Gavin
@GavMcCracken
Stocks, Value, & Counter-Strike. Ahead and already in the next frontier of tech. Not financial advice. Some health writing https://gavinmccracken.substack.com/
My actual opinion on the #uranium thesis. I am going to go and do real work now. (click on the screenshot to see all three paragraphs).

If $APM.TO $ANPMF does a full cash + debt (non-dilutive) acquisition & deploys FCF into developing it, it could still 10x. This is the best case path I can foresee. Time will tell if @Henrik115 is an oracle; he bought $VLE.TO at 44c & $APM.TO at 50c. I also think this occurs.
If $APM.to get benchmarked against pure silver producers , it is still very cheap. Also given the strong growth potential, they Will grow in Bolivia without using FCF so they can deploy FCF in M&A. I think APM Will double production or more within 2-3 years.
$moly.ne insights: Ruben shiffman open market buys 👇 🔴 buying after drop in price discovery 🌕 buying in price discovery 🟢 open market buys to long to share them all Suggest you look up the green open market buys, @ShiffmanRuben keeps buying 🙏 #open_secret
$moly.ne update: Greenland Resources Provides Update #molybdenum #magnesium @ShiffmanRuben businesswire.com/news/home/2025… #open_secret
There won’t be a Fort Knox gold audit. Why? Because the quantity of gold they claim is there, is not there.
It's the same literally every time. Cyclical company sells off from frothy heights, 50, 70, 90% drawdown. People don't call buying at 20 year lows "astute", they say stuff like "catching a falling knife", say the market is always right, and insist it's a terminal decline.
Hi it's me, the friend. I'd love to see more technical details on the quality of their product and proposed industrial uses. I don't doubt the process is novel, and any advancement is great, but I'm just not convinced by the PR material I've read scholar.google.com/citations?user…
This is a CEO on the internet anon. He could literally be your CEO. You could buy his stock $MOLY.TO $MOLY.NE. Instead you buy FOMO and tickers you see on r/pennystocks. You buy the stocks with the shady CEOs instead of the quality stand up guys. That's your mistake anon.
Thank u Sr. for the reminder!, even more rewarding than the very positive public market ride in less than three years in Calvista, a company I co-founded and is very close to my heart !, was the social ingredient of the project. We gave to the "very poor" artisanal miners in…
3/14 I personally use NPV15 (>twice the standard NPV7) to value mines. That way, a destructive event like a Niger coup (e.g. ask $GLO baggies) doesn't decimate your capital. That said, the mines owned by Andean are in what I consider quality jurisdictions. $APM.TO model:
1/14 Bc there have been some particularly high quality posts on $APM.TO $ANPMF lately e.g. toiletking capitals analysis of insider ownership, and other technical analyses and chart drawings by others, I figured I'd share my fundamental analysis 🧵 Tags: $GDXJ $SILJ #silver #gold
lets talk about $ANPMF $AMP.TO, which is my largest gold/silver mining stock
That's one way to get around the Fed not lowering rates 👀 Buy gold $APM.TO $JAG.TO
*TRUMP CONSIDERING STIMULUS CHECKS FOR LOW INCOME AMERICANS: PRESS POOL
*TRUMP CONSIDERING STIMULUS CHECKS FOR LOW INCOME AMERICANS: PRESS POOL
Trump: With a strong dollar, we can't sell anything.
Thank u Sr. for the reminder!, even more rewarding than the very positive public market ride in less than three years in Calvista, a company I co-founded and is very close to my heart !, was the social ingredient of the project. We gave to the "very poor" artisanal miners in…
lets talk about $ANPMF $AMP.TO, which is my largest gold/silver mining stock
A thread worth reading?🧵 $MOLY.TO $MOLY.NE $MOLY There's a reason people say "A mine is a hole in the ground with a liar on top" - Mark Twain. Whether misattributed or truly spoken by Mark, we don't know. But we can look at CEOs of mining companies and find out wtf is going on