Summit

[Simon French @Frencheconomics]

The "controversy" should be that UK gas is trading at 4.5x the level of US gas (rather putting to bed the "global price" argument) with all the inflation and de-industrialisation implications that that entails. Energy independence is quite the economic prize.

[Summit @Summit1971]

@BigBiteNow I concur - the only one who speaks with any coherence is Andy Hurley, Anders is a poor speaker and communicator by comparison, webinar did little to flesh out any bones on deal

[Summit @Summit1971]

@Metalhead2525 thanks - catalysts required to shake it out of its moribund state - US asset sale disappointing but not unexpected re lack of monetary realisation, Jelani requires Harmony to stop feet dragging (which I don't believe its high priority for them seemingly), cash burn is concern

[Financial Times @FT]

Europe’s fire costs this year mount to beyond €3bn, FT analysis shows https://t.co/OL6uQSCOI3

[Ryanair @Ryanair]

it's still Twitter

[Summit @Summit1971]

@Kingfisher6868 @ValeuraEnergy @ThorExpl_THX @jaguarminingIR @EndeavourMining thanks, I have been adding - since 1000p ! my view is mkt in a 'show me the money' re reserves given jurisdiction risk... have a look at ACG if you have not, starting copper production in Turkey soon, single mine/jurisdiction is the key risk

[Summit @Summit1971]

@Metalhead2525 break out

[Summit @Summit1971]

@Metalhead2525 concur - a possible near term price dampener is further selling by major holder

[Summit @Summit1971]

@Metalhead2525 financialization of crude pricing probably a key contributor to volatility (as with most traded commodities now )

[PitBackle @PitBackle]

We didn't win against Iran but at least it didn't cost us 300 billion USD. 🤷‍♂️

[Summit @Summit1971]

@LexGoldLtd talk the talk, perhaps try to walk the walk? LEX is a slow-moving options play on paper permits.. if co. cannot capitalise on macro tailwind of $4000 gold, market reaction to results speaks for itself

[PiQ @PiQMarkets]

Keir Starmer legacy. 

He promised change and national renewal. 

He promise that ‘adults’ were now in charge. 

Here is what two years of a Starmer Govt delivered:

THE ECONOMY AND PUBLIC SERVICES

1. Raised employer National Insurance, called a straightforward breach of the manifesto by the IFS.

2. Means-tested the Winter Fuel Payment, then U-turned.

3. Promised not to freeze income tax thresholds beyond 2026, then did exactly that.

4. Hit pubs with big business rate rises, then partly U-turned.

5. Inheritance tax raid on family farms, then a climbdown.

6. Growth promised, stagnation delivered.

7. Gilt yields hit their highest since 2008.

8. Reeves seen crying in the Commons as gilt yields surged.

9. Energy bills rising despite cheap power promises.

10. Settled with a 22 percent doctors' pay deal, then the strikes came back anyway.

WELFARE

11. Disability and PIP cuts collapsed in the biggest rebellion of his term.

12. Kept the two-child benefit cap, then scrapped it under pressure.

13. Courted WASPI women, then refused them compensation.

SLEAZE, CRONYISM AND RESIGNATIONS

14. Freebiegate, over £107,000 in gifts, clothes and hospitality.

15. Appointed Mandelson against vetting advice, then sacked him over Epstein links.

16. The fallout cost his chief of staff, comms chief and the top Foreign Office civil servant.

17. Sue Gray quit as chief of staff over a salary row, paid more than the PM.

18. Rayner resigned over an underpaid property tax, later cleared.

19. Haigh resigned over a past fraud conviction.

20. Siddiq resigned, then was convicted of corruption in absentia by a Bangladeshi court.

21. Gwynne sacked over messages in the Trigger Me Timbers WhatsApp group.

22. Around twenty ministers resigned, a modern record.

POLICING, JUSTICE AND FREE SPEECH

23. Dogged by two-tier policing claims and the Two-Tier Keir tag.

24. A wave of arrests over posts and protests, drawing international criticism of Britain's free speech record.

25. Ran an early-release scheme for thousands of prisoners.

IMMIGRATION

26. Channel crossings hit the second-highest on record in 2025, despite the smash the gangs pledge.

27. Insisted there was no need for a grooming gangs inquiry, then U-turned.

28. Announced a Digital ID scheme, then watered it down within months.

29. Said Britain risked becoming an island of strangers, then said he deeply regretted it.

FOREIGN AND DEFENCE

30. The defence plan stalled on funding and two ministers resigned over it.

31. The Chagos deal: signed to hand over the islands and lease the base back, then it collapsed.

32. Approved the Chinese mega-embassy as the China spy case collapsed.

33. A public falling-out with Trump, who attacked his record on immigration and energy.

POLITICS AND MANAGEMENT

34. Crushed in the May 2026 elections, losing Wales for the first time in a century.

35. Tried to cancel elections in 30 areas, then U-turned after 25 days.

36. More than a dozen major U-turns in eighteen months.

37. Record unfavourability, matched only by Liz Truss.

38. Lost the left to the Greens and Corbyn's new party, the right to Reform.

[Summit @Summit1971]

@Metalhead2525 I concur - it's a race against ebbing cashflow, whats your view on the litigation case - potentially messy ?

[Richard Hanania @RichardHanania]

Before Brexit, there were about 300K net migrants a year, mostly from the EU.

After Brexit, immigration shot up to 900K, and EU migration was negative.

It’s amazing how stupid Brexit was from every possible perspective.

Populism is a low IQ movement.

[Summit @Summit1971]

@glr_1990 it is a co managed PIPE- it is the responsibility of both MKAR and Crown PropTech to raise the $23m