Timestamps (minutes):
0 - 9:00 - Catch-up yarn, the brutal reality of my last 3 weeks in Peru. 🇵🇪
9:00 - 18:30 - Uranium - is it time to sell? Boss Energy MD selling - Ferg’s uranium demand assumptions.
18:30 - 21:53 - Junior miners in the portfolio - why Ferg avoids & what to look for instead.
21:53 - 27:29 - How Ferg differs from his mentor - Brad McFad…
