[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 $eml, $whcax, $wtcax, $whc the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1382474718909919232/interactions)  - X Week XXXXXX +107% - X Month XXXXXX +9.40% - X Months XXXXXXX -XX% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1382474718909919232/posts_active)  - X Week XX +12% - X Month XXX -XX% - X Months XXX +24% - X Year XXX +35% ### Followers: XXXXX [#](/creator/twitter::1382474718909919232/followers)  - X Week XXXXX +0.35% - X Month XXXXX +0.87% - X Months XXXXX +7% - X Year XXXXX +9.60% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1382474718909919232/influencer_rank)  ### Social Influence [#](/creator/twitter::1382474718909919232/influence) --- **Social category influence** [cryptocurrencies](/list/cryptocurrencies) XXXXX% [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXX% [countries](/list/countries) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [$eml](/topic/$eml) #1, [$whcax](/topic/$whcax) #2, [$wtcax](/topic/$wtcax) #1, [$whc](/topic/$whc) #1, [debt](/topic/debt) #1291, [$jin](/topic/$jin) 5.15%, [$wtc](/topic/$wtc) #7, [balance sheet](/topic/balance-sheet) #1242, [$stoax](/topic/$stoax) 3.09%, [has been](/topic/has-been) XXXX% **Top accounts mentioned or mentioned by** [@rhysdiab](/creator/undefined) [@smallcapsasx](/creator/undefined) [@ryutay](/creator/undefined) [@lukewinchester9](/creator/undefined) [@meliopayments](/creator/undefined) [@realhagetaka](/creator/undefined) [@tzec](/creator/undefined) [@foragersteve](/creator/undefined) [@rothetob](/creator/undefined) [@immayieldguy](/creator/undefined) [@benjaminsayers1](/creator/undefined) [@tze_c](/creator/undefined) [@saulkavonic](/creator/undefined) [@cyclopstrader](/creator/undefined) [@orestocksnews](/creator/undefined) [@kangabella](/creator/undefined) [@ld9918](/creator/undefined) [@filapek](/creator/undefined) [@pastperformerau](/creator/undefined) [@plebcapital](/creator/undefined) **Top assets mentioned** [EML Protocol (EML)](/topic/$eml) [JinPeng (JIN)](/topic/$jin) [Walton (WTC)](/topic/$wtc) [Light & Wonder, Inc. Common Stock (LNW)](/topic/$lnw) [Carlisle Companies, Inc. (CSL)](/topic/$csl) [Floor & Decor Holdings, Inc. (FND)](/topic/$fnd) [Hundred Million (100M)](/topic/$100m) [Anzen Token (ANZ)](/topic/$anz) [StakeStone (STO)](/topic/$sto) [BRN Metaverse (BRN)](/topic/$brn) [CatCoin (CAT)](/topic/$cat) [BHP Group Limited (BHP)](/topic/$bhp) ### Top Social Posts [#](/creator/twitter::1382474718909919232/posts) --- Top posts by engagements in the last XX hours "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) [@mondyinvest](/creator/x/mondyinvest) 2025-07-24T23:59Z 4044 followers, 10.9K engagements "One of my socio-markers: TeamInvest (them again) call $EML a sell believing its better to wait for recovery obvs. they cant see it yet - or havent looked. Also dont think Chair buying $3M on market is 🐂 since he sold his biz for $1B. Gotta swim ahead of the crowd 🐟💨" [X Link](https://x.com/mondyinvest/status/1981482754983493701) [@mondyinvest](/creator/x/mondyinvest) 2025-10-23T22:07Z 4044 followers, XXX engagements "mondys Friday musing: find someone who loves you as much as @saulkavonic hates $STO.AX" [X Link](https://x.com/mondyinvest/status/1981483936099553773) [@mondyinvest](/creator/x/mondyinvest) 2025-10-23T22:12Z 4045 followers, 1443 engagements "Financially Illiterate Greens Senator Learns The Term RoE For The First Time And Excitedly Gets To Use It XX Times To Try And Build His Brand #auspol $WOW.AX $COL.AX" [X Link](https://x.com/mondyinvest/status/1780357857197908442) [@mondyinvest](/creator/x/mondyinvest) 2024-04-16T22:09Z 4044 followers, 2943 engagements "$JIN was founded in 1995 and listed on the #ASX in 1999 as a software co. Original founder and current CEO Mike Veverka holds a XXXX% stake. Historically this was largely a #Lottery reseller but in past 5+ years it has been developing #SaaS solutions for the industry. 🛜 2/11" [X Link](https://x.com/mondyinvest/status/1838342750250635793) [@mondyinvest](/creator/x/mondyinvest) 2024-09-23T22:20Z 4045 followers, XXX engagements "Reseller business has been a cash generator and both $JIN and $TLC presentations (packed with detail) show how resilient the sector is to recessions/crises per below charts. However this segment is also their biggest risk as they have a single supplier being $TLC.AX. ❌ 3/11" [X Link](https://x.com/mondyinvest/status/1838342755124433278) [@mondyinvest](/creator/x/mondyinvest) 2024-09-23T22:20Z 4045 followers, XXX engagements "Market widely shrugged at what was a positive $WHC $WHC.AX report last week. My simple take:🧵 It's just not an exciting story at the moment. Net debt down to A$1.0B but subsequently paid A$363M in Stamp Duty so more like A$1.3B today. They have US$1.0B (A$1.6B) incoming. 1/5" [X Link](https://x.com/mondyinvest/status/1886645688588738769) [@mondyinvest](/creator/x/mondyinvest) 2025-02-04T05:19Z 4044 followers, 14K engagements ".this quarter as part of the Blackwater JV but can't forget that reduces equity portion to 70%. On X April (soon) $WHC.AX have first US$500M deferred payment due this is A$806M hardly insignificant. Another US$500M to follow in April XX then lastly US$100M in April XX. 2/5" [X Link](https://x.com/mondyinvest/status/1886645691503796344) [@mondyinvest](/creator/x/mondyinvest) 2025-02-04T05:19Z 4045 followers, 1179 engagements "Simply put with #coal prices where they are and China/US/io outlook weighing on commodities not a heap of excitement out there at present. For context the payment due in X months is equivalent to XXX% of $WHC.AX FY24 *underlying* NPAT. Looking at GS estimates from here. 3/5" [X Link](https://x.com/mondyinvest/status/1886645694406299730) [@mondyinvest](/creator/x/mondyinvest) 2025-02-04T05:19Z 4045 followers, 1090 engagements ".they see FCF (pre debt post divvy) of A$549M in FY26 and A$466M in FY27. Until at least the second payment is made without commodity price moves $WHC.AX probably ain't the cash-printing-cap-returns machine it was. Really comes down to a matter of investor time horizon. 4/5" [X Link](https://x.com/mondyinvest/status/1886645697371628036) [@mondyinvest](/creator/x/mondyinvest) 2025-02-04T05:19Z 4045 followers, 1475 engagements "Nothing here intended to be bearish just realistic. If you hold $WHC.AX you now own a much larger diversified biz (both geographically & product-wise) who have acquired quite wisely (IMV) using a combo of boom-time cash JV partner and someone else's balance sheet. Nice. 5/5" [X Link](https://x.com/mondyinvest/status/1886645700341195257) [@mondyinvest](/creator/x/mondyinvest) 2025-02-04T05:19Z 4045 followers, 1525 engagements "If only there were signs $WTC $WTC.AX" [X Link](https://x.com/mondyinvest/status/1894919239469015071) [@mondyinvest](/creator/x/mondyinvest) 2025-02-27T01:15Z 4045 followers, 1504 engagements "mondys Mawhinney Meter is still undefeated 🤣👇🏻 $ORA.AX" [X Link](https://x.com/mondyinvest/status/1898954834255949970) [@mondyinvest](/creator/x/mondyinvest) 2025-03-10T04:31Z 4044 followers, 3617 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) [@mondyinvest](/creator/x/mondyinvest) 2025-03-31T20:54Z 4045 followers, 4541 engagements "Spod at US$645/t #lithium operations at $LTR.AX $MIN.AX and $SYA.AX have to be on a wing and a prayer here if something doesnt change pronto" [X Link](https://x.com/mondyinvest/status/1929774145199583358) [@mondyinvest](/creator/x/mondyinvest) 2025-06-03T05:36Z 4044 followers, 4180 engagements "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) [@mondyinvest](/creator/x/mondyinvest) 2025-06-24T22:25Z 4044 followers, 4681 engagements ".this implies that at current #coal prices $WHC mines aren't printing much cash (no surprise). $WHC.AX have X months until next US$500M payment is due to BMA that's A$760M at today's ROE's. Have already sold XX% to fund first BMA payment so all eyes on the commodity. 2/2" [X Link](https://x.com/mondyinvest/status/1948533435662041459) [@mondyinvest](/creator/x/mondyinvest) 2025-07-24T23:59Z 4045 followers, 1309 engagements "The key read-through of that very promotional $LTR $LTR.AX quarterly is that it looks like they have a significant funding gap in FY26 even *before* they take into consideration debt repayments etc. Expect short positions to build up again for a CR unless #lithium recovers" [X Link](https://x.com/mondyinvest/status/1950046849420644483) [@mondyinvest](/creator/x/mondyinvest) 2025-07-29T04:12Z 4045 followers, 6524 engagements "$CSL $CSL.AX demerging Seqirus after it got RFKd. Vibes:" [X Link](https://x.com/mondyinvest/status/1957614968720998861) [@mondyinvest](/creator/x/mondyinvest) 2025-08-19T01:25Z 4045 followers, 4764 engagements "This is all I really care about on $WHC $WHC.AX and looks very impressive to me. FY26 cost guidance coming down vs FY25 and doesnt factor in additional cost-out programmes. Need to revisit" [X Link](https://x.com/mondyinvest/status/1958309491411431583) [@mondyinvest](/creator/x/mondyinvest) 2025-08-20T23:25Z 4045 followers, 4677 engagements "I absolutely love that we can blame Melbourne for literally everything even the recent $CSL $CSL.AX sell-off 🤣 'CSL veteran says Victorias WFH culture led to lab failures'" [X Link](https://x.com/mondyinvest/status/1960503117507911812) [@mondyinvest](/creator/x/mondyinvest) 2025-08-27T00:42Z 4044 followers, 7359 engagements "Still shocked that selling cheap over-cheesed pizzas in France and Japan isnt working $DMP $DMP.AX" [X Link](https://x.com/mondyinvest/status/1960525922995724297) [@mondyinvest](/creator/x/mondyinvest) 2025-08-27T02:12Z 4043 followers, 1794 engagements "Mentions of underlying in company presentations reporting today: $RUL.AX 5x $RDY.AX 12x $TAH.AX - 18x $DMP.AX - 19x $WTC.AX 19x $KAR.AX - 24x $SDR.AX 29x $FLT.AX - 37x $WOR.AX - 39x $EML.AX 48x I wonder what the record is Gotta be $EML given the biz model" [X Link](https://x.com/mondyinvest/status/1960542503905464450) [@mondyinvest](/creator/x/mondyinvest) 2025-08-27T03:18Z 4046 followers, 3970 engagements "$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 $WTC already have XX under their belt). Lots to digest and some product delays likely but I think this is very interesting here" [X Link](https://x.com/mondyinvest/status/1965317084629664022) [@mondyinvest](/creator/x/mondyinvest) 2025-09-09T07:31Z 4045 followers, 3284 engagements "$NAB management the minute they read yesterdays $ANZ release #banking #auspol" [X Link](https://x.com/mondyinvest/status/1965588860601295069) [@mondyinvest](/creator/x/mondyinvest) 2025-09-10T01:31Z 4044 followers, 2710 engagements "$CSL $CSL.AX cutting back its vaunted R&D division and now looking externally sign of the times" [X Link](https://x.com/mondyinvest/status/1967740718031814863) [@mondyinvest](/creator/x/mondyinvest) 2025-09-16T00:02Z 4045 followers, 3443 engagements "Compare the pair 🔍 $XRO vs $WTC in #ASX big tech M&A land. I think one of these works well and one doesn't. Let's see. cc: @pastperformerAU" [X Link](https://x.com/mondyinvest/status/1967855293544722619) [@mondyinvest](/creator/x/mondyinvest) 2025-09-16T07:37Z 4045 followers, 3235 engagements "$STO $STO.AX deal off ✍🏻❌" [X Link](https://x.com/mondyinvest/status/1968282256633627043) [@mondyinvest](/creator/x/mondyinvest) 2025-09-17T11:53Z 4043 followers, 4146 engagements "@plebcapital So it closed at $XXXX on XX June day prior to the NBIO with $WTI at $XXXXXX Last traded at $XXXXX with $WTI at $XXXXX Where do you think $STO.AX opens" [X Link](https://x.com/mondyinvest/status/1968298631997669669) [@mondyinvest](/creator/x/mondyinvest) 2025-09-17T12:58Z 4043 followers, XXX engagements "Short positions in $LNW.AX have gone from XXX% on 1/8 to XXX% on 30/9. There remains a legal case overhang with $ALL.AX on Jewel of the Dragon after a court awarded in Aristocrats favour on Dragon Train. P/E on a slippery slope ever since ASX listing in May 2023 (35x)" [X Link](https://x.com/mondyinvest/status/1975711090077278484) [@mondyinvest](/creator/x/mondyinvest) 2025-10-07T23:53Z 4045 followers, XXX engagements "$EML FY25 results look terrible: NPAT: -$53M but this is concealing solid *underlying* (whoops there I go) cash gen. FY25 also saw -$37.4M in class action settlement and non-recurring regulatory costs of -$9.5M. They're also spending to move X product platforms onto X. (2/8)" [X Link](https://x.com/mondyinvest/status/1975792167865155772) [@mondyinvest](/creator/x/mondyinvest) 2025-10-08T05:15Z 4046 followers, XXX engagements "A concern for investors has been reliance on interest income (which mostly flows to bottom line but is outside their control) but $EML have done a yield-lock program which locks in XX% of their float at approx. XXX% yield for 3Y. Majority of float is in GBP/AUD/EUR. (3/8)" [X Link](https://x.com/mondyinvest/status/1975792170956394936) [@mondyinvest](/creator/x/mondyinvest) 2025-10-08T05:15Z 4045 followers, XXX engagements ".meaning $EML are less exposed to US central bank cuts which is what market focuses on. FY26 revenue guidance already factors in central banks cutting further. Management focus is however back on growing the actual business now they're back to their core GPR/G&I biz. (4/8)" [X Link](https://x.com/mondyinvest/status/1975792174416675127) [@mondyinvest](/creator/x/mondyinvest) 2025-10-08T05:15Z 4046 followers, XXX engagements "Jeremy Raper wrote an excellent March '23 note (in public domain) when $EML was trading at 5.5x EV/EBITDA; today it's not far off that (6.0x) despite a XXX% SP rise as the clean out has progressed. JR didn't get the quick ROIC via a sale process but I think opp remains. (5/8)" [X Link](https://x.com/mondyinvest/status/1975792177570849263) [@mondyinvest](/creator/x/mondyinvest) 2025-10-08T05:15Z 4046 followers, XXX engagements "I always look for sector tailwinds and $EML is in a market growing 10-12% p/a where they are only doing 2-3% due to total distraction from all the regulatory issues out of disastrous past acquisitions (now jettisoned). By FY28 they want to be back to sector growth levels. (6/8)" [X Link](https://x.com/mondyinvest/status/1975792180762743260) [@mondyinvest](/creator/x/mondyinvest) 2025-10-08T05:15Z 4045 followers, XXX engagements "I suspect most of the market still absolutely hates this name (very few brokers on FY25 H1/H2 calls and little analyst coverage) but now $EML biz is back to its roots and focused on doing "more with the core" if the financials play out I think they'll come looking again (7/8)" [X Link](https://x.com/mondyinvest/status/1975792183858094225) [@mondyinvest](/creator/x/mondyinvest) 2025-10-08T05:15Z 4045 followers, XXX engagements "Plenty of risk ofc (more ☠ in the closet) but having listened to Exec Chairman on H1 & H2 calls and judging progress since he took over plus seeing him put his money where his mouth is (bought XX% of his current holding on market) - I like this setup. Finally long $EML. (8/8)" [X Link](https://x.com/mondyinvest/status/1975792186915758278) [@mondyinvest](/creator/x/mondyinvest) 2025-10-08T05:15Z 4045 followers, 1030 engagements "Some further thoughts on why I think $EML XXX has a higher probability of success. The strategy is simple and logical: X previously siloed regions now one ELT; all products rolled out to all regions (ref: gaps in the first images red box below). Low hanging fruit first. 🍒 (9/n)" [X Link](https://x.com/mondyinvest/status/1976411872795791776) [@mondyinvest](/creator/x/mondyinvest) 2025-10-09T22:18Z 4045 followers, XXX engagements "In terms of *new* growth $EML management see lots of adjacencies into new verticals i.e. the fundamental product (controllable #payment infrastructure & reloadable/gift cards) can be used in many other applications. Note Exec Chairs comments about hungry customers. 💳 (10/n)" [X Link](https://x.com/mondyinvest/status/1976413746672304268) [@mondyinvest](/creator/x/mondyinvest) 2025-10-09T22:25Z 4046 followers, 1360 engagements "@Tze_C Richard not done yet just yeeted out another $50M $WTC $WTC.AX at $87.16" [X Link](https://x.com/mondyinvest/status/1976565956928471440) [@mondyinvest](/creator/x/mondyinvest) 2025-10-10T08:30Z 4045 followers, XXX engagements "It was remiss of me not to mention: while doing my work on this I came across some excellent content from @ForagerSteve who identified the $EML turnaround opportunity at least XX months ago (if not earlier). He covers it well here and in his letters:" [X Link](https://x.com/mondyinvest/status/1977491451291615481) [@mondyinvest](/creator/x/mondyinvest) 2025-10-12T21:47Z 4045 followers, 2167 engagements "@rhysdiab Agree w/ this but cautious as I had same view of $JIN at what was (then) a 5-year P/E low of 19x ($13/sh) thread below for posterity. Market keeps pushing it down I think b/c: - SaaS not ramping fast enough - sunset on $TLC deal 15x could become 10x" [X Link](https://x.com/mondyinvest/status/1977974184237281681) [@mondyinvest](/creator/x/mondyinvest) 2025-10-14T05:46Z 4043 followers, XXX engagements "@rhysdiab Just re-did my $JIN figs as earlier thread only had up to FY24. If you look at the 1H25 reported no's the thesis looked rocky and FY25 results confirmed it was broken. First time in a long time that $JIN.AX rev earnings and CF all stopped growing. SP since 1H25 results: -25%" [X Link](https://x.com/mondyinvest/status/1977990797111988484) [@mondyinvest](/creator/x/mondyinvest) 2025-10-14T06:52Z 4043 followers, 2414 engagements "Seneca now confirming theyre long #AD8 (as foreshadowed in above thread) although I note they waited until the price recovered to $6.80-$7.00s before calling it a high conviction buy ya boi mondy gave it to you in the $4s 😘" [X Link](https://x.com/mondyinvest/status/1978213291563331807) [@mondyinvest](/creator/x/mondyinvest) 2025-10-14T21:36Z 4045 followers, 1256 engagements "Revisited $JIN $JIN.AX last night today they announce some UK-based M&A priced at EV/EBITDA of 6.5x (while they trade on 7.2x). Their last M&A deal (Canada IIRC) hasn't gone so well - interesting to see how market reacts to this one. Quick read through: having to buy growth" [X Link](https://x.com/mondyinvest/status/1978223817559613845) [@mondyinvest](/creator/x/mondyinvest) 2025-10-14T22:18Z 4043 followers, 1580 engagements "@ImmaYieldGuy 🧸 will say 🐎 industry in decline so wont attract consistently high multiples 🐂 will say $RTH.AX starting from a small enough base = years of growth ahead is insulated by being B2B may get tailwinds from more #betting partners outsourcing tech I think latter more likely" [X Link](https://x.com/mondyinvest/status/1978585242723115273) [@mondyinvest](/creator/x/mondyinvest) 2025-10-15T22:14Z 4046 followers, 3642 engagements "@claudedwalker Need to add another line" [X Link](https://x.com/mondyinvest/status/1980043826380275768) [@mondyinvest](/creator/x/mondyinvest) 2025-10-19T22:50Z 4046 followers, XXX engagements "@ForagerSteve Notice tonight reveals Regal Funds have gone substantial in $EML spending $19.2M at an average of $0.91/sh for a XXXX% position in the payments company (incl. $3M at $0.93/sh last Thursday). They join $WAM.AX (10.43%) Viburnum (7.70%) and QVG Capital (7.30%) on the register" [X Link](https://x.com/mondyinvest/status/1980201451315191902) [@mondyinvest](/creator/x/mondyinvest) 2025-10-20T09:16Z 4045 followers, 1604 engagements "Only now it suits them does $FND $FND.AX reveal their FY25 EBITDA was boosted by a bunch of one-offs and their actual operating EBITDA was a huge miss on FY25 guidance and FY26 gonna be another big haircut. Take a careful look at other #ASX co's management are associated with❌" [X Link](https://x.com/mondyinvest/status/1980436016570986867) [@mondyinvest](/creator/x/mondyinvest) 2025-10-21T00:48Z 4045 followers, 2763 engagements "@BenjaminSayers1 The fact that *nowhere* in any of FY25 docs (report announcement presentation) did $FND specifically outline the one-offs says it all. only gets explained now to try and lessen sudden fall to FY26g EBITDA of $11M. Probably one of the best examples of a red flag there is" [X Link](https://x.com/mondyinvest/status/1980445325728051613) [@mondyinvest](/creator/x/mondyinvest) 2025-10-21T01:25Z 4045 followers, XXX engagements "First #AD8 AGM in a while where there's been very little commentary on the outlook/trading update. Could be nothing or could be a leading indicator. 🤔🧸" [X Link](https://x.com/mondyinvest/status/1980446074352595105) [@mondyinvest](/creator/x/mondyinvest) 2025-10-21T01:28Z 4046 followers, XXX engagements "@Tze_C Indeed $BRN HODLers watching $WBT actually produce some paying customers" [X Link](https://x.com/mondyinvest/status/1980772840707416402) [@mondyinvest](/creator/x/mondyinvest) 2025-10-21T23:07Z 4045 followers, XXX engagements "It's good to change your mind. I've been a noisy (and unimportant) critic of $EML $EML.AX for years but have recently taken a completely fresh look: if Anthony Hynes' team execute their plan I think there could be a real turnaround story here a la $BVS $CAT $GTK etc.🧵(1/8)" [X Link](https://x.com/mondyinvest/status/1975792163637370990) [@mondyinvest](/creator/x/mondyinvest) 2025-10-08T05:15Z 4045 followers, 8306 engagements "Wow. $BHP $BHP.AX #ironore #china More details here:" [X Link](https://x.com/mondyinvest/status/1976561786095796681) [@mondyinvest](/creator/x/mondyinvest) 2025-10-10T08:13Z 4045 followers, 6867 engagements "The intern at $PLS $PLS.AX missed a massive opportunity to go down in ASX history with a quick insert image just before sending to MAP #lithium" [X Link](https://x.com/mondyinvest/status/1959910442756980907) [@mondyinvest](/creator/x/mondyinvest) 2025-08-25T09:27Z 4044 followers, 2810 engagements "Watching $LNW $LNW.AX 👀 FY26 P/E at 14x. Need to do more on it but apparently targeting #ASX50 inclusion post a sole-listing plan in Australia" [X Link](https://x.com/mondyinvest/status/1975707315384033719) [@mondyinvest](/creator/x/mondyinvest) 2025-10-07T23:38Z 4044 followers, 2329 engagements "Three $WTC $WTC.AX data points that make you go hmmm🤔 each for quite different reasons 🚢🚛🛜" [X Link](https://x.com/mondyinvest/status/1978589787184566587) [@mondyinvest](/creator/x/mondyinvest) 2025-10-15T22:32Z 4044 followers, 2107 engagements "@SmallCaps_asx @ImmaYieldGuy Forced selling given $LNW is getting delisted. Im not holding or catching any knife still waitin for a mate on this one" [X Link](https://x.com/mondyinvest/status/1979759195542192636) [@mondyinvest](/creator/x/mondyinvest) 2025-10-19T03:59Z 4044 followers, XXX engagements "$CXO $CXO.AX using their quarterly to report on WEED SPRAYING activities really sums up where the #lithium market is at for these high-cost bull-market assets 🌱🤣😮💨" [X Link](https://x.com/mondyinvest/status/1882200090745659865) [@mondyinvest](/creator/x/mondyinvest) 2025-01-22T22:54Z 4044 followers, 5172 engagements ""Look they've happened every year for the past XXX years but in essence they're non-recurring" $EML" [X Link](https://x.com/mondyinvest/status/1960546355702632850) [@mondyinvest](/creator/x/mondyinvest) 2025-08-27T03:34Z 4044 followers, 9360 engagements "$CTT longs logging in to read the $CTT.AX financials and seeing the board award pay rises to the CEO (+97%) and CFO (+49%) whilst (a)EBITDA collapses from $32M to $0.3M and cash declines from $79M to $37M" [X Link](https://x.com/mondyinvest/status/1961198748702544121) [@mondyinvest](/creator/x/mondyinvest) 2025-08-28T22:46Z 4044 followers, 2590 engagements "A wild(cat) stat out of this #WC8 story: $MIN paid $158.7M for their XXXX% stake in October 2023. Two years on that figure would buy a XX% stake. Street Talk reporting $WC8 is open to selling about XX% of Tabba Tabba. Their #lithium DFS is due in 2026 😼" [X Link](https://x.com/mondyinvest/status/1977662334144504291) [@mondyinvest](/creator/x/mondyinvest) 2025-10-13T09:06Z 4044 followers, 4267 engagements "$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) [@mondyinvest](/creator/x/mondyinvest) 2025-10-17T03:51Z 4044 followers, 1540 engagements "The TL;DR of the $WHC $WHC.AX September quarterly:" [X Link](https://x.com/mondyinvest/status/1981497795006849036) [@mondyinvest](/creator/x/mondyinvest) 2025-10-23T23:07Z 4045 followers, 6336 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 mondy
mondy posts on X about $eml, $whcax, $wtcax, $whc the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX +107%
- X Month XXXXXX +9.40%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX +12%
- X Month XXX -XX%
- X Months XXX +24%
- X Year XXX +35%
Followers: XXXXX #
- X Week XXXXX +0.35%
- X Month XXXXX +0.87%
- X Months XXXXX +7%
- X Year XXXXX +9.60%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence cryptocurrencies XXXXX% finance XXXXX% stocks XXXX% countries XXXX% travel destinations XXXX%
Social topic influence $eml #1, $whcax #2, $wtcax #1, $whc #1, debt #1291, $jin 5.15%, $wtc #7, balance sheet #1242, $stoax 3.09%, has been XXXX%
Top accounts mentioned or mentioned by @rhysdiab @smallcapsasx @ryutay @lukewinchester9 @meliopayments @realhagetaka @tzec @foragersteve @rothetob @immayieldguy @benjaminsayers1 @tze_c @saulkavonic @cyclopstrader @orestocksnews @kangabella @ld9918 @filapek @pastperformerau @plebcapital
Top assets mentioned EML Protocol (EML) JinPeng (JIN) Walton (WTC) Light & Wonder, Inc. Common Stock (LNW) Carlisle Companies, Inc. (CSL) Floor & Decor Holdings, Inc. (FND) Hundred Million (100M) Anzen Token (ANZ) StakeStone (STO) BRN Metaverse (BRN) CatCoin (CAT) BHP Group Limited (BHP)
Top Social Posts #
Top posts by engagements in the last XX hours
"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 @mondyinvest 2025-07-24T23:59Z 4044 followers, 10.9K engagements
"One of my socio-markers: TeamInvest (them again) call $EML a sell believing its better to wait for recovery obvs. they cant see it yet - or havent looked. Also dont think Chair buying $3M on market is 🐂 since he sold his biz for $1B. Gotta swim ahead of the crowd 🐟💨"
X Link @mondyinvest 2025-10-23T22:07Z 4044 followers, XXX engagements
"mondys Friday musing: find someone who loves you as much as @saulkavonic hates $STO.AX"
X Link @mondyinvest 2025-10-23T22:12Z 4045 followers, 1443 engagements
"Financially Illiterate Greens Senator Learns The Term RoE For The First Time And Excitedly Gets To Use It XX Times To Try And Build His Brand #auspol $WOW.AX $COL.AX"
X Link @mondyinvest 2024-04-16T22:09Z 4044 followers, 2943 engagements
"$JIN was founded in 1995 and listed on the #ASX in 1999 as a software co. Original founder and current CEO Mike Veverka holds a XXXX% stake. Historically this was largely a #Lottery reseller but in past 5+ years it has been developing #SaaS solutions for the industry. 🛜 2/11"
X Link @mondyinvest 2024-09-23T22:20Z 4045 followers, XXX engagements
"Reseller business has been a cash generator and both $JIN and $TLC presentations (packed with detail) show how resilient the sector is to recessions/crises per below charts. However this segment is also their biggest risk as they have a single supplier being $TLC.AX. ❌ 3/11"
X Link @mondyinvest 2024-09-23T22:20Z 4045 followers, XXX engagements
"Market widely shrugged at what was a positive $WHC $WHC.AX report last week. My simple take:🧵 It's just not an exciting story at the moment. Net debt down to A$1.0B but subsequently paid A$363M in Stamp Duty so more like A$1.3B today. They have US$1.0B (A$1.6B) incoming. 1/5"
X Link @mondyinvest 2025-02-04T05:19Z 4044 followers, 14K engagements
".this quarter as part of the Blackwater JV but can't forget that reduces equity portion to 70%. On X April (soon) $WHC.AX have first US$500M deferred payment due this is A$806M hardly insignificant. Another US$500M to follow in April XX then lastly US$100M in April XX. 2/5"
X Link @mondyinvest 2025-02-04T05:19Z 4045 followers, 1179 engagements
"Simply put with #coal prices where they are and China/US/io outlook weighing on commodities not a heap of excitement out there at present. For context the payment due in X months is equivalent to XXX% of $WHC.AX FY24 underlying NPAT. Looking at GS estimates from here. 3/5"
X Link @mondyinvest 2025-02-04T05:19Z 4045 followers, 1090 engagements
".they see FCF (pre debt post divvy) of A$549M in FY26 and A$466M in FY27. Until at least the second payment is made without commodity price moves $WHC.AX probably ain't the cash-printing-cap-returns machine it was. Really comes down to a matter of investor time horizon. 4/5"
X Link @mondyinvest 2025-02-04T05:19Z 4045 followers, 1475 engagements
"Nothing here intended to be bearish just realistic. If you hold $WHC.AX you now own a much larger diversified biz (both geographically & product-wise) who have acquired quite wisely (IMV) using a combo of boom-time cash JV partner and someone else's balance sheet. Nice. 5/5"
X Link @mondyinvest 2025-02-04T05:19Z 4045 followers, 1525 engagements
"If only there were signs $WTC $WTC.AX"
X Link @mondyinvest 2025-02-27T01:15Z 4045 followers, 1504 engagements
"mondys Mawhinney Meter is still undefeated 🤣👇🏻 $ORA.AX"
X Link @mondyinvest 2025-03-10T04:31Z 4044 followers, 3617 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 @mondyinvest 2025-03-31T20:54Z 4045 followers, 4541 engagements
"Spod at US$645/t #lithium operations at $LTR.AX $MIN.AX and $SYA.AX have to be on a wing and a prayer here if something doesnt change pronto"
X Link @mondyinvest 2025-06-03T05:36Z 4044 followers, 4180 engagements
"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 @mondyinvest 2025-06-24T22:25Z 4044 followers, 4681 engagements
".this implies that at current #coal prices $WHC mines aren't printing much cash (no surprise). $WHC.AX have X months until next US$500M payment is due to BMA that's A$760M at today's ROE's. Have already sold XX% to fund first BMA payment so all eyes on the commodity. 2/2"
X Link @mondyinvest 2025-07-24T23:59Z 4045 followers, 1309 engagements
"The key read-through of that very promotional $LTR $LTR.AX quarterly is that it looks like they have a significant funding gap in FY26 even before they take into consideration debt repayments etc. Expect short positions to build up again for a CR unless #lithium recovers"
X Link @mondyinvest 2025-07-29T04:12Z 4045 followers, 6524 engagements
"$CSL $CSL.AX demerging Seqirus after it got RFKd. Vibes:"
X Link @mondyinvest 2025-08-19T01:25Z 4045 followers, 4764 engagements
"This is all I really care about on $WHC $WHC.AX and looks very impressive to me. FY26 cost guidance coming down vs FY25 and doesnt factor in additional cost-out programmes. Need to revisit"
X Link @mondyinvest 2025-08-20T23:25Z 4045 followers, 4677 engagements
"I absolutely love that we can blame Melbourne for literally everything even the recent $CSL $CSL.AX sell-off 🤣 'CSL veteran says Victorias WFH culture led to lab failures'"
X Link @mondyinvest 2025-08-27T00:42Z 4044 followers, 7359 engagements
"Still shocked that selling cheap over-cheesed pizzas in France and Japan isnt working $DMP $DMP.AX"
X Link @mondyinvest 2025-08-27T02:12Z 4043 followers, 1794 engagements
"Mentions of underlying in company presentations reporting today: $RUL.AX 5x $RDY.AX 12x $TAH.AX - 18x $DMP.AX - 19x $WTC.AX 19x $KAR.AX - 24x $SDR.AX 29x $FLT.AX - 37x $WOR.AX - 39x $EML.AX 48x I wonder what the record is Gotta be $EML given the biz model"
X Link @mondyinvest 2025-08-27T03:18Z 4046 followers, 3970 engagements
"$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 $WTC already have XX under their belt). Lots to digest and some product delays likely but I think this is very interesting here"
X Link @mondyinvest 2025-09-09T07:31Z 4045 followers, 3284 engagements
"$NAB management the minute they read yesterdays $ANZ release #banking #auspol"
X Link @mondyinvest 2025-09-10T01:31Z 4044 followers, 2710 engagements
"$CSL $CSL.AX cutting back its vaunted R&D division and now looking externally sign of the times"
X Link @mondyinvest 2025-09-16T00:02Z 4045 followers, 3443 engagements
"Compare the pair 🔍 $XRO vs $WTC in #ASX big tech M&A land. I think one of these works well and one doesn't. Let's see. cc: @pastperformerAU"
X Link @mondyinvest 2025-09-16T07:37Z 4045 followers, 3235 engagements
"$STO $STO.AX deal off ✍🏻❌"
X Link @mondyinvest 2025-09-17T11:53Z 4043 followers, 4146 engagements
"@plebcapital So it closed at $XXXX on XX June day prior to the NBIO with $WTI at $XXXXXX Last traded at $XXXXX with $WTI at $XXXXX Where do you think $STO.AX opens"
X Link @mondyinvest 2025-09-17T12:58Z 4043 followers, XXX engagements
"Short positions in $LNW.AX have gone from XXX% on 1/8 to XXX% on 30/9. There remains a legal case overhang with $ALL.AX on Jewel of the Dragon after a court awarded in Aristocrats favour on Dragon Train. P/E on a slippery slope ever since ASX listing in May 2023 (35x)"
X Link @mondyinvest 2025-10-07T23:53Z 4045 followers, XXX engagements
"$EML FY25 results look terrible: NPAT: -$53M but this is concealing solid underlying (whoops there I go) cash gen. FY25 also saw -$37.4M in class action settlement and non-recurring regulatory costs of -$9.5M. They're also spending to move X product platforms onto X. (2/8)"
X Link @mondyinvest 2025-10-08T05:15Z 4046 followers, XXX engagements
"A concern for investors has been reliance on interest income (which mostly flows to bottom line but is outside their control) but $EML have done a yield-lock program which locks in XX% of their float at approx. XXX% yield for 3Y. Majority of float is in GBP/AUD/EUR. (3/8)"
X Link @mondyinvest 2025-10-08T05:15Z 4045 followers, XXX engagements
".meaning $EML are less exposed to US central bank cuts which is what market focuses on. FY26 revenue guidance already factors in central banks cutting further. Management focus is however back on growing the actual business now they're back to their core GPR/G&I biz. (4/8)"
X Link @mondyinvest 2025-10-08T05:15Z 4046 followers, XXX engagements
"Jeremy Raper wrote an excellent March '23 note (in public domain) when $EML was trading at 5.5x EV/EBITDA; today it's not far off that (6.0x) despite a XXX% SP rise as the clean out has progressed. JR didn't get the quick ROIC via a sale process but I think opp remains. (5/8)"
X Link @mondyinvest 2025-10-08T05:15Z 4046 followers, XXX engagements
"I always look for sector tailwinds and $EML is in a market growing 10-12% p/a where they are only doing 2-3% due to total distraction from all the regulatory issues out of disastrous past acquisitions (now jettisoned). By FY28 they want to be back to sector growth levels. (6/8)"
X Link @mondyinvest 2025-10-08T05:15Z 4045 followers, XXX engagements
"I suspect most of the market still absolutely hates this name (very few brokers on FY25 H1/H2 calls and little analyst coverage) but now $EML biz is back to its roots and focused on doing "more with the core" if the financials play out I think they'll come looking again (7/8)"
X Link @mondyinvest 2025-10-08T05:15Z 4045 followers, XXX engagements
"Plenty of risk ofc (more ☠ in the closet) but having listened to Exec Chairman on H1 & H2 calls and judging progress since he took over plus seeing him put his money where his mouth is (bought XX% of his current holding on market) - I like this setup. Finally long $EML. (8/8)"
X Link @mondyinvest 2025-10-08T05:15Z 4045 followers, 1030 engagements
"Some further thoughts on why I think $EML XXX has a higher probability of success. The strategy is simple and logical: X previously siloed regions now one ELT; all products rolled out to all regions (ref: gaps in the first images red box below). Low hanging fruit first. 🍒 (9/n)"
X Link @mondyinvest 2025-10-09T22:18Z 4045 followers, XXX engagements
"In terms of new growth $EML management see lots of adjacencies into new verticals i.e. the fundamental product (controllable #payment infrastructure & reloadable/gift cards) can be used in many other applications. Note Exec Chairs comments about hungry customers. 💳 (10/n)"
X Link @mondyinvest 2025-10-09T22:25Z 4046 followers, 1360 engagements
"@Tze_C Richard not done yet just yeeted out another $50M $WTC $WTC.AX at $87.16"
X Link @mondyinvest 2025-10-10T08:30Z 4045 followers, XXX engagements
"It was remiss of me not to mention: while doing my work on this I came across some excellent content from @ForagerSteve who identified the $EML turnaround opportunity at least XX months ago (if not earlier). He covers it well here and in his letters:"
X Link @mondyinvest 2025-10-12T21:47Z 4045 followers, 2167 engagements
"@rhysdiab Agree w/ this but cautious as I had same view of $JIN at what was (then) a 5-year P/E low of 19x ($13/sh) thread below for posterity. Market keeps pushing it down I think b/c: - SaaS not ramping fast enough - sunset on $TLC deal 15x could become 10x"
X Link @mondyinvest 2025-10-14T05:46Z 4043 followers, XXX engagements
"@rhysdiab Just re-did my $JIN figs as earlier thread only had up to FY24. If you look at the 1H25 reported no's the thesis looked rocky and FY25 results confirmed it was broken. First time in a long time that $JIN.AX rev earnings and CF all stopped growing. SP since 1H25 results: -25%"
X Link @mondyinvest 2025-10-14T06:52Z 4043 followers, 2414 engagements
"Seneca now confirming theyre long #AD8 (as foreshadowed in above thread) although I note they waited until the price recovered to $6.80-$7.00s before calling it a high conviction buy ya boi mondy gave it to you in the $4s 😘"
X Link @mondyinvest 2025-10-14T21:36Z 4045 followers, 1256 engagements
"Revisited $JIN $JIN.AX last night today they announce some UK-based M&A priced at EV/EBITDA of 6.5x (while they trade on 7.2x). Their last M&A deal (Canada IIRC) hasn't gone so well - interesting to see how market reacts to this one. Quick read through: having to buy growth"
X Link @mondyinvest 2025-10-14T22:18Z 4043 followers, 1580 engagements
"@ImmaYieldGuy 🧸 will say 🐎 industry in decline so wont attract consistently high multiples 🐂 will say $RTH.AX starting from a small enough base = years of growth ahead is insulated by being B2B may get tailwinds from more #betting partners outsourcing tech I think latter more likely"
X Link @mondyinvest 2025-10-15T22:14Z 4046 followers, 3642 engagements
"@claudedwalker Need to add another line"
X Link @mondyinvest 2025-10-19T22:50Z 4046 followers, XXX engagements
"@ForagerSteve Notice tonight reveals Regal Funds have gone substantial in $EML spending $19.2M at an average of $0.91/sh for a XXXX% position in the payments company (incl. $3M at $0.93/sh last Thursday). They join $WAM.AX (10.43%) Viburnum (7.70%) and QVG Capital (7.30%) on the register"
X Link @mondyinvest 2025-10-20T09:16Z 4045 followers, 1604 engagements
"Only now it suits them does $FND $FND.AX reveal their FY25 EBITDA was boosted by a bunch of one-offs and their actual operating EBITDA was a huge miss on FY25 guidance and FY26 gonna be another big haircut. Take a careful look at other #ASX co's management are associated with❌"
X Link @mondyinvest 2025-10-21T00:48Z 4045 followers, 2763 engagements
"@BenjaminSayers1 The fact that nowhere in any of FY25 docs (report announcement presentation) did $FND specifically outline the one-offs says it all. only gets explained now to try and lessen sudden fall to FY26g EBITDA of $11M. Probably one of the best examples of a red flag there is"
X Link @mondyinvest 2025-10-21T01:25Z 4045 followers, XXX engagements
"First #AD8 AGM in a while where there's been very little commentary on the outlook/trading update. Could be nothing or could be a leading indicator. 🤔🧸"
X Link @mondyinvest 2025-10-21T01:28Z 4046 followers, XXX engagements
"@Tze_C Indeed $BRN HODLers watching $WBT actually produce some paying customers"
X Link @mondyinvest 2025-10-21T23:07Z 4045 followers, XXX engagements
"It's good to change your mind. I've been a noisy (and unimportant) critic of $EML $EML.AX for years but have recently taken a completely fresh look: if Anthony Hynes' team execute their plan I think there could be a real turnaround story here a la $BVS $CAT $GTK etc.🧵(1/8)"
X Link @mondyinvest 2025-10-08T05:15Z 4045 followers, 8306 engagements
"Wow. $BHP $BHP.AX #ironore #china More details here:"
X Link @mondyinvest 2025-10-10T08:13Z 4045 followers, 6867 engagements
"The intern at $PLS $PLS.AX missed a massive opportunity to go down in ASX history with a quick insert image just before sending to MAP #lithium"
X Link @mondyinvest 2025-08-25T09:27Z 4044 followers, 2810 engagements
"Watching $LNW $LNW.AX 👀 FY26 P/E at 14x. Need to do more on it but apparently targeting #ASX50 inclusion post a sole-listing plan in Australia"
X Link @mondyinvest 2025-10-07T23:38Z 4044 followers, 2329 engagements
"Three $WTC $WTC.AX data points that make you go hmmm🤔 each for quite different reasons 🚢🚛🛜"
X Link @mondyinvest 2025-10-15T22:32Z 4044 followers, 2107 engagements
"@SmallCaps_asx @ImmaYieldGuy Forced selling given $LNW is getting delisted. Im not holding or catching any knife still waitin for a mate on this one"
X Link @mondyinvest 2025-10-19T03:59Z 4044 followers, XXX engagements
"$CXO $CXO.AX using their quarterly to report on WEED SPRAYING activities really sums up where the #lithium market is at for these high-cost bull-market assets 🌱🤣😮💨"
X Link @mondyinvest 2025-01-22T22:54Z 4044 followers, 5172 engagements
""Look they've happened every year for the past XXX years but in essence they're non-recurring" $EML"
X Link @mondyinvest 2025-08-27T03:34Z 4044 followers, 9360 engagements
"$CTT longs logging in to read the $CTT.AX financials and seeing the board award pay rises to the CEO (+97%) and CFO (+49%) whilst (a)EBITDA collapses from $32M to $0.3M and cash declines from $79M to $37M"
X Link @mondyinvest 2025-08-28T22:46Z 4044 followers, 2590 engagements
"A wild(cat) stat out of this #WC8 story: $MIN paid $158.7M for their XXXX% stake in October 2023. Two years on that figure would buy a XX% stake. Street Talk reporting $WC8 is open to selling about XX% of Tabba Tabba. Their #lithium DFS is due in 2026 😼"
X Link @mondyinvest 2025-10-13T09:06Z 4044 followers, 4267 engagements
"$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 @mondyinvest 2025-10-17T03:51Z 4044 followers, 1540 engagements
"The TL;DR of the $WHC $WHC.AX September quarterly:"
X Link @mondyinvest 2025-10-23T23:07Z 4045 followers, 6336 engagements