@slexander_coys Simon AlexanderSimon Alexander posts on X about $cbaax, $dmpax, $cslax, in the the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence finance 17% countries 8% currencies 6% stocks 4% cryptocurrencies 3% technology brands 2%
Social topic influence $cbaax 6%, $dmpax 5%, $cslax 4%, in the 3%, apple 3%, $ampax 3%, china 3%, $ptmax 3%, $qubax 3%, $lnwax 2%
Top accounts mentioned or mentioned by @janilepojarvi @pupst @baldingphillip @billiet @gamesblazer06 @grantspub @ladysurfer2000 @askjussi @gregtomaselli @bobeunlimited @shravanrayhaan @jimwpaulsen @mastersinvest @twbpodcast1882 @mrjpl @artificialoxyg1 @lachlanbjensen @afr @markdistef @johnhempton
Top assets mentioned Patria Investments Ltd. (PAX) Planet Labs PBC (PL) Microsoft Corp. (MSFT) Spotify Technology (SPOT) Bank of America (BAC) ING Groep N.V. (ING) INTESA SANPAOLO (ISNPY)
Top posts by engagements in the last [--] hours
"compare the pair $MCP.AX v. $CAR.AX"
X Link 2025-10-22T00:06Z [---] followers, [---] engagements
"$LNW.AX settle with $ALL.AX AUD $190m"
X Link 2026-01-11T22:31Z [---] followers, [---] engagements
"$DMP.AX now the most shorted company on the ASX. According to Australian Securities and Investments Commission data as of January [--] the fast-food retailer had [----] per cent of its entire share registry reported as short positions. π"
X Link 2026-01-23T03:59Z [---] followers, [---] engagements
"$CSL.AX participating in ASX allocations also perceptions mean would be a better defensive than usual in event that USA jobs disappoint"
X Link 2026-01-26T23:45Z [---] followers, [--] engagements
"#spirange π― overnite: Rout Deepens on Wall Street as Tech Crypto Slide open [----] high [----] first [--] mins of futures pre-cash low [----] last [--] mins of cash so selling all day especially in the non banks non resources close [----] N225 + ES futes both small up over our day"
X Link 2026-02-06T05:35Z [---] followers, [--] engagements
"#spirange [--] pts [----] (950am ) to [----] (130pm) . as N225 up 4-7% on PM increased majority"
X Link 2026-02-09T05:28Z [---] followers, [---] engagements
"RT @gamesblazer06: Great time to buy IG"
X Link 2026-02-09T20:37Z [---] followers, [--] engagements
"$CSL.AX back to the future"
X Link 2026-02-10T05:50Z [---] followers, [---] engagements
"$RKN.AX not too shabby"
X Link 2026-02-10T05:50Z [---] followers, [---] engagements
"#spirangeπ― $CBA.AX up 7% on results totally outranks $CSL.AX down 12% early but only further 5% by MOC. All banks for first 1-2 hours Contribute [--] index pts of [---] pt. gain. Once banks stopped the other names took over. Open [----] Low [----] v. early High [----] post cash"
X Link 2026-02-11T05:39Z [---] followers, [---] engagements
"in Australia the IT sector was down -9.4% in January while it fell a much more modest -1.7% in the U.S This understates the carnage in the U.S. where the S&P [---] Software Index was down -13.1% on the month nearly twice the fall of the next worst industry group - Ophir"
X Link 2026-02-12T03:48Z [---] followers, [---] engagements
"#USD #USDJPY"
X Link 2026-02-12T05:38Z [---] followers, [--] engagements
". On Tuesday Blackstone sold nearly $1 billion in private paper packaged into a collateralized loan obligation with the triple-A rated tranche fetching a mere [---] basis point premium over the benchmark secured overnight financing rate. - @GrantsPub"
X Link 2026-02-12T23:08Z [---] followers, [--] engagements
"$ORA.AX Orora Limited 1H26 result: Saverglass volumes bottoming I'll drink to that Better than feared volume growth returns 3) announcement of A$270mn incremental on-market buyback (10% shares o/s) over CY'27. 4) market still needs to see more from Saverglass - Jarden"
X Link 2026-02-12T23:14Z [---] followers, [--] engagements
"http://shrubman.netlify.app http://shrubman.netlify.app"
X Link 2026-02-13T13:49Z [---] followers, [--] engagements
"$NOL.AX NobleOak Life is trading at a discount relative to major sector peers based on earnings & cash generation Combined with growth trajectory & financial strength supports long-term value / defensive exposure barring sector-wide impacts or changes in underwriting trends"
X Link 2025-11-11T02:19Z [---] followers, [--] engagements
"if you overlay the three year bonds vs the spi on hourly charts you can see where the risk off is coming from and that is a material shift in the interest rate profile - via Everett O'Chee"
X Link 2025-11-12T23:58Z [---] followers, [--] engagements
"@LadySurfer2000 $NOL.AX annual report mcap $A130m"
X Link 2025-11-13T04:58Z [---] followers, [--] engagements
"#spirange π― jobs not as difficult to find rate cuts maybe more so weak early in case employment was strong battered when emp was strong at 1130am [--] years rose as much as [--] bps AUD up SPI down open [----] high [----] soon after low of [----] at 1pm bounces in PM"
X Link 2025-11-13T05:34Z [---] followers, [--] engagements
"@askjussi $PAX its been a while"
X Link 2025-11-15T08:15Z [---] followers, [--] engagements
"heres two members of WAAX which apparently was " our FANG " $APX.ASX $WTC.ASX"
X Link 2025-11-17T06:48Z [---] followers, [---] engagements
"@GregTomaselli @BobEUnlimited $MFUT $TFPN"
X Link 2025-11-20T20:30Z [---] followers, [--] engagements
"$TRJ.AX Trajan is $100m mkt cap co with six directors incl. a Footy Star $10m OCFs in fy [--] and [--] fy25 revs +7pc cost of sales +12pc Borrowings squeaked back under 30pc maximum goal and more MnA remains a goal down the track"
X Link 2025-11-27T20:38Z [---] followers, [---] engagements
"$SCL.AX interesting story ( $SWM.AX )"
X Link 2025-11-28T03:45Z [---] followers, [---] engagements
"The EU implemented the Restriction of Hazardous Substances (RoHS) Directive in [----] restricting lead in electronics. This forced manufacturers worldwide to transition to lead-free solder formulations which are exclusively tin-based as opposed to lead. - TripleS Special Sits"
X Link 2025-12-01T21:42Z [---] followers, [--] engagements
"$BCI.AX $BCI may satisfy some screens have most of their funding could be on track for revenue and earnings in FY27 37% owned by Kerry Stokes sixty year life"
X Link 2025-12-05T04:25Z [---] followers, [--] engagements
"@JaniLepojarvi @BaldingPhillip $GNP.AX annual report growing strongly exposed to popular forward looking growth areas popular still net cash ( A$112m) pretty clear guidance for acquistive and organic growth East Coast has progressed to be 42% of revenues - rapid guide fy26 EBITDA growth of 20-25%"
X Link 2025-12-08T07:59Z [---] followers, [--] engagements
"@JaniLepojarvi @BaldingPhillip $GNP.AX fy25 revs increased by 36% to $751m just announce a monster project as junior partner in Western Renewables Project Victoria still subject to approvals etc + not sure how much this was already expected but must be very pleasing for $GNP"
X Link 2025-12-12T03:56Z [---] followers, [--] engagements
"$CEH.AX $CEH one for Anthony " Saint" Ives if it was in the asx200"
X Link 2025-12-15T23:40Z [---] followers, [---] engagements
"#spirange π― #riskoff opens [----] races up in thin to [----] first [--] minutes Qs worse overnite & when they again dragged ES down over lunchwe we hit second air pocket low of [----] at 315pm H selling widenned roll considerably defensive industrials best N225 HK also slid"
X Link 2025-12-16T05:32Z [---] followers, [--] engagements
"@shravanrayhaan $PL"
X Link 2026-01-02T10:46Z [---] followers, [--] engagements
"Since the bull market began in October [----] only fiscal policy has been expansive (i.e. the average federal deficit to GDP ratio has been robust at 6.3%) but all other economic policies have persistently been restrictive"
X Link 2026-01-09T06:34Z [---] followers, [---] engagements
"The real U.S. dollar index has averaged [------] during this bull market (close to its current level) which is higher than 94% of the time since the dollar was first floated in the early 1970s"
X Link 2026-01-09T06:34Z [---] followers, [---] engagements
"Monetary policy has been least friendly for the current bull market -- remaining chronically and dramatically contractionary. During the current bull market the average growth in the inflation-adjusted M2 money supply has been -3.07% -- a persistent decline in real liquidity"
X Link 2026-01-09T06:36Z [---] followers, [--] engagements
"Similarly also in record-setting fashion the 10-year yield/Fed funds rate yield curve has been inverted 82% of the time with an average sloped yield curve of -0.6%"
X Link 2026-01-09T06:36Z [---] followers, [--] engagements
"Finally long-term yields like the 10-year Treasury Bond yield and the Mortgage rate after rising significantly when inflation rose to 9.1% in [----] have remained rangebound during the last three years at elevated levels - JIM PAULSEN jan 8th @jimwpaulsen"
X Link 2026-01-09T06:37Z [---] followers, [--] engagements
"@mastersinvest the chip seller group (NVIDIA Broadcom and AMD) accounts for 11% of the S&P [---] while the chip customer group (Amazon Microsoft Meta Alphabet Apple and Oracle) account for 25%"
X Link 2026-01-12T06:57Z [---] followers, [--] engagements
"@Billie_T prediction market : will he ever play a single game at Spurs"
X Link 2026-01-12T07:12Z [---] followers, [--] engagements
"@TWBPodcast1882 @Billie_T coming to Apple or Spotify π€"
X Link 2026-01-22T19:45Z [---] followers, [---] engagements
"Malcom Pradham is the co-founder and former Chief Medical Officer (CMO) of Alcidion Group Ltd $ALC.AX #directortrades"
X Link 2026-01-22T23:12Z [---] followers, [--] engagements
"@MrJPL yes. there could be some value there above SP. but mkt may believe that the longer $AMP.AX stay open the more value the management will continue to sestroy. and e.g. they just announced some further capex plans"
X Link 2023-11-17T04:20Z [---] followers, [--] engagements
"$TUA $TUA.AX the tale of the tape had been suggesting a good AGM. so far so good"
X Link 2023-12-01T00:08Z [---] followers, [---] engagements
"#spirange π― after a double bottom at [----] to celebrate DallE provides us with "a big red bouncing [---] in cartoon style" wait wut"
X Link 2024-04-03T04:18Z [---] followers, [---] engagements
"@artificialoxyg1 @lachlanbjensen if the office is $LLC.AX 's office"
X Link 2024-04-10T04:07Z [---] followers, [--] engagements
"#spirange π― to end the month [----] open [----] high in first hour then [----] low as Au Ag Cu shtminers ES and AUD all worse for wear intra day"
X Link 2026-01-30T05:33Z [---] followers, [--] engagements
"We think the market is missing potential signals from $AZJ.AX that Coal earnings could be stronger near term. We forecast $270mn in underlying EBITDA in 2H24E for the Coal division +5.5% ahead of consensus ($256mn). - via kiwis"
X Link 2024-03-07T01:08Z [---] followers, [---] engagements
"π·Foreign companies flock to panda bond market in hunt for China hedge Multinationals attracted to lower funding costs and protection against deteriorating US-China relations -via FT #ASHM $ASHM.L may benefit see Guy Davis sub for more https://www.ft.com/content/af4ed068-ef31-45a3-a462-3db25b55ce76segmentId=6bf9295a-189d-71c6-18fb-d469f27d3523 https://www.ft.com/content/af4ed068-ef31-45a3-a462-3db25b55ce76segmentId=6bf9295a-189d-71c6-18fb-d469f27d3523"
X Link 2025-05-01T05:09Z [---] followers, [---] engagements
"Paul Moore monthly alphabetical top ten holdings tells a story $PGF.AX Allied Irish Bank Bank of America Bank of Ireland Caixabank ING Groep Intesa Sanpaolo Lloyds Banking Group Newmont Mining Teck Resources Wynn"
X Link 2025-08-11T05:29Z [---] followers, [---] engagements
"$SLH trading below IPO Presumably due to #ozconsumer unpopularity since $SLH.AX seem to have delivered on the forecasts"
X Link 2023-06-13T04:28Z [---] followers, [---] engagements
"Investment view: SELL Target Price $0.84/sh Without significant change $PTM.AX is likely to continue to leach value and ultimately become worthless. - Bell P dislike $PTM coz negative jaws say it could have some value ( [--] cents) to an acquirer "
X Link 2023-10-11T22:31Z [---] followers, [---] engagements
"18 Nov [----] That's the view of Samuel Terry Asset Management founder Fred Woollard who on Friday outed AMP as his top stock pick at the Sohn Hearts & Minds. gee $AMP $AMP.AX you cooda have waited until next week to (further) sabotage this charitable effort π€¦β"
X Link 2023-11-15T23:48Z [---] followers, [---] engagements
"We look for sites on the left-hand side of the road for driving home said Mr Donohue. Dan Murphys stores It takes two Christmases for a Dans to reach maturity he said. $EDV.AX via @AFR"
X Link 2023-12-05T22:30Z [---] followers, [---] engagements
"#directortrades $TAH.AX Adam Rytenskild pays 68c on 200k shares. possibly more for asset value of asstes /licenses than income #dunno"
X Link 2024-02-25T23:20Z [---] followers, [---] engagements
"$DRR.AX market reaction to Deterra's move matches Bon Scott's reaction to nine to five living #YouHadOneJob"
X Link 2024-06-14T00:57Z [---] followers, [---] engagements
"@MarkDiStef $TAH.AX what are you thinking π€¦π»β"
X Link 2024-06-16T22:43Z [---] followers, [----] engagements
"We integrate Trident (TRR LN NR) into DRR for the A$280m consideration and model the offtake and royalty suite; seeing value erosion and DPS cuts. - $DRR.AX via π©"
X Link 2024-08-21T02:53Z [---] followers, [---] engagements
"page [--] D'oh π€¦ $QUB.AX"
X Link 2024-10-08T21:50Z [---] followers, [--] engagements
"$PTM.AX further reported interest beyong Phil Kings $VGI.AX"
X Link 2024-10-24T10:38Z [---] followers, [---] engagements
"$LYC.AX a rare Rare Earths co. NOT from China"
X Link 2024-12-12T07:29Z [---] followers, [---] engagements
"$AMP.AX happy with itself does $IFL.AX help #dunno banks obvs. very popular in Oz"
X Link 2025-01-23T23:43Z [---] followers, [---] engagements
"$NAB.AX said that higher credit impairments against business loans contributed to a small fall in its unaudited December quarter cash earnings"
X Link 2025-02-18T23:19Z [---] followers, [--] engagements
"third π― #spirange on the bounce 7172-7431 [---] pt range for day session cash finishes off [---] pts open was down [---] pts cash down 4.3% and each of big four banks fell 4-6% $TLS.AX did okish SPI closes [--] below high"
X Link 2025-04-07T06:35Z [---] followers, [--] engagements
"$TUA.AX deal looks fairly decent and raising seems to have been very well supported"
X Link 2025-08-11T05:25Z [---] followers, [---] engagements
"$CSL.AX a bit less growthy and a bit less well managed than it used to be not a new thought if you look at index wieghting over last few years"
X Link 2025-08-19T00:52Z [---] followers, [---] engagements
"@John_Hempton for the W on $BXB.AX"
X Link 2025-08-21T02:06Z [---] followers, [--] engagements
".2/2 and within governance uner KMP fy25 take home pay one finds on p.46 Sasha Nikolic Group President & MD took home 15.532m last year for.checks notes . " Vested Legacy US Cash LTI Plan in relation to SAasha's role as Reece USA CEO." #WTAF $REH.ASX"
X Link 2025-10-26T09:17Z [---] followers, [---] engagements
"@pup_st seems like good buying by macqas at that price $QUB.AX"
X Link 2025-11-23T22:10Z [---] followers, [---] engagements
"ASX STORY AS OLD AS TIME will book a significant non-cash impairment against its US operations with all $687.4 million of Americas goodwill likely to be written off. ( $TWE.AX)"
X Link 2025-11-30T21:49Z [---] followers, [---] engagements
"@pup_st $SYL.AX ebitda [---] in fy25 guiding for 117-127 in fy26 so 10-20% growth or midpoint of 15%"
X Link 2025-12-08T23:49Z [---] followers, [---] engagements
"@pup_st $SYL.AX $SYL"
X Link 2025-12-11T01:10Z [---] followers, [--] engagements
"@berthon_jones $WOW.AX reads more pro-active $COL.AX reads as reactive and also random $WOW $COL"
X Link 2023-08-23T04:45Z [---] followers, [---] engagements
"seeing a fair few [--] year charts that say " cheap" but the [--] year chart maybe says. ok. the ramming has been reversed.but not outright "cheap""
X Link 2023-10-04T01:45Z [---] followers, [---] engagements
"Hysan Development Co $14.HK via Marc Faber Gloom Boom Doom Report"
X Link 2024-01-10T03:13Z [---] followers, [---] engagements
"$PTM.AX under new managemnet $16bn FUM ( 70% retail) $200m cash 100m investments mkt cap $600m"
X Link 2024-02-29T06:38Z [---] followers, [----] engagements
"@phil_hk @Trinhnomics $0142.HK"
X Link 2024-09-19T05:46Z [---] followers, [--] engagements
"banks leading #spi down today is it the unwind of sell china to buy $CBA.AX trade as China announced some market supportive measures earlier #dunno"
X Link 2024-09-24T02:41Z [---] followers, [---] engagements
"$LNW $LNW.AX court decision re Dragon Train. says 5% of EBITDA $ALL.AX"
X Link 2024-09-24T02:44Z [---] followers, [----] engagements
"Qube $QUB.AX some good bolt-ons on page [--] $QUB seems to be have a history of being well managed https://qube.com.au/wp-content/uploads/2024/08/Annual-Report-2024.pdf https://qube.com.au/wp-content/uploads/2024/08/Annual-Report-2024.pdf"
X Link 2024-10-08T03:58Z [---] followers, [---] engagements
"$CLV.AX bobs around in 2H fy24 made 2.2m NPAT v. mkt cap 80m may not have any special moat or edge e.g it lost money in 1H but debt free paying 3% ff dividend attempting develop various new gear w. clients cutting costs SP having a little bounce recently. $SOL.AX owns 20%"
X Link 2024-10-22T08:41Z [---] followers, [---] engagements
"$NCK.AX $SBA.AX two cos. that provide services to the aussie hoom-owner"
X Link 2025-02-12T06:40Z [---] followers, [---] engagements
"$CBA.AX doh π€¦π»β"
X Link 2025-02-12T07:11Z [---] followers, [--] engagements
"@hiddenvalueblog $asx.ax has had a nitemare here today with $FPP.AX"
X Link 2025-04-01T03:47Z [---] followers, [---] engagements
"@Quanterrific yep $SPK.AX must be doing something different to $TLS.AX"
X Link 2025-04-11T07:03Z [---] followers, [--] engagements
"#spirange π― is back after none last (shortenned) week. N225 ES and SPI all happy today banks led $CBA.AX closing at $168.00 after $159.80 open and $MQG.AX happy on a divestment open [----] 7728- [----] range tight afternoon then close just near days earlier high"
X Link 2025-04-22T06:34Z [---] followers, [---] engagements
"#spirange banks squuezy $ANZ.AX $CBA.AX $NAB.AX $MQG.AX $WBC.AX"
X Link 2025-08-20T02:06Z [---] followers, [--] engagements
"$REH.ASX annual report biz overview :6 pages our approach & biz review : both [--] pages all apple pie and good news makes it look like nepo CEO's agitation was unplanned and if you'd missed it you wouldnt suspect any probs from the AR governance : next [--] pages #Hint 1/2"
X Link 2025-10-26T09:17Z [---] followers, [---] engagements
"@TheLongHappy $DMP.AX got almost exactly one third revenue in each of Europe Asia and Australia last year France Holland + Germany also Japan ( not going well) with Singapre Taiwan et al"
X Link 2025-11-02T10:39Z [---] followers, [---] engagements
"$DMP.AX no rate cuts no worries up 11.7% today"
X Link 2025-11-13T05:29Z [---] followers, [---] engagements
"$DMP.AX resistance around here"
X Link 2026-01-12T00:49Z [---] followers, [--] engagements
"$GMG $GMG.AX Shares Hit 15-Year High as Analysts Expect Upgraded Profit Guidance to Be Beaten $BKW $BKW.AX"
X Link 2024-02-14T23:57Z [---] followers, [---] engagements
"balance between disaster recovery and disaster prevention and preparedness. Theres a lot of Australian homes in places that they should never have been able to build in Johnston says. Were feeling the consequences of that now and theyre not going to get better." $SUN.AX"
X Link 2024-07-30T22:38Z [---] followers, [--] engagements
"@JaniLepojarvi nope. unless clean up of $CDP.AX by $SCG.AX at a pinch good demographics"
X Link 2024-09-24T04:38Z [---] followers, [--] engagements
"@zhanginu $AZJ.AX $MPL.AX $CAA.AX"
X Link 2025-07-18T05:27Z [---] followers, [---] engagements
"$SPK.AX $SPK.NZ EBI RoC 8.7% simplification plans 75% of data cenna biz sold to PEP dividnd guidance maybe around AUD 13c from 22c but still 6% yield"
X Link 2025-10-21T06:54Z [---] followers, [---] engagements
"When you have as we do today many banks earning below the cost of capital in the most benign credit cycle any of us have ever seen in our lifetimes Im not sure that augurs well for the sorts of macro and geopolitical tail risks were going to see $CBA.AX ceo told the plmnt"
X Link 2025-11-18T22:31Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing