Volumes Impress for the PNG Liquefied Natural Gas Project
Oil Search reported better-than-expected production and revenue in third-quarter 2015. This is sufficient to drive forecast earnings increases,...
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Weekly Impressions - Sizing up Mr Mike Smith's footprint on ANZ
The two key company announcements in Australia in the past week were Origin Energy’s launch of a $2.5 billion entitlement offer designed to...
258 Views
Capital raise still doesn't quell the uncertainty but stock remains cheap towards the lower end
Origin Energy plans to raise A$2.5bn via an 4 for 7 fully underwritten pro rata renounceable entitlement offer. The offer price is A$4.0/share,...
277 Views
Origin Energy Blinks First, but Entitlements Offer Value
Origin Energy has a gearing problem, rather than a liquidity or earnings problem. The AUD 2.5 billion capital raising and other initiatives should...
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Oil Price Outlook: All Signs Point to a Brutal Near-Term and a Meaningful Long-Term Recovery
Although we continue to believe that crude oil prices are well below the levels required to incentivize sufficient investment to meet demand beyond...
297 Views