@boy1_HC Check out TAM has same market cap and 1.5moz 50/50 JV w MGX on Tanami
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Longarmlopez
2.8K posts
Longarmlopez
@longarmlopez
Sydney - single dad two daughters💯 hybrid ASX investing / trading FA+TA 🙋♂️ also own branding biz IG Creative Order + accomodation https://t.co/YFloPLqka2
Katılım Ekim 2021
532 Takip Edilen251 Takipçiler
This should calm the farm for our fuel. Malaysia getting ships thru theguardian.com/world/2026/mar…
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@HDCCreative Nice. Yeh this oil shock going to kick them along nicely
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@longarmlopez Yeah, they'll need to show operational improvements since IPO to move the needle. Saw a whole bunch of newly hired staff there recently. Hence flying under the radar ATM.
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Flying under the radar $JNS converting #diesel trucks to #battery #electric here in #Australia & exporting their technology to the #USA proactiveinvestors.com.au/companies/news…
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Longarmlopez retweetledi
@WeebitNano opened below the placement price today, which means the institutions that participated are already sitting in the red.
Even so, the company successfully completed a fully underwritten A$80M placement, plus a A$7M Israeli placement, taking total proceeds to A$87M.
The company also has a non-underwritten Share Purchase Plan (SPP) open, targeting up to a further A$15 million from eligible retail shareholders in Australia and New Zealand.
If the SPP fully subscribes, total proceeds could reach approximately A$102 million.
Weebit is allocating A$25M to the most near-term relevant area, expanding its research, development, and engineering teams, building more automation tools, and scaling customer support.
Congrats Coby Hanoch, on a successful placement - big things headed for WBT over 2026
Here is our full analysis: stocksdownunder.com/weebit-nano-4/
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@toy59496 My understanding it is a far superior scan - anyways time will tell - plenty of $2-3M line buys going thru today. Not selling my 70c parcel
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There really is a possibility of that... And any valuation simply looks at what's in the current pipeline and that has limits for a technology that may potentially be exploding.
But really the technology is unverified at the moment, and institutions tend not to pay for things that don't add value.
Having said that, and looking beyond the pros and cons of the valuation, if I'm a radiologist sitting there looking at my CT scan I'm probably wouldn't mind having the additive value of information that just comes for free, apart from the cost, with an existing scan.
But that's behavioural finance and not a harsh look at the numbers.
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$4DX.AX : Short Candidate
x.com/toy59496/statu…
I am not alone thinking this is a candidate for a short, look at that spike!!
Robin Dods@toy59496
$4DX.AX : Analysis & Valuation x.com/toy59496/statu… I've reviewed this company as I was concerned I got it wrong 6 months ago. Looking at it now I did get it wrong, and I didn't... I misunderstood that it is not intended as a substitute for a CTPA or VQ scan but rather additional interpretation from the millions of CT scans that are done every year in any event. It is the first to market with this technology, which is an advantage. On the other hand I was rightly cynical about the technology in that clinical validation is based on just 16 patients. I view it as grossly overvalued at the moment. But remember I was wrong 6 months ago... Briefly 1. $3.5B market cap on $5.85M revenue. ~600x P/S. 2. The 27x surge from $0.24 to $6.50 due to Philips distribution deal (US10M minimum), and 6 elite US hospitals in 7 months -Stanford, Cleveland Clinic, UCSD, Miami, UChicago, and now Mayo Clinic. 3. The valuation is extreme by any standard: a) Trades at 12x the multiple of Pro Medicus, the most expensive medical imaging SaaS on earth, b) 38% above Bell Potter's A$4.50 target (who ran the $150M capital raise - conflicted) - 150% above Jefferies' $2.50 target, c) Ord Minnett independently downgraded to SELL in Feb 2026 4. Key risks the market is ignoring: a) Reimbursement runs on a temporary Category III CPT code (5yr lifespan), b) Mayo deployment is a 90-day trial, explicitly "not financially material", c) Clinical validation based on just 16 patients, no large independent outcome studies, d) H1 FY26 revenue just $2.9M while net loss widened to $154M, e) FDA 510(k) pathway is "substantial equivalence" - not rigorous efficacy proof. 5. The technology is legitimate. FDA cleared, Medicare reimbursed, adopted by America's best hospitals. The addressable market (1M+ VQ scans/year, US$1.1B) is real. But at ~600x trailing revenue and ~86x FY27 consensus, the stock prices in near-flawless execution for years. 6. Analyst fair value range: A$2.50-$4.50. Current price: A6.23. Not financial advice. DYOR.
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@tommyr345 Superior to other scan tech - Mayo should bring a raft of other new hospitals - not too mention EU now
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4D Medical raises $83m at $5.90 per share amid strong insto interest at ~$3.4b valuation, stock hit $7 today, pointed out its tech was supposed to be strong back in 2022/23 thenightly.com.au/business/4dmed…
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@etienne1205 @Dimitrios_1963 This is the start of the business
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@Supratrade1 APE might also be good trade think they have BYD distribution
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@nzwaika @zoecabina Of course it is! See levelling Gaza, settlers and recent move into Lebanon now. There’s even a map
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@zoecabina But what about what he said?
Is Greater Israel a thing?
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Sonny’s pea brain needs to be studied. He got hit in the head so many times he converted to Islam.
He is a typical meathead who was getting blowies off chicks in the Clovelly Hotel a few years ago (good for him)
Now he’s all preachy, thinks he’s a paragon of morality because he makes his wife wear a headscarf and rubs his head on a carpet a few times a day
Tragic
Sonny Bill Williams@SonnyBWilliams
When you understand what "Greater Israel" means you’ll understand what’s happening in the world right now. Praying for the people of Iran, Lebanon & Palestine.
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Investing in hindsight is easy.
Looking back at today years later, you’ll say “easy, buy shares during a crisis”
So these are the moments when conviction matters. When nobody is sure
and everyone is scared.
The markets always recover and wealth is a product of CONSISTENCY.
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@longarmlopez EV uptake is a small aspect of a broad economy & has been occurring globally.
Focusing on a small aspect of an economy does not paint the whole picture. The industries that generate GDP are still dependant on fossil fuels.
China won't win because of more EVs.
What fuels AI?
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Restrict China from cheap oil.
Acquire cheap oil.
Two birds one stone, millions of munitions.
If you still believe in regime change - I have a bridge to sell you.
GIF
Bollinger Banter@BollingerBanter
Let's not be naive. 5 day pause just to say negotiations didn't work out. Trump needs to save face without an ego death. The Iranians want to position themselves for no reoccurrence. Israel wants complete destruction, not just of regime. Continue.
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@BollingerBanter It was already occurring. The event to make it expand beyond the trickle uptake it was. Look at how many EV sales have from the is past fortnight alone. According to Orangecunt none. Yet their fuel prices up 50%
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@longarmlopez My opinion is thats an oversimplification.
To enact what you described to the scale of benefit you expect takes massive a transition period. Dependant still on fossil fuels.
You mention those countries free passage... what exactly is the US' dependance on the straight?
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@BollingerBanter There is a theory this is all to hurt China. But they’ll be benefiting revenue wise as the whole world buys up EVs and the PV they’ll clean up there too. Think Chinese crude ships being allowed transit the straight, Indian too
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@longarmlopez Ok, sure — in that light China’s domestic transport might get hit less than elsewhere, but I wouldn’t say they’re benefitting.
Their economy still runs heavily on traditional fuels, and BYD’s exports alone won’t soften the blow.
Nuclear’s a different story 👍🏼
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Billionaire puppet. Tbf they all are to some extent
Aaron Smith@aaronsmith
Pauline Hanson’s failure to declare 5 trips on Gina Rinehart’s jet, including to Mar-a-Lago, are troubling on their own. But now Gina is a major player in Australian gas, and Hanson last week voted against a 25% tax on gas exports, Australians should be sceptical.
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@BollingerBanter I’m mostly talking about majority of personal cars. Freeing up diesel. Have a look who is biggest EV exporter. BYD. And look at the surge in ev sales the past month. I believe Japan and US just signalled grid power. Signing massive Nuclear investment agreement between the two
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@longarmlopez So we can just jump to a purely electric grid now?
AI and the grid will be powered from electric alone from here?
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