@JamesHMackay @CypherdC 25-50% upside for all that political risk? Not worth
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Hanney
2.9K posts
$SOC now pumping 50k/BPD @ $105/barrel, works out to $158M/mo revs, $135M/mo EBITDA, $1.62B annualized vs $3.2B EV now. I think $4-5B EV is FMV. So 25-56% upside vs $14.2 spot. Once the PR hits regarding refinancing the $XOM loan, should quickly rerate towards $4B EV.
M🅰️N🅰️N🅰️@c_MANANA_
$SOC 24 hours changed everything.
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@financial_shaw He's not right... Doesn't account for opportunity cost of rent increases
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Hanney retweetledi
Hanney retweetledi
His grocery bill has doubled in the last 4 years. Let’s gaslight him and tell him inflation is 3%.
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Hanney retweetledi
Jet Fuel Stocks: The outlook is not great for many European countries. 👀👇
Flying will also become more expensive. ✈️
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@Sitetoolkit @valuehurts Yep sounds good, I'm largely overweight commodities with oil, industrial metals, etc so I see huge cost increase coming for housebuilders, but land banks will go up with inflation. Yeah good diversified bet over next few years will pay off great for patient investors + tax free %
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@hann58445 @valuehurts I am spreading my bets over a few. BDW have a huge, huge land bank. Things won't improve under this government but going to dollar cost average myself in over the next 3 years, next government in will have to get this countries housing market moving.
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Looking at Reckitt-Benckiser $RKT.L here. Big disappointment over the last few years with mead Johnson write-off. Decent 4.7% forward yield with no withholding for foreign investors, decent valuation peg 1 fy2028, emerging market exposure driving growth over the long term. Most brands are captains in their sector. Looks like a similar setup as 1999/2000 stock dropped 50% then ran for 13 years during an EM & commodity up-cycle.
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Everyone thinks buying a house is the best investment they’ll ever make.
The data disagrees.
UK house prices rose 4.33% annually over the last 10 years.
The global stock market returned 10.1% annually over the same period.
Now think about the opportunity cost of your deposit.
Average UK deposit: £53,000.
£53,000 invested in the S&P 500 instead:
→ After 10 years: £141,000
→ After 20 years: £376,000
→ After 30 years: £1,000,000+
Your deposit sitting in bricks:
→ After 30 years at 4.33%: £186,000
Schroders studied this over 25 years. £100,000 in global stocks became £631,000.
The same £100,000 in UK property became £454,000.
And that’s before:
→ Stamp duty
→ Maintenance costs
→ Insurance
→ Estate agent fees when you sell
Property feels safe.
The numbers say otherwise.
Investment or liability?
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@Sitetoolkit @valuehurts I'm going with best of best at mo with Barrett Redrow, I estimate they are trading 70% below NAV. Their merger has created a monster, great quality new builder, also aligned with government stimulus. Bought Redrow for like £2.5B, almost that's priced as free now.
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@hann58445 @valuehurts Vistry worth looking at as a turnaround play.
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OPEC is collapsing.
Oil prices are about to plummet because they can no longer order, limit and control how much oil can flow.
Another US win!
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Hanney retweetledi
Asylum seekers make up 0.08% of Dorset's population.
And 44% of alleged sex offences.
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Hanney retweetledi
☀️ Morning 🇬🇧
The UK government now spends more servicing its debt than it does on transport, housing and the environment combined.
Read that again.
📌 Source: HM Treasury 2026
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@UKLabour eyeing this up to import more un-vetted military aged men into UK, brining Ebola just icing on the cake for this clueless political party and it's members
BRICS News@BRICSinfo
JUST IN: WHO declares global health emergency over Ebola outbreak in Congo and Uganda.
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@chrismartenson Inflation adjusted $140 is nothing, oil spend % of household wealth is lowest it's ever been due to technology, more like $200
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This is what I call the twin peaks of oil destruction:
➡️ Below $80, we get less oil supply because it's less profitable to extract.
➡️ Above $140, we get less oil demand because it's too expensive to buy.
Those two numbers are moving closer and closer over time due to inflation, lower-quality wells, and overall debt loads. When they eventually meet, it's game over.
Full report: peakprosperity.pulse.ly/lincwxkghe
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@valuehurts I'm eyeing up UK housebuilders at mo aswell, we've got a shite government but very cheap, loads of construction firms going under and house builders snatching up discounted land whilst paying 6%+ divs
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@hann58445 Have a look at the brands they are all v trusted in quite important areas where consumers would be happy to pay a bit more…
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@GeorgeWeber147 Just missed it, but my entry price of 248p, 3-5 years out going to be a huge outperformer and printing cash from return to shareholders, tax free
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Hanney retweetledi
We’ve done our own homework on this Farage, and Reform’s track record in power is atrocious.
A Restore Britain investigation has found that Reform’s Lincolnshire County Council spent an astounding £272,245 on foreign language translation/interpretation in just one year.
That was a big increase on the year before Reform took power.
The top languages?
• Bulgarian
• Polish
• Romanian
• Lithuanian
• Arabic (all)
• Kurdish (all)
• Russian
• Latvian
• Pashto
It’s not just Lincolnshire - it’s the same across all of your councils.
Taking down flags is irrelevant when your people are wasting millions on foreign language translation. Is this what Reform voters want? I think not.
Restore Britain would scrap ALL foreign language translation.
Actions speak louder than words.
You talk a big game, but when given power you’re exactly the same as the rest - even worse according to these figures.
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This article by @KathrynPorter26 is characteristically and fundamentally wrong as it falsely argues that more drilling in the North Sea would stop the U.K. from being dependent on imports of oil and gas.
The Telegraph@Telegraph
🗣️ 'The idea that Britain somehow helps the climate by importing more energy is simply not true' @KathrynPorter26 challenges Ed Miliband's North Sea drilling ban law in her latest column ⤵️ telegraph.co.uk/business/2026/…
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@PolitlcsUK 44% of Dorsets sexual offences were caused by illegals making up just 0.8% of the population of Dorset, UK?
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🚨 WATCH: Keir Starmer condemns the Unite the Kingdom march tomorrow
“The organisers, including convicted thugs and racists, are peddling hate and division”
“Their goal is to convince people that Britain’s problems are caused by those living alongside us”
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