Henrik

Private Investor in Resource sector. Tweet about Energy transition and investments.

[Henrik @Henrik115]

This has certainly been an amazing year for PM Investors and my performance this year exceeded all my expectations. 8 year GAGR ~50%.Thread below on how it was possible.

2025: +378%
2024: +12%
2023: -7%
2022: +44%
2021: +91%
2020: -16%
2019: +112%
2018: +18%

[Henrik @Henrik115]

@Gwanouradat @ChineseAutoRev @cryptotron38 I don’t think anything changed

[Henrik @Henrik115]

$orv.to 1-year chart. This volatility is pretty crazy.

[Henrik @Henrik115]

@Mrnikky84 That would have increased returns, i hope fore dividend in 2027 that can attract more long term buyers

[Henrik @Henrik115]

@ChineseAutoRev @cryptotron38 New process that take some time to calibrate. Metals are there, no mining cost, just about how to recover it. I think they get there in a some time.

[Henrik @Henrik115]

@snejanalewandow Need to start paying dividends to attract more long term holders

[Henrik @Henrik115]

Paris is still a very nice city if it is not a protest/riot day. Luckily we are here in between protest days.

[Henrik @Henrik115]

@cryptotron38 It is difficult to set as metall price move a lot. But I think it will hit 4 CAD by mid-27 once Don Mario operation is fully up and running and visible in financials. Long term could much higher with Taguas.

[Henrik @Henrik115]

@GsawickiSawicki SLP with buybacks holding much better.

[Henrik @Henrik115]

Tharisa $THS.L #THS Production report for Q4 and full year FY2026 https://t.co/0gch4GljKj

[Henrik @Henrik115]

@GsawickiSawicki Crazy sell-off, seems like someone want out and sell into low liquidity.

[Paulofutre @Milinkoeterno]

Interesting.....

[Henrik @Henrik115]

This is why you need to save when you are young and later save for your kids. Wealth creation takes time but once you manage to get a serious compounding effect it is incredible and life changing.

[Seb's FIRE Journey @SparkingFIRENC]

We are both 35 years old

I have $0 and you have $200,000

Moving forward you invest $0 and I start investing $1,000 a month every single month

We each get a 8% average return

I will never catch up to you

[Henrik @Henrik115]

Everyone-likes-platinum-nobody-owns #platinum https://t.co/6xMrHQH3w9

[Henrik @Henrik115]

@tradlvalu Agree. Land usage in comparision is also much smaller. Each nuclear site in Sweden produce more electricity than all Denmarks wind mills combined.

[Henrik @Henrik115]

@Regadenoson @SultanAmeerali It is not a small position, one of my eight core positions, normally don’t comment on my exact position size.

[Henrik @Henrik115]

@Safemultilever Correct

[Henrik @Henrik115]

Känns som svenska börsen utanför large cap är ett minfält just nu.

[Nicklas Andersson @Investeraren]

🇸🇪 Intrum kraschar -42,6% som mest idag efter sin rapport som bäst kan liknas vid en kalldusch 🥶 Denna aktie gick som tåget i början på förra årtiondet, sorgligt att se den enorma värdeförstöringen sedan dess. En gång i tiden var detta ett ex. på att även ett bolag utan ägare av kött och blod kan gå riktigt bra - nu har aktien backat under sju av de senaste åren och tappat -95% bara i år #PrataPengar #Finanstwitter

[Henrik @Henrik115]

@Safemultilever @johny777888999 I do some rotations so increased oil exposure in september

[Henrik @Henrik115]

Here we go again. Tough days for miners

[Henrik @Henrik115]

Gold down one day, oil down the next. My portfolios have been falling every day in the last week. Tough days to end an otherwise nice Q3. In the longer perspective the companies in my portfolio are on track with high FCF and growth ahead. #oil #gold

[Henrik @Henrik115]

@Safemultilever Just small part of portfolio in real estate stocks

[Henrik @Henrik115]

Next question what EV does a typical 100k bopd producer have? Answer 3-6bn usd. For Enquest to reach the low end it is around 150% upside. If oil stay high through 2027 debt will also likely be cut in half, adding further upside. https://t.co/pzDeReFCtV

[Henrik @Henrik115]

#ENQ $ENQ.l I asked Grok to analyse how much Enquest can earn in 2027 at an oil price of 100$. The Malysian acquisition will more than double production and the price effect now looks like it can double EBITDA vs. The 900m$ estimate at 68$. Mcap 793m$ https://t.co/qhZgWeZMvo