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@mondyinvest Avatar @mondyinvest mondy

mondy posts on X about $wtc, $wtcax, $whcax, $csl the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence cryptocurrencies XXXX% finance XXXX% stocks XXXX% countries XXXX% currencies XXXX% travel destinations XXXX% exchanges XXXX% technology brands XXXX%

Social topic influence $wtc #7, $wtcax #2, $whcax #8, $csl #13, acquisition #1188, $eur #10, $jin #1, $jinax #1, $whc #6, debt #1993

Top accounts mentioned or mentioned by @ryutay @chuckchunder007 @invdiary @claudedwalker @smoothinvesting @ryu_tay @udiamondballs @ballsmeep @luanserra391240 @blshigh @rhysdiab @satoshiinsight @berthonjones @praisekek @respeculator @eadatt @realhagetaka @travmoneyofmine @lukewinchester9 @davidhannan1963

Top assets mentioned Walton (WTC) Carlisle Companies, Inc. (CSL) JinPeng (JIN) Light & Wonder, Inc. Common Stock (LNW) APX (APX) CatCoin (CAT) Critical Metals Corp. Ordinary Shares (CRML) EML Protocol (EML) CargoX (CXO) Alphabet Inc Class A (GOOGL) Minswap (MIN) BHP Group Limited (BHP)

Top Social Posts #

Top posts by engagements in the last XX hours

"@ryu_tay I don't feel the same sense of rush/panic. Plus I made the call that $CAT know the product/business very well already so assign higher prob. they go binding. And finally other stuff I have my eye on (like $WTC) continues to slowly downtrend in the meantime so no rush on my side"
X Link @mondyinvest 2025-10-08T07:01Z 4024 followers, XXX engagements

"@invdiary @LuanSerra391240 PS: more cash than they need The $EUR Wolfsburg #lithium project has capex of US$873M per DFS Hopefully you know what you own"
X Link @mondyinvest 2025-10-14T20:13Z 4021 followers, XXX engagements

"@rhysdiab Just re-did my $JIN figs as earlier thread only had up to FY24. If you look at the 1H25 reported no's the thesis looked rocky and FY25 results confirmed it was broken. First time in a long time that $JIN.AX rev earnings and CF all stopped growing. SP since 1H25 results: -25%"
X Link @mondyinvest 2025-10-14T06:52Z 4021 followers, 1624 engagements

"Market widely shrugged at what was a positive $WHC $WHC.AX report last week. My simple take:🧵 It's just not an exciting story at the moment. Net debt down to A$1.0B but subsequently paid A$363M in Stamp Duty so more like A$1.3B today. They have US$1.0B (A$1.6B) incoming. 1/5"
X Link @mondyinvest 2025-02-04T05:19Z 4023 followers, 13.7K engagements

"Still shocked that selling cheap over-cheesed pizzas in France and Japan isnt working $DMP $DMP.AX"
X Link @mondyinvest 2025-08-27T02:12Z 4022 followers, 1779 engagements

"Love reporting season. Ones to watch today: - $WHC.AX 🪨to dig into the cashflows - $HLS.AX 🦠 is there a margin turnaround story or will it remain a low-quality biz - #MP1 🛜 one I unfortunately fumbled having been in 1Y ago from $X they appear to have converted the doubters"
X Link @mondyinvest 2025-08-20T21:27Z 4021 followers, 1315 engagements

"Financially Illiterate Greens Senator Learns The Term RoE For The First Time And Excitedly Gets To Use It XX Times To Try And Build His Brand #auspol $WOW.AX $COL.AX"
X Link @mondyinvest 2024-04-16T22:09Z 4021 followers, 2943 engagements

"Revisited $JIN $JIN.AX last night today they announce some UK-based M&A priced at EV/EBITDA of 6.5x (while they trade on 7.2x). Their last M&A deal (Canada IIRC) hasn't gone so well - interesting to see how market reacts to this one. Quick read through: having to buy growth"
X Link @mondyinvest 2025-10-14T22:18Z 4021 followers, XXX engagements

"The $YAL $YAL.AX wrath definitely wasnt as bad as it has been in the past. I wonder how much is boomer-divvy rage and how much is M&A uncertainty On the $WHC.AX call Paul Flynn said the assets around our space () are not particularly compelling from our perspective"
X Link @mondyinvest 2025-08-24T00:49Z 4020 followers, 1522 engagements

"$EUR.AX management constantly trumpet how UnDeRvALuEd they are based on their $CRML holding yet every time the latter pumps $EUR hit the sell button. Meanwhile US pours cold water on the news theyre going long #Tanbreez and $CRML immediately raise into the pump 🫠😵💫"
X Link @mondyinvest 2025-10-06T22:45Z 4021 followers, 2174 engagements

"Mentions of underlying in company presentations reporting today: $RUL.AX 5x $RDY.AX 12x $TAH.AX - 18x $DMP.AX - 19x $WTC.AX 19x $KAR.AX - 24x $SDR.AX 29x $FLT.AX - 37x $WOR.AX - 39x $EML.AX 48x I wonder what the record is Gotta be $EML given the biz model"
X Link @mondyinvest 2025-08-27T03:18Z 4021 followers, 3958 engagements

"@realhagetaka I keep my eye on all three biggies Hags (of which $WHC.AX would be my pick) but over the past XX months I moved away from cyclicals and found other ways to play the sectors. Looking at the pf now it was definitely the right move. Each to their own ✌🏻"
X Link @mondyinvest 2025-08-27T01:32Z 4021 followers, XXX engagements

"Watching $LNW $LNW.AX 👀 FY26 P/E at 14x. Need to do more on it but apparently targeting #ASX50 inclusion post a sole-listing plan in Australia"
X Link @mondyinvest 2025-10-07T23:38Z 4023 followers, 1651 engagements

"Tech darling $XRO.AX follows $WTC.AX pulling off a huge acquisition paying a total of A$3.9B in cash and scrip for @MelioPayments which includes an A$1.85B insto raise + scrip issue to vendors + RCF + cash. Gotta say w/ A$ at XXXX I thought the M&A would be the other way round"
X Link @mondyinvest 2025-06-24T22:25Z 4023 followers, 4584 engagements

"$CSL $CSL.AX demerging Seqirus after it got RFKd. Vibes:"
X Link @mondyinvest 2025-08-19T01:25Z 4022 followers, 4756 engagements

"@LuanSerra391240 @invdiary Nothing wrong with riding the REE pump and making the most of it (especially after years of underperformance from $EUR) but dont conflate a widespread sector pump with my stonk and management are suddenly high-quality ✌🏻"
X Link @mondyinvest 2025-10-14T19:30Z 4021 followers, XXX engagements

"$CSL $CSL.AX cutting back its vaunted R&D division and now looking externally sign of the times"
X Link @mondyinvest 2025-09-16T00:02Z 4023 followers, 3397 engagements

"@Cyclops_Trader My hot take on $BPT.AX from August 2024 below. M&A risk grows so long as their asset base continues to disappoint"
X Link @mondyinvest 2025-02-06T06:27Z 4022 followers, XXX engagements

"Updated $WHC $WHC.AX thoughts after reading June quarterly. Top marks for execution but focus remains (per QT) on the balance sheet. Went from $300M net cash at 31/3 to ($600M) net debt 30/6. My rough calcs below. Factoring in cash outflows (BMA payment capex buyback). 1/2"
X Link @mondyinvest 2025-07-24T23:59Z 4021 followers, 4384 engagements

"$CXO $CXO.AX using their quarterly to report on WEED SPRAYING activities really sums up where the #lithium market is at for these high-cost bull-market assets 🌱🤣😮💨"
X Link @mondyinvest 2025-01-22T22:54Z 4023 followers, 5166 engagements

"#VR1 a business that constantly burns cash had only $3.1M cash at 30/6 and ($19.3M) of debt makes the most of yet another share price pump to go into a halt to raise $15M cash for an acquisition which is apparently being paid for with scrip. Usual suspects still at it 😵💫🚩"
X Link @mondyinvest 2025-09-25T04:03Z 4024 followers, 3852 engagements

"$APX.AX delivering another headache again. Cant grow in the US (they call it dynamic which is odd). $APX is growing strongly in China but the risk is the Chinese get what they need and then suddenly turn the tap off just as $GOOG did. Business model remains in strife. 🤖"
X Link @mondyinvest 2025-07-30T00:05Z 4020 followers, 1701 engagements

"For those wondering what happened to $LNW $LNW.AX (off steeply last two days) Macquarie analysts are reporting possible second litigation case from $ALL.AX although they also estimate impact to LNWs business as de minimis. cc: @SmallCaps_asx"
X Link @mondyinvest 2025-03-31T20:54Z 4023 followers, 4494 engagements

"$WTC.AX the more I dig into $ETWO deal the more impressed I am. It's also not your typical 'big M&A' in the same way that others have failed (plus $WTC already have XX under their belt). Lots to digest and some product delays likely but I think this is very interesting here"
X Link @mondyinvest 2025-09-09T07:31Z 4021 followers, 3191 engagements

"I absolutely love that we can blame Melbourne for literally everything even the recent $CSL $CSL.AX sell-off 🤣 'CSL veteran says Victorias WFH culture led to lab failures'"
X Link @mondyinvest 2025-08-27T00:42Z 4021 followers, 7313 engagements

"History literally repeating itself for $APX $APX.AX except last time the offer was $XXXX and this time it was $XXXX 😮💨 #labourhire #AI"
X Link @mondyinvest 2024-03-13T22:34Z 4023 followers, 5640 engagements

"@Tze_C Richard not done yet just yeeted out another $50M $WTC $WTC.AX at $87.16"
X Link @mondyinvest 2025-10-10T08:30Z 4021 followers, XXX engagements

"#MP1 always feels super pumpy 🚀 (like a cryptobro pulled the presso together) but figures look good and their FY26 revenue guidance is ahead of consensus from my quick skim. Michael Reid has really turned this one around ✔ At least one #datacentre play actually makes money 🤣"
X Link @mondyinvest 2025-08-20T23:40Z 4024 followers, 1251 engagements

"@invdiary @LuanSerra391240 Never owned it because of management and not my style to. Cynicism isnt bitterness. Lots of way to play the market and riding these sorta pumps is one horses for courses 🐎✌🏻"
X Link @mondyinvest 2025-10-14T20:10Z 4021 followers, XXX engagements

"Yesterday: wrath of the $CSL $XXX boomers Today: wrath of the $YAL $YAL.AX yield boomers Still history reminds us these are cyclical and the big cash gen will be back. just a question of a) how long and b) whether blows it on empire building. #CoalTwitter"
X Link @mondyinvest 2025-08-19T22:41Z 4021 followers, 3232 engagements

"Live look at @Filapek preparing to defend $CSL @ 200"
X Link @mondyinvest 2025-09-16T04:16Z 4022 followers, XXX engagements

"A wild(cat) stat out of this #WC8 story: $MIN paid $158.7M for their XXXX% stake in October 2023. Two years on that figure would buy a XX% stake. Street Talk reporting $WC8 is open to selling about XX% of Tabba Tabba. Their #lithium DFS is due in 2026 😼"
X Link @mondyinvest 2025-10-13T09:06Z 4021 followers, XX engagements

"With $XRO paying up big to acquire Melio trying once again to crack the US market this August 2018 $XRO.AX piece from @John_Hempton is worth revisiting esp. the commentary about pursuing the EU markets before the US:"
X Link @mondyinvest 2025-09-22T23:35Z 4021 followers, 1419 engagements

"Wow. $BHP $BHP.AX #ironore #china More details here:"
X Link @mondyinvest 2025-10-10T08:13Z 4021 followers, 6600 engagements

"@ryu_tay $WTC at $XX is Fwd P/E of 73x per Koyfin. Excluding Covid flash-crash since 2018 it has bottomed X times around 55x. Usually bounces back well from selloffs but this time theyre digesting debt-fuelled acquisition so lets see if this time is same same or otherwise"
X Link @mondyinvest 2025-10-08T08:19Z 4024 followers, XXX engagements

"If only there were signs $WTC $WTC.AX"
X Link @mondyinvest 2025-02-27T01:15Z 4022 followers, 1488 engagements

"Compare the pair 🔍 $XRO vs $WTC in #ASX big tech M&A land. I think one of these works well and one doesn't. Let's see. cc: @pastperformerAU"
X Link @mondyinvest 2025-09-16T07:37Z 4024 followers, 3142 engagements

"Short positions in $LNW.AX have gone from XXX% on 1/8 to XXX% on 30/9. There remains a legal case overhang with $ALL.AX on Jewel of the Dragon after a court awarded in Aristocrats favour on Dragon Train. P/E on a slippery slope ever since ASX listing in May 2023 (35x)"
X Link @mondyinvest 2025-10-07T23:53Z 4023 followers, XXX engagements

"@invdiary @LuanSerra391240 I strongly disagree that a pre-revenue company (with a project to develop) buying back its own shares is a smart decision but each to their own. I wonder if all that cash will ever get back to shareholders. But theyve been v. smart to capitalise on a hot trend for sure"
X Link @mondyinvest 2025-10-14T19:37Z 4021 followers, XX engagements

"@rhysdiab Agree w/ this but cautious as I had same view of $JIN at what was (then) a 5-year P/E low of 19x ($13/sh) thread below for posterity. Market keeps pushing it down I think b/c: - SaaS not ramping fast enough - sunset on $TLC deal 15x could become 10x"
X Link @mondyinvest 2025-10-14T05:46Z 4021 followers, XXX engagements

"$WTC.AX its bullish but it might be bearish (their comment in yellow was my first thought when President Tariff kicked this all off). Interesting theyre flagging remainder of FY25 which only has X months to go. $WTC hoping/banking on a quick resolution 🤔🏗🚢"
X Link @mondyinvest 2025-05-06T00:03Z 4022 followers, XXX engagements

"$NAB management the minute they read yesterdays $ANZ release #banking #auspol"
X Link @mondyinvest 2025-09-10T01:31Z 4021 followers, 2670 engagements

"That tremor you all felt at 10:51am was a pivotal moment in #ASX boomer stonk folklore"
X Link @mondyinvest 2025-09-18T02:37Z 4022 followers, 3761 engagements

"$BPT $BPT.AX WAITsia first #gas: was originally H2 2023 then end of 2023 then mid-CY2024 then early-CY2025 then Q4 FY25 then mid-CY2025 now Q1 FY26 Worst commissioning ever"
X Link @mondyinvest 2025-07-31T21:16Z 4022 followers, XXX engagements

"$WDS.AX in solidarity with $STO.AX today:"
X Link @mondyinvest 2025-09-18T02:04Z 4023 followers, 1212 engagements

"This is all I really care about on $WHC $WHC.AX and looks very impressive to me. FY26 cost guidance coming down vs FY25 and doesnt factor in additional cost-out programmes. Need to revisit"
X Link @mondyinvest 2025-08-20T23:25Z 4023 followers, 4614 engagements

"These are the most retail-bought #smallcaps over the past XX months. Do you think these are fundamentally good companies Are there any shared characteristics $DRO.AX $APX.AX $ZIP.AX $BOE.AX $PDN.AX $LTR.AX $AGL.AX $MSB.AX $DMP.AX $BGL.AX"
X Link @mondyinvest 2025-09-02T05:25Z 4024 followers, 3761 engagements