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@smoothinvesting "Been a bit slow on Street Talk but am I missing something here Thakral $AWI has XXXX% ownership of Gemlife so AUD$1.3b equity is SGD$340m alone Co. trades SGD$300m EV which includes the rest of the biz Even before IPO rumours the underlying company seems very reasonable"
@smoothinvesting Avatar @smoothinvesting on X 2025-05-28 09:05:12 UTC XXX followers, XXX engagements

"Who should be paid better X. Growth runway ( $LOV.AX ) or X. Price takers ( $MIN.AX $WHC.AX $CIA.AX ) All four have outrageously high rem/mcap"
@smoothinvesting Avatar @smoothinvesting on X 2025-06-18 23:38:11 UTC XXX followers, XXX engagements

"FY25 ASX Earnings watchlist (Some held): $NDO.AX $CEH.AX $SHM.AX $DBI.AX $MLG.AX $PRU.AX $HUM.AX $TEA.AX / $SXE.AX $WHC.AX / $SMR.AX $JDO.AX Any goodies I should keep an eye out for"
@smoothinvesting Avatar @smoothinvesting on X 2025-07-17 23:52:05 UTC XXX followers, XXX engagements

"This time of year I'm always reminded of the importance in having a margin of safety. Business disruptions surface and don't care about your hypothetical investment thesis. Policy changes tariffs competition etc. $IEL.AX $TWE.AX (none held)"
@smoothinvesting Avatar @smoothinvesting on X 2025-06-02 23:44:16 UTC XXX followers, XXX engagements

"I don't follow the co. extensively but $CPU.AX trades pretty frothy despite half of recent Change in Share Registries going to privately owned XCEND. Doubt they out-perform over the next few years (unless multiple expansion)"
@smoothinvesting Avatar @smoothinvesting on X 2025-06-29 06:02:57 UTC XXX followers, XXX engagements

"@finphysnerd Hmm fair enough if youre not trying to be strictly Gemlife vs Lifestyle. I sold out of $AWI.SI for a decent IRR but was disappointed the discount didnt tighten through IPO"
@smoothinvesting Avatar @smoothinvesting on X 2025-07-24 05:51:18 UTC XXX followers, XX engagements

"@ImmaYieldGuy Phenomenal team and even with the higher strip due to change in mine plan the read through is that the Nyanzaga plant and orebody will perform even better than $PRUs study. Does make you understand why they see $PDI as being way too expensive for them today"
@smoothinvesting Avatar @smoothinvesting on X 2025-07-22 07:52:49 UTC XXX followers, XXX engagements

"@finphysnerd why not long $GLF given they have the ability to distribute franking credits I think the discount unfortunately persists at $AWI.SI"
@smoothinvesting Avatar @smoothinvesting on X 2025-07-24 04:29:07 UTC XXX followers, XXX engagements

"Can someone who bought $CEL.AX at 10.5c post-raise please explain This is after they issued 375-431m shares at 8c (without even consideration options)"
@smoothinvesting Avatar @smoothinvesting on X 2025-06-16 03:08:14 UTC XXX followers, XXX engagements