AP

Equity analyst, commodities enthusiast, cricket tragic

[AP @apsehg10]

@Guv999 Would you have a view on the AUDUSD by any chance? i.e. does bearish DXY mean all currencies appreciate vs USD, or is it more selective?

[AP @apsehg10]

@MasterNumber LP1

[AP @apsehg10]

@Guv999 Thoughts on coal?

[AP @apsehg10]

@Guv999 What about oil?

[AP @apsehg10]

@graddhytrading G- over the next 3-6 months are you still bullish on uranium? If so - is the tactical play here to rotate out of oil and into uranium which has been smashed?

[AP @apsehg10]

@graddhytrading Hi G, what do you think about your coal names here? All down a fair bit from the recent highs - is now a good time?

[AP @apsehg10]

@TitansVision Already do

[AP @apsehg10]

@sizov_andre Is your view that global wheat supply is coming under some pressure after being at record levels in recent times, which in turn drives prices higher?

[AP @apsehg10]

@graddhytrading G, if in XOP and OIH ETFs, should we take chips off the table here?

[AP @apsehg10]

@sizov_andre What about the global supply situation keeping a lid on prices?

[AP @apsehg10]

@graddhytrading Hi G, glad to hear things are better for you. If oil falls say 20% from here, do you think the ETFs like OIH/XOP could experience something similar? I don’t short term trade but just seeing what kind of drawdown I’ll be risking here if I hold on

[AP @apsehg10]

@graddhytrading Thanks, so all near resistance? Any small cap names you have high conviction on outside of Uroy/iso please?

[AP @apsehg10]

@graddhytrading Hi G, what do you think of a few smaller uranium plays: GLO, EU, URG please