STO 1.83% $7.81 santos limited

Lol. your math is wrong. Santos doesnt own 100% of png. anyway,...

  1. 509 Posts.
    lightbulb Created with Sketch. 156
    Lol. your math is wrong. Santos doesnt own 100% of png.

    anyway, the reality is that all external analysts are telling woodside to walk away as they think even a 0% premium is dilutive to woodside. The only good tier 1 asset in santos portoflio is PNG and even that is unfortunately in a politically unstable country.

    my bet is on a maximum premium of 5-10%. Likely that a deal won't go ahead.
    Last edited by km87: 01/02/24
 
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