WDS 0.35% $28.94 woodside energy group ltd

Contracted gas. Yes. Uncontracted, probably spot. I think WDS...

  1. 1,199 Posts.
    lightbulb Created with Sketch. 214
    Contracted gas. Yes. Uncontracted, probably spot. I think WDS has a larger portion of uncontracted production of gas than peers, hence underperformance (& why trading division is also important). Should spot price of gas move north (&/or oil production surprise to the upside), WDS should see outperformance.
 
watchlist Created with Sketch. Add WDS (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.