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[@ACFER01](/creator/twitter/ACFER01)
"#Itaconix sustainable revolution in specialty chemicals. With a packet of IP and a vision in line with consumers #ITX is on the right side of history. $ITX.L $CRDA.L $JMAT.L $VCT.L $CUSA.F $LIN $AI.PA $4063.T #ShinEtsu Read our ITX core investment case"  
[X Link](https://x.com/ACFER01/status/1786344995324039664) [@ACFER01](/creator/x/ACFER01) 2024-05-03T10:40Z 2093 followers, 2463 engagements


"Pulsar Helium $PLSR.L broadens equity issuance capability - see @Share_Talk courtesy of @ZaksTradersCafe below. See ACF chart on PLSR returns here some interesting notes. Pulsar differs from peers in several ways including one of the highest publicly reported ppb He concentrations that also opens up high value 'future' niche markets; Unusually positive execution signals at appraisal stage; paired with credible plant partner early in cycle; US based assets. ACFView"  
[X Link](https://x.com/ACFER01/status/1978756913140527131) [@ACFER01](/creator/x/ACFER01) 2025-10-16T09:36Z 2093 followers, 3053 engagements


"ACFMorningMeeting - US rates - Fed weighs tariff stagflationary shock vs - prices up jobs down etc. $AMD +5.4%. $BLSH +84% +7.5% in grey trade (Crypto - strong demand). Opens EU/UK markets mixed $FTSE -ve $STOXX $FTAI +ve. US ftrs $DJI $GSPC $IXIC -ve Stock Watch - $NLSP +13.6% $MAST +5.5%. $CSCO $CRWV $ORCL (AI data centre plays struggle) $ELF $TEM (Nancy Polosi company). Commods - $WTI keeps falling $62.9bbl Gold $3345 t/oz Cocoa $CC=F $8558 MT. Data to digest - UK GDP q/q down but a beat at XXX% vs. previous XXX% and cnsns 0.1%. y/y XXX% vs. cnsns 1%. USA PPI. ACFView. @WizardBattery"  
[X Link](https://x.com/ACFER01/status/1955908773240844650) [@ACFER01](/creator/x/ACFER01) 2025-08-14T08:26Z 2093 followers, 5788 engagements


"$FTSE XXX has given up some XX points of its opening gains - it can't decide whether Taylor Swift marriage or Donald Trump fed attack has a bigger economic impact"  
[X Link](https://x.com/ACFER01/status/1960620688773144936) [@ACFER01](/creator/x/ACFER01) 2025-08-27T08:29Z 2093 followers, XXX engagements


"ACFMorningMeeting - US rate cut 25bps to XXXX% drives US ftrs +ve. UK 150bn (90bn from Blackrock) investment from US Tech + 30bn in 'immediate' tech spending. For naysayers - Quality of jobs matters more than volume - ACFView. Opens mixed $STOXX -ve $FTSE $FTAI +ve. US ftrs +ve $DJI $GSPC $IXIC. Stock Watch - $META $NVDA -XXX% $MBLY +3.4% $SOUN +2.9%. $BGM +27% (conversion from Pharma to AI services via Chinese M&A) $PLUG +19% (Hydrogen fuel cells - strong operational peformance) $QBTS +18% (quantum computing sector rerating) $LYFT +13% (CEO ruminates on Waymo deal). Commods - Gold $3640"  
[X Link](https://x.com/ACFER01/status/1968577602953646429) [@ACFER01](/creator/x/ACFER01) 2025-09-18T07:27Z 2093 followers, XXX engagements


"$FMET.L $PNT.AX - The tailings briefing below amongst other things references gallium gold leach kinetics First Quantum $FM.TO and Bechtel (a reference which brings some of our team right back to their Eurotunnel construction days) Unexpected but pleasing was the internal comment"  
[X Link](https://x.com/ACFER01/status/1968966497184661622) [@ACFER01](/creator/x/ACFER01) 2025-09-19T09:12Z 2093 followers, XXX engagements


"ACFMorning Meeting - $NVDA $OPAI.PVT $CRWV $XAAI.PVT $ORCL $AVGO - AI self investment adds evidence to AI bubble concerns - all gets a bit circular is the concern. There is a sense of increasing investment opacity creation - The fear - who holds the actual baby - rises. Opens UK/EU opens -ve $FTSE $FTAI $STOXX. US mixed $IXIC $DJI -ve. Stock Watch - Mag7s $TSLA +5.4%. Our AI bubble stocks model portfolio 'most fun' $SOUN +10% -XXX% in grey trade; $ARM +11% +3.5% in grey. Commods - $WTI down @$58 bbl. GOLD futures $4156 t/oz. Gold spot $4139 t/oz. Data to focus on - UK unemployment Germany ZEW"  
[X Link](https://x.com/ACFER01/status/1978032579157578068) [@ACFER01](/creator/x/ACFER01) 2025-10-14T09:38Z 2093 followers, XXX engagements


"DRC impact on cobalt prices is a microcosm or simple model study or China's power in critical raw materials for modern economies. $LIT $BATT $SMART $DBB $BHP $IXR $RBW"  
[X Link](https://x.com/ACFER01/status/1978386764977815573) [@ACFER01](/creator/x/ACFER01) 2025-10-15T09:05Z 2093 followers, XXX engagements


"Gold futures continue to surge past ACF's US$ 4000 t/oz YE25 price target now over X% above. Explorers and miners will invevitably looking to capitalise opportunities as they should. @siren_gold $GC=1 $XAUUSD"  
[X Link](https://x.com/ACFER01/status/1978388943872651345) [@ACFER01](/creator/x/ACFER01) 2025-10-15T09:14Z 2093 followers, XXX engagements


"ACFMarketWrap - Boom - $AMD +7.5% BofA and Morgan Stanley net income are up $BAC +23% and $MS +45% - the only question.why is BofA NI up relatively so little in one of the greatest 'Tulip' booms in the modern era Interest rate cut expectations and Wall Street profits swept away any correction fears today. Stock Watch - $NVDA - did make our +2% today in early trade gains are since given up. $AMD +7.5% on Nvidia & Blackrock backed AI data centre deal. $PGR -X% on 3Q miss. Commods - $WTI & Gold hold. Coming next US retail sales and UK GDP tomorrow. ACFView @WizardBattery @EU_Startups @Share_Talk"  
[X Link](https://x.com/ACFER01/status/1978506136253874354) [@ACFER01](/creator/x/ACFER01) 2025-10-15T16:59Z 2093 followers, XXX engagements


"Pulsar Helium $PLSR.L - quality asset other strong peer differentiators makes changes to ability to issue stock and raise capital - see @ZaksTradersCafe hotlist below. Some possible peers $PLSR.L $HE1.L $AVN $RHC $DME $GGE"  
[X Link](https://x.com/ACFER01/status/1978759258742108405) [@ACFER01](/creator/x/ACFER01) 2025-10-16T09:45Z 2093 followers, 1105 engagements


"@EclipseMetals $EPM.AX Capital returns trend back on track to positive inflection point. Greenland back in focus for exploration and capital (a useful guide to Greenland changes $EPM.AX $GROC.L $ALBA.L $AMRQ.L $ANOR.V @Amaroq_Minerals @PremiumNickel @greenlandresour @GreenlandMining @IronbarkZincASX @GreenRocSM @AlbaMinerals"  
[X Link](https://x.com/ACFER01/status/1978775233466360041) [@ACFER01](/creator/x/ACFER01) 2025-10-16T10:49Z 2093 followers, XX engagements


"@EclipseMinerals Capital returns back on track to positive inflection point; Greenland back in focus for capital and investors (helpful guide on Greenland changes - ) Nasdaq listing a near term catalyst with wider profile. $EPM.AX $GROC.L $ALBA.L $AMRQ.L $ANOR.V @Amaroq_Minerals @PremiumNickel @greenlandresour @GreenlandMining @GreenRocSM @AlbaMinerals"  
[X Link](https://x.com/ACFER01/status/1978781294810083337) [@ACFER01](/creator/x/ACFER01) 2025-10-16T11:13Z 2094 followers, XXX engagements


"ACFMarketWrap: Tariff shock rocks Europe pharma and gold shine. EU stocks wobbled as Trump announced surprise XX% tariffs on EU/Mexican goods spooking markets and slamming autos ( $VOW.DE $BMW.DE $MBG.DE $VOLV-B.ST). $FRES.L +2% on safe-haven flows $AZN.L +2% on Baxdrostat trial win. Oil majors $SHEL $BP X% as $WTI slips on demand fears. EU plans 72bn in countermeasures; ECB rate cuts now on watch. NASDAQ +0.24% FTSE100 +0.64% $WTI $67.33/bbl. Next: DE ZEW Sentiment Index (Jul). ACFView @WizardBattery @EU_Startups @Share_Talk @Stocktwits @ZaksTradersCafe @zakmir @VOXmarkets @_focusIR_"  
[X Link](https://x.com/ACFER01/status/1944802343091950033) [@ACFER01](/creator/x/ACFER01) 2025-07-14T16:53Z 2093 followers, XXX engagements


"ACFMorningMeeting - This seasons fashions - Kering shorts. $KER.PA (Gucci dominates revs and is 'failing') weakness in luxury goods is not across the board - YTD $MC.PA -XX% $CDI.PA -XX% $RMS.PA -XX% $KER.PA -XXX% $EL.PA +10.5% $CFR.SW +6%. Opens UK +ve $FTSE $FTMC $FTAI EU -ve $STOXX. US ftrs mixed $DJI -ve $GSPC $IXIC +ve. Stock Watch - $AAPL (iPhone XX Air) $NWS (Lachlan succession assured). $SOUN +7% $IBM +3% $PLTR $NVDA $HOOD $TSLA $PL +48% -XXXX% in grey trade (spectrum deal and revs outlook). Commods - Golden record - Gold ftrs +$3685 spot $3648 (high this AM $3659.4 t/oz). Data to"  
[X Link](https://x.com/ACFER01/status/1965343186316083590) [@ACFER01](/creator/x/ACFER01) 2025-09-09T09:15Z 2093 followers, XXX engagements


"Strong implied call here on Gold price from @TaviCosta - along the lines of 'you ain't seen nothing yet'. Let's see. Gold futures are not X% past our YE25 target of $4000 t/oz. Other ways and plays include equities $NEM $AEM $GOLD $WPM $fNV"  
[X Link](https://x.com/ACFER01/status/1978401821459730847) [@ACFER01](/creator/x/ACFER01) 2025-10-15T10:05Z 2093 followers, XXX engagements


"ACFMorningMeeting - $TSM knockout results AI driven. Fortune XXX cybersecurity supplier $FFIV badly hacked losing key source code - China is accused or gaining "long-term persistent access". Opens UK/EU - $FTAI $STOXX +ve $FTSE $PTL -ve. US ftrs $DJI $GSPC $IXIC +ve. Stock Watch - $AMD +9.4% +1% in grey trade. $SANA +33% (diabetes potential) $IRBT (Robot vacuum + mop) +36% $HIMS +16% . Commods - $WTI firms a little on Russia / India oil buying 'rumour'. Gold ftrs $GC=1 $4246 t/oz. Cocoa $CC=1 ticks back up above $6000 MT XX wk hi $9913 MT. Data to prioritise UK GDP +0.1% in line. US PPI +"  
[X Link](https://x.com/ACFER01/status/1978751197633790150) [@ACFER01](/creator/x/ACFER01) 2025-10-16T09:13Z 2093 followers, XXX engagements


"ACFMarketWrap: Markets kept their eyes on earnings brushing aside rising USChina trade tensions and a still-stalled US government shutdown thats delaying key data. Optimism got a lift from Taiwan Semis upgraded revenue-growth target sparking a rally in chip names: $MU +5% $NVDA +0.4% $AVGO +0.25%. Elsewhere $BK +0.9% on stronger profit while $CRM surged X% on improved guidance. On the downside $UAL XXX% after missing revenue estimates. In Europe $NESN +9.3% after posting XXX% organic sales growth and unveiling plans to cut 16k jobs. $SRT3.DE rallied XXXX% after lifting its outlook and $RI.PA"  
[X Link](https://x.com/ACFER01/status/1978871507817230627) [@ACFER01](/creator/x/ACFER01) 2025-10-16T17:11Z 2093 followers, XXX engagements


"ACFMorningMeeting - $ORCL yesterday's gains gone overnight - Chinese Trade War (POTUS) - Chinese exporters give up on the US because of tariff volatility and that because flooding European markets is a no brainer option - but it is not currently enough to refill China order books.unless European manufacturing is put out of business (which coincidentally would suit the US too). Opens UK/EU aggressively down -X% down $STOXX $PTL $FTSE $FTAI -ve. US ftrs -X% $DJI $GSPC $IXIC Stock Watch - $PRAX +180% (public offer pricing of $525m) $MBLY -XXX% expecting further declines today. $ORCL gives up"  
[X Link](https://x.com/ACFER01/status/1979092172939903347) [@ACFER01](/creator/x/ACFER01) 2025-10-17T07:48Z 2093 followers, XXX engagements


"Greenland's thrust back to the fore whilst catalayzed 'unfortunately' is still timely and every time China restricts critical minerals it should direct investors back to Greenland"  
[X Link](https://x.com/ACFER01/status/1979094140223725952) [@ACFER01](/creator/x/ACFER01) 2025-10-17T07:56Z 2093 followers, XX engagements