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![rynokinsight Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1818252754424348672.png) Rynok Insight [@rynokinsight](/creator/twitter/rynokinsight) on x XXX followers
Created: 2025-07-01 11:38:25 UTC

Precious metals equities still have plenty of meat on the bone. Current view of most interesting opportunities:
X. $EMX EV/NAV <1, NCIB, “free” development properties and land bank, copper-rich
X. $KLDCF EV/NAV <1, “free” exploration portfolio 
X. $FNV & $WPM stellar risk/reward, growth + speculative upside built in (Cobre Panama for Franco, silver for Wheaton)
X. $AEM ~1 EV/NAV, strong development portfolio and stellar acquisition record
X. $PAAS even better speculative silver upside post-MAG acquisition, Escobar + Navidad upside

![](https://pbs.twimg.com/tweet_video_thumb/GuxOumZXAAAvm6l.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1940012109963952392/c:line.svg)

**Related Topics**
[$aem](/topic/$aem)
[panama](/topic/panama)
[$kldcf](/topic/$kldcf)
[$emx](/topic/$emx)
[stocks](/topic/stocks)
[futures trading](/topic/futures-trading)
[$fnv](/topic/$fnv)
[$wpm](/topic/$wpm)

[Post Link](https://x.com/rynokinsight/status/1940012109963952392)

[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 Avatar Rynok Insight @rynokinsight on x XXX followers Created: 2025-07-01 11:38:25 UTC

Precious metals equities still have plenty of meat on the bone. Current view of most interesting opportunities: X. $EMX EV/NAV <1, NCIB, “free” development properties and land bank, copper-rich X. $KLDCF EV/NAV <1, “free” exploration portfolio X. $FNV & $WPM stellar risk/reward, growth + speculative upside built in (Cobre Panama for Franco, silver for Wheaton) X. $AEM ~1 EV/NAV, strong development portfolio and stellar acquisition record X. $PAAS even better speculative silver upside post-MAG acquisition, Escobar + Navidad upside

XXXXX engagements

Engagements Line Chart

Related Topics $aem panama $kldcf $emx stocks futures trading $fnv $wpm

Post Link

post/tweet::1940012109963952392
/post/tweet::1940012109963952392