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WDS Woodside Energy Group Ltd

1,472.00
16.00 (1.10%)
26 Apr 2024 - Closed
Delayed by 15 minutes
Woodside Energy Investors - WDS

Woodside Energy Investors - WDS

Share Name Share Symbol Market Stock Type
Woodside Energy Group Ltd WDS London Ordinary Share
  Price Change Price Change % Share Price Last Trade
16.00 1.10% 1,472.00 16:27:19
Open Price Low Price High Price Close Price Previous Close
1,450.00 1,450.00 1,474.00 1,472.00 1,456.00
more quote information »
Industry Sector
NONEQUITY INVESTMENT INSTRUMENTS

Top Investor Posts

Top Posts
Posted at 16/11/2023 00:47 by garycook
Investor Relations

From:
fnc453@woodside.com



Wed, 15 Nov at 11:30

Hi Gary,



Thanks for your email. On slide 25 (Investor Briefing Day 2023 presentation), pricing between this year and last year’s free cash flow has changed. Last year, one scenario was shown which was based on the Brent oil forward price curve (as at 16 November 2022) of $89/bbl in 2023, $82/bbl in 2024, $77/bbl in 2025, $75/bbl in 2026 followed by a long term $70/bbl (real terms 2022) from 2027. On slide 25 of this year’s presentation, three price scenarios (US$50, $70 and $90) were shown. The $70 scenario, from 2024 was based on a US$70/bbl Brent long-term oil price (2022 real terms) with a long term inflation rate of 2.0%.



In addition to the pricing changes, the free cash flow in this year’s Investor Briefing Day presentation included Trion capital expenditure, following the final investment decision in June 2023 and the update to cost and schedule for Sangomar which was announced in July.



In relation to slide 26, Woodside’s dividend policy is to pay a minimum of 50% of net profit after tax (NPAT) excluding non-recurring items, with a target payout ratio of between 50% and 80%. The intent of slide 26 is to demonstrate Woodside’s cash generation at a US$50 and US$70 scenario and highlight that in the light blue shading area, there is capacity available for additional investment, financing or returns to shareholders.



Kind regards

Investor Relations



Woodside Energy

Mia Yellagonga

Karlak, 11 Mount Street

Perth WA 6000

Australia

E:

investor@woodside.com

www.woodside.com
Posted at 13/11/2023 09:22 by kiwi2007
Worth looking at the analysts questions on the investor briefing:

"When we look at the free cash flow profile on
slide 25 relative to what was presented 12 months ago, 12 months ago you were forecasting US$4 billion of
free cash flow in 2024, and it now looks more like break even and when we look at that terminal free cash
flow level, now at around US$5 billion per annum out in 2027-28 versus more like US$7 billion 12 months
ago, it looks like that free cash flow profile has stepped down materially. On my numbers, it's around $7
billion lower free cash flow over the next four years. " ?????

and

"Just a quick
question if I can on slide 26, the sources and uses of cash. We can squabble about over the shading, but to
make the maths easy, let’s say that underlying dividend at 80% payout ratio there’s about, it looks like,
US$6.5 billion over that five-year period. That equals US$1.3 billion a year. That’s a 3% dividend yield. I
guess when we compare that to the slide you put on page 76 looking back at the prospective 12-month
dividend, you’re up near the top, but 73% is down near the bottom. As a Board, do you think that at $70 oil
paying a 3% dividend is competitive enough"


hxxps://www.woodside.com/docs/default-source/asx-announcements/2023-asx/investor-briefing-day-2023-transcript.pdf?sfvrsn=e6487897_3

Doesn't fill me with enthusiasm.
Posted at 09/4/2023 20:34 by gateside
Updated Investor Relations Calendar added to header
Posted at 09/6/2022 12:06 by kiwi2007
I've held the ASX shares for about a year, they did well until just prior to the BHP deal when they sold down quite hard, maybe investors thinking that BHP investors would sell off their allocation? Anyway, that doesn't seem to have happened and they've now recovered to just above their recent high on the ASX.
Posted at 09/6/2022 11:47 by gateside
Healthy start to trading - maybe investors moving out of BP. & SHEL as they want to take profits and don't trust the UK Government.
Posted at 09/6/2022 10:00 by anhar
spawny100: Overweight in oil and gas? My portfolio is almost all O&G and commodities for the time being. Not interested in the likes of Shell and BP though. The likes of GKP, SAVE, I3E etc seem to offer far more potential to me right now. But I'll also retain my woodside shares for now too and see where they go.

I run an income port on which I largely depend, so need as much safety as is possible with equities by the use of wide diversification. It would be far too risky for me to concentrate on just one or a very few sectors, or be excessively overweight in any. That's just my approach, I appreciate that other strategies will have different concerns.

As I said, the WDS issue has made me overweight O&G and for the above reason I'm wary about being too heavy in any particular industry. Despite that, it looks good to me as a divi investor and it's not so overweight that I need to take a dump from any of what are now my three shares in the sector so I'm staying in for the time being.

Incidentallly there are now, confusingly, three WDS threads. Surely just one is enough? Be good if someone could arrange that.
Posted at 07/6/2022 21:19 by gateside
Woodside Energy Investor Relations

Financial Calendar 2024

24 Jan 2024
Fourth Quarter 2023 Report

27 Feb 2024
Annual Report 2023

19 Apr 2024
First Quarter 2024 Report

19 Jul 2024
Second Quarter 2024 Report
Posted at 29/5/2022 07:29 by garycook
For all BHP Shareholders holding WDS.

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