Sharpfokus Brief – July 18, 2025
Top of the Top 100
Big news today from the Sharpfokus Top 100.
🧾 PAM Mineral (NICL.jk) has released its second-quarter results — and they’re exceptional.
Cashflow is strong, pushing Cashflow Return on Assets (CFROA) up to 61%. That makes NICL the new #1 in our Top 100 — even ahead of US leader Nvidia, which is just under 50%.
This kind of return implies an effective payback period of less than 20 months. That’s a new benchmark for capital efficiency.
🚨 The share price has reacted — market value equivalent has jumped to 58%, which is just a couple of percent below the current cashflow return.
There may still be some room, but not much.
To get access to:
✅ 7X a week research reports on the Top 100
✅ Full data on 95% of Indonesian market cap
✅ Morning meeting access
📲 Subscribe at Sharpfokus.com/subscribe
Top of the Top 100
Big news today from the Sharpfokus Top 100.
🧾 PAM Mineral (NICL.jk) has released its second-quarter results — and they’re exceptional.
Cashflow is strong, pushing Cashflow Return on Assets (CFROA) up to 61%. That makes NICL the new #1 in our Top 100 — even ahead of US leader Nvidia, which is just under 50%.
This kind of return implies an effective payback period of less than 20 months. That’s a new benchmark for capital efficiency.
🚨 The share price has reacted — market value equivalent has jumped to 58%, which is just a couple of percent below the current cashflow return.
There may still be some room, but not much.
To get access to:
✅ 7X a week research reports on the Top 100
✅ Full data on 95% of Indonesian market cap
✅ Morning meeting access
📲 Subscribe at Sharpfokus.com/subscribe