[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, $cslax, stocks the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::3511692614/interactions)  - X Week XXXXX -XXXX% - X Month XXXXXX -XX% - X Months XXXXXXX +6.80% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::3511692614/posts_active)  - X Week XX -XXXX% - X Month XXX -XX% - X Months XXX +15% - X Year XXX +0.16% ### Followers: XXXXX [#](/creator/twitter::3511692614/followers)  - X Week XXXXX no change - X Month XXXXX -XXXX% - X Months XXXXX +6.30% - X Year XXXXX +5.50% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::3511692614/influencer_rank)  ### Social Influence [#](/creator/twitter::3511692614/influence) --- **Social category influence** [finance](/list/finance) XXX% [countries](/list/countries) XXXX% [stocks](/list/stocks) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [$wdsax](/topic/$wdsax) #2, [$stoax](/topic/$stoax) 1.56%, [$cslax](/topic/$cslax) #3, [stocks](/topic/stocks) 1.04%, [$tweax](/topic/$tweax) #1, [$wds](/topic/$wds) #4, [$azj](/topic/$azj) #1, [$whcax](/topic/$whcax) 0.78%, [balance sheet](/topic/balance-sheet) #2021, [$azjax](/topic/$azjax) #7 **Top accounts mentioned or mentioned by** [@nrossett](/creator/undefined) [@bowtiedstocks](/creator/undefined) [@mondyinvest](/creator/undefined) [@abroninvestor](/creator/undefined) [@antipodeanmacro](/creator/undefined) [@davidhannan1963](/creator/undefined) [@bricho](/creator/undefined) [@bjrw7](/creator/undefined) [@adcha91](/creator/undefined) [@zacgross](/creator/undefined) [@slexander_coys](/creator/undefined) [@nicholasheffer9](/creator/undefined) [@thetranscript](/creator/undefined) [@jasonfurman](/creator/undefined) [@josephpolitano](/creator/undefined) [@noicewon11](/creator/undefined) [@tomkinsoncap](/creator/undefined) [@downundervalue](/creator/undefined) [@ruethewhirl551](/creator/undefined) [@blackswan2023](/creator/undefined) **Top assets mentioned** [AT&T Inc. (T)](/topic/$t) [Carlisle Companies, Inc. (CSL)](/topic/$csl) ### Top Social Posts [#](/creator/twitter::3511692614/posts) --- Top posts by engagements in the last XX hours "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 2211 followers, 2560 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 2211 followers, 1501 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](https://x.com/berthon_jones/status/1960485015537770770) [@berthon_jones](/creator/x/berthon_jones) 2025-08-26T23:30Z 2211 followers, XXX 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 2210 followers, XXX 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 2210 followers, XXX 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 2210 followers, XXX 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 2210 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 2210 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 2211 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 2211 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 2211 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 2211 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 2211 followers, 1055 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 2211 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" [X Link](https://x.com/berthon_jones/status/1885102831725928800) [@berthon_jones](/creator/x/berthon_jones) 2025-01-30T23:08Z 2211 followers, 1027 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. $BRG.AX trades at 30x for example" [X Link](https://x.com/berthon_jones/status/1937286800206352568) [@berthon_jones](/creator/x/berthon_jones) 2025-06-23T23:09Z 2211 followers, 1197 engagements "$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](https://x.com/berthon_jones/status/1955448965601825027) [@berthon_jones](/creator/x/berthon_jones) 2025-08-13T01:58Z 2211 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 2211 followers, 1450 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 2210 followers, 8533 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](https://x.com/berthon_jones/status/1961204797346124220) [@berthon_jones](/creator/x/berthon_jones) 2025-08-28T23:10Z 2211 followers, XXX engagements "Hmm just what you'd want to hear if you are an $REA.AX shareholder" [X Link](https://x.com/berthon_jones/status/1962401157642641697) [@berthon_jones](/creator/x/berthon_jones) 2025-09-01T06:24Z 2211 followers, 2544 engagements "Interesting chart from @AntipodeanMacro. It would suggest that stocks that derive revenues from government related infrastructure spend have something of a headwind on this frame at least loosely thinking of $VNT.AX or $SGH.AX or $DOW.AX to varying degrees" [X Link](https://x.com/berthon_jones/status/1962741133928473082) [@berthon_jones](/creator/x/berthon_jones) 2025-09-02T04:55Z 2211 followers, XXX engagements "The story builds. Office aint dead and likely so good gains to be made for those with good quality well located assets. $DXS.AX $MGR.AX $LLC.AX" [X Link](https://x.com/berthon_jones/status/1962808451547177145) [@berthon_jones](/creator/x/berthon_jones) 2025-09-02T09:22Z 2211 followers, XXX engagements "Clear as mud unfortunately. See @jasonfurman great graphs below (& thread from which I took it). The freight & shipping guy is telling us it's apocalyptic out there housing is frozen jobs data ordinary packaging companies trading like it's a recession. Then this pops up" [X Link](https://x.com/berthon_jones/status/1971355036782559241) [@berthon_jones](/creator/x/berthon_jones) 2025-09-25T23:24Z 2211 followers, XXX engagements "$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 2210 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](https://x.com/berthon_jones/status/1977518102238896210) [@berthon_jones](/creator/x/berthon_jones) 2025-10-12T23:33Z 2211 followers, XXX engagements "Not the biggest of deals but $STO.AX cutting their production guidance does add a little pressure to their existing woes (ADNOC falling over current near term outlook for oil and gas)" [X Link](https://x.com/berthon_jones/status/1978595299196281080) [@berthon_jones](/creator/x/berthon_jones) 2025-10-15T22:54Z 2209 followers, 1166 engagements "$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 2211 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 2209 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 2209 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 2210 followers, 1363 engagements "The mighty $CSL.AX $CSL out with a strong set of numbers in an absolute sense (double digit growth) but street is still ahead of that FY25 number. Plasma margin recovery story (8 point plan) proceeding apace" [X Link](https://x.com/berthon_jones/status/1823121930054230362) [@berthon_jones](/creator/x/berthon_jones) 2024-08-12T22:18Z 2210 followers, 2001 engagements "Brave new world seeing a mix of valuation metrics like that below for $CSL.AX. You'd not easily guess this is a stock that grew earnings by XX% last year and is guiding 7-10% this year or that the market PE is 20x" [X Link](https://x.com/berthon_jones/status/1960130576176107935) [@berthon_jones](/creator/x/berthon_jones) 2025-08-26T00:02Z 2210 followers, XXX engagements "$CSL.AX trying to remind a very nervous market that they'll only be paying up for drugs that prove their clinical promise" [X Link](https://x.com/berthon_jones/status/1967765215518638210) [@berthon_jones](/creator/x/berthon_jones) 2025-09-16T01:39Z 2210 followers, XXX engagements "End of an era with Colin stepping down after XX years. $SHL.AX. However frustrating the recent share price performance the overall journey from one lab to 3rd largest global player is pretty extraordinary" [X Link](https://x.com/berthon_jones/status/1970990049862041716) [@berthon_jones](/creator/x/berthon_jones) 2025-09-24T23:13Z 2210 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, 1015 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 "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 2209 followers, XXX engagements "Of the past year $WDS.AX has underindexed just about everyone on par with the disasterous BP which just doesn't make a lot of sense to me. One is growing production with good returns and a strong balance sheet + a sustainable div the other one is" [X Link](https://x.com/berthon_jones/status/1860885467690103077) [@berthon_jones](/creator/x/berthon_jones) 2024-11-25T03:17Z 2210 followers, XXX engagements "$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 2210 followers, 3245 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 2210 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 2210 followers, 5646 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 2210 followers, 1111 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 2210 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 2211 followers, XX 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 David Berthon-Jones
David Berthon-Jones posts on X about $wdsax, $stoax, $cslax, 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 #
- X Week XXXXX -XXXX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +6.80%
- 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 no change
- X Month XXXXX -XXXX%
- X Months XXXXX +6.30%
- X Year XXXXX +5.50%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXX% countries XXXX% stocks XXXX% travel destinations XXXX%
Social topic influence $wdsax #2, $stoax 1.56%, $cslax #3, stocks 1.04%, $tweax #1, $wds #4, $azj #1, $whcax 0.78%, balance sheet #2021, $azjax #7
Top accounts mentioned or mentioned by @nrossett @bowtiedstocks @mondyinvest @abroninvestor @antipodeanmacro @davidhannan1963 @bricho @bjrw7 @adcha91 @zacgross @slexander_coys @nicholasheffer9 @thetranscript @jasonfurman @josephpolitano @noicewon11 @tomkinsoncap @downundervalue @ruethewhirl551 @blackswan2023
Top assets mentioned AT&T Inc. (T) Carlisle Companies, Inc. (CSL)
Top Social Posts #
Top posts by engagements in the last XX hours
"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 2211 followers, 2560 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 2211 followers, 1501 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 2211 followers, XXX 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 2210 followers, XXX 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 2210 followers, XXX 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 2210 followers, XXX 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 2210 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 2210 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 2211 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 2211 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 2211 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 2211 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 2211 followers, 1055 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 2211 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"
X Link @berthon_jones 2025-01-30T23:08Z 2211 followers, 1027 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. $BRG.AX trades at 30x for example"
X Link @berthon_jones 2025-06-23T23:09Z 2211 followers, 1197 engagements
"$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 2211 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 2211 followers, 1450 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 2210 followers, 8533 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 2211 followers, XXX engagements
"Hmm just what you'd want to hear if you are an $REA.AX shareholder"
X Link @berthon_jones 2025-09-01T06:24Z 2211 followers, 2544 engagements
"Interesting chart from @AntipodeanMacro. It would suggest that stocks that derive revenues from government related infrastructure spend have something of a headwind on this frame at least loosely thinking of $VNT.AX or $SGH.AX or $DOW.AX to varying degrees"
X Link @berthon_jones 2025-09-02T04:55Z 2211 followers, XXX engagements
"The story builds. Office aint dead and likely so good gains to be made for those with good quality well located assets. $DXS.AX $MGR.AX $LLC.AX"
X Link @berthon_jones 2025-09-02T09:22Z 2211 followers, XXX engagements
"Clear as mud unfortunately. See @jasonfurman great graphs below (& thread from which I took it). The freight & shipping guy is telling us it's apocalyptic out there housing is frozen jobs data ordinary packaging companies trading like it's a recession. Then this pops up"
X Link @berthon_jones 2025-09-25T23:24Z 2211 followers, XXX engagements
"$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 2210 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 2211 followers, XXX engagements
"Not the biggest of deals but $STO.AX cutting their production guidance does add a little pressure to their existing woes (ADNOC falling over current near term outlook for oil and gas)"
X Link @berthon_jones 2025-10-15T22:54Z 2209 followers, 1166 engagements
"$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 2211 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 2209 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 2209 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 2210 followers, 1363 engagements
"The mighty $CSL.AX $CSL out with a strong set of numbers in an absolute sense (double digit growth) but street is still ahead of that FY25 number. Plasma margin recovery story (8 point plan) proceeding apace"
X Link @berthon_jones 2024-08-12T22:18Z 2210 followers, 2001 engagements
"Brave new world seeing a mix of valuation metrics like that below for $CSL.AX. You'd not easily guess this is a stock that grew earnings by XX% last year and is guiding 7-10% this year or that the market PE is 20x"
X Link @berthon_jones 2025-08-26T00:02Z 2210 followers, XXX engagements
"$CSL.AX trying to remind a very nervous market that they'll only be paying up for drugs that prove their clinical promise"
X Link @berthon_jones 2025-09-16T01:39Z 2210 followers, XXX engagements
"End of an era with Colin stepping down after XX years. $SHL.AX. However frustrating the recent share price performance the overall journey from one lab to 3rd largest global player is pretty extraordinary"
X Link @berthon_jones 2025-09-24T23:13Z 2210 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, 1015 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
"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 2209 followers, XXX engagements
"Of the past year $WDS.AX has underindexed just about everyone on par with the disasterous BP which just doesn't make a lot of sense to me. One is growing production with good returns and a strong balance sheet + a sustainable div the other one is"
X Link @berthon_jones 2024-11-25T03:17Z 2210 followers, XXX engagements
"$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 2210 followers, 3245 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 2210 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 2210 followers, 5646 engagements
"Noting sanity prevailing for $WDS.AX $WDS in the local market"
X Link @berthon_jones 2025-05-28T06:26Z 2210 followers, 1111 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 2210 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 2211 followers, XX engagements