Dark | Light
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

# ![@berthon_jones Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3511692614.png) @berthon_jones David Berthon-Jones

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

### Engagements: XX [#](/creator/twitter::3511692614/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3511692614/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +34%
- X Year XXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::3511692614/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3511692614/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +43%
- X Year XXX +7.80%

### Followers: XXXXX [#](/creator/twitter::3511692614/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3511692614/c:line/m:followers.svg)

- X Week XXXXX no change
- X Month XXXXX +0.09%
- X Months XXXXX +5.40%
- X Year XXXXX +11%

### CreatorRank: undefined [#](/creator/twitter::3511692614/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3511692614/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXXX% [stocks](/list/stocks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[$wdsax](/topic/$wdsax) #12, [$stoax](/topic/$stoax) #1589, [if you](/topic/if-you) 3.77%, [stocks](/topic/stocks) 3.77%, [$sdfax](/topic/$sdfax) 3.77%, [$bapax](/topic/$bapax) 1.89%, [$53m](/topic/$53m) 1.89%, [$mgrax](/topic/$mgrax) 1.89%, [finance](/topic/finance) 1.89%, [finish](/topic/finish) XXXX%

**Top accounts mentioned or mentioned by**
[@nrossett](/creator/undefined) [@antipodeanmacro](/creator/undefined) [@bowtiedstocks](/creator/undefined) [@nicholasheffer9](/creator/undefined)

**Top assets mentioned**
[Costco Wholesale Corporation (COST)](/topic/costco) [Clash of Lilliput (COL)](/topic/$col)
### Top Social Posts
Top posts by engagements in the last XX hours

"Bapcor $BAP.AX downgrading again. Normalised NPAT for FY26 consensus was running at $53m so a reasonable miss"  
[X Link](https://x.com/berthon_jones/status/1998150134543286709)  2025-12-08T21:58Z 2241 followers, XXX engagements


"Fairly constructive commentary from $MGR.AX mgmt"  
[X Link](https://x.com/berthon_jones/status/1991337084720934949)  2025-11-20T02:45Z 2240 followers, XXX engagements


"Is ChatGPT more useful in other fields Im a finance guy so I ask it finance type things in which recency (latest updates) really matters. I ask it when will the $ALD.AX ULSF project finish and it confidently tells me December when theres a two week old revision to 2026q2"  
[X Link](https://x.com/berthon_jones/status/1991592927626424590)  2025-11-20T19:42Z 2240 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"  
[X Link](https://x.com/berthon_jones/status/1912663264796008592)  2025-04-17T00:23Z 2238 followers, 5696 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](https://x.com/berthon_jones/status/1958412638276444536)  2025-08-21T06:15Z 2239 followers, 8750 engagements


"Not the biggest of deals but $STO.AX cutting their production guidance does add a little pressure to their existing woes (ADNOC falling over current near term outlook for oil and gas)"  
[X Link](https://x.com/berthon_jones/status/1978595299196281080)  2025-10-15T22:54Z 2238 followers, 1302 engagements


"Stuff that's very hard to understand. $PME.AX at XXX forward sales. Sure those sales are growing quickly. But they are past the wild sales CAGR phase. Visually it looks exciting but those aren't constant growth rates"  
[X Link](https://x.com/berthon_jones/status/1978614265046044830)  2025-10-16T00:09Z 2239 followers, XXX engagements


"Good production update from $WDS.AX. Couple of major growth projects nearing completion also"  
[X Link](https://x.com/berthon_jones/status/1980759975644504418)  2025-10-21T22:15Z 2238 followers, XXX engagements


"Woodies $WDS.AX operational and managerial strength on display. Y/d production upgrade and today's ongoing de-risking of all things Louisiana via partnerships/stakes/offtakes. Capex burden spread over more shoulders"  
[X Link](https://x.com/berthon_jones/status/1981119396795060586)  2025-10-22T22:04Z 2238 followers, 2073 engagements


"$COL.AX just crushing it out there. The silver lining in it for $WOW.AX is that a) it ain't really about Chemist Warehouse or Aldi or Costco. $COL is a clean LFL comparator to Woolies and thus if COL can do it so too can WOW as they have done before. B) Woolies Q2 start"  
[X Link](https://x.com/berthon_jones/status/1983666076346175916)  2025-10-29T22:43Z 2238 followers, 1568 engagements


"Does not usually bode well. $SDF.AX"  
[X Link](https://x.com/berthon_jones/status/1983703315813953630)  2025-10-30T01:11Z 2240 followers, XXX engagements


"Would be very nice if the market noticed $GMG.AX operating cashflows are largely unchanged since 2020 even as the investment bill (cash outflows for investing) for all the data center stuff start to really mount"  
[X Link](https://x.com/berthon_jones/status/1985917172460503336)  2025-11-05T03:48Z 2239 followers, XXX engagements


"Amcor $AMC.AX earnings for the quarter coming in a touch higher than expected even as volumes were a bit weaker. Operational improvements (cost out) helping (NA beverage particularly so). But also good to see "at least" wording creeping in for the FY26 guide"  
[X Link](https://x.com/berthon_jones/status/1986238369781981651)  2025-11-06T01:05Z 2238 followers, XXX engagements


"Cash NPAT up X% PE not far from 30x guess itll open up +5%. $CBA.AX"  
[X Link](https://x.com/berthon_jones/status/1987997129235984587)  2025-11-10T21:33Z 2238 followers, 5492 engagements


"Nothing to see here folks. $SDF.AX"  
[X Link](https://x.com/berthon_jones/status/1990592221050208570)  2025-11-18T01:25Z 2240 followers, XXX engagements


"Every so often the rare earths excitement will get to me and I'll go back and revisit $LYC.AX at which point I usually check in on the cashflows. And it has been like the below forever"  
[X Link](https://x.com/berthon_jones/status/1993459541510701176)  2025-11-25T23:19Z 2240 followers, XXX 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"  
[X Link](https://x.com/berthon_jones/status/1919906743842144400)  2025-05-07T00:06Z 2241 followers, 2687 engagements


"Jason Furman had a bunch of tweets about why the US might (should) hold rather than cut and even a window to why hikes could be reasonable. It would seem the same case could be made in Aus where inflation is outside the band unemployment rate below the NAIRU and other data"  
[X Link](https://x.com/berthon_jones/status/1998151034787828099)  2025-12-08T22:01Z 2241 followers, XXX engagements


".(PMI retail sales/household spending credit/lending data etc).are all quite strong. If the RBA did a surprise hike (which neither I nor the market see any chance of) it seems fair to say the stockmarket would react quite poorly"  
[X Link](https://x.com/berthon_jones/status/1998151483146244511)  2025-12-08T22:03Z 2241 followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@berthon_jones Avatar @berthon_jones David Berthon-Jones

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

Engagements: XX #

Engagements Line Chart

  • X Week XXXXX -XX%
  • X Month XXXXXX -XX%
  • X Months XXXXXXX +34%
  • X Year XXXXXXX -XX%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XXX -XX%
  • X Months XXX +43%
  • X Year XXX +7.80%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX no change
  • X Month XXXXX +0.09%
  • X Months XXXXX +5.40%
  • X Year XXXXX +11%

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence

Social category influence finance XXXX% technology brands XXXX% stocks XXXX% cryptocurrencies XXXX%

Social topic influence $wdsax #12, $stoax #1589, if you 3.77%, stocks 3.77%, $sdfax 3.77%, $bapax 1.89%, $53m 1.89%, $mgrax 1.89%, finance 1.89%, finish XXXX%

Top accounts mentioned or mentioned by @nrossett @antipodeanmacro @bowtiedstocks @nicholasheffer9

Top assets mentioned Costco Wholesale Corporation (COST) Clash of Lilliput (COL)

Top Social Posts

Top posts by engagements in the last XX hours

"Bapcor $BAP.AX downgrading again. Normalised NPAT for FY26 consensus was running at $53m so a reasonable miss"
X Link 2025-12-08T21:58Z 2241 followers, XXX engagements

"Fairly constructive commentary from $MGR.AX mgmt"
X Link 2025-11-20T02:45Z 2240 followers, XXX engagements

"Is ChatGPT more useful in other fields Im a finance guy so I ask it finance type things in which recency (latest updates) really matters. I ask it when will the $ALD.AX ULSF project finish and it confidently tells me December when theres a two week old revision to 2026q2"
X Link 2025-11-20T19:42Z 2240 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"
X Link 2025-04-17T00:23Z 2238 followers, 5696 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 2025-08-21T06:15Z 2239 followers, 8750 engagements

"Not the biggest of deals but $STO.AX cutting their production guidance does add a little pressure to their existing woes (ADNOC falling over current near term outlook for oil and gas)"
X Link 2025-10-15T22:54Z 2238 followers, 1302 engagements

"Stuff that's very hard to understand. $PME.AX at XXX forward sales. Sure those sales are growing quickly. But they are past the wild sales CAGR phase. Visually it looks exciting but those aren't constant growth rates"
X Link 2025-10-16T00:09Z 2239 followers, XXX engagements

"Good production update from $WDS.AX. Couple of major growth projects nearing completion also"
X Link 2025-10-21T22:15Z 2238 followers, XXX engagements

"Woodies $WDS.AX operational and managerial strength on display. Y/d production upgrade and today's ongoing de-risking of all things Louisiana via partnerships/stakes/offtakes. Capex burden spread over more shoulders"
X Link 2025-10-22T22:04Z 2238 followers, 2073 engagements

"$COL.AX just crushing it out there. The silver lining in it for $WOW.AX is that a) it ain't really about Chemist Warehouse or Aldi or Costco. $COL is a clean LFL comparator to Woolies and thus if COL can do it so too can WOW as they have done before. B) Woolies Q2 start"
X Link 2025-10-29T22:43Z 2238 followers, 1568 engagements

"Does not usually bode well. $SDF.AX"
X Link 2025-10-30T01:11Z 2240 followers, XXX engagements

"Would be very nice if the market noticed $GMG.AX operating cashflows are largely unchanged since 2020 even as the investment bill (cash outflows for investing) for all the data center stuff start to really mount"
X Link 2025-11-05T03:48Z 2239 followers, XXX engagements

"Amcor $AMC.AX earnings for the quarter coming in a touch higher than expected even as volumes were a bit weaker. Operational improvements (cost out) helping (NA beverage particularly so). But also good to see "at least" wording creeping in for the FY26 guide"
X Link 2025-11-06T01:05Z 2238 followers, XXX engagements

"Cash NPAT up X% PE not far from 30x guess itll open up +5%. $CBA.AX"
X Link 2025-11-10T21:33Z 2238 followers, 5492 engagements

"Nothing to see here folks. $SDF.AX"
X Link 2025-11-18T01:25Z 2240 followers, XXX engagements

"Every so often the rare earths excitement will get to me and I'll go back and revisit $LYC.AX at which point I usually check in on the cashflows. And it has been like the below forever"
X Link 2025-11-25T23:19Z 2240 followers, XXX 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"
X Link 2025-05-07T00:06Z 2241 followers, 2687 engagements

"Jason Furman had a bunch of tweets about why the US might (should) hold rather than cut and even a window to why hikes could be reasonable. It would seem the same case could be made in Aus where inflation is outside the band unemployment rate below the NAIRU and other data"
X Link 2025-12-08T22:01Z 2241 followers, XXX engagements

".(PMI retail sales/household spending credit/lending data etc).are all quite strong. If the RBA did a surprise hike (which neither I nor the market see any chance of) it seems fair to say the stockmarket would react quite poorly"
X Link 2025-12-08T22:03Z 2241 followers, XXX engagements

@berthon_jones
/creator/twitter::berthon_jones