WDS 0.14% $28.21 woodside energy group ltd

How about a clue? Is it that the market: - thinks the POO...

  1. 3,255 Posts.
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    How about a clue?
    Is it that the market:
    - thinks the POO increase is temporary,
    - thinks that WPL LNG contracts are not linked to POO,
    - thinks that Scarborough, Browse, etc. contain just hot air,
    - knows the WPL capital raising satisfied all possible WPL buyers and so there are none left,
    - knows that there is some bad news related to WPL still to be announced,
    - knows that there is a big holder unloading in a controlled manner,
    - thinks that WPL is boring and out of fashion,
    - is unimpressed with a grossed up DY of 6.4% (vs 1% in my cash account),
    - dislikes Coleman's attitude and bloated remuneration package,
    - is wrong.

    I agree with the market regarding Coleman.
 
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