When to Buy Mining Companies (Stephen Wood Interview)

[@craigbrowne5806]

A bit awkward, but that was the best take on uranium I've heard yet. Also, good analogy between iron ore (20 yrs ago) and lithium. S. Wood was a very knowledgeable guest. Thanks dudes!

[@cronaldopwns]

Agreed. Listened to the uranium segment on lunch time at work. Got home to relisten a couple hours later. Hard hitting stuff. Insightful episode.

[@ammignani]

He is spot on re the dozens of piss ant lithium explorers kicking rocks over . They will go nowhere and waste the money of retail holders who lack expertise. We have seen it before and we will see it again. Human frailty and fomo

[@russelldunn0079]

Who invited Mr Bean to talk about commodities?

[@marcoaraujo4771]

So happy to have 55% of my portfolio in US and AUS coal. Bless you mates.

[@mthemayhem]

I'll say it, weird vibe on this one!

[@TheHackenberga]

Never heard so many non-rhetorical, rhetorical questions.

[@reecemccullough4829]

I liked it, good to see some disagreement.

[@mthemayhem]

I'm not sure Stephen was prepared for a conversation as such. He was irritatingly insistent at times and a little flippant at alternate opinion.

[@eman7282]

True - weird dynamic. Like a school teacher lecturing to school kids

[@woodywoodlstein9519]

I’m guessing this guy doesn’t get invited over for bbq very often.

[@baabaabaabaaable]

Why is he arguing with himself lol

[@MrSmileyPeople]

A good way to analyse.. see the ancient greeks .. they were always in a dialog with themselves.

[@eman7282]

A rare Wednesday video treat!?! As the French would say "let's farkin geaux!!"

[@OnPointFly]

Why won’t Trav look at JD? WTF is going on boys? You scrapping?

[@MoneyofMine]

Hahahhaha defs not

[@mthemayhem]

Just she'll shocked being talked "at" for an hour plus

[@matthall1110]

An interesting discussion. At times I was tempted to judge Stephen on some of his comments but in the end glad that the discussion was free enough that I was able to see how one fundi evaluates companies agreed or not. Great job MoM team.

[@petertimp5416]

Nice to see positivity on coal, etc

[@MrSmileyPeople]

Coal could be the meal ticket or the widow maker .. be careful. Met coal has longer duration than thermal but the problem is there will be no salvage value.

[@infinity3033]

God. Imagine sharing an office with this bloke 🤣🤣🤣

[@jlrob85]

Or being stuck chatting to him at the Chrissy party.

[@piotrturek8013]

Great conversation as always. One nit: Stephen is wrong about Lynas being the only western player capable of separating rare earths. Since very recently there is a new, growing player: Energy Fuels $UUUU

[@rebeccanobbs3747]

Out by a factor of 1000x on your size of Eraring mate. Try 2880 MW.

[@OscClev]

They know nothing about energy, it’s laughable if it wasn’t so concerning that they hold themselves out as “experts”

[@DBSYT]

Definitely some tension, but a great episode nonetheless. I hope he’s right about IGO 🤞

[@john-yn5nz]

'Aus Lithium sucks... China will dominate subsidized'" not in the same playing field

[@wapphigh5250]

Deterra just did a deal

[@SiobhanLancaster]

Timing is everything

[@benlamprecht6414]

Thanks for yet another excellent interview

[@gabrielschwarz5457]

Mountain of cash 😂 Fckng love it !!😂

[@mpt2121]

Excellent interview. Lots of value. As an ex fundie I can appreciate Mr Wood's perspective.

[@bobbafett7790]

good stuff thanks

[@reecemccullough4829]

Cheers big ears!

[@jlrob85]

You guys did well with a tough guest who clearly doesn’t get told no a lot. The type of bloke you avoid at parties (if he’s even invited).

[@trtr316]

Rather than crappy perth based stocks etc why dont you actually intetview a proper commods trader ... which will not be in perf

[@piotrturek8013]

"Why hold Deterra" - a good question!

[@tydeeup1548]

Some gems in this one, good on ya boys, love your work!

[@peterjohn5834]

Very interesting conversation and views. I don’t know what to think about IGO. My holding is so far behind and buying more has not worked, do you really buy more? To me several of these thesis point to conclusion that may not eventuate. I think solar is just too cheap and battery storage will allow Australia to become a power house.

[@eman7282]

I'm having doubts - been a holder (in my super) for more than 7 years. They bought the best assets... but at the wrong time. Now they are carrying a pile of dead wood

[@Jako8557]

good interview ✅✅

[@richarddobosz6174]

Thanks

[@steventaylor5283]

GREAT COMMENTS ABOUT DETTERA G/A COSTS UN HAPPY SHAREHOLDER THANKYOU