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@phil_hk
"Interesting that Sterling Metals $SAG.V chief geologist Neil O'Brien is on the board of $NGEX. Would definitely set the stock on fire if the Lundin family would get involved"
X Link @phil_hk 2025-10-09T05:35Z 1115 followers, 1025 engagements
"A bit more background on Neil O'Brien. $SAG.V $NGEX.TO $LUN.TO $LUMI.ST"
X Link @phil_hk 2025-10-10T05:28Z 1116 followers, XXX engagements
"The historical total return performance from SARS lows is one of the best among HK listed developers. Below compared to K Wah $0173.hk Great Eagle $0041.hk Henderson Land $0012.hk Sun Hung Kai $0016.hk. Only beaten by K Wah who benefitted greatly from Galaxy's success"
X Link @phil_hk 2025-10-15T08:55Z 1115 followers, XXX engagements
"Load up on black gold. $EC $PBR $MER.TO $AOIFF"
X Link @phil_hk 2025-09-09T06:05Z 1115 followers, XXX engagements
"@adcha91 The production is a fraction of gold about XX% of production is in South Africa and Russia. The market is very small it doesnt take much to corner/squeeze it"
X Link @phil_hk 2025-10-12T14:45Z 1116 followers, XX engagements
"I recently added to my already big portfolio allocation of oil equities. $MER.TO $EC $PBR.A $EGY $GTE $KOS"
X Link @phil_hk 2025-09-25T08:21Z 1116 followers, XXX engagements
"$sbsw $pplt $zpla #platinum"
X Link @phil_hk 2025-10-12T14:17Z 1116 followers, XXX engagements
"$BTI $BATS.L"
X Link @phil_hk 2025-10-06T15:21Z 1115 followers, XXX engagements
"Is Superman Li back For all the talk about forced sale I think Li knows what he is doing. Selling part of the ports business for a sum that equals MCAP of CKH at the same time they were merely generating XX% of the revenue. Oh also do you remember when he sold the Center"
X Link @phil_hk 2025-03-05T03:23Z 1115 followers, 12.7K engagements
"Keck Seng down XX% post-H1 results & dividend. If Sofitel NYC delivers in H2 & other segments hold expect stronger H2 & 2026. AGM: Mgmt open to historical dividend levels if operations stabilize/capex comes down. Dividends around 2010-2013 were XXX HKD & 2018-2019 around 0.16"
X Link @phil_hk 2025-10-15T08:43Z 1116 followers, XXX engagements
"$EC $PBR.A $MER.TO $AOIFF"
X Link @phil_hk 2025-09-08T11:15Z 1116 followers, XXX engagements
"Hysan $0014.HK breaking out above HK$16 today 1H25 results showed resilience in tough HK market: turnover +2.2% to HK$1.73B profit +1.2% to HK$1.03B. Retail occupancy up to XX% from XX% office to XX% from XX% tenant sales +8% YoY. HK$8B new capital recycling goal"
X Link @phil_hk 2025-09-10T07:11Z 1116 followers, 1310 engagements
"Theres a lot of doom surrounding Hong Kong & HSI. The narrative is that HKs days as a financial center are numbered. Everyone is entitled to their belief but think this is complete bullocks. I urge everyone to read this to get a better understanding:"
X Link @phil_hk 2024-02-08T09:23Z 1115 followers, 35.4K engagements
"Another property developer in HK which is looking increasingly attractive is CK Asset $1113.HK (Li Ka Shing). Gearing super low net debt/equity stands at 3%. Remember CK sold The Center at the top of the office boom in HK in 2017 for 5B USD"
X Link @phil_hk 2024-06-27T08:14Z 1115 followers, 7224 engagements
"Looks to me $BTI $BATS.L is near a breakout"
X Link @phil_hk 2025-04-17T04:34Z 1115 followers, 1958 engagements
"Think time to move some money into oil $MER.TO $EC $PBR.A and some new small cap names $EGY $GTE $KOS to spice it up a notch"
X Link @phil_hk 2025-09-25T04:12Z 1116 followers, 1169 engagements
"@adcha91 Platinum market is incredibly small. In the past few years we had deficits. I think Platinum is the cheapest and most hated precious metal and therefore will have the greatest bull run. The Hybrid EV story is just cream on top"
X Link @phil_hk 2025-10-12T14:41Z 1116 followers, XX engagements
""History doesn't repeat itself but it often rhymes." $EC $PBR.A $MER.TO $GTE $EGY $KOS"
X Link @phil_hk 2025-09-29T07:41Z 1116 followers, 1171 engagements