Value Hunting with Trader Ferg
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
/ wa-water-bores
James@wawaterbores.com.au
+61 429 695 538
VRIFY - Communicate in 3D
vrify.com/
Email grant@vrify.com (no e) for more information
GetWet Solutions - Innovative bladder tanks for mobile water storage
www.getwetsolutions.com.au/
Matt.hall@getwetsolutions.com.au
+61 475 627 569
CRE Insurance - Insurance Brokers for the Construction, Resources and Energy sectors
davidh@creinsurance.com.au
creinsurance.com.au/
+61 2 9493 6100
DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
www.dsiunderground.com/
www.dsiunderground.com/contact
Silverstone - Energy solutions for your business
sstone.com.au/
kenny@sstone.com.au
K-Drill - Safe, reliable, and productive surface RC drilling
www.k-drill.com.au/
drew@k-drill.com.au
+61 416 015 876
Brooks Airways - Perth’s leading charter flight operators
www.brooksairways.com/
ops@brooksairways.com
We use SPARK - Market data for active ASX Traders - sparktrader.com
-------------------------------
Buy your Money of Mine merch at bf3b61-2.myshopify.com/
FOLLOW US
Join our Money Miner Facebook Group:
- Facebook Group: tinyurl.com/yxhph4fw
Sign-up for our Daily Newsletter
THE DIRECTOR'S SPECIAL - www.moneyofmine.com/
Subscribe to our podcast wherever you listen to them:
- Spotify: sptfy.com/PRGW
- Apple: apple.co/3SoYpVZ
- Google Podcasts: tinyurl.com/4rm5wk6b
Follow us on all social platforms to stay up-to-date:
- Twitter: tinyurl.com/5a6ufw9c
- Instagram: tinyurl.com/2p9p4xpd
- LinkedIn: tinyurl.com/kvszkse3
- Facebook: tinyurl.com/yck4vx9p
We have personal Twitter accounts you can follow too:
- Matty: / mattymikals
- JD: / jdmoneyofmine
- Trav: / 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.
Пікірлер: 39
Matty has to be the best sponsor promoter on KZread nice that Ferg was helping out 😂 this show is a must watch for me now keep it up boys
@MoneyofMine
14 күн бұрын
It was legit as it comes cobba haha. Cheers for the kind words mate.
CKA met coal Central Kalimantan, Indonesia.. One of the best turnaround stories I’ve come across. A fascinating story, and one that is rising from the relative abyss after a 13 year grind.
Paid for various subscriptions over my investing journey. Landed on Ferg and staying there. Dig his approach, attitude/ humbleness 👏
@haroldb6773
14 күн бұрын
BIG FERG
Great One was expecting trader Ferg on the pod. Doing God's work boys.
Great guest !!
absolute excellent episode
Thanks for yet another excellent video
I was looking at buying physical palladium a little while back and with its premium you would need it to go up about 40% just to break even. Platinum was a little better but jeez. This guy impressed me thanks for getting him on.
Great episode fellas.. good to listen to Ferg .. always brilliant insights.
Well done all of you 👏🏻👏🏻 great interview 🙏
Also in PGM production issues "All-in-Costs" on the majority of PGM mines are losing millions in SBSW case 12Q24 Free cash flow was negative $508 million.... and Sibanye has a sizeable GOLD production profile ...
THANKS FROM S A
Watch out for those rabbit farts! lol
Ferg is the man. Period.
@marklammertink1
14 күн бұрын
Firts name Trader is a bit weard a admit 🙂
You got him on , on ya Trav for listening
1000 steps in REE processing - avoid big time
Trader Ferg must be making some great coin seeing he can afford to put a plastic olive tree in the corner of his room😂
@kimeccleston5586
14 күн бұрын
Fancy, spending all that Uranium money.
@gibbogle
14 күн бұрын
@@kimeccleston5586 Ferg just said that he'd unload 5% when spot reaches $120. It hasn't got there yet.
@gibbogle
14 күн бұрын
How do you know it's plastic? Looks real enough to me, but you can't tell from an image.
@ocre7816
14 күн бұрын
@@gibboglebecause real olive trees are trees and die inside.
@gibbogle
12 күн бұрын
@@ocre7816 Not necessarily. Just needs light and water.
Nickel is a widow maker trade. I wouldn't short it or buy it.. zinc looks better base metal.
Ferg does a bit of BJJ? Not sure whose ears are worse...mine or his? Lol
@AusValue
14 күн бұрын
He does BJ
Biden will be running on a platform of reducing rabbit farts 🐇 . 😂😂😂
@gibbogle
12 күн бұрын
Didn't you hear the news? Biden's administration is supporting nuclear, big-time.
Australia need to build it industry proseshion plants Arafura project iluck minerals And. West farms western Australia gas line West to East hybran engining consulting out of three or 4 marking back 1may then 2 consolidation Environment Al's spring Government and industry skillset Earth sciences industry economics services Hear heir
Very interesting but I have a different view on renewal energy. If the neo libs were serious about nuclear we could have started the community discussion a decade ago. Our politics from a mob with no idea.
@bazpopham8496
13 күн бұрын
Australia going nuclear not needed for Nuclear thesis to evolve. Pimple on elephants behind
EVs are overrated.. more for the developing world and uber deliveroo than for fashion and status post modern developed world.
NVDA valuation isn’t crazy at all, their margins are mad and they make money
@johnk-pc2zx
14 күн бұрын
That's nice, but not enough.
@riderfreak
10 күн бұрын
I reckon fergs mom would've called him up asking about that one he would've sold out long ago
For met coal I like Colonial Coal International (CAD.V). I wonder if Ferg is interested in this company.
@john-yn5nz
13 күн бұрын
I took a spec punt on CORSA COAL right dog coal stock about as hated as you will get USA $20mill MKTCAP $185Mill revenue ...