Resource Talks, Released on 11/2/24

Trader Ferg, aka the Kiwi Kingpin of Kilowatts joined us on this episode of Energy Transition Talks. As the world pivots to new energy sources, the role of traditional materials like platinum, uranium, and even coal is evolving. While electric vehicles and renewables are front and center in the narrative, these powerhouse resources are still critical to the energy landscape. In this discussion, we explore how platinum is driving fuel cells, uranium is fueling clean nuclear energy, and coal’s role is shifting as the energy mix diversifies.

00:00 – Intro
02:10 – What is Trader Ferg buying/selling?
12:30 – What’s Ferg’s highest conviction right now?
16:05 – Why is the energy narrative shifting?
27:10 – Will govt subsidies save EV demand?
33:10 – How is Ferg getting exposure to PGEs?
38:55 – How does Ferg value investments?
44:25 – How does Ferg deal with jurisdictional risk?
51:15 – How many stocks does Ferg own?
52:30 – How/when does Ferg sell stocks?
55:30 – Is Ferg still bullish on uranium?
59:38 – What uranium companies does Ferg like?
01:05:50 – Does Ferg still like coal?
01:07:55 – Very important warning
01:12:16 – Global Atomic CEO BBQ
02:08:07 – Metallic Minerals CEO BBQ

Fergus Cullen, better known as Trader Ferg on Twitter, is a well-known trader and investor who has the knack of finding multi-baggers. Ferg was an asset manager in Australia, before meeting his mentor who inspired him to get into trading. This set Ferg on a path of quitting his job before he was 30, managing other people’s money for a few years, to finally managing his own finances (on a beach in Bali).

  coal, energy, fergus cullen, investing, platinum, trader ferg, uranium