[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 David Berthon-Jones David Berthon-Jones posts on X about $wdsax, $stoax, $azj, $wds the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::3511692614/interactions)  - X Week XXXXX +103% - X Month XXXXXX -XX% - X Months XXXXXXX +8.60% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::3511692614/posts_active)  - X Week XX -XXXX% - X Month XXX -XX% - X Months XXX +15% - X Year XXX +0.16% ### Followers: XXXXX [#](/creator/twitter::3511692614/followers)  - X Week XXXXX +0.05% - X Month XXXXX -XXXX% - X Months XXXXX +6.40% - X Year XXXXX +5.40% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::3511692614/influencer_rank)  ### Social Influence [#](/creator/twitter::3511692614/influence) --- **Social category influence** [finance](/list/finance) XXXX% [stocks](/list/stocks) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [$wdsax](/topic/$wdsax) #2, [$stoax](/topic/$stoax) #1948, [$azj](/topic/$azj) 1.44%, [$wds](/topic/$wds) #4, [stocks](/topic/stocks) 1.44%, [$azjax](/topic/$azjax) #6, [$whcax](/topic/$whcax) #7, [momentum](/topic/momentum) 0.72%, [$ielax](/topic/$ielax) #18, [rates](/topic/rates) XXXX% **Top accounts mentioned or mentioned by** [@nrossett](/creator/undefined) [@bowtiedstocks](/creator/undefined) [@mondyinvest](/creator/undefined) [@abroninvestor](/creator/undefined) [@antipodeanmacro](/creator/undefined) [@bjrw7](/creator/undefined) [@adcha91](/creator/undefined) [@zacgross](/creator/undefined) [@slexander_coys](/creator/undefined) [@jasonfurman](/creator/undefined) [@thetranscript](/creator/undefined) [@davidhannan1963](/creator/undefined) [@bricho](/creator/undefined) [@josephpolitano](/creator/undefined) [@tomkinsoncap](/creator/undefined) [@downundervalue](/creator/undefined) [@noicewon11](/creator/undefined) [@blackswan2023](/creator/undefined) [@ruethewhirl551](/creator/undefined) [@k311126](/creator/undefined) **Top assets mentioned** [AT&T Inc. (T)](/topic/$t) ### Top Social Posts [#](/creator/twitter::3511692614/posts) --- Top posts by engagements in the last XX hours "The outrage when $ASX.AX has an issue vs the outrage when a major bank has an outage seem very different. And whilst the recent teleco outage has produced anger the financial implications also appear quite different" [X Link](https://x.com/berthon_jones/status/1973889176094564467) [@berthon_jones](/creator/x/berthon_jones) 2025-10-02T23:13Z 2213 followers, XXX engagements "$SGP.AX activity picking up. Rate cuts demand for property all doing their thing. Structural undersupply of homes. Also releasing spreads in office/workplace looking good at 4.5%. Bodes well for the office space overall" [X Link](https://x.com/berthon_jones/status/1978598837364380069) [@berthon_jones](/creator/x/berthon_jones) 2025-10-15T23:08Z 2213 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" [X Link](https://x.com/berthon_jones/status/1756795635918114929) [@berthon_jones](/creator/x/berthon_jones) 2024-02-11T21:41Z 2214 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" [X Link](https://x.com/berthon_jones/status/1812315101392941438) [@berthon_jones](/creator/x/berthon_jones) 2024-07-14T02:36Z 2213 followers, XXX engagements "It would be nice if $WDS.AX and $STO.AX could just look a little bit more like the others" [X Link](https://x.com/berthon_jones/status/1821772187189035475) [@berthon_jones](/creator/x/berthon_jones) 2024-08-09T04:55Z 2213 followers, 1366 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" [X Link](https://x.com/berthon_jones/status/1830427521571234165) [@berthon_jones](/creator/x/berthon_jones) 2024-09-02T02:08Z 2213 followers, XXX engagements "Movements in the price of oil whilst volatile don't appear to be deeply out of character or at levels that are outside the normal bounds of relatively recent history. I'd like it go up given exposures to $WDS.AX and $STO.AX but it's gotta plunge "from here" to be unusual" [X Link](https://x.com/berthon_jones/status/1833752467399758207) [@berthon_jones](/creator/x/berthon_jones) 2024-09-11T06:20Z 2213 followers, XXX engagements "Slightly less exciting that the Woodside $WDS.AX production update from yesterday but still good. $STO.AX guiding output into the upper end of the target range and capex (in total) unchanged despite falling some higher costs at Pikka" [X Link](https://x.com/berthon_jones/status/1846719306513731846) [@berthon_jones](/creator/x/berthon_jones) 2024-10-17T01:06Z 2213 followers, XXX engagements "Good quarterly result from Woodies $WDS.AX $WDS production at upper end of guidance capex at lower end. World needs energy" [X Link](https://x.com/berthon_jones/status/1881843039783772476) [@berthon_jones](/creator/x/berthon_jones) 2025-01-21T23:15Z 2213 followers, 2240 engagements "$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](https://x.com/berthon_jones/status/1894162485990887826) [@berthon_jones](/creator/x/berthon_jones) 2025-02-24T23:08Z 2213 followers, 3251 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](https://x.com/berthon_jones/status/1912650336810250388) [@berthon_jones](/creator/x/berthon_jones) 2025-04-16T23:32Z 2213 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) [@berthon_jones](/creator/x/berthon_jones) 2025-04-17T00:23Z 2213 followers, 5648 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) [@berthon_jones](/creator/x/berthon_jones) 2025-05-07T00:06Z 2213 followers, 2591 engagements "Noting sanity prevailing for $WDS.AX $WDS in the local market" [X Link](https://x.com/berthon_jones/status/1927612415732257057) [@berthon_jones](/creator/x/berthon_jones) 2025-05-28T06:26Z 2213 followers, 1116 engagements "Aurizon $AZJ.AX looking for FY26 EBITDA of $1715m at the midpoint; consensus for $1710m so pretty much inline with expectations. All the one-offs of XX expected to revert (weather de-railments customers falling over)" [X Link](https://x.com/berthon_jones/status/1957214784325300339) [@berthon_jones](/creator/x/berthon_jones) 2025-08-17T22:55Z 2214 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](https://x.com/berthon_jones/status/1958306847401951644) [@berthon_jones](/creator/x/berthon_jones) 2025-08-20T23:15Z 2214 followers, 1474 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) [@berthon_jones](/creator/x/berthon_jones) 2025-08-21T06:15Z 2214 followers, 8565 engagements "It'd be great if they (XRG) turned right around and tabled $WDS.AX instead. Just a helpful suggestion maybe" [X Link](https://x.com/berthon_jones/status/1968496466353348897) [@berthon_jones](/creator/x/berthon_jones) 2025-09-18T02:05Z 2213 followers, XXX engagements "Clear as mud unfortunately. See @jasonfurman great graphs below (& thread from which I took it). The freight & shipping guy is telling us it's apocalyptic out there housing is frozen jobs data ordinary packaging companies trading like it's a recession. Then this pops up" [X Link](https://x.com/berthon_jones/status/1971355036782559241) [@berthon_jones](/creator/x/berthon_jones) 2025-09-25T23:24Z 2214 followers, XXX 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) [@berthon_jones](/creator/x/berthon_jones) 2025-10-16T00:09Z 2214 followers, XXX engagements "Maybe at the other end of the "mind boggling" spectrum but $ARB.AX is on 30x forward PE with sasles growth of 3.8%. $SCP.AX just tabled the MAT for retail which was around 3ish. For shopping centres. Margin guide below is also modest" [X Link](https://x.com/berthon_jones/status/1978615613720539502) [@berthon_jones](/creator/x/berthon_jones) 2025-10-16T00:14Z 2214 followers, XXX engagements "A few beaten up names bouncing back a touch. $WHC.AX nearing $X $CSL.AX back to $XXX even $AZJ.AX has lifted a touch noting guidance was reiterated at the AGM" [X Link](https://x.com/berthon_jones/status/1978685174004007152) [@berthon_jones](/creator/x/berthon_jones) 2025-10-16T04:51Z 2213 followers, 1095 engagements "Aurizon $AZJ IR knows the market is twitchy taking no chances on being misread with regards to guidance" [X Link](https://x.com/berthon_jones/status/1653530591906893824) [@berthon_jones](/creator/x/berthon_jones) 2023-05-02T22:43Z 2213 followers, XXX 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](https://x.com/berthon_jones/status/1731839046648013171) [@berthon_jones](/creator/x/berthon_jones) 2023-12-05T00:52Z 2213 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)" [X Link](https://x.com/berthon_jones/status/1803971766152499413) [@berthon_jones](/creator/x/berthon_jones) 2024-06-21T02:02Z 2213 followers, 1024 engagements "Magnificent business and there's more to the earnings story than just new listings but X% post a cycle high on a fwd PE of 48x in a rising unemployment cycle doesn't sound great. $REA.AX $REA" [X Link](https://x.com/berthon_jones/status/1822750890622865419) [@berthon_jones](/creator/x/berthon_jones) 2024-08-11T21:44Z 2211 followers, 1202 engagements "Aurizon $AZJ.AX $AZJ with a solid bounce back in earnings albeit still coming in under mkt expectations. Strategy is double the bulk EBITDA by 2030. Debt down FCF up and a buyback to help signal the (underappreciated in mgmt's eyes) value in the business" [X Link](https://x.com/berthon_jones/status/1822773171487175113) [@berthon_jones](/creator/x/berthon_jones) 2024-08-11T23:12Z 2213 followers, 1394 engagements "Sounds like things are going well over at Endeavour. Chairman out CEO start date still some time away a few downgrades in. $EDV.AX $EDV" [X Link](https://x.com/berthon_jones/status/1952134566392828048) [@berthon_jones](/creator/x/berthon_jones) 2025-08-03T22:28Z 2213 followers, XXX engagements "I really don't think you would immediately gather from the below that this is a stock that just dropped from $XXX to low $200s whilst growing NPAT XX% and still guiding to near double-digit EPS growth while trading on a PE of 20x. $CSL.AX" [X Link](https://x.com/berthon_jones/status/1958399480900006326) [@berthon_jones](/creator/x/berthon_jones) 2025-08-21T05:23Z 2212 followers, 1502 engagements "We know Amcor $AMC.AX (as a bellweather for the economy) experienced material 4th quarter volume weakness and a lot of the consumer stocks are guiding us to a challenged US economy and consumer backdrop. But this macro data is whilst slower a much stronger overall print" [X Link](https://x.com/berthon_jones/status/1971355699491037624) [@berthon_jones](/creator/x/berthon_jones) 2025-09-25T23:26Z 2213 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](https://x.com/berthon_jones/status/1972570332868514026) [@berthon_jones](/creator/x/berthon_jones) 2025-09-29T07:53Z 2210 followers, 1017 engagements "Back to last weeks APRA data $WBC.AX and $MQG.AX going quite hard on their respective targets. $JDO.AX perfectly respectable but hard to deny that competition is intense out there. YoY changes" [X Link](https://x.com/berthon_jones/status/1973955408630067256) [@berthon_jones](/creator/x/berthon_jones) 2025-10-03T03:36Z 2210 followers, XXX engagements "$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](https://x.com/berthon_jones/status/1976466640964649066) [@berthon_jones](/creator/x/berthon_jones) 2025-10-10T01:55Z 2213 followers, XXX engagements "Aus unemployment rises a little. As usual our friend the participation rate does make for a part of the story climbing to 67%. Very slight miss relative to the expectation. Still seems fair to say there's been some loss of momentum in the jobs data and that's slightly" [X Link](https://x.com/berthon_jones/status/1978639047640928564) [@berthon_jones](/creator/x/berthon_jones) 2025-10-16T01:48Z 2213 followers, XXX engagements ".at odds with the data on loan growth/credit growth retail sales/spending intentions data and things like building approvals. You could throw in the August results commentary from retailers and arrears rates from banks also. Interesting stuff" [X Link](https://x.com/berthon_jones/status/1978639342907338778) [@berthon_jones](/creator/x/berthon_jones) 2025-10-16T01:49Z 2211 followers, XXX engagements "@ZacGross @JosephPolitano I sometimes get a little confused because Ive seen a lot of very prominent economists make the point that Joey rebuts which is odd because it seems like a straightforward analysis/interpretation/conclusion" [X Link](https://x.com/berthon_jones/status/1979350441113850283) [@berthon_jones](/creator/x/berthon_jones) 2025-10-18T00:54Z 2213 followers, XX engagements
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@berthon_jones David Berthon-Jones
David Berthon-Jones posts on X about $wdsax, $stoax, $azj, $wds the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +103%
- X Month XXXXXX -XX%
- X Months XXXXXXX +8.60%
- X Year XXXXXXX -XX%
Mentions: XX #
- X Week XX -XXXX%
- X Month XXX -XX%
- X Months XXX +15%
- X Year XXX +0.16%
Followers: XXXXX #
- X Week XXXXX +0.05%
- X Month XXXXX -XXXX%
- X Months XXXXX +6.40%
- X Year XXXXX +5.40%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXX% stocks XXXX% travel destinations XXXX%
Social topic influence $wdsax #2, $stoax #1948, $azj 1.44%, $wds #4, stocks 1.44%, $azjax #6, $whcax #7, momentum 0.72%, $ielax #18, rates XXXX%
Top accounts mentioned or mentioned by @nrossett @bowtiedstocks @mondyinvest @abroninvestor @antipodeanmacro @bjrw7 @adcha91 @zacgross @slexander_coys @jasonfurman @thetranscript @davidhannan1963 @bricho @josephpolitano @tomkinsoncap @downundervalue @noicewon11 @blackswan2023 @ruethewhirl551 @k311126
Top assets mentioned AT&T Inc. (T)
Top Social Posts #
Top posts by engagements in the last XX hours
"The outrage when $ASX.AX has an issue vs the outrage when a major bank has an outage seem very different. And whilst the recent teleco outage has produced anger the financial implications also appear quite different"
X Link @berthon_jones 2025-10-02T23:13Z 2213 followers, XXX engagements
"$SGP.AX activity picking up. Rate cuts demand for property all doing their thing. Structural undersupply of homes. Also releasing spreads in office/workplace looking good at 4.5%. Bodes well for the office space overall"
X Link @berthon_jones 2025-10-15T23:08Z 2213 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"
X Link @berthon_jones 2024-02-11T21:41Z 2214 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"
X Link @berthon_jones 2024-07-14T02:36Z 2213 followers, XXX engagements
"It would be nice if $WDS.AX and $STO.AX could just look a little bit more like the others"
X Link @berthon_jones 2024-08-09T04:55Z 2213 followers, 1366 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"
X Link @berthon_jones 2024-09-02T02:08Z 2213 followers, XXX engagements
"Movements in the price of oil whilst volatile don't appear to be deeply out of character or at levels that are outside the normal bounds of relatively recent history. I'd like it go up given exposures to $WDS.AX and $STO.AX but it's gotta plunge "from here" to be unusual"
X Link @berthon_jones 2024-09-11T06:20Z 2213 followers, XXX engagements
"Slightly less exciting that the Woodside $WDS.AX production update from yesterday but still good. $STO.AX guiding output into the upper end of the target range and capex (in total) unchanged despite falling some higher costs at Pikka"
X Link @berthon_jones 2024-10-17T01:06Z 2213 followers, XXX engagements
"Good quarterly result from Woodies $WDS.AX $WDS production at upper end of guidance capex at lower end. World needs energy"
X Link @berthon_jones 2025-01-21T23:15Z 2213 followers, 2240 engagements
"$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 2213 followers, 3251 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 2213 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 @berthon_jones 2025-04-17T00:23Z 2213 followers, 5648 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 @berthon_jones 2025-05-07T00:06Z 2213 followers, 2591 engagements
"Noting sanity prevailing for $WDS.AX $WDS in the local market"
X Link @berthon_jones 2025-05-28T06:26Z 2213 followers, 1116 engagements
"Aurizon $AZJ.AX looking for FY26 EBITDA of $1715m at the midpoint; consensus for $1710m so pretty much inline with expectations. All the one-offs of XX expected to revert (weather de-railments customers falling over)"
X Link @berthon_jones 2025-08-17T22:55Z 2214 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 2214 followers, 1474 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 2214 followers, 8565 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 2213 followers, XXX engagements
"Clear as mud unfortunately. See @jasonfurman great graphs below (& thread from which I took it). The freight & shipping guy is telling us it's apocalyptic out there housing is frozen jobs data ordinary packaging companies trading like it's a recession. Then this pops up"
X Link @berthon_jones 2025-09-25T23:24Z 2214 followers, XXX 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 @berthon_jones 2025-10-16T00:09Z 2214 followers, XXX engagements
"Maybe at the other end of the "mind boggling" spectrum but $ARB.AX is on 30x forward PE with sasles growth of 3.8%. $SCP.AX just tabled the MAT for retail which was around 3ish. For shopping centres. Margin guide below is also modest"
X Link @berthon_jones 2025-10-16T00:14Z 2214 followers, XXX engagements
"A few beaten up names bouncing back a touch. $WHC.AX nearing $X $CSL.AX back to $XXX even $AZJ.AX has lifted a touch noting guidance was reiterated at the AGM"
X Link @berthon_jones 2025-10-16T04:51Z 2213 followers, 1095 engagements
"Aurizon $AZJ IR knows the market is twitchy taking no chances on being misread with regards to guidance"
X Link @berthon_jones 2023-05-02T22:43Z 2213 followers, XXX 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 2213 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)"
X Link @berthon_jones 2024-06-21T02:02Z 2213 followers, 1024 engagements
"Magnificent business and there's more to the earnings story than just new listings but X% post a cycle high on a fwd PE of 48x in a rising unemployment cycle doesn't sound great. $REA.AX $REA"
X Link @berthon_jones 2024-08-11T21:44Z 2211 followers, 1202 engagements
"Aurizon $AZJ.AX $AZJ with a solid bounce back in earnings albeit still coming in under mkt expectations. Strategy is double the bulk EBITDA by 2030. Debt down FCF up and a buyback to help signal the (underappreciated in mgmt's eyes) value in the business"
X Link @berthon_jones 2024-08-11T23:12Z 2213 followers, 1394 engagements
"Sounds like things are going well over at Endeavour. Chairman out CEO start date still some time away a few downgrades in. $EDV.AX $EDV"
X Link @berthon_jones 2025-08-03T22:28Z 2213 followers, XXX engagements
"I really don't think you would immediately gather from the below that this is a stock that just dropped from $XXX to low $200s whilst growing NPAT XX% and still guiding to near double-digit EPS growth while trading on a PE of 20x. $CSL.AX"
X Link @berthon_jones 2025-08-21T05:23Z 2212 followers, 1502 engagements
"We know Amcor $AMC.AX (as a bellweather for the economy) experienced material 4th quarter volume weakness and a lot of the consumer stocks are guiding us to a challenged US economy and consumer backdrop. But this macro data is whilst slower a much stronger overall print"
X Link @berthon_jones 2025-09-25T23:26Z 2213 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 2210 followers, 1017 engagements
"Back to last weeks APRA data $WBC.AX and $MQG.AX going quite hard on their respective targets. $JDO.AX perfectly respectable but hard to deny that competition is intense out there. YoY changes"
X Link @berthon_jones 2025-10-03T03:36Z 2210 followers, XXX engagements
"$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 2213 followers, XXX engagements
"Aus unemployment rises a little. As usual our friend the participation rate does make for a part of the story climbing to 67%. Very slight miss relative to the expectation. Still seems fair to say there's been some loss of momentum in the jobs data and that's slightly"
X Link @berthon_jones 2025-10-16T01:48Z 2213 followers, XXX engagements
".at odds with the data on loan growth/credit growth retail sales/spending intentions data and things like building approvals. You could throw in the August results commentary from retailers and arrears rates from banks also. Interesting stuff"
X Link @berthon_jones 2025-10-16T01:49Z 2211 followers, XXX engagements
"@ZacGross @JosephPolitano I sometimes get a little confused because Ive seen a lot of very prominent economists make the point that Joey rebuts which is odd because it seems like a straightforward analysis/interpretation/conclusion"
X Link @berthon_jones 2025-10-18T00:54Z 2213 followers, XX engagements