Lachlan Buur-Jensen @lachlanbjensen
Joined April 2020-
Tweets384
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Followers2K
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Following454
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It's somewhat ironic that the inquiry, relentless in its critique of star's slow progress, decided to take the long weekend $SGR
Trying to find accom in Sydney is going swimmingly
Interesting $NCK.AX has chosen to refurb Fabb stores under its own name given reasonable brand equity and customer satisfaction
Teals are out of cash AEF.AX
"ROE is generally what investors look at to determine the profitability of a business" hmmm..
"ROE is generally what investors look at to determine the profitability of a business" hmmm..
Junior auditors clock more hours than the Lendlease ceo
Sentiment is in the bin across every measure but house prices will keep marching higher, per the aussie consumer
$SLC.AX issuing ~13% share capital ($98m) for $19m in EBITDA. Extra $30m subject to growth milestones. Seems to me $ORG.AX is the winner. Equity in a telco, middle finger to ABB.AX for pushing for better terms and the cherry is derailing the acquisition.
Fwiw cba profits are 4x Colesworths
Owen Rask 🇦🇺 @OwenRask
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406 Followers 293 Following Accountant with a passion for all things investing!It's somewhat ironic that the inquiry, relentless in its critique of star's slow progress, decided to take the long weekend $SGR
So, general question, how much blame, of a given 100%, should government take for the current housing market (and housing adjacent) woes. Straight red? Some other colour? Different penalty system entirely? Reject the premise?
Good grief it looks like most of the sell side is going to be slow to fully grasp the issues with $LIC.AX. Painful to watch to total lack of understanding as to what the real issue is here medium term.
$TUA: Simba (TUA) has launched its 10Gbps broadband offering at ~S$30/mth. Pricing points for 10Gbps from competitors are more than double TUA’s price. This in many months ahead of the mkts expectation… stock is cum upgrade..!
This is why Japan is so cheap!! (Thailand prices in general and sometimes even cheaper!) Job advertisement in largest ramen chain at $13 AUD per hour 🤯🤯 My 13yr old kid makes more working at Dominos!!
Kogan board decided to buy back the options at $8.22 using the 20-day VWAP instead of the current share price of $7.90. What is an extra $1,920,000 between friends? $KGN
Less than 3 weeks later these would almost be worthless... Bravo 🐐 $KGN
@RonShamgar Richard simply investing the change from the cup holders of his car…! Albeit they are big cup holders I hear….
🤔🤔🤔🤔🤔🤔 $kGN @FinancialReview https:// with afr.com/markets/equity…
Turn off Twitter, put down your phone and enjoy nature Aaand of course I used my phone to post this on Twitter😊
🔊 Listen to Anglo American's $AAL CEO, Duncan Wanblad, discuss the "industrial logic" of a merger with Glencore $GLEN just two months ago. I think this has potential to get spicy from here $BHP $BHP.ax
He’s back at it again😂. The Lakers passing up wide open layups and dunks all game long vs Nuggets | Game 2 (YT/ Awful Coaching)
Not a bad first attempt @GeoffWilsonWAM but around these parts we like to see at least one, maybe even three 🚀 for a post like this.
$EML - Market Driven owned by $WAM.AX $WMI.AX $WAA.AX .The new board and management team have done a solid job exiting the two problem divisions. Now focussed on driving the core divisions which we believe will deliver better than expected revenue growth and Ebitda margins over…
Episode 5 @EquityMates 2017 two blokes rocked up to my office in Kings Cross, swore blind they hadn’t been to the local attraction (Guzman y Gomez downstairs) & we jibbered for hours. 995 episodes later they are still going! A great achievement by Bryce & Ren.
@lachlanbjensen more high street where NKE flagship stores are. Sure it can work given how bombed out the name is but I like $FL better
$SPOT is a good case study of a founder-led company taking cost control seriously (and few believing him) 1400bps margin expansion in 12mo by cutting marketing+content spend, optimized real estate, reducing 25% of employees and firing the CFO. And new CFO hasn't even started!
Some of you owe me a lot of Cheesies and have not been forthcoming. Pay up. $LIC.AX
👇👇👇🧐🧐
CEO (3.6m) and CFO (2.4m) options equal to approx 6% shares on issue. Instead of taking a haircut selling them on market or in a block they pocket the cash based on the last price while the buyback is running. Don't ever change koges. $KGN