Onu Anda

Sales & Strategy at ACF Equity Research, Capital Markets, Research and Finance

[ACF Equity Research @ACFER01]

$QDE.L has moved quickly to appoint Parker Russell UK LLP as its new auditor following Crowe’s unexpected resignation just one day before the FY25 reporting deadline. Audit work is back underway, with a revised publication timeline expected in due course. Read how in ACFResearch flash note https://t.co/8VFBL4HKln
$NEE $ENEL $DUK $IBE.MC $GEV $FSLR
@MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power @VinFastofficial @metals_one_plc

[Onu Anda @ACFER20]

Oil powers higher - WTI to $96/bbl as US crude inventories ▼8m barrels, marking a 6th straight weekly draw & tightening supply; Trump hints @ progress with Iran but regional tensions remain elevated. $MSFT -3.69% despite accelerating its quantum computing roadmap. ACFview

[ACF Equity Research @ACFER01]

ACFMarketWrap: Higher-for-longer fears hit risk assets - US stocks retreat from records as stronger-than-expected ADP jobs (122k) and a hot ISM Services PMI (54.5 vs 53.8 est.) signal resilient demand, while fresh Iran strikes in Bahrain and Kuwait lift yields, oil (WTI $96/bbl) and Fed tightening risks;
Financials weaken with $JPM -1%, AI leaders stumble as $ORCL $NVDA $MSFT -2.5%+, but $MRVL +15% extends its 30% surge after praise from $NVDA’s Jensen Huang, while $M gains on stronger guidance and $T slips on a downgrade; Mag 7 mixed $NVDA -3.32%, $MSFT -3.69%, $AAPL -1.61%, $AMZN -0.43%, $GOOG -0.35%, $TSLA -0.54%, $META +3%;
Europe also slides as tariff threats and Middle East tensions pressure banks ($UCG $BBVA $DBK -2–4%) and luxury ($MC -3%), though $ASML +1.6%, $ITX +1.5%, $SHEL +1.7%, $BP +1.9%, $BME +14% and $HWDN +3.5% outperform;
Nasdaq -1.08%, FTSE100 -0.40%
Next in focus: ECB President Lagarde Speech 📈🛢️
@WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta

[Onu Anda @ACFER20]

European Healthcare ACF Desk line: - still has uncrystallised returns to offer; Europe's biotech stories still have to deliver solid metrics; UK healthcare is trading more on corporate action than momentum.

[ACF Equity Research @ACFER01]

ACFMorningMeeting - Diplomacy Diesel - is again in short supply. Europe morning session trade is softer as Middle East talks stall, oil climbs again, and the market is busy pricing conflict and escalation risk rather than diplomacy and peace. AI is still doing its best to hold up the global tape in the face of encroaching geopolitics.

Opening sessions - Europe / UK - softer. USA ftrs flat to slightly lower. Asia firmer, with AI and semis still supporting/carrying the mood. $STOXX $FTSE $FTMC $DAX $CAC $DJI $GSPC $IXIC

Stock Watch - Europe single-name action: $IDEXY jumps on a strong start to summer sales, while airlines and autos feel the oil squeeze again. AI remains the global cushion, with $MRVL Marvell and the broader semi trade keeping sentiment alive. $MRVL $NVDA $AMD $TSM

Commods - Brent $97.6 bbl, $WTI $95.4 bbl, GOLD $4,430s toz. COPPER $6.57 lb, still near record highs. COCOA $4,108 MT, rebounding again but still miles below peak panic.

Data Focus - today is more about conflict risk than calendar risk. If talks stay frozen and Hormuz stays impaired, inflation pressure splashes straight back across trading screens. ACFView

@WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta

[Onu Anda @ACFER20]

Today's European Healthcare / Biotech - still a stock-picker’s market. $ABVX shows investors punishing messy data, $SPI keeps the UK special-situations angle alive, and $NCYT is now about integration and cash burn. Large-cap dreadnoughts $AZN $GSK $NVO $SNY $RHHBY $ALC.

[Share_Talk ™ @Share_Talk]

Stocks in London are set to open marginally higher on Wednesday, as investors monitor developments in US-Iran talks. Futures indicate the FTSE 100 to open up 2.3 points, marginally higher, at 10,375.81 on Wednesday. The index of London large-caps closed 0.3% higher at 10,373.51 on Tuesday.
🔗 Read the full update here: https://t.co/t4NNmSIMNZ

[Share_Talk ™ @Share_Talk]

Trader's Café #BulletinBoardHeroes Review 📊 Tuesday 2nd June #FTSE100 #DAX #DJI #BTC #ETH #Gold #WTI #BSFA+38.89% #CTA+7.14% #DGQ-8.33% #EVOK+5.74% #GELN+12.68% #ITX+4.35% #RPI+10.27% #SOLI+2.63% #SNOX+4.00% #SYNT+3.57% #ENT-0.14% @ZaksTradersCafe

[ACF Equity Research @ACFER01]

Live Events - Hyve - PE owned corporate events provider (e.g. Indaba) has just be sold to another PE owner for 3x see more below @stockmark_it , notwithstanding the resale PE merry-go-round that generally points to a failure in the PE model, are live events going to be more valuable in a time of AI?

...only if AI's promises are not fairy hype - our research rarther than finding more things AI can do is finding more things LLM AIs just can't do well enough, like say...basic time anchored admin - god forbid you let your brand depend on AI generated value add.

AI has its niche and it is a revolution in that niche, but its wider more general application is looking a lot less certain as time passes.

Even Gemini says - humans need to monitor me and not leave me to my own devices otherwise I am a liability and not much use (we paraphrase).

[Zaks Traders Cafe @ZaksTradersCafe]

RNS Hotlist June 3: Active Energy, boohoo, ITM Power, Reabold, Shuka, Venture Life
https://t.co/EehedPqylS
#AEG #DEBS #ITM #SKA #RBD #SKA

[Zaks Traders Cafe @ZaksTradersCafe]

Chart Rundown: June 2
Zak Mir takes a charting look at FTSE 100, Dax, Dow, Bitcoin, Ethereum, Gold, WTI Crude Oil, BSF, CT Automotive, Delta Gold, Evoke, Gelion, Itaconix, Raspberry Pi, Solid State, Sulnox, Synthomer and Entain.
https://t.co/v3ND0gZ021
#FTSE100 #DAX #DJI #BTC #ETH #Gold #WTI #BSFA #CTA #DGQ #EVOK #GELN #ITX #RPI #SOLI #SNOX #SYNTH #ENT

[Bulls N' Bears @BullsNBearsWA]

WA-based @ArdeaResources has extended its definitive feasibility study timeline past June to incorporate key value-engineering upgrades at its globally significant Goongarrie Hub nickel-cobalt project near Kalgoorlie.

$ARL @westaustralian

https://t.co/IUsTAakAuX

[Onu Anda @ACFER20]

ACF Desk Line - Small and Large Cap - $AZN $GSK $NVO create ballast, $SPI is the bid story, and $ABVX / $NCYT are the reminder that small-cap healthcare still trades on proof and cash, not promise - a KOL is a narrative/positioning event, it directs investors to where proofs lie.

[John Vandermosten @vanjohn10]

Nasus Pharma to hold KOL event on 10Jun to discuss NS002 & anaphylaxis
*Featuring Michael S. Blaiss, MD
*Joel Brooks, DO, MPH
$NSRX
https://t.co/CcJVWHowX6

[Onu Anda @ACFER20]

Oil stuck in limbo: WTI hovers near $92 after a 5.5% surge as mixed US-Iran signals, Hormuz uncertainty and ceasefire questions keep traders guessing; meanwhile $GOOG -2.42% as Alphabet reportedly lines up an $80bn funding package to supercharge AI infrastructure. ACFview

[ACF Equity Research @ACFER01]

ACFMarketWrap: AI frenzy keeps lifting markets despite geopolitical noise - US indices claw back losses to fresh highs as the AI buildout powers ahead, with $AVGO +5% into earnings, $LRCX $QCOM $ON +5%+, $HPE +30% on an AI-driven guidance boost and $MRVL +20% after $NVDA CEO Jensen Huang called it a potential trn-dollar company; US JOLTs Job Openings @ 7.618m vs. 6.88m expct.
Chip sentiment also got a lift from stronger output expectations tied to SK Hynix capacity expansion, offsetting ongoing US-Iran tensions and renewed Israel-Lebanon strikes that keep Hormuz uncertainty and oil prices elevated ($WTI $91.79/bbl);
Mag 7 mixed with $NVDA +0.49%, $AAPL +2.19%, $AMZN -0.43%, $META -0.31%, $TSLA +0.04%, $GOOG -2.42%, $MSFT -3.61%;
Nasdaq +0.21%, FTSE100 +0.37%;
Next in focus: US API crude & Japan Ueda Speech 📈🛢️

[Share_Talk ™ @Share_Talk]

@avacta (AIM #AVCT) presents updated clinical data showing encouraging early efficacy signals for AVA6000 in salivary gland cancers at ASCO 2026. The latest results showed encouraging anti-tumour activity in patients with salivary gland cancers, with multiple confirmed partial and minor responses recorded among 38 evaluable patients. Disease control remained high at 92%, reinforcing confidence in the therapeutic potential of Avacta’s proprietary pre|CISION® platform.

@coughlin582, CEO of Avacta, commented: “Today’s data further underscores our confidence in both our Gen One product faridoxorubicin (AVA6000) and our pre|CISION® technology to significantly improve treatment options for cancer patients.

“We are particularly encouraged by signs of efficacy in patients with salivary gland cancers (SGC and the consistency of these data from Phase 1a and 1b support the potential for this agent to move to later stage trials. The excellent safety profile was further demonstrated by the absence of severe cardiac toxicity and lifting of the lifetime maximum, following careful analysis of drug concentration versus effect on the heart.

“We look forward to presenting further data updates from this trial later in June, at the BIO International Convention.”

🔗 Read the full update here: https://t.co/tyIuFKZzB2

[John Vandermosten @vanjohn10]

Cardiff Oncology files 8-K reporting Nerviano has terminated its licensing agreement & alleges that $CRDF has failed to use reasonable efforts to develop onvansertib. $CRDF responded asserting the termination is legally ineffective.
https://t.co/6cl4u5xUSe

[Share_Talk ™ @Share_Talk]

@quantum_helium (AIM #QHE) has provided an operational update on its Sagebrush-1 extended production test, confirming the successful completion of an initial acid injection program on the upper Leadville zone.
https://t.co/ufAL6hdiim

[Share_Talk ™ @Share_Talk]

London stocks are set for a firmer start on Tuesday as easing oil prices and renewed optimism surrounding US-Iran negotiations help improve investor sentiment following Monday’s sell-off. Futures indicate the FTSE 100 will open around 34 points higher at 10,372.95, recovering some of the previous session’s 0.7% decline.
🔗 Read the full update here: https://t.co/SYD1228YqQ

[Onu Anda @ACFER20]

Desk line - ACF biotech / healthcare - For $NCYT, Southern Cross is the strategy, but cash-burn reduction is the test.

[ACF Equity Research @ACFER01]

ACFMorningMeeting - Chips and Beer. Europe opens surprisingly firmer given the recent 'diet', oil is easing, and the market has gone straight back to buying AI after $STM STMicro raised its data-centre outlook (you have to believe it of course) The macro is still awkward, but this morning traders are paying for silicon.

Opens - Europe / UK - firmer. USA ftrs +ve to mixed. Asia steadier, with semis doing the lifting again. $STOXX $FTSE $FTMC $DAX $CAC $DJI $GSPC $IXIC

Stock Watch - $STM is the live Europe story after lifting its data-centre revenue forecast; read-across for $IFX $SBGSY and the broader AI capex chain. $ABVX is injured after weak late-stage data. Energy-sensitive names get a little relief with crude off the highs.

Commods - Brent $94.5 bbl, WTI $91.6 bbl, GOLD $4,430s toz. COPPER $6.60 lb, still pressing highs. COCOA $3,895 MT, stabilising rather than squeezing.

Data Focus - euro zone CPI today. If inflation behaves while oil slips and AI keeps spending, risk can keep grinding higher, at least that is what the market is signalling, but there is a limit and a lot of illusion, much like the New York London oft quoted multiples gap. ACFView

@WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta

[Onu Anda @ACFER20]

Novacyt / $NCYT - Southern Cross may broaden the map, but it's the maths. 40% headcount cuts and a £4m cash-burn target say this is a survival trade before it becomes a growth story again.

[ACF Equity Research @ACFER01]

Medical Devices - Novacyt / $NCYT - the market needs to stop treating this as a simple “deal” story. Southern Cross Diagnostics was meant to add APAC distribution reach and commercial scale, which is strategically sensible, but the live issue now is whether that extra reach can be integrated without the group continuing to burn too much cash.

The recent operational update makes that brutally clear: management is now consulting on cuts of up to 40% of headcount, aiming to reduce annual cash burn by up to £4m at a one-off cost of about £1m.

As so often in M&A, that shifts the story from expansion to execution.

Bull case - The bull case is that Southern Cross plus Yourgene launches finally give Novacyt a broader post-Covid diagnostics platform.

Bear case - The bear case is that the company is still having to cut hard just to get the economics under control.

For our ACF healthcare desk, this is now a restructuring-and-integration trade, no longer a clean growth story. See more @stockmark_it below.

[Markets & Mayhem @Mayhem4Markets]

This whole account is undisclosed AI slop-driven engagement farming.

[John Vandermosten @vanjohn10]

See our extended interview with @RevivaPharma's CEO Dr Bhat. #brilaroxazine #schizophrenia
$RVPH
https://t.co/i5dNsyqGxY

[ACF Equity Research @ACFER01]

ACFMorningMeeting - Barrels, Brinkmanship and Bids - Flaming June starts with the market back on the defensive. Fresh U.S.-Iran exchanges and wider regional tension have pushed oil higher again, Europe and the UK open softer even as AI keeps giving the tape somewhere to hide. All the same the market is still buying resilience where it finds it.

Opens/Morning Session - Europe / UK - softer. USA ftrs +ve to mixed. Asia steadied, chips continue to carry this regional market. $STOXX $FTSE $FTMC $DAX $CAC $DJI $GSPC $IXIC

Stock Watch - Europe stock stories this morning: $EZJ jumps on renewed takeover speculation, while $WISE and $UMG are hit by their own headlines. AI-related names still outperform in Germany, suggests growth-capex still has a bid under it.

Commods - Brent $94.1 bbl, WTI $90.8 bbl, GOLD $4,507 toz. COPPER $6.47 lb, still rising. COCOA ~$3,860 MT, stabilising after the reset.

Data Focus - inflation and ECB rates loom, but today the market is trading the Middle East first and everything else second. ACFView

@WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta