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.
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(0:00:00)Introduction
(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