Personally for me this response is opposite of what I was looking for. As Scarborough ramped down and with the ex-BHP assets printing cash I was looking forward to potential BB's or higher returns through dividends...
Basically WDS are going to push to 20% gearing and potentially beyond that with these 2 acquisition and that will put a ceiling on FCF... I was looking at a WDS post Scarborough that would be printing $$$... Last 2 weeks and 2 acquisition somewhat changes that proposition, and talking a 10% IRR and 10yr payback and wanting government incentives, IMO this is a glossy annual report picture acquisition.
Happy to be proven wrong, but my first take is I don't like it.
Ann: Woodside to acquire OCI's Clean Ammonia Project transcript, page-3
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Last
$25.34 |
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-0.530(2.05%) |
Mkt cap ! $48.11B | |||
| Open | High | Low | Value | Volume |
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| 4 | 112614 | $25.34 |
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