I don't believe this will be the case. The merger actually strengthened the balance sheet and reduced leverage. I think Meg will be doing everything possible to return capital shareholders, especially since the NYSE listing. Showing that Woodside is a world player and has an attractive yield.
What the numbers look like I have no idea.
The increase in Japan LNG price has been incredible, I'm hearing reports that Europe has actually imported LNG from Australia in a first ever.
Europe will be firmly looking at the plans to stock up for winter now. I don't see the supply side being able to respond. I do however question the ability for businesses to keep the doors open with energy shocks of such magnitude.
Energy shocks have predicted previous recessions for a reason. Eventually economic slowdown will reduce the demand for energy from an industrial perspective.
A very interesting year ahead.
WDS too cheap?, page-356
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Last
$27.24 |
Change
-0.290(1.05%) |
Mkt cap ! $51.72B | |||
| Open | High | Low | Value | Volume |
| $27.05 | $27.47 | $26.93 | $181.5M | 6.672M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 43921 | $27.23 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $27.28 | 37541 | 3 |
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| Last trade - 16.10pm 24/07/2024 (20 minute delay) ? |
| WDS (ASX) Chart |