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Tag: WPL

Broker News

WPL – UBS rates the stock as Neutral

May 23, 2022 - by Broker News

UBS maintains a Neutral rating. Target price eases to $31.80 from $32.20

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Markets / Shares

Merger Approved, Climate Dissent at Woodside AGM

May 19, 2022May 19, 2022 - by Glenn Dyer

Woodside shareholders approved the $63bn merger with BHP Petroleum on Thursday while at the same time delivering a strong rebuke to management over the company’s climate policy.

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Broker News

WPL – UBS rates the stock as Neutral

April 27, 2022 - by Broker News

The broker lowers its 2023 and 2024 EPS estimates due to lower expected production. The price target falls to $32.20 from $32.90. Neutral.

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Commodities / Markets / Shares

Oil & Gas Outtakes: WPL, BPT

April 26, 2022April 26, 2022 - by Glenn Dyer

External pressures and the market’s bearish mood totally quashed any positive sentiment to be gleaned from upbeat quarterly updates released on Tuesday by Woodside and Beach Energy.

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Broker News

WPL – UBS rates the stock as Neutral

April 12, 2022 - by Broker News

The Neutral rating is maintained on a full valuation, and the broker prefers Santos ((STO)) in the sector. The target falls by -5% to $32.90 on reduced values for the Sangomar and Trion oil fields.

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Broker News

WPL – UBS rates the stock as Buy

March 24, 2022 - by Broker News

After developing a detailed valuation of Woodside Petroleum to incorporate the Petroleum business acquired from BHP Group ((BHP)), UBS arrives at an unchanged $29 target price and retains a Buy rating

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Broker News

WPL – UBS rates the stock as Buy

March 7, 2022 - by Broker News

The Buy price and $29 target are retained.

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Markets / Shares

Stock Snippets: WPL, WES, TLS, S32

February 17, 2022February 17, 2022 - by Glenn Dyer

Another busy day on the Australian bourse. Here’s the latest from some of the companies at the bigger end of town – Woodside Petroleum, Wesfarmers, Telstra and South32.

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Markets / Shares

Destabilisation Forces Woodside out of Myanmar

January 27, 2022January 27, 2022 - by Glenn Dyer

Woodside has followed France’s TotalEnergies and Chevron of the US in quitting Myanmar following last year’s military coup and the deteriorating human rights situation there.

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Markets / Shares

Asset Revaluation Returns Woodside a Cool $1bn

January 24, 2022 - by Glenn Dyer

Woodside is looking at a near $1 billion one-off boost from the write back of previous losses taken in the troubled 2020 year as world prices collapsed and demand plummeted.

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Commodities / Markets / Shares

Big End of Town Delivers the Good Oil

January 20, 2022January 20, 2022 - by Glenn Dyer

The global LNG boom and energy shortage in Europe and China over the last half of 2021 saw energy majors Santos and Woodside report strong fourth quarters on Thursday.

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Markets / Shares

Woodside Gets Final Approval for BHP Purchase

December 16, 2021 - by Glenn Dyer

The ACCC has greenlit Woodside Petroleum’s proposed acquisition of BHP Petroleum.

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Markets / Shares

Market Tells Woodside it Looks Good in Green

December 8, 2021December 8, 2021 - by Glenn Dyer

The market liked what it heard from Woodside Petroleum on Wednesday about the headline $5 billion spend figure earmarked for its green ambitions in future years.

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Markets / Shares

Trading Tidbits: WPL, AST, APA, NCK, HUO, SIQ

October 25, 2021October 25, 2021 - by Glenn Dyer

A busy news day for the ASX on Monday, with Woodside, AusNet, APA, Nick Scali, Huon Aquaculture and Smartgroup all making key announcements to the market. Here are the details.

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Commodities / Markets / Shares

Santos and Woodside Positively Gushing

October 21, 2021October 21, 2021 - by Glenn Dyer

With global oil and LNG prices surging in the Sep quarter, no surprise the country’s two leading independent producers – Woodside and Santos – reported big jumps in revenue and earnings.

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Broker News

WPL – Macquarie rates the stock as Outperform

October 7, 2021 - by Broker News

Woodside Petroleum’s estimates are raised by 8%. Target is raised to $27.25 from $27.10. Outperform retained.

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Commodities / Markets / Shares

Gods Smiling on Marriages Made in Heaven

September 24, 2021September 24, 2021 - by Glenn Dyer

The gods are smiling on our two big energy sector marriages – BHP selling its oil and gas operations to Woodside and its own shareholders, and the Santos swallowing of Oil Search.

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Commodities / Markets / Shares

Profit Briefs: OZL, WPL

August 18, 2021August 18, 2021 - by Glenn Dyer

With peak reporting season upon us, here are snippets from the results announced yesterday by a couple of key resource companies: OZ Minerals and Woodside Petroleum.

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Commodities / Markets / Shares

Green Pivot a Reality for BHP: Oil Out, Potash In

August 17, 2021August 17, 2021 - by Glenn Dyer

News that BHP was exiting carbon and becoming ‘greener’ via its Jansen potash project in Canada was overshadowed by the 2020-21 result, huge dividends and the Woodside Petroleum deal.

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Broker News

WPL – UBS rates the stock as Buy

August 5, 2021 - by Broker News

The broker’s Buy rating and $26.10 target is maintained, as the company trades with an implied oil price of $54/bbl versus spot of $72/bbl.

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Broker News

WPL – UBS rates the stock as Buy

July 16, 2021 - by Broker News

The Buy rating is retained and the target price decreases to $26.10 from $26.20.

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Commodities / Markets / Shares

LNG Surge Fuels Woodside Revenue Surprise

July 15, 2021July 15, 2021 - by Glenn Dyer

Woodside Petroleum is looking at a solid rebound in first half earnings from 2020’s very weak level after higher prices of LNG boosted revenue nearly 30% in the June half.

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Commodities / Markets / Shares

Woodside, St Barbara, South32 Give Updates

May 18, 2021May 18, 2021 - by Glenn Dyer

Some balance sheet and operational house cleaning yesterday from Woodside Petroleum and gold miner St Barbara Mining, while South32 had a promising update for shareholders.

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Commodities / Shares

Woodside Petroleum CEO Calls Time

December 9, 2020December 8, 2020 - by Glenn Dyer

When Woodside Petroleum CEO Peter Coleman was named to the job in May 2011, the price of US West Texas Intermediate crude (one of the two global marker crudes) was a smidge over $US100 a barrel and the Woodside share price was around $45.

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Commodities / Markets

Bullish View Opens Up For Oil

December 1, 2020 - by Greg Peel

A robust outlook for oil prices is emerging after a volatile and difficult 2020, as high levels of inventory are wound back and producers adjust to the absence of supply investment

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Broker News

WPL – Morgan Stanley rates the stock as Equal-weight

November 12, 2020 - by Broker News

Morgan Stanley considers the risk/reward for Woodside Petroleum is improving, noting the company has presented a more confident view on Scarborough at its investor briefing.

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Commodities / Shares

Woodside Q3 Revenue Drops 42% As Virus Hammers Energy Markets

October 23, 2020October 23, 2020 - by Glenn Dyer

Revenue shock continues for Woodside as lower oil and LNG prices carve hundreds of millions from its top line.

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Broker News

WPL – Credit Suisse rates the stock as Outperform

October 19, 2020 - by Broker News

Credit Suisse observes Woodside Petroleum has been sold off because of a perceived lack of short-term catalysts. The broker also considers a potential equity raising to fund growth and the imminent decline in the North West Shelf are weighing on sentiment.

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Broker News

WPL – UBS rates the stock as Buy

September 11, 2020 - by Broker News

UBS believes processing Scarborough gas at the North West Shelf (NWS) is the most value accretive of the various approaches assessed. The broker believes if Woodside Petroleum acquires an additional 33% equity in the NWS, this may allow the company to pivot towards the higher value Scarborough concept.

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Broker News

WPL – Morgans rates the stock as Upgrade to Add from Hold

September 10, 2020 - by Broker News

Morgans views Woodside Petroleum’s share price as trading at a discount to the value of its existing operations.

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Shares

When Is It Time To Buy Woodside?

September 9, 2020September 10, 2020 - by Michael Gable

We recently reviewed Woodside Petroleum (ASX:WPL) after the Company reported its results for the six months to 30 June 2020 (1H20). With the share price continuing to fall despite some strong fundamental drivers, at what point does WPL become an attractive opportunity?

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Commodities / Shares

Woodside Laments Oil Collapse With Huge Half-Year Loss

August 14, 2020August 13, 2020 - by Glenn Dyer

As expected Woodside Petroleum reported a massive half-year loss, thanks to the billions of dollars of impairments announced earlier this year and the impact of the collapse in oil and LNG prices.

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Commodities / Shares

Higher Production Not Enough To Offset Lower Prices At Woodside

July 16, 2020 - by Glenn Dyer

A day after revealing over $US6 billion in asset write-downs, Woodside Petroleum has revealed record production for the June quarter and half year, but not it seems for revenues.

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Shares

“Tough Decisions”: Widespread Writedowns At Woodside

July 15, 2020 - by Glenn Dyer

Woodside Petroleum has taken the axe to its asset base, hacking billions of dollars off in impairment charges as it cuts the outlook for its key gas and oil businesses.

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Broker News

WPL – Morgans rates the stock as Hold

June 24, 2020 - by Broker News

The broker retains a Hold rating on Woodside Petroleum, but is cautious as there are many questions that remain unanswered. Does Woodside buy Chevron’s North West Shelf stake, now on offer?

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Broker News

WPL – UBS rates the stock as Buy

June 1, 2020 - by Broker News

The oil price has lifted from its April low, benefiting from a lift in sentiment as a result of reduced supply and the lifting of mobility restrictions.

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Shares

“Unprecedented Combination”: Woodside Counts Cost Of Oil War

April 17, 2020 - by Glenn Dyer

Woodside is looking at a massive fall in first-half revenue and earnings in the wake of the still-evolving oil price crash.

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Commodities / Shares

Cuts To Oil Production Unlikely To Be Enough

April 14, 2020April 14, 2020 - by Eva Brocklehurst

The US has brokered an historic oil production agreement between OPEC, Russia and the G20, although brokers are sceptical about whether this will have enough impact on supply/demand dynamics.

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Broker News

WPL – Credit Suisse rates the stock as Outperform

March 30, 2020 - by Broker News

Woodside has reduced expenditure by -US$2.4bn. Credit Suisse notes the balance sheet is robust and there is little risk to debt covenants under current conditions.

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Shares

South32, Woodside, ALS All Batten Down The Hatches

March 29, 2020March 29, 2020 - by Glenn Dyer

Woodside Petroleum is bracing for “unprecedented circumstances”, global testing giant ALS is marshaling its financial forces to survive the impact of COVID-19 while South32 plans slash capital expenditure and has suspended its on-market buyback.

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  • The Week that Was – May 23-27, 2022
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  • Evening Report: 27 May, 2022
  • MVF – Macquarie rates the stock as Outperform

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4Q reveals more focus on profit and cash flow

• LBY’s 4Q FY22 quarterly activities update showed continued solid growth in top line metrics, albeit slowing, with GMV of NZ$203m (+26% on pcp) and income of NZ$12.1m (+23% on pcp).
• Net Transaction Margin (NTM) disappointed at -0.5%, due to further increase in credit losses from 4.0% to 4.9% of GMV. However, new fraud and credit risk management tools have seen losses recover materially with NTM back to 1.2% in March and LBY is confident of further recovery in coming months.

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    Signs MOU with Ford Company – Kachi is now sold out!

    Lake Resources (LKE. ASX) – LKE has signed two non-binding MOU’s in the space of 10 days. Ford Company (Ford) has signed an MOU for ~25,000t/year and last week Hanwa, a Japanese commodity trader signed a MOU for up to 25,000t/year. Subject to execution, this is an amazing feat as Ford and Hanwa are prepared to enter into longer-term strategic partnerships with LKE. Commercial negotiations are still ongoing but are expected, especially if Ford & Hanwa inject new equity into LKE, to further de-risk the project financing & thus ensure LKE and Kachi are fully funded.

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      Strategic Vanadium-battery growth with Titanium & Iron earnings resiliency

      TNG Ltd is an ASX-listed technology owner and developer of the world-class Mount Peake near-surface vanadiferous titanomagnetite deposit. To unlock value, TNG will concentrate ore from its central Northern Territory mine for processing through its patented TIVAN® process produce three premium quality revenue streams: hi-purity vanadium pentoxide (V2O5) for steel alloys and Vanadium Redox Flow batteries, a quality titanium pigment for paints and a premium steel input with >64%Fe iron ore fines.

        SMSFBrokerFinancial Adviser

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        Promising exploration and development update while SOP prices continue to rise

        Two recent gravity surveys have considerably exceeded expectations and revealed potential for extensions to the existing MRE at Lake Throssell, plus a material growth opportunity at Lake Yeo. This reinforces the potential for a multi-decade, Tier-1 SOP production hub based around Lake Throssell.

        TMG is currently completing work towards the PFS due early 2023, including drilling to start in Q3 2022, evaporation trials and permitting activities. Results from these programs will support the PFS and any future resource upgrade.

        Benchmark SOP prices have risen to ~US$940/t due to recent geopolitical developments. The Oct 2021 Scoping Study assumed a SOP price of US$550/t and contained a sensitivity analysis showing every 10% increase in price drives a +$144m increase in the project NPV of $364m. The c.70% increase above the Scoping Study thus implies a project NPV of ~$1.4bn.

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          Biopharmas Hit, but Buying Opportunities Created

          The news being reported about the performance of biotechnology has been dour, to say the least, for some time now. Those dour articles have been deserved with the iShares Biotechnology Exchange-Traded Fund down 25% and the SPDR® S&P® Biotech ETF is down 45% from their highs. However, those articles are backward-looking, and successful investors need to be looking forward.

          Recently, however, an article in Nature Reviews Drug Discovery caught our eye which we believe should point the way forward for the vast majority of Australian biotechnology investors. This article indicates that, at least, two companies, Antisense Therapeutics (ANP) and Kazia Therapeutics (KZA), are right in the sweet spot in terms of the future of drug development.

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            Biopharmas Hit, but Buying Opportunities Created

            The news being reported about the performance of biotechnology has been dour, to say the least, for some time now. Those dour articles have been deserved with the iShares Biotechnology Exchange-Traded Fund down 25% and the SPDR® S&P® Biotech ETF is down 45% from their highs. However, those articles are backward-looking, and successful investors need to be looking forward.

            Recently, however, an article in Nature Reviews Drug Discovery caught our eye which we believe should point the way forward for the vast majority of Australian biotechnology investors. This article indicates that, at least, two companies, Antisense Therapeutics (ANP) and Kazia Therapeutics (KZA), are right in the sweet spot in terms of the future of drug development.

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              Coal prices up, debt down – It’s payback time

              Strong 1H22 but the real story unfolds in 2H22.

              TerraCom made two announcements to the ASX on the 28th February – the first was their 2021 Half Year 2021 result which indicated that TER continues to report strong operating metrics as well as enjoying buoyant thermal coal markets which is allowing them to pay down debt at an accelerated pace.

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                Hitting goals – Making four material announcements

                We initiated on Magnis Energy Technologies (MNS.ASX) in December 2021 and since then, MNS has made four material announcements. Firstly; a conditional offtake contract for 600,000t of graphite concentrate from the Tanzanian Nachu Project (net 100%) was signed with Traxys, a global
                commodities merchant with annual revenue of ~US$6Bn; secondly; semi autonomous production has started at battery gigafactory iM3NY, thirdly;
                exciting Extra Fast Charge battery tests were reported and most recently, the game changing launch of the Lithium Slim Energy Reserve battery platform, which supports C4V’s growing EFC capability.

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                  Increasing our Target

                  Despite the lower realised oil and gas price, which fell by 5.4% and 19.7% respectively in August, Calima managed to show improvement in its key business metrics.

                  We expect higher production in November due to the contribution by the new Thorsby wells which will be drilled in August/September which will see Calima meet its 2021 production guidance of 4,500 boe/d.

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                    Emerging Financial Wealth Advisory Group

                    WT Financial Group Limited (WTL) is a growing diversified financial services company, founded in 2010 and listed on the Australian Stock Exchange (ASX) in 2015. Its advice and product offerings are delivered primarily through a group of independent financial advisers operating as authorised representatives of WTL under its Wealth Today Pty Ltd (Wealth Today) and Sentry Group Pty Ltd (Sentry Group) dealer group operations. It has around 275 advisers across more than 200 financial advice practices Australia-wide. It also operates a direct-to-consumer operation under its Spring Financial Group brand.

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                      Immutep Taking the Fight to Cancer

                      In May 2021, Corporate Connect analyst Marc Sinatra published a comprehensive research report on ASX-listed biotech Immutep Ltd (ASX: IMM). So impressed was he with IMM that Corporate Connect felt it imperative that a follow-up report be released placing a valuation on the company, because the market was not seeing the vast potential of eftilagimod alpha (efti).

                      This follow-up report has been released today. Using comparables, after adding cash back to their EV estimate and dividing by the total number of issued shares, Corporate Connect now places the fair value of an Immutep share at $A2.20.

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                        Phillips 66 to acquire 16% in NVX – 12-month target price rises 7% through project de-risking

                        Phillips 66 (PSX) has entered into an agreement with NVX to acquire 77.9m new shares for US$150m (A$203m). PSX is the worlds largest producer of speciality petroleum coke a precursor for battery grade synthetic graphite anode materials found with an Enterprise Value of US$47.5Bn and assets of US$57Bn.

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                          Market leading lifelong learning platform technology company in Australia and SE Asia

                          PayGroup (PYG) delivers multi-country BPO services and cloud SaaS HCM solutions, assisting companies to manage employees in multiple, complex jurisdictions. The company has many growth opportunities, including new clients, new jurisdictions, new products, partner expansion, and new revenue sources. PYG’s scalable business model allows operating leverage and with savings from in-housing third party technology, support margin expansion.

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                            Market leading lifelong learning platform technology company in Australia and SE Asia

                            OpenLearning (OLL) is a higher education technology company that operates a scalable online learning platform through a software-as-a-service (SaaS) business model and provides a global marketplace of high quality courses for learners of all levels. Its primary customers are education providers based in Australia and South-East Asia (primarily Malaysia). OLL started operations in Australia in 2012 and expanded to Malaysia in 2015, Singapore in 2018, and recently also Indonesia.

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