Beach Energy Entitlement Offer - Shoring Up Good Assets
Beach Energy Ltd (BPT AU) is raising A$301m (approximately US$235m) through a 3 for 14 accelerated non-renounceable entitlement offer to partly...
187 Views
Australia Gas Shortage Greater than Expected According to Australia Energy Market Operator...
The Australia Energy Market Operator (AEMO) just released the September 2017 Update to Gas Statement of Opportunities which 2017 assesses the...
135 Views
Santos Commits Again More Gas to Domestic Market as Australian Gas Security Mechanism Decision Looms
On 7 September, Santos Ltd (STO AU)announced an additional delivery of 0.8 bcm gas into Australian domestic market that would otherwise have been...
142 Views
Australian Domestic Gas Security Mechanism Increases Risks of Under-Delivering for LNG Producer
The Australian government has been relying on the private sector regarding Liquefied Natural Gas (LNG) exports with the belief that the corporate...
251 Views
Market Misunderstands Santos' Reserves Position
We think no-moat-rated Santos Ltd (STO AU) is approaching 50% undervalued, and rate it the best value of the three large Australian exploration and...
172 Views