Keyser Soze (@james56487175) 's Twitter Profile
Keyser Soze

@james56487175

Former PM of $1+ billion; not offering investment advice; my inv positions may change w/o notice. All posts are my opinion. Will never accept/charge $. DYODD

ID: 1268166368773279744

calendar_today03-06-2020 13:03:29

14,14K Tweet

11,11K Takipçi

256 Takip Edilen

Keyser Soze (@james56487175) 's Twitter Profile Photo

This is exactly why I follow the data even when I have trouble believing it 😂 Overwhelming pessimism just weeks ago and now almost as if it had never happened…

This is exactly why I follow the data even when I have trouble believing it 😂

Overwhelming pessimism just weeks ago and now almost as if it had never happened…
Keyser Soze (@james56487175) 's Twitter Profile Photo

I’ve had an amazing year, to say the least. ~1 year returns since my post below: $AAUC.TO +102% $ARMN +53% $CERT.V +225% $CMCL +67% $HUM.L -75% (stolen by chairman) $MAI.V -15% $MKO.V +35% $MMY.V +197% $MSA.TO +109% $SOMA.V +73% $SRB.L +147% $STGO.TO +41% Gold +44% S&P 500 +10%

I’ve had an amazing year, to say the least. ~1 year returns since my post below:

$AAUC.TO +102%
$ARMN +53%
$CERT.V +225%
$CMCL +67%
$HUM.L -75% (stolen by chairman)
$MAI.V -15%
$MKO.V +35%
$MMY.V +197%
$MSA.TO +109%
$SOMA.V +73%
$SRB.L +147%
$STGO.TO +41%

Gold +44%
S&P 500 +10%
Keyser Soze (@james56487175) 's Twitter Profile Photo

$CERT.V 1Q25 EBITDA of ~$5 m could 🚀 to >$30 m (>$120 m ann’l) just from MDN. Here’s how: 1Q EBITDA margin ~$430/oz +525/oz gold price ⬆️ +250/oz cost cuts = ~$1,200/oz EBITDA margin 11k oz/q ➡️ ~25k oz/q from UG CIL+HL ~100k oz/y * ~$1,200/oz =$120 m EBITDA vs EV of ~$75 m

$CERT.V 1Q25 EBITDA of ~$5 m could 🚀 to >$30 m (>$120 m ann’l) just from MDN. Here’s how:

1Q EBITDA margin ~$430/oz
+525/oz gold price ⬆️
+250/oz cost cuts 
= ~$1,200/oz EBITDA margin

11k oz/q ➡️ ~25k oz/q from UG CIL+HL

~100k oz/y * ~$1,200/oz =$120 m EBITDA vs EV of ~$75 m
Keyser Soze (@james56487175) 's Twitter Profile Photo

Comparison of select jr gold producers NT Au production pot’l & market caps: $APM.V ~100k oz/y ~$400 m MC $THX.V ~90k oz/y ~$475 m MC $MKO.V ~80k oz/y ~$400 m MC $STGO.TO ~70k oz/y ~$350 m MC $CERT.V ~60k-100k+ oz/y ~$100 m MC $ESAU.CN ~40k oz/y ~$50 m MC Guess which 2 I own?

Keyser Soze (@james56487175) 's Twitter Profile Photo

Damn, basically bankrupted by a Nigerian Prince scam 🥲 One of my misfires for sure. Luckily they are rare and more than swamped by many multibaggers.

Damn, basically bankrupted by a Nigerian Prince scam 🥲

One of my misfires for sure. Luckily they are rare and more than swamped by many multibaggers.