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"Technology stocks fell XXX% to their lowest since September X following a sharp selloff on Wall Street on Friday as US President Trump escalated his trade conflict with China after it tightened its rare earth restrictions. WiseTech Global $WTC and Xero $XRO slid X% and 2.6%"
X Link @CommSec 2025-10-13T00:46Z 65.1K followers, 3818 engagements
"$40M performance bonus paid to the CEO when the share price is currently trading lower than in Dec 2020. I'd hate to see what non-performance looks like. $XRO"
X Link @kiwikitteninoz 2025-10-12T21:51Z XX followers, XX engagements
"The Aussie economy might be in the shitter But if you look at large caps ($AFI.AXs largest holdings here) there are still a good number with exposure outside our domestic economy: $BHP $CSL $RMD $RIO $CAR $WDS $ARB $ALS $BXB $CPU $XRO $JHX The key issue is one of valuation"
X Link @bowtiedstocks 2025-10-04T02:18Z 5403 followers, 2323 engagements
"CLSA on $XRO: "Xeros acquisition of Melio gives them access to a vast network of SMEs in the US. Notably via cashflow central a Fiserv product as well as the impending integration with ADP payrolls ADP RUN system with Fiserv calling for a ramp-up in their 2H. "We update our revenue estimates for a flatter take-rate profile given strong growth we expect from syndicated (indirect revenue) over time offsetting the benefit of higher direct rates. "Our EPS changes are +18%/-9%/-9% reflecting new Melio operating assumptions and more detailed interest income modelling near term reflecting the timing"
X Link @Filapek 2025-10-02T03:05Z 8971 followers, 1696 engagements