) [Franco-Nevada Corporation (FNV)](/topic/$fnv) [Wheaton Precious Metals Corp. Common Stock (WPM)](/topic/$wpm) [The Sandbox (SAND)](/topic/$sand) [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [Baytex Energy Corp. (BTE)](/topic/$bte) [Philip Morris International Inc. (PM)](/topic/$pm) [Royal Gold Inc (RGLD)](/topic/$rgld) [Osisko Gold Royalties Ltd (OR)](/topic/$or) [Imperial Oil Limited (IMO)](/topic/$imo)
### Top Social Posts [#](/creator/twitter::1818252754424348672/posts)
---
Top posts by engagements in the last XX hours

"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


"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


"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


"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


"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, 1218 engagements


"@Nick_duCat I was chatting with Calvin Froedge on a spaces and he knows in passing one of the actors funded by Marxist states like Cuba that organized the blockade of the Cobre Panama mine. Probably more common than we imagine. France is frequently involved in economic subversion as well"  
![@rynokinsight Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1818252754424348672.png) [@rynokinsight](/creator/x/rynokinsight) on [X](/post/tweet/1946545529149587842) 2025-07-19 12:19:53 UTC XXX followers, XX engagements


"YTD Perf: +15.5% Gave up 410bps the last two weeks on geopolitical volatility sanguine going into H2. - $IMO to + more $PDS $CVE as Imperial began trading at a substantial premium over historical range + $AOIFF extremely attractive valuation + $AEM on the gold selloff"  
![@rynokinsight Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1818252754424348672.png) [@rynokinsight](/creator/x/rynokinsight) on [X](/post/tweet/1939584702320390585) 2025-06-30 07:20:03 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 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