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WDS Woodside Energy Group Ltd

1,564.00
14.00 (0.90%)
Last Updated: 14:30:48
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Woodside Energy Group Ltd LSE:WDS London Ordinary Share AU0000224040 ORD NPV (DI)
  Price Change % Change Share Price Shares Traded Last Trade
  14.00 0.90% 1,564.00 31,307 14:30:48
Bid Price Offer Price High Price Low Price Open Price
1,561.00 1,565.00 1,567.00 1,550.00 1,550.00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Crude Petroleum & Natural Gs USD 16.82B USD 6.5B USD 3.4223 8.85 57.53B
Last Trade Time Trade Type Trade Size Trade Price Currency
14:28:04 AT 39 1,564.00 GBX

Woodside Energy (WDS) Latest News (7)

Woodside Energy (WDS) Discussions and Chat

Woodside Energy Forums and Chat

Date Time Title Posts
08/2/202420:55Woodside Energy - Charts & News72
10/6/202208:32Woodside Energy29
07/6/202213:31Woodside Energy2

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Woodside Energy (WDS) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
14:28:041,564.0039609.96AT
14:28:041,564.001722,690.08AT
14:27:581,561.0026405.86AT
14:27:581,561.00791,233.19AT
14:17:271,562.001462,280.52AT

Woodside Energy (WDS) Top Chat Posts

Top Posts
Posted at 27/2/2024 08:20 by Woodside Energy Daily Update
Woodside Energy Group Ltd is listed in the Crude Petroleum & Natural Gs sector of the London Stock Exchange with ticker WDS. The last closing price for Woodside Energy was 1,550p.
Woodside Energy currently has 1,898,749,771 shares in issue. The market capitalisation of Woodside Energy is £57,532,118,061.
Woodside Energy has a price to earnings ratio (PE ratio) of 8.85.
This morning WDS shares opened at 1,550p
Posted at 07/12/2023 07:51 by garycook
Thursday, 7 December 2023
THIS ANNOUNCEMENT CONTAINS INSIDE INFORMATION
RESPONSE TO MEDIA SPECULATION
In response to recent media speculation, Woodside confirms it is in discussions regarding a potential
merger with Santos Ltd.
Discussions remain confidential and incomplete, and there is no certainty that the discussions will
lead to a transaction.
As a global energy company, Woodside continuously assesses a range of opportunities to create and
deliver value for shareholders.
Woodside will continue to update the market in accordance with its continuous disclosure obligations.
Posted at 16/11/2023 13:58 by garycook
Me also. Hold BP,DEC,SHEL,and WDS.
Posted at 16/11/2023 12:44 by anhar
That's interesting Gary, that they took the trouble to give such a detailed response.

I continue to hold my WDS allocation that I received from the BHP distribution. It does make me a little overweight in oil and gas as I also hold BP. and SHEL which have been in my income port for many years. Despite that I have no intention at present of selling any of my WDS shares.
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 11:29 by garycook
Kiwi2007. I have sent your Post on a possible 3% dividend to WDS HR.If I get a reply I will post it.
Posted at 19/10/2023 02:58 by kiwi2007
Event analysis
Woodside: Heartening Progress on Development Projects

Our AUD 45 fair value estimate for no-moat Woodside stands. The global top 10 independent hydrocarbon producers reported lower-than-expected third-quarter production and price achievement though we read no long-term implication from the fact. Rather we are heartened by reported progress on development projects.

Shenzi North in the United States achieved its first production in September 2023, ahead of the 2024 target, and the Scarborough/Pluto Train 2 LNG project in Western Australia was 46% complete at the end of the period, versus 38% at the end of June 2023. The Sangomar project in Senegal is 90% finished, while the Trion field development plan has been approved by the Mexican regulator. Progress reinforces confidence in our projection for Woodside to increase group production by around 20% to around 225 million barrels of oil equivalent by 2027. Scarborough/Pluto Train 2 is the most important element in that target, adding over 35mmboe, scheduled for first production in 2026.

A strong operating result from Pluto LNG helped Woodside deliver an 8% increase in third-quarter production to 47.8mmboe, following the completion of maintenance activities. While up, this was still about 5% below our expectations, and offset by a 5% decline in average price achievement to USD 60.20 per boe. We consequently reduce our 2023 EPS and DPS forecasts by 11% and 8% to AUD 2.34 and AUD 1.95, respectively. The dividend equates to a handy 5.3% fully franked yield at the current share price. Woodside narrowed 2023 production guidance to 183-188mmboe from 180-190mmboe. Our new target is 186mmboe, down from the high end of prior guidance.

Woodside shares are more than double AUD 17.50 October 2020 lows, but at around AUD 37 remain materially undervalued in 4-star territory. Cost-effective delivery of Scarborough/Pluto T2 is a key catalyst for price appreciation.
Posted at 27/9/2023 13:56 by gateside
Not sure why WDS is not moving up in line with BP & Shell
Posted at 27/2/2023 21:43 by kiwi2007
MorningStar:

Record 2022 Dividend and No-Moat Woodside Is Well-Positioned for Growth Expenditure

We keep our AUD 44.50 fair value estimate for no-moat Woodside. The global top 10 independent hydrocarbon producer reported a 220% increase in underlying 2022 net profit after tax to USD 5.2 billion, slightly ahead of our USD 5.1 billion expectation. It declared a 37% increase in final dividend to USD 1.44, ahead of our USD 1.37 expectation, on a 73% payout. It brings the full year to a record fully franked USD 2.46 (AUD 3.75) on a 74% payout, for a hefty 10.8% yield at the current share price.

We slightly rein in our 2023 EPS and DPS forecasts, by about 4% to AUD 2.42 and AUD 1.94, respectively. Softening Japan Korea Marker, or JKM, (spot Asia LNG) futures are the key detractor. Woodside says it will sell 20%-25% of equity LNG volumes on hub indexes such as JKM in 2023, close to 2022's 23% actual. JKM futures have softened in recent months to back below USD 20 per mmBtu, including an average of USD 16 per mmBtu for the balance of 2023. LNG comprises just over half of Woodside's sales revenue. Hub price volatility associated with Russia's invasion of Ukraine has led to a rollercoaster for earnings and dividends, and may continue to do so.

Our AUD 1.94 2023 DPS forecast equates to a fully franked yield of 5.3%, back from rarefied 2022 levels, but healthy nonetheless. We assume an 80% payout ratio, at the high end of Woodside's 50%-80% target range. There is the possibility the ordinary payout could be reduced in preference for specials and/or share buybacks, acquisitions notwithstanding.

Woodside hasn't changed 2023 production guidance of 180-190 mmboe, a 20% increase on 2022 including a full period's contribution from the merged BHP Petroleum assets. We sit at a high-end 190 mmboe. Exploration and development expenditure guidance is for USD 6.3 billion-USD 6.9 billion, more than double 2022 levels and around half of which is for Scarborough and Pluto Train 2 (now 25% complete and on track for first production in 2025). We sit at the midpoint of USD 6.6 billion.

2023 Dividend forecast down dramatically from the August forecast.
Posted at 11/10/2022 03:47 by kiwi2007
From MorningStar..

Market Underestimates Earnings Resilience Coming via Growth Projects and Domestic Gas Stability.

ecommendation impact (last updated: 10/10/2022)
--

Event analysis
Market Underestimates Earnings Resilience Coming via Growth Projects and Domestic Gas Stability.

Woodside, Santos, and Beach Energy have all benefited from rising oil and gas prices. However, despite share price appreciation, we think value still exists. And if energy prices remain elevated for longer than expected, value may be even greater. That's possible given the energy crisis in Europe. Of the three Australia-based oil and gas producers we cover, Woodside has the greatest exposure to global prices and has benefited the most from international events. For Woodside, only about 20% of production is attributable to domestic gas, where prices are steadier. Beach by contrast has about 60% of production serving the domestic gas market, while Santos sits between those two at about 40%. Domestic gas has a number of positives, with capital intensity lower than for export gas, and pricing under term contracts with consumer price index escalators. But lower margins and shorter field lives mean Beach is potentially more exposed to operating and capital cost inflation with less of the commensurate export pricing upside that Santos and especially Woodside enjoy.

Santos trades at a near-40% discount to our fair value estimate, the market underpricing for Barossa gas and new oil project growth. Realised prices are below those for Woodside, but margins are comparable. Santos has longer field life and stronger production growth than peers and a still comfortable balance sheet. Returns were spoiled by cost overruns last decade. But new investments under the watch of CEO Kevin Gallagher have generated attractive returns.

Woodside shares trade at a circa 25% discount to our fair value estimate, insufficient credit being given for Scarborough/Pluto T2. Strong realised prices reflect a favourable product mix and comparatively higher spot exposure. Returns on invested capital are tempered by liquid natural gas capital expenditures, including for Scarborough/Pluto T2. But returns should improve upon T2's start up in 2026.

DPS 22 - A$383.3 EPS 528
DPS 23 - A$271.8 EPS 464
Source: Aspect Huntley analyst estimates.
Posted at 03/6/2022 03:08 by garycook
NK104,The cost of your BHP shares by my calulations are around 330p a share less than cost.eg I will get 204 WDS shares x 1830p = £3,733 divided by 1,131 BHP shares = 330p.The WDS AU share price close today at 31.80 adjusted currency price GBP/AUD 1.733 equates to 1835p. WDS Dividend currently 135 US cents.So the GBP dividend around 107p.So yield atm 5.85% .WDS were up 5.2% yesterday in Oz.Also WDS started trading in the US last night closed at 23.15.GBP/USD 1.25785 equates to 1840p.I saw someone on the BHP thread quoting 1559p a share.I think this could be wrong by the AU and US currency conversions.Hope this helps.
Woodside Energy share price data is direct from the London Stock Exchange

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