Greig

@crypto_bull_uk @khalidmalinguur Insulation works both ways - it keeps heat inside in winter, and blocks heat coming inside in summer.

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.

@DonaldPond6 Because income is too easily disguised as capital gains

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.

@Riccardino999 @RichardBurgon That 4 million figure includes full time carers and those with severe mental or physical impairment...

@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!

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!

@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?

@MAGAPEDO2028 @TAFKASB womblebonddickinson.com/uk/insights/ar…

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?

@mikeosmond @TAFKASB A lot of these are positive policies framed negatively because you don't agree with them...

@TAFKASB Lots

@Finumus1 SWR probably circa 3000% 🤗

And again today.

@FrankCurzio AI written slop...

...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

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

@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.

@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.

What’s your best under-$5B market cap idea right now? Bonus points if you explain the bull case.

@Riccardino999 Everything I've read suggests the jet fuel situation is going to get a lot worse, no sign of improvement yet, too early

#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 ?

Hilarious video that shows none of the Reform voters know any of Reform's policies.

@Finumus1 Intentional US currency devaluation rather than taxation

If the UK is such a basket case, explain this:

@Finumus1 AI chip boom spurs new 'aristocracy,' rippling from housing to college admissions share.google/ghFcLY9n32GLNO… Certainly reads very bubbly...

Is this getting out of hand? It's always been a shity commodity business.

@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.

More than half of Brits think we're richer than Americans. Absolutely lmao.

@Riccardino999 HMS needs DMRE to speed things along, there's a huge backlog, real risk of equity dwindling before approval

@KoR_Wraith But that relates to a different operations, not the HMS

#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

@RebelHQ @patviera

@patviera Starmer is the most dangerous PM we have ever had - anyone other than him, even if stupid, are less dangerous.

It's a big day in Parliament today, an historic one. It's the first day where Starmer may actually answer a question.

@JasonL_Capital You missed UK listed #FTC - satellite communications, SpaceX already has an equity holding in it

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:

@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.

@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

#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.

@Riccardino999 Hey, any chance you could invite me to the AET discord?

#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