P Y's comment on HENGYUAN. All Comments

P Y
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I am buying HY for the free
cash flow. Follow Warren Buffett's investment strategy. Buy companies for the free cash flow provided the valuation is reasonable. HY is expected to make Rm3-4 in 2026 alone. Now it is 2.60 only. Below its FCF in 1 year. HY should be trading at 4x FCF = 25% ROI. Even if the war ends tmr, the world still need to replenish the draw down of reserves which is almost 1 b barrels.
When a company is trading below its FCF, buy.
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AlphaSage
Today saved by the bell. If Brent close below USD90, RM2.55 will collapse. Now no chance collect.

2 weeks from now, we will know who are the fool between those buy and held with those panic sell.
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