ABSOLUTELY COMPELLING ECONOMICS, page-327

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Mas37

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21/05/22

18:30

Post #: 61542325
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Originally posted by Tran: ↑

The market sometimes give all of us the UNBELIEVABLE opportunity to be rich because it misprices some stocks massively. HIO and GRR are just 2 of many examples.

About 6 months ago I did declare my purchase of GRR at average 60c, while HIO was at around 8c.

I put in GRR only $50k, just the tip of an iceberg compared to what I put in HIO.

Since that purchase of GRR at average of 60c, I have collected dividend of 10c twice, reducing my cost down to 40c per share.

It is now obvious that in 2-3 months time I am going to collect another 10c dividend and then 6 months after that I will again collect another 10c.

By Feb 2023, I will have collected 40c dividend from my initial investment of 60c per share, helping me practically reduce my investment in GRR to 20c per share. I am absolutely confident that by Feb 2023, GRR sp will easily be in the range of $2.20-$2.50.

If it is $2.20, my investment in GRR will become 1100%.

If it is $2.50, my investment in GRR will become 1250%.

GRR is working on increasing its current annual production from 2.6-2.7mil tons to 5mil tons, almost doubling its production. Net profit will increase by a factor of 2.2-2.3 (my estimate).
So, what I expect is:

Feb 2023 to Feb 2024 = 20c dividend
Feb 2024 to Feb 2025 = 20c dividend
Feb 2025 onwards annual dividend = 40c.

In other words, from 60c initial investment per share, I am going to collect 40c dividend (by Feb 2023) + 20c (by Feb 2024) + 20c (by Feb 2025) + 40c (by Feb 2026) + 40c each year for years and years after. I expect sp to be around $4 by 2025/2026.

Return on investment:

Put in 60c
Collect $1.20 dividend by end of 2026 and continue to collect 40c each year from 2027.
SP expected by end of 2026 = $4 and could be more if and when its 2nd project SouthDown is moving to production.

HIO was 7.5c - 8c around 5-6 months ago. I expect it to be above $3 end of 2022 or by begining of 2023. But if we hold on to dividend days, it will be an absolutely mind-blowing rewards.

GRR and HIO share one very important characteristic. That is their products earn highest profit margin within iron ore industry. Both of their products will be selling at highest prices into the fastest growing niche market of iron ore that is the DRI/EAF feedstock market.

MARKET DOES PRESENT UNBELIEVABLE OPPORTUNITIES AND REWARDS TO THOSE WHO HAVE DONE THEIR REASEARCH AND CALCULATION AND PATIENCE TO WAIT.

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it would be appropriate to say that Tran is Cathy Wood of Australia...!!

HIO Price at posting: 61.5¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last 2.0¢		Change 0.000(0.00%)		Mkt cap ! $20.33M

Open	High	Low	Value	Volume
2.0¢	2.0¢	2.0¢	$10.23K	511.5K

Buyers (Bids)

No.	Vol.	Price($)
7	1790407	2.0¢

Sellers (Offers)

Price($)	Vol.	No.
2.1¢	226400	4

View Market Depth

No.	Vol.	Price($)
7	1790407	0.020
7	1565312	0.019
3	250053	0.018
6	3733057	0.017
3	416800	0.016

Price($)	Vol.	No.
0.021	226400	4
0.022	679333	5
0.023	278352	4
0.024	439830	2
0.025	253941	6

Last trade - 15.10pm 10/09/2024 (20 minute delay)

HIO (ASX) Chart

ABSOLUTELY COMPELLING ECONOMICS, page-327

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ABSOLUTELY COMPELLING ECONOMICS, page-327

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