WDS 0.50% $27.38 woodside energy group ltd

WPL@$40, page-531

  1. 5,227 Posts.
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    I have to disagree to that. With the cost of Scarborough, and Pluto train 2, WDS will need all the FCF that it can get it's hands on till at least 2026. There might be one in 2027 as WDS come down the other side of the Capex mountain. Remember, with interest rates on the rise, the era of cheap money is over, so it makes sense for WDS to use all the cash it is creating to keep borrowing and capital raisings off te agenda. The second one keeps the sp depressed. The first one alters the ROI.

    HT1
 
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