Camden55
Thank you for that fantastic review of Caltex. I've held a small shareholding for a while and have been debating whether or not to add to it. Your analysis + the Credit Suisse report are both very encouraging. FWIW, the critical issue in the Credit Suisse report (at least for me) is the FCF yield of around 10%.
One additional issue which I am struggling to get on top of is how sensitive post-refinery closure earnings/cash flows will be to fluctuations in the AUD?
Any thoughts on this point?
Cheers
traineeinvestor
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Last
$25.88 |
Change
-0.330(1.26%) |
Mkt cap ! $6.157B | |||
| Open | High | Low | Value | Volume |
| $26.25 | $26.28 | $25.81 | $2.952M | 113.5K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 14 | 518 | $25.87 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $25.89 | 183 | 5 |
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| Last trade - 14.22pm 10/07/2025 (20 minute delay) ? |
| ALD (ASX) Chart |