Presentation on Parex Resources
Why I think the market is really misunderstanding the company
I created this 40 minute presentation to present my thesis on $PXT.TO I believe it's a world class compounder trading at absurdly cheap valuations despite having some of the highest earnings quality of any company in the world. I have ~40% of my portfolio allocated long.
I could be wrong but I think current worries will abate! I bought a lot more yesterday.
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