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@CarlCapolinguaa "🚨Morgan Stanley on MinRes & Pilbara Minerals "We are Overweight $MIN with 12/17% EBITDA exposure to #lithium in FY25/26e. For $PLS (Overweight) we continue to see value our A$2.75 PT implying XX% upside." #asx"
X Link @CarlCapolinguaa 2025-10-12T19:51Z XXX followers, XX engagements

"ChartWatch ASX Scans - IS BACK Best uptrends Best downtrends This Ed: $LYC $ILU $LKY $TOR $FRS $BGL $NST $TLX Click to read"
X Link @CarlCapolinguaa 2025-10-15T03:19Z XXX followers, XX engagements

"UBS downgrades South32 "#S32 has outperformed $BHP by 20%.risk-reward now balanced with strategy to pivot from restructuring/cash returns to organic growth.balance sheet strong but growth long-dated & offset by depletion" Rating NEUTRAL vs BUY PT $XXXX vs"
X Link @CarlCapolinguaa 2025-10-12T19:41Z XXX followers, XX engagements

"Goldman Sachs : "It's reasonable to assume this years confession season will be worse than normal given global uncertainty but shouldnt be all bad.most likely to surprise Positive: $XRO $BSL $QBE $CDA. Negative: $SPK $ORA $CPU $EDV $FBU $IEL $HLS $RHC." #asx"
X Link @CarlCapolinguaa 2025-10-13T04:34Z XXX followers, XX engagements

"Jarden on $CXO : "Application of considerably lower operating costs has served to offset reductions to #lithium price forecasts long term (nominal US$1330/t from US$1450/dmt SC6) in terms of reserve & resource inventories." Upgrade NEUTRAL vs SELL PT $XXXX vs $XXXX #asx"
X Link @CarlCapolinguaa 2025-10-13T05:51Z XXX followers, XX engagements

"Barrenjoey implied pricing #ASX gold stocks vs 1-Sep close: #GOLD (Spot: $3448/oz) $BGL $2600 $CMM $2675 $EVN $2975 $EMR $2975 $GGP $2175 $GMD $2975 $NEM $3025 $NST $2700 $PDI $2400 $PRU $2875 $RSG $2900 $RMS $2800 $RRL $3650 $VAU $2575 $WAF $2775"
X Link @CarlCapolinguaa 2025-10-15T04:00Z XXX followers, XX engagements

"Barrenjoey implied pricing #ASX mining stocks vs 1-Sep close: #LITHIUM (Spod spot: $900/t): $CXO $1175 $IGO $1175 $LTR $1225 $PLS $1450 #URANIUM (Spot: $76.3/lb): $BOE $XX $DYL $XX $PDN $XX #RareEarths (NdPr spot: $74.15/kg) $LYC $XX #Copper (Spot: $4.46/lb) $CSC $XXXX $SFR $4.90"
X Link @CarlCapolinguaa 2025-10-15T04:01Z XXX followers, XX engagements

"Barrenjoey implied prices #ASX gold stocks 8-Sep close: #GOLD (Spot: $3587/oz) $BGL $2675 $CMM $2850 $EVN $3075 $EMR $3150 $GGP $2275 $GMD $3225 $NEM $3075 $NST $2775 $PDI $2775 $PRU $3125 $RSG $2950 $RMS $2900 $RRL $3900 $VAU $2725 $WAF $2775"
X Link @CarlCapolinguaa 2025-10-15T04:23Z XXX followers, XX engagements

"Barrenjoey implied prices #ASX mining stocks 8-Sep close: #LITHIUM (Spod spot $845/t) $CXO $1175 $IGO $1125 $LTR $1225 $PLS $1450 #URANIUM (Spot $77.3/lb) $BOE $XX $DYL $XX $PDN $XX #RareEarths (NdPr spot $72.3/kg) $LYC $XX #Copper (Spot $4.46/lb) $CSC $XXXX $SFR $XXXX #29M $4.60"
X Link @CarlCapolinguaa 2025-10-15T04:24Z XXX followers, XX engagements

"Morgan Stanley on #Lithium : "September XX reserve verification deadline is still approaching for X Yichun mines. We also note lithium demand remains strong with better than expected demand from ESS & EVs. We are OVERWEIGHT $MIN. we also like $PLS (OVERWEIGHT)" #asx"
X Link @CarlCapolinguaa 2025-10-15T08:35Z XXX followers, XX engagements

"Morgan Stanley Wealth Management Australia positioning : "We retain a mild Underweight (UW) on Australian equities: while valuations appear stretched monetary easing and the resilience of the Australian market during periods of volatility provide some appeal." #ASX #ASX200"
X Link @CarlCapolinguaa 2025-10-15T11:36Z XXX followers, XX engagements

"Citi "Mid-2026" Global Index Targets #SP500 (USA) 6900 +3% #FTSE100 (UK) 9700 +3% #TOPIX (JPN) 3400 +10% #ASX200 (AUS) 9200 +4% MSCI ACWI (GLOBAL) 1230 +4%"
X Link @CarlCapolinguaa 2025-10-15T10:29Z XXX followers, XX engagements

"#ASX200 surges to record high as profit taking savages critical minerals stocks $LYC $ILU tumble Broker Moves Biggest Movers Data & More PLUS: My latest $XJO technical analysis Click to read #ASX $NVA $IXR $COB $ASM"
X Link @CarlCapolinguaa 2025-10-16T08:59Z XXX followers, XXX engagements