Greig

@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

@RoaneDraths @wolfejosh I expect it's mostly theatre...

@wolfejosh i'm curious on the economics of that vs west texas

MAGA is now Make America Gush Again

@Chrisjo35828676 Mental... You realise that only 15% of phase 1/2 oncology drugs make it to market? Granted the payout will be huge if they succeed, but this is pure gambling

@Finumus1 It benefits the highest earning graduates the most though. A simpler solution is to reduce the interest rate, no need to get this complicated.

Makes sense.

@Riccardino999 Hmmz, I'll have a look tomorrow

@KoR_Wraith You are still on time to get in 😂😂

#vul #vulcantwo Another one that Mr Rhino the clairvoyant has seen before anyone else 😂😂 Admittedly the timing might have been better But we will see😉 Still time to get in this stock And Never buy stocks based on tips from accounts named after jungle animals 😂😂😂😂

@Trader__007 People said much the same 12 months ago and it's down 26% since then

Diageo. A painful but needed bold action today on the divi. Long term anyone buying at these levels will do very well IMO

@Riccardino999 [A Different Perspective] With Paul McDade CEO of Afentra plc #aDifferentPerspective podcastaddict.com/a-different-pe… via @PodcastAddict

#aet #afentra #crcl #corcel Overlooked detail in the presentation, it gives you a sense of the positive tail risk onshore #kwanza Bamvo1 Drilled in 1960 off structure It's a 7 square km structure with 100m up-dip column That's equivalent to at least 100m barrels recoverable

@Finumus1 As someone working in a very different world to yourself @Finumus1 , the biggest issue at the low end of the payscale is that the gap between minimum wage and more senior roles is compressing. Less and less financial incentive for increased responsability.

This is what happens when you set the minimum wage at 60% of the median wage. You're pricing young people out of jobs.

@Alfonzo10432880 @lilatlwdh @astraiaintel Correct, NATO-states have given ~$400 billion in money & materials (0.8% of NATO GDP). Russia has spent ~$600 billion, a massive 8% of Russian GDP. Or put another way, NATO is fighting 1/10th as hard as Russia in terms of resources. The difference couldn't be starker.

@KoR_Wraith @lilatlwdh @astraiaintel We are talking hundreds of billions of dollars that NATO members gave Ukraine. They exhausted their military supplies in terms of munitions (100% of 155mm reserves and production), tanks, armored vehicles etc. This is effectively russia against most of the world.

Ukraine has basically built an immovable one-million-manpower strong wall at the gates of Europe Tbh i don’t think people realize just how fucked Russia is if the war continues

@Alfonzo10432880 @lilatlwdh @astraiaintel Exactly, in the same way that Russia fought a proxy war in Syria. It's a world away from direct conflict. Russia has pivoted large parts of its economy towards fighting Ukraine. NATO has done almost nothing by comparison.

@KoR_Wraith @lilatlwdh @astraiaintel NATO is providing weapons, munitions, intelligence, satellite imaging, training, comms. It is a proxy war.

@Alfonzo10432880 @lilatlwdh @astraiaintel Russia is fighting Ukraine. NATO hasn't even shown up yet...

@lilatlwdh @astraiaintel Russia is moving west against all logistical might of NATO.

@samjbeth @Monevator Three times that of Germany / twice that of France is not a big number

@KoR_Wraith @Monevator I just don't see how, had the UK stayed in the EU, it's growth would have been 3 times that of Germany and twice that of France which is what some economists seem to suggest with their hypotheticals of a 4% smaller economy as a result of Brexit.

The gazillions of hours of profitless wasted friction and fuss from Brexit continues It's the curse that keeps on cursing theguardian.com/politics/2026/…

@samjbeth @Monevator If almost every other economist agrees that Brexit has been negative for the UK economy, then you reall ought to treat the one economist saying otherwise with a great deal of scepticism. Note during the referendum, David claimed Brexit would lead to significant GDP growth...

@Monevator x.com/i/status/20223…

@jabberba @SharePickers @Geez79177095 🤦

@SharePickers @Geez79177095 x.com/i/status/17942…

If the wholesale cost of UK electricity went to ZERO, our energy bills porbably wouldn't go down. If this is an not insane energy policy... youtu.be/J1BKeAGyKzk?si…

@SharePickers @Geez79177095 If it's not viable to produce oil and gas in the UK then why was there £5 billion of capex invested in the North Sea last year?

@Geez79177095 Yes we are basically importing their carbon production also importing more and more oil and gas because it's not viable to produce here anymore due to windfall taxes on O&G. Again more carbon production than if we produced it ourselves. It's the opposite of a green policy.

@RebelHQ No we don't, that's a nonsense number pushed by fossil fuel funded groups

We spend £25.8bn a year subsidising green energy in this country. Think what we could spend £25.8bn on. It would cost approximately £16.8 billion to £17 billion to mend all the existing potholes and fix the backlog of road repairs in England and Wales to reach an ideal, safe condition, according to the 2025 Asphalt Industry Alliance (AIA) report. This figure represents a one-off, comprehensive repair cost for local road network. If we ended these ridiculous subsidies, in just the first year we could repair all the roads in this country and still have £10bn left over for the NHS. That is just in one year. We would then have another £25.8m to save the following year an every year after that to invest the money wisely, create tax cuts and boost the economy. When Reeves struggles to find places to save money, she isn't looking hard enough.

@patviera I've yet to see any evidence of #INSG justifying its current valuation. You could see the continued CEO buying as reassuring, but to me it strikes as defensive buying to support the SP in the hope that the business case eventually wins out.

Bought 150k #INSG at 16.16p as fall looks overdone to me .

@PerpetualValue Not particularly cheap based on current book, but that looks set to grow significantly over the next 12 months

have sold completely out of S&U lately Good trading update today, but the company is not cheap anymore with a P/B of ~1.18

@RidyardMike Several of these could plummet if Reform win the next election, worth keeping in mind

I do post this table frequently showing the level of dividend yield currently available in UK markets. There are many more out there — these are just the ones I hold.📈💷