Trader Ferg & Simon Catt discuss Ferg's high conviction trades, deep value investing, trading psychology, and hard lessons from leverage trading.  

00:00 Intro

01:10 Discovering Deep Value Investing

04:20 Trading mistakes, Leverage and losing it all

07:00 Opening Merging Market Brokerage Accounts

10:00 Buying Exchange Operators thesis (Anti-Dollar Trades)

16:15 The Emerging Market Trade (Banks & HALO Companies)

18:41 AI Market Bubble Concerns (SpaceX, Tesla, Nvidia)

21:35 Trading psychology & Leverage (Think Longer Term)

27:15 Oil Services, PGMs, Shell (High Conviction Trades)

36:27 Platinum Miners ( Valterra Platinum LON: VALT )

38:40 Rhodium Investing 

43:05 China & Platinum

47:35 Tin Investments ( First Tin & Metals X )

55:35 The Next European Energy Crisis ( LNG & Coal )

They discuss how to find overlooked opportunities across global markets. They explore oil services, coal, platinum group metals (PGMs), rhodium, tin and emerging-market stocks, alongside Ferg’s view that capital could begin rotating away from the US. Ferg also shares his thoughts on the AI stock market bubble, inflation, European energy security and the trading psychology behind finding high-upside opportunities while managing risk.

Companies discussed:

Valterra Platinum — JSE: VAL / LSE: VALT

Sibanye-Stillwater — JSE: SSW / NYSE: SBSW

Metals X — ASX: MLX

First Tin — LSE: 1SN

Shell — LSE: SHEL

Peabody Energy — NYSE: BTU

JSE Limited — JSE: JSE

Nuam — Santiago: NUAM

Pucobre — Santiago: PUCOBRE

🔗 Resources & Links

Watch on YouTube: https://open.spotify.com/show/0Q6k9rcR3zr8qwVHBry1kP

Listen on Apple Podcasts: https://podcasts.apple.com/au/podcast/catt-calls-no-fear-finance/id1896925377

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Follow Trader Ferg on X/Twitter: https://x.com/trader_ferg

Read the full Trader Ferg Substack: https://traderferg.substack.com/

⚠️ Disclaimer: The information contained in this video is for informational and entertainment purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell securities. Always conduct your own research and consult a licensed financial advisor before making investment decisions.

#TraderFerg #DeepValueInvesting #EmergingMarkets #OilServices #PlatinumGroupMetals

Are gold and silver mining shares cheap after the recent correction? Are AI companies really in a bubble?Financial writer, author and investor Dominic Frisby  @moneymarketsandmore  joins Simon Catt to discuss the outlook for gold, silver, Bitcoin, mining stocks and commodity investing.

Dominic explains why he believes many gold and silver mining shares now offer compelling value, while warning that individual mining companies carry risks that go far beyond the underlying commodity price. The conversation covers how to take profits during a mining bull market, whether gold, silver and Bitcoin have found a bottom, the risk of a wider stock-market correction, US bond yields, resource nationalism and political risk in mining jurisdictions.

Dominic also discusses his investment approach, his definition of a market bubble, his book The Secret History of Gold and one of his preferred copper investments: Koryx Copper in Namibia.

Simon and Dominic examine the outlook for tin and First Tin’s Taronga project in Australia, the lack of liquidity in AIM-listed mining shares, dilution in junior mining companies and why commodity prices frequently mean-revert after major rallies.

Sign up for the Catt Calls: No Fear Finance Monthly Mining Bulletin at www.cattcalls.comFollow

Dominic’s investment commentary through The Flying Frisby on Substack. www.theflyingfrisby.com

Companies mentioned:

Koryx Copper (TSXV: KRY)

First Tin (LSE: 1SN)

Alphamin Resources (TSXV: AFM)

Mackay Gold & Silver (TSXV: MACK)

EQ Resources (ASX: EQR)

Metals X (ASX: MLX)

Newmont (NYSE: NEM)

Discovery Silver (TSX: DSV)

Greatland Resources (ASX/AIM: GGP)

Barrick Mining (NYSE: B)

Resolute Mining (ASX/LSE: RSG)

Harmony Gold (JSE: HAR)

This podcast is provided for information and entertainment purposes only. Nothing discussed should be considered financial or investment advice. Always conduct your own research and seek professional advice where

appropriate.#DominicFrisby #Gold #Silver #MiningStocks #juniormining #copper #Tin #Tungsten #Uranium #CrudeOil #Rare earths #investing #stockmarket #AIMStockMarket #KoryxCopper #GreatlandGold #FirstTin #mackay

Justin Huhn, founder of Uranium Insider, joins Simon Catt for an in-depth discussion about the uranium market, nuclear power and the outlook for uranium stocks.Justin explains why the uranium bull market may still have much further to run, despite the recovery in uranium prices and mine production since the 2016 bottom. With global nuclear capacity expanding, China building dozens of reactors and the United States extending the life of its existing nuclear fleet, where will the uranium supply come from?They also discuss how AI data centres are changing the nuclear investment thesis—and why hyperscalers such as Amazon, Microsoft and Google could eventually secure uranium directly from mining companies.00:00 Introduction01:21 Why Justin became “the uranium guy”05:21 From technical trading to uranium investing07:20 Nuclear power in the global energy mix12:19 Nuclear growth in the US, China and India14:54 Is there a Russian uranium inventory overhang?16:13 Iran and uranium enrichment17:42 Will AI hyperscalers buy uranium directly?22:26 Could a technology correction hit uranium stocks?24:35 The DeepSeek sell-off and uranium equities29:58 What the SPUT discount tells investors31:48 Uranium utility inventories35:19 What uranium contracts reveal about future prices42:31 Where the recent uranium supply growth came from46:56 Why so few new uranium mines have been built49:16 The enormous uranium supply gap through 204055:01 Uranium Insider and the model portfolios58:19 Uranium investments: Forsys Metals and SPUT1:01:58 Closing thoughtsWhether you're a seasoned resource investor or building your first uranium position, this is essential viewing for understanding where we are in the cycle — and what comes next.www.uraniuminsider.comX @cattcalls www.cattcalls.comAvailable on Spotify https://open.spotify.com/show/0Q6k9rc...and Apple Podcastshttps://podcasts.apple.com/us/podcast... ⚠️ Disclaimer: The information contained in this video is for informational and entertainment purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell securities. Always conduct your own research and consult a licensed financial advisor before making investment decisions.Subscribe to Catt Calls for more interviews with uranium, precious metals, industrial commodities, mining and resource market experts.#uranium #uraniumstocks #investing #nuclearenergy #energystocks #forsysmetals #cameco #johnborshoff #rickrule

Simon Catt joins Fin to discuss the new gold and silver setup, why he believes the precious metals correction may be close to ending, and how SpaceX, AI valuations and broader market risk could become a catalyst for gold, silver and mining stocks. Simon lays out his latest view on gold, silver, interest rates, US jobs data, Asian physical demand, mining equities and precious metals positioning.

He also discusses several mining-related ideas, including Hycroft Mining, Mackay Gold & Silver, Nevada mining, Barrick, and Sherritt International.

Read the Silver SpaceX article here: www.cattcalls.com/catt-calls/silver-spacex

Companies discussed:Hycroft Mining (NASDAQ: HYMC) $HYMC Mackay Gold & Silver Corp. (CVE: MACK) $MACKSherritt International Corp. (TSX:S) $S.TOBarrick Mining Corp. (NYSE:B) $B

Topics include: Gold and silver price targets, the silver supply deficit, why mining stocks may lead the metals higher, Hycroft’s high-grade silver discovery, Nevada as a mining jurisdiction, the role of AI in mining exploration, and whether SpaceX and AI-led market speculation could create the next macro setup for precious metals.

This conversation is for information and entertainment only and should not be considered financial advice. Always do your own research and speak with a qualified financial adviser before making investment decisions.

00:00 Intro: Gold, Silver & the New Setup

01:39 Why SpaceX Matters for Gold and Silver

02:23 Calling the Bottom in Precious Metals

07:12 Silver Deficits, Industrial Demand and the Bull Case

09:49 Jobs Data, Interest Rates and Monetary Stimulus

15:06 Gold to $8,000 and Silver to $200?

17:00 Why Mining Stocks Could Lead the Metals

20:58 Cuba, Sherritt International and Trump’s Next Move

31:59 Can AI Help Find New Mines?

38:52 Nevada Mining, Barrick and Mackie Gold & Silver

41:24 Mackay Gold & Silver  ⁨@ExpertsRoundtable⁩ 

46:50 Hycroft Mining and the High-Grade Silver Story

51:53 Outro

#gold #silver #silverprice #preciousmetals #spacex #cuba #donaldtrump #hycroft #sherritt #mackaygold #nevadamining

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Simon Catt sits down with Merlin Marr-Johnson, “Dr Copper”, to discuss why copper demand is accelerating, why new supply is so hard to bring online, and why Chile remains central to the global copper story.

They cover the AI capex boom, US copper tariffs and strategic stockpiles, the incentive price needed for new mines, inflation in major mining projects, and the search for the next big copper discovery.

Merlin also discusses Fitzroy Minerals (CVE: FTZ), including the near-term oxide copper production opportunity at Buen Retiro, the hunt for a potential Candelaria-style IOCG discovery, and the large porphyry target at Caballos in one of Chile’s most important copper belts.

Topics covered: Copper demand, AI data centres, Chile, Fitzroy Minerals, IOCG deposits, porphyry copper, Buen Retiro, Caballos Copper Project, copper tariffs, mining capex, exploration, critical minerals.

#Copper #Mining #Chile #Commodities #AI #FitzroyMinerals #NoFearFinance #simoncatt #investing #CriticalMinerals #coppersupply #buenretiro #stockmarket #trump #tarrifs

Chapters

00:00 AI, data centres, copper demand and geopolitics

00:47 Disclaimer: information only, not financial advice

01:08 Introduction: Simon Catt and Merlin Marr-Johnson

01:49 Why copper matters now

02:01 Merlin’s background in copper and geology

03:30 Old economy vs new economy copper demand

05:33 Trump tariffs, US stockpiles and strategic copper

09:32 The incentive price needed for new copper supply

12:15 Mega-project capex inflation: Vicuna, QB2 (Quebrada Blanca Phase 2) and Jansen

14:33 Why AI capex could push copper prices higher

16:36 Where will the world find new copper supply?

18:12 Chile’s role in global copper production

20:02 Chilean politics, royalties and mining permits

23:29 Are major mining companies returning to Chile?

26:44 Buen Retiro: the hunt for a Candelaria-style IOCG

28:53 Near-term oxide copper production opportunity

30:28 Production timeline, funding and partner buyback

33:38 Potential production scale and cash flow

35:19 Big copper exploration upside

36:01 How AI is being used in mineral exploration

39:59 Fitzroy’s two major Chilean copper projects

40:26 Caballos: a potential supergiant porphyry target

44:17 Deep IP survey and the “game on” moment

46:15 Key milestones for Fitzroy shareholders

47:15 Valuation, funding options and copper production metrics

49:04 Upcoming catalysts: drill results, permitting and PEA50:27 Building a 10,000 tonne per year copper mine

51:03 Production upside vs exploration upside

52:40 Why high-grade oxide copper near infrastructure matters

54:53 Closing thoughts: drill baby drill

54:57 Thank you and please Like, share, subscribe to Catt Calls

Whether you're a seasoned resource investor or building your first copper position, this is essential viewing for understanding where we are in the cycle — and what comes next.

X @cattcalls

www.cattcall.com

Available on Spotify and Apple Podcasts

⚠️ Disclaimer: The information contained in this video is for informational and entertainment purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell securities. Always conduct your own research and consult a licensed financial advisor before making investment decisions.Subscribe to Catt Calls for more interviews with copper, uranium, precious metals, industrial commodities, mining and resource market experts.

John Borshoff — the man behind Paladin Energy's legendary 100-bagger rise from 10¢ to $10+ — sits down with Simon Catt to deliver a masterclass on why uranium's biggest commodity moment is still ahead. With uranium spot prices around $85/lb and a structural supply deficit widening into the 2030s, Borshoff argues the market has not yet had its commodity day. He explains why $150/lb uranium is a conservative floor — not a ceiling — if the world is to incentivise the new mines required to fuel 400+ reactors and a coming wave of AI hyperscaler demand for nuclear power.In this interview:- Why the global energy transition has destabilised — not solved — the energy system- Uranium's price insensitivity to the cost of nuclear electricity (fuel is less than 5% of cost)- China's reactor build-out: from 4 reactors to 50, now targeting 200+ more- The post-2035 supply void: only 5 development projects globally, then nothing- Kazatomprom cutting output in 2026 — supply constraints deepening- SMRs arriving end of this decade, not 2035- AI hyperscalers as a new physical uranium buyer class- Why multi-jurisdictional, long-life producers will dominate this cycle- Borshoff's new role as CEO/Executive Director of Forsys Metals (TSE: FSY) building the next Paladin- Canadian exploration names he favours: ISO Energy, Maverick (pre-IPO, ASX-bound)- His single best investment idea for a 10-year uranium horizonWhether you're a seasoned resource investor or building your first uranium position, this is essential viewing for understanding where we are in the cycle — and what comes next.X @cattcalls www.cattcall.comAvailable on Spotify and Apple Podcasts⚠️ Disclaimer: The information contained in this video is for informational and entertainment purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell securities. Always conduct your own research and consult a licensed financial advisor before making investment decisions.Subscribe to Catt Calls for more interviews with uranium, precious metals, industrial commodities, mining and resource market experts.

#Uranium #UraniumStocks #NuclearEnergy #ResourceInvesting #JohnBorshoff #ForsysMetals #SMR #AIEnergy #MiningStocks #CommodityInvesting #supplydemand #stockmarket #simoncatt #commodities #oil #gas #fossilefuels #geopolitics #renewableenergy #energycrisis

We dive into the idea of “Supercycle 2.0” — a massive, multi-decade investment and industrial boom being driven not by China’s urbanisation, but by artificial intelligence. Drawing from Simon Catt’s latest “Coffee with Catt” commentary, we explore the argument that AI is not just a software revolution; it’s fundamentally a commodities, energy, and infrastructure story.

Find the written piece at https://www.cattcalls.com/coffee-with-catt/issue-8

Join the conversation on X: @CattCalls

Companies and projects discussed:

First Tin (LSE:1SN) — Taronga Tin Project

Gippsland Critical Minerals (unlisted) — The Fingerboards Rare Earth and Zircon

Gladiator Metals (GLAD:TSX) — Whitehorse Copper Project

Sherritt International (S:TSX) — Fort Saskatchewan Nickel and Cobalt

#silver #gold #tin #commodities #investing #AI #nickel #cobalt #copper #datacentres #mining #cuba #Trump #commoditysupercycle

Tin may not grab the headlines like lithium or copper — but according to Bill Scotting of First Tin, it has the best structural dynamics of any base metal today.In this interview from Arlington Rapallo 2025, Bill sits down with Simon Catt to discuss: • Why tin is the best performing base metal in recent years • The fragile supply side — outages in Myanmar, Peru, Bolivia, Brazil, Indonesia, and the DRC • Why over 90% of tin supply from emerging markets can’t keep up with demand • First Tin’s projects in Australia (Taronga) and Germany (Tellerhäuser), and the permitting pathway ahead • His outlook on financing — from government-backed debt to strategic off-take deals • Why he believes First Tin shares could re-rate 10x over five years once projects move into construction • The role of Metals X as a shareholder and the broader strategic landscape for tin • Why the energy transition and digital transformation will keep driving tin demand higherBill also shares his personal conviction — as both CEO and shareholder — in tin’s future, and outlines how First Tin could deliver real growth for investors.🎥 Recorded live at Arlington Rapallo 2025, Villa Porto Rapallo, Italian Riviera.🎬 Filmed by ​⁠‪@MiningNetwork‬ 🌐 More at www.cattcalls.com#Tin #Mining #Investing #BaseMetals #EnergyTransition #CriticalMinerals #FirstTin #CattCalls #ArlingtonRapallo2025

WEBINAR REPLAY: The Eye of the Silver Storm | Eric Sprott, Diane Garrett & Simon Catt on Hycroft’s 200 Bagger Potential.The Eye of the Silver Storm is here.Eric Sprott (“Mr Silver”), Diane Garrett (CEO, Hycroft Mining) and Simon Catt (Catt Calls) discuss silver’s explosive setup — why Eric believes prices could reach $200 and beyond, and why Hycroft might be a 200-bagger in the making.🔹 Hycroft — America’s #1 silver & #2 gold endowment🔹 Smart Money moves — why Diane was in London meeting new investors🔹 Fosterville déjà vu — could Hycroft mirror Eric’s first billion-dollar discovery?🔹 Drill results coming — why the next assays matter mostSilver and gold may be correcting today — but the story’s only getting started.🎥 Watch more at CattCalls.com#Silver #HycroftMining #EricSprott #DianeGarrett #SimonCatt #CattCalls #200Bagger #SilverPrice #Gold #Commodities #MiningStocks #Investing #WallStreet #SilverBullRun

Advance Metals (ASX: AVM) has intersected visible gold in deep drilling at its Happy Valley Deposit, part of the Myrtleford Project in Victoria’s renowned Goldfields — extending mineralisation 140 metres below previous drilling and signalling major growth potential.🪙 Key Highlights:• Visible gold observed from 465m downhole in diamond hole AMD014A — the deepest intersection yet.• The high-grade gold system may now extend over 500m vertically, and remains open in all directions.• Logging and assays underway, with results expected late November to early December 2025.• Exploration fully funded following a recent $13 million placement to global institutional investors.Managing Director Adam McKinnon calls it “perhaps the single most significant result for the Myrtleford Project to date.”The latest step-down hole demonstrates strong continuity and high-grade tenor at depth — positioning Happy Valley as a potentially regionally significant gold discovery, comparable to early exploration success at Southern Cross Gold’s Sunday Creek.With drilling ongoing and further programs at nearby prospects like Queen of the Hills set to begin soon, Advance Metals is well-funded and ready to unlock the full potential of the Victorian Goldfields.🔗 Learn more at www.advancemetals.com.au#Gold #ASX #Mining #AdvanceMetals #Exploration #HappyValley #VictorianGoldfields #VisibleGold #GoldStocks