Quokka and Capybara.

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Quokka and Capybara.

Quokka and Capybara.

@Dan_The_Pro

Harmless as Quokka stoic as Capybara.

Abroad Katılım Haziran 2011
1.1K Takip Edilen855 Takipçiler
Jack
Jack@jackblackwell·
@PositivFuturist ISA and SIPP are also a big advantage of the UK, the other European countries do not have anything close.
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Andy
Andy@PositivFuturist·
One underappreciated advantage we have in the UK is that we can make drunken conviction bets on US stocks in the evening while the market is still open.
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Quokka and Capybara.
Quokka and Capybara.@Dan_The_Pro·
@TopTradersADVFN @DDS_DocHoliday It does get to the 30-32 range for daily highs in Nov-Apr. May-Oct it's 25-29. Mauritius is def great tax wise. 0 cap gains, no inheritance tax. I just came back from a 1 month trip exploring places to escape the UK. It ticks most of the boxes.
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Topinfo
Topinfo@TopTradersADVFN·
Wow I didn’t know that about the capital gains. That temperature absolutely perfect. It’s a little too hot here at the moment on a night but not complaining coz I would rather be a bit hot than 🥶 in the 🇬🇧 lol 😂 I still need to visit Mauritius 🇲🇺 as it looks beautiful and it’s a place I’ve never been. 🙏
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🇬🇧 𝑻𝒉𝒆 𝑫𝒐𝒄 🇨🇾
Hey Ya'll, I see my auld spar Cocopops still has a real monk on , happily posting malicious nonsense. I have a bunch of shares and options but I am not paid a penny in ECR, I wish the team well. I have a big job ahead on numerous companies, which is going incredibly well. 📈
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Patty_007
Patty_007@Patty6667·
@Dan_The_Pro I think many of us bought around that level 7.5 😂 .... now around -30%.
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Patty_007
Patty_007@Patty6667·
Ferro Alloy Resources $FAR.L just dropped below it's crash level end of October 2025. DFS diasappointment related to the #vanadium resource back then. Still, a great economic resource & company that will only wake up when vanadium really starts running?
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Topinfo
Topinfo@TopTradersADVFN·
You’re welcome and Thanks Doc. I tried to advise investors/Traders to conserve cash for when the good times and good markets come back. Be patient and let the winners fall in place at the right time. The time is NOW and those that listened to me and conserved their cash for this very moment are starting to reap the benefits these past several weeks as the markets have been on fire 🔥, and picking the right stocks and the right RNSes has been very profitable for many. As you will know sometimes the best trade in No Trade, but we know each other well enough to know that when the markets are good and on fire 🔥 like now, we can rise above the Haters and reap the benefits of patience in the market. These past several weeks have made all the waiting during the declining market worth the wait and now it’s show time and time to make that money if they conserved cash and have cash to buy. Goodnight from Thailand 🇹🇭. I can’t sleep as it’s 01:20am and it’s 32 degrees. A/C units on overdrive to keep a Yorkshire Lad in Thailand cool Ha Ha Thanks 🙏 Tops 😴 💤 💥
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Quokka and Capybara.
Quokka and Capybara.@Dan_The_Pro·
@Alexsei88 Very mature bull flag that was ready to go. I have been very interested in this since it broke out of the wedge. Now a lot more catalysts should be announced soon.
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Alexsei
Alexsei@Alexsei88·
Tämä Invinity on kyllä todella mielenkiintoinen. Onko tämä nyt se Breakout sitten? Isolla vaihdolla ainakin noustaan jo kolmatta päivää putkeen. Enteileekö tämä, että niitä isoja UK-tilauksia on saattanut vuotaa jollekin? Onko Invinity saamassa GWh-luokan tilauksia? $IES.L
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Alexsei@Alexsei88

Ostin itsekin vihdoin ja ensimmäistä kertaa läntisen maailman suurinta Vanadium Redox Flow Battery -valmistajaa. Luulen että Invinityn aika tulee koittamaan seuraavan muutaman vuoden sisällä, kun energiakriisi syvenee ja energiansaantia aletaan turvaamaan! #Vanadiun #VRFB

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Ben
Ben@bennycraven·
Why not follow the Norway model? We should be leveraging these natural resources as a means in which to transition safely, quickly and economically away from them. Not using North Sea oil/gas means buying it from elsewhere, which ultimately slows down the transition. Transitioning away from fossil fuels in a way that also makes the country wealthier; addressing other underlying problems, would be the more pragmatic approach no?
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Ed Conway
Ed Conway@EdConwaySky·
🧵The "Energy Independence Bill" just mentioned in the King's Speech is something of a bombshell. Why? Because it compels the govt to rally Parliament behind fresh legislation to ban new North Sea oil/gas licences (this has NOT been written into law yet). This is a v big deal!
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Garry Kasparov
Garry Kasparov@Kasparov63·
Socialism is like polio, it comes back when people forget about the horrible damage it did last time.
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Mr. Uppy
Mr. Uppy@MisterUppy·
#Copper +3%🔥 What is you favorite copper play?
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Patty_007
Patty_007@Patty6667·
Some movement among #VRFB stocks ... there were some others, but these caught my eye ...
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Quokka and Capybara.
Quokka and Capybara.@Dan_The_Pro·
@calvinfroedge When the guy who believes demons attacked him in bed is the American's American guy it says a lot about America.
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🏴‍☠️
🏴‍☠️@calvinfroedge·
I know his dad worked for the CIA, and I know he probably works for some faction of the deep state, but I think Tucker Carlson is an American's American He's directionally correct on just about everything
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Quokka and Capybara.
Quokka and Capybara.@Dan_The_Pro·
@TheJerzWay I meant trading my current bad system (UK) for a worse tax system (Portugal). Malta looks great by European standards, but I prefer channel Islands and Mauritius.
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The Way of Jerz
The Way of Jerz@TheJerzWay·
@Dan_The_Pro Trading one expiring regime for another isn't a strategy. Malta's non-dom has been stable for decades and has no time limit
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The Way of Jerz
The Way of Jerz@TheJerzWay·
Unpopular opinion: Malta > Portugal for tax optimization. Portugal: • NHR is dead • 10 years max • Getting more restrictive Malta: • Non-dom is alive • No time limit • EU member with actual structure But influencers don't talk about Malta because it requires actual planning.
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AHInvestments
AHInvestments@anthhodg·
#EPP “60 large-scale salt storage caverns with potential for multi-terawatt-hour scale energy storage, subject to the necessary consents and financing” “MESH is expected to be Britain's largest integrated energy storage facility” fuelcellsworks.com/2026/05/06/ene…
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MatthewB613
MatthewB613@Ballislife6132·
@robert_ivanhoe What would you say is the best way to capture the copper trade for the next 5-10 years? $COPX?
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Robert Friedland
Robert Friedland@robert_ivanhoe·
The smelter at our Kamoa-Kakula Copper Complex currently produces circa 1,300 tonnes per day of high strength sulphuric acid as a byproduct. In December 2025, when we commissioned the smelter, we were expecting to sell sulphuric acid for $200 -$250 per tonne… the most recent contract we signed is for $725 per tonne and we estimate prices will to be over $1,000 per tonne within the next month should the Strait of Hormuz remain closed. wsj.com/finance/commod…
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Josh Hunt
Josh Hunt@iAmJoshHunt·
After watching election coverage for two days, despite the nagging feeling I need to shower in bleach given the sheer amount of bs we've been bombarded with, here's my take on things... This week Labour was hammered in the local elections. Starmer's favourability sits at -45 and the government's net approval is -49. Starmer has lost the public, and no series of bold calls, cabinet reshuffles or stern language is going to change that. What's really striking to me, isn't that he's lost the public, that’s been clear for months. It's that there's no real plan for what comes next. I feel like we’re heading towards a period of political paralysis. Labour still has a large majority in the HoC, but let’s be honest, in the general election Labour only managed 33% of the vote, which equates to about 1-in-5 voting age adults actually voting for them in the first place. So whilst electorally and legally, Labour has a mandate, it doesn’t in the ways that matter to voters… the trust, the belief, the sense that the country is actually being governed on its behalf. So there’s a major gap emerging between the government and the public. So far there’s been no serious challenge from inside the party, and I believe that’s because there’s no obvious successor. So far some of the calls have been vague… “let’s give Starmer until Christmas”, which the more cynical among us will see as just a quiet manoeuvre to buy time in order to parachute Andy Burnham into a Westminster seat so he can, eventually, run for leader. But let’s unpack that a little, because this is important. Burnham isn't an MP. So to replace Starmer, a sitting Labour MP would first have to step aside and Burnham would then have to win the by-election. After a week in which Reform took Labour heartland councils, that's no longer a safe assumption. And I imagine Reform would be licking their lips at the prospect of a by-election designed to get a credible replacement for Starmer into Parliament. And assuming he wins (big if), there’d have to be a leadership challenge and eventual battle. Which would likely grind on for months. And all of this would be happening with Iran at war, the economy softening, the cost-of-living spiralling, the gilt market questioning the country's financial credibility, and social tensions rising to a point where the country feels like a tinderbox. The plan then, in other words, would be this… trigger a by-election, hope it holds, install a new leader without a public mandate, and call it stability. That isn't stability. It's an admission that the current Prime Minister can't recover. It would be an admission that the parliamentary party can't produce a credible alternative from within and that the only route forward is a sequence of fragile gambles that all have to work, in order, for the strategy to land. If a government has to go to these lengths just to find someone the public might tolerate, the question isn't who replaces Starmer. The question is why the country isn't being asked. Of course, Labour members, MPs and supporters would say this is just speculation. And they’d be right, it is. But these are the questions going on in the minds of many now. This is what paralysis looks like… a majority government that can't lead. It looks like a party that can't change direction without breaking its own rules. It looks like a public that has already moved on while Westminster argues about who gets to occupy a role the public no longer respects. Of course, I'm not discounting the possibility that this all goes supernova over the coming weeks, and Prime Minister Rayner is in place to see us through to the next election. But I'm leaning towards paralysis for now. In fairness, this isn’t just Labour. The widening gap is between Westminster and the country. And watching Nigel Farage speak last night, you really get a sense that Reform have picked up on that, and know how to use it.
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Patty_007
Patty_007@Patty6667·
@Alexsei88 Man – good to know I am not the only one down (25%) on $FAR.L 😂
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Alexsei
Alexsei@Alexsei88·
Ferro-Alloy on laskenut viime aikoina todella paljon. Aina voi laskea lisää vaikka -50% kun ollaan syklin pohjalla ja kukaan ei ole kiinnostunut sektorista. Tärkeä ostaa pikkuhiljaa laskeviin kursseihin, muuten on rumasti miinuksella kuten minä nyt. #Vanadium $FAR.L
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Brakes not included⚙️⚡️⚛️
@Dan_The_Pro @Object_Zero_ Hey look one project didn’t go well because of regulations and political fallout. I’ll ignore all the other that went well because my country can’t build sh*t ? Didn’t you guys usher in the Industrial Revolution?
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Object Zero
Object Zero@Object_Zero_·
UK Offshore Wind Hornsea 3 is the largest offshore wind project in the world, the project costs $11.6 billion. Today the main cable bundle, a 320kV DC bipole, was towed to site for hooking up the giant wind farm: The wind farm has a capacity of 2.9 GW, the project cites an expected capacity factor of 39%, so it will intermittently inject an average of 1.13 GW into the UK grid. The projected capex is around $10,270 / MW We’ve been at this for 20 years now, the technologies are commercialised, the projects are well understood and costs are mature, this isn’t FOAK, this is the mature NOAK economics. Some interesting nuances in the cost structure… The project is 120 km offshore and involves laying 680 km of cable to connect up all the turbines. The subsea cable economics are rather brutal for offshore wind, you lay 680 km of cable which operates at 39% capacity, to transport the electricity 120km to market. So whilst the subsea cable technology is excellent, offshore wind architecture requires you lay 5.6x the transport distance and 2.5x the mean export capacity. This compounds to a 14x multiplier on cable requirements. Further the intermittent on/off nature of operation results in a lot of thermal cycles and accelerated aging for the subsea cable and subsea connectors. The CfD is for 15 years, construction was ~5 years. So $11.6bn gets you ~1.13 GW for ~15 years. ≈ $78 / MWh on undiscounted capex By the time you add opex and discounting, it’s obviously more expensive. Offshore wind has really pushed subsea cable technology to an extreme place, and these cables are now capable of crazy feats. Further each 14 MW turbine is 3,400 tonnes of steel, there are 231 turbines in Hornsea 3 (3.2GW total, downrated to 2.9GW for the farm because the turbines steal each others wind) which means the 2.9 GW wind farm comes in at just under 800,000 tonnes of steel (excluding cable), delivered via Spain from China. Once operational the $11.6 billion project (financed with UK-government backed CfDs) is expected to support up to 1,200 British jobs ($10m/job, seems capital intensive rather than labour intensive, all the jobs are in the manufacturing which happens in China). The UK government is planning 50 GW of offshore wind capacity, which whilst being a highly correlated source of power, could average 20GW of power for Europe. There are highs and lows here, there are some good technologies that have been developed and commercialised for North Sea wind, but it’s not clear this is the best commercial or system architecture for some of these technologies. Anyway, the UK government is determined to keep building it out for another 3 years. I think given the North Sea wind resource this was worth trying, but I’m still not sure it’s commercially sustainable? Looks impressive though…
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