Top Tweets for #ACFInsight
Copper - ACF Desk line: Copper is still supported because supply remains tight, oil and inflation are muddying the demand outlook and capping current moves. #ACFInsight
ACFMorningMeeting - A piece of peace - Peace talks have hit turbulence. Fresh U.S. strikes on Iran have reminded the market that “almost done” is not in any way the same as 'nearly done', Nevertheless the rubber band has been held down again for those on the guest list - oil is back up, and Europe opened more akin to cautious rather than weak. The UK looks a touch firmer, with AiM putting on 1% in morning trade. Patience rather conviction best characterises the market.
Opens - Europe / UK - Europe flat, UK slightly firmer (AiM powers up). USA ftrs +ve, but off the highs. Asia finish disappointing bar KS200 @+2.8% . $STOXX $FTSE $FTMC $DAX $CAC $DJI $GSPC $IXIC
Stock Watch - Airlines feel the oil move again: $LHA $RYAAY. $RACE gets hit after unveiling its first EV into a market that is no longer paying up blindly for that story. Chip names still matter globally, but today geopolitics overhands the open.
Commods - Brent $98.2 bbl, GOLD $4,522 toz. COPPER $6.36 lb, still elevated but not ripping. COCOA $3,818/t, modest rebound still intact, still down 61% 12M - we've moved out of the 2024-26 distortion ot a more normalized part of the cycle.
Data Focus - the market is watching Doha, Hormuz and yields more than any single data point. The trade is simple: if diplomacy drags, inflation risk races. ACFView
@WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta
Trumps thinking on tariffs may well be as follows 1) US growth has historically been driven internally - vast market, vast natural resources. 2) Imported inflation (driven by tariffs) will be temporary - targeted countries will quickly come to the table. Let's see. #ACFInsight
#ACFMorningMeeting Tariffs trumped by steel & aluminium imposition. UK/Europe leads the cycle opening green vs. US -ve closes Friday. US ftrs +ve. Stock watch - $DOCS $BBAI $SWI $TSLA $AMZN $SMTC -9.9%, $SMCI +7%. EPS $HOOD $SHOP $PANW $HWM $APP $DASH $HUBS. $WTI $71.4 #GOLD #goldrate ftrs $2926 t/oz. Data watch #Australia consumer confidence #China new loans. #ACFView

$GROC.L GreenRoc's (critical minerals) Greenland exploration institutionally backed £735k raise is just in the nick of time post Trump tariffs or a bet that Trump will, one way or another, force Greenland to accelerate mineral development. #ACFInsight #PRICES $BHP $RIO $SCCO $FCX $NEM $AEM $GLEN.L @GreenRocSM @RioTinto
#ACFMorningMeeting - So it begins - whether it is short run positioning or the new long term truth, Trump Tariffs will reduce trade flows. The screen is red. US ftrs are red. The $VIX is green. Story told. Stock Watch $VIAV +20% $EAF +3.5%, #TENCENT +ve. $BAER -10.5%. AI bubble stocks & Mag7 mixed Friday closes. $WTI ticks up down trade remains solidly underpinned. #GOLD #goldrate scraping at $2800t/oz Data watch Caixin manufac, EA inflation, US ISM manufac PMI #ACFView

In very good news $MED +13% $AiM Mast Energy Developments posts upbeat Dec gas generation revenue - with the 2nd 2.7MW genset online since mid Dec & Jan cold snap with record buffer electricity generation prices we are expecting attractive numbers for Jan 25. #ACFInsight
#ACFMorningMeeting Red alert! US jobs data rows back interest rate cut expectation equity gains, whilst sterling falls yet more vs USD. Mag7 & AI bubble stocks fall back $TSLA $AAPL $META $GOOG $AMZN $MSFT $NVDA $SCMI $AMD $SOUN $MBLY $IBM $PLTR $ARM. US ftrs -ve, $WTI >$78bbl, #GOLD ftrs >$2711 t/oz. Data to digest China BoT, exports & imports (note accuracy uncertainty) #ACFView

$TLG received exploitation concession approval for its Swedish #naturalgraphite mine. $TLG +2.67% @ close. $ALB $VIE.PA $NMG $TGR.L $EGR.AX Read our #ACFInsight https://t.co/rSfZLen7fj @AlbemarleCorp @Talga_Ltd @Tirupatiuk @EcoGraf @NYSE_NMG
We're pleased to announce that our Nunasvaara South natural graphite mine has received exploitation concession approval from the Swedish Mining Inspectorate. Another key milestone for our Vittangi Anode Project and EU-sourced battery materials!
Read more👉https://t.co/nlSdDkOyTh

Check out the news from #Avacta $AVCT. $RENE $AEMD $FAB $NFX $PYC $BCLI read our #ACFInsight https://t.co/Nxfa2dBJEA @avacta @tmprowell @VincentRK @StephenVLiu @marklewismd @cathyengmd #CancerResearch #Oncology #Biotech
Today we announce the addition of two novel preclinical oncology assets, AVA6103 and AVA7100, to our pipeline of pre|CISION-enabled drug conjugates. https://t.co/KQFU7FpR2u #AVCT

$AVCT #CancerResearchnews #Avacta #Oncology #Biotech Meantime read our #ACFInsight https://t.co/Nxfa2dChu8 $RENE $AEMD $FAB $NFX $PYC $BCLI @avacta @tmprowell @VincentRK @StephenVLiu @marklewismd @cathyengmd
Avacta to Unveil Pipeline Expansion and Novel, Next-Generational Targeted Cancer Therapy Programs at 2024 EORTC-NCI-AACR Symposium. https://t.co/0qS4Fgb3bc #AVCT
$RDHL and #MediCal - contract renewal kept #Talicia® as a 1st-line treatment w/ $0 co-pay and no prior authorization for 15m Medi-Cal patients. A major win for H. pylori treatment 🙌 #Hpyroli #MediCal #Gastroenterology Read our #ACFInsight https://t.co/emugU8I97e @RedHillBio $GSK $PFE $ABT @pfizer @GSK @theNCI @CR_UK @AmericanCancer @AlexsLemonade @DanaFarber @MediCal_DHCS

$RDHL ~+10% @ close as its #Talicia was listed as 1st-line choice for H. pylori in New #AmericanCollegeofGastroenterology Guidelines. Globally ~66% of population has H. pylori - classified as a Group 1 carcinogen by WHO. Read our #ACFInsight https://t.co/emugU8I97e @RedHillBio $GSK $PFE $ABT @pfizer @GSK @theNCI @CR_UK @AmericanCancer @AlexsLemonade @DanaFarber @AmCollegeGastro
Check out the upcoming event hosted by $AVCT on 30 Oct 2024. Meantime read our #ACFInsight https://t.co/Nxfa2dBJEA @avacta @tmprowell @VincentRK @StephenVLiu @marklewismd @CathyEngMD

Avacta will be hosting a live 'R&D Spotlight: Next Generation of pre|CISION™ Medicines' event in London on 30 October 2024. https://t.co/gwITo13bd2 #AVCT
$RDHL ~+10% @ close as its #Talicia was listed as 1st-line choice for H. pylori in New #AmericanCollegeofGastroenterology Guidelines. Globally ~66% of population has H. pylori - classified as a Group 1 carcinogen by WHO. Read our #ACFInsight https://t.co/emugU8I97e @RedHillBio $GSK $PFE $ABT @pfizer @GSK @theNCI @CR_UK @AmericanCancer @AlexsLemonade @DanaFarber @AmCollegeGastro
$RDHL - gastrointestinal & infectious diseases – $8m registered direct offering – closing exp on 29 Jan. Global #helicobacterpyloris trtmnt ind. @ ~US$638.3m in 2023E. Read our #ACFInsight https://t.co/S350kOfJNq @RedHillBio $GSK $PFE $ABT @pfizer @GSK

$SPIR secured a $3.8m contract w/ NOAA to provide #satelliteweatherdata to improve weather forecasts + climate research worldwide 🌍 crucial for protecting lives & preventing loss of property. #SpaceTech. Read on the imp of #CarbonNanotubes in #satellites in our #ACFInsight https://t.co/uq5IUcu2qj $TSLA $EADSF $LI $RIVN $VFS $F $TM @AirbusSpace @Telsa @Teslarati @Ford @Toyota @SpireGlobal
Satellite data is essential for improving weather forecasts, advancing climate research, and protecting lives. 🌍✨
Our new contract with @NOAA will enable them to use our data for operational weather forecasts, space weather models, and climate studies.
Read more: https://t.co/JhZCnyegZe

🔋 $IES - leadership update - #JonathanMarren (prev. CFO) steps up as CEO, succeeding #LarryZulch who retired. Global #energystorage is set to add in 2024E over 100 GWh of capacity for the 1st time vs. 97 GWh added in 2023A. #Renewables $SMTOF $CECBF $IESVF Read #ACFInsight https://t.co/YLt2AnWlsT @InvinityEnergy @stina_resources @JigarShahDC @mzjacobson @JulianSpector
$IES ~▲14% on agrmnt w/ #Everdura (Taiwanese strategic partner) for manuf. of next-gen. prod. = Mistral VFBs. Global VFB expctd. to reach US$ 6.2bn by 2028E. $SMTOF $CECBF $IESVF Read #ACFInsight https://t.co/caw5SwRxF1 @InvinityEnergy @stina_resources

$ICCM ~▲2.82% pre-mkts as USPTO granted #NoticeofAllowance for its #cryogenicpump patent- #cryoablationtech - protected until 2041. Read our #ACFinsight https://t.co/Nxfa2dChu8 #IsraeliTech @IceCureMedical @tmprowell @VincentRK @Roche @GileadSciences @Novartis

$ICCM ~▲7.24% @ close on 30 Jan as FDA grants it to reopen De Novo Classif. request for marketing authorization of ProSense® for Early-Stage Breast Cancer. Global #cryotherapy mkt ~US$ 7.45bn in 2023E. Read our #ACFInsight https://t.co/ZT3XAxSrF6 $BSX $MDT @bostonsci @Medtronic @IceCureMedical
$IMU.AX ~▲9.67% @ close on +ve results from PIb trial for Azer-cel in #bloodcancer - 3 patients w/ relapsed DLBCL achieved complete responses, incl. 2 in Cohort B - maintained CRs for over 120 days. Read our #ACFInsight https://t.co/emugU8I97e #CancerResearch $VRTX $VCEL $SGMO $BCLI $GMDA $ICCM $BMY $GILD $ROG.SW $NVS @tmprowell @VincentRK @IceCureMedical @StephenVLiu @marklewismd
The #oncology field is witnessing paradigm-changing advances in #cancertreatments. Is the offensive against cancer about to make a visible breakthrough? Read our #ACFinsight https://t.co/Nxfa2dBJEA @IceCureMedical @bmsnews @Roche @GileadSciences @Novartis @WHO @US_FDA @EMA_News
$NNDM - $DM acquisition update - on track for a 4Q24 closing deal as it clears Hart-Scott-Rodino antitrust milestone. Exciting times ahead for #3Dprinting & #Amindustry $SUN $MDT $IART $BSX $SYK $BDX Read our #ACFinsight https://t.co/C23rHBCiJS #AdditiveManufacturing @el@elonmusk @Jabil @TerryWohlers @Joseph_DeSimone @Markforged
$NNDM ▲16.67% @ close - to acquire $DM for ~ $135m to create a leader in #digitalmanufacturing. Global digital manuf. mkt @ ~US$2bn in 2024E.🌐💡$SUN $MDT $IART $BSX $SYK $BDX Read our #ACFinsight https://t.co/C23rHBCiJS #AdditiveManufacturing #3DPrinting #IndustryInnovation @surginno @Medtronic @StrykerEC @TerryWohlers @Jabil

$RDHL ’s #Opaganib got #FDAOrphanDrugDesignation for #neuroblastomatreatment - most common #PediatricCancer. This could be a significant step forward in fighting #childhoodcancer. Read our #ACFInsight https://t.co/emugU8I97e @RedHillBio $GSK $PFE $ABT @pfizer @GSK @theNCI @CR_UK @AmericanCancer @AlexsLemonade @DanaFarber
$RDHL - Opaganib drug for Acute Radiation Syndrome (ARS) protects against radiation-induced lung inflammation and fibrosis. Read our #ACFInsight https://t.co/S350kOfbXS @RedHillBio $GSK $PFE $ABT @pfizer @GSK

$RDHL +8.8% @ close as its Talicia (H. pylori combined treatment) is now available on prescription for adult patients in UAE (~41% of population affected). Globally ~50% of adult population suffer from H. pylori. Read our #ACFInsight https://t.co/G2MK5Xfvp4 @RedHillBio $GSK $PFE $ABT @pfizer @GSK
$RDHL - gastrointestinal & infectious diseases – $8m registered direct offering – closing exp on 29 Jan. Global #helicobacterpyloris trtmnt ind. @ ~US$638.3m in 2023E. Read our #ACFInsight https://t.co/S350kOfJNq @RedHillBio $GSK $PFE $ABT @pfizer @GSK

$GTII.CN 🌿 released '#Beboe' - luxury #cannabis brand - products incl. vapes & gummies available @ all RISE Dispensaries in NY. In US, $GTIBF has 91 dispensary locations vs. $CURLF 147 retail locations. $SNDL $AAWH $GLASF $ISPR $NLCP Read our #ACFInsight https://t.co/FBB2S0tA3o @stevedeangelo @JorgeCervantes @imcannabess @GTIGrows @Curaleaf_Inc

The #oncology field is witnessing paradigm-changing advances in #cancertreatments. Is the offensive against cancer about to make a visible breakthrough? Read our #ACFinsight https://t.co/Nxfa2dBJEA @IceCureMedical @bmsnews @Roche @GileadSciences @Novartis @WHO @US_FDA @EMA_News
$ICCM - #cryoablation treatment for metastasis & recurrent #breastcancer is 'safe & effective' as per study published in 'Cancers' => high complete ablation rate & no complications in 56 procedures. $BSX $MDT Read our #ACFInsight https://t.co/ZT3XAxSrF6 @bostonsci @Medtronic @IceCureMedical @myESMO

$ICCM ~▲7.24% @ close on 30 Jan as FDA grants it to reopen De Novo Classif. request for marketing authorization of ProSense® for Early-Stage Breast Cancer. Global #cryotherapy mkt ~US$ 7.45bn in 2023E. Read our #ACFInsight https://t.co/ZT3XAxSrF6 $BSX $MDT @bostonsci @Medtronic @IceCureMedical
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