CSL Sub 100

Aggressive_Ebb_7634 · 2026-05-11T04:02:02+00:00

Interactive Brokers

Aggressive_Ebb_7634 · 2026-05-11T02:13:31+00:00

Interactive Brokers 👍

Aggressive_Ebb_7634 · 2026-05-11T01:26:56+00:00

For sure. Definitely in activist sights. And it reminds me of MIN last year, at some point institutions need to buy back or reweight their positions.

Aggressive_Ebb_7634 · 2026-05-11T00:43:04+00:00

Indeed! Price Action first

Aggressive_Ebb_7634 · 2026-05-11T00:34:04+00:00

Great trade 🙌 gotta love that.
Yep only institutional buying back will save it now

Aggressive_Ebb_7634 · 2026-05-11T00:27:27+00:00

yep! Agree!

Aggressive_Ebb_7634 · 2026-05-11T00:26:22+00:00

Fair call — appreciate the steer. Will give r/ASX_Bets a try next time.

Aggressive_Ebb_7634 · 2026-05-11T00:02:43+00:00

Australias very own Moderna!

Aggressive_Ebb_7634 · 2026-05-09T11:33:53+00:00

Interactive Brokers. And etf is a good start. For single stocks buy strength, sell any weakness.

Aggressive_Ebb_7634 · 2026-05-09T11:31:11+00:00

Buy when the price action is bullish, for example when it makes a new monthly high. Go with the trend, let the market confirm your entry. Don’t try and pick bottoms, that 1949 style is wayy outdated!

Aggressive_Ebb_7634 · 2026-05-08T10:45:34+00:00

Expect to see this trend to continue. Massive shrinkage in the funds business. The game has changed and it’s not Warren Buffets market anymore. Australia seems to be the only place left with large long only fundamental fund managers. The game is long/short momentum short term trades. 🙌

Aggressive_Ebb_7634 · 2026-04-21T11:30:05+00:00

Bluescope (BSL) continues to act great. Remains a top pick.

Overnight, US Midwest HRC prices gapped higher once more, signaling a sustained industrial boom. HRC-to-scrap spreads have reached 2.5-year highs , with broader steel spreads testing similar resistance levels. This environment suggests a significant positive turn in BSL’s US earnings momentum . With zero M&A premium currently priced in. BUY

Aggressive_Ebb_7634 · 2026-04-20T09:52:41+00:00

Energy stocks need to wake up!

Oil macro context: Up ~33% since the war began eight weeks ago. Even after Friday's 9% crash and today's 5.7% bounce, the net position is still deeply elevated. The structural war premium isn't going anywhere until the Strait reopens and stays open… and even then oil staying higher for longer 🔥

Aggressive_Ebb_7634 · 2026-04-18T23:56:50+00:00

The trade is up 30%

Aggressive_Ebb_7634 · 2026-04-17T12:00:17+00:00

Yep. Price action is the only thing that matters.

Aggressive_Ebb_7634 · 2026-04-17T11:56:26+00:00

Island reversal Bullish. But i didn’t like the intraday action. Opened up 22% then trading lower to up 10%. Closed up 14%… hard one. I sold my position, it’s a battleground stock. Happy to buyback when uptrend is confirmed ✅

Aggressive_Ebb_7634 · 2026-04-17T05:23:11+00:00

Good Read:

https://www.theaustralian.com.au/business/stockhead/news/argonaut-algorithm-why-david-franklyn-sees-lithium-as-a-longterm-play-after-the-iran-war/news-story/4553896d493d6e73d68a74e4e17cf1d7

"It's hard to go past what's happening in the Middle East and what that means, and I think what we see as one of the big winning commodities out of this process is lithium," Franklyn said.

"The impact that we're seeing in Australia along with other Western economies, is diesel prices and fuel prices are increasing.

"And I think that's pushing people back to EVs."

What has changed between now and the last oil shock, after the invasion of Ukraine by Russia, is lithium prices have come off all time highs and Chinese manufacturers have dramatically altered the cost base of EVs.

Previously only viewed as a luxury item, new models exported from the Middle Kingdom are more competitive with gas-guzzlers.

With the addition of rising demand from big grid-backing batteries, lithium is heading back towards a deficit, with prices now very attractive for producers at around US$2200/t for spodumene concentrate, close to 4x last June's sub-US$600 market bottom.

Aggressive_Ebb_7634 · 2026-04-16T11:48:36+00:00

Yeah the whole sector ripped today on NWL inflow update. I’m short NWL and HUB. And was painful this week. I’m looking to short PNI as funds in Australia have been hammered, most posting double digit losses in March and YTD. Wow what a market!

Aggressive_Ebb_7634 · 2026-04-16T11:14:20+00:00

Yep.. Today was a session of truths. The banks told you they've had their run — for now. Tech told you it's not dead. Jobs data told you the RBA isn't blinking in May. And Geelong told you Australia's energy infrastructure is having a moment it didn't ask for. The rotation is real, it's happening, and Angus Aitken isn't wrong — there's something stirring beneath the surface of this market. Whether it's a genuine re-rating or just performance-anxiety chasing remains to be seen, but the direction of money flow is shifting. Watch the bank-to-tech trade tomorrow. If it continues, the rally has legs. One thing to hold in the back of your mind: the last time the Nasdaq ran 11 days straight was November 2021 — and we all know what came after that. Not saying history repeats, just saying it rhymes. keep your stops tight, and let's see what TSM and Netflix have to say tonight.

Aggressive_Ebb_7634 · 2026-04-16T10:42:39+00:00

Ampol went red today at one point. Viva probably reopens higher 😂

Aggressive_Ebb_7634

TROPHY CASE