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@Filapek Avatar @Filapek Rudi Filapek-Vandyck

Rudi Filapek-Vandyck posts on X about stocks, ctt, $ctt, $jin the most. They currently have XXXXX followers and 1355 posts still getting attention that total XXX engagements in the last XX hours.

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Followers: XXXXX #

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Social Influence #

Social category influence finance cryptocurrencies stocks countries currencies

Social topic influence stocks, ctt, $ctt, $jin, investment, australia, $nwl, inflation, $230m, $220m

Top assets mentioned CryptoTycoon (CTT) JinPeng (JIN) Newell Brands Inc (NWL) AMP Token (AMP) ResMed Inc. (RMD) SafeMoon Inu (SMI) Lil Bub (BUB) CargoX (CXO) Teradyne, Inc. (TER) Rocket Pool (RPL) Carlisle Companies, Inc. (CSL)

Top Social Posts #

Top posts by engagements in the last XX hours

"Have you heard about Macquarie's about-face this week "Jesse Livermore famously said Markets are never wrong only opinions are. Maybe the market wasnt crazy to re-rate stocks. Maybe its how we thought about PEs that was wrong." #allweatherman #XJO #stocks #equities #XJO"
@Filapek Avatar @Filapek on X 2025-07-18 00:38:03 UTC 8852 followers, XXX engagements

"RBC Capital identifies Ansell $ANN as most negatively impact among healthcare companies on the ASX: "The company has XX manufacturing sites with the largest plants in Malaysia Sri Lanka and Thailand. "ANN's largest geographic market is North America which has accounted for 42-45% of total sales. "We estimate an unmitigated impact could be A$220m-$230m in FY26 (89%-94% EPS impact)." #XJO #equities #investing #stockinfocus"
@Filapek Avatar @Filapek on X 2025-04-03 21:23:00 UTC 8852 followers, XXX engagements

"RBC Capital on Cettire $CTT: "CTT's XX month FY25 trading update was much softer than expected with most operating metrics deteriorating significantly. "In our view triple headwinds of declining sales negative profitability and a significant working capital unwind are culminating in elevated balance sheet risk. "Delivering 4Q profitability was a key focus of CTT's 3Q update on XX April. Losses have since accelerated. "This outcome suggests to us that at present management has limited ability to influence outcomes." #stockinfocus #XJO #equities #investing"
@Filapek Avatar @Filapek on X 2025-06-12 21:50:18 UTC 8853 followers, 1000 engagements

"Citi on Genesis Minerals $GMD: "A record quarter from GMD with underlying FY25 NPAT expectations of A$210-230m in line with VA consensus. (.) "We maintain our TP of A$4.40/sh and stay Neutral rated ahead of SepQ index rebalances." #stockinfocus #XJO #equities #gold #investing"
@Filapek Avatar @Filapek on X 2025-07-17 23:12:36 UTC 8853 followers, XXX engagements

"I'll be on @ausbiztv's The Call today with Philip Pepe discussing 10+1 #stocks in one hour noon-1pm. Will be discussed are the likes of $HUB $AMP $JIN $TAH $FCL $AD8 and more. Be there or be square #equities #investing #XJO #allweatherman"
@Filapek Avatar @Filapek on X 2025-07-15 00:32:20 UTC 8853 followers, 1373 engagements

"RBC Capital on $GQG Partners: "We are initiating on GQG Partners (GQG) with an Outperform rating and a rounded A$2.90/share price target. "GQG is a top quintile performing manager globally with notable inflows in the U.S. and Australia. "GQG presents an attractive investment case with a low-cost base and competitive fee structure supporting resilience to sector headwinds an appealing dividend yield (11%) and an emerging Alternatives strategy that provides long-term optionality and upside to our valuation." #equities #stockinfocus #XJO #investing"
@Filapek Avatar @Filapek on X 2025-06-22 22:09:04 UTC 8852 followers, 1480 engagements

"RBC Capital on ResMed $RMD: "We expect RMD to produce a strong 4Q25 result driven by solid revenue growth and continued gross margin improvement. "We have a positive outlook for RMD given increased awareness of OSA its main competitor likely remaining out of the US market for the next XX months and RMD's products being largely exempt from US tariffs. "We have revised our forecasts and lifted our PT to US$294/share (from US$255). We upgrade to an OP rating given the stock's undemanding valuation and appealing TSR." #stockinfocus #XJO #equities #investing"
@Filapek Avatar @Filapek on X 2025-07-15 21:59:28 UTC 8852 followers, 1179 engagements

"Russel Chesler Head of Investments & Capital Markets Van Eck: "The RBAs shock move earlier this month to hold the cash rate makes todays labour force data even more critical. "The announcement of the XXX% unemployment rate for June was higher than the markets expectation of 4.1%. "We do not believe this alone is going to be ringing any alarm bells at the RBA. It is only one month of data and with the number of job ads increasing by XXX% in June 2025 according to ANZ-Indeed data there is no clear indication that unemployment will increase further. "The outcome of the quarterly CPI inflation"
@Filapek Avatar @Filapek on X 2025-07-17 02:56:56 UTC 8854 followers, 1020 engagements

"RBC Capital on Santana Minerals $SMI: "Santana's fast-track approvals submission is behind schedule. While it is only slightly behind we have used the announcement and our recent site visit to re-examine and re-evaluate our assumptions ahead of the feasibility update. "Key assumptions that we re-iterate or differ from studies include higher mining costs a minor production delay but a longer underground mine life. "Integrating the changes our rounded price target for SMI falls 5cps to A$0.85/sh. "We remain Outperform as we believe Santana still has a low-cost gold feasibility stage project"
@Filapek Avatar @Filapek on X 2025-06-22 23:22:23 UTC 8853 followers, XXX engagements

"Stephen Innes SPI Asset Management: "If Trump does deliver on his August X tariff barrage the street will be forced to reckon with a scenario that's been largely waved off a true exogenous policy shock in the heart of a late-cycle rally. "The correction wouldn't be technical; it would be philosophical. The market's confidence in the U.S. as a stable steward of capital would take a visible dent and with it the cost of equity the price of debt and the value of the dollar could all adjust sharply perhaps violently. "This is no longer about whether markets are too hot. It's about whether the"
@Filapek Avatar @Filapek on X 2025-07-13 22:35:23 UTC 8852 followers, 1617 engagements

"Is it only retailers issuing profit warnings and below-expectations market updates in Australia Or is that simply a 'right now' impression But then $BUB Bubs is all about #China right $ADH $MHJ #XJO #equities #investing #stocksinfocus"
@Filapek Avatar @Filapek on X 2023-06-02 01:22:25 UTC 8854 followers, 1131 engagements

"@davidhannan1963 @claudedwalker @au_shareplicity Morgan Stanley's predictions for ASX300: Out: Terracom $TER Calix $CXL Grange Resources $GRR Renascor $RNU Talga Group $TLG Core Lithium $CXO Omni Bridgeway $OBL"
@Filapek Avatar @Filapek on X 2024-09-05 05:25:25 UTC 8854 followers, XXX engagements

"Citi on 29Metals $29M: "29M is annualising just below the low end of guidance with production still expected to be 2H weighted. "Golden Grove broke even for the quarter with another seismic issue occurring post quarter end. Group cash declined $33m QoQ excluding the $54m in final insurance proceeds to end at $187m from MarQ's $166m. Net debt $19m. (.) "Given Citi's bearish view on copper heading sub US$9k/t in the short term we maintain our Sell recommendation based on valuation." #stockinfocus #copper #XJO #investing #equities"
@Filapek Avatar @Filapek on X 2025-07-17 23:09:49 UTC 8853 followers, XXX engagements

"Citi on Netwealth $NWL: "Netwealth reported weaker than expected net flows While outflows were elevated the miss vs. our forecast was driven by weaker in-flows which could be a function of market volatility through the course of quarter. "Custody FuA was in-line with our forecast while total FuA was stronger than VA consensus. "Net-net we see potential for slightly upgrades to consensus earnings with higher cash balances and managed accounts partially offset by higher mix of Ultra HNW FuA. "Net flows were weaker but was likely expected by investors and record account openings is a key"
@Filapek Avatar @Filapek on X 2025-07-10 00:06:17 UTC 8852 followers, XXX engagements

"Joe Ashton on Regal Partners $RPL and Cettire $CTT: "Regal's Cettire stake in March 2024 was worth $XXX million. It then bought a further $XX million of shares. "At the closing bell on Friday Regal's XX per cent stake was worth just $XX million. "The losses for Regal's fund clients would be unrivalled if not for King's other recent catastrophic investment: in insolvent biotech Opthea." #stocksinfocus #XJO #equities #investing"
@Filapek Avatar @Filapek on X 2025-06-15 22:03:17 UTC 8852 followers, 4044 engagements

"IG's Tony Sycamore: "Combined with last month's fall in employment there are clear signs of deceleration emerging in the labour market. "This calls into question the RBAs decision to prioritise inflation over growth and jobs at its Board Meeting earlier this month. "With the unemployment rate making a concerning lurch higher growth at subpar levels and inflation back within the RBAs target band the RBA will no doubt be keen to make amends at its meeting in August." #bonds #equities #investing #stocks #XJO"
@Filapek Avatar @Filapek on X 2025-07-17 02:46:08 UTC 8854 followers, XXX engagements

"E&P on Netwealth $NWL: "NWL has performed very strongly since the nadir of the share price in April (+58%). "While we would be cautious in drawing too much inference for future flows from the quarterly performance (given the volatily seen during the quarter) we suspect it may see some share price softness relative to market today on the softer net flow print." #stockinfocus #XJO #equities #investing"
@Filapek Avatar @Filapek on X 2025-07-10 00:39:26 UTC 8852 followers, XXX engagements

"@beerzy99 Asking for deflation is essentially asking for economic recession. How else would that be achieved Let's face it society is not catching up on the inflation spike in a hurry. That's simply not going to happen no matter what anyone might be wishing for"
@Filapek Avatar @Filapek on X 2025-07-17 02:59:31 UTC 8854 followers, XX engagements

"@suntorybeverage @FNArena Here you go ;) $JIN #stockinfocus #XJO #equities #investing @FNArena"
@Filapek Avatar @Filapek on X 2025-07-18 01:35:19 UTC 8852 followers, XX engagements

"#stockinfocus @FNArena $CSL #equities #investing #XJO"
@Filapek Avatar @Filapek on X 2025-07-10 03:02:13 UTC 8852 followers, 1670 engagements