Rudi Filapek-Vandyck (@filapek) 's Twitter Profile
Rudi Filapek-Vandyck

@filapek

Here to share my own research & analysis, and to promote @FNArena. Expect to be challenged in your convictions, assuming you're sufficiently open-minded ;)

ID: 283392877

linkhttp://www.fnarena.com calendar_today17-04-2011 06:07:44

24,24K Tweet

8,8K Followers

626 Following

Scott Phillips (@tmfscottp) 's Twitter Profile Photo

No-one wants a lecture, but... :) If you are here to just yell your point of view, be abusive or dismissive, or to 'win a fight', you're not improving anything, because you're not changing minds. You feel better... but nothing changes. Want change? Be polite, and constructive.

CommSec (@commsec) 's Twitter Profile Photo

Australia, labour force survey (August): Employment change: -5,400 (survey: +21,000, prior: +24,500) Unemployment rate: 4.2% (survey: 4.2%, prior: 4.2%) FT jobs: -40,900 PT jobs: +35,500 Participation rate: 66.8% (survey: 67.0, prior: 67.0%) #ausecon

Scott Phillips (@tmfscottp) 's Twitter Profile Photo

Why am I so critical of Trump? Because, call me Pollyanna, but I reckon actions that weaken democratic institutions are cancerous to that democracy. Because principles matter and even if all pollies are on that slippery slope, Trump is the clearest example of their abandonment.

CommSec (@commsec) 's Twitter Profile Photo

Good morning, the Australian sharemarket looks set to rise from a 2-week low on Friday following a solid night in the United States. According to the latest SPI futures, the ASX 200 index is expected to open 41 points or 0.5% higher this morning. #ausecon

Rudi Filapek-Vandyck (@filapek) 's Twitter Profile Photo

RBC Capital: "Infratil (IFT) hosted an annual investor day in Sydney, and projected confidence as it articulated the plan to replicate past success (+18% pa over 30 years). "Strong presentations from CDC and OneNZ impressed, while Longroad and Gurin offered insights into the

Dad Jokes (@dadsaysjokes) 's Twitter Profile Photo

What did our parents do to kill boredom before the internet? I asked my 26 brothers and sisters and they didn't know either.

Rudi Filapek-Vandyck (@filapek) 's Twitter Profile Photo

RBC Capital: "Santos's share price fell by 12% on Thursday after the XRG takeover proposal was withdrawn. "Santos is now trading on a 2026e EV/EBITDAX multiple of only 3.5x, and we have upgraded our rating to Outperform. "We see Santos production growing by 34% in 2026 due to

Rudi Filapek-Vandyck (@filapek) 's Twitter Profile Photo

RBC Capital on Megaport $MP1: "We upgrade to Outperform based on a more favorable out-year revenue growth outlook. "Our dialog with CEO Michael Reid at RBC's Global Communications Infrastructure Conference reiterated points around AI-driven budget growth, multi-cloud demand,

Rudi Filapek-Vandyck (@filapek) 's Twitter Profile Photo

Grrrr. The bots are out and they increasingly have discovered my postings... who with his head screwed on properly ever thought somehow this adds to the attraction of this platform? How about a button to send bots elsewhere?

Rudi Filapek-Vandyck (@filapek) 's Twitter Profile Photo

RBC Capital on Amcor $AMC: "We initiate coverage on Amcor with a Sector Perform rating and A$13.60/CDI (US$9.00/share) price target, which implies 8% upside from current levels. "While we believe the stock represents reasonable long-term value as the company delivers upon the

Rudi Filapek-Vandyck (@filapek) 's Twitter Profile Photo

E&P on SiteMinder $SDR: "We have a positive recommendation and a $7.69 share price target for Siteminder "SiteMinder has released their investor day presentation ahead of the investor day this morning. Product announcements are incremental to their existing Smart Platform,

Danielle Ecuyer (@au_shareplicity) 's Twitter Profile Photo

"With a scalable model and low capital requirements per new site, $MP1 generates high incremental margins once fixed costs are covered, creating a clear path to stronger recurring earnings and free cash flow." Treasure Chest: Megaport fnarena.com/index.php/2025…

Rudi Filapek-Vandyck (@filapek) 's Twitter Profile Photo

Wilsons: "Telix's GOZELLIX has been granted transitional pass-through (TPT) status by CMS, further enabling a 2-product strategy in the US PET/CT market. "We see three opportunities: a) market share gains; b) franchise ASP optimisation; and c) gross margin expansion for the