Mehrdad Yousefi

[Peter Higgins (conkers) @conkers3]

@snmart @MY21_Oracle @LawnChairFund @business #IQE 🆙+5%✅33.65p✅
#Photonics could transform AI data centers.
Optical networking may outpace traditional chips.

Goldman Sachs $GS projects $ANT Anthropic at $600B revenue by 2030

Anthropic has committed to $664B of compute.
🧮Bodes well for $IQE 👍
🧵
https://t.co/h4KJ30Phr3

[Mehrdad Yousefi @MY21_Oracle]

Tomorrows Trading Plays: UK GDP, Burberry results among the highlights

[Mehrdad Yousefi @MY21_Oracle]

Director Deals (Director dealings: Everyman Media's Dorfman makes share purchase)

[Peter Higgins (conkers) @conkers3]

@PolemicTMM I had the good fortune of visiting the fine establishment with my dear friend @HTVIOLA 🌟 earlier this year in April.

[Mehrdad Yousefi @MY21_Oracle]

https://t.co/e3z1AWzHyc

[Mehrdad Yousefi @MY21_Oracle]

Motorpoint almost doubled first-half pre-tax profit to £6.5m from £3.6m, as revenue climbed to £686.7m from £647.7m. The used-car retailer doubled its interim dividend to 2.0p and said retail volumes in October were 9.7% higher than a year earlier.

[Mehrdad Yousefi @MY21_Oracle]

easyJet said shareholders have approved its proposed £5.7 billion takeover by asset manager Apollo Management X, with more than 97% of scheme shares voted in favour and over 83% of voting shareholders supporting the dea

[Mehrdad Yousefi @MY21_Oracle]

https://t.co/uQ3SaXjZKj

[Peter Higgins (conkers) @conkers3]

@HTVIOLA @CharlieHuggins_ @TradingBasesUK @EMR_Recruitment @annabelbrodies @jeffprestridge @Frencheconomics @John_Stepek @xGeorgeCooper @SKellyCEO @Belcourtoi @Mike24775926 @Tommo33s @MY21_Oracle @Kirsty_Doyle_ @MathewGregory5 @1matthewgray @RogerGreen2009 @Richyf321 @jimgannonuk @lischrewis @robertmartin1a @karenwi17092279 @sunsuneti1 @EduardMallia @Dave76s @marxnd @Jarvy55 @TunbridgeJacqui @pauledenbrow @MarkDampier @MarketBlondes @GeorgeO @RegHoare @pdosullivan @Jubiloo @sloan_phil @battlebus141 @samhagger @patcat68 @steady_profits @whu32 @al_strx @Tokenisable @tradermark72 @markjesterselby @MenphysUK #TWINPETESINVESTING Podcast 191🔥Winning UK Industrial Stocks with former Fund Manager,
@CharlieHuggins_🌟#DPLM #HLMA #BNZL #DSCV #SPX #TFW #Ai $NVDA #Dividends, Long-term #investing success, #Takeovers

https://t.co/Ajmh2gMKRL

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[Mehrdad Yousefi @MY21_Oracle]

https://t.co/2OePwLcUce

[Mehrdad Yousefi @MY21_Oracle]

Anthropic weighs lifting IPO price on heavy demand
Bankers are reported to price the issue above the US$70–78 range after strong roadshow demand.
That could lift the valuation to US$1.5trn or more, from the US$1.26–1.41trn implied range.

[Mehrdad Yousefi @MY21_Oracle]

Risk sentiment gets a boost following better than expected CoreWeave results
Nasdaq futures rose 1.6% and S&P futures 0.7%.
CoreWeave is up ~13% pre market after beating 3Q and raising guidance, lifting peers like Iren and Nebius.

[Mehrdad Yousefi @MY21_Oracle]

Barrick files for a New York IPO of its North American gold assets
Barrick filed to list American Barrick Gold Corp., which holds its Nevada and Dominican Republic assets.
It plans to sell a 10–15% stake while keeping voting control and returning cash to shareholders.

[Mehrdad Yousefi @MY21_Oracle]

East Star Resources (EST LN) – Progress of JV copper exploration projects in Kazakhstan

[Mehrdad Yousefi @MY21_Oracle]

West London brewer Fuller, Smith & Turner said full-year results would be ahead of expectations after the hot weather and World Cup produced a strong first half, in which revenues rose 6.5 per cent to £220.9mn.

[Mehrdad Yousefi @MY21_Oracle]

ITV is cutting £25mn from its content budget after warning of a steeper fall in advertising this year as brands curtailed spending.

[Mehrdad Yousefi @MY21_Oracle]

Hamza Lemssouguer has agreed to buy a nearly £40mn mansion in Belgravia as his hedge fund Arini Capital Management hits a severe run of losses.FT

[Baron Investments @baroninvestment]

Very pleasing update with everything on track, drilling advancing. Partners all fully committed and on schedule, no messing about!

Verkhuba (Xinhai JV, East Star carried to 30% at production):
- 4,800 m of diamond drilling completed across 20 holes (two-rig programme)
- 9.5 line-km of ground EM completed, with conductors modelled for possible follow-up
- Metallurgical test work has started
- Positive engagement with local authorities

The existing resource remains the JORC Inferred 20.3 Mt @ 1.16% Cu, 1.54% Zn, 0.27% Pb and Xinhai’s indicated spend is in the region of $65m for a 1 Mtpa operation.

Rulikha (Nova JV, East Star retaining 25–35% at production):
- First five holes (1,290m) completed after mobilisation in early October.
- Programme expected to continue through winter on a fully winterised rig toward an initial 3,000m
- Further drilling is planned to support a maiden resource by Q2 2027
- Exploration target remains 23 Mt @ 2.4% CuEq based on historical data; current work is verification-focused.

To recap, both partners are funding and advancing the projects at no further cost to East Star, which is the core attraction of the story versus juniors that dilute to fund the development. East Star have the combination of a more advanced asset plus a second VMS option, plus the separate Endeavour Mining gold exploration JV which gives them multiple funded paths to cashflow and growth.

#EST

[Mehrdad Yousefi @MY21_Oracle]

City Headlines: Spirax trading momentum strengthens, Taylor Wimpey FY adjusted operating profits seen at bottom end of consensus

[Mehrdad Yousefi @MY21_Oracle]

https://t.co/NqbsuDaKxc