In this week’s episode of New World Talks, I spoke with Trader Ferg about expensive uranium, cheap tin, and some lithium stocks. Later on, I interviewed 1 uranium company and 2 lithium companies.

More specifically, Ferg told me about the importance of intrinsic value in investing, with a focus on assets with real cash flows and strong fundamentals.

Trader Ferg also explained to me the sustainability of the current decline in oil demand, the potential implications of a large nuclear build-out, and the underperformance of certain energy commodities like coal & gas.

Lastly, we spoke about the dynamics of the tin market, the rising price of uranium, and concerns about the high initial costs of electric vehicles.

Visit Trader Ferg’s website: https://traderferg.substack.com/

After the market overview, I interviewed 3 stocks:

1. Baselode Energy CEO Interview with James Sykes (TSX-V: FIND) - uranium stock with exposure to the Athabasca Basin, Canada. This company has paid for the production of this interview.

Baselode Energy’s website: https://baselode.com/

2. Brunswick Exploration CEO Interview with Killian Charles (TSX-V: BRW) - lithium stock with exposure to James Bay, Canada.

Brunswick Exploration’s website: https://brwexplo.ca/

3. Noa Lithium Brines CEO Interview with Gabriel Rubacha (TSX-V: NOAL) - lithium stock with exposure to the Salta Province, Argentina.

Noa Lithium Brines’ website: https://www.noalithium.com/

THIS VIDEO SHOULD BE TREATED AS AN ADVERTISEMENT FOR BASELODE ENERGY, WHO HAS PAID FOR THE PRODUCTION OF THIS ADVERTISEMENT. NO QUESTIONS WERE EXCHANGED, AND NOBODY SAW THIS PRIOR TO ITS PUBLICATION.

The information provided herein is general and impersonal in nature and meant for entertainment purposes only. The viewer acknowledges and agrees that the information does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy.

The host is not a licensed investment advisor. He is just another talking head on the internet. He might own shares of companies mentioned in this publication. Always assume he doesn't know much more than a potato does. Although none of the companies included in this episode have paid for the production of the video, still consider everyone herein biased.

The mining and exploration space is among the riskiest sectors to invest in. The risk of anything mentioned in this publication is 100% loss of capital. If you don't read the official documents provided by the company on www.SedarPlus.ca, you will lose all of your money.

Timestamps:
00:00 Recap
00:42 Intro
01:27 Importance of Intrinsic Value
09:44 Oil: Concerning Sustainability of High Oil Demand
17:09 Coal: Investment Strategies
31:53 When do you sell hated equities?
36:02 Uranium: Is Uranium too expensive?
47:17 Tin: Dynamics of the Tin Market
58:16 Battery Metals: Cheap EV affecting demand?
01:03:29 What else is Ferg looking into?
01:09:54 Contact Details Trader Ferg
01:10:27 Important warning
01:12:00 Baselode Energy Company Overview
01:12:58 Baselode Energy CEO Interview
01:52:46 Brunswick Exploration Company Overview
01:58:07 Brunswick Exploration CEO Interview
02:58:25 Noa Lithium Brines Company Overview
03:04:55 Noa Lithium Brines CEO Interview