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 | 154 | Founded | 3 years ago | Last Issue | 17 days ago |
| Active | |||||
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geologotrader.comLatest Issues
The South American (Junior) Mining & Exploration Opportunity - Part 2
Seven weeks on from Part 1. What’s hit, what’s pending, what’s changed across every name, and how the book sits at the end of May, plus a new addition to the portfolio.
Seven weeks since I put Part 1 out. Long enough for the thesis to star...
My Leave Australia call option is paying off. Here is where I went, what it cost and why.
Four years ago I left Australia. Unapologetically. It took time to figure out. But that call option is well and truly in the money now, and the May budget just confirmed it.
On 12 May 2026, Australia handed down its federal budget.
The South American (Junior) Mining & Exploration Opportunity
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:
Jordan & Ferg - Mentor Chat #20 🎙️
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.
Geólogo Trader Newsletter - February 2026
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...
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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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