WDS 1.14% $24.05 woodside energy group ltd

Woodside and Hydrogen, page-26

  1. R21
    1,412 Posts.
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    So in the last month we've had:

    H2 Perth, $1bn 150ktpa hydrogen and ammonia plant.
    H2 Tas, no $ given but it's 200ktpa hydrogen and ammonia plant. Assume it's 1-1.5bn
    1414 Partnership, very small but still noteworthy.

    None of the above induced an ASX announcement? In light of COP26, the environmental concern at Scarborough, these three announcements should be easy goals from the top of the goal square for WPL. Barely a whimper out of the company, seems strange to me.
    Perhaps the merger includes a rebranding too?

    Interested to see commentary in merger docs and future quarterlies. Because if you're making price sensitive announcements on 0.84mpta of LNG supply (Feb this year) surely the above H2 projects which show a bit of strategy pivot are equally as announcement worthy.


 
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