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
$25.65 |
Change
-0.060(0.23%) |
Mkt cap ! $6.112B | |||
| Open | High | Low | Value | Volume |
| $25.84 | $25.96 | $25.40 | $18.15M | 709.1K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 8 | $25.60 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $25.65 | 132 | 1 |
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| Last trade - 16.10pm 04/07/2025 (20 minute delay) ? |
| ALD (ASX) Chart |