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@berthon_jones Avatar @berthon_jones David Berthon-Jones

David Berthon-Jones posts on X about $wdsax, $cbaax, $ielax, stocks the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXX #

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Social Influence #

Social category influence finance XXXX% cryptocurrencies XXXX% travel destinations XXXX% stocks XXXX% countries XXXX%

Social topic influence $wdsax 2.21%, $cbaax 1.48%, $ielax 1.48%, stocks 1.11%, eps 1.11%, $aldax 1.11%, cba 0.74%, $cba 0.74%, $nab 0.74%, $nabax XXXX%

Top accounts mentioned or mentioned by @nrossett @mondyinvest @slexander_coys @abroninvestor @genovesemichael @moneyofminepod @bjrw7 @antipodeanmacro @claudedwalker @bowtiedstocks @carlo_cocca @ridtravel @ffailings @1stlevelthinker @noicewon11 @chad_pumpiano @blackswan2023 @downundervalue @ruethewhirl551 @asxlongshort

Top assets mentioned AladdinDAO (ALD) WorldBrain Coin (WBC) AMC Entertainment Holdings, Inc. (AMC)

Top Social Posts #

Top posts by engagements in the last XX hours

"$CBA.AX $CBA NIMs are good but middle of the global pack. It's ROE's are good but others are quite a bit higher e.g. $JPM.US. It's loan book is sizeable but certainly not thie biggest. And yet the valuation differential is half way off the chart"
@berthon_jones Avatar @berthon_jones on X 2025-06-04 23:31:43 UTC 2144 followers, XXX engagements

"Gee I thought the $NAB.AX $NAB update on credit quality (well arrears) was a little ordinary but not much market commentary on it. It does all hinge on house prices not falling and Sydney has rolled over a bit Melbourne also less that stellar. A rates shock associated with"
@berthon_jones Avatar @berthon_jones on X 2024-11-07 05:55:15 UTC 2141 followers, XXX engagements

"Hard to see why you would bother with a $CRN.AX when $SMR.AX $WHC.AX $NHC.AX and friends are right there. You'd make very good money as opposed to awesome money if all those names get through the current cyclical lows but you wouldn't face oblivion if the lows drag on"
@berthon_jones Avatar @berthon_jones on X 2025-05-16 02:50:36 UTC 2141 followers, 2482 engagements

"Maybe one last thought. When I think of what the market is paying for other "secular" growth stocks like $HUB.AX $NWL.AX $MQG.AU $BRG.AX $COH.AX $PME.AX $WTC.AX in our local market forward PE's of XX 4050 to even 60x it doesn't look "as bad" imv"
@berthon_jones Avatar @berthon_jones on X 2025-03-24 22:22:10 UTC 2144 followers, XXX engagements

"$NAB.AX $NAB another good example of a bank where the profit growth is either slightly higher flat or negative depending on your frame. Financials stormed ahead over the past year; whilst I think the result is "fine" it again demonstrates the difficulty in understanding the run"
@berthon_jones Avatar @berthon_jones on X 2025-05-06 22:16:17 UTC 2143 followers, 1540 engagements

"Given the market just hit all-time highs and trades richly you can make an argument for taking profits on some of the recent winners (thinking of the unstoppable run of $CBA.AX which continues to defy logic imv)"
@berthon_jones Avatar @berthon_jones on X 2025-07-17 01:40:02 UTC 2144 followers, XXX engagements

"Utilities are hard beasts to understand; lots of moving parts surprisingly opaque working capital provisioning hedges swaps & the like. But $AGL.AX has sold off on fears of weak earnings and $ORG.AX upgraded guidance on the comparable bit due to "favourable mkt conditions""
@berthon_jones Avatar @berthon_jones on X 2025-05-26 23:20:50 UTC 2144 followers, XXX engagements

"Going hard at $CBA.AX because of a bit of slope seems rather baffling to me"
@berthon_jones Avatar @berthon_jones on X 2025-07-02 02:13:44 UTC 2144 followers, XXX engagements

"A whole bunch of punting would appear neccessary given industry profitability has been decimated and even before COVID eps growth has been scant. $RHC.AX $RHC. CEO clearing the decks and accountability for a share price in the low 30s that's followed the earnings"
@berthon_jones Avatar @berthon_jones on X 2025-01-30 23:08:33 UTC 2142 followers, XXX engagements

"Still not obviously cheap today either. $IEL.AX"
@berthon_jones Avatar @berthon_jones on X 2024-11-21 03:30:55 UTC 2144 followers, 1442 engagements

"Whilst I think progress is undeniable it does mean XX years from now many more ICE vehicles on the road and to the degree EVs require oil in their production an increase in total oil demand by quite a bit. Worth keeping in mind for the O&G names trading at Covid lows $WDS.AX"
@berthon_jones Avatar @berthon_jones on X 2025-06-05 07:29:16 UTC 2141 followers, XXX engagements

"Big capex project winds up soon and after that (given it's normally pretty cash generative) FCFs should pick up quite a bit"
@berthon_jones Avatar @berthon_jones on X 2025-07-23 04:25:23 UTC 2143 followers, XXX engagements

"Both $STO.AX and $WDS.AX have fallen into the sea given oil prices trade and tariff wars. But both have had good recent company specific news. STO is close to a capex inflection point with a key project finishing this year. And WDS have found offtakes + major partners"
@berthon_jones Avatar @berthon_jones on X 2025-04-17 00:23:52 UTC 2141 followers, 5567 engagements

"Strong Aussie PMI's coming through for the July release"
@berthon_jones Avatar @berthon_jones on X 2025-07-23 23:03:51 UTC 2144 followers, XXX engagements

"Various crack spreads still look pretty good. Who knows what another round of whack-a-mole with trade and tariff wars will do but on the face of it $ALD.AX got carted with the prior fall and didn't really recover"
@berthon_jones Avatar @berthon_jones on X 2025-07-07 23:08:08 UTC 2140 followers, XXX engagements

"Perhaps this is a low bar but I do find the $ALD.AX $ALD unmanned operations at least a little cool. Been around for a little bit but the economics they shared are compelling (for sites where the idea works)"
@berthon_jones Avatar @berthon_jones on X 2025-05-06 23:57:36 UTC 2140 followers, 1088 engagements

"When the line goes vertical or near vertical you know you have a problem. (mind you the number one problem thus far has been not owning it but there you are). $CBA.AX $CBA. Forward PE of 30x. Brisk to say the least"
@berthon_jones Avatar @berthon_jones on X 2025-06-20 02:34:37 UTC 2144 followers, 1266 engagements

"With the oil stocks it's hard to go past this. Yes lots of company specific stuff (cost margin cashflows balance sheet production guidance etc). But if you think oil demand is still robust in 2040 let alone 2050 these things are massively undervalued. $WDS.AX $WDS $STO.AX"
@berthon_jones Avatar @berthon_jones on X 2025-05-07 00:06:52 UTC 2141 followers, 2221 engagements

"Still a surprising disconnect to me. $TWE.AX. Share prices follow earnings and it is certainly possible those earnings wind up a lot lower but as it stands it's growing. Just the amount it expected to grow is less (hence the forward EPS estimates drop)"
@berthon_jones Avatar @berthon_jones on X 2025-06-27 02:23:06 UTC 2144 followers, XXX engagements

"Solid looking beat from $AZJ at first blush. The market has more or less shunned Aurizon after a) a few wet years of La Nina saw volumes suffer b) coal exposure c) wary of OneRail acquisition even as it solves a chunk of the coal exposure problem"
@berthon_jones Avatar @berthon_jones on X 2024-02-11 21:41:33 UTC 2145 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"
@berthon_jones Avatar @berthon_jones on X 2025-06-23 23:09:00 UTC 2144 followers, 1115 engagements

"As usual the bank results (below $WBC.AX $WBC which kicks off the local majors across May) are "fine" but look at the lack of profit growth which has defined the bank sector outlook for some time now. They are priced for growth but are effectively ex growth"
@berthon_jones Avatar @berthon_jones on X 2025-05-04 22:12:55 UTC 2141 followers, 1498 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"
@berthon_jones Avatar @berthon_jones on X 2025-02-24 23:08:23 UTC 2141 followers, 3209 engagements

"The move to free up capital for $LLC.AX $LLC continues. Given the stock trades at a fairly material discount to NAV (some 0.77x) the news is good"
@berthon_jones Avatar @berthon_jones on X 2025-05-15 01:33:39 UTC 2143 followers, XXX engagements

"I would like to be excited about the $IEL.AX opportunity (share price fell a lot guidance to the market of a XX% decline in international student intake volumes should-be well digested not new news). But the EBITDA assumptions don't seem to adequately reflect that pressure"
@berthon_jones Avatar @berthon_jones on X 2024-09-02 02:08:23 UTC 2141 followers, XXX engagements

"Given the wettest three month period in XX years the $WHC.AX $WHC ability to maintain smooth/continuous/uninterrupted operations is pretty impressive. Guidance maintained"
@berthon_jones Avatar @berthon_jones on X 2025-06-02 23:13:47 UTC 2144 followers, 1236 engagements

"Looks a bit dramatic the trend in Aussie employment growth just by having the two flat months back to back. Participation rate moving up is at least 10bps of it I suppose. Still "line go up" equates to bad generally speaking for the unemployment series"
@berthon_jones Avatar @berthon_jones on X 2025-07-17 01:38:55 UTC 2144 followers, XXX 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)"
@berthon_jones Avatar @berthon_jones on X 2024-06-21 02:02:39 UTC 2144 followers, XXX engagements

"Seems very reasonable (iov) to think this thing trades at 20x given the business model is under pressure (student visa numbers/approvals being rebased). Earnings and pricing momentum is negative; where's the good news $IEL.AX"
@berthon_jones Avatar @berthon_jones on X 2024-07-14 02:36:06 UTC 2144 followers, XXX engagements

"No denying Amcor's $AMC.AX $AMC enthusiasm for the Berry merger and the resultant uplift to earnings growth / TSR expectations. Of all the corporate M&A out there (admittedly not much) the savings on cost/procurement/SG&A seem most plausible"
@berthon_jones Avatar @berthon_jones on X 2025-04-30 23:04:40 UTC 2145 followers, 1061 engagements

"Solid from $WDS.AX. Production tickled up at the lower end of the range realising a premium to oil-linked prices with hub-linked pricing unit costs lower major projects coming online soon and progressing well. First class operator"
@berthon_jones Avatar @berthon_jones on X 2025-07-22 23:20:06 UTC 2144 followers, XXX engagements

"This $DXS.AX $DXS piece re: the office market is interesting. They point to the ongoing bifurcation in the market where high-quality "core" (as opposed to "fringe" or "the bad places" locations) rents are growing quite well. Book values rose for the first time in two years"
@berthon_jones Avatar @berthon_jones on X 2025-06-30 23:49:07 UTC 2145 followers, XXX engagements

"Gorgeous graph even if you disagree with the relevance of using p/i or p/r as the key valuation metric"
@berthon_jones Avatar @berthon_jones on X 2025-07-22 00:32:23 UTC 2144 followers, XXX engagements

"The Ampol $ALD.AX quarterly trading update is solid if unspectacular. The recovery in refinery margins (Lytton) to US$8.81 from in the $6's at one stage was pleasing alongside steady growth in convenience retail"
@berthon_jones Avatar @berthon_jones on X 2025-07-23 04:24:36 UTC 2144 followers, XXX engagements

"Early days yet for MOCN for $TPG.AX but hard to argue with the fast start"
@berthon_jones Avatar @berthon_jones on X 2025-03-03 03:52:06 UTC 2141 followers, XXX engagements

"On the face of it this $LLC.AX announcement is quite positive. But no mention of the possible mandate losses to $MGR.AX that the Aus and AFR have been tabling. Seems like something worth discussing given they mention the $1.5bn of new mandate wins that support FUM growth"
@berthon_jones Avatar @berthon_jones on X 2025-07-16 07:33:55 UTC 2142 followers, XXX engagements

"Noting sanity prevailing for $WDS.AX $WDS in the local market"
@berthon_jones Avatar @berthon_jones on X 2025-05-28 06:26:27 UTC 2144 followers, XXX engagements