PhilHK
@phil_hk
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Native Swede in the Far East. Buys hated assets. No investment advice. "I skate to where the puck is going to be, not where it has been." -Wayne Gretzky
Joined May 2019
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@oilgastourist @rockcreekfreak Maybe.. I think it’s a cycle, I have been following the companies for 20 years. They always been doing buybacks in IPC, and very longterm it is accreditive. But they were doing doing bb in 2018 as well and then collapsed 85% in 2020 (when I bought btw).
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RT @uselinkinv: $XPTUSD 1W; #Platinum currently exhibits by far the most explosive momentum structure. Should it break to the upside, an…
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@MikeFritzell @smartkarma Yes and then we haven't even discussed road infrastructure (or lackthereof) in places like ID. Even if I had money I would rather have a Toyota Land Cruiser or other 4x4, instead of an EV that needs to be recharged for 1h every 200km.
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@MikeFritzell @smartkarma Also Astra controls the whole chain, car financing, car insurance, spare parts etc.
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RT @Seawolfcap: Central banks are trading bonds for gold, yet nobody in the US owns gold and they have 40% in bonds.
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At this rate we will be clocking 16% total shareholder return for 2025.
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@adcha91 @pandawatch88 Just to get the record straight Adrian.. As I remember you were also bearish platinum, Astra International, Ecopetrol, Africa Oil? Was it all or did I leave anything out? Just want to make sure I keep my receipts in order 😅.
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@ValuePraya @pandawatch88 I think average tourist spend is a higher. Different type of tourist. In the beginning when they did tours, they took them to eat at Fairwood and Cafe de Coral. Now many 5 stars hotel booked out. Maybe at discounted rates, but still.
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