totally feel you my friend. I was hoping for a better better gain.
my take from the conference call is there are still a lot of questions unanswered.
the question around NWS was asked a number of times.
but having said this, it is probably premature to come to a conclusion all is lost with NWS
The key takeaway is Woodside in 2022. Woodside combined with BHP will have a more diversified portfolio vs 3 core assets as it is today
my personal opinion is to give it till December investor update, it’s literally 2 weeks away. So by then they will provide more clarity around execution in the medium term.
WPL@$30, page-3783
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