[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @mondyinvest mondy mondy posts on X about $wtcax, $xroax, $wtc, $xro the most. They currently have XXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours. ### Engagements: XX [#](/creator/twitter::1382474718909919232/interactions)  - X Week XXXXX -XX% - X Month XXXXXXX -XXXX% - X Months XXXXXXX +6.30% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1382474718909919232/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +58% - X Year XXX +30% ### Followers: XXXXX [#](/creator/twitter::1382474718909919232/followers)  - X Week XXXXX -XXXX% - X Month XXXXX no change - X Months XXXXX +6.30% - X Year XXXXX +11% ### CreatorRank: undefined [#](/creator/twitter::1382474718909919232/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) XXXXX% [finance](/list/finance) XXXX% [stocks](/list/stocks) XXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$wtcax](/topic/$wtcax) #2, [$xroax](/topic/$xroax) #155, [$wtc](/topic/$wtc) #5, [$xro](/topic/$xro) 6.25%, [$whcax](/topic/$whcax) #13, [$stoax](/topic/$stoax) #1536, [$csl](/topic/$csl) 4.69%, [$cslax](/topic/$cslax) 4.69%, [$xros](/topic/$xros) #1, [ceo](/topic/ceo) XXXX% **Top accounts mentioned or mentioned by** [@rhysdiab](/creator/undefined) [@smallcapsasx](/creator/undefined) [@foragersteve](/creator/undefined) [@meliopayments](/creator/undefined) [@johnhempton](/creator/undefined) [@ld9918](/creator/undefined) [@saulkavonic](/creator/undefined) [@zhc002](/creator/undefined) [@hap0606](/creator/undefined) [@k311126](/creator/undefined) [@onslowshipping](/creator/undefined) [@derekfranc90653](/creator/undefined) [@intuit](/creator/undefined) [@xero](/creator/undefined) [@livewiremarkets](/creator/undefined) [@lukewinchester9](/creator/undefined) [@merewethercap](/creator/undefined) [@twinturboce1ica](/creator/undefined) [@anatol414](/creator/undefined) [@tommyr345](/creator/undefined) **Top assets mentioned** [Walton (WTC)](/topic/$wtc) [Carlisle Companies, Inc. (CSL)](/topic/$csl) [HugeWin (HUGE)](/topic/$huge) [Light & Wonder, Inc. Common Stock (LNW)](/topic/$lnw) [Anzen Token (ANZ)](/topic/$anz) [StakeStone (STO)](/topic/$sto) [Lazard Ltd. Class A (LAZ)](/topic/$laz) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Intuit Inc. (INTU)](/topic/$intu) [BRN Metaverse (BRN)](/topic/$brn) [Franklin Resources, Inc. (BEN)](/topic/$ben) ### Top Social Posts Top posts by engagements in the last XX hours "Tech darling $XRO.AX follows $WTC.AX pulling off a huge acquisition paying a total of A$3.9B in cash and scrip for @MelioPayments which includes an A$1.85B insto raise + scrip issue to vendors + RCF + cash. Gotta say w/ A$ at XXXX I thought the M&A would be the other way round" [X Link](https://x.com/mondyinvest/status/1937638159862689966) 2025-06-24T22:25Z 4061 followers, 5117 engagements "More thoughts on $XRO.AX M&A. Big premium paid (16.5x LTM sales higher than $XROs own multiple). TL;DR this is incentive-driven empire building. CEO sits in US on a US-level rem (A$25M 2nd highest on ASX) so *must* justify position/location/package by growing US. ๐งต (1/6)" [X Link](https://x.com/mondyinvest/status/1937733642945761421) 2025-06-25T04:44Z 4061 followers, 8348 engagements "With $XRO paying up big to acquire Melio trying once again to crack the US market this August 2018 $XRO.AX piece from @John_Hempton is worth revisiting esp. the commentary about pursuing the EU markets *before* the US:" [X Link](https://x.com/mondyinvest/status/1970270767951814758) 2025-09-22T23:35Z 4061 followers, 1498 engagements "The TL;DR of the $WHC $WHC.AX September quarterly:" [X Link](https://x.com/mondyinvest/status/1981497795006849036) 2025-10-23T23:07Z 4060 followers, 7385 engagements "1 Oct 24: $WTC $45.5B XX Oct 25: $WTC $23.0B The most expensive $90000 furniture bill ever ASIC calling in four $WTC.AX ex-directors:" [X Link](https://x.com/mondyinvest/status/1985116189094506942) 2025-11-02T22:45Z 4060 followers, 3105 engagements "With $NEWC looking like its about to go under US$100/t uncertainty on Russia flows and the below news out of Mongolia dont think you go buying those #coal dips too hard just yet. The money is still in the waiting here question is for how long ๐ค $NHC.AX $WHC.AX $YAL.AX" [X Link](https://x.com/mondyinvest/status/1890591775372288308) 2025-02-15T02:39Z 4062 followers, 7175 engagements "Things you dont see at the bottom: an ETF belatedly tracking the #Mag7 under the ticker $HUGE ๐คฃ๐คช" [X Link](https://x.com/mondyinvest/status/1990935912373760024) 2025-11-19T00:11Z 4062 followers, 3277 engagements "$WTC.AX the more I dig into $ETWO deal the more impressed I am. It's also not your typical 'big M&A' in the same way that others have failed (plus $WTC already have XX under their belt). Lots to digest and some product delays likely but I think this is very interesting here" [X Link](https://x.com/mondyinvest/status/1965317084629664022) 2025-09-09T07:31Z 4060 followers, 3561 engagements "This strikes me as pretty significant news. AFR naming Mark Hall as one of the persons of interest to ASIC. $WTC $WTC.AX" [X Link](https://x.com/mondyinvest/status/1983497160290148412) 2025-10-29T11:32Z 4060 followers, 1049 engagements "Anyone buying $WTC $WTC.AX ahead of its AGM trading update tomorrow ๐ณ" [X Link](https://x.com/mondyinvest/status/1991371389170053319) 2025-11-20T05:01Z 4060 followers, 4185 engagements "$GLEN earnings slide XX% say they have concerns about an oversupplied market will look at possible supply cuts. $NHC.AX $WHC.AX $YAL.AX #CoalTwitter Source:" [X Link](https://x.com/mondyinvest/status/1892152168947339277) 2025-02-19T10:00Z 4062 followers, 2127 engagements "For those wondering what happened to $LNW $LNW.AX (off steeply last two days) Macquarie analysts are reporting possible second litigation case from $ALL.AX although they also estimate impact to LNWs business as de minimis. cc: @SmallCaps_asx" [X Link](https://x.com/mondyinvest/status/1906812349694288161) 2025-03-31T20:54Z 4063 followers, 4628 engagements "Updated $WHC $WHC.AX thoughts after reading June quarterly. Top marks for execution but focus remains (per QT) on the balance sheet. Went from $300M net cash at 31/3 to ($600M) net debt 30/6. My *rough* calcs below. Factoring in cash outflows (BMA payment capex buyback). 1/2" [X Link](https://x.com/mondyinvest/status/1948533433019629967) 2025-07-24T23:59Z 4061 followers, 12K engagements "These are the most retail-bought #smallcaps over the past XX months. Do you think these are fundamentally good companies Are there any shared characteristics $DRO.AX $APX.AX $ZIP.AX $BOE.AX $PDN.AX $LTR.AX $AGL.AX $MSB.AX $DMP.AX $BGL.AX" [X Link](https://x.com/mondyinvest/status/1962748619184029862) 2025-09-02T05:25Z 4063 followers, 3831 engagements "$NAB management the minute they read yesterdays $ANZ release #banking #auspol" [X Link](https://x.com/mondyinvest/status/1965588860601295069) 2025-09-10T01:31Z 4062 followers, 2773 engagements "$STO $STO.AX deal off โ๐ปโ" [X Link](https://x.com/mondyinvest/status/1968282256633627043) 2025-09-17T11:53Z 4061 followers, 4172 engagements "$WDS.AX in solidarity with $STO.AX today:" [X Link](https://x.com/mondyinvest/status/1968496433159717188) 2025-09-18T02:04Z 4062 followers, 1283 engagements "$GQG $GQG.AX further FUM outflows and underperformance vs MSCI on almost all timeframes (1mo 3mo YTD 1Y 3Y 5Y) and yet. someone please explain this to me as I am very confucious" [X Link](https://x.com/mondyinvest/status/1979032540754133327) 2025-10-17T03:51Z 4062 followers, 1875 engagements "mondys Friday musing: find someone who loves you as much as @saulkavonic hates $STO.AX" [X Link](https://x.com/mondyinvest/status/1981483936099553773) 2025-10-23T22:12Z 4061 followers, 1660 engagements "Gonna claim this one folks guesstimated back in August $CSL $CSL.AX might de-rate to 18x which was about $185/sh sank through that today. Lotta fundies calling this a value play recently ๐ง" [X Link](https://x.com/mondyinvest/status/1982952457295826981) 2025-10-27T23:28Z 4062 followers, 11.6K engagements "Livewire on $CSL $CSL.AX: XX Oct: Antares says BUY XX Oct: Lazard says BUY XX Oct: Katana says BUY X Oct: Morgans says BUY XX Sept: Elston says BUY XX Sept: Allan Gray says BUY X Sept: Hayborough says BUY X Sept: Elston says BUY XX XX Aug: IML says BUY The efficient market:" [X Link](https://x.com/mondyinvest/status/1983300546338721982) 2025-10-28T22:31Z 4062 followers, 3238 engagements "$EUR $CRML reeeeeeeeeeee" [X Link](https://x.com/mondyinvest/status/1986576255987425764) 2025-11-06T23:27Z 4061 followers, 2847 engagements "Absolutely masterful timing on that big $XRO $XRO.AX raise. About the only part of it done well the market seems be telling us" [X Link](https://x.com/mondyinvest/status/1988399060408299601) 2025-11-12T00:10Z 4062 followers, 1932 engagements "Fun fact on $XRO - the only reason they hit their NPAT numbers ($134.7M vs $132M cons.) is because of a sudden spike in capitalisation of R&D spend to 47.4%. Their average over the past XX halves was XXXX% had $XRO.AX done this NPAT would have been a big miss at $116.8M" [X Link](https://x.com/mondyinvest/status/1989184858451767376) 2025-11-14T04:13Z 4062 followers, 1989 engagements "@Hap0606 In my view the reason to have $CSL $CSL.AX in a pf was because it was a defensive (1) growth (2) stock with a well-regarded management team (3). It doesnt seem to have any of those three attributes anymore. So my answer: no" [X Link](https://x.com/mondyinvest/status/1991237667632111691) 2025-11-19T20:10Z 4062 followers, XXX engagements "CE calling out Sam on the call tryna fool us all into thinking its some rando on the internet. Lets be honest fam we all know who is actually running @k311126 ๐คฃ $MIN.AX" [X Link](https://x.com/mondyinvest/status/1991378969091027208) 2025-11-20T05:31Z 4062 followers, 3232 engagements ""the same structural barriers that prevented @Intuit from cracking Australia are the very reasons @Xero is struggling to make meaningful headway in Intuits home market" A good @LivewireMarkets piece on the hurdles facing $XRO $XRO.AX in the US:" [X Link](https://x.com/mondyinvest/status/1992817670996303936) 2025-11-24T04:48Z 4062 followers, XXX engagements "$BRN announce a $35M capital raise "to accelerate commercialization and product development" (lol) and will now have 2.25b shares out. When the Brainiacs do the numbers on these forecast 2026-2028 sales volumes I think $400M $BRN.AX is going to have a come-to-Jesus moment ๐๐ง " [X Link](https://x.com/mondyinvest/status/1987673031096049836) 2025-11-10T00:05Z 4061 followers, 2087 engagements "Three $WTC $WTC.AX data points that make you go hmmm๐ค each for quite different reasons ๐ข๐๐" [X Link](https://x.com/mondyinvest/status/1978589787184566587) 2025-10-15T22:32Z 4060 followers, 3133 engagements "The craziest thing about all this is that a furniture bill dispute took down $WTC.AX and some tiles did for $MIN.AX ๐ฅ๐คช" [X Link](https://x.com/mondyinvest/status/1989249619185086727) 2025-11-14T08:30Z 4059 followers, 5291 engagements "Big tech vs the promising tiddler ๐ฆ๐ $EOL.AX $TNE.AX $WTC.AX $XRO.AX" [X Link](https://x.com/mondyinvest/status/1990296534068666675) 2025-11-17T05:50Z 4059 followers, 1619 engagements "$WTC $WTC.AX no AGM trading update. Guidance reconfirmed. More details on new commercial rollout CTO rollout and e2open integration are due at the investor day X December. Holding pattern think they probably should have updated more today" [X Link](https://x.com/mondyinvest/status/1991623916973093164) 2025-11-20T21:45Z 4059 followers, XXX engagements "Dunno who fooled Fennell into this #banking photoshoot back in 2024 but its providing unfortunate fodder now for the AFR journos reporting the woes facing $BEN $BEN.AX grimacing_boss_checks_share_price_on_phone.png" [X Link](https://x.com/mondyinvest/status/1993152092073312650) 2025-11-25T02:57Z 4059 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@mondyinvest mondymondy posts on X about $wtcax, $xroax, $wtc, $xro the most. They currently have XXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.
Social category influence cryptocurrencies XXXXX% finance XXXX% stocks XXXX% countries XXXX% currencies XXXX% technology brands XXXX%
Social topic influence $wtcax #2, $xroax #155, $wtc #5, $xro 6.25%, $whcax #13, $stoax #1536, $csl 4.69%, $cslax 4.69%, $xros #1, ceo XXXX%
Top accounts mentioned or mentioned by @rhysdiab @smallcapsasx @foragersteve @meliopayments @johnhempton @ld9918 @saulkavonic @zhc002 @hap0606 @k311126 @onslowshipping @derekfranc90653 @intuit @xero @livewiremarkets @lukewinchester9 @merewethercap @twinturboce1ica @anatol414 @tommyr345
Top assets mentioned Walton (WTC) Carlisle Companies, Inc. (CSL) HugeWin (HUGE) Light & Wonder, Inc. Common Stock (LNW) Anzen Token (ANZ) StakeStone (STO) Lazard Ltd. Class A (LAZ) Critical Metals Corp. Ordinary Shares (CRML) Intuit Inc. (INTU) BRN Metaverse (BRN) Franklin Resources, Inc. (BEN)
Top posts by engagements in the last XX hours
"Tech darling $XRO.AX follows $WTC.AX pulling off a huge acquisition paying a total of A$3.9B in cash and scrip for @MelioPayments which includes an A$1.85B insto raise + scrip issue to vendors + RCF + cash. Gotta say w/ A$ at XXXX I thought the M&A would be the other way round"
X Link 2025-06-24T22:25Z 4061 followers, 5117 engagements
"More thoughts on $XRO.AX M&A. Big premium paid (16.5x LTM sales higher than $XROs own multiple). TL;DR this is incentive-driven empire building. CEO sits in US on a US-level rem (A$25M 2nd highest on ASX) so must justify position/location/package by growing US. ๐งต (1/6)"
X Link 2025-06-25T04:44Z 4061 followers, 8348 engagements
"With $XRO paying up big to acquire Melio trying once again to crack the US market this August 2018 $XRO.AX piece from @John_Hempton is worth revisiting esp. the commentary about pursuing the EU markets before the US:"
X Link 2025-09-22T23:35Z 4061 followers, 1498 engagements
"The TL;DR of the $WHC $WHC.AX September quarterly:"
X Link 2025-10-23T23:07Z 4060 followers, 7385 engagements
"1 Oct 24: $WTC $45.5B XX Oct 25: $WTC $23.0B The most expensive $90000 furniture bill ever ASIC calling in four $WTC.AX ex-directors:"
X Link 2025-11-02T22:45Z 4060 followers, 3105 engagements
"With $NEWC looking like its about to go under US$100/t uncertainty on Russia flows and the below news out of Mongolia dont think you go buying those #coal dips too hard just yet. The money is still in the waiting here question is for how long ๐ค $NHC.AX $WHC.AX $YAL.AX"
X Link 2025-02-15T02:39Z 4062 followers, 7175 engagements
"Things you dont see at the bottom: an ETF belatedly tracking the #Mag7 under the ticker $HUGE ๐คฃ๐คช"
X Link 2025-11-19T00:11Z 4062 followers, 3277 engagements
"$WTC.AX the more I dig into $ETWO deal the more impressed I am. It's also not your typical 'big M&A' in the same way that others have failed (plus $WTC already have XX under their belt). Lots to digest and some product delays likely but I think this is very interesting here"
X Link 2025-09-09T07:31Z 4060 followers, 3561 engagements
"This strikes me as pretty significant news. AFR naming Mark Hall as one of the persons of interest to ASIC. $WTC $WTC.AX"
X Link 2025-10-29T11:32Z 4060 followers, 1049 engagements
"Anyone buying $WTC $WTC.AX ahead of its AGM trading update tomorrow ๐ณ"
X Link 2025-11-20T05:01Z 4060 followers, 4185 engagements
"$GLEN earnings slide XX% say they have concerns about an oversupplied market will look at possible supply cuts. $NHC.AX $WHC.AX $YAL.AX #CoalTwitter Source:"
X Link 2025-02-19T10:00Z 4062 followers, 2127 engagements
"For those wondering what happened to $LNW $LNW.AX (off steeply last two days) Macquarie analysts are reporting possible second litigation case from $ALL.AX although they also estimate impact to LNWs business as de minimis. cc: @SmallCaps_asx"
X Link 2025-03-31T20:54Z 4063 followers, 4628 engagements
"Updated $WHC $WHC.AX thoughts after reading June quarterly. Top marks for execution but focus remains (per QT) on the balance sheet. Went from $300M net cash at 31/3 to ($600M) net debt 30/6. My rough calcs below. Factoring in cash outflows (BMA payment capex buyback). 1/2"
X Link 2025-07-24T23:59Z 4061 followers, 12K engagements
"These are the most retail-bought #smallcaps over the past XX months. Do you think these are fundamentally good companies Are there any shared characteristics $DRO.AX $APX.AX $ZIP.AX $BOE.AX $PDN.AX $LTR.AX $AGL.AX $MSB.AX $DMP.AX $BGL.AX"
X Link 2025-09-02T05:25Z 4063 followers, 3831 engagements
"$NAB management the minute they read yesterdays $ANZ release #banking #auspol"
X Link 2025-09-10T01:31Z 4062 followers, 2773 engagements
"$STO $STO.AX deal off โ๐ปโ"
X Link 2025-09-17T11:53Z 4061 followers, 4172 engagements
"$WDS.AX in solidarity with $STO.AX today:"
X Link 2025-09-18T02:04Z 4062 followers, 1283 engagements
"$GQG $GQG.AX further FUM outflows and underperformance vs MSCI on almost all timeframes (1mo 3mo YTD 1Y 3Y 5Y) and yet. someone please explain this to me as I am very confucious"
X Link 2025-10-17T03:51Z 4062 followers, 1875 engagements
"mondys Friday musing: find someone who loves you as much as @saulkavonic hates $STO.AX"
X Link 2025-10-23T22:12Z 4061 followers, 1660 engagements
"Gonna claim this one folks guesstimated back in August $CSL $CSL.AX might de-rate to 18x which was about $185/sh sank through that today. Lotta fundies calling this a value play recently ๐ง"
X Link 2025-10-27T23:28Z 4062 followers, 11.6K engagements
"Livewire on $CSL $CSL.AX: XX Oct: Antares says BUY XX Oct: Lazard says BUY XX Oct: Katana says BUY X Oct: Morgans says BUY XX Sept: Elston says BUY XX Sept: Allan Gray says BUY X Sept: Hayborough says BUY X Sept: Elston says BUY XX XX Aug: IML says BUY The efficient market:"
X Link 2025-10-28T22:31Z 4062 followers, 3238 engagements
"$EUR $CRML reeeeeeeeeeee"
X Link 2025-11-06T23:27Z 4061 followers, 2847 engagements
"Absolutely masterful timing on that big $XRO $XRO.AX raise. About the only part of it done well the market seems be telling us"
X Link 2025-11-12T00:10Z 4062 followers, 1932 engagements
"Fun fact on $XRO - the only reason they hit their NPAT numbers ($134.7M vs $132M cons.) is because of a sudden spike in capitalisation of R&D spend to 47.4%. Their average over the past XX halves was XXXX% had $XRO.AX done this NPAT would have been a big miss at $116.8M"
X Link 2025-11-14T04:13Z 4062 followers, 1989 engagements
"@Hap0606 In my view the reason to have $CSL $CSL.AX in a pf was because it was a defensive (1) growth (2) stock with a well-regarded management team (3). It doesnt seem to have any of those three attributes anymore. So my answer: no"
X Link 2025-11-19T20:10Z 4062 followers, XXX engagements
"CE calling out Sam on the call tryna fool us all into thinking its some rando on the internet. Lets be honest fam we all know who is actually running @k311126 ๐คฃ $MIN.AX"
X Link 2025-11-20T05:31Z 4062 followers, 3232 engagements
""the same structural barriers that prevented @Intuit from cracking Australia are the very reasons @Xero is struggling to make meaningful headway in Intuits home market" A good @LivewireMarkets piece on the hurdles facing $XRO $XRO.AX in the US:"
X Link 2025-11-24T04:48Z 4062 followers, XXX engagements
"$BRN announce a $35M capital raise "to accelerate commercialization and product development" (lol) and will now have 2.25b shares out. When the Brainiacs do the numbers on these forecast 2026-2028 sales volumes I think $400M $BRN.AX is going to have a come-to-Jesus moment ๐๐ง "
X Link 2025-11-10T00:05Z 4061 followers, 2087 engagements
"Three $WTC $WTC.AX data points that make you go hmmm๐ค each for quite different reasons ๐ข๐๐"
X Link 2025-10-15T22:32Z 4060 followers, 3133 engagements
"The craziest thing about all this is that a furniture bill dispute took down $WTC.AX and some tiles did for $MIN.AX ๐ฅ๐คช"
X Link 2025-11-14T08:30Z 4059 followers, 5291 engagements
"Big tech vs the promising tiddler ๐ฆ๐ $EOL.AX $TNE.AX $WTC.AX $XRO.AX"
X Link 2025-11-17T05:50Z 4059 followers, 1619 engagements
"$WTC $WTC.AX no AGM trading update. Guidance reconfirmed. More details on new commercial rollout CTO rollout and e2open integration are due at the investor day X December. Holding pattern think they probably should have updated more today"
X Link 2025-11-20T21:45Z 4059 followers, XXX engagements
"Dunno who fooled Fennell into this #banking photoshoot back in 2024 but its providing unfortunate fodder now for the AFR journos reporting the woes facing $BEN $BEN.AX grimacing_boss_checks_share_price_on_phone.png"
X Link 2025-11-25T02:57Z 4059 followers, XXX engagements
/creator/twitter::mondyinvest