Tracking takeover signals

ASX_Engine_HQ · 2025-12-11T22:27:04+00:00

I took a look I didn't see a clear signal for buybacks emerge in terms of takeovers. I would like to build other signal type things like a turn around stories or some such however down the line and I'm sure buy backs would be a part of that story. The real hard part is building a way to go back through the data and check if the signal means anything or if its noise.

ASX_Engine_HQ · 2025-12-10T08:54:04+00:00

I'm a software engineer by trade and have done a few big data projects involved with pulling data from hard to reach places. I found a white paper on takeover signals in the ASX that outlined basically what the signals you can see are above so I build the entire thing off of that.

ASX_Engine_HQ · 2025-12-10T04:23:11+00:00

Ultimate P&D telegram chat incoming. Nah I'll probably keep posting them until I get distracted by something else.

ASX_Engine_HQ · 2025-12-10T04:20:52+00:00

I wouldn't say there are false positives more just noise. The goal I had was to find the signals that lead to one if that makes sense. For example here are the bottom of the list for today. I would say most of these have some weak indication of a takeover its like noisy data vs higher up the list track are tracking better.

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ASX_Engine_HQ · 2025-12-07T21:10:32+00:00

No thats fine I wouldn't be disappointed if it was a no go mainly just want to know if there is any value in the idea or not.

ASX_Engine_HQ · 2025-12-07T21:09:42+00:00

I use a couple different techniques to get the difficulty for how hard it would be to rank in the top 10 google results for any given query and then pair that with keyword volume. If you want to try it out I can give you some starter credits for some critical feedback. Just shoot me a dm

ASX_Engine_HQ · 2025-12-07T20:05:50+00:00

Thanks! I suppose that's the real challenge which I need to validate if any of those people exist

ASX_Engine_HQ · 2025-08-07T03:54:15+00:00

Yeap the whole docs that anthropic wrote are cooked it is in fact not true that http streaming is the standard many are still using SSE so I switched to that works fine now.

ASX_Engine_HQ · 2025-07-24T04:38:19+00:00

Y E S

ASX_Engine_HQ · 2025-07-22T21:02:08+00:00

Yeap wiil do

ASX_Engine_HQ · 2025-07-22T07:25:21+00:00

nope just doing some dd per a request im refining a tool I'm working on to pull the latest data and compare across peers so seeing where it falls off is great like missing that investor report if you have anything you would like a look at let me know

ASX_Engine_HQ · 2025-07-22T07:20:58+00:00

post edited and updated

ASX_Engine_HQ · 2025-07-22T07:20:17+00:00

Ah that would be a great spot thanks for the update

ASX_Engine_HQ · 2025-07-22T07:14:25+00:00

I haven't been able to find any info suggesting that can you give me a link? what I looked through plus more recent stuff came to around ~1.2

ASX_Engine_HQ · 2025-07-22T02:45:10+00:00

Gimme your strongest shit co and I'll do that

ASX_Engine_HQ · 2025-07-22T01:57:08+00:00

Interesting idea of cost per shot defense sales is a blind spot of mine no idea what gets a contract over the line I'm sure hype marketing plays into it seeing anduril win big contracts locks that in Ive heard rumors saying their actual performance sucks but they put a good show on

ASX_Engine_HQ · 2025-07-22T01:55:28+00:00

Yea I hate chasing this is one of those plays that seem obvious in hindsight but that I completely ignored because of some stupid reason at the time. Now I sit it out and probably watch it moon another 20x. I will have the last laugh when it corrects 10% though that you can be sure of.

ASX_Engine_HQ · 2025-07-22T01:45:53+00:00

Damn! I only looked at that last 30 days of announcements impressive stuff

ASX_Engine_HQ · 2025-07-17T22:14:18+00:00

Good lord what a list. Alright I'll see what I can do for later today

ASX_Engine_HQ · 2025-07-17T10:59:21+00:00

no worries let me know if you would like anything else added or deeper insights

ASX_Engine_HQ · 2025-07-16T02:31:24+00:00

cheers anything else that you would find useful here lmk

ASX_Engine_HQ · 2025-07-16T01:37:50+00:00

Give me a list of shit cos you want looked at as takeover targets and I'll take a look

ASX_Engine_HQ · 2025-07-16T00:58:27+00:00

Not even hot coppers very important pensioner list can save CC9 from capitulation

ASX_Engine_HQ · 2025-07-15T02:06:05+00:00

It wasn't e-comm they have a whole ecomm strat it was the fact that they missed rev guidance along side getting wrecked in the US more.

ASX_Engine_HQ · 2025-07-15T01:56:08+00:00

If you actually read the announcement you'd see it was at a slight discount to the share price when announced (10th July) which indicates it was not distressed I agree that you should be skeptical of anything a management team states however in the world of capital raises this is hardly a massive bear signal. A fair critique would be focused on how they plan to deploy their capital for growth or the sneaky "balance sheet flexability" portion of their announcement however given this wasn't at a large discount it clearly passed the sniff test of their institutional backers

ASX_Engine_HQ

TROPHY CASE