Woodside’s 2017 Earnings Largely as Expected. Raising AUD2.5 Billion in Support of Expansion.
Our AUD 40.00 fair value estimate for no-moat Woodside Petroleum Ltd (WPL AU) stands. Excluding a USD 120 million pretax provision release, the...
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Oil & Gas M&A Update (Part 3): Who Are the Winners in the M&A Market?
This report is the third and final instalment of a three-part analysis on the latest trends in the oil and gas M&A market.The M&A activity...
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The 'Volatility Volcano' Erupts, as Oil Outlook Remains Inflation Key…
On Dec 18th I wrote that: ‘That issue of deteriorating market depth and the proliferation of highly correlated factor based strategies which are...
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Renegotiation of LNG Contracts Will Be More Evident in Coming Years Amidst Depressed Spot Prices
LNG buyers are seeking to renegotiate their long-term LNG contracts by capitalising on the supply glut to overcome oil-based pricing, destination...
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Santos – Harbour Energy Back to the Well?
The Australian Financial Review reported (pay-walled) on Wednesday night that Harbour Energy was tabling an A$5.30/share offer for Santos Ltd (STO...
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