Retiring Investment Manager sharing their 10x10x10=1000 methodology
South East Asia
Joined May 2009
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Thought of the day: Return compounding is all about timeframes in #cyclicals, 10x over 5 years reinvested in 10x over 5 years reinvested in 10x over 5 years with 1-2 year waiting between reinvestment = 1000x over 17-19 years. Are you formulating your compounding plan?
.......1998 was the buy in of the century for #Indonesian stocks, any repeat would see us loading up the truck, note -96% in USD terms then, only -60% today....
LATEST: 🇮🇩Indonesian stocks plunge another -5.36% TODAY, wiping out $27,000,000,000 more.
The drop pushes the Jakarta Composite below 5,000 for the first time in 6 years.
It follows Friday’s -11.57% crash, its biggest daily drop since the 1998 Asian financial crisis.
Together, the 2 sessions have slashed -16.3%, with losses approaching $90 BILLION.
That takes October’s decline to -19%, its worst month since the 2008 Global financial crisis.
This comes as MSCI considers removing Indonesian stocks from its global indexes, forcing funds to sell.
#IDX It's time to dust off our #Indonesian watchlists #JKSE
Plenty of < 5x PEs and > 11% Dividend Yields to be had.....as these move to < 4x and > 15% we will commence a scale in for 3x returns over 3-5yrs
......another -25% to go
We will focus on the hardest hit (largest stockprice downside), at the lowest valuations Vs history.....
.....the 300 plus who took up this offer look like they will achieve multiple #10bagger entries over the coming 7 months
......near cycle bottom entry often collides with hate, in fact its often an indicator to act as the hate is a misstep by those who purchased out of greed near upleg highs.
.....often -98% has been a great entry point in #cyclicality for us .....scaling commences at -95%
There isn’t a #uranium developer or producer that hasn’t taken a serious hit from its 5-year highs.
I know 90% of investors don’t want to hear this, but this could be the opportunity.
I feel for investors who are deeply underwater. I’ve been through these brutal cycles several times in my career, and you learn a few things along the way.
In my opinion, uranium equities look deeply oversold, with no single obvious reason justifying the scale of the sell-off.
Could they fall further? Of course.
But I’m taking my chances and scaling in little by little.
Not financial advice. Just my opinion.
......the easiest wins commence near cycle bottoms #cyclicality
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Aura Energy BFS puts Tiris uranium project in the starting blocks | Stockhead $AEE.ax share.google/0eNUej4Pwn16nHF…
.....The bottom (lowest cost) 70% of #uranium production cost curve will likely have an average AISC of $60-65/lb in 2029.
.....the short term reality in #uranium plays resulting in 12 month delays plus when putting a project into production. This all adds to a great incoming set up as the this down leg for the sector washes out big time. We are seeing multiple #8baggers at yesterday's lows.....we will back the dry powder truck up if they drop to #10bagger setups.
🤔As I was saying and to prove my point, Deep Yellow announces on #Australia's ASX today that "current equity market conditions do not support a Final Investment Decision (FID) in Q4 2026" for its 3.6M lbs per year Tumas greenfield #Uranium mine in #Namibia.😯
As I posted yesterday: "Rising operating & borrowing costs💰⤴️ as share prices are being hammered down⏬💥🔨 will further delay crucial exploration, resource expansion, mine development & construction that's absolutely essential to fix the widening structural supply deficit🦥 sending that deficit to far deeper levels as the U3O8 commodity demand soars.↕️🗜️"
⚠️The delayed FID pushes the commencement of production to Q1 2029 at the earliest, if that FID comes in Q1 2027, with a subsequent 15-month ramp period to full nameplate capacity of 3.6 Million lbs per year in Q2 2030 if all goes perfectly, which is 4 years from now.😲
#Nuclear fuel buyers will have to keep waiting for new greenfield mines to fix the Uranium supply deficit that continues to widen, day after day.😢🤠🐂 #UraniumSqueeze 🪗
