Pedja Markovic

[Pedja Markovic @BadMojo92]

@juniorminingpro 1M oz seems very probable at this point. If they connect MZ zone with Mirado, we could be looking at 2M+.

[Pedja Markovic @BadMojo92]

@PMKING44 They teased mineralisation at 465m in their latest YT video. Call me mildly intrigued 🤭👑

Fireworks incoming 🔥

[Pedja Markovic @BadMojo92]

7)
Endgame: Agnico ($AEM) buyout.

M&A math at $150, $300 & $500/oz vs current $77M USD MC:
1Moz: $150M (2x) | $300M (4x) | $500M (6.5x)
2Moz: $300M (4x) | $600M (8x) | $1B (13x)
3Moz: $450M (6x) | $900M (12x) | $1.5B (19x)

$KLDC is pure asymmetry.

[Pedja Markovic @BadMojo92]

6)
$KLDC recently teased mineralization at 465m depth in their latest YT video—they are actively hunting the deep high-grade feeder zone that sourced the surface gold. Add their massive, unexplored KL West land package next door? Zero of that is priced in.

[Pedja Markovic @BadMojo92]

@PatientInv618ng Organic growth guided for 28%, will most likely land north of 31%.

[Pedja Markovic @BadMojo92]

@nanalyzetweets @mirkobot420 @FrameworkWisely Is Crowdstrike supposed to protect you from breach AND protect you if breach happens? No.

Thats why all hyperscalers integrate Rubrik while offering their own back up solutions.

No organisation is gonna put all their eggs in one basket.

[Pedja Markovic @BadMojo92]

@aarpar008 @mirkobot420 @WisemanCap Cloud ARR now represents 88% of the total subscription ARR. Hardware costs are not a problem here.

[Pedja Markovic @BadMojo92]

@TickerTango Exactly! And they are killing it lately with integrations left and right.

[Pedja Markovic @BadMojo92]

@LudditeTech If the project delays are so bad and the SKUs are so hard to sell, how did Rubrik just hit a record $115M in Net New ARR and achieve 83.7% margins last quarter?

Identity went from 400 to 900+ customers in one quarter.

ARR will probably land at 30% at least, down from 34%

[Pedja Markovic @BadMojo92]

$RBRK

Execution!!! You don’t own enough Rubrik!

[Kaushik @WisemanCap]

Rubrik launches AI agent security platform for Google Cloud

[Pedja Markovic @BadMojo92]

@LudditeTech Just tell me, you do realise that the numbers that Rubrik is putting up are amazing?

And I am talking just about the forward looking ones, ARR and RPO.

Or are you flat out calling them a fraud?

[Pedja Markovic @BadMojo92]

@LudditeTech I understand that if you were a big deal, with deep knowledge in this space, with access to Bipul, you wouldn’t be here talking to me on Twitter.

[Pedja Markovic @BadMojo92]

@LudditeTech And I would love to hear a man out who has boots on the ground. But I am not taking you seriously for sure.

[Pedja Markovic @BadMojo92]

@LudditeTech Rubrik is my biggest position. So I pump it.

The real question is, wtf are you doing following Rubrik around? You dislike the company, move on. Dude

[Pedja Markovic @BadMojo92]

$RBRK pops a measly 2% on a massive Google Gemini/Agent Cloud integration? 🤡 wow!

What’s happening?

[Pedja Markovic @BadMojo92]

@LudditeTech Bipul transitioned to SaaS while going public. Now grows ARR by 34%, added 115 million net new ARR last Q.

He is truly awful. Good luck with your short.

I am gonna stick around and see how this Gemini integration goes for them 🤪

[Pedja Markovic @BadMojo92]

If $RBRK sees some traction with Agent Cloud, what kind of TAM are we talking about?

Also, how fast could Rubrik expand into that new market?

Find it plausible that the answers are extremely big & extremely fast.