[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@Filapek Avatar @Filapek Rudi Filapek-Vandyck

Rudi Filapek-Vandyck posts on X about stocks, $iel, $tne, $ctt the most. They currently have XXXXX followers and 1425 posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXX #

Followers Line Chart

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence finance stocks cryptocurrencies currencies

Social topic influence stocks, $iel, $tne, $ctt, $nwl, investment, ctt, balance sheet, $2110t, $289m

Top assets mentioned CryptoTycoon (CTT) Newell Brands Inc (NWL) ResMed Inc. (RMD) SafeMoon Inu (SMI) Carlisle Companies, Inc. (CSL) Wownero (WOW) Rocket Pool (RPL) BHP Group Limited (BHP) Morgan Stanley (MS) Newmont Corporation (NEM)

Top Social Posts #

Top posts by engagements in the last XX hours

"Have you heard about Macquarie's about-face this week "Jesse Livermore famously said Markets are never wrong only opinions are. Maybe the market wasnt crazy to re-rate stocks. Maybe its how we thought about PEs that was wrong." #allweatherman #XJO #stocks #equities #XJO"
@Filapek Avatar @Filapek on X 2025-07-18 00:38:03 UTC 8860 followers, XXX engagements

"RBC Capital on Cettire $CTT: "CTT's XX month FY25 trading update was much softer than expected with most operating metrics deteriorating significantly. "In our view triple headwinds of declining sales negative profitability and a significant working capital unwind are culminating in elevated balance sheet risk. "Delivering 4Q profitability was a key focus of CTT's 3Q update on XX April. Losses have since accelerated. "This outcome suggests to us that at present management has limited ability to influence outcomes." #stockinfocus #XJO #equities #investing"
@Filapek Avatar @Filapek on X 2025-06-12 21:50:18 UTC 8860 followers, 1010 engagements

"Citi on Iluka $ILU: "JunQ revenue of $289m was broadly in-line with Citi and up XX% on MarQ. "Total Z/R/ZR sales of 133kt were X% below Citi but up XX% on MaQ. Average Z/R/SR realisation of $2110/t was X% below Citi and up X% on MarQ. "ILU has not provided Z price or sales guidance for Q3 CY25 given macro uncertainty. "Q2 realised Z price was down X% on MarQ and it's not clear that Z prices have bottomed out. Balranald on track for 2H CY25 commissioning still. Net debt (including refinery) at $502m." #stockinfocus #XJO #equities #investing"
@Filapek Avatar @Filapek on X 2025-07-22 23:43:21 UTC 8859 followers, XXX engagements

""Global financial markets are looking increasingly frothy and as President Trumps August 1st deadline for finalising tariff deals approaches investors should brace for a sharp rise in volatility." Nigel Green CEO deVere Group #investing #equities #XJO #stocks"
@Filapek Avatar @Filapek on X 2025-07-27 02:21:59 UTC 8859 followers, 1499 engagements

"It probably should be as this remains a local hero with lots of growth potential but traditionally I am more hesitant to dabble in smaller cap biotechs as many blow up and otherwise share price volatility is pretty much a given and can be quite extreme as yet again proven $TLX"
@Filapek Avatar @Filapek on X 2025-07-25 00:36:02 UTC 8859 followers, XXX engagements

"Negative operational momentum needs to stop before the market will revisit this #stock in earnest again. Global anti-immigration policies are clearly creating a challenging environment for what once seemed one of the most promising growth stories on the ASX $IEL #stocksinfocus #equities #investing #XJO"
@Filapek Avatar @Filapek on X 2025-06-03 02:30:20 UTC 8859 followers, XXX engagements

"RBC Capital on ResMed $RMD: "We expect RMD to produce a strong 4Q25 result driven by solid revenue growth and continued gross margin improvement. "We have a positive outlook for RMD given increased awareness of OSA its main competitor likely remaining out of the US market for the next XX months and RMD's products being largely exempt from US tariffs. "We have revised our forecasts and lifted our PT to US$294/share (from US$255). We upgrade to an OP rating given the stock's undemanding valuation and appealing TSR." #stockinfocus #XJO #equities #investing"
@Filapek Avatar @Filapek on X 2025-07-15 21:59:28 UTC 8860 followers, 1395 engagements

""When a management with a reputation for brilliance tackles a business with a reputation for bad economics it is the reputation of the business that remains intact." Warren Buffett (thanks to Rampart's Ivor Ries) #equities #investing #stocks #XJO"
@Filapek Avatar @Filapek on X 2025-07-29 21:30:46 UTC 8859 followers, XXX engagements

"RBC Capital on Santana Minerals $SMI: "Santana's fast-track approvals submission is behind schedule. While it is only slightly behind we have used the announcement and our recent site visit to re-examine and re-evaluate our assumptions ahead of the feasibility update. "Key assumptions that we re-iterate or differ from studies include higher mining costs a minor production delay but a longer underground mine life. "Integrating the changes our rounded price target for SMI falls 5cps to A$0.85/sh. "We remain Outperform as we believe Santana still has a low-cost gold feasibility stage project"
@Filapek Avatar @Filapek on X 2025-06-22 23:22:23 UTC 8859 followers, XXX engagements

"To hold a #stock I need to see a pathway to growth. $CSL in comparison is growing at double digits (believe it or not). $WOW will refind its mojo too. But $IEL Great performer when the industry was booming but what is the outlook really I never invest for the occasional rally only. There needs to be more on the horizon. Being sold off or looking 'cheap' is never a good enough reason for an investor like me ;)"
@Filapek Avatar @Filapek on X 2025-07-21 23:17:29 UTC 8859 followers, XXX engagements

"Stephen Innes SPI Asset Management: "If Trump does deliver on his August X tariff barrage the street will be forced to reckon with a scenario that's been largely waved off a true exogenous policy shock in the heart of a late-cycle rally. "The correction wouldn't be technical; it would be philosophical. The market's confidence in the U.S. as a stable steward of capital would take a visible dent and with it the cost of equity the price of debt and the value of the dollar could all adjust sharply perhaps violently. "This is no longer about whether markets are too hot. It's about whether the"
@Filapek Avatar @Filapek on X 2025-07-13 22:35:23 UTC 8860 followers, 1630 engagements

"So. if the Australian economy is mostly honky dory why I am seeing so many consumer discounts being offered Some days my inbox is literally being flooded with special discounts for wine clothing eating out golf balls holidays etc. Is the economy just as polarised as the share market is #investing #XJO #equities #stocks"
@Filapek Avatar @Filapek on X 2025-07-22 23:38:22 UTC 8859 followers, 1165 engagements

"Citi on Boss Energy $BOE: "Production ramp-up continued with 349188lbs U3O8 a X% beat vs Citi and a X% beat vs VA Consensus. Sales of 10000lbs U3O8 being materially lower than production reflected BOE's strategy to step away from the market when it believes the uranium price does not reflect long-term fundamental value. "FY26 prodn guidance of 1.6mlbs was in line with Citi's estimate. However FY26 cash cost guidance of A$41-45/lb and AISC of A$64-70/lb were materially higher than Citi's estimates of A$34/lb and A$48/lb respectively. "The increase in cash costs was from an expected decline in"
@Filapek Avatar @Filapek on X 2025-07-28 02:40:57 UTC 8859 followers, 4080 engagements

"Shares in TechOne $TNE were always going to hit $XX weren't they That's simply how positive market momentum works. #stockinfocus #XJO #equities #investing"
@Filapek Avatar @Filapek on X 2025-05-28 03:28:27 UTC 8860 followers, 1618 engagements

"Citi on Netwealth $NWL: "Netwealth reported weaker than expected net flows While outflows were elevated the miss vs. our forecast was driven by weaker in-flows which could be a function of market volatility through the course of quarter. "Custody FuA was in-line with our forecast while total FuA was stronger than VA consensus. "Net-net we see potential for slightly upgrades to consensus earnings with higher cash balances and managed accounts partially offset by higher mix of Ultra HNW FuA. "Net flows were weaker but was likely expected by investors and record account openings is a key"
@Filapek Avatar @Filapek on X 2025-07-10 00:06:17 UTC 8859 followers, XXX engagements

"RBC Capital on TechOne $TNE: "The market should be pleased with the quality of the 1H25 result with sales +5% beat to consensus and solid PBT growth FCF and UK ARR. "NRR also impressed at XXX% which is within the 115-120% target. "FY25 guide upgraded with PBT growth guide lifted +1% to 13-17% vs 12-16% prior and ARR to "grow strongly". "Reiterated LT guide of over $1bn ARR by FY30 and PBT margins to grow above +35%. Strong balance sheet with net cash $211.9m." #stockinfocus #XJO #equities #investing"
@Filapek Avatar @Filapek on X 2025-05-20 00:16:58 UTC 8860 followers, 1573 engagements

"IDP Education. Up by 5%-plus today. Lucky for those shorters the overall subdued environment is not supportive of a big squeeze but I am keeping my fingers crossed for February maybe $IEL #stocksinfocus #investing #equities #XJO"
@Filapek Avatar @Filapek on X 2023-10-26 03:42:32 UTC 8859 followers, 1975 engagements

"Joe Ashton on Regal Partners $RPL and Cettire $CTT: "Regal's Cettire stake in March 2024 was worth $XXX million. It then bought a further $XX million of shares. "At the closing bell on Friday Regal's XX per cent stake was worth just $XX million. "The losses for Regal's fund clients would be unrivalled if not for King's other recent catastrophic investment: in insolvent biotech Opthea." #stocksinfocus #XJO #equities #investing"
@Filapek Avatar @Filapek on X 2025-06-15 22:03:17 UTC 8859 followers, 4073 engagements

"I'll be on @ausbiztv with Phillip Pepe today midday-1pm The Call 10+1 #stocks in (less than) XX minutes including $VEA $SIQ $QOR $BHP $DGT $JBH and more Be there or be square #allweatherman #investing #equities #XJO"
@Filapek Avatar @Filapek on X 2025-07-29 01:04:16 UTC 8859 followers, XXX engagements

"E&P on Netwealth $NWL: "NWL has performed very strongly since the nadir of the share price in April (+58%). "While we would be cautious in drawing too much inference for future flows from the quarterly performance (given the volatily seen during the quarter) we suspect it may see some share price softness relative to market today on the softer net flow print." #stockinfocus #XJO #equities #investing"
@Filapek Avatar @Filapek on X 2025-07-10 00:39:26 UTC 8860 followers, XXX engagements

"And this ladies and gents is what maketh the market: Morningstar on TechOne $TNE: "We raise our fair value estimate for wide-moat Technology One by XX% to AUD XX per share on higher revenue growth assumptions. "At current prices shares screen as materially overvalued. Our fair value estimate implies a forward price/earnings ratio of XX. "We believe the company will struggle to maintain high revenue growth as strong tailwinds from increased government spending and high inflation ease. Improving fiscal discipline in the future could also become a headwind following years of profligacy. "New"
@Filapek Avatar @Filapek on X 2025-05-21 01:04:38 UTC 8860 followers, 1185 engagements

"Citi on Whitehaven Coal $WHC: "Good cost performance for FY25 unit costs at $139/t vs guidance of $140-$155/t. JunQ saleable prodn (100%) of 7.76mt up X% on MarQ and X% higher than Citi expectations. "ROM coal prodn (100%) of 10.6mt in JunQ up 15%. Cost guidance for FY26 to come with August FY25 financials. Net debt of $0.6bn at end FY25 following first US$500m deferred payment for Blackwater/Daunia. "Capex for FY25 of $390m vs guidance of $440-$550m. FY25 revenue mix 64%/36% met/thermal coal. "In H2 FY25 4.2m shares bought back for a total of $23.0m. WHC noted that in this period of softer"
@Filapek Avatar @Filapek on X 2025-07-25 00:12:56 UTC 8859 followers, XXX engagements

"Morgan Stanley: ".we dont think that American Exceptionalism is necessarily over. But we do think a new investment regime is approaching. "If American Exceptionalism was premised on tailwinds like negative real interest rates and outsized policy accommodation we think thats now being supplanted by an economy facing constraints and radical imbalances. "Specifically were likely to see a new setup characterized by higher real rates positive term and risk premiums greater volatility and a much weaker dollar." #investing #XJO #equities #stocks"
@Filapek Avatar @Filapek on X 2025-07-22 23:33:36 UTC 8860 followers, XXX engagements

"Citi on Newmont Corp $NEM: "NEM reported 2Q25 EPS of $1.43/sh vs Citi $1.27/sh and EBITDA of $3.0bn vs Citi $2.8bn. Gold production was 1.5moz from core mines (+12% YoY - adj. for divestments). "1H production from core mines was 2.8moz leaving the company well on track for 5.6moz guidance especially given that NGM is 2H weighted. FCF was a record $1.7bn thanks to record high gold prices and a working cap benefit. "Asset divestments are complete & the company has $6bn cash with net debt $1.5bn. The company has added another $3bn to its buyback (4.4% of float) with $2.8bn of the prior $3.0bn"
@Filapek Avatar @Filapek on X 2025-07-25 00:19:01 UTC 8859 followers, XXX engagements

"My Weekly Insights this week zooms in the share market's extreme polarisation in favour of larger cap companies which is not new and neither has it been ASX-specific #investing #XJO #stocksinfocus #equities #allweatherman @FNArena"
@Filapek Avatar @Filapek on X 2025-07-23 02:51:14 UTC 8861 followers, XXX engagements

"RBC Capital on Endeavour Group $EDV: "Initiating coverage on EDV with a Sector Perform rating and A$4.40/share PT. "EDV is the largest player in both of its respective markets with 'category killer' status in retail through Dan Murphy's. "In our view EDV has strategically lost its way in recent years. Recent actions to simplify rationalise and focus on execution are a step in the right direction and we believe the official arrival of incoming CEO may underpin a strategic reset in the first half of CY26. "EDV's 1y fwd P/E has contracted to 14x vs 20x 5-year avg but reflects an uncertain future"
@Filapek Avatar @Filapek on X 2025-07-28 23:25:52 UTC 8859 followers, XXX engagements