Woodside Petroleum (Seite 2)

[hafripo]

Woodside Energy inks long-term LNG supply deal with South Korea

https://www.xm.com/research/markets/allNews/reuters/woodside…

[Salazie]

Antwort auf Beitrag Nr.: 75.290.031 von hafripo am 16.02.24 00:02:37

Zitat von hafripo: … Ich verstehe: der Deal ist abgesagt

die impairments beziehen sich u.a. auf nen älteren deal mit bhp...das erworbene ölfeld ist wohl nicht so ergiebig wie gedacht

[hafripo]

Antwort auf Beitrag Nr.: 75.288.633 von Salazie am 15.02.24 19:28:00

… Ich verstehe: der Deal ist abgesagt

[Salazie]

>Woodside Energy's $1.5 Billion Impairment Stirs Concerns<
https://oilprice.com/Latest-Energy-News/World-News/Woodside-…

...war wohl doch kein so toller deal

[Oginvest]

Australia’s Woodside Is in Talks With Energy Transfer for US LNG Supplies

Lake Charles, which isn’t yet under construction, is one of the projects affected by the Biden administration’s pause on granting new LNG export approvals as it weighs environmental and economic concerns. Energy Transfer’s request to extend its existing permit for the plant was denied last year.

Woodside Energy has been interested in a potential equity stake at Lake Charles, as well as other US projects, as part of an effort to expand its LNG supply portfolio, according to one person familiar with the matter who was not authorized to speak publicly about the talks.

A spokesperson for Energy Transfer did not immediately respond to a request for comment.
A Woodside spokesman said the company does not comment on market speculation.

Buyers that have agreed to purchase LNG from Lake Charles include Shell Plc, China’s ENN Energy Holdings and South Korea’s SK Gas Ltd.
Woodside has contracts with Commonwealth LNG, another of the US projects whose approval is on ice.

https://finance.yahoo.com/news/australia-woodside-talks-ener…

[DeplorableMillenial]

RR spricht Woodside an (als Santos-Deal noch nicht abgesagt wurde), gibt Woodside eine "4", was mW eine gute Bewertung ist, RR immer sehenswert.

[Oginvest]

Reactions to Australia's Woodside, Santos ending $52 bln merger talks

SYDNEY, Feb 7 (Reuters) - Australia's Woodside Energy (WDS.AX), opens new tab and Santos (STO.AX) said on Wednesday they had ended talks to create a possible A$80 billion ($52 billion) global oil and gas giant.

Here is what investors and market analysts have said about the announcement: >> https://www.reuters.com/business/energy/reactions-australias…

[Oginvest]

Woodside torches Santos’ quick activist fix

Capped well.

Kevin Gallagher, the boss of Australian oil-and-gas driller Santos, is back at square one. On Wednesday Woodside Energy said it had ended discussions with its smaller local rival over an A$80 billion ($52 billion) merger. A deal with a decent premium would have allowed Gallagher to claim he had overcome an underperforming share price. Counterpart Meg O’Neill’s rejection of the financial benefits of a tie-up, though, means he will have to take the slow route to get agitating investors off his back.
...

https://www.breakingviews.com/considered-view/woodside-torch…

[hafripo]

„Woodside should walk away from Santos deal, large shareholder says“
https://www.xm.com/research/markets/allNews/reuters/woodside…

[DeplorableMillenial]

Antwort auf Beitrag Nr.: 75.188.993 von hafripo am 30.01.24 17:41:38

Danke für den Link. ESG/drohende Rechtsstreitigkeiten dürften unabhängig von einem möglichen Deal mit Santos so oder so bestehen.

Zumindest habe ich bis jetzt keinen relevanten Widerstand von Woodside-Aktionären bezüglich des Deals vernehmen können, was bestimmt auch davon abhängig ist, wie hoch das "Premium" der Übernahme ist.

Für mich bleibt Woodside im Depot, werde bei Schwäche nachkaufen und sehe das alles gelassen, eben solange eine saftige Dividende vorhanden bleibt.