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Falling Australian dollar is making you dividend better.

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SuchisLife

3,666 Posts.

01/07/21

16:10

Post #: 54214193

Originally posted by TerritoryTrader: ↑
Here is my prediction for the quarterly activities and half year report. Quarter 2 sales revenue of $1.4 billion, NPAT of $500 million and an interim dividend of $0.56 AUD for the first half. The largest assumption is that there is no further material impairment charges.
Financial Calculation H1
1 Revenue 2,607
2 Cost of sales -1,493
3 Total Revenue 1,114
4 Other expenses -400
5 Net profit before tax 714
6 Tax -214
7 NPAT 500
8 Dividend (USD) 0.43
9 USD to AUD (77c) 1.30
10 Dividend (AUD) 0.56

Based on the following assumptions
Sales revenue Jun-21 e Mar-21 Dec-20
1 LNG 1,121 838 607
2 Domestic Gas 12 12 14
3 Condensate

4 NWS 45 46 68
5 Pluto 39 41 45
6 Wheatstone 50 48 33
7 Oil

8 Ngujima-Yin 106 115 122
9 Okha 0 0 31
10 LPG

11 NWS 24 21 0
12 Total Sales revenue 1,396 1,121 920
13 LNG Processing Revenue 34 34 34
14 Shipping and other revenue 11 11 3
15 Total revenue 1,441 1,166 957

Sales volume Jun-21 e Mar-21 Dec-20
1 LNG 19,000,000 21,064,863 21,745,380
2 Domestic Gas 692,369 692,369 975,233
3 Condensate

4 NWS 682,018 682,018 1,574,856
5 Pluto 585,283 585,283 1,023,631
6 Wheatstone 751,724 751,724 742,990
7 Total Condensate 2,019,025 2,019,025 3,341,477
8 Oil 1,607,684 1,607,684 2,384,805
9 Ngujima-Yin

10 Okha 0
622,571
11 LPG

12 NWS 357,806 357,806 111,006
13 Total Condensate 23,676,884 25,741,747 29,180,472

Average realised price $/boe Jun-21 e Mar-21 Dec-20
1 LNG 59 40 28
2 Domestic Gas 17 17 15
3 Condensate 66 67 44
4 Oil 66 72 51
5 LPG 66 60 0
6 Dated Brent 66 61 44
7 JCC (lagged three months) 59 44 41

Should average brent prices be maintained at these levels then the full year results would be as below. The full year returns could be bumped up if there is a sell down of Pluto or Senegal.

Financial Calculation H2 H1
1 Revenue 3,551 2,607
2 Cost of sales -1,493 -1,493
3 Total Revenue 2,058 1,114
4 Other expenses -400 -400
5 Net profit before tax 1,658 714
6 Tax -497 -214
7 NPAT 1,161 500
8 Dividend (USD) 1.00 0.43
9 USD to AUD (77c) 1.30 1.30
10 Dividend (AUD) 1.30 0.56
11

12 Full year dividend 1.86
13 Current SP 22.9
14 % return 8.13%
15 % return with franking 10.57%
Expand

Falling Australian dollar is making you dividend better.

WPL Price at posting: $22.32 Sentiment: Buy Disclosure: Held

4 Upvote

0 Great analysis

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Falling Australian dollar is making you dividend better.

Results wrap: Austal, TPG Telecom and Downer

Lendlease sells off US east coast construction operations in latest global divestment push

Talga expands Prospectus Offer to $9M, banks $18.5M overall since end of financial year

EBR reaches review milestone for wireless cardiac pacing device

WA Nifty copper project steps closer to restart with Cyprium Metals inking $40M loan from Glencore

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	Financial Calculation	H1
1	Revenue	2,607
2	Cost of sales	-1,493
3	Total Revenue	1,114
4	Other expenses	-400
5	Net profit before tax	714
6	Tax	-214
7	NPAT	500
8	Dividend (USD)	0.43
9	USD to AUD (77c)	1.30
10	Dividend (AUD)	0.56

	Sales revenue	Jun-21 e	Mar-21	Dec-20
1	LNG	1,121	838	607
2	Domestic Gas	12	12	14
3	Condensate
4	NWS	45	46	68
5	Pluto	39	41	45
6	Wheatstone	50	48	33
7	Oil
8	Ngujima-Yin	106	115	122
9	Okha	0	0	31
10	LPG
11	NWS	24	21	0
12	Total Sales revenue	1,396	1,121	920
13	LNG Processing Revenue	34	34	34
14	Shipping and other revenue	11	11	3
15	Total revenue	1,441	1,166	957

	Sales volume	Jun-21 e	Mar-21	Dec-20
1	LNG	19,000,000	21,064,863	21,745,380
2	Domestic Gas	692,369	692,369	975,233
3	Condensate
4	NWS	682,018	682,018	1,574,856
5	Pluto	585,283	585,283	1,023,631
6	Wheatstone	751,724	751,724	742,990
7	Total Condensate	2,019,025	2,019,025	3,341,477
8	Oil	1,607,684	1,607,684	2,384,805
9	Ngujima-Yin
10	Okha	0		622,571
11	LPG
12	NWS	357,806	357,806	111,006
13	Total Condensate	23,676,884	25,741,747	29,180,472

	Average realised price $/boe	Jun-21 e	Mar-21	Dec-20
1	LNG	59	40	28
2	Domestic Gas	17	17	15
3	Condensate	66	67	44
4	Oil	66	72	51
5	LPG	66	60	0
6	Dated Brent	66	61	44
7	JCC (lagged three months)	59	44	41

	Financial Calculation	H2	H1
1	Revenue	3,551	2,607
2	Cost of sales	-1,493	-1,493
3	Total Revenue	2,058	1,114
4	Other expenses	-400	-400
5	Net profit before tax	1,658	714
6	Tax	-497	-214
7	NPAT	1,161	500
8	Dividend (USD)	1.00	0.43
9	USD to AUD (77c)	1.30	1.30
10	Dividend (AUD)	1.30	0.56
11
12	Full year dividend	1.86
13	Current SP	22.9
14	% return	8.13%
15	% return with franking	10.57%

Falling Australian dollar is making you dividend better.

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