[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, $wds, $whcax the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::3511692614/interactions)  - X Week XXXXX +178% - X Month XXXXXX +4.30% - X Months XXXXXXX +9.30% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::3511692614/posts_active)  - X Week XX -XXXX% - X Month XXX -XX% - X Months XXX +16% - X Year XXX -XXXX% ### Followers: XXXXX [#](/creator/twitter::3511692614/followers)  - X Week XXXXX +0.23% - X Month XXXXX -XXXX% - X Months XXXXX +6.20% - X Year XXXXX +5.60% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::3511692614/influencer_rank)  ### Social Influence [#](/creator/twitter::3511692614/influence) --- **Social category influence** [finance](/list/finance) XXXX% [countries](/list/countries) XXXX% [travel destinations](/list/travel-destinations) XXXX% [stocks](/list/stocks) XXXX% **Social topic influence** [$wdsax](/topic/$wdsax) #3, [$stoax](/topic/$stoax) #1816, [$wds](/topic/$wds) #6, [$whcax](/topic/$whcax) #9, [$ielax](/topic/$ielax) 0.83%, [stocks](/topic/stocks) 0.83%, [$wbcax](/topic/$wbcax) #2, [momentum](/topic/momentum) 0.41%, [pricing](/topic/pricing) 0.41%, [$bhpax](/topic/$bhpax) XXXX% **Top accounts mentioned or mentioned by** [@nrossett](/creator/undefined) [@bowtiedstocks](/creator/undefined) [@mondyinvest](/creator/undefined) [@abroninvestor](/creator/undefined) [@antipodeanmacro](/creator/undefined) [@zacgross](/creator/undefined) [@slexander_coys](/creator/undefined) [@thetranscript](/creator/undefined) [@davidhannan1963](/creator/undefined) [@bricho](/creator/undefined) [@bjrw7](/creator/undefined) [@josephpolitano](/creator/undefined) [@jasonfurman](/creator/undefined) [@tomkinsoncap](/creator/undefined) [@downundervalue](/creator/undefined) [@noicewon11](/creator/undefined) [@ruethewhirl551](/creator/undefined) [@blackswan2023](/creator/undefined) [@k311126](/creator/undefined) [@nicholasheffer9](/creator/undefined) **Top assets mentioned** [AT&T Inc. (T)](/topic/$t) ### Top Social Posts [#](/creator/twitter::3511692614/posts) --- Top posts by engagements in the last XX hours "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 "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 "Not a good day for anything in commodity land but if $BHP.AX and $RIO.AX are off this much imagine what poor old $MIN.AX is gonna look like at 10am" [X Link](https://x.com/berthon_jones/status/1831071069459103760) [@berthon_jones](/creator/x/berthon_jones) 2024-09-03T20:45Z 2214 followers, 1704 engagements "Depending on how closely you follow the ASX some of the names underpinning the "AI/data-centre/energy" names getting the rug pull. Weaker China macro lurking in the background also. But $GMG.AX $NXT.AX and some of the uranium plays mixed up in there" [X Link](https://x.com/berthon_jones/status/1884028478439457213) [@berthon_jones](/creator/x/berthon_jones) 2025-01-27T23:59Z 2214 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 2214 followers, 1017 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](https://x.com/berthon_jones/status/1973889176094564467) [@berthon_jones](/creator/x/berthon_jones) 2025-10-02T23:13Z 2214 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 2217 followers, 1367 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 2217 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 2217 followers, XXX engagements "Good quarterly result from Woodies $WDS.AX $WDS production at upper end of guidance capex at lower end. World needs energy" [X Link](https://x.com/berthon_jones/status/1881843039783772476) [@berthon_jones](/creator/x/berthon_jones) 2025-01-21T23:15Z 2217 followers, 2242 engagements "$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 2217 followers, 3255 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 2217 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 2217 followers, 5652 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 2217 followers, 2605 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 2217 followers, 1126 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. $BRG.AX trades at 30x for example" [X Link](https://x.com/berthon_jones/status/1937286800206352568) [@berthon_jones](/creator/x/berthon_jones) 2025-06-23T23:09Z 2216 followers, 1199 engagements "$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](https://x.com/berthon_jones/status/1957205237439324474) [@berthon_jones](/creator/x/berthon_jones) 2025-08-17T22:17Z 2215 followers, 1046 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 2215 followers, 1476 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 2215 followers, 8582 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 2217 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 2215 followers, XXX engagements "Back to last weeks APRA data $WBC.AX and $MQG.AX going quite hard on their respective targets. $JDO.AX perfectly respectable but hard to deny that competition is intense out there. YoY changes" [X Link](https://x.com/berthon_jones/status/1973955408630067256) [@berthon_jones](/creator/x/berthon_jones) 2025-10-03T03:36Z 2216 followers, XXX engagements "$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 2217 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 2215 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 2215 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 2217 followers, 1106 engagements "Good production update from $WDS.AX. Couple of major growth projects nearing completion also" [X Link](https://x.com/berthon_jones/status/1980759975644504418) [@berthon_jones](/creator/x/berthon_jones) 2025-10-21T22:15Z 2216 followers, XXX engagements
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@berthon_jones David Berthon-Jones
David Berthon-Jones posts on X about $wdsax, $stoax, $wds, $whcax 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 +178%
- X Month XXXXXX +4.30%
- X Months XXXXXXX +9.30%
- X Year XXXXXXX -XX%
Mentions: XX #
- X Week XX -XXXX%
- X Month XXX -XX%
- X Months XXX +16%
- X Year XXX -XXXX%
Followers: XXXXX #
- X Week XXXXX +0.23%
- X Month XXXXX -XXXX%
- X Months XXXXX +6.20%
- X Year XXXXX +5.60%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXX% countries XXXX% travel destinations XXXX% stocks XXXX%
Social topic influence $wdsax #3, $stoax #1816, $wds #6, $whcax #9, $ielax 0.83%, stocks 0.83%, $wbcax #2, momentum 0.41%, pricing 0.41%, $bhpax XXXX%
Top accounts mentioned or mentioned by @nrossett @bowtiedstocks @mondyinvest @abroninvestor @antipodeanmacro @zacgross @slexander_coys @thetranscript @davidhannan1963 @bricho @bjrw7 @josephpolitano @jasonfurman @tomkinsoncap @downundervalue @noicewon11 @ruethewhirl551 @blackswan2023 @k311126 @nicholasheffer9
Top assets mentioned AT&T Inc. (T)
Top Social Posts #
Top posts by engagements in the last XX hours
"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
"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
"Not a good day for anything in commodity land but if $BHP.AX and $RIO.AX are off this much imagine what poor old $MIN.AX is gonna look like at 10am"
X Link @berthon_jones 2024-09-03T20:45Z 2214 followers, 1704 engagements
"Depending on how closely you follow the ASX some of the names underpinning the "AI/data-centre/energy" names getting the rug pull. Weaker China macro lurking in the background also. But $GMG.AX $NXT.AX and some of the uranium plays mixed up in there"
X Link @berthon_jones 2025-01-27T23:59Z 2214 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 2214 followers, 1017 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 2214 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 2217 followers, 1367 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 2217 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 2217 followers, XXX engagements
"Good quarterly result from Woodies $WDS.AX $WDS production at upper end of guidance capex at lower end. World needs energy"
X Link @berthon_jones 2025-01-21T23:15Z 2217 followers, 2242 engagements
"$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 2217 followers, 3255 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 2217 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 2217 followers, 5652 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 2217 followers, 2605 engagements
"Noting sanity prevailing for $WDS.AX $WDS in the local market"
X Link @berthon_jones 2025-05-28T06:26Z 2217 followers, 1126 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. $BRG.AX trades at 30x for example"
X Link @berthon_jones 2025-06-23T23:09Z 2216 followers, 1199 engagements
"$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 2215 followers, 1046 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 2215 followers, 1476 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 2215 followers, 8582 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 2217 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 2215 followers, XXX engagements
"Back to last weeks APRA data $WBC.AX and $MQG.AX going quite hard on their respective targets. $JDO.AX perfectly respectable but hard to deny that competition is intense out there. YoY changes"
X Link @berthon_jones 2025-10-03T03:36Z 2216 followers, XXX engagements
"$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 2217 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 2215 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 2215 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 2217 followers, 1106 engagements
"Good production update from $WDS.AX. Couple of major growth projects nearing completion also"
X Link @berthon_jones 2025-10-21T22:15Z 2216 followers, XXX engagements