Timestamps : 00:00 Intro 00:40 What are we going to talk about? 01:10 Vision 01:35 5 levels of a trading firm 04:53 Responsibilities of the team 05:27 Structure 06:10 Opportunity 07:22 Our edge 08:48 The Numbers 10:24 Start of the Q&A 11:36 Where are you going to set up the company? 12:04 How are you going to fund your first deal? 12:15 Pricing forecast? 13:55 buying EXW and sell CIF? 14:56 How do you finance your deals? 15:24 What about energy? 16:21 How do you find small mines? 17:10 Selling FOB? 17:19 Why tin ore? 18:06 How do you make sure that the operation on the ground goes smoothly? 20:03 Commission? 20:17 What are the roles needed to start a commodity trading company? 20:56 Cashflow business (explanation) 22:51 my wife asks a question 23:20 what if you have more capital 26:09 Sanctions, what does it mean for Geneva? 27:38 Other commodities considered? 30:09 Best jurisdiction to set up a company? 30:14 Buy the mine? 31:09 Good trading book? 33:59 Is agglomeration a good business model? 34:52 Chance of the copper cathode deal to work 35:56 Capital to start? 36:56 Local partner? 37:52 What 3 commodities to start? 38:53 Are you going to hedge? 39:23 LOI? 41:14 How to find a buyer? 43:13 What's your edge? 46:09 Who buy for the grain at the port? 46:37 FOB-CIF funding problem 47:37 Looking for writer for my blog 49:41 How to pitch a deal? 53:00 What does it mean when a trading firm carry a deal 53:47 Timeline for your new company? 57:34 fake LC? 58:10 Night club?
