That was brilliant, thanks for that Ferg, Robert is a fantastic, insightful and entertaining guest, I look forward to hearing and following him in the future
You should read and subscribe to @Asymmetric Research for serious fundamental work on commos and related equities, including uranium, gold, silver, nat gas.
Great Chat - very enjoyable listen cheers guys
That was brilliant, thanks for that Ferg, Robert is a fantastic, insightful and entertaining guest, I look forward to hearing and following him in the future
Great content. The CC really helps because Ferg's voice and mumbling is hard to pick up on YouTube
You should read and subscribe to @Asymmetric Research for serious fundamental work on commos and related equities, including uranium, gold, silver, nat gas.
No nonsense or spivvy chats; just numbers
china looks cheap (10x)... what do you guys think?
thx guys... not seeing the cheapness in norwegian e&p... 2x ebitda but 10x cash flow which is in line with global e&p, no?