Value Hunting with Trader Ferg
8.3 هزار بار بازدید -
4 هفته پیش
-
We’ve got a great chat
We’ve got a great chat to share with Fergus Cullen (or Trader Ferg).
Ferg writes a popular Substack blog, where he hunts for value investments in a lot of the areas we like to look.
We had a blast picking through PGMs, beaten oil services plays, the evolution of the uranium trade, where coal and other energy goes from here, why he’s taken a liking to gold as well as the recent addition of tin to his portfolio.
Thank you to our Podcast Partners:
WA Water Bores – WA’s premier water well drilling company
LinkedIn: wa-water-bores
[email protected]
+61 429 695 538
VRIFY - Communicate in 3D
https://vrify.com/
Email [email protected] (no e) for more information
GetWet Solutions - Innovative bladder tanks for mobile water storage
https://www.getwetsolutions.com.au/
[email protected]
+61 475 627 569
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected]
https://creinsurance.com.au/
+61 2 9493 6100
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
https://www.dsiunderground.com/
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
https://sstone.com.au/
[email protected]
K-Drill – Safe, reliable, and productive surface RC drilling
https://www.k-drill.com.au/
[email protected]
+61 416 015 876
Brooks Airways – Perth’s leading charter flight operators
https://www.brooksairways.com/
[email protected]
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
-------------------------------
Buy your Money of Mine merch at https://bf3b61-2.myshopify.com/
FOLLOW US
Join our Money Miner Facebook Group:
- Facebook Group: https://tinyurl.com/yxhph4fw
Sign-up for our Daily Newsletter
THE DIRECTOR'S SPECIAL - https://www.moneyofmine.com/
Subscribe to our podcast wherever you listen to them:
- Spotify: https://sptfy.com/PRGW
- Apple: https://apple.co/3SoYpVZ
- Google Podcasts: https://tinyurl.com/4rm5wk6b
Follow us on all social platforms to stay up-to-date:
- Twitter: https://tinyurl.com/5a6ufw9c
- Instagram: https://tinyurl.com/2p9p4xpd
- LinkedIn: https://tinyurl.com/kvszkse3
- Facebook: https://tinyurl.com/yck4vx9p
We have personal Twitter accounts you can follow too:
- Matty: Twitter: mattymikals
- JD: Twitter: JDmoneyofmine
- Trav: Twitter: TRAVmoneyofmine
-------------------------------
CHAPTERS
0:00:00 Contrarian Trader Ferg on MoM
0:03:43 Is nickel an opportunity
0:06:57 Beaten up PGMs
0:12:14 The oil services attraction
0:15:48 PGM supply risk
0:21:11 Being too early
0:23:04 African risk
0:26:13 Entering uranium
0:29:23 When to sell
0:32:24 Index flows
0:34:51 Energy Return on Investment
0:40:02 Namibia Uranium
0:42:38 Boss' director sales
0:46:32 Nexgen's colourful moves
0:49:51 Rare earths - too hard
0:53:39 Met vs thermal coal
0:57:21 China & developing markets
1:02:39 Why gold
1:08:47 Buying physical
1:14:13 Adding tin
-------------------------------
DISCLAIMER
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Ferg writes a popular Substack blog, where he hunts for value investments in a lot of the areas we like to look.
We had a blast picking through PGMs, beaten oil services plays, the evolution of the uranium trade, where coal and other energy goes from here, why he’s taken a liking to gold as well as the recent addition of tin to his portfolio.
Thank you to our Podcast Partners:
WA Water Bores – WA’s premier water well drilling company
LinkedIn: wa-water-bores
[email protected]
+61 429 695 538
VRIFY - Communicate in 3D
https://vrify.com/
Email [email protected] (no e) for more information
GetWet Solutions - Innovative bladder tanks for mobile water storage
https://www.getwetsolutions.com.au/
[email protected]
+61 475 627 569
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
[email protected]
https://creinsurance.com.au/
+61 2 9493 6100
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
https://www.dsiunderground.com/
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
https://sstone.com.au/
[email protected]
K-Drill – Safe, reliable, and productive surface RC drilling
https://www.k-drill.com.au/
[email protected]
+61 416 015 876
Brooks Airways – Perth’s leading charter flight operators
https://www.brooksairways.com/
[email protected]
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
-------------------------------
Buy your Money of Mine merch at https://bf3b61-2.myshopify.com/
FOLLOW US
Join our Money Miner Facebook Group:
- Facebook Group: https://tinyurl.com/yxhph4fw
Sign-up for our Daily Newsletter
THE DIRECTOR'S SPECIAL - https://www.moneyofmine.com/
Subscribe to our podcast wherever you listen to them:
- Spotify: https://sptfy.com/PRGW
- Apple: https://apple.co/3SoYpVZ
- Google Podcasts: https://tinyurl.com/4rm5wk6b
Follow us on all social platforms to stay up-to-date:
- Twitter: https://tinyurl.com/5a6ufw9c
- Instagram: https://tinyurl.com/2p9p4xpd
- LinkedIn: https://tinyurl.com/kvszkse3
- Facebook: https://tinyurl.com/yck4vx9p
We have personal Twitter accounts you can follow too:
- Matty: Twitter: mattymikals
- JD: Twitter: JDmoneyofmine
- Trav: Twitter: TRAVmoneyofmine
-------------------------------
CHAPTERS
0:00:00 Contrarian Trader Ferg on MoM
0:03:43 Is nickel an opportunity
0:06:57 Beaten up PGMs
0:12:14 The oil services attraction
0:15:48 PGM supply risk
0:21:11 Being too early
0:23:04 African risk
0:26:13 Entering uranium
0:29:23 When to sell
0:32:24 Index flows
0:34:51 Energy Return on Investment
0:40:02 Namibia Uranium
0:42:38 Boss' director sales
0:46:32 Nexgen's colourful moves
0:49:51 Rare earths - too hard
0:53:39 Met vs thermal coal
0:57:21 China & developing markets
1:02:39 Why gold
1:08:47 Buying physical
1:14:13 Adding tin
-------------------------------
DISCLAIMER
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
4 هفته پیش
در تاریخ 1403/03/25 منتشر شده
است.
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