WDS 2.23% $26.64 woodside energy group ltd

I just topped up at $22.88 because WPL has been getting cheaper...

  1. 3,287 Posts.
    lightbulb Created with Sketch. 529
    I just topped up at $22.88 because WPL has been getting cheaper while:
    - Brent has been going up
    - LNG is ramping again (JKM)
    - AUD is relatively weak

    IMHO:
    - WPL is supercheap (as per Allan Gray contrarian value fund)
    - ESG is a fad that is going to be found out sooner rather than later
    - Coleman has left a stench and is badmouthing because he is bitter about being tipped out(but this too will pass)
    - end of FY tax selling has held it down
    - end of Month/FY window dressing is going to kick in any day now
 
watchlist Created with Sketch. Add WDS (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.