# ![@Tze_C Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1135335337.png) @Tze_C Tze-wei Chong 🇦🇺🧢

Tze-wei Chong 🇦🇺🧢 posts on X about $min, $dyl, $tyr, $pls the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1135335337/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1135335337/c:line/m:interactions.svg)

- [--] Week [-----] -13%
- [--] Month [------] +21%
- [--] Months [-------] +124%
- [--] Year [-------] +461%

### Mentions: [--] [#](/creator/twitter::1135335337/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1135335337/c:line/m:posts_active.svg)

- [--] Month [--] -53%
- [--] Months [---] +69%
- [--] Year [---] +298%

### Followers: [-----] [#](/creator/twitter::1135335337/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1135335337/c:line/m:followers.svg)

- [--] Week [-----] +0.66%
- [--] Month [-----] +1.50%
- [--] Months [-----] +10%
- [--] Year [-----] +24%

### CreatorRank: [---------] [#](/creator/twitter::1135335337/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1135335337/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  [finance](/list/finance)  [stocks](/list/stocks)  [countries](/list/countries)  [currencies](/list/currencies)  [automotive brands](/list/automotive-brands)  [technology brands](/list/technology-brands)  [premier league](/list/premier-league)  [luxury brands](/list/luxury-brands)  [formula 1](/list/formula-1) 

**Social topic influence**
[$min](/topic/$min) #7, [$dyl](/topic/$dyl), [$tyr](/topic/$tyr), [$pls](/topic/$pls), [$wtc](/topic/$wtc) #12, [$wbt](/topic/$wbt), [$pdn](/topic/$pdn), [$inr](/topic/$inr), [$eur](/topic/$eur), [$boe](/topic/$boe)

**Top accounts mentioned or mentioned by**
[@ryutay](/creator/undefined) [@blshigh](/creator/undefined) [@toy59496](/creator/undefined) [@sniffrocks](/creator/undefined) [@twinturboce1ica](/creator/undefined) [@polestarcars](/creator/undefined) [@manutd](/creator/undefined) [@invertthewing](/creator/undefined) [@tonysage7237](/creator/undefined) [@asxpeasant](/creator/undefined) [@stardestr0yer](/creator/undefined) [@carlcapolingua](/creator/undefined) [@danielricciardo](/creator/undefined) [@elonmusk](/creator/undefined) [@stokdog](/creator/undefined) [@ademozirmak](/creator/undefined) [@thrillhousecap](/creator/undefined) [@cyclopstrader](/creator/undefined) [@filapek](/creator/undefined) [@spursofficial](/creator/undefined)

**Top assets mentioned**
[Minswap (MIN)](/topic/$min) [Pulsechain (PLS)](/topic/$pls) [Infinity Natural Resources, Inc (INR)](/topic/$inr) [APX (APX)](/topic/$apx) [Honda Motor Co., Ltd. (HMC)](/topic/$hmc) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Carlisle Companies, Inc. (CSL)](/topic/$csl) [NovaDEX (NVX)](/topic/$nvx) [Nextracker Inc. (NXT)](/topic/$nxt) [Earth [--] Essence (ESS)](/topic/$ess) [ZipRecruiter, Inc. (ZIP)](/topic/$zip) [JAMES HARDIE INDUSTRIES plc. (JHX)](/topic/$jhx) [Bitgesell (BGL)](/topic/$bgl) [BHP Group Limited (BHP)](/topic/$bhp) [Automata (ATA)](/topic/$ata) [Signet Jewelers Limited (SIG)](/topic/$sig) [Cameco Corporation (CCJ)](/topic/$ccj) [WORTHINGTON INDUSTRIES, INC. COMMON SHARES (WOR)](/topic/$wor) [MYX Finance (MYX)](/topic/$myx) [CPUcoin (CPU)](/topic/$cpu) [Pentagon Games (PEN)](/topic/$pen) [Morgan Stanley (MS)](/topic/morgan-stanley) [Alliance Fan Token (ALL)](/topic/$all) [Vaulta (A)](/topic/$eos) [Amazy (AZY)](/topic/$azy) [Meritage Homes Corporation (MTH)](/topic/$mth) [CargoX (CXO)](/topic/$cxo) [Alien Base (ALB)](/topic/$alb) [Altura (ALU)](/topic/$alu) [Carvana Co. (CVNA)](/topic/$cvna)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$JHL and $MYQ announcement interesting. $13MM vs $150MM market cap with a targeted 1MM user sign up target. hmm"  
[X Link](https://x.com/Tze_C/status/1313973188447985664)  2020-10-07T22:43Z [----] followers, [--] engagements


"$MYQ #Myfiziq - Live demo of their product was impressive. Macro tick boxes: - 98% Accurate Remote health measurement - patented - B2B integration with health apps (insurers through to consumer health) - Driven management - Nasdaq listing too. Nice opp: vol / base found"  
[X Link](https://x.com/Tze_C/status/1319390588915994625)  2020-10-22T21:30Z [----] followers, [--] engagements


"@AdemOzirmak @MyFiziq @andyfullmetal @61Financial_AU @61Financial @stockswami @TheGladiatorHC @themarketherald @LGamblor @dannymohar Not sure why I was tagged on this. My fund holds at at the placement level and haven't sold - reality is there is enough noise in the market now that $MYQ needs some positive revenue momentum to push forward"  
[X Link](https://x.com/Tze_C/status/1320596040068689923)  2020-10-26T05:20Z [----] followers, [--] engagements


"$MYQ - large pop with volume. Like the technology application - have seen it live. Something seems to be up hmm. Held"  
[X Link](https://x.com/Tze_C/status/1358555193021845505)  2021-02-07T23:16Z [----] followers, [--] engagements


"$MYQ #Myfiziq - I was convinced after I saw a technology demonstration. They have had many T/S signed but this one with Tinjoy (China) looks significant. This agreement alone - 28MM customers targeting 1MM for first year = USD48M. HELD"  
[X Link](https://x.com/Tze_C/status/1362159954560311307)  2021-02-17T22:00Z [----] followers, [--] engagements


"Am late to the party on $EMN as have been distracted - Been hard to build a position since Friday but trade volumes increased today - EU location (per $TLG) - Key Battery input - optimises chemistry / cost - reduce nickel - Clean process - recycling of materials Unique play"  
[X Link](https://x.com/Tze_C/status/1364085627025641472)  2021-02-23T05:32Z [----] followers, [--] engagements


"Why have battery materials taken a hit Some have had large runs; also $TSLA SP. However note legislated ICE bans globally and EU being largest consumer of materials. Biggest NPV delta MT value opps today : $TLG $NVX $EMN"  
[X Link](https://x.com/Tze_C/status/1367685093939052551)  2021-03-05T03:55Z [----] followers, [--] engagements


"$EMN - came up post TSLA battery day last year given focus on using Manganese to reduce Nickel requirements in #EV batteries. EU located close to factory with green production loop. Nice run up over last [--] days; lets see it breaks [--] and brings [---] back on the cards"  
[X Link](https://x.com/Tze_C/status/1371969085345394689)  2021-03-16T23:38Z [----] followers, [--] engagements


"$UWL quiet achiever - outperformance now vs comps today. Acquisition target Could see a decent premium bid from here on out. 🤔. "  
[X Link](https://x.com/Tze_C/status/1395619041453121536)  2021-05-21T05:54Z [----] followers, [--] engagements


"$SLR - Safe "little" gold play making sense right now - position taken"  
[X Link](https://x.com/Tze_C/status/1397434663027675139)  2021-05-26T06:09Z [----] followers, [--] engagements


"$TLG - Unique battery graphite (naturally spherical - Greenest) resource due to EU location infrastructure. Nice MOU with associated entity of FOXCONN.👏 Nice natural partner to $NVX synthetic in a battery portfolio - HELD"  
[X Link](https://x.com/Tze_C/status/1460720541543718912)  2021-11-16T21:24Z [----] followers, [--] engagements


"$BSX - Current focus b/c of $WSA on Nickel - $BSX second tranche ready to go - Risk / reward given location and register (Ecopro) very attractive. Shaw extract below - Held -"  
[X Link](https://x.com/Tze_C/status/1471615822485327874)  2021-12-16T22:58Z [----] followers, [--] engagements


"$CTT - going to be interesting"  
[X Link](https://x.com/Tze_C/status/1489003678031769601)  2022-02-02T22:31Z [----] followers, [--] engagements


"@ThrillhouseCap $URNM is the right one to look at as $URA has ancillary in it - e.g. Gold or Mitsubishi etc"  
[X Link](https://x.com/Tze_C/status/1498772392574787588)  2022-03-01T21:29Z [----] followers, [--] engagements


"#ASX #Lithium - Always find it interesting to compare relative valuations. This space varies tremendously - particularly with recent "rockets" - not to say moves are unjustified. e.g $GL1 $LKE $CXO $GLN"  
[X Link](https://x.com/Tze_C/status/1506049053892616195)  2022-03-21T23:24Z [----] followers, [--] engagements


"$UWL - Market certainly pricing in a follow on bid. Cash flow machine will be attractive to Super funds IMHO"  
[X Link](https://x.com/Tze_C/status/1517302502688845825)  2022-04-22T00:41Z [----] followers, [--] engagements


"$ABB - drop today now 30X EV/EBITDA with growth coming from white label wholesale. Guess some calculators started working again. lol. (compare $UWL or even $SLC)"  
[X Link](https://x.com/Tze_C/status/1520930316642250752)  2022-05-02T00:56Z [----] followers, [--] engagements


"Volumes today on $INR $LKE $CXO $FFX $LTR $NMT $VUL over in #lithium land certainly of interest"  
[X Link](https://x.com/Tze_C/status/1531526421452951552)  2022-05-31T06:42Z [----] followers, [--] engagements


"@AIMhonesty @CelsiusNetwork @Mashinsky @SECGov @Tether_to If Tether were to fall that would be BTC 10K"  
[X Link](https://x.com/Tze_C/status/1536549210824224768)  2022-06-14T03:20Z [----] followers, [--] engagements


"$VMY x $DYL scheme meeting in a week. Expect this will be approved to create the next #u308 #uranium developer of scale. Value creation by increasing development certainty and lower financing risks 👍"  
[X Link](https://x.com/Tze_C/status/1546372995949547521)  2022-07-11T05:57Z [----] followers, [--] engagements


"$NVX - US ADR at $2.88 implied overnight. Entered yesterday for next bite given @potus focus on sector and $SYR loan approval. Friday roller-coaster - opps"  
[X Link](https://x.com/Tze_C/status/1552815852692520960)  2022-07-29T00:38Z [----] followers, [--] engagements


"$ACB #Uranium - rather than punting on an explorer a 365MT resource (let alone increasing grade by 1.5-2x) has got to be interesting at $100M EV"  
[X Link](https://x.com/Tze_C/status/1568084826812710912)  2022-09-09T03:52Z [----] followers, [--] engagements


"Expected #lithium to take a dip today given O/S sector moves overnight. However $AKE $PLS #lithium majors potential long opportunities shortly IMHO at these levels now"  
[X Link](https://x.com/Tze_C/status/1592326897245257728)  2022-11-15T01:21Z [----] followers, [--] engagements


"$VHM expect to be an interesting prospect 23+ with Ellison on board 10%. Shenghe offtake in place. Open disc: Held from Pre-IPO with further sub into IPO for us Chris Ellison-backed rare earths play VHM Limited locks in $256m float https://www.afr.com/street-talk/chris-ellison-backed-rare-earths-play-vhm-limited-locks-in-256m-float-20221121-p5bzy9 https://www.afr.com/street-talk/chris-ellison-backed-rare-earths-play-vhm-limited-locks-in-256m-float-20221121-p5bzy9"  
[X Link](https://x.com/Tze_C/status/1594804886264172544)  2022-11-21T21:28Z [----] followers, [--] engagements


"$CSL - positive move to upside - 4th time lucky for [----] Held"  
[X Link](https://x.com/Tze_C/status/1597458943345053696)  2022-11-29T05:14Z [----] followers, [--] engagements


"$ESS - $IGO t/o at 50CPS. Very mixed feelings as material upside there in resource. Will it be overbid 🤔"  
[X Link](https://x.com/Tze_C/status/1612215022100557824)  2023-01-08T22:29Z [----] followers, [----] engagements


"ASX #Lithium ann musings: - $AAJ: Interesting 👍 - $AZS: 20% inv by SQM 👍 - $BNR: more chips than Pringles 🤔 - $EFE: Dust 👎 - $EUR: 6% NPV 🤯🤣 - $RMI: Interesting - but access 🤔"  
[X Link](https://x.com/Tze_C/status/1612945750333485056)  2023-01-10T22:53Z [----] followers, [----] engagements


"$VHM - Good consolidation"  
[X Link](https://x.com/Tze_C/status/1613682016557625345)  2023-01-12T23:39Z [----] followers, [---] engagements


"$ESS Bid price Gosh. interesting outcome given amount of Li cos out there. Exiting for higher IRR alternatives looks a poor idea now"  
[X Link](https://x.com/Tze_C/status/1615168920985690112)  2023-01-17T02:07Z [----] followers, [---] engagements


"$PLS - Nuggets from call: * Indicating that full year results may have an upgrade on previous FY23 guidance * Had some operational issues despite cash generation I am est. 25-30c dividend with only $90M cash tax payable this FY IMHO"  
[X Link](https://x.com/Tze_C/status/1616213086016524294)  2023-01-19T23:16Z [----] followers, [----] engagements


"$ESS Odey PLC on board at avg 51.3c 8%; $IGO must have had enough of them after their agitation at $WSA takeover too. Consider arb position at 50-51c🤔"  
[X Link](https://x.com/Tze_C/status/1623830884838412288)  2023-02-09T23:47Z [----] followers, [---] engagements


"$SYR - entry into ASX200 - expect that this should do better than $NVX did. Main issue is African regional issues however the US Govt grant was significant. Held - consider building🤔H H. "  
[X Link](https://x.com/Tze_C/status/1632522027327451136)  2023-03-05T23:22Z [----] followers, [---] engagements


"$FRC - First Republic. $63b non-interest bearing deposits to $8b Cash + Securities for sale a little concerning. Even if adding in hold-to-maturity bonds. 🤔"  
[X Link](https://x.com/Tze_C/status/1634523609703251968)  2023-03-11T11:56Z [----] followers, [----] engagements


"Two macro extremes long on close - $CSL and $WBT - Comfortable with these into FOMC"  
[X Link](https://x.com/Tze_C/status/1638408433878831105)  2023-03-22T05:13Z [----] followers, [---] engagements


"$LTR x $ALB - Earlier offers - leaky ship. Noting that LIOH / spod prices have held up - versus L Carbonate price. View that CATL needs to start re-propping prices again emerging"  
[X Link](https://x.com/Tze_C/status/1640488882725634049)  2023-03-27T23:00Z [----] followers, [---] engagements


"$VHM v $ARU - $VHM fallen off cliff significantly with DFS update today. $VHM Project economics significantly more attractive than $ARU (much earlier in project life - Capex $ achievable). Opp🤔"  
[X Link](https://x.com/Tze_C/status/1640508308502220803)  2023-03-28T00:17Z [----] followers, [---] engagements


"$ESS - M&A 101: [--]. $MIN must launch bid if increase s/h to 20% (with creep every [--] months) [--]. Min bid of 56c if launch within [--] months $ESS management now have to engage with $MIN etc - lets see how much $IGO etc want this"  
[X Link](https://x.com/Tze_C/status/1648863266511413253)  2023-04-20T01:36Z [----] followers, [----] engagements


"$PAA - Don't know enough about this yet re #cancer - however certainly interesting given apparent safe dosing in Ph 1"  
[X Link](https://x.com/Tze_C/status/1655720000316149761)  2023-05-08T23:43Z [----] followers, [---] engagements


"$QPM - Mooronbah Gas deal - can't see downside other than operational risks. Net $30M INFLOW + $80-120m debt from $IPL enough to fund well development of 240PJ reserves. Upside of gas security + rev from Gas sales and Peaking power sales"  
[X Link](https://x.com/Tze_C/status/1659061244865966080)  2023-05-18T04:59Z [---] followers, [----] engagements


"3 strategic investments of recent note in ASX #Lithium: - $LLL - by Gangfeng @ 81c (10%) - $ESS - by $MIN @ 52c (20%) - $GT1 by Samsung @ 92c (8%) Positions held in all"  
[X Link](https://x.com/Tze_C/status/1662970255608811520)  2023-05-28T23:53Z [----] followers, [---] engagements


"$ALU - opportunity with Chair resignation - Not sure if it changes much to the story"  
[X Link](https://x.com/Tze_C/status/1666661189076803584)  2023-06-08T04:19Z [----] followers, [---] engagements


"$ESS - Been good position build up. Now question of value exit timing. Did not expect a $DVP type transaction at all"  
[X Link](https://x.com/Tze_C/status/1675658024005009408)  2023-07-03T00:09Z [----] followers, [----] engagements


"$DVP x $ESS - ST vs LT view. The next $IGO 🤔"  
[X Link](https://x.com/Tze_C/status/1675672984504406016)  2023-07-03T01:09Z [---] followers, [----] engagements


"$ESS - now trading at effective 7% discount to $DVP at cap raise price of $3.20; Given $DVP raise (and maj s/h takeup) would prob expect $3.20+ i.e. Am more a $ESS buyer than seller at current levels"  
[X Link](https://x.com/Tze_C/status/1675696846914846721)  2023-07-03T02:43Z [----] followers, [---] engagements


"$FFX - had better distribute in-specie $LLL stock back to shareholders. Any cut price sale for a block stake should not be voted through"  
[X Link](https://x.com/Tze_C/status/1678197629832904706)  2023-07-10T00:21Z [----] followers, [----] engagements


"$MOB. ADS are 1:275. Closed on NDQ at US$2.82. So at FX [----] NDQ implied price is A$0.0153 on ASX. Currently trading at 4.3c"  
[X Link](https://x.com/Tze_C/status/1678596928454688768)  2023-07-11T02:47Z [----] followers, [----] engagements


"$MOB - Unfort no borrow was available - however ADS closed at $2.46. so A$0.0134. Community service as saw below text popped up somewhere. $MOB. ADS are 1:275. Closed on NDQ at US$2.82. So at FX [----] NDQ implied price is A$0.0153 on ASX. Currently trading at 4.3c. $MOB. ADS are 1:275. Closed on NDQ at US$2.82. So at FX [----] NDQ implied price is A$0.0153 on ASX. Currently trading at 4.3c"  
[X Link](https://x.com/Tze_C/status/1678912631590256641)  2023-07-11T23:42Z [----] followers, [---] engagements


"$ACB x $LOT merger That's a large resource base and near to market term too. Hopefully our $ACB position turns good"  
[X Link](https://x.com/Tze_C/status/1678916715550502912)  2023-07-11T23:58Z [---] followers, [----] engagements


"@asxpeasant Sorry capable of only quick thoughts TLG Good example of the time / pain in the background if wanting to move to PSG"  
[X Link](https://x.com/Tze_C/status/1678976038888706053)  2023-07-12T03:54Z [----] followers, [---] engagements


"$ACB x $LOT - Merger makes alot of sense but for all the reasons why $LOT likes the project - it is a massive undersell for $ACB on EV/Resource"  
[X Link](https://x.com/Tze_C/status/1679289938532245504)  2023-07-13T00:41Z [---] followers, [---] engagements


"$ATA - One for the value+growth portfolios - Nice results. Held Margins / Growth vs comps Multiple re-rate opp"  
[X Link](https://x.com/Tze_C/status/1685816014003691520)  2023-08-02T19:22Z [---] followers, [---] engagements


"@StarDestr0yer $ATA - won't see this many places"  
[X Link](https://x.com/Tze_C/status/1686595926394339328)  2023-08-02T04:32Z [----] followers, [---] engagements


"Rotation of #lithium to #uranium bc of China demand falling over last week - positive $ outcomes so far"  
[X Link](https://x.com/Tze_C/status/1689832491887321088)  2023-08-11T02:53Z [---] followers, [---] engagements


"$CSL - Actual FY23 down $15M post FX vs the $75M hit expected from last. Could see a rebase here"  
[X Link](https://x.com/Tze_C/status/1691237505985916929)  2023-08-14T23:56Z [---] followers, [---] engagements


"$CPU - 🤔 FY24 management forecast US116CPS. or US$700M NPAT. 15x forward P/E (historically 17x) would be A$26-$27 FX rate pending With a $750M buyback as well could see a bounce once initial reactions are through"  
[X Link](https://x.com/Tze_C/status/1691604995035259067)  2023-08-16T00:17Z [---] followers, [---] engagements


"$CPU - Positioned long - lets see where it goes - Analysts generally agree $CPU - 🤔 FY24 management forecast US116CPS. or US$700M NPAT. 15x forward P/E (historically 17x) would be A$26-$27 FX rate pending With a $750M buyback as well could see a bounce once initial reactions are through https://t.co/3BWQOy3BEL $CPU - 🤔 FY24 management forecast US116CPS. or US$700M NPAT. 15x forward P/E (historically 17x) would be A$26-$27 FX rate pending With a $750M buyback as well could see a bounce once initial reactions are through https://t.co/3BWQOy3BEL"  
[X Link](https://x.com/Tze_C/status/1691963029154599031)  2023-08-16T23:59Z [----] followers, [---] engagements


"Canadian Lithium has been focused on Quebec - now with Ontario local govt pushing development - expecting interesting things. $GT1 (with LG LAC) Root and Seymour (Held) $CRR Mavis Lake $BM8 $PAT etc 🤔"  
[X Link](https://x.com/Tze_C/status/1693410003686940753)  2023-08-20T23:49Z [---] followers, [---] engagements


"$DTL - EPS 8% miss to consensus hence the move down. but is $ATA still better value (Held) (though liquidity poor)"  
[X Link](https://x.com/Tze_C/status/1693851696575963204)  2023-08-22T05:04Z [---] followers, [---] engagements


"$NXT - Datacenter macro required for cloud etc - 20%+ utilisation is significant (Held)"  
[X Link](https://x.com/Tze_C/status/1694160756034732074)  2023-08-23T01:32Z [----] followers, [----] engagements


"$NVDA - 141% increase of Data centre revenues - $NXT directly linked (Held) - Several AI adjacencies to play out over years (including in non-tech - e.g. higher labour % businesses) $NXT - Datacenter macro required for cloud etc - 20%+ utilisation is significant (Held) https://t.co/6fLVcCpopq $NXT - Datacenter macro required for cloud etc - 20%+ utilisation is significant (Held) https://t.co/6fLVcCpopq"  
[X Link](https://x.com/Tze_C/status/1694489773497520257)  2023-08-23T23:20Z [----] followers, [---] engagements


"$ATA *Held $DTL - EBIT% - 9% vs 2% - Rev Growth - 33% (18% organic) vs 16% - EBIT Growth - 34% vs 19% - EV/EBIT - 10x vs 14x Only issue is relative liquidity - Hmm"  
[X Link](https://x.com/Tze_C/status/1697032535983931811)  2023-08-30T23:44Z [---] followers, [---] engagements


"ASX100/200 rebalance - opens up interesting movements into then 👍 $WBT $LTR $NEU $DTL etc 🍻"  
[X Link](https://x.com/Tze_C/status/1697512426189775073)  2023-09-01T07:31Z [----] followers, [----] engagements


"#uranium - equity prices moving as expected given rebase of spot $60. Namibia gift horse on [--] May was superb. ✅Scale positions in $DYL $PDN performing well (though trimmed) Vic public holiday trade - $AGE giving sufficient liquidity"  
[X Link](https://x.com/Tze_C/status/1707558296297816330)  2023-09-29T00:49Z [---] followers, [--] engagements


"Interesting equity series out from UBS today - ASX focus:"  
[X Link](https://x.com/Tze_C/status/1709698736606335404)  2023-10-04T22:35Z [---] followers, [---] engagements


"@eadatt Gina with blocking stake unlikely to be bidding IMHO - will be playing the long game. $ALB - will be pushed by their bankers to extend DD who will be trying to get a deal over the line - no buy-no fee"  
[X Link](https://x.com/Tze_C/status/1712237242859884603)  2023-10-11T22:42Z [---] followers, [---] engagements


"$WOW - consistent with wholesale info - e.g. overstock of cattle etc with prices compressing by 60% over last X months. Now need salary inflation to also come off. no thanks to recent EBAs etc"  
[X Link](https://x.com/Tze_C/status/1716968331553751327)  2023-10-25T00:02Z [---] followers, [---] engagements


"$AZS - thanks SQM - $3.50 done. Now $PLS has to be an interesting target. pretty much same $ EV/Resource assuming $AZS at a gross 100MT resource. but defined and a producer. 🤔 $PLS - expecting a market trim down on this as certainly not an out-performance. FOB vs CIF cost increases interesting. $PLS - expecting a market trim down on this as certainly not an out-performance. FOB vs CIF cost increases interesting"  
[X Link](https://x.com/Tze_C/status/1717339589059457376)  2023-10-26T00:37Z [----] followers, [----] engagements


"China PMI vs Iron Ore futures certainly counter-intuitive. Expectation of monetary easing in China. (Red is green)"  
[X Link](https://x.com/Tze_C/status/1719548024928780564)  2023-11-01T02:52Z [---] followers, [---] engagements


"$NVDA - +20% to street; dampener is restriction on China exports until export compliant chip is ready. Bigger picture for rest of semi-conductor sector and AI is that we are almost past the tipping point for AI that the internet was when Google became mainstream"  
[X Link](https://x.com/Tze_C/status/1727131471083962794)  2023-11-22T01:06Z [---] followers, [---] engagements


"Someone recently asked who would be Aus winners from Ozeimpic - I jokingly said Hungry Jacks. $RMD looking interesting enough post reaction - position taken"  
[X Link](https://x.com/Tze_C/status/1730089574721069383)  2023-11-30T05:01Z [---] followers, [---] engagements


"$MNS - Just had a look at the credit default from 10/11 - Unbelievable that this traded up following that time and that the release today was not marked as price sensitive. 💩"  
[X Link](https://x.com/Tze_C/status/1730455793642934634)  2023-12-01T05:16Z [---] followers, [---] engagements


"@CarlCapolingua They would be in TH already if so"  
[X Link](https://x.com/Tze_C/status/1732178053210702286)  2023-12-05T23:20Z [----] followers, [---] engagements


"$ZIP - an oldie. $22M volume +25% . simply bc its EBTDA positive"  
[X Link](https://x.com/anyuser/status/1732625564308258831)  2023-12-07T04:58Z [--] followers, [---] engagements


"@rich_energy @lance_stroll @danielricciardo Which AI image generator was used for this An array of F1 cars - wouldn't even fit. 💩"  
[X Link](https://x.com/Tze_C/status/1732908632726286790)  2023-12-07T23:43Z [---] followers, [----] engagements


"$SIG - will be interesting to see valuation vs traders today 👍"  
[X Link](https://x.com/Tze_C/status/1734711430484504769)  2023-12-12T23:06Z [---] followers, [---] engagements


"@Cyclops_Trader $DYL has Mulga Rock ex $VMY which is the last actual permitted WA project which has cleared all hurdles"  
[X Link](https://x.com/Tze_C/status/1734810482413072712)  2023-12-13T05:40Z [----] followers, [---] engagements


"$LTR - so Gina on the phone to $ALB: "Sorry for getting in the way. LCE prices down. let's get it on together"☺"  
[X Link](https://x.com/Tze_C/status/1736947343369605345)  2023-12-19T03:11Z [---] followers, [---] engagements


"US Chip equities extension. MT/LT opportunities in $WBT continue given country agnostic etc. $ALU might see compression given continued CN issues"  
[X Link](https://x.com/Tze_C/status/1737977117730799925)  2023-12-21T23:23Z [----] followers, [---] engagements


"@TwinTurboCe1ica If $PLS is struggling - $CXO would be"  
[X Link](https://x.com/Tze_C/status/1737980123255865619)  2023-12-21T23:35Z [---] followers, [---] engagements


"$DYL - Short build on on Dec 5; then Dec 15-21; Moving to be 10-20% underwater. Will be rather interesting here if this pushes to $1.40 levels"  
[X Link](https://x.com/Tze_C/status/1742713547149414445)  2024-01-04T01:04Z [---] followers, [---] engagements


"$RMD and $CIA - acting like speculative small caps. January 👍"  
[X Link](https://x.com/anyuser/status/1744559821939192124)  2024-01-09T03:20Z [--] followers, [---] engagements


"Eyes out on Brent prices given conflicts - Trading Long position taken on $KAR. #uranium thesis sound; timing for #lithium tbc. Potato chips $ALU looking interesting. Back to hols weekend 👍"  
[X Link](https://x.com/Tze_C/status/1745682159694999772)  2024-01-12T05:40Z [----] followers, [----] engagements


"Notice I had this pinned #uranium comp set shared from earlier probably worth understanding this and jurisdictional dynamics if more than just punting. #Uranium #ASX - our comp table updated for yesterday's close - DYOA and feel free to DM if there are errors https://t.co/zzUFc78dVy #Uranium #ASX - our comp table updated for yesterday's close - DYOA and feel free to DM if there are errors https://t.co/zzUFc78dVy"  
[X Link](https://x.com/Tze_C/status/1746501261078499600)  2024-01-14T11:55Z [---] followers, [---] engagements


"$DEV - NT Uranium - Alligator river area with proper grades in a mineable jurisdiction. T Goyder special. Perhaps the opportunity in the #uranium space going under the radar if already full on $DYL $PDN $BMN $BOE etc"  
[X Link](https://x.com/anyuser/status/1746715989264543910)  2024-01-15T02:08Z [--] followers, [----] engagements


"@agroasx Haven't seen this much pre-IPO social media marketing for a while"  
[X Link](https://x.com/Tze_C/status/1746716589142200562)  2024-01-15T02:11Z [---] followers, [---] engagements


"#uranium physically in Oz. Focus on actionable risk/reward: WA: - $DYL - Mulga Rock - only valid permitted mine - $TOE - Lapsed - $CCJ - Lapsed - $CXU $I88 $EME - Not permitted NT: - $ERA - Decomm - $AGE $DYL $DEV $EPM - Alligator - $EME SA: - $BOE $AGE $ARE $ADD $MEU $DEV - NT Uranium - Alligator river area with proper grades in a mineable jurisdiction. T Goyder special. Perhaps the opportunity in the #uranium space going under the radar if already full on $DYL $PDN $BMN $BOE etc. $DEV - NT Uranium - Alligator river area with proper grades in a mineable jurisdiction. T Goyder special."  
[X Link](https://x.com/Tze_C/status/1747029070708445360)  2024-01-15T22:52Z [----] followers, [----] engagements


"$ERA - Absolutely amazing +18% - For a non-producing #uranium asset that is in rehabilitation and that will be materially over budget from the $1.6-2.2BN range. 💩"  
[X Link](https://x.com/Tze_C/status/1747071796636233929)  2024-01-16T01:42Z [---] followers, [----] engagements


"$ATA - Lack of liquidity a killer. A shame really given its business vs $DTL. All positions exited given higher IRR opportunities"  
[X Link](https://x.com/Tze_C/status/1749568400177979810)  2024-01-22T23:03Z [---] followers, [---] engagements


"$APX is in the top [--] strategic BOD/Chair fails I think in the last decade. To be an industry leader and not clearly understand SWOT is baffling. Morgan Stanley asks if it has a terminal value. good question"  
[X Link](https://x.com/Tze_C/status/1749914709577609437)  2024-01-23T21:59Z [---] followers, [---] engagements


"US election dynamics always interesting. 74% of Republicans support Trump; however the question is the % of non-registered who would support him. Feels like the Dems have the ball if Trump is the nominee and would get the lay-up if they nominate someone who is NOT Biden"  
[X Link](https://x.com/Tze_C/status/1750024563604459992)  2024-01-24T05:15Z [---] followers, [---] engagements


"@BLSHigh @Filapek @robbinhood692 @Mathan_Soma $RMD has been a simple long from low $20s"  
[X Link](https://x.com/Tze_C/status/1750271274037956685)  2024-01-24T21:36Z [---] followers, [---] engagements


"#uranium $AEE funding - 11% fees for pre-funding notional [--] months ahead of option expiry - i.e. 25%+ annualised cost. Lind/Rinehart deal - what could go wrong"  
[X Link](https://x.com/Tze_C/status/1750302089937637785)  2024-01-24T23:38Z [---] followers, [---] engagements


"#uranium vs #lithium - $PDN vs $LTR debt arranging is interesting. $PDN without any pricing covenants etc. Whilst uranium looks like a new bull market - it is a known quantity with longer tail dynamics vs lithium"  
[X Link](https://x.com/Tze_C/status/1750317061317013899)  2024-01-25T00:38Z [---] followers, [---] engagements


"#uranium long into $CCJ Cameco reporting post $KAP is a no-brainer Brain continues restart for [----]. #Uranium - continues to be long position - however volatility provide opportunity for trades too. Brain continues restart for [----]. #Uranium - continues to be long position - however volatility provide opportunity for trades too"  
[X Link](https://x.com/Tze_C/status/1753257565054816693)  2024-02-02T03:22Z [----] followers, [---] engagements


"@Cyclops_Trader They missed [----] production which was already revised down in Sept. Will the market believe [----] production increase as guided"  
[X Link](https://x.com/Tze_C/status/1755569528346734989)  2024-02-08T12:29Z [---] followers, [--] engagements


"$CCO $CCJ - So as Uranium prices go up. Oops 💩"  
[X Link](https://x.com/Tze_C/status/1755576187836072197)  2024-02-08T12:55Z [----] followers, 54.5K engagements


"$CPU - solid results - could be interesting given interest rate recalibrations too"  
[X Link](https://x.com/Tze_C/status/1757539975602876793)  2024-02-13T22:59Z [----] followers, [---] engagements


"$4DS. Exec Chair exits 30% of holding last week after including "Advanced AI" in its press release despite its focus only on discrete storage. and now the market thinks it should move +10%. 💩"  
[X Link](https://x.com/Tze_C/status/1757575027065778364)  2024-02-14T01:18Z [---] followers, [---] engagements


"$ALU - good result. Other technology mover pick that will take some time is $WBT (Held) Eyes out on Brent prices given conflicts - Trading Long position taken on $KAR. #uranium thesis sound; timing for #lithium tbc. Potato chips $ALU looking interesting. Back to hols weekend 👍 Eyes out on Brent prices given conflicts - Trading Long position taken on $KAR. #uranium thesis sound; timing for #lithium tbc. Potato chips $ALU looking interesting. Back to hols weekend 👍"  
[X Link](https://x.com/Tze_C/status/1757903735748218977)  2024-02-14T23:04Z [----] followers, [---] engagements


"@SWC_1993 It is a fund manager so is consistent with the industry. Less concerned given the non-cash gain is upside generated via the $SIG CW deal etc"  
[X Link](https://x.com/Tze_C/status/1760059912447734177)  2024-02-20T21:52Z [----] followers, [--] engagements


"$APX trading up on M&A rumours. but what exactly would an acquirer be gaining"  
[X Link](https://x.com/Tze_C/status/1760090749058871554)  2024-02-20T23:55Z [----] followers, [---] engagements


"@Zanche_MV33 @Rao2405 @aditstappen Hot take. there is no Ford engine - it is a rebrand of RBR Powertrains (ex Honda)"  
[X Link](https://x.com/Tze_C/status/1764600036242137439)  2024-03-04T10:33Z [----] followers, [--] engagements


"#F1 #Horner So would Newey leave @redbullracing - Interesting excerpts from his book and his history with various personnel (1/2). Feels like RBR is no longer what they created"  
[X Link](https://x.com/Tze_C/status/1764775488877179123)  2024-03-04T22:10Z [----] followers, [---] engagements


"Helmut brought in Horner; DC brought in Newey. Newey x Horner relationship forged though what they created. Does it last"  
[X Link](https://x.com/Tze_C/status/1764775803940671612)  2024-03-04T22:11Z [----] followers, [---] engagements


"$LOT - been a silent machine. entered via $ACB acquisition"  
[X Link](https://x.com/Tze_C/status/1770277785116045706)  2024-03-20T02:34Z [----] followers, [---] engagements


"$LLC - restructuring value opp IMHO - Not yet Held"  
[X Link](https://x.com/Tze_C/status/1770602030496948531)  2024-03-21T00:03Z [---] followers, [---] engagements


"@autocar Polestar [--] - simply bc the interior packaging is superior and handling appears in par if not better than Macan"  
[X Link](https://x.com/Tze_C/status/1772491801498206660)  2024-03-26T05:12Z [---] followers, [--] engagements


"Funds flow out of $BOE into $PDN etc - risk / reward profile makes sense"  
[X Link](https://x.com/Tze_C/status/1777126349263495353)  2024-04-08T00:08Z [---] followers, [---] engagements


"$KAR - as profitable a position as it has been - exit confirmed with further production downgrades on Who Dat; re-enter once volatility washes through $2 IMHO"  
[X Link](https://x.com/Tze_C/status/1781114075004715092)  2024-04-19T00:14Z [---] followers, [---] engagements


"@Shane_O_D @completecar @PorscheGB @PorscheNewsroom @porschedublin Interior space packaging (space) and design/ quality vs Polestar 4"  
[X Link](https://x.com/Tze_C/status/1781798728418107410)  2024-04-20T21:34Z [----] followers, [---] engagements


"@CuriousPejjy lol Qatar has [--] personal income tax"  
[X Link](https://x.com/Tze_C/status/1784482504759767403)  2024-04-28T07:19Z [---] followers, [--] engagements


"@Tottenham_Feed Cuti as a [--] would be very interesting"  
[X Link](https://x.com/Tze_C/status/1785108561338728746)  2024-04-30T00:47Z [---] followers, [--] engagements


"@AlasdairGold Its only in the Premier League (ooh) that teams are good enough to exploit corner setup. he surely mustnt have faced this before in the Colonies (Sarcasm FFS) 🤦♂ Whiners the lot of you 😅"  
[X Link](https://x.com/Tze_C/status/1785874902714916926)  2024-05-02T03:32Z [---] followers, [--] engagements


"Next Budget. Australia does not need more hand outs for cost of living. A vicious inflationary cycle funded by a short-term sugar hit. Focus spending properly instead. Biggest red-flag potential for markets / RBA etc IMHO 🔴"  
[X Link](https://x.com/Tze_C/status/1788360144805568574)  2024-05-09T00:07Z [----] followers, [---] engagements


"@JonnyH3232 @SpursTalkShow @TheirishY @JacoCats Emm BC VDV is prob still a better CB with his pace and as Ange said they were not comfortable taking the injury risk playing VDV at LB at the time"  
[X Link](https://x.com/Tze_C/status/1790898842751344680)  2024-05-16T00:15Z [----] followers, [--] engagements


"@kevhillsy Hmm. The winning mentality in Tottenham's history was that it got back into Div [--] immediately after the farce then went on to win the FA Cup 👏. That's what's missing now. The victory in a rivalry would be to back yourselves to win the league next year"  
[X Link](https://x.com/Tze_C/status/1790947567779688487)  2024-05-16T03:29Z [----] followers, [--] engagements


"Didnt get a chance to watch any of this but what was that about Australia being a farmers league again @NUFC @SpursOfficial #ange Full-time in Melbourne. #GlobalFootballWeek // #NUFC https://t.co/JD9T5dacTj Full-time in Melbourne. #GlobalFootballWeek // #NUFC https://t.co/JD9T5dacTj"  
[X Link](https://x.com/Tze_C/status/1793940879633526792)  2024-05-24T09:43Z [----] followers, [---] engagements


"When are Polestar [--] test drive embargoes lifting @PolestarCars"  
[X Link](https://x.com/Tze_C/status/1794887463061934095)  2024-05-27T00:24Z [----] followers, [---] engagements


"@rickywinter @InvertTheWing I was there - and that wasn't the story of the game. this whole through on goal nonsense typically is sorted by offside positioning; and even then the friendly was due to poor keeping and LB positioning. Royal is average"  
[X Link](https://x.com/Tze_C/status/1794898029302170077)  2024-05-27T01:06Z [----] followers, [---] engagements


"Side hobby: New [-----] Porsche - 60HP for 50KG ❌ But. is a good upgrade for torque fill given that emissions have driven the base range into a Turbo flat-6. Keep it away from the GT series though 🙏"  
[X Link](https://x.com/Tze_C/status/1795591460152381832)  2024-05-28T23:02Z [----] followers, [---] engagements


"@adamcooperF1 @danielricciardo JV has been spouting punditry nonsense for too long lost all respect for him when he threw his toys out of the pram when Button came in"  
[X Link](https://x.com/Tze_C/status/1799570282400846318)  2024-06-08T22:32Z [----] followers, [---] engagements


"#uranium spot down - low volume trades. US$2.7BN for domestic enrichment processing. limited direct winners - $SLX one of them here"  
[X Link](https://x.com/Tze_C/status/1800679245326459190)  2024-06-11T23:59Z [---] followers, [---] engagements


"@InvertTheWing Southgate is appalling"  
[X Link](https://x.com/Tze_C/status/1804010570569437263)  2024-06-21T04:36Z [----] followers, [--] engagements


"Luxury goods view from Bain is interesting. Difficult to project. $CTT - Q4FY24 looks pretty sorry etc. https://www.forbes.com/sites/pamdanziger/2024/06/20/innovation-needed-as-the-luxury-goods-market-stalls-in-2024/# https://www.forbes.com/sites/pamdanziger/2024/06/20/innovation-needed-as-the-luxury-goods-market-stalls-in-2024/#"  
[X Link](https://x.com/Tze_C/status/1805050371469148467)  2024-06-24T01:28Z [----] followers, [---] engagements


"@BLSHigh Mmmm $CCJ - so many things wrong with them tbh. starting with their contract book"  
[X Link](https://x.com/Tze_C/status/1805188208415883337)  2024-06-24T10:36Z [----] followers, [---] engagements


"@SussexTottenham Objectively - there is probably a 1% chance he would be. What a downgrade Poch etc would be"  
[X Link](https://x.com/Tze_C/status/1815929101854859609)  2024-07-24T01:56Z [----] followers, [--] engagements


"$ARU - Placement tempting at 16c. however there still is a $800m equity hole to fill thereafter"  
[X Link](https://x.com/Tze_C/status/1816009537104798128)  2024-07-24T07:16Z [----] followers, [---] engagements


"$APX. unbelievable. [--] quarters of apparent revenue growth. Still CF negative. what have they actually developed"  
[X Link](https://x.com/Tze_C/status/1818460047271227669)  2024-07-31T01:33Z [----] followers, [---] engagements


"$HMC - Back above $8 - Further diversification since May too $HMC - Blow out results - Superb team 👏; 40cps EPS forecast well above consensus and guidance. (Held) https://t.co/spzHn2dfZm $HMC - Blow out results - Superb team 👏; 40cps EPS forecast well above consensus and guidance. (Held) https://t.co/spzHn2dfZm"  
[X Link](https://x.com/Tze_C/status/1818833813784740075)  2024-08-01T02:19Z [----] followers, [---] engagements


"$PLS and Aussie Super. Extended timeframes driving their investment decision"  
[X Link](https://x.com/Tze_C/status/1819151008561615088)  2024-08-01T23:19Z [----] followers, [---] engagements


"Seen a couple of macro posts re the downfall of the #uranium sector. Confluence of the $KAP report and risk-off recession probably needs to be understood in context of: a) min change in spot/LT prices; b) $KAP not increasing '24 sales vols; c) $KAP still with '25 issues"  
[X Link](https://x.com/Tze_C/status/1819243828827902331)  2024-08-02T05:28Z [----] followers, [---] engagements


"I look at $NXT and then $APX +10% today and the visual I have is somehow a floating turd"  
[X Link](https://x.com/Tze_C/status/1820681840099012935)  2024-08-06T04:42Z [----] followers, [---] engagements


"@OwKxy7 @ctall001 lol look at conte now at Napoli already bitching and whining. Last season was far from perfect but at least Ange got on with it and had good progress"  
[X Link](https://x.com/Tze_C/status/1823174639201448186)  2024-08-13T01:48Z [----] followers, [--] engagements


"@elonmusk per your spaces when referring to the good wins in Argentina https://apnews.com/article/argentina-inflation-economy-dollar-peso-black-market-libertarian-milei-d288baeae4410265bdef5e244b2c8e56 https://apnews.com/article/argentina-inflation-economy-dollar-peso-black-market-libertarian-milei-d288baeae4410265bdef5e244b2c8e56"  
[X Link](https://x.com/Tze_C/status/1823285522154078533)  2024-08-13T09:08Z [----] followers, [--] engagements


"Good positions over last few days - no particular order: $JHX $BGL $NXT $GQG $REA. Reporting season no real need to front run unless clear"  
[X Link](https://x.com/Tze_C/status/1823556527720161533)  2024-08-14T03:05Z [----] followers, [---] engagements


"$LRS. 19c implied bid. $PLS script bid thinking that their paper is overvalued relative to $LRS Crazies buying at 18c right now"  
[X Link](https://x.com/Tze_C/status/1823877920500371604)  2024-08-15T00:22Z [----] followers, [---] engagements


"@LastWordOnSpurs Bergvall was more forward thinking in bypassing Barcelona"  
[X Link](https://x.com/Tze_C/status/1823888413743092147)  2024-08-15T01:04Z [----] followers, [---] engagements


"$BGL retrace not unexpected - but with volume contraction now looking for move to cap raise price. Good positions over last few days - no particular order: $JHX $BGL $NXT $GQG $REA. Reporting season no real need to front run unless clear. Good positions over last few days - no particular order: $JHX $BGL $NXT $GQG $REA. Reporting season no real need to front run unless clear"  
[X Link](https://x.com/Tze_C/status/1823980024581742667)  2024-08-15T07:08Z [----] followers, [---] engagements


"$JHX - +6% - that's more as expected. Good positions over last few days - no particular order: $JHX $BGL $NXT $GQG $REA. Reporting season no real need to front run unless clear. Good positions over last few days - no particular order: $JHX $BGL $NXT $GQG $REA. Reporting season no real need to front run unless clear"  
[X Link](https://x.com/Tze_C/status/1824264116976103655)  2024-08-16T01:57Z [---] followers, [---] engagements


"@paola_rojas Polestar 4"  
[X Link](https://x.com/Tze_C/status/1824312456937894280)  2024-08-16T05:09Z [----] followers, [--] engagements


"$IRE - why is the Deputy CFO reporting instead of the CFO"  
[X Link](https://x.com/Tze_C/status/1825325954711040436)  2024-08-19T00:16Z [----] followers, [---] engagements


"Am not a chart junkie however isn't that an inverse H&S on $BGL (Held) $BGL retrace not unexpected - but with volume contraction now looking for move to cap raise price. $BGL retrace not unexpected - but with volume contraction now looking for move to cap raise price"  
[X Link](https://x.com/Tze_C/status/1825326553464729819)  2024-08-19T00:18Z [----] followers, [---] engagements


"Interesting ASX consensus and reactions since results"  
[X Link](https://x.com/Tze_C/status/1825332180396159357)  2024-08-19T00:41Z [----] followers, [---] engagements


"$ERA fundies on a suicide mission. surely $RIO gets to the 90% compulsory acquisition threshold sooner than later https://www.afr.com/street-talk/energy-resources-of-australia-seeks-upwards-of-us210m-in-equity-raise-20240826-p5k59i https://www.afr.com/street-talk/energy-resources-of-australia-seeks-upwards-of-us210m-in-equity-raise-20240826-p5k59i"  
[X Link](https://x.com/Tze_C/status/1827849415425708150)  2024-08-25T23:23Z [----] followers, [---] engagements


"$ERA - Congrats to $RIO - $0.002c $ERA fundies on a suicide mission. surely $RIO gets to the 90% compulsory acquisition threshold sooner than later https://t.co/D5S2Fp3oRN $ERA fundies on a suicide mission. surely $RIO gets to the 90% compulsory acquisition threshold sooner than later https://t.co/D5S2Fp3oRN"  
[X Link](https://x.com/Tze_C/status/1828625407551381705)  2024-08-28T02:47Z [----] followers, [---] engagements


"@Tottenham_Talk Would be shocked given the days left on the window that Spurs would have another striker lined up on the off chance of a knockout bid where Richi has so far given no sign of having already agreed personal terms with another team 🤷♂"  
[X Link](https://x.com/Tze_C/status/1828649441051758911)  2024-08-28T04:22Z [----] followers, [--] engagements


"$CCX 15c last raise "  
[X Link](https://x.com/Tze_C/status/1828664453229109256)  2024-08-28T05:22Z [----] followers, [---] engagements


"$EML - so +$25M of revenue was increased interest income . what will that look like by FY25-26 given rates"  
[X Link](https://x.com/Tze_C/status/1828672834559951278)  2024-08-28T05:55Z [----] followers, [---] engagements


"@PolestarCars 🛑🤷♂ - wow. Sure a numbers guy from his CFO past at Mitsubishi and VW; but less than stellar recent history at Vinfast and Nikola. Lets see if he digs $PSNY up but at what compromise to the design led brand"  
[X Link](https://x.com/Tze_C/status/1828686925391368594)  2024-08-28T06:51Z [----] followers, [----] engagements


"@Mr_MertAkalp @PolestarCars Lets see if he can put in the operational rigour to get the company profitable but retain the design core. Battle against China Co EVs but how"  
[X Link](https://x.com/Tze_C/status/1828711879793082547)  2024-08-28T08:31Z [----] followers, [--] engagements


"@Mr_MertAkalp @PolestarCars Ownership matters little - Geely has been an excellent facilitator of the Volvo group. All the Trojan horse / Chinese car nonsense is just that. Volvo suffered under Ford and Tata ownership - Geely let it flourish under own design and development"  
[X Link](https://x.com/Tze_C/status/1828737667934380168)  2024-08-28T10:13Z [----] followers, [---] engagements


"$WOR - 2x month average volumes currently - about time after some consolidation for a +ve move; 11-12x EBITA. FY25 won't be as strong performing as FY24 - however solid margin improvement etc. (HELD)"  
[X Link](https://x.com/Tze_C/status/1828974999857967260)  2024-08-29T01:56Z [----] followers, [---] engagements


"@PolestarCars unbelievable. Replacing Missoni (outstanding designs) with Roemers ex head of design at VW and Audi - with claims to fame g7 golf a3 a6 q8 and etron. Going from one of the best designs of the modern era (not just evs) to the industry standard of boredom 🤮🛑"  
[X Link](https://x.com/Tze_C/status/1829653512650965374)  2024-08-30T22:52Z [----] followers, [--] engagements


"@MattP1Gallagher McLaren: Has all the data and has seen Piastris development and realises that Pr(PIANOR) is high by next season"  
[X Link](https://x.com/Tze_C/status/1830376925539504416)  2024-09-01T22:47Z [----] followers, [--] engagements


"$RHC - Hurry up and get acquired / bid for"  
[X Link](https://x.com/Tze_C/status/1830389368969966075)  2024-09-01T23:36Z [----] followers, [---] engagements


"$BGL - COGS significantly higher than expected for FY24. Exited accordingly this AM"  
[X Link](https://x.com/Tze_C/status/1830404755207901642)  2024-09-02T00:37Z [----] followers, [---] engagements


"$BGL - Macquarie claiming a 16% NPAT miss.More like 26% $75M vs $102M"  
[X Link](https://x.com/Tze_C/status/1830406461094318586)  2024-09-02T00:44Z [----] followers, [---] engagements


"@FabrizioRomano Why does Conte want an older Lukaku vs Osimhen"  
[X Link](https://x.com/Tze_C/status/1830487053139915188)  2024-09-02T06:04Z [----] followers, [--] engagements


"$APX - +5% what is going on on a day like today"  
[X Link](https://x.com/Tze_C/status/1831127272461635935)  2024-09-04T00:28Z [----] followers, [---] engagements


"@CarlCapolingua @BLSHigh $PLS at least had price visibility to Li crashing to rely on. good luck to #uranium shorts bc they dont have the same"  
[X Link](https://x.com/Tze_C/status/1831158279009128667)  2024-09-04T02:32Z [----] followers, [---] engagements


"$NXT - 7X opening volume. (HELD)"  
[X Link](https://x.com/Tze_C/status/1831484301508223156)  2024-09-05T00:07Z [----] followers, [---] engagements


"$MIN - leverage ratios not pretty. FY25 would need a structural reversal in China to provide a surprise - otherwise FY26. Expect an opp soon though"  
[X Link](https://x.com/Tze_C/status/1831529384509046789)  2024-09-05T03:06Z [----] followers, [---] engagements


"Truly a laugh that $NXT receives a speeding ticket for +10%; when others like $CTT $APX (yesterday) have just traded through"  
[X Link](https://x.com/Tze_C/status/1831531090835870028)  2024-09-05T03:13Z [----] followers, [---] engagements


"WTF - In District Melb at Docklands - Large Coffee w almond milk takeaway $7.40 👋"  
[X Link](https://x.com/Tze_C/status/1832637012396142697)  2024-09-08T04:28Z [----] followers, [---] engagements


"@hsiuchinchen095 And I thought the reason why I couldnt live in SG was the car prices 😅"  
[X Link](https://x.com/Tze_C/status/1832716180425228408)  2024-09-08T09:42Z [----] followers, [--] engagements


"$GQG - USD$1.3BN Net Inflows; 9% increase in Net Inflows. vs recent sell-off. $GQG - as expected - sell-side analysts continue to be bullish - but all about operating leverage. MQG with upgraded PT etc. https://t.co/1rnb5siwVH $GQG - as expected - sell-side analysts continue to be bullish - but all about operating leverage. MQG with upgraded PT etc. https://t.co/1rnb5siwVH"  
[X Link](https://x.com/Tze_C/status/1832923401926975692)  2024-09-08T23:26Z [----] followers, [---] engagements


"@Scuderiascoop Ferrari brings with it the organisation / company and history that is Ferrari. Newey brings the legacy that he built. The only thing that Ferrari brings vs Aston for [--] that cant be influenced by Newey is the engine. Newey betting on Honda Power Ferrari 💪"  
[X Link](https://x.com/Tze_C/status/1832959061807301015)  2024-09-09T01:47Z [----] followers, [---] engagements


"$AIM interested parties - So is Salter Bros selling down or not. (believe they are)"  
[X Link](https://x.com/Tze_C/status/1833374052817236465)  2024-09-10T05:16Z [---] followers, [---] engagements


"Apple Intelligence AI not coming to Europe in [----]. Apples take on privacy has a market - and an increasing one given security and privacy concerns. https://www.cnbc.com/2024/06/21/apple-ai-europe-dma-macos.html https://www.cnbc.com/2024/06/21/apple-ai-europe-dma-macos.html"  
[X Link](https://x.com/Tze_C/status/1833424191863095631)  2024-09-10T08:36Z [----] followers, [---] engagements


"@BernabeuNights Simple Stroll handed Newey the keys to decision manage the whole technical department; Ferrari wanted him to crack out his drawing board and limit his authority over the technical department"  
[X Link](https://x.com/Tze_C/status/1833690536697647570)  2024-09-11T02:14Z [----] followers, [--] engagements


"UBS views re #lithium surplus and spod pricing -"  
[X Link](https://x.com/Tze_C/status/1834107214984024100)  2024-09-12T05:50Z [----] followers, [---] engagements


"Aged care reforms - 2% retention of RAD is a material benefit for providers. $REG - $1.5bn FY24 balance that now +$30M for maint capex"  
[X Link](https://x.com/Tze_C/status/1834370514057568611)  2024-09-12T23:16Z [----] followers, [---] engagements


"@Scuderiascoop Ferrari. where WDCs go for HOPEFUL glory. As for Ferrari engine vs Honda engine - VTEC for the win😅"  
[X Link](https://x.com/Tze_C/status/1834440889680420934)  2024-09-13T03:56Z [----] followers, [---] engagements


"10 seconds in . Sainz drifts left and tires rub. Perez keeps going straight having had front wheel ahead of Sainz's rear wheel. racing incident but Sainz at fault here IMHO"  
[X Link](https://x.com/Tze_C/status/1835497397231006009)  2024-09-16T01:54Z [----] followers, [----] engagements


"@blanch8247726 @willskip26 @ben_bowman_ You have no idea"  
[X Link](https://x.com/Tze_C/status/1835974641183297557)  2024-09-17T09:30Z [----] followers, [--] engagements


"$APX go with the flow - but"  
[X Link](https://x.com/Tze_C/status/1836277641986609607)  2024-09-18T05:34Z [----] followers, [---] engagements


"Hmm $WBT - Weebit Nano - Suffering from Index and Regional issues. At some point this should prove up given industry need #reram (Held)"  
[X Link](https://x.com/Tze_C/status/1836570232808444245)  2024-09-19T00:57Z [----] followers, [---] engagements


"Aged care - much better clarity now following reforms. $REG today and: https://www.afr.com/street-talk/pep-bankers-up-for-aged-care-giant-opal-healthcare-lobs-bid-20240919-p5kbyl https://www.afr.com/street-talk/pep-bankers-up-for-aged-care-giant-opal-healthcare-lobs-bid-20240919-p5kbyl"  
[X Link](https://x.com/Tze_C/status/1836968629780238493)  2024-09-20T03:20Z [---] followers, [---] engagements


"@profspur Pragmatic football term coined by naturally conservative to the core English. Anything more attacking in philosophy is naive and risky. I think Risk/Reward is the correct measure - there are no absolutes"  
[X Link](https://x.com/Tze_C/status/1837313891640148120)  2024-09-21T02:12Z [----] followers, [--] engagements


"I am frankly shocked about all the Liam Lawson love. Achieved nothing in junior formulae - and everyone falling over themselves over [--] Singapore GP outing b/c of a bad day from Max. What a legend this guy is 🤩 @danielricciardo is your #F1DriverOfTheDay #F1 #SingaporeGP @salesforce https://t.co/v3erLOzJlb What a legend this guy is 🤩 @danielricciardo is your #F1DriverOfTheDay #F1 #SingaporeGP @salesforce https://t.co/v3erLOzJlb"  
[X Link](https://x.com/Tze_C/status/1838359593216544879)  2024-09-23T23:27Z [----] followers, [---] engagements


"#Uranium long positions currently (in no particular order) - $DYL $PDN $BMN $LOT $BOE $PEN $AGE"  
[X Link](https://x.com/Tze_C/status/1839167386437488808)  2024-09-26T04:57Z [---] followers, [----] engagements


"$MIN shorts - mmmm 😉"  
[X Link](https://x.com/Tze_C/status/1839484595596824845)  2024-09-27T01:57Z [----] followers, [---] engagements


"@autosport BS - he did well at Renault. And like many feel drivers struggled with a McLaren that never developed to his direction. Perhaps he should have done more I-racing to learn to drive without feel"  
[X Link](https://x.com/Tze_C/status/1839782315305906321)  2024-09-27T21:41Z [----] followers, [---] engagements


"$SIG - if Chemistwarehouse got away with just the enforceable undertakings that would be a pretty good coup. Market expecting more of a carve up I expect"  
[X Link](https://x.com/Tze_C/status/1840907738148429849)  2024-10-01T00:13Z [----] followers, [---] engagements


"Flying from Australia to Europe. choices of flightpaths currently of carriers: - Afghanistan (previously avoided) -- Northern Iran (some avoid) - Saudi -- Iraq -- Syria (QF now routing through Egypt) Threading a needle"  
[X Link](https://x.com/Tze_C/status/1841265080916443551)  2024-10-01T23:52Z [----] followers, [---] engagements


"$HMC divergence with $SIG doesn't really make alot of sense IMHO"  
[X Link](https://x.com/Tze_C/status/1841326081305120794)  2024-10-02T03:55Z [----] followers, [---] engagements


"$HMC - I wouldn't call its growth under the radar as such - but the capital recycling / fee generation model is 👍 (Held) https://www.afr.com/street-talk/di-pilla-s-hmc-buys-2b-global-switch-australia-preps-1b-data-centre-reit-20241002-p5kfa5 $HMC - Grinding higher. Valuation attractive for funds management model IMHO. Gets a little lost as sitting in Real Estate GICS classification - at least not a REIT now (Held) https://www.afr.com/street-talk/di-pilla-s-hmc-buys-2b-global-switch-australia-preps-1b-data-centre-reit-20241002-p5kfa5 $HMC - Grinding higher. Valuation attractive for funds"  
[X Link](https://x.com/Tze_C/status/1841990525022552313)  2024-10-03T23:55Z [----] followers, [---] engagements


"$HMC - good piece from Goldman. Strong move from REIT to now alternative asset manager. Reasonable P/E IMHO (Held) $HMC - I wouldn't call its growth under the radar as such - but the capital recycling / fee generation model is 👍 (Held) https://t.co/nhgyzJuE6g $HMC - I wouldn't call its growth under the radar as such - but the capital recycling / fee generation model is 👍 (Held) https://t.co/nhgyzJuE6g"  
[X Link](https://x.com/Tze_C/status/1843481825945235927)  2024-10-08T02:41Z [----] followers, [---] engagements


"$LTM X $RIO - US$5.85 Lid kept pretty quiet on that one"  
[X Link](https://x.com/Tze_C/status/1843894289514033192)  2024-10-09T06:00Z [----] followers, [---] engagements


"#nuclear - Microsoft Google now Amazon. Continue to remain invested in the uranium sector https://www.cnbc.com/2024/10/16/amazon-goes-nuclear-investing-more-than-500-million-to-develop-small-module-reactors.html https://www.cnbc.com/2024/10/16/amazon-goes-nuclear-investing-more-than-500-million-to-develop-small-module-reactors.html"  
[X Link](https://x.com/Tze_C/status/1846671856096760091)  2024-10-16T21:57Z [----] followers, [---] engagements


"$WOR energy services would be a beneficiary under expected energy policy under @realDonaldTrump - O&G Nuclear etc - Held Sydney-headquartered mining services firm Worley (#ASX: $WOR) has been chosen to build a small modular nuclear reactor for GE Hitachi Nuclear Energy in North America. https://t.co/6FvhG9Z7Fn @Worley_ECR #nuclear #northamerica #miningservices Sydney-headquartered mining services firm Worley (#ASX: $WOR) has been chosen to build a small modular nuclear reactor for GE Hitachi Nuclear Energy in North America. https://t.co/6FvhG9Z7Fn @Worley_ECR #nuclear #northamerica"  
[X Link](https://x.com/Tze_C/status/1854383535119069198)  2024-11-07T04:41Z [----] followers, [---] engagements


"$CPU - interest rate beneficiary - better outcome than expected (held) Volatilities in multiple directions across all sectors - many counterintuitive. hmm"  
[X Link](https://x.com/Tze_C/status/1854390068947165401)  2024-11-07T05:06Z [---] followers, [---] engagements


"@StanH2443 Yields popping - Elon is going to have a crap load of cutting to compensate for the monetary easing proposed by Trump"  
[X Link](https://x.com/Tze_C/status/1854432741812838569)  2024-11-07T07:56Z [----] followers, [--] engagements


"@profspur This is the pompous discrimination that every Aussie football professional has faced. Yes our country doesnt invest enough in the sport or have the public care outside of world cups. That as background speaks volumes as to what Ange has achieved IMHO"  
[X Link](https://x.com/Tze_C/status/1855817807742533867)  2024-11-11T03:40Z [----] followers, [--] engagements


"@elonmusk Why dont you push for compulsory voting and more efficient voting systems - cant believe the leaders of the free world are so democratically backwards 🤷♂"  
[X Link](https://x.com/Tze_C/status/1855898548715327734)  2024-11-11T09:01Z [----] followers, [--] engagements


"$HMC - Outstanding business growth - Progression from REIT -- Capital light asset manager. 👏 (Held) This did exceptionally well for $HMC headstock shareholders who received $HDN and a sum-total re-rate. $HMC presentations indicate another spin-out is coming so expect further benefit. Disc: HELD This did exceptionally well for $HMC headstock shareholders who received $HDN and a sum-total re-rate. $HMC presentations indicate another spin-out is coming so expect further benefit. Disc: HELD"  
[X Link](https://x.com/Tze_C/status/1857295872327057709)  2024-11-15T05:33Z [----] followers, [---] engagements


"@RWMaloneMD More like coordinated with new administration; easy good guy/bad guy - positioning Ukraine better for the upcoming negotiations"  
[X Link](https://x.com/Tze_C/status/1859158268926382569)  2024-11-20T08:54Z [----] followers, [--] engagements


"$GQG - Adani exposure -1% FUM. Moving Long"  
[X Link](https://x.com/Tze_C/status/1859739829875126329)  2024-11-21T23:25Z [----] followers, [----] engagements

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