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@Tze_C "$WTC - Pick of larger cap tech plays on ASX WiseTech flags redundancies as it restructures to double down on AI"
@Tze_C on X 2025-07-22 04:41:15 UTC 1065 followers, XXX engagements

"$MTM - 2.25MM options converted @18c +19%"
@Tze_C on X 2025-07-15 04:00:49 UTC 1065 followers, XXX engagements

"$FFX - had better distribute in-specie $LLL stock back to shareholders. Any cut price sale for a block stake should not be voted through"
@Tze_C on X 2023-07-10 00:21:09 UTC 1062 followers, 1655 engagements

"Am hearing more consensus around the view that next legs up for market will be driven by funds still underweight equities that will be forced to deploy cash otherwise will be underperforming. Mid May was still 400pts to today on XJO"
@Tze_C on X 2025-07-22 10:42:48 UTC 1065 followers, XXX engagements

"AFR news momentum serving $MTM well this AM"
@Tze_C on X 2025-07-14 00:34:57 UTC 1065 followers, XXX engagements

"Anti-Dumping tariffs on Graphite will have benefit non-Chinese jurisdictions by increasing global price floor. Focus on stable jurisdictions - AU EU etc - $RNU $NVX $TLG to start with"
@Tze_C on X 2025-07-17 23:37:26 UTC 1065 followers, XXX engagements

"@pennycapitalaus Old $BEM. thats a blast from the past"
@Tze_C on X 2025-07-18 00:29:09 UTC 1062 followers, XX engagements

"@ryu_tay Far more bullish on $WTC fundamentals. $XRO more as ASX default tech exposure -"
@Tze_C on X 2025-07-22 05:40:37 UTC 1065 followers, XX engagements

"$MTM - perhaps was very wrong to compare its monetisation model to $CXL Am sure that there are people out there who can compare and contrast"
@Tze_C on X 2025-06-30 05:58:10 UTC 1063 followers, XXX engagements

"$TLX - Looking for a sustained bounce: Jeffries view that $XXXXX of value proven as a combination of Zircaix/Illuccix/Gozellix spelling"
@Tze_C on X 2025-07-10 04:36:45 UTC 1063 followers, XXX engagements

"$LYC - Lynas +17%. So the street theory is that Trump must TACO the Malaysia XX% tariff (or exempt REE) since he appointed his top general @NickAdamsinUSA as Malaysian ambassador 🤡"
@Tze_C on X 2025-07-11 04:20:50 UTC 1064 followers, XXX engagements

"$CSC - Capstone Copper - TSX dual listed on ASX. Getting interesting. XX% production in AZ USA. Rest out of Chile (50% TACO tariffs). Reviewing"
@Tze_C on X 2025-07-11 02:29:09 UTC 1062 followers, XXX engagements

"$GMG - Current trading $XX. With $NVDA making new highs. Opp IMHO (Held)"
@Tze_C on X 2025-07-11 03:11:04 UTC 1062 followers, XXX engagements

"Iron Ore Dalian Futures - Here is what just pushed ASX volume - $BHP $MIN $FMG etc"
@Tze_C on X 2025-07-22 05:45:25 UTC 1065 followers, XXX engagements

"Iron-ore: interesting movements given futures. $BHP $MIN etc"
@Tze_C on X 2025-07-17 00:54:31 UTC 1064 followers, 1077 engagements

"Reviewing Investor pres from today; Has $MTM previously released costings and project returns on the BOOT model"
@Tze_C on X 2025-06-30 06:17:59 UTC 1063 followers, XXX engagements

"@LD9918 Not too different than Go To and $ABY"
@Tze_C on X 2025-06-13 08:56:41 UTC 1062 followers, XXX engagements

"Nice opportunity for Iron-Ore long yesterday - $BHP $MIN etc"
@Tze_C on X 2025-07-17 23:38:56 UTC 1064 followers, 1102 engagements

"$WTC - continuation - long position held here as IMHO governance look through shouldn't be an issue for current register IMHO. Unique ASX tech play"
@Tze_C on X 2025-07-18 05:47:19 UTC 1065 followers, XXX engagements