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Understanding balance sheet liquidity runways from cashflow cycle lows is key to selecting the multi baggers...

$BTU 80c to >$40 post buy backs & dividends kicking in >30x

$RIG 60c to >$15 >20x due to massive operating cashflow build up through 2026, debt duration push out etc
$BTU 2020 operating CF compared to 2023 > 15x

$RIG 2021 operating CF compared to 2026 > 6x
We purchased both at near cycle lows in 2H 2020.

We are replicating those themes in 2023 in:

#bitcoin miners

#preciousmetal stocks

Selected #cyclical low themes
Read 4 tweets

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