# ![@pup_st Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1179528280744968192.png) @pup_st The Pup Of Collins St

The Pup Of Collins St posts on X about $ctt, $whc, in the, dyor the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1179528280744968192/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1179528280744968192/c:line/m:interactions.svg)

- [--] Week [-----] -9.30%
- [--] Month [------] -65%
- [--] Months [-------] +180%
- [--] Year [-------] -30%

### Mentions: [--] [#](/creator/twitter::1179528280744968192/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1179528280744968192/c:line/m:posts_active.svg)

- [--] Week [--] -52%
- [--] Month [--] +20%
- [--] Months [---] +48%
- [--] Year [---] -4%

### Followers: [-----] [#](/creator/twitter::1179528280744968192/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1179528280744968192/c:line/m:followers.svg)

- [--] Week [-----] +0.68%
- [--] Month [-----] +3.30%
- [--] Months [-----] +6.90%
- [--] Year [-----] +16%

### CreatorRank: [---------] [#](/creator/twitter::1179528280744968192/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1179528280744968192/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [stocks](/list/stocks)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [celebrities](/list/celebrities)  [travel destinations](/list/travel-destinations)  [currencies](/list/currencies)  [social networks](/list/social-networks) 

**Social topic influence**
[$ctt](/topic/$ctt), [$whc](/topic/$whc), [in the](/topic/in-the), [dyor](/topic/dyor) #786, [market](/topic/market), [guidance](/topic/guidance), [$rmd](/topic/$rmd), [$syl](/topic/$syl), [business](/topic/business), [update](/topic/update)

**Top accounts mentioned or mentioned by**
[@ronshamgar](/creator/undefined) [@grok](/creator/undefined) [@blshigh](/creator/undefined) [@bowtiedstocks](/creator/undefined) [@1116sen](/creator/undefined) [@ruycorto](/creator/undefined) [@patrickbetdavid](/creator/undefined) [@elonmusk](/creator/undefined) [@pbdspodcast](/creator/undefined) [@vincentoshana](/creator/undefined) [@mondyinvest](/creator/undefined) [@thescannerman](/creator/undefined) [@ld9918](/creator/undefined) [@taxlosstrades](/creator/undefined) [@rodneyforrest00](/creator/undefined) [@evanvassos](/creator/undefined) [@kobeissiletter](/creator/undefined) [@lukewinchester9](/creator/undefined) [@ianmsc](/creator/undefined) [@andrewbogut](/creator/undefined)

**Top assets mentioned**
[ResMed Inc. (RMD)](/topic/$rmd) [myDID (SYL)](/topic/$syl) [Credicorp LTD (BAP)](/topic/$bap) [Chain Talk Daily (CTD)](/topic/$ctd) [Bridge Oracle (BRG)](/topic/$brg) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Uniswap (UNI)](/topic/$uni) [Minswap (MIN)](/topic/$min) [ArtByte (ABY)](/topic/$aby) [Arbitrum (ARB)](/topic/$arb) [Realio Network (RIO)](/topic/$rio) [Mithril (MITH)](/topic/mithril) [Nextracker Inc. (NXT)](/topic/$nxt) [BHP Group Limited (BHP)](/topic/$bhp) [NuScale Power Corporation (SMR)](/topic/$smr) [Blockchain Bets (BCB)](/topic/$bcb)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$ABY No amount of make up can cover up the poor trading update they just put out. -29% Rev active Customers -9%. essentially confirming the old double whammy. both top line growth and margins under pressure. No Fanks"  
[X Link](https://x.com/pup_st/status/1585409454891184128)  2022-10-26T23:14Z [----] followers, [--] engagements


"$MGH HUGE DOWNGRADE with the company siting weather related issues and weak resi housing now guiding to $150-$180m EBITDA VS $180-$200m previously about to retest its lows"  
[X Link](https://x.com/pup_st/status/1592020422169866240)  2022-11-14T05:03Z [----] followers, [--] engagements


"$MGH represents one of those moments that you will refer to as I dont own enough of these or why didnt I buy more as you reflect on the easiest +30% return this CY Quality biz way oversold"  
[X Link](https://x.com/pup_st/status/1595999987582013440)  2022-11-25T04:37Z [----] followers, [--] engagements


"$RFG Merry Xmas"  
[X Link](https://x.com/pup_st/status/1606066867596140551)  2022-12-22T23:19Z [----] followers, [---] engagements


"$CTT does that mean the block trade/ founder sell down is now on Ice given intraday sell off"  
[X Link](https://x.com/pup_st/status/1622777670357614593)  2023-02-07T02:02Z [----] followers, [----] engagements


"$CTT no doubt is cum founder sell down/ block trade on result response and precedent"  
[X Link](https://x.com/pup_st/status/1689437765472071682)  2023-08-10T00:45Z [----] followers, [---] engagements


"$PWR Peter Warren Auto- first glance @ result; in-line with consensus Orders and order book remaining solid in June/July. FY24 to benefit from recent dealership acquisitions and the group has considerable capacity to continue to execute as a consolidator. Only neg- was GM"  
[X Link](https://x.com/pup_st/status/1693766049869795684)  2023-08-21T23:24Z [----] followers, [---] engagements


"$COL first glance looks to be a miss on both EBIT & NPAT Lines vs consensus of 6%. inflation in fresh produce is declining however inflation in bakery grocery and diary consistent with 4QTR. Mgmt call @ 10am"  
[X Link](https://x.com/pup_st/status/1693767462016467216)  2023-08-21T23:30Z [----] followers, [---] engagements


"$COV keep an eye on this debutant listing today already announced US patent awarded for key novel ovarian cancer biomarker. looks like will pop on bell"  
[X Link](https://x.com/pup_st/status/1693769281962643496)  2023-08-21T23:37Z [---] followers, [----] engagements


"$RBL 1/2: RBLs FY23 result came in ahead of expectations for GPAPA driven by a reduction in COGS base price increases and the introduction of artist account fees. Management continues to highlight difficult trading conditions particularly in the US market going forward"  
[X Link](https://x.com/pup_st/status/1693810872895058043)  2023-08-22T02:22Z [---] followers, [---] engagements


"$PMV Solly Lew KILLING IT on multiple fronts Many forget PMV own 25% of BRG which is up 50% CYTD 💥"  
[X Link](https://x.com/pup_st/status/1693966626293702703)  2023-08-22T12:41Z [----] followers, [---] engagements


"$PPM Weak result (NPAT -15% vs Cons). Driven by a meaningful and unexpected pivot away from mortgages to asset finance originations. NIM weakness hoh is surprising and implies strong comp remains. PPM commentary implies it expects further interest rate rises near-term. Pass"  
[X Link](https://x.com/pup_st/status/1694125626528338133)  2023-08-22T23:13Z [----] followers, [---] engagements


"@RonShamgar $PPS are the biggest losers daylight between them and NWL/ HUB at least $BTH have a tech stack with some decent IP"  
[X Link](https://x.com/pup_st/status/1694128303685378421)  2023-08-22T23:23Z [---] followers, [--] engagements


"$DMP amazing intraday swing Conference call provided clarity and context to growth Drivers: 1) Franchisee profitability inflection point 2) Restructuring benefits flowing through faster. 3) Cash conversion-Improved to 103% from 72% due to favourable working capital movements"  
[X Link](https://x.com/pup_st/status/1694161254066298940)  2023-08-23T01:34Z [---] followers, [---] engagements


"$WTC 4m shs or 1.25% short interest less then I assumed would have been short big winners today"  
[X Link](https://x.com/pup_st/status/1694171958416736689)  2023-08-23T02:17Z [---] followers, [---] engagements


"$AIA FY23 underlying NPAT of NZ$148m ahead of cons (NZ$142m) & above the top end of the prior guidance of $125-145m. This translates to an underlying EPS of 10.1c versus consensus 9.7c. Key drivers of the beat were better retail and car park revenue"  
[X Link](https://x.com/pup_st/status/1694480858567336087)  2023-08-23T22:44Z [----] followers, [---] engagements


"$BRG Comp Williams-Sonoma rallied strongly (+13.5%). They are BRGs main distributor in the US; rally occurred despite revs missing cons by 5% & FY LFL sales guidance was lowered to -5-10% vs prev range of -3% to +3%. Better than feared perhaps + 9x ADV being short = rally"  
[X Link](https://x.com/pup_st/status/1694485602165747963)  2023-08-23T23:03Z [---] followers, [---] engagements


"@RonShamgar @BLSHigh EBITDA Slight beat but agree other lines slight misses reckon will come down to mkts view on outlook start to fy24 and whether shorts cover given not complete disaster as expected given peers toss a coin"  
[X Link](https://x.com/pup_st/status/1694498080488624209)  2023-08-23T23:53Z [---] followers, [---] engagements


"$NVDA $FANG- Nvidia results better-than-expected and the stock is up 7% in after hours trade on top of the 3.2% it was up in the normal session. Here is a table showing after-hours movements in the FANG"  
[X Link](https://x.com/pup_st/status/1694539403610468790)  2023-08-24T02:37Z [----] followers, [---] engagements


"$ABY havent looked at this biz for a long time current mkt cap is $100m closing at $1.07 which is a long long long way from its $635m valuation when it floated in late [----] @ $6.75 a share nothing beautiful or adorable in that wealth destruction"  
[X Link](https://x.com/pup_st/status/1694626346327236616)  2023-08-24T08:23Z [----] followers, [---] engagements


"$WES FY23 result Beat driven by non-Bunnings businesses; group EBIT of $3863m 2% ahead of consensus. Bunnings was in line with Kmart Group WesCEF and Officeworks the key beats. A final dividend of [---] cps was ahead of the [--] expected"  
[X Link](https://x.com/pup_st/status/1694864151490032103)  2023-08-25T00:07Z [----] followers, [---] engagements


"$JIN (1/2) Fy23 thoughts- underlying group EBITDA margin of 51.0% above the top end of original guid range (48-50%) & well above its revised gd of 48%. Lower TTV in Lottery Retailing (no suprise given TLCs digital lottery t/o disclosures earlier this week)"  
[X Link](https://x.com/pup_st/status/1694875457924276547)  2023-08-25T00:52Z [---] followers, [----] engagements


"When I started my career as a Stockbroker 15yrs ago I remember a fund manager/client said to me if you cant understand/ explain what a company does in a couple of sentences its not quite investment grade too many hats/ trying to be all things to all ppl aka CALIX (CXL) 🤷🏻♂"  
[X Link](https://x.com/pup_st/status/1694889322091298941)  2023-08-25T01:47Z [---] followers, [----] engagements


"Are Essendon Tanking Just asking for a mate what a fizzer of a game much more exciting to watch the Black Moors vs Goldfish battle it out at the Fishurst 1000"  
[X Link](https://x.com/pup_st/status/1695023800566571379)  2023-08-25T10:42Z [---] followers, [---] engagements


"$ORA 1/3 ORA has annd it intends to acquire Saverglass a global manufacturer of high-end bottles for the premium and ultra-premium spirits and wine market. The transaction is valued at A$2.2bn (1.3bn) and implies a FY23 EV/EBITDA multiple of c.7x vs. ORA at c.8x for FY23"  
[X Link](https://x.com/pup_st/status/1699946199741247881)  2023-09-08T00:42Z [---] followers, [---] engagements


"$PTM 1/3- PTM reported net outflows of -$912m in Aug-23 representing an organic rate of decay of -5.1% in the month and further impacted by -1.2% in market movements resulting in total FUM falling -6.3% to $16.7b"  
[X Link](https://x.com/pup_st/status/1699964498596258200)  2023-09-08T01:54Z [----] followers, [---] engagements


"$JIN post agreeing SaaS extension the strength of the relationship between JIN and Lotterywest indicates that JIN is well placed for the digital portion of the likely Lotterywest licence tender (currently expected in late CY23 or early CY24). Next catalyst in their AGM"  
[X Link](https://x.com/pup_st/status/1701098036817174728)  2023-09-11T04:59Z [---] followers, [---] engagements


"$SHV- 1/2: TRADING UPDATE- The update suggests Selects initial targets are likely to be exceeded. While it remains far too early to accurately assess Selects FY24 crop volume operating conditions are more favourable than pcp. The global almond market remains challenging"  
[X Link](https://x.com/pup_st/status/1701401957804781606)  2023-09-12T01:06Z [---] followers, [---] engagements


"2/2: with industry feedback suggesting low trading vol on the new California crop and uncertainty over crop size and quality. Worth noting- Favourable water availability lower fertiliser prices and confirmation Their crop has not been impacted by the Varroa Mite outbreak in NSW"  
[X Link](https://x.com/pup_st/status/1701402488132513916)  2023-09-12T01:08Z [---] followers, [---] engagements


"$BRG (1/2): BRGs peer/competitor/distributor set concluded their 2Q reporting season in Aug with broad demand softness (as expected) for EMEA and North America (ex. DeLonghi). 2HCY23e sales guidance was downgraded for Best Buy Williams Sonoma and Electrolux on consumer demand"  
[X Link](https://x.com/pup_st/status/1701471171567620134)  2023-09-12T05:41Z [---] followers, [---] engagements


"Trade/ turnover was dead quiet across the entire #ASX at just $4.74b - one of the top [--] lowest value days of 2023- yes typical for a Monday - but much lower than a normal Monday Plenty off with school holidays also"  
[X Link](https://x.com/pup_st/status/1703674739036913868)  2023-09-18T07:38Z [---] followers, [----] engagements


"$BSL (1/2)- US autoworkers have taken strike action and US HRC pricing has contracted in anticipation. BSLs spot North Star spread is now US$345/tonne and guidance for 1H FY24 assumed a spread of around $485/t. While the Australian domestic market is holding up"  
[X Link](https://x.com/pup_st/status/1703969724261146661)  2023-09-19T03:10Z [----] followers, [----] engagements


"2/2: on the obstructive sleep apnea (OSA) market.the range of treatment options for OSA will continue to expand (including from GLP-1/GIP drugs) but this does not prohibit RMD/CPAP from continuing to perform strongly. RMD was actually the #1 performer in the entire S&P500 lst ngt"  
[X Link](https://x.com/pup_st/status/1706824124998504758)  2023-09-27T00:12Z [---] followers, [---] engagements


"This week we have seen the biggest week of divs paid with $22.5b paid to shareholders some of that may (will) trickle back into the mkt in the next few weeks - however many will hold this cash & just wait for now given lack of immediate catalysts in the S.T"  
[X Link](https://x.com/pup_st/status/1706927651108323829)  2023-09-27T07:03Z [---] followers, [---] engagements


"Stocks that created NEW HIGHS: All Time Highs PME RHI SVW [--] Year Highs PDN [--] Year Highs ORG [--] Year Highs DYL"  
[X Link](https://x.com/pup_st/status/1706928484784943193)  2023-09-27T07:07Z [---] followers, [--] engagements


"$RMD Novo Nordisk has racked up a 300% increase in prescriptions for its weight-loss drugs. (Financial Times)"  
[X Link](https://x.com/pup_st/status/1707169761812238370)  2023-09-27T23:06Z [---] followers, [---] engagements


"$BSL BSL comp Cleveland-Cliffs (+3.3%) announcing price increases for a range of flat rolled steel products (including HRC) to a minimum of US$750/t (ie US$60/t above the Platts index of US$690/t)"  
[X Link](https://x.com/pup_st/status/1707188012826984709)  2023-09-28T00:18Z [----] followers, [---] engagements


"$PMV: 1/2- GP margin declined by [---] bps in 2H greater than mkt expected on industry-wide promotional activity exiting 2H23. Positively the business managed labour costs well keeping total employee costs unchanged against 1.5% of sales growth in 2H23"  
[X Link](https://x.com/pup_st/status/1707193512859693520)  2023-09-28T00:40Z [----] followers, [---] engagements


"$S32: South32 was hardest hit with EPS downgrades post FY23 results but with coking coal and alumina prices up the next move for Consensus EPS will likely be up. Given its underperformance versus iron ore driven peers S32 now trades at 0.8x DCF underpinned by high yield also"  
[X Link](https://x.com/pup_st/status/1707293788186857600)  2023-09-28T07:18Z [---] followers, [----] engagements


"@BLSHigh Its funny the budget surplus was achieved only because of our coal & iron ore exports and strength in pricing and the wooducks in state/ fed politics want to shut them dwn 🤡"  
[X Link](https://x.com/pup_st/status/1707522877409649018)  2023-09-28T22:29Z [---] followers, [---] engagements


"$XJO - ASX200 movers & shakers summary for the week only 25names in the black for the week across the index some of the worst $CRN $NCM $ARB VS some of the best $FBU $S32 $RIO"  
[X Link](https://x.com/pup_st/status/1710511607678378226)  2023-10-07T04:25Z [----] followers, [----] engagements


"$PAN Panoramic - Solid qtr but nickel continues to squeeze.Production slightly ahead of Mkt; With nickel prices back at $8.27/lb (-42% YTD) Savannah must continue to deliver operationally b4 higher grades in FY25/FY26 see the bus turn cash flow posi+ & drive margin expansion"  
[X Link](https://x.com/pup_st/status/1711196728383426672)  2023-10-09T01:47Z [---] followers, [---] engagements


"2/2: For instance theyre asking more frequently if Rio Tinto regrets withdrawing from its coal assets he said during a session at the Financial Times Mining Summit in London IS THE TIDE TURNING 🤔"  
[X Link](https://x.com/pup_st/status/1711197485056827442)  2023-10-09T01:50Z [----] followers, [---] engagements


"Busy finish to the trading week with plenty of commentary/ news to come from a swag of AGMs 🧏🏼♂"  
[X Link](https://x.com/pup_st/status/1711572354202214909)  2023-10-10T02:40Z [---] followers, [---] engagements


"@SmallCapEagle @The_scanner_man Fair point might be why its only [--] beds rather then 300"  
[X Link](https://x.com/pup_st/status/1712253881730875490)  2023-10-11T23:48Z [---] followers, [--] engagements


"$LTR: (1/2): LTR will remain in halt until Fri whlist funding is finalised. MIN's recent bond priced at 9.25% shows debt isn't cheap regardless of source. Alot has changed since the ALB bid: spodumene pricing is dwn +30% over the past 3mnths; LTR has announced higher capex/opex"  
[X Link](https://x.com/pup_st/status/1714488643661029423)  2023-10-18T03:48Z [----] followers, [---] engagements


"2/2: free float has reduced Hancock's 19.9% holding is an overhang and the register composition ex-retail is more merger/arb weighted. The latter in particular will likely pose a headwind for issuing equity coupled with LTR trading @ +20% premium to DCF vs LithiumCos"  
[X Link](https://x.com/pup_st/status/1714489040245080507)  2023-10-18T03:50Z [----] followers, [---] engagements


"$RMD: GLP1 losers (4th consecutive up day) w/ the catalyst appearing to be Abbott Laboratories (+3.7%) earnings (EPS beat + raised mid-point of FY guidance) which helped to give a lift to the like of Dexcom (+4.5%) Insulet (+2.5%) Resmed (+0.5% vs ASX)"  
[X Link](https://x.com/pup_st/status/1714775062442811771)  2023-10-18T22:46Z [----] followers, [---] engagements


"Energy sector continues to outperform all commodities with Middle East tensions tailwinds adding fuel to the fire (no pun intended)"  
[X Link](https://x.com/pup_st/status/1714779260928573881)  2023-10-18T23:03Z [---] followers, [---] engagements


"$ARB: (1/2): Significant OEM launches in the short term ARB is excited about the launch of the Toyota Tacoma Trailhunter (will be factory fitted with ARB suspension bumpers etc) and the new US Ford Ranger both of which in the next 6mnths should support their OEM sales growth"  
[X Link](https://x.com/pup_st/status/1715114604697907506)  2023-10-19T21:16Z [---] followers, [---] engagements


"$DTC receives takeover bid above 25c per share vs ydays close of 10c hopefully this starts a wave of M&A in the beaten up micro cap tech/industrial space Source- Street talk/ AFR"  
[X Link](https://x.com/pup_st/status/1716922761602576639)  2023-10-24T21:00Z [----] followers, [----] engagements


"$CHM- Very clever title/ pumpy headline. "FDA clearance" . fine print: to start phase 1a 🤷🏻♂"  
[X Link](https://x.com/pup_st/status/1719128495891349841)  2023-10-30T23:05Z [----] followers, [---] engagements


"$DTC and just like that takeover bid has been withdrawn what did they find under the hood that lead to them walking 🤔"  
[X Link](https://x.com/pup_st/status/1722762199662506260)  2023-11-09T23:44Z [----] followers, [---] engagements


"$IPL: (1/2)- IPL FY23 net profit pre-significant items of $582m was a 9% beat vs Cons with Dyno Nobel Americas the driver. IPL committed to a $1.4bn capital return assuming the Waggaman sale completes as expected"  
[X Link](https://x.com/pup_st/status/1723853447353516416)  2023-11-13T00:01Z [----] followers, [---] engagements


"URANIUM HERE WE GO India planning to triple nuclear capacity by [----] 👀 $PDN $LOT $BOE $CCJ.US $EL8 #Uranium #Nuclear How India Is Shifting Its Nuclear Power Plans Into High Gear"  
[X Link](https://x.com/pup_st/status/1724418884130726303)  2023-11-14T13:27Z [---] followers, [----] engagements


"Very quiet session in the US last night. Only one stock in the top [---] moved more than 3%. Very rare. However Uranium closed at new highs; +7.5% for the week $PDN $LOT $DYL $BMN $BOE $AGE $AEE $NXG"  
[X Link](https://x.com/pup_st/status/1725820497617993880)  2023-11-18T10:17Z [----] followers, [---] engagements


"@LD9918 Would love to see list surely PPS on that list they spent $15m on a share buyback in the last 12months at an avg cost 70c And the chairman said yday at the agm Im suprised by the mkt reaction to our downgrade REALLY 🤦🏻♂"  
[X Link](https://x.com/pup_st/status/1727472824829497751)  2023-11-22T23:43Z [---] followers, [---] engagements


"$BRG (1/3): BRGs peer/competitor/distributor set concluded their 3Q reporting season last night with Best Buy (LFLs -7.3% yoy). Continued demand softness in EU and North America with the exception of DeLonghi (EU +9.0% yoy & Americas +13.8% yoy)"  
[X Link](https://x.com/pup_st/status/1727490012760207656)  2023-11-23T00:51Z [---] followers, [----] engagements


"2/3: Notable CY23e guidance changes included Hamilton Beach and Best Buy (downgrades) DeLonghi and Williams Sonoma (upgrades). Retailer stock coverage appears stable noting DeLonghi sales strength and Best Buy inventory +3.7% yoy"  
[X Link](https://x.com/pup_st/status/1727490125553336382)  2023-11-23T00:51Z [---] followers, [---] engagements


"3/3: Share price reactions +5.7% on average in the five days post results with EPS upgrades +0.5% on average. Chart below- 3Q23a peer LFL revenue growth (% yoy)"  
[X Link](https://x.com/pup_st/status/1727490535278211116)  2023-11-23T00:53Z [---] followers, [---] engagements


"$ABY agm update actually looks like they gave turned the corner good luck trying to buy any stock full of algos that if any nature buying comes in stock will flash up +10%"  
[X Link](https://x.com/pup_st/status/1727491748056944728)  2023-11-23T00:58Z [----] followers, [----] engagements


"2/2: Top line guidance for 10% GWP growth (constant fx) is also retained while quite reasonably QBE suggests the supportive premium rate environment should continue into FY24 stock finding its feet now after volatile first 15mins of trading. price should be strong/up on this"  
[X Link](https://x.com/pup_st/status/1728920620153626989)  2023-11-26T23:36Z [---] followers, [---] engagements


"@JayNWay1 MSM are so far removed from the action + negative news/ fear sells thats their model hence why ppl that add value on X are much more valuable and worth following. Hopefully thats what Im doing 🙏🏻"  
[X Link](https://x.com/pup_st/status/1729317165768339932)  2023-11-28T01:51Z [---] followers, [--] engagements


"$ASZ all of a sudden has become reminiscent of a library 🤷🏻♂"  
[X Link](https://x.com/pup_st/status/1731818640109121770)  2023-12-04T23:31Z [----] followers, [---] engagements


"$AWC looks like its bottomed. consolidated well and rallying off all time lows"  
[X Link](https://x.com/pup_st/status/1731861431266762804)  2023-12-05T02:21Z [----] followers, [----] engagements


"$ABC: After decades of creeping up the registerBarro Group finally launched what appears to be the final takeover bid for ABC. Given 47.3% of the register is already controlled by the acquiring consortium we see limited reason other than ACCC or FIRB to prevent the deal"  
[X Link](https://x.com/pup_st/status/1736539330708226276)  2023-12-18T00:10Z [----] followers, [---] engagements


"@RonShamgar Its interesting given the company is cum raise as have $2m cash as at end of Oct and reported a loss of $10m up from a loss of $6m the previous yr- with a mkt cap of $23m Richard could buy whole company and own as a passion project. he already owns stock so interesting"  
[X Link](https://x.com/pup_st/status/1737600077747863664)  2023-12-20T22:25Z [---] followers, [---] engagements


"@henry01506050 @RonShamgar Correct"  
[X Link](https://x.com/pup_st/status/1737724570793287950)  2023-12-21T06:39Z [---] followers, [--] engagements


"$APE the latest corporate to fall victim to a cyber attack. in trading halt"  
[X Link](https://x.com/anyuser/status/1739822984427417650)  2023-12-27T01:38Z [--] followers, [---] engagements


"@BLSHigh $AVZ still outperforming best of breed 🤣 still cant believe its not trading"  
[X Link](https://x.com/anyuser/status/1744158059793109444)  2024-01-08T00:44Z [--] followers, [---] engagements


"$AWC: 25m shs thru stock looking like it will close on its intraday highs with short interest now 4% of SOI (has halved over last 12mnths) I suspect a lot of todays rally was short covering as this stock looks to be going higher $AWC looks like its bottomed. consolidated well and rallying off all time lows $AWC looks like its bottomed. consolidated well and rallying off all time lows"  
[X Link](https://x.com/pup_st/status/1744580254243692986)  2024-01-09T04:42Z [----] followers, [----] engagements


"@patrickadownes Was thinking the same thing and $WCN didnt muck around"  
[X Link](https://x.com/pup_st/status/1746773154301890965)  2024-01-15T05:55Z [----] followers, [---] engagements


"$BAP CFO jumps ship ahead of Feb results season at a time when Bapcor is undergoing major change for a L4L position hrmm hence the market reaction to the news"  
[X Link](https://x.com/pup_st/status/1747396920006607270)  2024-01-16T23:14Z [----] followers, [----] engagements


"$PWR Acquires [--] NSW dealerships for A$27m to be funded via cash/debt. Brings new brands to compliment PWRs existing West Syd operations. PWR noting a combined A$140m in revenue (5.8% additional rev) EPS accretive immediately on completion. 3.5% accretive on a FY basis"  
[X Link](https://x.com/pup_st/status/1747469865433321696)  2024-01-17T04:04Z [----] followers, [---] engagements


"$APX: One of its biggest customers (Google) terminates its arrangement with Appen contributed $83m of Rev for fy23 from bad to worse for this ex mkt darling big consensus dgrades to follow"  
[X Link](https://x.com/pup_st/status/1749196293354951076)  2024-01-21T22:24Z [---] followers, [---] engagements


"$ANG- solid trading update/ upgrade"  
[X Link](https://x.com/pup_st/status/1749212766593012099)  2024-01-21T23:29Z [----] followers, [---] engagements


"$XEC getting slaughtered 🤷🏻♂"  
[X Link](https://x.com/pup_st/status/1749280737973707024)  2024-01-22T04:00Z [---] followers, [--] engagements


"@RonShamgar Looks like a miss on NPAT line vs consensus but slight beat on rev line"  
[X Link](https://x.com/pup_st/status/1754989764158349429)  2024-02-06T22:05Z [---] followers, [---] engagements


"$WOW: corporate Australia you are getting a valuable lesson in real time Woolies just hit new 1yr lows and is heading lower its only fallen this much in one day only once in the last 4yrs go woke go broke"  
[X Link](https://x.com/pup_st/status/1760082314464575967)  2024-02-20T23:21Z [----] followers, [---] engagements


"$5GG expand their deal with Nvidia to include NZ & Indonesia Thats big Pentanet is the only ASX listed stock to get indirect exposure to $NVDA"  
[X Link](https://x.com/pup_st/status/1768412328104513722)  2024-03-14T23:02Z [----] followers, [---] engagements


"$APM CVC walks away from takeover bid- stock in trading halt Ouch"  
[X Link](https://x.com/pup_st/status/1772762582019105279)  2024-03-26T23:08Z [----] followers, [---] engagements


"Arsenal FC [--] years without a title [--] years without Carabao Cup [--] UCL [--] Europas [--] Super cups [--] Club World Cup Never defended a prem title The fanbase has the audacity of Real Madrid but in reality theyre closer to Blackburn. Just stat padded fa cups"  
[X Link](https://x.com/pup_st/status/1780723366389031138)  2024-04-17T22:21Z [---] followers, [---] engagements


"$RMD: Resmed- First take on 3Q results across the board beat; GPM ahead; strong op leverage finished flat overnight but +6% in after hrs trading on result. Bodes well for strong flow thru onto ASX today"  
[X Link](https://x.com/pup_st/status/1783617103746216355)  2024-04-25T22:00Z [----] followers, [---] engagements


"$CTT (1/2) If you believe Cettire they are the only luxury retailer that is doing well globally from one of their peers: We told you that we were expecting a year of [--] halves with growth back-end loaded as the start of the year has obviously been far softer than"  
[X Link](https://x.com/pup_st/status/1783658870516457855)  2024-04-26T00:46Z [----] followers, [----] engagements


"$CTT (1/3)Cettires impressive sales growth has been a key pillar of its success on the ASX. what if that same growth was imperilling its business model Industry insiders have told Capital Brief that the billion-dollar ecommerce platform is becoming too big for brands to ignore"  
[X Link](https://x.com/pup_st/status/1784760820771262902)  2024-04-29T01:45Z [----] followers, [----] engagements


"2/3: as it begins to distort the luxury fashion market. It spells a potential showdown between Cettire and the fashion houses it stocks. If a luxury brand sells something at 10x the price and CTT is consistently selling the exact same item at seven times"  
[X Link](https://x.com/pup_st/status/1784761002695053731)  2024-04-29T01:45Z [---] followers, [---] engagements


"@paccraig Great listen and a solid podcast overall. Know @adirshiffman quite well due to $CAT & @lux_schwab (havent met) but very smart operator"  
[X Link](https://x.com/pup_st/status/1784777846566895987)  2024-04-29T02:52Z [---] followers, [--] engagements


"$BAP Bapcor says Paul Dumbrell will not be commencing as the groups CEO and Managing Director as anticipated on May [--]. Dumbrell who was confirmed in the role on February [--] has made a personal decision not to join the company. SO BIZARRE why doesnt anyone want this gig"  
[X Link](https://x.com/pup_st/status/1785079130134089902)  2024-04-29T22:50Z [----] followers, [----] engagements


"TRADING HALT Pending release of TRADING UPDATE. EXPECT A HUGE DOWNGRADE TO EARNINGS more to follow Yikes $BAP Bapcor says Paul Dumbrell will not be commencing as the groups CEO and Managing Director as anticipated on May [--]. Dumbrell who was confirmed in the role on February [--] has made a personal decision not to join the company. SO BIZARRE why doesnt anyone want this gig $BAP Bapcor says Paul Dumbrell will not be commencing as the groups CEO and Managing Director as anticipated on May [--]. Dumbrell who was confirmed in the role on February [--] has made a personal decision not to join the company."  
[X Link](https://x.com/pup_st/status/1785079481344164025)  2024-04-29T22:51Z [---] followers, [----] engagements


"$QUB: Upgrade now expects to deliver underlying NPATA & EPSA growth in FY24 of 10%-15% compared to previous guidance of 5%-10%. *Continued to deliver underlying earnings growth in 2H *All markets performing in line with or ahead of the expectations provided with its 1H results"  
[X Link](https://x.com/pup_st/status/1785561819681304956)  2024-05-01T06:48Z [----] followers, [---] engagements


"$BAP: Bapcor 20% DownGrade. *Sees Proforma NPAT A$93m- A$97m (Cons was $115m) *A decline in their Retail bus may result in an impairment of tangible and intangible assets. Actively trying to reduce cost base *Expects 2H24 Pro-Forma NPAT results below 1H24 Yikes"  
[X Link](https://x.com/pup_st/status/1785809560332382357)  2024-05-01T23:12Z [----] followers, [---] engagements


"$BAP: officially a value play/ turnaround now the lend lease (LLC) of the auto/ cons disc sector"  
[X Link](https://x.com/pup_st/status/1785822472560136703)  2024-05-02T00:03Z [----] followers, [---] engagements


"$BAP: Significant downside risk to FY25 forecasts. Following the comments that Better than Before has not delivered the expected benefits major d/s risk to the 20% FY25e NPAT growth factored into Cons prior to todays d/g (46% after todays d/g). 3rd dgrade in a row"  
[X Link](https://x.com/pup_st/status/1785831437398372797)  2024-05-02T00:39Z [----] followers, [---] engagements


"Porsche sales at new all time highs Must be the same consumer/buyer that buys from $CTT"  
[X Link](https://x.com/pup_st/status/1786272368245293214)  2024-05-03T05:51Z [----] followers, [----] engagements


"@AllBiteNoBark88 Its fake the COO at the bottom off the letter left Westpac in [----] according to get LinkedIn might have been real then but not sure today. This letter is fake tho"  
[X Link](https://x.com/pup_st/status/1786737729382085066)  2024-05-04T12:40Z [----] followers, [---] engagements


"$CTT have your popcorn ready folks as Dean is presenting at the MQG conference this arvo will any off the governance concerns be raised Doesnt have the luxury of questions being funnelled through investor relations ppl like his earnings calls. What are the chances/odds 🍿 [--] chance 1000/1 Odds on/Lock it in [--] chance 1000/1 Odds on/Lock it in"  
[X Link](https://x.com/pup_st/status/1787645350289063968)  2024-05-07T00:47Z [----] followers, [----] engagements


"@taxlosstrades"  
[X Link](https://x.com/pup_st/status/1787652732947698018)  2024-05-07T01:16Z [----] followers, [---] engagements


"$LAU **Dwn Grade** Has revised its FY24 guidance dwn by 12% from prior expectations. LAU is now expected Underlying EBITDA to be between $88m-$94m (vs. prior guidance of $102m & Consensus $102.7m). implies 2H24 EBITDA is expected to be $36m-$42m (down 18% vs pcp)"  
[X Link](https://x.com/pup_st/status/1787663888936579336)  2024-05-07T02:00Z [----] followers, [---] engagements


"$ILU Iluka Resources says that 2Q zircon sales volumes to date have already exceeded 1Q alongside modest price increases"  
[X Link](https://x.com/pup_st/status/1787667358661980289)  2024-05-07T02:14Z [----] followers, [---] engagements


"@taxlosstrades What does the term fireside chat mean/ imply to you For me that would indicate a fairly interactive session inclusive of Q& A nope they managed to weasel their way out off questions like usual Should be referred to as Teflon Dean . $CTT"  
[X Link](https://x.com/pup_st/status/1787738122878615603)  2024-05-07T06:55Z [----] followers, [----] engagements


"$ARB: First glance- Nine Months to March Total Sales up 2.1% to A$513m. ARB says that favorable trading conditions expected to continue into 1H FY25. Sales growth was achieved in each of Australian Aftermarket Export and OEM sales channels in 3Q more to follow but looks good"  
[X Link](https://x.com/pup_st/status/1787971165321130159)  2024-05-07T22:21Z [----] followers, [----] engagements


"$CTT decent block just crossed at $3.12 2m shs"  
[X Link](https://x.com/pup_st/status/1788034022242988107)  2024-05-08T02:31Z [----] followers, [---] engagements


"$GNC a few large lines being crossed interestingly [--] days after the downgrade. No crossings last [--] days today the buyer has stepped in with AVAT 5x higher then usual around here is historical support levels"  
[X Link](https://x.com/pup_st/status/1788049507328164020)  2024-05-08T03:33Z [----] followers, [---] engagements


"$NUF (1/2) Positive read-thru from FMC's 1Q CY24 result - Volume recovery in 2Q and beyond. Also outlined inventory reduction actions from channels are well progressedearly signs of customers returning to historical order patterns. Only caveat from FMC noting customers"  
[X Link](https://x.com/pup_st/status/1788058114815930544)  2024-05-08T04:07Z [----] followers, [---] engagements


"2/2: are continuing to seek to hold lower levels. Notwithstanding this FMC expects transition to more normal conditions in CY25 NUF likely to have reached a point of inflexion in 1H FY24 for operating environment to progressively improve from here on"  
[X Link](https://x.com/pup_st/status/1788058119287050509)  2024-05-08T04:07Z [----] followers, [---] engagements


"$PPT Mgmt really need to take a leaf out of $CTT playbook moderate mkt calls and restrict shareholders/ mkt ability to only be able to submit written questions that get vetted and remixed and often dont get mentioned. #TeflonDean"  
[X Link](https://x.com/pup_st/status/1788102945231495636)  2024-05-08T07:05Z [----] followers, [---] engagements


"@asxvalueguy Thats when it was a essentially electrical company servicing the resource sector cyclical industry meant lumpiness in earnings or up and down as you say. Thats only 20% of earnings now its all about data centres Ai and the woke decarbonisation agenda= huge tailwinds"  
[X Link](https://x.com/pup_st/status/1788110509155492019)  2024-05-08T07:35Z [----] followers, [--] engagements


"$REA: 3Q stronger than expected expect low single-digit EBITDA cons upgrades. stronger 3Q & upgrade to listing volume growth. Acceleration in seller leads: Seller leads is up +50% yoy vs. + 14% yoy in 1H24 driven by Owners Dashboard. This is positive for future monetisation"  
[X Link](https://x.com/pup_st/status/1788352944834036194)  2024-05-08T23:39Z [----] followers, [---] engagements


"$WOR Worley peer Wood Group (+17%) after it got a takeover bid from Sidara (formerly known as DAR) said they got the bid the day after DAR sold their WOR stake/block wouldnt rule out any future interest from DAR given it will be a much bigger business post deal"  
[X Link](https://x.com/pup_st/status/1788405463807308189)  2024-05-09T03:07Z [----] followers, [---] engagements


"@atelicinvest Do you accept payment in Bitcoin"  
[X Link](https://x.com/pup_st/status/1788439473254224277)  2024-05-09T05:22Z [----] followers, [--] engagements


"A lot of valid points personally think BBN is a perfect business for PE and would pick it up for a bargin its now entering the land of irrelevance mkt cap wise ala CCX/ SSG/ TRS/ MHJ amongst others all have issues in particular they have no MOAT/ innovated"  
[X Link](https://x.com/pup_st/status/1788470284129128664)  2024-05-09T07:25Z [----] followers, [---] engagements


"@uselinkinv Dont forget the undiscovered Gem re-listing this week Mithril (MTH) silver was a $100m business previously just did a recap and coming back on. 👀"  
[X Link](https://x.com/pup_st/status/1792159424964075589)  2024-05-19T11:44Z [----] followers, [---] engagements


"$MTH: Mithril- high grade Mexican silver/gold explorer relists tomorrow. Having recapitalised recently and replenished the balance sheet with silver price on a tear (12yr highs) its one to put on the watchlist 👀 DYOR"  
[X Link](https://x.com/pup_st/status/1792863626103304696)  2024-05-21T10:22Z [----] followers, [----] engagements


"$REG: Regis Healthcare Falls Most in [--] Weeks; Trading Volume Doubles as THE AFR STRIKES AGAIN After article out 12mins ago regarding a $100m sell down of founder stock OUCH"  
[X Link](https://x.com/pup_st/status/1794972075095957903)  2024-05-27T06:01Z [----] followers, [---] engagements


"@KrooCapital Funny how a customer raises a potential significant issue with the company instead of investigating the accusation $CTT Mgmt in their wisdom send the lawyers in and completely ignore all of the very believable factors described in said video keep throwing mud so on so fourth"  
[X Link](https://x.com/pup_st/status/1795073524706541752)  2024-05-27T12:44Z [----] followers, [---] engagements


"$PLY BIG UPGRADE- Operating leverage [---] on display ladies & gentleman"  
[X Link](https://x.com/pup_st/status/1795224143299846609)  2024-05-27T22:42Z [----] followers, [---] engagements


"$PWR: Peter Warren- FY24 trading update Downgrade (similar to $APE)- excess inventory is hitting margins; underlying PBT to be between $52-57m which is 12% below consensus. More concerning is they are expecting further contraction in gross margins Ugly"  
[X Link](https://x.com/pup_st/status/1795238076962517099)  2024-05-27T23:38Z [----] followers, [---] engagements


"$SLC ACCC quarterly NBN figures were just released. SLC is the star of the show adding 25k subs from Dec [--] to March [--]. $ABB adding 19k"  
[X Link](https://x.com/pup_st/status/1795613040488177772)  2024-05-29T00:28Z [----] followers, [----] engagements


"$TAH Tabcorp comp Flutter (-7.3%) after the upper chamber of Illinois legislature agreed to raise taxes on sports betting effectively lifting the tax rate from 15% to 30% and reminder Flutter is due to de-list from the FTSE UK series on Thurs"  
[X Link](https://x.com/pup_st/status/1795618096570658863)  2024-05-29T00:48Z [----] followers, [---] engagements


"$LOV consensus downgrades starting to take effect on the stock pre ydays shock news it was trading on a PE of 44x after a recent rally valuation very full combined with this new layer of uncertainty and a softening of store rollout reterick of late doesnt bode well S.T"  
[X Link](https://x.com/pup_st/status/1797799325810229570)  2024-06-04T01:15Z [----] followers, [----] engagements


"Resources cooked across the board overnight anyone have a logical explanation/ theory"  
[X Link](https://x.com/pup_st/status/1798125430651961739)  2024-06-04T22:51Z [----] followers, [----] engagements


"@bowtiedstocks The $NVDA ceo is what Taylor swift is to 16yr old girls to investors"  
[X Link](https://x.com/pup_st/status/1798140185601093911)  2024-06-04T23:50Z [----] followers, [---] engagements


"@bowtiedstocks Ha Only difference is Nvidia and Tesla are real businesses what is We work a Netflix documentary"  
[X Link](https://x.com/pup_st/status/1798142698437919039)  2024-06-05T00:00Z [----] followers, [--] engagements


"$NVX- Novonix Down 9.2% Most in Eight Months; Trading Volume Doubles how is this still trading given street talk article Seen it all now"  
[X Link](https://x.com/pup_st/status/1798178296183804230)  2024-06-05T02:21Z [----] followers, [----] engagements


"IEL: The update points to a significant deterioration in conditions in 2H24 with guidance for flat Adjusted EBIT implying a c30% y/y decline in 2H. Given consensus is looking for c10% EBIT growth in FY24 Consensus downgrades of c10% are likely for FY24.Stock will be DOWN 2day This is the unfortunate reality when govt policy and bureaucrats ultimately determine the fate of a business. Like childcare aged care education healthcare ect it is a weak update. Sees 15-20% decline in IELTS vol vs FY23. Called out a 20-25% decline in addressable mkt. 👀 This is the unfortunate reality when govt policy"  
[X Link](https://x.com/pup_st/status/1798495102492684571)  2024-06-05T23:20Z [----] followers, [---] engagements


"@RodneyForrest00 Dont worry $CTT is immune"  
[X Link](https://x.com/pup_st/status/1799830285946888473)  2024-06-09T15:45Z [----] followers, [---] engagements


"$BAP *BAPCOR GETS INDICATIVE A$5.40/SHR CASH BID FROM BAIN CAPITAL"  
[X Link](https://x.com/pup_st/status/1800301307049415023)  2024-06-10T22:57Z [----] followers, [---] engagements


"$LNW Announces $1bln buyback $ALL has outperformed it so this is one way to arrest that divergence"  
[X Link](https://x.com/pup_st/status/1801389272605589641)  2024-06-13T23:00Z [----] followers, [---] engagements


"$PLS Pilbara Minerals 11.8M Share Block Trades at A$3.25 👀"  
[X Link](https://x.com/pup_st/status/1801411413925372016)  2024-06-14T00:28Z [----] followers, [----] engagements


"$ORA 25M thru wtf"  
[X Link](https://x.com/pup_st/status/1801493667653554291)  2024-06-14T05:55Z [----] followers, [---] engagements


"@StarDestr0yer Am a fan of this business also was active/ did a block a few months back sub 3c"  
[X Link](https://x.com/pup_st/status/1803327344071057877)  2024-06-19T07:21Z [----] followers, [---] engagements


"@TheRealDavey2 Fark off AUKUS whilst your their any and all work agenda programs. Bring in legislation that the sitting govt off the day if they lead us into a greater then 3% deficit yoy all party members are unable to be relected to govt the next yr ACCOUNTABILITY"  
[X Link](https://x.com/pup_st/status/1803638011411984877)  2024-06-20T03:56Z [----] followers, [---] engagements


"@RonShamgar @RodneyForrest00 @mastersinvest Who would have thought journalists doing actual investigative work nailed it"  
[X Link](https://x.com/pup_st/status/1805507091819643320)  2024-06-25T07:43Z [----] followers, [---] engagements


"@RonShamgar Income stock vs growth now. 🤔"  
[X Link](https://x.com/pup_st/status/1807906283221311606)  2024-07-01T22:37Z [----] followers, [---] engagements


"$CTT 11.5% intraday range Stock now down 5.5% at $1.29 after hitting $1.465 early welcome to the rodeo"  
[X Link](https://x.com/pup_st/status/1808710923974291682)  2024-07-04T03:54Z [----] followers, [---] engagements


"$BAP: BAPCOR REJECTS BAIN'S CASH TAKEOVER OFFER OF A$5.40 PER SHARE"  
[X Link](https://x.com/pup_st/status/1810450067897344197)  2024-07-08T23:05Z [----] followers, [---] engagements


"@evanvassos How does it compare to $MTH"  
[X Link](https://x.com/pup_st/status/1810866450242113989)  2024-07-10T02:39Z [----] followers, [--] engagements


"$NVIDIA this is wild- +12.9% overnight trading like a penny stockJuly high of $135 to ydays close co lost -$767b in market cap (that's a whole Broadcom). Yesterday alone lost -$193b in one day (more than McDonald's).today gained $330b in mkt cap (bigger than BofA) 🤯🤯"  
[X Link](https://x.com/pup_st/status/1818834299396948197)  2024-08-01T02:21Z [----] followers, [---] engagements


"$CGF:FY24 normalised NPBT of A$608m was +2% above cons whilst the NPAT ($417m) was in-line. Divi of 26.5cps ff was 1cps above cons. The FY24 stat NPAT ($124m) was well below cons ($263m) impacted by one-off asset and liability movementswhich the mkt should look thru- going up"  
[X Link](https://x.com/pup_st/status/1823139859328086204)  2024-08-12T23:29Z [----] followers, [---] engagements


"$RWC: Overall solid result 3% beat vs consensus and expect the mkt will like the high quality beat. Things appear on track and theres strong evidence of the material operating leverage that RWCs business model can deliver when volumes return & UK sales declines have stabilised"  
[X Link](https://x.com/pup_st/status/1825668003167613173)  2024-08-19T22:55Z [----] followers, [---] engagements


"@KneppyI Result best consensus - mkt should like the result"  
[X Link](https://x.com/pup_st/status/1825669081590280559)  2024-08-19T23:00Z [----] followers, [--] engagements


"$BRG BEAT top-end of EBIT guidance with 8% growth (vs 5-7.5%) + delivered a 2.5% beat on cons. BRG has good momentum heading into FY25 2H24 sales growth (cc) of 12% in the US/EMEA and seeing good signs of recovery in APAC (2H24 -7%) with growth in Coffee in ANZ/Korea"  
[X Link](https://x.com/pup_st/status/1826035559946752177)  2024-08-20T23:16Z [----] followers, [---] engagements


"@LD9918 I dont own either but doubt its in the price keen to jump on conference call. Currently on BRG and that was solid. Consumer disc names broadly speaking very strong"  
[X Link](https://x.com/pup_st/status/1826036737531064710)  2024-08-20T23:20Z [----] followers, [---] engagements


"$CHC: FY25 UPGRADE- reported FY24 EPS of 75.8c broadly in-line with guidance of 75c and consensus of 75.2c. However FY25 guidance was issued at 79c +4% YoY and +5% ahead of Visible Alpha Consensus of 75.3c"  
[X Link](https://x.com/pup_st/status/1826043288106971498)  2024-08-20T23:47Z [----] followers, [---] engagements


"@RealAlexJones @kirkelliottphd Better buy some Mithril (ASX.MTH) $MTH"  
[X Link](https://x.com/pup_st/status/1826240234469912699)  2024-08-21T12:49Z [----] followers, [---] engagements


"weve got [--] days. Thats nothing. Therell be time to sleep when youre dead. Tim Walz proclaimedmust be hanging out with Hunter"  
[X Link](https://x.com/pup_st/status/1826517639390527810)  2024-08-22T07:11Z [----] followers, [---] engagements


"@Ruycorto $IMB $CCR $DXN"  
[X Link](https://x.com/pup_st/status/1826954053731119224)  2024-08-23T12:06Z [----] followers, [---] engagements


"MTD for XEC (Asx Small Ords) +1% $500m +7.2% $250m -4.0% Volatility remains prevalent in micros/ small caps"  
[X Link](https://x.com/pup_st/status/1827975323918725339)  2024-08-26T07:44Z [----] followers, [---] engagements


"$RMD: RMD was up strongly overnight (+7.3%) to US$242.25 touching a [--] week high (US$242.60) due to a report from Transparency Market Research predicted a 8.5% CAGR for the sleep apnoea market. Drivers for this view are improved diagnostic processes and aging global pop"  
[X Link](https://x.com/pup_st/status/1828600218444800413)  2024-08-28T01:07Z [----] followers, [---] engagements


"$PTM Disaster of a result- big miss vs consensus Reported after mkt"  
[X Link](https://x.com/pup_st/status/1828701818903560360)  2024-08-28T07:51Z [----] followers, [----] engagements


"$CTT call been moved to 10.30am let the shenanigans begin"  
[X Link](https://x.com/pup_st/status/1828922363993551172)  2024-08-28T22:27Z [----] followers, [----] engagements


"$CTT Any chance we see a block trade/sell down at 95c tonight Stock closed on new intraday lows of $1.06 Yes- Pigs can fly also Yes-Moon landing was real All of the above No- When refund approved Yes- Pigs can fly also Yes-Moon landing was real All of the above No- When refund approved"  
[X Link](https://x.com/pup_st/status/1829042851055042689)  2024-08-29T06:26Z [----] followers, [---] engagements


"$SDF Smoked 6% and in halt as the ACCC chair calls for ban on strata insurance commissions & SDF caught misleading clients- Source ABC/ Bloomberg Halt is to allow time for Mgmt to issue response"  
[X Link](https://x.com/pup_st/status/1832942857646424564)  2024-09-09T00:43Z [----] followers, [----] engagements


"$CTT how/why hasnt this stock received a speeding ticket for the extreme volatility in both directions by the asx It beggars belief this will end in tears"  
[X Link](https://x.com/pup_st/status/1833006369462510071)  2024-09-09T04:55Z [----] followers, [----] engagements


"@1116sen @SENBreakfast Chad Warner was the one player that spoke to Simmo"  
[X Link](https://x.com/pup_st/status/1835988139686670675)  2024-09-17T10:24Z [----] followers, [---] engagements


"@BollingerBanter What dashboard/ platform are you using there mate"  
[X Link](https://x.com/pup_st/status/1838360314737459644)  2024-09-23T23:30Z [----] followers, [---] engagements


"$STP: $30m block trade at $1.70-$1.75 step one alongside $UNI best consumer/ retail names IMO GET SOME"  
[X Link](https://x.com/pup_st/status/1838883959952081097)  2024-09-25T10:11Z [----] followers, [----] engagements


"@KobeissiLetter $MTH- Mithril Gold & Silver (ASX.MTH) thats all you need to know re: Silvee price"  
[X Link](https://x.com/pup_st/status/1838930014018097311)  2024-09-25T13:14Z [----] followers, [---] engagements


"$IMB close the days on highs after some aggressive buyer steps up buys a block. Lovely to witness"  
[X Link](https://x.com/pup_st/status/1839546528815608018)  2024-09-27T06:04Z [----] followers, [---] engagements


"Bullish for $MTH Its Official Russian gov starts buying palladium platinum and silver (besides gold) https://t.co/RnAVN27sli Its Official Russian gov starts buying palladium platinum and silver (besides gold) https://t.co/RnAVN27sli"  
[X Link](https://x.com/pup_st/status/1840880699781628324)  2024-09-30T22:25Z [----] followers, [---] engagements


"$DUG & $TCG cap rattling the cap raise can today"  
[X Link](https://x.com/pup_st/status/1846320133616062606)  2024-10-15T22:39Z [----] followers, [---] engagements


"$NXL- why. 🤷🏻♂"  
[X Link](https://x.com/pup_st/status/1846346025595773124)  2024-10-16T00:22Z [----] followers, [---] engagements


"$DUG below issue price and tranche [--] hasnt even settled yet. 🫣"  
[X Link](https://x.com/pup_st/status/1848180413996392863)  2024-10-21T01:52Z [----] followers, [----] engagements


"$WTC - the court of public opinion delivers a $3bln message to old mate ouch"  
[X Link](https://x.com/pup_st/status/1848511230509830291)  2024-10-21T23:46Z [----] followers, [---] engagements


"$VNT: Ventia extended its $125m cleaning contract with NSW Public Works through 2025"  
[X Link](https://x.com/pup_st/status/1849217181797789846)  2024-10-23T22:31Z [----] followers, [---] engagements


"$AD8- whats worse then a 2nd downgrade A 2nd downgrade when your trading on a PE of 100x"  
[X Link](https://x.com/pup_st/status/1849217463814336540)  2024-10-23T22:32Z [----] followers, [---] engagements


"$WTC Richard White to step down as CEO wowsers explains why the stock was getting carted today"  
[X Link](https://x.com/pup_st/status/1849325717542338618)  2024-10-24T05:43Z [----] followers, [---] engagements


"$CTT: 1Q results reveal continued challenges for the luxury platform. Ultimately based on CTT's current 2Q run rate and margins today's update is a -5% downgrade to 1H25 rev and -48% downgrade to 1H25 EBITDA CTTs growth rate in October was 5%. Trading on $700m mkt cap 🤔"  
[X Link](https://x.com/pup_st/status/1851059458555985961)  2024-10-29T00:32Z [----] followers, [---] engagements


"$ZIP: (1/2) positive 1Q25 update driven by the US with: 1) strong TTV growth maintained & 2) a return to customer growth a key focal point for investors. The ANZ business is showing momentum with TTV tracking towards management's FY25 aspirational target (a return to growth)"  
[X Link](https://x.com/pup_st/status/1851061303059845393)  2024-10-29T00:39Z [----] followers, [----] engagements


"$CTT cant think of any other stock in recent times that has this sort of volatility in both directions & not once be questioned with a speeding ticket by the exchange. Not to mention the governance and ethical issues amongst other things that are associated with it"  
[X Link](https://x.com/pup_st/status/1851486431434477748)  2024-10-30T04:48Z [----] followers, [----] engagements


"$SIG: Sigma Healthcare & Chemist Warehouse Deal Not Opposed: ACCC"  
[X Link](https://x.com/pup_st/status/1854291145024831899)  2024-11-06T22:33Z [----] followers, [---] engagements


"$IPL: FY24 a strong underlying EBIT beat constructive FY25 outlook A 12% BEAT vs Consensus underlying EBIT with margin lifting to 10.8% vs Consensus at 9.7%. buyback to recommence soon mkt will like this news today"  
[X Link](https://x.com/pup_st/status/1855747323495919728)  2024-11-10T23:00Z [----] followers, [---] engagements


"@The_scanner_man They have asked for 25% of the market cap 😮"  
[X Link](https://x.com/pup_st/status/1856856738869428227)  2024-11-14T00:28Z [----] followers, [---] engagements


"$SRG/ $MGH momentum in the sector couldnt be better for Symal who is on the cusp of making its ASX Debut"  
[X Link](https://x.com/pup_st/status/1858654684883677279)  2024-11-18T23:33Z [----] followers, [---] engagements


"@RonShamgar have to feel for the analyst at RBC who initiated today with a buy today on WJL talk about timing"  
[X Link](https://x.com/pup_st/status/1858771117290250309)  2024-11-19T07:15Z [----] followers, [---] engagements


"$AMC $BERY (1/2): Amcor and Berry Agree to Combine in All-Stock Transaction. Berry shareholders will get a fixed exchange ratio of [----] Amcor shares for each Berry share held. AMC to hold about 63% of the combined group & Berry 37%"  
[X Link](https://x.com/pup_st/status/1858812566488699380)  2024-11-19T10:00Z [----] followers, [----] engagements


"$WTC more drama than days of our lives"  
[X Link](https://x.com/pup_st/status/1859735282779910203)  2024-11-21T23:06Z [----] followers, [---] engagements


"$CTT nothing to see here folks BAU only pulled back a WHOPPING 55% from artificial short covering led Oct [--] highs of $2.57 to last at $1.20 👀"  
[X Link](https://x.com/pup_st/status/1859765760052298172)  2024-11-22T01:08Z [----] followers, [---] engagements


"$IPG downgrade stock only down 10% good luck trying to move any size in that The bid full of algos/ bots"  
[X Link](https://x.com/pup_st/status/1860825435887804847)  2024-11-24T23:18Z [----] followers, [---] engagements


"$IPG 3.15m shs crossed at $3.55 decent discount to get access to liquidity and a size buyer"  
[X Link](https://x.com/pup_st/status/1860849389029458350)  2024-11-25T00:54Z [----] followers, [---] engagements


"$PME just overtook $RMD to become the 24th biggest company on the ASX - truly an amazing Australian success story"  
[X Link](https://x.com/pup_st/status/1861972390693179412)  2024-11-28T03:16Z [----] followers, [----] engagements


"$FND dont follow closely what happened"  
[X Link](https://x.com/pup_st/status/1862296062427353173)  2024-11-29T00:42Z [----] followers, [---] engagements


"$ARB how does it trade down to $37.85 on the jump on bigger all vol Must be an overworked Algo/bot. 🤷🏻♂ opened at $40 and in the first 2mins trades down to $37.85 on 6k shs last at $39.11"  
[X Link](https://x.com/pup_st/status/1866257819659555197)  2024-12-09T23:05Z [----] followers, [---] engagements


"$VEE two downgrades in two months"  
[X Link](https://x.com/pup_st/status/1869509176424280432)  2024-12-18T22:24Z [----] followers, [----] engagements


"Retail Sales- must have fallen off a cliff post cyber Monday/ blk Friday sales if Im getting BOXING DAY SALES spam a week before Christmas WTF"  
[X Link](https://x.com/pup_st/status/1869621086394237103)  2024-12-19T05:49Z [----] followers, [---] engagements


"@patrickbetdavid Warren Buffett"  
[X Link](https://x.com/pup_st/status/1869621272713601386)  2024-12-19T05:50Z [----] followers, [--] engagements


"If @elonmusk was a corporation specifically a publicly traded company with the S&P [---] he would be no.15 out of [---] of the biggest corporations in the world having surpassed oracle in value/mkt cap. THIS IS WILD- TODAYS THOMAS JEFFERSON 🐐 @patrickbetdavid @TuckerCarlson"  
[X Link](https://x.com/pup_st/status/1869708656008462464)  2024-12-19T11:37Z [----] followers, [---] engagements


"@JesseBWatters @KobeissiLetter @zerohedge @VivekGRamaswamy @VigilantFox @PBDsPodcast @VincentOshana @theallinpod @joeroganhq @unusual_whales @CollinRugg @stoolpresidente @DefiyantlyFree @KanekoaTheGreat @glennbeck @TheChiefNerd @AutismCapital @bennyjohnson @charliekirk11"  
[X Link](https://x.com/pup_st/status/1869745394202050762)  2024-12-19T14:03Z [----] followers, [--] engagements


"$WTC: Big Richard white lodges change in sub Xmas eve. has casually knocked out $450m of stock on mkt with bugger all impact. Crazy"  
[X Link](https://x.com/pup_st/status/1871392155929100321)  2024-12-24T03:07Z [----] followers, [----] engagements


"The US stock market market cap now has DOUBLED in just 4.5ys. This year added over $10tr in value. China HK and Europe markets combined are worth 50% less than the US. Mag-7 now larger than the European market 🤯🤯🤯"  
[X Link](https://x.com/pup_st/status/1876522419348783420)  2025-01-07T06:53Z [----] followers, [---] engagements


"$WTC : 6x the 20day avg volume traded so far today anyone seen why $125m worth of stock thru already Vs $40m in total usually"  
[X Link](https://x.com/pup_st/status/1879353217072705648)  2025-01-15T02:21Z [----] followers, [---] engagements


"@lukewinchester9 Spot on next one is $DXN.Ax [--] new contract win away from exceeding $16m rev guidence for fy25"  
[X Link](https://x.com/pup_st/status/1881853023905005703)  2025-01-21T23:54Z [----] followers, [---] engagements


"@blackswan2023 $GMD $NXT $DGT $APX probs most vulnerable off top off my head border Aus Tech sector gets caught up in sell off wouldnt be to worried will be short lived wouldnt be suprised if Don/ Elon speak or address"  
[X Link](https://x.com/pup_st/status/1883860221283512680)  2025-01-27T12:50Z [----] followers, [---] engagements


"@Driscoll_04 Huge issue becoming bigger by the day on course to becoming similar to New Zealand given diminishing breadth of companies"  
[X Link](https://x.com/pup_st/status/1884027598260560239)  2025-01-27T23:55Z [----] followers, [---] engagements


"@bowtiedstocks As a broker its the hardest thing to do irrespective of valuation Convince a HNW client to sell CBA (as in love/ large cap gain) & for insto clients if they are index aware funds they all need to own so maintain mkt weighting. otherwise throw alpha dwn drain"  
[X Link](https://x.com/pup_st/status/1884794740409041037)  2025-01-30T02:44Z [----] followers, [----] engagements


"20% downgrade to guidence"  
[X Link](https://x.com/pup_st/status/1885145275528077755)  2025-01-31T01:57Z [----] followers, [---] engagements


"$BRG: 1H25 rev &EBIT growth of 10.1% (0.47% ahead of cons.) &10.5% (2% ahead of cons.) respectively. Guided to 5-10% growth for FY25 (implies 2H25 growth of -8% to +9%). Mgmt notes guidance reflects 2H25 investment levels looks conservative to me. Mkt should be posi+ this news"  
[X Link](https://x.com/pup_st/status/1889073962698822116)  2025-02-10T22:08Z [----] followers, [---] engagements


"$BVS & $CPU the two standouts in todays results"  
[X Link](https://x.com/pup_st/status/1889450105272664166)  2025-02-11T23:03Z [----] followers, [----] engagements


"$BHP: declares its LOWEST interim dividend payout since [----] at 50cps vs consensus of 53cps mkt not gonna like that"  
[X Link](https://x.com/pup_st/status/1891601084675768626)  2025-02-17T21:30Z [----] followers, [----] engagements


"$RMC- first glance looks soft- anyone looked at"  
[X Link](https://x.com/pup_st/status/1891622327395217439)  2025-02-17T22:54Z [----] followers, [---] engagements

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