Listen to RDD's cautionary warning to be alert on capex - a major factor so often overlooked.
A useful reality check for a mature business is to compare depreciation to capex. Are they net investing or disinvesting?
Over at S32, the sale of the coal business was turned into an idle green V brown shouting match. I saw the real driver of the sale as the unceasing SIB capex needed to keep opening fresh seams, when better developmental capex opportunities lay elsewhere.
I remain bearish on WDS, not on capex, on profitability with falling LNG prices. When the Ukraine war ends, Europe will be sucking the Russian gas teat again immediately.
GLTAH
Ash
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Last
$27.84 |
Change
0.510(1.87%) |
Mkt cap ! $52.86B |
Open | High | Low | Value | Volume |
$27.66 | $27.84 | $27.35 | $129.6M | 4.693M |
Buyers (Bids)
No. | Vol. | Price($) |
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1 | 16993 | $27.83 |
Sellers (Offers)
Price($) | Vol. | No. |
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$27.84 | 18371 | 3 |
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No. | Vol. | Price($) |
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1 | 16993 | 27.830 |
4 | 6982 | 27.800 |
2 | 595 | 27.790 |
1 | 50 | 27.780 |
1 | 50 | 27.770 |
Price($) | Vol. | No. |
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27.850 | 3230 | 6 |
27.860 | 100 | 1 |
27.870 | 11256 | 5 |
27.880 | 2325 | 5 |
27.890 | 11870 | 5 |
Last trade - 16.10pm 07/05/2024 (20 minute delay) ? |
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Last
$27.83 |
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Change
0.510 ( 1.84 %) |
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Open | High | Low | Volume | ||
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Last updated 15.59pm 07/05/2024 ? |
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