# ![@MylesMcNulty Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::757611408.png) @MylesMcNulty Myles McNulty

Myles McNulty posts on X about in the, neo, $usar, to the the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::757611408/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::757611408/c:line/m:interactions.svg)

- [--] Week [----------] +377%
- [--] Month [----------] +40,437%
- [--] Months [----------] +8,400%
- [--] Year [----------] +3,321%

### Mentions: [--] [#](/creator/twitter::757611408/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::757611408/c:line/m:posts_active.svg)

- [--] Week [--] +40%
- [--] Month [--] +37%
- [--] Months [---] -11%
- [--] Year [---] -6.70%

### Followers: [------] [#](/creator/twitter::757611408/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::757611408/c:line/m:followers.svg)

- [--] Week [------] +0.02%
- [--] Month [------] +0.48%
- [--] Months [------] +3%
- [--] Year [------] +6.60%

### CreatorRank: [-------] [#](/creator/twitter::757611408/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::757611408/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  29.7% [countries](/list/countries)  18.81% [stocks](/list/stocks)  9.9% [exchanges](/list/exchanges)  7.92% [champions league](/list/champions-league)  2.97% [premier league](/list/premier-league)  2.97% [cryptocurrencies](/list/cryptocurrencies)  2.97% [technology brands](/list/technology-brands)  0.99% [automotive brands](/list/automotive-brands)  0.99% [luxury brands](/list/luxury-brands)  0.99%

**Social topic influence**
[in the](/topic/in-the) 24.75%, [neo](/topic/neo) 17.82%, [$usar](/topic/$usar) #6, [to the](/topic/to-the) 10.89%, [$mp](/topic/$mp) #3, [gold](/topic/gold) 8.91%, [$cth](/topic/$cth) #1, [investment](/topic/investment) 7.92%, [rare](/topic/rare) #1255, [nasdaq](/topic/nasdaq) 7.92%

**Top accounts mentioned or mentioned by**
[@avacta](/creator/undefined) [@neoenergymetals](/creator/undefined) [@mkangoresources](/creator/undefined) [@robin25461631](/creator/undefined) [@tarzantrader1](/creator/undefined) [@mbdaytrading](/creator/undefined) [@smudgedann](/creator/undefined) [@cmaminerals](/creator/undefined) [@reiaglobal](/creator/undefined) [@novartis](/creator/undefined) [@rupertlowe10](/creator/undefined) [@eitrawmaterials](/creator/undefined) [@coteccorp](/creator/undefined) [@drewster1965](/creator/undefined) [@hectarglobal](/creator/undefined) [@business](/creator/undefined) [@caughtsneezing](/creator/undefined) [@oc7990](/creator/undefined) [@thatstocksguys](/creator/undefined) [@andradamining](/creator/undefined)

**Top assets mentioned**
[USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [MP Materials Corp. (MP)](/topic/$mp) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Novartis AG (NVS)](/topic/novartis) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Morgan Stanley (MS)](/topic/morgan-stanley) [Pfizer, Inc. (PFE)](/topic/$pfe)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I thought Id provide some much needed context to the many doubters in the UK investment community about the potential upside for Avacta #AVCT. Two weeks ago the FT reported that Merck $MRK is in talks to acquire NASDAQ-listed biotech company Revolution Medicines $RVMD for between $28bn and $32bn. Just like AVCT RVMD is a precision oncology company. It has a platform the Tri-Complex Inhibitor Platform (read up on the detail here: ) which could be used to generate drugs that could ultimately target as much as 30% of all human cancers. Key points to note: - RVMD has three drugs in clinical"  
[X Link](https://x.com/MylesMcNulty/status/2014367132532838749)  2026-01-22T15:58Z 22.4K followers, 27.6K engagements


"UK investors are once again missing the memo from across the pond and Australia that the rare earths industry is on a tear this year. #MKA #PRE #RBW do wake up. To the three leading names - $MPA $USAR $UUUU - in the US that are building out vertically integrated chains as rapidly as possible both organically and through M&A I think Mkango is a sitting duck for them. It covers [--] of of the [--] key links in the supply chain: 1) Mining ✅ 2) Refining ✅ 3.a) Metal Making ❌ 3.b) Recycling ✅✅✅ 4) Magnet Making ✅ Only MP Materials is further advanced in building out a vertically integrated chain (it now"  
[X Link](https://x.com/MylesMcNulty/status/2014678566110159323)  2026-01-23T12:36Z 22.4K followers, [----] engagements


"@RupertLowe10 The UKs best politician in generations. Rupert is the man to lead us out of these grim times"  
[X Link](https://x.com/MylesMcNulty/status/2022404707680162068)  2026-02-13T20:17Z 22.4K followers, [----] engagements


"#NEO @NeoEnergyMetals - a high risk but potentially ultra-high reward uranium-gold brownfield play in South Africa. @Robin25461631 @TarzanTrader1 Using Shore Cap's modelling below: if we up their forecast gold price of $3200/oz to the current $4800/oz then #NEO's Beisa Mine will be generating EBITDA of circa $207m pa by [----] jumping to $226m in [----] once uranium production also hits nameplate capacity. Compare that https://t.co/BtsB3aeNzi @Robin25461631 @TarzanTrader1 Using Shore Cap's modelling below: if we up their forecast gold price of $3200/oz to the current $4800/oz then #NEO's Beisa"  
[X Link](https://x.com/MylesMcNulty/status/2014364593552863273)  2026-01-22T15:48Z 22.4K followers, 13.6K engagements


"Finding it difficult to focus on the equity markets when @RupertLowe10 is just throwing out banger after banger these past few days The man simply does not care that he might offend someone somewhere. I am absolutely convinced that the tidal wave of public support for Restore Britain is going to be like nothing witnessed in the UK in a hundred years"  
[X Link](https://x.com/MylesMcNulty/status/2023352070993072580)  2026-02-16T11:01Z 22.4K followers, [----] engagements


".And you can't have a rare earth magnet revolution without a recycling revolution The sheer scale of NdFeB magnet demand over the next [--] years from robotics simply will not be met from virgin mined rare earths. Efficient mass-scale magnet recycling will be critical. #MKA $CTH through best-in-class NdFeB magnet recycler HyProMag are supremely placed as pick-and-shovel plays in an industry that could witness unprecedented parabolic growth worldwide over the next several decades: physical AI. In as little as 3-4 years I expect HyProMag to be recycling / remanufacturing magnets in at least six"  
[X Link](https://x.com/MylesMcNulty/status/2021259275352318099)  2026-02-10T16:25Z 22.4K followers, [----] engagements


"#EPP setting up perfectly for a gap up and run on Monday. Difficult to buy in size without pushing the price up A great many pairs of eyes on this one. Certainly feels like its time has come One of three new additions to the PF this week along with #PALM ( 70p) and #REE (1.95p). UK micro-caps making a really decent resurgence https://twitter.com/i/web/status/2022346910258823504 https://twitter.com/i/web/status/2022346910258823504"  
[X Link](https://x.com/MylesMcNulty/status/2022346910258823504)  2026-02-13T16:27Z 22.4K followers, [----] engagements


"A political earthquake is happening in the UK. Glorious to behold Join Rupert Lowe in Restore Britain because he is the only one who will actually do it Join Rupert Lowe in Restore Britain because he is the only one who will actually do it"  
[X Link](https://x.com/MylesMcNulty/status/2022619315305152763)  2026-02-14T10:29Z 22.4K followers, 13.5K engagements


"I understand why you personally wouldnt think its glorious to behold given your political views I imagine its nerve-wracking But if in fact you mean it really isnt a political earthquake then I think you have your head in the sand. I was called racist and fascist by some very close to me when I voted Reform in [----]. Told that it was a wasted vote that the party would go nowhere. Reform went from 3% to 30% in the polls in an 18-month period. I am absolutely sure that millions of (up until [--] days ago) would-be Reform voters are feeling horribly let down by the continued watering down of the"  
[X Link](https://x.com/MylesMcNulty/status/2023134994164764892)  2026-02-15T20:39Z 22.4K followers, [---] engagements


"Trump Launches $12 Billion Minerals Stockpile to Counter China $MP $USAR $CRML $UAMY etc. all spiking massively on the back of this report pre-market. A great start to the week for the critical minerals plays. #MKA $MKA.v is now a sitting duck for $USAR with its circa $3.5 billion cash war chest (following the US Gvt's $1.78bn funding package last week coupled with a further a $1.5bn raised in equity from other investors.) http://www.bloomberg.com/news/articles/2026-02-02/trump-launches-12-billion-minerals-stockpile-to-counter-chinasrnd=undefined"  
[X Link](https://x.com/MylesMcNulty/status/2018306758616191177)  2026-02-02T12:53Z 22.4K followers, [----] engagements


"Delighted to see this landmark moment come for @MkangoResources #MKA. Upon day [--] of the NASDAQ listing (my guess is in May hopefully April) Mkango's shareholding in Mkango Rare Earths $MKAR will be valued at $400m at the listing price of $10. That equates to 84p per Mkango share. MKAR will essentially be a listed subsidiary of MKA (75-80% ownership) with MKA retaining operating control. Accordingly the paper value of the MKAR stake should be much more accurately reflected in MKA's mkt cap than have other recent examples of UK-listed companies holding minority non-controlling equity stakes in"  
[X Link](https://x.com/MylesMcNulty/status/2023394287556108523)  2026-02-16T13:49Z 22.4K followers, [----] engagements


"Three quite decent prints over past [--] hours for #MKA. Theres a buyer about. $USAR on the charge today on NASDAQ ($2.2bn mkt cap now) is providing a fantastic valuation read-across for HyProMag. Really hope that @MkangoResources and @CoTecCorp $CTH are working flat out to get HyP its own NASDAQ listing. https://twitter.com/i/web/status/1996619382911291503 https://twitter.com/i/web/status/1996619382911291503"  
[X Link](https://x.com/MylesMcNulty/status/1996619382911291503)  2025-12-04T16:35Z 22.4K followers, [----] engagements


"The very obvious answer for $USAR would be to buy HyProMag which holds the patent for Hydrogen Processing of Magnetic Scrap by far the lowest cost and most efficient technology for recycling NdFeB magnets. Currently privately owned by UK-listed #MKA and TSX-listed $CTH. One magnet recycling / re-manufacturing plant already up and running in the UK; the second to come online in Germany in the next month or two; and the first of at least three in the US to begin construction in the next 2-4 months. Mkango and CoTec are planning a NASDAQ listing of the US division later this year. Watch out for"  
[X Link](https://x.com/MylesMcNulty/status/2019143617982738651)  2026-02-04T20:18Z 22.4K followers, [----] engagements


"Morning Robert hope all's well. #AVCT's news on Tuesday was phenomenal. My understanding is that it's an unprecedented move by the FDA to remove the dosing limit for a modified-/reformulated-/pro-chemotherapy mid-Phase [--] trial. The rapid decline and fall of the UK investment community - in depth breadth intellectual curiosity and risk tolerance - is in my view providing one of the greatest asymmetrical bets of all time. #AVA6000 is an absolute shoe-in to get to market now. It much more than underpins Avacta's entire market cap. Management will know if #AVA6103 - 'the Beast' - is working in"  
[X Link](https://x.com/MylesMcNulty/status/2019700575814738063)  2026-02-06T09:11Z 22.4K followers, 18.2K engagements


"Two monster headlines for the rare earths space over the past [--] hours: 1) EU to Offer US Critical Minerals Partnership to Counter China 2) Trump Launches $12 Billion Project Vault for Critical Minerals Stockpile #MKA #PRE $MP $USAR $UUUU $CRML $UAMY US investors clearly appreciate the very positive impact these huge developments will likely have on stocks in the space - the key US-listed names are all up 8%-17% just in the first hour of trading. But UK investors Oblivious. The two leading names are actually down on the day Mkango's two NASDAQ listings can't come soon enough."  
[X Link](https://x.com/MylesMcNulty/status/2018710942314541442)  2026-02-03T15:39Z 22.4K followers, [----] engagements


"Hi Andrew hope all's well. In my mind a huge amount has changed in the eleven months since I dismissed out of hand your suggestion that $USAR could buy #MKA in an all-paper deal when USAR was valued at a stock price of $15 / $1.5 billion mkt cap. Original thread in link at bottom. I'll break those various changes down into three groups: . 1) USA Rare Earth's circumstances. a) USAR's mkt cap. At the current price of $23 (a circa 50% uplift from the price at the timing of the post exchange last March) USAR's mkt cap has increased by some 240% to $5.1 billion. Relative to Mkango's underlying NPV"  
[X Link](https://x.com/MylesMcNulty/status/2019451858037961111)  2026-02-05T16:43Z 22.4K followers, 11.3K engagements


"$USAR #MKA musings. @drewster_1965 @Hectar_Global @business Hi Andrew hope all's well. In my mind a huge amount has changed in the eleven months since I dismissed out of hand your suggestion that $USAR could buy #MKA in an all-paper deal when USAR was valued at a stock price of $15 / $1.5 billion mkt cap. Original thread in link at @drewster_1965 @Hectar_Global @business Hi Andrew hope all's well. In my mind a huge amount has changed in the eleven months since I dismissed out of hand your suggestion that $USAR could buy #MKA in an all-paper deal when USAR was valued at a stock price of $15 /"  
[X Link](https://x.com/MylesMcNulty/status/2019454587883733449)  2026-02-05T16:54Z 22.4K followers, [----] engagements


"Mass-scale recycling of NdFeB-containing end-of-life material is the only way this phenomenal growth in demand from robotics can be met. - @MkangoResources #MKA and @CoTecCorp $CTH (HyProMag) - @MPMaterials $MP - @IONIC_RE $IXR - @CyclicMaterials https://twitter.com/i/web/status/2023411097642962960 https://twitter.com/i/web/status/2023411097642962960"  
[X Link](https://x.com/MylesMcNulty/status/2023411097642962960)  2026-02-16T14:56Z 22.4K followers, [----] engagements


"UK markets again being completely idiotic and off the pace aggressively selling off both #MKA and #PRE in first [--] minutes. In contrast the three key US-listed REE plays - $MP $USAR $CRML - are all trading up between 3% and 5% right now pre-market. This news was priced in over the past three sessions. In contrast there is actually NEW news out overnight which should see #MKA and #PRE up materially today. MEGA day particularly for Mkango tomorrow"  
[X Link](https://x.com/MylesMcNulty/status/1983811255056961737)  2025-10-30T08:20Z 22.2K followers, [----] engagements


"Correct. We know that #MKA is operating or building plants or developing expansion plans to recycle and remanufacture rare earth permanent magnets in FIVE of the G7 nations already. (And it's not hard to imagine that plans to roll out HPMS plants in France and Italy will also follow in the not-too-distant future). I believe that HyProMag will be a top contender across the entire critical minerals spectrum to be named as a recipient of the Alliance's financial and strategic support tomorrow. We shall see http://www.politico.com/news/2025/10/29/canada-g7-china-rare-earths-00628919"  
[X Link](https://x.com/MylesMcNulty/status/1983813822080000475)  2025-10-30T08:30Z 22.2K followers, 12.3K engagements


"Never say never Tom. Were #AVA6103 to start yielding multiple complete responses in the summer of next year in a group of patients hitherto considered terminally ill - and with zero side-effects to boot - I suspect the UK investment community might at last wake up to #AVCT and the oncology leviathan it is evolving into. I believe that accelerated approval for AVA6000 in initial indications (SGC for starters) would also get our investment community more interested. The average UK punter is infinitely more fixated on near-term cash flows than US punters are"  
[X Link](https://x.com/MylesMcNulty/status/1984176798138040391)  2025-10-31T08:33Z 22.2K followers, [----] engagements


"Morning Robin hope all's well. Yes as of this week #AVCT has just become my largest position again (due to a combo of the settlement of the 63p placing on Monday (in which I again took a chunk) plus multiple on-market additions this week; and now-second-largest-holding MKA falling again this week). Why am I adding now My gut feeling is that we are fast-approaching a tipping point with regards to Big Pharma's acknowledgement of the phenomenal quality of the preCISION platform and the transformational impact it's likely to have on the oncology industry. This acknowledgement can be perceived"  
[X Link](https://x.com/MylesMcNulty/status/1986734676585689265)  2025-11-07T09:57Z 22.2K followers, 13.8K engagements


"One of the key benefits of having a huge and ultra-committed retail base that has been to hell and back holding #AVCT shares these past 5+ years is that it will provide a truly formidable obstacle for any predator considering a lowball bid. And I suspect there are several already now. Hundreds refused to sell at 270p and refused to be shaken out at 30p. Low single digit $ billions will not cut it for many"  
[X Link](https://x.com/MylesMcNulty/status/1987874729231892682)  2025-11-10T13:27Z 22.2K followers, 11.2K engagements


"Mkango #MKA has clearly missed the memo that the bottom of the savage pullback in the rare earths trade has been and gone. Leading name in the subsector MP Materials $MP rebounded c.30% from its lows over the past two sessions. The truce between the US and China and the temporary delay of certain export bans by China over various REEs and REE-related products such as magnets hardly spells the end of the rare earths trade. The damage has been done the eyes of the US and other Western nations and blocs have been opened to the dangers of relying solely on China for rare earths and permanent"  
[X Link](https://x.com/MylesMcNulty/status/1988208698456502468)  2025-11-11T11:34Z 22.2K followers, [----] engagements


"It is surely only a matter of time before @Novartis $NVS makes a move for @avacta #AVCT which is now the global leader in understanding and harnessing FAP in oncology. My bet is some form of partnership or licensing deal(s) initially followed by an outright bid further down the line. Does that catalyse other predators to show their hands Im also betting on that outcome. #avct From the Novartis CEO & President of Oncology: FAP is an exciting target. these agents are a great fit with our radioligand therapy pipeline. FAP-2286 from Clovis Oncology which is a fibroblast activation protein"  
[X Link](https://x.com/MylesMcNulty/status/1988551744989589807)  2025-11-12T10:17Z 22.2K followers, 16.2K engagements


"@caughtsneezing @Novartis @avacta Good point many thanks for highlighting 👍 Roche feasibly could show an interest too in #AVCT given that it has launched multiple clinical trials involving FAP as the biomarker (but always as a binding target for mAbs never as a cleaving mechanism). Interesting times"  
[X Link](https://x.com/MylesMcNulty/status/1988612021223608429)  2025-11-12T14:17Z 22.2K followers, [----] engagements


"@TarzanTrader1 @caughtsneezing @Novartis @avacta Haters What are you even talking about Surely neither I nor #AVCT have any haters on X 😂🤷🏻♂"  
[X Link](https://x.com/MylesMcNulty/status/1988614514036674751)  2025-11-12T14:27Z 22.2K followers, [----] engagements


"Very few (if any) 300m mkt caps on the LSE besides #AVCT have the potential to do several multiples in a [--] month window and many multiples in a 12-24 month window. The next known potential bad news item could be in March time - being poor initial results (i.e. severe side effects) in the AVA6103 Phase [--] trial. Conversely there is a tonne of hugely positive catalysts that could potentially land between now and then. The pressure here has been building for months. Explosive move north is imminent in my opinion"  
[X Link](https://x.com/MylesMcNulty/status/1989635216512549370)  2025-11-15T10:02Z 22.2K followers, 17.5K engagements


"Difficult to understand the various MMAE patents (there are a fair few) but my reading of it is that #AVCT couldn't use MMAE in a dual PDC without permission of Pfizer (can anyone correct me). Of course the same vice versa for $PFE using the peptide-exatecan platform to launch preCISION-exatecan-MMAE. One of our first (of many) #AVA6207 partners"  
[X Link](https://x.com/MylesMcNulty/status/1993349343160479969)  2025-11-25T16:01Z 22.2K followers, [----] engagements


"Thanks for sharing this @OC7990. Another one of those opportunities that the market occasionally presents for people to buy in before a positive RNS lands. Because this is surely market sensitive for #MKA (obviously in a very positive way). This new video implies one of Mkango's subsidiaries (currently circa 72%-owned HyProMag GmbH) will be generating additional revenues of circa $40m per annum over and above what the market is currently anticipating. Calculations based on current numbers in the public domain being [---] tonnes per annum at $95/kg ($30.4m revenue per annum) increasing to 750"  
[X Link](https://x.com/MylesMcNulty/status/1994002047641739571)  2025-11-27T11:15Z 22.2K followers, [----] engagements


"I suspect #AVCT's in-house view on the chance of success of AVA6000 making it to market for salivary gland cancer is now 90%. I also suspect the P1b for this patient subset - due out in the next few weeks - will snap the market out of it Guidance (which is then RNSd to market) from the FDA for accelerated pathways to market for AVA000 / SGC will also provide a major boost to investor sentiment. Again hoping that comes very shortly. Who knows. If we see a major SP rally and the consequent opportunity to fully fund AVA6000 for SGC through to marketing approval without any external assistance"  
[X Link](https://x.com/MylesMcNulty/status/1994006279413440551)  2025-11-27T11:31Z 22.2K followers, [----] engagements


"Such a strong Q3 update from @MkangoResources #MKA covering all the business divisions. 'Mkango Rare Earths' - Songwe Hill Mine in Malawi and Pulawy separation plant in Poland: NASDAQ listing of MKAR looks like it'll complete in Q1. I'm expecting a filing of the Form F-4 Registration Statement in the next 1-3 weeks which will include updated NPVs for Pulawy and Songwe (this should be eye-opening) possibly details on PIPE funding etc. Importantly MKA's shareholding in $MKAR (likely to be around the 70-80% mark after the various dilutions) will be $400m (40 million shares at the listing price"  
[X Link](https://x.com/MylesMcNulty/status/1995512202590060694)  2025-12-01T15:15Z 22.2K followers, 13.6K engagements


"New position opened today in an old favorite #AFCEnergy #AFC at around the 10.0p mark. A well-followed hydrogen stock that seems to be - at long last - set to commercialize its market leading ammonium cracking technology and hydrogen fuel cell generators at scale. Enjoyed @that_stocks_guy's excellent extensive write up published yesterday Bravo Charles. #AFC #HYDROGEN #AMMONIA AFC Energy is in my eyes a winner for next year. Here's why. https://t.co/e4muA6Ac1n https://t.co/yVL2B0bUuG #AFC #HYDROGEN #AMMONIA AFC Energy is in my eyes a winner for next year. Here's why. https://t.co/e4muA6Ac1n"  
[X Link](https://x.com/MylesMcNulty/status/1995852640383639730)  2025-12-02T13:48Z 22.2K followers, 11.7K engagements


"@MBdaytrading Nice one MB. Very attractive chart indeed"  
[X Link](https://x.com/MylesMcNulty/status/1995853547548934218)  2025-12-02T13:52Z 22.2K followers, [---] engagements


"TRUMP ADMINISTRATION SHIFTS FOCUS TO ROBOTICS Yet another powerful tailwind for the rare earths industry given that there are 2-4 kg of NdFeB magnets in each humanoid robot. Magnet makers - $MP $USAR #MKA $MKA.v $CTH $NEO being the only options listed on ex-China exchanges - should be one of the top pick-and-shovel plays for this potentially world-changing nascent industry. TRUMP ADMINISTRATION SHIFTS FOCUS TO ROBOTICS Politico reports that after its AI push the Trump administration is now turning attention to robotics. Commerce Secretary Howard Lutnick has been meeting with robotics CEOs and"  
[X Link](https://x.com/MylesMcNulty/status/1996213947939033214)  2025-12-03T13:44Z 22.3K followers, 10.2K engagements


"For @avacta #AVCT shareholders the low revenue figure for $KYMR is important to highlight here. I believe that the UK market severely underestimates the valuations that the US investment community ascribes to early-stage-revenue or even pre-revenue companies that have promising therapeutics in the clinic. There are currently [---] biotech companies listed on NASDAQ with revenue of less than $100m but with mkt caps higher than Avacta's ($456m). And those companies that are recording any revenue in their P&Ls are generating it from licensing deals and/or grants. That is to say almost all of those"  
[X Link](https://x.com/MylesMcNulty/status/1998318696247287906)  2025-12-09T09:07Z 22.3K followers, [----] engagements


"I did exactly this and added several times to #AFCEnergy #AFC position during this morning's drop. Stock is in a clear uptrend with no known potential nasties coming up for several months (Finals out the way so no chance of missing revenue guidance in the near-term; cashed up so no discount placing; etc.). On the contrary there are multiple avenues from which v bullish new items could land at any moment. I also enjoyed @that_stocks_guy's second bit of work on AFC this week - an insightful interview with the CEO. (Cheers again Charles). http://x.com/that_stocks_guy/status/1998693659206640088"  
[X Link](https://x.com/MylesMcNulty/status/1999108583330337200)  2025-12-11T13:26Z 22.2K followers, [----] engagements


"I suspect many leveraged longs have been obliterated at #AVCT. Today of all days. This morning @avacta revealed that that its second drug AVA6103 - due to go into the clinic in February/March - is not only yielding complete responses in most or all of the animal models for pancreatic gastric and sarcoma; but now also in most of the animals with lung and colorectal tumours. "The Beast" is eradicating cancer in 80-100% of cases now across five tumour types. And what's the tumour to plasma ratio going to be for AVA6103 If for FAP-Dox 4:1 in rodents ➡ 100:1 in humans then. for FaP-Exd 99:1 in"  
[X Link](https://x.com/MylesMcNulty/status/2001688274004258854)  2025-12-18T16:17Z 22.3K followers, [----] engagements


"Good to see @NeoEnergyMetals back trading Jason. Many congrats Really enjoyed the Shore Cap note an excellent piece. #NEO's lengthy suspension has created such an unusual situation. Whilst most gold developers/producers have enjoyed watching their share prices multiply this year (with the gold price up c.60% since NEO was suspended at end Jan) NEO hasn't been able to even begin to price in this raging Au bull market into its mkt cap. There's a large share overhang currently (understandable given disgruntled shareholders having been locked in for so long) but it's offering an incredible entry"  
[X Link](https://x.com/MylesMcNulty/status/2001984008696045591)  2025-12-19T11:52Z 22.3K followers, [----] engagements


"From what has been publicly released so far we know that #AVCT's AVA6103 has yielded complete responses in [--] out of [--] animals in the various pre-clinical models. A CR rate of 92%. Insane. It also looks like there's a very high CR rate in the colorectal model but the n hasn't been provided so I haven't included. And as FAP-Dox has demonstrated FAP-Exd is likely to perform even more spectacularly in humans than it has already in rodents. Very possibly industry-changing. https://twitter.com/i/web/status/2001995525521043755 https://twitter.com/i/web/status/2001995525521043755"  
[X Link](https://x.com/MylesMcNulty/status/2001995525521043755)  2025-12-19T12:38Z 22.3K followers, 12.1K engagements


"Swap in a gold price of $4300/oz for the $3200/oz used in Shore Cap's modelling and the revenue and EBITDA relative to #NEO's current mkt cap look even more ridiculous $4300 would boost their forecast [----] EBITDA from the current $45.5m to circa $77m. And in [----] from $106m to $164m. NEO's current enterprise value at 0.625p is 13m. Madness"  
[X Link](https://x.com/MylesMcNulty/status/2002039163239977110)  2025-12-19T15:31Z 22.3K followers, [----] engagements


"@Smudgedann Very bullish set up. Attack on 1p first thing in the morning #NEO"  
[X Link](https://x.com/MylesMcNulty/status/2003142546298728947)  2025-12-22T16:36Z 22.3K followers, [----] engagements


"Hi Big Cheese I am very bullish on #NEO going into [----] and in fact added again yesterday on the pullback. On paper its by far the cheapest gold play on the LSE and thats not even accounting for its immense uranium resource base. As I have reiterated on here @NeoEnergyMetals is a proper special situations play brought about by a combo of the concurrent takeovers of two major assets and the lengthy suspension that saw the companys share price frozen during this years phenomenal gold bull run. This share price could do 10x 20x from 1p with ease over the next 12-24 months."  
[X Link](https://x.com/MylesMcNulty/status/2006276781989417394)  2025-12-31T08:10Z 22.3K followers, [---] engagements


"As usual the UK market is embarrassingly unaware of subsector appetite throughout the rest of the world. Share price gains on Friday from the three largest US REE names ( $MP $USAR $CRML) Also note that $LYC in today's ASX session posted a 6% gain. Meanwhile #MKA #PRE #RBW. Flat or down. The LSE is a backwater but thank God the NASDAQ listing for $MKAR now fast approaches. https://twitter.com/i/web/status/2008183141324763437 https://twitter.com/i/web/status/2008183141324763437"  
[X Link](https://x.com/MylesMcNulty/status/2008183141324763437)  2026-01-05T14:25Z 22.3K followers, [----] engagements


"@Robin25461631 @Andrada_Mining 44k/t at last this tin move is getting properly meaningful for @Andrada_Minings profitability. Lithium move helping a great deal too. [----] could well be the year for #ATM"  
[X Link](https://x.com/MylesMcNulty/status/2008433665345307119)  2026-01-06T07:01Z 22.3K followers, [----] engagements


"@TarzanTrader1 @NeoEnergyMetals Next leg up coming for #NEO I think after this little tussle at the 1p level"  
[X Link](https://x.com/MylesMcNulty/status/2008536893848514936)  2026-01-06T13:51Z 22.3K followers, [---] engagements


"Yes certainly. #MKA will own 70-80% of $MKAR. Free float will be maybe 10%-15%. MKA isn't listing its upstream assets on NASDAQ in order to realize cash profits from selling the share position down on the open market. Rather it is doing so in order to have those assets attributed a market value by a US investor base - a base that quite clearly values such assets at (many) multiple times more than the UK investor base does. Imagine MKAR's share price climbs 50% in the first week. MKA will be sitting on a $600m equity position in a NASDAQ-listed stock. Whilst it won't likely sell any of that"  
[X Link](https://x.com/MylesMcNulty/status/2008653064186790359)  2026-01-06T21:33Z 22.3K followers, [---] engagements


"$CRML is already up +8% in the PM despite having already put in a +70% shift in the first three sessions of the year. Mkt cap now touching $1.5bn. #80M at 30m / 0.60p could have a hell of a long way to run from here. Sentiment-driven trade on the back of the latest developments last night between the US and Greenland / Denmark coupled with the undervaluation read-across from the impending NASDAQ float. Volume really cranking up now. First time buyer over here this morning. https://twitter.com/i/web/status/2008876150722879930 https://twitter.com/i/web/status/2008876150722879930"  
[X Link](https://x.com/MylesMcNulty/status/2008876150722879930)  2026-01-07T12:19Z 22.3K followers, [----] engagements


"@DanThomasJames @Smudgedann More people are selling than buying today I would hazard a guess 😂 Presumably just a bit of uncertainty from some holders about financing which is of course one of the key near-term risks. I am holding"  
[X Link](https://x.com/MylesMcNulty/status/2008885237296882127)  2026-01-07T12:55Z 22.3K followers, [---] engagements


"@here_there Ive already highlighted the two major risk areas for you to explore further. Youre a grown man - if you expect me to do your entire homework for you on the stock Id be happy to arrange some sort of payment plan"  
[X Link](https://x.com/MylesMcNulty/status/2008893449945461233)  2026-01-07T13:28Z 22.3K followers, [----] engagements


"Firstly image below. Secondly it would take you less than [--] seconds to look through the RNSs to work out that the #NEO - $SBSW deal has not yet closed (I will put this on the homework-completed-by-Myles-for-William tab). Thirdly note again the first point and the attached image ("very sizeable execution risks"). https://twitter.com/i/web/status/2008902977235439980 https://twitter.com/i/web/status/2008902977235439980"  
[X Link](https://x.com/MylesMcNulty/status/2008902977235439980)  2026-01-07T14:06Z 22.4K followers, [----] engagements


"@Smudgedann Moi. Thought I'd do my bit to help kick it through 1.5p Feels primed for the big move. #VULT"  
[X Link](https://x.com/MylesMcNulty/status/2011004655476883749)  2026-01-13T09:17Z 22.3K followers, [----] engagements


"And $800m for #MKA's share of HyP RoW post-rollout into Japan and Canada (and possibly South Korea). Such an obvious accumulation period for the stock. Sitting near 4-month lows whilst the peer group has bounced by 30-50% on average (and of course MKA's starting mkt cap before the Trump-catalyzed REE rally was already only a small fraction of the average cap of the international peer group). Easy to see this at 200p this year esp. if HyP USA listing is fast-tracked. https://twitter.com/i/web/status/2011039304605151239 https://twitter.com/i/web/status/2011039304605151239"  
[X Link](https://x.com/MylesMcNulty/status/2011039304605151239)  2026-01-13T11:35Z 22.3K followers, [----] engagements


"Mega start to the year for four relatively new swing longs #80M #ATM #VULT and finally #AFC for me (instead of your RBD). Fifth newish trade #NEO has given back most of the immediate gains from [----] entry (1.13p back to 0.75p). High execution risk and financing risks but if they get it right the upside could be glorious. https://twitter.com/i/web/status/2011055402956316791 https://twitter.com/i/web/status/2011055402956316791"  
[X Link](https://x.com/MylesMcNulty/status/2011055402956316791)  2026-01-13T12:39Z 22.3K followers, [----] engagements


"@stevenffc123 @Smudgedann Long-term if #NEO gets it really right (i.e. not excessive equity dilution to get Beisa Central up and running) 20-30p is achievable IMO"  
[X Link](https://x.com/MylesMcNulty/status/2011058028892561869)  2026-01-13T12:49Z 22.3K followers, [----] engagements


"@MBdaytrading I think #ROCKFIRE #ROCK is catching a bid largely due to the Australian government's announcement about its intention to build a critical minerals stockpile - including gallium and germanium - which ROCK has a highly unusual exposure to"  
[X Link](https://x.com/MylesMcNulty/status/2011358104588353674)  2026-01-14T08:41Z 22.3K followers, [----] engagements


"@MBdaytrading Yep new long position (v small though) - I think most of the ingredients are here for another possibly large rally in the coming sessions. #ROCKFIRE #ROCK"  
[X Link](https://x.com/MylesMcNulty/status/2011360523158442295)  2026-01-14T08:51Z 22.3K followers, [----] engagements


"UK market clearly very cautious at the moment on #NEO - completion of two Beisa deals; immediate-term financing (terms of CLN); medium-term financing (capex / WC for Beisa restart). But if mgmt gets it right and minimizes equity dilution at these levels @NeoEnergyMetals could be a [--] bagger from here relatively quickly. Given the gold co-production and the current price of Au ($4.6k/oz) Beisa could become one of the lowest cost U producers globally. This is co-production setup not getting enough airtime. It's a not dissimilar play to Andrada Mining when Li was sitting around ATHs. Uis could"  
[X Link](https://x.com/MylesMcNulty/status/2012128536170012914)  2026-01-16T11:43Z 22.3K followers, [----] engagements


"Hi there cheers and hope all's well. 1) Yes as potential customers but also as potential suppliers (end-of-life cars wind turbines and likely other large consumer items of Siemens that customers return to the supplier and not just dump). 2) #MKA / HyP UK are establishing some sort of high-end recruitment / training center onsite at Tyseley. As for leadership at HyP UK there's a v strong team already in place. The MMG team are the world leaders in REEs and magnetic materials outside of China. As for PLC BoD. Unsure. https://twitter.com/i/web/status/2012148791885861071"  
[X Link](https://x.com/MylesMcNulty/status/2012148791885861071)  2026-01-16T13:03Z 22.3K followers, [----] engagements


"@siriusB122 I should have also noted that each of those three major companies has previously worked directly with #MKA / HyProMag on various R&D projects - so they evidently take a serious and specific interest in the source of these NdFeB magnets"  
[X Link](https://x.com/MylesMcNulty/status/2012154221194559900)  2026-01-16T13:25Z 22.3K followers, [---] engagements


"I think #NEO has really undersold it with the RNS heading. I think its pretty excellent. To my reading its 3.7m conventional equity funding (i.e. a cash injection) at 0.90p immediately. - 1.5m from the strategic investor; - 1.0m from a handful of other investors presumably HNWs; - 1.2m from creditors who have opted to be repaid in shares at 0.90p rather than cash payment. So this cash injection has now occurred at a premium no strings attached. The further 6.5m will just occur after the Beisa deal completion. It may be at 1.5p it may be at 0.5p. Who knows what the SP will do between now and"  
[X Link](https://x.com/MylesMcNulty/status/2013157661143879759)  2026-01-19T07:52Z 22.4K followers, [----] engagements


"Churning out the doubters early doors then I think #NEO going to run hard. The other important point to note is that the 6.5m conversion price will be the 10-day VWAP after the close of the Beisa transaction. There will be a lot of fanfare from @NeoEnergyMetals and in the financial press about completion - so I expect conversion could be much much higher than today's price. https://twitter.com/i/web/status/2013167461638582358 https://twitter.com/i/web/status/2013167461638582358"  
[X Link](https://x.com/MylesMcNulty/status/2013167461638582358)  2026-01-19T08:31Z 22.4K followers, [---] engagements


"Afternoon yes still holding #NEO from 0.69p re-entry shortly after relisting date last month. I think financing was v impressive as discussed here: Suspect the heavy selling yesterday and today is some / much of the 1.2m "debt shares" being dumped so those advisers can recoup some hard cash. At 19m mkt cap at 0.74p (following settlement of the 3.7m placing announced yesterday) NEO will have a net cash position of 2m. It's being priced as though it were only developing the combined Henkries projects. Nothing in the mkt cap for Beisa North and South; less than nothing for Beisa Central. Run the"  
[X Link](https://x.com/MylesMcNulty/status/2013632598187098337)  2026-01-20T15:19Z 22.4K followers, [----] engagements


"@TarzanTrader1 Yes - #NEO is currently being priced as if it only had the Henkries project and the two ongoing Beisa acquisitions didn't even exist. Special Situations opportunity. Very high risk but exceptional returns on offer"  
[X Link](https://x.com/MylesMcNulty/status/2014006539183415359)  2026-01-21T16:05Z 22.4K followers, [---] engagements


"Yes a superb move by $UUUU 👍👌 Where are they on recycling Reasonable chance that one of the majors - $MP $LYC $USAR $UUUU - makes a move for NdFeB magnet recycling specialist HyProMag - before its co-owners #MKA and and $CTH spin it out onto NASDAQ as a standalone. HyProMag operates one NdFeB magnet recycling a manufacturing plant already in the UK; is about to complete construction of a second plant in Germany; and is shortly to begin construction of a first plant in Texas with two more to follow in other US states over the next two years. Its also progressing plans to expand into Japan"  
[X Link](https://x.com/MylesMcNulty/status/2014237193846337622)  2026-01-22T07:22Z 22.3K followers, [----] engagements


"Ideas sharing time Favourite ST trade (3 months) and LT investment (3 years) with basic rationale for each My picks: ST: #AVCT (227p) - on brink of commercial launch of its #COVID LFT LT: #QFI (3.60p) - penetrating the marine fuel market with its cleaner cheaper MSAR fuels"  
[X Link](https://x.com/MylesMcNulty/status/1382696413214212101)  2021-04-15T14:04Z 22.4K followers, [---] engagements


"But of course there will be major contract news in the meantime for #ONDO"  
[X Link](https://x.com/MylesMcNulty/status/1681575631564292096)  2023-07-19T08:04Z 22.4K followers, [----] engagements


"Emissions per day from #TIR's Tiger Alpha #bittensor subnet just hit [----] $TAO (bittensor's native currency). Only [--] days ago @tigerinvests reported in RNS "the Tiger Subnet is currently producing over six TAO per day". Circa 200% subnet revenue growth in just [--] days. Mad. http://taostats.io/subnets/107/chart http://taostats.io/subnets/107/chart"  
[X Link](https://x.com/anyuser/status/1938146901464903827)  2025-06-26T08:06Z 22.4K followers, 11.3K engagements


"Imagine paying [--] billion for someone to take sovereign territory off of us 🤦🏻♂🤢 Obvious solution to stop shit like this happening would be a general strike or else everyone stop paying taxes of all forms in planned unison until the government falls. https://www.telegraph.co.uk/politics/2025/08/10/revealed-chagos-deal-to-cost-10-times-what-starmer-claimed/ https://www.telegraph.co.uk/politics/2025/08/10/revealed-chagos-deal-to-cost-10-times-what-starmer-claimed/"  
[X Link](https://x.com/MylesMcNulty/status/1954630002793951719)  2025-08-10T19:44Z 22.4K followers, 23.3K engagements


"The US investment community is by and large extremely domestic-focused. The supremacy of #MKA's and $CTH's HyProMag will only be recognized (at least via a demonstrable rerating in valuation) once the group companies are listed via SPAC on NASDAQ. I am relatively confident that US Government funding for the rollout of multiple plants across the nation is also conditional on this. Yes $USAR is overvalued; but whichever way you look at it HyProMag - all else being equal - should be valued at at least several multiples of USAR. It is operating constructing developing or evaluating magnet"  
[X Link](https://x.com/MylesMcNulty/status/1980985446252290467)  2025-10-22T13:11Z 22.4K followers, [----] engagements


"@Towlie1981 @glr_1990 Yes. Companies will be explicitly named. I believe HyProMag is THE flagship in the G7 Alliances strategy to rapidly wean itself off of Chinas rare earth magnets. Eyes on volumes in Canada this afternoon which is often leakier than the UK. #MKA $MKA.v $CTH"  
[X Link](https://x.com/MylesMcNulty/status/1983827933367300422)  2025-10-30T09:26Z 22.4K followers, [----] engagements


"Eyes on #MKA $MKA.v $CTH going into tomorrow. Are rare earth magnets recycler HyProMag - and possibly separately Songwe Hill and Pulawy in the soon-to-be-NASDAQ-listed $MKAR - shortly to receive major financial support from the G7 Alliance Plenty of evidence to suggest HyProMag in particular is favoured by the members of the alliance. 🤞 @OC7990 @MBdaytrading Correct. We know that #MKA is operating or building plants or developing expansion plans to recycle and remanufacture rare earth permanent magnets in FIVE of the G7 nations already. (And it's not hard to imagine that plans to roll out"  
[X Link](https://x.com/MylesMcNulty/status/1983929312001601566)  2025-10-30T16:09Z 22.4K followers, 17.2K engagements


"@glr_1990 Feels like it could soon be five of the G7 nations that HyProMag is operating in. Chuck in South Korea for good measure too Best of luck fellow #MKA $MKA.v $CTH investors 🤞"  
[X Link](https://x.com/MylesMcNulty/status/1984224156150587765)  2025-10-31T11:41Z 22.4K followers, [----] engagements


"@MkangoResources #MKA of course. The lowest cost manufacturer of rare earth magnets outside of China owing to its proprietary recycling technology which gives it access to very cheap feedstock that no one else can access at comparable extraction costs. It's currently the only producer of magnets in the UK (it is in the process of scaling up production at its first plant in Birmingham). In fact HyProMag was explicitly named (and the CEO quoted) in the Government's document published on the weekend. As an additional ex-UK benefit to the investment - HyProMag is opening up a second magnet"  
[X Link](https://x.com/MylesMcNulty/status/1993219683990798435)  2025-11-25T07:26Z 22.4K followers, [----] engagements


"Baller of an update today from #MKA's and $CTH's joint venture HyProMag USA: 1) Improvement in economics Of the [----] tonnes per annum of NdFeB product that will be manufactured at the Texas facility [---] tonnes (or c.61%) will be finished magnets with the balance being co-products (swarf etc.). This compares well to the November [----] feasibility study (updated in March 2025) which estimated NdFeB production of [----] tpa but only [---] t of that (or c.48%) being finished magnets. As a result the NPV of this first hub in Texas has increased by 32% from $593m to $780m at forecast prices. Operating"  
[X Link](https://x.com/MylesMcNulty/status/2000595685784043604)  2025-12-15T15:55Z 22.4K followers, 10.6K engagements


"Effectively #NEO offers a chance to pick up a brownfield gold / uranium developer with a very significant asset (that is only 18m from production) priced as it was before the huge gold bull run. The lengthy suspension (kicked in when Au was $2750ish) has created a special sits play. Moreover the market had already refused to price in the two major acquisitions before the stock was suspended. There are some (probably angry) sellers about likely for having been locked in for so long. They'll clear out soon enough. Shore Cap has neatly set out how this stock could be trading at [--] higher in the"  
[X Link](https://x.com/MylesMcNulty/status/2002047825509491045)  2025-12-19T16:06Z 22.4K followers, [---] engagements


"@RAH00084 $ABVE in the PM. $2.90. Not a bad start Appreciate the heads up on this one. In at $1.97 average yesterday morning"  
[X Link](https://x.com/MylesMcNulty/status/2009189111731740907)  2026-01-08T09:03Z 22.4K followers, [----] engagements


"An incredible move in tin. That 3Y chart for @Andrada_Mining is glorious. A pretty straightforward march from here to the 7.5p level which still only puts the company at a circa 140m mkt cap. #ATM finally finally looks set to make that big move. https://twitter.com/i/web/status/2011353128721924296 https://twitter.com/i/web/status/2011353128721924296"  
[X Link](https://x.com/MylesMcNulty/status/2011353128721924296)  2026-01-14T08:22Z 22.4K followers, [----] engagements


"Realized I didn't answer your question about whether #NEO's share price reaction is fair Don't think it matters whether it's fair or not - it is what it is. I do think the SP drop (owing to the advisers selling their stock-that-covered-their-fees) has created an even more absurd valuation disconnect. There's a line of (their) stock around the 0.75p level which should clear soon enough especially with Au and U catalyzing increased buying given they've both on a mega tear. The co-production setup at Beisa - with the current sky high Au and U prices - could result in it being one of the lowest"  
[X Link](https://x.com/MylesMcNulty/status/2013635004799000910)  2026-01-20T15:29Z 22.4K followers, [----] engagements


"I had thought it was universally acknowledged by now that $NVS is more than just "watching" #AVCT. pre CISION is Novartis' key opportunity to not only catch up to - but leapfrog - its Big Pharma competitors who have ploughed many tens of $ billions into the ADC arms race. Of course both the all-in-on-ADCs mob and those tier [--] players who have not fully committed (like Novartis) will also be intensely studying pre CISION and most likely already speaking to @avacta. https://twitter.com/i/web/status/2014001400267608122 https://twitter.com/i/web/status/2014001400267608122"  
[X Link](https://x.com/MylesMcNulty/status/2014001400267608122)  2026-01-21T15:45Z 22.4K followers, [----] engagements


"Numerous hurdles for #NEO to overcome in the near-term of course but from a $25m-$30m entry valuation the upside for could be phenomenal over 1-2 years. Particularly given that a large majority of the capex requirement is likely to come from non-dilutive means - royalty streaming etc. https://twitter.com/i/web/status/2014340314362716383 https://twitter.com/i/web/status/2014340314362716383"  
[X Link](https://x.com/MylesMcNulty/status/2014340314362716383)  2026-01-22T14:12Z 22.4K followers, [---] engagements


"Two ASX-listed rare earth companies - Peak Resources $PEK and Australian Strategic Materials $ASM - have been taken over in the past five months. Te former by a Chinese major the latter (deal still ongoing) by an up-and-coming REE major in the US $UUUU. Add to those $USAR's acquisition of UK-based REE alloy producer LCM in Q4 last year. and it's quite clear to see that M&A is hotting up in the rare earths industry. The big players want vertical integration. MKA's upstream assets (Songwe Hill and Pulawy) are very attractive additions but HyProMag would be the gamechanger for any of them."  
[X Link](https://x.com/MylesMcNulty/status/2014720816940781882)  2026-01-23T15:24Z 22.4K followers, [---] engagements


"How do you know they haven't It's a very small world. I would bet a huge amount that $MP has looked at all its competitors very carefully. Particularly so #MKA and $CTH's HyProMag given that it holds the patent to hydrogen processing of magnetic scrap in the US. The $AAPL $MP collaboration kicked off over [--] years ago. At that stage HPMS was nascent and years off from being commercially proven. Now however with the UK plant up and running and HyProMag's Germany plant also about to commence production I suspect they are looking very closely at the business once more. HPMS is quite clearly"  
[X Link](https://x.com/MylesMcNulty/status/2016940611627348321)  2026-01-29T18:24Z 22.4K followers, [----] engagements


"@kowalski79 Really is. @MkangoResources needs to get the SP up up up ASAP - although I am absolutely sure that they are acutely aware of this already. #MKA"  
[X Link](https://x.com/MylesMcNulty/status/2018309146538356780)  2026-02-02T13:02Z 22.4K followers, [----] engagements


"@drewster_1965 @Hectar_Global @business No probs. If #MKAs mkt cap doesnt start shifting I suspect it will sooner rather than later"  
[X Link](https://x.com/MylesMcNulty/status/2019458141658759279)  2026-02-05T17:08Z 22.4K followers, [----] engagements


"Many wont touch @avacta now because its up 10x over the past [--] months with a mkt cap of 500m. Listen carefully to this interview and its very easy to perceive how #AVCT could do a further 10x - and potentially a lot more - over the next [--] months. Superb interview. Q&A - Avacta CEO Alastair Smith discusses their recent business update. He covers their two platform technologies along with their lateral flow antigen test and [----] milestones. https://t.co/o8aRzGZBAB @Avacta #investing #shares #affimer #AVCT #voxmarkets via @VOXmarkets Q&A - Avacta CEO Alastair Smith discusses their recent"  
[X Link](https://x.com/anyuser/status/1364878559223959554)  2021-02-25T10:03Z 22.4K followers, [---] engagements


"As part of my PF reshuffle (more on that in a later thread) I added more to my #AVCT position this week (new IG SB position). It's not often that I add heavily at over 11x up on entry (sans derisking) but my belief is that @avacta is one of those exceptionally rare gems. 10/14"  
[X Link](https://x.com/anyuser/status/1368491883765374980)  2021-03-07T09:21Z 22.4K followers, [--] engagements


"One of the most appealing aspects of the near term investment case for @avacta #AVCT is the proximity to the data read-out of its targeted chemotherapy pro-dox. I cannot think of a more significant P1 trial in my time.* IMO the share price has huge support purely on that. *"  
[X Link](https://x.com/anyuser/status/1390584008170430467)  2021-05-07T08:27Z 22.4K followers, [--] engagements


"Right now at 155p #AVCT is the cheapest it's ever been. I am expecting things to move very quickly from here. Big Pharma will be all over @avacta right now. An exceedingly happy shareholder who sees an enormous ROI from here in [----]. 20/20"  
[X Link](https://x.com/anyuser/status/1615389623877865473)  2023-01-17T16:44Z 22.4K followers, 37.5K engagements


"Quiet start to the week. Investments unchanged for a while now: #AVCT (extremely overweight) #MKA #BOOM #QFI #TGR ST PF - current longs: #AVCT 124.8p #BIDS 2.09p #GILD 3.50p #TGR 75p Eyes currently on a dozen swing long opportunities: #CGO #AMTE #ARCM #NGHT to name a few"  
[X Link](https://x.com/MylesMcNulty/status/1462824655283183618)  2021-11-22T16:45Z 22.4K followers, [--] engagements


"#NEO +17% on the day with both U and Au continuing their climbs. Worth highlighting that the only analyst covering the stock (Shore Cap initiated coverage last month) has a target price of 13p versus the current 1p. The price deck used was Au at $3200/oz for life of mine and U at $85/lb. Gold is currently trading at $4900 and uranium at $86. 13p is far too low. The analyst also stated: "Our analysis indicates that Neo Energy is trading at a marked discount to global uranium development peers at a time when the uranium market is supported by positive market fundamentals. Neo Energys current"  
[X Link](https://x.com/MylesMcNulty/status/2014707429846528363)  2026-01-23T14:30Z 22.4K followers, [----] engagements


"I am heartbroken. Our beautiful Achilles passed away in the early hours of Friday morning aged nine and a half. His health had declined rapidly in recent months and he had been struggling to keep food down for a few weeks. Weve had a long family getaway to Italy booked for many months were staying in the very south of the country for six weeks. So Achilles and I set off on a 3-day road trip starting at 4am on Tuesday morning from Bath and our journey took us across England to the Channel Tunnel and then through France Switzerland and down the spine of Italy. We stopped many times enjoyed the"  
[X Link](https://x.com/MylesMcNulty/status/1964974331026448591)  2025-09-08T08:49Z 22.4K followers, 68.8K engagements


"Novartis $NVS is currently the obvious lead candidate as the ultimate buyer of Avacta #AVCT given: 1) NVS' hitherto lack of commitment to the ADC arms race (preCISION PDCs could be the tech it needs to leapfrog the current leaders in targeted oncology); 2) NVS's already strong interest in FAP; 3) CC's history of working at NVS (big network there already); 4) Geographic / operational proximity (AVCT and NVS are a stone's throw away from one another in London); 5) NVS' ongoing M&A appetite + mega financial firepower. SURELY they are already in advanced discussions with AVCT for one asset or"  
[X Link](https://x.com/MylesMcNulty/status/1998380790187536761)  2025-12-09T13:14Z 22.4K followers, 24.7K engagements


""SURELY Novartis $NVS is already in advanced discussions with Avacta #AVCT for one asset or another (or just the whole lot)." @john_lancs @tom_the_bomb__ @asininitybeyond @avacta Novartis $NVS is currently the obvious lead candidate as the ultimate buyer of Avacta #AVCT given: 1) NVS' hitherto lack of commitment to the ADC arms race (preCISION PDCs could be the tech it needs to leapfrog the current leaders in targeted oncology); 2) NVS's already @john_lancs @tom_the_bomb__ @asininitybeyond @avacta Novartis $NVS is currently the obvious lead candidate as the ultimate buyer of Avacta #AVCT"  
[X Link](https://x.com/MylesMcNulty/status/2001286071884157088)  2025-12-17T13:39Z 22.4K followers, 19.1K engagements


"Owing to the almost [--] month suspension from trading - during which the price of gold appreciated by c.60% - #NEO's mkt cap is now completely disconnected from the substantial value of its underlying uranium and gold deposits and associated infrastructure. Easy to see from how the listed peer group (both domestic and overseas) has moved over the past [--] months that @NeoEnergyMetals could be reasonably valued at 5x 10x even 20x its current 18.8m mkt cap. A special situations play which offers entry into a substantial uranium/gold brownfield operation (production within only circa [--] months) at"  
[X Link](https://x.com/MylesMcNulty/status/2003121684723720217)  2025-12-22T15:13Z 22.4K followers, 14.3K engagements


"There is a reasonable argument for #NEO being valued at 10x its current cap purely based on its uranium assets (121 million lbs at $82/lb equates to a current in-situ value of $10.0 billion). Add in the [---] million oz of gold at $4400/oz and that's an additional in-situ value of $23.8 billion. $34 billion in-situ value across @NeoEnergyMetals' SA assets. Post completion of the two Beisa deals we're looking at a TVR of circa [---] billion - which would equate to a mkt cap of only $52m at 1.0p. Completely mad given that the company will be moving into production in H1 next year. At current"  
[X Link](https://x.com/MylesMcNulty/status/2008143855640600758)  2026-01-05T11:49Z 22.4K followers, 14.5K engagements


"I'm betting market interest in @NeoEnergyMetals #NEO is going to build rapidly given the price movements in uranium and especially gold. A hugely compelling story unfolding (and incredible entry valuation) - although very sizeable execution and financing risks to consider. @TheMoneySponge There is a reasonable argument for #NEO being valued at 10x its current cap purely based on its uranium assets (121 million lbs at $82/lb equates to a current in-situ value of $10.0 billion). Add in the [---] million oz of gold at $4400/oz and that's an additional in-situ value @TheMoneySponge There is a"  
[X Link](https://x.com/MylesMcNulty/status/2008515282550354292)  2026-01-06T12:25Z 22.4K followers, 11.6K engagements


"Images below show the performances of the three largest (by mkt cap) rare earth element companies listed in the US ( $MP $USAR $CRML) versus the top three listed in the UK (#MKA #PRE #RBW) in the first two and a half sessions in [----]. Three major catalysts are compounding upon one another to drive these moves in the US stocks: 1) The concern that China may retaliate to the US' moves in Venezuela and restrict REE exports (again); 2) China considering restricting REE exports to Japan; 3) G7 finance ministers to meet in Washington to discuss REEs - including potential price floors - next week."  
[X Link](https://x.com/MylesMcNulty/status/2008560780812194235)  2026-01-06T15:26Z 22.4K followers, [----] engagements


"What a time for @MkangoResources #MKA to become the first commercial producer of NdFeB magnets in the UK after a 25-year hiatus. Neodymium is breaking out (+7% over past two sessions) catalyzed both by extreme geopolitical developments over the past year and by demand ratcheting up from data centres robotics military applications electronics EVs etc. HyProMag Germany - a very similar sized and designed plant to the Birmingham site - is also being commissioned at the moment. Using the pricing in the most recent HyProMag USA studies ($95/kg average selling price) each of the UK and Germany"  
[X Link](https://x.com/MylesMcNulty/status/2011710294129598914)  2026-01-15T08:01Z 22.4K followers, 21.7K engagements


"Very impressive day yesterday at #MKA's HyProMag UK official opening event at the Tyseley Energy Park Birmingham yesterday. Well over [---] attendees. Notable names included Jaguar Land Rover Rolls Royce and Siemens and I'm aware that other big names were present (although not my place to name) as existing or potential customers. The Siemens representative did a great speech that focused particularly on how they loved HyP's exceptionally low carbon footprint NdFeB magnets. The impression given was that Siemens will likely be a major customer for HyP over the long-term. A representative from"  
[X Link](https://x.com/MylesMcNulty/status/2012092180404310317)  2026-01-16T09:18Z 22.4K followers, 14K engagements


"Using Shore Cap's modelling below: if we up their forecast gold price of $3200/oz to the current $4800/oz then #NEO's Beisa Mine will be generating EBITDA of circa $207m pa by [----] jumping to $226m in [----] once uranium production also hits nameplate capacity. Compare that to the $194m in total capex (both development and sustaining) required over the next three years to achieve that. Moreover note that material revenue and profitability will be achieved in [----] well before a big chunk of that $194m is required. Shore estimates that less than $100m will be required to get Beisa into positive"  
[X Link](https://x.com/MylesMcNulty/status/2014328269621833842)  2026-01-22T13:24Z 22.4K followers, [----] engagements

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