Mark Thompson
3.1K posts

Mark Thompson
@METhompson72
Metals and mining entrepreneur. Former hedge fund manager. Trading and investment, qualified bulldozer driver. Tin guru.
United Kingdom Katılım Şubat 2018
731 Takip Edilen17.6K Takipçiler
Sabitlenmiş Tweet

@trevgoes4th The UK is built on:
1. Rule of law
2. Property rights
3. Freedom of speech
4. Democracy
Undermine any one and the state will eventually collapse or be captured by socialism. We must not take away anyone's vote!
That said... how about an extra vote for every £10k in tax you pay??
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Another proud moment
I've converted him
John Dutton@mindofprospect
I feel like people who don’t pay taxes shouldn’t be allowed to to vote
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Red Ed Mili-watt out of DESNZ, and a new chancellor who understand the national security implications of energy independence.
I don't think you can own too much Star Energy and other existing UK producers right now.

Mark Thompson@METhompson72
Star Energy - solana:StargWr5r6r8gZSjmEKGZ1dmvKWkj79r2z1xqjFstar Bottom left to top right. Now imagine this with the 38% oil super-tax scrapped.
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Remind me, is she the one with the conviction for fraud?
Nice to see criminals given a second chance.
UK Prime Minister@10DowningStreet
Louise Haigh has been appointed as First Secretary of State, Chancellor of the Duchy of Lancaster and Minister for the Cabinet Office @cabinetofficeuk.
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@Spaghettio666 I did 10x in 9 months; felt that was plenty!!
That said, I am getting bullish on #Tungsten again.
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@METhompson72 Ok. Thanks. Had $2aud in my mind for some reason. Sorry. Remember your musings were thoughtful. 👍
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Mark Thompson retweetledi

The 38% hydrocarbons super-tax has to go as well - otherwise UK oil and gas remains uninvestible.
If it does then existing producers will soar.
This is the economic imperative. This is happening.
#StarEnergy.
solana:StargWr5r6r8gZSjmEKGZ1dmvKWkj79r2z1xqjFstar
My biggest position by far.
BRITAIN IS BROKEN 🇬🇧@BROKENBRITAIN0
🚨NEW: Donald Trump releases a statement after Andy Burnham is set to open North Sea Oil drilling 🇺🇸 🇬🇧
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@sporazene2 Yep. Wait and see.
The electoral maths and the economic imperative will trump all.
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@METhompson72 A communist/marxist Labour government with a previous strategy for net zero to cut taxes for oil companies?
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@Spaghettio666 No - my declared price target was 30c and I exited at an average of 32c.
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Mark Thompson retweetledi

Earlier today a @Guardian journalist sent me this query:
Dear Toby Young,
I'm Aisha Down, a journalist at the Guardian. I'm getting in touch because we're planning to report that the US state department is considering a grant of $5m to Free Speech Union, your organisation, as part of a new grant-making scheme, and wanted to give you the chance to comment. We would appreciate receiving your comment by 14:30.
We are considering reporting the following:
- The grant to the FSU is part of a package to Maga aligned groups that former US officials have condemned as a misuse of public money to seek influence over foreign politics and interfere with democracy.
- It is rare for the US government to fund partisan political organisations in western countries.
- These grants are likely to pose a challenge to Andy Burnham, who has said he will be "very upfront" with Trump about any disagreements.
- These grants - including to your organisation - are "sole source" grants, meaning they are to be awarded without any competitive process. This is unusual for a highly regulated process which usually requires grantees to show they have a track record for handling funds and clear plans for the money.
- This lack of process has been criticised as "outrageous and absurd" by former US officials, and as "gross incompetence" and "horrible stewardship" of US taxpayer money.
- Your organisation does not appear to have a track record of handling grants of this amount.
- We describe your organisation as "a rallying point for “anti-woke” grievance" which "frequently allies itself with rightwing causes" and say that you, Toby Young, appeared on Rees-Mogg's GB news show earlier this month to warn about 'Soviet-style' censorship in the UK.
- The state department says that its grant to FSU will “support campaigns promoting free speech and countering digital overregulation across the UK, Europe and Australia”. The sole-source award is justified “due to FSU’s global network of free speech activists”.
We would like to fully and fairly reflect your point of view and look forward to your statement. Thank you,
--
Aisha Kehoe Down
Senior Tarbell Fellow,
Guardian News and Media
I replied as follows:
It sounds like a pretty garbled story.
Free Speech Union International, which is the umbrella group that FSU UK, FSU Australia, FSU New Zealand, FSU Canada, FSU South Africa and FSU Brazil sit within, has expressed interest in applying for grant funding from the US State Department. This would be to promote the right to freedom of expression in those countries, which, far from being a partisan cause, is a universal human right. But it hasn't submitted a formal application and, consequently, has been awarded no grant from the State Department or any other branch of the US Government.
You've mischaracterised the FSUs, all of which are non-partisan organisations that defend people who get into trouble for exercising their right to feee speech regardless of their political views. The FSU UK, for instance, is currently paying for the legal defence of a protestor who's being prosecuted for holding up a sign saying "I support Palestine Action", as well as a protestor for wearing a t-shirt at a Unite the Kingdom rally for saying "Fuck Islam Christ is King". Yes, we helped Lucy Connolly appeal her sentence -- we thought a prison sentence of over two-and-a-half years for a single tweet was excessive -- but we also tweeted yesterday, condemning the arrest of Heather Herbert and offering our support. Yes, we came to the defence of Nigel Farage when he was debanked, but we've also offered to help the Canary in its recent debanking case. So to describe the FSU UK as a "rallying point for anti-woke grievance" is misleading. We are a rallying point for those who want to defend the right to freedom of expression.
Best,
Toby
The @Guardian then ran this story:
theguardian.com/us-news/2026/j…
You be the judge of whether you think this is good journalism.
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Mark Thompson retweetledi
Mark Thompson retweetledi

@METhompson72 Mark Thompson, I am long on NWBO and am discouraged by the price per share trending downward after publication of the PMS data on July 3, 2026. Also, I am discouraged by management not disclosing updates on MHRA's DCVax-L MAA review.
Are you still bullish on NWBO?
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$NWBO - Northwest Biotherapeutics
I spent 6 months due diligence on this pick, then went large.
I have met with all the management and visited the Sawston manufacturing plant twice.
I had oncologists and neurologists review their clinical data.
I am betting that the tech is real, it’s is transformative, it is applicable to all solid tumours and cancers.
I am betting that it will receive regulatory approval.
I am betting that the shorts are screwed.
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Worst Prime Ministers Ever:
My list: let me know what you think.
As of 2010:
1. Lord North (Lost the American colonies)
2. Gordon Brown (Economic mismanagement, brooding incompetence, bottler)
3. Anthony Eden (Suez crisis)
4. Alec Douglas-Home (irrelevancy)
5. Neville Chamberlain (Munich – “Peace in our times”)
6. Edward Heath (Brooding incompetence, miners’ strike, 3 day week.)
7. James Callaghan (Winter of discontent, IMF bailout)
As of 2026:
1. Lord North (Lost the American colonies)
2. Kier Starmer (U-turns, economic incompetence, net zero madness, Mandelson, two-tier policing, failed to stop the boats, path to bankruptcy.)
3. Theresa May (failed on Brexit, introduced net-zero)
4. Boris Johnson (Boris-wave, party-gate, inveterate liar)
5. Liz Truss (Politically incompetent)
6. Rishi Sunak (Politically incompetent, achieved nothing)
7. David Cameron (“Heir to Blair” patrician old-school Tory, forgettable)
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@Tangible_Invest I have two large positions, in Star Energy and in Northwest Biotherapeutics.
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@METhompson72 What are you buying/looking at these days Mark?
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@SanMiguel33001 It was a generic observation - do try to keep up.
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@METhompson72 Mediocre asset !???? Sorry but your remark is unappropriate.
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This time last year $EQR EQ Resources was all but bankrupt.
Now they are mining the high grade Iolanthe vein with #tungsten prices up 700% and a A$1.6bn market cap.
This was not luck - this was a great management team.
Never underestimate the value of mgmt in a mining company. Give me a mediocre asset with great mgmt over a great asset with mediocre mgmt every single time.
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