Camden55
Thank you for that fantastic review of Caltex. I've held a small shareholding for a while and have been debating whether or not to add to it. Your analysis + the Credit Suisse report are both very encouraging. FWIW, the critical issue in the Credit Suisse report (at least for me) is the FCF yield of around 10%.
One additional issue which I am struggling to get on top of is how sensitive post-refinery closure earnings/cash flows will be to fluctuations in the AUD?
Any thoughts on this point?
Cheers
traineeinvestor
Add to My Watchlist
What is My Watchlist?
 (20min delay)
|
|||||
|
Last
$25.78 |
Change
0.170(0.66%) |
Mkt cap ! $6.143B | |||
| Open | High | Low | Value | Volume |
| $25.57 | $26.00 | $25.35 | $30.75M | 1.197M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 39 | $25.66 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $25.79 | 1412 | 1 |
View Market Depth
| Last trade - 16.10pm 02/07/2025 (20 minute delay) ? |
| ALD (ASX) Chart |