# ![@pup_st Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1179528280744968192.png) @pup_st The Pup

The Pup posts on X about asx, in the, $whc, dyor the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1179528280744968192/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1179528280744968192/c:line/m:interactions.svg)

- [--] Week [------] +131%
- [--] Month [------] -51%
- [--] Months [-------] +174%
- [--] Year [-------] -26%

### Mentions: [--] [#](/creator/twitter::1179528280744968192/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1179528280744968192/c:line/m:posts_active.svg)

- [--] Week [--] -42%
- [--] Month [--] +47%
- [--] Months [---] +48%
- [--] Year [---] +0.40%

### Followers: [-----] [#](/creator/twitter::1179528280744968192/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1179528280744968192/c:line/m:followers.svg)

- [--] Week [-----] +1.10%
- [--] Month [-----] +3.20%
- [--] Months [-----] +6.80%
- [--] Year [-----] +16%

### CreatorRank: [-------] [#](/creator/twitter::1179528280744968192/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1179528280744968192/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  36.79% [cryptocurrencies](/list/cryptocurrencies)  19.81% [stocks](/list/stocks)  11.32% [automotive brands](/list/automotive-brands)  0.94% [countries](/list/countries)  0.94% [technology brands](/list/technology-brands)  0.94%

**Social topic influence**
[asx](/topic/asx) #12, [in the](/topic/in-the) 9.43%, [$whc](/topic/$whc) 9.43%, [dyor](/topic/dyor) #67, [market](/topic/market) 5.66%, [$rmd](/topic/$rmd) 4.72%, [$ctt](/topic/$ctt) 4.72%, [silver](/topic/silver) 3.77%, [beat](/topic/beat) 3.77%, [company](/topic/company) 3.77%

**Top accounts mentioned or mentioned by**
[@ronshamgar](/creator/undefined) [@mondyinvest](/creator/undefined) [@1116sen](/creator/undefined) [@johnhempton](/creator/undefined) [@totemmacro](/creator/undefined) [@grok](/creator/undefined) [@andrewbogut](/creator/undefined) [@sensportsday](/creator/undefined) [@cobramestate](/creator/undefined) [@jdestoop80](/creator/undefined) [@peterduttonmp](/creator/undefined) [@albomp](/creator/undefined) [@ianmsc](/creator/undefined) [@footyonnine](/creator/undefined) [@pbdspodcast](/creator/undefined) [@sostalksmoney](/creator/undefined) [@vincentoshana](/creator/undefined) [@patrickbetdavid](/creator/undefined) [@jakestrading18](/creator/undefined) [@asxpeasant](/creator/undefined)

**Top assets mentioned**
[ResMed Inc. (RMD)](/topic/$rmd) [myDID (SYL)](/topic/$syl) [Agent Virtual Machine (AVM)](/topic/$avm) [Meritage Homes Corporation (MTH)](/topic/$mth) [NuScale Power Corporation (SMR)](/topic/$smr) [Blockchain Bets (BCB)](/topic/$bcb) [Uniswap (UNI)](/topic/$uni) [Chain Talk Daily (CTD)](/topic/$ctd) [Bridge Oracle (BRG)](/topic/$brg) [AMP Token (AMP)](/topic/$amp) [Fusionist (ACE)](/topic/$ace) [Dr. Reddy's Laboratories Limited American Depositary Shares (RDY)](/topic/$rdy)
### Top Social Posts
Top posts by engagements in the last [--] hours

"ASX Confesseion Season- $BRG $TPW $AMP #DYOR"  
[X Link](https://x.com/pup_st/status/2021729144363790819)  2026-02-11T23:32Z [----] followers, [----] engagements


"$QUB QUBE LOGISTICS received takeover and have accepted at $5.20 from macquarie asset management Flurry off M&A pre the big guy in red suit arriving"  
[X Link](https://x.com/pup_st/status/1992713576965189831)  2025-11-23T21:55Z [----] followers, [----] engagements


"#ASX #SmallCap #BestCompounder #WhoamI #Deepdiscount"  
[X Link](https://x.com/pup_st/status/1995341376742191516)  2025-12-01T03:57Z [----] followers, [---] engagements


"$SYL Symal- its not often a stock re-rates +70% in 90days and despite that valuation expansion/uplift its still CHEAP. SYLs discount confirms the stock is still flying somewhat under the radar/ off broadway for now take a look DYOR and come back and tell me if Im wrong"  
[X Link](https://x.com/pup_st/status/1998158291168612488)  2025-12-08T22:30Z [----] followers, [----] engagements


"$SYL aint no stop her no stopping New all time highs breaking thru $800m mkt cap. And nice to break up all the silver and gold chatter on my feed Symal- better than any gift from Santa"  
[X Link](https://x.com/pup_st/status/2003282072144871648)  2025-12-23T01:50Z [----] followers, [---] engagements


"$GNC GRAINCORP- FY26 guidance is poor and will result in material consensus downgrades"  
[X Link](https://x.com/pup_st/status/2018097264447877474)  2026-02-01T23:00Z [----] followers, [---] engagements


"$SPZ Smart Parking - a capital light global growth story you probably never heard of heres why it continues to eat $ACE & $ERD for breakfast #DYOR #SmallCaps #Growth #ASX"  
[X Link](https://x.com/pup_st/status/2018881275466289597)  2026-02-04T02:56Z [----] followers, [----] engagements


"@mondyinvest $RDY is the one you should be buying and tucking away. boring until it isnt sub $2.20 its a no brainer DYOR but check it out held up better then most Saas/ software names given its been in the naughty corner for 12mnths"  
[X Link](https://x.com/pup_st/status/2018970664800334314)  2026-02-04T08:51Z [----] followers, [---] engagements


"$MGH MaaS group pivot met with stampede for the exits. Symal $SYL IS CHEAP AS CHIPS on same metrics #DYOR #Smallcaps #asx"  
[X Link](https://x.com/pup_st/status/2019324999941972033)  2026-02-05T08:19Z [----] followers, [----] engagements


"$SDR For a stock like Siteminder to do -13% in a day with no news flow is staggering. Thats redemption flow surely. #bloodonthestreets #ASX"  
[X Link](https://x.com/pup_st/status/2021851564579991793)  2026-02-12T07:39Z [----] followers, [----] engagements


"Couldnt agree more $RTH cheaper and more strategic bolt on. $BBT $TAH $ASX #DYOR No formal takeover offer on $BET.ax from $TAB.ax. Why not just buy $RTH.ax much more cheaply 🤣 Not exactly like for like but $RTH.ax has a bigger moat (focus on Data source) and is higher margin. And its actually profitable (I jest about the TAB takeover but the valuation No formal takeover offer on $BET.ax from $TAB.ax. Why not just buy $RTH.ax much more cheaply 🤣 Not exactly like for like but $RTH.ax has a bigger moat (focus on Data source) and is higher margin. And its actually profitable (I jest about the"  
[X Link](https://x.com/pup_st/status/2021883774481653861)  2026-02-12T09:47Z [----] followers, [---] engagements


"@RonShamgar Close to the top of the market Wild #ASX #Microcaps #smallcaps $AIM"  
[X Link](https://x.com/pup_st/status/2022093031336554920)  2026-02-12T23:38Z [----] followers, [---] engagements


"$ACL the trifecta and some MISSED across ebitda/rev/npat found staff underpayments which they are pushing thru a provision to cover/back pay + downgrade FY26 also. Will be smoked today"  
[X Link](https://x.com/pup_st/status/2023163728200634803)  2026-02-15T22:33Z [----] followers, [----] engagements


"$AZJ: Aurizon has delivered a solid 1H26 result with Adj EBITDA +9% yoy to $891m. Circa 3% beat. Should be well received by mkt interestingly shorts have been covering ahead of result"  
[X Link](https://x.com/pup_st/status/2023168281558012146)  2026-02-15T22:51Z [----] followers, [---] engagements


"$CU6 category leader in the making- shorts toasted #DYOR #asx"  
[X Link](https://x.com/pup_st/status/2023300834168283185)  2026-02-16T07:38Z [----] followers, [----] engagements


"$360/ $PME: Life360 continues it's de-rate its gone from 15x EV/Sales to 8x in [--] weeks. Wild & market darling Pro Medicus (PME) also down 20% over the last 90% days. Useless point of the day"  
[X Link](https://x.com/pup_st/status/1999348921764811014)  2025-12-12T05:21Z [----] followers, [----] engagements


"SILVER gone paraboic Whats your best ASX exposure Few that I like: $AVM $WCE $MTH $silver"  
[X Link](https://x.com/pup_st/status/2003090678700703920)  2025-12-22T13:10Z [----] followers, [----] engagements


"Silver surges past $95/oz for the first time in history now up 34.1% in [----]. WOWSERS $G50 $MTH $AVM $IVR $JAV $WCE #silversqueeze #asx"  
[X Link](https://x.com/pup_st/status/2013581800228921566)  2026-01-20T11:58Z [----] followers, [---] engagements


"$SLV (1/2) SLV (Silver ETF) traded roughly $38bn notional equivalent to 393m shares its highest notional value and vol ever (previous records: May [--] [----] and Feb [--] 2021).The more striking stat in my view was SLV relative to SPY. SPY traded about $42bn notional yesterday"  
[X Link](https://x.com/pup_st/status/2016275495856570678)  2026-01-27T22:21Z [----] followers, [---] engagements


"(2/2): meaning SLV reached 94% of SPYs traded value. In SLVs 20-year history it has only once come close to matching SPY on notional turnover April [--] [----] when the ratio peaked at [------]. Yesterdays ratio: [------]. $AVM $WCE $BHM $PUR $G50 #asx"  
[X Link](https://x.com/pup_st/status/2016275805534613530)  2026-01-27T22:23Z [----] followers, [---] engagements


"$XRO Free prostate checks for the tech bros today. Also hearing XRO may rebrand to ZRO (Zero). No filing yet. Confidence already adjusting & pricing in the name change 7x vol thru in XRO so far vs 20day avg t/o #ASX #Tech #Software"  
[X Link](https://x.com/pup_st/status/2018837780865155563)  2026-02-04T00:03Z [----] followers, [----] engagements


"$CSL Late-day Bad blood on the ASX like a crime scene cleaned up with paper towels and denial. CSL dropped a clot of bad news @ 4:05pm (CEO exiting asap) missed the 4:10 match closed solo at 4:17pm hemorrhaged -5% and bled 14pts off the ASX200. Closing @ 4week lows"  
[X Link](https://x.com/pup_st/status/2021160314406875314)  2026-02-10T09:52Z [----] followers, [----] engagements


"In the U.S we trade almost 25% of all the equity that trades everyday$400 billion dollars of daily turnover across all asset classes here at Citadel Securities. - Ken Griffin CEO of Citadel"  
[X Link](https://x.com/anyuser/status/1785646147408994506)  2024-05-01T12:23Z [----] followers, [----] engagements


"$G50 Unstoppable #DYOR #Galium #rareearths #asx #smallcaps"  
[X Link](https://x.com/pup_st/status/2023297799652336014)  2026-02-16T07:26Z [----] followers, [---] engagements


"$PPS news out- surprisingly positive Fy27 consensus numbers looks light. stock should bounce strongly tomorrow 15% potential #DYOR #asx #small caps"  
[X Link](https://x.com/pup_st/status/2023301523233751362)  2026-02-16T07:40Z [----] followers, [----] engagements


"@John_Hempton https://www.australianunity.com.au/media-centre/news-and-media/australian-unity-announces-resignation-of-dr-joe-fernandes https://www.australianunity.com.au/media-centre/news-and-media/australian-unity-announces-resignation-of-dr-joe-fernandes"  
[X Link](https://x.com/pup_st/status/2023323208766885966)  2026-02-16T09:06Z [----] followers, [---] engagements


"@TotemMacro @grok whats the key nuance here and whats the likely fallout from a equity markets perspective. Lay it out for me in plain english"  
[X Link](https://x.com/pup_st/status/2019204117319807134)  2026-02-05T00:19Z [----] followers, [---] engagements


"@andrewbogut As I read your post have a look what was directly under it on my feed. 🤦🏻♂"  
[X Link](https://x.com/anyuser/status/1482842490533445632)  2022-01-16T22:29Z [----] followers, [--] engagements


"1/2 - $WHC Last week we visited the Narrabri underground and Maules Creek open cut mines. Narrabri has been performing well in recent months with geotech issues under control. Maules Creek is improving but peak cost performance wont come until in-pit dumping has moved to 100%"  
[X Link](https://x.com/anyuser/status/1603504747935600640)  2022-12-15T21:38Z [----] followers, [----] engagements


"(3/3) WHC's dividend will disappoint tomorrow in light of how M&A is unfolding. WHC could theoretically pay no dividend (because they need the cash/ optionality) and still point to a FY23 payout that fits comfortably within their guidance range thanks to heavy 2H buyback activity"  
[X Link](https://x.com/anyuser/status/1694155924599079071)  2023-08-23T01:13Z [----] followers, [----] engagements


"$ABB First glance quality result- Operating EBITDA of $89.6m + Whopping $50.2m YoY and +127% YoY and at the very top end of guidance ($85-$90m) noting this guidance was also upgraded at 1H23. Note that consensus EBITDA is $86.5m implying a solid beat. Expect short covering"  
[X Link](https://x.com/anyuser/status/1694855180767154542)  2023-08-24T23:32Z [----] followers, [----] engagements


"$RMD REsmed smoked -11% Eli Lilly presents additional data from OSA trial which are positive albeit well known about"  
[X Link](https://x.com/anyuser/status/1805036442751746236)  2024-06-24T00:33Z [----] followers, [----] engagements


"@1116sen @SENSportsday @CobramEstate So now its an offensive to be comprehensivly Beaton in your rule and within the rules. Gutter journalism by Teflon Sam the Carlton fan boy"  
[X Link](https://x.com/anyuser/status/1815567798854451231)  2024-07-23T02:01Z [----] followers, [----] engagements


"$JBH: JB youve done it again **BEAT + Special Div** *Net income $438.8m est $421.8m (Consensus) *Sales $9.59Bln vs est $9.52Bln *Ebit $647.2m vs est $626.4m *Final Div $1.03 cps *Special Div $0.80cps *Jul Trading update JB Hi-Fi SSSg +5.2% Good Guys L4L sales +2.7%"  
[X Link](https://x.com/anyuser/status/1822766363469078896)  2024-08-11T22:45Z [----] followers, [----] engagements


"$IEL another one of these heavily sold off previous market darlings making a resounding comeback off multi yr lows is the worst behind them Whats the saying share price never lies #ASX #Industrials #education #value #turnaround #comeback"  
[X Link](https://x.com/pup_st/status/1954863063821074780)  2025-08-11T11:10Z [----] followers, [----] engagements


"$SMR 3QTR production looks ok despite whether affected and rail access issues. Next catalyst: Planned site visit in early November is likely to be well attended lifting SMRs profile which is currently under the markets radar. #BlackGold #CoalTwitter"  
[X Link](https://x.com/anyuser/status/1583241145982734336)  2022-10-20T23:37Z [----] followers, [--] engagements


"$STA using todays spot zircon and mineral sands prices strandline should be trading closer to $1.30. market waiting for production to commence & come online early next yr"  
[X Link](https://x.com/anyuser/status/1585453744975581185)  2022-10-27T02:10Z [----] followers, [--] engagements


"@jdestoop80 Possibly the worst team Ange could coach we all hate Tottenham"  
[X Link](https://x.com/anyuser/status/1665595997513453570)  2023-06-05T05:46Z [----] followers, [---] engagements


"$IRE Its fair to say EQT are thrilled 2yr on from their takeover bid being rejected with the market cap today 51% LOWER then what their proposal was Call it luck fate or whatever its probs best described as kisses on the Dck"  
[X Link](https://x.com/anyuser/status/1694120954518253625)  2023-08-22T22:54Z [----] followers, [----] engagements


"If your liking my posts and content on stocks/ the market along with a few poor attempts at humour be sure to follow me and tell all your friends as Im attempting to post more often especially during reporting season- thanks in advance The Cub 🙏🏻 ✌"  
[X Link](https://x.com/anyuser/status/1694162663432200559)  2023-08-23T01:40Z [----] followers, [----] engagements


"$DDR 3.30pm on Friday trading update NEK MINNET stock slaughtered on downgrade Must think that brokers/ investors still have long lunch and would have missed the news we are all hipsters sip green tea and alert AF to whats going on"  
[X Link](https://x.com/anyuser/status/1791348921027133565)  2024-05-17T06:03Z [----] followers, [----] engagements


"Dear @PeterDutton_MP all you need to do is run your whole campaign on this We have now become the outliar on the global stage of monumental proportions. Will result in jobs and investments leave simultaneously complete incompetence from labour and the virtuous @AlboMP"  
[X Link](https://x.com/anyuser/status/1806135164680184173)  2024-06-27T01:19Z [----] followers, [---] engagements


"$STO **TAKEOVER / M&A speculation** Saudi AramcoandAbu Dhabi National Oil have been separately studying potential bids Santos Bloomberg News reported.Aramco and Adnoc have been conducting preliminary evaluations of Santos as a possible acquisition target. STO mkt cap is $25b"  
[X Link](https://x.com/anyuser/status/1808637641736474793)  2024-07-03T23:03Z [----] followers, [----] engagements


"$JBH: Now threatens to disrupt and steal mkt share from $HVN JBH has acquired 75% of e&s premium kitchen bathroom and laundry retailer for $47.8m implying a pre-AASB [--] EBITDA multiple of 9.1x. logical move to add value through its purchasing power & cut deals with landlords $JBH: JB youve done it again **BEAT + Special Div** *Net income $438.8m est $421.8m (Consensus) *Sales $9.59Bln vs est $9.52Bln *Ebit $647.2m vs est $626.4m *Final Div $1.03 cps *Special Div $0.80cps *Jul Trading update JB Hi-Fi SSSg +5.2% Good Guys L4L sales +2.7% $JBH: JB youve done it again **BEAT + Special Div** *Net"  
[X Link](https://x.com/anyuser/status/1822779551073910939)  2024-08-11T23:38Z [----] followers, [----] engagements


"$DMP FY24 result is inline with recently lowered expectations but the trading update & FY25 guidance is disappointing (implies 10% downgrade risk). Measures to improve the balance sheet have seen leverage reduce considerably. Alas I expect the shares to trade lower today"  
[X Link](https://x.com/anyuser/status/1826039060844232809)  2024-08-20T23:30Z [----] followers, [---] engagements


"@ianmSC Whats the saying again. the true definition of insanity is continuing to pursue the same Soloutions hoping for a different result. 🤦🏻♂ hope is not a strategy"  
[X Link](https://x.com/anyuser/status/1479257102807826432)  2022-01-07T01:02Z [----] followers, [--] engagements


"1/3- $NHC: Coal prices continue to surprise driving further Earnings Per Share/ valuation upgrades. Consensus Base-case valuation/ price target is $5.50ps (up from $4.69ps) with the Bull case $6.50cps"  
[X Link](https://x.com/anyuser/status/1570593830638092288)  2022-09-16T02:02Z [----] followers, [--] engagements


"$WHC- Sent this out to clients earlier. often ppl forget what a period of record high spot prices means on a FY basis. #facts"  
[X Link](https://x.com/anyuser/status/1582949822398537728)  2022-10-20T04:20Z [----] followers, [--] engagements


"$WHC- since the 17th of Aug there has been only [--] trading days volume of stock traded was $100m. thats 11weeks of $100m+ daily volume. Including todays monster $470m traded 9th largest stock today by value traded"  
[X Link](https://x.com/anyuser/status/1582969809758670849)  2022-10-20T05:39Z [----] followers, [--] engagements


"$MPL/ does anyone else find it absolutely mind boggling that our countries largest insurance company HAD NO CYBER THREAT INSURANCE POLICY DESPITE BEING TRUSTED WHICH THE MOST SENSITIVE DATA 🤦🏻♂"  
[X Link](https://x.com/anyuser/status/1585148413795921920)  2022-10-26T05:56Z [----] followers, [--] engagements


"$ACL Another day another cyber hack Australian Clinical Labs disclosed a cyber incident related to 240k Medlab Pathology patients their pathology results Medicare numbers and credit card details-details made available on the dark web"  
[X Link](https://x.com/anyuser/status/1585392569701134337)  2022-10-26T22:06Z [----] followers, [--] engagements


"$WHC after only initiating [--] days ago with a neutral rating UBS have upgraded to BUY P.T looks unders still. baby steps boys baby steps #coal #Coaltwitter #blackgold"  
[X Link](https://x.com/anyuser/status/1585424044395966464)  2022-10-27T00:12Z [----] followers, [--] engagements


"$WHC #Blackgold #coaltwitter"  
[X Link](https://x.com/anyuser/status/1585446325687943168)  2022-10-27T01:40Z [----] followers, [--] engagements


"$WHC wowsers Raises so many fundamental concerns that Im going to buy more tomorrow. [--] substance [--] insight or strategy therefore no value add. its like playing roulette apparently. almost reads like sour grapes that they missed buyback ticket 🎫 instead UBS got that 🤔"  
[X Link](https://x.com/anyuser/status/1585526018931949570)  2022-10-27T06:57Z [----] followers, [--] engagements


"$STA Strandline have declared first commercial production. Trucking of the material to port will commence next week and first shipment will be made next month. Each shipment will be worth about $10m at spot prices. **BOOM**"  
[X Link](https://x.com/anyuser/status/1593364216416997376)  2022-11-17T22:03Z [----] followers, [--] engagements


"All of there buyers/ customers want as much supply as they can get their hands on as restocking occurring as we are on the cusp on European winter"  
[X Link](https://x.com/anyuser/status/1595926174831869954)  2022-11-24T23:43Z [----] followers, [--] engagements


"$EML set to remain in the doghouse FY23 guide broadly missed consensus + 1Q23 trading was difficult with rev -5% below pcp. A new strategy was unveiled which broadly looks focused on strengthening risk controls driving cost outs and improving integration and cross-sell Pass"  
[X Link](https://x.com/anyuser/status/1595935174294130688)  2022-11-25T00:19Z [----] followers, [--] engagements


"$WHC Mgmt are hosting a Monster group of funds brokers journalists ect over the next 2days for a site visit. Invite only event. This would have been a pipe dream only 2yrs ago to have this amount of interest in a coal company #blackgold"  
[X Link](https://x.com/anyuser/status/1599639693628694528)  2022-12-05T05:39Z [----] followers, [--] engagements


"2/2 $WHC We share the enthusiasm of the WHC marketing team with their bullish view for high CV thermal coal; market tightness looks likely to persist nearer term. Further to go with operations improving. #BlackGold"  
[X Link](https://x.com/anyuser/status/1603504999719645185)  2022-12-15T21:39Z [----] followers, [----] engagements


"1/2- SMR $BCB $CRN flagging some very wet weather across Central QLD the last few daysIn order of increasing severity Blackwater Emerald Moranbah and Mackay have all received between 80-270mm over the last [--] days (today included). These totals are between 35-70% abve Jan avg"  
[X Link](https://x.com/anyuser/status/1614807918435794945)  2023-01-16T02:13Z [----] followers, [----] engagements


"$SMR has the best inventory position to manage sales disruption; $CRN was already struggling for volume prior to this event $BCB- While strongly net cash post raise BCB as a small producer is vulnerable from a cashflow timing/ impact perspective #METCOAL"  
[X Link](https://x.com/anyuser/status/1614809063262670850)  2023-01-16T02:17Z [----] followers, [---] engagements


"NZ PM has stepped down good riddens. Dan Andrews Albo you watching"  
[X Link](https://x.com/anyuser/status/1615864046682796033)  2023-01-19T00:09Z [----] followers, [----] engagements


"@1116sen Gees Phillips is stiff missed 1.5yrs with glandular fever not sure if you watch the game against Collingwood (the benchmark) was a breakout game thilthorp isnt playing regularly and is number [--] Same as McDonald the only one you have nailed is Gulden"  
[X Link](https://x.com/anyuser/status/1663374696069615617)  2023-05-30T02:40Z [----] followers, [----] engagements


"$WHC (1/3) reports tomorrow let focus on Dividend-The AFR overnight confirmed that Yancoal has exited the BHP sale process. I understand Peabody is also out and that CRN is effectively out (for Blackwater). WHC remains in the box seat to bid for/ win the assets as a package"  
[X Link](https://x.com/anyuser/status/1694155515390300208)  2023-08-23T01:12Z [----] followers, [----] engagements


"$NXT has announced another large (25MW) contract win. This sees contracted utilisation increase by 21% to 145MW (compared to their April [--] update).Today news combined with NXT major contract win earlier this CY underpins earnings growth for many years to come TIER [--] biz"  
[X Link](https://x.com/anyuser/status/1694166981354913836)  2023-08-23T01:57Z [----] followers, [---] engagements


"$WHC reminder- Narrabri underground stage [--] extension faces 2nd activist challenge in the Fed Court in Sep-23 having spoken to Mgmt recently they remain confident in its progress and it wont be an issue"  
[X Link](https://x.com/anyuser/status/1701099994215014607)  2023-09-11T05:06Z [----] followers, [----] engagements


"@FootyonNine Gutter journalism from Caro the no.1 oxygen thief in the game time for her to sail off into the sunset and retire"  
[X Link](https://x.com/anyuser/status/1701211420720079068)  2023-09-11T12:29Z [----] followers, [----] engagements


"$RMD: Resmed ADRs (-2.4% vs ASX close yday) under the pump again post the co speaking at the MS healthcare conference. Resmed mgmt tried to suggest they see minimal impact on patient volumes from the emergence of GLP-1 drugs but clearly mkt didnt agree"  
[X Link](https://x.com/anyuser/status/1701766210432729212)  2023-09-13T01:14Z [----] followers, [----] engagements


"$RMD (1/2) legacy diabetes & sleep apnea stocks bounced o/n with Resmed ADRs (+2% vs ASX close) Dexcom (+3%) Insulet (+3%) amid an upbeat note on Resmed from GS in which the broker said it expects improvements in diagnosis rates to mitigate impact of the GLP-1 weight-loss drugs"  
[X Link](https://x.com/anyuser/status/1706823672844165563)  2023-09-27T00:10Z [----] followers, [----] engagements


"Stocks that created NEW LOWS: All Time Lows CLW COF PAN SGR [--] Year Lows PNR [--] Year Lows AWC [--] Year Lows IRE [--] Year Lows HAS BGA [--] Year Lows OBL [---] Year Lows CHC HFR WAF [--] Year Lows CHN ELD HPI BRN OMH [---] Year Lows GLN [---] Year Lows CSL CXO SYA"  
[X Link](https://x.com/anyuser/status/1706928307407835557)  2023-09-27T07:06Z [----] followers, [----] engagements


"200 followers away from cracking the [----] followers milestone thank you for the support- it definitely fuels my appetite/ desire to post more often🙏🏻"  
[X Link](https://x.com/anyuser/status/1706932979283689803)  2023-09-27T07:25Z [----] followers, [----] engagements


"$RMD: Resmed ADRs (+3.8% / +1.8% vs ASX close) solid gains for a 2nd session in a row following upbeat reports on this beaten up cohort from GS and BofA in the prior session and an article on Bloomberg titled Weight-Loss Drugs Pose Risks for People Over [--] Experts Say"  
[X Link](https://x.com/anyuser/status/1707188333519187995)  2023-09-28T00:19Z [----] followers, [----] engagements


"$RIO (1/2): Rio Tinto is sensing less push than before from the investment community to reach decarbonization goals the companys chairman Dominic Barton said Oct. [--]. Market participants are increasingly looking at the cost of the energy transition Barton said"  
[X Link](https://x.com/anyuser/status/1711197323873882163)  2023-10-09T01:50Z [----] followers, [----] engagements


"$MIN: MINs three-day investor tour reinforced that no other large-cap company/stock is quite as agile and with as much growth over the coming few years. While growth can be good investors want to see cash generation which Onslow should deliver Very impressive Mgmt team"  
[X Link](https://x.com/anyuser/status/1711567199629169109)  2023-10-10T02:19Z [----] followers, [----] engagements


"$AZS / $LRT- LRT Lowell resources fund . trading at a 10% disc to NPV of $ [----] (pre the takeover news on AZS). 20%of their FUM/ assetsare in AZS BIG Winners from this takeover Last trade @ $1.35"  
[X Link](https://x.com/anyuser/status/1717327203971764401)  2023-10-25T23:48Z [----] followers, [----] engagements


"$RMD: RMD- Weaker today as FDA approves LLY's obesity drug; widely anticipated and unlikely to material impact RMD's TAM With RMD trading on 17.7x fwd PE c45% below its long-term average more than captures the potential impact of obesity drugs"  
[X Link](https://x.com/anyuser/status/1722452323333808421)  2023-11-09T03:13Z [----] followers, [----] engagements


"$PDN / $CCJ PDN typically tracks Cameco very close expect catch up to take place next day or two given divergence/ underperformance recently PDN is the biggest and most liquid pure play name on ASX but expect sector to push higher again #nuclear #uranium"  
[X Link](https://x.com/anyuser/status/1724553947799789581)  2023-11-14T22:24Z [----] followers, [---] engagements


"$PPS quietly including one line in AGM pack of a HUGE -20% EBITDA dgrade is staggering cant say Im overly surprised however"  
[X Link](https://x.com/anyuser/status/1727128626850824256)  2023-11-22T00:55Z [----] followers, [----] engagements


"$NAM: Another Aussie listed agfood small cap gone/ acquired- Namoi Cotton (NAM) - 44% premium to $70m MCap M&A will continue as there are MANY undervalued/ mispriced business on the asx"  
[X Link](https://x.com/anyuser/status/1729270695493062826)  2023-11-27T22:47Z [----] followers, [----] engagements


"Have been told that realestate agents on the Mornington Peninsula have stopped taking new listings for summer. Trying to soften the blow (hold back stock from mkt)rather delaying the inevitable I think. I reckon we could be about to see a bloodbath in property as buyers drying up"  
[X Link](https://x.com/anyuser/status/1729288291755905174)  2023-11-27T23:57Z [----] followers, [----] engagements


"Properties for sale down morning peninsula outlined below- note red dots highlight listings that have had price guide slashed/ reduced Buyers have withdrawing at rapid rate Have been told that realestate agents on the Mornington Peninsula have stopped taking new listings for summer. Trying to soften the blow (hold back stock from mkt)rather delaying the inevitable I think. I reckon we could be about to see a bloodbath in property as buyers drying up Have been told that realestate agents on the Mornington Peninsula have stopped taking new listings for summer. Trying to soften the blow (hold"  
[X Link](https://x.com/anyuser/status/1729291365157314988)  2023-11-28T00:09Z [----] followers, [----] engagements


"@PBDsPodcast @sostalksmoney @VincentOshana @patrickbetdavid I admire you a lot at this point surely you have to realise Adam is slowly destroying your brand and driving rationale ppl away he should join the view"  
[X Link](https://x.com/anyuser/status/1760088530662178917)  2024-02-20T23:46Z [----] followers, 13.2K engagements


"$CSR: Saint-Gobain has approached the Board of CSR with a non-binding indicative offer to acquire all share capital at A$9 per share in cash.Board of CSR has announced that it has unanimously resolved to pursue the offer at an agreed price of A$9.00 🤯"  
[X Link](https://x.com/anyuser/status/1760228267079184809)  2024-02-21T09:01Z [----] followers, [----] engagements


"$UNI 1H24 NPAT was $20.7 million was 9% ahead of VA Consensus Retail/ consumer disc killing it What recession"  
[X Link](https://x.com/anyuser/status/1760438915067244719)  2024-02-21T22:58Z [----] followers, [---] engagements


"Half of Perth CBD in blackout the new norm Im Aus thanks to the incompetence off our politicans the grid is at risk everywhere due to shocking policy decisions its embarrassing for a developed western country to have to deal with this"  
[X Link](https://x.com/anyuser/status/1765888172620411041)  2024-03-07T23:52Z [----] followers, [---] engagements


"A soldier doesn't fight because he hates what is in front of him he fights because he loves what he left behind. G.K. Chesterton Lest We Forget"  
[X Link](https://x.com/anyuser/status/1783332823497343244)  2024-04-25T03:10Z [----] followers, [---] engagements


"$TUA: Simba (TUA) has launched its 10Gbps broadband offering at S$30/mth. Pricing points for 10Gbps from competitors are more than double TUAs price. This in many months ahead of the mkts expectation stock is cum upgrade"  
[X Link](https://x.com/anyuser/status/1783679233740464346)  2024-04-26T02:07Z [----] followers, [---] engagements


"$ABY: (1/2):Adore Beauty's Q3 trading update is encouraging. Rev growth accelerated (8.9% for 3Q24) ahead of consensus expectations (7-8%). Customer metrics suggest better customer loyalty and brand equity. This sets the company up for lower marketing spend as a % of sales"  
[X Link](https://x.com/pup_st/status/1784803405841695161)  2024-04-29T04:34Z [----] followers, [---] engagements


"$SIG Sigma Healthcare to Replace Boral on S&P/ASX [---] From May [--] given its takeover by $BLD the asx rapidly demolishing- companies being acquired but not replaced via new primary issues aka IPOs will become like the NZX eventually if nothing changes"  
[X Link](https://x.com/anyuser/status/1785934463878451301)  2024-05-02T07:28Z [----] followers, [----] engagements


"$WES new all time highs $WOW Multi yr lows go woke go broke The Banducci effect"  
[X Link](https://x.com/anyuser/status/1786266186290024943)  2024-05-03T05:27Z [----] followers, [----] engagements


"Day [--] MQG Conference (so far) $SGM downgrade vs H1 🙅🏻♂ $PXA reaffirms guidence ✔ $AGL Upgrade- Boosts FY Underlying Ebitda Forecast Beats Con $MPL downgrade $NST maintains FY growth targets $CWY maintains guidance $CTD not out yet STRONG CHANCE THESE GUYS D/g numbers. 👀"  
[X Link](https://x.com/anyuser/status/1787617296346964251)  2024-05-06T22:55Z [----] followers, [----] engagements


"$SXE just caught up with Mgmta lot of growth opportunities ahead both organically and in-organic. Having recently upgraded earnings + $500m tender pipeline the biz trading on a undemanding EV/EBITDA multiple of 6.5x FY25. Exposure to Data centre expansion & electrification"  
[X Link](https://x.com/anyuser/status/1788095018999353629)  2024-05-08T06:34Z [----] followers, [----] engagements


"$BBN Baby Bunting has delivered a materially weaker than expected trading update. FY24 NPAT guidance of $2- $4m is -64% to -82% Consensus of $11.1m read that again folks Retail is farked besides LUXURY retail specifically $CTT"  
[X Link](https://x.com/anyuser/status/1788359435943039356)  2024-05-09T00:04Z [----] followers, 12.4K engagements


"$BBN: Home Co $HMC acquires 10.3% of Baby Bunting. Would you look at that.🧐 $BBN Baby Bunting has delivered a materially weaker than expected trading update. FY24 NPAT guidance of $2- $4m is -64% to -82% Consensus of $11.1m read that again folks Retail is farked besides LUXURY retail specifically $CTT $BBN Baby Bunting has delivered a materially weaker than expected trading update. FY24 NPAT guidance of $2- $4m is -64% to -82% Consensus of $11.1m read that again folks Retail is farked besides LUXURY retail specifically $CTT"  
[X Link](https://x.com/anyuser/status/1788873365698322764)  2024-05-10T10:07Z [----] followers, [----] engagements


"$CKF (1/3): Collins Food Carlyles move to buy out KFC Holdings Japan for 130bn Yen (US$835bn) provides an interesting valuation read-through for other QSR companies and CKF. It effectively values the Japanese business at 30x PE from what i can see (FY23 NPAT)"  
[X Link](https://x.com/anyuser/status/1793879096679924207)  2024-05-24T05:37Z [----] followers, [----] engagements


"$NVX kicking the can down the road until the raise money next week. Todays announcement is comedic genius from their lawyers 😎"  
[X Link](https://x.com/anyuser/status/1798875779906043986)  2024-06-07T00:33Z [----] followers, [---] engagements


"$13m mkt cap company how/ where do I apply to join 🤯"  
[X Link](https://x.com/anyuser/status/1803295031358529765)  2024-06-19T05:13Z [----] followers, 13.3K engagements


"$CCX: City Chic- currently trying to raise emergency capital however hidden inside the plus size cap raise docs is a -32% drop in Aus rev to $97m this yr & a -30% drop in Americas rev to $90m. 👀 https://www.afr.com/companies/retail/city-chic-sales-smashed-by-30pc-capital-raise-documents-show-20240619-p5jn5f https://www.afr.com/companies/retail/city-chic-sales-smashed-by-30pc-capital-raise-documents-show-20240619-p5jn5f"  
[X Link](https://x.com/anyuser/status/1803436258477371868)  2024-06-19T14:34Z [----] followers, [---] engagements


"$CTT Cettire (CTT) huge downgrade Consensus EBITDA of $45m Ebitda vs guidance of $34m #HAWKTUAH"  
[X Link](https://x.com/anyuser/status/1805013519013949869)  2024-06-23T23:02Z [----] followers, [----] engagements


"$CTT is no longer profitable adjusted EBITDA for Q4 based on new guidance is -0.1m to 2.9m. vs Cons implied of $12m. Coincidentally they changed their returns policy to change a flat fee instead of withholding taxes and duties on returns at the end of Q1. #HawkTuah $CTT Cettire (CTT) huge downgrade Consensus EBITDA of $45m Ebitda vs guidance of $34m #HAWKTUAH $CTT Cettire (CTT) huge downgrade Consensus EBITDA of $45m Ebitda vs guidance of $34m #HAWKTUAH"  
[X Link](https://x.com/anyuser/status/1805020124543680583)  2024-06-23T23:28Z [----] followers, [----] engagements


"$DRO continues to rip mkt cap is now $1.3bln For a company that is producing $100m rev. trading on 50x PE & EV/ EBITDA of 40x. What am I missing"  
[X Link](https://x.com/anyuser/status/1808309907231592457)  2024-07-03T01:20Z [----] followers, [----] engagements


"$UNI A strong update better than expected FY24 & early FY25 trading with strong margins a highlight. Mgmt attributed positive results to enhanced execution. Sales in the first [--] weeks of FY25 are up +15% (ex CTC) vs consensus 1H25 expectations of +11.8%. $STP & $UNI o/p sector"  
[X Link](https://x.com/anyuser/status/1814116109966332366)  2024-07-19T01:52Z [----] followers, [----] engagements


"$CTD: The market will not like this result. FY24 rev and EBITDA both came in WELL BELOW the bottom end of guidance which was last provided at the company's 1H24 results in Feb-24. FY25 guidance also appears to be a c.13% downgrade vs VA consensus expectations Yikes"  
[X Link](https://x.com/anyuser/status/1826030866281410788)  2024-08-20T22:57Z [----] followers, [----] engagements


"$GYG **Guac Me- Green Gold** GYG Has a bigger mkt cap then DMP & CKF combined Let that sink in report tomorrow. Destined for double index inclusion into ASX300 & [---] at this rate How bonkers is that Aussie meme stock"  
[X Link](https://x.com/anyuser/status/1827985777751630059)  2024-08-26T08:25Z [----] followers, [----] engagements


"$CTT (1/2) Broadly negative- based on released accounts (preliminary aunaudited) it would appear 4Q24 was only marginally profitable ($100k on $197million of rev) Early FY25 trading appears soft as compared to consensus but remains "adjusted EBITDA positive" 🫣🤔🤥"  
[X Link](https://x.com/anyuser/status/1828963090291163514)  2024-08-29T01:09Z [----] followers, [----] engagements


"@RonShamgar $GQG could also be impacted depending on if they still own temu in their global portfolios"  
[X Link](https://x.com/pup_st/status/1886214961988518291)  2025-02-03T00:47Z [----] followers, [---] engagements

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