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# ![@jtourzan Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::125417820.png) @jtourzan The Mining Bartender

The Mining Bartender posts on X about $ngexto, $paas, $aem, argentina the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::125417820/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::125417820/c:line/m:interactions.svg)

- X Week XXXXXX +138%
- X Month XXXXXXX +18%
- X Months XXXXXXX +547%
- X Year XXXXXXX +15%

### Mentions: XX [#](/creator/twitter::125417820/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::125417820/c:line/m:posts_active.svg)

- X Week XX +20%
- X Month XXX -XXXX%
- X Months XXX +210%
- X Year XXX +342%

### Followers: XXXXX [#](/creator/twitter::125417820/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::125417820/c:line/m:followers.svg)

- X Week XXXXX +1.60%
- X Month XXXXX +5.50%
- X Months XXXXX +25%
- X Year XXXXX +31%

### CreatorRank: XXXXXXX [#](/creator/twitter::125417820/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::125417820/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::125417820/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [countries](/list/countries)  XXXX% [finance](/list/finance)  XXXX% [currencies](/list/currencies)  XXXX% [technology brands](/list/technology-brands)  XXXX% [exchanges](/list/exchanges)  XXXX% [nfts](/list/nfts)  XXXX%

**Social topic influence**
[$ngexto](/topic/$ngexto) #4, [$paas](/topic/$paas) 2.04%, [$aem](/topic/$aem) #23, [argentina](/topic/argentina) 1.36%, [targets](/topic/targets) #1457, [$souhy](/topic/$souhy) #1, [listing](/topic/listing) 1.36%, [over the](/topic/over-the) 1.36%, [$s32ax](/topic/$s32ax) #25, [$btg](/topic/$btg) #16

**Top accounts mentioned or mentioned by**
[@sniffrocks](/creator/undefined) [@goldroyalties](/creator/undefined) [@dollarcostavg](/creator/undefined) [@laurencerhunt](/creator/undefined) [@respeculator](/creator/undefined) [@murr76464](/creator/undefined) [@yuanyicaonimei](/creator/undefined) [@bernie_kreft](/creator/undefined) [@real_mikebarnes](/creator/undefined) [@spearhead_cap](/creator/undefined) [@downundervalue](/creator/undefined) [@stokdog](/creator/undefined) [@garrettgoggin](/creator/undefined) [@yellowlablife](/creator/undefined) [@grumpierbtday](/creator/undefined) [@tradeyez](/creator/undefined) [@lambdownunder](/creator/undefined) [@patchnhrd](/creator/undefined) [@bpriene](/creator/undefined) [@fibsixone8](/creator/undefined)

**Top assets mentioned**
[PAN American Silver Corp (PAAS)](/topic/$paas) [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [Bitcoin Gold (BTG)](/topic/$btg) [MP Materials Corp. (MP)](/topic/$mp) [Hecla Mining Company (HL)](/topic/$hl) [Coeur Mining, Inc. (CDE)](/topic/$cde) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Morgan Stanley (MS)](/topic/morgan-stanley) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Mosaic Co (MOS)](/topic/$mos) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Newmont Corporation (NEM)](/topic/$nem) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Bored Ape Yacht Club (boredapeyachtclub)](/topic/bored-ape-yacht-club)
### Top Social Posts [#](/creator/twitter::125417820/posts)
---
Top posts by engagements in the last XX hours

"Anyone know when LunR starts trading"  
[X Link](https://x.com/jtourzan/status/1981353171273601391) [@jtourzan](/creator/x/jtourzan) 2025-10-23T13:33Z 4452 followers, 5375 engagements


"$sgq $sgq.ax St George hits 121m of pegmatite from 631m. Assays pending. JV with $igo.ax"  
[X Link](https://x.com/jtourzan/status/1640847301533900803) [@jtourzan](/creator/x/jtourzan) 2023-03-28T22:44Z 4447 followers, 1723 engagements


"We having fun yet coal investors All my profit gone. Coal sales up 21%. Prices down 11%. Stock down 5%. I took some profit at the top. Not averaging down here. Spot prices stink for thermal. At least its not as bad as met coal. Not a big position but not a starter. $nhc.ax"  
[X Link](https://x.com/jtourzan/status/1957237739033891272) [@jtourzan](/creator/x/jtourzan) 2025-08-18T00:26Z 4448 followers, 1351 engagements


"Two other ways to play Argentina that Im #long $andc.cn Andina & $alde.v Aldebaran continues to derisk but some issues with Rio buying back in. Andina is much cheaper and has more exploration targets. And theyve hit some real holes. Im still adding to @AndinaCopper"  
[X Link](https://x.com/jtourzan/status/1961928181805654092) [@jtourzan](/creator/x/jtourzan) 2025-08-30T23:05Z 4454 followers, 2057 engagements


"Chamath needs to kiss Trumps ass now Lynas is eligible to get the government funny money from Trump. He knows that he cant compete on a level playing field. $mp $lyc.ax"  
[X Link](https://x.com/jtourzan/status/1973982872899105061) [@jtourzan](/creator/x/jtourzan) 2025-10-03T05:26Z 4453 followers, XXX engagements


"@respeculator Im starting to think the only way left to play copper are these distressed assets like South32 & Glencore. Everything elselike Hidbay are already fully valued"  
[X Link](https://x.com/jtourzan/status/1975018971809382890) [@jtourzan](/creator/x/jtourzan) 2025-10-06T02:03Z 4454 followers, XXX engagements


"Markets have special needs. How is South32 not up big $souhy"  
[X Link](https://x.com/jtourzan/status/1975555026065236097) [@jtourzan](/creator/x/jtourzan) 2025-10-07T13:33Z 4445 followers, XXX engagements


"This 1B will fund critical copper projects"  
[X Link](https://x.com/jtourzan/status/1975910474727440470) [@jtourzan](/creator/x/jtourzan) 2025-10-08T13:05Z 4445 followers, 4537 engagements


"@_Yux__ Here I am holding $paas when $hl $cde kicking their ass. Fresnillo hasnt been doing much either"  
[X Link](https://x.com/jtourzan/status/1976007536961806438) [@jtourzan](/creator/x/jtourzan) 2025-10-08T19:31Z 4437 followers, XXX engagements


"@YellowLabLife Glencore should move listing to USA. Can think of about a dozen who should do this (heres looking at you South32.)"  
[X Link](https://x.com/jtourzan/status/1977447500287184936) [@jtourzan](/creator/x/jtourzan) 2025-10-12T18:53Z 4435 followers, XXX engagements


"Better get your $ngex.to by 10/22 if you want the royalty spinout. Its my 2nd largest stock position behind $aem right now at about 5%. Im XX% $phys for my biggest position"  
[X Link](https://x.com/jtourzan/status/1978799401339662508) [@jtourzan](/creator/x/jtourzan) 2025-10-16T12:25Z 4450 followers, 2481 engagements


"This really is a once in a lifetime opportunity for metals investors though. Next week Trump meets Albo. I wouldnt be surprised if a lot of wealth is created after those meetings. Ngex spinco. These are both amazing setups. And I heard someone following me is XXX% weight Ngex. I stopped buying once I was up XX% and hit X% of portfolio"  
[X Link](https://x.com/jtourzan/status/1978899691090980924) [@jtourzan](/creator/x/jtourzan) 2025-10-16T19:03Z 4442 followers, XXX engagements


"With Trump meeting Albo next week and hungry fur tungsten how can you not be long $eqr.ax $aii.ax @Almonty_ @EQResourcesASX"  
[X Link](https://x.com/jtourzan/status/1979010796785913900) [@jtourzan](/creator/x/jtourzan) 2025-10-17T02:25Z 4446 followers, 2448 engagements


"Removing Fresnillo from a blue chip silver list. Pretty much on-brand. $fres.l For the record Im only long $paas on this list"  
[X Link](https://x.com/jtourzan/status/1979018345526497399) [@jtourzan](/creator/x/jtourzan) 2025-10-17T02:55Z 4452 followers, 1573 engagements


"@LambDownUnder My biggest position $aem but Im not adding fresh capital. I own a basket of producers. Will have better opinions after earnings in November. I have been buying $paas $b for cheap reserves. #k92 for cheap FCF"  
[X Link](https://x.com/jtourzan/status/1979370618798919795) [@jtourzan](/creator/x/jtourzan) 2025-10-18T02:15Z 4441 followers, XXX engagements


"$uamy offers to buyout $lrv.ax for $XXXX. I think higher bids come"  
[X Link](https://x.com/jtourzan/status/1980096268174262666) [@jtourzan](/creator/x/jtourzan) 2025-10-20T02:18Z 4448 followers, 10.2K engagements


"@PATCHnHrd Youre kind of freaking me out with all this disparaging of $cnq. Its my biggest oil position. Is something wrong with it Is Parex like Petrobras but even cheaper"  
[X Link](https://x.com/jtourzan/status/1980101472118509587) [@jtourzan](/creator/x/jtourzan) 2025-10-20T02:39Z 4448 followers, XXX engagements


"@FibSixOne8 Too much fun. I was down X% on my entire portfolio this morning. I try to avoid major drawdowns by diversifying. Only South32 is up"  
[X Link](https://x.com/jtourzan/status/1980640012493631979) [@jtourzan](/creator/x/jtourzan) 2025-10-21T14:19Z 4441 followers, XXX engagements


"In other words a tax free hedge fund"  
[X Link](https://x.com/jtourzan/status/1980989912670433707) [@jtourzan](/creator/x/jtourzan) 2025-10-22T13:29Z 4451 followers, XXX engagements


"Taking a look at manganese this weekend. South Africa accounts for XX% of world resources. Major players include South32 & Jupiter Mines $jms.ax. Two companies have caught my attention. Black Canyon $bca.ax and Electric Metals $eml.v"  
[X Link](https://x.com/jtourzan/status/1964365997336645989) [@jtourzan](/creator/x/jtourzan) 2025-09-06T16:32Z 4454 followers, 1291 engagements


"Both Jupiter and South32 are profitable with their manganese operations. Kalahari resources are 35-37% manganese for both. South32 Gemco in Australia is over XX% for ore and about XX% for sands"  
[X Link](https://x.com/jtourzan/status/1964367893291995190) [@jtourzan](/creator/x/jtourzan) 2025-09-06T16:39Z 4454 followers, XXX engagements


"Did I mention that I love Dundee $dpm.to. X catalysts 1) Adriatic acquisition 2) Dumitru Potok discovery 3) Glasslock arsenic technology Buy any dips"  
[X Link](https://x.com/jtourzan/status/1966559724843020323) [@jtourzan](/creator/x/jtourzan) 2025-09-12T17:49Z 4454 followers, 2206 engagements


"@stockdad17 South32 definitely the most obvious one in the world"  
[X Link](https://x.com/jtourzan/status/1979687526819569923) [@jtourzan](/creator/x/jtourzan) 2025-10-18T23:14Z 4454 followers, XX engagements


"I would like to thank @MtHopeMining for including historical drill holes in cross sections. Why doesnt everyone do this Not a buyer today but adding to #watchlist $mhm.ax"  
[X Link](https://x.com/jtourzan/status/1980428853517656127) [@jtourzan](/creator/x/jtourzan) 2025-10-21T00:20Z 4454 followers, 1021 engagements


"@respeculator Im glad $whc.ax $glncy are the only ones that Im long"  
[X Link](https://x.com/jtourzan/status/1960076872538304787) [@jtourzan](/creator/x/jtourzan) 2025-08-25T20:28Z 4454 followers, XXX engagements


"This game is too easy. South32 is a screaming buy right now. Everyone wants a ten bagger but how about an easy double with all the usual caveats that come with high risk businesses like mining. $souhy #s32.ax"  
[X Link](https://x.com/jtourzan/status/1975565956119470240) [@jtourzan](/creator/x/jtourzan) 2025-10-07T14:16Z 4453 followers, 11.1K engagements


"I can think of a dozen ASX companies that will be on this list if they redomicile to USA like Almonty is planning to do. $aii"  
[X Link](https://x.com/jtourzan/status/1979623148644651397) [@jtourzan](/creator/x/jtourzan) 2025-10-18T18:58Z 4453 followers, 1316 engagements


"Sold $ngex.to down from X% of portfolio to 4%. This gets me out of margin and into X% cash which I am putting aside for LunR purchases. Rules are rules and Im not supposed to be above X% AUM in invested capital in X stock. Still biggest position"  
[X Link](https://x.com/jtourzan/status/1981359827181064484) [@jtourzan](/creator/x/jtourzan) 2025-10-23T13:59Z 4453 followers, 2320 engagements


"Doing a deep dive into @B2GoldCorp this weekend. Stock has been all over the place over the last decade but seems to be in a relatively safe growth phase. If Goose which was acquired in the Sabina purchase doesnt end up being a disaster. $btg $bto.to"  
[X Link](https://x.com/jtourzan/status/1777044982031143045) [@jtourzan](/creator/x/jtourzan) 2024-04-07T18:45Z 4453 followers, 3792 engagements


"Lindian $lin.ax trading up in nice follow through from last weeks announcement. Iluka is becoming a serious player in secure REE supply chains. $ilu.ax"  
[X Link](https://x.com/jtourzan/status/1955122273612075086) [@jtourzan](/creator/x/jtourzan) 2025-08-12T04:20Z 4453 followers, 1191 engagements


"Taking a 2nd look at Mirasol. Its in the right place after all. If there is a copper gold porphyry at depth its too deep for my taste. Hydrothermal Breccia Zone starts at 764m & only XXXX g/t Au. #avoid $mrz.v @MirasolRes"  
[X Link](https://x.com/jtourzan/status/1961822271921852713) [@jtourzan](/creator/x/jtourzan) 2025-08-30T16:04Z 4453 followers, 1166 engagements


"Deterra $drr.ax making smart moves and divesting non core assets such as offtake agreements and non core royalties. Im ok with selling Mali royalties to $vox. Did I mention that they have Thacker Pass royalty $lac"  
[X Link](https://x.com/jtourzan/status/1970632483680198748) [@jtourzan](/creator/x/jtourzan) 2025-09-23T23:32Z 4453 followers, XXX engagements


"Finally. $bto.to $btg #long"  
[X Link](https://x.com/jtourzan/status/1975216258540056657) [@jtourzan](/creator/x/jtourzan) 2025-10-06T15:07Z 4451 followers, 3345 engagements


"A lot of the volume today is in companies that do promo. It is very noticeable that other names are getting little to no action in the spec space. Unless you explore PGM then everything is up today on big volume"  
[X Link](https://x.com/jtourzan/status/1976001170801033245) [@jtourzan](/creator/x/jtourzan) 2025-10-08T19:06Z 4452 followers, 1321 engagements


"$mos really pissing me off today on a day when I expect my other commodities to pull their weight. Terrible production numbers"  
[X Link](https://x.com/jtourzan/status/1976723147677483282) [@jtourzan](/creator/x/jtourzan) 2025-10-10T18:54Z 4453 followers, 1402 engagements


"Adding to $ngex.to today. Now biggest position. LunR spinoff on 10/22. Thats next Wednesday"  
[X Link](https://x.com/jtourzan/status/1979273105383240122) [@jtourzan](/creator/x/jtourzan) 2025-10-17T19:47Z 4453 followers, 8521 engagements


"How much is the Lunahuasi royalty worth It's a large porphyry system with good continuity containing over X cubic kilometer of ore. Assuming X g/t AuEq and 2700 kg/m of rock that's 2.7M kg AuEq worth about $370B at current prices. LunR holds a X% NSR. Any geologists have a better estimate $ngex.to They also hold a XXXX% NSR on Los Helados"  
[X Link](https://x.com/jtourzan/status/1979576871772946483) [@jtourzan](/creator/x/jtourzan) 2025-10-18T15:54Z 4452 followers, 20.4K engagements


"For us its important to have an agreement that states very clearly that resources belong to the Republic of Panama Not sure what that means but just negotiate a higher NSR and call it a win Panama. $fm.to"  
[X Link](https://x.com/jtourzan/status/1980450669787246724) [@jtourzan](/creator/x/jtourzan) 2025-10-21T01:46Z 4451 followers, 1389 engagements


"Zinc at X year high. Own assets that they cannot print"  
[X Link](https://x.com/jtourzan/status/1981001655220068729) [@jtourzan](/creator/x/jtourzan) 2025-10-22T14:16Z 4452 followers, 5967 engagements


"@rohindhar Unfortunately probably vacant. To buyout a unit can cost a small fortune. If its a X bedroom probably $100k+. But it depends on your tax situation and whether you can use the losses as tax deductions"  
[X Link](https://x.com/jtourzan/status/1981200208248918068) [@jtourzan](/creator/x/jtourzan) 2025-10-23T03:25Z 4452 followers, 2060 engagements


"I own $goog in my daughters portfolio. Wish that I could own some on the Chinese names in quantum computing. Im also long companies with cesium exposure like $pmet"  
[X Link](https://x.com/jtourzan/status/1981366176103223824) [@jtourzan](/creator/x/jtourzan) 2025-10-23T14:24Z 4452 followers, XXX engagements


"@AvgSizedHead I can get higher than 5%. I also have X% in $aem $emx. But only X% or less of invested capital (or less) in those positions"  
[X Link](https://x.com/jtourzan/status/1981410444134011052) [@jtourzan](/creator/x/jtourzan) 2025-10-23T17:20Z 4452 followers, XXX engagements


"It is anticipated that NGEx Shareholders holding NGEx Shares as of the close of business on October XX 2025 being the business day immediately prior to the Effective Date of the Arrangement will be entitled to receive the New NGEx Shares and the LunR Royalties Shares pursuant to the Arrangement"  
[X Link](https://x.com/jtourzan/status/1981413913398038786) [@jtourzan](/creator/x/jtourzan) 2025-10-23T17:34Z 4453 followers, XXX engagements


"Newmont earnings out. 2.3B OCF. 1.6B FCF. AISC is down but so is production. Only 1.42Moz Au. Was 1.9Moz in Q424. $nem"  
[X Link](https://x.com/jtourzan/status/1981454442085175703) [@jtourzan](/creator/x/jtourzan) 2025-10-23T20:15Z 4452 followers, 5215 engagements


"$mka.l no news up over 200%. Keep dancing I guess. They recycle rare earth magnets and have a project in Malawi. Sounds like a dozen other companies I know"  
[X Link](https://x.com/jtourzan/status/1981457273601085563) [@jtourzan](/creator/x/jtourzan) 2025-10-23T20:26Z 4452 followers, 2392 engagements


"@kosVarg66907538 $Usar is basically a meme stock with a garbage project. They cant even refine so completely dependent on mp and Lynas for materials. Round Rock isnt a great project. Stock isnt worth 1B never mine 3B. So theres that"  
[X Link](https://x.com/jtourzan/status/1981482900479758440) [@jtourzan](/creator/x/jtourzan) 2025-10-23T22:08Z 4452 followers, XXX engagements


"Well there goes the bull case for lithium and vanadium. Sodium ion is already taking over storage in China. There are no bottleneck materials like cobalt or lithium. Aluminum can be used for electrodes whereas lithium requires copper for one of the electrodes. Better temperature range than lithium. And already getting used in low end autos. Way cheaper batteries are coming"  
[X Link](https://x.com/jtourzan/status/1981552672689049645) [@jtourzan](/creator/x/jtourzan) 2025-10-24T02:45Z 4452 followers, 7966 engagements


"This is why Mkango popped. They are setting up a SPAC for Nasdaq listing. Take note asx critical metals plays. Keep dancing. $mka.l"  
[X Link](https://x.com/jtourzan/status/1981849419126636664) [@jtourzan](/creator/x/jtourzan) 2025-10-24T22:24Z 4452 followers, XXX engagements


"Whats do Bored Ape Yacht Club and a boat of economic migrants trying to claim asylum in uk have in common No females"  
[X Link](https://x.com/jtourzan/status/1981894503309959356) [@jtourzan](/creator/x/jtourzan) 2025-10-25T01:24Z 4452 followers, XXX engagements


"@geigercounting @CdnResourceInv Tether doesnt seem to care if they pay too much. They think that they can tokenize it"  
[X Link](https://x.com/jtourzan/status/1981899814322548967) [@jtourzan](/creator/x/jtourzan) 2025-10-25T01:45Z 4452 followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@jtourzan Avatar @jtourzan The Mining Bartender

The Mining Bartender posts on X about $ngexto, $paas, $aem, argentina the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX +138%
  • X Month XXXXXXX +18%
  • X Months XXXXXXX +547%
  • X Year XXXXXXX +15%

Mentions: XX #

Mentions Line Chart

  • X Week XX +20%
  • X Month XXX -XXXX%
  • X Months XXX +210%
  • X Year XXX +342%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +1.60%
  • X Month XXXXX +5.50%
  • X Months XXXXX +25%
  • X Year XXXXX +31%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXX% countries XXXX% finance XXXX% currencies XXXX% technology brands XXXX% exchanges XXXX% nfts XXXX%

Social topic influence $ngexto #4, $paas 2.04%, $aem #23, argentina 1.36%, targets #1457, $souhy #1, listing 1.36%, over the 1.36%, $s32ax #25, $btg #16

Top accounts mentioned or mentioned by @sniffrocks @goldroyalties @dollarcostavg @laurencerhunt @respeculator @murr76464 @yuanyicaonimei @bernie_kreft @real_mikebarnes @spearhead_cap @downundervalue @stokdog @garrettgoggin @yellowlablife @grumpierbtday @tradeyez @lambdownunder @patchnhrd @bpriene @fibsixone8

Top assets mentioned PAN American Silver Corp (PAAS) Agnico Eagle Mines Ltd. (AEM) Bitcoin Gold (BTG) MP Materials Corp. (MP) Hecla Mining Company (HL) Coeur Mining, Inc. (CDE) Canadian Natural Resources Limited (CNQ) Morgan Stanley (MS) Lithium Americas Corp. Common Shares (LAC) Mosaic Co (MOS) Alphabet Inc Class A (GOOGL) Newmont Corporation (NEM) USA Rare Earth, Inc. Class A Common Stock (USAR) Bored Ape Yacht Club (boredapeyachtclub)

Top Social Posts #


Top posts by engagements in the last XX hours

"Anyone know when LunR starts trading"
X Link @jtourzan 2025-10-23T13:33Z 4452 followers, 5375 engagements

"$sgq $sgq.ax St George hits 121m of pegmatite from 631m. Assays pending. JV with $igo.ax"
X Link @jtourzan 2023-03-28T22:44Z 4447 followers, 1723 engagements

"We having fun yet coal investors All my profit gone. Coal sales up 21%. Prices down 11%. Stock down 5%. I took some profit at the top. Not averaging down here. Spot prices stink for thermal. At least its not as bad as met coal. Not a big position but not a starter. $nhc.ax"
X Link @jtourzan 2025-08-18T00:26Z 4448 followers, 1351 engagements

"Two other ways to play Argentina that Im #long $andc.cn Andina & $alde.v Aldebaran continues to derisk but some issues with Rio buying back in. Andina is much cheaper and has more exploration targets. And theyve hit some real holes. Im still adding to @AndinaCopper"
X Link @jtourzan 2025-08-30T23:05Z 4454 followers, 2057 engagements

"Chamath needs to kiss Trumps ass now Lynas is eligible to get the government funny money from Trump. He knows that he cant compete on a level playing field. $mp $lyc.ax"
X Link @jtourzan 2025-10-03T05:26Z 4453 followers, XXX engagements

"@respeculator Im starting to think the only way left to play copper are these distressed assets like South32 & Glencore. Everything elselike Hidbay are already fully valued"
X Link @jtourzan 2025-10-06T02:03Z 4454 followers, XXX engagements

"Markets have special needs. How is South32 not up big $souhy"
X Link @jtourzan 2025-10-07T13:33Z 4445 followers, XXX engagements

"This 1B will fund critical copper projects"
X Link @jtourzan 2025-10-08T13:05Z 4445 followers, 4537 engagements

"@Yux_ Here I am holding $paas when $hl $cde kicking their ass. Fresnillo hasnt been doing much either"
X Link @jtourzan 2025-10-08T19:31Z 4437 followers, XXX engagements

"@YellowLabLife Glencore should move listing to USA. Can think of about a dozen who should do this (heres looking at you South32.)"
X Link @jtourzan 2025-10-12T18:53Z 4435 followers, XXX engagements

"Better get your $ngex.to by 10/22 if you want the royalty spinout. Its my 2nd largest stock position behind $aem right now at about 5%. Im XX% $phys for my biggest position"
X Link @jtourzan 2025-10-16T12:25Z 4450 followers, 2481 engagements

"This really is a once in a lifetime opportunity for metals investors though. Next week Trump meets Albo. I wouldnt be surprised if a lot of wealth is created after those meetings. Ngex spinco. These are both amazing setups. And I heard someone following me is XXX% weight Ngex. I stopped buying once I was up XX% and hit X% of portfolio"
X Link @jtourzan 2025-10-16T19:03Z 4442 followers, XXX engagements

"With Trump meeting Albo next week and hungry fur tungsten how can you not be long $eqr.ax $aii.ax @Almonty_ @EQResourcesASX"
X Link @jtourzan 2025-10-17T02:25Z 4446 followers, 2448 engagements

"Removing Fresnillo from a blue chip silver list. Pretty much on-brand. $fres.l For the record Im only long $paas on this list"
X Link @jtourzan 2025-10-17T02:55Z 4452 followers, 1573 engagements

"@LambDownUnder My biggest position $aem but Im not adding fresh capital. I own a basket of producers. Will have better opinions after earnings in November. I have been buying $paas $b for cheap reserves. #k92 for cheap FCF"
X Link @jtourzan 2025-10-18T02:15Z 4441 followers, XXX engagements

"$uamy offers to buyout $lrv.ax for $XXXX. I think higher bids come"
X Link @jtourzan 2025-10-20T02:18Z 4448 followers, 10.2K engagements

"@PATCHnHrd Youre kind of freaking me out with all this disparaging of $cnq. Its my biggest oil position. Is something wrong with it Is Parex like Petrobras but even cheaper"
X Link @jtourzan 2025-10-20T02:39Z 4448 followers, XXX engagements

"@FibSixOne8 Too much fun. I was down X% on my entire portfolio this morning. I try to avoid major drawdowns by diversifying. Only South32 is up"
X Link @jtourzan 2025-10-21T14:19Z 4441 followers, XXX engagements

"In other words a tax free hedge fund"
X Link @jtourzan 2025-10-22T13:29Z 4451 followers, XXX engagements

"Taking a look at manganese this weekend. South Africa accounts for XX% of world resources. Major players include South32 & Jupiter Mines $jms.ax. Two companies have caught my attention. Black Canyon $bca.ax and Electric Metals $eml.v"
X Link @jtourzan 2025-09-06T16:32Z 4454 followers, 1291 engagements

"Both Jupiter and South32 are profitable with their manganese operations. Kalahari resources are 35-37% manganese for both. South32 Gemco in Australia is over XX% for ore and about XX% for sands"
X Link @jtourzan 2025-09-06T16:39Z 4454 followers, XXX engagements

"Did I mention that I love Dundee $dpm.to. X catalysts 1) Adriatic acquisition 2) Dumitru Potok discovery 3) Glasslock arsenic technology Buy any dips"
X Link @jtourzan 2025-09-12T17:49Z 4454 followers, 2206 engagements

"@stockdad17 South32 definitely the most obvious one in the world"
X Link @jtourzan 2025-10-18T23:14Z 4454 followers, XX engagements

"I would like to thank @MtHopeMining for including historical drill holes in cross sections. Why doesnt everyone do this Not a buyer today but adding to #watchlist $mhm.ax"
X Link @jtourzan 2025-10-21T00:20Z 4454 followers, 1021 engagements

"@respeculator Im glad $whc.ax $glncy are the only ones that Im long"
X Link @jtourzan 2025-08-25T20:28Z 4454 followers, XXX engagements

"This game is too easy. South32 is a screaming buy right now. Everyone wants a ten bagger but how about an easy double with all the usual caveats that come with high risk businesses like mining. $souhy #s32.ax"
X Link @jtourzan 2025-10-07T14:16Z 4453 followers, 11.1K engagements

"I can think of a dozen ASX companies that will be on this list if they redomicile to USA like Almonty is planning to do. $aii"
X Link @jtourzan 2025-10-18T18:58Z 4453 followers, 1316 engagements

"Sold $ngex.to down from X% of portfolio to 4%. This gets me out of margin and into X% cash which I am putting aside for LunR purchases. Rules are rules and Im not supposed to be above X% AUM in invested capital in X stock. Still biggest position"
X Link @jtourzan 2025-10-23T13:59Z 4453 followers, 2320 engagements

"Doing a deep dive into @B2GoldCorp this weekend. Stock has been all over the place over the last decade but seems to be in a relatively safe growth phase. If Goose which was acquired in the Sabina purchase doesnt end up being a disaster. $btg $bto.to"
X Link @jtourzan 2024-04-07T18:45Z 4453 followers, 3792 engagements

"Lindian $lin.ax trading up in nice follow through from last weeks announcement. Iluka is becoming a serious player in secure REE supply chains. $ilu.ax"
X Link @jtourzan 2025-08-12T04:20Z 4453 followers, 1191 engagements

"Taking a 2nd look at Mirasol. Its in the right place after all. If there is a copper gold porphyry at depth its too deep for my taste. Hydrothermal Breccia Zone starts at 764m & only XXXX g/t Au. #avoid $mrz.v @MirasolRes"
X Link @jtourzan 2025-08-30T16:04Z 4453 followers, 1166 engagements

"Deterra $drr.ax making smart moves and divesting non core assets such as offtake agreements and non core royalties. Im ok with selling Mali royalties to $vox. Did I mention that they have Thacker Pass royalty $lac"
X Link @jtourzan 2025-09-23T23:32Z 4453 followers, XXX engagements

"Finally. $bto.to $btg #long"
X Link @jtourzan 2025-10-06T15:07Z 4451 followers, 3345 engagements

"A lot of the volume today is in companies that do promo. It is very noticeable that other names are getting little to no action in the spec space. Unless you explore PGM then everything is up today on big volume"
X Link @jtourzan 2025-10-08T19:06Z 4452 followers, 1321 engagements

"$mos really pissing me off today on a day when I expect my other commodities to pull their weight. Terrible production numbers"
X Link @jtourzan 2025-10-10T18:54Z 4453 followers, 1402 engagements

"Adding to $ngex.to today. Now biggest position. LunR spinoff on 10/22. Thats next Wednesday"
X Link @jtourzan 2025-10-17T19:47Z 4453 followers, 8521 engagements

"How much is the Lunahuasi royalty worth It's a large porphyry system with good continuity containing over X cubic kilometer of ore. Assuming X g/t AuEq and 2700 kg/m of rock that's 2.7M kg AuEq worth about $370B at current prices. LunR holds a X% NSR. Any geologists have a better estimate $ngex.to They also hold a XXXX% NSR on Los Helados"
X Link @jtourzan 2025-10-18T15:54Z 4452 followers, 20.4K engagements

"For us its important to have an agreement that states very clearly that resources belong to the Republic of Panama Not sure what that means but just negotiate a higher NSR and call it a win Panama. $fm.to"
X Link @jtourzan 2025-10-21T01:46Z 4451 followers, 1389 engagements

"Zinc at X year high. Own assets that they cannot print"
X Link @jtourzan 2025-10-22T14:16Z 4452 followers, 5967 engagements

"@rohindhar Unfortunately probably vacant. To buyout a unit can cost a small fortune. If its a X bedroom probably $100k+. But it depends on your tax situation and whether you can use the losses as tax deductions"
X Link @jtourzan 2025-10-23T03:25Z 4452 followers, 2060 engagements

"I own $goog in my daughters portfolio. Wish that I could own some on the Chinese names in quantum computing. Im also long companies with cesium exposure like $pmet"
X Link @jtourzan 2025-10-23T14:24Z 4452 followers, XXX engagements

"@AvgSizedHead I can get higher than 5%. I also have X% in $aem $emx. But only X% or less of invested capital (or less) in those positions"
X Link @jtourzan 2025-10-23T17:20Z 4452 followers, XXX engagements

"It is anticipated that NGEx Shareholders holding NGEx Shares as of the close of business on October XX 2025 being the business day immediately prior to the Effective Date of the Arrangement will be entitled to receive the New NGEx Shares and the LunR Royalties Shares pursuant to the Arrangement"
X Link @jtourzan 2025-10-23T17:34Z 4453 followers, XXX engagements

"Newmont earnings out. 2.3B OCF. 1.6B FCF. AISC is down but so is production. Only 1.42Moz Au. Was 1.9Moz in Q424. $nem"
X Link @jtourzan 2025-10-23T20:15Z 4452 followers, 5215 engagements

"$mka.l no news up over 200%. Keep dancing I guess. They recycle rare earth magnets and have a project in Malawi. Sounds like a dozen other companies I know"
X Link @jtourzan 2025-10-23T20:26Z 4452 followers, 2392 engagements

"@kosVarg66907538 $Usar is basically a meme stock with a garbage project. They cant even refine so completely dependent on mp and Lynas for materials. Round Rock isnt a great project. Stock isnt worth 1B never mine 3B. So theres that"
X Link @jtourzan 2025-10-23T22:08Z 4452 followers, XXX engagements

"Well there goes the bull case for lithium and vanadium. Sodium ion is already taking over storage in China. There are no bottleneck materials like cobalt or lithium. Aluminum can be used for electrodes whereas lithium requires copper for one of the electrodes. Better temperature range than lithium. And already getting used in low end autos. Way cheaper batteries are coming"
X Link @jtourzan 2025-10-24T02:45Z 4452 followers, 7966 engagements

"This is why Mkango popped. They are setting up a SPAC for Nasdaq listing. Take note asx critical metals plays. Keep dancing. $mka.l"
X Link @jtourzan 2025-10-24T22:24Z 4452 followers, XXX engagements

"Whats do Bored Ape Yacht Club and a boat of economic migrants trying to claim asylum in uk have in common No females"
X Link @jtourzan 2025-10-25T01:24Z 4452 followers, XXX engagements

"@geigercounting @CdnResourceInv Tether doesnt seem to care if they pay too much. They think that they can tokenize it"
X Link @jtourzan 2025-10-25T01:45Z 4452 followers, XXX engagements

@jtourzan
/creator/twitter::jtourzan