ACF Equity Research

12/01/2026

Quantum Data Energy (QDE, MAST.L) – record monthly revenues…again, and as we forecast, our maximum estimated dilution remains very much on target after ~113m ITM cash warrants expired on 11 Jan 26. Materially, only the value accretive cash warrants now matter, ~122m shares, raising ~£5m if exercised. The cash warrant raise can be substituted by credit and equity funding at the SPV level (non-dilutive to MAST equity holders). read our flash note here https://bit.ly/QDE-MAST-L-FlashNote-50CashWarrantsExpire.

NextEra Energy Enel Group Duke Energy Iberdrola GE power Solar
$NEE $ENEL $DUK $IBE.MC $GEV $FSLR $TSLA $BYDDY $PSNY $XPEV $RIVN $LI $VFS $NIO $NOU $SYR $SVM $RNU $NVDA $PLTR $MSFT $META
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Electric Wizard Traders Cafe Bulls N' Bears Arthur Benta

24/12/2025

27/08/2025

MAST Energy (LSE: MAST) has recently checked several key boxes for us: real revenue (with a guaranteed element), rapid scale, lower capex, and faster time to market. With a £50k acquisition doubling immediate (11-16 months) projected capacity to 48 MW, a near debt-free balance sheet, and a 100 MW pipeline visible and aligned with grid reform and UK flexibility targets, the ex*****on story, which was blocked by zombie developers/grid connection obstructions, is finally catching up to the vision. The Pyebridge site proves the model. The market may be under pricing what is beginning to look increasingly like a fundable, high growth expansion in a £5bn+ energy transition investment opportunity. Read our update note here https://bit.ly/MED-MAST-Update-Megawatt-Momentum. $NEE $ENEL $DUK $IBE.MC $GEV $FSLR $TSLA $BYDDY $PSNY $XPEV $RIVN $LI $VFS $NIO $NOU $SYR $SVM $RNU

27/08/2025

Mast Energy Developments plc (MED). MAST.L is addressing the gas turbine flexible power market, which links current electricity network generation to renewable networks and provides grid stability in a way battery technologies are unable to. Flexible gas turbine power switches on when renewables cannot and or batteries are discharged. It also provides grid stability which batteries and wind/solar renewables cannot do - it has an assured strategic place in electricity grids for the foreseeable future. MAST has finally come to life and is between 33% and >50% toward FCF break even. Read our pre new money raise note here https://bit.ly/MED-MAST-Initiation-Lights-on-Engines-Revving. $NEE $ENEL $DUK $IBE.MC $GEV $FSLR $TSLA $BYDDY $PSNY $XPEV $RIVN $LI $VFS $NIO $NOU $SYR $SVM $RNU

30/05/2025

GreenRoc Strategic Materials Plc (AIM: GROC.L) whichever way you measure it this is a tier 1 economic resource in terms of graphite ore and potential purity, it also has a vertically integrated strategy, not a typical junior mining 0:1 game. If the ore does not work there is always the anode material process plant next to the giga factory in Southern Norway, or vice versa …Read our Core Investment Case Snapshot analysis here https://bit.ly/GreenRocStrategicMaterials-CoreInvestmentSnapshot. $GROC $RIO $BHP $TSLA $BYDDY $PSNY $XPEV $RIVN $LI $VFS $NIO $NOU $SYR $SVM $RNU Rio Tinto BHP Tesla BYD Polestar XPENG Rivian Li Auto Global City VinFast NIO Graphite

12/03/2025

$ASFH - 4Q24 results coming - expected release 24 March 2025, after US market close. Results meeting webcast expected 08:30 ET / 12:30 GMT. Read our 4Q24 results preview - short and to the point https://bit.ly/ASFH-Pre-Results-4Q24 $SE $WKL AsiaFIN Holdings Corp.

10/03/2025

$ASFH - Rebasing estimates and raising valuation

AsiaFIN Holdings (ASFH) is at a critical inflection point. It is transforming from a regional success story in Malaysia, and looking beyond ASEAN (excluding China and India) with an ultimate vision of becoming a significant fintech contender. The company has achieved 20 years of organic growth backed by IP-protected innovations. ASFH has reached a scale and growth inflection point and it plans to use its experience to expand aggressively into high-value markets both within ASEAN (excluding China and India) and, critically for investors, farther afield.

Since our initiation note ASFH has expanded its growth ambitions — combining organic growth, acquisitions, new territories and products — ASFH aims to capitalize on payment processing market opportunities, its services are at the heart of the infrastructure of trade. For the company itself, cash flow optimization and diversification remain key focus areas in line with its rapid expansion plan.

Read our update note https://bit.ly/ASFH-UpdateNote $SE $WKL

13/02/2025

$NLSP post the merger with $KDST.TA will focus on the scalable value enhancing DOXA platform and divest Mazindol (et al). DOXA could deliver breakthrough series of therapies for sleep-wake disorder, ALS and other NDDs. https://bit.ly/NLSP-CoreInvestmentCase. $NVO $LLY $SNY $MDT $ABT $KDST.TA $NLSP $DXCM $PODD $TNDM $PRVB $LXRX $SANA Dyson

22/01/2025

We want to welcome AsiaFIN Holdings Corp. to the DealFlow Events Microcap Conference January 28th – 30th, 2025, held at the Borgata Hotel Casino & Spa in Atlantic City, NJ. See their profile on B2i Digital at https://b2idigital.com/dealflow-microcap-conference-2025

ASFH is a US listed (OTC:ASFH), fintech financial ecosystem enabler based out of Malaysia with corporate customers in 8 countries in Asia.

ASFH delivers regtech and RPA solutions and system integration services. ASFH plans to expand into the Middle East and the USA in 2025-2026.

We look forward to seeing the continued results from Wong Kai Cheong, Kai Thim Ng, Datuk Eddie Razak, Cham Hui Yin and the entire AsiaFIN Holdings Corp. team!

Thanks to the exceptional team at DealFlow Events for organizing this conference: Phillip LoFaso, Brooke Grieff, Morgan Cropsey, Steve Dresner, Julius Picardi and many others

This premier event is the largest independent microcap investing conference in the U.S., offering a unique platform for company executives, institutional investors, retail investors, and capital markets professionals to connect through presentations, one-on-one meetings, and expert-led panels.

22/01/2025

KUALA LUMPUR, MY / ACCESSWIRE / January 14, 2025 / AsiaFIN Holdings Corp, (OTCQB:ASFH), a leading fintech financial ecosystem enabler, is pleased to announce its participation in The Microcap Conference 2025, the premier event for growth-focused companies and investors. The conference will take plac...