Can you give any detail on the supply side exceeding demand. Exploration has been declining due to ESG and anticipated lack of global demand. I expect WDS will be above 35 by March. Senegal coming online in the second half of 24 to generate cash from oil. Russia sanctions and Middle east trouble.... I think oil will hold up and if Middle east turns to hot regional war will dramatically increase price.
What is the first column graph showing comparing 24 and 25 with a scale of 0 to 4$ doesnt seem to line up with EPS or DPS in the table
What are the assumptions for volume and price behind the forecast? How toes EPS drop from $6 to $2? in 23 vs 24? Must be assuming a significant price drop or sale of some large chunk of the business?
Can you give any detail on the supply side exceeding demand....
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Last
$27.54 |
Change
-0.250(0.90%) |
Mkt cap ! $52.29B | |||
| Open | High | Low | Value | Volume |
| $27.80 | $27.91 | $27.43 | $115.6M | 4.190M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 1110 | $27.53 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $27.54 | 11358 | 2 |
View Market Depth
| Last trade - 16.10pm 13/06/2024 (20 minute delay) ? |
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Last
$27.56 |
Change
-0.250 ( 0.79 %) |
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| Open | High | Low | Volume | ||
| $27.83 | $27.90 | $27.43 | 845570 | ||
| Last updated 15.59pm 13/06/2024 ? | |||||
| WDS (ASX) Chart |