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![taobanker Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1326694710933676033.png) taobanker [@taobanker](/creator/twitter/taobanker) on x 7088 followers
Created: 2025-07-02 00:58:43 UTC

Finally got filled on a ~5% position in Taiheiyo Cement, $5233. I've been eyeing this one for a while now. Company has been buying back shares, paying dividend, and just completed a massive facility in the Philippines with plans to export some of the capacity. Crazy to think about how much money one can make owning this if Russell Napier's capex boom thesis continues to play out...


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1940213514087669952/c:line.svg)

**Related Topics**
[has been](/topic/has-been)
[money](/topic/money)
[philippines](/topic/philippines)
[stocks](/topic/stocks)
[$5233t](/topic/$5233t)

[Post Link](https://x.com/taobanker/status/1940213514087669952)