Oh the irony ! British plumbers moving to Poland's booming economy 🤡

This week the most advanced AI model on the planet got switched off by a foreign government. British researchers were studying it. British companies were testing it. British hospitals were piloting it. Not any more. This isn't an AI story. It's the story of every industry we used to lead. Britain has some of the best AI talent in the world. DeepMind was built here. Our AI Safety Institute writes the rules other countries follow. We have the researchers, the universities, the standards. What we don't have is the power stations to run the data centres, the planning system to build them, or the industrial base to make the chips. So the work happens here and the value lands somewhere else. We invent. Others build. Others decide. Then we read about it on Saturday morning. Same story as the kit our soldiers don't have. Same story as the factories we used to. I spent nine months in government making this argument inside the room. I'll make it louder from outside.

$CVE topped the SignalSmith Scanner this morning as the number one Legendary setup at 89 points, the strongest of seven Legendary signals across five sectors. Cenovus Energy is exactly the kind of name the scanner is built to surface. A Stage 2 leader, resting. THE STORY Cenovus is a Canadian oil sands operator, low cost barrels out of Alberta. Late last year it closed the MEG Energy deal and bolted fresh acreage straight onto its Christina Lake heartland. The redevelopment wells came in ahead of plan. Production hit a record 834,000 BOE a day and management is steering toward a million. Then oil did the rest. Tension around the Strait of Hormuz put a hard bid under crude, the whole energy patch lifted, and Cenovus ran harder than its peers. Up around 109 percent over the year. Earnings beat. Analysts upgraded. Now the stock has stopped going up and started to coil. THE SETUP Stage 2 Advancing. RS vs SPY 74%. RS Rank: 92, LEADER. RS Line rising. Five stars on Strength. RSI 47.6. ADX 15.7, the trend is resting, not running. Signal Meter: LEGENDARY (89). Entry: 50 SMA Pullback. Grade B . Buy Near 28.12. Stop 27.17. Honest read: the broad market is choppy and the contraction is tight. This wants real volume through the descending line near 29.2 to confirm, not a quiet drift higher. Leader resting, finger on the trigger. Not a trade rec. Do your own work. The Anvil by Signal Smith. Now on TradingView (invite-only). signalsmithlabs.com

$FRO came through the SignalSmith Scanner as the number two Legendary setup today, but the chart hides a better story than a single signal. THE STORY Frontline is the largest listed pure play in crude oil tankers, around eighty vessels moving oil across the world's busiest routes. Its earnings live and die on one number, the daily rate to haul a barrel by sea. When the Strait of Hormuz seized up and crude got rerouted onto longer voyages, those rates went vertical. VLCC day rates that sat in the 70 thousands last autumn pushed past 100 thousand by the first quarter, and Frontline printed its strongest quarter since 2004, then raised the dividend. THE SIGNALS Back in early January, The Anvil fired an Elite Signal on Frontline. Swing High Breakout near 23.82, five stars, RS already 55% against the market, volume 1.7x. Two more entry signals followed as the stock climbed. The system was in. Then in early March, it flipped to defense. Two Climax Top warnings printed into a blow-off bar, the largest range and volume in fifty sessions, after a 220% advance off the lows. Sell Into Strength triggered on the same candle. The message was blunt. Do not open new positions, tighten stops, take partials. That is the whole point. A system that gets you in, then tells you when the move is running hot. Selection, risk control, consistency. Not a crystal ball, a checklist. THE SETUP NOW Frontline sold off, found its footing, and pulled all the way back to the 50 SMA. Today it bounced hard, up over five percent, and it is back challenging the 52-week high. Stage 2 Advancing. RS vs SPY 94%. RS Rank: 97, LEADER. RS Line rising. Five stars on Strength. RSI 65.1 rising. ADX 14.3. Signal Meter: LEGENDARY (88). Entry: 50 SMA Pullback. Grade B . Buy Near 36.31. Stop 35.11. Honest read: the cleaner entry was the touch of the 50 SMA last week near 36.31. Today's pop puts price right back under the 52 week high around 40, so it now needs a clean break of that level on volume to go again. The market is still choppy. A leader catching its breath at the highs. Not a trade rec. Do your own work. The Anvil by Signal Smith. Now on TradingView (invite-only). signalsmithlabs.com

Released Tuesday. Pulled Friday. Fable 5 lasted three days before the US government decided a reported jailbreak was a national security issue. Anthropic had no choice but to switch it off globally. They disagree with the call. So do I, if I'm honest. But this sets an interesting precedent for how frontier AI models can be deployed and by whom.

Have been involved with a lot of listed companies. One of the standout features you need to see as an investor is energy from the CEO and a passion to drive a project. Listen to this and you will find abundant energy & extensive past experience from the CEO. #ROCK is going to be imo a very big winner for all stakeholders. ⬇️⬇️⬇️ #silver #zinc #germanium

Listening to "David Price - Rockfire Resources Plc " at buzzsprout.com/2619653/episo… #ROCK

As a Japanese watching the UK right now, I have one simple question. A Sudanese asylum seeker just tried to behead a local man in Belfast. The victim lost an eye. This comes after years of grooming gangs raping thousands of British girls — gangs that police and councils deliberately ignored because they were afraid of being called racist. In Japan, even one case like this would have triggered national outrage and immediate policy reversal. But in Britain, the conversation is still about “not being far-right.” British people, at what point does protecting your own children become more important than protecting your reputation? We genuinely do not understand this.

#BZT closed the $7 million prepayment facility today. The counterparty is Hartree Metals, a subsidiary of Hartree Partners, a global commodities trading firm co-owned by Oaktree Capital Management. The deal has been in the works since October. Hartree takes 100% life of mine offtake on copper concentrates, delivered via Walvis Bay, 60km from the NLZM Processing Plant. Facility in five tranches, four year term, 12 month grace period. Convertible at 0.16p, a 28% premium to yesterday's close of 0.125p. First concentrate production targeted Q3 2026. On time, on budget, according to management.

#WSBN is drilling 9,000 metres across a gold-copper system in Western Australia's Paterson Province. 14 RC holes completed, diamond drilling started 27 May. The project sits 20km from Telfer and 50km from Nifty. The geology has drawn comparisons to Telfer, including structural setting and sulphide mineralisation. No assays yet. First results expected end of July. That is the moment that defines what this actually is.

#EEE published the integrated processing flowsheet for Pitfield today. 99.25% TiO₂ purity confirmed at bench scale. Titanium extraction up to 98%. Gangue rejection above 90% in flotation. The cost structure is the argument. Lower acid consumption, lower leach temperatures, and a vastly smaller iron residue stream than the conventional ilmenite sulphate route. There is also an alumina co-product. 98.7% Al₂O₃ already achieved in initial testwork. That reduces reagent costs and waste, and adds a second revenue stream. Continuous piloting starts Q3 2026. Updated MRE to follow. This is a project moving through the gears. Not a trade rec. Do your own work.

#ROCK published an engineering assessment of the 1991 portal at Molaoi today. Steel support sets undeformed. No structural failure. Main access largely open. The decline runs 700 metres at 12% gradient, 3m x 3.5m wide, down to 55m below the surface. Built in 1991 and untouched since. Engineers visited on 24 May and found it largely intact. This detail was sitting in the corporate presentation earlier this year. Most people ignored it. If the infrastructure can be reused, up to €5 million of underground development does not need to be built from scratch. For a company at £12m market cap, that is not a footnote.

1/5 - An update from Molaoi. Engineers have appraised the historical underground workings, first developed in 1991, to assess whether they could be reused for future access. Here is what they found 🧵 #ROCK | #Germanium | #Zinc | #Silver

Introducing Claude Fable 5: a Mythos-class model that we’ve made safe for general use. Its capabilities exceed those of any model we’ve ever made generally available.

W Kielcach powstanie pomnik pamięci ofiar ukraińskiego ludobójstwa na Polakach (Rzezi Wołyńskiej). Zwycięski projekt autorstwa Kingi Smacznej-Łagowskiej i Alberta Kozaka przedstawia małą, osamotnioną, płaczącą dziewczynkę – bez butów, w porwanej sukience – trzymającą niebieski kwiat lnu. Symbol torturowanych dzieci, kobiet i cywilów, którzy ginęli w bestialski sposób tylko za to, że byli Polakami. Na brzegach niskiego, białego marmurowego postumentu zostaną wyryte nazwy miejscowości, po których nie został ślad...Pomnik ma stanąć na Skwerze Szarych Szeregów. To ważny, godny i surowy w formie monument – bez drastycznych scen, a jednak przejmujący do głębi. Pamiętamy. Nie zapomnimy.

Six days ago I posted on #FCM at 3.76p. The two catalysts hit, the chart spiked to 4.67p, and today it sits back at 3.90p after a 10% pullback session. The story moved. The price did not, much. The Zigzag earn-in is now formally closed, First Class Metals owns 80% of the Ontario lithium and critical minerals project. The asset monetisation has material commercial terms agreed, but the definitive transaction documents are still being finalised. That RNS, the actual sale RNS, is still ahead. So this is a stock that pre-traded its expected good news and gave most of it back. That happens. The chart is still Stage 1 Accumulation, Base #0 extended, sitting 160% above the base. The Anvil is correct to call this a setting-up phase rather than a Stage 2 advance. One vertical move from a low does not make a trend, it makes a candle that needs to be digested. What I am watching is whether the asset sale RNS, when it lands, gets bought or sold. If terms are strong and the market takes it as a real rerating, the chart builds a proper base above the breakout zone and the next move has structure. If the news drops and the stock fades on it, that was the trade, and the patient money was right to wait. The thesis was correct. The chart is still mid-formation. Two different decisions. Patient here. Watching the next RNS. Not a trade rec. Do your own work.

Saw $TRP being pushed hard on my timeline today. Broker note with 5x upside, quote tweets with rocket emojis, big round buy prints on level 2 presented as smart money arriving. Worth slowing down for a minute. Open the SP Angel PDF. First page, top of the document: "SP Angel acts as Nomad & Broker." That single line tells you what you need to know. SP Angel has been Tower Resources' Nomad and broker since 2017. They are paid by the company. A Speculative Buy from your own broker is not independent research. It is an in-house product marketing dressed up in equity research formatting. Legal, common, disclosed. Just rarely read. The note can still contain true facts. The farm-out approvals look real, the resource estimates look real, the catalysts look real. The structural bias is in the conclusion, not in the data. AIM microcaps run on a network of paid investor relations consultants and X accounts that amplify exactly this kind of broker note. The pattern looks the same every time. Catchy multiple. Rocket emojis. Bullet point summaries of why this one is different. The X accounts that promote AIM stocks for a living usually say so in their bios, often with the word "consultant" right next to a list of stock hashtags. None of this is illegal. Most of it is disclosed if you look. The work is in the looking. The chart on Tower Resources is Stage 4 Declining. Sitting at the 52-week low. Just diluted by 6.3 billion new shares in March to repay a bridge loan. The fundamental story has interesting optionality. Farm-out approvals could land. A well could spud later this year. A 35 million barrel mean resource sitting at £8m market cap is genuinely worth watching. But the loudest voices about the 5x are the ones whose bills get paid when retail buys, and the chart is telling the opposite story to the broker note. When those two disagree, I trust the chart and read the disclosures. Not chasing here. Not a trade rec. Do your own work.

When $ASTS broke out into the $130s in late May, the Anvil fired Elite Strike #23. Stage 2 Advancing. RS Rank 99, LEADER. Score 74. Pattern: clean breakout on 1.9x volume. But the entry grade said WAIT. Pullback first. Three levels to watch: the 10 EMA, the 21 EMA, the 50 SMA. That patience is now being tested. AST SpaceMobile gave back the breakout move into June. Price worked through the 10 EMA. Then through the 21 EMA. Today's low tagged 90.81, just under the 21. Two of the three flagged levels are behind us now. One remains. The 50 SMA at 85.68 is the line that decides whether the breakout was real or premature. This is exactly what the Anvil's discipline is built for. The signal didn't say buy the high day. It said write down three numbers and wait. Two have been ignored by the market. The third is the test. If the 50 SMA holds with volume, the setup re-engages and the trend earns the right to continue. If it breaks, the breakout was a Base #0 extension that needed a deeper reset, and walking away costs nothing because we never bought the chase. RS Rank still LEADER. RS Line still rising. RS vs SPY at 173.8%. The relative strength foundation has not broken even as the price has retraced. Watching the 50 SMA. Not a trade rec. Do your own work. The Anvil by Signal Smith. Now on TradingView (invite-only). signalsmithlabs.com

The market decided AI would kill $FIG and sold it down 85%. Then Q1 showed AI is the reason its customers are spending more, not less. The business and the chart are telling two different stories right now. Both are true. Wrote up why. Not a trade rec. Do your own work. x.com/MagicSlon/status/20643…