WDS 3.94% $27.42 woodside energy group ltd

Ann: Becoming a substantial holder, page-8

  1. 2,816 Posts.
    lightbulb Created with Sketch. 224
    AUD lower would only make it cheaper, better value

    European price cap idea is just stupid on the next level.

    For Woodside this is bad news,

    The business moat is our geography to China. If Russia supplies more gas to China for less, demand from China goes down.

    when you add freight cost to Europe, the landing price will not be competitive.

    For now, we can only hope excess demand from Japan and Korea will make up for the loss. Long term, once pipelines are built, the net demand will organically decline.

    the biggest benefactor are US producers.

    this is the price of freedom. LONG LIVE AMERICA

    Woodside can only hope they win more contracts with European buyers who are willing to pay whatever it takes not to freeze to death
 
watchlist Created with Sketch. Add WDS (ASX) to my watchlist
(20min delay)
Last
$27.42
Change
1.040(3.94%)
Mkt cap ! $52.06B
Open High Low Value Volume
$27.40 $27.77 $27.03 $173.3M 6.320M

Buyers (Bids)

No. Vol. Price($)
7 5050 $27.41
 

Sellers (Offers)

Price($) Vol. No.
$27.45 7000 1
View Market Depth
Last trade - 16.10pm 27/08/2024 (20 minute delay) ?
WDS (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.