ACF Equity Research

$ASFH - the greatest growth market for transactions and processing in the digital economy is Southeast Asia, of which ASEAN is the key part. OTCQB $ASFH growing in ASEAN is moving westwards through partnerships and acquistion and planning an uplist to Nasdaq (from OTCQB) Download our initiation note here https://bit.ly/ASFH_Initiation_26092024.

🤖 AI & Analysts: A New Era? Or More of the Same? 🤖
It was a privilege to join the conversation at on the transformative impact of AI on equity analyst research. is assisting aspects of research production, particularly process refinement, it is also bring benefits in respect of research consumption, the question remains— what is its contribution to financial insights now and in the future? Are those insights useful, are they reliable, are they distinctive? What lies ahead? Read our view on AI in https://bit.ly/ACF_Outlook2024 BBayes Business School - formerly Cass
https://www.linkedin.com/posts/jayheonjung_this-week-we-hosted-the-5th-analyst-research-activity-7237546345740341248-BZJy?utm_source=share&utm_medium=member_desktop

🌐 Practitioner Insights 🌐
At 5th Analyst Research Conference amongst an international academic audience and a global practitioners panel, we had an enlightening discussion and exchange on the future of in sell-side . The conversation explored how AI can bring benefits to the research landscape and where it can create serious risks and challenges. As AI continues to advance, what skills and insights will remain uniquely human?
Read our view on AI in https://bit.ly/ACF_Outlook2024 BBayes Business School - formerly Cass https://www.linkedin.com/posts/jayheonjung_this-week-we-hosted-the-5th-analyst-research-activity-7237546345740341248-BZJy?utm_source=share&utm_medium=member_desktop

Tungsten (W) Value Chain - Tungsten is almost as hard as diamond, one of several physical properties that conveys uses for the metal from mining (metalworking), electricity (electrodes), medical devices (X-ray, radiation shielding) to aerospace & defence (rocket engines nozzles, ammunition, etc.) to semi-conductors - Defence uses account for around 10% of total W consumption and demand for this segment in particular is expected to grow in the immediate future and perhaps longer term because of current geo-political tensions. Tungsten is also highly recyclable (~35% vs. other metals) from scrap products, based on an ITIA study. Check out on Tungsten https://bit.ly/Tungsten-Value-Chain Glencore Tungsten Metals Group

( ), sometimes called "the seeds of technology," are crucial for enabling today’s cutting-edge innovations. They play a vital role in the miniaturisation of electronics, advancing green and medical technologies, and supporting key sectors like defence, telecommunications, and transportation. China's domination in permanent magnet rare earth recycling and separating rare earth oxides (REOs) is creating an interesting opportunity to build a supply and value chain that circumvents and reduces reliance upon China. At least one innovative approach is that of Ionic Tech https://bit.ly/REE-ValueChain Glencore Materion Corporation

(Cu) - to modern marvel from ancient metal, powering green tech to antimicrobials, - its unique properties make it invaluable. data is used for economic forecasting. https://bit.ly/CopperValueChain $FCE $BHP.L $GLEN.L $SCCO $RIO

Helium (He) - no lightweight commodity - high tech/industrial uses, finite resource - often characterised commercially as non-substitutable (not entirely correctly) it has potential as a future safe-haven asset. https://bit.ly/Helium-ValueChain $RHC.V $AI $APD $IWA.F $REN.JO $TOH.V

Exosomes are a very interesting area for the future delivery of therapies direct to the cell. See our exosomes analytical blog based in part on research by Nasdaq : BCLI and read this research too. It's a fascinating area.

In the genes - Edinburgh Impact | The University of Edinburgh Epigenetics PhD student Kamila Malysz wins the Emerging Female Entrepreneur award at the University's Inspire Launch Grow awards. She shares her journey from a childhood interest in biology to running a lab focused on making drug therapies more efficien...

At this time of year everyone gets their Spotify breakdown so following that theme, we thought we would share our YouTube data. YourFinance.TV is not yet a year old, but it has been an exciting year with great videos and interviews.

We are closing in on 8,000 subscribers on our YouTube channel https://www.youtube.com/ and have more than 300,000 views. Our videos have been viewed for over 4500 hours, reaching viewers from more than 50 countries.

Our most popular video by views is the Jay Pelosky Market review from November 17 https://youtu.be/p-2K1bt7OGE

The most watched video in terms of time is 'Is it a bull market? - Alpha Insights https://youtu.be/FyEz7hyL4OI

Our first video featured Nicholas Bohnsack from Strategas Asset Management discussing the Fed's policy on curbing inflation https://youtu.be/mBlpaoc_3uQ

We have more exciting content coming in 2024, so make sure to subscribe today. Thanks to all who have worked with us this year and to our partners as well.

#2024

Mehdi Sunderji Scott Duxbury Interaxis Column E Management, LLC Brendan McCarty ACF Equity Research

- the most affordable and most abundant of all the precious metals - can power the shift to . https://bit.ly/silver-value-chain Silver Institute The London Bullion Market Association Focus_ir Comex

- pivotal for batteries and energy storage, and also key in other areas inc. meds, ceramics & greases. Can its innovative recycling & extraction enhance its sustainability? https://bit.ly/LithiumValueChain $TSLA $XSDG $PCRFY $BYDDY $ALB $SQM $SAV.L $MIN $PLS $SGML Tesla International Energy Agency (IEA) Panasonic