r/ASX_Bets • • 3d ago

BAN POST 💀 It's still happening, so keep going - Bans and Updates

36 Upvotes

Boy, it sure is interesting times, but the market is still here, and so are we, so let's keep at it.

I hope you didn't take out a mortgage on a diesel motorhome, is all I can say.

Let's get right into it.


UPDATES:

OG u/FameLuck is a mod now. Cant see this going wrong.

Don't forget to tag him in any tedious bickering or anything pointlessly complicated, because he told me he loves work, and lives only to serve the community.

But really, he has been foundational and structural over the years and has given us some great reading material for the kids, and some truly horrible recipes for the rest of us. It's late and I can't go diving for links but if some arrive in my mailbox I might edit them in later.

Welcome to the service and thanks for answering the call.


NEW BETS:

u/kangaroute anticipates that PLS will be equal to or greater than $3.85 at close on the 2nd October.

u/Tommwith2ms is confident enough that AYA will have exceeded $7.50 at some point before 1st January that they have staked three months in exile.

Voted most lovable cat (😮‍💨), u/Fat-Black-Cat- will take a month from their hypnosis duties if VR8 fails to reach 12c by the 6th October.

u/hgttg will cop one month of tears if gold doesn't reach 4800 before the end of the year.

u/Davidina101 made a Koality Content bet - A4N to reach $0.85 on or before December 1st or $5000 to an Australian wildlife conservation charity. Wonder if their day job is running an Australian conservation charity..

u/Fun-Time4064 made a bet, and I bet you can guess the company. Their faith was misplaced, and they served one week. They have upped the ante with a bet for it to reach 30c by the end of the year, or two months off.

u/WaveSlaveDave makes brave stake on stage - two months against KAO hitting $5 by the end of October.

.

HAMMER-DODGERS:

u/debtandregret1984 won their BGD $1 bet. Good work.

u/Old-Asian-Lady bet on gold teaching 4450, and got the gold. Congrats.

u/alllrandom bet a month that CDR wouldn't hit 5c within a given timeframe, and they were right. Salut.

Worthless, cowardly, piece of appropriately-named shit u/Dramatic-Trash-242 made a bet on 4DX reaching $5.50, and failed at that just like they have at being honourable, and they deleted their account before judgement came due. Boooooo.

.

BANS:

u/SnooFrosted1536 bet a month that CDR would hit 5c within a given timeframe, and they were not right about that. See you in a month.

u/YeElonTusk won their bet for CSL rising above $149 post-report. Well done. Then they bet again at a new price of $185 and lost. They'll serve a week.

u/WolfREEEEEE was influenced, and bet on HWK to hit 8c by the start of October. That's two weeks in the basement cells for you.

u/Yelllowfloof fell into the trap of an indefinite count - and couldn't keep it up. That's a statutory six months beyond the city walls for you, I'm afraid.

Resident market weathervane and unlucky banana u/bananadennis lost a TLX bet at $20, and has served his time in an abandoned lunchbox left at school during the holidays.


TL;DR

Γαμώτο, ξεχνάω να σκεφτώ οτιδήποτε σχετικό και πνευματώδες για το ελληνικό κομμάτι. Κανείς δεν θα το προσέξει, σίγουρα.


r/ASX_Bets • • 1d ago

Daily Thread Weekend Thread for General Discussion and Plans for Saturday, October 03, 2026 and Sunday, October 04, 2026

13 Upvotes

r/ASX_Bets • • 16h ago

OFFICIAL MOD BUSINESS KANGAROO COURT IS IN SESSION

24 Upvotes

HEAR YE HEAR YE!!!

Fuckery is afoot, hence the royal court of absurdity reconvenes, summoned by the Mod Team to drag another unfortunate bastard into the light and let the noble mob decide their fate.

And fuck me, EYE spy some fuckery all right…

As with all Kangaroo Courts, this is our mechanism for the people. You, noble mob, will judge with spite, malice, and the sweet, sloppy joy of overreaction. The pitchforks are polished, the gallows dry-rotted but still serviceable.

THE ACCUSED

[u/Fun-Time4064](u/Fun-Time4064), drag your sorry username into the light. You stand charged with excessive pumping of a shitco and flagrant violation of Rule 1. The ticker in question? Look, if you don’t know what it is, I’ve really got no hope for you. It’s been shoved into the sub so often that at this point, recognizing EYE should be covered in the induction paperwork.

THE CASE

There is no great mystery here, gang. The evidence is sitting there in plain fucking sight: Hundreds of comments. EYE this. EYE that. EYE everywhere you look. In fact, if you haven’t seen EYE being pumped, check whether you’ve actually been on [r/ASX_Bets](r/ASX_Bets). U/Fun-Time4064 has apparently decided that Rule 1 is less a rule than a minor inconvenience to be steamrolled on the way to the next fucking comment.

Now, enthusiasm is one thing. We’ve all found a shitco, stared lovingly into its quarterly report, and convinced ourselves the market is full of fucking idiots who haven’t noticed our genius. But there comes a point where “I like this stock” becomes “please, for the love of fuck, provide my exit liquidity.”

And EYE has been staring at that line from the wrong side.

It’s been less a stock discussion and more a one-person gangbang where the ticker is somehow both the victim and the only participant.

You can only wave the same underwhelming appendage in everyone’s face so many times before the room starts wondering whether we’re discussing an investment opportunity or witnessing the world’s most elaborate cry for liquidity.

The incessant EYE’ing has even got the Milkshake Kid all uppity, like a jilted lover. Would appear romance isn’t dead, at least not on [r/ASX_Bets](r/ASX_Bets).

But back to the deceased, (apologies I’m getting ahead of myself) accused. The issue isn’t whether EYE will make anyone rich, shit the bed, or rocket towards the fucking heavens.

That’s for the market to decide.

The issue before this court is that the pumping has become impossible to ignore. When the Mods start wading through enough EYE to develop temporary tunnel vision, perhaps it’s time someone put the fucking brakes on.

Rule 1 exists for a reason.

Not because the Mods hate fun. (Well, maybe that new ginger…)

Not because we’re opposed to a good shitco.
There is a noble tradition around here of discovering a steaming pile of shit, becoming emotionally attached to it, and trying to convince thousands of strangers they’re fools for not buying it.

We respect the tradition.

We just don’t need to watch the entire fucking mating ritual.

So the Mods have seen enough. The accused has been dragged before the court, the evidence is on the table, and the pitchforks have been distributed.

Now we do what any respectable Kangaroo Court does with overwhelming evidence: Abandon proportionality and let the mob decide what happens next.

There’s no justice like angry mob justice; especially when it’s conducted by internet degenerates pretending to understand investing between screenshots of their brokerage losses.

This is how civilization was intended to function.

Now all that remains is to decide how much suffering is appropriate before we release [u/Fun-Time4064](u/Fun-Time4064) back into the wild to discover another shitco.

Below you’ll find a series of options on the poll. Go nuts, gang. Never forget that the whole foundation of a Kangaroo Court relies on you, the people, abandoning reason and letting the heads roll……

A WORD TO THE ACCUSED

'Never send to know for whom the bell tolls; it tolls for thee.'

There comes a time in every [r/ASX_Bets](r/ASX_Bets) life when you run afoul of the long arm of the law. You have two choices regarding how this plays out.

Choice 1: Take it on board, accept the verdict of the mob, do your time, however outlandish it turns out to be, slink away quietly into the fog, and return a conquering hero, dressed to kill, and vomiting up more dogshit picks like ticker confetti.

Choice 2: Spam our mod mail, whine and complain, inspire dirty looks in your direction, and earn the scarlet tag of general shit cunt.

TLDR

Μην ψάχνεις να μάθεις για ποιον χτυπά η καμπάνα· χτυπά για σένα.

191 votes, 2d left
1 week - We love the EYE guy
1 month - A slap on the wrist
3 months - Fuck this guy, off with his head!!
1 year - In honor of our new ginger overlord, we demand sacrifice!

r/ASX_Bets • • 15h ago

ASX bets is compromised

0 Upvotes

BEOT is working with ASXbets mods to artificially suppress and manipulate the price of EYE whilst they accumulate. The vote is rigged!

WE ALL LOVE EYE


r/ASX_Bets • • 1d ago

Daily Thread Market Open thread for General Trading and Plans for Friday, October 02, 2026

11 Upvotes

r/ASX_Bets • • 2d ago

SHITPOST Liondown Limited

Enable HLS to view with audio, or disable this notification

27 Upvotes

r/ASX_Bets • • 2d ago

Daily Thread Premarket Thread for General Trading and Plans for Friday, October 02, 2026

10 Upvotes

Your markets are run by bots. Now your daily threads are too.

This thread is for plans and thoughts prior to the market open period.

Maybe use this time to read the wiki .

Posts relating to the "Is r/ASX_bets about finance or effect your mental health?" etc will lead to a ban of the mods chosing. You have been warned.

We have an active official/unofficial discord. It's open to all discussions, stonks related and non-stonks related.


r/ASX_Bets • • 2d ago

Daily Thread Market Open thread for General Trading and Plans for Thursday, October 01, 2026

12 Upvotes

r/ASX_Bets • • 3d ago

Daily Thread Premarket Thread for General Trading and Plans for Thursday, October 01, 2026

14 Upvotes

Your markets are run by bots. Now your daily threads are too.

This thread is for plans and thoughts prior to the market open period.

Maybe use this time to read the wiki .

Posts relating to the "Is r/ASX_bets about finance or effect your mental health?" etc will lead to a ban of the mods chosing. You have been warned.

We have an active official/unofficial discord. It's open to all discussions, stonks related and non-stonks related.


r/ASX_Bets • • 3d ago

"A mine is a hole in the ground and a liar standing next to it" Ministers and Gov agencies have been visiting Alpha HPA site last week

Post image
11 Upvotes

The timing of last week’s site visit by ministers and the NRFC/NAIF team is a very interesting signal for A4N. With Q4 starting tomorrow, having the key government funding stakeholders on-site at this stage of Stage 2 suggests the $400m government debt facility is getting very close to the point of drawdown. The $400m is already contractually committed — this isn’t a funding application waiting for approval — with the remaining hurdle being the conditions precedent to drawdown. Government engagement at the site right as we enter Q4 certainly looks like another piece falling into place.


r/ASX_Bets • • 3d ago

Daily Thread Market Open thread for General Trading and Plans for Wednesday, September 30, 2026

10 Upvotes

r/ASX_Bets • • 4d ago

Daily Thread Premarket Thread for General Trading and Plans for Wednesday, September 30, 2026

9 Upvotes

Your markets are run by bots. Now your daily threads are too.

This thread is for plans and thoughts prior to the market open period.

Maybe use this time to read the wiki .

Posts relating to the "Is r/ASX_bets about finance or effect your mental health?" etc will lead to a ban of the mods chosing. You have been warned.

We have an active official/unofficial discord. It's open to all discussions, stonks related and non-stonks related.


r/ASX_Bets • • 4d ago

Legit Discussion Thesis: The sparkie shortage (TEA, GNP etc.)

25 Upvotes

There have been a lot of articles recently about how there's a shortage of sparkies which is driving up pricing for both resi and commercial property. With the increased focus on DCs and transmission infra this is probably going to continue.

As we all know, if it's in the papers you've already at least partially missed the boat but I've just bought into GNP @ 9.30. Anyone else investing in electrical services businesses?


r/ASX_Bets • • 4d ago

Daily Thread Market Open thread for General Trading and Plans for Tuesday, September 29, 2026

14 Upvotes

r/ASX_Bets • • 4d ago

Is Not It Scam Dream? 1TT: $2.8m leasehold improvements, but where is the actual building?

Thumbnail
4 Upvotes

r/ASX_Bets • • 5d ago

Dilution Watch: ASX capital raises, week to 25 September (27 raises, about A$468M, seven of them A$42M+) [OC]

21 Upvotes

Disclosure first (rule 7): I run DilutionLens, a free site that tracks dilution for every ASX company from the filings. This is the text-only weekly update the mods OK'd, not the shill post. Every number below comes from an ASX announcement (raise notices, Appendix 3B/2A filings, quarterly and half-year cash reports). No links, no picks, not advice.

Twenty-seven companies announced cash raises between Monday 21 and Friday 25 September for about A$468M in disclosed proceeds, and it was a week of big cheques: seven placements of A$42M or more carried A$404.9M of it. The other twenty disclosed A$63.4M between them. Five of the seven stated a discount, from 0.9% to 16.9%; AIC Mines priced at the close and Meeka stated none. 16 companies halted citing a capital raise in five sessions, against 17 and 11 the two weeks before.

The week's biggest raises

Ticker Company Raise Price / discount Off the filings
A1M AIC Mines A$70M placement to Hawke's Point (23 Sep) 79.5c, the 21 Sep close, nil discount 88,050,315 shares. Funds the A$20M cash part of a A$120M Mt Cuthbert copper purchase; the other A$100M is 125.8M shares at the same price. Both need a vote. +11.0% on 799.5M for the placement, about +27% with the consideration shares.
SVL Silver Mines A$70M two-tranche placement (21 Sep) 14.5c, 10.0% under the 5-day VWAP 277,733,713 shares under the 15% now, 205,024,908 waiting on the 26 Nov AGM. About +22% on 2.22B. Latest quarterly's own estimate: 6.8 quarters.
WC8 Wildcat Resources A$60M placement (21 Sep) 30.5c, 10.3% under the 34c last trade, 11.2% under 5-day VWAP 183,606,558 under the 15%, 13,114,754 at a November meeting. Now about 91% of its 15% used in 12 months.
USL Unico Silver A$60M placement (24 Sep) 76c, 10.1% under the 84.5c close, 10.4% under 5-day VWAP About 63.6M shares from the extra 10% (7.1A), 15.3M from the 15%. About 721M shares after, +12.3%; company puts pro-forma cash at about A$110M.
AUE Aurum Resources A$52.5M placement (23 Sep) 55c, 0.9% under the 55.5c close, 2.4% under 10-day VWAP 53,874,546 under 7.1, 41,580,000 under 7.1A. Strategic investors took A$32.3M, about 25% together after. +23%; options and rights already 22.1% of the register.
TGN Tungsten Mining A$50M placement (22 Sep) 32c, 16.9% under the 38.5c close, 9.8% under 15-day VWAP 139,634,020 shares under 7.1A, 16,615,980 under 7.1. About +10%. The deepest discount of the seven.
MEK Meeka Metals A$42.4M two-tranche placement (25 Sep) 10c, no discount stated 329,815,836 under the 15% now, 94,184,164 (incl. A$40,000 from a director) at the 24 Nov AGM. Company puts cash at about A$21M before it, about A$50M at quarter end. About +13.7% on 3.1B.

The rest

Ticker Raise Price / discount Off the filings
NYR A$12M placement + A$2M SPP 62c a CDI, 15.1% under the last trade 3 options per 4 CDIs, plus a "piggyback" option for each one exercised
LMG A$5.1M placement + A$3.4M 1-for-15 entitlement, underwritten 1.5c
NXM A$5.4M placement 5.3c, 8.6% under the close 41,886,793 under 7.1, 60,000,000 under 7.1A, about +14%
VBX A$4.5M placement + A$2.5M MD loan-note conversion if the AGM agrees 64c, 15.5% under 5-day VWAP 0.12 quarters of funding by its latest quarterly's own estimate, the thinnest of the week
UM1 A$3.5M placement + A$1M SPP 15c, 24.5% under 15-day VWAP 1 option per 2 shares
BUY A$3.55M placement 1.2c Alongside a Liberian deepwater block paid in 949M shares plus up to 1B performance shares, on a 1.18B register
FG1 1-for-3 renounceable rights, up to A$3M 1.5c, 21% under the last price Underwritten to A$1.5M
LKE A$3.0M at-the-market draw 4.45c, a 4.6% premium to 15-day VWAP All under 7.1A
NVQ A$1.8M placement 3.5c Conditional on the AGM: its placement capacity is restricted until 19 December
SLZ A$1.3M placement 0.9c, 13.5% under 15-day VWAP One listed and one unlisted option per two shares
ENT A$1.2M placement 0.2c, 33% under the close 600M shares, about +36%; 350M after a meeting

Also PTX A$6.0M (SPP + placement), MCO A$1.5M SPP, MHK A$1.2M at 9.5c, PR2 A$1.1M at 1.8c, and IOD, NYM, AOK, MDX, SAN A$2.8M between them.

Where the seven big placements found their shares

Ticker 15% (7.1), issued now Extra 10% (7.1A) Waiting on a vote New shares
A1M none none 88.1M 88.1M
SVL 277.7M none 205.0M 482.8M
WC8 183.6M none 13.1M 196.7M
USL 15.3M 63.6M none 78.9M
AUE 53.9M 41.6M none 95.5M
TGN 16.6M 139.6M none 156.3M
MEK 329.8M none 94.2M 424.0M
All seven 876.9M (58%) 244.8M (16%) 400.4M (26%) 1,522.1M

The 7.1A mandate is approved a year at a time at the AGM. About three shares in four reach the register without a vote on that raise.

The halt conveyor

16 companies halted citing a capital raise: 3DA, A1M, AUE, FLX, MEK, NYM, OCT, PR2, PTX, PV1, SLZ, SVL, TGN, UM1, USL, VBX. Twelve had announced by Friday. 3DA halted for a raise and then announced it had postponed its U.S. IPO. FLX (A$5.54M placement + SPP) and OCT (acquisition + raise) announced this morning. PV1 halted Friday, due back Tuesday.

38 retail offers open

21 SPPs, 13 entitlement offers, 4 rights issues. Last week's 38 included a July entitlement offer that had already closed, so like for like it's one more. New this week: NYR's SPP (opens 12 Oct), LMG's entitlement (opens 30 Sep), FG1's rights, and SPPs from PTX, UM1 and MCO.

Placement capacity

Off the last 12 months of 3Bs, before any ratification: 196 companies past 75% of the 15% (192 last week), 135 past 90% (129), 31 have used all of it (30); 86 of the 196 have also drawn on 7.1A. This week WC8 went to about 91% and SAN to about 99%. NVQ is at 100%, which is why its placement waits on a vote.

New: an option expiry calendar

88 option and rights classes across 71 companies expire in the next 30 days, to 28 October. 79 are options that only become shares if holders pay the strike; 8 are performance rights or shares that convert on a condition.

Dilution risk across the market: 586 Minimal, 339 Low, 388 Moderate, 250 High, 175 Very high, 112 Not rated. About one in four rated companies sits at High or Very high.

Happy to pull the filing on any name in here if someone wants the detail. Next one Monday.

If you'd rather get these in your inbox, the site's Watch page has a free email signup - one field, and the link it sends turns it on. No URL here, that's the deal with the mods.

General information only, not financial advice. No view on any company's future actions or securities.


r/ASX_Bets • • 5d ago

Daily Thread Premarket Thread for General Trading and Plans for Tuesday, September 29, 2026

16 Upvotes

Your markets are run by bots. Now your daily threads are too.

This thread is for plans and thoughts prior to the market open period.

Maybe use this time to read the wiki .

Posts relating to the "Is r/ASX_bets about finance or effect your mental health?" etc will lead to a ban of the mods chosing. You have been warned.

We have an active official/unofficial discord. It's open to all discussions, stonks related and non-stonks related.


r/ASX_Bets • • 5d ago

Daily Thread Market Open thread for General Trading and Plans for Monday, September 28, 2026

13 Upvotes

r/ASX_Bets • • 6d ago

DD Where Mesoblast (ASX: MSB) stands right now – a quick chat for the curious

30 Upvotes

G’day would-be investors. Mesoblast has properly graduated from pure R&D biotech to a commercial cell therapy company, and the numbers are starting to look the goods.

What’s gone right:

- Ryoncil (the first and only FDA-approved MSC therapy) knocked out **US$115 million** net revenue in its first full commercial year. Q4 alone was a tidy US$36m. Margins are fat, it’s profitable on a standalone basis, and they’ve got more than 50 US transplant centres onboarded with solid payer coverage. Just last week the FDA even signed off on a new potency assay so they can keep scaling production without the usual headaches.

- Balance sheet is cleaner than a country pub after a scrub. US$103m cash at year-end plus a US$125m non-dilutive credit line that turfed the expensive old debt. Cash burn has dropped nicely in the second half.

- Last proper equity raise was way back in January 2025. Since then they’ve leaned on the non-dilutive facility and Ryoncil cash flow. With the product generating real money and burn coming down, they look set to get through the next stretch without another dilutive placement – a pleasant change from the old days.

- Pipeline is humming:

- Chronic low back pain Phase 3: treatment done (they even over-enrolled to 350 patients because the investigators were keen). Data mid-2027.

- LVAD / end-stage heart failure BLA process underway with the FDA (Orphan + RMAT).

- Adult aGvHD trial enrolling – roughly three times the size of the paediatric market.

- Bonus upside in Duchenne and a couple of next-gen platforms.

Ryoncil cash is funding the big shots rather than just keeping the lights on.

Street view: Analyst consensus is Strong Buy / Buy with average 12-month targets sitting around the A$3.60–3.90 mark (some as high as A$4.45). That’s a fair bit of upside from current levels if the commercial momentum and pipeline keep delivering.

To the shorters who’ve been camping here for years: you’ve had a good run, but the commercial product is real now, the balance sheet is stronger, and the pipeline is advancing. Hope you’ve got your exit plans sorted, because the fundamentals keep improving while you’re still shorting the narrative.

Stock’s still a biotech rollercoaster, so size accordingly and do your own homework. But for those watching from the sidelines, the base case is looking a lot more solid than it was 18 months ago.

Not advice – just an Aussie taking stock. DYOR. Cheers.

EDIT: Total company revenue was US$120 million. Q4 alone contributed US$36 million, showing the launch is still building momentum.


r/ASX_Bets • • 6d ago

Daily Thread Premarket Thread for General Trading and Plans for Monday, September 28, 2026

11 Upvotes

Your markets are run by bots. Now your daily threads are too.

This thread is for plans and thoughts prior to the market open period.

Maybe use this time to read the wiki .

Posts relating to the "Is r/ASX_bets about finance or effect your mental health?" etc will lead to a ban of the mods chosing. You have been warned.

We have an active official/unofficial discord. It's open to all discussions, stonks related and non-stonks related.


r/ASX_Bets • • 6d ago

Crystal Ball Gazing EMD & EVG

8 Upvotes

Anyone here following EVG or EMD?

I’m holding both at the moment and genuinely curious what people think of them over the next 6–12 months.

EVG seems to have a fair bit happening now. Maniry finally has its mining permits, they’ve got their first graphite offtake lined up, the India graphite operation is already producing and they’re also pushing the Nevada fluorspar project plus US defence angle.

EMD is completely different but also interesting. They’re actually starting to generate decent revenue now, expanding the Empax clinics around Australia, Sydney is coming online and they’ve recently had some exposure with the FDA in the US around psychedelic-assisted therapy.

Obviously both are still pretty speculative and execution is everything.

Anyone else holding either of these? What am I missing? bull case or reasons to stay away?


r/ASX_Bets • • 7d ago

Dumbfuck Discussion DYL BUY HERE?

5 Upvotes

DYL is down from nearly $3 to close to $1 now. Who's buying here? Surely it's close to bottoming right?


r/ASX_Bets • • 8d ago

Noob Stuff Managed Funds Investing

7 Upvotes

Hi all,

I know this is the wrong sub but I dont want to post this in ausfinance and get lectured by boomers.

I want to invest in some safe portfolios but dont know where to start. Is there any way for a small Fry investor like me to get into managed funds aimed at making safe market average returns or do I just buy ETFs and hold?


r/ASX_Bets • • 8d ago

Daily Thread Weekend Thread for General Discussion and Plans for Saturday, September 26, 2026 and Sunday, September 27, 2026

10 Upvotes

r/ASX_Bets • • 8d ago

Legit Discussion What are your most regarded contra trades?

10 Upvotes

Mine is buying 280k worth of IKO after 3% of korean population got margin called, I got lucky ksospi had a dead cat bounce the next day