WDS 1.34% $27.16 woodside energy group ltd

Ann: Woodside to acquire Tellurian and Driftwood LNG, page-107

  1. 1,190 Posts.
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    CB, appreciate your perspective. Essentially you feel that due to cost overrun and lacklustre share price appreciation (granted ) it’s not a goer.
    Not sure if you know anyone in any construction or engineering industry - just ask any if they have had cost overruns in the last 3 years. Inflation is a killer..,,,,I have a number of spec gold stocks - they all complain about the cost for new capital works… ask any that have costed in last 3 years and you will see different (higher ) number …for capex infrastructure.
    Ironically, it’s one of the things that additionally endears me to WDS.

    Time will tell I guess…
 
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