WDS 0.98% $27.41 woodside energy group ltd

Crash is a way over simplified word for im emotional about my...

  1. 1,780 Posts.
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    Crash is a way over simplified word for im emotional about my loss....and fair enough as WDS is down approx 26%.
    But mathematically a lot of emotion does not take into account...so lets see...
    Trains grown from 1 to 5.
    16.4 M Tons pa.
    62% completion of a world giant hence driving factor to a hedge of some description north of what the pricing mechanism is now.
    Sanomar 96% complete. so 12% & 3% estimation of pin the tail on the donkey earnings metric.
    Reduced capex going forward so additional cash flow going forward.
    15.1% JERA with Japan not China so stable relationship as the Chinese move goal posts if they have a hissy fit.
    $880M in for the 10% sale.
    $2.0B LVR at 6$ lets say...seriously *?*
    Div payout going forward of no less than 75% probably.
    $80 PB @ 8.40 BTu estimation before my red wine kicks in for lunch *?*
    Mathematically it stacks up which is all i understand.
    I have no emotion to no matter how much money i throw at anything...if it stacks up to a logical mathematical equation with a little of the volatility thrown in for good measure and lets face it, the Sunni & Shia love to hate each other...not that i am being religiously intolerant...its a fact of moral life belief for the middle east, the Saudis need to keep thier numbers in check....
    Crash, you can see where he is coming from with emotional attachment, but not a mathematical equation.

 
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