[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @mondyinvest mondy mondy posts on X about $eml, $wtcax, $whcax, $wtc the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1382474718909919232/interactions)  - X Week XXXXXX -XXXX% - X Month XXXXXX -XXXX% - X Months XXXXXXX -XX% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1382474718909919232/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +18% - X Year XXX +37% ### Followers: XXXXX [#](/creator/twitter::1382474718909919232/followers)  - X Week XXXXX +0.37% - X Month XXXXX +0.70% - X Months XXXXX +6.80% - X Year XXXXX +9.70% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1382474718909919232/influencer_rank)  ### Social Influence [#](/creator/twitter::1382474718909919232/influence) --- **Social category influence** [cryptocurrencies](/list/cryptocurrencies) XXXXX% [finance](/list/finance) XXXX% [stocks](/list/stocks) XXXX% [countries](/list/countries) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [$eml](/topic/$eml) #1, [$wtcax](/topic/$wtcax) #2, [$whcax](/topic/$whcax) #11, [$wtc](/topic/$wtc) #8, [debt](/topic/debt) 1.53%, [$jin](/topic/$jin) #2, [$whc](/topic/$whc) #6, [$csl](/topic/$csl) 1.15%, [$cslax](/topic/$cslax) 1.15%, [$lnwax](/topic/$lnwax) #1 **Top accounts mentioned or mentioned by** [@invdiary](/creator/undefined) [@chuckchunder007](/creator/undefined) [@wognutz1](/creator/undefined) [@luanserra391240](/creator/undefined) [@blshigh](/creator/undefined) [@twomindscapital](/creator/undefined) [@ryutay](/creator/undefined) [@rhysdiab](/creator/undefined) [@eadatt](/creator/undefined) [@zhanginu](/creator/undefined) [@claudedwalker](/creator/undefined) [@ausnotes](/creator/undefined) [@berthonjones](/creator/undefined) [@mattymikals](/creator/undefined) [@bricho](/creator/undefined) [@smoothinvesting](/creator/undefined) [@lukewinchester9](/creator/undefined) [@realhagetaka](/creator/undefined) [@ryu_tay](/creator/undefined) [@houzishi](/creator/undefined) **Top assets mentioned** [EML Protocol (EML)](/topic/$eml) [Walton (WTC)](/topic/$wtc) [JinPeng (JIN)](/topic/$jin) [Carlisle Companies, Inc. (CSL)](/topic/$csl) [BHP Group Limited (BHP)](/topic/$bhp) [Light & Wonder, Inc. Common Stock (LNW)](/topic/$lnw) [Floor & Decor Holdings, Inc. (FND)](/topic/$fnd) [CargoX (CXO)](/topic/$cxo) [Dr. Reddy's Laboratories Limited American Depositary Shares (RDY)](/topic/$rdy) [CryptoTycoon (CTT)](/topic/$ctt) [CatCoin (CAT)](/topic/$cat) ### Top Social Posts [#](/creator/twitter::1382474718909919232/posts) --- Top posts by engagements in the last XX hours "Financially Illiterate Greens Senator Learns The Term RoE For The First Time And Excitedly Gets To Use It XX Times To Try And Build His Brand #auspol $WOW.AX $COL.AX" [X Link](https://x.com/mondyinvest/status/1780357857197908442) [@mondyinvest](/creator/x/mondyinvest) 2024-04-16T22:09Z 4037 followers, 2943 engagements "$CXO $CXO.AX using their quarterly to report on WEED SPRAYING activities really sums up where the #lithium market is at for these high-cost bull-market assets 🌱🤣😮💨" [X Link](https://x.com/mondyinvest/status/1882200090745659865) [@mondyinvest](/creator/x/mondyinvest) 2025-01-22T22:54Z 4033 followers, 5169 engagements "If only there were signs $WTC $WTC.AX" [X Link](https://x.com/mondyinvest/status/1894919239469015071) [@mondyinvest](/creator/x/mondyinvest) 2025-02-27T01:15Z 4034 followers, 1502 engagements "$AVH.AX $RCEL huge guidance downgrade (-24%) device demand impacted (-20%) due to Medicare changes that debt causing real issues now. Serial disappointment despite having a great product. Needs a capital raise now. 🌵🩹" [X Link](https://x.com/mondyinvest/status/1953603483506249863) [@mondyinvest](/creator/x/mondyinvest) 2025-08-07T23:45Z 4034 followers, 4163 engagements "$CSL $CSL.AX demerging Seqirus after it got RFKd. Vibes:" [X Link](https://x.com/mondyinvest/status/1957614968720998861) [@mondyinvest](/creator/x/mondyinvest) 2025-08-19T01:25Z 4037 followers, 4760 engagements "What I see every time Thinking back those $XXXXX $TLX share sales" [X Link](https://x.com/mondyinvest/status/1958380333138890816) [@mondyinvest](/creator/x/mondyinvest) 2025-08-21T04:07Z 4037 followers, 1780 engagements "Huge downgrade in $RDY FY27 target. Gone from $170M to $170M to $160-170M and now $150-153M CFO left recently. Why own $RDY.AX 🌵when you have either of $TNE.AX or $OCL.AX" [X Link](https://x.com/mondyinvest/status/1960484564088054238) [@mondyinvest](/creator/x/mondyinvest) 2025-08-26T23:28Z 4039 followers, 1725 engagements "$CTT longs logging in to read the $CTT.AX financials and seeing the board award pay rises to the CEO (+97%) and CFO (+49%) whilst (a)EBITDA collapses from $32M to $0.3M and cash declines from $79M to $37M" [X Link](https://x.com/mondyinvest/status/1961198748702544121) [@mondyinvest](/creator/x/mondyinvest) 2025-08-28T22:46Z 4037 followers, 2564 engagements "$CSL $CSL.AX cutting back its vaunted R&D division and now looking externally sign of the times" [X Link](https://x.com/mondyinvest/status/1967740718031814863) [@mondyinvest](/creator/x/mondyinvest) 2025-09-16T00:02Z 4033 followers, 3419 engagements "It's good to change your mind. I've been a noisy (and unimportant) critic of $EML $EML.AX for years but have recently taken a completely fresh look: if Anthony Hynes' team execute their plan I think there could be a real turnaround story here a la $BVS $CAT $GTK etc.🧵(1/8)" [X Link](https://x.com/mondyinvest/status/1975792163637370990) [@mondyinvest](/creator/x/mondyinvest) 2025-10-08T05:15Z 4037 followers, 7260 engagements "$EML FY25 results look terrible: NPAT: -$53M but this is concealing solid *underlying* (whoops there I go) cash gen. FY25 also saw -$37.4M in class action settlement and non-recurring regulatory costs of -$9.5M. They're also spending to move X product platforms onto X. (2/8)" [X Link](https://x.com/mondyinvest/status/1975792167865155772) [@mondyinvest](/creator/x/mondyinvest) 2025-10-08T05:15Z 4033 followers, XXX engagements "A concern for investors has been reliance on interest income (which mostly flows to bottom line but is outside their control) but $EML have done a yield-lock program which locks in XX% of their float at approx. XXX% yield for 3Y. Majority of float is in GBP/AUD/EUR. (3/8)" [X Link](https://x.com/mondyinvest/status/1975792170956394936) [@mondyinvest](/creator/x/mondyinvest) 2025-10-08T05:15Z 4034 followers, XXX engagements ".meaning $EML are less exposed to US central bank cuts which is what market focuses on. FY26 revenue guidance already factors in central banks cutting further. Management focus is however back on growing the actual business now they're back to their core GPR/G&I biz. (4/8)" [X Link](https://x.com/mondyinvest/status/1975792174416675127) [@mondyinvest](/creator/x/mondyinvest) 2025-10-08T05:15Z 4033 followers, XXX engagements "Jeremy Raper wrote an excellent March '23 note (in public domain) when $EML was trading at 5.5x EV/EBITDA; today it's not far off that (6.0x) despite a XXX% SP rise as the clean out has progressed. JR didn't get the quick ROIC via a sale process but I think opp remains. (5/8)" [X Link](https://x.com/mondyinvest/status/1975792177570849263) [@mondyinvest](/creator/x/mondyinvest) 2025-10-08T05:15Z 4034 followers, XXX engagements "I always look for sector tailwinds and $EML is in a market growing 10-12% p/a where they are only doing 2-3% due to total distraction from all the regulatory issues out of disastrous past acquisitions (now jettisoned). By FY28 they want to be back to sector growth levels. (6/8)" [X Link](https://x.com/mondyinvest/status/1975792180762743260) [@mondyinvest](/creator/x/mondyinvest) 2025-10-08T05:15Z 4034 followers, XXX engagements "I suspect most of the market still absolutely hates this name (very few brokers on FY25 H1/H2 calls and little analyst coverage) but now $EML biz is back to its roots and focused on doing "more with the core" if the financials play out I think they'll come looking again (7/8)" [X Link](https://x.com/mondyinvest/status/1975792183858094225) [@mondyinvest](/creator/x/mondyinvest) 2025-10-08T05:15Z 4034 followers, XXX engagements "Plenty of risk ofc (more ☠ in the closet) but having listened to Exec Chairman on H1 & H2 calls and judging progress since he took over plus seeing him put his money where his mouth is (bought XX% of his current holding on market) - I like this setup. Finally long $EML. (8/8)" [X Link](https://x.com/mondyinvest/status/1975792186915758278) [@mondyinvest](/creator/x/mondyinvest) 2025-10-08T05:15Z 4034 followers, 1002 engagements "Some further thoughts on why I think $EML XXX has a higher probability of success. The strategy is simple and logical: X previously siloed regions now one ELT; all products rolled out to all regions (ref: gaps in the first images red box below). Low hanging fruit first. 🍒 (9/n)" [X Link](https://x.com/mondyinvest/status/1976411872795791776) [@mondyinvest](/creator/x/mondyinvest) 2025-10-09T22:18Z 4034 followers, XXX engagements "In terms of *new* growth $EML management see lots of adjacencies into new verticals i.e. the fundamental product (controllable #payment infrastructure & reloadable/gift cards) can be used in many other applications. Note Exec Chairs comments about hungry customers. 💳 (10/n)" [X Link](https://x.com/mondyinvest/status/1976413746672304268) [@mondyinvest](/creator/x/mondyinvest) 2025-10-09T22:25Z 4034 followers, 1324 engagements "Wow. $BHP $BHP.AX #ironore #china More details here:" [X Link](https://x.com/mondyinvest/status/1976561786095796681) [@mondyinvest](/creator/x/mondyinvest) 2025-10-10T08:13Z 4037 followers, 6819 engagements "It was remiss of me not to mention: while doing my work on this I came across some excellent content from @ForagerSteve who identified the $EML turnaround opportunity at least XX months ago (if not earlier). He covers it well here and in his letters:" [X Link](https://x.com/mondyinvest/status/1977491451291615481) [@mondyinvest](/creator/x/mondyinvest) 2025-10-12T21:47Z 4035 followers, 2087 engagements "@RotheTob Looking good Tobias $JIN another +9% so far. Hopefully it holds up. Surprised at the re-rate but it was sitting near 5Y lows" [X Link](https://x.com/mondyinvest/status/1978672199222407498) [@mondyinvest](/creator/x/mondyinvest) 2025-10-16T03:59Z 4032 followers, XXX engagements "@lukewinchester9 @MerewetherCap Just YOLO MereCap into $EML at 5.8x EV/EBITDA and 1.5x EV/sales *nfa I am very big idiot and will probably get rekt on this" [X Link](https://x.com/mondyinvest/status/1979057497542463730) [@mondyinvest](/creator/x/mondyinvest) 2025-10-17T05:30Z 4034 followers, XXX engagements "Market widely shrugged at what was a positive $WHC $WHC.AX report last week. My simple take:🧵 It's just not an exciting story at the moment. Net debt down to A$1.0B but subsequently paid A$363M in Stamp Duty so more like A$1.3B today. They have US$1.0B (A$1.6B) incoming. 1/5" [X Link](https://x.com/mondyinvest/status/1886645688588738769) [@mondyinvest](/creator/x/mondyinvest) 2025-02-04T05:19Z 4042 followers, 13.7K engagements "For those wondering what happened to $LNW $LNW.AX (off steeply last two days) Macquarie analysts are reporting possible second litigation case from $ALL.AX although they also estimate impact to LNWs business as de minimis. cc: @SmallCaps_asx" [X Link](https://x.com/mondyinvest/status/1906812349694288161) [@mondyinvest](/creator/x/mondyinvest) 2025-03-31T20:54Z 4042 followers, 4539 engagements "IT NEVER MISSES 🤣🔥 Mawhinney Meter on fire again $RHC.AX" [X Link](https://x.com/mondyinvest/status/1928046844283621405) [@mondyinvest](/creator/x/mondyinvest) 2025-05-29T11:12Z 4039 followers, 5761 engagements "Tech darling $XRO.AX follows $WTC.AX pulling off a huge acquisition paying a total of A$3.9B in cash and scrip for @MelioPayments which includes an A$1.85B insto raise + scrip issue to vendors + RCF + cash. Gotta say w/ A$ at XXXX I thought the M&A would be the other way round" [X Link](https://x.com/mondyinvest/status/1937638159862689966) [@mondyinvest](/creator/x/mondyinvest) 2025-06-24T22:25Z 4043 followers, 4650 engagements "Updated $WHC $WHC.AX thoughts after reading June quarterly. Top marks for execution but focus remains (per QT) on the balance sheet. Went from $300M net cash at 31/3 to ($600M) net debt 30/6. My *rough* calcs below. Factoring in cash outflows (BMA payment capex buyback). 1/2" [X Link](https://x.com/mondyinvest/status/1948533433019629967) [@mondyinvest](/creator/x/mondyinvest) 2025-07-24T23:59Z 4040 followers, 4421 engagements ".this implies that at current #coal prices $WHC mines aren't printing much cash (no surprise). $WHC.AX have X months until next US$500M payment is due to BMA that's A$760M at today's ROE's. Have already sold XX% to fund first BMA payment so all eyes on the commodity. 2/2" [X Link](https://x.com/mondyinvest/status/1948533435662041459) [@mondyinvest](/creator/x/mondyinvest) 2025-07-24T23:59Z 4039 followers, 1153 engagements "$BPT $BPT.AX WAITsia first #gas: was originally H2 2023 then end of 2023 then mid-CY2024 then early-CY2025 then Q4 FY25 then mid-CY2025 now Q1 FY26 Worst commissioning ever" [X Link](https://x.com/mondyinvest/status/1951029124006552030) [@mondyinvest](/creator/x/mondyinvest) 2025-07-31T21:16Z 4040 followers, XXX engagements "Love reporting season. Ones to watch today: - $WHC.AX 🪨to dig into the cashflows - $HLS.AX 🦠 is there a margin turnaround story or will it remain a low-quality biz - #MP1 🛜 one I unfortunately fumbled having been in 1Y ago from $X they appear to have converted the doubters" [X Link](https://x.com/mondyinvest/status/1958279727069942109) [@mondyinvest](/creator/x/mondyinvest) 2025-08-20T21:27Z 4041 followers, 1322 engagements "This is all I really care about on $WHC $WHC.AX and looks very impressive to me. FY26 cost guidance coming down vs FY25 and doesnt factor in additional cost-out programmes. Need to revisit" [X Link](https://x.com/mondyinvest/status/1958309491411431583) [@mondyinvest](/creator/x/mondyinvest) 2025-08-20T23:25Z 4042 followers, 4650 engagements "The $YAL $YAL.AX wrath definitely wasnt as bad as it has been in the past. I wonder how much is boomer-divvy rage and how much is M&A uncertainty On the $WHC.AX call Paul Flynn said the assets around our space () are not particularly compelling from our perspective" [X Link](https://x.com/mondyinvest/status/1959417698842288552) [@mondyinvest](/creator/x/mondyinvest) 2025-08-24T00:49Z 4040 followers, 1542 engagements "@realhagetaka I keep my eye on all three biggies Hags (of which $WHC.AX would be my pick) but over the past XX months I moved away from cyclicals and found other ways to play the sectors. Looking at the pf now it was definitely the right move. Each to their own ✌🏻" [X Link](https://x.com/mondyinvest/status/1960515778916348020) [@mondyinvest](/creator/x/mondyinvest) 2025-08-27T01:32Z 4042 followers, XXX engagements "Mentions of underlying in company presentations reporting today: $RUL.AX 5x $RDY.AX 12x $TAH.AX - 18x $DMP.AX - 19x $WTC.AX 19x $KAR.AX - 24x $SDR.AX 29x $FLT.AX - 37x $WOR.AX - 39x $EML.AX 48x I wonder what the record is Gotta be $EML given the biz model" [X Link](https://x.com/mondyinvest/status/1960542503905464450) [@mondyinvest](/creator/x/mondyinvest) 2025-08-27T03:18Z 4039 followers, 3968 engagements "$WTC.AX the more I dig into $ETWO deal the more impressed I am. It's also not your typical 'big M&A' in the same way that others have failed (plus $WTC already have XX under their belt). Lots to digest and some product delays likely but I think this is very interesting here" [X Link](https://x.com/mondyinvest/status/1965317084629664022) [@mondyinvest](/creator/x/mondyinvest) 2025-09-09T07:31Z 4041 followers, 3275 engagements "Compare the pair 🔍 $XRO vs $WTC in #ASX big tech M&A land. I think one of these works well and one doesn't. Let's see. cc: @pastperformerAU" [X Link](https://x.com/mondyinvest/status/1967855293544722619) [@mondyinvest](/creator/x/mondyinvest) 2025-09-16T07:37Z 4040 followers, 3202 engagements "Watching $LNW $LNW.AX 👀 FY26 P/E at 14x. Need to do more on it but apparently targeting #ASX50 inclusion post a sole-listing plan in Australia" [X Link](https://x.com/mondyinvest/status/1975707315384033719) [@mondyinvest](/creator/x/mondyinvest) 2025-10-07T23:38Z 4041 followers, 2312 engagements "Short positions in $LNW.AX have gone from XXX% on 1/8 to XXX% on 30/9. There remains a legal case overhang with $ALL.AX on Jewel of the Dragon after a court awarded in Aristocrats favour on Dragon Train. P/E on a slippery slope ever since ASX listing in May 2023 (35x)" [X Link](https://x.com/mondyinvest/status/1975711090077278484) [@mondyinvest](/creator/x/mondyinvest) 2025-10-07T23:53Z 4042 followers, XXX engagements "@Tze_C Richard not done yet just yeeted out another $50M $WTC $WTC.AX at $87.16" [X Link](https://x.com/mondyinvest/status/1976565956928471440) [@mondyinvest](/creator/x/mondyinvest) 2025-10-10T08:30Z 4042 followers, XXX engagements "A wild(cat) stat out of this #WC8 story: $MIN paid $158.7M for their XXXX% stake in October 2023. Two years on that figure would buy a XX% stake. Street Talk reporting $WC8 is open to selling about XX% of Tabba Tabba. Their #lithium DFS is due in 2026 😼" [X Link](https://x.com/mondyinvest/status/1977662334144504291) [@mondyinvest](/creator/x/mondyinvest) 2025-10-13T09:06Z 4039 followers, 4237 engagements "This #CU6 H2H study was supposed to be some sort of $TLX killer but - acknowledging I dont understand #biotech well - the release reads underwhelming (and no quotes from Prof Emmett). Market seems to agree -XX% although is this just sell-the-news after a big recovery run 🤔" [X Link](https://x.com/mondyinvest/status/1977927503399567702) [@mondyinvest](/creator/x/mondyinvest) 2025-10-14T02:40Z 4041 followers, 1590 engagements "@rhysdiab Agree w/ this but cautious as I had same view of $JIN at what was (then) a 5-year P/E low of 19x ($13/sh) thread below for posterity. Market keeps pushing it down I think b/c: - SaaS not ramping fast enough - sunset on $TLC deal 15x could become 10x" [X Link](https://x.com/mondyinvest/status/1977974184237281681) [@mondyinvest](/creator/x/mondyinvest) 2025-10-14T05:46Z 4039 followers, XXX engagements "@rhysdiab Just re-did my $JIN figs as earlier thread only had up to FY24. If you look at the 1H25 reported no's the thesis looked rocky and FY25 results confirmed it was broken. First time in a long time that $JIN.AX rev earnings and CF all stopped growing. SP since 1H25 results: -25%" [X Link](https://x.com/mondyinvest/status/1977990797111988484) [@mondyinvest](/creator/x/mondyinvest) 2025-10-14T06:52Z 4039 followers, 2390 engagements "Revisited $JIN $JIN.AX last night today they announce some UK-based M&A priced at EV/EBITDA of 6.5x (while they trade on 7.2x). Their last M&A deal (Canada IIRC) hasn't gone so well - interesting to see how market reacts to this one. Quick read through: having to buy growth" [X Link](https://x.com/mondyinvest/status/1978223817559613845) [@mondyinvest](/creator/x/mondyinvest) 2025-10-14T22:18Z 4039 followers, 1561 engagements "To hit sales guid. $AVH $RCEL needed to grow +15-20% vs pcp today they say Q3 rev just $17M down -XX% vs pcp finally costs CEO Corbett his head after ridiculous growth assumptions kept being missed. Debt covenants having to be waived on track to miss original guid. by -30%" [X Link](https://x.com/mondyinvest/status/1978962284144631832) [@mondyinvest](/creator/x/mondyinvest) 2025-10-16T23:12Z 4043 followers, 1596 engagements "$GQG $GQG.AX further FUM outflows and underperformance vs MSCI on almost all timeframes (1mo 3mo YTD 1Y 3Y 5Y) and yet. someone please explain this to me as I am very confucious" [X Link](https://x.com/mondyinvest/status/1979032540754133327) [@mondyinvest](/creator/x/mondyinvest) 2025-10-17T03:51Z 4040 followers, 1497 engagements "Godspeed John Borshoff He talked a great deal about achieving many great things in the great #uranium space $DYL $DYL.AX" [X Link](https://x.com/mondyinvest/status/1980040821035692441) [@mondyinvest](/creator/x/mondyinvest) 2025-10-19T22:38Z 4041 followers, 1955 engagements "@claudedwalker Need to add another line" [X Link](https://x.com/mondyinvest/status/1980043826380275768) [@mondyinvest](/creator/x/mondyinvest) 2025-10-19T22:50Z 4042 followers, XXX engagements "@ForagerSteve Notice tonight reveals Regal Funds have gone substantial in $EML spending $19.2M at an average of $0.91/sh for a XXXX% position in the payments company (incl. $3M at $0.93/sh last Thursday). They join $WAM.AX (10.43%) Viburnum (7.70%) and QVG Capital (7.30%) on the register" [X Link](https://x.com/mondyinvest/status/1980201451315191902) [@mondyinvest](/creator/x/mondyinvest) 2025-10-20T09:16Z 4041 followers, XXX engagements "I absolutely love that we can blame Melbourne for literally everything even the recent $CSL $CSL.AX sell-off 🤣 'CSL veteran says Victorias WFH culture led to lab failures'" [X Link](https://x.com/mondyinvest/status/1960503117507911812) [@mondyinvest](/creator/x/mondyinvest) 2025-08-27T00:42Z 4041 followers, 7347 engagements ""Look they've happened every year for the past XXX years but in essence they're non-recurring" $EML" [X Link](https://x.com/mondyinvest/status/1960546355702632850) [@mondyinvest](/creator/x/mondyinvest) 2025-08-27T03:34Z 4041 followers, 8373 engagements "@kangabella Actually Simone reading Marks tweet the most pressing thing we need to do is teach financial literacy in school. Woodside $WDS.AX even provided a media release trying to explain it but most people prefer just re-tweeting to their confirmation bias 🤷🏼♂" [X Link](https://x.com/mondyinvest/status/1961647063713944015) [@mondyinvest](/creator/x/mondyinvest) 2025-08-30T04:28Z 4041 followers, XXX engagements "This tweet again expect this time its $AAL.L after watching $BHP start firing the day before #coaltwitter #cyclegonnacycle" [X Link](https://x.com/mondyinvest/status/1968480750350582272) [@mondyinvest](/creator/x/mondyinvest) 2025-09-18T01:02Z 4041 followers, 1475 engagements "$WDS.AX in solidarity with $STO.AX today:" [X Link](https://x.com/mondyinvest/status/1968496433159717188) [@mondyinvest](/creator/x/mondyinvest) 2025-09-18T02:04Z 4041 followers, 1240 engagements "@ImmaYieldGuy 🧸 will say 🐎 industry in decline so wont attract consistently high multiples 🐂 will say $RTH.AX starting from a small enough base = years of growth ahead is insulated by being B2B may get tailwinds from more #betting partners outsourcing tech I think latter more likely" [X Link](https://x.com/mondyinvest/status/1978585242723115273) [@mondyinvest](/creator/x/mondyinvest) 2025-10-15T22:14Z 4041 followers, 3597 engagements "Three $WTC $WTC.AX data points that make you go hmmm🤔 each for quite different reasons 🚢🚛🛜" [X Link](https://x.com/mondyinvest/status/1978589787184566587) [@mondyinvest](/creator/x/mondyinvest) 2025-10-15T22:32Z 4041 followers, 2053 engagements "Only now it suits them does $FND $FND.AX reveal their FY25 EBITDA was boosted by a bunch of one-offs and their actual operating EBITDA was a huge miss on FY25 guidance and FY26 gonna be another big haircut. Take a careful look at other #ASX co's management are associated with❌" [X Link](https://x.com/mondyinvest/status/1980436016570986867) [@mondyinvest](/creator/x/mondyinvest) 2025-10-21T00:48Z 4041 followers, 2668 engagements "@BenjaminSayers1 The fact that *nowhere* in any of FY25 docs (report announcement presentation) did $FND specifically outline the one-offs says it all. only gets explained now to try and lessen sudden fall to FY26g EBITDA of $11M. Probably one of the best examples of a red flag there is" [X Link](https://x.com/mondyinvest/status/1980445325728051613) [@mondyinvest](/creator/x/mondyinvest) 2025-10-21T01:25Z 4041 followers, XXX engagements
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@mondyinvest mondy
mondy posts on X about $eml, $wtcax, $whcax, $wtc the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX -XXXX%
- X Month XXXXXX -XXXX%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +18%
- X Year XXX +37%
Followers: XXXXX #
- X Week XXXXX +0.37%
- X Month XXXXX +0.70%
- X Months XXXXX +6.80%
- X Year XXXXX +9.70%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence cryptocurrencies XXXXX% finance XXXX% stocks XXXX% countries XXXX% travel destinations XXXX%
Social topic influence $eml #1, $wtcax #2, $whcax #11, $wtc #8, debt 1.53%, $jin #2, $whc #6, $csl 1.15%, $cslax 1.15%, $lnwax #1
Top accounts mentioned or mentioned by @invdiary @chuckchunder007 @wognutz1 @luanserra391240 @blshigh @twomindscapital @ryutay @rhysdiab @eadatt @zhanginu @claudedwalker @ausnotes @berthonjones @mattymikals @bricho @smoothinvesting @lukewinchester9 @realhagetaka @ryu_tay @houzishi
Top assets mentioned EML Protocol (EML) Walton (WTC) JinPeng (JIN) Carlisle Companies, Inc. (CSL) BHP Group Limited (BHP) Light & Wonder, Inc. Common Stock (LNW) Floor & Decor Holdings, Inc. (FND) CargoX (CXO) Dr. Reddy's Laboratories Limited American Depositary Shares (RDY) CryptoTycoon (CTT) CatCoin (CAT)
Top Social Posts #
Top posts by engagements in the last XX hours
"Financially Illiterate Greens Senator Learns The Term RoE For The First Time And Excitedly Gets To Use It XX Times To Try And Build His Brand #auspol $WOW.AX $COL.AX"
X Link @mondyinvest 2024-04-16T22:09Z 4037 followers, 2943 engagements
"$CXO $CXO.AX using their quarterly to report on WEED SPRAYING activities really sums up where the #lithium market is at for these high-cost bull-market assets 🌱🤣😮💨"
X Link @mondyinvest 2025-01-22T22:54Z 4033 followers, 5169 engagements
"If only there were signs $WTC $WTC.AX"
X Link @mondyinvest 2025-02-27T01:15Z 4034 followers, 1502 engagements
"$AVH.AX $RCEL huge guidance downgrade (-24%) device demand impacted (-20%) due to Medicare changes that debt causing real issues now. Serial disappointment despite having a great product. Needs a capital raise now. 🌵🩹"
X Link @mondyinvest 2025-08-07T23:45Z 4034 followers, 4163 engagements
"$CSL $CSL.AX demerging Seqirus after it got RFKd. Vibes:"
X Link @mondyinvest 2025-08-19T01:25Z 4037 followers, 4760 engagements
"What I see every time Thinking back those $XXXXX $TLX share sales"
X Link @mondyinvest 2025-08-21T04:07Z 4037 followers, 1780 engagements
"Huge downgrade in $RDY FY27 target. Gone from $170M to $170M to $160-170M and now $150-153M CFO left recently. Why own $RDY.AX 🌵when you have either of $TNE.AX or $OCL.AX"
X Link @mondyinvest 2025-08-26T23:28Z 4039 followers, 1725 engagements
"$CTT longs logging in to read the $CTT.AX financials and seeing the board award pay rises to the CEO (+97%) and CFO (+49%) whilst (a)EBITDA collapses from $32M to $0.3M and cash declines from $79M to $37M"
X Link @mondyinvest 2025-08-28T22:46Z 4037 followers, 2564 engagements
"$CSL $CSL.AX cutting back its vaunted R&D division and now looking externally sign of the times"
X Link @mondyinvest 2025-09-16T00:02Z 4033 followers, 3419 engagements
"It's good to change your mind. I've been a noisy (and unimportant) critic of $EML $EML.AX for years but have recently taken a completely fresh look: if Anthony Hynes' team execute their plan I think there could be a real turnaround story here a la $BVS $CAT $GTK etc.🧵(1/8)"
X Link @mondyinvest 2025-10-08T05:15Z 4037 followers, 7260 engagements
"$EML FY25 results look terrible: NPAT: -$53M but this is concealing solid underlying (whoops there I go) cash gen. FY25 also saw -$37.4M in class action settlement and non-recurring regulatory costs of -$9.5M. They're also spending to move X product platforms onto X. (2/8)"
X Link @mondyinvest 2025-10-08T05:15Z 4033 followers, XXX engagements
"A concern for investors has been reliance on interest income (which mostly flows to bottom line but is outside their control) but $EML have done a yield-lock program which locks in XX% of their float at approx. XXX% yield for 3Y. Majority of float is in GBP/AUD/EUR. (3/8)"
X Link @mondyinvest 2025-10-08T05:15Z 4034 followers, XXX engagements
".meaning $EML are less exposed to US central bank cuts which is what market focuses on. FY26 revenue guidance already factors in central banks cutting further. Management focus is however back on growing the actual business now they're back to their core GPR/G&I biz. (4/8)"
X Link @mondyinvest 2025-10-08T05:15Z 4033 followers, XXX engagements
"Jeremy Raper wrote an excellent March '23 note (in public domain) when $EML was trading at 5.5x EV/EBITDA; today it's not far off that (6.0x) despite a XXX% SP rise as the clean out has progressed. JR didn't get the quick ROIC via a sale process but I think opp remains. (5/8)"
X Link @mondyinvest 2025-10-08T05:15Z 4034 followers, XXX engagements
"I always look for sector tailwinds and $EML is in a market growing 10-12% p/a where they are only doing 2-3% due to total distraction from all the regulatory issues out of disastrous past acquisitions (now jettisoned). By FY28 they want to be back to sector growth levels. (6/8)"
X Link @mondyinvest 2025-10-08T05:15Z 4034 followers, XXX engagements
"I suspect most of the market still absolutely hates this name (very few brokers on FY25 H1/H2 calls and little analyst coverage) but now $EML biz is back to its roots and focused on doing "more with the core" if the financials play out I think they'll come looking again (7/8)"
X Link @mondyinvest 2025-10-08T05:15Z 4034 followers, XXX engagements
"Plenty of risk ofc (more ☠ in the closet) but having listened to Exec Chairman on H1 & H2 calls and judging progress since he took over plus seeing him put his money where his mouth is (bought XX% of his current holding on market) - I like this setup. Finally long $EML. (8/8)"
X Link @mondyinvest 2025-10-08T05:15Z 4034 followers, 1002 engagements
"Some further thoughts on why I think $EML XXX has a higher probability of success. The strategy is simple and logical: X previously siloed regions now one ELT; all products rolled out to all regions (ref: gaps in the first images red box below). Low hanging fruit first. 🍒 (9/n)"
X Link @mondyinvest 2025-10-09T22:18Z 4034 followers, XXX engagements
"In terms of new growth $EML management see lots of adjacencies into new verticals i.e. the fundamental product (controllable #payment infrastructure & reloadable/gift cards) can be used in many other applications. Note Exec Chairs comments about hungry customers. 💳 (10/n)"
X Link @mondyinvest 2025-10-09T22:25Z 4034 followers, 1324 engagements
"Wow. $BHP $BHP.AX #ironore #china More details here:"
X Link @mondyinvest 2025-10-10T08:13Z 4037 followers, 6819 engagements
"It was remiss of me not to mention: while doing my work on this I came across some excellent content from @ForagerSteve who identified the $EML turnaround opportunity at least XX months ago (if not earlier). He covers it well here and in his letters:"
X Link @mondyinvest 2025-10-12T21:47Z 4035 followers, 2087 engagements
"@RotheTob Looking good Tobias $JIN another +9% so far. Hopefully it holds up. Surprised at the re-rate but it was sitting near 5Y lows"
X Link @mondyinvest 2025-10-16T03:59Z 4032 followers, XXX engagements
"@lukewinchester9 @MerewetherCap Just YOLO MereCap into $EML at 5.8x EV/EBITDA and 1.5x EV/sales *nfa I am very big idiot and will probably get rekt on this"
X Link @mondyinvest 2025-10-17T05:30Z 4034 followers, XXX engagements
"Market widely shrugged at what was a positive $WHC $WHC.AX report last week. My simple take:🧵 It's just not an exciting story at the moment. Net debt down to A$1.0B but subsequently paid A$363M in Stamp Duty so more like A$1.3B today. They have US$1.0B (A$1.6B) incoming. 1/5"
X Link @mondyinvest 2025-02-04T05:19Z 4042 followers, 13.7K engagements
"For those wondering what happened to $LNW $LNW.AX (off steeply last two days) Macquarie analysts are reporting possible second litigation case from $ALL.AX although they also estimate impact to LNWs business as de minimis. cc: @SmallCaps_asx"
X Link @mondyinvest 2025-03-31T20:54Z 4042 followers, 4539 engagements
"IT NEVER MISSES 🤣🔥 Mawhinney Meter on fire again $RHC.AX"
X Link @mondyinvest 2025-05-29T11:12Z 4039 followers, 5761 engagements
"Tech darling $XRO.AX follows $WTC.AX pulling off a huge acquisition paying a total of A$3.9B in cash and scrip for @MelioPayments which includes an A$1.85B insto raise + scrip issue to vendors + RCF + cash. Gotta say w/ A$ at XXXX I thought the M&A would be the other way round"
X Link @mondyinvest 2025-06-24T22:25Z 4043 followers, 4650 engagements
"Updated $WHC $WHC.AX thoughts after reading June quarterly. Top marks for execution but focus remains (per QT) on the balance sheet. Went from $300M net cash at 31/3 to ($600M) net debt 30/6. My rough calcs below. Factoring in cash outflows (BMA payment capex buyback). 1/2"
X Link @mondyinvest 2025-07-24T23:59Z 4040 followers, 4421 engagements
".this implies that at current #coal prices $WHC mines aren't printing much cash (no surprise). $WHC.AX have X months until next US$500M payment is due to BMA that's A$760M at today's ROE's. Have already sold XX% to fund first BMA payment so all eyes on the commodity. 2/2"
X Link @mondyinvest 2025-07-24T23:59Z 4039 followers, 1153 engagements
"$BPT $BPT.AX WAITsia first #gas: was originally H2 2023 then end of 2023 then mid-CY2024 then early-CY2025 then Q4 FY25 then mid-CY2025 now Q1 FY26 Worst commissioning ever"
X Link @mondyinvest 2025-07-31T21:16Z 4040 followers, XXX engagements
"Love reporting season. Ones to watch today: - $WHC.AX 🪨to dig into the cashflows - $HLS.AX 🦠 is there a margin turnaround story or will it remain a low-quality biz - #MP1 🛜 one I unfortunately fumbled having been in 1Y ago from $X they appear to have converted the doubters"
X Link @mondyinvest 2025-08-20T21:27Z 4041 followers, 1322 engagements
"This is all I really care about on $WHC $WHC.AX and looks very impressive to me. FY26 cost guidance coming down vs FY25 and doesnt factor in additional cost-out programmes. Need to revisit"
X Link @mondyinvest 2025-08-20T23:25Z 4042 followers, 4650 engagements
"The $YAL $YAL.AX wrath definitely wasnt as bad as it has been in the past. I wonder how much is boomer-divvy rage and how much is M&A uncertainty On the $WHC.AX call Paul Flynn said the assets around our space () are not particularly compelling from our perspective"
X Link @mondyinvest 2025-08-24T00:49Z 4040 followers, 1542 engagements
"@realhagetaka I keep my eye on all three biggies Hags (of which $WHC.AX would be my pick) but over the past XX months I moved away from cyclicals and found other ways to play the sectors. Looking at the pf now it was definitely the right move. Each to their own ✌🏻"
X Link @mondyinvest 2025-08-27T01:32Z 4042 followers, XXX engagements
"Mentions of underlying in company presentations reporting today: $RUL.AX 5x $RDY.AX 12x $TAH.AX - 18x $DMP.AX - 19x $WTC.AX 19x $KAR.AX - 24x $SDR.AX 29x $FLT.AX - 37x $WOR.AX - 39x $EML.AX 48x I wonder what the record is Gotta be $EML given the biz model"
X Link @mondyinvest 2025-08-27T03:18Z 4039 followers, 3968 engagements
"$WTC.AX the more I dig into $ETWO deal the more impressed I am. It's also not your typical 'big M&A' in the same way that others have failed (plus $WTC already have XX under their belt). Lots to digest and some product delays likely but I think this is very interesting here"
X Link @mondyinvest 2025-09-09T07:31Z 4041 followers, 3275 engagements
"Compare the pair 🔍 $XRO vs $WTC in #ASX big tech M&A land. I think one of these works well and one doesn't. Let's see. cc: @pastperformerAU"
X Link @mondyinvest 2025-09-16T07:37Z 4040 followers, 3202 engagements
"Watching $LNW $LNW.AX 👀 FY26 P/E at 14x. Need to do more on it but apparently targeting #ASX50 inclusion post a sole-listing plan in Australia"
X Link @mondyinvest 2025-10-07T23:38Z 4041 followers, 2312 engagements
"Short positions in $LNW.AX have gone from XXX% on 1/8 to XXX% on 30/9. There remains a legal case overhang with $ALL.AX on Jewel of the Dragon after a court awarded in Aristocrats favour on Dragon Train. P/E on a slippery slope ever since ASX listing in May 2023 (35x)"
X Link @mondyinvest 2025-10-07T23:53Z 4042 followers, XXX engagements
"@Tze_C Richard not done yet just yeeted out another $50M $WTC $WTC.AX at $87.16"
X Link @mondyinvest 2025-10-10T08:30Z 4042 followers, XXX engagements
"A wild(cat) stat out of this #WC8 story: $MIN paid $158.7M for their XXXX% stake in October 2023. Two years on that figure would buy a XX% stake. Street Talk reporting $WC8 is open to selling about XX% of Tabba Tabba. Their #lithium DFS is due in 2026 😼"
X Link @mondyinvest 2025-10-13T09:06Z 4039 followers, 4237 engagements
"This #CU6 H2H study was supposed to be some sort of $TLX killer but - acknowledging I dont understand #biotech well - the release reads underwhelming (and no quotes from Prof Emmett). Market seems to agree -XX% although is this just sell-the-news after a big recovery run 🤔"
X Link @mondyinvest 2025-10-14T02:40Z 4041 followers, 1590 engagements
"@rhysdiab Agree w/ this but cautious as I had same view of $JIN at what was (then) a 5-year P/E low of 19x ($13/sh) thread below for posterity. Market keeps pushing it down I think b/c: - SaaS not ramping fast enough - sunset on $TLC deal 15x could become 10x"
X Link @mondyinvest 2025-10-14T05:46Z 4039 followers, XXX engagements
"@rhysdiab Just re-did my $JIN figs as earlier thread only had up to FY24. If you look at the 1H25 reported no's the thesis looked rocky and FY25 results confirmed it was broken. First time in a long time that $JIN.AX rev earnings and CF all stopped growing. SP since 1H25 results: -25%"
X Link @mondyinvest 2025-10-14T06:52Z 4039 followers, 2390 engagements
"Revisited $JIN $JIN.AX last night today they announce some UK-based M&A priced at EV/EBITDA of 6.5x (while they trade on 7.2x). Their last M&A deal (Canada IIRC) hasn't gone so well - interesting to see how market reacts to this one. Quick read through: having to buy growth"
X Link @mondyinvest 2025-10-14T22:18Z 4039 followers, 1561 engagements
"To hit sales guid. $AVH $RCEL needed to grow +15-20% vs pcp today they say Q3 rev just $17M down -XX% vs pcp finally costs CEO Corbett his head after ridiculous growth assumptions kept being missed. Debt covenants having to be waived on track to miss original guid. by -30%"
X Link @mondyinvest 2025-10-16T23:12Z 4043 followers, 1596 engagements
"$GQG $GQG.AX further FUM outflows and underperformance vs MSCI on almost all timeframes (1mo 3mo YTD 1Y 3Y 5Y) and yet. someone please explain this to me as I am very confucious"
X Link @mondyinvest 2025-10-17T03:51Z 4040 followers, 1497 engagements
"Godspeed John Borshoff He talked a great deal about achieving many great things in the great #uranium space $DYL $DYL.AX"
X Link @mondyinvest 2025-10-19T22:38Z 4041 followers, 1955 engagements
"@claudedwalker Need to add another line"
X Link @mondyinvest 2025-10-19T22:50Z 4042 followers, XXX engagements
"@ForagerSteve Notice tonight reveals Regal Funds have gone substantial in $EML spending $19.2M at an average of $0.91/sh for a XXXX% position in the payments company (incl. $3M at $0.93/sh last Thursday). They join $WAM.AX (10.43%) Viburnum (7.70%) and QVG Capital (7.30%) on the register"
X Link @mondyinvest 2025-10-20T09:16Z 4041 followers, XXX engagements
"I absolutely love that we can blame Melbourne for literally everything even the recent $CSL $CSL.AX sell-off 🤣 'CSL veteran says Victorias WFH culture led to lab failures'"
X Link @mondyinvest 2025-08-27T00:42Z 4041 followers, 7347 engagements
""Look they've happened every year for the past XXX years but in essence they're non-recurring" $EML"
X Link @mondyinvest 2025-08-27T03:34Z 4041 followers, 8373 engagements
"@kangabella Actually Simone reading Marks tweet the most pressing thing we need to do is teach financial literacy in school. Woodside $WDS.AX even provided a media release trying to explain it but most people prefer just re-tweeting to their confirmation bias 🤷🏼♂"
X Link @mondyinvest 2025-08-30T04:28Z 4041 followers, XXX engagements
"This tweet again expect this time its $AAL.L after watching $BHP start firing the day before #coaltwitter #cyclegonnacycle"
X Link @mondyinvest 2025-09-18T01:02Z 4041 followers, 1475 engagements
"$WDS.AX in solidarity with $STO.AX today:"
X Link @mondyinvest 2025-09-18T02:04Z 4041 followers, 1240 engagements
"@ImmaYieldGuy 🧸 will say 🐎 industry in decline so wont attract consistently high multiples 🐂 will say $RTH.AX starting from a small enough base = years of growth ahead is insulated by being B2B may get tailwinds from more #betting partners outsourcing tech I think latter more likely"
X Link @mondyinvest 2025-10-15T22:14Z 4041 followers, 3597 engagements
"Three $WTC $WTC.AX data points that make you go hmmm🤔 each for quite different reasons 🚢🚛🛜"
X Link @mondyinvest 2025-10-15T22:32Z 4041 followers, 2053 engagements
"Only now it suits them does $FND $FND.AX reveal their FY25 EBITDA was boosted by a bunch of one-offs and their actual operating EBITDA was a huge miss on FY25 guidance and FY26 gonna be another big haircut. Take a careful look at other #ASX co's management are associated with❌"
X Link @mondyinvest 2025-10-21T00:48Z 4041 followers, 2668 engagements
"@BenjaminSayers1 The fact that nowhere in any of FY25 docs (report announcement presentation) did $FND specifically outline the one-offs says it all. only gets explained now to try and lessen sudden fall to FY26g EBITDA of $11M. Probably one of the best examples of a red flag there is"
X Link @mondyinvest 2025-10-21T01:25Z 4041 followers, XXX engagements