[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, eml, $whcax, $wtcax the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1382474718909919232/interactions)  - X Week XXXXXX +35% - X Month XXXXXX -XXXX% - X Months XXXXXXX -XX% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1382474718909919232/posts_active)  - X Week XX +4.60% - X Month XXX -XX% - X Months XXX +21% - X Year XXX +38% ### Followers: XXXXX [#](/creator/twitter::1382474718909919232/followers)  - X Week XXXXX +0.35% - X Month XXXXX +0.82% - X Months XXXXX +6.90% - X Year XXXXX +9.70% ### CreatorRank: XXXXXXX [#](/creator/twitter::1382474718909919232/influencer_rank)  ### Social Influence [#](/creator/twitter::1382474718909919232/influence) --- **Social category influence** [cryptocurrencies](/list/cryptocurrencies) XXXXX% [finance](/list/finance) XXXX% [stocks](/list/stocks) XXXX% [countries](/list/countries) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [$eml](/topic/$eml) #1, [eml](/topic/eml) #1, [$whcax](/topic/$whcax) #1, [$wtcax](/topic/$wtcax) #1, [$csl](/topic/$csl) #4, [$wtc](/topic/$wtc) #5, [$whc](/topic/$whc) #1, [$wdsax](/topic/$wdsax) 1.89%, [$xroax](/topic/$xroax) 1.89%, [$jin](/topic/$jin) #2 **Top accounts mentioned or mentioned by** [@invdiary](/creator/undefined) [@ryutay](/creator/undefined) [@rhysdiab](/creator/undefined) [@immayieldguy](/creator/undefined) [@blshigh](/creator/undefined) [@eadatt](/creator/undefined) [@claudedwalker](/creator/undefined) [@ausnotes](/creator/undefined) [@berthonjones](/creator/undefined) [@bricho](/creator/undefined) [@smallcapsasx](/creator/undefined) [@lukewinchester9](/creator/undefined) [@luanserra391240](/creator/undefined) [@tzec](/creator/undefined) [@houzishi](/creator/undefined) [@agroasx](/creator/undefined) [@chuckchunder007](/creator/undefined) [@mattymikals](/creator/undefined) [@smoothinvesting](/creator/undefined) [@davidhannan1963](/creator/undefined) **Top assets mentioned** [EML Protocol (EML)](/topic/$eml) [Carlisle Companies, Inc. (CSL)](/topic/$csl) [Walton (WTC)](/topic/$wtc) [JinPeng (JIN)](/topic/$jin) [CryptoTycoon (CTT)](/topic/$ctt) [BHP Group Limited (BHP)](/topic/$bhp) [Floor & Decor Holdings, Inc. (FND)](/topic/$fnd) [Pulsechain (PLS)](/topic/$pls) [Anzen Token (ANZ)](/topic/$anz) [Light & Wonder, Inc. Common Stock (LNW)](/topic/$lnw) [BRN Metaverse (BRN)](/topic/$brn) ### Top Social Posts [#](/creator/twitter::1382474718909919232/posts) --- Top posts by engagements in the last XX hours "mondys Mawhinney Meter is still undefeated 🤣👇🏻 $ORA.AX" [X Link](https://x.com/mondyinvest/status/1898954834255949970) [@mondyinvest](/creator/x/mondyinvest) 2025-03-10T04:31Z 4044 followers, 3617 engagements "$CSL $CSL.AX demerging Seqirus after it got RFKd. Vibes:" [X Link](https://x.com/mondyinvest/status/1957614968720998861) [@mondyinvest](/creator/x/mondyinvest) 2025-08-19T01:25Z 4044 followers, 4764 engagements "$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 4044 followers, 3443 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 4044 followers, XXX 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 4044 followers, 3627 engagements "Spod at US$645/t #lithium operations at $LTR.AX $MIN.AX and $SYA.AX have to be on a wing and a prayer here if something doesnt change pronto" [X Link](https://x.com/mondyinvest/status/1929774145199583358) [@mondyinvest](/creator/x/mondyinvest) 2025-06-03T05:36Z 4041 followers, 4172 engagements "More thoughts on $XRO.AX M&A. Big premium paid (16.5x LTM sales higher than $XROs own multiple). TL;DR this is incentive-driven empire building. CEO sits in US on a US-level rem (A$25M 2nd highest on ASX) so *must* justify position/location/package by growing US. 🧵 (1/6)" [X Link](https://x.com/mondyinvest/status/1937733642945761421) [@mondyinvest](/creator/x/mondyinvest) 2025-06-25T04:44Z 4041 followers, 5907 engagements "Yesterday: wrath of the $CSL $XXX boomers Today: wrath of the $YAL $YAL.AX yield boomers Still history reminds us these are cyclical and the big cash gen will be back. just a question of a) how long and b) whether blows it on empire building. #CoalTwitter" [X Link](https://x.com/mondyinvest/status/1957936075290341781) [@mondyinvest](/creator/x/mondyinvest) 2025-08-19T22:41Z 4042 followers, 3240 engagements "The intern at $PLS $PLS.AX missed a massive opportunity to go down in ASX history with a quick insert image just before sending to MAP #lithium" [X Link](https://x.com/mondyinvest/status/1959910442756980907) [@mondyinvest](/creator/x/mondyinvest) 2025-08-25T09:27Z 4041 followers, 2798 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 "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 4041 followers, 3210 engagements "@ryu_tay $CSL (-28.5%) $SHL (-18.7%) $EBO (-24.2%) $TLX (-41.6%) have a lot to answer for here 😮💨" [X Link](https://x.com/mondyinvest/status/1968272800072061291) [@mondyinvest](/creator/x/mondyinvest) 2025-09-17T11:16Z 4040 followers, XXX engagements "This tweet again expect this time its $AAL.L after watching $BHP start firing the day before #coaltwitter #cyclegonnacycle" [X Link](https://x.com/mondyinvest/status/1968480750350582272) [@mondyinvest](/creator/x/mondyinvest) 2025-09-18T01:02Z 4040 followers, 1475 engagements "$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, 1245 engagements "With $XRO paying up big to acquire Melio trying once again to crack the US market this August 2018 $XRO.AX piece from @John_Hempton is worth revisiting esp. the commentary about pursuing the EU markets *before* the US:" [X Link](https://x.com/mondyinvest/status/1970270767951814758) [@mondyinvest](/creator/x/mondyinvest) 2025-09-22T23:35Z 4041 followers, 1429 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, 2316 engagements "This #CU6 H2H study was supposed to be some sort of $TLX killer but - acknowledging I dont understand #biotech well - the release reads underwhelming (and no quotes from Prof Emmett). Market seems to agree -XX% although is this just sell-the-news after a big recovery run 🤔" [X Link](https://x.com/mondyinvest/status/1977927503399567702) [@mondyinvest](/creator/x/mondyinvest) 2025-10-14T02:40Z 4041 followers, 1595 engagements "$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 4042 followers, 1514 engagements "The $CTT $CTT.AX balance sheet is basically cash and receivables plus $30M of intangibles (capitalised website development). Cash is rapidly vanishing ($101M at 31/12 to $45M at 31/5) and the 31/12 receivables of $31.2M was dwarfed by the $115.7M of payables. Could get real 🌶" [X Link](https://x.com/mondyinvest/status/1933379266038976522) [@mondyinvest](/creator/x/mondyinvest) 2025-06-13T04:21Z 4042 followers, 1756 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 4044 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 $EML given the biz model" [X Link](https://x.com/mondyinvest/status/1960542503905464450) [@mondyinvest](/creator/x/mondyinvest) 2025-08-27T03:18Z 4045 followers, 3969 engagements "$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 4042 followers, 2582 engagements "Live look at @Filapek preparing to defend $CSL @ 200" [X Link](https://x.com/mondyinvest/status/1967804759768961424) [@mondyinvest](/creator/x/mondyinvest) 2025-09-16T04:16Z 4042 followers, XXX engagements "That tremor you all felt at 10:51am was a pivotal moment in #ASX boomer stonk folklore" [X Link](https://x.com/mondyinvest/status/1968504664258920800) [@mondyinvest](/creator/x/mondyinvest) 2025-09-18T02:37Z 4042 followers, 3764 engagements "@Tze_C Indeed $BRN HODLers watching $WBT actually produce some paying customers" [X Link](https://x.com/mondyinvest/status/1980772840707416402) [@mondyinvest](/creator/x/mondyinvest) 2025-10-21T23:07Z 4042 followers, XXX engagements "Every time $CTT $CTT.AX gets dumped to a new low I think of this 🥹" [X Link](https://x.com/mondyinvest/status/1932971841687335374) [@mondyinvest](/creator/x/mondyinvest) 2025-06-12T01:22Z 4045 followers, 5121 engagements "$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 4045 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 4045 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 4045 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 4045 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 4045 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 4045 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 4045 followers, 1026 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 4045 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 4045 followers, 1355 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 4045 followers, 2154 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 4045 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 4045 followers, XXX engagements "@claudedwalker Need to add another line" [X Link](https://x.com/mondyinvest/status/1980043826380275768) [@mondyinvest](/creator/x/mondyinvest) 2025-10-19T22:50Z 4045 followers, XXX engagements "Undefeated 🤣👇🏻 $WDS.AX" [X Link](https://x.com/mondyinvest/status/1839516804508778793) [@mondyinvest](/creator/x/mondyinvest) 2024-09-27T04:05Z 4045 followers, 7804 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 4045 followers, 13.9K 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 4045 followers, 1503 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 4045 followers, 4669 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 4045 followers, 9794 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 4045 followers, 1285 engagements "The key read-through of that very promotional $LTR $LTR.AX quarterly is that it looks like they have a significant funding gap in FY26 even *before* they take into consideration debt repayments etc. Expect short positions to build up again for a CR unless #lithium recovers" [X Link](https://x.com/mondyinvest/status/1950046849420644483) [@mondyinvest](/creator/x/mondyinvest) 2025-07-29T04:12Z 4045 followers, 6521 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 4045 followers, 1326 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 4045 followers, 4669 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 4044 followers, 1549 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 4044 followers, 7359 engagements ""Look they've happened every year for the past XXX years but in essence they're non-recurring" $EML" [X Link](https://x.com/mondyinvest/status/1960546355702632850) [@mondyinvest](/creator/x/mondyinvest) 2025-08-27T03:34Z 4045 followers, 9221 engagements "$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 4045 followers, 3281 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 4045 followers, 8191 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 4045 followers, 6850 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 4045 followers, 4247 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 4044 followers, 2405 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 4044 followers, 1573 engagements "@RotheTob Agree with that Tobias. But as for the markets reaction I think it needs to be judged over a longer timeframe than one day. A +9% move still only has it back to where it was two weeks ago" [X Link](https://x.com/mondyinvest/status/1978416819581903252) [@mondyinvest](/creator/x/mondyinvest) 2025-10-15T11:05Z 4044 followers, XXX 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 4045 followers, 2090 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 4044 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 4044 followers, 1547 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 4044 followers, 2759 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 4044 followers, XXX engagements "One of my socio-markers: TeamInvest (them again) call $EML a sell believing its better to wait for recovery obvs. they cant see it yet - or havent looked. Also dont think Chair buying $3M on market is 🐂 since he sold his biz for $1B. Gotta swim ahead of the crowd 🐟💨" [X Link](https://x.com/mondyinvest/status/1981482754983493701) [@mondyinvest](/creator/x/mondyinvest) 2025-10-23T22:07Z 4044 followers, XXX engagements "The TL;DR of the $WHC $WHC.AX September quarterly:" [X Link](https://x.com/mondyinvest/status/1981497795006849036) [@mondyinvest](/creator/x/mondyinvest) 2025-10-23T23:07Z 4044 followers, 5259 engagements
[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, eml, $whcax, $wtcax the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX +35%
- X Month XXXXXX -XXXX%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX +4.60%
- X Month XXX -XX%
- X Months XXX +21%
- X Year XXX +38%
Followers: XXXXX #
- X Week XXXXX +0.35%
- X Month XXXXX +0.82%
- X Months XXXXX +6.90%
- X Year XXXXX +9.70%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence cryptocurrencies XXXXX% finance XXXX% stocks XXXX% countries XXXX% travel destinations XXXX%
Social topic influence $eml #1, eml #1, $whcax #1, $wtcax #1, $csl #4, $wtc #5, $whc #1, $wdsax 1.89%, $xroax 1.89%, $jin #2
Top accounts mentioned or mentioned by @invdiary @ryutay @rhysdiab @immayieldguy @blshigh @eadatt @claudedwalker @ausnotes @berthonjones @bricho @smallcapsasx @lukewinchester9 @luanserra391240 @tzec @houzishi @agroasx @chuckchunder007 @mattymikals @smoothinvesting @davidhannan1963
Top assets mentioned EML Protocol (EML) Carlisle Companies, Inc. (CSL) Walton (WTC) JinPeng (JIN) CryptoTycoon (CTT) BHP Group Limited (BHP) Floor & Decor Holdings, Inc. (FND) Pulsechain (PLS) Anzen Token (ANZ) Light & Wonder, Inc. Common Stock (LNW) BRN Metaverse (BRN)
Top Social Posts #
Top posts by engagements in the last XX hours
"mondys Mawhinney Meter is still undefeated 🤣👇🏻 $ORA.AX"
X Link @mondyinvest 2025-03-10T04:31Z 4044 followers, 3617 engagements
"$CSL $CSL.AX demerging Seqirus after it got RFKd. Vibes:"
X Link @mondyinvest 2025-08-19T01:25Z 4044 followers, 4764 engagements
"$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 4044 followers, 3443 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 4044 followers, XXX 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 4044 followers, 3627 engagements
"Spod at US$645/t #lithium operations at $LTR.AX $MIN.AX and $SYA.AX have to be on a wing and a prayer here if something doesnt change pronto"
X Link @mondyinvest 2025-06-03T05:36Z 4041 followers, 4172 engagements
"More thoughts on $XRO.AX M&A. Big premium paid (16.5x LTM sales higher than $XROs own multiple). TL;DR this is incentive-driven empire building. CEO sits in US on a US-level rem (A$25M 2nd highest on ASX) so must justify position/location/package by growing US. 🧵 (1/6)"
X Link @mondyinvest 2025-06-25T04:44Z 4041 followers, 5907 engagements
"Yesterday: wrath of the $CSL $XXX boomers Today: wrath of the $YAL $YAL.AX yield boomers Still history reminds us these are cyclical and the big cash gen will be back. just a question of a) how long and b) whether blows it on empire building. #CoalTwitter"
X Link @mondyinvest 2025-08-19T22:41Z 4042 followers, 3240 engagements
"The intern at $PLS $PLS.AX missed a massive opportunity to go down in ASX history with a quick insert image just before sending to MAP #lithium"
X Link @mondyinvest 2025-08-25T09:27Z 4041 followers, 2798 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
"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 4041 followers, 3210 engagements
"@ryu_tay $CSL (-28.5%) $SHL (-18.7%) $EBO (-24.2%) $TLX (-41.6%) have a lot to answer for here 😮💨"
X Link @mondyinvest 2025-09-17T11:16Z 4040 followers, XXX engagements
"This tweet again expect this time its $AAL.L after watching $BHP start firing the day before #coaltwitter #cyclegonnacycle"
X Link @mondyinvest 2025-09-18T01:02Z 4040 followers, 1475 engagements
"$WDS.AX in solidarity with $STO.AX today:"
X Link @mondyinvest 2025-09-18T02:04Z 4041 followers, 1245 engagements
"With $XRO paying up big to acquire Melio trying once again to crack the US market this August 2018 $XRO.AX piece from @John_Hempton is worth revisiting esp. the commentary about pursuing the EU markets before the US:"
X Link @mondyinvest 2025-09-22T23:35Z 4041 followers, 1429 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, 2316 engagements
"This #CU6 H2H study was supposed to be some sort of $TLX killer but - acknowledging I dont understand #biotech well - the release reads underwhelming (and no quotes from Prof Emmett). Market seems to agree -XX% although is this just sell-the-news after a big recovery run 🤔"
X Link @mondyinvest 2025-10-14T02:40Z 4041 followers, 1595 engagements
"$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 4042 followers, 1514 engagements
"The $CTT $CTT.AX balance sheet is basically cash and receivables plus $30M of intangibles (capitalised website development). Cash is rapidly vanishing ($101M at 31/12 to $45M at 31/5) and the 31/12 receivables of $31.2M was dwarfed by the $115.7M of payables. Could get real 🌶"
X Link @mondyinvest 2025-06-13T04:21Z 4042 followers, 1756 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 4044 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 $EML given the biz model"
X Link @mondyinvest 2025-08-27T03:18Z 4045 followers, 3969 engagements
"$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 4042 followers, 2582 engagements
"Live look at @Filapek preparing to defend $CSL @ 200"
X Link @mondyinvest 2025-09-16T04:16Z 4042 followers, XXX engagements
"That tremor you all felt at 10:51am was a pivotal moment in #ASX boomer stonk folklore"
X Link @mondyinvest 2025-09-18T02:37Z 4042 followers, 3764 engagements
"@Tze_C Indeed $BRN HODLers watching $WBT actually produce some paying customers"
X Link @mondyinvest 2025-10-21T23:07Z 4042 followers, XXX engagements
"Every time $CTT $CTT.AX gets dumped to a new low I think of this 🥹"
X Link @mondyinvest 2025-06-12T01:22Z 4045 followers, 5121 engagements
"$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 4045 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 4045 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 4045 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 4045 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 4045 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 4045 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 4045 followers, 1026 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 4045 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 4045 followers, 1355 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 4045 followers, 2154 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 4045 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 4045 followers, XXX engagements
"@claudedwalker Need to add another line"
X Link @mondyinvest 2025-10-19T22:50Z 4045 followers, XXX engagements
"Undefeated 🤣👇🏻 $WDS.AX"
X Link @mondyinvest 2024-09-27T04:05Z 4045 followers, 7804 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 4045 followers, 13.9K engagements
"If only there were signs $WTC $WTC.AX"
X Link @mondyinvest 2025-02-27T01:15Z 4045 followers, 1503 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 4045 followers, 4669 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 4045 followers, 9794 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 4045 followers, 1285 engagements
"The key read-through of that very promotional $LTR $LTR.AX quarterly is that it looks like they have a significant funding gap in FY26 even before they take into consideration debt repayments etc. Expect short positions to build up again for a CR unless #lithium recovers"
X Link @mondyinvest 2025-07-29T04:12Z 4045 followers, 6521 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 4045 followers, 1326 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 4045 followers, 4669 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 4044 followers, 1549 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 4044 followers, 7359 engagements
""Look they've happened every year for the past XXX years but in essence they're non-recurring" $EML"
X Link @mondyinvest 2025-08-27T03:34Z 4045 followers, 9221 engagements
"$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 4045 followers, 3281 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 4045 followers, 8191 engagements
"Wow. $BHP $BHP.AX #ironore #china More details here:"
X Link @mondyinvest 2025-10-10T08:13Z 4045 followers, 6850 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 4045 followers, 4247 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 4044 followers, 2405 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 4044 followers, 1573 engagements
"@RotheTob Agree with that Tobias. But as for the markets reaction I think it needs to be judged over a longer timeframe than one day. A +9% move still only has it back to where it was two weeks ago"
X Link @mondyinvest 2025-10-15T11:05Z 4044 followers, XXX engagements
"Three $WTC $WTC.AX data points that make you go hmmm🤔 each for quite different reasons 🚢🚛🛜"
X Link @mondyinvest 2025-10-15T22:32Z 4045 followers, 2090 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 4044 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 4044 followers, 1547 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 4044 followers, 2759 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 4044 followers, XXX engagements
"One of my socio-markers: TeamInvest (them again) call $EML a sell believing its better to wait for recovery obvs. they cant see it yet - or havent looked. Also dont think Chair buying $3M on market is 🐂 since he sold his biz for $1B. Gotta swim ahead of the crowd 🐟💨"
X Link @mondyinvest 2025-10-23T22:07Z 4044 followers, XXX engagements
"The TL;DR of the $WHC $WHC.AX September quarterly:"
X Link @mondyinvest 2025-10-23T23:07Z 4044 followers, 5259 engagements