Leo

Nice to see a green screen for a change. After weeks of chop, even a steady session feels like fresh air. The real question now is how long the bulls can keep the momentum before the next test arrives.

#CNE is progressing through a strategic reset with a strengthened balance sheet and a leaner, more focused portfolio. A clearer operational direction gives the company room to rebuild momentum. 🧐

#GENL remains a cash‑generative E&P with long‑life assets and a resilient balance sheet. Operational stability and disciplined capital allocation continue to define the story.

@TrendSpider head to the bingo hall — at least the odds are printed on the wall. 🤭

When stocks drop, you hide in bonds. When bonds drop too... then what?

@tozzer121 @CityAM Legend 🫡

@LamonteLeo @CityAM Cheers Leo 🍺

Inside new Irish pub claiming to serve London’s best Guinness bit.ly/3NSqzJm

The experiment is finito. 😉

IPOs rarely rise after listing. Most actually fall. Based on available data, the majority of London IPOs do not trade above their IPO price over time, especially in the last 3–5 years, where the market has been structurally weak. EY +1 🤔

#KIST 216m mcap screens as a high‑growth E&P outlier: $190.9m revenue, 20.5% insider ownership, 82.8% EPS CAGR, and trading 87% below est. fair value. Revenue forecast +21.4% p.a. vs UK’s 4.5%, with profitability expected in 3yrs. Oman deal adds scale beyond last year’s 9k boepd.

@David_Tracey a reminder that markets don’t owe us symmetry. Flows lead, narratives follow. Keep the sails trimmed Davy

Dax up 2.5% with oil not pulling back. Curious.

@FinanceTiger Of the 14 original FTSE‑100 names still standing, BP remains the undisputed kingpin — the only one still printing profits on a truly global scale. Forty‑two years on, geology still beats nostalgia. 😉

🇬🇧 The #FTSE100 Index is 42 years old. Only 14 companies trade under their original name, and one of them is #LGEN! Its recent correction alongside a 9% yield deserves a closer look IMO.

‘Food prices set to spike!’ A headline that wouldn’t land if we actually ate what we grow. When a nation outsources its dinner, it also outsources its stability. Local produce isn’t nostalgia — it’s insulation. #SupportBritishFarmers 🇬🇧

@RupertLowe10 Hear hear! Rupert @RestoreBritain_ 🫡

Young British men and women get sucked into going to university for some pointless degree, saddled with insane levels of debt then spend years treading water paying off the mad amount of interest the state imposes on them. Many never once using the ‘skills’ they get ‘taught’ at university… All whilst thousands and thousands of foreign students defraud the student loans system, remain in Britain illegally and go on to claim benefits. My investigation through official parliamentary questioning uncovered that the number of Romanians claiming student loans has soared from 25,046 in 2019 to 78,325 in 2023. Why are these foreigners eligible to access our system? Cancel it. The entire system is bent. British youngsters spend thousands and thousands of pounds spent on these university courses. For what? A handful of teaching hours a week? It’s a scam. No other word for it. A total scam. They then go on to get a job, make a bit of money and try to find their way in the world. What do they get? Outrageous interest charges. It’s so extreme, many will never pay it off. It’s not repaying anything. It’s a tax, through ridiculously unfair rates. I entirely disagree with those my age who say how easy the youngsters have it - totally wrong. The system is designed to crush young aspiration - the idea of owning a home, raising a family, living in a pleasant area? For many in their 20s, it will simply not happen - through no fault of their own. Certainly not a reasonable timetable. Young British men and women do not have it easy. In fact, building a life in Britain has not been this challenging in many decades. The entire system needs a reset - giving those aspirational, dedicated, hardworking men and women the same opportunities that we had. The attitude must shift in school towards apprenticeships, training, investment. Actual skills, with real world application. And those who have already been through the scam shouldn’t be financially punished for the rest of their lives because of piss-poor political decisions. Reforming anything is not enough for these youngsters. The establishment needs to be smashed up, the machinery is all just so very rotten - that wheel must break. There is now a political party that backs those young Brits. That will scrap interest on their student loans, reward their hard work through slashed taxes and generally get the parasitic state out of their way. That party is Restore Britain. A party that will put the needs of young British men and women right at the top of the agenda. They’re the future and we will do whatever we can to support them.

@PatrickChristys My only political thoughts are either @reformparty_uk OR @RestoreBritain_ ⏱️🙏

Starmer is set to make Sadiq Khan a Lord…thoughts? 👇

With the untapped pool of available administrative talent, one would expect a firmer grasp of economic realities and household pressures. Competence shouldn’t be optional — positions of power should be measured constantly and accountability enforced when they fall short.

@DAX40 🫡

@TiceRichard 😂

PLEASE REMEMBER The clocks go forward an hour this Sunday, which means we will have one less hour of Labour ruining our country 💥

#MAG7 🔴 — the kind of move that tells you the market’s finally taking a breather. When the biggest names slip, it’s usually a sign the wider correction is kicking in. No drama, just the cycle doing what it does. Time for fishing 🎣

@RebelHQ @WilliamClouston 100%

@WilliamClouston Hold on a minute. He stood for election once and the public decisively rejected him. It's one thing being am MP taking over as PM, but it's another doing it when you have been absolutely rejected by the public. We need to have an election if they are going to pull this one!

As I predicted some time ago, Ed Miliband will be our next PM. The pitch is being rolled with tripe like this from Gaby Hinsliff: ‘Miliband is the cabinet’s resident deep thinker at a time when big ideas are suddenly back’ theguardian.com/commentisfree/…

It’s been a tough week. When indexes and equities crack lower, the noise gets louder — but so do the opportunities. Dislocations aren’t a signal to panic, they’re a reminder that markets reset, reprice, and reveal. Staying patient, staying selective. 🥵