ACF Equity Research ACCURACY | CLARITY | FORESIGHT Preferred research provider OTC Markets, AQUIS, et al. See Sustainability/ESG OTC Webinar on our news page
London, England
Joined January 2014
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ACF Equity Research retweeted
#FinTech company @raizaustralia funds under management grew 20.2 per cent to $2.4 billion in the September quarter, as younger investors drove customer growth and $69 million flowed onto its platform.
$RZI #BULLSNBEARSWA #ASX #MicroInvestment @smh
smh.com.au/business/companie…
ACF Equity Research retweeted
Mineral explorer @ArdeaResources is optimising the DFS for its giant Kalgoorlie nickel project with its Japanese partners, targeting lower costs, while opening the door to fresh gold and scandium opportunities.
$ARL @westaustralian
thewest.com.au/business/bull…
ACF Equity Research retweeted
#BigHits looks at notable drill intercepts reported to the #ASX this week, led by @NMG_GoldASX WA, with runners-up @ElkRangeLtd in Idaho and @WhiteRockLi in Quebec.
$NMG $ELK $WLC #BULLSNBEARSWA #Gold #Lithium @wabusinessnews
businessnews.com.au/article/…
ACF Equity Research retweeted
$INTC posts mixed Q3 earnings, shares down over 20% after hours.
Adjusted EPS $0.52, est. $0.41 ✅
Revenue $16.51B, est. $16.54B ❌
Adjusted gross margin 44.1%, est. 42.1% ✅
Adjusted operating margin 19.6%, est. 16.5% ✅
Client Computing revenue $8.10B, est. $8.82B
Datacenter & AI revenue $7.32B, est. $6.67B ✅
Intel Foundry revenue $6.70B, est. $6.12B ✅
Adjusted free cash flow $1.64B, est. $2.98B (2 estimates) ❌
Server chip supply impacted by fire at Israel plant 😬
Working to improve server chip supply issues 😳
Unable to meet all of strong server chip demand 😬
Sees Q4 adjusted EPS $0.25, est. $0.43 ❌
Sees Q4 revenue $15B to $16B, est. $17.05B ❌
Sees Q4 adjusted gross margin 38%, est. 42.8% ❌
Expects PC market to decline into 2H 2027 📉
ACF Equity Research retweeted
Not just another Podcast - this one should be on the subscriber list of every serious investor in the UK Small-Mid Cap space!
Subscribe here : youtube.com/playlist?list=PL…
Search engine revenues $GOOG - the market fears another Nokia, top dog for mobile handsets for ~14 years then over 24 months of hubris and deep arrogance from its IR team and executives, entirely vanished as a global player. See below @stockmark_it
Alphabet shares hit record low as AI competition pressures search revenue stockmark.it/alphabet-loses-…
Founder tax releif and biotech boost - hurrah, let's look at the detail. See more @stockmark_it
The US - This is good news but it is beginning to feel like nominal growth rather than real growth and at some point that means the US Is contracting, and that will be very bad news. See more below @stockmark_it
US economy expands at 3.4 percent pace as September inflation accelerates stockmark.it/third-quarter-u…
ACF Equity Research retweeted
Chancellor allocates £1.25bn to Rolls-Royce for next-generation engine development stockmark.it/hold-your-nose-…
$AMZN yep well, if in doubt hype it up until you have a better idea.... 'When we get to this impassable ravine I'll have an idea, don't worry, for now, run at it faster'. Might work, might not...
Amazon CEO targets trillion dollar AWS revenue with massive infrastructure spending stockmark.it/aws-will-be-a-1…
ACF Equity Research retweeted
Welfare costs expected to offset stealth tax revenue gains stockmark.it/rising-welfare-…
It never really stops - crypto 'amateurism' - crypto is beginning to develop a reputation for being less secure than other currency forms. The benefit of hyper discretion, at the level that facilitates, attracts and suits criminals also means making it secure or getting it back is much much harder. The blockchain distributed ledger looks less clever every day (very unfortunately because it is an excellent innovation) - Its reputation as transaction recorder, cryptographer, decentraliser and ownership verifier, is looking a bit 'D minus' this morning. See more @Share_Talk
Cryptocurrency exchange @binance has suffered an unprecedented security breach involving $6.3 billion (£4.7 billion) in digital assets, in what investigators believe is the largest cryptocurrency theft ever recorded.
The attack, which unfolded on 29 October 2026, targeted wallets operated by the world’s largest cryptocurrency exchange, with billions of dollars transferred across multiple blockchain networks in a matter of minutes.
Blockchain intelligence firm TRM Labs has attributed the attack with high confidence to TraderTraitor, a North Korean state-linked hacking group, previously connected to major cryptocurrency thefts.
According to TRM Labs, attackers moved $6.36 billion across ten blockchains, with most of the transfers completed within around 20 minutes. 📑share-talk.com/binance-suffe…
ACF Equity Research retweeted
Should you buy shares in @weareamaroq? Greenland’s leading mining company #AMRQ has seen its stock fall since President Trump’s landmark deal last month — but its long-term prospects remain exciting @thetimes Read the full article thetimes.com/business/compan…
📰 Tempus recommendation: Buy
We were pleased to be tipped by @thetimes Tempus column this week. Bill Kay explored Amaroq’s 3 by 3 by 3 strategy- our plan to have three mines and three companies up and running in Greenland in the next three years.
Read the full article below 👇
thetimes.com/business/compan… #AMRQ #Greenland
ACF Equity Research retweeted
🔹Mirriad Advertising plc's #MIRI ordinary shares have been cancelled from trading on AIM. effective October 30, 2026, as per AIM Rule 41.
🔹Trellus Health Plc's #TRLS ordinary shares of GBP0.0006 each have been cancelled from trading on AIM, effective from 30 October 2026. This cancellation is in accordance with AIM Rule 1.
London stocks are expected to open higher on Friday, with the FTSE 100 forecast to gain around 42 points as investors assess interest rate decisions from the European Central Bank and Bank of Japan, while preparing for major earnings announcements from BP, NatWest and AstraZeneca. IG futures indicate the FTSE 100 will open 0.4% higher at 10,764, extending Thursday’s advance when the blue-chip index gained 0.3% to close at 10,722.07. 📑 share-talk.com/ftse-100-set-…
ACFMorningMeeting - 'Buffered' - Tech spending hits returns resistance - The selloff in Alphabet $GOOG, followed overnight by sharp falls in Amazon $AZN and Intel $INTL has shifted attention from demand for computing power to the cash it takes to supply it. Asian chip shares have fallen and Nasdaq futures are lower. For Europe, the pressure meets a fresh French GDP contraction and an ECB that held rates yesterday; London’s energy exposure offers some offset as oil rises.
Opens - The UK and continental opening indications diverge. Dec FTSE 100 futures were 10,778 (+0.25%), supported by firmer oil, while DAX futures were 26,115 (-0.17%) and Euro Stoxx 50 futures 6,189 (-0.51%). Nasdaq 100 futures were -1.4% in the Reuters overnight report. In Asian cash trading, the Nikkei was -2.3%, the Kospi nearly -4% and the Hang Seng +1.7%. $STOXX $FTSE $FTMC $DAX $CAC $DJI $GSPC $IXIC
Stock Watch - AstraZeneca $AZN.L scheduled its 3Q and 9M results for 07:00 GMT; BP $BP.L is due to report 3Q results after its 13 Oct trading statement pointed to stronger refining margins and lower net debt. NatWest $NWG.L also has 3Q results scheduled, with interest income and credit costs especially relevant after this week’s UK Budget.
Commods - OIL - Brent $115.44/bbl (+0.5%) and WTI $102.79/bbl (+0.8%) at 00:30 GMT as uncertainty persisted over US-Iran talks. Spot GOLD $4,000.54/toz (-0.5%) at 05:11 GMT as US inflation and oil kept rate-rise concerns alive. COPPER $6.57/lb (-1.48%, 29 Oct COMEX Dec). COCOA $5,456/MT. SUGAR 19.47¢/lb (+0.67%,) and COFFEE 285.45¢/lb (-0.45%, Dec Arabica settlement).
Data Focus - France’s first estimate showed 3Q GDP contracted -0.1%. Euro-area 3Q GDP is scheduled for 10:00 GMT and German inflation for 13:00 GMT. The ECB held its deposit rate at 2.50% yesterday; the Bank of Japan held at 1.25% today, with one member voting for a rise.
ACFView: favour companies whose sales and cash generation justify current investment spending (yes AI looks questionable on this count); the opening index split argues against a broad European risk-on call.
@WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR
@LondonSouthEast @BullsNBearsWA @ArthurBenta
@aimrns
ACF Equity Research retweeted
Oil slips below $101 as US-Iran diplomacy resurfaces and Europe plans a 42m-barrel reserve release. $GOOG -12.39% despite 103% Google Cloud growth, as 3Q26 search revenue missed forecasts at $63.4bn vs $64.9bn, fuelling AI competition fears. ACFview
ACFMarketWrap: A 12.6% plunge in $GOOG is shaking Wall Street's AI trade, even as the US economy powers ahead and London's energy giants push higher - US equities retreated Thursday as disappointing hyperscaler earnings reignited concerns over whether the AI spending boom can deliver the returns investors expect.
The S&P 500 -0.5%, Nasdaq -1.4% and Dow lost 310 points, with communication services and technology leading the decline. $GOOG suffered a sharp sell-off after missing earnings and revenue expectations, rattling confidence in AI-related valuations. Investors also turned cautious ahead of after-hours results from $AMZN and $INTC, with the stocks -3.1% and -2.2%, respectively.
Industrial heavyweight $CAT tumbled nearly 12% after forecasting only moderate 4Q26 sales growth, adding to the pressure on broader sentiment. Healthcare provided a powerful counterweight: $LLY surged 7.3% after raising its revenue outlook on strong demand for weight-loss treatments, while $MRK gained 3.3% following an upgrade to its guidance.
Meanwhile, resilient cloud sales offered support to $MSFT, although the broader technology sector remained under pressure. Fresh economic data complicated the Fed's outlook, with US GDP expanding a stronger-than-expected 3.4% in 3Q26 while September PCE inflation accelerated, reinforcing concerns that interest rates could remain elevated.
Mag 7 mixed: $GOOG -12.6%, $NVDA -0.87%, $MSFT -1.27%, $AMZN -3.36%, $TSLA +0.18%, $META +2.95%, $AAPL +1.74%.
London bucked Wall Street's weakness, with the FTSE 100 edging higher for a second consecutive session as energy, defence and pharmaceutical stocks offset sharp losses elsewhere. $SHEL.L +1.7% after unveiling a $5bn 4Q26 share buyback, up from $3bn previously, supported by stronger refining profitability and higher earnings amid energy-market disruptions linked to the Iran war and Russia-Ukraine conflict. $BP.L +0.7%, while $AZN.L +>2% ahead of its results. Defence stocks also advanced, with $BA.L + ~3% and $RR.L +1.7%.
However, consumer healthcare group $HLN plunged 15% after cutting its full-year revenue outlook despite announcing plans for up to £500m in share repurchases. $LLOY ->5% despite beating 3Q26 profit estimates, as unchanged guidance disappointed investors. The bank reported net interest income of £3.8bn, up 10% y/y, but the stronger figures failed to prevent the sell-off.
Next in focus: Bank of Japan Interest Rate Decision ACFview
@WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta
ACFMarketWrap: A 12.6% plunge in $GOOG is shaking Wall Street's AI trade, even as the US economy powers ahead and London's energy giants push higher - US equities retreated Thursday as disappointing hyperscaler earnings reignited concerns over whether the AI spending boom can deliver the returns investors expect.
The S&P 500 -0.5%, Nasdaq -1.4% and Dow lost 310 points, with communication services and technology leading the decline. $GOOG suffered a sharp sell-off after missing earnings and revenue expectations, rattling confidence in AI-related valuations. Investors also turned cautious ahead of after-hours results from $AMZN and $INTC, with the stocks -3.1% and -2.2%, respectively.
Industrial heavyweight $CAT tumbled nearly 12% after forecasting only moderate 4Q26 sales growth, adding to the pressure on broader sentiment. Healthcare provided a powerful counterweight: $LLY surged 7.3% after raising its revenue outlook on strong demand for weight-loss treatments, while $MRK gained 3.3% following an upgrade to its guidance.
Meanwhile, resilient cloud sales offered support to $MSFT, although the broader technology sector remained under pressure. Fresh economic data complicated the Fed's outlook, with US GDP expanding a stronger-than-expected 3.4% in 3Q26 while September PCE inflation accelerated, reinforcing concerns that interest rates could remain elevated.
Mag 7 mixed: $GOOG -12.6%, $NVDA -0.87%, $MSFT -1.27%, $AMZN -3.36%, $TSLA +0.18%, $META +2.95%, $AAPL +1.74%.
London bucked Wall Street's weakness, with the FTSE 100 edging higher for a second consecutive session as energy, defence and pharmaceutical stocks offset sharp losses elsewhere. $SHEL.L +1.7% after unveiling a $5bn 4Q26 share buyback, up from $3bn previously, supported by stronger refining profitability and higher earnings amid energy-market disruptions linked to the Iran war and Russia-Ukraine conflict. $BP.L +0.7%, while $AZN.L +>2% ahead of its results. Defence stocks also advanced, with $BA.L + ~3% and $RR.L +1.7%.
However, consumer healthcare group $HLN plunged 15% after cutting its full-year revenue outlook despite announcing plans for up to £500m in share repurchases. $LLOY ->5% despite beating 3Q26 profit estimates, as unchanged guidance disappointed investors. The bank reported net interest income of £3.8bn, up 10% y/y, but the stronger figures failed to prevent the sell-off.
Next in focus: Bank of Japan Interest Rate Decision ACFview
@WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta