Shameless Cloner

Investor, property developer, snowboarder. DYOR.

[Rupert Lowe MP @RupertLowe10]

The arrested Sudanese man was an 'asylum seeker'.

He entered Britain in February 2023, immediately claiming asylum, according to the police.

Who was the immigration minister at the time? And then when the man was granted leave to remain in our country?

Reform's Robert Jenrick.

Who was Home Secretary?

Reform's Suella Braverman.

They were responsible for our borders.

They failed, in the most horrific way, with the most horrific consequences.

A Restore Britain Government will abolish the entire asylum system.

No more asylum seekers.

Anyone who entered our country illegally will be deported, regardless of current status.

Enough.

Restore Britain will not fail you.

[Richard Dawkins @RichardDawkins]

https://t.co/j58CYkil13
Man attempts to behead another man in the street.

"No evidence of terror at this stage, say police"

If that isn’t terror, what is? How much more terrifying does it need to be to qualify as terror?

[Shameless Cloner @Flooby8]

@baroninvestment Sp seems to be drifting, probably just waiting for royal decree and results.

Bond has been settled though and this was conditional on completion of the blocks - perhaps some don’t realise this as it was not in the Kistos plc RNS.

Company should be absolutely coining it atm.

[Rupert Lowe MP @RupertLowe10]

The BBC has just released a statement about their outrageous decision to exclude Restore Britain from yesterday’s Makerfield Question Time - explaining they consider ‘panel selection carefully’ and they ‘recognise the multi-party nature of UK politics’.

This is the most blatant example of BBC bias I have ever witnessed - it is scandalous.

They had the irrelevant Lib Dems and Tories, along with the Greens. We will outpoll all of them combined, easily.

Ask yourself. Why is the rotten establishment so desperate to censor Restore Britain?

Here is why.

Restore Britain’s policy platform is robust and unapologetic.

We will do what needs to be done.

- The largest deportation programme ever seen in Britain to remove those migrants living in our country illegally. The entire asylum system will be abolished. The boats will stop.

- Net negative immigration. Far more must leave than arrive.

- If a foreign national can’t speak English, lives in social housing, claims benefits, doesn’t work, hates our way of life - they go too. If millions go, millions go.

- Close entire visa routes from countries proven to supply us with illegals, criminals and sex pests. The immigration ‘Red List’. We will discriminate.

- Fairer spouse visas - so that British men and women can bring their spouses to Britain without the endless bureaucracy and cost currently inflicted on them.

- An overhaul of British agriculture that puts growing and farming at the heart of any policy for rural Britain. Food security is national security. Slash red tape, simplify payments, ease planning laws, encourage farm diversification and more. Crucially, help youngsters into agriculture. We will ensure a level playing field for British farmers.

- Restore Britain will force the British public sector will buy British - it will support British farmers, producers and small businesses.

- We will encourage and fund youngsters to take up apprenticeships and learn a proper skill instead of some nonsense university degree. Teach children at school the life skills they will actually need in modern Britain.

- An education system that teaches, respects and celebrates British history and the triumphant contribution our little island has made to the world.

- Businesses freed from crushing regulation, red tape and tax. Reward hard work. Let entrepreneurs enjoy their success.

- Lowest corporation tax in Europe. IR35 scrapped. VAT threshold doubled. HMRC brutally slashed back. Dividend thresholds raised.

- High streets restored. Safe, secure and welcoming. Business rates for small businesses abolished. Turkish barbers, vape shops and other suspicious businesses investigated. Graffiti cleaned, litter picked. Pavements fixed. We will make Britain clean again, and we will take pride in our communities again.

- We will implement free parking in select areas to drive back footfall from the retail parks and back into our town centres. Councils will be forced to accept common sense.

- Fly-tippers will be crushed under the law. It will not be tolerated. Foreigners indulging in the destruction of our countryside will be deported.

- Personal tax slashed. Trust families to spend their money, not the bureaucrats.

- Put pro-family policy at the heart of everything we do. If British families want to have more children, let’s use the power of the state to enable that. Make childcare more accessible and more affordable.

- Reform family courts - so that good, decent fathers, and mothers, are not kept away from their children for malicious reasons. This is important.

- Trust parents to make the best decisions for their families. A limited number of days for a term-time holiday for well-developed children. This is just common sense.

- Restore Britain will make Britain safe again. No-nonsense policing that does what it needs to do. Widespread stop and search back - accusations of racism will stop nothing. Brutal sentences for carrying a knife. Foreign criminals deported, third world sex pests removed before their feet can touch the ground.

- Welfare radically slashed back. Those who can work, will work. Litter picking, graffiti cleaning, whatever else. Don’t like it? No benefits. That simple.

- Support those Brits who genuinely need the help, particularly children, but under a Restore Britain Government the piss-take will end.

- A foreign policy that puts the British interest above all else - proudly and unapologetically. We won’t participate in never-ending foreign wars. We will act when, and only when, the British interest is served.

- Rebuild and rearm Britain. We will have a big stick, and we will wave it when we want.

- A comprehensive support system for British veterans - including fast tracked recruitment into immigration enforcement field roles.

- Arbitrary foreign aid targets that serve no British interests, gone.

- Restore Britain will reverse the creeping islamification of Britain - no burqas, sharia courts, halal slaughter and so on. Cousin marriage will be banned. If you want to sleep with your family, this is not the country for you. This is Britain, we do things our way.

- Exemptions for barbaric religious practices will be removed. Gladly.

- Anti-white racism, eradicated. No more DEI. The Equality Act repealed, along with the various iterations of the Race Relations Act.

- Self-defence rights restored. If an intruder tries to kill you in your home, and they end up dead? So be it. That’s their problem. Pepper spray legalised.

- End the war on motorists. Cut fuel duty, no more 20mph zones. Motorway speed limit raised to 80mph. Sort out our decaying road network.

- Biological reality respected. Men are men. Women are women. No amount of surgery will ever change that. That filth will be kept away from children.

- Inheritance tax abolished - for farms, for small businesses, for everyone. The scam will end. Death will no longer be taxed under a Restore Britain Government.

- An infrastructure first housing policy. Developers forced to fund proper infrastructure before a shovel goes in the ground. British homes for British families.

- A Government that prioritises building roads, bridges and projects HERE in Britain. Can you even imagine it?!

- We will purse a British first energy strategy. Net zero will be scrapped. Domestic energy production will be ruthlessly prioritised. Nuclear, oil/gas, fracking. We will make it happen.

- End the lockdown legacy. Inquiry into COVID vaccine harms, lockdown convictions quashed, a truly independent look at how that was all allowed to happen.

- No Digital ID, ever. Repeal the Online Safety Act. Protect free speech.

- Defund the rotten BBC. Make it a subscription service and let it wither on the vine.

- A binding referendum on the reintroduction of the death penalty for the most evil criminals. One of my favourites.

- A national strategy, working from the findings of the rape gang inquiry, to ruthlessly tackle and decapitate the national crime network of primarily Pakistani muslim sexual slavery, torture and murder.

- Restore Britain will end political Islam. Abolish postal voting except for those in genuine need. Remove voting rights for foreign nationals.

- Foreign language translation ended, in the NHS and beyond. You live in England, you speak English.

- The NHS will be restored as the NATIONAL health service. Serving British people as its first and only priority. It will accept ultra-high skilled migrants to work, it will not support millions of low-skilled migrants who contribute nothing, yet take so much.

- Free car parking for NHS staff, patients and visitors on tight permits. We all pay for the NHS, we shouldn’t be ripped off for the sodding parking too. Especially medical staff.

- Medical school caps will be demolished. We will allow talented young British men and women to train in medicine - the NHS will then be forced to employ them over foreign staff. We will prioritise our own people.

- Reclaim our fisheries - take back our seas and take back our fish. We will take back control. Finally.

- The quangocracy will end. Power will be returned to the people through their MPs. Parliament will be empowered.

- Restore Britain will crush the parasitic state. It will all be hacked back in the most spectacular fashion. Unlike anything Britain has seen before.

I could go on.

This is a platform that millions and millions of British men and women are agreeing with.

The BBC does not want you to hear about it. So please, tell your friends/family. Get the message out there.

There is finally a political party with the balls to put you all first - to put the British people first.

Restore Britain.

[Kemi Badenoch @KemiBadenoch]

Every life matters.

One law. One standard. For everyone. 

This is about justice, for Henry, for his family and for all our children. They deserve better.

[Divergent Capital @Divergent7651]

It's a good day to re-read @HorizonKinetics commentary on why securities exchanges are great businesses:

https://t.co/tcUInA5Y7p

$CBOE $CME $ICE $MIAX

[Derek Quick @derekquick1]

$NVO Novo Nordisk will likely become a trillion dollar company. I still can't believe how many key data points it ranks 1st in versus the top 10 Big Pharma companies.
-Oral GLP-1's parabolic growth is going to pull a $META type move over the next 3+ years. Oral GLP-1 is Meta/ Instagram ad rev. Injections are like TikTok.
Rev & use will show via Orals. $LLY $ABBV $MRK $HIMS
-NVO ranks 1st out of the top 10 Big Pharma
1st ROIC 45.29%
1st Lowest P/S 4.00
1st Pretax Margin 47.52%
1st Upside to 52 wk high +77%
1st Global GLP-1 Market Share
1st Oral GLP-1 Launch Trajectory
1st Weekly Oral GLP-1 Prescription Growth
1st GLP-1 Prescription Scale
1st GLP-1 Brand Mindshare
1st Diabetes GLP-1 Franchise
1st Lowest P/E 10.81
1st Lowest EV/Revenue 4.34
1st Lowest EV/EBIT 9.56
1st Lowest EV/EBITDA 8.34
1st Lowest Relative Volume 0.56
1st Highest CapEx $13.51B
1st Highest % gain 1 month 21%
1st MA Rating Strong Buy
1st RSI 74.18 despite lowest relative volume / 1M Gain %
1st Positive MACD Level 1.76
1st Positive MACD Signal 1.14

-The market is pricing Novo like a slowing legacy pharma company while oral GLP-1s IMO will massively expand the total addressable market over the next decade.
-Nobody wants to pin themselves with a needle but stats show everyone will take a pill if it means changing their lives.
-One in eight adults already report currently using GLP-1 drugs and oral adoption is just getting started.
-Wegovy pill prescriptions are already showing explosive early trajectory growth.
-If oral GLP-1 adoption scales globally this could become one of the largest recurring healthcare markets in history.
-If I had to hold one stock even through a bear market this is my current pick.

I have been buying shares & LEAPS the last month here.
It is also a huge % of my Deep Value fund up 16% the last 2 weeks.
If you want to know exactly how I have been positioning myself and fund here, give me a follow!

[Eric Nuttall @ericnuttall]

Not a single purchaser of crude oil in the world asks nor cares about the carbon footprint of the barrel, instead is 100% focused on accessibility, affordability, and reliability. I do not see how we overcome this massive misunderstanding which underpins all ongoing negotiations.

[Shameless Cloner @Flooby8]

@DrewCohenMoney That and the strong $SABR results today.

[Shameless Cloner @Flooby8]

@moneyandmore72 Strange that they exited Unilever after going all out to praise the new CEO Fernando Fernandez.

[Baron Investments @baroninvestment]

Just looking at whats in consensus for O&G producers.

Below are MARKET CAPS (VALUATIONS) @ analysts FREE CASH estimates based on 2026 consensus. Some look way off (and not helped in some
cases by less coverage on the metric). Clearly, the numbers will be materially, sky higher on $100+ oil!

- ENQUEST @ £392M. FCF @ £52M

- KISTOS @ £264M. FCF @ £100M

- SERICA @ £1.15BN. FCF @ £266M

- ITHACA ENERGY @ £4.5BN. FCF @ £695M.

- HARBOUR ENERGY @ £4.6BN. FCF @ £975BN.

- SHELL @ £185.5BN. FCF @ £20BN

- BP @ £91BN. FCF @ £14BN.

[Dimitry Nakhla | Babylon Capital® @DimitryNakhla]

Fair Isaac $FICO Q2 2026 Report 🗓️

✅ REV: $692M (+39% YoY)
✅ EPS: $11.14 (+69% YoY)

📊 Scores Revenues $475M, +60% YoY
💵 Platform Dollar-Based NRR 136%
⬆️ Raises FY 2026 Guidance

https://t.co/WHSaq79ANE

[Elon Musk @elonmusk]

Scam Altman and Greg Stockman stole a charity. Full stop.

Greg got tens of billions of stock for himself and Scam got dozens of OpenAI side deals with a piece of the action for himself, Y Combinator style. After this lawsuit, Scam will also be awarded tens of billions in stock directly.

The fundamental question is simply this:

Do you want to set legal precedent in the United States that it is ok to loot a charity? If so, you undermine all charitable giving in the United States forever.

I could have started OpenAI as a for-profit corporation. Instead, I started it, funded it, recruited critical talent and taught them everything I know about how to make a startup successful FOR THE PUBLIC GOOD.

Then they stole the charity.

[Baron Investments @baroninvestment]

VAR ENERGI have confirmed today that they are selling North Sea Crude for $130/BBL.

The biggie is that KISTOS holds a 10% working interest in the Balder Area, which is operated by them. Production flows are 70-80kboepd through to 2030. Anyway, whatever price Vår is realising on Balder crude, Kistos receives the same price on its proportionate share of production.

The market hasn’t priced this in, Kistos remains tiny relative to the cash flow that’s incoming.

The read-through from today’s Vår is extraordinarily positive let alone what's coming from Oman.

[Shameless Cloner @Flooby8]

@baroninvestment Feels like we’re in a recession. The signs are there.

[Shameless Cloner @Flooby8]

@baroninvestment @ChiswickFox Kistos must be absolutely coining it currently.

[JH @CRUDEOIL231]

What is the North Sea physic mkt, and how should the gap between the paper and physical markets be resolved?

Every time I post about the physical market, I see a lot of complaints about why oil prices aren't rising further. Many ppl even criticize me, claiming I’m not explaining things properly.

First, I’ll summarize the basic components of the North Sea market.

ICE Brent Futures: A financially settled paper contract used primarily for broad directional hedging and speculation without the intention of physical delivery.

EFP (Exchange of Futures for Physical): A swap that acts as a bridge, allowing a trader to convert a paper futures position into a physical cargo contract.

Forward Brent: A standardized OTC physical swap for future delivery. It represents actual oil but remains non-dated bc the exact loading schedule is not yet determined.

Dated Brent: The global benchmark price for physical crude. It is assessed daily by agencies like Platts based on actual trades of the most competitive grade within the BFOET+WTI basket, triggered once specific loading dates are confirmed (typically 10-30 days prior).

CFD: A short-term swap representing the price difference between Forward Brent and Dated Brent. It is used to plot the physical forward curve and assess whether the market is in contango or backwardation.

DFL (Dated to Frontline): A swap that links the physical Dated Brent assessment directly to the front-month ICE Futures contract, managing exposure between the physical and financial markets.

Diff (Grade Basis): The premium or discount applied to a specific physical cargo relative to the Dated Brent benchmark. Driven by crude quality, logistics, and refinery demand, this unhedgeable spread is where physical traders generate profit.

This alone should be enough. From there, I’ll explain how the gap between the paper market and the physical market actually closes.

A massive divergence between Dated Brent (physic) and ICE Brent futures (paper) typically indicates acute near-term physical tightness relative to forward expectations.

If Dated Brent remains at $120-130/bbl leading into the expiration of the front-month ICE Brent futures contract (currently around $100/bbl), the futures contract must converge toward the physical price.

The convergence is not optional; it is mathematically enforced by the exchange's settlement rules and market arbitrage. This operates through three primary mechanisms:

1) Cash Settlement via the ICE Brent Index

ICE Brent futures are cash-settled upon expiration and do not involve physical delivery. Expiring contracts are settled against the ICE Brent Index.

The Index is a calculated average of trading activity in the relevant physical Forward BFOET(Brent, Forties, Oseberg, Ekofisk, Troll)+WTI Midland market during the final trading days of the futures contract.

Bc Forward Brent and Dated Brent are intrinsically linked, a physical market sustaining $130 will generate an ICE Brent Index near $130.

Consequently, any futures positions left open at expiration are forcibly settled at this higher Index price.

2) The Arbitrage Channel (EFP Mechanism)

If a $30 spread exists between paper and physical markets, traders will immediately exploit the arbitrage using the EFP mechanism.

Traders buy the undervalued ICE Brent futures at $100 and simultaneously sells a physical Forward Brent cargo at $130. They execute an EFP to swap their long paper futures position into a long physical Forward position.

The newly acquired long physical position cancels out their short physical position, locking in a profit (minus the EFP swap cost). To execute this arbs on a large scale, traders must aggressively buy ICE futures. This massive purchasing volume forces the futures price up until the gap closes and the arb window is eliminated.

3) Forced Short Covering

Market participants holding short positions in the ICE Brent futures market face extreme risk if the physical market disconnects to the upside.

Knowing the contract is destined to cash-settle against a $130 physical Index, paper shorts cannot afford to hold their $100 positions into expiration.

They are forced to buy back their futures contracts to close their positions before the expiry date.

This forced buying—often resulting in a short squeeze—accelerates the upward momentum of the ICE futures price, driving it into alignment with the physical market.

Through the combination of final index settlement and active EFP arbs, the paper market is structurally tethered to physical reality as expiration approaches.

#oott #iran

[Shameless Cloner @Flooby8]

@baroninvestment “Gold declined on mounting inflation concerns” doesn’t make sense to me.

Gold owners liquidating to unwind leveraged positions / lock in gains / move into the dollar are probably more likely reasons?

[Shameless Cloner @Flooby8]

@long_equity Try Mustique. Best place in the world.

[🏴‍☠️ @calvinfroedge]

I feel like the Maduro capture success coming so early was sort of like the trader who hits it big on his first bet and starts thinking he's invincible

What follows is hubris being slowly overcome by a margin call

Iran is our margin call