Anything better than 5% divvy is welcome, but timing of entry to WDS is key to capital gain + divvy
WDS is diversifying the business from a gas/LNG company when you factor in Gulf of Mexico and Sangomar. Oil seems to be holding above $80 and woodside gas contracts are indexed to Brent with 6 month lag I believe... Woodside only had a small proportion of gas to sell at spot to take advantage of the gas price spike.
Russian sanctions increase the price when energy is greenwashed through BRICS middlemen for a ticket clip into the world market.
Europe is paying increased price for oil due to russian sanctions and on top of that Yemen forcing boats the long way round Africa also is increasing EU price and extending the supply chain also impacts volume per unit time. Sangomar is in the right place at the right time for EU supply into a pricey EU market in 2024 IMO.
Woodside, page-445
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Last
$25.49 |
Change
0.560(2.25%) |
Mkt cap ! $48.39B | |||
| Open | High | Low | Value | Volume |
| $25.23 | $25.63 | $25.15 | $99.44M | 3.899M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1100 | $25.48 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $25.50 | 2100 | 2 |
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| Last trade - 16.10pm 09/08/2024 (20 minute delay) ? |
| WDS (ASX) Chart |