Value Hunting with Trader Ferg
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Description
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. Sign-up for the Director’s Special All information in this podcast is for e...
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We kickstart the show looking to identify the seller of over $1b of FMG stock.Then, it’s a dive into Niger to get up to see on how geopolitical events are shaping European uranium demand, before we pick apart Beach Energy’s (BPT) new direction.Lastly, we discuss three open pit gold projects (GMD,...
Published 06/18/24
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