MyIas McNutIy
@DeeGoofyy
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Former micro-cap equity analyst, former micro-cap-focussed investment manager. Now managing my own book, predominantly trading UK micro-caps.
London
Joined June 2021
I am heartbroken. Our beautiful Achilles passed away in the early hours of Friday morning, aged nine and a half. His health had declined rapidly in recent months, and he had been struggling to keep food down for a few weeks. We’ve had a long family getaway to Italy booked for
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"SURELY Novartis $NVS is already in advanced discussions with Avacta #AVCT, for one asset or another (or just the whole lot!)."
@john_lancs @tom_the_bomb__ @asininitybeyond @avacta Novartis $NVS is currently the obvious lead candidate as the ultimate buyer of Avacta #AVCT, given: 1) NVS' hitherto lack of commitment to the ADC arms race (pre|CISION PDCs could be the tech it needs to leapfrog the current leaders in targeted oncology); 2) NVS's already
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Baller of an update today from #MKA's and $CTH's joint venture, HyProMag USA: 1) Improvement in economics Of the 1,552 tonnes per annum of NdFeB product that will be manufactured at the Texas facility, 941 tonnes (or c.61%) will be finished magnets, with the balance being
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Another milestone for @MkangoResources #MKA, in HyProMag USA securing a long-term lease for its first magnet recycling / remanufacturing site. This will be a significant operation: the most up-to-date numbers in the public domain suggest that this first facility in Dallas-Fort
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TRUMP ADMINISTRATION SHIFTS FOCUS TO ROBOTICS Yet another powerful tailwind for the rare earths industry, given that there are 2-4 kg of NdFeB magnets in each humanoid robot. Magnet makers - $MP $USAR #MKA $MKA.v $CTH $NEO being the only options listed on ex-China exchanges -
TRUMP ADMINISTRATION SHIFTS FOCUS TO ROBOTICS Politico reports that after its AI push, the Trump administration is now turning attention to robotics. Commerce Secretary Howard Lutnick has been meeting with robotics CEOs and is “all in” on accelerating the sector’s development,
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今日聚焦「信息检索效率提升」，用「布尔逻辑+关键词扩展」实操练了3组文献查找，从100+结果里精准定位到5篇核心文献 把方法记在便签里，明天接着啃「文献管理工具」~
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解锁泰式街头灵魂！青柠叶裹着香茅烤鸡，咬开爆汁的瞬间，酸辣鲜爽直冲天灵盖～今晚就冲泰料店！
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#《周末趣玩营》打卡Day1！解锁高空滑索+星空露营新体验 笑到脸酸的团队游戏+深夜烧烤局，快乐浓度超标 明天继续解锁新关卡，蹲一个同款快乐搭子～
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晨雾漫过山脊，帐外煮茶听松涛——昨夜星空缀满营灯，今晨云海撞进镜头里。原来最治愈的不是远方，是风里裹着松针和咖啡香的露营夜 #山野露营 #治愈系瞬间
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