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@delbz88

ASX addicted. WA Oil & Gas worker 🚁

Perth, Western Australia Katılım Aralık 2019
161 Takip Edilen147 Takipçiler
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🤔@delbz88·
@toy59496 I’d been posting about it over the last week, I should have bought some but that’s the game, will see where it lands and reconsider
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Robin Dods
Robin Dods@toy59496·
$EOL.AX : Soft Arbitrage $17 afr.com//street-talk/n… Second bid at $17 by Oslo based private-equity owned rival Volue. Initial bid was $16.50 on 6 July 2026. I'm not a big fan of private equity wanting to kick over people's books with multiple conditions. Absolute complete dismissal by the board as opportunistic. Sensible. It's a business that has descended in price recently but that was after a significant run up. Board members with significant equity which is something I always like. Much to interest but frankly not from an arbitrage view but rather as external verification that this company may well be worth that valuation to an acquirer. I will do a proper valuation when I get a moment to see whether I agree with Volue. They do seem to be pivoting on an AI theme and are highly motivated to create value.
Robin Dods tweet mediaRobin Dods tweet mediaRobin Dods tweet mediaRobin Dods tweet media
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🤔@delbz88·
@bowenhosking Also shouldn’t they disclosed the offer on 6th July, the first one to the market?
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Bowen Hosking
Bowen Hosking@bowenhosking·
$EOL board unanimously rejects the $17/share bid, saying it does not reflect Energy One’s position as one of the worlds leading energy trading software and service suppliers. Hmmm.
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🤔@delbz88·
@ryu_tay No announcement by EOL
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AT
AT@ryu_tay·
Hopefully ATECH get some bids today 🤞 * MSFT popping 9% after results * EOL catching a 50% premium bid * So far hasn't had any bombed out results
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🤔@delbz88·
@asxpeasant EOL energy one, dropped from 10.71 to 10.28 in closing auction…
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Peasant
Peasant@asxpeasant·
Brutal tech sell off today. Hurt big on my core holding $AYA $WBT This is the risk of specs, when it’s going well they can drastically outperform benchmarks. When the blades turn, the correction is sharp.
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🤔@delbz88·
What happened to EOL today at the close 😕 $eol EnergyOne- 10.70 down to 10.28 on volume
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🤔@delbz88·
@Noicewon11 @DeepSailCapital Interesting, so why would PME get involved with them if this is the case? Surely they would do some due diligence
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Crash
Crash@Noicewon11·
@DeepSailCapital $EIQ AU. FDA decision on 510(k) overdue. Expecting negative outcome: Labelled as a diagnostic AID tool > diagnostic tool. FDA is ~220 days on clock vs ~150 average. Company. Guided 1H26 decision. Indicating FDA stalling/aruging against company goals of diagnostic tool definition.
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Deep Sail Capital
Deep Sail Capital@DeepSailCapital·
Semi Regular Thread: What is your best short idea right now? Please provide ticker and reason why. #shortidea
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🤔@delbz88·
Is $EOL EnergyOne now in the buy zone, next year it could do well..
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🤔@delbz88·
$EIQ what’s the go with this, def not followed the $4DX path after ProMedicus jumped on board
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🤔@delbz88·
@Dimitrios_1963 Needs news and not about increasing staff levels 😅
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Dimi 63
Dimi 63@Dimitrios_1963·
#CU6 Holding steady around $2.40. The key level to watch is $2.63 as a clean break above that high would mark a significant change of trend.
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🤔@delbz88·
@StoicInvestors Well done! With no prospect to mine due to the ban in WA and Labor not willing to change it currently. how does it turn into something from here I wonder
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The Stoic Investors
The Stoic Investors@StoicInvestors·
Amazing run $CXU from entry at 0.008c then sold then re-entry 1.6c now sold some gain... Overall x10 bag... Only need a couple of these a year.. More to come. #Uraniam
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🤔@delbz88·
@AvidCommentator This should be done on a support basis, anyone who supports net zero gets all the power outages and all non supporters get to keep the power on
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OGP 🇦🇺
OGP 🇦🇺@FreedmFightr1·
$7.80 for a meat pie (no sauce) at the local bakery. Any wonder the joint was dead.
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Dimi 63
Dimi 63@Dimitrios_1963·
$COV My Thoughts. The share price has fallen around 30% since the company announced the timeline extension. While disappointing, the next potential catalyst is the analytical validation phase, which is now expected to take approximately four months. Importantly, the company has not yet commenced analytical validation testing. There has been no failure or setback in the process itself. It t simply has not started. That said, the revised timeline has understandably eroded shareholder confidence, and management will need to rebuild trust through consistent execution going forward. Not to mention there is a hint of misleading statements where the timeline is involved. On a technical basis, the stock is now trading near its longer term average in the mid 30s, a zone where it has previously consolidated. This remains a high-risk, high reward biotech investment. Any material failure in the analytical validation (or subsequent regulatory steps) could significantly impact the share price, potentially rendering the equity worthless in a worst-case scenario. As always, do your own research and only invest money you can afford to lose.
The Stoic Investors@StoicInvestors

$COV 🤦‍♂ Thats the reality of this #biotech #diagnostics game The market has spoken and clearly decided it is unhappy with the delayed timeline and there is no nice way to coat it Back to the long term consoliating area at 35c The game changes over night #RiskManagement 101

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🤔@delbz88·
@BlairHi21886055 @ThrillTrades Seems like bit of a nothing burger, not worth a trading halt surely it’s publicly available information.
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Blair Hill
Blair Hill@Blair_S_Hill·
@ThrillTrades AIR Care act being proposed to US congress. 4D lung scanning technology referenced, $5M annually for leasing software.
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🤔@delbz88·
@ThrillTrades Yep have to agree it likely is not positive news
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🤔@delbz88·
$EOl energy one, if it hits $10 it’s got to be a decent buy, surely it’s higher in 5 years from now
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