WDS 2.35% $26.12 woodside energy group ltd

Ann: Woodside and BHP to create a global energy company, page-62

  1. 1,493 Posts.
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    @Aceboy The constant reference to the dataroom was good, would seem an announcement is imminent on the selldown of Pluto. Any sell-down plus the new liquidity position would put the combined company in a good stead.

    No response really on the disposal/rehabilitation costs which I would have thought there would of at least been and... "the transaction increases our rehabilitation allowance on balance sheet by xxx%"... This would be known, as part of the due diligence, so my feeling is that it is clearly higher than a 50% increase - brokers not particularly happy with this response. But it is early days.

    Time will tell.
    Last edited by hilly_sandman: 17/08/21
 
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