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:

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DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
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Silverstone – Energy solutions for your business
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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

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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.

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