GavMcCracken's profile picture. Stocks, Value, AI, & Counter-Strike. Up 1060x in 6 years in commodities. These are my ramblings - not financial advice. https://gavinmccracken.substack.com/

Gavin

@GavMcCracken

Stocks, Value, AI, & Counter-Strike. Up 1060x in 6 years in commodities. These are my ramblings - not financial advice. https://gavinmccracken.substack.com/

Pinned

Unbelievable earnings beat by $APM.TO $ANPMF Analyst estimates were 12-14 cents CAD per share. We got 0.29 USD. A 350% beat on analyst expectations. AISC dropped by 20%. I was expecting 16 cents USD net income, so I was also, significantly wrong. Best silver & gold jr!

GavMcCracken's tweet image. Unbelievable earnings beat by $APM.TO $ANPMF

Analyst estimates were 12-14 cents CAD per share. We got 0.29 USD. A 350% beat on analyst expectations. 

AISC dropped by 20%. 

I was expecting 16 cents USD net income, so I was also, significantly wrong. 

Best silver & gold jr!

Last chance to open a long position in $APM.TO $ANPMF is tomorrow before 4pm. They'll crush earnings, and the market will realize they're going to be the most profitable gold and silver jr in 2026 and beyond. The fundamental picture will change, again.



Gavin reposted

Unbelievable earnings beat by $APM.TO $ANPMF Analyst estimates were 12-14 cents CAD per share. We got 0.29 USD. A 350% beat on analyst expectations. AISC dropped by 20%. I was expecting 16 cents USD net income, so I was also, significantly wrong. Best silver & gold jr!

GavMcCracken's tweet image. Unbelievable earnings beat by $APM.TO $ANPMF

Analyst estimates were 12-14 cents CAD per share. We got 0.29 USD. A 350% beat on analyst expectations. 

AISC dropped by 20%. 

I was expecting 16 cents USD net income, so I was also, significantly wrong. 

Best silver & gold jr!

Last chance to open a long position in $APM.TO $ANPMF is tomorrow before 4pm. They'll crush earnings, and the market will realize they're going to be the most profitable gold and silver jr in 2026 and beyond. The fundamental picture will change, again.



Gavin reposted

Bro this Liberal MP spent $19,222 PER DAY, for NINE DAYS Remember when Harper fired Bev Oda for a $12 glass of orange juice.

Tablesalt13's tweet image. Bro this Liberal MP 

spent 

$19,222 PER DAY, for NINE DAYS

Remember when Harper fired Bev Oda for a $12 glass of orange juice.

Gavin reposted

Issue is the average Canadian deserves to be in third world poverty, because they had greatness, and they're okay with it being taken away just because the water is being slowly boiled.


Gavin reposted

#BREAKING: The Parliamentary Budget Office has released a report revealing that the Carney Liberals' budget incorrectly categorizes $94 BILLION in operating costs as investments so that Carney can falsely claim that he balanced the operating budget.

WeAreCanProud's tweet image. #BREAKING: The Parliamentary Budget Office has released a report revealing that the Carney Liberals' budget incorrectly categorizes $94 BILLION in operating costs as investments so that Carney can falsely claim that he balanced the operating budget.

Read the comments here. Most Canadians are literally begging to be regulated. Canada is a nanny state. Literal sh*thole.

Starting today, cash-grab municipal speed cameras are no longer allowed in Ontario. Instead, we’re supporting proactive, proven safety measures like speed bumps, roundabouts and better signage that slow drivers down without making life more expensive.



Everything in Canada at the government level is done via bribes.

🇨🇦’s cities suddenly want to lower speed limits & roll out traffic cams. Fun fact: the company that owns & operates these cams is Redflex. Just thinking about the times they’ve been convicted of bribery & how 🇺🇸 signed a DPA to prevent further digging. 😬😂

StephenPunwasi's tweet image. 🇨🇦’s cities suddenly want to lower speed limits & roll out traffic cams. 

Fun fact: the company that owns & operates these cams is Redflex. 

Just thinking about the times they’ve been convicted of bribery & how 🇺🇸 signed a DPA to prevent further digging. 😬😂
StephenPunwasi's tweet image. 🇨🇦’s cities suddenly want to lower speed limits & roll out traffic cams. 

Fun fact: the company that owns & operates these cams is Redflex. 

Just thinking about the times they’ve been convicted of bribery & how 🇺🇸 signed a DPA to prevent further digging. 😬😂


The larger governments grow, the more taxes they take, which they use to justify more growth, until you become Canada. The government up here wants to manage and do everything. Issue is, everything governments do is done with poor quality, so Canada is now an LLM slop fest.

Isn’t it messed up that the Canadian government FORCIBLY takes a lot of taxpayer MONEY, spends it overseas, and then has to create social programs at home because people can’t afford life 🤯 Seriously doesn’t make sense



Gavin reposted

BREAKING: Carney wants Canadians to bankroll an LNG project that’s 🇺🇸 owned & built overseas with Chinese steel When pressed on why subsidize a foreign-built, foreign-owned LNG megaproject, Mark Carney spit out the most panicked word salad imaginable

From cbcwatcher

Gavin reposted

Every time you pay with a credit card I want you to look the seller in the eye and remember that you're taking 3 to 5% on the low end and maybe half if you're factoring in European taxes. This is money that will never come back to your community, that won't go to his family.


Gavin reposted

I love going to the farmer's market with a bag of Panamanian pesos. Big half dollar coins. You pay with exact change and people look at you like it's the most based thing they've ever seen in their life. The thank yous have much more enthusiasm. Even awe. The coins clang in…

calvinfroedge's tweet image. I love going to the farmer's market with a bag of Panamanian pesos. Big half dollar coins. 

You pay with exact change and people look at you like it's the most based thing they've ever seen in their life. 

The thank yous have much more enthusiasm. Even awe.

The coins clang in…

Ridiculously bullish. Gold & silver both red, $APM.TO $ANPMF showing strong enough alpha to not just be green, but deeply green. As expected, the Q3 earnings being the best out of every gold and/or silver miner has set a new alpha trend higher. 40cents/share Q4 next.

GavMcCracken's tweet image. Ridiculously bullish. Gold & silver both red, $APM.TO $ANPMF showing strong enough alpha to not just be green, but deeply green. 

As expected, the Q3 earnings being the best out of every gold and/or silver miner has set a new alpha trend higher. 

40cents/share Q4 next.

Btw this will be realized in the near term. They're going to put out a new technical doc in H1 2026, probably Q1, and those LOM extensions will boost NPV8 calculations by >1bil with the current futures curve.

No! Golden queen will be extended to at least 2033 and San Bartolome at least 2036. This is the big upside risk I've been screaming about for months. Every drill at Golden queen hit economic gold (they've done like 30)



Imagine the beats on operational costs at our favourite < 3.0 EV/FCF miners though

PetroTal suspends dividend, crashes. The world doesn’t work at $60 $Oil.



Gavin reposted

PetroTal suspends dividend, crashes. The world doesn’t work at $60 $Oil.


$APM.TO $ANPMF going to be presenting at two upcoming conferences. Hopefully they attract some new investors and the shorts get destroyed.

GavMcCracken's tweet image. $APM.TO $ANPMF going to be presenting at two upcoming conferences. Hopefully they attract some new investors and the shorts get destroyed.

What goes up and loses momentum for years must come down like an elevator $TAL.TO $PTAL. So glad I dumped my position years ago after arguing with Manolo to increase buybacks, not dividends, to go all-in $VLE.TO (which I'd owned since $0.44) at $1.8. Stupid high G&A too.

Petrotal $ptal $tal decided to suspend their dividend due to low oil prices. A sad day for investors #ptal



Shorts grew by basically 200k, from 7.81mil to 7.988mil after earnings beat analyst expectations by 300%... $APM.TO $ANPMF 32.45 days to cover (one screenshot from yesterday, and one from now).

GavMcCracken's tweet image. Shorts grew by basically 200k, from 7.81mil to 7.988mil after earnings beat analyst expectations by 300%... $APM.TO $ANPMF 32.45 days to cover (one screenshot from yesterday, and one from now).
GavMcCracken's tweet image. Shorts grew by basically 200k, from 7.81mil to 7.988mil after earnings beat analyst expectations by 300%... $APM.TO $ANPMF 32.45 days to cover (one screenshot from yesterday, and one from now).

And how much has government spending increased since Trudeau was elected? Why didn't that "trickle down"? The reason is that as governments gain power, they make everything worse, and quite literally nothing better.

No, I’m not surprised. “It’s the largest decline among the world’s top thirty countries, and though it should shock us, I doubt it does. Most Canadians have felt this coming. Life simply isn’t better today than it was a few years ago.” winnipegsun.com/opinion/klein-…

abc123jjj's tweet image. No, I’m not surprised. 

“It’s the largest decline among the world’s top thirty countries, and though it should shock us, I doubt it does. Most Canadians have felt this coming. Life simply isn’t better today than it was a few years ago.”
winnipegsun.com/opinion/klein-…


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