Amalia Barnoschi

[Amalia Barnoschi @ACFER12]

The real tape was SpaceX reopening animal spirits while oil took a breath - Europe just happened to be opening inside that.

[ACF Equity Research @ACFER01]

ACFMorningMeeting - Space Invaders - Elon's messy IPO with its $1.75trn 'valuaiton' is over every retail and a lot of institutional screens. Europe is steadier in the morning session than the futures messaging suggested, oil is easing after the US 'brokered' Israel-Lebanon ceasefire (which feels pretty febrile and insecure), and the market is buying the breathing space but does not believe war risk is over. This is not a clean risk-on tape; it is just less-panicked as the morning session evidences.

Opens - Europe / UK - steady to slightly firmer after weaker futures, but not a lot of long confidence. USA ftrs -ve. Asia hit with Koriea most bruised as is now the way. $STOXX $FTSE $FTMC $DAX $CAC $DJI $GSPC $IXIC

Stock Watch - SpaceX resets the global risk conversation. Europe single-name action: Remy Cointreau $RCO.PA rallies on a new turnaround plan, while Universal Music $UMG slips after rejecting Pershing Square and agreeing a buyback. The AI trade is quieter, but still the only real global growth crutch though Space is the fresher growth story, at least for this morning. $NVDA $AMD $TSM $ASML

Commods - Brent $96.9 bbl, WTI $95.2 bbl, GOLD $4,490 toz. COPPER $6.57 lb, still rich. COCOA $4,072 MT, softer again but holding above the spring washout.

Data Focus - ECB Lagarde, BoE speech days, but geopolitics remains the overlay. If ceasefires spread, inflation fear cools. If Hormuz stays impaired, it comes straight back. Australian BoT is the most important data point, it was in line at A$1.79bn and beat forecast A$-1.3bn (yes negative).
ACFView

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

[Share_Talk ™ @Share_Talk]

Sagebrush oil output supports @quantum_helium growth plans 🛢️ #QHE reported gross oil production of 2,482 barrels for the three months ended 31 March 2026, generating revenue of US$108,288 before royalties, taxes and operating expenses. The average realised oil price during the period was US$57.44 per barrel.

Highlights:

• Q1 2026 gross oil production of 2,482 barrels (Calendar Q4 2025: 2,645 barrels)
• Gross revenue before royalties, taxes and operating costs of US$108,288 (Calendar Q4 2025: US$118,954)
• Average realised oil price of US$57.44 per barrel during Q1 2026 (Calendar Year 2025 average US$52.20)
• Oil prices remained supported during the quarter amid ongoing geopolitical tensions in the Middle East
• Existing oil production continues to support Quantum’s helium-focused development strategy at Sagebrush
• Oil production from the wider Sagebrush field continues, with Sagebrush-1 currently dedicated to the ongoing extended production test programme
• Company investigating potential secondary listing on the OTC market in the United States

🔗 Read the full update here: https://t.co/C5EcPd2ASL

[ACF Equity Research @ACFER01]

And that is what they delivered - see below @Share_Talk

[Share_Talk ™ @Share_Talk]

Trader's Café #BulletinBoardHeroes Review 📊Wednesday 3rd June #FTSE100 #DAX #DJI #BTC #ETH #Gold #WTI #BZT+9.70% #DEBS+19.22% #KDNC+2.97% #FCM+30.00% #GEMR+28.57% #GCL+2.27% #HDD+2.26% #IES+2.62% #MPL+3.45% #POLB+10.00% #SKA+1.89% #VLG+15.49% #WFR+29.03% @ZaksTradersCafe Full 🏡

[ACF Equity Research @ACFER01]

SpaceX IPO - Elon's mixed bag messy and rickety IPO if you think Grok is not all that and is part of "The Great AI Swindle" . The space part of the IPO actually has something going for it. See additional below @stockmark_it Europe needs to wake up (in passing) because Elon controls the outcome of the Ukraine Russia war - we bet no one but Elon wants that.

[Zaks Traders Cafe @ZaksTradersCafe]

RNS Hotlist June 4: Zak Mir takes a look at the stock market highlights of the day including Altona, Blencowe, CMC, CRISM, Defence Holdings, East Star, GEO, Guardian Metal, Helium One. Hydrogen Utopia, Incanthera, Ondine, Tertiary Minerals https://t.co/Z1mZzPF0op

[ACF Equity Research @ACFER01]

Ouch!

[ACF Equity Research @ACFER01]

We misread this initially as God is sitting right at his 200-day moving average - that's not a good look for the future, and suggests we are back to an Old Testament God! @TaviCosta thanks for the inadvertent smile generator this AM. @ACFER12 @ACFER20 @ZaksTradersCafe @Share_Talk

[Amalia Barnoschi @ACFER12]

😀

[ACF Equity Research @ACFER01]

We misread this initially as God is sitting right at his 200-day moving average - that's not a good look for the future, and suggests we are back to an Old Testament God! @TaviCosta thanks for the inadvertent smile generator this AM. @ACFER12 @ACFER20 @ZaksTradersCafe @Share_Talk

[BatteryWizard @WizardBattery]

#FCM @FirstClassMetal The Boss again keeping me in underpants, Big Dave 🐶 in bone 🦴 tokens and bottles of Brunello 🍷! If Carlsberg made stock analysts… More full houses than Mecca Bingo this Legend ! ! @ZaksTradersCafe For chancellor 🫡🕺🚀🚀🌙💰💰🥳🎉 We want 10p next 🍾🍾🍾

[Bulls N' Bears @BullsNBearsWA]

Mining company @Viridis_VMM has locked in crucial power grid infrastructure for its Colossus #rareearths project in Brazil, securing a turnkey delivery contract and reserved grid capacity.

$VMM #BULLSNBEARSWA #ASX @westaustralian

https://t.co/o7QWssCdew

[Amalia Barnoschi @ACFER12]

ACFMorningMeeting Shorts - Give Me Space. SpaceX has stolen the screen, Europe is steadier than feared, and oil is easing - but this is less panic, not full peace. $STOXX $FTSE $DAX $IXIC $RCO $UMG

[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

[Amalia Barnoschi @ACFER12]

US manufacturing fires up: factory orders jump 4.8% to $662.7bn (vs 4.6% est.), the strongest gain in 11 months, as firms front-load purchases ahead of Middle East-driven price risks; durable goods +8%, led by transportation +21.6% and nondefense aircraft +165.9% 📈🏭✈️

[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

[Markets & Mayhem @Mayhem4Markets]

@ACFER01 gold is the easy choice

[Amalia Barnoschi @ACFER12]

ACFMorningMeeting Shorts - Europe first session softer, oil is up, and the market is back to pricing chaos over diplomacy. AI can cushion it, but not hide it. $STOXX $FTSE $DAX $CAC $IXIC $MRVL

[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

[Share_Talk ™ @Share_Talk]

@FirstClassMetal (LON #FCM) provided an update ahead of its Annual General Meeting, reporting significant progress on the monetisation of an Ontario asset, with material commercial terms agreed and definitive documentation nearing finalisation. https://t.co/4b6yAbbfzz

[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

[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