Timestamps (minutes):
0 - 3:15 - General yarn.
3:15 - 8:40 - Tin.
8:40 - 13:10 - Lithium.
13:10 - 22:14 - Where is the most value for trading options for income + a long-term options trading plan with stock names.
22:14 - 25:40 - Palladium + Sinbanye Stillwater (SBSW).
25.40 - 27:15 - More palladium + Ferg’s substack memes.
27:15 - 28:30 - Bowie - Ferg’s Balinese kintamani mountain dog.
28:30 - 32:04 - Ferg’s hurdle rates - updated.
32.04 - 39.25 - Offshore talk - RIG & BORR - Singapore-listed offshore companies.
39.25 - 43.30 - Australian Coal - WHC focus.
43.30 - 44.30 - My portfolio commentary - the private placement.
44.30 - 46.00 - One uranium name to stick with from Ferg.
46.00 - 50.49 (End) - Recent big global news events (war) and what to make of them as an investor.
I’ve damn enjoyed 6 months of these chats with Ferg!
I’m lucky he has the time for me as my research suggests his Substack is one of the most popular in the entire UK.
I hope you are enjoying these and if you have any questions please let me know.
Cheers,
Jordan - Geólogo Trader 🇦🇺
