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@Filapek Avatar @Filapek Rudi Filapek-Vandyck

Rudi Filapek-Vandyck posts on X about $wtc, stocks, rbc, $rmd the most. They currently have XXXXX followers and 1935 posts still getting attention that total XXXXX engagements in the last XX hours.

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Social category influence finance cryptocurrencies stocks countries

Social topic influence $wtc #15, stocks #5313, rbc, $rmd #4, acquisition #1323, mining #678, $xro #2, over the, $cat, catapult

Top assets mentioned Walton (WTC) ResMed Inc. (RMD) CatCoin (CAT) Carlisle Companies, Inc. (CSL) BHP Group Limited (BHP) Central African Republic Meme (CAR) AMC Entertainment Holdings, Inc. (AMC) AMP Token (AMP) StakeStone (STO) CryptoTycoon (CTT) JinPeng (JIN) Minswap (MIN) Agilon Health, Inc. (AGL) Komodo (KMD) Fiserv, Inc. (FI)

Top Social Posts #

Top posts by engagements in the last XX hours

"$RMD #stockinfocus @FNArena #equities #investing #XJO"
X Link @Filapek 2025-09-16T03:46Z 8972 followers, 1559 engagements

"E&P on Catapult $CAT: "Catapult has announced an intended acquisition and associated equity raising as well as a trading update. "Overall the acquisition looks like a logical fit for the company with key strengths in soccer and capabilities that are adjacent to and complimentary to Catapults core business lines. "The acquisition multiple is quite moderate compared to Catapults as well so should be accretive initially. We would generally expect that the transaction goes fine as a result. "Catapult has also issued a 1h26 trading update that shows generally good momentum. "All metrics other than"
X Link @Filapek 2025-10-12T23:58Z 8971 followers, 1538 engagements

"RBC Capital on WiseTech Global $WTC: "FY25 swings and roundabout FY26 guide misses on E2Open margin dilution higher integration costs lower CargoWise revenue vs street. "FY25 perhaps a relief given concerns on product delays for CTO with -X% miss street reasonable yet profitability better with EBITDA/NPAT +3%/+5% beat to street. "Operating CF/FCF very strong beating street estimates +16%/+41% respectively. "However FY26 guide appears disappointing. FY26 sales midpoint guide +2% street but EBITDA missed (-13%) and margin X% lower at XX% vs XX% consensus. "Futher Cargowise guide growth +14-21%"
X Link @Filapek 2025-08-27T00:13Z 8971 followers, 1922 engagements

"Data centres can make no money Gotta laugh about some sticky narratives that catch clueless investors' conviction. #datacenters #investing #XJO #equities #stocks"
X Link @Filapek 2025-10-12T20:35Z 8971 followers, XXX engagements

"RBC Capital on Evolution Mining $EVN: "A soft Q1 with gold missing cons/RBC by 5%/8% has EVN tracking below FY26 guidance in a potentially 1H heavy production year. "Plus some project details have been omitted potentially creating some uncertainty. XXX% Q1 production of 174koz annualises to 696kozpa; below guidance 710-780koz. "This Q1 rate is helped by 6koz from Mt Rawdon which we expect to close in H2. Plus with Cowal Stage H expected to complete in H2 also we had expected EVN to produce 12koz more in H1 than H2. EVN has maintained FY26 guidance. "The Ernest Henry Feasibility Study (FS)"
X Link @Filapek 2025-10-14T23:31Z 8970 followers, XXX engagements

"Ord Minnett on $CSL : "There is apparent value in CSL but our concerns over revenue growth and the timing of margin recovery in the Behring business along with the complications introduced by plans to spin off the Seqirus business and most recently by the new tariff means we maintain our Hold recommendation. Our target price remains at $258.00." #stockinfocus #equities #investing #XJO"
X Link @Filapek 2025-09-29T00:19Z 8972 followers, 2551 engagements

"RBC Capital on $BHP: "While headlines read negative we view this as a neutral event. We view this ban as more of a negotiating tactic most likely an effort to secure lower long-term prices. "On government instructions steel mills could try to offset BHP volumes via Fortescue RIO Vale domestic ores or stockpiles but in aggregate it would be at higher cost and efficiency loss and this would be at the margin (competitors could currently only absorb a very small portion of BHP's volumes). "The ban would likely increase pricing power of other competitors (Vale Rio Tinto Fortescue) as they know"
X Link @Filapek 2025-09-30T23:22Z 8972 followers, 1516 engagements

"Intelligent people (who should know better) doing dumb things. Comparing today's index valuation with ten twenty years ago. TechOne (on a PE of 91x) has just joined the ASX50 where it meets $CAR $COH $PME $WTC $XRO etc all High PE stocks) in further evidence the index should by default trade on much higher multiples than when $AMP $QBE $AMC etc where in their place and News Corp made up XX% of the local market. But no Rudi rules are rules and we stick to the past. I always picture Aliens looking down upon us and shaking their head. They're in no mood to reveal themselves to us. Cannot blame"
X Link @Filapek 2025-09-30T22:09Z 8971 followers, 2273 engagements

"UBS on Bank of Queensland $BOQ: "In line result. Beat on DPS. Steady progress on reshaping the overall franchise. "We could imagine BOQ in time being a potentially smaller yet more profitable business albeit still battling to close the gap between cost of equity and return metrics. "BOQ is trading above historical averages on earnings at 12.6x P/E (2-years forward) but below on P/B at 0.8x. Sell rated with $XXXX PT. We value BOQ via a 50/50 blend of GGM and a 2-stage EP model." #banks #stockinfocus #XJO #equities #investing"
X Link @Filapek 2025-10-14T23:55Z 8970 followers, XXX engagements

"RBC Capital on WiseTech Global $WTC: "Sticker shock on CargoWise FY26 sales guide and lower EBITDA/margin unsettled investor confidence. "Sales guide midpoint -X% below consensus with wide range (14-21% growth) because of adoption uncertainty of new products and the new transaction-only revenue model. "EBITDA guide miss largely explained by adding back one-off E2Open integration costs/share-based payments. Limited near term catalysts 1H sales skew guide (47%) and FY26/27 EBITDA estimates -15%/-25% sees $120/share PT. "Downgrade to Sector Perform on short term pain. Longer term remain positive"
X Link @Filapek 2025-08-27T22:36Z 8971 followers, 1203 engagements

"Jarden on Santos $STO: "Rating: Underweight. Target Price: A$6.25. Price (previous close): A$6.33. "Overall: Negative with delays at Barossa triggering a downgrade to 2025 production guidance. Sep qtr production and FCF generation also a miss vs both Jarden and consensus. "Last-minute hiccups at Barossa have triggered the production downgrade and while disappointing should not be material to valuation. "We were cautious on 2025 guidance going into the quarter with everything needing to go right in our view to maintain the prior guidance range. "We expect consensus earnings downgrades to"
X Link @Filapek 2025-10-15T23:53Z 8970 followers, XXX engagements

"RBC Capital on Cettire $CTT: "CTT's FY25 result did little to change our investment view. Balance sheet risk remains our key issue with cash reducing $X million in June alone and CTT now reclassifying $XX million of Italian VAT receivables as non-current. "Operationally risks also appear skewed to the downside with management highlighting the removal of the de minimis exemption likely to cause "significant market disruption". "Given the likely prospect of slowing U.S. demand limited scope for cost-out (exec remuneration to increase meaningfully) and balance sheet risk we maintain our"
X Link @Filapek 2025-08-31T21:39Z 8970 followers, XXX engagements

"I'll be on @ausbiztv's The Call today midday-1pm XX minutes 10+1 #stocks with Shaw's Philip Pepe to talk about $JIN $KGN $RMD $MP1 $QOR and more. Be there or be square (Or watch it later on replay) #investing #XJO #equities #stocksinfocus @FNArena"
X Link @Filapek 2025-10-06T22:38Z 8971 followers, 1346 engagements

"E&P on DigiCo $DGT: "We have a Neutral recommendation and a $3.61/sh valuation on DigiCo "DigiCo has released a contract win announcement and provided FY26 guidance. We are very pleased to see contracting at DigiCos SYD1 site taking out majority of their current available capacity and their total Australian contracted capacity to 41MW well above their previously announced 26MW target. "They also announced an acceleration of SYD1 capacity expansion to bring further capacity online to sell in FY27. "It is also good to see the company finally provide guidance however the FY26 underlying EBIDTA"
X Link @Filapek 2025-10-03T00:51Z 8971 followers, XXX engagements

"Weekly Insights this week tells the tale of Australia's first active contribution to tomorrow's world of AI services and applications $TNE #stockinfocus #AI #investing #XJO #equities #allweatherman @FNArena"
X Link @Filapek 2025-10-15T04:02Z 8970 followers, XXX engagements

"RBC Capital on Mineral Resources $MIN: "A positive outcome for Mineral Resources but somewhat expected. "Importantly the haul road completion should give further confidence in MIN receiving the contingent payment and supporting de-gearing efforts over FY26 (our base case). "We rate Mineral Resources an Outperform price target A$41/sh. Over the next 12-24 months we expect MIN to ramp up Onslow prioritise the balance sheet reduce capex and operate the assets for cash flow. "Event: Mineral Resources has completed its haul road upgrades for its Onslow Iron Ore operation. "The haul road is now on"
X Link @Filapek 2025-09-28T23:33Z 8972 followers, 2322 engagements

"RBC Capital on $AGL Energy: "We now expect AGL's earnings and dividend growth to be limited over the next two years and we have difficulty seeing material upside catalysts following the FY25 result." Downgrades to Sector Perform from Outperform. Target drops to $XX from $XX. #stockinfocus #XJO #equities #investing"
X Link @Filapek 2025-08-13T22:18Z 8970 followers, XXX engagements

"RBC Capital on $KMD Brands: "While a revival in KMD's top-line performance in FY26 is pleasing we await clearer signs of margin discipline before turning more constructive. "Management are expecting 1H26 gross margins to be only "slightly above" 2H25 levels (54.8%) due to strategic promotional activity. "On our forecasts this implies c.350bps of margin contraction relative to the pcp. FY25 saw 190bps of GM contraction driven by elevated discounting and we forecast a further 142bps of contraction in FY26. "Given sustained pressure on margins we remain cautious on KMD's ability to escape the"
X Link @Filapek 2025-09-24T22:06Z 8972 followers, XXX engagements

"Danske Bank: "We have updated our Fed call now see cuts in Oct Jan Apr and Jul" #bonds #equities #stocks #investing #XJO"
X Link @Filapek 2025-10-07T05:19Z 8971 followers, XXX engagements

"CLSA on $XRO: "Xeros acquisition of Melio gives them access to a vast network of SMEs in the US. Notably via cashflow central a Fiserv product as well as the impending integration with ADP payrolls ADP RUN system with Fiserv calling for a ramp-up in their 2H. "We update our revenue estimates for a flatter take-rate profile given strong growth we expect from syndicated (indirect revenue) over time offsetting the benefit of higher direct rates. "Our EPS changes are +18%/-9%/-9% reflecting new Melio operating assumptions and more detailed interest income modelling near term reflecting the timing"
X Link @Filapek 2025-10-02T03:05Z 8971 followers, 1696 engagements

"RBC Capital on WiseTech Global $WTC: "We were on the road with Wisetech in Canada last week meeting investors. "Key areas of investor focus: 1) transition to new commercial model; 2) integration of E2Open; 3) product delays; 4) management/board changes. FY26 is a transition year as WTC rolls out new products and transitions to a new commercial model. "Near-term cautious with many balls in the air with successive revenue downgrades vs consensus estimates over the past X years. "Remain positive long term on entrenched market leadership position growth runway and moat. Unchanged Sector Perform"
X Link @Filapek 2025-09-25T21:24Z 8970 followers, 1475 engagements

"RBC Capital on Paladin Energy $PDN: "Paladin delivered another solid operational quarter at Langer Heinrich reinforcing confidence in its ability to achieve nameplate capacity by end-FY26. "With production and mining execution improving Paladin has emerged as one of the few quality uranium producers on the ASX. Paladin's quality and size makes it an attractive name for investors looking for exposure to the uranium/nuclear thematic. "Key FY26 catalysts include nameplate achievement at LHM exploration and infill results by late FY26 and PLS development milestones (FEED stakeholder agreements)."
X Link @Filapek 2025-10-14T21:11Z 8971 followers, 1389 engagements

"IG's Tony Sycamore: "While we were looking for one final leg lower towards 8600 to complete the correction todays emphatic break above the 8880/8900ish resistance zone has shifted the landscape. "It is likely that the ASX200 established a medium-term base at 8730ish and providing it holds above 8850ish it will retest the 9054-record high in the sessions ahead." @Tony_Sycamore #investing #XJO #equities #stocks"
X Link @Filapek 2025-10-02T05:44Z 8971 followers, 1301 engagements