ACF Equity Research @ACFER01

ACFMorningMeeting: Peace premium, but don’t get too comfortable. Hormuz reopened, oil dropped, then U.S.-Iran talks hit a snag and $WTI bounced back towards $77/bbl. The Fed still sounds hawkish, $DXY is firmer, $BTC is soft around $63k, and U.S. cash markets are shut for Juneteenth. UK retail sales surprised +1.2% m/m, BoE held at 3.75% and sterling still slipped. Opens - Europe / UK: mixed-to-red: $FTSE under pressure, $STOXX / $DAX hovering near highs but risk appetite not clean. USA ftrs - no cash session today: $DJI $GSPC $IXIC closed. Stock Watch: $SHEL & $BP on oil/Hormuz headlines; $RIO, $GLEN, $AAL on softer $COPPER near $6.30/lb; $AZN AstraZeneca, $GSK GSK, $NVO Novo Nordisk, $ROG Roche, $SASY Sanofi on Europe drug-pricing pressure; $NVDA still the AI risk barometer. Commods - $WTI near $77/bbl; GOLD hit by stronger USD; COPPER eases near USd630/lb; COCOA holds around $4.2k/t. Data Focus – European Council Meeting. ACFView @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta

ACFMarketWrap: Chips charge, oil crashes, and markets roar back - $SPX +0.7%, $NDX +2% and $DJI +300pts rebound as traders look past the Fed’s higher-for-longer stance, with new Chair Kevin Warsh holding rates steady while launching a major Fed framework review; Meanwhile, Trump signs an MoU with Iran, helping drive $WTI down to $74.10/bbl and easing inflation concerns, while AI and semis lead with $INTC +10%+ on a reported $AAPL (+0.88%) chip deal, $MU rallies into earnings and $NVDA +2.32% recovers from yesterday’s pullback; The rest of Mag 7 mixed: $AMZN +1.74%, $META +0.72%, $GOOG -0.04%, $MSFT -0.58% and $TSLA -1.65%; Europe lags with $STOXX50 flat near records and $STOXX600 -0.34% as investors digest Fed/BoE decisions (BoE holds rates @ 3.75%), though tech shines with $IFX +3.5%, $AIXA +1.5% and $AIR +2.3%, while $EDEN +16% jumps on takeover talk; FTSE 100 -1.05% as falling commodity prices hit $SHEL, $BP, $RIO, $GLEN and $AAL, while $TSCO slips on softer sales; Next in focus: Japan Inflation Rate y/y, Germany PPI y/y and UK Retail Sales. ACFview @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta

ACFMorningMeeting: Warsh says “no free lunch” - peace lowers oil, hawkish Fed lifts USD. US-Iran interim deal cools $WTI / Brent and gives Europe oxygen, but Fed hike risk is back afterWarsh’s first meeting. $FTSE $FTMC $STOXX look supported, not euphoric; US ftrs firmer after Wall St sold off on rates. Stock Watch - Europe loves lower energy, but autos still bruised after BMW cut outlook. Watch $BMWYY BMW, $SHEL Shell, $BP BP, $XOM Exxon, $CVX Chevron. Healthcare is the odd defensive: Barclays cut the sector to underweight even as $AZN AstraZeneca, $GSK GSK, $NVO Novo Nordisk, $NVS Novartis, $RHHBY Roche stay in GLP-1 / oncology / pipeline focus. Commods - $WTI $74bbl, Brent $77/bbl as peace premium comes out. Copper US$6.37/lb, still structurally AI/data-centre/electrification bid but softer today. Cocoa c.$4,237/t, small bounce but still miles below last year’s squeeze. FX/Crypto - USD holds a 2-month high on Fed hike bets; sterling steadier into BoE hold day; $BTC Bitcoin c.$64k, still rate-sensitive. Data Focus - BoE at 3.75% expected hold; UK wages/labour and eurozone current account in view. ACFView. @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta

ACFMarketWrap: Chips fight back as markets await the Fed - US stocks were mixed ahead of the Fed decision, with investors looking for clues on rates, updated economic projections and any signals from Chair Warsh on potential policy framework changes. The S&P 500 hovered ~ flat, the Dow held ~ its record 52,000 and Nasdaq flat as semiconductor names rebounded. Meanwhile, the US and Iran remained on course to sign a deal by Friday that would restore Persian Gulf energy exports and ease sanctions on Iran, helping calm concerns around energy-driven inflation. Chip stocks were active, with $MRVL (+5.53%) leading gains and $INTC (+3.62%) advancing after its latest chip entered risk production, while $AMD (-1.96%) lagged. SpaceX ($SPCX )▼ 4.18% as investors digested its acquisition of Cursor. The Mag 7 were broadly weaker: $NVDA (-0.47%), $AMZN (-2.22%), $META (-3.16%), $GOOG (-2.24%), $AAPL (-0.74%), $MSFT (-1.92%) and $TSLA (-1.13%). Nasdaq -0.09%, FTSE 100 +0.03%, $WTI $77.86/bbl. Next in focus: Fed Interest Rate Decision, FOMC & UK Unemployment Rate. ACFview @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta

ACFMarketWrap: Dow hits fresh records while AI trade cools: Markets continued to digest the US-Iran peace agreement, with expectations that the Strait of Hormuz will reopen helping ease inflation fears, push bond yields lower and support risk sentiment ahead of the Fed decision. The Dow surged 400 points to a record high, but profit-taking across AI infrastructure and semiconductor names dragged the Nasdaq -0.49% and left the S&P 500 hovering around flat. Chip stocks led the retreat, with $AVGO, $MU, $AMD and $INTC falling by as much as 6%. Financials provided support as $JPM (+3.2%) and $V (+2.0%) advanced. SpaceX ($SPCX ) ▲ another 8%, extending gains to 40% since its IPO on Friday after reports it will acquire Cursor in a $60bn deal. The Mag 7 were mixed: $NVDA (-1.44%), $AMZN (+0.91%), $META (+0.38%), $GOOG (+1.5%), $AAPL (+0.39%), $MSFT (-1.61%) and $TSLA (-1.13%). FTSE 100 +0.6%, $WTI $75.2/bbl. Next in focus: API Crude Oil Stock Change & UK Inflation Rate y/y. ACFview @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta

Quantum Computing - a debateable black box for many investors, sounds very exciting and for some it is a technology looking for real world practical and pragmatic set of mass adoption applications.

Delta Gold Technologies PLC @DeltaGoldTech

4 days ago

Quantum computing is moving from theory to reality faster than many expected. As investment and research accelerate globally, Delta Gold Technologies is focused on developing proprietary IP around nano-scale gold and advanced nano-engineered materials with potential applications

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#Gold explorer @GoldenMini15705 applied for a new tenement right on the doorstep of Westgold's 2.3-million-ounce Big Bell gold mine in WA, adding to its already prospective Cue gold project. $GDR #GoldenDragonMining #BULLSNBEARSWA #ASX @smh smh.com.au/business/compa…

Silver - interesting departure @TaviCosta

Otavio (Tavi) Costa @TaviCosta

2 days ago

Silver just moved nearly $10 per ounce in four days. That dramatically changes the economics of a mining business. Margins expand. Cash flow surges. Yet valuations remain near historically depressed levels. The market still does not appear to fully appreciate the operating

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SpaceX $SPCX Nice summary table see @Mayhem4Markets below

Markets & Mayhem @Mayhem4Markets

2 days ago

SpaceX vs Aerospace & Defense

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Holy shit.

Artificial Analysis @ArtificialAnlys

2 days ago

Z ai’s GLM-5.2 is the new leading open weights model on the Artificial Analysis Intelligence Index scoring 51 and it sits on the Pareto frontier of Intelligence vs Cost per Task @Zai_org’s GLM-5.2 is the same size as GLM-5.1 (744B total / 40B active parameters) but scores 11

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🎬 @UnicornM_Plc's Chief Executive Antony Legge explains to @_focusIR_ about how their extraction process, utilising Draslovka’s glycine leaching agent, is environmentally and economically friendly. Watch here ▶️ youtu.be/mJIi_-EJkZU #UMR #Mining #Namibia

Rathbones is not currently looking like a a dramatic scandal in the historical sense. In UK fund management, arguably, there have been 3-4 scandals each decade since the 1980s - the table below is a selective list of UK oriented investment management actual scandals by way of a popular reminder table. The message is: keep a close eye on your portfolio manager choices and factor in the risk of failure...it happens. Barlow Clowes (1988–89) Maxwell Pensions (1991) Split Capital Trusts (2001–02) Arch Cru (2009–2012) Connaught Income Fund (2012) Woodford Equity Income Fund (2019) London Capital & Finance (2019) Greensill-linked fund failures (2021) See more on Rathbones below @stockmark_it

stockmarkit @stockmark_it

2 days ago

Rathbones Faces Regulatory Scrutiny Amid High-Risk Client Review stockmark.it/rathbones-face…

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Trader's Café #BulletinBoardHeroes Review, Tue 16th June 2026 #FTSE100 #DAX #DJI #BTC #ETH #Gold #WTI #AYM+4.41% #AC8+11.52% #AEG-0.86% #EXR-15.96% #FIN-4.08% #JDG+2.20% #MPL+7.86% #OBI-1.69% #PHE 0.00% #SBTX+26.32% #TMR 0.00% #TAM+13.79% #TBLD+9.68% #UPL+7.50% @ZaksTradersCafe

Share_Talk ™ @Share_Talk

3 days ago

@ZaksTradersCafe takes a charting look at some of the closely followed Small-Caps on the London Stock Exchange 🇬🇧 Tuesday 16th June 2026 #FTSE100 #DAX #DJI #BTC #ETH #Gold #WTI #AYM #AC8 #AEG #EXR #FIN #JDG #MPL #OBI #PHE #SBTX #TMR #TAM #TBLD #UPL share-talk.com/traders-cafe-w…

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London stocks are expected to open modestly lower on Wednesday as investors await key inflation data from the UK and the latest interest rate decision from the US Federal Reserve. Futures indicate the FTSE 100 will open around 15 points lower at 10,479.61 after the index gained 0.6% on Tuesday to close at 10,494.21. share-talk.com/ftse-100-seen-…

Share_Talk ™ @Share_Talk

3 days ago

London stocks finished Tuesday's session firmly in positive territory, with the FTSE 100 rising 63 points to close at 10,494. The FTSE 250, however, surrendered some of its earlier gains, ending the day down 0.15% at 23,326.58 as profit-taking weighed on the mid-cap index.

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ACFMorningMeeting - Talk is Cheapening - Oil slips below US$80 bbl on talk Washington may waive Iranian oil sanctions, but Europe is not chasing: BMW $BMW.DE cut guidance, autos drag, and Warsh’s Fed debut keeps bonds in charge. SpaceX $SPCX is still the animal-spirit circus after sprinting past Amazon $AMZN, today markets are looking for evidence based truth: Hormuz, Fed, then growth. Opens - Europe / UK - flat to slightly softer. USA ftrs nudging +ve. Asia mixed, with Taiwan hit by TSMC $TSM weakness. $STOXX $FTSE $FTMC $DAX $CAC $DJI $GSPC $IXIC Stock Watch - BMW $BMW.DE is the Europe pain point after cutting profit outlook. SpaceX $SPCX remains the global sentiment stock after its post-IPO surge. Healthcare policy pressure is back on screen as big pharma pushes Europe on drug prices. $AZN $GSK $PFE $LLY $NVO Commods - Brent $78.7 bbl, $WTI $75.9 bbl, GOLD $4,328 toz. COPPER $6.54 lb, still rich. COCOA $4,234 MT, bouncing but still post-panic. Data Focus - UK CPI held at 2.8%, below the 3.0% expected; Fed / Warsh tonight. The market has oil relief, but not yet a clean peace or clean rates signal. ACFView. @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta

ACFMorningMeeting - A-Page-and-a-Half - This is the apparent length of the solution to Iran and Hormuz agreed with the USA. Perhaps there is still more work to be done? Perhaps shipping costs (insurance et al) will 'never' return to normal? The market has priced the US-Iran deal fast, but shipping through Hormuz is still not normal, oil is below $83 bbl not back to boring, and Europe opens cautious but positive after Monday’s record relief rally. SpaceX $SPCX keeps sucking oxygen from everything else, while Nvidia $NVDA throwing $25bn at the bond market says AI still needs funding, not just faith. Opens - Europe / UK - flat to slightly softer indicated. USA ftrs mixed after record highs. Asia mixed: Japan hikes to 1%, Korea firm, Hong Kong hit by weak China retail sales. $STOXX $FTSE $FTMC $DAX $CAC $DJI $GSPC $IXIC Stock Watch - SpaceX $SPCX remains the market circus after its post-IPO surge, (+10% in this morning's grey market) and coming index flows. it is Nvidia $NVDA bond sale is the AI-capex tell. SoftBank $SFTBY steady despite Vision Fund CFO exit. Airlines and consumers keep the oil-relief bid; energy loses the war premium. $TSLA $GOOG $EZJ.L $IAG.L $SHEL.L $BP.L Commods - Brent $82.6 bbl, WTI $80.4 bbl, GOLD $4,324 toz. COPPER $6.43 lb. COCOA high-$3k MT, still a reset trade. Data Focus - German ZEW today; Fed and BoE this week. The market question is simple: is this peace tradable, or just another headline with a signature still missing? ACFView. @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta

Full Length Version. Join Lexaria Bioscience CEO Rich Christopher for a review of the company's GLP-1 agonist studies, business development activities & future opportunities for oral drug development. $LEXX youtu.be/GtFIPq0IReo #OralGLP1 #LexariaBioscience #LexariaDelivery #NextGenDrugDelivery #OralDeliveryTech #OralPeptideDelivery #GLP1Therapy #GLP1Agonist #GLP1Innovation #PeptideTherapeutics #MetabolicTherapy

Oil crashes as peace deal nears: $WTI ▼ >5% to ~$80/bbl, a 2-mth low, after US and Iran agreed a deal to reopen the Strait of Hormuz and restore Gulf oil flows. Meanwhile, $META +5.89% as investors weighed its $14bn AI push against growing pressure to deliver returns. ACFview

ACF Equity Research @ACFER01

4 days ago

ACFMarketWrap: Peace deal sparks risk-on rally - Global markets surged after the US and Iran agreed a deal to end the conflict and restore Persian Gulf energy exports, with the agreement reportedly set to be signed Friday. Lower oil prices and bond yields fuelled a rush into

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During the week I was asked to host an event at the City of London Club. It focused on Namibia, in which the guest speaker was @ColinBirdMining, the founder of five listed miing companies. He is someone who I have known for over 10 days, and as I said in my introduction, “hasn’t aged a day since then.” I regard him as being something of a stock market uncle, as he has been kind and helpful to me ever since I first met him. That @KendrickRes (#KEN), which is focused on rare earths in Namibia has been the top stock market performing this year on the London market is certainly justice for Colin. Indeed, in Thursday’s presentation he outlined why and how there could be even more upside that the 29x we have seen year to date. share-talk.com/traders-cafe-w… @ZaksTradersCafe

Share_Talk ™ @Share_Talk

5 days ago

Trader’s Café With @ZaksTradersCafe: The Week In Small Caps, Sunday 14th June 2026 #KEN #MPAL #HALO #MAC #RCGH #BZT #AFP #ElonMusk #SpaceX “A poor man’s money is his own. A rich man’s money belongs to everyone.” share-talk.com/traders-cafe-w…

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