Personally for me this response is opposite of what I was looking for. As Scarborough ramped down and with the ex-BHP assets printing cash I was looking forward to potential BB's or higher returns through dividends...
Basically WDS are going to push to 20% gearing and potentially beyond that with these 2 acquisition and that will put a ceiling on FCF... I was looking at a WDS post Scarborough that would be printing $$$... Last 2 weeks and 2 acquisition somewhat changes that proposition, and talking a 10% IRR and 10yr payback and wanting government incentives, IMO this is a glossy annual report picture acquisition.
Happy to be proven wrong, but my first take is I don't like it.
Ann: Woodside to acquire OCI's Clean Ammonia Project transcript, page-3
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Last
$24.10 |
Change
0.100(0.42%) |
Mkt cap ! $45.75B | |||
| Open | High | Low | Value | Volume |
| $23.98 | $24.23 | $23.93 | $168.2M | 6.980M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 27894 | $24.09 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $24.11 | 1928 | 2 |
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| Last trade - 16.10pm 18/11/2024 (20 minute delay) ? |
| WDS (ASX) Chart |