# ![@lukewinchester9 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::417591224.png) @lukewinchester9 Luke Winchester

Luke Winchester posts on X about stocks, $lbl, investment, acquisition the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::417591224/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::417591224/c:line/m:interactions.svg)

- [--] Week [-----] +435%
- [--] Month [------] +857%
- [--] Months [---------] +639%
- [--] Year [---------] +2,641%

### Mentions: [--] [#](/creator/twitter::417591224/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::417591224/c:line/m:posts_active.svg)

- [--] Month [--] no change
- [--] Months [---] +425%
- [--] Year [---] +323%

### Followers: [-----] [#](/creator/twitter::417591224/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::417591224/c:line/m:followers.svg)

- [--] Week [-----] +0.15%
- [--] Month [-----] +0.28%
- [--] Months [-----] +1.50%
- [--] Year [-----] +3.90%

### CreatorRank: [---------] [#](/creator/twitter::417591224/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::417591224/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  24.32% [cryptocurrencies](/list/cryptocurrencies)  14.41% [stocks](/list/stocks)  9.91% [technology brands](/list/technology-brands)  1.8% [travel destinations](/list/travel-destinations)  1.8% [countries](/list/countries)  0.9% [celebrities](/list/celebrities)  0.9% [social networks](/list/social-networks)  0.9% [currencies](/list/currencies)  0.9%

**Social topic influence**
[stocks](/topic/stocks) 4.5%, [$lbl](/topic/$lbl) 4.5%, [investment](/topic/investment) #3516, [acquisition](/topic/acquisition) 2.7%, [$ahcax](/topic/$ahcax) 1.8%, [$15m](/topic/$15m) 1.8%, [$pmeax](/topic/$pmeax) #3, [micro](/topic/micro) 1.8%, [in a](/topic/in-a) 1.8%, [$ahc](/topic/$ahc) 1.8%

**Top accounts mentioned or mentioned by**
[@merewethercap](/creator/undefined) [@claudedwalker](/creator/undefined) [@ausbiztv](/creator/undefined) [@cmicrocaps](/creator/undefined) [@zhanginu](/creator/undefined) [@alonzocthg](/creator/undefined) [@owenrask](/creator/undefined) [@stockswami](/creator/undefined) [@kurvy85](/creator/undefined) [@dmxasset](/creator/undefined) [@saintly96](/creator/undefined) [@ronshamgar](/creator/undefined) [@nadineblayney](/creator/undefined) [@arichlifeau](/creator/undefined) [@tomkinsoncap](/creator/undefined) [@markgardn](/creator/undefined) [@ryutay](/creator/undefined) [@mondyinvest](/creator/undefined) [@dznbkr](/creator/undefined) [@valuein72055855](/creator/undefined)

**Top assets mentioned**
[Floor & Decor Holdings, Inc. (FND)](/topic/$fnd) [Strategy (MSTR)](/topic/$mstr) [AIA Chain (AIA)](/topic/$aia) [Comtech Gold (CGO)](/topic/$cgo) [Humana Inc (HUM)](/topic/$hum) [Solo Brands, Inc. (DTC)](/topic/$dtc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Sperax (SPA)](/topic/$spa) [Snap, Inc. (SNAP)](/topic/$snap) [AFLAC Incorporated (AFL)](/topic/$afl) [3M Co (MMM)](/topic/$mmm) [Smart MFG (MFG)](/topic/$mfg) [APX (APX)](/topic/$apx) [Alcon Inc. Ordinary Shares (ALC)](/topic/$alc) [ResMed Inc. (RMD)](/topic/$rmd) [Komodo (KMD)](/topic/$kmd)
### Top Social Posts
Top posts by engagements in the last [--] hours

"A fantastic AGM trading update from core Fund holding $AHC.AX this morning. Historically has a 40/60 1H/2H earnings split leaving them on track for $19-20m EBITDA and $11-12m NPAT. $150m market cap with $15m cash definitely not expensive for the growth on offer"  
[X Link](https://x.com/lukewinchester9/status/1983392432281747603)  2025-10-29T04:36Z [----] followers, [----] engagements


"$PME.AX showing the real secret to long term generational success not diluting along the way. Plenty of micro and small cap management/boards could use a refresher on this slide:"  
[X Link](https://x.com/anyuser/status/1992738477855879529)  2025-11-23T23:34Z [----] followers, [----] engagements


"Honestly some of the best market spin I've seen in some time"  
[X Link](https://x.com/lukewinchester9/status/2016648410460524896)  2026-01-28T23:03Z [----] followers, [----] engagements


"AI won't kill SaaS as a business model. But it has killed the idea SaaS stocks can run infinity losses pay egregious SBC packages and earn a market premium multiple on the promise of profits at some point in the future. Which is a good thing"  
[X Link](https://x.com/lukewinchester9/status/2018908628376498428)  2026-02-04T04:45Z [----] followers, 13.7K engagements


"Geez that $MSTR call was a bit downbeat"  
[X Link](https://x.com/lukewinchester9/status/2019546669050937510)  2026-02-05T23:00Z [----] followers, [----] engagements


"Good to see the AFR staying right on top everything blowing up in the financial world:"  
[X Link](https://x.com/anyuser/status/2019551067860766912)  2026-02-05T23:17Z [----] followers, [----] engagements


"What a day to be a tech/growth investor"  
[X Link](https://x.com/lukewinchester9/status/2020638462937006270)  2026-02-08T23:18Z [----] followers, [----] engagements


"Love that Paul McKenzie just peaced out before these results"  
[X Link](https://x.com/lukewinchester9/status/2021327502321517034)  2026-02-10T20:56Z [----] followers, [---] engagements


"What is this"  
[X Link](https://x.com/lukewinchester9/status/2021353628624425099)  2026-02-10T22:40Z [----] followers, [----] engagements


"Apparently ASX companies can put bagholder quotes in presentations now"  
[X Link](https://x.com/lukewinchester9/status/2021353933785145551)  2026-02-10T22:41Z [----] followers, [----] engagements


"When we spent [--] mins on $PME.AX as Stock of the Day I knew this was going to be a good show Good banter on 'the call' with Claude Walker and Luke Winchester Get the small cap analyses and investing strategies ➡➡ https://t.co/xIZgUsPoNc #asx #smallcaps #BuyHoldSell #doublebuy https://t.co/xyekUKxGQO Good banter on 'the call' with Claude Walker and Luke Winchester Get the small cap analyses and investing strategies ➡➡ https://t.co/xIZgUsPoNc #asx #smallcaps #BuyHoldSell #doublebuy https://t.co/xyekUKxGQO"  
[X Link](https://x.com/lukewinchester9/status/2022437224948826328)  2026-02-13T22:26Z [----] followers, [----] engagements


"Who needs an XJO [----] hat when you have an $LBL 30c"  
[X Link](https://x.com/lukewinchester9/status/1238248492994367488)  2020-03-12T23:40Z [----] followers, [--] engagements


"Absolutely love $AIA doing a massive re-val despite the fact they have 5% capacity going through their properties Also please ignore everything below that"  
[X Link](https://x.com/lukewinchester9/status/1278906064100945920)  2020-07-03T04:19Z [----] followers, [--] engagements


"Goes to show luck more important that skill in markets hey @DznBkr Strawman user BkrDzn scoring some outstanding returns in a very tough environment. Check out their trades here: https://t.co/iXY2btmBZ4 #ASX https://t.co/Vjb1QO6H2N Strawman user BkrDzn scoring some outstanding returns in a very tough environment. Check out their trades here: https://t.co/iXY2btmBZ4 #ASX https://t.co/Vjb1QO6H2N"  
[X Link](https://x.com/lukewinchester9/status/1281053585451565057)  2020-07-09T02:32Z [----] followers, [--] engagements


"@stockswami Yeah I looked it into it. Not cheap"  
[X Link](https://x.com/lukewinchester9/status/1290795597218242560)  2020-08-04T23:43Z [----] followers, [--] engagements


"Me loading into an illiquid stock yesterday when it will likely be off 20% today"  
[X Link](https://x.com/lukewinchester9/status/1321564890528583680)  2020-10-28T21:29Z [----] followers, [--] engagements


"$RMC looking to get that fund manager multiple"  
[X Link](https://x.com/lukewinchester9/status/1327015486425423872)  2020-11-12T22:28Z [----] followers, [--] engagements


"@Alonzo_CTHG $ABV [--] years $CGO [--] year"  
[X Link](https://x.com/lukewinchester9/status/1364665250461544449)  2021-02-24T19:55Z [----] followers, [--] engagements


"How come $HUM doesn't mention their strategic partnership and investment in $DOU here for US BNPL expansion Almost as if management knows they won't be paid later on that buy"  
[X Link](https://x.com/lukewinchester9/status/1453131366388813824)  2021-10-26T22:48Z [----] followers, [--] engagements


"$DTC what a horrendous timeline of events"  
[X Link](https://x.com/lukewinchester9/status/1466164346363400195)  2021-12-01T21:56Z [----] followers, [--] engagements


"Google Trends suggests a bumper quarter coming up for $SPA. Not always accurate but a good guide"  
[X Link](https://x.com/lukewinchester9/status/1476046805104136195)  2021-12-29T04:25Z [----] followers, [--] engagements


"$MSV follows suit. Be very careful with fixed price contractors right now. I expect we will see more of these: $DCG https://t.co/Es2cpB2ssm Be very careful with fixed price contractors right now. I expect we will see more of these: $DCG https://t.co/Es2cpB2ssm"  
[X Link](https://x.com/lukewinchester9/status/1526334162529308672)  2022-05-16T22:49Z [----] followers, [--] engagements


"The aftermath of the $SNAP:"  
[X Link](https://x.com/lukewinchester9/status/1529231003382075392)  2022-05-24T22:40Z [----] followers, [--] engagements


"@ValueIn72055855 @OwenRask Few sneaky shots at $CLU as well. Good interview Owen"  
[X Link](https://x.com/lukewinchester9/status/1533899433037135872)  2022-06-06T19:51Z [----] followers, [--] engagements


"$AFL v $KPG battle inbound:"  
[X Link](https://x.com/lukewinchester9/status/1564140667294855168)  2022-08-29T06:39Z [----] followers, [--] engagements


"$SMX how it started vs how it ended:"  
[X Link](https://x.com/lukewinchester9/status/1620556332595286016)  2023-01-31T22:55Z [----] followers, [----] engagements


"I expect similar outcomes for $CBR and any others that try a SPAC getaway"  
[X Link](https://x.com/lukewinchester9/status/1620556496919732224)  2023-01-31T22:55Z [----] followers, [----] engagements


"Is $TSI raising for the third time in less than six months"  
[X Link](https://x.com/lukewinchester9/status/1677109169311342592)  2023-07-07T00:15Z [----] followers, [----] engagements


"Hate when companies make you do the legwork. $MMM downgrade from positive EBITDA to -$9m for those who couldn't be bothered"  
[X Link](https://x.com/lukewinchester9/status/1684487767206793222)  2023-07-27T08:55Z [----] followers, [----] engagements


"$NXD savaged and seems like an overreaction but worth keeping in mind the huge negative working capital cycle can unwind quickly when growth slows even temporarily"  
[X Link](https://x.com/lukewinchester9/status/1691973386145349958)  2023-08-17T00:41Z [----] followers, [----] engagements


"$IRE comments from last week ageing like milk: Is a special dividend enough to retain a stock on your portfolio Let's hear from @lukewinchester9 & @henryj007 on our stock of the day $MFG only on 'the call': https://t.co/ksf0966FE1 Don't forget to send through your stock suggestions #ausbiz #thecall #ASX200 https://t.co/QENiS7mNQZ Is a special dividend enough to retain a stock on your portfolio Let's hear from @lukewinchester9 & @henryj007 on our stock of the day $MFG only on 'the call': https://t.co/ksf0966FE1 Don't forget to send through your stock suggestions #ausbiz #thecall #ASX200"  
[X Link](https://x.com/lukewinchester9/status/1693440955096186888)  2023-08-21T01:52Z [----] followers, [----] engagements


"$AHC sneaking in a backlog update in their contract announcement this morning. Now $36.1m up 78% from the last update back in mid-Feb. Big revenue growth to come through over the next year or two"  
[X Link](https://x.com/lukewinchester9/status/1693441476230041940)  2023-08-21T01:54Z [----] followers, [----] engagements


"@Possumliving20 Commentary that $2.6m revenue is locked in already is positive if growth continues like that and we see more contracts with more districts the faith will grow"  
[X Link](https://x.com/lukewinchester9/status/1693897240576987280)  2023-08-22T08:05Z [----] followers, [---] engagements


"@Kurvy85 @MerewetherCap Very strong. Headline numbers were good in the face of Qld regulatory issues and Germany still sub-scale. 4Q was big for site adds so FY24 run-rate looks good and commentary on the call was they think they will hit their [----] site target before end of FY25 as originally guided"  
[X Link](https://x.com/lukewinchester9/status/1694247296027054233)  2023-08-23T07:16Z [----] followers, [--] engagements


"@Kurvy85 @MerewetherCap Wrote about the scale that will emerge using the unit economics of a single site. It won't be as clean as business will still be growing and have costs with that but investors will do well from here if EBITDA roughly doubles over next two years"  
[X Link](https://x.com/lukewinchester9/status/1694247839441043619)  2023-08-23T07:18Z [----] followers, [--] engagements


"$LBL those elusive Tech revenues just remain out of grasp"  
[X Link](https://x.com/lukewinchester9/status/1694494906826514601)  2023-08-23T23:40Z [----] followers, [----] engagements


"Found the two engineers behind $RKT's new innovative solution:"  
[X Link](https://x.com/lukewinchester9/status/1696648987653116327)  2023-08-29T22:20Z [----] followers, [--] engagements


"@CMicrocaps @MerewetherCap @DMXAsset @GroupWestferry $XRF $SPZ $LBL $RFT and $VYS all reported really well. For stuff we don't own I liked $EGL and $CXZ. Other than that a lot of companies with mixed reports but should see stronger FY24's like $AHC and $KME"  
[X Link](https://x.com/lukewinchester9/status/1698466030601805947)  2023-09-03T22:40Z [----] followers, [----] engagements


"@claudedwalker @davidhannan1963 Having investment discipline is important particularly when it keeps you aligned to your style/temperament. Agree with Claude though for most companies in my universe broker coverage is often more negative than positive"  
[X Link](https://x.com/lukewinchester9/status/1699216913174610081)  2023-09-06T00:24Z [----] followers, [---] engagements


"@OwenRask $LBL ticks all of your boxes"  
[X Link](https://x.com/lukewinchester9/status/1701371307089359307)  2023-09-11T23:05Z [----] followers, [----] engagements


"@CharlesM_Syd @claudedwalker @Saintly96 Different stock $XRF is XRF Scientific. But interesting I also own $XF1 so will look into that"  
[X Link](https://x.com/lukewinchester9/status/1706870662625956191)  2023-09-27T03:17Z [----] followers, [---] engagements


"My daughter nailed Wordle this morning. I've told her that pizza is not an optimal starting word but that persistence has really paid off"  
[X Link](https://x.com/lukewinchester9/status/1707930136774086875)  2023-09-30T01:27Z [----] followers, [----] engagements


"@RonShamgar But then you look at the size of the exec teams and rem packages and it all makes sense 😉"  
[X Link](https://x.com/lukewinchester9/status/1709129731336204789)  2023-10-03T08:54Z [----] followers, [---] engagements


"Geez ugly discount on the $AVJ raise"  
[X Link](https://x.com/lukewinchester9/status/1711882050956050448)  2023-10-10T23:11Z [----] followers, [----] engagements


"@ausbiztv @value_investing @LIStockDoctor Two of the best guests but only talking about mining stocks"  
[X Link](https://x.com/lukewinchester9/status/1714839716888289329)  2023-10-19T03:03Z [----] followers, [---] engagements


"$APX raise:"  
[X Link](https://x.com/lukewinchester9/status/1726721193070530587)  2023-11-20T21:56Z [----] followers, [----] engagements


"Not every day Kim Kardashian gets a mention on The Call but pearls are in fashion $ATP Here to round out the week on #thecall with @NadineBlayney are @lukewinchester9 from @MerewetherCap and @claudedwalker from @ARichLifeAu. They'll cover off: CAT $ALC $SLH AFG $ATP ARX $LBL $RFT $RMD $JAN Join us live on Friday from 12pm AEDT #ausbiz #SOTD #stockpicks https://t.co/W6si31fa35 Here to round out the week on #thecall with @NadineBlayney are @lukewinchester9 from @MerewetherCap and @claudedwalker from @ARichLifeAu. They'll cover off: CAT $ALC $SLH AFG $ATP ARX $LBL $RFT $RMD $JAN Join us live on"  
[X Link](https://x.com/lukewinchester9/status/1727923243770958162)  2023-11-24T05:32Z [----] followers, [----] engagements


"I really hope this doesn't become an announce-able development across ASX tech $ERD"  
[X Link](https://x.com/lukewinchester9/status/1729284440344731923)  2023-11-27T23:41Z [----] followers, [----] engagements


"@BillNovac I'd be careful extrapolating historical revenue growth as there was some cannibalization as they shifted to recurring revenue. I think 15-20% is more likely next couple of years"  
[X Link](https://x.com/lukewinchester9/status/1733042981689872879)  2023-12-08T08:36Z [----] followers, [--] engagements


"@stockswami Not sure I can match Lev's wallet sorry mate. Or his fashion sense either"  
[X Link](https://x.com/lukewinchester9/status/1735115966403826055)  2023-12-14T01:54Z [----] followers, [---] engagements


"@StockheadAU asked me to write a Christmas themed small caps article so I sent them this. https://stockhead.com.au/experts/for-die-hard-investors-lukes-trio-of-high-risk-small-caps-most-likely-to-survive-nakatomi-plaza-in-2024/ https://stockhead.com.au/experts/for-die-hard-investors-lukes-trio-of-high-risk-small-caps-most-likely-to-survive-nakatomi-plaza-in-2024/"  
[X Link](https://x.com/lukewinchester9/status/1737594947573039609)  2023-12-20T22:04Z [----] followers, [----] engagements


"@_max_wellth I demand a full citation for this tweet. Could be a few factors here but one I wouldn't overlook is $SPZ and possibly wider industry perhaps using a bit more discretion with marginal breaches knowing parliamentary review is ongoing"  
[X Link](https://x.com/lukewinchester9/status/1744503180866769305)  2024-01-08T23:35Z [----] followers, [---] engagements


"@zhanginu Maybe not on Twit but $DSE has plenty of sell side love"  
[X Link](https://x.com/lukewinchester9/status/1748248875453042813)  2024-01-19T07:39Z [----] followers, [---] engagements


"@zhanginu "All thats missing is revenue growth and then hopefully some operating leverage after that." Bro just described 90% of the micro cap market"  
[X Link](https://x.com/lukewinchester9/status/1750365661644349778)  2024-01-25T03:51Z [----] followers, [---] engagements


"@neke86_ @SeanRapley @claudedwalker I thought I handled $IBX pretty diplomatically"  
[X Link](https://x.com/lukewinchester9/status/1753573373165391933)  2024-02-03T00:17Z [----] followers, [---] engagements


"Posted without comment"  
[X Link](https://x.com/lukewinchester9/status/1754275774386016515)  2024-02-04T22:48Z [----] followers, [----] engagements


"Having one of your nanocaps get relieved of 4C reporting is like watching one of your kids go off to school for the first time. Bright eyed and bushy tailed with the world in front of them"  
[X Link](https://x.com/lukewinchester9/status/1755078629514694807)  2024-02-07T03:58Z [----] followers, [----] engagements


"@claudedwalker @OwenRask @lukedurbin Agree it's just accounting and the market should look through it only time you would lay criticism is if performance rights/options were tied to profitability metrics that now get a free kick. That's a general statement not aimed at $OCL"  
[X Link](https://x.com/lukewinchester9/status/1760452977373204818)  2024-02-21T23:54Z [----] followers, [---] engagements


"@eadatt Valuation looks silly but admittedly it wouldn't take too many years of 50%+ revenue growth at 90%+ gross margins to look cheap. No view on whether growth continues obviously same risk as $NAN"  
[X Link](https://x.com/lukewinchester9/status/1762299039091941634)  2024-02-27T02:10Z [----] followers, [---] engagements


"@myblocksapp Agree with all this but worth noting a strong seasonal skew to 2H for cash collection they will likely be CF+ for the FY (driven by working capital as you point out):"  
[X Link](https://x.com/lukewinchester9/status/1764895307589206447)  2024-03-05T06:06Z [----] followers, [--] engagements


"I was asked by @au_shareplicity to join the @ausbiztv Diamonds and Duds Presenter Series and chat through two stocks; one I thought was a diamond for investors the other a dud to be avoided"  
[X Link](https://x.com/lukewinchester9/status/1773196315033301019)  2024-03-28T03:52Z [----] followers, [----] engagements


"My diamond was $SDI a manufacturer of dental products that after getting through Covid headwinds is emerging on the other side with strong profit growth. On the other hand my dud was $SOM a business with a good product but I feel is struggling to find their go-to market"  
[X Link](https://x.com/lukewinchester9/status/1773196318023762358)  2024-03-28T03:52Z [----] followers, [---] engagements


"@ValorWealth They rely heavily on first time parents because it's the only time you justify paying the premium for new or top of the line stuff. For the second kid and beyond it's all second hand Facebook Marketplace"  
[X Link](https://x.com/lukewinchester9/status/1788398995645370760)  2024-05-09T02:42Z [----] followers, [---] engagements


"@TomkinsonCap Is 21x run-rating the CMI acquisition into FY25"  
[X Link](https://x.com/lukewinchester9/status/1795653946733973765)  2024-05-29T03:10Z [----] followers, [---] engagements


"@markgardn Cheers mate Love the deferred verdict on $SDI 😂"  
[X Link](https://x.com/lukewinchester9/status/1799009297063719123)  2024-06-07T09:23Z [----] followers, [---] engagements


"Great timing with a chat last week with @sage_simian and @NadineBlayney on $MTO after a very weak update today Both Ram and I were cautious on $MTO (and $KMD as stock of the day) given the feeling we weren't at the cyclical bottom yet for earnings. Catch up with Andrew Page (@sage_simian) and Luke Winchester (@lukewinchester9) as they dive deep into todays stocks on 'the call.' Watch here: https://t.co/loJbDqiazx $DRO $CXL $MTO $LV1 $IRI $EML $SHO $GYG $FDV $SDV $KMD #ausbiz #asx200 https://t.co/HqURbUk200 Catch up with Andrew Page (@sage_simian) and Luke Winchester (@lukewinchester9) as they"  
[X Link](https://x.com/lukewinchester9/status/1805018196468232664)  2024-06-23T23:20Z [----] followers, [----] engagements


"Today's update suggests 2H EBITDA $5m but as a retailer $MTO has significant D&A and a lofty interest bill from their floor financing which means a large NPAT loss. There will be a time to buy cyclical retailers but we need to see evidence of earnings bottoming first"  
[X Link](https://x.com/lukewinchester9/status/1805018651143369110)  2024-06-23T23:22Z [----] followers, [---] engagements


"@StarDestr0yer Not for a while will check it out"  
[X Link](https://x.com/lukewinchester9/status/1805094945356911006)  2024-06-24T04:25Z [----] followers, [---] engagements


"@growthgaugeAU Revenue growth holding up despite consumer weakness is actually impressive. But it all comes down to your point. Completely agree"  
[X Link](https://x.com/lukewinchester9/status/1805472460877578274)  2024-06-25T05:25Z [----] followers, [---] engagements


"@zhanginu Fourth great announcement from a portfolio company this month:"  
[X Link](https://x.com/lukewinchester9/status/1810099530240802946)  2024-07-07T23:52Z [----] followers, [---] engagements


"@OTcapital_ Business is cash flow generative with untapped $15m working capital facility. Profits are low but will scale very strongly with revenue growth. Valuation looks full to me here too but I've been around long enough to know not to get in front of business momentum like this"  
[X Link](https://x.com/lukewinchester9/status/1811541529288409564)  2024-07-11T23:22Z [----] followers, [---] engagements


"Interesting from $ABB with the new Buddy brand. It's notoriously hard to launch price focused brands in commodity businesses by definition you attract customers much more susceptible to churn as they shop around and pay attention to competition/promotions"  
[X Link](https://x.com/lukewinchester9/status/1812629209225044398)  2024-07-14T23:24Z [----] followers, [----] engagements


"Ironically $SYM (now owned by $ABB) tried to launch Pennytel in the mobile space with the same idea as a budget brand a few years ago which failed. Perhaps argument can be made some structural differences between NBN and mobile but I think same challenges apply"  
[X Link](https://x.com/lukewinchester9/status/1812629732489634262)  2024-07-14T23:26Z [----] followers, [----] engagements


"@markgardn @ausbiztv 😂"  
[X Link](https://x.com/lukewinchester9/status/1819172746666115518)  2024-08-02T00:45Z [----] followers, [--] engagements


"@hurdle_rate What is driving the gross margin uplift on declining revenue Shifting revenue mix is my guess but it's not explained well"  
[X Link](https://x.com/lukewinchester9/status/1823547245977010292)  2024-08-14T02:28Z [----] followers, [---] engagements


"@brockmccamley @TomkinsonCap What tailwind is this mate Covid spike in logistics demand"  
[X Link](https://x.com/lukewinchester9/status/1831419909869584432)  2024-09-04T19:51Z [----] followers, [---] engagements


"@jamesbozwell This is true though the data centre tailwind could last the better part of a decade if some are to be believed"  
[X Link](https://x.com/lukewinchester9/status/1833795113530900558)  2024-09-11T09:09Z [----] followers, [---] engagements


"@LD9918 Have to justify the ChatGPT subscription"  
[X Link](https://x.com/lukewinchester9/status/1836913021270258109)  2024-09-19T23:39Z [----] followers, [---] engagements


"@CMicrocaps Do you have ex-mining numbers mate"  
[X Link](https://x.com/lukewinchester9/status/1843459107908673888)  2024-10-08T01:11Z [----] followers, [---] engagements


"Should be a good chat with Mark and Gregg conditions have been vastly improved at the micro/small end of the market for a few months now so looking forward to chatting through the outlook and maybe an idea or two. I will host a Microcap Roundtable tomorrow Thursday Oct 10th at [--] pm with @lukewinchester9 from @MerewetherCap and Gregg Taylor from Salter Brothers. You can register for this Zoom webinar via the link below. https://t.co/QvMk0FFv6A I will host a Microcap Roundtable tomorrow Thursday Oct 10th at [--] pm with @lukewinchester9 from @MerewetherCap and Gregg Taylor from Salter Brothers."  
[X Link](https://x.com/lukewinchester9/status/1843902047768416527)  2024-10-09T06:31Z [----] followers, [----] engagements


"Stoked to announce the fine folk at Australian Microcap Investment Conference have invited me to be the keynote speaker at next weeks conference. Across next Tuesday 29th and Wednesday 30th at the Sofitel in Melbourne register through the link below: https://web.cvent.com/event/6351b9d9-cf0f-449a-9df0-9089b654ef50/summary https://web.cvent.com/event/6351b9d9-cf0f-449a-9df0-9089b654ef50/summary"  
[X Link](https://x.com/lukewinchester9/status/1848929045003800642)  2024-10-23T03:26Z [----] followers, [----] engagements


"It's been a tough few years in microcaps but with conditions definitely improving I am looking forward to sharing my thoughts but more importantly hearing from the [--] CEO's highlighting the investment cases for their businesses"  
[X Link](https://x.com/lukewinchester9/status/1848929048333869295)  2024-10-23T03:26Z [----] followers, [---] engagements


"$CYG update looks acceptable until you remember there is an acquisition in there"  
[X Link](https://x.com/lukewinchester9/status/1849567571890274557)  2024-10-24T21:44Z [----] followers, [----] engagements


"@ryu_tay @ausbiztv @ADawes73 Agree interested in the view of $PPE as well"  
[X Link](https://x.com/lukewinchester9/status/1862258087479955833)  2024-11-28T22:11Z [----] followers, [---] engagements


"I joined @CMicrocaps to discuss two holdings in the Inception Fund; Change Financial ($CCA) and Cleanspace Technology ($CSX). Both companies are EBITDA breakeven and guiding to 30% revenue growth in FY25 which should see strong operating leverage. https://www.youtube.com/watchv=5HmPTB0tSeo&list=LL&index=1&pp=gAQBiAQB https://www.youtube.com/watchv=5HmPTB0tSeo&list=LL&index=1&pp=gAQBiAQB"  
[X Link](https://x.com/lukewinchester9/status/1867370902046028030)  2024-12-13T00:48Z [----] followers, [----] engagements


"@Alonzo_CTHG Beard stays until XEC hits new high. Will be looking like this soon:"  
[X Link](https://x.com/lukewinchester9/status/1869187672365003189)  2024-12-18T01:07Z [----] followers, [---] engagements


"@atelicinvest Always good to see another $PRO.AX holder"  
[X Link](https://x.com/lukewinchester9/status/1878969651692220832)  2025-01-14T00:57Z [----] followers, [---] engagements


"@DMXAsset "This is an exercise that often leaves us with some egg on our face - with nano and micro-cap stocks it is difficult to predict when a re-rate may happen and what will drive it" Correct A good rule of thumb is to add 6-12 months to your expected timeframe though 😂"  
[X Link](https://x.com/lukewinchester9/status/1880002233817002405)  2025-01-16T21:20Z [----] followers, [---] engagements


"Last week I jumped on @ausbiztv and said there are good signs for microcaps through this quarterly cashflow reporting season with strong moves for businesses showing solid growth and profitability. Fortunately the trend is continuing today with $PPL.AX and $DEM.AX among others. Micro-caps destined for huge profit Luke Winchester lays out his stock picks in the #MicroCaps sector 👌 Watch here: https://t.co/TaI1EScIB0 #ausbiz #asx200 #Threestocksfor https://t.co/df1K0AmiLm Micro-caps destined for huge profit Luke Winchester lays out his stock picks in the #MicroCaps sector 👌 Watch here:"  
[X Link](https://x.com/lukewinchester9/status/1884083487894057430)  2025-01-28T03:38Z [----] followers, [----] engagements


"@Saintly96 But what a glorious three weeks"  
[X Link](https://x.com/lukewinchester9/status/1885276098994241689)  2025-01-31T10:37Z [----] followers, [---] engagements


"Not sure I agree with this article. Yes some structural changes have affected micro/small caps but the assumption seems to be [----] was "normal" and we haven't got back to it since. https://www.afr.com/markets/equity-markets/small-caps-bulldozed-by-etfs-20250315-p5ljsj https://www.afr.com/markets/equity-markets/small-caps-bulldozed-by-etfs-20250315-p5ljsj"  
[X Link](https://x.com/lukewinchester9/status/1901407617370751382)  2025-03-16T22:57Z [----] followers, [----] engagements


"@asx_fu I think the acquisitions and guidance downgrade are separate Sounds like acquisitions will impact FY26 EPS while FY25 guidance lowered on some project delays. We don't own but that's how I read it"  
[X Link](https://x.com/lukewinchester9/status/1917428452694843401)  2025-04-30T03:59Z [----] followers, [---] engagements


"@CMicrocaps $EDU the latest one"  
[X Link](https://x.com/lukewinchester9/status/1922762578482299345)  2025-05-14T21:14Z [----] followers, [---] engagements


"@ShitValueFund Just called it as I saw it mate. Agree the future is brighter than the past for $FND but the jump in Other Income was poorly explained and it seems like it was the only reason revenue and EBITDA guidance were reached"  
[X Link](https://x.com/lukewinchester9/status/1929432850945687615)  2025-06-02T07:00Z [----] followers, [---] engagements


"@MoreporkCapital Weak read-through from $DGL.AX and potential candidate to fall out of [---] index"  
[X Link](https://x.com/lukewinchester9/status/1931171169941807379)  2025-06-07T02:07Z [----] followers, [---] engagements


"Another positive Fund update this time $CSX.AX confirming 26% revenue growth has been maintained into the 2H. Off a low base but impressive 45% growth in the US despite weakening USD. No commentary on margins but if steady the goal of EBITDA breakeven should be reached"  
[X Link](https://x.com/lukewinchester9/status/1944928046341066781)  2025-07-15T01:12Z [----] followers, [----] engagements


"Great update from $AHC.AX today continuing to blend organic and acquisitive growth well. With full run-rate from the recent NZ acquisition in FY26 they are on track to deliver $10-11m NPAT this year against the current $120m market cap with $15m in the bank"  
[X Link](https://x.com/lukewinchester9/status/1947844360047104190)  2025-07-23T02:20Z [----] followers, [----] engagements


"Dangerous to annualise the one month revenue of an inherently lumpy revenue business but the $13.2m recorded in June with the first month of G&S Technologies included shows the potential step up into FY26"  
[X Link](https://x.com/lukewinchester9/status/1947844681670529383)  2025-07-23T02:22Z [----] followers, [---] engagements


"Strong earnings beat from $SKS.AX 2H PBT margins of 8.7% and $200m work in hand entering FY26 provides good platform for growth. Historically they have more than doubled work in hand for recorded revenue but with chunky data centre contracts in the pipeline will be hard to do"  
[X Link](https://x.com/lukewinchester9/status/1951050458879177163)  2025-07-31T22:40Z [----] followers, [----] engagements


"@Alonzo_CTHG @ryu_tay They have a 90% market share of NZ eRUC licences"  
[X Link](https://x.com/lukewinchester9/status/1952948861351412175)  2025-08-06T04:24Z [----] followers, [---] engagements


"@zhanginu @MerewetherCap Funny enough the Winchester House is a tourist attraction just out of San Jose. It was pretty cool I think we have a fridge magnet from there floating around somewhere"  
[X Link](https://x.com/lukewinchester9/status/1953364089646047473)  2025-08-07T07:54Z [----] followers, [--] engagements


"@richreduk @RonShamgar Potentially business has a range of revenue streams with some much higher margin than others. Revenue can bounce around with the lower margin stuff so period to period best to focus on profitability. Over the longer term revenue growth will hopefully be in the mid-teens though"  
[X Link](https://x.com/lukewinchester9/status/1957730491139854839)  2025-08-19T09:04Z [----] followers, [--] engagements


"Putting on a small lunch gathering in Melbourne on Wednesday to chat about the Fund and the general micro cap sector following a positive reporting season. Limited spaces but open to all so please reach out if you are keen on coming along We are hosting a small roundtable lunch in Melbourne this Wednesday 10th September in the CBD with an informal update on the Fund following reporting season. Spaces are limited so if youd like to join us please reach outto investors@merewethercapital.com.au. We are hosting a small roundtable lunch in Melbourne this Wednesday 10th September in the CBD with an"  
[X Link](https://x.com/lukewinchester9/status/1964888554661957849)  2025-09-08T03:08Z [----] followers, [----] engagements


"A remarkable turnaround for $AIM.AX since reporting in late August. The business has been misunderstood by the market exacerbated by the shift to a subscription revenue model that impacts upfront revenue recognition. I think the strong 2H cash result is now being appreciated:"  
[X Link](https://x.com/lukewinchester9/status/1973276161657675986)  2025-10-01T06:37Z [----] followers, [----] engagements


"Always great fun to jump on and chat micro and small caps with Claude and @ARichLifeAu. Not just an hour of soft balls and back slaps either We kick off the discussion with $PRO.AX one we unquestionably got wrong in the Fund. https://youtu.be/SF_fu_9pFccsi=MvyajpS0fGHia6yr https://youtu.be/SF_fu_9pFccsi=MvyajpS0fGHia6yr"  
[X Link](https://x.com/lukewinchester9/status/1975421901049823361)  2025-10-07T04:44Z [----] followers, [----] engagements


"We also talk $XRG.AX as a recent addition to the Fund plus $IKE.AX an interesting enterprise software stock. Definitely worth subscribing to A Rich Life for one of the few remaining independent sources of micro and small cap analysis. https://open.spotify.com/episode/1bI1pxis6Krl1TGy8932MPsi=Lcf6VExzRWSb2SyYj0p06Q https://open.spotify.com/episode/1bI1pxis6Krl1TGy8932MPsi=Lcf6VExzRWSb2SyYj0p06Q"  
[X Link](https://x.com/lukewinchester9/status/1975421903277072633)  2025-10-07T04:44Z [----] followers, [---] engagements


"@IzzyDie @mondyinvest @MerewetherCap I must be performing well again I lost all of my impersonators a few years ago 😂 Thanks will report"  
[X Link](https://x.com/lukewinchester9/status/1976493098017620223)  2025-10-10T03:40Z [----] followers, [---] engagements


"Got some pushback when I said $FND.AX was a sell a few months ago. Time will tell on the current issues but I think the general points remains for the average ASX investor it isn't worth the risk investing in companies with operations in emerging markets. 🏦Findi climbing back from earlier losses as it responded to an ASX query This was our Stock of the Day $FND Trade your Stock of the Day with IG: https://t.co/kToXgCIW0i @IGAus #ausbiz #StockoftheDay #asx #BuyHoldSell https://t.co/m6PwVFIpAo 🏦Findi climbing back from earlier losses as it responded to an ASX query This was our Stock of the"  
[X Link](https://x.com/lukewinchester9/status/1976493374086734315)  2025-10-10T03:41Z [----] followers, [----] engagements


"Hmmm should have looked at $SEN a bit faster. Cracking result will fly today"  
[X Link](https://x.com/lukewinchester9/status/753740272949800960)  2016-07-14T23:57Z [----] followers, [--] engagements


"First $APE then $AHG. Both citing WA and QLD weakness. Can't see how $MTO holds up with a more discretionary product and 25% of QLD market"  
[X Link](https://x.com/lukewinchester9/status/867534296285757440)  2017-05-25T00:14Z [----] followers, [--] engagements


"The beauty of owning illiquid micro caps in a sea of red; you can't trade lower if you don't trade at all"  
[X Link](https://x.com/lukewinchester9/status/960342704029712384)  2018-02-05T02:41Z [----] followers, [--] engagements

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