Great interview! I traded RIG with good gains, but exited too early, unfortunately. I just entered SBSW, am long VAL, and long EQX, actually with a large gain. An interesting commodity play you could look into is Almonty Industries: it definitely is like an OTM option, but if they eventually manage to open and expand their new mine in South Korea without too much dilution, I feel they might become the Alphamin of tungsten...
Imma small money guy; but I do own a couple hundred shares in MPW. They are a very high thought of company in Alabama specifically; good reputation and character. Obviously, in this cutthroat world, their character does not mean a whole lot; but I would rather invest my money with good people than not.
@@theROIpodcast Hey bro, just wanna let you know you are doing a great job with your chanel and the guests you have on. I know you dont get the recognition that you deserve and thats unfortunate but its not because you aren't doing a great job, you are. There are plenty of great ideas you have given me and I thank you for that my fellow Victorian. Cheers mate 😊
@@theROIpodcast lot of debt. You can say the debt will be inflated away & everyone's expecting rates to be lowered. But what I think is much more likely is rates stay high as window dressing with lots of fiscal spending & treasury printing. In any case, overly dependent on macro conditions. If they pull it off operationally it's a 10x, but will take a while to play out.
Great stuff! Covered everything on my watchlist! He should be a regular! 👏🏻👏🏻👏🏻
Thank you - will look to have him on again
Great interview!
I traded RIG with good gains, but exited too early, unfortunately. I just entered SBSW, am long VAL, and long EQX, actually with a large gain.
An interesting commodity play you could look into is Almonty Industries: it definitely is like an OTM option, but if they eventually manage to open and expand their new mine in South Korea without too much dilution, I feel they might become the Alphamin of tungsten...
Nice interview guys!
Thank you
Imma small money guy; but I do own a couple hundred shares in MPW. They are a very high thought of company in Alabama specifically; good reputation and character. Obviously, in this cutthroat world, their character does not mean a whole lot; but I would rather invest my money with good people than not.
good to hear
amaze
Bro, what's going on with New Fortress? You got any update on that? Why is it tanking so much?
I have no idea, from what I gather fast LNG is actually progressing..
@@theROIpodcast Very weird, I suppose thats how it is with these stocks, you gotta stomach the volatility. Chance to add more you reckon?
@@amidza1991 potentially, if you haven't hit your max allocation
@@theROIpodcast Hey bro, just wanna let you know you are doing a great job with your chanel and the guests you have on. I know you dont get the recognition that you deserve and thats unfortunate but its not because you aren't doing a great job, you are. There are plenty of great ideas you have given me and I thank you for that my fellow Victorian. Cheers mate 😊
@@amidza1991 Thank you very much. I really appreciate it. please feel free to share.
Mpw. St joe.
mpw has some hair on it
@@theROIpodcast lot of debt. You can say the debt will be inflated away & everyone's expecting rates to be lowered. But what I think is much more likely is rates stay high as window dressing with lots of fiscal spending & treasury printing. In any case, overly dependent on macro conditions. If they pull it off operationally it's a 10x, but will take a while to play out.
@@rickfool1452 indeed - they are somewhat protected given their tenants are hospitals