Bloody tiny sector. These conversations are so damned important for retail investors who are unable to fly to a conference to get some background information. Fortunately I am at least very resilient against volatility and FOMO.
I haven't started the video yet. Where was Fidelity in 2016? Were they buying then? I just read the show notes. You could have bought Paladin Energy for 3 cents. (You also could have bought it for $4.69 and seen it go down to 3 cents.)
On ‘opaque’ pricing welcome to my world (dry bulk shipping) where no one knows jack s$&t for sure but everyone talks endlessly even though all the deals are basically “PandC”. Even if ‘names’ are not given rates are and there’s also lots of lying It’s the Wild West Good f’n luck to “Ai” to keep up with that All that being said it’s an extremely efficient market and I don’t hear even the crusty curmudgeons saying otherwise
Big money rotating out of tech into commodities? Patience pays off for the longs. Excellent content at a relaxed pace!
Great interview, from two very knowledgeable people. Thank you!
Nice convo. I appreciate the insight.
Best interview in a long time , apart from Brandon. So rational , insightful and genuine .. great fun to watch .
Bloody tiny sector. These conversations are so damned important for retail investors who are unable to fly to a conference to get some background information.
Fortunately I am at least very resilient against volatility and FOMO.
Great discussion.
Matt and Guy, 2 blokes I would love to have a beer or 3 with...
$300M isn't even the equivalent of 2000 tons of U3O8 at spot. I hold a ton of U3O8 via SPUT.
Eric Clapton guitar in the back is sick.
I haven't started the video yet. Where was Fidelity in 2016? Were they buying then? I just read the show notes. You could have bought Paladin Energy for 3 cents. (You also could have bought it for $4.69 and seen it go down to 3 cents.)
Fidelity can’t “afford” to buy .03 Shares….they are buying sector momentum.
You could have bought it for 2 cents and sold it for $10. Now is the time to buy.
Great interview
You need a good stomach like Mickey Dee says 😂❤
No reason for producers not to reveal contracts and not reveal the buyer if there’s an NDA
First comment. 500% gains for me
More coming
no tie, whats going on? :-)
On ‘opaque’ pricing welcome to my world (dry bulk shipping) where no one knows jack s$&t for sure but everyone talks endlessly even though all the deals are basically “PandC”. Even if ‘names’ are not given rates are and there’s also lots of lying
It’s the Wild West
Good f’n luck to “Ai” to keep up with that
All that being said it’s an extremely efficient market and I don’t hear even the crusty curmudgeons saying otherwise