Bea you are an informed holder.
I have read a detailed Woodmac report released last year that put the OCI plant economics 'base' case IRR at 22%! This is a very good rate of return even higher than Scarborough LNG. Even a conservative low side pricing in the Woodmac analysis gives a 12% IRR.
Woodside has only said that the aquistion clears the >10% IRR hurdle. once the market gets more info watch the SP move up.
it's amazing how a great acquisition that should move the SP up does the opposite in the near term. Market gives us investors so many golden opportunities!
Ann: Woodside to acquire OCI's Clean Ammonia Project transcript, page-19
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$25.67 |
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Mkt cap ! $48.30B | |||
| Open | High | Low | Value | Volume |
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|---|---|---|
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