[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.]

[@Filapek](/creator/twitter/Filapek)
"@wilson_trades @suntorybeverage @pastperformerAU @blackswan2023 Seqirus the flu vaccines business disappointed mainly because anti-vaxx in the US has become a popular political movement. Plus management indicated a more gradual margin recovery which continues to be flagged and pursued $CSL"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1947793187374035369) 2025-07-22 22:57:38 UTC 8851 followers, XX engagements


"To hold a #stock I need to see a pathway to growth. $CSL in comparison is growing at double digits (believe it or not). $WOW will refind its mojo too. But $IEL Great performer when the industry was booming but what is the outlook really I never invest for the occasional rally only. There needs to be more on the horizon. Being sold off or looking 'cheap' is never a good enough reason for an investor like me ;)"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1947435794085646796) 2025-07-21 23:17:29 UTC 8851 followers, XX engagements


"Citi on South32 $S32: "JunQ broadly in-line to see FY25 prodn a modest beat with unit opex in-line with guidance Neutral. Target $XXXX #stockinfocus #XJO #equities #investing"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1947089552713429395) 2025-07-21 00:21:39 UTC 8852 followers, XXX engagements


"RBC Capital on Cettire $CTT: "CTT's XX month FY25 trading update was much softer than expected with most operating metrics deteriorating significantly. "In our view triple headwinds of declining sales negative profitability and a significant working capital unwind are culminating in elevated balance sheet risk. "Delivering 4Q profitability was a key focus of CTT's 3Q update on XX April. Losses have since accelerated. "This outcome suggests to us that at present management has limited ability to influence outcomes." #stockinfocus #XJO #equities #investing"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1933280727099199597) 2025-06-12 21:50:18 UTC 8851 followers, 1001 engagements


"Citi on Genesis Minerals $GMD: "A record quarter from GMD with underlying FY25 NPAT expectations of A$210-230m in line with VA consensus. (.) "We maintain our TP of A$4.40/sh and stay Neutral rated ahead of SepQ index rebalances." #stockinfocus #XJO #equities #gold #investing"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1945985014531072470) 2025-07-17 23:12:36 UTC 8853 followers, XXX engagements


"E&P on Netwealth $NWL: "NWL has performed very strongly since the nadir of the share price in April (+58%). "While we would be cautious in drawing too much inference for future flows from the quarterly performance (given the volatily seen during the quarter) we suspect it may see some share price softness relative to market today on the softer net flow print." #stockinfocus #XJO #equities #investing"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1943107762256515170) 2025-07-10 00:39:26 UTC 8852 followers, XXX engagements


"Weekly Insights this week highlights one of the lesser familiar names when it comes to ASX-listed data centre exposures: Macquarie Technology $MAQ #stockinfocus #XJO #equities #investing @FNArena"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1935126277817856394) 2025-06-18 00:03:52 UTC 8851 followers, 1123 engagements


"I'll be on @ausbiztv's The Call today with Philip Pepe discussing 10+1 #stocks in one hour noon-1pm. Will be discussed are the likes of $HUB $AMP $JIN $TAH $FCL $AD8 and more. Be there or be square #equities #investing #XJO #allweatherman"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1944917914571956583) 2025-07-15 00:32:20 UTC 8853 followers, 1382 engagements


"RBC Capital on $GQG Partners: "We are initiating on GQG Partners (GQG) with an Outperform rating and a rounded A$2.90/share price target. "GQG is a top quintile performing manager globally with notable inflows in the U.S. and Australia. "GQG presents an attractive investment case with a low-cost base and competitive fee structure supporting resilience to sector headwinds an appealing dividend yield (11%) and an emerging Alternatives strategy that provides long-term optionality and upside to our valuation." #equities #stockinfocus #XJO #investing"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1936909329082601699) 2025-06-22 22:09:04 UTC 8851 followers, 1482 engagements


"Cannot stress this enough. it's NOT a Buffett #stock. $AZJ #XJO #equities #investing"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1938039525215031416) 2025-06-26 01:00:04 UTC 8851 followers, 1637 engagements


"My Weekly Insights this week offers a further-out view on the likes of $GMG $NXT $MAQ based on in-depth research published by Morgan Stanley @FNArena #investing #XJO #equities #stocksinfocus #ausbiz"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1788006230503669940) 2024-05-08 00:41:19 UTC 8850 followers, 1611 engagements


"Stephen Innes SPI Asset Management: "If Trump does deliver on his August X tariff barrage the street will be forced to reckon with a scenario that's been largely waved off a true exogenous policy shock in the heart of a late-cycle rally. "The correction wouldn't be technical; it would be philosophical. The market's confidence in the U.S. as a stable steward of capital would take a visible dent and with it the cost of equity the price of debt and the value of the dollar could all adjust sharply perhaps violently. "This is no longer about whether markets are too hot. It's about whether the"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1944526097208795372) 2025-07-13 22:35:23 UTC 8852 followers, 1622 engagements


"Barrenjoey on IDP Education $IEL: "Result softer than B*e and consensus; however we suspect it was broadly in line with buy-side expectations for EBIT (4% miss vs B*e and consensus). "IEL continues to manage factors within its control with: 1) Overhead costs lower (-14% yoy) offsetting weaker GP margins; 2) CY24 SP volumes -XX% vs market growth -XX% albeit 1H25 gains narrowed due to policy adjustments and growth in China (IDP less exposed). "IEL continues to expect to outperform market conditions (volumes down 20-30%). Cost benefits will moderate and volume outlook remains challenged.""  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1894877281753145648) 2025-02-26 22:28:43 UTC 8851 followers, XXX engagements


"#stockinfocus @FNArena $CSL #equities #investing #XJO"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1943143696234385621) 2025-07-10 03:02:13 UTC 8851 followers, 1682 engagements


"Negative operational momentum needs to stop before the market will revisit this #stock in earnest again. Global anti-immigration policies are clearly creating a challenging environment for what once seemed one of the most promising growth stories on the ASX $IEL #stocksinfocus #equities #investing #XJO"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1929727319503155634) 2025-06-03 02:30:20 UTC 8852 followers, XXX engagements


"RBC Capital has retuned from TechOne's investor briefings: "TNE provided updated outlooks on ARR and TAM with $500m FY25 ARR target brought forward to 1H25 and 2030 target of $1bn ARR ahead of RBCe ($844m FY30) and Cons ($951m FY30). TAM of $13.5bn quantified for the first time with breakdown by product. "LT profit margins of 35%+ through economies of scales flagged. New outlooks are incrementally positive however not significantly different from what consensus was expecting. "Multiple Levers for Growth Beyond $500m ARR. Breakdown of expansion of ARR beyond $500m highlights TNE's multiple"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1818138376341766513) 2024-07-30 04:15:42 UTC 8852 followers, 1277 engagements


"Joe Ashton on Regal Partners $RPL and Cettire $CTT: "Regal's Cettire stake in March 2024 was worth $XXX million. It then bought a further $XX million of shares. "At the closing bell on Friday Regal's XX per cent stake was worth just $XX million. "The losses for Regal's fund clients would be unrivalled if not for King's other recent catastrophic investment: in insolvent biotech Opthea." #stocksinfocus #XJO #equities #investing"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1934371156993495451) 2025-06-15 22:03:17 UTC 8851 followers, 4051 engagements


"Citi on 29Metals $29M: "29M is annualising just below the low end of guidance with production still expected to be 2H weighted. "Golden Grove broke even for the quarter with another seismic issue occurring post quarter end. Group cash declined $33m QoQ excluding the $54m in final insurance proceeds to end at $187m from MarQ's $166m. Net debt $19m. (.) "Given Citi's bearish view on copper heading sub US$9k/t in the short term we maintain our Sell recommendation based on valuation." #stockinfocus #copper #XJO #investing #equities"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1945984313952203163) 2025-07-17 23:09:49 UTC 8853 followers, XXX engagements


"Citi: "Iron ore equities have experienced a strong rebound in risk appetite from March low levels. The risk-on trade reflects renewed interest in iron ore with China imports up despite weakening China steel production. "Citi remains cautious on this iron ore rebound; steel production cuts in China should favour steel pricing rather than iron ore pricing. "However for now the interest seems to lie with iron ore and its exposed equities. "We favour BHP in the big caps and CIA in the mid cap iron ore space. BHP for operational performance versus peers and CIA for leverage to higher grade iron"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1947779250259669199) 2025-07-22 22:02:15 UTC 8851 followers, XXX engagements


"I'll be on @ausbiztv's The Call today noon-1pm XX minutes and 10+1 #stocks to discuss incl $MAQ $PTM $MGH $BSL & more with Seneca's Luke Larative Be there or be square #allweatherman @FNArena #investing #equities #XJO"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1934732480936071611) 2025-06-16 21:59:03 UTC 8851 followers, 1420 engagements


"RBC Capital on ResMed $RMD: "We expect RMD to produce a strong 4Q25 result driven by solid revenue growth and continued gross margin improvement. "We have a positive outlook for RMD given increased awareness of OSA its main competitor likely remaining out of the US market for the next XX months and RMD's products being largely exempt from US tariffs. "We have revised our forecasts and lifted our PT to US$294/share (from US$255). We upgrade to an OP rating given the stock's undemanding valuation and appealing TSR." #stockinfocus #XJO #equities #investing"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1945241832889442315) 2025-07-15 21:59:28 UTC 8852 followers, 1264 engagements


"Citi on Netwealth $NWL: "Netwealth reported weaker than expected net flows While outflows were elevated the miss vs. our forecast was driven by weaker in-flows which could be a function of market volatility through the course of quarter. "Custody FuA was in-line with our forecast while total FuA was stronger than VA consensus. "Net-net we see potential for slightly upgrades to consensus earnings with higher cash balances and managed accounts partially offset by higher mix of Ultra HNW FuA. "Net flows were weaker but was likely expected by investors and record account openings is a key"  
![@Filapek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::283392877.png) [@Filapek](/creator/x/Filapek) on [X](/post/tweet/1943099420771500482) 2025-07-10 00:06:17 UTC 8852 followers, XXX engagements