Clive Roberts
@CCHRoberts
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still wondering why I didn’t just buy SPX all my life.
Joined June 2022
#CLA bullish statement on financing for huge Philippine project. One of my hopes for 2026. Never see it discussed on X, worth a gander.
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Recent Placings have been a struggle, time to be more selective .
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#UOG extend warrants to align with Jamaica survey due Q1. I’d say that’s quite encouraging and fair play to them.
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#REVB seeing decent bids for first time since placing. Someone thinks they are making progress!
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It’s been a very good year, wish i had sold ALL my bitcoin treasury but they can go again in 2026. Recovery in distressed resource and some fortunate additions created the alpha. Lots of wounded on the battlefield still ! Happy new Year.
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Bring them up! Fred .... was more of a "I did well with BTC - hence it will continue to rally"-kind of guy....
@HenrikZeberg I’m very interested in your thesis. I watched you debate with Fred (turned out to not be a debate), but would love to see a debate / exchange of ideas with another reputable macro Econ mind. Do you have plans to do that ?
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When do commodities partly driven by supply side issues start being a drag on indices ?
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#AVT £300mln MC is punchy for a CO in phase 1 with a long way to go. Recent news is encouraging but i imagine they raise twice next year. Recent news encouraging and maybe they find a partner, but this will remain a volatile share and at the moment doesn’t look screaming cheap.
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#BRES could easily be 25p next year, possibly on the back of a takeover. Placing and warrant exercise churn is providing an opportunity 30% from highs.
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#BIRD . Am now long. Product suite nearly complete, can they market successfully? Sniff of contracts, this goes berserk.
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Beyond any semblance of decency what Lord Falconer is suggesting tonight.
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#NARF i would encourage people to listen to today’s call. The numbers are starting to accelerate and Ranger looks a big winner. Revenues should be multiple of current MC over the next two years. One for the 100% club in 2026.
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This is simply the best takedown of Keir Starmer' govt. Every nanosecond is a gem.
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Wonderful
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