Joe Durak

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Joe Durak

Joe Durak

@DurakJoe

Micro and small-cap investor, broker and advisor. Director and Founder of Lynx Advisors.

Sydney, New South Wales Katılım Ağustos 2017
2K Takip Edilen2.3K Takipçiler
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Bhavdip Sanghavi
Bhavdip Sanghavi@bhavdip143·
I’m in India right now visiting my mum 🇮🇳 And every damn time I come back here, one thing becomes clearer than ever: Australia 🇦🇺 is a fucking gift. To all the people living in Australia who constantly whinge, abuse the system, disrespect the country, trash the values, and still enjoy every benefit it gives you .... get some perspective or shut the fuck up. Australia gives you: • Safety • Clean air & water • Rule of law • Freedom to build wealth • Dignity • Opportunity without discrimination And yet some people wake up every day in one of the best countries on earth and act entitled like it owes them more. I’m NOT saying India is bad....this is my blood, my roots, my family ❤️ Open your eyes. See how hard life actually is for billions of people. Australia didn’t have to give immigrants anything. It gave us everything. If you live here and don’t respect it, don’t stand up for it .... you don’t deserve it. Gratitude isn’t optional. Respect your country. DYOR on life.
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Lynx Advisors
Lynx Advisors@lynxadvisors·
Great news for @memphasys (ASX: $MEM), securing early TGA approval for the Felix™ system - an automated IVF lab platform that selects high-quality eggs, improving consistency & potentially IVF success rates. This accelerates MEM's commercial rollout in Australia. #HealthTech
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Joe Durak retweetledi
Bhavdip Sanghavi
Bhavdip Sanghavi@bhavdip143·
For anyone wanting a deep, thoughtful breakdown of the big picture on $MEM, this is one of the best write-ups I’ve seen: 👉 thearmchairanalyst.com/p/a-20-year-ov… It captures exactly what I’ve been saying … it’s a decades-in-the-making commercial transformation, and yesterday’s news just delivered the final keys to unlock it. TGA + CE Mark + global contracts activated + multiple regions now cleared = execution mode. When a compelling industry narrative, clinical validation, partner pull-through demand, and real commercial rollout all line up ..... that’s when big moves begin. Read that piece if you want a framework for why this is far bigger than most investors currently appreciate. In the last six weeks, $MEM has secured CE Mark and TGA approvals, unlocking multiple commercial opportunities in a ~$1.5 billion annual sperm separation market. For me? Yesterday's TGA approval and past contract activations just further confirm the thesis ... and it’s exactly the same setup that delivered huge returns in $4DX. DYOR.
Bhavdip Sanghavi@bhavdip143

$MEM just quietly delivered another knockout milestone today ...and this one matters more than most people realise. TGA APPROVAL ACHIEVED. Felix™ is now officially approved and listed on the ARTG, enabling immediate commercial sales and clinical deployment across Australia.... and it landed 2 months ahead of guidance. Why this is such a big deal: • Australia is a high-regulatory, high-credibility IVF market • Approval came early, compressing time to revenue • Clinics can now be onboarded, consoles deployed, cartridges sold right now Zoom out for a second and look at the sequence: 1️⃣ CE Mark approved → Europe + CE-recognised markets unlocked 2️⃣ Binding multi-year contracts activated (Europe + MENA) 3️⃣ Early cartridge orders placed ahead of triggers 4️⃣ Clinics trained and “switch-ready” 5️⃣ Australia approved earlier than expected This is exactly how serious medtechs scale ....regulatory, commercial and operational alignment, all landing together. Felix™ isn’t waiting on “next steps” anymore. It’s approved, deployable, contracted, and already being pulled by clinics. Australia now becomes: • A live reference market • A revenue-generating region • A credibility amplifier for global rollout And with Europe + MENA already activated, and India following under CE mutual recognition, this story is now about rollout and repeat usage... $MEM still feels very cheap relative to where it is in its lifecycle ... but more importantly, it’s now fully derisked operationally. This is what a transition from development → execution actually looks like. DYOR.

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Tony Locantro
Tony Locantro@LocantroTony·
Another Father/Son #padel tournament yesterday, with some memorable moments. (Cue Benny Hill theme song). NIKE!!
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Joe Durak retweetledi
Lynx Advisors
Lynx Advisors@lynxadvisors·
Spenda Limited (ASX: $SPX) is hosting an investor webinar TODAY at 12:30 PM following Q2 FY26 results release with an update on the company's new strategy and very positive Board changes. #ASX #SPX #InvestorWebinar #FinTech
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Joe Durak@DurakJoe·
@David_TaskerIR @memphasys Great article Dave - it totally resonates with me as I first invested in $MEM at the same time. So great to see the company delivering now!
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David Tasker
David Tasker@David_TaskerIR·
I published an article today on why @memphasys' $MEM CE Mark approval for Felix System feels genuinely different this time. I came across the company 7–8 years ago. It’s been a long, winding road since then, but with regulatory approval now secured and execution underway, I believe the company is on the cusp of realising its global potential. Read the article here 👇 techinvest.online/news/the-morni…
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Joe Durak retweetledi
David Tasker
David Tasker@David_TaskerIR·
@memphasys $MEM enters trading halt pending key regulatory milestone - a critical step in unlocking markets & accelerating commercial rollout of Felix™. Regulatory progress → market access → revenue. Announcement expected shortly. Worth watching. #ASX #Biotech #MedTech #IVF #SmallCaps
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Joe Durak
Joe Durak@DurakJoe·
@Ruycorto And same to you and your family Rui. You are such a valued member of the X Fintwit community mate 👍
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Rui@Ruycorto·
@DurakJoe My best wishes to you and your family over the holiday season.
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Rui
Rui@Ruycorto·
Which #ASX stock would you like me to analyze? I’ll pick a few and post the charts over the weekend! Like & Retweet = 100% guaranteed chart request! — make sure to rest up and recharge.🙏 🎄🧑‍🎄
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Joe Durak retweetledi
Bhavdip Sanghavi
Bhavdip Sanghavi@bhavdip143·
🔥🚀 $MEM – THIS is what real commercial traction looks like 🚀🔥 Key MENA partner ITL has placed an EARLY order for 500 Felix™ cartridges BEFORE CE Mark approval..... accelerating ahead of contractual requirements due to strong clinic-level demand. This order was NOT required yet. It was pulled forward because IVF clinics in Qatar & UAE are already switch-ready and want inventory positioned the moment regulatory clearance lands. Key takeaways: ✅ 500 cartridges ordered ahead of schedule ✅ Delivery requested ASAP → January 2026 ✅ Clinics operationally prepared to activate Felix™ immediately on CE Mark ✅ Early demand generated via Memphasys’ direct-selling model, not distributor push This is a massive validation of the go-direct commercial strategy. Memphasys’ clinical team has been embedded on the ground ... training embryologists, aligning procurement teams, forecasting cartridge utilisation, and ensuring clinics are fully ready. The result? Orders placed BEFORE approval. Even more bullish: 💥 Management now believes the minimum contracted MENA order may be exceeded 💥 Additional orders could be brought forward 💥 Demand is coming bottom-up from clinics, giving real visibility on recurring revenue This comes on top of: – Multi-year exclusive MENA agreement – India supply agreement with 200+ clinics – Advanced deals in Japan & NZ – CE Mark expected early 2026 = step-change event $MEM is no longer a “story stock”. It’s executing, contracting, and pulling forward revenue before approvals even land. One of the most undervalued medtech / biotech names on the ASX right now.... and the market hasn’t caught up yet. DYOR.
Bhavdip Sanghavi@bhavdip143

$MEM is getting very real now — execution mode ON. New contracts and expansion updates dropping almost every week. 🚨 Today’s India update confirms it again $MEM has just secured a commercial supply agreement with Andrology Center Coimbatore, one of India’s most respected IVF networks with 200+ partner clinics across 57 locations. Key details: ✅ Year 1 minimum commitment — 1,800 Felix™ cartridges (A$98,820) ✅ Year 2 locked at ≥ 50% growth — 2,700+ cartridges ✅ Dedicated India-based Felix™ commercial team being set up to aggressively drive adoption ✅ Builds on proven live births already delivered using Felix™ (first in 2023) ✅ Agreement activates on CE Mark + CDSCO approvals (expected early 2026) This follows the recent multi-year MENA partnership covering 353 IVF clinics / 140,000 annual cycles, with a binding A$325k order already secured on CE approval. $MEM is now rolling out a global Go-Direct commercial strategy across Middle East + India + Japan + NZ — locking in contracted, recurring cartridge revenue across multiple major fertility markets. This is, without question, one of the most undervalued commercial-stage medtech / biotech plays on the entire ASX right now. Execution is accelerating, not theorising — Felix™ is now moving into revenue mode. And yes — $MEM is firmly in my next-wave biotech focus alongside $IBX, $ADR, $IVX. My $4DX (6 bags heads / 50 bags options) & $ATX success is EXACTLY why I’m positioned here early. This story is just getting started. DYOR

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Joe Durak
Joe Durak@DurakJoe·
Well done to @SwiftNetworksAu (#ASX : $SW1) on this transformational milestone. This deal is a powerful validation of Swift’s R&D investment and commercial momentum, with Swift TV pre-orders now open and growing interest across the sector #ASXnews #smallcap #agecaretech
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Joe Durak
Joe Durak@DurakJoe·
@ausstockchick I’m not sure if they will be the next 10 bagger but, given time, I believe $JNS, $SPX, $VfX, $CBL, $AW1, $SW1 and all the other stocks I hold for the long term will be 10 baggers!!
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that stock chick
that stock chick@ausstockchick·
I am always searching for the next ten bagger. What stocks should be on my watch list? $ASX #investing
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