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# ![@Filapek Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::283392877.png) @Filapek Rudi Filapek-Vandyck

Rudi Filapek-Vandyck posts on X about $csl, stocks, $wtc, $pme the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::283392877/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::283392877/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +20%
- X Year XXXXXXX +6.20%

### Mentions: XX [#](/creator/twitter::283392877/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::283392877/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +29%
- X Year XXX +54%

### Followers: XXXXX [#](/creator/twitter::283392877/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::283392877/c:line/m:followers.svg)

- X Week XXXXX +0.08%
- X Month XXXXX +0.28%
- X Months XXXXX +2.10%
- X Year XXXXX +6.20%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::283392877/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::283392877/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::283392877/influence)
---

**Social category influence**
[finance](/list/finance)  XXX% [stocks](/list/stocks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[$csl](/topic/$csl) #1, [stocks](/topic/stocks) 0.67%, [$wtc](/topic/$wtc) 0.67%, [$pme](/topic/$pme) 0.45%, [$xro](/topic/$xro) 0.45%, [$tne](/topic/$tne) #2, [$dgt](/topic/$dgt) 0.22%, [$361sh](/topic/$361sh) 0.22%, [copper](/topic/copper) 0.22%, [fed](/topic/fed) XXXX%

**Top accounts mentioned or mentioned by**
[@fnarena](/creator/undefined) [@ausbiztv](/creator/undefined) [@johnwickpencil](/creator/undefined) [@rothetob](/creator/undefined) [@eddylight95](/creator/undefined) [@suntorybeverage](/creator/undefined) [@peterdee67](/creator/undefined) [@markgardn](/creator/undefined) [@ryu_tay](/creator/undefined) [@tonysycamore](/creator/undefined) [@ausbiztvs](/creator/undefined) [@blackswan2023](/creator/undefined) [@therealdale](/creator/undefined) [@m1741872](/creator/undefined) [@davidhannan1963](/creator/undefined) [@abroninvestor](/creator/undefined) [@au_shareplicity](/creator/undefined) [@thechartist](/creator/undefined) [@aushareplicity](/creator/undefined) [@delbz88](/creator/undefined)

**Top assets mentioned**
[Carlisle Companies, Inc. (CSL)](/topic/$csl) [Walton (WTC)](/topic/$wtc) [ResMed Inc. (RMD)](/topic/$rmd) [Central African Republic Meme (CAR)](/topic/$car) [AMC Entertainment Holdings, Inc. (AMC)](/topic/$amc) [AMP Token (AMP)](/topic/$amp) [BHP Group Limited (BHP)](/topic/$bhp) [Fiserv, Inc. (FI)](/topic/$fi) [StakeStone (STO)](/topic/$sto) [Nxt (NXT)](/topic/$nxt)
### Top Social Posts [#](/creator/twitter::283392877/posts)
---
Top posts by engagements in the last XX hours

"E&P on DigiCo $DGT: "We have a Neutral recommendation and a $3.61/sh valuation on DigiCo "DigiCo has released a contract win announcement and provided FY26 guidance. We are very pleased to see contracting at DigiCos SYD1 site taking out majority of their current available capacity and their total Australian contracted capacity to 41MW well above their previously announced 26MW target. "They also announced an acceleration of SYD1 capacity expansion to bring further capacity online to sell in FY27. "It is also good to see the company finally provide guidance however the FY26 underlying EBIDTA"  
[X Link](https://x.com/Filapek/status/1973913694372573550) [@Filapek](/creator/x/Filapek) 2025-10-03T00:51Z 8980 followers, 1001 engagements


"RBC Capital: "We assume coverage of Orica with an Outperform rating (no change); however we have raised our price target by X% to $XXXXX on the back of EPS upgrades of 2-4% and a change in methodology inputs. "Our rating is supported by strong forecast EPS growth favourable end-market exposures (gold and copper 45%) a shift to higher margin products and services accretive acquisitions and improving returns. "The stock is trading at an XX% discount to our PT and it is trading on an FY26e P/E multiple of 17x and at 7.9x EBITDA." #stockinfocus $ORI #XJO #equities #investing"  
[X Link](https://x.com/Filapek/status/1978922271667556757) [@Filapek](/creator/x/Filapek) 2025-10-16T20:33Z 8980 followers, XXX engagements


"Danske Bank: "We have updated our Fed call now see cuts in Oct Jan Apr and Jul" #bonds #equities #stocks #investing #XJO"  
[X Link](https://x.com/Filapek/status/1975430779623858239) [@Filapek](/creator/x/Filapek) 2025-10-07T05:19Z 8978 followers, XXX engagements


"RBC Capital on Aurizon Holdings $AZJ: "We remain Sector Perform. "We see a potential selldown of Network as a positive catalyst to crystallise value. "However having invested over $2bn to establish its Bulks and Freight strategies we need to see clear evidence of performance to ensure the remaining businesses remain compelling and therefore supported." #stockinfocus #XJO #equities #investing"  
[X Link](https://x.com/Filapek/status/1957562200564068502) [@Filapek](/creator/x/Filapek) 2025-08-18T21:56Z 8978 followers, XXX engagements


"RBC Capital on WiseTech Global $WTC: "FY25 swings and roundabout FY26 guide misses on E2Open margin dilution higher integration costs lower CargoWise revenue vs street. "FY25 perhaps a relief given concerns on product delays for CTO with -X% miss street reasonable yet profitability better with EBITDA/NPAT +3%/+5% beat to street. "Operating CF/FCF very strong beating street estimates +16%/+41% respectively. "However FY26 guide appears disappointing. FY26 sales midpoint guide +2% street but EBITDA missed (-13%) and margin X% lower at XX% vs XX% consensus. "Futher Cargowise guide growth +14-21%"  
[X Link](https://x.com/Filapek/status/1960495784623005817) [@Filapek](/creator/x/Filapek) 2025-08-27T00:13Z 8978 followers, 1927 engagements


"$RMD #stockinfocus @FNArena #equities #investing #XJO"  
[X Link](https://x.com/Filapek/status/1967797306058739887) [@Filapek](/creator/x/Filapek) 2025-09-16T03:46Z 8978 followers, 1569 engagements


"RBC Capital on $CSL: "CSL has entered into an agreement with VarmX BV where CSL will fund the global Phase X trial of VMX-C001 will make an upfront payment ofUS$117mfor an exclusive option to acquire the company and will make payments of up toUS$388mif CSL exercises its option and acquires VarmX BV. "There are then sales-based milestone payments of up toUS$1.7bn.We consider VMX-C001 to be a novel treatment for the reversal of Direct-Acting Oral Anticoagulants (DOACs) which is a fast-growing segment that is complementary to CSL Behring's portfolio. "We estimate this transaction has an NPV"  
[X Link](https://x.com/Filapek/status/1968073728279056849) [@Filapek](/creator/x/Filapek) 2025-09-16T22:05Z 8979 followers, 2327 engagements


"RBC Capital: "Infratil (IFT) hosted an annual investor day in Sydney and projected confidence as it articulated the plan to replicate past success (+18% pa over XX years). "Strong presentations from CDC and OneNZ impressed while Longroad and Gurin offered insights into the next generation growth engines. "Converting runrate earnings and executing on mega projects will be critical. "The stock traded down XXX% on Thursday driven by (i) lower Longroad NAV and (ii) CDC guiding to the lower end of FY26 earnings range.We remain Sector Perform rated." $IFT #equities #investing #stocks #XJO"  
[X Link](https://x.com/Filapek/status/1968807630178238726) [@Filapek](/creator/x/Filapek) 2025-09-18T22:41Z 8978 followers, 1106 engagements


"RBC Capital on WiseTech Global $WTC: "We were on the road with Wisetech in Canada last week meeting investors. "Key areas of investor focus: 1) transition to new commercial model; 2) integration of E2Open; 3) product delays; 4) management/board changes. FY26 is a transition year as WTC rolls out new products and transitions to a new commercial model. "Near-term cautious with many balls in the air with successive revenue downgrades vs consensus estimates over the past X years. "Remain positive long term on entrenched market leadership position growth runway and moat. Unchanged Sector Perform"  
[X Link](https://x.com/Filapek/status/1971325074558026156) [@Filapek](/creator/x/Filapek) 2025-09-25T21:24Z 8978 followers, 1480 engagements


"RBC Capital on $CSL : The President of the United States of America has communicated the US will impose a XXX% tariff on imported pharmaceutical products (branded or patented) effective on X October 2025 unless the importer is building manufacturing capacity (defined as breaking ground or currently under construction) in America. "CSL has said it does not expect any material impact from the announced tariffs but will be actively monitoring further announcements from the administration in relation to the detail of the tariffs. "CSL noted it had a very significant United States manufacturing"  
[X Link](https://x.com/Filapek/status/1971484163326071047) [@Filapek](/creator/x/Filapek) 2025-09-26T07:57Z 8979 followers, 1792 engagements


"Ord Minnett on $CSL : "There is apparent value in CSL but our concerns over revenue growth and the timing of margin recovery in the Behring business along with the complications introduced by plans to spin off the Seqirus business and most recently by the new tariff means we maintain our Hold recommendation. Our target price remains at $258.00." #stockinfocus #equities #investing #XJO"  
[X Link](https://x.com/Filapek/status/1972456170880426041) [@Filapek](/creator/x/Filapek) 2025-09-29T00:19Z 8979 followers, 2558 engagements


"Intelligent people (who should know better) doing dumb things. Comparing today's index valuation with ten twenty years ago. TechOne (on a PE of 91x) has just joined the ASX50 where it meets $CAR $COH $PME $WTC $XRO etc all High PE stocks) in further evidence the index should by default trade on much higher multiples than when $AMP $QBE $AMC etc where in their place and News Corp made up XX% of the local market. But no Rudi rules are rules and we stick to the past. I always picture Aliens looking down upon us and shaking their head. They're in no mood to reveal themselves to us. Cannot blame"  
[X Link](https://x.com/Filapek/status/1973148235880603790) [@Filapek](/creator/x/Filapek) 2025-09-30T22:09Z 8978 followers, 2277 engagements


"RBC Capital on $BHP: "While headlines read negative we view this as a neutral event. We view this ban as more of a negotiating tactic most likely an effort to secure lower long-term prices. "On government instructions steel mills could try to offset BHP volumes via Fortescue RIO Vale domestic ores or stockpiles but in aggregate it would be at higher cost and efficiency loss and this would be at the margin (competitors could currently only absorb a very small portion of BHP's volumes). "The ban would likely increase pricing power of other competitors (Vale Rio Tinto Fortescue) as they know"  
[X Link](https://x.com/Filapek/status/1973166555891638597) [@Filapek](/creator/x/Filapek) 2025-09-30T23:22Z 8979 followers, 1522 engagements


"CLSA on $XRO: "Xeros acquisition of Melio gives them access to a vast network of SMEs in the US. Notably via cashflow central a Fiserv product as well as the impending integration with ADP payrolls ADP RUN system with Fiserv calling for a ramp-up in their 2H. "We update our revenue estimates for a flatter take-rate profile given strong growth we expect from syndicated (indirect revenue) over time offsetting the benefit of higher direct rates. "Our EPS changes are +18%/-9%/-9% reflecting new Melio operating assumptions and more detailed interest income modelling near term reflecting the timing"  
[X Link](https://x.com/Filapek/status/1973585169408991706) [@Filapek](/creator/x/Filapek) 2025-10-02T03:05Z 8976 followers, 1712 engagements


"RBC Capital on Evolution Mining $EVN: "A soft Q1 with gold missing cons/RBC by 5%/8% has EVN tracking below FY26 guidance in a potentially 1H heavy production year. "Plus some project details have been omitted potentially creating some uncertainty. XXX% Q1 production of 174koz annualises to 696kozpa; below guidance 710-780koz. "This Q1 rate is helped by 6koz from Mt Rawdon which we expect to close in H2. Plus with Cowal Stage H expected to complete in H2 also we had expected EVN to produce 12koz more in H1 than H2. EVN has maintained FY26 guidance. "The Ernest Henry Feasibility Study (FS)"  
[X Link](https://x.com/Filapek/status/1978242398141710398) [@Filapek](/creator/x/Filapek) 2025-10-14T23:31Z 8976 followers, XXX engagements


"Jarden on Santos $STO: "Rating: Underweight. Target Price: A$6.25. Price (previous close): A$6.33. "Overall: Negative with delays at Barossa triggering a downgrade to 2025 production guidance. Sep qtr production and FCF generation also a miss vs both Jarden and consensus. "Last-minute hiccups at Barossa have triggered the production downgrade and while disappointing should not be material to valuation. "We were cautious on 2025 guidance going into the quarter with everything needing to go right in our view to maintain the prior guidance range. "We expect consensus earnings downgrades to"  
[X Link](https://x.com/Filapek/status/1978610092296794480) [@Filapek](/creator/x/Filapek) 2025-10-15T23:53Z 8976 followers, XXX engagements


"IG's Tony Sycamore: "While we were looking for one final leg lower towards 8600 to complete the correction todays emphatic break above the 8880/8900ish resistance zone has shifted the landscape. "It is likely that the ASX200 established a medium-term base at 8730ish and providing it holds above 8850ish it will retest the 9054-record high in the sessions ahead." @Tony_Sycamore #investing #XJO #equities #stocks"  
[X Link](https://x.com/Filapek/status/1973625168137429036) [@Filapek](/creator/x/Filapek) 2025-10-02T05:44Z 8980 followers, 1303 engagements


"RBC Capital on Premier Investments $PMV: "We initiate with a Sector Perform rating and A$19.80/share PT. "Peter Alexander remains the key growth driver of the business with a strong track record of growth. "However we see upside to be contingent on 1) long-term success in the Peter Alexander UK roll out; and 2) "Turnaround in the Smiggle business. Though we expect macro improvements to provide some support management turnover and an evolving competitive environment present execution risk in our view. "Currently trading at 17x FY26E P/E we see PMV as fairly valued." #stockinfocus #XJO"  
[X Link](https://x.com/Filapek/status/1978923441588965676) [@Filapek](/creator/x/Filapek) 2025-10-16T20:38Z 8979 followers, XXX engagements


"RBC Capital: "Recent media reports suggest China Mineral Resources Group (CMRG) has escalated its demands for RMB-denominated iron ore transactions index-linked discounts freight equalisation and uniform quality adjustments in long-term contracts with major iron ore suppliers. "CMRG now coordinates procurement for XX% of Chinese steel capacity effectively functioning as a state-backed buyer consortium. In our view the CMRG consolidation has changed the competitive dynamic enough that a revived Pilbara alliance if narrowly structured and compliance-driven may no longer be implausible. "While a"  
[X Link](https://x.com/Filapek/status/1979277627786694717) [@Filapek](/creator/x/Filapek) 2025-10-17T20:05Z 8980 followers, XXX engagements


""experts" generally do not know how to 'value' a company such as Pro Medicus just like they are stabbing in the dark when it comes to TechnologyOne and NextDC and Goodman Group and others. One size fits all approach doesn't work if you want to be precise and correct ;) $PME $TNE $NXT $GMG #stocksinfocus #XJO #equities #investing"  
[X Link](https://x.com/Filapek/status/1979335354248499533) [@Filapek](/creator/x/Filapek) 2025-10-17T23:54Z 8980 followers, XXX engagements


"My favourite recollection is not @markgardn calling it a 'short' around $XX but a 'value' investor saying there was absolutely no chance it would still make a great investment when the share price was around $10-$12. Those are the memories that stick P.S. share price doubles every XXX years and growth pace has actually been accelerating with more acceleration to come through. $TNE"  
[X Link](https://x.com/Filapek/status/1979403679007674854) [@Filapek](/creator/x/Filapek) 2025-10-18T04:26Z 8980 followers, XXX engagements


"@markgardn @claudedwalker Hehehehehe X years it was with top of the range estimated at $XXX. But it's not going well. Such is life ;) $CSL"  
[X Link](https://x.com/Filapek/status/1979722197691518977) [@Filapek](/creator/x/Filapek) 2025-10-19T01:32Z 8980 followers, XXX engagements