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

Rynok Insight posts on X about $emx, $cve, gas, $cnq the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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

- [--] Week [------] -52%
- [--] Month [-------] +624%
- [--] Months [-------] +247%
- [--] Year [-------] +207%

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

- [--] Week [--] +132%
- [--] Month [--] +46%
- [--] Months [---] +26%
- [--] Year [---] +64%

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

- [--] Week [---] +3.40%
- [--] Month [---] +11%
- [--] Months [---] +129%
- [--] Year [---] +340%

### CreatorRank: [---------] [#](/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

**Social category influence**
[finance](/list/finance)  35.19% [stocks](/list/stocks)  27.78% [cryptocurrencies](/list/cryptocurrencies)  8.33% [countries](/list/countries)  6.48% [currencies](/list/currencies)  4.63% [technology brands](/list/technology-brands)  2.78% [exchanges](/list/exchanges)  1.85% [luxury brands](/list/luxury-brands)  0.93% [fashion brands](/list/fashion-brands)  0.93% [social networks](/list/social-networks)  0.93%

**Social topic influence**
[$emx](/topic/$emx) #3, [$cve](/topic/$cve) #5, [gas](/topic/gas) 6.48%, [$cnq](/topic/$cnq) #13, [$xom](/topic/$xom) #63, [money](/topic/money) 6.48%, [gold](/topic/gold) 5.56%, [dividend](/topic/dividend) #994, [in the](/topic/in-the) 5.56%, [$emxv](/topic/$emxv) 5.56%

**Top accounts mentioned or mentioned by**
[@nuggetcapital](/creator/undefined) [@madsposting](/creator/undefined) [@tsxman](/creator/undefined) [@tradeoilstocks](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@cubedpermian](/creator/undefined) [@razoroil](/creator/undefined) [@thewiseic](/creator/undefined) [@colinca92604304](/creator/undefined) [@pawlicker88](/creator/undefined) [@santiagoaufund](/creator/undefined) [@beegjj](/creator/undefined) [@ericnuttall](/creator/undefined) [@bubleqe](/creator/undefined) [@stevenl63239275](/creator/undefined) [@highyieldharry](/creator/undefined) [@ttmygh](/creator/undefined) [@taobanker](/creator/undefined) [@sstapczynski](/creator/undefined) [@stevewps](/creator/undefined)

**Top assets mentioned**
[Cenovus Energy Inc. (CVE)](/topic/$cve) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Exxon Mobil (XOM)](/topic/$xom) [Suncor Energy, Inc. (SU)](/topic/$su) [Baytex Energy Corp. (BTE)](/topic/$bte) [Franco-Nevada Corporation (FNV)](/topic/$fnv) [Royal Gold Inc (RGLD)](/topic/$rgld) [British American Tobacco (BTI)](/topic/$bti) [The Sandbox (SAND)](/topic/$sand) [Imperial Oil Limited (IMO)](/topic/$imo) [ProFrac Holding Corp. (ACDC)](/topic/$acdc) [Wheaton Precious Metals Corp. Common Stock (WPM)](/topic/$wpm) [Patterson-UTI Energy Inc (PTEN)](/topic/$pten) [Osisko Gold Royalties Ltd (OR)](/topic/$or) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [PolkaBridge (PBR)](/topic/$pbr) [Veren Inc. (VRN)](/topic/$vrn) [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [Philip Morris International Inc. (PM)](/topic/$pm) [Apple, Inc. (AAPL)](/topic/$aapl) [Triple Flag Precious Metals Corp. (TFPM)](/topic/$tfpm) [FIRST MAJESTIC SILVER CORP (AG)](/topic/$ag) [mStable (MTA)](/topic/$mta) [Shake Shack Inc. (SHAK)](/topic/$shak) [Tapestry, Inc. (TPR)](/topic/$tpr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"DISGRACED FORMER FUND MANAGER ONCE AGAIN LONG CANADIAN EQUITIES ONE WEEK AFTER TABLE POUNDING ZERO EXPOSURE UNTIL TARIFF CLARITY #COM #OOTT Lastly note that National Bank Financial has a $7.00 target price on $SDE only a 100% upside from $SDEs current share price. And yes I have a position in $SDE. Lastly note that National Bank Financial has a $7.00 target price on $SDE only a 100% upside from $SDEs current share price. And yes I have a position in $SDE"  
[X Link](https://x.com/anyuser/status/1893056640510783910)  2025-02-21T21:54Z [---] followers, [----] engagements


"Eco Atlantic Oil & Gas $ECAOF $EOG.V post is up on the blog. Link to the post will be in the comments. If youre up for a speculative O&G read Im starting to nibble on $ECAOF $EOG.V Eco Atlantic Oil & Gas. Ill put together a full blog post but the teaser is: $29M EV $4M in cash no debt $11.5M in the mail from a farm down to TotalEnergies and QatarEnergy - Exploring https://t.co/kOTkKWgGY0 If youre up for a speculative O&G read Im starting to nibble on $ECAOF $EOG.V Eco Atlantic Oil & Gas. Ill put together a full blog post but the teaser is: $29M EV $4M in cash no debt $11.5M in the mail from a"  
[X Link](https://x.com/rynokinsight/status/1988271788015353866)  2025-11-11T15:45Z [---] followers, [----] engagements


"Tony Marino as CEO of Baytex Energy brutally frame mogged Eric Greager. Its plain to see why Tenaz is outperforming. $TNZ.TO $BTE.TO #OOTT"  
[X Link](https://x.com/rynokinsight/status/2020628616065990923)  2026-02-08T22:39Z [---] followers, [----] engagements


"@tradeoilstocks So you bought back into oil after being sick of ShitCos like $CVE but you bought $CVE. How does that work"  
[X Link](https://x.com/anyuser/status/1843371823649722584)  2024-10-07T19:24Z [---] followers, [---] engagements


"@HighyieldHarry [--] years an analyst 💀"  
[X Link](https://x.com/anyuser/status/1891688615203278970)  2025-02-18T03:18Z [---] followers, [----] engagements


"Following up on yesterday's adds: $BTI surprised on its US Velo relaunch. Strong turnaround in a growing unsaturated category with roadmap trail-blazed by $PM. $CVE I recommend the writeup from @NuggetCapital. Insider alignment + IOC tipped the scale vs adding $CNQ. 48bps in the red right now vs S&P [---] about 5x worse. Added $BTI at $40.73 2.4% weight. 48bps in the red right now vs S&P [---] about 5x worse. Added $BTI at $40.73 2.4% weight"  
[X Link](https://x.com/anyuser/status/1899409959906906479)  2025-03-11T10:39Z [---] followers, [----] engagements


"Portfolio after bringing cash down from 20% to 8.6% this week. What's new -Picked up $CVE and $BTI -Small adds to $SAND $FNV $CNQ -Reinvested $XOM div Might bring cash down to 5% if gold retests the 50DMA before $3k and the R&SCos cool off a bit"  
[X Link](https://x.com/anyuser/status/1900088166159089697)  2025-03-13T07:34Z [---] followers, [---] engagements


"Great point from @NuggetCapital is to make sure your buyback is a real buyback. I own and like $CNQ but dislike the dividend weighting vs buybacks. $IMO is an absolute champion comparatively. #com #oott My podcast with @NuggetCapital is up this morning. We talked about the upcoming election in Canada his thoughts on different stocks in Canadian energy and real estate markets and what he looks for when evaluating those opportunities. Links 👇 My podcast with @NuggetCapital is up this morning. We talked about the upcoming election in Canada his thoughts on different stocks in Canadian energy"  
[X Link](https://x.com/anyuser/status/1907840176606552160)  2025-04-03T16:58Z [---] followers, [----] engagements


"Todays trades: $XOM increased weight to 14% $SU increased weight to 10% $CVE (re)opened at 1% weight sold Jun 12Ps to 3% notional Cruise control for cool. On vacation so no pretty chart enjoy the comic:"  
[X Link](https://x.com/anyuser/status/1919469733990056041)  2025-05-05T19:10Z [---] followers, [---] engagements


"YTD Perf +15.1% - $IMO ran too hard too fast trimmed the position today and added to $CVE silly cheap - $SU for + OFS allocation + $PDS & $PTEN last week @NuggetCapital has great notes on them + $KLDCF more speculative baby $EMX Options are $AAPL 30/60 day puts"  
[X Link](https://x.com/anyuser/status/1932490489003192654)  2025-06-10T17:30Z [---] followers, [----] engagements


"Little update on top precious metals oppos I like: 1) $ELE Dave Cole is my favorite CEO in the space and Elemental is still cheap (30% discount to $TFPM and $OR on EV/NAV). Pristine balance sheet and ample liquidity to acquire new assets. Continued exploration upside on Casserones Timok and other properties is going to print NAV. M&A though speculative appears to be of interest to the board. Development assets are chugging away. The prospect generation arm is ready to print in the nascent CapEx boom. Nothing but tailwinds with a focused shareholder-obsessed team on a differentiated business"  
[X Link](https://x.com/rynokinsight/status/2006835375126524311)  2026-01-01T21:10Z [---] followers, [----] engagements


"Decided to take some money off the precious/semiprecious metals trade today and put it to work somewhere that may seem a bit unexpected. Rather than sitting greedy (albeit with the houses money) on a tail position in Pan American Silver and some recent gains in Lundin Mining I want to be where nobody else wants to be - brutally high risk offshore oil & gas exploration. So I started a position in Petrobras $PBR. I should probably spend time doing a long form post the way I did with Eco Atlantic (recent multi-bagger and great oppo). The thesis is largely the same: 1) The business itself is so"  
[X Link](https://x.com/rynokinsight/status/2020938528230953018)  2026-02-09T19:11Z [---] followers, [----] engagements


"Week in review: YTD Perf 45.0% Trimmed $IPCFF $IPCO.TO at a hair over 10% gain to roll into $ECAOF $EOG.V. While speculative the Orinduik stacked pay farm-out is a probabilistic outcome in the coming 6-12mos and there is a very real likelihood of subsequent results surpassing Exxon's Liza in shallower water. The de-risked exploration model ongoing and forthcoming Namibia farm-outs and funded Orange Basin drilling all get me hot. Assorted thoughts: - Last week I shared my thoughts on Canadian E&P valuations being expensive and unattractive relative to US-based OFS or even the US supermajors. I"  
[X Link](https://x.com/rynokinsight/status/1990100207111942288)  2025-11-16T16:50Z [---] followers, [----] engagements


"Ever buy something that moves you enough to buy the stock New consumer discretionary post is up on the blog for $DECK Deckers Outdoor Corp. Theyre UGG and HOKA roughly 50/50 sales split great company on sale. Link to the post will be in the comments"  
[X Link](https://x.com/rynokinsight/status/1997755702647849429)  2025-12-07T19:50Z [---] followers, [----] engagements


"Watching people bid up the most stinky ShitCos of precious metals equities right now like $AG $MTA and even worse than those random ScamCos and no reserve/resource explorers. Did the gold and silver mania phase just kick off boys"  
[X Link](https://x.com/rynokinsight/status/1999485184476074197)  2025-12-12T14:23Z [---] followers, [---] engagements


"Im visiting Boston MA for Christmas and some observations from visiting the Prudential Center (high-end retail) yesterday: - Place was bumping around lunchtime - Highest traffic around Coach (total mad house) $TPR Polo RL $RL Alo Gucci $PPRUY Shake Shack $SHAK and the assorted high-end candy shops - No lines out the door for Louis Vuitton $LVMHF like years before. Light traffic. - Celine $LVMHF Burberry $BRBY Montblanc $CFRUY Balenciaga $PPRUY Dior $LVMHF were empty. No visitors. - Non-Rolex watch stores were completely dead. Rolex was extremely quiet (busier at the Amsterdam airport). - Hoka"  
[X Link](https://x.com/rynokinsight/status/2000218300224069805)  2025-12-14T14:56Z [---] followers, [---] engagements


"My honest opinion on shareholder alignment over at $CNQ: #COM #OOTT"  
[X Link](https://x.com/rynokinsight/status/2011798696283824364)  2026-01-15T13:52Z [---] followers, [----] engagements


"$CNQ bros enjoying a base dividend at 95% of FCF and buybacks barely offsetting SBC. #COM #OOTT"  
[X Link](https://x.com/rynokinsight/status/2012835574315458640)  2026-01-18T10:32Z [---] followers, [----] engagements


"Up 408% since publishing in November. $ECAOF $EOG.V Eco Atlantic Oil & Gas $ECAOF $EOG.V post is up on the blog. Link to the post will be in the comments. https://t.co/NMIuX2TEi2 Eco Atlantic Oil & Gas $ECAOF $EOG.V post is up on the blog. Link to the post will be in the comments. https://t.co/NMIuX2TEi2"  
[X Link](https://x.com/rynokinsight/status/2016952644212793680)  2026-01-29T19:12Z [---] followers, [---] engagements


"I see the value @SFarringtonBKC $CROX"  
[X Link](https://x.com/rynokinsight/status/2018663760031039889)  2026-02-03T12:32Z [---] followers, [----] engagements


"@NuggetCapital @cubedpermian Cardinal is so wild. Shareholders absolutely adore dilutive financing for CapEx because all they see is a high base dividend. Shame we didn't get a $40 WTI drought"  
[X Link](https://x.com/rynokinsight/status/2019356947154366965)  2026-02-05T10:26Z [---] followers, [--] engagements


"And when I got here you know I was like a kid in a candy store: got money no attachments nothing to do and I started partying. It got wild. - Tenaz Energy CEO Tony Marino probably $TNZ.TO $ATUUF #TeamMarino"  
[X Link](https://x.com/rynokinsight/status/2019419137471312281)  2026-02-05T14:33Z [---] followers, [---] engagements


"Post-GEMS acquisition Tenaz has such deep goth baddie inventory that excel cant even handle a NAV analysis"  
[X Link](https://x.com/rynokinsight/status/2019421158249283840)  2026-02-05T14:41Z [---] followers, [---] engagements


"Everything in its right place $MSTR"  
[X Link](https://x.com/rynokinsight/status/2019520405669835247)  2026-02-05T21:16Z [---] followers, [---] engagements


"ExxonMobils share price runs circles around ShitCos like Canadian Natural Resources because they actually buy back stock. A lot of it. $XOM #OOTT"  
[X Link](https://x.com/rynokinsight/status/2019792706440946165)  2026-02-06T15:18Z [---] followers, [---] engagements


"It helps to have an integrated model lead in R&D and make investments sound at $40WTI but not everyone can be so preem. Sucks to suck"  
[X Link](https://x.com/rynokinsight/status/2019795273971548188)  2026-02-06T15:28Z [---] followers, [---] engagements


"RT @ttmygh: Price. Insensitive. Buyers. Why on earth would the PBoC buy LESS gold because the price fell"  
[X Link](https://x.com/rynokinsight/status/2020071694870933771)  2026-02-07T09:46Z [---] followers, [--] engagements


"@taobanker Beyond the fact that 3/4s of the content there is unregulated porn or AI generated pitching the absolute worst human capital on the internet as an asset is like pitching gonorrhea"  
[X Link](https://x.com/rynokinsight/status/2020154790303486460)  2026-02-07T15:16Z [---] followers, [---] engagements


"Week in Review: YTD Perf 18.0% No position changes. - Strong performance in Exxon $XOM and Tenaz $ATUUF $TNZ.TO offset a heavy drawdown in Elemental Royalty. - The Exxon position may look comically oversized but I prefer the term well-endowed. Every time they report we're seeing a meaner business with guidance for double-digit % incremental EUR uplift on shale. Some people think the Permian has peaked but that's bullshit. This is Exxon's world and everyone else is living in it. - I remain tempted to dump my tail position in Pan American $PAAS for Elemental $ELE given the former is trading at"  
[X Link](https://x.com/rynokinsight/status/2020499751498658137)  2026-02-08T14:07Z [---] followers, [----] engagements


"@RazorOil Razor out there mewing like Darren Woods in the White House. Sigma rotation with oil and gas mogging everyone right now"  
[X Link](https://x.com/rynokinsight/status/2020921512560074974)  2026-02-09T18:03Z [---] followers, [---] engagements


"Skate to where the puck is going White boy. - Wayne Gretzky I think $PBR Decided to take some money off the precious/semiprecious metals trade today and put it to work somewhere that may seem a bit unexpected. Rather than sitting greedy (albeit with the houses money) on a tail position in Pan American Silver and some recent gains in Lundin Mining I https://t.co/oMZoHwADeI Decided to take some money off the precious/semiprecious metals trade today and put it to work somewhere that may seem a bit unexpected. Rather than sitting greedy (albeit with the houses money) on a tail position in Pan"  
[X Link](https://x.com/rynokinsight/status/2021196963035873419)  2026-02-10T12:18Z [---] followers, [---] engagements


"Thank you for the kind shout I think the catalysts were all there in the Dec24 investor day and reaffirmed again this year. Delivering double-digit incremental EUR improvement on shale while other players are tapping out continuing to deliver on cost-advantaged offshore growth at scale and top-tier refining. 20B in buybacks go a long way on top of all that. I think youre seeing similar (albeit less) with Suncor given their production guidance beat and similar relatively-sized buyback program though a bit hampered by their upstream weighting and WCS differential going the wrong way lately."  
[X Link](https://x.com/rynokinsight/status/2021264570493407699)  2026-02-10T16:46Z [---] followers, [---] engagements


"RT @RazorOil: In other news Exxon CEO tells Trump that Venezuela is uninvestable stock up +26% 🫣🪒"  
[X Link](https://x.com/rynokinsight/status/2021265135906500664)  2026-02-10T16:48Z [---] followers, [--] engagements


"I get it but at the same time you have all the AI players suddenly rushing the corporate debt market while the government is prepped for even deeper deficit spending because nothing derails whatever train Washington is on. A construction and manufacturing boom from [--] trillion in AI spend has a higher economic multiplier than white collar consumer spending that has been getting slaughtered. Thats net economic expansion once you work through transitional friction. If the friction of transition leads to fire and a crisis the stakes are so high for economic dominance for the US it will damn well"  
[X Link](https://x.com/rynokinsight/status/2021343290130382986)  2026-02-10T21:59Z [---] followers, [---] engagements


"@tsxman Thats wild. Suncor issued in Q4 at 3.55% and I know its not a perfect comparable but come on"  
[X Link](https://x.com/rynokinsight/status/2021359171074130163)  2026-02-10T23:02Z [---] followers, [---] engagements


"#TeamMarino @SStapczynski Just buy $TNZ.TO and chill @SStapczynski Just buy $TNZ.TO and chill"  
[X Link](https://x.com/rynokinsight/status/2021378054959100072)  2026-02-11T00:17Z [---] followers, [---] engagements


"ERIC NUTTALL DOES NOT WANT YOU TO HEAR THIS If EUR uplift from R&D efforts is graduating US tier [--] shale inventory to tier [--] economics how can we be in a post-shale world The Bay Street twink cannot comprehend this. $XOM"  
[X Link](https://x.com/rynokinsight/status/2021550241095581758)  2026-02-11T11:41Z [---] followers, [---] engagements


"ENTER ECONOMIC ARBITRAGE An EUR differential is opening up between operators on identical acreage. Do you think that someone like Exxon wont exploit the dual valuation multiple/economic arbitrage opportunity The value on a TargetCo like Diamondback is irresistible"  
[X Link](https://x.com/rynokinsight/status/2021553296486580406)  2026-02-11T11:53Z [---] followers, [---] engagements


"AND IT GOES ON Ultimately it doesnt matter who is in the lead now or closing that gap just the direction. There are 100s kbbls/day in production being/to be unlocked today. More tomorrow. Infrastructure in place. No exploration risk. Peak Permianbros are COOKED"  
[X Link](https://x.com/rynokinsight/status/2021558435234369857)  2026-02-11T12:14Z [---] followers, [---] engagements


"@TheWiseIC @SteveWps A Tim Hortons has a higher copper grade by material mass than the global average for copper mines"  
[X Link](https://x.com/rynokinsight/status/2021593085919039632)  2026-02-11T14:32Z [---] followers, [--] engagements


"@NuggetCapital Literally everyone rolling with #TeamMarino"  
[X Link](https://x.com/rynokinsight/status/2021618317862346826)  2026-02-11T16:12Z [---] followers, [---] engagements


"RT @rynokinsight: @NuggetCapital Literally everyone rolling with #TeamMarino"  
[X Link](https://x.com/anyuser/status/2021618391027474729)  2026-02-11T16:12Z [---] followers, [--] engagements


"Trimming in todays session because jfc this is too much too fast. You have to give Rick Rule and @rynokinsight credit on $XOM. I didn't think they'd lose money but I didn't think they'd make money. Up 26% YTD is quite a feat without a real catalyst either in oil. Think you'd be crazy to buy oil stocks here in most cases but congrats on the V. You have to give Rick Rule and @rynokinsight credit on $XOM. I didn't think they'd lose money but I didn't think they'd make money. Up 26% YTD is quite a feat without a real catalyst either in oil. Think you'd be crazy to buy oil stocks here in most"  
[X Link](https://x.com/rynokinsight/status/2021619921751621772)  2026-02-11T16:18Z [---] followers, [---] engagements


"Brazilian Supermodel Gisele Bundchen is out with a message for the brutally deepwatermogged Canadian Oil Mafia - its ok to make mistakes. Its never too late to start Brazilmaxxing. #COM $PBR"  
[X Link](https://x.com/rynokinsight/status/2021665780522529127)  2026-02-11T19:20Z [---] followers, [---] engagements


"@ColinCa92604304 @NuggetCapital Ten point differential YTD fifteen in the TTM. Canadian Natural only catches a bid from generalist flows and their margin is barely covering their obscene base dividend. ShitCo"  
[X Link](https://x.com/rynokinsight/status/2021839292587274650)  2026-02-12T06:50Z [---] followers, [--] engagements


"RT @Flex__J: Paid promoters due exactly what they are paid to do. Each year high-risk out of favor Jr #uranium companies pay millions to m"  
[X Link](https://x.com/rynokinsight/status/2021850015350546716)  2026-02-12T07:33Z [---] followers, [--] engagements


"Must read from @NuggetCapital. Beta oppos and even some alpha have run too hard too fast. Easy come easy go"  
[X Link](https://x.com/rynokinsight/status/2021900200709951528)  2026-02-12T10:52Z [---] followers, [----] engagements


"Little check-in on Eco Atlantic: $EOG.V $ECAOF Eco Atlantic Oil & Gas $ECAOF $EOG.V post is up on the blog. Link to the post will be in the comments. https://t.co/NMIuX2TEi2 Eco Atlantic Oil & Gas $ECAOF $EOG.V post is up on the blog. Link to the post will be in the comments. https://t.co/NMIuX2TEi2"  
[X Link](https://x.com/rynokinsight/status/2021959745394159919)  2026-02-12T14:49Z [---] followers, [---] engagements


"@Pawlicker88 Because I misspelled parastatal 🌝 the image was also borked for whatever reason getting around to some more thoughts on Petrobras Ill do a write up. Its something like an 11% weight in the portfolio after a pretty major rebalance"  
[X Link](https://x.com/rynokinsight/status/2022592002915700802)  2026-02-14T08:41Z [---] followers, [--] engagements


"@MadsPosting I dont know if theres coming back from this one"  
[X Link](https://x.com/rynokinsight/status/1909879216214073438)  2025-04-09T08:01Z [---] followers, [----] engagements


"Alex Verge and the Journey crew have been hoovering up shares on the dip. Not my cup of tea but respect the team putting their money on the line. $joy.to #oott"  
[X Link](https://x.com/rynokinsight/status/1911456821220360203)  2025-04-13T16:29Z [---] followers, [---] engagements


"@SantiagoAuFund Big fan of waking up each morning to just wild developments. Certainly not a boring time to be running money"  
[X Link](https://x.com/rynokinsight/status/1914760041040609737)  2025-04-22T19:15Z [---] followers, [---] engagements


"@MadsPosting It was so over and now were so back"  
[X Link](https://x.com/rynokinsight/status/1915436942868500833)  2025-04-24T16:05Z [---] followers, [---] engagements


"@NuggetCapital @BeegJj I think theres room to retrace 50% to the April lows (crude is there) for declines up to 5% on $SU 7% on $CVE $CNQ. Crude still has room to fall its not oversold yet and is carrying momentum. Not earth shaking but not nothing any more is a gift"  
[X Link](https://x.com/anyuser/status/1917900629856456836)  2025-05-01T11:15Z [---] followers, [---] engagements


"@NuggetCapital Downside until @RealPeterLinder panic sells out of his $WCP.TO and $VRN $VRN.TO positions"  
[X Link](https://x.com/anyuser/status/1917904168389403113)  2025-05-01T11:29Z [---] followers, [----] engagements


"@NuggetCapital The board getting ready to hike the dividend into falling commodity prices:"  
[X Link](https://x.com/rynokinsight/status/1920408651686195619)  2025-05-08T09:21Z [---] followers, [---] engagements


"@SantiagoAuFund They elected Mel Absolute lads"  
[X Link](https://x.com/rynokinsight/status/1920580440169001186)  2025-05-08T20:43Z [---] followers, [---] engagements


"The way $SAND $SSL.TO looks at me any time I check the portfolio"  
[X Link](https://x.com/anyuser/status/1920935533452075495)  2025-05-09T20:14Z [---] followers, [---] engagements


"@NuggetCapital Dumping some of this bad boy at a loss for clients. Bought some of this bad boy on Dec 19th for clients. $BTE https://t.co/wdUybdlCd0 Bought some of this bad boy on Dec 19th for clients. $BTE https://t.co/wdUybdlCd0"  
[X Link](https://x.com/rynokinsight/status/1921165137085399468)  2025-05-10T11:27Z [---] followers, [----] engagements


"@visegrad24 Shows up to trade negotiations during an embargo leaves without saying anything refusing to elaborate"  
[X Link](https://x.com/rynokinsight/status/1921168326002090269)  2025-05-10T11:39Z [---] followers, [----] engagements


"Spent today finishing my writeup on $EMX $EMX.V tried to go deep on this one and highlight where I see alpha. Will comment with the post - hope you guys enjoy"  
[X Link](https://x.com/anyuser/status/1923783263677497608)  2025-05-17T16:50Z [---] followers, [----] engagements


"Writeup here: https://rynokinsight.substack.com/p/emx-royalty-corp https://rynokinsight.substack.com/p/emx-royalty-corp"  
[X Link](https://x.com/rynokinsight/status/1923783336209559598)  2025-05-17T16:51Z [---] followers, [---] engagements


"@EuroValentino Theyre called loopwheeled tshirts and they used to be the majority on market. The manufacturing method didnt scale as well as modern ones and so you have to hunt them out from people that kept the old machines and pay a premium like $50/each"  
[X Link](https://x.com/rynokinsight/status/1923822811291799925)  2025-05-17T19:27Z [---] followers, [----] engagements


"@MadsPosting That one guy coming back after spending a semester in Denmark"  
[X Link](https://x.com/rynokinsight/status/1924421358445805667)  2025-05-19T11:06Z [---] followers, [---] engagements


"@thebobbynugget @ericnuttall getting ready for work #com #oott"  
[X Link](https://x.com/rynokinsight/status/1924502582199718395)  2025-05-19T16:29Z [---] followers, [---] engagements


"CORRECTION @ericnuttall STILL HAS his $BTE $BTE.TO bags. #oott BNN Eric Nuttall Top Picks: 🌊 $EXE Expand Energy - U.S. Nat Gas. Bullish on LNG [--] to [--] BCF a day. [--] billion MKT Cap. [--] year stay flat inventory. Target $126.89 Generalist investors are not in NatGas stocks yet. 🌊 $NVA NuVista Energy - Nat Gas and Condensate. Growing at 33% BNN Eric Nuttall Top Picks: 🌊 $EXE Expand Energy - U.S. Nat Gas. Bullish on LNG [--] to [--] BCF a day. [--] billion MKT Cap. [--] year stay flat inventory. Target $126.89 Generalist investors are not in NatGas stocks yet. 🌊 $NVA NuVista Energy - Nat Gas and"  
[X Link](https://x.com/rynokinsight/status/1924909725021257997)  2025-05-20T19:26Z [---] followers, [----] engagements


"@marketplunger1 Any and all crypto"  
[X Link](https://x.com/rynokinsight/status/1925646582847787075)  2025-05-22T20:14Z [---] followers, [----] engagements


"@MadsPosting Had no idea Mads was in a Kojima production"  
[X Link](https://x.com/rynokinsight/status/1927100377154953659)  2025-05-26T20:31Z [---] followers, [----] engagements


"@h0stil3take0v3r @borzoicapital Imagine not putting Warhammer 40k on your resume"  
[X Link](https://x.com/rynokinsight/status/1930340136170205305)  2025-06-04T19:05Z [---] followers, [---] engagements


"Need to break my silence - the oil subsidies are NOT ENOUGH. The USA must support the energy industry with zero-interest lending and full tax exemptions at the federal state and local levels. I STAND WITH BIG OIL #eft #oott Whatever. Keep the EV/solar incentive cuts in the bill even though no oil & gas subsidies are touched (very unfair) but ditch the MOUNTAIN of DISGUSTING PORK in the bill. In the entire history of civilization there has never been legislation that both big and beautiful. Whatever. Keep the EV/solar incentive cuts in the bill even though no oil & gas subsidies are touched"  
[X Link](https://x.com/rynokinsight/status/1930962023078093264)  2025-06-06T12:16Z [---] followers, [----] engagements


"@MadsPosting Rev up those air raid sirens"  
[X Link](https://x.com/rynokinsight/status/1931055729198411939)  2025-06-06T18:28Z [---] followers, [----] engagements


"Just a reminder about sell-side research: These guys will put on a suit and tie look you dead in the eye and preach with a straight face that $BTE $BTE.TO is the best opportunity in the space. Why Favor to sell debt and follow-on offerings. No integrity. #eft #oott Here are the RBC analyst predictions for this year (Feb [--] [----] earliest I could find) Highest implied return was $BTE at 98% Implied $VRN ($CPG) return was 59% Implied $BIR return was 45% 2nd Lowest implied return was $PEY at 20% How accurate were these boot lickers 🧵1/2 https://t.co/eIa4i5iqty Here are the RBC analyst predictions"  
[X Link](https://x.com/anyuser/status/1931624010615263462)  2025-06-08T08:07Z [---] followers, [----] engagements


"YTD Perf: +19.6% This week: -Slight trim to right size $EQX +Added to $KLDCF trading around cash + Frotet value free exploration portfolio -Cash isn't being spent down but lower relative to gains in precious metals and energy Hope everyone has a great week ahead"  
[X Link](https://x.com/anyuser/status/1934214077469139234)  2025-06-15T11:39Z [---] followers, [---] engagements


"Credit to @NuggetCapital for his $ACDC trade. Thought then that OFS would be flat right now but the man walked away with a gain 40% in less than a month. #eft"  
[X Link](https://x.com/rynokinsight/status/1934635126534688838)  2025-06-16T15:32Z [---] followers, [----] engagements


"@Rory_Johnston Embrace the TAFU trade"  
[X Link](https://x.com/rynokinsight/status/1937144173443813772)  2025-06-23T13:42Z [---] followers, [---] engagements


"@MadsPosting Real"  
[X Link](https://x.com/rynokinsight/status/1938931837696344505)  2025-06-28T12:05Z [---] followers, [---] 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"  
[X Link](https://x.com/anyuser/status/1939584702320390585)  2025-06-30T07:20Z [---] followers, [---] engagements


"$PDS offers truly compelling value today completely bombed out EV/FCF at this size a business puts a target on its back to take private. @NuggetCapital has excellent notes on the name and demand in the Montney. High-pace buyback yield and debt reduction"  
[X Link](https://x.com/anyuser/status/1939588545091350891)  2025-06-30T07:35Z [---] followers, [----] engagements


"@tradeoilstocks There goes my position"  
[X Link](https://x.com/rynokinsight/status/1939707260810203263)  2025-06-30T15:27Z [---] followers, [---] engagements


"Precious metals equities still have plenty of meat on the bone. Current view of most interesting opportunities: [--]. $EMX EV/NAV [--] NCIB free development properties and land bank copper-rich [--]. $KLDCF EV/NAV [--] free exploration portfolio [--]. $FNV & $WPM stellar risk/reward growth + speculative upside built in (Cobre Panama for Franco silver for Wheaton) [--]. $AEM [--] EV/NAV strong development portfolio and stellar acquisition record [--]. $PAAS even better speculative silver upside post-MAG acquisition Escobar + Navidad upside https://twitter.com/i/web/status/1940012109963952392"  
[X Link](https://x.com/anyuser/status/1940012109963952392)  2025-07-01T11:38Z [---] followers, [----] engagements


"@BeegJj Wishing you the best recovery BeegJJ hope it all goes well"  
[X Link](https://x.com/rynokinsight/status/1940740962156007871)  2025-07-03T11:54Z [---] followers, [---] engagements


"@MadsPosting Europemaxxing meme vs reality"  
[X Link](https://x.com/rynokinsight/status/1941793457636270235)  2025-07-06T09:36Z [---] followers, [----] engagements


"@MadsPosting Adderall should be available over-the-counter the revive the European economy"  
[X Link](https://x.com/rynokinsight/status/1943007605040836760)  2025-07-09T18:01Z [---] followers, [--] engagements


"@MadsPosting My fridge cigarettes are longhorn 100s (running low)"  
[X Link](https://x.com/rynokinsight/status/1943361404028719456)  2025-07-10T17:27Z [---] followers, [---] engagements


"@MadsPosting Real. What a feeling to wake up and see 20% charge"  
[X Link](https://x.com/rynokinsight/status/1946973574083842314)  2025-07-20T16:40Z [---] followers, [---] engagements


"Elemental is trading on the Nasdaq today another big step in scaling up and delivering value. $ELE NEWS RELEASE: Elemental Royalty Corporation will commence trading on Nasdaq at market open tomorrow under the ticker symbol ELE. Elementals common shares will continue to trade on the TSX Venture Exchange under the ticker symbol ELE. Read the full release here: https://t.co/ecur2qQKZf NEWS RELEASE: Elemental Royalty Corporation will commence trading on Nasdaq at market open tomorrow under the ticker symbol ELE. Elementals common shares will continue to trade on the TSX Venture Exchange under the"  
[X Link](https://x.com/rynokinsight/status/1993327252478579054)  2025-11-25T14:33Z [---] followers, 14.2K engagements


"How Elemental Royalty looks at me trading +1039bps on a Wednesday $ELE Elemental is trading on the Nasdaq today another big step in scaling up and delivering value. $ELE Elemental is trading on the Nasdaq today another big step in scaling up and delivering value. $ELE"  
[X Link](https://x.com/rynokinsight/status/1993797919590539687)  2025-11-26T21:44Z [---] followers, 13.6K engagements


"How gold looks at me making new ATHs and mogging AI slop for Christmas: $ELE $FNV $WPM $RGLD"  
[X Link](https://x.com/rynokinsight/status/2000440655428899056)  2025-12-15T05:39Z [---] followers, [---] 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"  
[X Link](https://x.com/rynokinsight/status/1942467759901663680)  2025-07-08T06:16Z [---] followers, [---] engagements


"In R=1 selloffs everything goes. We had intraday dips Q2 where Franco-Nevada and Imperial Oil were down more than [--] points. Buying O&G heavy then drove 1/5 of YTD returns. Wish I demolished the ask on Franco and Wheaton. Happy hunting friends"  
[X Link](https://x.com/rynokinsight/status/1977304767572423135)  2025-10-12T09:26Z [---] followers, [---] engagements


"How $ACDC ProFrac Holding looks at me offering another entry oppo close to its 52-week low:"  
[X Link](https://x.com/rynokinsight/status/1991203706369425599)  2025-11-19T17:55Z [---] followers, [----] engagements


"Link is right here: https://rynokinsight.substack.com/p/deckers-outdoor-corporation https://rynokinsight.substack.com/p/deckers-outdoor-corporation"  
[X Link](https://x.com/rynokinsight/status/1997755916113043626)  2025-12-07T19:51Z [---] followers, [---] engagements


"Week in Review: YTD Perf 67.3% Finishing the year strong. - Took $ACDC off to cash expecting downside in H1. - Opened $BRVMF $BRVO.TO miners have been running but Bravo hasn't gotten out of hand. Sometimes you just need to pull the trigger. Luanga will be built and the stars are aligned for a quick (in mining time) buildout similar to NGEx's Lunahuasi. I've been eying the name for a while and will write it up when I get around to it. Planned moves: - Harvest 50% of ProPetro $PUMP extracting initial capital to go past the point of no concern - Harvest $KLDCF $KLD.V I love Zach Flood and the"  
[X Link](https://x.com/rynokinsight/status/2004976634529501412)  2025-12-27T18:04Z [---] followers, [----] engagements


"@SFarringtonBKC Regencell Bioscience Holdings $RGC early-stage traditional Chinese medicine for neurocognitive disorders like ADHD/autism. Zero revenue and going concern risk"  
[X Link](https://x.com/rynokinsight/status/2005443856599482406)  2025-12-29T01:00Z [---] followers, [---] engagements


"Week in Review: YTD Perf 18.9% We're fully-allocated with Monday purchases of Tenaz Energy $TNZ.TO and Vale $VALE. Portfolio Comments: - The wild outperformance of Royal Gold $RGLD relative to $WPM and $FNV makes me think there's index arbitrage funds starting to step in. Looking forward to screening Q4 13Fs when available. I mentioned this previously as a potential drive for outperformance with $TPL as a comparable. It may drive closure of the valuation gap with the big two or cause a massive overshoot and dump. - Vale $VALE ran to around fair value ex-multiple expansion or a leg up in"  
[X Link](https://x.com/rynokinsight/status/2015139175616692431)  2026-01-24T19:06Z [---] followers, [----] engagements


"Made some tweaks to the every sleeve this week. Finally got around to enough diligence for a position in $IPCO.TO $IPCFF revisited view on $SCR.TO $STHRF and opened a small position as well. Small adds in Meren and Exxon downsize of $CNQ"  
[X Link](https://x.com/rynokinsight/status/1953923080121987384)  2025-08-08T20:55Z [---] followers, [---] engagements


"The Fintwit peanut gallery trying to articulate their investment thesis for the promoted junior miners they bought with zero DD:"  
[X Link](https://x.com/rynokinsight/status/2015478947094344146)  2026-01-25T17:36Z [---] followers, [---] engagements


"How $EMX $EMX.V is looking at me after copper held most of its gains and nobody has bid up the name up"  
[X Link](https://x.com/rynokinsight/status/1943015635400954026)  2025-07-09T18:33Z [---] followers, [---] 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/ $70 Brent (producing premium Bonny Light) with two major shareholders exiting into NCIB. No debt exploration upside may take a while"  
[X Link](https://x.com/rynokinsight/status/1945108530383741379)  2025-07-15T13:09Z [---] followers, [---] engagements


"+46.9% in the [--] days since writing and there is still meat on the bone. Stellar royalty portfolio and land bank still trading at a discount to NAV of producing assets and substantially to where the NPV of Timok is likely to land. $EMX $EMX.V Spent today finishing my writeup on $EMX $EMX.V tried to go deep on this one and highlight where I see alpha. Will comment with the post - hope you guys enjoy https://t.co/gqosp4mOqm Spent today finishing my writeup on $EMX $EMX.V tried to go deep on this one and highlight where I see alpha. Will comment with the post - hope you guys enjoy"  
[X Link](https://x.com/rynokinsight/status/1949399962241957905)  2025-07-27T09:22Z [---] followers, [---] engagements


"New post is up on the blog. IPCO was on my to-review list for ages and I finally found the time to dive in and pull the trigger two weeks ago. Link will be in a comment. $IPCFF $IPCO.TO"  
[X Link](https://x.com/rynokinsight/status/1957101677393134081)  2025-08-17T15:26Z [---] followers, [----] engagements


"USD 400M market cap royalty generator business not a lot of investor money is wired for it. A lot of really smart people arent fully engaged with the business model. Their ignorance is your bliss. $EMX $EMX.V @rynokinsight I can't believe no one on Twitter seems to care about EMX. Seems like a lay up to me. @rynokinsight I can't believe no one on Twitter seems to care about EMX. Seems like a lay up to me"  
[X Link](https://x.com/rynokinsight/status/1962801825867829689)  2025-09-02T08:56Z [---] followers, [---] engagements


"A double in [---] days. Thanks for following along friends. $EMX $EMX.V Spent today finishing my writeup on $EMX $EMX.V tried to go deep on this one and highlight where I see alpha. Will comment with the post - hope you guys enjoy https://t.co/gqosp4mOqm Spent today finishing my writeup on $EMX $EMX.V tried to go deep on this one and highlight where I see alpha. Will comment with the post - hope you guys enjoy https://t.co/gqosp4mOqm"  
[X Link](https://x.com/rynokinsight/status/1965079455917027384)  2025-09-08T15:47Z [---] followers, [----] engagements


"Week in review: YTD Perf +39.6% - Exit $BTI at +14% to raise cash - Slight right-sizing trim on $IPCO.TO $IPCFF on de minimis gain to cash probably going to see this on $SCR.TO $STHRF by next week too Assorted thoughts: Royalty and Streaming - Not letting a single share of $EMX $EMX.V go post-merger. I don't think you could ask for a finer pro forma entity and am more bullish today than prior to the deal announcement. I'm keen to see Dave Cole bring the generation model and its durable competitive advantage to the intermediates. Fully expecting multiple further turns on capital here. Will"  
[X Link](https://x.com/rynokinsight/status/1967212602120946049)  2025-09-14T13:03Z [---] followers, [----] engagements


"COPPER: Grasberg joins the list of mines in shutdown may be for quite some time. This is the #2 mine by output 2x Kakula or Cobre Panama. Couldnt get more bullish even with anemic global growth. I like diversified royalties streams and prospect generation. $EMX $RGLD"  
[X Link](https://x.com/rynokinsight/status/1971016030874107960)  2025-09-25T00:56Z [---] followers, [---] engagements


"Exited $IPCO.TO $IPCFF today to cash at a 12% gain. Its a great company but the valuation is really fighting gravity at $58 WTI. With the flush down Im interested to capture some $PTEN or other oppos thrown out with the bath water"  
[X Link](https://x.com/rynokinsight/status/1991591579367404007)  2025-11-20T19:36Z [---] followers, [---] engagements


"Week in Review: YTD Perf 58.3% Biggest actions taken were building cash. OFS has been a bit of a drag on performance but I can't complain. - Recouped initial capital in $ECAOF $EOG.V to cash - Exited $SU $SU.TO to cash (will elaborate below) - Made capital contribution to open $DECK - $XOM dividend was reinvested Assorted thoughts: - Precious metals equities are overheated. - Looks like crude prices are going to circle the drain for a while. I exited Suncor $SU to cash because I expect to get it (or other equities) at a more attractive entry in the coming quarters. They produce substantially"  
[X Link](https://x.com/rynokinsight/status/1999871296348295522)  2025-12-13T15:57Z [---] followers, [----] engagements

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