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.
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.
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 ...
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.
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Great interview guys, just watched it for the second time, Fergus is well grounded, some his comments are real common sense
Matty has to be the best sponsor promoter on RUclips nice that Ferg was helping out 😂 this show is a must watch for me now keep it up boys
It was legit as it comes cobba haha. Cheers for the kind words mate.
Paid for various subscriptions over my investing journey. Landed on Ferg and staying there. Dig his approach, attitude/ humbleness 👏
BIG FERG
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.
Great One was expecting trader Ferg on the pod. Doing God's work boys.
Great guest !!
Great episode fellas.. good to listen to Ferg .. always brilliant insights.
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.
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 ...
Always love the Kiwi accent
Ferg is the man. Period.
Firts name Trader is a bit weard a admit 🙂
Watch out for those rabbit farts! lol
THANKS FROM S A
Nickel is a widow maker trade. I wouldn't short it or buy it.. zinc looks better base metal.
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😂
Fancy, spending all that Uranium money.
@@kimeccleston5586 Ferg just said that he'd unload 5% when spot reaches $120. It hasn't got there yet.
How do you know it's plastic? Looks real enough to me, but you can't tell from an image.
@@gibboglebecause real olive trees are trees and die inside.
@@ocre7816 Not necessarily. Just needs light and water.
Biden will be running on a platform of reducing rabbit farts 🐇 . 😂😂😂
Didn't you hear the news? Biden's administration is supporting nuclear, big-time.
Ferg does a bit of BJJ? Not sure whose ears are worse...mine or his? Lol
He does BJ
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.
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
That's nice, but not enough.
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.
I took a spec punt on CORSA COAL right dog coal stock about as hated as you will get USA $20mill MKTCAP $185Mill revenue ...