#  @jtourzan The Mining Bartender The Mining Bartender posts on X about gold, money, copper, stocks the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::125417820/interactions)  - [--] Week [------] +34% - [--] Month [-------] +57% - [--] Months [---------] +434% - [--] Year [---------] +174% ### Mentions: [--] [#](/creator/twitter::125417820/posts_active)  - [--] Week [--] -14% - [--] Month [---] +54% - [--] Months [---] +224% - [--] Year [-----] +385% ### Followers: [-----] [#](/creator/twitter::125417820/followers)  - [--] Week [-----] +0.96% - [--] Month [-----] +9.90% - [--] Months [-----] +36% - [--] Year [-----] +56% ### CreatorRank: [---------] [#](/creator/twitter::125417820/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [currencies](/list/currencies) [technology brands](/list/technology-brands) [travel destinations](/list/travel-destinations) [automotive brands](/list/automotive-brands) [social networks](/list/social-networks) [luxury brands](/list/luxury-brands) **Social topic influence** [gold](/topic/gold), [money](/topic/money), [copper](/topic/copper), [stocks](/topic/stocks), [$igoax](/topic/$igoax), [in the](/topic/in-the), [silver](/topic/silver), [if you](/topic/if-you), [$ivnto](/topic/$ivnto), [debt](/topic/debt) **Top accounts mentioned or mentioned by** [@goldroyalties](/creator/undefined) [@fibsixone8](/creator/undefined) [@cintsxv](/creator/undefined) [@samsonli7](/creator/undefined) [@markikn](/creator/undefined) [@berniekreft](/creator/undefined) [@calvinfroedge](/creator/undefined) [@yellowlablife](/creator/undefined) [@chuckchunder007](/creator/undefined) [@realmikebarnes](/creator/undefined) [@realrickrule](/creator/undefined) [@stockscross](/creator/undefined) [@grumpierbtday](/creator/undefined) [@yux](/creator/undefined) [@garrytan](/creator/undefined) [@sniffrocks](/creator/undefined) [@itsmyst88](/creator/undefined) [@marketplunger1](/creator/undefined) [@respeculator](/creator/undefined) [@debragrobins](/creator/undefined) **Top assets mentioned** [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Teck Resources Limited (TECK)](/topic/$teck) [Newmont Corporation (NEM)](/topic/$nem) [Franco-Nevada Corporation (FNV)](/topic/$fnv) [Bitcoin (BTC)](/topic/bitcoin) [BHP Group Limited (BHP)](/topic/$bhp) [Wheaton Precious Metals Corp. Common Stock (WPM)](/topic/$wpm) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [PAN American Silver Corp (PAAS)](/topic/$paas) [Barrick Gold Corp. (GOLD)](/topic/$gold) [Hudbay Minerals Inc. (HBM)](/topic/$hbm) [VALE S.A. (VALE)](/topic/$vale) [Nexa (NEXA)](/topic/$nexa) [Kinross Gold Corporation (KGC)](/topic/$kgc) [AngloGold Ashanti Limited (AU)](/topic/$au) [MP Materials Corp. (MP)](/topic/$mp) [Cameco Corporation (CCJ)](/topic/$ccj) [Gold Royalty Corp. (GROY)](/topic/$groy) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Elevation Oncology, Inc. (ELEV)](/topic/$elev) ### Top Social Posts Top posts by engagements in the last [--] hours "Fidelity gold $fsagx has over [--] billion under management. Like most gold funds they are overweight Newmont $nem underweight Barrick $gold . Overweight $ssrm . Overall pretty dull and I cant find their total portfolio. https://finance.yahoo.com/quote/FSAGX/holdings/ https://finance.yahoo.com/quote/FSAGX/holdings/" [X Link](https://x.com/jtourzan/status/1284514684008140803) 2020-07-18T15:45Z [----] followers, [--] engagements "I see nothing indicates that [----] would return at all. Las Vegas cannot perform without return of these segments. It cannot make money with limited hotel occupancy or in negligible occupancy midweek maybe 50% capacity weekend. $lvs $wynn $czr $mcri $LVS - Las Vegas Sands Corp. (LVS) CEO Sheldon Adelson on Q2 [----] Results - Earnings Call Transcript. https://t.co/gic0IPM86l #finance #markets #stockmarket $LVS - Las Vegas Sands Corp. (LVS) CEO Sheldon Adelson on Q2 [----] Results - Earnings Call Transcript. https://t.co/gic0IPM86l #finance #markets #stockmarket" [X Link](https://x.com/jtourzan/status/1286151117072502786) 2020-07-23T04:08Z [----] followers, [--] engagements "People say stocks look to the future but the future is uncertain. Online players like $dkng $lca $whm.l $fltr.l are going online with sports books and casino games. A depression is going to crush consumer spending. International business travel for conventions may never return" [X Link](https://x.com/jtourzan/status/1286152514337828867) 2020-07-23T04:13Z [----] followers, [--] engagements "With the trade war escalating the risk profile of $mgm $lvs and $wynn just went up considerably. All at a time when they are bleeding red ink and Las Vegas is maybe never coming back. Im short casinos and long online gaming $lca $wimhy $fltr.l https://www.scmp.com/business/article/2154881/macau-casinos-could-get-caught-us-china-trade-war-crossfire-say-analysts https://www.scmp.com/business/article/2154881/macau-casinos-could-get-caught-us-china-trade-war-crossfire-say-analysts" [X Link](https://x.com/jtourzan/status/1286511300521017346) 2020-07-24T03:59Z [----] followers, [--] engagements "I think business travel will be very slow to recover and my guess is that it will take five to [--] years for business travel to fully recover to [----] levels So it's a low-cost environment for a long time. Bad news for airlines $aal $ual $luv bad news for Vegas $lvs $wynn $mgm" [X Link](https://x.com/jtourzan/status/1286632367440801792) 2020-07-24T12:00Z [----] followers, [--] engagements "@TalkStonks Im short $dkng long $whm.l . Following New Jersey betting numbers closely. Not much conviction in my $dkng short because they are not hemorrhaging money like a brick casino and its likely that New York Florida and California legalize online betting in [----]. $lca $fltr.l $lvs" [X Link](https://x.com/jtourzan/status/1287053345425731584) 2020-07-25T15:53Z [----] followers, [--] engagements "Did some tax loss selling on shares of Noront $not.v from [----]. Its so illiquid I may never get those shares back but I need every $ of capital I can get for projects with a 1-2 yr timeframe to production. What a day to be a #goldbug. Up 6% today biggest holdings $kl $nem $kgc" [X Link](https://x.com/jtourzan/status/1289313716257714177) 2020-07-31T21:35Z [----] followers, [--] engagements "@StocksCross You mean $nst.ax Northern Star has almost no volume on OTC and you should buy it in Oz if you can. How big is Kalgoorlie superpit resource if cutoff grade .5g/T I dont know the answer but I know thats its a VERY big number. And Pogo mine is legit. And management is A+" [X Link](https://x.com/jtourzan/status/1301269510616301568) 2020-09-02T21:23Z [----] followers, [--] engagements "Newcrest swoops royalty from Vox using its right of first refusal. [--] bucks says Vox was offering stock too and Newmont paid in cash. Previous royalty holder better hire a new lawyer. $ncm.ax $vox.v #RedChris Newcrest buys royalty on Red ChrisSouth https://t.co/S8gpJuYjaZ Newcrest buys royalty on Red ChrisSouth https://t.co/S8gpJuYjaZ" [X Link](https://x.com/jtourzan/status/1303468996117712897) 2020-09-08T23:03Z [----] followers, [--] engagements "@StocksCross I doubt NFL will help $wmh.l much. I think $penn going to $80 once they launch barstool betting app is the next catalyst. Space also reminds me of #cannabis where everyone selling at a loss to gain market share. Heres looking at you $dkng $fltr.l https://www.google.com/amp/s/elitesportsny.com/2020/09/10/there-are-some-unreal-betting-promos-for-the-chiefs-and-texans/amp/ https://www.google.com/amp/s/elitesportsny.com/2020/09/10/there-are-some-unreal-betting-promos-for-the-chiefs-and-texans/amp/" [X Link](https://x.com/jtourzan/status/1304810741577314314) 2020-09-12T15:54Z [----] followers, [--] engagements "Some interesting insider buying at Fortescue $fmg.ax Enegex $enx.ax Golden Rim $gmr.ax IGO $igo.ax and Kalamazoo $kzr.ax All on my list stocks I want more of" [X Link](https://x.com/jtourzan/status/1312972814782140417) 2020-10-05T04:28Z [----] followers, [--] engagements "Great Chinese travel data great manufacturing data from Italy good Canadian jobs numbers weak dollar and a hurricane. How is oil down Im still raising cash and deleveraging in expectation of more economic malaise. Might change my mind if oil takes out $45" [X Link](https://x.com/jtourzan/status/1314572506125099012) 2020-10-09T14:24Z [----] followers, [--] engagements "Opened down just turned positive" [X Link](https://x.com/jtourzan/status/1327071590647939072) 2020-11-13T02:11Z [----] followers, [--] engagements "Anyone who buys $lbi.v on this guys rec is out of their mind. It has like 6M in garbage microcap equities and MC now 10M. He knows exactly what he is doing positioning in microcaps before dumping shares on dumb retail FOMO traders" [X Link](https://x.com/jtourzan/status/1327214484247646210) 2020-11-13T11:39Z [----] followers, [--] engagements "@BaglanSultanbek Im desperately trying to get my portfolio to 20% copper. Im bearish on gold relative to other industrial commodities. I think you can buy $copx to play producers. Im still researching junior copper plays. Was buying $cym.ax $nwc.ax $min.to $anto.l $ivn.to $cn.v $fcx last week" [X Link](https://x.com/jtourzan/status/1333078360642109441) 2020-11-29T16:00Z [----] followers, [--] engagements "Who wants to make a site visit to the Ivanhoe #copper mine in #Botswana $ivn.to https://bit.ly/33C8sx2 https://bit.ly/33C8sx2" [X Link](https://x.com/jtourzan/status/1335019213648379904) 2020-12-05T00:32Z [----] followers, [--] engagements "This one for the pros which I am not. When you have a large position in an illiquid stock and it gets positive newsflow do you Always sell to liquidity Sell above warrant strike Buy more Sell at 50% LT target Always sell to liquidity Sell above warrant strike Buy more Sell at 50% LT target" [X Link](https://x.com/jtourzan/status/1335037564223307778) 2020-12-05T01:45Z [----] followers, [--] engagements "So #Mintwit likes outrageous price targets. I will see $5 and raise you $5. $10 copper. Other than $ivn.to there is no production coming online for this cycle. Demand is nearly completely inelastic. And companies trying to dump their high capex assets rather than develop. @MickMurphy71 Yeah but the price of copper isnt the same. If you believe in $10 copper. @MickMurphy71 Yeah but the price of copper isnt the same. If you believe in $10 copper" [X Link](https://x.com/jtourzan/status/1335264609519849473) 2020-12-05T16:47Z [----] followers, [--] engagements "Funny how Labrador Iron Royalty $lif.to knew exactly what questions investors would ask but didnt put the statistics in that they need the p&p reserves. Definitely like this more than Deterra. I value royalties on revenue and this has lower opex % + lower multiple" [X Link](https://x.com/jtourzan/status/1335479583013933058) 2020-12-06T07:01Z [----] followers, [--] engagements "I just noticed that this stock keeps going up every day. Someone definitely accumulating in quantity. $lyc.ax @metalcorn333 Lynas is not just Malaysia. This Texas facility is so important. Lynas is basically the chosen one for #ree separation and waste disposal. $lyc.ax https://t.co/Ufg9FLHq4z @metalcorn333 Lynas is not just Malaysia. This Texas facility is so important. Lynas is basically the chosen one for #ree separation and waste disposal. $lyc.ax https://t.co/Ufg9FLHq4z" [X Link](https://x.com/jtourzan/status/1336465225357258757) 2020-12-09T00:18Z [----] followers, [--] engagements "@digitalnilesh @TraderPamplona I guess that Im playing it through $lyc.ax because Im a little scared of rare earth mines" [X Link](https://x.com/jtourzan/status/1336735391076892672) 2020-12-09T18:12Z [----] followers, [--] engagements "Trying to figure out if capping nitrous oxide emissions with catalytic converters would impact global nitrous oxide levels. #Rhodium needs #catalyticconverter demand to create bubble pricing. #globalemissions https://qz.com/1745204/maps-of-nitrous-oxide-emissions-a-potent-greenhouse-gas/ https://qz.com/1745204/maps-of-nitrous-oxide-emissions-a-potent-greenhouse-gas/" [X Link](https://x.com/jtourzan/status/1337653069618671617) 2020-12-12T06:58Z [----] followers, [--] engagements "Hot off the press. My #rhodium benchmark #platreef $ivn.to Cutoff grade includes .14 g/T but thats a secondary metal like all rhodium deposits. Dont understand why Australia worse than South Africa for rhodium percentage. https://www.google.com/amp/s/finance.yahoo.com/amphtml/news/ivanhoe-mines-files-ni-43-181600586.html https://www.google.com/amp/s/finance.yahoo.com/amphtml/news/ivanhoe-mines-files-ni-43-181600586.html" [X Link](https://x.com/jtourzan/status/1337659145466511361) 2020-12-12T07:22Z [----] followers, [--] engagements "$ivn.to #platreef #pitgeometry" [X Link](https://x.com/jtourzan/status/1337661358716846081) 2020-12-12T07:31Z [----] followers, [--] engagements "Well this research was a waste of time. Just convinced myself to buy more $ivn.to and $sbsw and Im already loaded to the gills. I like quality capex on balance sheet so DEFINTELY buying more Sibanye Stillwater. Would love to average down if market crashes https://www.sibanyestillwater.com/business/southern-africa/ https://www.sibanyestillwater.com/business/southern-africa/" [X Link](https://x.com/jtourzan/status/1337664037132242945) 2020-12-12T07:42Z [----] followers, [--] engagements "Ok this is a massive 🚩 for Polyus but Im so not selling my shares in this Dutch auction. Kind of hate this stock but its got everything I want apart from #management and #Russia risk. $opygy https://m.marketscreener.com/quote/stock/POLYUS-6498895/news/Polyus-Board-of-Directors-approves-programme-to-purchase-shares-31853697/ https://m.marketscreener.com/quote/stock/POLYUS-6498895/news/Polyus-Board-of-Directors-approves-programme-to-purchase-shares-31853697/" [X Link](https://x.com/jtourzan/status/1339190827558400006) 2020-12-16T12:49Z [----] followers, [--] engagements "Finally positive in my wheat trade. Not rolling into silver because my commodity account is for hedging not speculation right now. If silver goes above [----] all hell might break lose today. Long #KWon as a dollar hedge too. And loaded to the gills on real assets" [X Link](https://x.com/jtourzan/status/1339921705465102336) 2020-12-18T13:13Z [----] followers, [--] engagements "Is this a real market risk That fireball in West Virginia looked far more like a UFO hit by a DEW than a surveillance balloon on fire. https://t.co/ERlYK7WfRf https://t.co/ERlYK7WfRf" [X Link](https://x.com/jtourzan/status/1344313874158239744) 2020-12-30T16:06Z [----] followers, [--] engagements "AngloGold $au and Iamgold $iag sold their 82% stake in #Sadiola #Mali for $50M USD. $50M in deferred payments as well. Plus $15M in dividend pro rats to [--] former owners and Mali. Nice benchmark for African gold assets. https://www.kitco.com/news/2020-12-31/IAMGOLD-and-AngloGold-sold-their-interests-in-Sadiola-mine.html https://www.kitco.com/news/2020-12-31/IAMGOLD-and-AngloGold-sold-their-interests-in-Sadiola-mine.html" [X Link](https://x.com/jtourzan/status/1344839657188544513) 2021-01-01T02:55Z [----] followers, [--] engagements "Who Holds the $1.65 Trillion of Apartment Building Debt Taxpayers are on the hook for over 60%. The securitization of loans and sale to the government is great for banks a looming disaster for taxpayers. https://wolfstreet.com/2020/12/18/who-holds-the-1-65-trillion-of-apartment-building-debt-amid-eviction-bans-and-plunging-occupancy-rates-at-high-rises/ https://wolfstreet.com/2020/12/18/who-holds-the-1-65-trillion-of-apartment-building-debt-amid-eviction-bans-and-plunging-occupancy-rates-at-high-rises/" [X Link](https://x.com/jtourzan/status/1348112801168990210) 2021-01-10T03:41Z [----] followers, [--] engagements "Reminds me of a terrorist using a human shield. The banks tie their lots to bailed out homeowners. If you dont bail us out we collapse the entire home equity market. Now homeowners are stakeholders in failed banks. And both are stakeholders in failed currencies. This the the most ludicrous situation I have ever seen: Denmark offers homeowners 20-year loans at a fixed interest rate of zero https://t.co/uyl1LxzejA This the the most ludicrous situation I have ever seen: Denmark offers homeowners 20-year loans at a fixed interest rate of zero https://t.co/uyl1LxzejA" [X Link](https://x.com/jtourzan/status/1349646293962932225) 2021-01-14T09:15Z [----] followers, [--] engagements "Good price volume $nsr.to $lgo.to $su.to $ivn.to $cia.to $lac $vipr.v $novr.to $me.to" [X Link](https://x.com/jtourzan/status/1349745468096409605) 2021-01-14T15:49Z [----] followers, [--] engagements "Guess that Im rolling with Barclays $lyc.ax $ree.ax #RareEarths" [X Link](https://x.com/jtourzan/status/1350027003294932997) 2021-01-15T10:28Z [----] followers, [--] engagements "Should be a good week for rare earth stocks next week. And a bad week for Japanese and American tech companies that are wholly dependent on China for supply chains. $lyc.ax $tmrc #USARareEarth (private) $gwg.v $ree.ax $alk.ax $aru.ax $pek.ax https://asia.nikkei.com/Business/Markets/Commodities/China-tightens-rare-earth-regulations-policing-entire-supply-chain https://asia.nikkei.com/Business/Markets/Commodities/China-tightens-rare-earth-regulations-policing-entire-supply-chain" [X Link](https://x.com/jtourzan/status/1350313890966626307) 2021-01-16T05:28Z [----] followers, [--] engagements "Bought the car park next to the Geghard Monastery in Armenia. Almost spent entire Earth2 budget now. #Armenia" [X Link](https://x.com/jtourzan/status/1350835121906098176) 2021-01-17T15:59Z [----] followers, [--] engagements "Crap drills $leg $leg.ax" [X Link](https://x.com/jtourzan/status/1350924782594711552) 2021-01-17T21:55Z [----] followers, [--] engagements "Good price volume #vr8 $eur.ax $avl.ax $eur.ax #4ce $aut.ax $qpm.ax $vul.ax $lrs.ax $lit.ax $alk.ax $ilu.ax $gln.ax" [X Link](https://x.com/jtourzan/status/1351318048938999809) 2021-01-18T23:58Z [----] followers, [--] engagements "$lyc.ax $lyc Contract for US #ree facility" [X Link](https://x.com/jtourzan/status/1352384441369325568) 2021-01-21T22:35Z [----] followers, [--] engagements "@longhorncapital You front ran me at the open on $lyc.ax lol" [X Link](https://x.com/jtourzan/status/1352478258852335616) 2021-01-22T04:48Z [----] followers, [--] engagements "Going through the $tmrc investor report. Can we all agree that its all about the #neodymium Even Im not tracking some of these elements like #Cerium #RareEarths $lyc $lyc.ax" [X Link](https://x.com/jtourzan/status/1352500951609872386) 2021-01-22T06:18Z [----] followers, [--] engagements "@fisionandome @TornikeLaghidze @chamath Holy crap that makes Lynas look cheap $lyc $lyc.ax Im starting to like defense Metals more. $defn.v" [X Link](https://x.com/jtourzan/status/1353130722219888640) 2021-01-24T00:01Z [----] followers, [--] engagements "what someone knows is that China can whipsaw the whole iPhone economy just by cutting off exports of #neodymium. Just a hypothesis though. Ive got nothing but a thorough knowledge of #SunTzu to back up my hypothesis. #REE $lyc.ax $mp $vml.ax $ree.ax $defn.v They're tripping over each other to BUY REE stocks. The space is acting like some big news is going to drop out of the US. somebody knows something. They're tripping over each other to BUY REE stocks. The space is acting like some big news is going to drop out of the US. somebody knows something" [X Link](https://x.com/jtourzan/status/1353171999573430273) 2021-01-24T02:45Z [----] followers, [--] engagements "I said that I would try to come up with a resource estimate for #Kaukau and #Julimar. Well it is beyond my capabilities. I will say that the quality of deposits is similar to #Platreef with regard to grade and strike length. $chn.ax $pdm.v $ivn.to https://www.kitco.com/news/2021-01-29/Chalice-Mining-advances-maiden-resource.html https://www.kitco.com/news/2021-01-29/Chalice-Mining-advances-maiden-resource.html" [X Link](https://x.com/jtourzan/status/1355890874689875975) 2021-01-31T14:49Z [----] followers, [--] engagements "July [----] $ivn.to starts minting money https://www.newsfilecorp.com/release/73275/KamoaKakula-Copper-mines-300000-tonnes-of-ore-in-January-grading-5.45-copper-including-82000-tonnes-grading-8.80-copper-from-the-highgrade-centre-of-the-Kakula-Mine https://www.newsfilecorp.com/release/73275/KamoaKakula-Copper-mines-300000-tonnes-of-ore-in-January-grading-5.45-copper-including-82000-tonnes-grading-8.80-copper-from-the-highgrade-centre-of-the-Kakula-Mine" [X Link](https://x.com/jtourzan/status/1356227148655194115) 2021-02-01T13:05Z [----] followers, [--] engagements "$ame $ame.ax with drill results on step outs. Not moving the needle" [X Link](https://x.com/jtourzan/status/1357460776945029120) 2021-02-04T22:47Z [----] followers, [--] engagements "Im the first follower. I like #potash $dav $dav.ax @GlenGoulds likes it. Hes usually right. Via @proactive_au @copytaster: $DAV MD Chris Gilchrist says the company will be far from news 'light' in the coming twelve months following an oversubscribed placing and strong UK shareholder support. #Potash Full interview at: https://t.co/3XPnPjB0g2 https://t.co/pbdaAN6QwP Via @proactive_au @copytaster: $DAV MD Chris Gilchrist says the company will be far from news 'light' in the coming twelve months following an oversubscribed placing and strong UK shareholder support. #Potash Full interview at:" [X Link](https://x.com/jtourzan/status/1357484265865310208) 2021-02-05T00:20Z [----] followers, [--] engagements "$ess $ess.ax Farm in agreement with private Crest Capital for nickel earn in rights. 750k annual exploration expenses" [X Link](https://x.com/jtourzan/status/1358897298965630978) 2021-02-08T21:55Z [----] followers, [--] engagements "$ivn.to with [---] km of strike. One of best copper projects in the world. https://www.newsfilecorp.com/release/74122/Ivanhoe-Mines-Plans-Expansive-2021-Copper-Exploration-Program-on-Its-100Owned-Western-Foreland-Licences-Adjacent-to-KamoaKakula-Copper-Mine @GrantMBeasley https://t.co/eLFPuoKtHK https://www.newsfilecorp.com/release/74122/Ivanhoe-Mines-Plans-Expansive-2021-Copper-Exploration-Program-on-Its-100Owned-Western-Foreland-Licences-Adjacent-to-KamoaKakula-Copper-Mine @GrantMBeasley https://t.co/eLFPuoKtHK" [X Link](https://x.com/jtourzan/status/1359498981550661633) 2021-02-10T13:46Z [----] followers, [--] engagements "@cintsxv How do you like my rare earth portfolio $lyc.ax $ixr.ax $pre.l $ree.ax $defn.v $api.cn $uuuu I guess $ggau.v also" [X Link](https://x.com/jtourzan/status/1360984770948124676) 2021-02-14T16:10Z [----] followers, [--] engagements "@Bernie_Kreft @minarchis1 Natasha decided pipelines are the new bonds so she has quite a lot of $pba. So do I. I have quite a lot of $su $cve since can buy on margin. Ive got $ath.to for oil and $ar for gas right now. In Oz $sto.ax for LNG and $rog.ax $mel.ax for spec. Buying some Tullow too. $tlw.l" [X Link](https://x.com/jtourzan/status/1361401653652426754) 2021-02-15T19:47Z [----] followers, [--] engagements "Just a reminder of what $copx holds $glncy $fcx $gmbxf $cs.to $ivn.to $zijmf $fm.to $bdnny $vedl $anto.l $lun.to $ozl.ax $kaz.l $scco $hbm.to $jixay $kghpf #copper" [X Link](https://x.com/jtourzan/status/1362883397601746944) 2021-02-19T21:54Z [----] followers, [--] engagements "In first [--] quarters [----] RMB80.306bn of rev up 140% yoy; RMB5.870bn of EBITDA up 5% yoy; RMB1.610bn net profit attributable to parent company up 29% yoy; RMB9.660bn of net cash flow from operating activities up 589% yoy; and RMB1.648bn of capital expenditure. 21.6B shares" [X Link](https://x.com/jtourzan/status/1366061308269850626) 2021-02-28T16:22Z [----] followers, [--] engagements "Strong stocks $aou.ax $lex.ax $slz.ax $rxl.ax $man.ax $sto.ax $AOU bounce $AOU bounce" [X Link](https://x.com/jtourzan/status/1367671780098203650) 2021-03-05T03:02Z [----] followers, [--] engagements "Lantern East looks like a bust for Galileo. Source of EM conductor is iron. $gal $gal.ax" [X Link](https://x.com/jtourzan/status/1368680789454385152) 2021-03-07T21:51Z [----] followers, [--] engagements "Cohiba with some low grade copper in one hole and a duster in the other. Looking ugly. $chk $chk.ax" [X Link](https://x.com/jtourzan/status/1369490784890753028) 2021-03-10T03:30Z [----] followers, [--] engagements "$ivn.to getting hammered down 7% on announcement of debt financing Ivanhoe Mines Announces Offering of US$500 Million Convertible Senior Notes - Junior Mining Network $IVN.TO https://t.co/baDVE19i5i Ivanhoe Mines Announces Offering of US$500 Million Convertible Senior Notes - Junior Mining Network $IVN.TO https://t.co/baDVE19i5i" [X Link](https://x.com/jtourzan/status/1370021809140027396) 2021-03-11T14:40Z [----] followers, [--] engagements "Terms out for the Ivanhoe notes. Can I get some of those I would have preferred just issuing debt rather than saving on the coupon with a convertible but oh well. $ivn.to Ivanhoe Mines Announces Pricing of US$500 Million Convertible Senior Notes Offering - Junior Mining Network $IVN.TO https://t.co/ZEH7kSay1U Ivanhoe Mines Announces Pricing of US$500 Million Convertible Senior Notes Offering - Junior Mining Network $IVN.TO https://t.co/ZEH7kSay1U" [X Link](https://x.com/jtourzan/status/1370258269206286339) 2021-03-12T06:20Z [----] followers, [--] engagements "Wasnt expecting that. $slb #lithium Schlumberger the worlds biggest oilfield services company to build lithium extraction plant in Nevada https://t.co/wy8us20vOg Schlumberger the worlds biggest oilfield services company to build lithium extraction plant in Nevada https://t.co/wy8us20vOg" [X Link](https://x.com/jtourzan/status/1372618987360505859) 2021-03-18T18:40Z [----] followers, [--] engagements "Dont sleep on Azimut $azm.v if #Nunavik is heating up @cintsxv @SamsonLi7 https://t.co/VlNIb1NnSD @cintsxv @SamsonLi7 https://t.co/VlNIb1NnSD" [X Link](https://x.com/jtourzan/status/1379446311619940359) 2021-04-06T14:50Z [----] followers, [--] engagements "I did not know that Australian Potash had a nickel project. $apc $apc.ax" [X Link](https://x.com/jtourzan/status/1380302523437772802) 2021-04-08T23:32Z [----] followers, [--] engagements "AngloGold waives rights on Tropicana sale. Transaction between IGO (which now has a bucket of cash) and Regis to proceed. $rrl $rrl.ax $igo $igo.ax $au" [X Link](https://x.com/jtourzan/status/1385011723640270848) 2021-04-21T23:25Z [----] followers, [--] engagements "At least Lynas actually separating Nd (neodymium) and Pr (praseodymium) now. People forget that we need 100% of world annual NdPr supply for every 30M EVs from what I have heard. #REE $lyc.ax Not that Im buying Lynas here but not selling either. China's Rare Earth Monopoly China mines 70% of the worlds rare earths resources China refines 80% of the worlds RE mixed oxides China Separates 90% of the worlds elemental oxides China produces or controls close to 100% of new RE base metals (where 95% of the value is) China's Rare Earth Monopoly China mines 70% of the worlds rare earths resources" [X Link](https://x.com/jtourzan/status/1385343305806872577) 2021-04-22T21:22Z [----] followers, [--] engagements "Stavely $svy $svy.ax extends strike length with some nice intercepts. 26.4m at 1.17% Cu .17 g/t Au and [---] g/t Ag. Another 13m at 1.54% Cu [---] g/t Au and [---] g/t Ag" [X Link](https://x.com/jtourzan/status/1389355110258466820) 2021-05-03T23:04Z [----] followers, [--] engagements "If you havent noticed the risk profile in Chile has gone up. Is your copper in Canada or Australia because if it is it is a lot safer" [X Link](https://x.com/jtourzan/status/1390663225956466691) 2021-05-07T13:42Z [----] followers, [--] engagements "In honor of Centerra $cg.to dumping waste rock on glaciers I am studying site reclamation & what is necessary for mining companies to act responsibly. Acid rock drainage is not a subject that I know much about as I thought tailings were the biggest issue. https://www.sgu.se/en/geointro/lecture-5-sulphide-minerals-and-acid-rock-drainage/ https://www.sgu.se/en/geointro/lecture-5-sulphide-minerals-and-acid-rock-drainage/" [X Link](https://x.com/jtourzan/status/1390890546357424133) 2021-05-08T04:45Z [----] followers, [--] engagements "One interesting example is the Zortman Landusky mine in Montana. Shut down in [----] the operators bond didnt cover cleanup. 77M later the problems continue. Hecla $hl CEO Phillips Baker Jr. was once an executive with Pegasus Gold the owner. https://www.google.com/amp/s/amp.greatfallstribune.com/amp/1292506002 https://www.google.com/amp/s/amp.greatfallstribune.com/amp/1292506002" [X Link](https://x.com/jtourzan/status/1390894337366499330) 2021-05-08T05:00Z [----] followers, [--] engagements "Just going through 321gold articles & there is literally nothing that would help you to make money. It is becoming clear to me that most mining news services main function is to get buyers into illiquid names where the writer has a vested interest. $nvo http://www.321gold.com/archives/archive.phpdate=012021 http://www.321gold.com/archives/archive.phpdate=012021" [X Link](https://x.com/jtourzan/status/1391158406837202947) 2021-05-08T22:29Z [----] followers, [--] engagements "$jdr $jdr.ax I like it" [X Link](https://x.com/jtourzan/status/1391903270524710916) 2021-05-10T23:49Z [----] followers, [--] engagements "Interesting development in lithium from Eramet. $ermay $era.p Is this a game changer in #lithium @GroupeEramet can ease supply fears https://t.co/fLukCEEKru Is this a game changer in #lithium @GroupeEramet can ease supply fears https://t.co/fLukCEEKru" [X Link](https://x.com/jtourzan/status/1393665784237330434) 2021-05-15T20:33Z [----] followers, [--] engagements "Now is the chance to beat China at their game. The USA should fund the Inga Dams and set up a battery hub in DRC like China is doing in Indonesia. Its time to take a page out of the Cold War playbook and compete for loyalty from developing nations. https://www.rechargenews.com/transition/worlds-largest-hydro-dam-could-send-cheap-green-hydrogen-from-congo-to-germany/2-1-871059 China has been trying to cash in on Congos Cobalt reserves but its new President has shown Xi Jinping the door #China now stares at the prospect of being booted out of #Congo as #FelixTshisekedi has said that he has had" [X Link](https://x.com/jtourzan/status/1398265315281149954) 2021-05-28T13:10Z [----] followers, [--] engagements "Ivanhoe statement is interesting. They say that they will build a smelter if that is necessary. $ivn.to https://www.newsfilecorp.com/release/85649/Ivanhoe-Mines-Responds-to-Media-Reports-Regarding-Copper-Concentrate-Exports-from-the-Democratic-Republic-of-Congo https://www.newsfilecorp.com/release/85649/Ivanhoe-Mines-Responds-to-Media-Reports-Regarding-Copper-Concentrate-Exports-from-the-Democratic-Republic-of-Congo" [X Link](https://x.com/jtourzan/status/1398266384551841797) 2021-05-28T13:14Z [----] followers, [--] engagements "Watching this like a hawk. Drilling to commence. Mandrake $man $man.ax #Julimar #pgm" [X Link](https://x.com/jtourzan/status/1399144256875372544) 2021-05-30T23:22Z [----] followers, [--] engagements "First fatality at Kamoa Kakula. A rock fell on a contractor underground. Fell and banged his head. Praying for the family of the worker. Hopefully not indicative of any larger issue or negligence. $ivn.to https://www.kitco.com/news/2021-06-04/Ivanhoe-Mines-reports-fatality-at-Kamoa-Kakula.html https://www.kitco.com/news/2021-06-04/Ivanhoe-Mines-reports-fatality-at-Kamoa-Kakula.html" [X Link](https://x.com/jtourzan/status/1401884051267407877) 2021-06-07T12:49Z [----] followers, [--] engagements "Mandrake to commence drilling at Newleyine. Should take [--] weeks. Might get some core pics sooner. $man $man.ax" [X Link](https://x.com/jtourzan/status/1404944798906142723) 2021-06-15T23:31Z [----] followers, [--] engagements "Doesnt look too significant to me $gml $gml.ax 7m at [--] g/t from 84m" [X Link](https://x.com/jtourzan/status/1412557992935915520) 2021-07-06T23:44Z [----] followers, [--] engagements "@SamsonLi7 Got any good rare earth picks Most projects so far away from meaningful cash flow that Im nervous about most except $lyc.ax $uuuu I want to average down in $lem.v on a starter but Norra Karr is a mess. https://www.google.com/amp/s/finance.yahoo.com/amphtml/news/leading-edge-materials-appeals-norra-201500295.html https://www.google.com/amp/s/finance.yahoo.com/amphtml/news/leading-edge-materials-appeals-norra-201500295.html" [X Link](https://x.com/jtourzan/status/1412637914375229442) 2021-07-07T05:01Z [----] followers, [--] engagements "More disappointing results from Kairos. 8m @ [----] Au 4m [---] Au 4m [---] Black Cat sulphides even worse. Not looking like the next Hemi. 20m .42% Zn #nearology $kai $kai.ax" [X Link](https://x.com/jtourzan/status/1414734152889298952) 2021-07-12T23:51Z [----] followers, [--] engagements "Mandrake $man $man.ax getting hammered in follow up trading from yesterdays announcement. Down 20%. Was 25c on 7/1. Now 11c" [X Link](https://x.com/jtourzan/status/1415473498315583490) 2021-07-15T00:49Z [----] followers, [--] engagements "@GrantMBeasley Grabbed some $ivn.to $fm.to" [X Link](https://x.com/jtourzan/status/1416124248301588480) 2021-07-16T19:55Z [----] followers, [--] engagements "Some Confucian wisdom for the Fed. Raise interest rates now and let the zombies die or full Weimar. "When heaven sends trouble there is always a means of escaping it but a man's own folly is something from which he rarely escapes." Book of Documents - Reformation of Tai-Kia" [X Link](https://x.com/jtourzan/status/1417147586507526150) 2021-07-19T15:41Z [----] followers, [--] engagements "Im not enough of an #REE expert to have an opinion but Lynas $lyc $lyc.ax just completed 1km diamond drill hole under Mt Weld saprolite open pit operation. Definitely plenty of mineralization at depth. Question is how much @cintsxv Assays back in November" [X Link](https://x.com/jtourzan/status/1421970807140405248) 2021-08-01T23:07Z [----] followers, [--] engagements "Watching the Lynas $lyc $lyc.ax presentation now. I am not impressed with their ability to ramp up production at Kalgoorlie which only has one kiln for roasting. Given the high valuation its just a #hold for me. Im not enough of an #REE expert to have an opinion but Lynas $lyc $lyc.ax just completed 1km diamond drill hole under Mt Weld saprolite open pit operation. Definitely plenty of mineralization at depth. Question is how much @cintsxv Assays back in November. https://t.co/loVvZzXqTe Im not enough of an #REE expert to have an opinion but Lynas $lyc $lyc.ax just completed 1km diamond drill" [X Link](https://x.com/jtourzan/status/1422040781292916736) 2021-08-02T03:45Z [----] followers, [--] engagements "Im assuming 30k #nickel by [----] $ermay $bdnny $nilsy $wsa.ax $igo.ax $pan.ax $vale #nickel inventories declining. Source:Scotia https://t.co/uvKfUnU9iq #nickel inventories declining. Source:Scotia https://t.co/uvKfUnU9iq" [X Link](https://x.com/jtourzan/status/1435617262346530823) 2021-09-08T14:53Z [----] followers, [--] engagements "@stolen_hours @SpecInsights That was one example. We have Google Nvidia Advanced Micro Cisco Microstrategy Synopsys Adobe Applied Materials and Apple. Pretty much anyone on NASDAQ" [X Link](https://x.com/jtourzan/status/1439384454036742145) 2021-09-19T00:22Z [----] followers, [--] engagements "@StocksCross $nhpef $whitf looking solid for #coal $whc $whc.ax $nhc $nhc.ax @WhitehavenCoal #NewHopeCorporation" [X Link](https://x.com/jtourzan/status/1445573826910191620) 2021-10-06T02:17Z [----] followers, [--] engagements "So is $bhp buying $ivn.to or am I being an idiot Seems like the too obvious world class copper project in Congo. Ivanhoe Mines Responds to Western Foreland Media Report - Junior Mining Network $IVN.TO https://t.co/rwXfZ55hN4 Ivanhoe Mines Responds to Western Foreland Media Report - Junior Mining Network $IVN.TO https://t.co/rwXfZ55hN4" [X Link](https://x.com/jtourzan/status/1445609555946213385) 2021-10-06T04:39Z [----] followers, [--] engagements "Slapping a [-----] target next week on Ivanhoe $ivn $ivn.to #copper Im buying in quantity below that level" [X Link](https://x.com/jtourzan/status/1449938190312173568) 2021-10-18T03:19Z [----] followers, [--] engagements "Lynas $lyc $lyc.ax with an ugly quarter. Production impacted by Covid. At least prices are up. Looks like a negative cash flow quarter though" [X Link](https://x.com/jtourzan/status/1451315050292002837) 2021-10-21T22:30Z [----] followers, [--] engagements "Im surprised to see Dacian $dcn $dcn.ax up 10% on nothing too exciting. 14.7m at [---] g/t Au from 468m We are talking about a 200M MC pre announcement" [X Link](https://x.com/jtourzan/status/1452424707228139521) 2021-10-25T00:00Z [----] followers, [--] engagements "@TheGruvfyllo Call me boring but Im mostly overweight Canadian producers. $cve $su $tou.to $cnq Like woodside for unhedged natty. $wpl.ax" [X Link](https://x.com/jtourzan/status/1454915153661612038) 2021-10-31T20:56Z [----] followers, [--] engagements "First that I have heard about this #CopperMark certification for copper mines. Tough to get ESG credit when you mine coal but $teck likely to spin out those assets (which I think is a bad idea). https://www.kitco.com/news/2021-11-03/Teck-commits-to-Copper-Mark-selects-Highland-Valley-for-responsible-production-assessment.html https://www.kitco.com/news/2021-11-03/Teck-commits-to-Copper-Mark-selects-Highland-Valley-for-responsible-production-assessment.html" [X Link](https://x.com/jtourzan/status/1455991116801527811) 2021-11-03T20:11Z [----] followers, [--] engagements "Looks like quite a few companies already part of #CopperMark. $fcx $bhp $rtp $kghpf $anto.l https://coppermark.org/participants-home/participants/ https://coppermark.org/participants-home/participants/" [X Link](https://x.com/jtourzan/status/1455992439307583491) 2021-11-03T20:17Z [----] followers, [--] engagements "Orion Minerals $orn $orn.ax drilling Hook prospect in Fraser Range with $igo $igo.ax Project is 16km from Legend $leg $leg.ax #Mawson project. Adding to #watchlist #nickel" [X Link](https://x.com/jtourzan/status/1460032365548302343) 2021-11-14T23:50Z [----] followers, [--] engagements "@nicholasavery Im long $rio.v but #chile risk and low liquidity prevent me from swinging for the fences on their 5M ounces. Winds of #lithium nationalization are beginning to cause damage to $SQM and $ALB. See the free-fall of their stocks since the candidate of the leftist coalition started to gain political support for the second round of the national elections in #Chile. https://t.co/q8XMBzcHtK Winds of #lithium nationalization are beginning to cause damage to $SQM and $ALB. See the free-fall of their stocks since the candidate of the leftist coalition started to gain political support for" [X Link](https://x.com/jtourzan/status/1467578474667728900) 2021-12-05T19:35Z [----] followers, [--] engagements "Not easy to make 7% in one day with a diversified portfolio. #oil #copper #lithium #nickel kicking butt for me but also had some otc stocks that were marked below market on illiquid trades and traded up today. Up 4% in my Oz account too. Guess Im in the right stocks" [X Link](https://x.com/jtourzan/status/1481487390833143808) 2022-01-13T04:44Z [----] followers, [--] engagements "2022 production guidance of between [------] to [------] tonnes of copper in concentrate. About 11.5B USD MC. Its what I would buy if I was Barrick. $ivn.to Ivanhoe Mines Provides [----] Production and Cost Guidance for Kamoa-Kakula Copper Complex - Junior Mining Network $IVN.TO https://t.co/y18Wfd0qLo Ivanhoe Mines Provides [----] Production and Cost Guidance for Kamoa-Kakula Copper Complex - Junior Mining Network $IVN.TO https://t.co/y18Wfd0qLo" [X Link](https://x.com/jtourzan/status/1481503823097057286) 2022-01-13T05:50Z [----] followers, [--] engagements "@Hannah_Bananaz @bearbear281 @Apocrypha2020 Rio Tinto has a controlling stake in what is now Turquoise Hill. They have zero equity in $ivn.to. https://en.m.wikipedia.org/wiki/Turquoise_Hill_Resources https://en.m.wikipedia.org/wiki/Turquoise_Hill_Resources" [X Link](https://x.com/jtourzan/status/1482101283674755072) 2022-01-14T21:24Z [----] followers, [--] engagements "If you are long Brazil stocks you better be paying attention to this election. $vale $nexa" [X Link](https://x.com/jtourzan/status/1486421608969355265) 2022-01-26T19:31Z [----] followers, [--] engagements "Bad news for Nova and Antofagasta. Minnesota is not a safe jurisdiction. #copper #nickel $novr.v $anto.l https://www.newswire.ca/news-releases/nova-royalty-completes-acquisition-of-royalty-on-antofagasta-s-twin-metals-project-in-minnesota-845226823.html BREAKING: The Biden Administration just announced that it has canceled the two Twin Metals leases for sulfide-ore copper mining next to the Boundary Waters Canoe Area a huge and critical step for protecting Americas most popular Wilderness Learn more: https://t.co/Pic0NqRpW3 https://t.co/7V4cxVdxbQ" [X Link](https://x.com/jtourzan/status/1486533258468737027) 2022-01-27T02:55Z [----] followers, [--] engagements "Odin $odm $odm.ax with some decent results. 11m at 1.9% #copper near surface amongst intervals" [X Link](https://x.com/jtourzan/status/1490823308794679298) 2022-02-07T23:02Z [----] followers, [--] engagements "Coal companies looking very strong of late with good money flows into the equities. $ter $ter.ax up to .29 now. Still extremely cheap for the cash flow. At 230/t their margins are 140/t. Forecast production 575kt. You do the math for [--] quarter" [X Link](https://x.com/jtourzan/status/1491561742517747715) 2022-02-09T23:56Z [----] followers, [--] engagements "Still value here. $pbr breaking out above key resistance. #oil if you are not long you are short energy. $PBR delivered strong operational results showing the new level of profitability achieved over the years. As a result the annual 20% div. yield discussed in our post about $PBR looks achievable (ex-divestments). Looking at op. figures 4-7% div. yield per quarter sounds likely $PBR delivered strong operational results showing the new level of profitability achieved over the years. As a result the annual 20% div. yield discussed in our post about $PBR looks achievable (ex-divestments)." [X Link](https://x.com/jtourzan/status/1492218490974998529) 2022-02-11T19:26Z [----] followers, [--] engagements "@DollarCostAvg Only 1.5m from 100m. Just a narrow vein underground interval. I cant get too excited with silver this cheap" [X Link](https://x.com/jtourzan/status/1494197797083496449) 2022-02-17T06:31Z [----] followers, [--] engagements "@TwinTurboCe1ica Im in baggy town on $nilsy and just sitting on my hands at this point. Old me would have averaged down" [X Link](https://x.com/jtourzan/status/1498511680556322817) 2022-03-01T04:13Z [----] followers, [--] engagements "@GoldMaxi99 I will average down in $nilsy the day Russia and Ukraine sign a peace agreement. Until then Im buying $glncy $vale" [X Link](https://x.com/jtourzan/status/1500827356994293766) 2022-03-07T13:35Z [----] followers, [--] engagements "Australian Vanadium out with initial drill results from Coates. Basically nothing from RC drilling. Some notes on sulphide from DD drilling but assays still pending. Real mineralization found in DD hole with chalcopyrite but the intervals are too narrow. $avl $avl.ax #watchlist" [X Link](https://x.com/jtourzan/status/1570198802493214720) 2022-09-14T23:52Z [----] followers, [--] engagements "Yikes. British Pound looks like the Sri Lankan Rupee. This isnt a shitcoin. Its the British Pound. https://t.co/dScog60C59 This isnt a shitcoin. Its the British Pound. https://t.co/dScog60C59" [X Link](https://x.com/jtourzan/status/1574225326644740096) 2022-09-26T02:32Z [----] followers, [--] engagements "@LodestarASX $lsr $lsr.ax and Auroch $aou $aou.ax trading well on #lithium announcement from Nepean. Both hammered down on disappointing #nickel results. $LSR JV $AOU #Nepean Update: ✅Drilling intercepted high grade #lithium w/in spodumene-bearing pegmatite ✅Assays returned exceptional lithium down-hole grades: 6m @ 1.38% Li2O from 198m including 2m @ 3.26% Li2O from 198m (NPRC084) https://t.co/8dHWpEqlAa @Auroch_Minerals https://t.co/Qqr50GzhOZ $LSR JV $AOU #Nepean Update: ✅Drilling intercepted high grade #lithium w/in spodumene-bearing pegmatite ✅Assays returned exceptional lithium" [X Link](https://x.com/jtourzan/status/1595604316647309315) 2022-11-24T02:24Z [----] followers, [--] engagements "Greenstone $gsr $gsr.ax found a nice nugget at their drilling at Burbanks North. Doesnt look to have much continuity based upon the cross section. Brownfields site with high grade production so good enough to get on my #watchlist 1m @ [---] g/T Au from 90m" [X Link](https://x.com/jtourzan/status/1598085567841198080) 2022-11-30T22:44Z [----] followers, [--] engagements "Nice recovery by Peruvian Sol. You dont see a recovery like this too often when a President dissolves Congress. Markets would love Castillo gone. I can think of a few Peru plays that would benefit. $nexa is an obvious one. #zinc https://www.mining.com/nexa-resources-halts-peruvian-zinc-mine-due-to-blockade/ El Banco Central del Per es independiente por Constitucin Nacional y por eso su moneda no se ve afectada por sus crisis polticas. En el ltimo ao el Sol le gan al Dlar. https://t.co/bzBULW0mVz https://www.mining.com/nexa-resources-halts-peruvian-zinc-mine-due-to-blockade/ El Banco Central" [X Link](https://x.com/jtourzan/status/1600576524289069056) 2022-12-07T19:42Z [----] followers, [--] engagements "Castillo now arrested. That escalated quickly. BREAKING: Former Peruvian President Pedro Castillo have been detained and taken into custody after trying to do an auto-coup. News Reports. https://t.co/75ZDOMQ2Bu BREAKING: Former Peruvian President Pedro Castillo have been detained and taken into custody after trying to do an auto-coup. News Reports. https://t.co/75ZDOMQ2Bu" [X Link](https://x.com/jtourzan/status/1600579354903224320) 2022-12-07T19:53Z [----] followers, [--] engagements "@MinerDeck Probably $teck or $ivn.to. But lots of political risk in copper producers so maybe $copx" [X Link](https://x.com/jtourzan/status/1618390256193277952) 2023-01-25T23:27Z [----] followers, [----] engagements "I just cant get myself to like these Tanzanian uranium projects. Maybe if uranium was $200/lb. But it isnt so I will just keep buying $sruuf because all the marginal project measure their ore with parts per million uranium not percentage. $akn $akn.ax $AKN AuKing Mining sees uranium and copper opportunities in Tanzanian acquisition; shares up 38% https://t.co/yEceb8uhaf @AuKingMining1 #AKN #ASX #ASXNews $AKN AuKing Mining sees uranium and copper opportunities in Tanzanian acquisition; shares up 38% https://t.co/yEceb8uhaf @AuKingMining1 #AKN #ASX #ASXNews" [X Link](https://x.com/jtourzan/status/1620220196186370048) 2023-01-31T00:39Z [----] followers, [----] engagements "Some absolutely beautiful core samples from $lgm $lgm.ax but its trading like a cap raise is coming. $LGM #Bauloora Remember the last junior with an epithermal prospect in NSW .$LDR and its rocket ride this should be interesting https://t.co/8T88mk8ZHz $LGM #Bauloora Remember the last junior with an epithermal prospect in NSW .$LDR and its rocket ride this should be interesting https://t.co/8T88mk8ZHz" [X Link](https://x.com/jtourzan/status/1625641761434669056) 2023-02-14T23:42Z [----] followers, [----] engagements "Koba $kob $kob.ax raising AUD 4M at .15 with 1/4 warrant at .30. I have a #starter heading into drilling. Might add. They have [--] projects including a James Bay project. MC about 15M AUD post raise" [X Link](https://x.com/jtourzan/status/1628529102629240832) 2023-02-22T22:56Z [----] followers, [----] engagements "When is the offer for $pmet.v $pmt.ax coming from $alb $rtp $bhp or $tsla because Corvette looks like the best hard rock #lithium project in the world. 83m of 3.1% Li from 222m is pretty darn good" [X Link](https://x.com/jtourzan/status/1641192163018145792) 2023-03-29T21:34Z [----] followers, [----] engagements "There goes another nickel producer. Wyloo has acquired a controlling interest. $mcr $mcr.ax @MincorRes_ I must say that management really made a pigs ear out of the restart with the hedging" [X Link](https://x.com/jtourzan/status/1650281072889065473) 2023-04-23T23:30Z [----] followers, [----] engagements "Pretty nice result for @AltoMetalsLtd. 3m at [----] gpt Au is the best result yet at Indomitable. $ame $ame.ax Looking to average down today" [X Link](https://x.com/jtourzan/status/1653181274675351552) 2023-05-01T23:35Z [----] followers, [----] engagements "If Barrick $gold is going to put their cash to use whom will they buy Id prefer for them to focus on Africa and Nevada but I doubt that happens. $tud.v $kgc $fcx https://www.barrick.com/English/news/news-details/2023/q1-2023-results/default.aspx Tudor Kinross Other (comment below) Freeport McMoran https://www.barrick.com/English/news/news-details/2023/q1-2023-results/default.aspx Tudor Kinross Other (comment below) Freeport McMoran" [X Link](https://x.com/jtourzan/status/1655640617576468481) 2023-05-08T18:27Z [----] followers, [---] engagements "At least AI picked one commodity stock $alb #lithium" [X Link](https://x.com/jtourzan/status/1658476152363814918) 2023-05-16T14:15Z [----] followers, [--] engagements "@AltoMetalsLtd $ame $ame.ax wants to make sure that everyone knows that they have pegmatite outcrop (untested) as well as a gold resource of 832k oz Au suitable for open pit. #long" [X Link](https://x.com/jtourzan/status/1663701688350547968) 2023-05-31T00:19Z [----] followers, [---] engagements "@cintsxv Lol. At least Im experienced enough to avoid $tmin like the plague. Just look at management. A history of doing nothing but lose money for shareholders" [X Link](https://x.com/jtourzan/status/1664446635441790977) 2023-06-02T01:39Z [----] followers, [---] engagements "Takeover or takeunder bid for Musgrave $mgv $mgv.ax Stock trading at a premium as additional bids are likely. More M&A activity in the #gold sector. @LimitedWestgold $WGX makes $177.3m bid for @Musgrave_Min $MGV "Westgold's view is that Musgrave's plan to construct a new small processing plant within close trucking distance of two established larger processing plants is ambitious." https://t.co/UAGheE82t6 More M&A activity in the #gold sector. @LimitedWestgold $WGX makes $177.3m bid for @Musgrave_Min $MGV "Westgold's view is that Musgrave's plan to construct a new small processing plant" [X Link](https://x.com/jtourzan/status/1666486595619524608) 2023-06-07T16:45Z [----] followers, [---] engagements "Looks like Panoramic to shut down for 4-6 weeks because on issue with a crusher at processing plant which needs replacement. Wont make their annual product guidance or costs because of this. Tough game mining. #nickel $pan $pan.ax #long but not buying the dip" [X Link](https://x.com/jtourzan/status/1668765790513029122) 2023-06-13T23:42Z [----] followers, [---] engagements "@MstrSandhu Hes probably trying to get me to pull my GTC offer so it looks like there are no sellers" [X Link](https://x.com/jtourzan/status/1671958875791319040) 2023-06-22T19:15Z [----] followers, [--] engagements "Ive been moving into tbills because of problems with commercial real estate investments. But chart of @BarrickGold $gold sums up why sentiment is so dismal in mining sector. Gold above $2000 & cant even sniff a breakout. If it wasnt for $pmet $ccj Id be in big trouble" [X Link](https://x.com/jtourzan/status/1719116892856885753) 2023-10-30T22:19Z [----] followers, [---] engagements "$2200 seems like it could occur tomorrow on a sniff of escalation in Middle East. Its a good time to be #long gold and Im currently adding to my position. With both uranium and gold I prefer to hold the underlying commodity to the producers. That could change on a breakout" [X Link](https://x.com/jtourzan/status/1731434355611128182) 2023-12-03T22:04Z [----] followers, [----] engagements "@SamsonLi7 Yeah Ive made it through round [--] of bidenomics fun. Ive raised capital to deal with problem real estate investment. Tenant has $70M sales barely 1% rent coverage & still might close because of shoplifting. I now have enough in 3M treasuries to pay loan after selling my biz" [X Link](https://x.com/jtourzan/status/1731441910802477404) 2023-12-03T22:34Z [----] followers, [---] engagements "These LNG exports would go to allies and help them to lower their carbon footprint. In many cases the natural gas plants that use these exports would be replacing coal plants. As well as providing energy to European nations replacing Russian supplies" [X Link](https://x.com/jtourzan/status/1754610131327950897) 2024-02-05T20:57Z [----] followers, [---] engagements "Fed is conducting a class on how to print money & minimize effects on CPI. But victim of this policy is working poor whose job no longer pays enough to survive. Border policy has created new subsidized worker to fill jobs. All employment gains are for immigrants since 2018" [X Link](https://x.com/jtourzan/status/1766314705596060078) 2024-03-09T04:06Z [----] followers, [---] engagements "@GravyHound12 @cintsxv Thats what all the minority shareholders want. Management doesnt care" [X Link](https://x.com/jtourzan/status/1767277699268260340) 2024-03-11T19:53Z [----] followers, [--] engagements "Why is Oracle up and not gold producers Here is a clue. One of the two has great operating margins & expanding demand. Id still prefer to own the underlying commodity rather than $gold $nem. Serious breakout in gold if we get above $2200. $phys $ORCL Congrats to Oracle for a stellar earnings report I had posted the trade at $115 👀 I had a small position compared to the things that went down today lol 🤦♂. But happy for my position and the company Not financial advice P.s. guess which part of their business was https://t.co/dT0R5Yp8wI $ORCL Congrats to Oracle for a stellar earnings report I" [X Link](https://x.com/jtourzan/status/1767294314991005765) 2024-03-11T20:59Z [----] followers, [---] engagements "@Eagleresa Id rather take the wifey to Guinea than to Burkina Faso or Niger" [X Link](https://x.com/jtourzan/status/1770943905019896120) 2024-03-21T22:41Z [----] followers, [---] engagements "@Namzes_G Hard to have negative gdp growth with real inflation running at 10%. We have been in a recession for a while with gdp growth lower than inflation" [X Link](https://x.com/jtourzan/status/1773574524149084639) 2024-03-29T04:54Z [----] followers, [--] engagements "I have decided to sell my physical uranium & move all funds into $djt. The Fed will be cutting rates & nasdaq should go to infinity. Who needs uranium anyway Problems in Kazakhstan are overblown. Will be HoDL until our Presidents lockup is over and he liquidates position" [X Link](https://x.com/jtourzan/status/1774812881168769155) 2024-04-01T14:55Z [----] followers, [---] engagements "@cintsxv With the current volume I cant take that move seriously. They just did a financing at 2c with full [--] year 5c warrants" [X Link](https://x.com/jtourzan/status/1774813830549561730) 2024-04-01T14:59Z [----] followers, [---] engagements "@cintsxv @jessebday Why dont you like Newmont They have the largest copper reserves of the [--] after Newcrest acquisition. And they got a great price on Newcrest" [X Link](https://x.com/jtourzan/status/1776286956990968079) 2024-04-05T16:33Z [----] followers, [---] engagements "@cintsxv Is it a war premium or everyone knows that the Fed is trapped heading into election premium Everyone on Water Street knows that the Fed is going to monetize the Treasury auctions this year and cut rates before and after the election" [X Link](https://x.com/jtourzan/status/1776397482316153300) 2024-04-05T23:52Z [----] followers, [---] engagements "@cintsxv @FibSixOne8 I think Tel Aviv and Tehran going to war is what would really spook the markets. And the odds of that definitely went up last week" [X Link](https://x.com/jtourzan/status/1776420482834993201) 2024-04-06T01:23Z [----] followers, [---] engagements "There are 1.3B shares outstanding after Sabina acquisition. Options situation isnt bad especially as most of the options are out of the money since the stock tanked after the Sabina acquisition" [X Link](https://x.com/jtourzan/status/1777046889453732185) 2024-04-07T18:52Z [----] followers, [---] engagements "$cve is now my 2nd largest position. Mostly because my average price is $8. My oil stocks have done far better than my metals stocks. I am not selling a share in Canadian producers given the current global unrest. $su $cnq $tou.to Today $cve hit a 52-week high. I'm holding here. I think they'll have more upside when they confirm that they've hit there debt target sometime later this year. https://t.co/OxAxpP5Lkf Today $cve hit a 52-week high. I'm holding here. I think they'll have more upside when they confirm that they've hit there debt target sometime later this year. https://t.co/OxAxpP5Lkf" [X Link](https://x.com/jtourzan/status/1778315409999221054) 2024-04-11T06:53Z [----] followers, [----] engagements "Ugh I just got my tax bill for tomorrow. Guess I will be liquidating treasuries" [X Link](https://x.com/jtourzan/status/1779648086924746809) 2024-04-14T23:09Z [----] followers, [---] engagements "Congrats to holders. $bse.ax up 90% on acquisition by $uuuu #uranium Base has a mineral sands project in #kenya Base Resources ( $BSE $BSE.ax ) has released " Proposed combination with Energy Fuels " on Mon [--] Apr at 8:46 am AEST #Mining #UnitedStates #Mexico Learn about it https://t.co/Nz8rSN1JIt Base Resources ( $BSE $BSE.ax ) has released " Proposed combination with Energy Fuels " on Mon [--] Apr at 8:46 am AEST #Mining #UnitedStates #Mexico Learn about it https://t.co/Nz8rSN1JIt" [X Link](https://x.com/jtourzan/status/1782261768540274790) 2024-04-22T04:14Z [----] followers, [----] engagements "Im adding to my position in $uuuu. Someone more informed than I am mentioned it was the mineral sands project in #madagascar that they wanted in $bse.ax acquisition. Also its probably selling off because retail because retail ubugs only love uranium and hate everything else" [X Link](https://x.com/jtourzan/status/1782439229903216744) 2024-04-22T16:00Z [----] followers, [----] engagements "@Mark_IKN Equinox is now the Microstrategy of gold. Its basically a leveraged call on gold at $2000. Assuming there are no major issues at Greenstone. Beatty looks like a genius if gold moons and an idiot if gold falls" [X Link](https://x.com/jtourzan/status/1783187778869866895) 2024-04-24T17:34Z [----] followers, [---] engagements "Im selling $nem & buying $aem today. Im back to massively underweight @BarrickGold @NewmontCorp Newmont had two big red flags for me. 1) FCF is non existent 2) AISC is too high especially for copper Meanwhile $aem had a great quarter. Was nice trade but Im out in Newmont" [X Link](https://x.com/jtourzan/status/1783916093431750681) 2024-04-26T17:48Z [----] followers, [---] engagements "Cant decide whether to buy more $ermay or sell. They produce 25% of world manganese ore supply. Nice volume breakout on Friday as manganese prices are mooning on structural deficit. https://www.fastmarkets.com/insights/south32s-gemco-manganese-ore-unit-suspension-rewrites-demand-in-asia/ https://www.fastmarkets.com/insights/south32s-gemco-manganese-ore-unit-suspension-rewrites-demand-in-asia/" [X Link](https://x.com/jtourzan/status/1784648551081062680) 2024-04-28T18:19Z [----] followers, [---] engagements "Ardea $arl.ax is hitting my volume screens today. Its the one nickel position on which Im up. Mitsubishi & Sumitomo have agreed to a 50% partnership in a farm in agreement on DFS for Goongarrie Hub. #laterite" [X Link](https://x.com/jtourzan/status/1784767866119782526) 2024-04-29T02:13Z [----] followers, [---] engagements "Not a great report with Cobre Panama getting nationalized but at least they generate free cash flow. $fnv I think that they will continue to outperform $gdx going forward. Franco-Nevada Reports Q1 [----] Results $FNV.TO https://t.co/1jNNph4XRi Franco-Nevada Reports Q1 [----] Results $FNV.TO https://t.co/1jNNph4XRi" [X Link](https://x.com/jtourzan/status/1785781757155180732) 2024-05-01T21:22Z [----] followers, [---] engagements "@_Yux__ My biggest red flag was that the royalty acquisition transactions arent of the quality that they were [--] years ago. Im not sold on stibnite. That project isnt going anywhere without government subsidies" [X Link](https://x.com/jtourzan/status/1785785125529383344) 2024-05-01T21:35Z [----] followers, [---] engagements "With Havieron being declared non-core by Newmont how low could you go $ggp.l My guess is $nem tries to sell 70% but no one bites at price. And they are forced to finish mine buildout. Its complicated because telfer also for sale and havieron needs telfer to process ore. https://t.co/WDGlYEYAwl "If an opportunity to consolidate ownership of Havieron were to arise we would be highly focused on delivering an accretive outcome for our existing shareholders with a view to delivering a world class Australian gold copper asset. #GGP @GreatlandGold https://t.co/WDGlYEYAwl "If an opportunity to" [X Link](https://x.com/jtourzan/status/1786108615310643541) 2024-05-02T19:00Z [----] followers, [---] engagements "Leo Lithium getting bought out of Mali project by Ganfeng at 43c per share. They have about 8c a share cash. Looks like they keep a 1.5% NSR. Stock still halted. $lll.ax" [X Link](https://x.com/jtourzan/status/1787994071019278779) 2024-05-07T23:53Z [----] followers, [---] engagements "You would think that with silver above $25 that these guys could deliver FCF. Wrong. Keno Hills looks like a disaster and the company just has too much debt. $hl Hecla Reports First Quarter [----] Results $HL https://t.co/w0ExKgbmNt Hecla Reports First Quarter [----] Results $HL https://t.co/w0ExKgbmNt" [X Link](https://x.com/jtourzan/status/1788321076197396486) 2024-05-08T21:32Z [----] followers, [----] engagements "Trafigura is looking to divert copper shipments to North America in order to cover CME copper short positions. That wont be easy. Maybe Roaring Kitty should be buying copper. Trafigura IXM caught in Comex copper short squeeze as prices hit record. #copper https://t.co/AHPvtBmYeO Trafigura IXM caught in Comex copper short squeeze as prices hit record. #copper https://t.co/AHPvtBmYeO" [X Link](https://x.com/jtourzan/status/1790872560982479006) 2024-05-15T22:31Z [----] followers, [---] engagements "On the bright side this makes acquisition by another company easier. Deposit remains Tier [--] and Ive already cashed out my basis with a tenfold gain. So Im not selling at 15$ never mind $5. Might buy more if it goes below $5. $pmet $pmt.ax My basis currently below 50c. #long Oof. $ALB Albemarle back out of making a deal with $PMET $PMT Patriot Battery Metals. Patriot spins this as a good thing: "we have determined it is in the best interests of shareholders to fully engage with other downstream companies." #Lithium https://t.co/Quu9LkErjq Oof. $ALB Albemarle back out of making a deal with" [X Link](https://x.com/jtourzan/status/1790884015911940426) 2024-05-15T23:16Z [----] followers, [---] engagements "Today Tenex declared force majeur and told utilities like Duke and Constellation that unless they get waivers that supplies get cut off in [--] days. My guess is that all the big utilities get waivers. https://www.ajot.com/news/biden-signs-ban-on-imports-of-russian-nuclear-reactor-fuel https://www.ajot.com/news/biden-signs-ban-on-imports-of-russian-nuclear-reactor-fuel" [X Link](https://x.com/jtourzan/status/1791166500566622630) 2024-05-16T17:59Z [----] followers, [---] engagements "@Nico879 @0xtorpid @dieworkwear @MunamWasi Tell Patek Philippe" [X Link](https://x.com/jtourzan/status/1791225910869282963) 2024-05-16T21:55Z [----] followers, [---] engagements "@FibSixOne8 I dont understand why people like this so much. Ive got Mexico closer to Sudan than Ghana on my jurisdiction list. Who needs to add a heavy dose of Mexico risk in an already risky gold play Is it the other assets Santana definitely does move my needle. https://mineraalamos.com/news/2024/minera-alamos-provides-update-on-cobre-4h-and-copper-assets/ https://mineraalamos.com/news/2024/minera-alamos-provides-update-on-cobre-4h-and-copper-assets/" [X Link](https://x.com/jtourzan/status/1791238206962511893) 2024-05-16T22:44Z [----] followers, [--] engagements "I own the #2 stock on Vancouver exchange. Up 100%. Unfortunately Im still down 90% (its a Sven special). Before you buy these juniors kids have an exit plan. Because if you buy in any quantity your exit plan is to pray for a discovery or ride it out to zero. $ply.v" [X Link](https://x.com/jtourzan/status/1791518796169252976) 2024-05-17T17:19Z [----] followers, [---] engagements "@goldnewb #2 price percentage gainers because it went from 1c to 2c. And Im not buying. Norway is a train wreck as a jurisdiction" [X Link](https://x.com/jtourzan/status/1791572591213494757) 2024-05-17T20:52Z [----] followers, [--] engagements "@James56487175 I had to average down today given the volume breakout. I hate riding with Crescat but Kliyul seems legit to me" [X Link](https://x.com/jtourzan/status/1791575224494014796) 2024-05-17T21:03Z [----] followers, [---] engagements "@cintsxv Lots of green across everyones screen. Lots of trading to analyze. Some large sellers liquidated in several names" [X Link](https://x.com/jtourzan/status/1791575676346384828) 2024-05-17T21:05Z [----] followers, [--] engagements "@billstenner7 @MrJohnnyRainman I never owned Seabridge for this reason. I use discounted cash flow models and they had no cash flow. But KSM is much better than Pebble. They seem serious about progressing KSM now. People want copper now but they want copper even more in [--] years. I dont see prices falling" [X Link](https://x.com/jtourzan/status/1792245478593266076) 2024-05-19T17:26Z [----] followers, [--] engagements "A reminder that the bull market in Gold is not over; its just beginning. Its just a matter of time before gold overtakes the dollar as a reserve currency if the USA chooses to continue monetizing its deficits. Gold has overtaken the euro in global international reserves People are scared to have cash more than ever https://t.co/A09WhjTaj0 Gold has overtaken the euro in global international reserves People are scared to have cash more than ever https://t.co/A09WhjTaj0" [X Link](https://x.com/jtourzan/status/1794197787309154335) 2024-05-25T02:44Z [----] followers, [---] engagements "I was starting to have trophy withdrawal symptoms. Been a rough few years for Manchester United. But the reds go marching on. No Manchester United fan can scroll past this pic without leaving a like for our starboys. Thank you for humbling Man City❤ https://t.co/ebJK2gKahL No Manchester United fan can scroll past this pic without leaving a like for our starboys. Thank you for humbling Man City❤ https://t.co/ebJK2gKahL" [X Link](https://x.com/jtourzan/status/1794422381487988743) 2024-05-25T17:36Z [----] followers, [---] engagements "No holiday in Australia. Ive been accumulating $cod.ax They have sedimentary copper/cobalt deposit & scoping study for open pit/underground. 306M AUD pre production capex. NPV is very leveraged to copper price. Over 1M tonnes of CuEq. MC about 30M AUD. @CodaMinerals" [X Link](https://x.com/jtourzan/status/1794809899261833444) 2024-05-26T19:16Z [----] followers, [---] engagements "I guess its good news for gold miners in Burkina Faso. Junta has no interest in killing the golden goose. $edv.to $btg $img.to $fvi.to $ore.to $ele.v Burkina Faso's military government has announced it will extend junta rule for another five years. https://t.co/Bg2oKuJv8t https://t.co/8e7WRgvK8I Burkina Faso's military government has announced it will extend junta rule for another five years. https://t.co/Bg2oKuJv8t https://t.co/8e7WRgvK8I" [X Link](https://x.com/jtourzan/status/1794849610722345402) 2024-05-26T21:54Z [----] followers, [---] engagements "Adriatic is passing the hat. Raising $50M USD at AUD [----]. $adt.ax Should have seen that coming #long" [X Link](https://x.com/jtourzan/status/1794870074744217898) 2024-05-26T23:15Z [----] followers, [----] engagements "@YellowLabLife I think that the bigger issue is that Orion is dumping 1/3 of their equity. Which means that management and one of the top investors thinks that the company is fully valued at [----]. Im going to avoid adding until after the [--] day lockup on Orion ends" [X Link](https://x.com/jtourzan/status/1794897158614995103) 2024-05-27T01:03Z [----] followers, [---] engagements "@Justin_K000 At least the market knows where the cash on the balance sheet will be spent. Its a nice setup for a starter position on a drilling prospect. I got some at open" [X Link](https://x.com/jtourzan/status/1794913573459955728) 2024-05-27T02:08Z [----] followers, [--] engagements "People think that the USA is a safe jurisdiction for mining but it really isnt. Are the Lundins aware of how the Center for Biological Diversity has killed Hermosa for South32 There are some jaguars nearby. Im not on Faraday Copper bandwagon $fdy.to https://fronterasdesk.org/content/1881297/environmental-group-pushes-back-against-newly-approved-drilling-sites-proposed https://fronterasdesk.org/content/1881297/environmental-group-pushes-back-against-newly-approved-drilling-sites-proposed" [X Link](https://x.com/jtourzan/status/1796293331221406124) 2024-05-30T21:31Z [----] followers, [----] engagements "Are we having fun yet We became a banana republic the moment that we started monetizing our debt. This is just Stage [--] when courts are weaponized by ruling elites" [X Link](https://x.com/jtourzan/status/1796300846835359953) 2024-05-30T22:01Z [----] followers, [---] engagements "Im trying to figure out the impact on mining from the recent South African elections. We wont really get able to tell until a coalition government is formed. $au $hmy $sbsw $aal.l $gfi $impuy $angpy https://apnews.com/article/south-africa-election-vote-anc-d9da7582ca98a4e00fec2da6a5fe1e91 https://apnews.com/article/south-africa-election-vote-anc-d9da7582ca98a4e00fec2da6a5fe1e91" [X Link](https://x.com/jtourzan/status/1797037327623111016) 2024-06-01T22:47Z [----] followers, [---] engagements "@HorribleDisgust @_triangulate_ Maybe [----]. Thats where this insider started dumping. No one was selling copper stocks in march. $TKO.TO 😬 https://t.co/R0ClzvRvKI https://t.co/zobSLey3Tp $TKO.TO 😬 https://t.co/R0ClzvRvKI https://t.co/zobSLey3Tp" [X Link](https://x.com/jtourzan/status/1797080081787208159) 2024-06-02T01:37Z [----] followers, [---] engagements "Hecla cant do anything right. Fined for failure to meet water quality standards at Keno Hill. They just fired ceo last week too. $hl https://www.mining.com/heclas-yukon-unit-fined-c100000-for-environmental-risks/ https://www.mining.com/heclas-yukon-unit-fined-c100000-for-environmental-risks/" [X Link](https://x.com/jtourzan/status/1797330235194826901) 2024-06-02T18:11Z [----] followers, [---] engagements "Oil stocks getting destroyed today. $cve down over 5% is my biggest loser. I guess everyone thinks recession is coming. I dont disagree" [X Link](https://x.com/jtourzan/status/1797690907707461797) 2024-06-03T18:04Z [----] followers, [---] engagements "If any of their properties were worth a nickel theyd be farmed out by now. With the royalty sold this company should be liquidated. Not one penny more should be spent on exploration. $cmd.v Commander Closes the Sale of its Royalty Portfolio for US $4.1 Million $CMD.V https://t.co/FKV7rWuO5p Commander Closes the Sale of its Royalty Portfolio for US $4.1 Million $CMD.V https://t.co/FKV7rWuO5p" [X Link](https://x.com/jtourzan/status/1797785130519400566) 2024-06-04T00:19Z [----] followers, [---] engagements "Wow. Wasnt expecting a buyout of $amk.v by a crypto entity. But how could management say no to 43c https://finance.yahoo.com/news/american-creek-announces-non-binding-194300195.html https://finance.yahoo.com/news/american-creek-announces-non-binding-194300195.html" [X Link](https://x.com/jtourzan/status/1798862609351123064) 2024-06-06T23:40Z [----] followers, [---] engagements "Tudor is not even up after the crypto bid for American Creek. Is Treaty Creek undevelopable with equity structure Market seems to be saying so. A crypto company can tokenize gold in the ground and sell but a junior cant pay G&A without cash flow. $tud.v $tuo.v $amk.v" [X Link](https://x.com/jtourzan/status/1799131034795311438) 2024-06-07T17:27Z [----] followers, [---] engagements "@Mark_IKN There is a big difference between a gold miner with cash flow trying to get its story out and a greenfield explorer with no resource trying to create a story. SteppeGold trades at a huge discount because its in Mongolia. Advertising how cheap they are is reasonable" [X Link](https://x.com/jtourzan/status/1799135527662440647) 2024-06-07T17:45Z [----] followers, [---] engagements "The recent safari by Lavrov across Africa has me worried about many gold projects. Lavrov wasnt going to Ghana Namibia or Nigeria. He was going to Chad Burkina Faso Congo Mali. Its was like he almost exclusively picked countries run by juntas. https://apnews.com/article/mali-wagner-mercenaries-russia-abuses-b03cf8fe6d9ddbbcdb2d012464944906 https://apnews.com/article/mali-wagner-mercenaries-russia-abuses-b03cf8fe6d9ddbbcdb2d012464944906" [X Link](https://x.com/jtourzan/status/1799825905008976350) 2024-06-09T15:28Z [----] followers, [---] engagements "Even more worrying is that Burkina Faso and Mali both international pariahs run by the military gave him awards. Im sure behind closed doors hes giving them advice on how to expropriate foreign assets. And #1 on that list of assets are the gold mines. https://www.mid.ru/en/press_service/photos/meropriyatiya_s_uchastiem_ministra/1852782 https://www.mid.ru/en/press_service/photos/meropriyatiya_s_uchastiem_ministra/1852782" [X Link](https://x.com/jtourzan/status/1799827544994431381) 2024-06-09T15:35Z [----] followers, [---] engagements "How to lose wealth by $cmd.v in Nunavut. In [----] Commander farmed out Storm to Aston Bay. They farmed it out to America West #aw1.ax which now has 50M+ USD MC. What does Commander have Nothing now that they sold royalty & 11M $bay.v shares. https://astonbayholdings.com/news/commander-signs-15-million-option-agreement-on-storm-copper-property/ https://astonbayholdings.com/news/commander-signs-15-million-option-agreement-on-storm-copper-property/" [X Link](https://x.com/jtourzan/status/1800627549808320736) 2024-06-11T20:33Z [----] followers, [---] engagements "Does management care Nope. None of them have a large equity stake in $cmd.v and all the proceeds from the sale go to subsidize management lifestyle. This company should not exist and should be wound down. I will be voting for the FruchtExpress takeover with my over 2M shares" [X Link](https://x.com/jtourzan/status/1800628057684009328) 2024-06-11T20:35Z [----] followers, [---] engagements "@Hughmaxdavis Was just going over them. Some serious red flags. Looks like they drilled into the mouth of mineralization and it wasnt a stepout hole. Directors special. Plus no Au. $cpo.ax" [X Link](https://x.com/jtourzan/status/1800677753387397570) 2024-06-11T23:53Z [----] followers, [---] engagements "@pizdets17 @Bernie_Kreft A 60M MC with a Brazilian sand supply agreement and a 2000m drilling program in BC. Valuation seems stretched. Are you aware that Sibelco and Mitsubishi are well established in this space which is largely dominated by china globally" [X Link](https://x.com/jtourzan/status/1801421353763094984) 2024-06-14T01:08Z [----] followers, [---] engagements "@mindcriticalthe @pizdets17 @Bernie_Kreft You guys are all going to lose your shirts. Go research high purity silica quartz in Australia. You arent early. You are marks" [X Link](https://x.com/jtourzan/status/1801664648909099099) 2024-06-14T17:15Z [----] followers, [---] engagements "I dont even like hockey but these NHL finals are WAY more compelling than NBA. Wouldnt that be something if Edmonton comes back from being down 3-0 in the series" [X Link](https://x.com/jtourzan/status/1804324432728723509) 2024-06-22T01:24Z [----] followers, [---] engagements "This is not a bullish sign for the economy. My opinion is that we are already in a stagflationary recession with inflation higher than gdp growth. But in such an environment prices can still temporarily crash when demand is significantly below supply. [--] days of carnage in lumber markets. https://t.co/uDO8L4PXql [--] days of carnage in lumber markets. https://t.co/uDO8L4PXql" [X Link](https://x.com/jtourzan/status/1804359941198876697) 2024-06-22T03:45Z [----] followers, [---] engagements "Always like to see debt reduction. Still my biggest holding. $teck Teck Announces Cash Tender Offers for up to US$1.25 Billion of Debt Securities https://t.co/zp7LEqX2lh $TECK Teck Announces Cash Tender Offers for up to US$1.25 Billion of Debt Securities https://t.co/zp7LEqX2lh $TECK" [X Link](https://x.com/jtourzan/status/1809085335001035234) 2024-07-05T04:42Z [----] followers, [---] engagements "Trying to figure out if (or when) to take a position in $nrc.v Pros: I like KSM. Cons: KSM isnt close to production and is most of the NAV. Brucejack royalty is just going to cover G&A so company has no cash flow. I dont trust Giustra. They plan to diversify into renewables. $NRC.V @Nations_Royalty Nice to see Derrick buying in the open market. https://t.co/EmGa6ATdkE $NRC.V @Nations_Royalty Nice to see Derrick buying in the open market. https://t.co/EmGa6ATdkE" [X Link](https://x.com/jtourzan/status/1809086301054120313) 2024-07-05T04:46Z [----] followers, [----] engagements "Thank god I sold. Stock getting hammered today as buyout deal is at best delayed at worst cancelled. $adzn.v $ADZN.v $SVC Silvercorp wont close the deal until the court order is cleared https://t.co/1WFP0zLEsb https://t.co/FFd2O1iUgy $ADZN.v $SVC Silvercorp wont close the deal until the court order is cleared https://t.co/1WFP0zLEsb https://t.co/FFd2O1iUgy" [X Link](https://x.com/jtourzan/status/1810391240896295289) 2024-07-08T19:11Z [----] followers, [----] engagements "Gold is down after an assassination attempt on a Presidential candidate. Ill take that trade" [X Link](https://x.com/jtourzan/status/1812624614981591509) 2024-07-14T23:05Z [----] followers, [---] engagements "@cintsxv I bet its up by HK open. Up 1% by US open" [X Link](https://x.com/jtourzan/status/1812628508503625789) 2024-07-14T23:21Z [----] followers, [--] engagements "@Namzes_G I havent totally given up on lithium. But Im definitely not buying until the spot price picks up. Except for Eramet but thats partly a manganese play" [X Link](https://x.com/jtourzan/status/1813335065348468814) 2024-07-16T22:09Z [----] followers, [---] engagements "@WSJ San Francisco has solved this problem. Just overwhelm the touristy areas with drug addicts and stop prosecuting anything less than murder. Tourists will be gone within [--] years along with conventions and offices" [X Link](https://x.com/jtourzan/status/1813806430895693831) 2024-07-18T05:22Z [----] followers, [---] engagements "Where I am adding today would love a chance in 30s. $fcx #gold" [X Link](https://x.com/jtourzan/status/1823777272785940752) 2024-08-14T17:42Z [----] followers, [---] engagements "No matter who wins the November election one thing is clear. Neither party will solve the deficits. Wall Street seems to have figured this out as recent volatility didnt even touch gold. Im switching more funds from short term Treasuries to #physicalgold today" [X Link](https://x.com/jtourzan/status/1824527291407282460) 2024-08-16T19:22Z [----] followers, [---] engagements "@BranderYuri Its definitely undervalued as a precious metal. But so is platinum. Problem is that no one is using them as precious metals anymore" [X Link](https://x.com/jtourzan/status/1824531989816545402) 2024-08-16T19:41Z [----] followers, [--] engagements "@cintsxv Would you take it more seriously if it was gold backed If Eu and USA keep printing money it will happen" [X Link](https://x.com/jtourzan/status/1825087758152397085) 2024-08-18T08:30Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@jtourzan The Mining Bartender
The Mining Bartender posts on X about gold, money, copper, stocks the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +34%
- [--] Month [-------] +57%
- [--] Months [---------] +434%
- [--] Year [---------] +174%
Mentions: [--] #
- [--] Week [--] -14%
- [--] Month [---] +54%
- [--] Months [---] +224%
- [--] Year [-----] +385%
Followers: [-----] #
- [--] Week [-----] +0.96%
- [--] Month [-----] +9.90%
- [--] Months [-----] +36%
- [--] Year [-----] +56%
CreatorRank: [---------] #
Social Influence
Social category influence finance countries stocks cryptocurrencies currencies technology brands travel destinations automotive brands social networks luxury brands
Social topic influence gold, money, copper, stocks, $igoax, in the, silver, if you, $ivnto, debt
Top accounts mentioned or mentioned by @goldroyalties @fibsixone8 @cintsxv @samsonli7 @markikn @berniekreft @calvinfroedge @yellowlablife @chuckchunder007 @realmikebarnes @realrickrule @stockscross @grumpierbtday @yux @garrytan @sniffrocks @itsmyst88 @marketplunger1 @respeculator @debragrobins
Top assets mentioned Agnico Eagle Mines Ltd. (AEM) Freeport-McMoRan Inc (FCX) Teck Resources Limited (TECK) Newmont Corporation (NEM) Franco-Nevada Corporation (FNV) Bitcoin (BTC) BHP Group Limited (BHP) Wheaton Precious Metals Corp. Common Stock (WPM) Energy Fuels Inc. (UUUU) PAN American Silver Corp (PAAS) Barrick Gold Corp. (GOLD) Hudbay Minerals Inc. (HBM) VALE S.A. (VALE) Nexa (NEXA) Kinross Gold Corporation (KGC) AngloGold Ashanti Limited (AU) MP Materials Corp. (MP) Cameco Corporation (CCJ) Gold Royalty Corp. (GROY) Lithium Americas Corp. Common Shares (LAC) Elevation Oncology, Inc. (ELEV)
Top Social Posts
Top posts by engagements in the last [--] hours
"Fidelity gold $fsagx has over [--] billion under management. Like most gold funds they are overweight Newmont $nem underweight Barrick $gold . Overweight $ssrm . Overall pretty dull and I cant find their total portfolio. https://finance.yahoo.com/quote/FSAGX/holdings/ https://finance.yahoo.com/quote/FSAGX/holdings/"
X Link 2020-07-18T15:45Z [----] followers, [--] engagements
"I see nothing indicates that [----] would return at all. Las Vegas cannot perform without return of these segments. It cannot make money with limited hotel occupancy or in negligible occupancy midweek maybe 50% capacity weekend. $lvs $wynn $czr $mcri $LVS - Las Vegas Sands Corp. (LVS) CEO Sheldon Adelson on Q2 [----] Results - Earnings Call Transcript. https://t.co/gic0IPM86l #finance #markets #stockmarket $LVS - Las Vegas Sands Corp. (LVS) CEO Sheldon Adelson on Q2 [----] Results - Earnings Call Transcript. https://t.co/gic0IPM86l #finance #markets #stockmarket"
X Link 2020-07-23T04:08Z [----] followers, [--] engagements
"People say stocks look to the future but the future is uncertain. Online players like $dkng $lca $whm.l $fltr.l are going online with sports books and casino games. A depression is going to crush consumer spending. International business travel for conventions may never return"
X Link 2020-07-23T04:13Z [----] followers, [--] engagements
"With the trade war escalating the risk profile of $mgm $lvs and $wynn just went up considerably. All at a time when they are bleeding red ink and Las Vegas is maybe never coming back. Im short casinos and long online gaming $lca $wimhy $fltr.l https://www.scmp.com/business/article/2154881/macau-casinos-could-get-caught-us-china-trade-war-crossfire-say-analysts https://www.scmp.com/business/article/2154881/macau-casinos-could-get-caught-us-china-trade-war-crossfire-say-analysts"
X Link 2020-07-24T03:59Z [----] followers, [--] engagements
"I think business travel will be very slow to recover and my guess is that it will take five to [--] years for business travel to fully recover to [----] levels So it's a low-cost environment for a long time. Bad news for airlines $aal $ual $luv bad news for Vegas $lvs $wynn $mgm"
X Link 2020-07-24T12:00Z [----] followers, [--] engagements
"@TalkStonks Im short $dkng long $whm.l . Following New Jersey betting numbers closely. Not much conviction in my $dkng short because they are not hemorrhaging money like a brick casino and its likely that New York Florida and California legalize online betting in [----]. $lca $fltr.l $lvs"
X Link 2020-07-25T15:53Z [----] followers, [--] engagements
"Did some tax loss selling on shares of Noront $not.v from [----]. Its so illiquid I may never get those shares back but I need every $ of capital I can get for projects with a 1-2 yr timeframe to production. What a day to be a #goldbug. Up 6% today biggest holdings $kl $nem $kgc"
X Link 2020-07-31T21:35Z [----] followers, [--] engagements
"@StocksCross You mean $nst.ax Northern Star has almost no volume on OTC and you should buy it in Oz if you can. How big is Kalgoorlie superpit resource if cutoff grade .5g/T I dont know the answer but I know thats its a VERY big number. And Pogo mine is legit. And management is A+"
X Link 2020-09-02T21:23Z [----] followers, [--] engagements
"Newcrest swoops royalty from Vox using its right of first refusal. [--] bucks says Vox was offering stock too and Newmont paid in cash. Previous royalty holder better hire a new lawyer. $ncm.ax $vox.v #RedChris Newcrest buys royalty on Red ChrisSouth https://t.co/S8gpJuYjaZ Newcrest buys royalty on Red ChrisSouth https://t.co/S8gpJuYjaZ"
X Link 2020-09-08T23:03Z [----] followers, [--] engagements
"@StocksCross I doubt NFL will help $wmh.l much. I think $penn going to $80 once they launch barstool betting app is the next catalyst. Space also reminds me of #cannabis where everyone selling at a loss to gain market share. Heres looking at you $dkng $fltr.l https://www.google.com/amp/s/elitesportsny.com/2020/09/10/there-are-some-unreal-betting-promos-for-the-chiefs-and-texans/amp/ https://www.google.com/amp/s/elitesportsny.com/2020/09/10/there-are-some-unreal-betting-promos-for-the-chiefs-and-texans/amp/"
X Link 2020-09-12T15:54Z [----] followers, [--] engagements
"Some interesting insider buying at Fortescue $fmg.ax Enegex $enx.ax Golden Rim $gmr.ax IGO $igo.ax and Kalamazoo $kzr.ax All on my list stocks I want more of"
X Link 2020-10-05T04:28Z [----] followers, [--] engagements
"Great Chinese travel data great manufacturing data from Italy good Canadian jobs numbers weak dollar and a hurricane. How is oil down Im still raising cash and deleveraging in expectation of more economic malaise. Might change my mind if oil takes out $45"
X Link 2020-10-09T14:24Z [----] followers, [--] engagements
"Opened down just turned positive"
X Link 2020-11-13T02:11Z [----] followers, [--] engagements
"Anyone who buys $lbi.v on this guys rec is out of their mind. It has like 6M in garbage microcap equities and MC now 10M. He knows exactly what he is doing positioning in microcaps before dumping shares on dumb retail FOMO traders"
X Link 2020-11-13T11:39Z [----] followers, [--] engagements
"@BaglanSultanbek Im desperately trying to get my portfolio to 20% copper. Im bearish on gold relative to other industrial commodities. I think you can buy $copx to play producers. Im still researching junior copper plays. Was buying $cym.ax $nwc.ax $min.to $anto.l $ivn.to $cn.v $fcx last week"
X Link 2020-11-29T16:00Z [----] followers, [--] engagements
"Who wants to make a site visit to the Ivanhoe #copper mine in #Botswana $ivn.to https://bit.ly/33C8sx2 https://bit.ly/33C8sx2"
X Link 2020-12-05T00:32Z [----] followers, [--] engagements
"This one for the pros which I am not. When you have a large position in an illiquid stock and it gets positive newsflow do you Always sell to liquidity Sell above warrant strike Buy more Sell at 50% LT target Always sell to liquidity Sell above warrant strike Buy more Sell at 50% LT target"
X Link 2020-12-05T01:45Z [----] followers, [--] engagements
"So #Mintwit likes outrageous price targets. I will see $5 and raise you $5. $10 copper. Other than $ivn.to there is no production coming online for this cycle. Demand is nearly completely inelastic. And companies trying to dump their high capex assets rather than develop. @MickMurphy71 Yeah but the price of copper isnt the same. If you believe in $10 copper. @MickMurphy71 Yeah but the price of copper isnt the same. If you believe in $10 copper"
X Link 2020-12-05T16:47Z [----] followers, [--] engagements
"Funny how Labrador Iron Royalty $lif.to knew exactly what questions investors would ask but didnt put the statistics in that they need the p&p reserves. Definitely like this more than Deterra. I value royalties on revenue and this has lower opex % + lower multiple"
X Link 2020-12-06T07:01Z [----] followers, [--] engagements
"I just noticed that this stock keeps going up every day. Someone definitely accumulating in quantity. $lyc.ax @metalcorn333 Lynas is not just Malaysia. This Texas facility is so important. Lynas is basically the chosen one for #ree separation and waste disposal. $lyc.ax https://t.co/Ufg9FLHq4z @metalcorn333 Lynas is not just Malaysia. This Texas facility is so important. Lynas is basically the chosen one for #ree separation and waste disposal. $lyc.ax https://t.co/Ufg9FLHq4z"
X Link 2020-12-09T00:18Z [----] followers, [--] engagements
"@digitalnilesh @TraderPamplona I guess that Im playing it through $lyc.ax because Im a little scared of rare earth mines"
X Link 2020-12-09T18:12Z [----] followers, [--] engagements
"Trying to figure out if capping nitrous oxide emissions with catalytic converters would impact global nitrous oxide levels. #Rhodium needs #catalyticconverter demand to create bubble pricing. #globalemissions https://qz.com/1745204/maps-of-nitrous-oxide-emissions-a-potent-greenhouse-gas/ https://qz.com/1745204/maps-of-nitrous-oxide-emissions-a-potent-greenhouse-gas/"
X Link 2020-12-12T06:58Z [----] followers, [--] engagements
"Hot off the press. My #rhodium benchmark #platreef $ivn.to Cutoff grade includes .14 g/T but thats a secondary metal like all rhodium deposits. Dont understand why Australia worse than South Africa for rhodium percentage. https://www.google.com/amp/s/finance.yahoo.com/amphtml/news/ivanhoe-mines-files-ni-43-181600586.html https://www.google.com/amp/s/finance.yahoo.com/amphtml/news/ivanhoe-mines-files-ni-43-181600586.html"
X Link 2020-12-12T07:22Z [----] followers, [--] engagements
"$ivn.to #platreef #pitgeometry"
X Link 2020-12-12T07:31Z [----] followers, [--] engagements
"Well this research was a waste of time. Just convinced myself to buy more $ivn.to and $sbsw and Im already loaded to the gills. I like quality capex on balance sheet so DEFINTELY buying more Sibanye Stillwater. Would love to average down if market crashes https://www.sibanyestillwater.com/business/southern-africa/ https://www.sibanyestillwater.com/business/southern-africa/"
X Link 2020-12-12T07:42Z [----] followers, [--] engagements
"Ok this is a massive 🚩 for Polyus but Im so not selling my shares in this Dutch auction. Kind of hate this stock but its got everything I want apart from #management and #Russia risk. $opygy https://m.marketscreener.com/quote/stock/POLYUS-6498895/news/Polyus-Board-of-Directors-approves-programme-to-purchase-shares-31853697/ https://m.marketscreener.com/quote/stock/POLYUS-6498895/news/Polyus-Board-of-Directors-approves-programme-to-purchase-shares-31853697/"
X Link 2020-12-16T12:49Z [----] followers, [--] engagements
"Finally positive in my wheat trade. Not rolling into silver because my commodity account is for hedging not speculation right now. If silver goes above [----] all hell might break lose today. Long #KWon as a dollar hedge too. And loaded to the gills on real assets"
X Link 2020-12-18T13:13Z [----] followers, [--] engagements
"Is this a real market risk That fireball in West Virginia looked far more like a UFO hit by a DEW than a surveillance balloon on fire. https://t.co/ERlYK7WfRf https://t.co/ERlYK7WfRf"
X Link 2020-12-30T16:06Z [----] followers, [--] engagements
"AngloGold $au and Iamgold $iag sold their 82% stake in #Sadiola #Mali for $50M USD. $50M in deferred payments as well. Plus $15M in dividend pro rats to [--] former owners and Mali. Nice benchmark for African gold assets. https://www.kitco.com/news/2020-12-31/IAMGOLD-and-AngloGold-sold-their-interests-in-Sadiola-mine.html https://www.kitco.com/news/2020-12-31/IAMGOLD-and-AngloGold-sold-their-interests-in-Sadiola-mine.html"
X Link 2021-01-01T02:55Z [----] followers, [--] engagements
"Who Holds the $1.65 Trillion of Apartment Building Debt Taxpayers are on the hook for over 60%. The securitization of loans and sale to the government is great for banks a looming disaster for taxpayers. https://wolfstreet.com/2020/12/18/who-holds-the-1-65-trillion-of-apartment-building-debt-amid-eviction-bans-and-plunging-occupancy-rates-at-high-rises/ https://wolfstreet.com/2020/12/18/who-holds-the-1-65-trillion-of-apartment-building-debt-amid-eviction-bans-and-plunging-occupancy-rates-at-high-rises/"
X Link 2021-01-10T03:41Z [----] followers, [--] engagements
"Reminds me of a terrorist using a human shield. The banks tie their lots to bailed out homeowners. If you dont bail us out we collapse the entire home equity market. Now homeowners are stakeholders in failed banks. And both are stakeholders in failed currencies. This the the most ludicrous situation I have ever seen: Denmark offers homeowners 20-year loans at a fixed interest rate of zero https://t.co/uyl1LxzejA This the the most ludicrous situation I have ever seen: Denmark offers homeowners 20-year loans at a fixed interest rate of zero https://t.co/uyl1LxzejA"
X Link 2021-01-14T09:15Z [----] followers, [--] engagements
"Good price volume $nsr.to $lgo.to $su.to $ivn.to $cia.to $lac $vipr.v $novr.to $me.to"
X Link 2021-01-14T15:49Z [----] followers, [--] engagements
"Guess that Im rolling with Barclays $lyc.ax $ree.ax #RareEarths"
X Link 2021-01-15T10:28Z [----] followers, [--] engagements
"Should be a good week for rare earth stocks next week. And a bad week for Japanese and American tech companies that are wholly dependent on China for supply chains. $lyc.ax $tmrc #USARareEarth (private) $gwg.v $ree.ax $alk.ax $aru.ax $pek.ax https://asia.nikkei.com/Business/Markets/Commodities/China-tightens-rare-earth-regulations-policing-entire-supply-chain https://asia.nikkei.com/Business/Markets/Commodities/China-tightens-rare-earth-regulations-policing-entire-supply-chain"
X Link 2021-01-16T05:28Z [----] followers, [--] engagements
"Bought the car park next to the Geghard Monastery in Armenia. Almost spent entire Earth2 budget now. #Armenia"
X Link 2021-01-17T15:59Z [----] followers, [--] engagements
"Crap drills $leg $leg.ax"
X Link 2021-01-17T21:55Z [----] followers, [--] engagements
"Good price volume #vr8 $eur.ax $avl.ax $eur.ax #4ce $aut.ax $qpm.ax $vul.ax $lrs.ax $lit.ax $alk.ax $ilu.ax $gln.ax"
X Link 2021-01-18T23:58Z [----] followers, [--] engagements
"$lyc.ax $lyc Contract for US #ree facility"
X Link 2021-01-21T22:35Z [----] followers, [--] engagements
"@longhorncapital You front ran me at the open on $lyc.ax lol"
X Link 2021-01-22T04:48Z [----] followers, [--] engagements
"Going through the $tmrc investor report. Can we all agree that its all about the #neodymium Even Im not tracking some of these elements like #Cerium #RareEarths $lyc $lyc.ax"
X Link 2021-01-22T06:18Z [----] followers, [--] engagements
"@fisionandome @TornikeLaghidze @chamath Holy crap that makes Lynas look cheap $lyc $lyc.ax Im starting to like defense Metals more. $defn.v"
X Link 2021-01-24T00:01Z [----] followers, [--] engagements
"what someone knows is that China can whipsaw the whole iPhone economy just by cutting off exports of #neodymium. Just a hypothesis though. Ive got nothing but a thorough knowledge of #SunTzu to back up my hypothesis. #REE $lyc.ax $mp $vml.ax $ree.ax $defn.v They're tripping over each other to BUY REE stocks. The space is acting like some big news is going to drop out of the US. somebody knows something. They're tripping over each other to BUY REE stocks. The space is acting like some big news is going to drop out of the US. somebody knows something"
X Link 2021-01-24T02:45Z [----] followers, [--] engagements
"I said that I would try to come up with a resource estimate for #Kaukau and #Julimar. Well it is beyond my capabilities. I will say that the quality of deposits is similar to #Platreef with regard to grade and strike length. $chn.ax $pdm.v $ivn.to https://www.kitco.com/news/2021-01-29/Chalice-Mining-advances-maiden-resource.html https://www.kitco.com/news/2021-01-29/Chalice-Mining-advances-maiden-resource.html"
X Link 2021-01-31T14:49Z [----] followers, [--] engagements
"July [----] $ivn.to starts minting money https://www.newsfilecorp.com/release/73275/KamoaKakula-Copper-mines-300000-tonnes-of-ore-in-January-grading-5.45-copper-including-82000-tonnes-grading-8.80-copper-from-the-highgrade-centre-of-the-Kakula-Mine https://www.newsfilecorp.com/release/73275/KamoaKakula-Copper-mines-300000-tonnes-of-ore-in-January-grading-5.45-copper-including-82000-tonnes-grading-8.80-copper-from-the-highgrade-centre-of-the-Kakula-Mine"
X Link 2021-02-01T13:05Z [----] followers, [--] engagements
"$ame $ame.ax with drill results on step outs. Not moving the needle"
X Link 2021-02-04T22:47Z [----] followers, [--] engagements
"Im the first follower. I like #potash $dav $dav.ax @GlenGoulds likes it. Hes usually right. Via @proactive_au @copytaster: $DAV MD Chris Gilchrist says the company will be far from news 'light' in the coming twelve months following an oversubscribed placing and strong UK shareholder support. #Potash Full interview at: https://t.co/3XPnPjB0g2 https://t.co/pbdaAN6QwP Via @proactive_au @copytaster: $DAV MD Chris Gilchrist says the company will be far from news 'light' in the coming twelve months following an oversubscribed placing and strong UK shareholder support. #Potash Full interview at:"
X Link 2021-02-05T00:20Z [----] followers, [--] engagements
"$ess $ess.ax Farm in agreement with private Crest Capital for nickel earn in rights. 750k annual exploration expenses"
X Link 2021-02-08T21:55Z [----] followers, [--] engagements
"$ivn.to with [---] km of strike. One of best copper projects in the world. https://www.newsfilecorp.com/release/74122/Ivanhoe-Mines-Plans-Expansive-2021-Copper-Exploration-Program-on-Its-100Owned-Western-Foreland-Licences-Adjacent-to-KamoaKakula-Copper-Mine @GrantMBeasley https://t.co/eLFPuoKtHK https://www.newsfilecorp.com/release/74122/Ivanhoe-Mines-Plans-Expansive-2021-Copper-Exploration-Program-on-Its-100Owned-Western-Foreland-Licences-Adjacent-to-KamoaKakula-Copper-Mine @GrantMBeasley https://t.co/eLFPuoKtHK"
X Link 2021-02-10T13:46Z [----] followers, [--] engagements
"@cintsxv How do you like my rare earth portfolio $lyc.ax $ixr.ax $pre.l $ree.ax $defn.v $api.cn $uuuu I guess $ggau.v also"
X Link 2021-02-14T16:10Z [----] followers, [--] engagements
"@Bernie_Kreft @minarchis1 Natasha decided pipelines are the new bonds so she has quite a lot of $pba. So do I. I have quite a lot of $su $cve since can buy on margin. Ive got $ath.to for oil and $ar for gas right now. In Oz $sto.ax for LNG and $rog.ax $mel.ax for spec. Buying some Tullow too. $tlw.l"
X Link 2021-02-15T19:47Z [----] followers, [--] engagements
"Just a reminder of what $copx holds $glncy $fcx $gmbxf $cs.to $ivn.to $zijmf $fm.to $bdnny $vedl $anto.l $lun.to $ozl.ax $kaz.l $scco $hbm.to $jixay $kghpf #copper"
X Link 2021-02-19T21:54Z [----] followers, [--] engagements
"In first [--] quarters [----] RMB80.306bn of rev up 140% yoy; RMB5.870bn of EBITDA up 5% yoy; RMB1.610bn net profit attributable to parent company up 29% yoy; RMB9.660bn of net cash flow from operating activities up 589% yoy; and RMB1.648bn of capital expenditure. 21.6B shares"
X Link 2021-02-28T16:22Z [----] followers, [--] engagements
"Strong stocks $aou.ax $lex.ax $slz.ax $rxl.ax $man.ax $sto.ax $AOU bounce $AOU bounce"
X Link 2021-03-05T03:02Z [----] followers, [--] engagements
"Lantern East looks like a bust for Galileo. Source of EM conductor is iron. $gal $gal.ax"
X Link 2021-03-07T21:51Z [----] followers, [--] engagements
"Cohiba with some low grade copper in one hole and a duster in the other. Looking ugly. $chk $chk.ax"
X Link 2021-03-10T03:30Z [----] followers, [--] engagements
"$ivn.to getting hammered down 7% on announcement of debt financing Ivanhoe Mines Announces Offering of US$500 Million Convertible Senior Notes - Junior Mining Network $IVN.TO https://t.co/baDVE19i5i Ivanhoe Mines Announces Offering of US$500 Million Convertible Senior Notes - Junior Mining Network $IVN.TO https://t.co/baDVE19i5i"
X Link 2021-03-11T14:40Z [----] followers, [--] engagements
"Terms out for the Ivanhoe notes. Can I get some of those I would have preferred just issuing debt rather than saving on the coupon with a convertible but oh well. $ivn.to Ivanhoe Mines Announces Pricing of US$500 Million Convertible Senior Notes Offering - Junior Mining Network $IVN.TO https://t.co/ZEH7kSay1U Ivanhoe Mines Announces Pricing of US$500 Million Convertible Senior Notes Offering - Junior Mining Network $IVN.TO https://t.co/ZEH7kSay1U"
X Link 2021-03-12T06:20Z [----] followers, [--] engagements
"Wasnt expecting that. $slb #lithium Schlumberger the worlds biggest oilfield services company to build lithium extraction plant in Nevada https://t.co/wy8us20vOg Schlumberger the worlds biggest oilfield services company to build lithium extraction plant in Nevada https://t.co/wy8us20vOg"
X Link 2021-03-18T18:40Z [----] followers, [--] engagements
"Dont sleep on Azimut $azm.v if #Nunavik is heating up @cintsxv @SamsonLi7 https://t.co/VlNIb1NnSD @cintsxv @SamsonLi7 https://t.co/VlNIb1NnSD"
X Link 2021-04-06T14:50Z [----] followers, [--] engagements
"I did not know that Australian Potash had a nickel project. $apc $apc.ax"
X Link 2021-04-08T23:32Z [----] followers, [--] engagements
"AngloGold waives rights on Tropicana sale. Transaction between IGO (which now has a bucket of cash) and Regis to proceed. $rrl $rrl.ax $igo $igo.ax $au"
X Link 2021-04-21T23:25Z [----] followers, [--] engagements
"At least Lynas actually separating Nd (neodymium) and Pr (praseodymium) now. People forget that we need 100% of world annual NdPr supply for every 30M EVs from what I have heard. #REE $lyc.ax Not that Im buying Lynas here but not selling either. China's Rare Earth Monopoly China mines 70% of the worlds rare earths resources China refines 80% of the worlds RE mixed oxides China Separates 90% of the worlds elemental oxides China produces or controls close to 100% of new RE base metals (where 95% of the value is) China's Rare Earth Monopoly China mines 70% of the worlds rare earths resources"
X Link 2021-04-22T21:22Z [----] followers, [--] engagements
"Stavely $svy $svy.ax extends strike length with some nice intercepts. 26.4m at 1.17% Cu .17 g/t Au and [---] g/t Ag. Another 13m at 1.54% Cu [---] g/t Au and [---] g/t Ag"
X Link 2021-05-03T23:04Z [----] followers, [--] engagements
"If you havent noticed the risk profile in Chile has gone up. Is your copper in Canada or Australia because if it is it is a lot safer"
X Link 2021-05-07T13:42Z [----] followers, [--] engagements
"In honor of Centerra $cg.to dumping waste rock on glaciers I am studying site reclamation & what is necessary for mining companies to act responsibly. Acid rock drainage is not a subject that I know much about as I thought tailings were the biggest issue. https://www.sgu.se/en/geointro/lecture-5-sulphide-minerals-and-acid-rock-drainage/ https://www.sgu.se/en/geointro/lecture-5-sulphide-minerals-and-acid-rock-drainage/"
X Link 2021-05-08T04:45Z [----] followers, [--] engagements
"One interesting example is the Zortman Landusky mine in Montana. Shut down in [----] the operators bond didnt cover cleanup. 77M later the problems continue. Hecla $hl CEO Phillips Baker Jr. was once an executive with Pegasus Gold the owner. https://www.google.com/amp/s/amp.greatfallstribune.com/amp/1292506002 https://www.google.com/amp/s/amp.greatfallstribune.com/amp/1292506002"
X Link 2021-05-08T05:00Z [----] followers, [--] engagements
"Just going through 321gold articles & there is literally nothing that would help you to make money. It is becoming clear to me that most mining news services main function is to get buyers into illiquid names where the writer has a vested interest. $nvo http://www.321gold.com/archives/archive.phpdate=012021 http://www.321gold.com/archives/archive.phpdate=012021"
X Link 2021-05-08T22:29Z [----] followers, [--] engagements
"$jdr $jdr.ax I like it"
X Link 2021-05-10T23:49Z [----] followers, [--] engagements
"Interesting development in lithium from Eramet. $ermay $era.p Is this a game changer in #lithium @GroupeEramet can ease supply fears https://t.co/fLukCEEKru Is this a game changer in #lithium @GroupeEramet can ease supply fears https://t.co/fLukCEEKru"
X Link 2021-05-15T20:33Z [----] followers, [--] engagements
"Now is the chance to beat China at their game. The USA should fund the Inga Dams and set up a battery hub in DRC like China is doing in Indonesia. Its time to take a page out of the Cold War playbook and compete for loyalty from developing nations. https://www.rechargenews.com/transition/worlds-largest-hydro-dam-could-send-cheap-green-hydrogen-from-congo-to-germany/2-1-871059 China has been trying to cash in on Congos Cobalt reserves but its new President has shown Xi Jinping the door #China now stares at the prospect of being booted out of #Congo as #FelixTshisekedi has said that he has had"
X Link 2021-05-28T13:10Z [----] followers, [--] engagements
"Ivanhoe statement is interesting. They say that they will build a smelter if that is necessary. $ivn.to https://www.newsfilecorp.com/release/85649/Ivanhoe-Mines-Responds-to-Media-Reports-Regarding-Copper-Concentrate-Exports-from-the-Democratic-Republic-of-Congo https://www.newsfilecorp.com/release/85649/Ivanhoe-Mines-Responds-to-Media-Reports-Regarding-Copper-Concentrate-Exports-from-the-Democratic-Republic-of-Congo"
X Link 2021-05-28T13:14Z [----] followers, [--] engagements
"Watching this like a hawk. Drilling to commence. Mandrake $man $man.ax #Julimar #pgm"
X Link 2021-05-30T23:22Z [----] followers, [--] engagements
"First fatality at Kamoa Kakula. A rock fell on a contractor underground. Fell and banged his head. Praying for the family of the worker. Hopefully not indicative of any larger issue or negligence. $ivn.to https://www.kitco.com/news/2021-06-04/Ivanhoe-Mines-reports-fatality-at-Kamoa-Kakula.html https://www.kitco.com/news/2021-06-04/Ivanhoe-Mines-reports-fatality-at-Kamoa-Kakula.html"
X Link 2021-06-07T12:49Z [----] followers, [--] engagements
"Mandrake to commence drilling at Newleyine. Should take [--] weeks. Might get some core pics sooner. $man $man.ax"
X Link 2021-06-15T23:31Z [----] followers, [--] engagements
"Doesnt look too significant to me $gml $gml.ax 7m at [--] g/t from 84m"
X Link 2021-07-06T23:44Z [----] followers, [--] engagements
"@SamsonLi7 Got any good rare earth picks Most projects so far away from meaningful cash flow that Im nervous about most except $lyc.ax $uuuu I want to average down in $lem.v on a starter but Norra Karr is a mess. https://www.google.com/amp/s/finance.yahoo.com/amphtml/news/leading-edge-materials-appeals-norra-201500295.html https://www.google.com/amp/s/finance.yahoo.com/amphtml/news/leading-edge-materials-appeals-norra-201500295.html"
X Link 2021-07-07T05:01Z [----] followers, [--] engagements
"More disappointing results from Kairos. 8m @ [----] Au 4m [---] Au 4m [---] Black Cat sulphides even worse. Not looking like the next Hemi. 20m .42% Zn #nearology $kai $kai.ax"
X Link 2021-07-12T23:51Z [----] followers, [--] engagements
"Mandrake $man $man.ax getting hammered in follow up trading from yesterdays announcement. Down 20%. Was 25c on 7/1. Now 11c"
X Link 2021-07-15T00:49Z [----] followers, [--] engagements
"@GrantMBeasley Grabbed some $ivn.to $fm.to"
X Link 2021-07-16T19:55Z [----] followers, [--] engagements
"Some Confucian wisdom for the Fed. Raise interest rates now and let the zombies die or full Weimar. "When heaven sends trouble there is always a means of escaping it but a man's own folly is something from which he rarely escapes." Book of Documents - Reformation of Tai-Kia"
X Link 2021-07-19T15:41Z [----] followers, [--] engagements
"Im not enough of an #REE expert to have an opinion but Lynas $lyc $lyc.ax just completed 1km diamond drill hole under Mt Weld saprolite open pit operation. Definitely plenty of mineralization at depth. Question is how much @cintsxv Assays back in November"
X Link 2021-08-01T23:07Z [----] followers, [--] engagements
"Watching the Lynas $lyc $lyc.ax presentation now. I am not impressed with their ability to ramp up production at Kalgoorlie which only has one kiln for roasting. Given the high valuation its just a #hold for me. Im not enough of an #REE expert to have an opinion but Lynas $lyc $lyc.ax just completed 1km diamond drill hole under Mt Weld saprolite open pit operation. Definitely plenty of mineralization at depth. Question is how much @cintsxv Assays back in November. https://t.co/loVvZzXqTe Im not enough of an #REE expert to have an opinion but Lynas $lyc $lyc.ax just completed 1km diamond drill"
X Link 2021-08-02T03:45Z [----] followers, [--] engagements
"Im assuming 30k #nickel by [----] $ermay $bdnny $nilsy $wsa.ax $igo.ax $pan.ax $vale #nickel inventories declining. Source:Scotia https://t.co/uvKfUnU9iq #nickel inventories declining. Source:Scotia https://t.co/uvKfUnU9iq"
X Link 2021-09-08T14:53Z [----] followers, [--] engagements
"@stolen_hours @SpecInsights That was one example. We have Google Nvidia Advanced Micro Cisco Microstrategy Synopsys Adobe Applied Materials and Apple. Pretty much anyone on NASDAQ"
X Link 2021-09-19T00:22Z [----] followers, [--] engagements
"@StocksCross $nhpef $whitf looking solid for #coal $whc $whc.ax $nhc $nhc.ax @WhitehavenCoal #NewHopeCorporation"
X Link 2021-10-06T02:17Z [----] followers, [--] engagements
"So is $bhp buying $ivn.to or am I being an idiot Seems like the too obvious world class copper project in Congo. Ivanhoe Mines Responds to Western Foreland Media Report - Junior Mining Network $IVN.TO https://t.co/rwXfZ55hN4 Ivanhoe Mines Responds to Western Foreland Media Report - Junior Mining Network $IVN.TO https://t.co/rwXfZ55hN4"
X Link 2021-10-06T04:39Z [----] followers, [--] engagements
"Slapping a [-----] target next week on Ivanhoe $ivn $ivn.to #copper Im buying in quantity below that level"
X Link 2021-10-18T03:19Z [----] followers, [--] engagements
"Lynas $lyc $lyc.ax with an ugly quarter. Production impacted by Covid. At least prices are up. Looks like a negative cash flow quarter though"
X Link 2021-10-21T22:30Z [----] followers, [--] engagements
"Im surprised to see Dacian $dcn $dcn.ax up 10% on nothing too exciting. 14.7m at [---] g/t Au from 468m We are talking about a 200M MC pre announcement"
X Link 2021-10-25T00:00Z [----] followers, [--] engagements
"@TheGruvfyllo Call me boring but Im mostly overweight Canadian producers. $cve $su $tou.to $cnq Like woodside for unhedged natty. $wpl.ax"
X Link 2021-10-31T20:56Z [----] followers, [--] engagements
"First that I have heard about this #CopperMark certification for copper mines. Tough to get ESG credit when you mine coal but $teck likely to spin out those assets (which I think is a bad idea). https://www.kitco.com/news/2021-11-03/Teck-commits-to-Copper-Mark-selects-Highland-Valley-for-responsible-production-assessment.html https://www.kitco.com/news/2021-11-03/Teck-commits-to-Copper-Mark-selects-Highland-Valley-for-responsible-production-assessment.html"
X Link 2021-11-03T20:11Z [----] followers, [--] engagements
"Looks like quite a few companies already part of #CopperMark. $fcx $bhp $rtp $kghpf $anto.l https://coppermark.org/participants-home/participants/ https://coppermark.org/participants-home/participants/"
X Link 2021-11-03T20:17Z [----] followers, [--] engagements
"Orion Minerals $orn $orn.ax drilling Hook prospect in Fraser Range with $igo $igo.ax Project is 16km from Legend $leg $leg.ax #Mawson project. Adding to #watchlist #nickel"
X Link 2021-11-14T23:50Z [----] followers, [--] engagements
"@nicholasavery Im long $rio.v but #chile risk and low liquidity prevent me from swinging for the fences on their 5M ounces. Winds of #lithium nationalization are beginning to cause damage to $SQM and $ALB. See the free-fall of their stocks since the candidate of the leftist coalition started to gain political support for the second round of the national elections in #Chile. https://t.co/q8XMBzcHtK Winds of #lithium nationalization are beginning to cause damage to $SQM and $ALB. See the free-fall of their stocks since the candidate of the leftist coalition started to gain political support for"
X Link 2021-12-05T19:35Z [----] followers, [--] engagements
"Not easy to make 7% in one day with a diversified portfolio. #oil #copper #lithium #nickel kicking butt for me but also had some otc stocks that were marked below market on illiquid trades and traded up today. Up 4% in my Oz account too. Guess Im in the right stocks"
X Link 2022-01-13T04:44Z [----] followers, [--] engagements
"2022 production guidance of between [------] to [------] tonnes of copper in concentrate. About 11.5B USD MC. Its what I would buy if I was Barrick. $ivn.to Ivanhoe Mines Provides [----] Production and Cost Guidance for Kamoa-Kakula Copper Complex - Junior Mining Network $IVN.TO https://t.co/y18Wfd0qLo Ivanhoe Mines Provides [----] Production and Cost Guidance for Kamoa-Kakula Copper Complex - Junior Mining Network $IVN.TO https://t.co/y18Wfd0qLo"
X Link 2022-01-13T05:50Z [----] followers, [--] engagements
"@Hannah_Bananaz @bearbear281 @Apocrypha2020 Rio Tinto has a controlling stake in what is now Turquoise Hill. They have zero equity in $ivn.to. https://en.m.wikipedia.org/wiki/Turquoise_Hill_Resources https://en.m.wikipedia.org/wiki/Turquoise_Hill_Resources"
X Link 2022-01-14T21:24Z [----] followers, [--] engagements
"If you are long Brazil stocks you better be paying attention to this election. $vale $nexa"
X Link 2022-01-26T19:31Z [----] followers, [--] engagements
"Bad news for Nova and Antofagasta. Minnesota is not a safe jurisdiction. #copper #nickel $novr.v $anto.l https://www.newswire.ca/news-releases/nova-royalty-completes-acquisition-of-royalty-on-antofagasta-s-twin-metals-project-in-minnesota-845226823.html BREAKING: The Biden Administration just announced that it has canceled the two Twin Metals leases for sulfide-ore copper mining next to the Boundary Waters Canoe Area a huge and critical step for protecting Americas most popular Wilderness Learn more: https://t.co/Pic0NqRpW3 https://t.co/7V4cxVdxbQ"
X Link 2022-01-27T02:55Z [----] followers, [--] engagements
"Odin $odm $odm.ax with some decent results. 11m at 1.9% #copper near surface amongst intervals"
X Link 2022-02-07T23:02Z [----] followers, [--] engagements
"Coal companies looking very strong of late with good money flows into the equities. $ter $ter.ax up to .29 now. Still extremely cheap for the cash flow. At 230/t their margins are 140/t. Forecast production 575kt. You do the math for [--] quarter"
X Link 2022-02-09T23:56Z [----] followers, [--] engagements
"Still value here. $pbr breaking out above key resistance. #oil if you are not long you are short energy. $PBR delivered strong operational results showing the new level of profitability achieved over the years. As a result the annual 20% div. yield discussed in our post about $PBR looks achievable (ex-divestments). Looking at op. figures 4-7% div. yield per quarter sounds likely $PBR delivered strong operational results showing the new level of profitability achieved over the years. As a result the annual 20% div. yield discussed in our post about $PBR looks achievable (ex-divestments)."
X Link 2022-02-11T19:26Z [----] followers, [--] engagements
"@DollarCostAvg Only 1.5m from 100m. Just a narrow vein underground interval. I cant get too excited with silver this cheap"
X Link 2022-02-17T06:31Z [----] followers, [--] engagements
"@TwinTurboCe1ica Im in baggy town on $nilsy and just sitting on my hands at this point. Old me would have averaged down"
X Link 2022-03-01T04:13Z [----] followers, [--] engagements
"@GoldMaxi99 I will average down in $nilsy the day Russia and Ukraine sign a peace agreement. Until then Im buying $glncy $vale"
X Link 2022-03-07T13:35Z [----] followers, [--] engagements
"Australian Vanadium out with initial drill results from Coates. Basically nothing from RC drilling. Some notes on sulphide from DD drilling but assays still pending. Real mineralization found in DD hole with chalcopyrite but the intervals are too narrow. $avl $avl.ax #watchlist"
X Link 2022-09-14T23:52Z [----] followers, [--] engagements
"Yikes. British Pound looks like the Sri Lankan Rupee. This isnt a shitcoin. Its the British Pound. https://t.co/dScog60C59 This isnt a shitcoin. Its the British Pound. https://t.co/dScog60C59"
X Link 2022-09-26T02:32Z [----] followers, [--] engagements
"@LodestarASX $lsr $lsr.ax and Auroch $aou $aou.ax trading well on #lithium announcement from Nepean. Both hammered down on disappointing #nickel results. $LSR JV $AOU #Nepean Update: ✅Drilling intercepted high grade #lithium w/in spodumene-bearing pegmatite ✅Assays returned exceptional lithium down-hole grades: 6m @ 1.38% Li2O from 198m including 2m @ 3.26% Li2O from 198m (NPRC084) https://t.co/8dHWpEqlAa @Auroch_Minerals https://t.co/Qqr50GzhOZ $LSR JV $AOU #Nepean Update: ✅Drilling intercepted high grade #lithium w/in spodumene-bearing pegmatite ✅Assays returned exceptional lithium"
X Link 2022-11-24T02:24Z [----] followers, [--] engagements
"Greenstone $gsr $gsr.ax found a nice nugget at their drilling at Burbanks North. Doesnt look to have much continuity based upon the cross section. Brownfields site with high grade production so good enough to get on my #watchlist 1m @ [---] g/T Au from 90m"
X Link 2022-11-30T22:44Z [----] followers, [--] engagements
"Nice recovery by Peruvian Sol. You dont see a recovery like this too often when a President dissolves Congress. Markets would love Castillo gone. I can think of a few Peru plays that would benefit. $nexa is an obvious one. #zinc https://www.mining.com/nexa-resources-halts-peruvian-zinc-mine-due-to-blockade/ El Banco Central del Per es independiente por Constitucin Nacional y por eso su moneda no se ve afectada por sus crisis polticas. En el ltimo ao el Sol le gan al Dlar. https://t.co/bzBULW0mVz https://www.mining.com/nexa-resources-halts-peruvian-zinc-mine-due-to-blockade/ El Banco Central"
X Link 2022-12-07T19:42Z [----] followers, [--] engagements
"Castillo now arrested. That escalated quickly. BREAKING: Former Peruvian President Pedro Castillo have been detained and taken into custody after trying to do an auto-coup. News Reports. https://t.co/75ZDOMQ2Bu BREAKING: Former Peruvian President Pedro Castillo have been detained and taken into custody after trying to do an auto-coup. News Reports. https://t.co/75ZDOMQ2Bu"
X Link 2022-12-07T19:53Z [----] followers, [--] engagements
"@MinerDeck Probably $teck or $ivn.to. But lots of political risk in copper producers so maybe $copx"
X Link 2023-01-25T23:27Z [----] followers, [----] engagements
"I just cant get myself to like these Tanzanian uranium projects. Maybe if uranium was $200/lb. But it isnt so I will just keep buying $sruuf because all the marginal project measure their ore with parts per million uranium not percentage. $akn $akn.ax $AKN AuKing Mining sees uranium and copper opportunities in Tanzanian acquisition; shares up 38% https://t.co/yEceb8uhaf @AuKingMining1 #AKN #ASX #ASXNews $AKN AuKing Mining sees uranium and copper opportunities in Tanzanian acquisition; shares up 38% https://t.co/yEceb8uhaf @AuKingMining1 #AKN #ASX #ASXNews"
X Link 2023-01-31T00:39Z [----] followers, [----] engagements
"Some absolutely beautiful core samples from $lgm $lgm.ax but its trading like a cap raise is coming. $LGM #Bauloora Remember the last junior with an epithermal prospect in NSW .$LDR and its rocket ride this should be interesting https://t.co/8T88mk8ZHz $LGM #Bauloora Remember the last junior with an epithermal prospect in NSW .$LDR and its rocket ride this should be interesting https://t.co/8T88mk8ZHz"
X Link 2023-02-14T23:42Z [----] followers, [----] engagements
"Koba $kob $kob.ax raising AUD 4M at .15 with 1/4 warrant at .30. I have a #starter heading into drilling. Might add. They have [--] projects including a James Bay project. MC about 15M AUD post raise"
X Link 2023-02-22T22:56Z [----] followers, [----] engagements
"When is the offer for $pmet.v $pmt.ax coming from $alb $rtp $bhp or $tsla because Corvette looks like the best hard rock #lithium project in the world. 83m of 3.1% Li from 222m is pretty darn good"
X Link 2023-03-29T21:34Z [----] followers, [----] engagements
"There goes another nickel producer. Wyloo has acquired a controlling interest. $mcr $mcr.ax @MincorRes_ I must say that management really made a pigs ear out of the restart with the hedging"
X Link 2023-04-23T23:30Z [----] followers, [----] engagements
"Pretty nice result for @AltoMetalsLtd. 3m at [----] gpt Au is the best result yet at Indomitable. $ame $ame.ax Looking to average down today"
X Link 2023-05-01T23:35Z [----] followers, [----] engagements
"If Barrick $gold is going to put their cash to use whom will they buy Id prefer for them to focus on Africa and Nevada but I doubt that happens. $tud.v $kgc $fcx https://www.barrick.com/English/news/news-details/2023/q1-2023-results/default.aspx Tudor Kinross Other (comment below) Freeport McMoran https://www.barrick.com/English/news/news-details/2023/q1-2023-results/default.aspx Tudor Kinross Other (comment below) Freeport McMoran"
X Link 2023-05-08T18:27Z [----] followers, [---] engagements
"At least AI picked one commodity stock $alb #lithium"
X Link 2023-05-16T14:15Z [----] followers, [--] engagements
"@AltoMetalsLtd $ame $ame.ax wants to make sure that everyone knows that they have pegmatite outcrop (untested) as well as a gold resource of 832k oz Au suitable for open pit. #long"
X Link 2023-05-31T00:19Z [----] followers, [---] engagements
"@cintsxv Lol. At least Im experienced enough to avoid $tmin like the plague. Just look at management. A history of doing nothing but lose money for shareholders"
X Link 2023-06-02T01:39Z [----] followers, [---] engagements
"Takeover or takeunder bid for Musgrave $mgv $mgv.ax Stock trading at a premium as additional bids are likely. More M&A activity in the #gold sector. @LimitedWestgold $WGX makes $177.3m bid for @Musgrave_Min $MGV "Westgold's view is that Musgrave's plan to construct a new small processing plant within close trucking distance of two established larger processing plants is ambitious." https://t.co/UAGheE82t6 More M&A activity in the #gold sector. @LimitedWestgold $WGX makes $177.3m bid for @Musgrave_Min $MGV "Westgold's view is that Musgrave's plan to construct a new small processing plant"
X Link 2023-06-07T16:45Z [----] followers, [---] engagements
"Looks like Panoramic to shut down for 4-6 weeks because on issue with a crusher at processing plant which needs replacement. Wont make their annual product guidance or costs because of this. Tough game mining. #nickel $pan $pan.ax #long but not buying the dip"
X Link 2023-06-13T23:42Z [----] followers, [---] engagements
"@MstrSandhu Hes probably trying to get me to pull my GTC offer so it looks like there are no sellers"
X Link 2023-06-22T19:15Z [----] followers, [--] engagements
"Ive been moving into tbills because of problems with commercial real estate investments. But chart of @BarrickGold $gold sums up why sentiment is so dismal in mining sector. Gold above $2000 & cant even sniff a breakout. If it wasnt for $pmet $ccj Id be in big trouble"
X Link 2023-10-30T22:19Z [----] followers, [---] engagements
"$2200 seems like it could occur tomorrow on a sniff of escalation in Middle East. Its a good time to be #long gold and Im currently adding to my position. With both uranium and gold I prefer to hold the underlying commodity to the producers. That could change on a breakout"
X Link 2023-12-03T22:04Z [----] followers, [----] engagements
"@SamsonLi7 Yeah Ive made it through round [--] of bidenomics fun. Ive raised capital to deal with problem real estate investment. Tenant has $70M sales barely 1% rent coverage & still might close because of shoplifting. I now have enough in 3M treasuries to pay loan after selling my biz"
X Link 2023-12-03T22:34Z [----] followers, [---] engagements
"These LNG exports would go to allies and help them to lower their carbon footprint. In many cases the natural gas plants that use these exports would be replacing coal plants. As well as providing energy to European nations replacing Russian supplies"
X Link 2024-02-05T20:57Z [----] followers, [---] engagements
"Fed is conducting a class on how to print money & minimize effects on CPI. But victim of this policy is working poor whose job no longer pays enough to survive. Border policy has created new subsidized worker to fill jobs. All employment gains are for immigrants since 2018"
X Link 2024-03-09T04:06Z [----] followers, [---] engagements
"@GravyHound12 @cintsxv Thats what all the minority shareholders want. Management doesnt care"
X Link 2024-03-11T19:53Z [----] followers, [--] engagements
"Why is Oracle up and not gold producers Here is a clue. One of the two has great operating margins & expanding demand. Id still prefer to own the underlying commodity rather than $gold $nem. Serious breakout in gold if we get above $2200. $phys $ORCL Congrats to Oracle for a stellar earnings report I had posted the trade at $115 👀 I had a small position compared to the things that went down today lol 🤦♂. But happy for my position and the company Not financial advice P.s. guess which part of their business was https://t.co/dT0R5Yp8wI $ORCL Congrats to Oracle for a stellar earnings report I"
X Link 2024-03-11T20:59Z [----] followers, [---] engagements
"@Eagleresa Id rather take the wifey to Guinea than to Burkina Faso or Niger"
X Link 2024-03-21T22:41Z [----] followers, [---] engagements
"@Namzes_G Hard to have negative gdp growth with real inflation running at 10%. We have been in a recession for a while with gdp growth lower than inflation"
X Link 2024-03-29T04:54Z [----] followers, [--] engagements
"I have decided to sell my physical uranium & move all funds into $djt. The Fed will be cutting rates & nasdaq should go to infinity. Who needs uranium anyway Problems in Kazakhstan are overblown. Will be HoDL until our Presidents lockup is over and he liquidates position"
X Link 2024-04-01T14:55Z [----] followers, [---] engagements
"@cintsxv With the current volume I cant take that move seriously. They just did a financing at 2c with full [--] year 5c warrants"
X Link 2024-04-01T14:59Z [----] followers, [---] engagements
"@cintsxv @jessebday Why dont you like Newmont They have the largest copper reserves of the [--] after Newcrest acquisition. And they got a great price on Newcrest"
X Link 2024-04-05T16:33Z [----] followers, [---] engagements
"@cintsxv Is it a war premium or everyone knows that the Fed is trapped heading into election premium Everyone on Water Street knows that the Fed is going to monetize the Treasury auctions this year and cut rates before and after the election"
X Link 2024-04-05T23:52Z [----] followers, [---] engagements
"@cintsxv @FibSixOne8 I think Tel Aviv and Tehran going to war is what would really spook the markets. And the odds of that definitely went up last week"
X Link 2024-04-06T01:23Z [----] followers, [---] engagements
"There are 1.3B shares outstanding after Sabina acquisition. Options situation isnt bad especially as most of the options are out of the money since the stock tanked after the Sabina acquisition"
X Link 2024-04-07T18:52Z [----] followers, [---] engagements
"$cve is now my 2nd largest position. Mostly because my average price is $8. My oil stocks have done far better than my metals stocks. I am not selling a share in Canadian producers given the current global unrest. $su $cnq $tou.to Today $cve hit a 52-week high. I'm holding here. I think they'll have more upside when they confirm that they've hit there debt target sometime later this year. https://t.co/OxAxpP5Lkf Today $cve hit a 52-week high. I'm holding here. I think they'll have more upside when they confirm that they've hit there debt target sometime later this year. https://t.co/OxAxpP5Lkf"
X Link 2024-04-11T06:53Z [----] followers, [----] engagements
"Ugh I just got my tax bill for tomorrow. Guess I will be liquidating treasuries"
X Link 2024-04-14T23:09Z [----] followers, [---] engagements
"Congrats to holders. $bse.ax up 90% on acquisition by $uuuu #uranium Base has a mineral sands project in #kenya Base Resources ( $BSE $BSE.ax ) has released " Proposed combination with Energy Fuels " on Mon [--] Apr at 8:46 am AEST #Mining #UnitedStates #Mexico Learn about it https://t.co/Nz8rSN1JIt Base Resources ( $BSE $BSE.ax ) has released " Proposed combination with Energy Fuels " on Mon [--] Apr at 8:46 am AEST #Mining #UnitedStates #Mexico Learn about it https://t.co/Nz8rSN1JIt"
X Link 2024-04-22T04:14Z [----] followers, [----] engagements
"Im adding to my position in $uuuu. Someone more informed than I am mentioned it was the mineral sands project in #madagascar that they wanted in $bse.ax acquisition. Also its probably selling off because retail because retail ubugs only love uranium and hate everything else"
X Link 2024-04-22T16:00Z [----] followers, [----] engagements
"@Mark_IKN Equinox is now the Microstrategy of gold. Its basically a leveraged call on gold at $2000. Assuming there are no major issues at Greenstone. Beatty looks like a genius if gold moons and an idiot if gold falls"
X Link 2024-04-24T17:34Z [----] followers, [---] engagements
"Im selling $nem & buying $aem today. Im back to massively underweight @BarrickGold @NewmontCorp Newmont had two big red flags for me. 1) FCF is non existent 2) AISC is too high especially for copper Meanwhile $aem had a great quarter. Was nice trade but Im out in Newmont"
X Link 2024-04-26T17:48Z [----] followers, [---] engagements
"Cant decide whether to buy more $ermay or sell. They produce 25% of world manganese ore supply. Nice volume breakout on Friday as manganese prices are mooning on structural deficit. https://www.fastmarkets.com/insights/south32s-gemco-manganese-ore-unit-suspension-rewrites-demand-in-asia/ https://www.fastmarkets.com/insights/south32s-gemco-manganese-ore-unit-suspension-rewrites-demand-in-asia/"
X Link 2024-04-28T18:19Z [----] followers, [---] engagements
"Ardea $arl.ax is hitting my volume screens today. Its the one nickel position on which Im up. Mitsubishi & Sumitomo have agreed to a 50% partnership in a farm in agreement on DFS for Goongarrie Hub. #laterite"
X Link 2024-04-29T02:13Z [----] followers, [---] engagements
"Not a great report with Cobre Panama getting nationalized but at least they generate free cash flow. $fnv I think that they will continue to outperform $gdx going forward. Franco-Nevada Reports Q1 [----] Results $FNV.TO https://t.co/1jNNph4XRi Franco-Nevada Reports Q1 [----] Results $FNV.TO https://t.co/1jNNph4XRi"
X Link 2024-05-01T21:22Z [----] followers, [---] engagements
"@Yux_ My biggest red flag was that the royalty acquisition transactions arent of the quality that they were [--] years ago. Im not sold on stibnite. That project isnt going anywhere without government subsidies"
X Link 2024-05-01T21:35Z [----] followers, [---] engagements
"With Havieron being declared non-core by Newmont how low could you go $ggp.l My guess is $nem tries to sell 70% but no one bites at price. And they are forced to finish mine buildout. Its complicated because telfer also for sale and havieron needs telfer to process ore. https://t.co/WDGlYEYAwl "If an opportunity to consolidate ownership of Havieron were to arise we would be highly focused on delivering an accretive outcome for our existing shareholders with a view to delivering a world class Australian gold copper asset. #GGP @GreatlandGold https://t.co/WDGlYEYAwl "If an opportunity to"
X Link 2024-05-02T19:00Z [----] followers, [---] engagements
"Leo Lithium getting bought out of Mali project by Ganfeng at 43c per share. They have about 8c a share cash. Looks like they keep a 1.5% NSR. Stock still halted. $lll.ax"
X Link 2024-05-07T23:53Z [----] followers, [---] engagements
"You would think that with silver above $25 that these guys could deliver FCF. Wrong. Keno Hills looks like a disaster and the company just has too much debt. $hl Hecla Reports First Quarter [----] Results $HL https://t.co/w0ExKgbmNt Hecla Reports First Quarter [----] Results $HL https://t.co/w0ExKgbmNt"
X Link 2024-05-08T21:32Z [----] followers, [----] engagements
"Trafigura is looking to divert copper shipments to North America in order to cover CME copper short positions. That wont be easy. Maybe Roaring Kitty should be buying copper. Trafigura IXM caught in Comex copper short squeeze as prices hit record. #copper https://t.co/AHPvtBmYeO Trafigura IXM caught in Comex copper short squeeze as prices hit record. #copper https://t.co/AHPvtBmYeO"
X Link 2024-05-15T22:31Z [----] followers, [---] engagements
"On the bright side this makes acquisition by another company easier. Deposit remains Tier [--] and Ive already cashed out my basis with a tenfold gain. So Im not selling at 15$ never mind $5. Might buy more if it goes below $5. $pmet $pmt.ax My basis currently below 50c. #long Oof. $ALB Albemarle back out of making a deal with $PMET $PMT Patriot Battery Metals. Patriot spins this as a good thing: "we have determined it is in the best interests of shareholders to fully engage with other downstream companies." #Lithium https://t.co/Quu9LkErjq Oof. $ALB Albemarle back out of making a deal with"
X Link 2024-05-15T23:16Z [----] followers, [---] engagements
"Today Tenex declared force majeur and told utilities like Duke and Constellation that unless they get waivers that supplies get cut off in [--] days. My guess is that all the big utilities get waivers. https://www.ajot.com/news/biden-signs-ban-on-imports-of-russian-nuclear-reactor-fuel https://www.ajot.com/news/biden-signs-ban-on-imports-of-russian-nuclear-reactor-fuel"
X Link 2024-05-16T17:59Z [----] followers, [---] engagements
"@Nico879 @0xtorpid @dieworkwear @MunamWasi Tell Patek Philippe"
X Link 2024-05-16T21:55Z [----] followers, [---] engagements
"@FibSixOne8 I dont understand why people like this so much. Ive got Mexico closer to Sudan than Ghana on my jurisdiction list. Who needs to add a heavy dose of Mexico risk in an already risky gold play Is it the other assets Santana definitely does move my needle. https://mineraalamos.com/news/2024/minera-alamos-provides-update-on-cobre-4h-and-copper-assets/ https://mineraalamos.com/news/2024/minera-alamos-provides-update-on-cobre-4h-and-copper-assets/"
X Link 2024-05-16T22:44Z [----] followers, [--] engagements
"I own the #2 stock on Vancouver exchange. Up 100%. Unfortunately Im still down 90% (its a Sven special). Before you buy these juniors kids have an exit plan. Because if you buy in any quantity your exit plan is to pray for a discovery or ride it out to zero. $ply.v"
X Link 2024-05-17T17:19Z [----] followers, [---] engagements
"@goldnewb #2 price percentage gainers because it went from 1c to 2c. And Im not buying. Norway is a train wreck as a jurisdiction"
X Link 2024-05-17T20:52Z [----] followers, [--] engagements
"@James56487175 I had to average down today given the volume breakout. I hate riding with Crescat but Kliyul seems legit to me"
X Link 2024-05-17T21:03Z [----] followers, [---] engagements
"@cintsxv Lots of green across everyones screen. Lots of trading to analyze. Some large sellers liquidated in several names"
X Link 2024-05-17T21:05Z [----] followers, [--] engagements
"@billstenner7 @MrJohnnyRainman I never owned Seabridge for this reason. I use discounted cash flow models and they had no cash flow. But KSM is much better than Pebble. They seem serious about progressing KSM now. People want copper now but they want copper even more in [--] years. I dont see prices falling"
X Link 2024-05-19T17:26Z [----] followers, [--] engagements
"A reminder that the bull market in Gold is not over; its just beginning. Its just a matter of time before gold overtakes the dollar as a reserve currency if the USA chooses to continue monetizing its deficits. Gold has overtaken the euro in global international reserves People are scared to have cash more than ever https://t.co/A09WhjTaj0 Gold has overtaken the euro in global international reserves People are scared to have cash more than ever https://t.co/A09WhjTaj0"
X Link 2024-05-25T02:44Z [----] followers, [---] engagements
"I was starting to have trophy withdrawal symptoms. Been a rough few years for Manchester United. But the reds go marching on. No Manchester United fan can scroll past this pic without leaving a like for our starboys. Thank you for humbling Man City❤ https://t.co/ebJK2gKahL No Manchester United fan can scroll past this pic without leaving a like for our starboys. Thank you for humbling Man City❤ https://t.co/ebJK2gKahL"
X Link 2024-05-25T17:36Z [----] followers, [---] engagements
"No holiday in Australia. Ive been accumulating $cod.ax They have sedimentary copper/cobalt deposit & scoping study for open pit/underground. 306M AUD pre production capex. NPV is very leveraged to copper price. Over 1M tonnes of CuEq. MC about 30M AUD. @CodaMinerals"
X Link 2024-05-26T19:16Z [----] followers, [---] engagements
"I guess its good news for gold miners in Burkina Faso. Junta has no interest in killing the golden goose. $edv.to $btg $img.to $fvi.to $ore.to $ele.v Burkina Faso's military government has announced it will extend junta rule for another five years. https://t.co/Bg2oKuJv8t https://t.co/8e7WRgvK8I Burkina Faso's military government has announced it will extend junta rule for another five years. https://t.co/Bg2oKuJv8t https://t.co/8e7WRgvK8I"
X Link 2024-05-26T21:54Z [----] followers, [---] engagements
"Adriatic is passing the hat. Raising $50M USD at AUD [----]. $adt.ax Should have seen that coming #long"
X Link 2024-05-26T23:15Z [----] followers, [----] engagements
"@YellowLabLife I think that the bigger issue is that Orion is dumping 1/3 of their equity. Which means that management and one of the top investors thinks that the company is fully valued at [----]. Im going to avoid adding until after the [--] day lockup on Orion ends"
X Link 2024-05-27T01:03Z [----] followers, [---] engagements
"@Justin_K000 At least the market knows where the cash on the balance sheet will be spent. Its a nice setup for a starter position on a drilling prospect. I got some at open"
X Link 2024-05-27T02:08Z [----] followers, [--] engagements
"People think that the USA is a safe jurisdiction for mining but it really isnt. Are the Lundins aware of how the Center for Biological Diversity has killed Hermosa for South32 There are some jaguars nearby. Im not on Faraday Copper bandwagon $fdy.to https://fronterasdesk.org/content/1881297/environmental-group-pushes-back-against-newly-approved-drilling-sites-proposed https://fronterasdesk.org/content/1881297/environmental-group-pushes-back-against-newly-approved-drilling-sites-proposed"
X Link 2024-05-30T21:31Z [----] followers, [----] engagements
"Are we having fun yet We became a banana republic the moment that we started monetizing our debt. This is just Stage [--] when courts are weaponized by ruling elites"
X Link 2024-05-30T22:01Z [----] followers, [---] engagements
"Im trying to figure out the impact on mining from the recent South African elections. We wont really get able to tell until a coalition government is formed. $au $hmy $sbsw $aal.l $gfi $impuy $angpy https://apnews.com/article/south-africa-election-vote-anc-d9da7582ca98a4e00fec2da6a5fe1e91 https://apnews.com/article/south-africa-election-vote-anc-d9da7582ca98a4e00fec2da6a5fe1e91"
X Link 2024-06-01T22:47Z [----] followers, [---] engagements
"@HorribleDisgust @triangulate Maybe [----]. Thats where this insider started dumping. No one was selling copper stocks in march. $TKO.TO 😬 https://t.co/R0ClzvRvKI https://t.co/zobSLey3Tp $TKO.TO 😬 https://t.co/R0ClzvRvKI https://t.co/zobSLey3Tp"
X Link 2024-06-02T01:37Z [----] followers, [---] engagements
"Hecla cant do anything right. Fined for failure to meet water quality standards at Keno Hill. They just fired ceo last week too. $hl https://www.mining.com/heclas-yukon-unit-fined-c100000-for-environmental-risks/ https://www.mining.com/heclas-yukon-unit-fined-c100000-for-environmental-risks/"
X Link 2024-06-02T18:11Z [----] followers, [---] engagements
"Oil stocks getting destroyed today. $cve down over 5% is my biggest loser. I guess everyone thinks recession is coming. I dont disagree"
X Link 2024-06-03T18:04Z [----] followers, [---] engagements
"If any of their properties were worth a nickel theyd be farmed out by now. With the royalty sold this company should be liquidated. Not one penny more should be spent on exploration. $cmd.v Commander Closes the Sale of its Royalty Portfolio for US $4.1 Million $CMD.V https://t.co/FKV7rWuO5p Commander Closes the Sale of its Royalty Portfolio for US $4.1 Million $CMD.V https://t.co/FKV7rWuO5p"
X Link 2024-06-04T00:19Z [----] followers, [---] engagements
"Wow. Wasnt expecting a buyout of $amk.v by a crypto entity. But how could management say no to 43c https://finance.yahoo.com/news/american-creek-announces-non-binding-194300195.html https://finance.yahoo.com/news/american-creek-announces-non-binding-194300195.html"
X Link 2024-06-06T23:40Z [----] followers, [---] engagements
"Tudor is not even up after the crypto bid for American Creek. Is Treaty Creek undevelopable with equity structure Market seems to be saying so. A crypto company can tokenize gold in the ground and sell but a junior cant pay G&A without cash flow. $tud.v $tuo.v $amk.v"
X Link 2024-06-07T17:27Z [----] followers, [---] engagements
"@Mark_IKN There is a big difference between a gold miner with cash flow trying to get its story out and a greenfield explorer with no resource trying to create a story. SteppeGold trades at a huge discount because its in Mongolia. Advertising how cheap they are is reasonable"
X Link 2024-06-07T17:45Z [----] followers, [---] engagements
"The recent safari by Lavrov across Africa has me worried about many gold projects. Lavrov wasnt going to Ghana Namibia or Nigeria. He was going to Chad Burkina Faso Congo Mali. Its was like he almost exclusively picked countries run by juntas. https://apnews.com/article/mali-wagner-mercenaries-russia-abuses-b03cf8fe6d9ddbbcdb2d012464944906 https://apnews.com/article/mali-wagner-mercenaries-russia-abuses-b03cf8fe6d9ddbbcdb2d012464944906"
X Link 2024-06-09T15:28Z [----] followers, [---] engagements
"Even more worrying is that Burkina Faso and Mali both international pariahs run by the military gave him awards. Im sure behind closed doors hes giving them advice on how to expropriate foreign assets. And #1 on that list of assets are the gold mines. https://www.mid.ru/en/press_service/photos/meropriyatiya_s_uchastiem_ministra/1852782 https://www.mid.ru/en/press_service/photos/meropriyatiya_s_uchastiem_ministra/1852782"
X Link 2024-06-09T15:35Z [----] followers, [---] engagements
"How to lose wealth by $cmd.v in Nunavut. In [----] Commander farmed out Storm to Aston Bay. They farmed it out to America West #aw1.ax which now has 50M+ USD MC. What does Commander have Nothing now that they sold royalty & 11M $bay.v shares. https://astonbayholdings.com/news/commander-signs-15-million-option-agreement-on-storm-copper-property/ https://astonbayholdings.com/news/commander-signs-15-million-option-agreement-on-storm-copper-property/"
X Link 2024-06-11T20:33Z [----] followers, [---] engagements
"Does management care Nope. None of them have a large equity stake in $cmd.v and all the proceeds from the sale go to subsidize management lifestyle. This company should not exist and should be wound down. I will be voting for the FruchtExpress takeover with my over 2M shares"
X Link 2024-06-11T20:35Z [----] followers, [---] engagements
"@Hughmaxdavis Was just going over them. Some serious red flags. Looks like they drilled into the mouth of mineralization and it wasnt a stepout hole. Directors special. Plus no Au. $cpo.ax"
X Link 2024-06-11T23:53Z [----] followers, [---] engagements
"@pizdets17 @Bernie_Kreft A 60M MC with a Brazilian sand supply agreement and a 2000m drilling program in BC. Valuation seems stretched. Are you aware that Sibelco and Mitsubishi are well established in this space which is largely dominated by china globally"
X Link 2024-06-14T01:08Z [----] followers, [---] engagements
"@mindcriticalthe @pizdets17 @Bernie_Kreft You guys are all going to lose your shirts. Go research high purity silica quartz in Australia. You arent early. You are marks"
X Link 2024-06-14T17:15Z [----] followers, [---] engagements
"I dont even like hockey but these NHL finals are WAY more compelling than NBA. Wouldnt that be something if Edmonton comes back from being down 3-0 in the series"
X Link 2024-06-22T01:24Z [----] followers, [---] engagements
"This is not a bullish sign for the economy. My opinion is that we are already in a stagflationary recession with inflation higher than gdp growth. But in such an environment prices can still temporarily crash when demand is significantly below supply. [--] days of carnage in lumber markets. https://t.co/uDO8L4PXql [--] days of carnage in lumber markets. https://t.co/uDO8L4PXql"
X Link 2024-06-22T03:45Z [----] followers, [---] engagements
"Always like to see debt reduction. Still my biggest holding. $teck Teck Announces Cash Tender Offers for up to US$1.25 Billion of Debt Securities https://t.co/zp7LEqX2lh $TECK Teck Announces Cash Tender Offers for up to US$1.25 Billion of Debt Securities https://t.co/zp7LEqX2lh $TECK"
X Link 2024-07-05T04:42Z [----] followers, [---] engagements
"Trying to figure out if (or when) to take a position in $nrc.v Pros: I like KSM. Cons: KSM isnt close to production and is most of the NAV. Brucejack royalty is just going to cover G&A so company has no cash flow. I dont trust Giustra. They plan to diversify into renewables. $NRC.V @Nations_Royalty Nice to see Derrick buying in the open market. https://t.co/EmGa6ATdkE $NRC.V @Nations_Royalty Nice to see Derrick buying in the open market. https://t.co/EmGa6ATdkE"
X Link 2024-07-05T04:46Z [----] followers, [----] engagements
"Thank god I sold. Stock getting hammered today as buyout deal is at best delayed at worst cancelled. $adzn.v $ADZN.v $SVC Silvercorp wont close the deal until the court order is cleared https://t.co/1WFP0zLEsb https://t.co/FFd2O1iUgy $ADZN.v $SVC Silvercorp wont close the deal until the court order is cleared https://t.co/1WFP0zLEsb https://t.co/FFd2O1iUgy"
X Link 2024-07-08T19:11Z [----] followers, [----] engagements
"Gold is down after an assassination attempt on a Presidential candidate. Ill take that trade"
X Link 2024-07-14T23:05Z [----] followers, [---] engagements
"@cintsxv I bet its up by HK open. Up 1% by US open"
X Link 2024-07-14T23:21Z [----] followers, [--] engagements
"@Namzes_G I havent totally given up on lithium. But Im definitely not buying until the spot price picks up. Except for Eramet but thats partly a manganese play"
X Link 2024-07-16T22:09Z [----] followers, [---] engagements
"@WSJ San Francisco has solved this problem. Just overwhelm the touristy areas with drug addicts and stop prosecuting anything less than murder. Tourists will be gone within [--] years along with conventions and offices"
X Link 2024-07-18T05:22Z [----] followers, [---] engagements
"Where I am adding today would love a chance in 30s. $fcx #gold"
X Link 2024-08-14T17:42Z [----] followers, [---] engagements
"No matter who wins the November election one thing is clear. Neither party will solve the deficits. Wall Street seems to have figured this out as recent volatility didnt even touch gold. Im switching more funds from short term Treasuries to #physicalgold today"
X Link 2024-08-16T19:22Z [----] followers, [---] engagements
"@BranderYuri Its definitely undervalued as a precious metal. But so is platinum. Problem is that no one is using them as precious metals anymore"
X Link 2024-08-16T19:41Z [----] followers, [--] engagements
"@cintsxv Would you take it more seriously if it was gold backed If Eu and USA keep printing money it will happen"
X Link 2024-08-18T08:30Z [----] followers, [---] engagements
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