6 Comments
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Rossco's avatar

Great Chat - very enjoyable listen cheers guys

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Cameron Colville's avatar

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

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Joel's avatar

Great content. The CC really helps because Ferg's voice and mumbling is hard to pick up on YouTube

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Jay's avatar

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

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medstudent's avatar

china looks cheap (10x)... what do you guys think?

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medstudent's avatar

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?

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