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@berthon_jones "$NAB with rising costs flatter profits and higher credit impairment charges reads far less bullish than the recently tabled $WBC.AX and $CBA.AX results"
X Link @berthon_jones 2025-08-17T22:17Z 2209 followers, 1045 engagements

"Not that I'd viewed this as a state secret but the "response to media speculation" followed by the update itself XX minutes later is pretty funny. $WDS.AX $WDS continues to advance the necessary steps towards FID"
X Link @berthon_jones 2025-04-16T23:32Z 2209 followers, XXX engagements

"@bowtiedstocks Well I am thinking of $CSL.AX and $WOW.AX but also $AMC.AX. Even $AGL.AX to a lesser extent"
X Link @berthon_jones 2025-08-28T23:08Z 2209 followers, XXX engagements

"Gosh how the worm turns. Wasn't all that long ago that $COL.AX was the one needing a jumpstart and $WOW.AX was the "go to" retail/logistics/sales-per-square-meter champion"
X Link @berthon_jones 2025-08-26T23:30Z 2209 followers, XXX engagements

"$TWE.AX seems to be a stock where every earnings update there's something to fret about whether it's COVID getting locked out of China (Australian trade war) tariffs (recent US trade war) and now the potential slowdown in Penfolds China as large format banquet style events"
X Link @berthon_jones 2025-08-13T01:58Z 2209 followers, XXX engagements

"These graphs from $WHC.AX on the outlook for demand vs supply are pretty exciting if you happen to be into your coal stocks"
X Link @berthon_jones 2025-08-21T06:15Z 2209 followers, 8520 engagements

"@bowtiedstocks $TWE.AX you could say I think earnings are in long run decline so Im not touching it but on the face of it it would be a stock thats expected to grow trading at a vast discount to market for branded product with high margin/ROIC etc. But I get where the bears are coming"
X Link @berthon_jones 2025-08-28T23:10Z 2209 followers, XXX engagements

"$WES.AX grew NPAT by 3.8%. Not bad. But look at those valuation multiples. I don't really understand why the market is paying such high multiples for earnings certainty in the same way I don't really understand why it is crushing names with (in the scheme of things)"
X Link @berthon_jones 2025-08-28T23:01Z 2209 followers, XXX engagements

"With $TWE.AX two things seem to be true. They are growing less quickly than they expected and the market was thus right to price in lower growth. And for a business that's growing at double digit EPS a forward PE of 13.8x seems crazy. $BRG.AX trades at 30x for example"
X Link @berthon_jones 2025-06-23T23:09Z 2209 followers, 1192 engagements

"$WDS.AX on a forward PE of 10x despite a circa XX% odd increase in production over the next few years with key projects coming online and XX% margins whils the AUDUSD is 63c and oil $75bbl. I'm not saying they should trade a premium but an XX% discount to market"
X Link @berthon_jones 2025-02-24T23:08Z 2209 followers, 3241 engagements

"The outrage when $ASX.AX has an issue vs the outrage when a major bank has an outage seem very different. And whilst the recent teleco outage has produced anger the financial implications also appear quite different"
X Link @berthon_jones 2025-10-02T23:13Z 2209 followers, XXX engagements

"Fairly sizeable difference between street Q2-26 sales and income estimates versus $JHX.AX update overnight. Mind you the reason consensus sits where it does is b/c mgmt crunched guidance just a few months ago. Still $151m $107m stock up double digits off a depressed base"
X Link @berthon_jones 2025-10-07T19:53Z 2208 followers, XXX engagements

"Reaping what one sows I suppose; perhaps $REA.AX has found the limits to depth/pricing/yield products in a market (and possibly regulator) that has a desire for something different"
X Link @berthon_jones 2025-09-29T07:53Z 2209 followers, 1007 engagements

"$SGH.AX guide of low-mid-single-digit EBIT growth likely to trigger some modest -ve earnings revisions given consensus was a little higher. Revenues fairly flat some parts better than others. The story has been Boral's doubling of margin which was great but now largely done"
X Link @berthon_jones 2025-08-12T22:08Z 2209 followers, 9149 engagements

"Lithium and (US) housing stocks fall out of bed today. $PLS.AX to keep adding supply in an already oversupplied market $JHX.AX $RWC.AX with a consistently weaker set of US housing everything (starts sales units under construction)"
X Link @berthon_jones 2024-06-21T02:02Z 2209 followers, 1023 engagements

"It'd be great if they (XRG) turned right around and tabled $WDS.AX instead. Just a helpful suggestion maybe"
X Link @berthon_jones 2025-09-18T02:05Z 2209 followers, XXX engagements

"The $HLS.AX comments should broadly auger well for $SHL.AX given the uplift in pathology volumes. HLS here notes it's not particularly earnings accretive given investments made/being-made to the degree that it doesn't apply to SHL it should thusly be more meaningful"
X Link @berthon_jones 2024-11-14T23:42Z 2209 followers, XXX engagements

"The ASX $ASX.AX result was a slight beat on most measures. If it weren't for all the regulatory headaches you'd think things would be looking good. Of course that's quite the "if""
X Link @berthon_jones 2025-08-14T04:13Z 2209 followers, XXX engagements

"@bowtiedstocks from"
X Link @berthon_jones 2025-08-28T23:10Z 2209 followers, XXX engagements

"$EDV.AX has the obvious headwind of liquor in a world where people seem to drink a bit less but the other problem is it's either geared to the eyeballs if you treat operating leases as debt (and of course fine if you don't despite the accounting standard)"
X Link @berthon_jones 2025-10-10T01:55Z 2209 followers, XXX engagements

"Back in Feb $WHC.AX had delivered costs ($/t) of $XXX vs guidance of $140-155. Now they are tabling a range of $130-145 and also have some $60m in cost they think they can take out that isn't factored into FY26 unit cost guidance. Certainly they've done well"
X Link @berthon_jones 2025-08-20T23:15Z 2209 followers, 1445 engagements

"Aurizon $AZJ doing its level best to convince everyone it isn't just an old coal haulage business. Nice slide and it is indeed true. They paid a lot to diversify but the new growth options are quite attractive"
X Link @berthon_jones 2023-12-05T00:52Z 2209 followers, XXX engagements

"$TWE.AX out with bad news across the board. Not just tickling down prior Penfolds China guidance (previously low double digit) but being unable to give any indication at all"
X Link @berthon_jones 2025-10-12T23:33Z 2208 followers, XXX engagements

"Perhaps confusing the causal drivers here (e.g. my umbrella routinely produces rain) but $CBA.AX broadly doubled after its various enquiries ergo must augur well for $ASX.AX. (only half tongue-in-cheek)"
X Link @berthon_jones 2025-08-05T02:54Z 2209 followers, XXX engagements

"Back to last weeks APRA data $WBC.AX and $MQG.AX going quite hard on their respective targets. $JDO.AX perfectly respectable but hard to deny that competition is intense out there. YoY changes"
X Link @berthon_jones 2025-10-03T03:36Z 2209 followers, XXX engagements

"Noting sanity prevailing for $WDS.AX $WDS in the local market"
X Link @berthon_jones 2025-05-28T06:26Z 2209 followers, 1098 engagements