[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 $stoax, $cbaax, $wdsax, balance sheet the most. They currently have XXXXX followers and 1054 posts still getting attention that total XX engagements in the last XX hours. ### Engagements: XX [#](/creator/twitter::3511692614/interactions)  - X Week XXXXX +174% - X Month XXXXXX -XX% - X Months XXXXXX -XXXX% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::3511692614/posts_active)  ### Followers: XXXXX [#](/creator/twitter::3511692614/followers)  - X Week XXXXX +0.28% - X Month XXXXX +0.47% - X Months XXXXX +5.60% - X Year XXXXX +7.40% ### CreatorRank: undefined [#](/creator/twitter::3511692614/influencer_rank)  ### Social Influence [#](/creator/twitter::3511692614/influence) --- **Social category influence** [finance](/list/finance) [travel destinations](/list/travel-destinations) **Social topic influence** [$stoax](/topic/$stoax), [$cbaax](/topic/$cbaax), [$wdsax](/topic/$wdsax), [balance sheet](/topic/balance-sheet), [cba](/topic/cba), [$cba](/topic/$cba), [$nab](/topic/$nab), [$nabax](/topic/$nabax), [tariffs](/topic/tariffs), [$wds](/topic/$wds) ### Top Social Posts [#](/creator/twitter::3511692614/posts) --- Top posts by engagements in the last XX hours "$CBA.AX $CBA NIMs are good but middle of the global pack. It's ROE's are good but others are quite a bit higher e.g. $JPM.US. It's loan book is sizeable but certainly not thie biggest. And yet the valuation differential is half way off the chart"  [@berthon_jones](/creator/x/berthon_jones) on [X](/post/tweet/1930407148070350940) 2025-06-04 23:31:43 UTC 2139 followers, XXX engagements "$NAB.AX $NAB another good example of a bank where the profit growth is either slightly higher flat or negative depending on your frame. Financials stormed ahead over the past year; whilst I think the result is "fine" it again demonstrates the difficulty in understanding the run"  [@berthon_jones](/creator/x/berthon_jones) on [X](/post/tweet/1919878913393820147) 2025-05-06 22:16:17 UTC 2141 followers, 1536 engagements "Macroeconomic uncertainty starting to impact local Aussie names firstly & mildly $BXB.AX which narrowed the sales growth outlook from 4-6% to 4-5% as consumer demand/consumer uncertainty associated with the tariffs weighs. Then $FLT.AX which was much more material"  [@berthon_jones](/creator/x/berthon_jones) on [X](/post/tweet/1916634554762408422) 2025-04-27 23:24:21 UTC 2141 followers, XXX 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"  [@berthon_jones](/creator/x/berthon_jones) on [X](/post/tweet/1822750890622865419) 2024-08-11 21:44:12 UTC 2141 followers, 1178 engagements "@nrossett I hope so but as a fundamentals guy Im a gonna want to see eps outlooks improving come August"  [@berthon_jones](/creator/x/berthon_jones) on [X](/post/tweet/1941645316656361752) 2025-07-05 23:48:12 UTC 2141 followers, XX engagements "A whole bunch of punting would appear neccessary given industry profitability has been decimated and even before COVID eps growth has been scant. $RHC.AX $RHC. CEO clearing the decks and accountability for a share price in the low 30s that's followed the earnings"  [@berthon_jones](/creator/x/berthon_jones) on [X](/post/tweet/1885102831725928800) 2025-01-30 23:08:33 UTC 2141 followers, XXX engagements "Both $STO.AX and $WDS.AX have fallen into the sea given oil prices trade and tariff wars. But both have had good recent company specific news. STO is close to a capex inflection point with a key project finishing this year. And WDS have found offtakes + major partners"  [@berthon_jones](/creator/x/berthon_jones) on [X](/post/tweet/1912663264796008592) 2025-04-17 00:23:52 UTC 2141 followers, 5562 engagements "With the oil stocks it's hard to go past this. Yes lots of company specific stuff (cost margin cashflows balance sheet production guidance etc). But if you think oil demand is still robust in 2040 let alone 2050 these things are massively undervalued. $WDS.AX $WDS $STO.AX"  [@berthon_jones](/creator/x/berthon_jones) on [X](/post/tweet/1919906743842144400) 2025-05-07 00:06:52 UTC 2140 followers, 2218 engagements "On the face of it this $LLC.AX announcement is quite positive. But no mention of the possible mandate losses to $MGR.AX that the Aus and AFR have been tabling. Seems like something worth discussing given they mention the $1.5bn of new mandate wins that support FUM growth"  [@berthon_jones](/creator/x/berthon_jones) on [X](/post/tweet/1945386396585484345) 2025-07-16 07:33:55 UTC 2139 followers, XXX engagements "Given the market just hit all-time highs and trades richly you can make an argument for taking profits on some of the recent winners (thinking of the unstoppable run of $CBA.AX which continues to defy logic imv)"  [@berthon_jones](/creator/x/berthon_jones) on [X](/post/tweet/1945659729566638269) 2025-07-17 01:40:02 UTC 2140 followers, XXX engagements "All things considered US reporting season is once again not giving bears much to go on. Banks were good operationally consumer staples + discretionary (everything from airlines to clothes to groceries) likewise looking good despite the macro headwinds associated with tariffs"  [@berthon_jones](/creator/x/berthon_jones) on [X](/post/tweet/1946099414126506446) 2025-07-18 06:47:11 UTC 2141 followers, XXX engagements "Still a surprising disconnect to me. $TWE.AX. Share prices follow earnings and it is certainly possible those earnings wind up a lot lower but as it stands it's growing. Just the amount it expected to grow is less (hence the forward EPS estimates drop)"  [@berthon_jones](/creator/x/berthon_jones) on [X](/post/tweet/1938422807064608846) 2025-06-27 02:23:06 UTC 2141 followers, XXX engagements "Was not quite expecting the bounce below for $ADH relative to when it opened this morning (down initially to $XXXX but finishing at $1.49.)"  [@berthon_jones](/creator/x/berthon_jones) on [X](/post/tweet/1727942011259641890) 2023-11-24 06:47:33 UTC 2138 followers, XXX engagements "Given the wettest three month period in XX years the $WHC.AX $WHC ability to maintain smooth/continuous/uninterrupted operations is pretty impressive. Guidance maintained"  [@berthon_jones](/creator/x/berthon_jones) on [X](/post/tweet/1929677856071995639) 2025-06-02 23:13:47 UTC 2139 followers, 1182 engagements "Looks a bit dramatic the trend in Aussie employment growth just by having the two flat months back to back. Participation rate moving up is at least 10bps of it I suppose. Still "line go up" equates to bad generally speaking for the unemployment series"  [@berthon_jones](/creator/x/berthon_jones) on [X](/post/tweet/1945659445410939360) 2025-07-17 01:38:55 UTC 2140 followers, XXX engagements "Early days yet for MOCN for $TPG.AX but hard to argue with the fast start"  [@berthon_jones](/creator/x/berthon_jones) on [X](/post/tweet/1896408214612459885) 2025-03-03 03:52:06 UTC 2139 followers, XXX engagements "Not that Santos $STO.AX has been a smooth ride but the below is what we had in mind (as oil seems to be +11% today)"  [@berthon_jones](/creator/x/berthon_jones) on [X](/post/tweet/1933362422401937735) 2025-06-13 03:14:56 UTC 2138 followers, 1942 engagements "Gee I thought the $NAB.AX $NAB update on credit quality (well arrears) was a little ordinary but not much market commentary on it. It does all hinge on house prices not falling and Sydney has rolled over a bit Melbourne also less that stellar. A rates shock associated with"  [@berthon_jones](/creator/x/berthon_jones) on [X](/post/tweet/1854402211507573045) 2024-11-07 05:55:15 UTC 2141 followers, XXX engagements "Hard to see why you would bother with a $CRN.AX when $SMR.AX $WHC.AX $NHC.AX and friends are right there. You'd make very good money as opposed to awesome money if all those names get through the current cyclical lows but you wouldn't face oblivion if the lows drag on"  [@berthon_jones](/creator/x/berthon_jones) on [X](/post/tweet/1923209440599154719) 2025-05-16 02:50:36 UTC 2139 followers, 2468 engagements "Still not obviously cheap today either. $IEL.AX"  [@berthon_jones](/creator/x/berthon_jones) on [X](/post/tweet/1859439322975568279) 2024-11-21 03:30:55 UTC 2140 followers, 1416 engagements "When the line goes vertical or near vertical you know you have a problem. (mind you the number one problem thus far has been not owning it but there you are). $CBA.AX $CBA. Forward PE of 30x. Brisk to say the least"  [@berthon_jones](/creator/x/berthon_jones) on [X](/post/tweet/1935888991011880973) 2025-06-20 02:34:37 UTC 2140 followers, 1261 engagements "$STO.AX is a simple story for us. Production play that's highly cash generative with a solid balance sheet trading at a reasonable price. A hedge against geopolitical risk (of the sort where oil and gas prices suddenly rocket). Projects on track & near enough to the finsh line"  [@berthon_jones](/creator/x/berthon_jones) on [X](/post/tweet/1813824171841036396) 2024-07-18 06:32:36 UTC 2138 followers, 3490 engagements "Noting sanity prevailing for $WDS.AX $WDS in the local market"  [@berthon_jones](/creator/x/berthon_jones) on [X](/post/tweet/1927612415732257057) 2025-05-28 06:26:27 UTC 2139 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 David Berthon-Jones
David Berthon-Jones posts on X about $stoax, $cbaax, $wdsax, balance sheet the most. They currently have XXXXX followers and 1054 posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXXXX +174%
- X Month XXXXXX -XX%
- X Months XXXXXX -XXXX%
- X Year XXXXXXX -XX%
Mentions: XX #
Followers: XXXXX #
- X Week XXXXX +0.28%
- X Month XXXXX +0.47%
- X Months XXXXX +5.60%
- X Year XXXXX +7.40%
CreatorRank: undefined #
Social Influence #
Social category influence finance travel destinations
Social topic influence $stoax, $cbaax, $wdsax, balance sheet, cba, $cba, $nab, $nabax, tariffs, $wds
Top Social Posts #
Top posts by engagements in the last XX hours
"$CBA.AX $CBA NIMs are good but middle of the global pack. It's ROE's are good but others are quite a bit higher e.g. $JPM.US. It's loan book is sizeable but certainly not thie biggest. And yet the valuation differential is half way off the chart"
@berthon_jones on X 2025-06-04 23:31:43 UTC 2139 followers, XXX engagements
"$NAB.AX $NAB another good example of a bank where the profit growth is either slightly higher flat or negative depending on your frame. Financials stormed ahead over the past year; whilst I think the result is "fine" it again demonstrates the difficulty in understanding the run" @berthon_jones on X 2025-05-06 22:16:17 UTC 2141 followers, 1536 engagements
"Macroeconomic uncertainty starting to impact local Aussie names firstly & mildly $BXB.AX which narrowed the sales growth outlook from 4-6% to 4-5% as consumer demand/consumer uncertainty associated with the tariffs weighs. Then $FLT.AX which was much more material" @berthon_jones on X 2025-04-27 23:24:21 UTC 2141 followers, XXX 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" @berthon_jones on X 2024-08-11 21:44:12 UTC 2141 followers, 1178 engagements
"@nrossett I hope so but as a fundamentals guy Im a gonna want to see eps outlooks improving come August" @berthon_jones on X 2025-07-05 23:48:12 UTC 2141 followers, XX engagements
"A whole bunch of punting would appear neccessary given industry profitability has been decimated and even before COVID eps growth has been scant. $RHC.AX $RHC. CEO clearing the decks and accountability for a share price in the low 30s that's followed the earnings" @berthon_jones on X 2025-01-30 23:08:33 UTC 2141 followers, XXX engagements
"Both $STO.AX and $WDS.AX have fallen into the sea given oil prices trade and tariff wars. But both have had good recent company specific news. STO is close to a capex inflection point with a key project finishing this year. And WDS have found offtakes + major partners" @berthon_jones on X 2025-04-17 00:23:52 UTC 2141 followers, 5562 engagements
"With the oil stocks it's hard to go past this. Yes lots of company specific stuff (cost margin cashflows balance sheet production guidance etc). But if you think oil demand is still robust in 2040 let alone 2050 these things are massively undervalued. $WDS.AX $WDS $STO.AX" @berthon_jones on X 2025-05-07 00:06:52 UTC 2140 followers, 2218 engagements
"On the face of it this $LLC.AX announcement is quite positive. But no mention of the possible mandate losses to $MGR.AX that the Aus and AFR have been tabling. Seems like something worth discussing given they mention the $1.5bn of new mandate wins that support FUM growth" @berthon_jones on X 2025-07-16 07:33:55 UTC 2139 followers, XXX engagements
"Given the market just hit all-time highs and trades richly you can make an argument for taking profits on some of the recent winners (thinking of the unstoppable run of $CBA.AX which continues to defy logic imv)" @berthon_jones on X 2025-07-17 01:40:02 UTC 2140 followers, XXX engagements
"All things considered US reporting season is once again not giving bears much to go on. Banks were good operationally consumer staples + discretionary (everything from airlines to clothes to groceries) likewise looking good despite the macro headwinds associated with tariffs" @berthon_jones on X 2025-07-18 06:47:11 UTC 2141 followers, XXX engagements
"Still a surprising disconnect to me. $TWE.AX. Share prices follow earnings and it is certainly possible those earnings wind up a lot lower but as it stands it's growing. Just the amount it expected to grow is less (hence the forward EPS estimates drop)" @berthon_jones on X 2025-06-27 02:23:06 UTC 2141 followers, XXX engagements
"Was not quite expecting the bounce below for $ADH relative to when it opened this morning (down initially to $XXXX but finishing at $1.49.)" @berthon_jones on X 2023-11-24 06:47:33 UTC 2138 followers, XXX engagements
"Given the wettest three month period in XX years the $WHC.AX $WHC ability to maintain smooth/continuous/uninterrupted operations is pretty impressive. Guidance maintained" @berthon_jones on X 2025-06-02 23:13:47 UTC 2139 followers, 1182 engagements
"Looks a bit dramatic the trend in Aussie employment growth just by having the two flat months back to back. Participation rate moving up is at least 10bps of it I suppose. Still "line go up" equates to bad generally speaking for the unemployment series" @berthon_jones on X 2025-07-17 01:38:55 UTC 2140 followers, XXX engagements
"Early days yet for MOCN for $TPG.AX but hard to argue with the fast start" @berthon_jones on X 2025-03-03 03:52:06 UTC 2139 followers, XXX engagements
"Not that Santos $STO.AX has been a smooth ride but the below is what we had in mind (as oil seems to be +11% today)" @berthon_jones on X 2025-06-13 03:14:56 UTC 2138 followers, 1942 engagements
"Gee I thought the $NAB.AX $NAB update on credit quality (well arrears) was a little ordinary but not much market commentary on it. It does all hinge on house prices not falling and Sydney has rolled over a bit Melbourne also less that stellar. A rates shock associated with" @berthon_jones on X 2024-11-07 05:55:15 UTC 2141 followers, XXX engagements
"Hard to see why you would bother with a $CRN.AX when $SMR.AX $WHC.AX $NHC.AX and friends are right there. You'd make very good money as opposed to awesome money if all those names get through the current cyclical lows but you wouldn't face oblivion if the lows drag on" @berthon_jones on X 2025-05-16 02:50:36 UTC 2139 followers, 2468 engagements
"Still not obviously cheap today either. $IEL.AX" @berthon_jones on X 2024-11-21 03:30:55 UTC 2140 followers, 1416 engagements
"When the line goes vertical or near vertical you know you have a problem. (mind you the number one problem thus far has been not owning it but there you are). $CBA.AX $CBA. Forward PE of 30x. Brisk to say the least" @berthon_jones on X 2025-06-20 02:34:37 UTC 2140 followers, 1261 engagements
"$STO.AX is a simple story for us. Production play that's highly cash generative with a solid balance sheet trading at a reasonable price. A hedge against geopolitical risk (of the sort where oil and gas prices suddenly rocket). Projects on track & near enough to the finsh line" @berthon_jones on X 2024-07-18 06:32:36 UTC 2138 followers, 3490 engagements
"Noting sanity prevailing for $WDS.AX $WDS in the local market" @berthon_jones on X 2025-05-28 06:26:27 UTC 2139 followers, XXX engagements