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WPL, WOODSIDE PETROLEUM LIMITED
nipper
post Posted: Sep 14 2021, 03:56 PM
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BHP has disclosed provisions for remediation in its petroleum business to be sold to Woodside Petroleum at $US3.9 billion, lower than some analysts expected. Property plant and equipment and closure provisions come to approximately $US11.9 billion.

BHP said the deal should unlock synergies, value and choice for BHP shareholders, and reiterated that on completion BHP shareholders would own about 48 per cent of the combined business, with Woodside investors holding the rest.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

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ShareCafe Admin
post Posted: Aug 19 2021, 10:08 AM
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New article up.

Profit Briefs: OZL, WPL

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Admin

 
nipper
post Posted: Aug 16 2021, 10:55 AM
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In Reply To: ShareCafe Admin's post @ Jul 16 2021, 09:56 AM

and this will be big, when the full details emerge.

BHP Group has confirmed it is in discussions with Woodside Petroleum over the sale of its petroleum assets.

QUOTE
BHP confirms that we have initiated a strategic review of our Petroleum business to reassess its position and long-term strategic fit in the BHP portfolio.

A number of options are being evaluated. One option is a potential merger of the petroleum business with Woodside Petroleum and a distribution of Woodside shares to BHP shareholders.

We confirm that we have been in discussions with Woodside. While discussions between the parties are currently progressing, no agreement has been reached on any such transaction.




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
ShareCafe Admin
post Posted: Jul 16 2021, 09:56 AM
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New WPL article up.

LNG Surge Fuels Woodside Revenue Surprise

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Admin


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early birds
post Posted: Jul 6 2021, 10:31 AM
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AFR screaming for WPL for two days [ buy buy buy, ]

pumped up SP up more than a buck within two days, some thing to watch for !! ohmy.gif




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nipper
post Posted: Jan 22 2021, 10:07 AM
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from the front page

Short-Term Gain, Longer-Term Pain for Santos, Woodside


https://www.sharecafe.com.au/2021/01/21/sho...antos-woodside/



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 


nipper
post Posted: Oct 27 2020, 09:08 AM
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Morningstar has come out with Australian Energy Stocks are Cheap and WPL is the cheapest of the lot
QUOTE
Australian E&Ps Ideally Placed to Emerge From Coronavirus Meltdown

Australian energy stocks look cheap. The COVID 19 outbreak has created a large dent in near term oil demand and triggered spiralling energy prices. The market appears to be extrapolating the current bearish oil environment to infinity, a position we do not share. U.S. shale still accounts for over 10% of global oil supply, and unless prices rebound to encourage drilling, a current global supply glut will ultimately become a shortage.

Our midcycle Brent crude price forecast is unchanged at USD 60 per barrel, well ahead of current circa USD 40 per barrel levels. But the benefit of higher prices in the future will only benefit companies that can survive the current period ... strong balance sheets and low operating costs are vital ingredients.
Thankfully, Australian companies by and large fit this bill, and none are on the hook for major capital expenditure in the near term. We have 5 star recommendations on the four major Australian E&P companies Woodside, Santos, Beach, and Oil Search. Within a close ranked group, we think Woodside offers the most attractive combination of price/fair value estimate discount, balance sheet strength, and sustainably low cost operations.

Key Takeaways

... COVID19 has sparked an unprecedented collapse in global crude consumption. We expect a year on year demand decline of around 8% or 8 million barrels per day. That is marginally better than prior expectations as a result of earlier than expected recoveries in parts of the world.

... But demand will not recover more meaningfully until economic activity, including air travel, resumes. We expect demand recovery in the 2021/ 2022 timeframe; and if producers do not resume normal activity levels by then, expect the current glut to quickly become a shortage.

... Significantly higher crude prices are necessary to incentivise the required activity, but the market is still extrapolating bottom of the cycle crude prices indefinitely, making energy stocks cheap. Australian E&P companies remain generally well placed with healthy balance sheets and low free cash flow breakeven Brent crude price points in the vicinity of USD 20 to USD 25 per barrel. All our coverage is in the 5 star zone but we think Woodside currently offers the best value at price/fair value estimate of 0.4.




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

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blacksheep
post Posted: Oct 14 2018, 10:28 AM
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In Reply To: blacksheep's post @ Sep 25 2018, 01:53 PM

One blue chip ready for insatiable demand - Livewire opinion piece by Adam Akexander of Evans & Partners
https://www.livewiremarkets.com/wires/stock...satiable-demand


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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Sep 25 2018, 01:53 PM
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QUOTE
BUZZ-Australia's energy index surges as oil prices rally
** Australia's energy index <.AXEJ> jumps 2.4 pct to a near 1-1/2 month high
** Oil and gas explorers Santos , Beach Energy and Woodside Petroleum lead gains, rise in range of 2 pct to 4.1 pct
** Oil prices rally as after Saudi Arabia and Russia ruled out any immediate increase in production despite calls by U.S. President Donald Trump for action to raise global supply [O/R]
** Santos and Woodside each hit more than 3-year highs


WPL currently up 2.31% @ $37.915/share
https://www.shortman.com.au/stock?q=wpl
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--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
balance
post Posted: Mar 5 2018, 05:43 AM
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In Reply To: PeterH's post @ Feb 16 2018, 02:47 PM

I ended up selling our rights for a bit over $2 each. We were going to take them up but decided we have enough.



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Day Trader: Lowest form of life in the known universe.
Shorter: Can limbo under a day trader.
Investor: Salt of the Earth.Sits to the right of God (Warren Buffet)
Share prices are only ever manipulated down.
Paper losses are not really losses.
Chat site posters always know better & know more than anyone about anything.
I'm 29.
The cheque is in the mail.

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