TheBoatmanCapital

Exactly…

Softbank vs Berkshire I enjoyed this thoughtful article in the Economist on their relative merits. They could not be more different: - one has net cash, the other has huge debt - one invests in physical assets, the other has Open AI - one is American with large investments in Japan, the other is the reverse The article posits that only one of these stocks can beat the index over the next decade or so. It's worth your time. economist.com/business/2026/…

Predictably @Babcockplc has taken a £140m charge on its Type 31 frigate project. This takes loses on the T31 to £330m - not good given this was supposed to be a low-cost, export friendly product. BAB's original costings were never realistic. thetimes.com/business/compa…

Here's our letter to @10DowningStreet, @CommonsPAC & MPs on $HOME #REIT. The misconduct, market abuse & weaponisation of #Westminster by @LiamByrneMP. We thank MP's who have engaged the far & the willingness to start a process. MP's must act with integrity, Byrne did not.

@AIMhonesty @BoatmanCapital it looks as if other folks are onto that scumbag @liambyrnemp at last... where @ShareProphets leads....

👀🚨 Starmer's MISINFORMATION MAFIA has been EXPOSED. We've mapped this shadowy network. And it goes all the way to the top. Morgan McSweeney. Josh Simons. Kate Forrester. Imran Ahmed. Christopher Steele. Liam Byrne MP. All connected. All pushing the same agenda: silence your critics, smear your enemies, demand new laws to stop your political opponents speaking freely. Simons, when he ran Labour Together, a Starmerite think tank founded by Morgan McSweeney, paid £36,000 to have journalists secretly investigated and falsely branded Russian assets. Those smears were sent to GCHQ. Starmer's "ethics advisor", tasked with investigating this scandal, never read the evidence submitted to him by one of Simons's journalist victims. The ex-Cabinet Office Minister was exonerated. The Center for Countering Digital Hate — also founded by McSweeney and run by Ahmed from a shared Labour Together office — spent years trying to get media outlets that criticised Starmer's "extreme centrism" defunded or banned on the grounds they were spreading "hate", and lobbying governments on both sides of the Atlantic for sweeping censorship powers. Steele, the ex-British spy behind the Trump Russiagate dossier, has been writing smears about British public figures in return for fat fees. Byrne, Mr Clean Up Parliament himself, read one out in the Commons verbatim, hiding behind parliamentary privilege. As a result, an innocent man and business rival of one of Steele's paying clients lost £8 million. And still Starmer's Tufton St Mafia press for more censorship: more Ofcom powers, more platform regulation, more "emergency" controls over what critics of "technocratic managerialism" are allowed say. (Although Simons continues to insist he did nothing wrong, because he believed — wrongly as it transpired — there had been an illegal hack.) The people who want to police your speech are the last people you should trust to be custodians of the truth. Full briefing by former investigative journalist and FSU Director of Policy and Research @DavidRoseUK below ⬇️

The first time I read the EU's "Market Abuse Regulation", which is really a law, I thought I was reading something from China, which deliberately drafts to give discretion for authorities to apply the "law" inconsistently and politically. There are also contradictions and clear incompetence in MAR's drafting. I've come to believe MAR is a microcosm of the dysfunction of the EU itself.

🚨 China's Real Estate Market has erased all gains from the last 20 years

Golden age of pivots $BIRD +170% in pre

Story from Business Insider Africa - Democratic Republic of Congo cancels 79-block Manono lithium exploration permit held by $AVZ Minerals - citing non-payment of annual surface rights africa.businessinsider.com/local/markets/…

Not very impressed by huge RR buyback. This is a company with huge investment requirements (new engines for which it's seeking launch aid, Aukus, SMRs) and it's buying back nearly 10% of its equity at sky high prices..

Tom Winnifrith Bearcast: the TrustPilot conundrum and making the dinosaur wince shareprophets.com/views/84373/to…

UK SFO launches £300mn bribery probe into social housing company Home REIT ft.trib.al/ENERb8n

Home REIT was meant to support veterans, rough sleepers and people battling addiction. Instead, they were badly let down. The SFO’s investigation into suspected fraud and bribery is vital and will give answers to vulnerable people and investors alike. mirror.co.uk/news/politics/…

Good work by the Serious Fraud Office (SFO) and @viceroyresearch. At last some consequences for the outrageous looting of Home REIT plc. Roughly £1bn spent on property that was actually worth about 40% of that - where did the money go and who benefited?

This guy keeps failing up. During his tenure at Aberdeen (formerly the ludicrous abrdn) the share price has fallen roughly 30%. At IP Group the shares are off 50%. Good luck Prudential!

@SteveReedMP What about a Labour MP smearing UK citizens @AIMhonesty @BoatmanCapital as being Russian assets ( when they were not) on behalf of a foreign fraudster, will you investigate that too? shareprophets.com/views/80988/br…

So that's the end of @ArgoBlockchain on the London market. Bitcoin mining is a pretty stupid waste of effort IMO but regardless, Argo was just a garbage company. Dodgy-looking deals, endless Capex and constant shareholder dilution. We did warn you! theboatmancapital.com

BREAKING: New bear dossier on Trustpilot, the USP just makes no sense shareprophets.com/views/83752/br…

We have had en eye on Trustpilot for a while. Good to see this research from @ResearchGrizzly