take some time to absorb slide 3.
everything is there, trading volume, prices per product etc. I really don't get what the problem is on revenue being lower, we can see what the realised prices were by product and the sales volumes.
you quoted my opening sentence when talking about revenue, so I responded on that point and not the merger. Woodside has some of the best margins amongst listed O&G companies, but you need to look at lagged price for LNG and for liquids sale volumes not produced volumes (due to shipment timing especially for quarterly reports).
400 mil in synergies is significant because how low OPEX is, because there is no premium being paid for BHP, because they are high margin assets the underlying business costs aren't actually that great.
you come back to the lacklustre performance this quarter, oil /bbl revenue was up $24 (realised price), condensate was up $26/bbl, Dom gas up $5/boe, LNG flat. The high margin business is performing as expected. Please explain (after reading slide 3) which part of the business is underperforming? Note dated Brent is up only $21/bbl and LNG spot prices were down in Q1 balancing out a $7 increase in lagged oil price.
you accuse us of being in an echo chamber but provide no actual analysis of what you think is wrong with this quarter beyond the headline catchphrases.
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