HP Equities

Australia remains a standout in terms of core or underlying inflation.

@bowtiedstocks Most default super options have 30% allocation to Aus (i.e. overweight). If you already have individual Aus shares, how much more exposure do you want? And agree the investment case doesn’t stack up vs. international. Only have to look at CBA trading on 30x (10% of ASX200).

I’m reading of lots of people that are allocating 100% of their superannuation just to international equities The question today is - does Australia still stack up as an investment destination ? Look at some of these recent tax, economic and social policies this govt has introduced It’s hard to attract capital if you’re the ugly duckling that offers nothing in the way of returns A strong bent to international equities exposure would appear prudent, setting aside the extremely stretched valuation of the US market currently

My super is 100% international equities for a reason afr.com/companies/fina…

@eadatt Need nuclear

Sounds like we need more coal gen

@BobBurn97207272 She should be paid a graduate salary commensurate with her experience. No one actually voted for her. She benefited from the way above the line Senate voting works.

Charlotte Walker received just 1,038 personal first-preference votes at the 2025 federal election. She is now being paid a taxpayer-funded base salary of $239,270 a year as a federal senator. Walker was placed third on Labor’s South Australian Senate ticket. Labor received 428,153 above-the-line votes, allowing its ticket preferences to carry her into Parliament despite only 0.09 per cent of South Australian voters personally selecting her as their first-preference candidate. She entered Parliament at 21 after working for the Australian Services Union, serving as president of South Australian Young Labor and producing social-media content promoting Labor policies, including videos involving makeup, Minecraft and street interviews with other young Labor members. Australians are entitled to ask what experience, expertise and record of achievement justify paying Charlotte Walker nearly a quarter of a million dollars every year, before parliamentary expenses, travel and retirement benefits, to participate in decisions affecting the entire country. A Senate position is one of the most powerful and secure political jobs in Australia. Walker received a six-year term through Labor’s ticket system, meaning taxpayers could pay her more than $1.4 million in base salary alone across that term at the current rate. The question is straightforward: what exactly are Australians receiving for $239,270 a year beyond Labor talking points, carefully produced TikTok videos and another party operative occupying a guaranteed Senate seat?

@AlchemyofFinan1 Why would they want it?

@hp_equities Perfect asset for Whitehaven $WHC.AX

Narrabri has to be toast now with the proposed East Coast domestic gas reservation scheme. Could $STO.AX use it to backfill GLNG? Otherwise surely it is divested.

@mondyinvest Should just rebrand themselves as private credit. Same sort of risk profile and you can convert your bad debts to equity when it goes tits up!

Pretty bearish take on $JDO $JDO.AX regarding loan exposures and DD processes. I liked the idea of what they were trying to achieve, but it is sounding more like their relationship #banking model is what the bears said: an expensive way to write business the big four didn’t want.

What is the catalyst for $CVN.AX until the drilling campaign is completed in 2027? Sounds like they are targeting gas prospects to assess whether a gas export facility could be viable. That would be Phase 2 of Dorado, but Phase 2 will inform the construction of Phase 1?

@StarDestr0yer Still listing at some pretty dicey valuations from what I've seen.

#ASXIPO Correct numbers for IPO's and total raised. $TET.AX off to a great start (up 25%) considering it is the first one led solely by Powerhouse ($PVL.AX) and $FDC.AX (up 12%) did well on listing today. Looks like $SCX.AX an AI IPO could be hot!

People thought Betfair would replace corporate bookmakers in Australia when it first launched. Reality is that it has struggled to take share and has always only ever captured a 'sophisticated crowd'.

$FLTR share price is on the path back. Prediction markets are just 'glorified Betfair' in my eyes. Betfair has been illegal in the US for quite some time so this is a new concept for them and easy to get caught up in the hype.

An absolute disgrace. These are the people Jack Henderson and his ilk have exploited to build a property empire around.

@Convictcapital Had some terrible picks outside of CTD as well - CSL, Wisetech to name a few.

@hp_equities Believe 5Y is -4%–5% now. Anyone know how they tanked that hard?

Bennelong Funds Management (parent of BAEP) now up for sale. How can anyone buy this with below redemptions and recent performance? I’d suggest that $CTD.AX also has not been marked down properly by them given it is now trading at $0.50 off-market. afr.com/street-talk/be…

@I_am_Lake_Macq ASX300

@hp_equities What’s the benchmark they use ?? We could have a Fintwit team run it

@JohnStensholt Wow huge

@AvidCommentator Why did we allow this to happen to our housing market for so long? Investors weren’t bringing on new supply either - just 1/5th of investment properties were new builds. They fuelled the ponzi.

'Australian Investor Mortgage Demand Collapses' "New investor loans down as much as 50%" burnouteconomics.com/p/australian-i…

@AlchemyofFinan1 Hermosa won’t be fully ramped until FY31. Long time to wait.

$COL.AX planning to become a conglomerate again? afr.com/street-talk/go…