Had a read of the teleconference transcript. I liked Meg's comments about how the expected new fund inflows should be greater than any BHP holders exiting. Also made the comment that a lot of big BHP holders already overlap with Woodside and other big oil and gas stocks. They've actually looked at this in detail so a good time to buy she said !
Re the sp decline I think this has been a complete over reaction by the market (wouldn't expect anything less lol). Oil price pretty good and both companies spinning off a lot of cash pre merger. $US6B Ebitda ? Countries opening up every day now. I like the ones that are open and just say the jab is there if you want it...
Had a read of the teleconference transcript. I liked Meg's...
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$24.32 |
Change
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Mkt cap ! $46.07B | |||
| Open | High | Low | Value | Volume |
| $24.40 | $24.50 | $24.13 | $129.4M | 5.324M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 19 | 3333 | $24.32 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $24.33 | 11414 | 30 |
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| WDS (ASX) Chart |