
Tasmanian geologist. Left Australia and built a life in South America. I write about junior mining opportunities from inside the industry, and how to stay sovereign in a world full of government overreach.
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 152 | Founded | 3 years ago | Last Issue | 2 months ago |
| Active | |||||

How I'm playing resources in a part of the world I've been embedded in for four years - living it, working inside the companies, and building positions with a deliberate appetite for asymmetry.
Lately, I keep coming across the phrase:
Watch now | Ferg’s current #1 war-time trade, My mineral/spec-heavy portfolio getting tested, Hydrograph, Ferg talking macro… me trying to keep up.
Trader Ferg unpacking what’s actually going on beneath the surface right now.
Andina Copper thoughts, internationalisation and US LLC tax paperwork tips for this time of year, my entire portfolio including a new 9% position, and my next moves in South America.
Just arrived in the city of wine and, surprisingly, grea...
Reviewing January and early February: Andina Copper thoughts, major portfolio changes, a week at VRIC in Canada, and time parked up in the foothills of the Argentine Andes.
I spent a week in Vancouver recently for VRIC, the Vancouver Resou...
First chat for 2026, no one wants to hear me talk about macro, so I asked what he thinks about the insanely hot market sentiment in commodities.
He basically says we haven’t seen anything yet, the real question is how he would position fo...
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The writers behind this newsletter.
Tasmanian geologist. Left Australia and built a life in South America. I write about junior mining opportunities from inside the industry, and how to stay sovereign in a world full of government overreach.
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