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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Last
$28.21 |
Change
-0.040(0.14%) |
Mkt cap ! $53.56B | |||
| Open | High | Low | Value | Volume |
| $28.53 | $28.57 | $28.21 | $128.2M | 4.533M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 63674 | $28.21 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $28.23 | 18595 | 2 |
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| Last trade - 16.10pm 28/06/2024 (20 minute delay) ? |
| WDS (ASX) Chart |