#  @GeoffWilsonWAM Geoff Wilson Geoff Wilson's company, Wilson Asset Management, is opposed to the Australian Labor Party's plan to tax unrealised gains, which they believe will have significant unintended consequences and harm small businesses, tech, and start-up industries. The proposed tax is on gains that may never be made, sparking concerns about fairness and its impact on investment and employment. Critics argue it will stifle growth and is unfair to Australians. ### Engagements: [---] [#](/creator/twitter::1768740881962844160/interactions)  - [--] Week [-----] +1,504% - [--] Month [-----] -95% - [--] Months [-------] -92% - [--] Year [---------] +97% ### Mentions: [--] [#](/creator/twitter::1768740881962844160/posts_active)  - [--] Months [--] -79% - [--] Year [---] -14% ### Followers: [---------] [#](/creator/twitter::1768740881962844160/followers)  - [--] Week [-----] +0.04% - [--] Month [-----] -0.19% - [--] Months [-----] +5.60% - [--] Year [-----] +83% ### CreatorRank: undefined [#](/creator/twitter::1768740881962844160/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [stocks](/list/stocks) [travel destinations](/list/travel-destinations) [technology brands](/list/technology-brands) [celebrities](/list/celebrities) [social networks](/list/social-networks) [automotive brands](/list/automotive-brands) [currencies](/list/currencies) **Social topic influence** [investment](/topic/investment), [wilson](/topic/wilson), [australia](/topic/australia), [$wle](/topic/$wle), [$wgb](/topic/$wgb), [$wam](/topic/$wam), [money](/topic/money), [capital gains](/topic/capital-gains), [stocks](/topic/stocks), [$wmx](/topic/$wmx) **Top assets mentioned** [WAM (WAM)](/topic/$wam) [BlackRock Inc (BLK)](/topic/blackrock) [Gains (GAINS)](/topic/gains) [Telos Corp (TLS)](/topic/$tls) [BHP Group Limited (BHP)](/topic/$bhp) [Quanta Services Inc (PWR)](/topic/$pwr) [WorldBrain Coin (WBC)](/topic/$wbc) [Clash of Lilliput (COL)](/topic/$col) [StakeStone (STO)](/topic/$sto) [Agilon Health, Inc. (AGL)](/topic/$agl) [Karatgold Coin (KBC)](/topic/$kbc) [Carlisle Companies, Inc. (CSL)](/topic/$csl) [Iagon (IAG)](/topic/$iag) [Tesla, Inc. (TSLA)](/topic/tesla) ### Top Social Posts Top posts by engagements in the last [--] hours "@RonShamgar Maybe the fireworks will commence later in the year for $SGR.AX As @WarrenBuffett said We want to buy them when they're on the operating table"" [X Link](https://x.com/GeoffWilsonWAM/status/1778901980251131954) 2024-04-12T21:44Z [----] followers, [---] engagements "@RonShamgar @WarrenBuffett Agree wholeheartedly Ron re Management. My observation re $SGR.AX is from now. The incompetence has occurred. My view is that from the current price the $SGR.AX valuation undervalues the company and will probably be liberated later in the year" [X Link](https://x.com/GeoffWilsonWAM/status/1779017183731077436) 2024-04-13T05:22Z [----] followers, [---] engagements "$SGR #MarketDriven investment in $WLE. As I mentioned on @X two weeks ago. It looks like the game is on.$SGR would be a #Buy for Baron Rothschild. One of my favourite investment quotes is from Rothschild who made a fortune buying in the panic that followed the Battle of Waterloo against Napoleon in [----]. He said Buy when theres blood in the streets even if the blood is your own. @amacfirst @FinancialReview headline Blood in the water may be the closest we will get. http://afr.com/chanticleer/st http://afr.com/chanticleer/st" [X Link](https://x.com/GeoffWilsonWAM/status/1792367232544374819) 2024-05-20T01:30Z [----] followers, [----] engagements "@suemitchellafr Id always back Sol $PMV. It will all eventually become clear" [X Link](https://x.com/GeoffWilsonWAM/status/1772463618845548683) 2024-03-26T03:20Z [----] followers, [--] engagements "Thank you Larry @BlackRock for pointing to the Australia's superannuation system as a good model and saying Australians "likely have more retirement savings per capita than any other country." We have @PaulJKeating one of our ex prime ministers to thank. He also introduced the Franking Credit System when treasurer in [----] to stop the double taxation of dividends. The Franking System has also had significant consequences for all Australians and the Australia Capital Markets by encouraging Australian companies to pay tax in Australia invest in Australia employ Australian and it has" [X Link](https://x.com/GeoffWilsonWAM/status/1772618361764970566) 2024-03-26T13:35Z [---] followers, [---] engagements "Good to see that Larry @BlackRock in his annual newsletter was pointing to the Australia's superannuation system as a good model and saying Australians "likely have more retirement savings per capita than any other country." Thanks to @PaulJKeating and thank you for creating the Franking Credit System to stop the double taxation of dividends. The Franking System has also had significant consequences for all Australians and the Australia Capital Markets by encouraging Australian companies to pay tax in Australia invest in Australia employ Australian and it has significantly reduced the cost of" [X Link](https://x.com/GeoffWilsonWAM/status/1772816962412011837) 2024-03-27T02:44Z [---] followers, [---] engagements "Thank you Larry @BlackRock for pointing to the Australia's superannuation system as a good model and saying Australians "likely have more retirement savings per capita than any other country." We have @PaulJKeating one of our ex prime ministers to thank. He also introduced the Franking Credit System when treasurer in [----] to stop the double taxation of dividends. The Franking System has also had significant consequences for all Australians and the Australia Capital Markets by encouraging Australian companies to pay tax in Australia invest in Australia employ Australian and it has" [X Link](https://x.com/GeoffWilsonWAM/status/1772819226451153242) 2024-03-27T02:53Z [---] followers, [---] engagements "@spenderallegra I agree @spenderallegra thats exactly what Australia needs logical bold tax reform. Im with you I share his goals of more investment more productivity and a bigger economic pie that benefits more Australians. Time for tax change" [X Link](https://x.com/GeoffWilsonWAM/status/1773111190475989501) 2024-03-27T22:13Z [---] followers, [--] engagements "They will all revert to NTA eventually. The challenge is putting a timeframe on the reversion. The ones that are changing structure are the ones not prepared to commit significant resources to getting the share price back to trading at asset backing. Its fantastic for the investors as you either buy the discount of a LICs that will commit significant resources to increase the share price to asset backing or you buy the discount of the ones not prepared and they give you asset backing. Either way you win and thats what @taylorswift13 knows. Shes a very smart operator" [X Link](https://x.com/GeoffWilsonWAM/status/1773187609252028763) 2024-03-28T03:17Z [---] followers, [--] engagements "A great interview. One easy way to get exposure to the best global fund managers and support Australian youth mental health - become a share holder in $fgg.ax Listen to our latest episode of Take Stock with Zehrid Osmani Head of the Global Long-Term Unconstrained team at Martin Currie a pro bono fund manager for Future Generation Global (ASX: FGG): https://t.co/VWORsxZOXU https://t.co/F4OYTRvyg1 Listen to our latest episode of Take Stock with Zehrid Osmani Head of the Global Long-Term Unconstrained team at Martin Currie a pro bono fund manager for Future Generation Global (ASX: FGG):" [X Link](https://x.com/GeoffWilsonWAM/status/1773317879800217796) 2024-03-28T11:55Z [---] followers, [---] engagements "Leaving NYC after some excellent meetings @BlackRock @KKR_Co @BillAckman @boazweinstein etc and a person with more experience in CEFs and LICs than anyone Ive met (40+years). Currently at the airport and due to @JoeBiden @POTUS fund raiser tonight in NYC the airport is chaos as both @BarackObama and @BillClinton are arriving. Looking forward to arriving back to Sydney and seeing all @WilsonAssetMgmt @FutureGenInvest investors on our Australia wide roadshow over the next two weeks. See you there P.S. @Realeugenelevy is on the flight to LA. I had to congratulate him on the Reluctant Traveller" [X Link](https://x.com/GeoffWilsonWAM/status/1773432338841841855) 2024-03-28T19:29Z [----] followers, [---] engagements "Beautifully written Damon. What an inspiring story. Congratulations Pip for what you are achieving. We need to continue investing in mental health. All Governments @AustralianLabor need to step up as mental health in Australia is grossly underfunded. $fgg.ax invests $5.5m a year in youth mental health prevention and significantly more needs to be done. The wine dynasty departure which moulded a mental health crusade https://t.co/54xvoXKvCU The wine dynasty departure which moulded a mental health crusade https://t.co/54xvoXKvCU" [X Link](https://x.com/GeoffWilsonWAM/status/1773543542956446010) 2024-03-29T02:51Z [---] followers, [---] engagements "I prefer economic history. My recent favourite is The price of peace a fascinating book covering the life of John Maynard Keynes . A surprisingly enjoyable read Looking for your next read These nine recent books on history are some of the best the genre has to offer https://t.co/KLBFIZh4RH 👇 Looking for your next read These nine recent books on history are some of the best the genre has to offer https://t.co/KLBFIZh4RH 👇" [X Link](https://x.com/GeoffWilsonWAM/status/1773569112519672206) 2024-03-29T04:33Z [---] followers, [---] engagements "Its Children and the @AustralianLabor Franking Credit system created by @PaulJKeating. Australia would be in a significantly worse position if it wasnt for the Franking Credit system in Australia. We need our children and they need to be employed by Australian companies paying Australian tax. The Franking System has also had significant consequences for all Australians and the Australia Capital Markets by encouraging Australian companies to pay tax in Australia invest in Australia employ has significantly reduced the cost of capital for Australian companies as it encourages Australian" [X Link](https://x.com/GeoffWilsonWAM/status/1773979166750429242) 2024-03-30T07:42Z [---] followers, [--] engagements "@TheLongInvest Looks Cheap on the facts . Looks like the market is pricing $PYPL for a big drop in earnings in the future. If that doesnt happen the stock is cheap 👍" [X Link](https://x.com/GeoffWilsonWAM/status/1774299474971807932) 2024-03-31T04:55Z [---] followers, [----] engagements "@_nihar___ @TheLongInvest The market price will be a function of the earnings growth of $PYPL. At such a low PE the market is inferring no growth or negative growth this year" [X Link](https://x.com/GeoffWilsonWAM/status/1774583306732044586) 2024-03-31T23:43Z [----] followers, [---] engagements "@OwenRask Probably stick with Albert Einsteins view and invest more money in the stock market Compound interest is the eighth wonder of the world. He who understands it earns it he who doesnt pays it" [X Link](https://x.com/GeoffWilsonWAM/status/1774935169516064915) 2024-04-01T23:01Z [---] followers, [---] engagements "It will adjust. Either the Market holds up and the IPOs start coming later in the year or the market weakens and then very few IPOs. In the #USA on the positive side the early success of Reddit ($RDDT) and Astera Labs ($ALAB) cheered market watchers. On March [--] social media platform Reddit soared 48% in its debut. The day before AI chip play Astera Labs surged 72% on its first trading day. For the #USA IPO market to open up youll need a continuation in market strength and more successful IPOs to increase confidence" [X Link](https://x.com/GeoffWilsonWAM/status/1775201969428467716) 2024-04-02T16:41Z [---] followers, [---] engagements "@elonmusk Disrupting industries & inspiring millions @Tesla is a beacon of innovation. At the @WilsonAssetMgmt investor conference in SydneyAustralia today $WGB.AX investment team viewed it as a SELL in the Buy Hold Sell segment. Reason being:-Earnings downgrades missed deliveries and still on over 50x forward PE. The cars are impressive 👍 It looks like the era of high growth are behind @Tesla and it needs to trade on a much lower earnings multiple 🤷🏽♂🤷🏽♂🤷🏼♂ Elon could you share a spark of insight that might change their perspective Whats the next frontier for Tesla that could turn" [X Link](https://x.com/GeoffWilsonWAM/status/1775790802549227921) 2024-04-04T07:41Z [---] followers, [----] engagements "My [--] stock picks from the @FutureGenInvest @WilsonAssetMgmt presentation at 1pm today in Sydney. Thank you to the [----] people who attended in person 🙏 Ideally @WilsonAssetMgmt likes buying undervalued growth companies when we can identify a catalyst that will rerate the share price. Our rating system is [--]. Management. 2.EPS growth. 3.Valuation [--]. Industry/position The first pick 1)$A2M.AX infant formula and milk company. It rates Catalyst: earnings upgrades on the back of better than expected market share gains in China and a rebounding in birth rates this year due to the year of the Dragon." [X Link](https://x.com/GeoffWilsonWAM/status/1775873454627229954) 2024-04-04T13:10Z [----] followers, [----] engagements "@RotheTob @WilsonAssetMgmt @LivewireMarkets Wed agree with that. Secure earnings stream supported by infrastructure assets" [X Link](https://x.com/GeoffWilsonWAM/status/1776118521409503263) 2024-04-05T05:23Z [---] followers, [---] engagements "@Larryjamieson_ https://www.google.com/searchq=will+ferrell+cannonball&ie=UTF-8&oe=UTF-8&hl=en-au&client=safari#fpstate=ive&vld=cid:95f77ebevid:KAMb926Y_Ncst:0 https://www.google.com/searchq=will+ferrell+cannonball&ie=UTF-8&oe=UTF-8&hl=en-au&client=safari#fpstate=ive&vld=cid:95f77ebevid:KAMb926Y_Ncst:0" [X Link](https://x.com/GeoffWilsonWAM/status/1776235416976543863) 2024-04-05T13:08Z [----] followers, [---] engagements "#Gold BUY - Stocks Picks from the @futuregeninvest Presentation Brisbane Friday #fundmanager $FGX.AX rotating into commodity stocks. Currently a #GoldBull benefits from lower interest rates and a week $US Stocks :- $NEM.AX and $SPR.AX" [X Link](https://x.com/GeoffWilsonWAM/status/1776773064380067952) 2024-04-07T00:44Z [----] followers, [----] engagements "@stellarteta @plebcapital @TaxpayersParty @PaulJKeating @AustralianLabor Good point Stella. A quick and brutal quarter - GDP plunging 7% in the June qtr after a 0.3% contraction in the March qtr" [X Link](https://x.com/GeoffWilsonWAM/status/1776809974183989286) 2024-04-07T03:11Z [----] followers, [---] engagements "@88888sAccount 10/10 - right on #franking system has significantly reduced the cost of capital for corporate Australia which allows companies to investgrow and employ more Australians 👑" [X Link](https://x.com/GeoffWilsonWAM/status/1776871921147105524) 2024-04-07T07:17Z [----] followers, [---] engagements "The #franking system encourages Australian companies to invest and pay tax in Aust and employ Australian. So the biggest beneficiary will be #Millennials. More #Millennials in the workforce than any other generation and they are set to make up [--] percent of the total Australian workforce by 2025" [X Link](https://x.com/GeoffWilsonWAM/status/1776905046376301024) 2024-04-07T09:29Z [----] followers, [----] engagements "@EFucsk48267 @88888sAccount Myopic view . I could have pledged it away ten years ago. Then $75 million wouldnt have gone to youth mental health and children at risk in Australia as $FGG.AX and $FGX.AX would never have been created" [X Link](https://x.com/GeoffWilsonWAM/status/1776938113782415406) 2024-04-07T11:40Z [----] followers, [--] engagements "@jb_simple @FutureGenInvest @StanleyDrucken1 long $GOLD and $NEM" [X Link](https://x.com/GeoffWilsonWAM/status/1777049720248291827) 2024-04-07T19:04Z [----] followers, [---] engagements "@plebcapital @eveleigh_cap @Nd172557208 @Twasluck1 Will do. Its all a totally new market for me" [X Link](https://x.com/GeoffWilsonWAM/status/1777101071489650903) 2024-04-07T22:28Z [----] followers, [---] engagements "$WGB.AX @WilsonAssetMgmts first [--] are $ADBE $GOOG $AJG $CME $ICE" [X Link](https://x.com/GeoffWilsonWAM/status/1777239905737077025) 2024-04-08T07:39Z [----] followers, [----] engagements "@WilsonAssetMgmt Our 2nd [--] are $INTU $V $ORLY $RI $TMO of the MS moat stocks owned by $WGB.AX @WilsonAssetMgmt lets hope the water doesnt dry up 😬😀" [X Link](https://x.com/GeoffWilsonWAM/status/1777275413921931709) 2024-04-08T10:00Z [----] followers, [----] engagements "@abroninvestor @RodneyForrest00 @WilsonAssetMgmt Rodney I agree it needs a bit of work. Strange they have $LYV and not their European peer $OEEE.LSE" [X Link](https://x.com/GeoffWilsonWAM/status/1777321777213198738) 2024-04-08T13:05Z [----] followers, [---] engagements "Hi Wayne The #franking campaign in 2018/19 against @AustralianLabors policy was to stop inequitable illogical and unfair legislation. It was flawed. [--]. If you were in an Industry and Union fund you KEPT your #franking credits [--]. If you were in #SMSF you LOST your franking credits [--]. If you started the pension on or before 28th March [----] you KEPT your #franking credits [--]. If you were born a day later and started your pension on the 29th March [----] you LOST your #franking credits It was always going to fail. Re tax reform - that is something both @AustralianLabor and @LiberalAus need to" [X Link](https://x.com/GeoffWilsonWAM/status/1777327937274200311) 2024-04-08T13:29Z [----] followers, [---] engagements "Stock pick - $WOR.ASX from yesterdays $FGX.AX @FutureGenInvest conference in Hobart. In Melb today see you at Sofitel [--] Collins St at 10.00am. One of its boutique fund managers says:- [--] ways to invest: 1) pay up for a quality company and let it grow 2) find a company at an inflexion point where it will grow faster and deliver higher ROE - improving quality. Worley is is set to benefit from a recovery in capital spend in resources and energy. The real benefit will be to a capture the Investment boom as the global economy invest into a low carbon future. Worleys work in this area is growing at" [X Link](https://x.com/GeoffWilsonWAM/status/1777454794598424778) 2024-04-08T21:53Z [----] followers, [----] engagements "@Kingkon33780853 @Alonzo_CTHG @Jkoozi1 @FutureGenInvest We arent buying $SPR.AX a fund manager who was presenting owns it and likes it as a leveraged play on #Gold" [X Link](https://x.com/GeoffWilsonWAM/status/1777590512947495423) 2024-04-09T06:52Z [----] followers, [---] engagements "#ETFs are a great learning ground for investors. If you want to do a little more research and invest in a better structure then #LICs make sense. They say the #LIC is the thinking persons ETF To put it into perspective funds under management in Australia are $4.57 trillion. #ETFs are $150 billion and #LICs are $50 billion. So 96% of FUM are managed trust structures 3% are ETFs and 1% are LICs" [X Link](https://x.com/GeoffWilsonWAM/status/1777661676185383124) 2024-04-09T11:35Z [----] followers, [---] engagements "If you read the article its talking about the risk of asset allocation in Australia not dividends - It results in a higher-risk portfolio. A portfolio with a large exposure to toll-collectors and basic materials And 5/8 or King Wally Ive included a great read for you from @Fidelity which deals with a number of Myths re the #Franking system and capital expenditure etc. Im sure youll enjoy the read" [X Link](https://x.com/GeoffWilsonWAM/status/1777674834564317311) 2024-04-09T12:28Z [----] followers, [--] engagements "@roninanarisuto @bowtiedstocks @notcherylkernot @WilsonAssetMgmt That chart to me reads opportunity. Do you research and the discount will amplify your returns. Why not buys an #LIC that gives you a $1 worth of exposure to the stock market for only 85c.Better than paying $1 for an #ETF #LICs the thinking persons #ETF" [X Link](https://x.com/GeoffWilsonWAM/status/1777830692522803589) 2024-04-09T22:47Z [----] followers, [---] engagements "To successfully invest you must be able to turn down your emotions. You must make sure you can turn them back up when your partner arrives home. "Individuals who cannot master their emotions are ill-suited to profit from the investment process."🎯 Ben Graham "Individuals who cannot master their emotions are ill-suited to profit from the investment process."🎯 Ben Graham" [X Link](https://x.com/GeoffWilsonWAM/status/1778081055905620231) 2024-04-10T15:22Z [----] followers, [----] engagements "The less the better. If you have done your homework and understand all the risks plus have identified a clear catalyst that will rerate the company then [--]. [--] gives you significant diversification If you want maximum diversification then buy a #CEF or #LIC at a discount to its assets and you get more market leverage than an #ETF" [X Link](https://x.com/GeoffWilsonWAM/status/1778181374228504915) 2024-04-10T22:00Z [----] followers, [----] engagements "@IMFletcher70 @DividendBreeder All good buying. Its been a very strong equity market recently. You tend to find that when the market is strong people want leverage and they sell diversified portfolios like #LICs. When they find out its not that easy to make money they go back to buying #LICs" [X Link](https://x.com/GeoffWilsonWAM/status/1778187063990624679) 2024-04-10T22:23Z [----] followers, [---] engagements "Emerald Resources $EMR.AX - #Market Driven investment. Excellent management team led by Morgan Hart (ex Regis Resources $RRL.AX ) Low cost Cambodian gold mine Okvau printing cash. Catalysts - outperformance of market expectations for earnings and cash flow expectations. Australian mine Bullseye development could lead to another catalyst to rerate the stock" [X Link](https://x.com/GeoffWilsonWAM/status/1778210015536660972) 2024-04-10T23:54Z [----] followers, [----] engagements "#Gold price has decoupled from real interest rates. Why" [X Link](https://x.com/GeoffWilsonWAM/status/1778442477483204748) 2024-04-11T15:18Z [----] followers, 22.6K engagements "#L1 Capitay one of our fund managers $FGX.AX @FutureGenInvest . Can Buy $FGX.AX at $1.20 and receive annual fully #franked dividend yield of 5.7% when Assets are $1.37 #Great Value One of Australias most-prominent activist hedge funds is notching returns nearly double that of the countrys benchmark stock index as the once-shunned investment style becomes increasingly popular. https://t.co/PSBBWe4GsL One of Australias most-prominent activist hedge funds is notching returns nearly double that of the countrys benchmark stock index as the once-shunned investment style becomes increasingly" [X Link](https://x.com/GeoffWilsonWAM/status/1778540786449277226) 2024-04-11T21:49Z [----] followers, [----] engagements "#Stockpick - Codan $CDA.AX - #MarketDriven #investment Metals detection business that has entered into the defence industry benefitting from World conflict. Both businesses delivering strong growth. #Catalyst earnings upgrade August result. Strong balance sheet possible M&A For those that missed us in #Adelaide today on @WilsonAssetMgmt #investor roadshow #ThankYou" [X Link](https://x.com/GeoffWilsonWAM/status/1778717712195396076) 2024-04-12T09:32Z [----] followers, [----] engagements "@skyquake_1 @AustralianLabor @ASX @WilsonAssetMgmt For any capital raising of listed or unlisted raisings without a prospectus. All @ASX listed companies need to be excluded from the sophisticated investor test as to be listed on @ASX the company has to abide by the @ASX rules" [X Link](https://x.com/GeoffWilsonWAM/status/1778761731361148968) 2024-04-12T12:26Z [----] followers, [---] engagements "Our thoughts and prayers go out to everyone impacted by the attack in Bondi Junction today @WilsonAssetMgmt" [X Link](https://x.com/GeoffWilsonWAM/status/1779059839534256430) 2024-04-13T08:11Z [----] followers, [----] engagements "The #UK Government through ignorance has created these opportunities. Unfortunately the UK in [----] abandoned a tax system that encouraged UK investors (retail and pension funds) to invest in UK companies. It was called the Advanced Corporation Tax (ACT) introduced in [----] and stopped in [----]. This is one of the reasons the UK stock market has preformed badly as it has lead to $billion and $billions being pulled out of the UK market as Insurance and pension funds' investments in UK shares have fallen from 45.7% ownership in [----] to 4.2% by [----] which is the lowest percentage held on record. It" [X Link](https://x.com/GeoffWilsonWAM/status/1779482220463612228) 2024-04-14T12:09Z [----] followers, [----] engagements "#Bullish on #SmallCap stocks Is this very #Bullish or should we be nervous re [----] We are bullish. What do you think @WilsonAssetMgmt $WAM.AX $WMI.AX" [X Link](https://x.com/GeoffWilsonWAM/status/1779620781171019849) 2024-04-14T21:20Z [----] followers, [----] engagements "On my recent trip to #NYC our Lead Portfolio Manager of $WGX.AX Catriona Burns and I visited $KKR. A very impressive company KKR Investor Day slide pack . https://t.co/DEKyyaV1G0 https://t.co/P3uLsLHtMR KKR Investor Day slide pack . https://t.co/DEKyyaV1G0 https://t.co/P3uLsLHtMR" [X Link](https://x.com/GeoffWilsonWAM/status/1779738142305669442) 2024-04-15T05:06Z [----] followers, [----] engagements "Hi Lloyd since after Covid I havent been bullish on the equity market again until the start of this year. Re #Small/Mid Caps we have been waiting for the significant underperformance of relative valuations to Large Caps to start reversing. Which it appears has started 🤞🤞🤞 $WAM.AX $WMI.AX" [X Link](https://x.com/GeoffWilsonWAM/status/1779806480511955424) 2024-04-15T09:38Z [----] followers, [---] engagements "@iknownoothing @plebcapital Wheelie what are your thoughts on $BTC halving this week" [X Link](https://x.com/GeoffWilsonWAM/status/1779934042168885525) 2024-04-15T18:05Z [----] followers, [---] engagements "Thats very generous Rodney. Improving Mental Health in Australia particularly for young Australians is very close to my heart (reason being @FutureGenInvest - happy to put in $40k so lets make it $50k. http://FGX.AX @mastersinvest @NickMcKim Excellent post MastersInvest. I am still waiting Nick. Check my tagged tweet of you. We can debate ROE on Spaces. I will donate $10k to your charity. @GeoffWilsonWAM said he would also match. So its $20k. So let's do it. Join me dual on logic. Play ball not the man. http://FGX.AX @mastersinvest @NickMcKim Excellent post MastersInvest. I am still waiting" [X Link](https://x.com/GeoffWilsonWAM/status/1780499598785880257) 2024-04-17T07:32Z [----] followers, 15.3K engagements "A great article by @aaronw11 @FinancialReview Unfortunately the @ausgov @AustralianLabor @AlboMP @JEChalmers introduced legislation last year that has significant unintended consequences. One is to disadvantage companies listed on the @ASX . Until this is changed the @ASX will continue to shrink. Unlisted companies can do #buybacks and it has no impact on there #FrankingCredits. If you are listed and you do an on or off market #buyback you will lose #FrankingCredits on a per share basis. Will @LiberalAus @PeterDutton_MP @AngusTaylorMP change it Unintended consequences- Disaster for @ASX" [X Link](https://x.com/GeoffWilsonWAM/status/1780868660481097760) 2024-04-18T07:59Z [----] followers, [----] engagements "Im with you Rodney. When I set up @WilsonAssetMgmt twenty six years ago I spent the first six months reading every stockbroking analysts report I could find. After that period I realised there was more value in talking to management and that was the end of reading every report. EVERY Professional Investor I know regarding Analyst research either: (1) Doesn't read it at all; (2) Uses it as a contra signal; or (3) Only reads Intiations. Intiation reports can be helpful to get quickly up to speed. Outside that it's all mostly useless Agree/Disagree 🤔 EVERY Professional Investor I know regarding" [X Link](https://x.com/GeoffWilsonWAM/status/1780915869511782749) 2024-04-18T11:06Z [----] followers, [----] engagements "Taxing unrealised gains is unaustralian and will backfire on @AlboMP @JEChalmers @AustralianLabor What is your position @LiberalAus @PeterDutton_MP @AngusTaylorMP https://www.afr.com/wealth/personal-finance/new-superannuation-tax-may-hit-venture-capital-20240416-p5fka4 https://www.afr.com/wealth/personal-finance/new-superannuation-tax-may-hit-venture-capital-20240416-p5fka4" [X Link](https://x.com/GeoffWilsonWAM/status/1781084827988435087) 2024-04-18T22:18Z [----] followers, [----] engagements "Time for @ausgov @AustralianLabor @AlboMP @NSWHealth to properly fund #MentalHealth in Australia Workers plead for mental health fix https://www.theaustralian.com.au/nation/politics/psychiatrists-warn-mental-health-system-is-under-siege-and-stress/news-story/6f9e3d0665e3664f71e2658f3a4b1d7b https://www.theaustralian.com.au/nation/politics/psychiatrists-warn-mental-health-system-is-under-siege-and-stress/news-story/6f9e3d0665e3664f71e2658f3a4b1d7b" [X Link](https://x.com/GeoffWilsonWAM/status/1781464288592622065) 2024-04-19T23:25Z [----] followers, [---] engagements "@taxlosstrades taxloss you obviously bored. I understand you are an ex hedge fund manager. Best to find other uses for your time" [X Link](https://x.com/GeoffWilsonWAM/status/1781825691295908047) 2024-04-20T23:22Z [----] followers, [---] engagements "$GDC.AX equivalent to a #LIC in wind up mode. Expecting to get over $3 pretax. They own about 1% of #AirTrunk. $GDC.AX makes up a little over 6% of $WAR.AX assets. $WAR.AX currently trading below NTA 🚀 https://www.afr.com/street-talk/airtrunk-suitors-banker-up-as-15b-sale-gets-underway-data-room-open-20240421-p5flf0 https://www.afr.com/street-talk/airtrunk-suitors-banker-up-as-15b-sale-gets-underway-data-room-open-20240421-p5flf0" [X Link](https://x.com/GeoffWilsonWAM/status/1782167838180233456) 2024-04-21T22:01Z [----] followers, [----] engagements "@Filapek We are with you Rudi.$WMI.AX (WAM Microcap) raising happening now" [X Link](https://x.com/GeoffWilsonWAM/status/1782374010090815851) 2024-04-22T11:40Z [----] followers, [---] engagements "@cjoye I hope you pick up the management of the $8b of fixed income and global credit money Chris" [X Link](https://x.com/GeoffWilsonWAM/status/1782581791603466376) 2024-04-23T01:26Z [----] followers, [---] engagements "@BJonRo @taxlosstrades @ausgov @AustralianLabor Ones payment for a service. The other is an unfair tax on profits that may never be realised" [X Link](https://x.com/GeoffWilsonWAM/status/1782593909480419343) 2024-04-23T02:14Z [----] followers, [---] engagements "@taxlosstrades @WilsonAssetMgmt Youre an ex Hedge fund manager. How did you charge your fees You charged your fees for managing a portfolio. If you dont understand the difference better that and a tax on unrealised gains then give me a call Ill explain it to you" [X Link](https://x.com/GeoffWilsonWAM/status/1782688913540460849) 2024-04-23T08:32Z [----] followers, [----] engagements "@ftr_investors All the numbers Ive seen have the greatest correlation is between the share price and #EPS growth" [X Link](https://x.com/GeoffWilsonWAM/status/1782724903814430834) 2024-04-23T10:55Z [----] followers, [---] engagements "$EML - Market Driven owned by $WAM.AX $WMI.AX $WAA.AX .The new board and management team have done a solid job exiting the two problem divisions. Now focussed on driving the core divisions which we believe will deliver better than expected revenue growth and Ebitda margins over the next few years. With a net cash balance sheet and trading on 5x EV/EBITDA in FY26 it rates for us with catalysts being potential earnings upgrades over the next [--] years" [X Link](https://x.com/GeoffWilsonWAM/status/1782878848499277933) 2024-04-23T21:06Z [----] followers, 10.6K engagements "$WMI.AX went into a trading holt yesterday to complete its capital raising. Very strong demand https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02798160-2A1518900 https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02798160-2A1518900" [X Link](https://x.com/GeoffWilsonWAM/status/1782880344561377423) 2024-04-23T21:12Z [----] followers, [----] engagements "Good work David. Keep @ausgov @AustralianLabor honest. We can do better. We need bipartisan tax reform Give us a break https://t.co/0Swm71Kyhz Give us a break https://t.co/0Swm71Kyhz" [X Link](https://x.com/GeoffWilsonWAM/status/1782906445765411311) 2024-04-23T22:56Z [----] followers, [----] engagements "$BHP.AX the Big Australian offering script to buy $AAL 👊 Offshore script deals can be a challenge. If successful index reweighting would be positive. Good for Australia" [X Link](https://x.com/GeoffWilsonWAM/status/1783301392431763464) 2024-04-25T01:05Z [----] followers, [----] engagements "@RotheTob $AAl made the announcement saying an all script deal with no details. Nothing from $BHP" [X Link](https://x.com/GeoffWilsonWAM/status/1783307401443111234) 2024-04-25T01:29Z [----] followers, [---] engagements "#BUY $FGG.AX $FGX.AX if you want to invest with the best boutique managers and support Australian #MentalHealth. @FutureGenInvest CEO Carolines presentation recording on ASX CEO Connect published on the ASXs YouTube channel. https://www.youtube.com/watchv=jpueeSKhFWk https://www.youtube.com/watchv=jpueeSKhFWk" [X Link](https://x.com/GeoffWilsonWAM/status/1783708026693960023) 2024-04-26T04:01Z [----] followers, [----] engagements "Solid question. My guess is youll do better buying $FGG.AX than the global index. [--]. Paying 83c for $1.00 of assets. NTA last month was $1.61 with the market down and currency movements our guess is the discount is about 17% Thus the index fund will have to outperform $FGG.AX by 20.48% assuming the share price trades at NTA. The share price has historically traded at a premium about four years ago. [--]. Remember #LICs are company structures so they pay tax at 30% and then pass #fullyfranked dividends to shareholders. If you like index funds good strategy. Just remember to donate the money to" [X Link](https://x.com/GeoffWilsonWAM/status/1783738256955515082) 2024-04-26T06:01Z [----] followers, [---] engagements "We are with you Ron $EML updated summary: - All regulatory matters resolved - Sentenial sale to complete within 3-4 months - Management 💯 focused on growth now Cap is $380m with $45m net cash (post Sentenial) EV $345m and consensus is $60m Ebitda ($30m FCF) in FY2025 Trading on 5.75x 💰💰💰 $EML updated summary: - All regulatory matters resolved - Sentenial sale to complete within 3-4 months - Management 💯 focused on growth now Cap is $380m with $45m net cash (post Sentenial) EV $345m and consensus is $60m Ebitda ($30m FCF) in FY2025 Trading on 5.75x 💰💰💰" [X Link](https://x.com/GeoffWilsonWAM/status/1783826599747649927) 2024-04-26T11:52Z [----] followers, [----] engagements "Tax reform is desperately needed. We are all calling out for it. We need bipartisan support to revamp of the tax system @AlboMP @JEChalmers and @PeterDutton_MP @AngusTaylorMP need to listen to the recent commentary from Ken Henry Phil Lowe OECD tax executive/ex Labor MP David Bradbury and now @SHamiltonian I dont have a strong view on negative gearing. I do have a strong view on letting people gear up into productive assets that employ Australian (companies) My piece in today's @FinancialReview explaining why negative gearing is neither a tax concession nor particularly impactful on house" [X Link](https://x.com/GeoffWilsonWAM/status/1783986856537055389) 2024-04-26T22:29Z [----] followers, [----] engagements "@au_shareplicity A good list. Id drop out Wolf of Wall Street and leave in Boiler Room. I was broking in NYC from [----] to [----] and is was only 90% as bad as WOWS" [X Link](https://x.com/GeoffWilsonWAM/status/1784472433921314888) 2024-04-28T06:39Z [----] followers, [---] engagements "Restructure the tax system and listen to the experts. Tax reform is desperately needed.We are all calling out for it. We need bipartisan support to revamp the tax system @AlboMP @JEChalmers and @PeterDutton_MP @AngusTaylorMP need to listen to the recent commentary from Ken Henry Phil Lowe OECD tax executive/ex Labor MP David Bradbury and now @SHamiltonian" [X Link](https://x.com/GeoffWilsonWAM/status/1784568528814907690) 2024-04-28T13:01Z [----] followers, [---] engagements "PC its clear we need change. The younger generation cant support the older generation as in previous decades. As the population ages the income tax burden will fall on a shrinking share of working-age taxpayers. As @Johnkehoe23 wrote We are heading for what former Treasury secretary Ken Henry has lamented as an intergenerational tragedy. We need bipartisan support to revamp the tax system @AlboMP @JEChalmers and @PeterDutton_MP @AngusTaylorMP Best to listen to the experts with recent commentary from Ken Henry Phil Lowe OECD tax executive/ex Labor MP David Bradbury" [X Link](https://x.com/GeoffWilsonWAM/status/1784711825126547759) 2024-04-28T22:30Z [----] followers, [---] engagements "What is the state of the Australian #IPO market Well find out at 11am when $TEA.AX lists. $WMI.AX small position in #MarketDriven part of the portfolio Stephen Young says he held out for the thawing of the IPO market rather than commit a breach of faith by selling to private equity buyers. https://t.co/MPbVjDUi33 Stephen Young says he held out for the thawing of the IPO market rather than commit a breach of faith by selling to private equity buyers. https://t.co/MPbVjDUi33" [X Link](https://x.com/GeoffWilsonWAM/status/1784729795022209355) 2024-04-28T23:41Z [----] followers, [----] engagements "Good start Ron we have a little in $WMI.AX - #MarketDriven play Dividend was planned for the 1H24 result. Tasman $TEA IPO today and on its first day trading announces a dividend We dont hold but Ive never seen that before. Great start for holders 👏 (We prefer instead $SRG and $SXE with long term trading history on ASX ) Tasman $TEA IPO today and on its first day trading announces a dividend We dont hold but Ive never seen that before. Great start for holders 👏 (We prefer instead $SRG and $SXE with long term trading history on ASX )" [X Link](https://x.com/GeoffWilsonWAM/status/1784776421350801741) 2024-04-29T02:47Z [----] followers, [----] engagements "@bowtiedstocks There is a back log of IPOs so if $TEA.AX holds up and the market strengthens then YES" [X Link](https://x.com/GeoffWilsonWAM/status/1784779105923407889) 2024-04-29T02:57Z [----] followers, [---] engagements "How long will the United States dollar remain as the world's reserve currency Federal Reserve:-" [X Link](https://x.com/GeoffWilsonWAM/status/1784920521899159567) 2024-04-29T12:19Z [----] followers, [----] engagements "Tax reform required in Australia PC (looks like I missed your earlier question) best to leave it to the experts. We all know things have to change. Lets hope its logical equitable and incentivises the correct behaviour @plebcapital" [X Link](https://x.com/GeoffWilsonWAM/status/1784927875927597510) 2024-04-29T12:49Z [----] followers, [---] engagements "@marketplunger1 Short term demand will increase as PMIs pick up. Best play $RIO and best mid cap play $SFR" [X Link](https://x.com/GeoffWilsonWAM/status/1785045787812208716) 2024-04-29T20:37Z [----] followers, [---] engagements "@FinancialReview Lets hope its another high quality female CEO" [X Link](https://x.com/GeoffWilsonWAM/status/1785049553542197349) 2024-04-29T20:52Z [----] followers, [---] engagements "@carlquintanilla Is @elonmusk security clearance higher than the Australian Prime Minister @AlboMP As the war of words appears to be subsiding" [X Link](https://x.com/GeoffWilsonWAM/status/1785053952846753951) 2024-04-29T21:10Z [----] followers, [----] engagements "Jim stop the unfair taxing of unrealised profits and reverse the #Franking legislation you introduced last year. We need significant tax reform. Lets hope you can do it fairly Tomorrow Ill be announcing important changes to strengthen Australia's foreign investment regime which is part of a key focus in the May Budget on economic security. Thanks to @Fergusonnews for the opportunity to preview my @LowyInstitute speech #auspol #ausecon @abcnews https://t.co/LZA91vqnZz Tomorrow Ill be announcing important changes to strengthen Australia's foreign investment regime which is part of a key focus" [X Link](https://x.com/GeoffWilsonWAM/status/1785297804115808729) 2024-04-30T13:19Z [----] followers, [---] engagements "Great to see Brian bullish on #copper #tin #uranium Good comments on $NXG $MLX If you want to listen to an awesome chat on all things copper uranium tin gold and silver check out our poddie with Brian Laks from Old West. Full ep here: https://t.co/uPbp6K0G8t https://t.co/7J7Zku4QV9 If you want to listen to an awesome chat on all things copper uranium tin gold and silver check out our poddie with Brian Laks from Old West. Full ep here: https://t.co/uPbp6K0G8t https://t.co/7J7Zku4QV9" [X Link](https://x.com/GeoffWilsonWAM/status/1785475129046364624) 2024-05-01T01:03Z [----] followers, [----] engagements "We like #Tin - used in EV batteries and semi conductors could argue it's been rallying with AI Suppressed tin prices since [----] has lead to supply deficits. Supply down / demand up is a bullish set up. The concern is what Myanmar do with their supply which is a big unknown. We like the Renision mine $MLX own - it's high cost so should be very leveraged to commodity price movements" [X Link](https://x.com/GeoffWilsonWAM/status/1785527388480397538) 2024-05-01T04:31Z [----] followers, [----] engagements "Protectionism is back. Will be negative for all Australians Full text of my @LowyInstitute speech at: https://t.co/W58pwwIGmE Full text of my @LowyInstitute speech at: https://t.co/W58pwwIGmE" [X Link](https://x.com/GeoffWilsonWAM/status/1785559162468139148) 2024-05-01T06:37Z [----] followers, [----] engagements "Protectionism slows economic growth As Australia's Prime Minister @TurnbullMalcolm said in early [----] "a trade war is a race to the bottom that makes us all poorer leaves our citizens with less choice and fewer opportunities." Australia will not be a winner from @AlboMP @JEChalmers @AustralianLabor policys. It looks like it will be negative for all #Australians #auspol #ausecon" [X Link](https://x.com/GeoffWilsonWAM/status/1785810014504186276) 2024-05-01T23:14Z [----] followers, [---] engagements "What do you look for Rodney "I look for single foot hurdles" --- Buffett "I look for single foot hurdles" --- Buffett" [X Link](https://x.com/GeoffWilsonWAM/status/1786207585965928531) 2024-05-03T01:34Z [----] followers, [----] engagements "Definitely its brighten up Friday @elonmusk Enjoy this video of Australias PM you're welcome. 😂 https://t.co/rZUGgOSghY @elonmusk Enjoy this video of Australias PM you're welcome. 😂 https://t.co/rZUGgOSghY" [X Link](https://x.com/GeoffWilsonWAM/status/1786236842314178981) 2024-05-03T03:30Z [----] followers, [----] engagements "$APE Quality auto dealer with a leading position in Aus. Market is pricing in flat earnings growth as margins compress from elevated levels offset by volume growth (leverage to growing brands & aided by M&A). Key risk is the trajectory of margin compression which could be deeper and faster than expected. @WilsonAssetMgmt does not own" [X Link](https://x.com/GeoffWilsonWAM/status/1786250198911705150) 2024-05-03T04:23Z [----] followers, [---] engagements "Central Bank decision are data driven not political from my experience. The RBA lifted interest rates by 0.25% less than three weeks before the [----] My AFR column - Central bank independence is dead The US Federal Reserve is politically compromised and its entirely plausible that the Reserve Bank of Australia suffers from similar problems. This should not come as a surprise. Central banks subjugating their inflation My AFR column - Central bank independence is dead The US Federal Reserve is politically compromised and its entirely plausible that the Reserve Bank of Australia suffers from" [X Link](https://x.com/GeoffWilsonWAM/status/1786321090077454759) 2024-05-03T09:05Z [----] followers, [----] engagements "@jimcramer Jim you know a stocks performance is a combination of earnings growth and PE expansion or contraction" [X Link](https://x.com/GeoffWilsonWAM/status/1786350096109687122) 2024-05-03T11:00Z [----] followers, [---] engagements "@boazweinstein @BlackRock That is very poor behaviour. @BlackRock The old rule that people in the public eye must not only do the right thing but be seen to do the right thing has never been more true. Set up @BlackRock" [X Link](https://x.com/GeoffWilsonWAM/status/1786378321611374912) 2024-05-03T12:52Z [----] followers, [----] engagements "@boazweinstein @BlackRock Benjamin Franklin famously coined the phrase: "Honesty is the best policy." @BlackRock must obey the rules. Step up @BlackRock" [X Link](https://x.com/GeoffWilsonWAM/status/1786383162312163330) 2024-05-03T13:11Z [----] followers, [---] engagements "Surprisingly $BHP and $RIO will be mining on the moon before the #GenZ get too old China has launched a mission to the moon to collect samples from the celestial object's far side. https://t.co/JAIogzhyQ8 China has launched a mission to the moon to collect samples from the celestial object's far side. https://t.co/JAIogzhyQ8" [X Link](https://x.com/GeoffWilsonWAM/status/1786528061451854019) 2024-05-03T22:47Z [----] followers, [----] engagements "What lessons can we learn from the Hedge Fund managers who worked for one of the best in the business the late Julian Robertson ( Tiger Management) and lost $36 billion in [----] - Bill Hwang [--]. Dont borrow more than 100% of your assets [--]. Dont run a 400% geared concentrated equity portfolio After a spectacular implosion wiped out Bill Hwang's secret fortune the man behind Archegos gets ready to face a Wall Street trial for the ages https://t.co/g1RQPzD038 After a spectacular implosion wiped out Bill Hwang's secret fortune the man behind Archegos gets ready to face a Wall Street trial for the" [X Link](https://x.com/GeoffWilsonWAM/status/1786538731073347917) 2024-05-03T23:30Z [----] followers, 11.8K engagements "Did the $US5.5 billion of losses from ex hedge fund manager Bill Hwang bring down Credit Suisse Yes No Yes No" [X Link](https://x.com/GeoffWilsonWAM/status/1786545363756945475) 2024-05-03T23:56Z [----] followers, [----] engagements "@TheRealDavey2 A premium if the fund manager performs better than the market after fees and before taxes and other costs" [X Link](https://x.com/GeoffWilsonWAM/status/1786617935664234852) 2024-05-04T04:44Z [----] followers, [---] engagements "I agree with you John. The Australian FMAA will be a significant cost to all Australians. If you look at Australian living standards over the past century there is a very clear story that emerges and it is the story of the value and importance of openness. Unfortunately @ausgov @AustralianLabor @AlboMP are reversing this. It will not end well for all Australians. A significant backward step" [X Link](https://x.com/GeoffWilsonWAM/status/1786692878288441689) 2024-05-04T09:42Z [----] followers, [---] engagements "On Tuesday 7th May what will the RBA do to official interest rates" [X Link](https://x.com/GeoffWilsonWAM/status/1786894073485545540) 2024-05-04T23:02Z [----] followers, [----] engagements "Wise words. Also when you are young try to have as many work experiences as you can find. Finding the job you are passionate about can be difficult. Its like finding the ice cream flavour you like best. Sometimes you need to taste a lot of different ice cream flavours to find the one. Sometimes you find it straight away. Buffett on his general advice: "If you get lucky like Charlie and I you'll find things that interest you young. But if you don't find them right away you keep looking. And I always tell students to take the job that you I mean find the job that you would like to have if" [X Link](https://x.com/GeoffWilsonWAM/status/1786902501612278121) 2024-05-04T23:35Z [----] followers, [----] engagements "@ftr_investors @7LukeHallard @StockSavvyShay @IFB_podcast @danielnewmanUV @NicoInberg @Stock_Opine @Stock_Inf0 @simpleinvest01 @StefanThelenius Trading Places" [X Link](https://x.com/GeoffWilsonWAM/status/1787108084047135009) 2024-05-05T13:12Z [----] followers, [----] engagements "@australian We will. When I was growing up in the 60s and early 70s as one of six children the local Chinese Restaurant was a very exciting night out" [X Link](https://x.com/GeoffWilsonWAM/status/1787241827512565873) 2024-05-05T22:03Z [----] followers, [----] engagements "@harrisonpollock @bowtiedstocks Dont own $SKC. With net debt rising and consumer confidence fading in New Zealand things may be tough short term" [X Link](https://x.com/GeoffWilsonWAM/status/1787378346860609640) 2024-05-06T07:06Z [----] followers, [--] engagements "@patrickdurkin Oh Patrick. Ill flip it to anyone I know from Melbourne 🤞🤞🤞" [X Link](https://x.com/GeoffWilsonWAM/status/1787441617076695172) 2024-05-06T11:17Z [----] followers, [---] engagements "@WilsonAssetMgmt view aligns with the outcome of the survey. No change to interest rates today. Strong jawboning from the Government to potentially do the work of an interest rate increase" [X Link](https://x.com/GeoffWilsonWAM/status/1787581713897714009) 2024-05-06T20:34Z [----] followers, [---] engagements "@BrianFeroldi After [--] years investing in the stock market. I am 100% sure I never know everything. Thats the first big mistake. My starting point is always I only know some of the facts" [X Link](https://x.com/GeoffWilsonWAM/status/1787603947760566349) 2024-05-06T22:02Z [----] followers, [---] engagements "@Macquarie conference today. Could be some movement in stocks presenting. @WilsonAssetMgmt team in attendance. Morning session $WES $MGR $LNW $TYR $TCL $CLW $JLG $MVF" [X Link](https://x.com/GeoffWilsonWAM/status/1787691535418724750) 2024-05-07T03:50Z [----] followers, [---] engagements "@Macquarie conference early afternoon presenters @WilsonAssetMgmt team in attendance $TWE $HMC $AIA $WOR $QAL $SGM $MGH $RWC $LIC $CTT $IRE" [X Link](https://x.com/GeoffWilsonWAM/status/1787716098005373046) 2024-05-07T05:28Z [----] followers, [---] engagements "Another big day at the @Macquarie conference. Early morning session presenting $MPL $MIN $ARB $AD8 $NXT $FMG $ALX $KLS $WBC $BPT $ORA $MMS The @WilsonAssetMgmt team will be in attendance" [X Link](https://x.com/GeoffWilsonWAM/status/1787969800767238303) 2024-05-07T22:16Z [----] followers, [----] engagements "Overall its been more positive than expected. $HMC the alternative asset manager upgrading their operating eps guidance was a positive surprise. $HMC is a #ResearchDriven investment for $WAM and $WAX. Overall with the exception of $SGM which has a lot of things out of their control companies are reporting strong 3Q updates with a number of earnings upgrades - AGL HMC etc" [X Link](https://x.com/GeoffWilsonWAM/status/1787983752049934594) 2024-05-07T23:12Z [----] followers, [---] engagements "@Macquarie conference late morning session $QAN $PLS $DHG $IDX $ASX $ILU $AUB $PME $COL $PDN $PNV @WilsonAssetMgmt team in attendance" [X Link](https://x.com/GeoffWilsonWAM/status/1788003593041383897) 2024-05-08T00:30Z [----] followers, [---] engagements "Last session of the day @Macquarie conference $NEC $PMT $IPH $REG $VEA $LTR $NHF @WilsonAssetMgmt team in attendance. Only three quarters of a day left" [X Link](https://x.com/GeoffWilsonWAM/status/1788109864704827597) 2024-05-08T07:33Z [----] followers, [---] engagements "@CharlieMunger00 Agree wholeheartedly. You are trusting management to deliver performance on your behalf as a shareholder" [X Link](https://x.com/GeoffWilsonWAM/status/1788287870098350532) 2024-05-08T19:20Z [----] followers, [---] engagements "All @ASX investors must write to the Senate by 15th May to get them to level the playing field for all (10.2 million) shareholders. In the last [--] years retail investors have missed out on $15.7 billion because of the unlevel playing field. We are with you @SenatorHume https://www.afr.com/policy/economy/coalition-to-oppose-sophisticated-investor-test-overhaul-20240507-p5fpjr https://www.aph.gov.au/Parliamentary_Business/Committees/Joint/Corporations_and_Financial_Services/Wholesaleinvestor" [X Link](https://x.com/GeoffWilsonWAM/status/1788296322203934767) 2024-05-08T19:54Z [----] followers, [----] engagements "All the [----] million Australian investors please write to the senate to stop this insanity that has cost you all $15.7 billion in the last four years. Submission need to be in by 15th May Wilson opposes sophisticated investor proposals https://www.theaustralian.com.au/business/financial-services/geoff-wilson-opposes-proposed-changes-in-sophisticated-investor-test/news-story/31ff2aca413c8950b392c2beb1406f89 https://www.theaustralian.com.au/business/financial-services/geoff-wilson-opposes-proposed-changes-in-sophisticated-investor-test/news-story/31ff2aca413c8950b392c2beb1406f89" [X Link](https://x.com/GeoffWilsonWAM/status/1788339244303523899) 2024-05-08T22:44Z [----] followers, [----] engagements "@Macquarie conference second last sessions presentors $STO $SNZ $VNT $APA $BOE $MP1 $ELD $CGF $KAR $PFP @WilsonAssetMgmt team in attendance" [X Link](https://x.com/GeoffWilsonWAM/status/1788397347602620434) 2024-05-09T02:35Z [----] followers, [---] engagements "The recurring theme is AI. The AI expert panel $NXT presentation and the $PME presentation were standing room only (2 stocks which we mentioned at our recent @WilsonAssetMgmt roadshow). Our view is the AI theme is here to stay its going to fundamentally change how we interact with that technology on a day to day basis. You either take some risk to embrace it or run the risk of getting left behind. Good for $NXT $PME" [X Link](https://x.com/GeoffWilsonWAM/status/1788401368430215341) 2024-05-09T02:51Z [----] followers, [---] engagements "@Macquarie conference Late morning session $STO $SNZ $VNT $APA $BOE $MP1 $ELD $CGF $KAR $PFP @WilsonAssetMgmt team in attendance" [X Link](https://x.com/GeoffWilsonWAM/status/1788428659151556785) 2024-05-09T04:39Z [----] followers, [---] engagements "Our proposal is to go back to how things were pre CLERP when any of the 10.2million Australian investors could participate in a capital raising (placement) . The current legislation which we think should be abandoned for @ASX listed companies requires the investor to be a sophisticated investor to participate in capital raisings without a prospectus. The the big end of town ASIC @FinServCouncil want to make it harder. @WilsonAssetMgmt want it abandoned" [X Link](https://x.com/GeoffWilsonWAM/status/1788434942927774157) 2024-05-09T05:04Z [----] followers, [--] engagements "Thats crazy. So you are happy to let a company trading at $1.00 raise money through a placement from institutions via at 90c and you want to buy some but the current rules dont allow you to. Then the institution sells to you at 95c The @ASX has continuous disclosure rules that protect you" [X Link](https://x.com/GeoffWilsonWAM/status/1788436993850175821) 2024-05-09T05:13Z [----] followers, [--] engagements "The last session at @Macquarie conference. @WilsonAssetMgmt team participating. $STX $TPW $A4N $SOL $CHN $SUL $CCP $CEN $CMM $JDO $NXL" [X Link](https://x.com/GeoffWilsonWAM/status/1788438214543577232) 2024-05-09T05:17Z [----] followers, [----] engagements "In the past [--] years [---] placements took place on the @ASX raising a total of $144.7bn at an average discount of 12.4% or representing a $15.7bn discount that was given to sophisticated investors vs being available to all shareholders including retail. The weighted average discount was 11.3%. Source: @UBS Australian capital raisings from [----] to [----] YTD ($20m) All deals Number of deals: [---] Total capital raised: $144.7billion Average discount to last close 12.4% Weighted average discount to last close 11.3% Total discount to last close: $15.7billion" [X Link](https://x.com/GeoffWilsonWAM/status/1788487122862944508) 2024-05-09T08:32Z [----] followers, [---] engagements "@testy_test123 @SenatorHume [--]. No 2.Yes [--]. Terms may well be the same but if youre not a sophisticated investor you cant participate in a placement thus you get diluted. I look forward to you putting in a submission to @AuSenate inquiry" [X Link](https://x.com/GeoffWilsonWAM/status/1788488223184089367) 2024-05-09T08:36Z [----] followers, [--] engagements "Looks like @JEChalmers wants to cook the books on interest rates the Coalition supports the new dual board structure in principle Mr Taylor wants all six existing RBA board members to transition onto the interest rate-setting board. Dr Chalmers however has said he would like to move some of them to the less-influential governance board allowing the treasurer to appoint multiple new faces to the more-powerful monetary policycommittee" [X Link](https://x.com/GeoffWilsonWAM/status/1788811633747505386) 2024-05-10T06:01Z [----] followers, [----] engagements "All [----] million Australian investors must fight against this. Lodge a submission by 15th May and ask the government to let all investors participate in any capital raising on the @ASX https://www.aph.gov.au/Parliamentary_Business/Committees/Joint/Corporations_and_Financial_Services/Wholesaleinvestor @GeoffWilsonWAM spoke to @LivewireMarkets about ASIC's proposed changes to the "sophisticated investor" test. Read the full article to find out why these changes will price out everyday investors from some of the ASX's best opportunities: https://t.co/2eRhMlfABW" [X Link](https://x.com/GeoffWilsonWAM/status/1788842247708201088) 2024-05-10T08:03Z [----] followers, [----] engagements "@JohnSmi85656082 @AustralianLabor @WilsonAssetMgmt @ausgov @AlboMP @JEChalmers Perfect example. Or $BTC. What will happen is people will de-risk their investments. That isnt good for employees in Australia. Everyone will suffer" [X Link](https://x.com/GeoffWilsonWAM/status/1788852945053970441) 2024-05-10T08:45Z [----] followers, [--] engagements "@FFailings @ASX Good thought 🙏Unfortunately that doesnt occur as they are two different capital raising processes with different corporation law requirements" [X Link](https://x.com/GeoffWilsonWAM/status/1788856855693062526) 2024-05-10T09:01Z [----] followers, [--] engagements "The power of X @elonmusk - A great story (attached) While I was visiting @BillAckman @BlackRock @KKR_Co @boazweinstein etc in NYC last month I was persuaded to start using X. It seems to have made sense to date. https://www.semafor.com/article/05/09/2024/how-bill-ackmans-anti-woke-crusade-paid-off https://www.semafor.com/article/05/09/2024/how-bill-ackmans-anti-woke-crusade-paid-off" [X Link](https://x.com/GeoffWilsonWAM/status/1788871402998976854) 2024-05-10T09:59Z [----] followers, [----] engagements "RIP Jim (James) Simmons the founder of the best performing hedge fund on Wall Street - Medallion Fund Renaissance Technologies LLC also known as RenTech or RenTec is an American hedge fund based in East Setauket New Yorkon Long Island which specializes in systematic trading using quantitative models derived from mathematical and statistical analysis. Their signature Medallion fund is famed for the best record in investing history. Renaissance was founded in [----] by James Simons a mathematician who formerly worked as a code breaker during the Cold War. In [----] the firm established its most" [X Link](https://x.com/GeoffWilsonWAM/status/1789037798844231722) 2024-05-10T21:00Z [----] followers, [----] engagements "Its still the way to trade Renaissances trading system detects anomalies in relationships among groups of securities. The anomalies arise because humans are prone to fear greed and outright panic. Renaissances researchers realized what they were really modeling was human behavior. Humans are most predictable in times of high stress they act instinctively and panic. Our entire premise was that human actors will react the way humans did in the past . . . we learned to take advantage. Jim Simmons" [X Link](https://x.com/GeoffWilsonWAM/status/1789044978435416506) 2024-05-10T21:28Z [----] followers, [----] engagements "Unfair taxing a gain that may never exist We must stop @AustralianLabor from taxing unrealised gains. Plans to tax unrealised gains on super balances have investors considering options. Heres what calculations show about the potential impact of the tax. https://t.co/sUrdKHpQOo Plans to tax unrealised gains on super balances have investors considering options. Heres what calculations show about the potential impact of the tax. https://t.co/sUrdKHpQOo" [X Link](https://x.com/GeoffWilsonWAM/status/1789062496101274058) 2024-05-10T22:38Z [----] followers, 17.8K engagements "@kerrybwalker @elonmusk @BillAckman @BlackRock @KKR_Co @boazweinstein Thank you Kerry its a journey" [X Link](https://x.com/GeoffWilsonWAM/status/1789128998578200876) 2024-05-11T03:02Z [----] followers, [--] engagements "@noreasonspec Unfortunately you dont" [X Link](https://x.com/GeoffWilsonWAM/status/1789131825035788354) 2024-05-11T03:14Z [----] followers, [--] engagements "Recruiting for X @elonmusk at @ASX investor day in Sydney" [X Link](https://x.com/GeoffWilsonWAM/status/1789182161666687226) 2024-05-11T06:34Z [----] followers, [----] engagements "@FinancialReview Like all politicians Id assume @JEChalmers budget will be expansionary and with the July tax cuts lead to another interest rate increase" [X Link](https://x.com/GeoffWilsonWAM/status/1789215880628551935) 2024-05-11T08:48Z [----] followers, [---] engagements "@bowtiedstocks If it was before 3pm you could grab a basque cheese cake at Agnes Bakery in the valley on your way home 😊" [X Link](https://x.com/GeoffWilsonWAM/status/1789530730000994785) 2024-05-12T05:39Z [----] followers, [---] engagements "Positive move by @LiberalAus to have some tax policies. @AustralianLabor also broke an election promise after saying they wouldnt touch Franking Credits Refer an old OpEd https://wilsonassetmanagement.com.au/2022/11/11/franking-credit-broken-promise-is-labors-retirement-tax-2-0/ Two senior shadow ministers have confirmed the Coalition's commitment to take a tax reform package that targets bracket creep to the next election. https://t.co/xSr5ZGacDW https://wilsonassetmanagement.com.au/2022/11/11/franking-credit-broken-promise-is-labors-retirement-tax-2-0/ Two senior shadow ministers have" [X Link](https://x.com/GeoffWilsonWAM/status/1789560943007117513) 2024-05-12T07:39Z [----] followers, [----] engagements "Let the problem be. It will solve itself. What a great quote and perspective on life Leonard Baum (RIP) worked with Jim Simons (RIP) until 1984" [X Link](https://x.com/GeoffWilsonWAM/status/1789763474429485217) 2024-05-12T21:03Z [----] followers, [----] engagements "@RodneyForrest00 @RobertKennedyJr @frankoz95967943 Rodney not only do the big US funds @BlackRock profit from the Ukraine war they @KKR_Co are trying to steal our Australian funds management history $PPT @perpetual_ltd. All Australians are supporting you" [X Link](https://x.com/GeoffWilsonWAM/status/1789768077065744820) 2024-05-12T21:22Z [----] followers, [---] engagements "@slexander_coys @SteveGreeny73 @Will_UKing @boazweinstein Paul received a good deal. He sold his business at 6.5% of FUM which is a good price. Of the other listed fund management businesses most trade as 3% to 4% of FUM. $RPL is trading higher than 6.5%. It was around 10% to 11% before the recent acquisitions" [X Link](https://x.com/GeoffWilsonWAM/status/1789919006750543979) 2024-05-13T07:22Z [----] followers, [--] engagements "Looks like Donald Trump will be bank in the House 😬😬😬" [X Link](https://x.com/GeoffWilsonWAM/status/1790003018642977067) 2024-05-13T12:55Z [----] followers, [----] engagements "Ex billionaire hedge fund manager Bill Hwang trial started today. The case has been closely watched on Wall Street as a test of prosecutors' ambitious market manipulation theory Jody Godoy Guilty Innocent Guilty Innocent" [X Link](https://x.com/GeoffWilsonWAM/status/1790118381208694972) 2024-05-13T20:34Z [----] followers, [---] engagements "2024 Budget - discipline Debt and deficits" [X Link](https://x.com/GeoffWilsonWAM/status/1790334169689837618) 2024-05-14T10:51Z [----] followers, [----] engagements "@jason_king72 @AustralianLabor @elonmusk Yep. Registered DGR1 or DGR2 status" [X Link](https://x.com/GeoffWilsonWAM/status/1790346537475969221) 2024-05-14T11:40Z [----] followers, [---] engagements "There are no current profitable at scale hydrogen technologies that weve seen in Australia. Here are the details of why @AustralianLabor are doing it. The Budget includes additional detail on Future Made in Australia (FMiA) not Future InflationMade in Australia (FIMiA). The importance of FMiA is illustrated by the fact Budget Paper [--] included nearly [---] references to net zero nearly [--] references to Future Made in Australia [--] to hydrogen and [--] references to critical minerals. At the core of FMiA are two production tax incentives: 1) for the domestic production of hydrogen with renewable" [X Link](https://x.com/GeoffWilsonWAM/status/1790354774623482152) 2024-05-14T12:13Z [----] followers, [---] engagements "@bowtiedstocks @JEChalmers Tough one consensus and our view is there isnt enough in it to force a rate hike. Will suppress headline inflation prints so maybe buys RBA some time. @ausgov shouldn't be running expansionary/ deficits at full employment and high inflation" [X Link](https://x.com/GeoffWilsonWAM/status/1790355727619649752) 2024-05-14T12:17Z [----] followers, [---] engagements "You were correct Will @JEChalmers deliver an economically responsible Budget on Tuesday 14th May Will @JEChalmers deliver an economically responsible Budget on Tuesday 14th May" [X Link](https://x.com/GeoffWilsonWAM/status/1790493179709411415) 2024-05-14T21:23Z [----] followers, [----] engagements "Winners from Budget - $GEM #ResearchDriven investment. $WAM $WAX top [--] holding. PE 13x EPS growth forecast 15% for next three years. Catalyst-positive earnings surprise and capital management. The budget is very positive for childcare with the government committing to fund a 25% increase in the award wage for educators. This will finally allow the sector to start generating positive operating leverage and attract staff to the sector" [X Link](https://x.com/GeoffWilsonWAM/status/1790497775811232027) 2024-05-14T21:41Z [----] followers, [----] engagements "Barrenjoey @andrewlilley_au Re inflation and the Budget In the long term theadditional stimulus unambiguously pushes out the prospect of cuts" in interest rates" [X Link](https://x.com/GeoffWilsonWAM/status/1790504236738048175) 2024-05-14T22:07Z [----] followers, [----] engagements "Thank you X and @elonmusk @AlboMP @JEChalmers. The pretax value of my $300 gift given to every Australia who can afford to live in a dwelling has been donated to these three charities selected by my X followers. Thank you I dont need or want a $300 power bill discount from @AustralianLabor. I will donate [--] x $100 to the first three charities that repost this tweet. Lets hope the big fella @elonmusk puts some spare cash in also 😀 I dont need or want a $300 power bill discount from @AustralianLabor. I will donate [--] x $100 to the first three charities that repost this tweet. Lets hope the big" [X Link](https://x.com/GeoffWilsonWAM/status/1790540563793719357) 2024-05-15T00:31Z [----] followers, [----] engagements "Boaz I found time to watch it all. You were fantastic. Some tough questions in the second half. Very impressive. Good work responding to all the tough questions. In Australia if a company counted votes that werent lodged as @BlackRock appears to have done their Directors would have breached their duties. It is illegal" [X Link](https://x.com/GeoffWilsonWAM/status/1790609188097564947) 2024-05-15T05:04Z [----] followers, [---] engagements "@robertocolanzi @JEChalmers @Limbs4LifeInc Thanks Roberto a little late. The three promised have been allocated. Looks like a good charity. Good luck" [X Link](https://x.com/GeoffWilsonWAM/status/1790611282015801737) 2024-05-15T05:12Z [----] followers, [--] engagements "What question would the Xers like to ask one of the world great cyclists the Legend of Luxembourg @andy_schleck winner of the [----] @LeTour and runner up twice once to our own @CadelOfficial Post then over the next [--] hours as Ill ask him at lunch tomorrow in Sydney https://www.gruppetto.com.au/events/event-one-wglrt-j8ypj-w7897-keska https://www.gruppetto.com.au/events/event-one-wglrt-j8ypj-w7897-keska" [X Link](https://x.com/GeoffWilsonWAM/status/1790703133519479012) 2024-05-15T11:17Z [----] followers, [----] engagements "Questions (first 3) from the #XWAMGroup to one of the world great cyclists the Legend of Luxembourg @andy_schleck winner of the [----] @LeTour and runner up twice once to our own @CadelOfficial. [--]. The greatest Luxembourg sports legend A. Andy Schleck [--]. Would @lancearmstrong have won @LeTour without drugs A. If everyone was clean Yes. [--]. Does @andy_schleck invest in #tin equities A. No. Invests in private companies and start ups like @nzero_ a data decarbonisation platform. #letour #giroitalia #tourdefrance #tdf" [X Link](https://x.com/GeoffWilsonWAM/status/1791043810790887875) 2024-05-16T09:51Z [----] followers, [---] engagements "@kerrybwalker @andy_schleck @LeTour @CadelOfficial The challenge is workingliving and Xing. Any solutions @elonmusk" [X Link](https://x.com/GeoffWilsonWAM/status/1791044970235006984) 2024-05-16T09:56Z [----] followers, [--] engagements "Yep already overweight $TLS and $APA. General theme right more yield sensitive names. $SLC owned in $WMI. High growth challenger NBN provider. Key driver of the stock is subs growth; currently at 3.5% market share and are taking 10% of all net new adds so has strong runway. Recent origin deal win key validation point" [X Link](https://x.com/GeoffWilsonWAM/status/1791058247123955805) 2024-05-16T10:48Z [----] followers, [--] engagements "Chinas property market slump could be over. Policy to be announced tomorrow@WilsonAssetMgmt understands #Chinas Government will announce a program to end the property market slumpand try to fix the property inventory glut. Our sources thought $8tn to 10tn rmb was a number that would fix local gov debt and tackle property market issues. @haupt_matthew" [X Link](https://x.com/GeoffWilsonWAM/status/1791093057389212030) 2024-05-16T13:07Z [----] followers, [---] engagements "@MrJoshPatrick @Tesla What did you lose on the resale" [X Link](https://x.com/GeoffWilsonWAM/status/1791416611381051695) 2024-05-17T10:32Z [----] followers, [---] engagements "Protectionism doesnt work in Australia. Federal Government waisting $45m of our money advertising to us about Future made in Aust. Give that money to underfunded #MentalHealth. Do the right thing @AlboMP @JEChalmers #ausecon #auspol https://www.theguardian.com/australia-news/article/2024/may/16/labor-to-run-45m-taxpayer-funded-future-made-in-australia-advertising-campaign https://www.theguardian.com/australia-news/article/2024/may/16/labor-to-run-45m-taxpayer-funded-future-made-in-australia-advertising-campaign" [X Link](https://x.com/GeoffWilsonWAM/status/1791601879392403535) 2024-05-17T22:49Z [----] followers, [---] engagements "@boazweinstein @BlackRock @CNBC Unbelievable in Australia that is illegal and a breach of directors duties" [X Link](https://x.com/GeoffWilsonWAM/status/1791604948213563473) 2024-05-17T23:01Z [----] followers, 11.5K engagements "@premiamgmt @boazweinstein @BlackRock @CNBC @itsgnix Isnt it simple. One share one vote and the candidate with the most votes cast wins" [X Link](https://x.com/GeoffWilsonWAM/status/1791609746170212863) 2024-05-17T23:20Z [----] followers, 11.8K engagements "@bowtiedstocks @BoringBiz_ Good points. Do we add a third 3) Borrow as much as possible to magnify your returns" [X Link](https://x.com/GeoffWilsonWAM/status/1791611019522904404) 2024-05-17T23:25Z [----] followers, [--] engagements "@bowtiedstocks You have no choice without people you dont have a business. People over profits" [X Link](https://x.com/GeoffWilsonWAM/status/1791648743625752678) 2024-05-18T01:55Z [----] followers, [---] engagements "@MrFamilyOffice People with a conflict of interest" [X Link](https://x.com/GeoffWilsonWAM/status/1791651937185665063) 2024-05-18T02:08Z [----] followers, [---] engagements "Even though the Headline looks negative the comments as sell-side advisers prepare to update due diligence materials assuming they are inking new client contracts this would require updating the financial model supplied in the data room necessitating them to push out the deadline for first-round bids from May 27" [X Link](https://x.com/GeoffWilsonWAM/status/1792103610714837330) 2024-05-19T08:02Z [----] followers, [---] engagements "$GDC market driven discount asset play for $WAR. Update after todays announcement on @ASX Our early interpretation Carrying value was $115m we had $145 in our model. Exit at $175m AUD is 34c accretion to pre-tax. Est NTA is now $3.25 (pre-tax) and $2.75 (post-tax)" [X Link](https://x.com/GeoffWilsonWAM/status/1792352314696904793) 2024-05-20T00:31Z [----] followers, [----] engagements "@gordo_BG @ASXMktSensitive $GDC market driven discount asset play for $WAR. Our early interpretation Carrying value was $115m we had $145 in our model. Exit at $175m AUD is 34c accretion to pre-tax. Est NTA is now $3.25 (pre-tax) and $2.75 (post-tax)" [X Link](https://x.com/GeoffWilsonWAM/status/1792352877517877708) 2024-05-20T00:33Z [----] followers, [--] engagements "@BillAckman In order for it to be democratic it should be one man one voteat the [-----] minute mark. Great @TEDTalks Bill. Your comments about democracy are very pertinent to #LarryFink and his team @BlackRock. They need to abide by those rules with there #CEFs and @boazweinstein Saba Capital https://www.ted.com/talks/bill_ackman_an_activist_investor_on_challenging_the_status_quo https://www.ted.com/talks/bill_ackman_an_activist_investor_on_challenging_the_status_quo" [X Link](https://x.com/GeoffWilsonWAM/status/1792493127368118584) 2024-05-20T09:50Z [----] followers, [---] engagements "In order for it to be democratic it should be one man one votesaid @BillAckman Your comments about democracy are very pertinent to #LarryFink and his team @BlackRock. They need to abide by those rules with there #CEFs and @boazweinstein Saba Capital http://ted.com/talks/bill_ack . https://t.co/XQUDc8ouEg http://ted.com/talks/bill_ack . https://t.co/XQUDc8ouEg" [X Link](https://x.com/GeoffWilsonWAM/status/1792527851805454557) 2024-05-20T12:08Z [----] followers, [----] engagements "The invisible hand of the market is crushed in Chinas grip. Australia needs new policy tools to respond. For more read this piece by my fellow $WAM Director (and Chair of $AR3) Angus Barker: https://www.aspistrategist.org.au/critical-minerals-need-insulation-from-chinas-market-manipulation/ https://www.aspistrategist.org.au/critical-minerals-need-insulation-from-chinas-market-manipulation/" [X Link](https://x.com/GeoffWilsonWAM/status/1792700297024074028) 2024-05-20T23:33Z [----] followers, [----] engagements "@RustyRoggers Good thought Rusty we nearly did that when we took over $WIC and $OZG a few years ago" [X Link](https://x.com/GeoffWilsonWAM/status/1792756274108805375) 2024-05-21T03:16Z [----] followers, [--] engagements "Inflation to stay high driven by the wealth effect. Seven months of stock market performance has added $trillions in purchasing power to Global economies. STATS INCREDIBLE: The global stock market rally is estimated to have added $12 trillion in wealth since last October. (Per Bloomberg) Will $NVDA's results overnight add to that wealth STATS INCREDIBLE: The global stock market rally is estimated to have added $12 trillion in wealth since last October. (Per Bloomberg) Will $NVDA's results overnight add to that wealth" [X Link](https://x.com/GeoffWilsonWAM/status/1792860514307162212) 2024-05-21T10:10Z [----] followers, [---] engagements "Wow love it Andy I remember when I started in the market in [----] and it was the oil shale twins Central Pacific and Southern Pacific both in the to [--] listed stocks. I remember going down the underground mine of Wattle Gully Gold Mine. Had some easier Uranium plays like $ERA and we all liked the oil plays $STO Vamgas and Blina Oil and Gas etc. Ill start on the industrial another day. I do remember writing a research report about all the listed Finance companies - ESANDA etc (all taken over now)" [X Link](https://x.com/GeoffWilsonWAM/status/1792894578187780251) 2024-05-21T12:25Z [----] followers, [---] engagements "@ILikeBasil_ @danroberts0101 One of our team has met them. Interesting Bitcoin miner diversifying into data centres given they have acres to NVIDA chips. Up nearly 50% in [--] days. We arent an owner" [X Link](https://x.com/GeoffWilsonWAM/status/1793214097049440545) 2024-05-22T09:35Z [----] followers, [---] engagements "@EricFarrugia @abroninvestor @LongmanCapital @psimpsonmorgan @Patrick_Poke You wouldnt believe it I havent spoken to the publisher of the book for probably [--] years plus and we spoke today. She wanted me to do another book. Thoughts Subjects She wants [-----] words. That seems like a lot of words 😂" [X Link](https://x.com/GeoffWilsonWAM/status/1793235170147135824) 2024-05-22T10:59Z [----] followers, [--] engagements "@AtkinsonPaul @RustyRoggers Paul it does look like an opportunity there. At time $WAR has owned $TGF. We werent that impressed when they raised money at a discount to NTA and diluted shareholders that didnt participate. That breaking Rule No [--] of my [--] Rules for #LICs or #CEFs" [X Link](https://x.com/GeoffWilsonWAM/status/1793254766237385182) 2024-05-22T12:17Z [----] followers, [--] engagements "@WilsonAssetMgmt are #TalkingStocks with investment team members Sam Koch and Will Thompson. $EMR $NCK $JDO $SNL $LGI and $PGC are held in $WAM $WAX $WAA and $WMI Discover top stock picks from the investment team in our Talk Stock video series including Paragon Care $PGC Nick Scali $NCK and @Judo_Bank $JDO. In this video Senior Analyst Sam Koch and Investment Dealer Will Thompson share where they are seeing #ASX #smidcap opportunities. https://t.co/taYfChUiMF Discover top stock picks from the investment team in our Talk Stock video series including Paragon Care $PGC Nick Scali $NCK and" [X Link](https://x.com/GeoffWilsonWAM/status/1793467954409132249) 2024-05-23T02:24Z [----] followers, [---] engagements "@WilsonAssetMgmt team are #TalkingStocks again. $WLE analysts Anna and Hailey share their #ASX #largecap stock picks. $QBE $TWE $TLS $WOW $SGP and $WTC are all held in $WLE. Watch Part [--] of our Talking Stocks series with our WAM Leaders (ASX: $WLE) investment team to hear about the biggest #ASX #largecap opportunities our analysts are seeing. Anna and Haileys stock picks include @telstra (ASX: $TLS) @TWE_Global (ASX: $TWE) and @woolworths (ASX: https://t.co/sTLUpRPErS Watch Part [--] of our Talking Stocks series with our WAM Leaders (ASX: $WLE) investment team to hear about the biggest #ASX" [X Link](https://x.com/GeoffWilsonWAM/status/1793801040510501106) 2024-05-24T00:27Z [----] followers, [---] engagements "$MYR Executive Chair and CEO appointment - #ResearchDriven investment for $WAM $WAX $WMI. Management is No [--] for #WAMrating. New CEO brilliant selection very positive catalyst. WAM Capital (ASX: $WAM) Lead Portfolio Manager Oscar Oberg has commented on @Myer's (ASX: $MYR) decision to appoint Olivia Wirth as executive chair and CEO. The investment team support this appointment and believe the current share price doesn't reflect unease over the WAM Capital (ASX: $WAM) Lead Portfolio Manager Oscar Oberg has commented on @Myer's (ASX: $MYR) decision to appoint Olivia Wirth as executive chair and" [X Link](https://x.com/GeoffWilsonWAM/status/1793917686805893436) 2024-05-24T08:11Z [----] followers, [----] engagements "Corporate Leeches come out to play using other peoples money https://announcements.asx.com.au/asxpdf/20240522/pdf/063tt3v1sj0fhg.pdf https://announcements.asx.com.au/asxpdf/20240522/pdf/063tt3v1sj0fhg.pdf" [X Link](https://x.com/GeoffWilsonWAM/status/1793985715090702594) 2024-05-24T12:41Z [----] followers, [----] engagements "Do you have more experience (none needed) for a job that pays $A790000 a year If so please provide your experience. Job attached https://announcements.asx.com.au/asxpdf/20240522/pdf/063tt3v1sj0fhg.pdf https://announcements.asx.com.au/asxpdf/20240522/pdf/063tt3v1sj0fhg.pdf" [X Link](https://x.com/GeoffWilsonWAM/status/1794118529169694800) 2024-05-24T21:29Z [----] followers, 10.4K engagements "@fundsfocus Unfortunately no gloves. It incredibly sad that Im dealing with facts. Havent mentioned the poor mum and dad investors that have lost 100% of their money investing in Aurora Funds Management funds controlled by the same people. Where is ASIC" [X Link](https://x.com/GeoffWilsonWAM/status/1794139730428531042) 2024-05-24T22:53Z [----] followers, [---] engagements "Congrats $AGL 🥇@WilsonAssetMgmt were criticising you two years ago. https://wilsonassetmanagement.com.au/2022/05/25/geoff-wilson-rejects-agl-energy-demerger-as-mike-cannon-brookes-agitates-for-restructure-to-be-voted-down/ https://wilsonassetmanagement.com.au/2022/05/25/geoff-wilson-rejects-agl-energy-demerger-as-mike-cannon-brookes-agitates-for-restructure-to-be-voted-down/" [X Link](https://x.com/GeoffWilsonWAM/status/1794226134969913573) 2024-05-25T04:37Z [----] followers, [----] engagements "The desire that guides me in all I do is the desire to harness the forces of nature to the service of mankind." Nikola Tesla" [X Link](https://x.com/GeoffWilsonWAM/status/1794382212177305787) 2024-05-25T14:57Z [----] followers, [---] engagements "@Larryjamieson_ What about a $WAM song 😂😂😂 https://youtu.be/CbdSTkswIT8si=pOgX7akhdUz6ZKnl https://youtu.be/CbdSTkswIT8si=pOgX7akhdUz6ZKnl" [X Link](https://x.com/GeoffWilsonWAM/status/1794679616902447120) 2024-05-26T10:38Z [----] followers, [---] engagements "@TechStockpick23 $KBC has been suspended by the @ASX since 1st March. It looks like the Directors @AntonyCatalano et al have done something the @AsX doesnt like. Have they illegally taken money" [X Link](https://x.com/GeoffWilsonWAM/status/1794888722112287120) 2024-05-27T00:29Z [----] followers, [--] engagements "Thoughts on talk of a new BRICs currency Its impact on $US and impact on #Gold" [X Link](https://x.com/GeoffWilsonWAM/status/1794889044079636839) 2024-05-27T00:31Z [----] followers, [----] engagements "Its always a big week for the economy potentially 😂 It's a big week for the ecomomy and Sean Aylmer talks with @TheKouk to break it all down. Listen here 🎧 https://t.co/AYWZyXMFWV https://t.co/flOS76Q6wp It's a big week for the ecomomy and Sean Aylmer talks with @TheKouk to break it all down. Listen here 🎧 https://t.co/AYWZyXMFWV https://t.co/flOS76Q6wp" [X Link](https://x.com/GeoffWilsonWAM/status/1794903572674707830) 2024-05-27T01:28Z [----] followers, [----] engagements "$BAH and $PWR are winners from the #AI boom which $WGB is well positioned in. @BoozAllen will reap the benefits of the US Government adopting AI and @QantaIR build the electric grids that power AI. WAM Global (ASX: $WGB) Portfolio Manager Nick Healy spoke today at the @AustSharesAssoc in the Hunter Region and shared some of the global investment opportunities he is seeing. Nick discussed key holdings including @BoozAllen (NYSE: $BAH) and @QuantaIR (NYSE: $PWR). To learn https://t.co/ASa3mp0JWZ WAM Global (ASX: $WGB) Portfolio Manager Nick Healy spoke today at the @AustSharesAssoc in the" [X Link](https://x.com/GeoffWilsonWAM/status/1794981584233505222) 2024-05-27T06:38Z [----] followers, [----] engagements "@HookedOnLithium @Amjadtao My favourite quote from Baron Rothschild is Buy when there's blood in the streets even if the blood is your own" [X Link](https://x.com/GeoffWilsonWAM/status/1795020466563788859) 2024-05-27T09:13Z [----] followers, [--] engagements "Who would drive a #Gold car In which city is it currently The building gives you a hint" [X Link](https://x.com/GeoffWilsonWAM/status/1795176763435241804) 2024-05-27T19:34Z [----] followers, [----] engagements "I was asked by a journalist my thoughts on listed funds management businesses and listed closed end funds (#LICs or (#CEFs) [--]. Re Listed Fund Managers - like any listed company if you have a strong and growing business being listed is great as you get access to capital cheaply and your business is valued highly. Look at the success listed managers like KKR BlackRock etc. [--]. #LICs or #CEFs have been around globally since [----] and they will continue for hundreds of years as their structure is superior to open ended unlisted funds. As new managers turn up and expect to reap the rewards of the" [X Link](https://x.com/GeoffWilsonWAM/status/1795255980802154645) 2024-05-28T00:49Z [----] followers, [----] engagements "@ByronBayGold1 @martinfrogers @ASX Can you please provide your analysis as on our first glance there are some aspects that dont provide confidence (20% interest rates)" [X Link](https://x.com/GeoffWilsonWAM/status/1795273657952125417) 2024-05-28T01:59Z [----] followers, [--] engagements "Agree with your logic re banking NTA. Its share price and div. Ive found over [--] years of investing that cycles are inevitable. Premiums will return just like discount have. Who would have expected that just over two years ago when $AFI was trading close to a 20% premium to NTA that today they would be close to a 10% discount" [X Link](https://x.com/GeoffWilsonWAM/status/1795405655475687500) 2024-05-28T10:43Z [----] followers, [--] engagements "Unfortunate @ausgov @JEChalmers havent been listening with the incorrect [----] Budget settings. Future Inflation Made in Australia With investing Ive learnt when Ive made a mistake admit it and correct it quickly. Never too late for a mini Budget No rate cuts until December [----] as inflation stops falling https://t.co/ZymhyxptLn No rate cuts until December [----] as inflation stops falling https://t.co/ZymhyxptLn" [X Link](https://x.com/GeoffWilsonWAM/status/1796008119757066573) 2024-05-30T02:37Z [----] followers, [----] engagements "@cjoye @CommSec @TomPiotrowskiAu Great work Chris. Isnt Tom a legend" [X Link](https://x.com/GeoffWilsonWAM/status/1796008676471497065) 2024-05-30T02:40Z [----] followers, [---] engagements "We are with you Ron. $SMP #Marketdriven investment owned by $WAM $WAA $WMI One of the catalysts - Management executing on the new revenue opportunity in NZ. @GeoffWilsonWAM good to see your conviction in @Smartpay_Group $SMP We still there for [--] years now and counting 💪🏻💪🏻 Exciting times later this year with NZ launch https://t.co/cbXPidaJ7r @GeoffWilsonWAM good to see your conviction in @Smartpay_Group $SMP We still there for [--] years now and counting 💪🏻💪🏻 Exciting times later this year with NZ launch https://t.co/cbXPidaJ7r" [X Link](https://x.com/GeoffWilsonWAM/status/1796114284058947720) 2024-05-30T09:39Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@GeoffWilsonWAM Geoff Wilson
Geoff Wilson's company, Wilson Asset Management, is opposed to the Australian Labor Party's plan to tax unrealised gains, which they believe will have significant unintended consequences and harm small businesses, tech, and start-up industries. The proposed tax is on gains that may never be made, sparking concerns about fairness and its impact on investment and employment. Critics argue it will stifle growth and is unfair to Australians.
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- [--] Year [---] -14%
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Social Influence
Social category influence finance countries cryptocurrencies stocks travel destinations technology brands celebrities social networks automotive brands currencies
Social topic influence investment, wilson, australia, $wle, $wgb, $wam, money, capital gains, stocks, $wmx
Top assets mentioned WAM (WAM) BlackRock Inc (BLK) Gains (GAINS) Telos Corp (TLS) BHP Group Limited (BHP) Quanta Services Inc (PWR) WorldBrain Coin (WBC) Clash of Lilliput (COL) StakeStone (STO) Agilon Health, Inc. (AGL) Karatgold Coin (KBC) Carlisle Companies, Inc. (CSL) Iagon (IAG) Tesla, Inc. (TSLA)
Top Social Posts
Top posts by engagements in the last [--] hours
"@RonShamgar Maybe the fireworks will commence later in the year for $SGR.AX As @WarrenBuffett said We want to buy them when they're on the operating table""
X Link 2024-04-12T21:44Z [----] followers, [---] engagements
"@RonShamgar @WarrenBuffett Agree wholeheartedly Ron re Management. My observation re $SGR.AX is from now. The incompetence has occurred. My view is that from the current price the $SGR.AX valuation undervalues the company and will probably be liberated later in the year"
X Link 2024-04-13T05:22Z [----] followers, [---] engagements
"$SGR #MarketDriven investment in $WLE. As I mentioned on @X two weeks ago. It looks like the game is on.$SGR would be a #Buy for Baron Rothschild. One of my favourite investment quotes is from Rothschild who made a fortune buying in the panic that followed the Battle of Waterloo against Napoleon in [----]. He said Buy when theres blood in the streets even if the blood is your own. @amacfirst @FinancialReview headline Blood in the water may be the closest we will get. http://afr.com/chanticleer/st http://afr.com/chanticleer/st"
X Link 2024-05-20T01:30Z [----] followers, [----] engagements
"@suemitchellafr Id always back Sol $PMV. It will all eventually become clear"
X Link 2024-03-26T03:20Z [----] followers, [--] engagements
"Thank you Larry @BlackRock for pointing to the Australia's superannuation system as a good model and saying Australians "likely have more retirement savings per capita than any other country." We have @PaulJKeating one of our ex prime ministers to thank. He also introduced the Franking Credit System when treasurer in [----] to stop the double taxation of dividends. The Franking System has also had significant consequences for all Australians and the Australia Capital Markets by encouraging Australian companies to pay tax in Australia invest in Australia employ Australian and it has"
X Link 2024-03-26T13:35Z [---] followers, [---] engagements
"Good to see that Larry @BlackRock in his annual newsletter was pointing to the Australia's superannuation system as a good model and saying Australians "likely have more retirement savings per capita than any other country." Thanks to @PaulJKeating and thank you for creating the Franking Credit System to stop the double taxation of dividends. The Franking System has also had significant consequences for all Australians and the Australia Capital Markets by encouraging Australian companies to pay tax in Australia invest in Australia employ Australian and it has significantly reduced the cost of"
X Link 2024-03-27T02:44Z [---] followers, [---] engagements
"Thank you Larry @BlackRock for pointing to the Australia's superannuation system as a good model and saying Australians "likely have more retirement savings per capita than any other country." We have @PaulJKeating one of our ex prime ministers to thank. He also introduced the Franking Credit System when treasurer in [----] to stop the double taxation of dividends. The Franking System has also had significant consequences for all Australians and the Australia Capital Markets by encouraging Australian companies to pay tax in Australia invest in Australia employ Australian and it has"
X Link 2024-03-27T02:53Z [---] followers, [---] engagements
"@spenderallegra I agree @spenderallegra thats exactly what Australia needs logical bold tax reform. Im with you I share his goals of more investment more productivity and a bigger economic pie that benefits more Australians. Time for tax change"
X Link 2024-03-27T22:13Z [---] followers, [--] engagements
"They will all revert to NTA eventually. The challenge is putting a timeframe on the reversion. The ones that are changing structure are the ones not prepared to commit significant resources to getting the share price back to trading at asset backing. Its fantastic for the investors as you either buy the discount of a LICs that will commit significant resources to increase the share price to asset backing or you buy the discount of the ones not prepared and they give you asset backing. Either way you win and thats what @taylorswift13 knows. Shes a very smart operator"
X Link 2024-03-28T03:17Z [---] followers, [--] engagements
"A great interview. One easy way to get exposure to the best global fund managers and support Australian youth mental health - become a share holder in $fgg.ax Listen to our latest episode of Take Stock with Zehrid Osmani Head of the Global Long-Term Unconstrained team at Martin Currie a pro bono fund manager for Future Generation Global (ASX: FGG): https://t.co/VWORsxZOXU https://t.co/F4OYTRvyg1 Listen to our latest episode of Take Stock with Zehrid Osmani Head of the Global Long-Term Unconstrained team at Martin Currie a pro bono fund manager for Future Generation Global (ASX: FGG):"
X Link 2024-03-28T11:55Z [---] followers, [---] engagements
"Leaving NYC after some excellent meetings @BlackRock @KKR_Co @BillAckman @boazweinstein etc and a person with more experience in CEFs and LICs than anyone Ive met (40+years). Currently at the airport and due to @JoeBiden @POTUS fund raiser tonight in NYC the airport is chaos as both @BarackObama and @BillClinton are arriving. Looking forward to arriving back to Sydney and seeing all @WilsonAssetMgmt @FutureGenInvest investors on our Australia wide roadshow over the next two weeks. See you there P.S. @Realeugenelevy is on the flight to LA. I had to congratulate him on the Reluctant Traveller"
X Link 2024-03-28T19:29Z [----] followers, [---] engagements
"Beautifully written Damon. What an inspiring story. Congratulations Pip for what you are achieving. We need to continue investing in mental health. All Governments @AustralianLabor need to step up as mental health in Australia is grossly underfunded. $fgg.ax invests $5.5m a year in youth mental health prevention and significantly more needs to be done. The wine dynasty departure which moulded a mental health crusade https://t.co/54xvoXKvCU The wine dynasty departure which moulded a mental health crusade https://t.co/54xvoXKvCU"
X Link 2024-03-29T02:51Z [---] followers, [---] engagements
"I prefer economic history. My recent favourite is The price of peace a fascinating book covering the life of John Maynard Keynes . A surprisingly enjoyable read Looking for your next read These nine recent books on history are some of the best the genre has to offer https://t.co/KLBFIZh4RH 👇 Looking for your next read These nine recent books on history are some of the best the genre has to offer https://t.co/KLBFIZh4RH 👇"
X Link 2024-03-29T04:33Z [---] followers, [---] engagements
"Its Children and the @AustralianLabor Franking Credit system created by @PaulJKeating. Australia would be in a significantly worse position if it wasnt for the Franking Credit system in Australia. We need our children and they need to be employed by Australian companies paying Australian tax. The Franking System has also had significant consequences for all Australians and the Australia Capital Markets by encouraging Australian companies to pay tax in Australia invest in Australia employ has significantly reduced the cost of capital for Australian companies as it encourages Australian"
X Link 2024-03-30T07:42Z [---] followers, [--] engagements
"@TheLongInvest Looks Cheap on the facts . Looks like the market is pricing $PYPL for a big drop in earnings in the future. If that doesnt happen the stock is cheap 👍"
X Link 2024-03-31T04:55Z [---] followers, [----] engagements
"@nihar__ @TheLongInvest The market price will be a function of the earnings growth of $PYPL. At such a low PE the market is inferring no growth or negative growth this year"
X Link 2024-03-31T23:43Z [----] followers, [---] engagements
"@OwenRask Probably stick with Albert Einsteins view and invest more money in the stock market Compound interest is the eighth wonder of the world. He who understands it earns it he who doesnt pays it"
X Link 2024-04-01T23:01Z [---] followers, [---] engagements
"It will adjust. Either the Market holds up and the IPOs start coming later in the year or the market weakens and then very few IPOs. In the #USA on the positive side the early success of Reddit ($RDDT) and Astera Labs ($ALAB) cheered market watchers. On March [--] social media platform Reddit soared 48% in its debut. The day before AI chip play Astera Labs surged 72% on its first trading day. For the #USA IPO market to open up youll need a continuation in market strength and more successful IPOs to increase confidence"
X Link 2024-04-02T16:41Z [---] followers, [---] engagements
"@elonmusk Disrupting industries & inspiring millions @Tesla is a beacon of innovation. At the @WilsonAssetMgmt investor conference in SydneyAustralia today $WGB.AX investment team viewed it as a SELL in the Buy Hold Sell segment. Reason being:-Earnings downgrades missed deliveries and still on over 50x forward PE. The cars are impressive 👍 It looks like the era of high growth are behind @Tesla and it needs to trade on a much lower earnings multiple 🤷🏽♂🤷🏽♂🤷🏼♂ Elon could you share a spark of insight that might change their perspective Whats the next frontier for Tesla that could turn"
X Link 2024-04-04T07:41Z [---] followers, [----] engagements
"My [--] stock picks from the @FutureGenInvest @WilsonAssetMgmt presentation at 1pm today in Sydney. Thank you to the [----] people who attended in person 🙏 Ideally @WilsonAssetMgmt likes buying undervalued growth companies when we can identify a catalyst that will rerate the share price. Our rating system is [--]. Management. 2.EPS growth. 3.Valuation [--]. Industry/position The first pick 1)$A2M.AX infant formula and milk company. It rates Catalyst: earnings upgrades on the back of better than expected market share gains in China and a rebounding in birth rates this year due to the year of the Dragon."
X Link 2024-04-04T13:10Z [----] followers, [----] engagements
"@RotheTob @WilsonAssetMgmt @LivewireMarkets Wed agree with that. Secure earnings stream supported by infrastructure assets"
X Link 2024-04-05T05:23Z [---] followers, [---] engagements
"@Larryjamieson_ https://www.google.com/searchq=will+ferrell+cannonball&ie=UTF-8&oe=UTF-8&hl=en-au&client=safari#fpstate=ive&vld=cid:95f77ebevid:KAMb926Y_Ncst:0 https://www.google.com/searchq=will+ferrell+cannonball&ie=UTF-8&oe=UTF-8&hl=en-au&client=safari#fpstate=ive&vld=cid:95f77ebevid:KAMb926Y_Ncst:0"
X Link 2024-04-05T13:08Z [----] followers, [---] engagements
"#Gold BUY - Stocks Picks from the @futuregeninvest Presentation Brisbane Friday #fundmanager $FGX.AX rotating into commodity stocks. Currently a #GoldBull benefits from lower interest rates and a week $US Stocks :- $NEM.AX and $SPR.AX"
X Link 2024-04-07T00:44Z [----] followers, [----] engagements
"@stellarteta @plebcapital @TaxpayersParty @PaulJKeating @AustralianLabor Good point Stella. A quick and brutal quarter - GDP plunging 7% in the June qtr after a 0.3% contraction in the March qtr"
X Link 2024-04-07T03:11Z [----] followers, [---] engagements
"@88888sAccount 10/10 - right on #franking system has significantly reduced the cost of capital for corporate Australia which allows companies to investgrow and employ more Australians 👑"
X Link 2024-04-07T07:17Z [----] followers, [---] engagements
"The #franking system encourages Australian companies to invest and pay tax in Aust and employ Australian. So the biggest beneficiary will be #Millennials. More #Millennials in the workforce than any other generation and they are set to make up [--] percent of the total Australian workforce by 2025"
X Link 2024-04-07T09:29Z [----] followers, [----] engagements
"@EFucsk48267 @88888sAccount Myopic view . I could have pledged it away ten years ago. Then $75 million wouldnt have gone to youth mental health and children at risk in Australia as $FGG.AX and $FGX.AX would never have been created"
X Link 2024-04-07T11:40Z [----] followers, [--] engagements
"@jb_simple @FutureGenInvest @StanleyDrucken1 long $GOLD and $NEM"
X Link 2024-04-07T19:04Z [----] followers, [---] engagements
"@plebcapital @eveleigh_cap @Nd172557208 @Twasluck1 Will do. Its all a totally new market for me"
X Link 2024-04-07T22:28Z [----] followers, [---] engagements
"$WGB.AX @WilsonAssetMgmts first [--] are $ADBE $GOOG $AJG $CME $ICE"
X Link 2024-04-08T07:39Z [----] followers, [----] engagements
"@WilsonAssetMgmt Our 2nd [--] are $INTU $V $ORLY $RI $TMO of the MS moat stocks owned by $WGB.AX @WilsonAssetMgmt lets hope the water doesnt dry up 😬😀"
X Link 2024-04-08T10:00Z [----] followers, [----] engagements
"@abroninvestor @RodneyForrest00 @WilsonAssetMgmt Rodney I agree it needs a bit of work. Strange they have $LYV and not their European peer $OEEE.LSE"
X Link 2024-04-08T13:05Z [----] followers, [---] engagements
"Hi Wayne The #franking campaign in 2018/19 against @AustralianLabors policy was to stop inequitable illogical and unfair legislation. It was flawed. [--]. If you were in an Industry and Union fund you KEPT your #franking credits [--]. If you were in #SMSF you LOST your franking credits [--]. If you started the pension on or before 28th March [----] you KEPT your #franking credits [--]. If you were born a day later and started your pension on the 29th March [----] you LOST your #franking credits It was always going to fail. Re tax reform - that is something both @AustralianLabor and @LiberalAus need to"
X Link 2024-04-08T13:29Z [----] followers, [---] engagements
"Stock pick - $WOR.ASX from yesterdays $FGX.AX @FutureGenInvest conference in Hobart. In Melb today see you at Sofitel [--] Collins St at 10.00am. One of its boutique fund managers says:- [--] ways to invest: 1) pay up for a quality company and let it grow 2) find a company at an inflexion point where it will grow faster and deliver higher ROE - improving quality. Worley is is set to benefit from a recovery in capital spend in resources and energy. The real benefit will be to a capture the Investment boom as the global economy invest into a low carbon future. Worleys work in this area is growing at"
X Link 2024-04-08T21:53Z [----] followers, [----] engagements
"@Kingkon33780853 @Alonzo_CTHG @Jkoozi1 @FutureGenInvest We arent buying $SPR.AX a fund manager who was presenting owns it and likes it as a leveraged play on #Gold"
X Link 2024-04-09T06:52Z [----] followers, [---] engagements
"#ETFs are a great learning ground for investors. If you want to do a little more research and invest in a better structure then #LICs make sense. They say the #LIC is the thinking persons ETF To put it into perspective funds under management in Australia are $4.57 trillion. #ETFs are $150 billion and #LICs are $50 billion. So 96% of FUM are managed trust structures 3% are ETFs and 1% are LICs"
X Link 2024-04-09T11:35Z [----] followers, [---] engagements
"If you read the article its talking about the risk of asset allocation in Australia not dividends - It results in a higher-risk portfolio. A portfolio with a large exposure to toll-collectors and basic materials And 5/8 or King Wally Ive included a great read for you from @Fidelity which deals with a number of Myths re the #Franking system and capital expenditure etc. Im sure youll enjoy the read"
X Link 2024-04-09T12:28Z [----] followers, [--] engagements
"@roninanarisuto @bowtiedstocks @notcherylkernot @WilsonAssetMgmt That chart to me reads opportunity. Do you research and the discount will amplify your returns. Why not buys an #LIC that gives you a $1 worth of exposure to the stock market for only 85c.Better than paying $1 for an #ETF #LICs the thinking persons #ETF"
X Link 2024-04-09T22:47Z [----] followers, [---] engagements
"To successfully invest you must be able to turn down your emotions. You must make sure you can turn them back up when your partner arrives home. "Individuals who cannot master their emotions are ill-suited to profit from the investment process."🎯 Ben Graham "Individuals who cannot master their emotions are ill-suited to profit from the investment process."🎯 Ben Graham"
X Link 2024-04-10T15:22Z [----] followers, [----] engagements
"The less the better. If you have done your homework and understand all the risks plus have identified a clear catalyst that will rerate the company then [--]. [--] gives you significant diversification If you want maximum diversification then buy a #CEF or #LIC at a discount to its assets and you get more market leverage than an #ETF"
X Link 2024-04-10T22:00Z [----] followers, [----] engagements
"@IMFletcher70 @DividendBreeder All good buying. Its been a very strong equity market recently. You tend to find that when the market is strong people want leverage and they sell diversified portfolios like #LICs. When they find out its not that easy to make money they go back to buying #LICs"
X Link 2024-04-10T22:23Z [----] followers, [---] engagements
"Emerald Resources $EMR.AX - #Market Driven investment. Excellent management team led by Morgan Hart (ex Regis Resources $RRL.AX ) Low cost Cambodian gold mine Okvau printing cash. Catalysts - outperformance of market expectations for earnings and cash flow expectations. Australian mine Bullseye development could lead to another catalyst to rerate the stock"
X Link 2024-04-10T23:54Z [----] followers, [----] engagements
"#Gold price has decoupled from real interest rates. Why"
X Link 2024-04-11T15:18Z [----] followers, 22.6K engagements
"#L1 Capitay one of our fund managers $FGX.AX @FutureGenInvest . Can Buy $FGX.AX at $1.20 and receive annual fully #franked dividend yield of 5.7% when Assets are $1.37 #Great Value One of Australias most-prominent activist hedge funds is notching returns nearly double that of the countrys benchmark stock index as the once-shunned investment style becomes increasingly popular. https://t.co/PSBBWe4GsL One of Australias most-prominent activist hedge funds is notching returns nearly double that of the countrys benchmark stock index as the once-shunned investment style becomes increasingly"
X Link 2024-04-11T21:49Z [----] followers, [----] engagements
"#Stockpick - Codan $CDA.AX - #MarketDriven #investment Metals detection business that has entered into the defence industry benefitting from World conflict. Both businesses delivering strong growth. #Catalyst earnings upgrade August result. Strong balance sheet possible M&A For those that missed us in #Adelaide today on @WilsonAssetMgmt #investor roadshow #ThankYou"
X Link 2024-04-12T09:32Z [----] followers, [----] engagements
"@skyquake_1 @AustralianLabor @ASX @WilsonAssetMgmt For any capital raising of listed or unlisted raisings without a prospectus. All @ASX listed companies need to be excluded from the sophisticated investor test as to be listed on @ASX the company has to abide by the @ASX rules"
X Link 2024-04-12T12:26Z [----] followers, [---] engagements
"Our thoughts and prayers go out to everyone impacted by the attack in Bondi Junction today @WilsonAssetMgmt"
X Link 2024-04-13T08:11Z [----] followers, [----] engagements
"The #UK Government through ignorance has created these opportunities. Unfortunately the UK in [----] abandoned a tax system that encouraged UK investors (retail and pension funds) to invest in UK companies. It was called the Advanced Corporation Tax (ACT) introduced in [----] and stopped in [----]. This is one of the reasons the UK stock market has preformed badly as it has lead to $billion and $billions being pulled out of the UK market as Insurance and pension funds' investments in UK shares have fallen from 45.7% ownership in [----] to 4.2% by [----] which is the lowest percentage held on record. It"
X Link 2024-04-14T12:09Z [----] followers, [----] engagements
"#Bullish on #SmallCap stocks Is this very #Bullish or should we be nervous re [----] We are bullish. What do you think @WilsonAssetMgmt $WAM.AX $WMI.AX"
X Link 2024-04-14T21:20Z [----] followers, [----] engagements
"On my recent trip to #NYC our Lead Portfolio Manager of $WGX.AX Catriona Burns and I visited $KKR. A very impressive company KKR Investor Day slide pack . https://t.co/DEKyyaV1G0 https://t.co/P3uLsLHtMR KKR Investor Day slide pack . https://t.co/DEKyyaV1G0 https://t.co/P3uLsLHtMR"
X Link 2024-04-15T05:06Z [----] followers, [----] engagements
"Hi Lloyd since after Covid I havent been bullish on the equity market again until the start of this year. Re #Small/Mid Caps we have been waiting for the significant underperformance of relative valuations to Large Caps to start reversing. Which it appears has started 🤞🤞🤞 $WAM.AX $WMI.AX"
X Link 2024-04-15T09:38Z [----] followers, [---] engagements
"@iknownoothing @plebcapital Wheelie what are your thoughts on $BTC halving this week"
X Link 2024-04-15T18:05Z [----] followers, [---] engagements
"Thats very generous Rodney. Improving Mental Health in Australia particularly for young Australians is very close to my heart (reason being @FutureGenInvest - happy to put in $40k so lets make it $50k. http://FGX.AX @mastersinvest @NickMcKim Excellent post MastersInvest. I am still waiting Nick. Check my tagged tweet of you. We can debate ROE on Spaces. I will donate $10k to your charity. @GeoffWilsonWAM said he would also match. So its $20k. So let's do it. Join me dual on logic. Play ball not the man. http://FGX.AX @mastersinvest @NickMcKim Excellent post MastersInvest. I am still waiting"
X Link 2024-04-17T07:32Z [----] followers, 15.3K engagements
"A great article by @aaronw11 @FinancialReview Unfortunately the @ausgov @AustralianLabor @AlboMP @JEChalmers introduced legislation last year that has significant unintended consequences. One is to disadvantage companies listed on the @ASX . Until this is changed the @ASX will continue to shrink. Unlisted companies can do #buybacks and it has no impact on there #FrankingCredits. If you are listed and you do an on or off market #buyback you will lose #FrankingCredits on a per share basis. Will @LiberalAus @PeterDutton_MP @AngusTaylorMP change it Unintended consequences- Disaster for @ASX"
X Link 2024-04-18T07:59Z [----] followers, [----] engagements
"Im with you Rodney. When I set up @WilsonAssetMgmt twenty six years ago I spent the first six months reading every stockbroking analysts report I could find. After that period I realised there was more value in talking to management and that was the end of reading every report. EVERY Professional Investor I know regarding Analyst research either: (1) Doesn't read it at all; (2) Uses it as a contra signal; or (3) Only reads Intiations. Intiation reports can be helpful to get quickly up to speed. Outside that it's all mostly useless Agree/Disagree 🤔 EVERY Professional Investor I know regarding"
X Link 2024-04-18T11:06Z [----] followers, [----] engagements
"Taxing unrealised gains is unaustralian and will backfire on @AlboMP @JEChalmers @AustralianLabor What is your position @LiberalAus @PeterDutton_MP @AngusTaylorMP https://www.afr.com/wealth/personal-finance/new-superannuation-tax-may-hit-venture-capital-20240416-p5fka4 https://www.afr.com/wealth/personal-finance/new-superannuation-tax-may-hit-venture-capital-20240416-p5fka4"
X Link 2024-04-18T22:18Z [----] followers, [----] engagements
"Time for @ausgov @AustralianLabor @AlboMP @NSWHealth to properly fund #MentalHealth in Australia Workers plead for mental health fix https://www.theaustralian.com.au/nation/politics/psychiatrists-warn-mental-health-system-is-under-siege-and-stress/news-story/6f9e3d0665e3664f71e2658f3a4b1d7b https://www.theaustralian.com.au/nation/politics/psychiatrists-warn-mental-health-system-is-under-siege-and-stress/news-story/6f9e3d0665e3664f71e2658f3a4b1d7b"
X Link 2024-04-19T23:25Z [----] followers, [---] engagements
"@taxlosstrades taxloss you obviously bored. I understand you are an ex hedge fund manager. Best to find other uses for your time"
X Link 2024-04-20T23:22Z [----] followers, [---] engagements
"$GDC.AX equivalent to a #LIC in wind up mode. Expecting to get over $3 pretax. They own about 1% of #AirTrunk. $GDC.AX makes up a little over 6% of $WAR.AX assets. $WAR.AX currently trading below NTA 🚀 https://www.afr.com/street-talk/airtrunk-suitors-banker-up-as-15b-sale-gets-underway-data-room-open-20240421-p5flf0 https://www.afr.com/street-talk/airtrunk-suitors-banker-up-as-15b-sale-gets-underway-data-room-open-20240421-p5flf0"
X Link 2024-04-21T22:01Z [----] followers, [----] engagements
"@Filapek We are with you Rudi.$WMI.AX (WAM Microcap) raising happening now"
X Link 2024-04-22T11:40Z [----] followers, [---] engagements
"@cjoye I hope you pick up the management of the $8b of fixed income and global credit money Chris"
X Link 2024-04-23T01:26Z [----] followers, [---] engagements
"@BJonRo @taxlosstrades @ausgov @AustralianLabor Ones payment for a service. The other is an unfair tax on profits that may never be realised"
X Link 2024-04-23T02:14Z [----] followers, [---] engagements
"@taxlosstrades @WilsonAssetMgmt Youre an ex Hedge fund manager. How did you charge your fees You charged your fees for managing a portfolio. If you dont understand the difference better that and a tax on unrealised gains then give me a call Ill explain it to you"
X Link 2024-04-23T08:32Z [----] followers, [----] engagements
"@ftr_investors All the numbers Ive seen have the greatest correlation is between the share price and #EPS growth"
X Link 2024-04-23T10:55Z [----] followers, [---] engagements
"$EML - Market Driven owned by $WAM.AX $WMI.AX $WAA.AX .The new board and management team have done a solid job exiting the two problem divisions. Now focussed on driving the core divisions which we believe will deliver better than expected revenue growth and Ebitda margins over the next few years. With a net cash balance sheet and trading on 5x EV/EBITDA in FY26 it rates for us with catalysts being potential earnings upgrades over the next [--] years"
X Link 2024-04-23T21:06Z [----] followers, 10.6K engagements
"$WMI.AX went into a trading holt yesterday to complete its capital raising. Very strong demand https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02798160-2A1518900 https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02798160-2A1518900"
X Link 2024-04-23T21:12Z [----] followers, [----] engagements
"Good work David. Keep @ausgov @AustralianLabor honest. We can do better. We need bipartisan tax reform Give us a break https://t.co/0Swm71Kyhz Give us a break https://t.co/0Swm71Kyhz"
X Link 2024-04-23T22:56Z [----] followers, [----] engagements
"$BHP.AX the Big Australian offering script to buy $AAL 👊 Offshore script deals can be a challenge. If successful index reweighting would be positive. Good for Australia"
X Link 2024-04-25T01:05Z [----] followers, [----] engagements
"@RotheTob $AAl made the announcement saying an all script deal with no details. Nothing from $BHP"
X Link 2024-04-25T01:29Z [----] followers, [---] engagements
"#BUY $FGG.AX $FGX.AX if you want to invest with the best boutique managers and support Australian #MentalHealth. @FutureGenInvest CEO Carolines presentation recording on ASX CEO Connect published on the ASXs YouTube channel. https://www.youtube.com/watchv=jpueeSKhFWk https://www.youtube.com/watchv=jpueeSKhFWk"
X Link 2024-04-26T04:01Z [----] followers, [----] engagements
"Solid question. My guess is youll do better buying $FGG.AX than the global index. [--]. Paying 83c for $1.00 of assets. NTA last month was $1.61 with the market down and currency movements our guess is the discount is about 17% Thus the index fund will have to outperform $FGG.AX by 20.48% assuming the share price trades at NTA. The share price has historically traded at a premium about four years ago. [--]. Remember #LICs are company structures so they pay tax at 30% and then pass #fullyfranked dividends to shareholders. If you like index funds good strategy. Just remember to donate the money to"
X Link 2024-04-26T06:01Z [----] followers, [---] engagements
"We are with you Ron $EML updated summary: - All regulatory matters resolved - Sentenial sale to complete within 3-4 months - Management 💯 focused on growth now Cap is $380m with $45m net cash (post Sentenial) EV $345m and consensus is $60m Ebitda ($30m FCF) in FY2025 Trading on 5.75x 💰💰💰 $EML updated summary: - All regulatory matters resolved - Sentenial sale to complete within 3-4 months - Management 💯 focused on growth now Cap is $380m with $45m net cash (post Sentenial) EV $345m and consensus is $60m Ebitda ($30m FCF) in FY2025 Trading on 5.75x 💰💰💰"
X Link 2024-04-26T11:52Z [----] followers, [----] engagements
"Tax reform is desperately needed. We are all calling out for it. We need bipartisan support to revamp of the tax system @AlboMP @JEChalmers and @PeterDutton_MP @AngusTaylorMP need to listen to the recent commentary from Ken Henry Phil Lowe OECD tax executive/ex Labor MP David Bradbury and now @SHamiltonian I dont have a strong view on negative gearing. I do have a strong view on letting people gear up into productive assets that employ Australian (companies) My piece in today's @FinancialReview explaining why negative gearing is neither a tax concession nor particularly impactful on house"
X Link 2024-04-26T22:29Z [----] followers, [----] engagements
"@au_shareplicity A good list. Id drop out Wolf of Wall Street and leave in Boiler Room. I was broking in NYC from [----] to [----] and is was only 90% as bad as WOWS"
X Link 2024-04-28T06:39Z [----] followers, [---] engagements
"Restructure the tax system and listen to the experts. Tax reform is desperately needed.We are all calling out for it. We need bipartisan support to revamp the tax system @AlboMP @JEChalmers and @PeterDutton_MP @AngusTaylorMP need to listen to the recent commentary from Ken Henry Phil Lowe OECD tax executive/ex Labor MP David Bradbury and now @SHamiltonian"
X Link 2024-04-28T13:01Z [----] followers, [---] engagements
"PC its clear we need change. The younger generation cant support the older generation as in previous decades. As the population ages the income tax burden will fall on a shrinking share of working-age taxpayers. As @Johnkehoe23 wrote We are heading for what former Treasury secretary Ken Henry has lamented as an intergenerational tragedy. We need bipartisan support to revamp the tax system @AlboMP @JEChalmers and @PeterDutton_MP @AngusTaylorMP Best to listen to the experts with recent commentary from Ken Henry Phil Lowe OECD tax executive/ex Labor MP David Bradbury"
X Link 2024-04-28T22:30Z [----] followers, [---] engagements
"What is the state of the Australian #IPO market Well find out at 11am when $TEA.AX lists. $WMI.AX small position in #MarketDriven part of the portfolio Stephen Young says he held out for the thawing of the IPO market rather than commit a breach of faith by selling to private equity buyers. https://t.co/MPbVjDUi33 Stephen Young says he held out for the thawing of the IPO market rather than commit a breach of faith by selling to private equity buyers. https://t.co/MPbVjDUi33"
X Link 2024-04-28T23:41Z [----] followers, [----] engagements
"Good start Ron we have a little in $WMI.AX - #MarketDriven play Dividend was planned for the 1H24 result. Tasman $TEA IPO today and on its first day trading announces a dividend We dont hold but Ive never seen that before. Great start for holders 👏 (We prefer instead $SRG and $SXE with long term trading history on ASX ) Tasman $TEA IPO today and on its first day trading announces a dividend We dont hold but Ive never seen that before. Great start for holders 👏 (We prefer instead $SRG and $SXE with long term trading history on ASX )"
X Link 2024-04-29T02:47Z [----] followers, [----] engagements
"@bowtiedstocks There is a back log of IPOs so if $TEA.AX holds up and the market strengthens then YES"
X Link 2024-04-29T02:57Z [----] followers, [---] engagements
"How long will the United States dollar remain as the world's reserve currency Federal Reserve:-"
X Link 2024-04-29T12:19Z [----] followers, [----] engagements
"Tax reform required in Australia PC (looks like I missed your earlier question) best to leave it to the experts. We all know things have to change. Lets hope its logical equitable and incentivises the correct behaviour @plebcapital"
X Link 2024-04-29T12:49Z [----] followers, [---] engagements
"@marketplunger1 Short term demand will increase as PMIs pick up. Best play $RIO and best mid cap play $SFR"
X Link 2024-04-29T20:37Z [----] followers, [---] engagements
"@FinancialReview Lets hope its another high quality female CEO"
X Link 2024-04-29T20:52Z [----] followers, [---] engagements
"@carlquintanilla Is @elonmusk security clearance higher than the Australian Prime Minister @AlboMP As the war of words appears to be subsiding"
X Link 2024-04-29T21:10Z [----] followers, [----] engagements
"Jim stop the unfair taxing of unrealised profits and reverse the #Franking legislation you introduced last year. We need significant tax reform. Lets hope you can do it fairly Tomorrow Ill be announcing important changes to strengthen Australia's foreign investment regime which is part of a key focus in the May Budget on economic security. Thanks to @Fergusonnews for the opportunity to preview my @LowyInstitute speech #auspol #ausecon @abcnews https://t.co/LZA91vqnZz Tomorrow Ill be announcing important changes to strengthen Australia's foreign investment regime which is part of a key focus"
X Link 2024-04-30T13:19Z [----] followers, [---] engagements
"Great to see Brian bullish on #copper #tin #uranium Good comments on $NXG $MLX If you want to listen to an awesome chat on all things copper uranium tin gold and silver check out our poddie with Brian Laks from Old West. Full ep here: https://t.co/uPbp6K0G8t https://t.co/7J7Zku4QV9 If you want to listen to an awesome chat on all things copper uranium tin gold and silver check out our poddie with Brian Laks from Old West. Full ep here: https://t.co/uPbp6K0G8t https://t.co/7J7Zku4QV9"
X Link 2024-05-01T01:03Z [----] followers, [----] engagements
"We like #Tin - used in EV batteries and semi conductors could argue it's been rallying with AI Suppressed tin prices since [----] has lead to supply deficits. Supply down / demand up is a bullish set up. The concern is what Myanmar do with their supply which is a big unknown. We like the Renision mine $MLX own - it's high cost so should be very leveraged to commodity price movements"
X Link 2024-05-01T04:31Z [----] followers, [----] engagements
"Protectionism is back. Will be negative for all Australians Full text of my @LowyInstitute speech at: https://t.co/W58pwwIGmE Full text of my @LowyInstitute speech at: https://t.co/W58pwwIGmE"
X Link 2024-05-01T06:37Z [----] followers, [----] engagements
"Protectionism slows economic growth As Australia's Prime Minister @TurnbullMalcolm said in early [----] "a trade war is a race to the bottom that makes us all poorer leaves our citizens with less choice and fewer opportunities." Australia will not be a winner from @AlboMP @JEChalmers @AustralianLabor policys. It looks like it will be negative for all #Australians #auspol #ausecon"
X Link 2024-05-01T23:14Z [----] followers, [---] engagements
"What do you look for Rodney "I look for single foot hurdles" --- Buffett "I look for single foot hurdles" --- Buffett"
X Link 2024-05-03T01:34Z [----] followers, [----] engagements
"Definitely its brighten up Friday @elonmusk Enjoy this video of Australias PM you're welcome. 😂 https://t.co/rZUGgOSghY @elonmusk Enjoy this video of Australias PM you're welcome. 😂 https://t.co/rZUGgOSghY"
X Link 2024-05-03T03:30Z [----] followers, [----] engagements
"$APE Quality auto dealer with a leading position in Aus. Market is pricing in flat earnings growth as margins compress from elevated levels offset by volume growth (leverage to growing brands & aided by M&A). Key risk is the trajectory of margin compression which could be deeper and faster than expected. @WilsonAssetMgmt does not own"
X Link 2024-05-03T04:23Z [----] followers, [---] engagements
"Central Bank decision are data driven not political from my experience. The RBA lifted interest rates by 0.25% less than three weeks before the [----] My AFR column - Central bank independence is dead The US Federal Reserve is politically compromised and its entirely plausible that the Reserve Bank of Australia suffers from similar problems. This should not come as a surprise. Central banks subjugating their inflation My AFR column - Central bank independence is dead The US Federal Reserve is politically compromised and its entirely plausible that the Reserve Bank of Australia suffers from"
X Link 2024-05-03T09:05Z [----] followers, [----] engagements
"@jimcramer Jim you know a stocks performance is a combination of earnings growth and PE expansion or contraction"
X Link 2024-05-03T11:00Z [----] followers, [---] engagements
"@boazweinstein @BlackRock That is very poor behaviour. @BlackRock The old rule that people in the public eye must not only do the right thing but be seen to do the right thing has never been more true. Set up @BlackRock"
X Link 2024-05-03T12:52Z [----] followers, [----] engagements
"@boazweinstein @BlackRock Benjamin Franklin famously coined the phrase: "Honesty is the best policy." @BlackRock must obey the rules. Step up @BlackRock"
X Link 2024-05-03T13:11Z [----] followers, [---] engagements
"Surprisingly $BHP and $RIO will be mining on the moon before the #GenZ get too old China has launched a mission to the moon to collect samples from the celestial object's far side. https://t.co/JAIogzhyQ8 China has launched a mission to the moon to collect samples from the celestial object's far side. https://t.co/JAIogzhyQ8"
X Link 2024-05-03T22:47Z [----] followers, [----] engagements
"What lessons can we learn from the Hedge Fund managers who worked for one of the best in the business the late Julian Robertson ( Tiger Management) and lost $36 billion in [----] - Bill Hwang [--]. Dont borrow more than 100% of your assets [--]. Dont run a 400% geared concentrated equity portfolio After a spectacular implosion wiped out Bill Hwang's secret fortune the man behind Archegos gets ready to face a Wall Street trial for the ages https://t.co/g1RQPzD038 After a spectacular implosion wiped out Bill Hwang's secret fortune the man behind Archegos gets ready to face a Wall Street trial for the"
X Link 2024-05-03T23:30Z [----] followers, 11.8K engagements
"Did the $US5.5 billion of losses from ex hedge fund manager Bill Hwang bring down Credit Suisse Yes No Yes No"
X Link 2024-05-03T23:56Z [----] followers, [----] engagements
"@TheRealDavey2 A premium if the fund manager performs better than the market after fees and before taxes and other costs"
X Link 2024-05-04T04:44Z [----] followers, [---] engagements
"I agree with you John. The Australian FMAA will be a significant cost to all Australians. If you look at Australian living standards over the past century there is a very clear story that emerges and it is the story of the value and importance of openness. Unfortunately @ausgov @AustralianLabor @AlboMP are reversing this. It will not end well for all Australians. A significant backward step"
X Link 2024-05-04T09:42Z [----] followers, [---] engagements
"On Tuesday 7th May what will the RBA do to official interest rates"
X Link 2024-05-04T23:02Z [----] followers, [----] engagements
"Wise words. Also when you are young try to have as many work experiences as you can find. Finding the job you are passionate about can be difficult. Its like finding the ice cream flavour you like best. Sometimes you need to taste a lot of different ice cream flavours to find the one. Sometimes you find it straight away. Buffett on his general advice: "If you get lucky like Charlie and I you'll find things that interest you young. But if you don't find them right away you keep looking. And I always tell students to take the job that you I mean find the job that you would like to have if"
X Link 2024-05-04T23:35Z [----] followers, [----] engagements
"@ftr_investors @7LukeHallard @StockSavvyShay @IFB_podcast @danielnewmanUV @NicoInberg @Stock_Opine @Stock_Inf0 @simpleinvest01 @StefanThelenius Trading Places"
X Link 2024-05-05T13:12Z [----] followers, [----] engagements
"@australian We will. When I was growing up in the 60s and early 70s as one of six children the local Chinese Restaurant was a very exciting night out"
X Link 2024-05-05T22:03Z [----] followers, [----] engagements
"@harrisonpollock @bowtiedstocks Dont own $SKC. With net debt rising and consumer confidence fading in New Zealand things may be tough short term"
X Link 2024-05-06T07:06Z [----] followers, [--] engagements
"@patrickdurkin Oh Patrick. Ill flip it to anyone I know from Melbourne 🤞🤞🤞"
X Link 2024-05-06T11:17Z [----] followers, [---] engagements
"@WilsonAssetMgmt view aligns with the outcome of the survey. No change to interest rates today. Strong jawboning from the Government to potentially do the work of an interest rate increase"
X Link 2024-05-06T20:34Z [----] followers, [---] engagements
"@BrianFeroldi After [--] years investing in the stock market. I am 100% sure I never know everything. Thats the first big mistake. My starting point is always I only know some of the facts"
X Link 2024-05-06T22:02Z [----] followers, [---] engagements
"@Macquarie conference today. Could be some movement in stocks presenting. @WilsonAssetMgmt team in attendance. Morning session $WES $MGR $LNW $TYR $TCL $CLW $JLG $MVF"
X Link 2024-05-07T03:50Z [----] followers, [---] engagements
"@Macquarie conference early afternoon presenters @WilsonAssetMgmt team in attendance $TWE $HMC $AIA $WOR $QAL $SGM $MGH $RWC $LIC $CTT $IRE"
X Link 2024-05-07T05:28Z [----] followers, [---] engagements
"Another big day at the @Macquarie conference. Early morning session presenting $MPL $MIN $ARB $AD8 $NXT $FMG $ALX $KLS $WBC $BPT $ORA $MMS The @WilsonAssetMgmt team will be in attendance"
X Link 2024-05-07T22:16Z [----] followers, [----] engagements
"Overall its been more positive than expected. $HMC the alternative asset manager upgrading their operating eps guidance was a positive surprise. $HMC is a #ResearchDriven investment for $WAM and $WAX. Overall with the exception of $SGM which has a lot of things out of their control companies are reporting strong 3Q updates with a number of earnings upgrades - AGL HMC etc"
X Link 2024-05-07T23:12Z [----] followers, [---] engagements
"@Macquarie conference late morning session $QAN $PLS $DHG $IDX $ASX $ILU $AUB $PME $COL $PDN $PNV @WilsonAssetMgmt team in attendance"
X Link 2024-05-08T00:30Z [----] followers, [---] engagements
"Last session of the day @Macquarie conference $NEC $PMT $IPH $REG $VEA $LTR $NHF @WilsonAssetMgmt team in attendance. Only three quarters of a day left"
X Link 2024-05-08T07:33Z [----] followers, [---] engagements
"@CharlieMunger00 Agree wholeheartedly. You are trusting management to deliver performance on your behalf as a shareholder"
X Link 2024-05-08T19:20Z [----] followers, [---] engagements
"All @ASX investors must write to the Senate by 15th May to get them to level the playing field for all (10.2 million) shareholders. In the last [--] years retail investors have missed out on $15.7 billion because of the unlevel playing field. We are with you @SenatorHume https://www.afr.com/policy/economy/coalition-to-oppose-sophisticated-investor-test-overhaul-20240507-p5fpjr https://www.aph.gov.au/Parliamentary_Business/Committees/Joint/Corporations_and_Financial_Services/Wholesaleinvestor"
X Link 2024-05-08T19:54Z [----] followers, [----] engagements
"All the [----] million Australian investors please write to the senate to stop this insanity that has cost you all $15.7 billion in the last four years. Submission need to be in by 15th May Wilson opposes sophisticated investor proposals https://www.theaustralian.com.au/business/financial-services/geoff-wilson-opposes-proposed-changes-in-sophisticated-investor-test/news-story/31ff2aca413c8950b392c2beb1406f89 https://www.theaustralian.com.au/business/financial-services/geoff-wilson-opposes-proposed-changes-in-sophisticated-investor-test/news-story/31ff2aca413c8950b392c2beb1406f89"
X Link 2024-05-08T22:44Z [----] followers, [----] engagements
"@Macquarie conference second last sessions presentors $STO $SNZ $VNT $APA $BOE $MP1 $ELD $CGF $KAR $PFP @WilsonAssetMgmt team in attendance"
X Link 2024-05-09T02:35Z [----] followers, [---] engagements
"The recurring theme is AI. The AI expert panel $NXT presentation and the $PME presentation were standing room only (2 stocks which we mentioned at our recent @WilsonAssetMgmt roadshow). Our view is the AI theme is here to stay its going to fundamentally change how we interact with that technology on a day to day basis. You either take some risk to embrace it or run the risk of getting left behind. Good for $NXT $PME"
X Link 2024-05-09T02:51Z [----] followers, [---] engagements
"@Macquarie conference Late morning session $STO $SNZ $VNT $APA $BOE $MP1 $ELD $CGF $KAR $PFP @WilsonAssetMgmt team in attendance"
X Link 2024-05-09T04:39Z [----] followers, [---] engagements
"Our proposal is to go back to how things were pre CLERP when any of the 10.2million Australian investors could participate in a capital raising (placement) . The current legislation which we think should be abandoned for @ASX listed companies requires the investor to be a sophisticated investor to participate in capital raisings without a prospectus. The the big end of town ASIC @FinServCouncil want to make it harder. @WilsonAssetMgmt want it abandoned"
X Link 2024-05-09T05:04Z [----] followers, [--] engagements
"Thats crazy. So you are happy to let a company trading at $1.00 raise money through a placement from institutions via at 90c and you want to buy some but the current rules dont allow you to. Then the institution sells to you at 95c The @ASX has continuous disclosure rules that protect you"
X Link 2024-05-09T05:13Z [----] followers, [--] engagements
"The last session at @Macquarie conference. @WilsonAssetMgmt team participating. $STX $TPW $A4N $SOL $CHN $SUL $CCP $CEN $CMM $JDO $NXL"
X Link 2024-05-09T05:17Z [----] followers, [----] engagements
"In the past [--] years [---] placements took place on the @ASX raising a total of $144.7bn at an average discount of 12.4% or representing a $15.7bn discount that was given to sophisticated investors vs being available to all shareholders including retail. The weighted average discount was 11.3%. Source: @UBS Australian capital raisings from [----] to [----] YTD ($20m) All deals Number of deals: [---] Total capital raised: $144.7billion Average discount to last close 12.4% Weighted average discount to last close 11.3% Total discount to last close: $15.7billion"
X Link 2024-05-09T08:32Z [----] followers, [---] engagements
"@testy_test123 @SenatorHume [--]. No 2.Yes [--]. Terms may well be the same but if youre not a sophisticated investor you cant participate in a placement thus you get diluted. I look forward to you putting in a submission to @AuSenate inquiry"
X Link 2024-05-09T08:36Z [----] followers, [--] engagements
"Looks like @JEChalmers wants to cook the books on interest rates the Coalition supports the new dual board structure in principle Mr Taylor wants all six existing RBA board members to transition onto the interest rate-setting board. Dr Chalmers however has said he would like to move some of them to the less-influential governance board allowing the treasurer to appoint multiple new faces to the more-powerful monetary policycommittee"
X Link 2024-05-10T06:01Z [----] followers, [----] engagements
"All [----] million Australian investors must fight against this. Lodge a submission by 15th May and ask the government to let all investors participate in any capital raising on the @ASX https://www.aph.gov.au/Parliamentary_Business/Committees/Joint/Corporations_and_Financial_Services/Wholesaleinvestor @GeoffWilsonWAM spoke to @LivewireMarkets about ASIC's proposed changes to the "sophisticated investor" test. Read the full article to find out why these changes will price out everyday investors from some of the ASX's best opportunities: https://t.co/2eRhMlfABW"
X Link 2024-05-10T08:03Z [----] followers, [----] engagements
"@JohnSmi85656082 @AustralianLabor @WilsonAssetMgmt @ausgov @AlboMP @JEChalmers Perfect example. Or $BTC. What will happen is people will de-risk their investments. That isnt good for employees in Australia. Everyone will suffer"
X Link 2024-05-10T08:45Z [----] followers, [--] engagements
"@FFailings @ASX Good thought 🙏Unfortunately that doesnt occur as they are two different capital raising processes with different corporation law requirements"
X Link 2024-05-10T09:01Z [----] followers, [--] engagements
"The power of X @elonmusk - A great story (attached) While I was visiting @BillAckman @BlackRock @KKR_Co @boazweinstein etc in NYC last month I was persuaded to start using X. It seems to have made sense to date. https://www.semafor.com/article/05/09/2024/how-bill-ackmans-anti-woke-crusade-paid-off https://www.semafor.com/article/05/09/2024/how-bill-ackmans-anti-woke-crusade-paid-off"
X Link 2024-05-10T09:59Z [----] followers, [----] engagements
"RIP Jim (James) Simmons the founder of the best performing hedge fund on Wall Street - Medallion Fund Renaissance Technologies LLC also known as RenTech or RenTec is an American hedge fund based in East Setauket New Yorkon Long Island which specializes in systematic trading using quantitative models derived from mathematical and statistical analysis. Their signature Medallion fund is famed for the best record in investing history. Renaissance was founded in [----] by James Simons a mathematician who formerly worked as a code breaker during the Cold War. In [----] the firm established its most"
X Link 2024-05-10T21:00Z [----] followers, [----] engagements
"Its still the way to trade Renaissances trading system detects anomalies in relationships among groups of securities. The anomalies arise because humans are prone to fear greed and outright panic. Renaissances researchers realized what they were really modeling was human behavior. Humans are most predictable in times of high stress they act instinctively and panic. Our entire premise was that human actors will react the way humans did in the past . . . we learned to take advantage. Jim Simmons"
X Link 2024-05-10T21:28Z [----] followers, [----] engagements
"Unfair taxing a gain that may never exist We must stop @AustralianLabor from taxing unrealised gains. Plans to tax unrealised gains on super balances have investors considering options. Heres what calculations show about the potential impact of the tax. https://t.co/sUrdKHpQOo Plans to tax unrealised gains on super balances have investors considering options. Heres what calculations show about the potential impact of the tax. https://t.co/sUrdKHpQOo"
X Link 2024-05-10T22:38Z [----] followers, 17.8K engagements
"@kerrybwalker @elonmusk @BillAckman @BlackRock @KKR_Co @boazweinstein Thank you Kerry its a journey"
X Link 2024-05-11T03:02Z [----] followers, [--] engagements
"@noreasonspec Unfortunately you dont"
X Link 2024-05-11T03:14Z [----] followers, [--] engagements
"Recruiting for X @elonmusk at @ASX investor day in Sydney"
X Link 2024-05-11T06:34Z [----] followers, [----] engagements
"@FinancialReview Like all politicians Id assume @JEChalmers budget will be expansionary and with the July tax cuts lead to another interest rate increase"
X Link 2024-05-11T08:48Z [----] followers, [---] engagements
"@bowtiedstocks If it was before 3pm you could grab a basque cheese cake at Agnes Bakery in the valley on your way home 😊"
X Link 2024-05-12T05:39Z [----] followers, [---] engagements
"Positive move by @LiberalAus to have some tax policies. @AustralianLabor also broke an election promise after saying they wouldnt touch Franking Credits Refer an old OpEd https://wilsonassetmanagement.com.au/2022/11/11/franking-credit-broken-promise-is-labors-retirement-tax-2-0/ Two senior shadow ministers have confirmed the Coalition's commitment to take a tax reform package that targets bracket creep to the next election. https://t.co/xSr5ZGacDW https://wilsonassetmanagement.com.au/2022/11/11/franking-credit-broken-promise-is-labors-retirement-tax-2-0/ Two senior shadow ministers have"
X Link 2024-05-12T07:39Z [----] followers, [----] engagements
"Let the problem be. It will solve itself. What a great quote and perspective on life Leonard Baum (RIP) worked with Jim Simons (RIP) until 1984"
X Link 2024-05-12T21:03Z [----] followers, [----] engagements
"@RodneyForrest00 @RobertKennedyJr @frankoz95967943 Rodney not only do the big US funds @BlackRock profit from the Ukraine war they @KKR_Co are trying to steal our Australian funds management history $PPT @perpetual_ltd. All Australians are supporting you"
X Link 2024-05-12T21:22Z [----] followers, [---] engagements
"@slexander_coys @SteveGreeny73 @Will_UKing @boazweinstein Paul received a good deal. He sold his business at 6.5% of FUM which is a good price. Of the other listed fund management businesses most trade as 3% to 4% of FUM. $RPL is trading higher than 6.5%. It was around 10% to 11% before the recent acquisitions"
X Link 2024-05-13T07:22Z [----] followers, [--] engagements
"Looks like Donald Trump will be bank in the House 😬😬😬"
X Link 2024-05-13T12:55Z [----] followers, [----] engagements
"Ex billionaire hedge fund manager Bill Hwang trial started today. The case has been closely watched on Wall Street as a test of prosecutors' ambitious market manipulation theory Jody Godoy Guilty Innocent Guilty Innocent"
X Link 2024-05-13T20:34Z [----] followers, [---] engagements
"2024 Budget - discipline Debt and deficits"
X Link 2024-05-14T10:51Z [----] followers, [----] engagements
"@jason_king72 @AustralianLabor @elonmusk Yep. Registered DGR1 or DGR2 status"
X Link 2024-05-14T11:40Z [----] followers, [---] engagements
"There are no current profitable at scale hydrogen technologies that weve seen in Australia. Here are the details of why @AustralianLabor are doing it. The Budget includes additional detail on Future Made in Australia (FMiA) not Future InflationMade in Australia (FIMiA). The importance of FMiA is illustrated by the fact Budget Paper [--] included nearly [---] references to net zero nearly [--] references to Future Made in Australia [--] to hydrogen and [--] references to critical minerals. At the core of FMiA are two production tax incentives: 1) for the domestic production of hydrogen with renewable"
X Link 2024-05-14T12:13Z [----] followers, [---] engagements
"@bowtiedstocks @JEChalmers Tough one consensus and our view is there isnt enough in it to force a rate hike. Will suppress headline inflation prints so maybe buys RBA some time. @ausgov shouldn't be running expansionary/ deficits at full employment and high inflation"
X Link 2024-05-14T12:17Z [----] followers, [---] engagements
"You were correct Will @JEChalmers deliver an economically responsible Budget on Tuesday 14th May Will @JEChalmers deliver an economically responsible Budget on Tuesday 14th May"
X Link 2024-05-14T21:23Z [----] followers, [----] engagements
"Winners from Budget - $GEM #ResearchDriven investment. $WAM $WAX top [--] holding. PE 13x EPS growth forecast 15% for next three years. Catalyst-positive earnings surprise and capital management. The budget is very positive for childcare with the government committing to fund a 25% increase in the award wage for educators. This will finally allow the sector to start generating positive operating leverage and attract staff to the sector"
X Link 2024-05-14T21:41Z [----] followers, [----] engagements
"Barrenjoey @andrewlilley_au Re inflation and the Budget In the long term theadditional stimulus unambiguously pushes out the prospect of cuts" in interest rates"
X Link 2024-05-14T22:07Z [----] followers, [----] engagements
"Thank you X and @elonmusk @AlboMP @JEChalmers. The pretax value of my $300 gift given to every Australia who can afford to live in a dwelling has been donated to these three charities selected by my X followers. Thank you I dont need or want a $300 power bill discount from @AustralianLabor. I will donate [--] x $100 to the first three charities that repost this tweet. Lets hope the big fella @elonmusk puts some spare cash in also 😀 I dont need or want a $300 power bill discount from @AustralianLabor. I will donate [--] x $100 to the first three charities that repost this tweet. Lets hope the big"
X Link 2024-05-15T00:31Z [----] followers, [----] engagements
"Boaz I found time to watch it all. You were fantastic. Some tough questions in the second half. Very impressive. Good work responding to all the tough questions. In Australia if a company counted votes that werent lodged as @BlackRock appears to have done their Directors would have breached their duties. It is illegal"
X Link 2024-05-15T05:04Z [----] followers, [---] engagements
"@robertocolanzi @JEChalmers @Limbs4LifeInc Thanks Roberto a little late. The three promised have been allocated. Looks like a good charity. Good luck"
X Link 2024-05-15T05:12Z [----] followers, [--] engagements
"What question would the Xers like to ask one of the world great cyclists the Legend of Luxembourg @andy_schleck winner of the [----] @LeTour and runner up twice once to our own @CadelOfficial Post then over the next [--] hours as Ill ask him at lunch tomorrow in Sydney https://www.gruppetto.com.au/events/event-one-wglrt-j8ypj-w7897-keska https://www.gruppetto.com.au/events/event-one-wglrt-j8ypj-w7897-keska"
X Link 2024-05-15T11:17Z [----] followers, [----] engagements
"Questions (first 3) from the #XWAMGroup to one of the world great cyclists the Legend of Luxembourg @andy_schleck winner of the [----] @LeTour and runner up twice once to our own @CadelOfficial. [--]. The greatest Luxembourg sports legend A. Andy Schleck [--]. Would @lancearmstrong have won @LeTour without drugs A. If everyone was clean Yes. [--]. Does @andy_schleck invest in #tin equities A. No. Invests in private companies and start ups like @nzero_ a data decarbonisation platform. #letour #giroitalia #tourdefrance #tdf"
X Link 2024-05-16T09:51Z [----] followers, [---] engagements
"@kerrybwalker @andy_schleck @LeTour @CadelOfficial The challenge is workingliving and Xing. Any solutions @elonmusk"
X Link 2024-05-16T09:56Z [----] followers, [--] engagements
"Yep already overweight $TLS and $APA. General theme right more yield sensitive names. $SLC owned in $WMI. High growth challenger NBN provider. Key driver of the stock is subs growth; currently at 3.5% market share and are taking 10% of all net new adds so has strong runway. Recent origin deal win key validation point"
X Link 2024-05-16T10:48Z [----] followers, [--] engagements
"Chinas property market slump could be over. Policy to be announced tomorrow@WilsonAssetMgmt understands #Chinas Government will announce a program to end the property market slumpand try to fix the property inventory glut. Our sources thought $8tn to 10tn rmb was a number that would fix local gov debt and tackle property market issues. @haupt_matthew"
X Link 2024-05-16T13:07Z [----] followers, [---] engagements
"@MrJoshPatrick @Tesla What did you lose on the resale"
X Link 2024-05-17T10:32Z [----] followers, [---] engagements
"Protectionism doesnt work in Australia. Federal Government waisting $45m of our money advertising to us about Future made in Aust. Give that money to underfunded #MentalHealth. Do the right thing @AlboMP @JEChalmers #ausecon #auspol https://www.theguardian.com/australia-news/article/2024/may/16/labor-to-run-45m-taxpayer-funded-future-made-in-australia-advertising-campaign https://www.theguardian.com/australia-news/article/2024/may/16/labor-to-run-45m-taxpayer-funded-future-made-in-australia-advertising-campaign"
X Link 2024-05-17T22:49Z [----] followers, [---] engagements
"@boazweinstein @BlackRock @CNBC Unbelievable in Australia that is illegal and a breach of directors duties"
X Link 2024-05-17T23:01Z [----] followers, 11.5K engagements
"@premiamgmt @boazweinstein @BlackRock @CNBC @itsgnix Isnt it simple. One share one vote and the candidate with the most votes cast wins"
X Link 2024-05-17T23:20Z [----] followers, 11.8K engagements
"@bowtiedstocks @BoringBiz_ Good points. Do we add a third 3) Borrow as much as possible to magnify your returns"
X Link 2024-05-17T23:25Z [----] followers, [--] engagements
"@bowtiedstocks You have no choice without people you dont have a business. People over profits"
X Link 2024-05-18T01:55Z [----] followers, [---] engagements
"@MrFamilyOffice People with a conflict of interest"
X Link 2024-05-18T02:08Z [----] followers, [---] engagements
"Even though the Headline looks negative the comments as sell-side advisers prepare to update due diligence materials assuming they are inking new client contracts this would require updating the financial model supplied in the data room necessitating them to push out the deadline for first-round bids from May 27"
X Link 2024-05-19T08:02Z [----] followers, [---] engagements
"$GDC market driven discount asset play for $WAR. Update after todays announcement on @ASX Our early interpretation Carrying value was $115m we had $145 in our model. Exit at $175m AUD is 34c accretion to pre-tax. Est NTA is now $3.25 (pre-tax) and $2.75 (post-tax)"
X Link 2024-05-20T00:31Z [----] followers, [----] engagements
"@gordo_BG @ASXMktSensitive $GDC market driven discount asset play for $WAR. Our early interpretation Carrying value was $115m we had $145 in our model. Exit at $175m AUD is 34c accretion to pre-tax. Est NTA is now $3.25 (pre-tax) and $2.75 (post-tax)"
X Link 2024-05-20T00:33Z [----] followers, [--] engagements
"@BillAckman In order for it to be democratic it should be one man one voteat the [-----] minute mark. Great @TEDTalks Bill. Your comments about democracy are very pertinent to #LarryFink and his team @BlackRock. They need to abide by those rules with there #CEFs and @boazweinstein Saba Capital https://www.ted.com/talks/bill_ackman_an_activist_investor_on_challenging_the_status_quo https://www.ted.com/talks/bill_ackman_an_activist_investor_on_challenging_the_status_quo"
X Link 2024-05-20T09:50Z [----] followers, [---] engagements
"In order for it to be democratic it should be one man one votesaid @BillAckman Your comments about democracy are very pertinent to #LarryFink and his team @BlackRock. They need to abide by those rules with there #CEFs and @boazweinstein Saba Capital http://ted.com/talks/bill_ack . https://t.co/XQUDc8ouEg http://ted.com/talks/bill_ack . https://t.co/XQUDc8ouEg"
X Link 2024-05-20T12:08Z [----] followers, [----] engagements
"The invisible hand of the market is crushed in Chinas grip. Australia needs new policy tools to respond. For more read this piece by my fellow $WAM Director (and Chair of $AR3) Angus Barker: https://www.aspistrategist.org.au/critical-minerals-need-insulation-from-chinas-market-manipulation/ https://www.aspistrategist.org.au/critical-minerals-need-insulation-from-chinas-market-manipulation/"
X Link 2024-05-20T23:33Z [----] followers, [----] engagements
"@RustyRoggers Good thought Rusty we nearly did that when we took over $WIC and $OZG a few years ago"
X Link 2024-05-21T03:16Z [----] followers, [--] engagements
"Inflation to stay high driven by the wealth effect. Seven months of stock market performance has added $trillions in purchasing power to Global economies. STATS INCREDIBLE: The global stock market rally is estimated to have added $12 trillion in wealth since last October. (Per Bloomberg) Will $NVDA's results overnight add to that wealth STATS INCREDIBLE: The global stock market rally is estimated to have added $12 trillion in wealth since last October. (Per Bloomberg) Will $NVDA's results overnight add to that wealth"
X Link 2024-05-21T10:10Z [----] followers, [---] engagements
"Wow love it Andy I remember when I started in the market in [----] and it was the oil shale twins Central Pacific and Southern Pacific both in the to [--] listed stocks. I remember going down the underground mine of Wattle Gully Gold Mine. Had some easier Uranium plays like $ERA and we all liked the oil plays $STO Vamgas and Blina Oil and Gas etc. Ill start on the industrial another day. I do remember writing a research report about all the listed Finance companies - ESANDA etc (all taken over now)"
X Link 2024-05-21T12:25Z [----] followers, [---] engagements
"@ILikeBasil_ @danroberts0101 One of our team has met them. Interesting Bitcoin miner diversifying into data centres given they have acres to NVIDA chips. Up nearly 50% in [--] days. We arent an owner"
X Link 2024-05-22T09:35Z [----] followers, [---] engagements
"@EricFarrugia @abroninvestor @LongmanCapital @psimpsonmorgan @Patrick_Poke You wouldnt believe it I havent spoken to the publisher of the book for probably [--] years plus and we spoke today. She wanted me to do another book. Thoughts Subjects She wants [-----] words. That seems like a lot of words 😂"
X Link 2024-05-22T10:59Z [----] followers, [--] engagements
"@AtkinsonPaul @RustyRoggers Paul it does look like an opportunity there. At time $WAR has owned $TGF. We werent that impressed when they raised money at a discount to NTA and diluted shareholders that didnt participate. That breaking Rule No [--] of my [--] Rules for #LICs or #CEFs"
X Link 2024-05-22T12:17Z [----] followers, [--] engagements
"@WilsonAssetMgmt are #TalkingStocks with investment team members Sam Koch and Will Thompson. $EMR $NCK $JDO $SNL $LGI and $PGC are held in $WAM $WAX $WAA and $WMI Discover top stock picks from the investment team in our Talk Stock video series including Paragon Care $PGC Nick Scali $NCK and @Judo_Bank $JDO. In this video Senior Analyst Sam Koch and Investment Dealer Will Thompson share where they are seeing #ASX #smidcap opportunities. https://t.co/taYfChUiMF Discover top stock picks from the investment team in our Talk Stock video series including Paragon Care $PGC Nick Scali $NCK and"
X Link 2024-05-23T02:24Z [----] followers, [---] engagements
"@WilsonAssetMgmt team are #TalkingStocks again. $WLE analysts Anna and Hailey share their #ASX #largecap stock picks. $QBE $TWE $TLS $WOW $SGP and $WTC are all held in $WLE. Watch Part [--] of our Talking Stocks series with our WAM Leaders (ASX: $WLE) investment team to hear about the biggest #ASX #largecap opportunities our analysts are seeing. Anna and Haileys stock picks include @telstra (ASX: $TLS) @TWE_Global (ASX: $TWE) and @woolworths (ASX: https://t.co/sTLUpRPErS Watch Part [--] of our Talking Stocks series with our WAM Leaders (ASX: $WLE) investment team to hear about the biggest #ASX"
X Link 2024-05-24T00:27Z [----] followers, [---] engagements
"$MYR Executive Chair and CEO appointment - #ResearchDriven investment for $WAM $WAX $WMI. Management is No [--] for #WAMrating. New CEO brilliant selection very positive catalyst. WAM Capital (ASX: $WAM) Lead Portfolio Manager Oscar Oberg has commented on @Myer's (ASX: $MYR) decision to appoint Olivia Wirth as executive chair and CEO. The investment team support this appointment and believe the current share price doesn't reflect unease over the WAM Capital (ASX: $WAM) Lead Portfolio Manager Oscar Oberg has commented on @Myer's (ASX: $MYR) decision to appoint Olivia Wirth as executive chair and"
X Link 2024-05-24T08:11Z [----] followers, [----] engagements
"Corporate Leeches come out to play using other peoples money https://announcements.asx.com.au/asxpdf/20240522/pdf/063tt3v1sj0fhg.pdf https://announcements.asx.com.au/asxpdf/20240522/pdf/063tt3v1sj0fhg.pdf"
X Link 2024-05-24T12:41Z [----] followers, [----] engagements
"Do you have more experience (none needed) for a job that pays $A790000 a year If so please provide your experience. Job attached https://announcements.asx.com.au/asxpdf/20240522/pdf/063tt3v1sj0fhg.pdf https://announcements.asx.com.au/asxpdf/20240522/pdf/063tt3v1sj0fhg.pdf"
X Link 2024-05-24T21:29Z [----] followers, 10.4K engagements
"@fundsfocus Unfortunately no gloves. It incredibly sad that Im dealing with facts. Havent mentioned the poor mum and dad investors that have lost 100% of their money investing in Aurora Funds Management funds controlled by the same people. Where is ASIC"
X Link 2024-05-24T22:53Z [----] followers, [---] engagements
"Congrats $AGL 🥇@WilsonAssetMgmt were criticising you two years ago. https://wilsonassetmanagement.com.au/2022/05/25/geoff-wilson-rejects-agl-energy-demerger-as-mike-cannon-brookes-agitates-for-restructure-to-be-voted-down/ https://wilsonassetmanagement.com.au/2022/05/25/geoff-wilson-rejects-agl-energy-demerger-as-mike-cannon-brookes-agitates-for-restructure-to-be-voted-down/"
X Link 2024-05-25T04:37Z [----] followers, [----] engagements
"The desire that guides me in all I do is the desire to harness the forces of nature to the service of mankind." Nikola Tesla"
X Link 2024-05-25T14:57Z [----] followers, [---] engagements
"@Larryjamieson_ What about a $WAM song 😂😂😂 https://youtu.be/CbdSTkswIT8si=pOgX7akhdUz6ZKnl https://youtu.be/CbdSTkswIT8si=pOgX7akhdUz6ZKnl"
X Link 2024-05-26T10:38Z [----] followers, [---] engagements
"@TechStockpick23 $KBC has been suspended by the @ASX since 1st March. It looks like the Directors @AntonyCatalano et al have done something the @AsX doesnt like. Have they illegally taken money"
X Link 2024-05-27T00:29Z [----] followers, [--] engagements
"Thoughts on talk of a new BRICs currency Its impact on $US and impact on #Gold"
X Link 2024-05-27T00:31Z [----] followers, [----] engagements
"Its always a big week for the economy potentially 😂 It's a big week for the ecomomy and Sean Aylmer talks with @TheKouk to break it all down. Listen here 🎧 https://t.co/AYWZyXMFWV https://t.co/flOS76Q6wp It's a big week for the ecomomy and Sean Aylmer talks with @TheKouk to break it all down. Listen here 🎧 https://t.co/AYWZyXMFWV https://t.co/flOS76Q6wp"
X Link 2024-05-27T01:28Z [----] followers, [----] engagements
"$BAH and $PWR are winners from the #AI boom which $WGB is well positioned in. @BoozAllen will reap the benefits of the US Government adopting AI and @QantaIR build the electric grids that power AI. WAM Global (ASX: $WGB) Portfolio Manager Nick Healy spoke today at the @AustSharesAssoc in the Hunter Region and shared some of the global investment opportunities he is seeing. Nick discussed key holdings including @BoozAllen (NYSE: $BAH) and @QuantaIR (NYSE: $PWR). To learn https://t.co/ASa3mp0JWZ WAM Global (ASX: $WGB) Portfolio Manager Nick Healy spoke today at the @AustSharesAssoc in the"
X Link 2024-05-27T06:38Z [----] followers, [----] engagements
"@HookedOnLithium @Amjadtao My favourite quote from Baron Rothschild is Buy when there's blood in the streets even if the blood is your own"
X Link 2024-05-27T09:13Z [----] followers, [--] engagements
"Who would drive a #Gold car In which city is it currently The building gives you a hint"
X Link 2024-05-27T19:34Z [----] followers, [----] engagements
"I was asked by a journalist my thoughts on listed funds management businesses and listed closed end funds (#LICs or (#CEFs) [--]. Re Listed Fund Managers - like any listed company if you have a strong and growing business being listed is great as you get access to capital cheaply and your business is valued highly. Look at the success listed managers like KKR BlackRock etc. [--]. #LICs or #CEFs have been around globally since [----] and they will continue for hundreds of years as their structure is superior to open ended unlisted funds. As new managers turn up and expect to reap the rewards of the"
X Link 2024-05-28T00:49Z [----] followers, [----] engagements
"@ByronBayGold1 @martinfrogers @ASX Can you please provide your analysis as on our first glance there are some aspects that dont provide confidence (20% interest rates)"
X Link 2024-05-28T01:59Z [----] followers, [--] engagements
"Agree with your logic re banking NTA. Its share price and div. Ive found over [--] years of investing that cycles are inevitable. Premiums will return just like discount have. Who would have expected that just over two years ago when $AFI was trading close to a 20% premium to NTA that today they would be close to a 10% discount"
X Link 2024-05-28T10:43Z [----] followers, [--] engagements
"Unfortunate @ausgov @JEChalmers havent been listening with the incorrect [----] Budget settings. Future Inflation Made in Australia With investing Ive learnt when Ive made a mistake admit it and correct it quickly. Never too late for a mini Budget No rate cuts until December [----] as inflation stops falling https://t.co/ZymhyxptLn No rate cuts until December [----] as inflation stops falling https://t.co/ZymhyxptLn"
X Link 2024-05-30T02:37Z [----] followers, [----] engagements
"@cjoye @CommSec @TomPiotrowskiAu Great work Chris. Isnt Tom a legend"
X Link 2024-05-30T02:40Z [----] followers, [---] engagements
"We are with you Ron. $SMP #Marketdriven investment owned by $WAM $WAA $WMI One of the catalysts - Management executing on the new revenue opportunity in NZ. @GeoffWilsonWAM good to see your conviction in @Smartpay_Group $SMP We still there for [--] years now and counting 💪🏻💪🏻 Exciting times later this year with NZ launch https://t.co/cbXPidaJ7r @GeoffWilsonWAM good to see your conviction in @Smartpay_Group $SMP We still there for [--] years now and counting 💪🏻💪🏻 Exciting times later this year with NZ launch https://t.co/cbXPidaJ7r"
X Link 2024-05-30T09:39Z [----] followers, [----] engagements
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