Adrian

6.5K posts

Adrian

Adrian

@AdrianSCp

Kiwi living in LaTam. Obsessed w/ the markets. Investor. Tanguero. Long uranium since 2017/18. Geoarbitraging. Ex-intel (GCSB, NZ Police).

Katılım Mart 2019
1.9K Takip Edilen242 Takipçiler
Adrian
Adrian@AdrianSCp·
@rektcapp Going concern risk.... Massive debt payment due in Sept. Rollover? Dilution?
English
0
0
0
21
🐸
🐸@rektcapp·
$LGO The only vanadium play in my portfolio, added around these levels. Expecting a nice run to around $10 at some point in 2027/2028 "Buy more" area for me is around $0.80 if it gives
🐸 tweet media
English
2
0
5
1.6K
🐸
🐸@rektcapp·
Portfolio Overview — Vol. 1 $KOS $TAL.TO $IPI $KCLI.CN $LGO $PLSR $SGML soon as a pure lithium exposure Adding uranium exposure soon as well Gold and silver miners will come into play once the metals correction is done
English
1
0
4
2.8K
Adrian
Adrian@AdrianSCp·
@BULLReturns @vedantg94 Looking to see what they will do come Sept when debt is due before adding more $LGO. Dilution likely?
English
1
0
2
364
Cycle Bottom
Cycle Bottom@BULLReturns·
@vedantg94 ....the view is on vanadium, LGO is just a way to play it.
English
3
0
3
334
📢Rebelión en la Granja🚨
🎵🇭🇷 Croacia irrumpe en la final de Eurovisión con un himno histórico que denuncia la ocupación otomana y revive la tradición de tatuajes cristianos para proteger a las jóvenes. La canción para la final interpretada en su idioma materno que no tiene nada de woke denuncia la ocupación turca islámica de sus tierras durante siglos y recuerda la antigua tradición croata de tatuar motivos cristianos en las niñas católicas para evitar que fueran raptadas, convertidas al islam y sometidas a esclavitud sexual. El tema, que incluye versos como “por eso muchos eligieron la tumba, nuestras madres no parieron esclavos”, ha sido aplaudido como un acto de valentía cultural en plena era de corrección política, mientras Turquía ya elevó quejas oficiales. Los vecinos croatas, lejos de autocensurarse, han convertido el escenario europeo en una lección de memoria histórica porque la historia se respeta.
Español
502
7.4K
33.8K
856.8K
Adrian
Adrian@AdrianSCp·
@BuySellBA Buy 6 maples (30 eggs per maple) for 55.5k pesos. Delivered to your door. Organic/free range.
English
1
0
1
44
Adrian
Adrian@AdrianSCp·
youtu.be/rkCg7wR3_hI?si… $ASPI mentioned on Bloomberg as a supplier of nuclear fuel to Terrapower. A reminder of why we invested!
YouTube video
YouTube
English
0
1
15
8.5K
Adrian
Adrian@AdrianSCp·
@Andre_AGTC When is the new NDA approval deadline? Given 20 June is no longer the date for the decision we want....
English
0
0
0
41
Adrian retweetledi
Olena Rohoza
Olena Rohoza@OlenaRohoza·
PUTIN “SAW THE LIGHT” after the parade! According to sources close to the Russian president’s administration, after the parade Putin held a closed-door meeting and, for the first time in a long while, openly admitted that the war must be ended. He reportedly said the following almost word for word: “We cannot continue. This is leading us to catastrophe.” The Kremlin has allegedly begun urgent preparations for ending the war. • The General Staff has reportedly been instructed to start developing a mechanism for withdrawing troops from Ukraine. • Diplomatic channels (through Turkey, China, and intermediaries) have already been activated to launch a negotiation process. • Witnesses claim Putin looked pale, nervous, and for the first time in many months appeared genuinely broken.
Olena Rohoza tweet media
English
767
1.5K
5.9K
667.3K
Adrian
Adrian@AdrianSCp·
@visegrad24 Ran out of troops for the parade and scared of Ukrainian attacks.
English
0
0
0
16
Visegrád 24
Visegrád 24@visegrad24·
Putin’s most pathetic Victory Day Parade yet The parade lasted just 45 minutes and featured no military vehicles whatsoever. After Putin’s speech, viewers were instead shown a 7-minute propaganda video about new Russian military equipment. This year’s parade had a drastically reduced marching column, only 12 parade units walked through Red Square, nearly three times fewer than in 2024. North Korean soldiers marched across Red Square. The parade commentator claimed they had “liberated the Kursk region from neo-Nazi occupiers” and "showed mass heroism." Kim Jong Un did not attend and only sent Putin a congratulatory postcard. The stands were filled with the leaders of Belarus, Kazakhstan, Uzbekistan, Malaysia, and Laos. After the parade ended, Putin hurriedly left Red Square.
English
204
1K
5.8K
446.3K
Adrian
Adrian@AdrianSCp·
@PaulSkallas Lol...that's an interesting take. Considering Ukraine is supposed to be under Russian control by now. He just could not continue anymore
English
0
0
0
585
Adrian
Adrian@AdrianSCp·
@ImpactoEterno The commentary in the video was complementary of the driver/car
English
0
0
0
134
ImpactoEterno
ImpactoEterno@ImpactoEterno·
El dueño de un Range Rover en China quiso demostrar que su coche es más fuerte y mejor que los autos chinos, así que decidió retarlos dentro de un pozo lleno de agua y jabón, y estaba seguro de que el resultado estaba decidido... pero lo que pasó al final sorprendió a todos.
Español
155
639
14K
1.5M
Adrian
Adrian@AdrianSCp·
@exec_sum New Fortress Energy stock is in the tankers bc he took his eye off the ball
English
0
0
0
2.7K
Exec Sum
Exec Sum@exec_sum·
A Chinese woman attempted to extort PE billionaire Wes Edens out of $1.2B after getting STDs from a hookup that began over LinkedIn DMs Changli 'Sophia' Luo, founder of non-profit One World Initiative Advocacy, chatted up Wed Edens over DMs before eventually sleeping with him on their third meeting in 2023 Their flirty rapport turned hostile as Sophia began threatening to leak videos of them having sex. She reached out to Eden's family members, including his ex-wife and current girlfriend, and threatened to approach Fortress' investors and 'taint' Edens in an attempt to extort money from him via mediation Edens, the founder of $50B AUM Fortress Investment Group, initially settled via mediation for $6.5M before Sophia tested for HPV-16. Sophia then threatened to 'destroy' Edens if he didn't take 'responsibility' and re-settle for $1.25B Sophia was arrested while attempting to flee to China. She is currently on house-arrest ahead of trial
Exec Sum tweet mediaExec Sum tweet media
English
60
63
918
689.1K
Daily Loud
Daily Loud@DailyLoud·
32-year-old Broadway dancer Rhamell Burke pushed a 76-year-old retired teacher down New York City subway stairs, killing him.
English
2.2K
4.7K
25.2K
3M
Adrian
Adrian@AdrianSCp·
@TaraBull F ing insane that servers get paid 2.13 an hour. Ridiculous
English
0
0
0
4
TaraBull
TaraBull@TaraBull·
"If you can't afford to tip, you can't afford to dine out." Thoughts?
TaraBull tweet media
English
17K
447
4.7K
1.5M
Adrian
Adrian@AdrianSCp·
@therealmissjo If the girl at 14 offs the two, she should be ok with her age and disabled state?
English
0
0
0
7
Miss Jo
Miss Jo@therealmissjo·
Words fail me. A 14 year old disabled girl was in a shopping centre in Uppsala, Sweden last November. Two boys dragged her into the disabled toilets where they took it in turns to rape her, over several hours, beating her buttocks and back and threatening her with violence if she reported the rape. They also filmed it all, and said they would spread the video if she told anyone. Thankfully, she ignored that, told the police and they have found and charged the two boys. So who are the two boys? The first is a 17 year old Syrian immigrant who has been given a Swedish passport. As such, under Swedish law he cannot be deported. He has been charged with making child pornography (which he admits) as well as rape. He was also convicted of aggravated assault after repeatedly kicking a man in the head a couple of months ago. For that offence had to do 70 hours of youth service. The second is a 14 year old Afghan immigrant. Under Swedish law he cannot be found to be criminally liable because of his age. Therefore he will be assessed for guilt but there will be no penalty even if he is found guilty.
Miss Jo tweet media
English
2.3K
8.8K
23K
955.6K
Trader Theory
Trader Theory@tradertheory·
This is who you're trading against.
English
638
1.9K
30.7K
1.9M
Adrian
Adrian@AdrianSCp·
@capitalistexp Who gets hurt? Who produces the most oil in the world and net export oil? Who can enforce the blockade better?
English
0
0
0
28
Adrian
Adrian@AdrianSCp·
@BBMagaMom Look at him and look at her. Makes no sense that she is after him and not the other way around. Common sense. If you want a sex slave, would you go for someone that looks like him? Get real ppl
English
1
0
0
727
Bethany O’Leary 🇺🇸 🦅
Bethany O’Leary 🇺🇸 🦅@BethanyForTruth·
🚨This absolute POS Chirayu Rana accuses his JP Morgan boss of turning him into her “sex slave,” claims she racially insulted his wife… “I bet your little Asian fish head wife doesn’t have these cannons.” 💀😭 THEN we find out he faked his own dad’s death for 3 months paid leave….ANDDD HE doesn’t even have a wife (fake wedding ring, made it all up). Grifter piece of shit. Deport this clown back to India immediately. No more scamming American companies with fake victim stories. Lying scumbags like this are why real victims get ignored. Lock his ass up or ship him out. Enough. 🔥
Bethany O’Leary 🇺🇸 🦅 tweet media
English
774
3.3K
19.3K
1M
Adrian
Adrian@AdrianSCp·
@WilfredFrost @gave_vincent @Gavekal The guy has been long China for years lol. Often wrong. Fundamentally, China is not rewarding capital hence the stock market for the last 15 yrs.
English
1
0
4
487
Wilfred Frost
Wilfred Frost@WilfredFrost·
BUY CHINA – that’s the message from this week’s guest on The Master Investor Podcast – Louis Gave @gave_vincent, the Founding Partner and CEO of @Gavekal, one of the most unique and insightful market research firms in the world. IRAN WAR: “China comes into this crisis better prepared than pretty much anybody out there… & has more oil and storage than the rest of the world combined.” LONG TERM: “China has the lowest cost of capital, the lowest cost labour, the lowest cost of electricity, and has the world's cheapest currency and it's not even close… And that makes for a very powerful combination.” WARNING: UK, France and US bond markets are vulnerable. Timestamps: 00:00 Intro 03:28 Iran War – likely path 05:34 Iran War – inflation coming 08:04 Iran War – who is most exposed 13:37 UK, France, US bond markets vulnerable 15:55 Bearish on defence stocks 20:38 China well prepared for Iran shock 28:20 China screaming buy long term 34:56 Constructive rest of Asia 36:12 US overvalued? 41:33 Know your strengths
English
23
68
438
98.4K
Adrian
Adrian@AdrianSCp·
@BuySellBA Been thinking about this point. I think even local elites want to have a system that only they can navigate. Maybe middle class that don't benefit from the dysfunction capture want to get rid of it. But I am not so sure centimillionaires and billionaires want a functional system.
English
1
0
1
59
BuySell BA
BuySell BA@BuySellBA·
@AdrianSCp Exactly. Heard about that from many, many people. That's the problem here. Even when you want to do things right it's impossible many times. It's the reason Argentina always has so many economic disasters. Few things work here well and plagued with corruption.
English
1
0
0
427
BuySell BA
BuySell BA@BuySellBA·
British, Americans and Russians are getting rejected at EZE Airport in Buenos Aires for past overstays - Banned from entering Argentina for 8 years There are multiple reports on ExpatsBA of Americans, British and Russians getting banned from entering EZE airport. These people have overstayed in the past and paid the overstay fee. Some are getting banned from re-entry for up to 8 years. Ouch. This administration doesn't seem to be messing around. They are starting to ban lots of foreigners from entering if they have broken the law and overstayed before @BuySellBA
BuySell BA tweet media
English
65
29
294
82.3K
BuySell BA
BuySell BA@BuySellBA·
That is a real shame because Argentina needs people like you. That is what happens here. It chases out a lot of people that would be the perfect citizens. People that have net worths, won't sponge off the system or take resources. Yet with Mercosur, they let in all the dregs of society that only take and don't. give. Part of the reason we have been saying Argentina needs to leave Merosur or needs to drastically change the program.
English
1
0
2
140