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The Boatman Capital Research conducts thorough investigations in order to guide investors through the troubled waters of international markets.

London
Joined October 2018
Photo by TheBoatmanCapital (@BoatmanCapital)Photo by TheBoatmanCapital (@BoatmanCapital)Photo by TheBoatmanCapital (@BoatmanCapital)Photo by TheBoatmanCapital (@BoatmanCapital)Photo by TheBoatmanCapital (@BoatmanCapital)Photo by TheBoatmanCapital (@BoatmanCapital)Photo by TheBoatmanCapital (@BoatmanCapital)Photo by TheBoatmanCapital (@BoatmanCapital)Photo by TheBoatmanCapital (@BoatmanCapital)Photo by TheBoatmanCapital (@BoatmanCapital)
NEW: Senior Labour MPs asked planted questions in Parliament after being lobbied by a former MI6 officer. Both former and current ministers spoke in the Commons after being lobbied by Christopher Steele, the former spy behind the infamous Trump-Russia dossier. The questions they asked included claims about individuals conducting espionage, having secret ties to Russian spy agencies and having illicit financial dealings. Several claims were later found to be inaccurate. In some cases, the questions directly benefited paying clients, a whistleblower has claimed. There is no suggestion Mr Steele knew that the information he shared was inaccurate, or that he acted recklessly. Latest investigation with @camillahmturner telegraph.co.uk/news/2026/10…
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TheBoatmanCapital retweeted
"Cynics always sound smarter. Optimists live in bigger houses." - @muddywatersre youtube.com/watch?v=GBQ5IYwy…
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Bats Size of Chickens Make Congo's Ebola a Tough Fix While Congo has plenty of experience with the disease — this is its 17th outbreak — it’s one of the most difficult places in the world to contain a virus bloomberg.com/news/newslette…
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Third provision in three years on the same contract. UK defence procurement: underbid, overrun, provision, repeat. Share buyback papers over the cracks nicely.
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Softbank vs Berkshire I enjoyed this thoughtful article in the Economist on their relative merits. They could not be more different: - one has net cash, the other has huge debt - one invests in physical assets, the other has Open AI - one is American with large investments in Japan, the other is the reverse The article posits that only one of these stocks can beat the index over the next decade or so. It's worth your time. economist.com/business/2026/…
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Predictably @Babcockplc has taken a £140m charge on its Type 31 frigate project. This takes loses on the T31 to £330m - not good given this was supposed to be a low-cost, export friendly product. BAB's original costings were never realistic. thetimes.com/business/compan…
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TheBoatmanCapital retweeted
Here's our letter to @10DowningStreet, @CommonsPAC & MPs on $HOME #REIT. The misconduct, market abuse & weaponisation of #Westminster by @LiamByrneMP. We thank MP's who have engaged the far & the willingness to start a process. MP's must act with integrity, Byrne did not.
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Replying to @AIMhonesty
@AIMhonesty @BoatmanCapital it looks as if other folks are onto that scumbag @liambyrnemp at last... where @ShareProphets leads....
👀🚨 Starmer's MISINFORMATION MAFIA has been EXPOSED. We've mapped this shadowy network. And it goes all the way to the top. Morgan McSweeney. Josh Simons. Kate Forrester. Imran Ahmed. Christopher Steele. Liam Byrne MP. All connected. All pushing the same agenda: silence your critics, smear your enemies, demand new laws to stop your political opponents speaking freely. Simons, when he ran Labour Together, a Starmerite think tank founded by Morgan McSweeney, paid £36,000 to have journalists secretly investigated and falsely branded Russian assets. Those smears were sent to GCHQ. Starmer's "ethics advisor", tasked with investigating this scandal, never read the evidence submitted to him by one of Simons's journalist victims. The ex-Cabinet Office Minister was exonerated. The Center for Countering Digital Hate — also founded by McSweeney and run by Ahmed from a shared Labour Together office — spent years trying to get media outlets that criticised Starmer's "extreme centrism" defunded or banned on the grounds they were spreading "hate", and lobbying governments on both sides of the Atlantic for sweeping censorship powers. Steele, the ex-British spy behind the Trump Russiagate dossier, has been writing smears about British public figures in return for fat fees. Byrne, Mr Clean Up Parliament himself, read one out in the Commons verbatim, hiding behind parliamentary privilege. As a result, an innocent man and business rival of one of Steele's paying clients lost £8 million. And still Starmer's Tufton St Mafia press for more censorship: more Ofcom powers, more platform regulation, more "emergency" controls over what critics of "technocratic managerialism" are allowed say. (Although Simons continues to insist he did nothing wrong, because he believed — wrongly as it transpired — there had been an illegal hack.) The people who want to police your speech are the last people you should trust to be custodians of the truth. Full briefing by former investigative journalist and FSU Director of Policy and Research @DavidRoseUK below ⬇️
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TheBoatmanCapital retweeted
👀🚨 Starmer's MISINFORMATION MAFIA has been EXPOSED. We've mapped this shadowy network. And it goes all the way to the top. Morgan McSweeney. Josh Simons. Kate Forrester. Imran Ahmed. Christopher Steele. Liam Byrne MP. All connected. All pushing the same agenda: silence your critics, smear your enemies, demand new laws to stop your political opponents speaking freely. Simons, when he ran Labour Together, a Starmerite think tank founded by Morgan McSweeney, paid £36,000 to have journalists secretly investigated and falsely branded Russian assets. Those smears were sent to GCHQ. Starmer's "ethics advisor", tasked with investigating this scandal, never read the evidence submitted to him by one of Simons's journalist victims. The ex-Cabinet Office Minister was exonerated. The Center for Countering Digital Hate — also founded by McSweeney and run by Ahmed from a shared Labour Together office — spent years trying to get media outlets that criticised Starmer's "extreme centrism" defunded or banned on the grounds they were spreading "hate", and lobbying governments on both sides of the Atlantic for sweeping censorship powers. Steele, the ex-British spy behind the Trump Russiagate dossier, has been writing smears about British public figures in return for fat fees. Byrne, Mr Clean Up Parliament himself, read one out in the Commons verbatim, hiding behind parliamentary privilege. As a result, an innocent man and business rival of one of Steele's paying clients lost £8 million. And still Starmer's Tufton St Mafia press for more censorship: more Ofcom powers, more platform regulation, more "emergency" controls over what critics of "technocratic managerialism" are allowed say. (Although Simons continues to insist he did nothing wrong, because he believed — wrongly as it transpired — there had been an illegal hack.) The people who want to police your speech are the last people you should trust to be custodians of the truth. Full briefing by former investigative journalist and FSU Director of Policy and Research @DavidRoseUK below ⬇️
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TheBoatmanCapital retweeted
The first time I read the EU's "Market Abuse Regulation", which is really a law, I thought I was reading something from China, which deliberately drafts to give discretion for authorities to apply the "law" inconsistently and politically. There are also contradictions and clear incompetence in MAR's drafting. I've come to believe MAR is a microcosm of the dysfunction of the EU itself.
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TheBoatmanCapital retweeted
🚨 China's Real Estate Market has erased all gains from the last 20 years
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TheBoatmanCapital retweeted
Golden age of pivots $BIRD +170% in pre
*ALLBIRDS ANNOUNCES EXPANSION INTO AI COMPUTE INFRASTRUCTURE $BIRD (Allbirds) is changing their name to NewBird AI and is announced their expansion into AI Compute Infrastructure. The failed shoe business, which recently sold the Allbird’s brand and footwear assets to American Exchange Group will now pivot to become a fully integrated GPU-as-a-service (GPUaaS) What the fuck?
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TheBoatmanCapital retweeted
Story from Business Insider Africa - Democratic Republic of Congo cancels 79-block Manono lithium exploration permit held by $AVZ Minerals - citing non-payment of annual surface rights africa.businessinsider.com/l…
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TheBoatmanCapital retweeted
Not very impressed by huge RR buyback. This is a company with huge investment requirements (new engines for which it's seeking launch aid, Aukus, SMRs) and it's buying back nearly 10% of its equity at sky high prices..
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Home REIT was meant to support veterans, rough sleepers and people battling addiction. Instead, they were badly let down. The SFO’s investigation into suspected fraud and bribery is vital and will give answers to vulnerable people and investors alike. mirror.co.uk/news/politics/b…
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Good work by the Serious Fraud Office (SFO) and @viceroyresearch. At last some consequences for the outrageous looting of Home REIT plc. Roughly £1bn spent on property that was actually worth about 40% of that - where did the money go and who benefited?
🚨 #BreakingNews: We’re investigating the past management of Home REIT, a social housing investment scheme. We’ve arrested six individuals and conducted seven searches. Local partners searched a Venice property. More on our website : gov.uk/government/news/sfo-a…
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