Came across this presentation from Tribeca Resource Fund on Santos, giving it a price target of $18 citing that the mass exodus of ESG funds in the past two years will return to the register. This is because Santos will become a negative emitter with its carbon capture storage projects and there are precedents offshore where share prices get massively rerated under the same circumstances.
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Tribeca STO Valuation - $18.00
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Last
$7.57 |
Change
0.110(1.47%) |
Mkt cap ! $24.43B | |||
| Open | High | Low | Value | Volume |
| $7.50 | $7.60 | $7.48 | $30.49M | 3.828M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 40 | 34622 | $7.57 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.58 | 33875 | 60 |
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| Last trade - 12.52pm 21/06/2024 (20 minute delay) ? |
| STO (ASX) Chart |