I don't believe this will be the case. The merger actually strengthened the balance sheet and reduced leverage. I think Meg will be doing everything possible to return capital shareholders, especially since the NYSE listing. Showing that Woodside is a world player and has an attractive yield.
What the numbers look like I have no idea.
The increase in Japan LNG price has been incredible, I'm hearing reports that Europe has actually imported LNG from Australia in a first ever.
Europe will be firmly looking at the plans to stock up for winter now. I don't see the supply side being able to respond. I do however question the ability for businesses to keep the doors open with energy shocks of such magnitude.
Energy shocks have predicted previous recessions for a reason. Eventually economic slowdown will reduce the demand for energy from an industrial perspective.
A very interesting year ahead.
WDS too cheap?, page-356
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$27.44 |
Change
0.195(0.72%) |
Mkt cap ! $52.13B | |||
| Open | High | Low | Value | Volume |
| $27.22 | $27.53 | $27.16 | $26.32M | 960.3K |
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| No. | Vol. | Price($) |
|---|---|---|
| 10 | 1332 | $27.43 |
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| Price($) | Vol. | No. |
|---|---|---|
| $27.44 | 5350 | 5 |
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