Interview with Fergus Cullen also known as Trader Ferg, a full-time trader for with investments in uranium, oil and coal.
Video content:
0:00 Intro
0.54 – 1:48 Trading just uranium, coal, oil or something else..
1:49 -3:40 Path to a full- time trader, background
3:40 – 8:35 Hated commodities + Coal thesis
8:36 – 10:14 Commodity supercycle, yes or no
10:15 – 12:35 Precious metals
12:36 – 14:06 Discovering uranium
14:07 – 15:50 Paladin Energy
15:41 -20:09 Due Diligence on uranium companies
20:10 – 21:25 Techical or fundamental analysis, hated trades
21:26 – 23:05 Is it (still) a good time to buy uranium stocks
23:06 – 27:05 Exit from the trade
27:06 – 29:24 Taking some money off the table
29:25 – 31:55 Oil, good buy or not
31:56 – 34:13 Tin thesis
34:14 – 34:25 Subscribe, like and share, end
Recording date: September 27, 2023.
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Website: www.triangle-investor.com
Twitter: @capnek123
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IMPORTANT DISCLAIMER: None of this content is a financial advice of any kind or solicitation to buy or sell any equities or other financial products. This contetnt is only for educational and/or entertainment purposes. Do your own deep research before making any financial decisions. I may own stocks mentioned in this content. Investment in stocks can lead to a big financial loss so do not invest or listen to any advices before you consult your financial advisor.
Link do Vídeo
Great interview! I have only just got round to listening. I’m a big fan of Ferg’s trading style. He’s up there with Kuppy in my book. It requires some patience and contrarian thinking but gives a ton of asymmetry. Thanks again guys 🙏🏻
Great conversation gents 👏
coal and oil, huh. Hmmm. I'm also hugely into Uranium. I'm looking at Baltic Dry Bulk Shipping mostly.
Me too for the dilution website ferg ,sounded like queefin,but that's something else?
interviewer looks like he's a special ed kid who broke out his Monday assembly uniform to interview his special trader guest
Ferg is top-notch, but I don't think it's close to being too late. We have 5 years of deficits to go and we're still well under the marginal cost of production. Holding is the same as buying, so if you wouldn't buy here, you shouldn't be holding, and you should definitely be holding here.
I'm very bullish on oil (particularly offshore) due to the supply lag, but oil prices are over the marginal cost of production already and markets are within a few % of being balanced. Uranium's fundamentals are literally 10x better (and oil's fundamentals are incredible).
I truly don't know what's the infatuation with this Ferg guy these days.
regarding bringing up history of share count. subcribe to Y charts. it is expensive but they have histories of P/E ratios, market caps, probably any other ratio and metric you can think of. I don't subscribe. hint you can google market cap history of ____ and you can see a short term history….
What was the URL for the dilution website?