You should read and subscribe to @Asymmetric Research for serious fundamental work on commos and related equities, including uranium, gold, silver, nat gas.
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 Chat - very enjoyable listen cheers guys
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?
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
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
china looks cheap (10x)... what do you guys think?