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Vaapad Capital
All positions

AGX

Industrials

SILVER X MINING CORP

FALLBACK· as of 34m ago

Current positionSubscribers

Live position details are for subscribers

AGX's current weight, average entry and live P&L are reserved for subscribers — front-run protection for the founder's open book. The full public thesis, conviction history, closed-trade record and field notes stay open below.

Why it moved today

AGX fell -4.26% versus its prior close (last 764.56 vs prior close 798.55) (as of 2026-07-02 00:08 UTC). The market was post at the time of this quote. This is a descriptive record of the move — not a forecast or a recommendation.

Rewards

  • AGX gives the book Industrials exposure — see how that sits in the overall sector mix.Sector allocation
  • AGX has 3 fully round-tripped call(s) on the public ledger — every one scored, winners and losers.Open the Call Ledger

Risks

  • The position currently shows an unrealized loss of -1.33% versus cost — surfaced honestly, not hidden.
  • AGX is a single, concentrated position in one founder's personal book — single-name risk, not a diversified fund.Full risk disclaimer
  • Past performance is not a reliable indicator of future results. Everything on this page is retrospective disclosure, not investment advice.Full disclaimer

Position scorecard

Track recordConvictionMomentumValueQuality
54avg / 100
  • Track record— 67% hit rate over 3 closed calls.62
  • Conviction— Based on 42 recorded events, currently held.65
  • Momentum— Live unrealized -1.3% vs. cost.49
  • Value— From 4 valuation multiples (lower = cheaper).25
  • Quality— From 4 profitability / balance-sheet metrics.71

A retrospective, descriptive summary derived from the facts on this page — the founder's own closed calls, recorded conviction, live position P&L and public third-party fundamentals. It is not a rating, price target, or buy/sell signal. Axes marked “n/a” lack sufficient inputs and are shown honestly rather than guessed. Past performance is not a reliable indicator of future results.

Fundamentals

Valuation multiples

Market cap
$10.72B
Enterprise value
$9.75B
P / E (TTM)Price to trailing earnings
66.95x
P / E (fwd)Price to forward earnings
47.06x
P / BPrice to book value
22.64x
P / S (TTM)Price to trailing sales
10.29x
EV / EBITDA
61.67x
Dividend yield
0.3%

Key financials

Revenue (TTM)
$1.04B
Revenue growthYear-over-year
+50.2%
Earnings growthYear-over-year
+102.5%
Profit margin
15.5%
Return on equity
38.5%
Debt / equity
2.02x
Free cash flow
$416.46M
Beta (5y)Volatility vs. market
0.59

Ownership & float

Shares outstanding
14.02M
Public float
13.57M
Institutional held
108.9%
Insider held
4.1%

Third-party market data (Yahoo Finance), for information only — retrospective and descriptive, not investment advice. Values may lag the latest filing. Fetched 01 Jul 26. Any metric the provider did not report is shown as “—” rather than estimated.

The thesis

No public thesis published for AGX yet.

The public thesis is drawn from the founder's published field notes. When a public note tagging AGX goes live, its thesis anchors this section. Subscriber-only notes are listed below as locked teasers — their content is never surfaced here.

Conviction history

  1. Adding22 Jun 26

    Added to position

    5,500 @ 0.67 UNKNOWN

  2. Adding22 Jun 26

    Added to position

    1,500 @ 0.67 UNKNOWN

  3. Adding22 Jun 26

    Added to position

    4,000 @ 0.66 CAD

  4. Adding22 Jun 26

    Added to position

    1,000 @ 0.66 UNKNOWN

  5. Adding22 Jun 26

    Added to position

    5,000 @ 0.66 CAD

  6. Adding22 Jun 26

    Added to position

    20,000 @ 0.66 UNKNOWN

  7. Trimming09 Jun 26

    Trimmed position

    4,500 @ 0.625 UNKNOWN

  8. Trimming09 Jun 26

    Trimmed position

    2,500 @ 0.625 UNKNOWN

  9. Trimming09 Jun 26

    Trimmed position

    1,500 @ 0.63 CAD

  10. Trimming09 Jun 26

    Trimmed position

    420 @ 0.63 CAD

  11. Trimming09 Jun 26

    Trimmed position

    8,000 @ 0.63 UNKNOWN

  12. Trimming09 Jun 26

    Trimmed position

    500 @ 0.63 UNKNOWN

  13. Trimming09 Jun 26

    Trimmed position

    2,000 @ 0.63 CAD

  14. Trimming09 Jun 26

    Trimmed position

    500 @ 0.635 UNKNOWN

  15. Adding09 Jun 26

    Added to position

    14,500 @ 0.62 UNKNOWN

  16. Adding09 Jun 26

    Added to position

    10,000 @ 0.62 UNKNOWN

  17. Adding09 Jun 26

    Added to position

    460 @ 0.62 UNKNOWN

  18. Adding09 Jun 26

    Added to position

    8,000 @ 0.65 UNKNOWN

  19. Adding09 Jun 26

    Added to position

    480 @ 0.65 UNKNOWN

  20. Adding09 Jun 26

    Added to position

    4,000 @ 0.645 UNKNOWN

  21. Adding08 Jun 26

    Added to position

    500 @ 0.64 UNKNOWN

  22. Adding08 Jun 26

    Added to position

    2,000 @ 0.64 UNKNOWN

  23. Adding08 Jun 26

    Added to position

    300 @ 0.64 UNKNOWN

  24. Adding08 Jun 26

    Added to position

    80 @ 0.66 UNKNOWN

  25. Adding08 Jun 26

    Added to position

    1,000 @ 0.66 UNKNOWN

  26. Building08 Jun 26

    Entered — building position

    2,000 @ 0.66 UNKNOWN

  27. Building08 Jun 26

    Entered — building position

    2,500 @ 0.66 UNKNOWN

  28. Building08 Jun 26

    Entered — building position

    2,500 @ 0.655 UNKNOWN

  29. Adding08 Jun 26

    Added to position

    1,500 @ 0.655 UNKNOWN

  30. Adding08 Jun 26

    Added to position

    100 @ 0.66 UNKNOWN

  31. Trimming04 Jun 26

    Trimmed position

    3,000 @ 0.77 CAD

  32. Trimming04 Jun 26

    Trimmed position

    3,000 @ 0.77 CAD

  33. Exited04 Jun 26

    Exited position

    500 @ 0.77 CAD

  34. Building04 Jun 26

    Entered — building short position

    5,000 @ 0.77 CAD

  35. Adding08 Apr 26

    Added to position

    2,500 @ 0.73 EUR

  36. Building08 Apr 26

    Entered — building position

    5,000 @ 0.74 EUR

  37. Building08 Apr 26

    Entered — building position

    1,000 @ 0.735 EUR

  38. Building08 Apr 26

    Entered — building position

    500 @ 0.74 EUR

  39. Building08 Apr 26

    Entered — building position

    2,500 @ 0.735 EUR

  40. Building15 Oct 25

    Entered — building short position

    2,500 @ 0.64 EUR

  41. Building15 Oct 25

    Entered — building short position

    1,000 @ 0.64 EUR

  42. Building15 Oct 25

    Entered — building short position

    1,500 @ 0.64 EUR

AGX on the Call Ledger

ClosedDirEntry → ExitHoldReturn
08 Jun 26SHORT0.77 → 0.66 CAD4d+14.35%
04 Jun 26LONG0.736 → 0.77 EUR57d+4.60%
08 Apr 26SHORT0.64 → 0.737 EUR174d-15.08%
See the full Call Ledger →

Field notes mentioning AGX

No field notes mention AGX yet. Browse all field notes →

This page is a retrospective, descriptive disclosure of a single position in the founder's personal trading account — reconciled against IBKR Flex. Not investment advice and not a solicitation to buy or sell any security. Weight, entry and P&L are stamped with the data-freshness state; live figures may lag. Past performance is not a reliable indicator of future results.Diese Seite ist eine rückblickende Darstellung einer einzelnen Position im persönlichen Handelskonto des Gründers, abgeglichen mit IBKR Flex — keine Anlageberatung. Frühere Wertentwicklung ist kein verlässlicher Indikator für künftige Ergebnisse.Full disclaimer