We are independent thinkers $WKT 1.2x 2024 (0.6x 2027) CF, $CKA 1.8x 2024 CF (0.4x 2027) and $AEE 1x 2025 CF (0.5x 2028)
#metcoal
#expandablegraphite
#uranium
#metcoal
#expandablegraphite
#uranium
https://twitter.com/InvestingCanons/status/1633139139074834435
We won't mention a position unless we own it or are accummulating it (and eventually scaling down, often due to size constraints of our 20 baggers), sometimes in size, we are paid by noone to promote anything. We are asset managers who investor near cycle bottoms.
Many of our core positions are difficult to replicate, hence we are cycle holders, particularly in #uranium.
$CKA while we believe the #coal cycle is against us, the company will scale up to 5mtpa through 2027 and produce 3x it's current cap in cashflow in due course.
$CKA while we believe the #coal cycle is against us, the company will scale up to 5mtpa through 2027 and produce 3x it's current cap in cashflow in due course.
We love our pre-production plays moving through production to become contributors to the economies they operate in, employment, GDP contributors and positive corporate citizens. We believe we are owners of real businesses, not stock traders.
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