Matt

M&A by day and often night. Quoted and unquoted company private investor.

[Matt @matt1a2b]

@S_Mikhailovich Apart from commodities, what other options would you consider exploring over a 10 year view?

[Matt @matt1a2b]

@HarleyShah Need to treble the salaries of MPs. Make it attractive to people with intellect, awareness and drive. Smart grads can earn an MP salary one year after graduating. We’re left with idiots making decisions or people in politics for all the wrong reasons (themselves).

[Eric Daugherty @EricLDaugh]

🚨 TRUMP JUST WENT OFF ON THE UK

"Europe is desperate for Energy, and yet the United Kingdom refuses to open North Sea Oil, one of the greatest fields in the World. Tragic!!!" 🔥

"Aberdeen should be booming. Norway sells its North Sea Oil to the U.K. at double the price. They are making a fortune. U.K., which is better situated on the North Sea for purposes of energy than Norway, should, DRILL, BABY, DRILL!!!"

"It is absolutely crazy that they don’t… AND, NO MORE WINDMILLS!" 🤣

[Matt @matt1a2b]

@baroninvestment @Lee_Trades @grok At these levels, good opportunity. However, I would choose Metro over Shawbrook if I had to. Metro are getting some serious money out the door and building their lending book. Shawbrook seem less active now in the SME space which is where the volume and / activity is.

[Matt @matt1a2b]

@TheSecretAcct @twistednico @rhomboid1MF If you’re selling your business why you would engage dsw is beyond me. Their TS team is not too bad but head needs a wobble if appointing them as m&a advisors

[Bev Turner @beverleyturner]

Has there been another government in history who were voted in on one set of promises and then introduced so many major changes that they never even mentioned....?
It makes a mockery of democracy.

[Sam Ashworth-Hayes @SAshworthHayes]

OBR: Asylum accommodation costs more than triple the Home Office's previous estimate at £15.3 billion over the next decade, and on top of this the assumption that costs will fall is being contradicted by the surge in arrivals.

[Matt @matt1a2b]

@baroninvestment Wasn’t aware of this company so will take a look.

Huge opportunity in small cap mining companies currently. Taken a small opening position in Goldstone Resources today - revenue generating and benefiting from rising gold price but share price yet to follow.

[Matt @matt1a2b]

@mbingo9 Their business model makes it exceptionally hard to scale. They need more people - good people are in exceptional demand, paid well and in this sector don’t move that often. Teams are dependent on 1 / 2 key individuals that the customer actually “needs”. Cheap for a reason

[Matt @matt1a2b]

How can anyone deny that quality of life if rapidly diminishing in the UK when you have cheese worth £3.50 wrapped in individual security cases.

[Matt @matt1a2b]

@TFMetals @KingKong9888 I own gold but can’t see how this benefits me as a holder? It’s just a paper revaluation and a ledger adjustment on a large spreadsheet…?

[Matt @matt1a2b]

I’ve got quite a significant short position on Close Brothers. I’ve got a guaranteed stop at 40 points from current price but honestly have no idea how it is going to open tomorrow given the news release this afternoon from the FCA stating multi billion compensation scheme….

[David Herrmann @AozoraStep]

£9bn-£18bn impact from motor financing commissions. This is not a very positive outcome for UK's mid-sized banks, which have recovered a substantial amount of market cap lost since the hopcraft v close brothers case
https://t.co/twpbTbKEBT
https://t.co/8KvgXiiLW9

[Matt @matt1a2b]

@tonywatsonm Divesting ahead of a ruling against them and the need to set aside £100s million. Better to get full value now rather than a fire sale

[Matt @matt1a2b]

@MrContrarian Business model is beyond cyclical. Having worked with multiple defence companies, they simply cannot forecast accurately beyond one month (genuinely). Just take a pipeline and hope some converts. Given its size, should not be listed.

[Matt @matt1a2b]

@KingKong9888 @DonDurrett Sylvania Platinum - best of the lot and prints cash. Uk Listed #SLP

[Matt @matt1a2b]

@BladeoftheS £1 isn’t profit. No capitalism, no jobs.

[Matt @matt1a2b]

@MerrynSW It’s what happens when what is thought sound by a few becomes common thought by many…

[Andrew Neil @afneil]

You screw working class steel workers when you allow a white collar metropolitan, middle class Labour Party to turn British industrial energy costs into the most expensive in the world in pursuit of a bourgeois obsession with net zero.

[Matt @matt1a2b]

@dailydirtnap Misguided. Still tonnes of activity going on. The speculative crap into poor assets at inflated prices has gone - not a bad thing. Multiples are still good and key change is demand for the lower quartile assets when before deals were done that shouldn’t.