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# ![@Filapek Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::283392877.png) @Filapek Rudi Filapek-Vandyck

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

### Engagements: XXXXX [#](/creator/twitter::283392877/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::283392877/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +70%
- X Year XXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::283392877/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::283392877/c:line/m:posts_active.svg)

- X Week XX +49%
- X Month XXX -XX%
- X Months XXX +54%
- X Year XXX +39%

### Followers: XXXXX [#](/creator/twitter::283392877/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::283392877/c:line/m:followers.svg)

- X Week XXXXX +0.05%
- X Month XXXXX +0.20%
- X Months XXXXX +2.50%
- X Year XXXXX +6%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::283392877/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::283392877/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::283392877/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [currencies](/list/currencies)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[stocks](/topic/stocks) 2.17%, [$csl](/topic/$csl) 1.45%, [investment](/topic/investment) 1.09%, [$boq](/topic/$boq) 1.09%, [bank of](/topic/bank-of) 1.09%, [$iel](/topic/$iel) 1.09%, [$ctt](/topic/$ctt) 0.72%, [macro](/topic/macro) 0.72%, [$nwl](/topic/$nwl) 0.72%, [debt](/topic/debt) XXXX%

**Top accounts mentioned or mentioned by**
[@fnarena](/creator/undefined) [@ausbiztv](/creator/undefined) [@davidhannan1963](/creator/undefined) [@aushareplicity](/creator/undefined) [@suntorybeverage](/creator/undefined) [@blackswan2023](/creator/undefined) [@ryu_tay](/creator/undefined) [@ausbiztvs](/creator/undefined) [@claudedwalker](/creator/undefined) [@samnyark](/creator/undefined) [@thechartist](/creator/undefined) [@condor2999smith](/creator/undefined) [@beerzy99](/creator/undefined) [@downundervalue](/creator/undefined) [@russellwadey](/creator/undefined) [@shawnburns13](/creator/undefined) [@orlandoi](/creator/undefined) [@jamsandwich14](/creator/undefined) [@johnwickpencil](/creator/undefined) [@abroninvestor](/creator/undefined)

**Top assets mentioned**
[Carlisle Companies, Inc. (CSL)](/topic/$csl) [CryptoTycoon (CTT)](/topic/$ctt) [Newell Brands Inc (NWL)](/topic/$nwl) [SafeMoon Inu (SMI)](/topic/$smi) [Wownero (WOW)](/topic/$wow) [Morgan Stanley (MS)](/topic/morgan-stanley) [Rocket Pool (RPL)](/topic/$rpl) [Western Midstream Partners, LP. (WES)](/topic/$wes) [Central African Republic Meme (CAR)](/topic/$car) [BRN Metaverse (BRN)](/topic/$brn) [ResMed Inc. (RMD)](/topic/$rmd)
### Top Social Posts [#](/creator/twitter::283392877/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](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1946006516122939709) 2025-07-18 00:38:03 UTC 8853 followers, XXX engagements


"Citi on South32 $S32: "JunQ broadly in-line to see FY25 prodn a modest beat with unit opex in-line with guidance Neutral. Target $XXXX #stockinfocus #XJO #equities #investing"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1947089552713429395) 2025-07-21 00:21:39 UTC 8853 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](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1933280727099199597) 2025-06-12 21:50:18 UTC 8851 followers, 1001 engagements


"Citi on Iluka $ILU: "JunQ revenue of $289m was broadly in-line with Citi and up XX% on MarQ. "Total Z/R/ZR sales of 133kt were X% below Citi but up XX% on MaQ. Average Z/R/SR realisation of $2110/t was X% below Citi and up X% on MarQ. "ILU has not provided Z price or sales guidance for Q3 CY25 given macro uncertainty. "Q2 realised Z price was down X% on MarQ and it's not clear that Z prices have bottomed out. Balranald on track for 2H CY25 commissioning still. Net debt (including refinery) at $502m." #stockinfocus #XJO #equities #investing"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1947804690860900525) 2025-07-22 23:43:21 UTC 8850 followers, XXX 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](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1945985014531072470) 2025-07-17 23:12:36 UTC 8851 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](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1943107762256515170) 2025-07-10 00:39:26 UTC 8852 followers, XXX engagements


"Evans and Partners on Bank of Queensland $BOQ: "While 1H24 cash earnings of $172m are 6%/5% better than E&Pe/VA we view it as a low-quality beat driven by costs and the bad debt charge. "Revenue has missed E&Pe/VA by 2.6%/1.2% and pre-provision profit has missed by 3.4%/1.3%. Lower-than-expected costs have been assisted by the % of investment spend expensed remaining well below general industry levels. "BOQ has said this % will rise and we continue to see enough cost pressure over the next X years. "On asset quality there remains a notable uptrend in both commercial and housing 90-day"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1780385186326380808) 2024-04-16 23:58:01 UTC 8850 followers, 1320 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](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1936927779712573872) 2025-06-22 23:22:23 UTC 8851 followers, XXX engagements


"Barrenjoey on IDP Education $IEL: "Result softer than B*e and consensus; however we suspect it was broadly in line with buy-side expectations for EBIT (4% miss vs B*e and consensus). "IEL continues to manage factors within its control with: 1) Overhead costs lower (-14% yoy) offsetting weaker GP margins; 2) CY24 SP volumes -XX% vs market growth -XX% albeit 1H25 gains narrowed due to policy adjustments and growth in China (IDP less exposed). "IEL continues to expect to outperform market conditions (volumes down 20-30%). Cost benefits will moderate and volume outlook remains challenged.""  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1894877281753145648) 2025-02-26 22:28:43 UTC 8851 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](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1945984313952203163) 2025-07-17 23:09:49 UTC 8851 followers, XXX engagements


"Jarden on $CSL: "CSL received FDA approval for its highly anticipated next generation Hereditary Angioedema (HAE) product Garadacimab (branded ANDEMBRY). "This follows CSL being issued with a Complete Response Letter from the FDA in Oct-24 to provide more detail around the sterility of the manufacturing process. "Although the timing of this approval was in line with CSL's revised expectations fears had emerged of further delays due to FDA staff cuts. "CSL's focus will now shift to an immediate commercial launch of the product in the US as they look to win back share lost to Takeda's competing"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1935122909548462372) 2025-06-17 23:50:29 UTC 8852 followers, 3027 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](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1943099420771500482) 2025-07-10 00:06:17 UTC 8850 followers, XXX engagements


"@wilson_trades @suntorybeverage @pastperformerAU @blackswan2023 Seqirus the flu vaccines business disappointed mainly because anti-vaxx in the US has become a popular political movement. Plus management indicated a more gradual margin recovery which continues to be flagged and pursued $CSL"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1947793187374035369) 2025-07-22 22:57:38 UTC 8852 followers, XX engagements


"To hold a #stock I need to see a pathway to growth. $CSL in comparison is growing at double digits (believe it or not). $WOW will refind its mojo too. But $IEL Great performer when the industry was booming but what is the outlook really I never invest for the occasional rally only. There needs to be more on the horizon. Being sold off or looking 'cheap' is never a good enough reason for an investor like me ;)"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1947435794085646796) 2025-07-21 23:17:29 UTC 8852 followers, XXX engagements


"Morgan Stanley: ".we dont think that American Exceptionalism is necessarily over. But we do think a new investment regime is approaching. "If American Exceptionalism was premised on tailwinds like negative real interest rates and outsized policy accommodation we think thats now being supplanted by an economy facing constraints and radical imbalances. "Specifically were likely to see a new setup characterized by higher real rates positive term and risk premiums greater volatility and a much weaker dollar." #investing #XJO #equities #stocks"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1947802239432847501) 2025-07-22 23:33:36 UTC 8850 followers, XXX engagements


"Citi on Paladin $PDN: "Strong quarterly production print should be a relief to the market. "However Q4-FY25 realised pricing and FY26 cost guidance may disappoint." #stockinfocus #XJO #equities #investing"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1947817057179091047) 2025-07-23 00:32:29 UTC 8850 followers, 1165 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](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1944526097208795372) 2025-07-13 22:35:23 UTC 8851 followers, 1626 engagements


"Macquarie: "We expect the bank sector to underperform as macroeconomic fundamentals realign with valuations. "Our econometric model indicates that while the macro backdrop remains broadly favourable it currently signals a potential 15%+ underperformance. "In particular moderating labour market strength and stretched housing affordability are likely to remain key headwinds. "Despite rate cuts offering some upside for housing sentiment and credit growth increased margin pressures are likely to offset these benefits. "The sector's recent outperformance appears increasingly unsustainable and we"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1948254285143351385) 2025-07-24 05:29:53 UTC 8850 followers, XXX engagements


"#stockinfocus @FNArena $CSL #equities #investing #XJO"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1943143696234385621) 2025-07-10 03:02:13 UTC 8852 followers, 1701 engagements


"Negative operational momentum needs to stop before the market will revisit this #stock in earnest again. Global anti-immigration policies are clearly creating a challenging environment for what once seemed one of the most promising growth stories on the ASX $IEL #stocksinfocus #equities #investing #XJO"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1929727319503155634) 2025-06-03 02:30:20 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](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1934371156993495451) 2025-06-15 22:03:17 UTC 8853 followers, 4056 engagements


"As Bank of Queensland $BOQ releases financial result well below market expectations those brokers who'd warned about this and downgraded the stock in advance have been well and truly vindicated. They don't always get it right of course #investing #equities #banks #XJO #stocksinfocus"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1711890266876186951) 2023-10-10 23:43:39 UTC 8852 followers, 2205 engagements


"Citi: "Iron ore equities have experienced a strong rebound in risk appetite from March low levels. The risk-on trade reflects renewed interest in iron ore with China imports up despite weakening China steel production. "Citi remains cautious on this iron ore rebound; steel production cuts in China should favour steel pricing rather than iron ore pricing. "However for now the interest seems to lie with iron ore and its exposed equities. "We favour BHP in the big caps and CIA in the mid cap iron ore space. BHP for operational performance versus peers and CIA for leverage to higher grade iron"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1947779250259669199) 2025-07-22 22:02:15 UTC 8850 followers, XXX engagements


"My Weekly Insights this week zooms in the share market's extreme polarisation in favour of larger cap companies which is not new and neither has it been ASX-specific #investing #XJO #stocksinfocus #equities #allweatherman @FNArena"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1947851974248173707) 2025-07-23 02:51:14 UTC 8850 followers, XXX engagements


"Telstra $TLS today closed at a XXX years high while Transurban $TCL reached X year high and companies including Carsales $CAR Nanosonics $NAN Wesfarmers $WES and Webjet #WEB are on 1-year highs. Bank of Queensland $BOQ and Brainchip $BRN are the opposites #XJO #stocksinfocus"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1651119779560800257) 2023-04-26 07:03:26 UTC 8853 followers, 3375 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](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1945241832889442315) 2025-07-15 21:59:28 UTC 8853 followers, 1306 engagements