WDS 0.35% $28.94 woodside energy group ltd

The Shifting Thesis on WDS, page-5

  1. 18 Posts.
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    Yes, a good summary, thanks.
    The last 2 lines of that summary focused my mind.
    And in 2021 WDS total production of everything was 91. Then in 2022 the impact of BHP assets came into play and guidance in the half year report was for total production of 145 for 2022. That included 7 months of BHP assets contribution which on my maths extrapolates to 180 for a full year.
    So the new entity has about twice the production capacity of the old entity before growth and prices for all the products are surging.
 
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