Greig

4.7K posts

Greig

Greig

@KoR_Wraith

Glasgow, Scotland Katılım Temmuz 2007
254 Takip Edilen70 Takipçiler
Khalid
Khalid@khalidmalinguur·
I’ve been to the most tropical countries with weathers that reach 35°C and none of them feel as hot as when the UK hits 27 or 28 degrees. It’s unbearable.
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Greig
Greig@KoR_Wraith·
@DonaldPond6 Because income is too easily disguised as capital gains
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Donald Pond
Donald Pond@DonaldPond6·
Rather than increasing the rate of CGT, why not make it zero? Send out a clear message that investing is good, making money is good, and everyone should do it to improve their lot. There should be more to politics than punishing success.
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Greig
Greig@KoR_Wraith·
@Riccardino999 @RichardBurgon That 4 million figure includes full time carers and those with severe mental or physical impairment...
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Mr Rhino
Mr Rhino@Riccardino999·
@RichardBurgon What about the 4 million fuckers on benefits that don't work and don't create any wealth ? Maybe we should be forcing them to do something!
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Richard Burgon MP
Richard Burgon MP@RichardBurgon·
New figures show British billionaire wealth is UP again. It’s more than DOUBLED since 2010. ▪️2010: £250bn ▪️2026: £670bn While millions struggle to get by, the billionaire class keeps taking more and more. Tax extreme wealth now!
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Greig
Greig@KoR_Wraith·
@mikeosmond @MAGAPEDO2028 @TAFKASB Since when does the closing a tax loophole with minimal positive externalities and open only to the better off in society equal theft?
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Snookerbacker MBE 🗣️
What exactly has Starmer done that is anywhere near as bad as what the fucking Tories did for 14 years? That is a serious question. What have I missed?
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Greig
Greig@KoR_Wraith·
@mikeosmond @TAFKASB A lot of these are positive policies framed negatively because you don't agree with them...
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Greig
Greig@KoR_Wraith·
@Finumus1 SWR probably circa 3000% 🤗
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Frank Curzio
Frank Curzio@FrankCurzio·
...what could be one of the most important demand signals this sector has seen in years. 20 reactors. Each one requiring a massive, sustained fuel supply. And Cameco - one of the largest uranium producers on the planet - is saying this out loud. Think about what that means downstream. Reactors don't just consume uranium. They consume power infrastructure, grid capacity, industrial buildout... the whole chain moves with them. And here's the thing about nuclear - the timeline from announcement to fuel contract is long. Which means the companies positioned today capture the value. I keep coming back to power infrastructure as the real play here. When 20 new reactors are being discussed alongside the AI data center buildout... the bottleneck isn't the demand. It's finding where the power actually comes from. That's exactly why I own $VIVO. Vivo Power has close to 400 megawatts of power infrastructure overseas - Finland, Norway - that almost nobody is talking about. At $12 million per megawatt... I'll let you do the math. The market cap is $160 million. They just turned EBITDA profitable on a Norway data center deal. Former 25-year Microsoft AI exec on the team. The demand signal Cameco just gave is exactly the environment VIVO was built for. I post these kinds of breakdowns every single day. Want more? Follow me @frankcurzio. - Frank
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Frank Curzio
Frank Curzio@FrankCurzio·
HOLY SMOKES: Cameco is projecting up to 20 AP1000 nuclear reactors coming online. If you own uranium or power infrastructure right now, you're sitting on... show more
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Greig
Greig@KoR_Wraith·
@SwissKnifeInv @EquityBrian Significant execution risk in $AMR, there's no guarantee that they'll be able to succeed in reducing overheads and a dip in current pricing will kill their margin.
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Swiss Knife Investor
Swiss Knife Investor@SwissKnifeInv·
@EquityBrian $AMR - secret way to play the infrastructure build out, no debt, big buybacks once FCF positive. $DLO - old $MELI CFO running the company and about to start spitting off big cash after investment cycle.
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Brian Coughlin
Brian Coughlin@EquityBrian·
What’s your best under-$5B market cap idea right now? Bonus points if you explain the bull case.
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Greig
Greig@KoR_Wraith·
@Riccardino999 Everything I've read suggests the jet fuel situation is going to get a lot worse, no sign of improvement yet, too early
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Mr Rhino
Mr Rhino@Riccardino999·
#iag #ezj #wizz When the CEO of $shel speaks, you'd better listen 1bn barrel of crude shortfall that's growing every day Seeing some demand curtailment of around 5% on jet fuel This depends on the regions I think the long airline trade is still too early Views ?
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Greig retweetledi
BladeoftheSun
BladeoftheSun@BladeoftheS·
Hilarious video that shows none of the Reform voters know any of Reform's policies.
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Greig
Greig@KoR_Wraith·
@Finumus1 Intentional US currency devaluation rather than taxation
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Finumus
Finumus@Finumus1·
If the UK is such a basket case, explain this:
Finumus tweet media
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Finumus
Finumus@Finumus1·
Is this getting out of hand? It's always been a shity commodity business.
Finumus tweet media
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Greig
Greig@KoR_Wraith·
@Finumus1 In their defence, when you look at broader measures it's understandable. The UK fares much better for the average person in most aspects.
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Finumus
Finumus@Finumus1·
More than half of Brits think we're richer than Americans. Absolutely lmao.
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Greig
Greig@KoR_Wraith·
@Riccardino999 HMS needs DMRE to speed things along, there's a huge backlog, real risk of equity dwindling before approval
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Mr Rhino
Mr Rhino@Riccardino999·
@KoR_Wraith But that relates to a different operations, not the HMS
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Mr Rhino
Mr Rhino@Riccardino999·
#kzg #kazera I m not sure the market is reading the Rns correctly.... I think it's taken the requirement for additional working capital as a sign of an imminent placing While it's clear that this is not in the interest of the main shareholder to dilute himself What I found
Mr Rhino tweet mediaMr Rhino tweet media
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Cockney Rebel
Cockney Rebel@RebelHQ·
@patviera Starmer is the most dangerous PM we have ever had - anyone other than him, even if stupid, are less dangerous.
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Cockney Rebel
Cockney Rebel@RebelHQ·
It's a big day in Parliament today, an historic one. It's the first day where Starmer may actually answer a question.
Cockney Rebel tweet media
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Greig
Greig@KoR_Wraith·
@JasonL_Capital You missed UK listed #FTC - satellite communications, SpaceX already has an equity holding in it
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Jason Luongo
Jason Luongo@JasonL_Capital·
A SpaceX IPO at $1.75 trillion likely forces the market to look beyond rockets and start repricing the full supply chain beneath the space economy. Here's the map, sector by sector:
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Greig
Greig@KoR_Wraith·
@Riccardino999 @ExpectingValue #SUS down 20% since Iran kicked off. I really like the business but their margin will be suffering as their borrowing rate is floating but their lending rates are fixed. An interest rate shock will hammer profit here.
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Mr Rhino
Mr Rhino@Riccardino999·
@ExpectingValue Sus was always not part of the redress scheme And I think they will benefit, since a lot of lenders withdrew from the sector However I don't think the market participants are that smart So there's a chance that the stock will be sold off creating a buy opportunity
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Lewis Robinson
Lewis Robinson@ExpectingValue·
#SUS looks essentially untouched by the proposed motor finance redress scheme, which is great news. Curious to see if this is really the end of it, though - decent chance Close (and others?) will fight the proposed implementation and it'll drag on.
Lewis Robinson@ExpectingValue

Probably mildly positive for the DCA-heavy lenders (#CBG for instance) and the big guys like #LLOY. Very positive for #SUS, #VANQ and other non-DCA lenders, who I think are going to be barely captured here.

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Greig
Greig@KoR_Wraith·
@Riccardino999 Hey, any chance you could invite me to the AET discord?
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Mr Rhino
Mr Rhino@Riccardino999·
#aet #afentra This is major !!!!! Recent transactions suggest 30k$ per flowing barrel and 8-10$ per barrel of reserves Considering the upcoming growth in production what could be a fair sale price ? Production 15k bopd 2029 20k in 2030 2P reserves 36m barrels 2C 80m barrels
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