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$6.84 santos limited

Hope so. Added to my holdings today. Crude oil price looking...

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AnDy62

2,773 Posts.

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29/06/18

11:07

Post #: 34033659
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Originally posted by klu ↑

Q1 FCF was $246m with realised poo of $71.6, which had premium of $5 to the average Brent price in the quarter. The average price of Brent in Q2 is approximately $76. Assuming O premium, we should have an extra FCF of $25m just for the rise in poo

The PNG LNG stopped in Feb and started at the end of April, should contribute a bit more FCF;
Production should increase a bit too.
FX helps the earnings too.

Sum up, my guestimate FCF for H1 is US$520m, or A$690m at fx 0.75. Again IT IS for HALF A YEAR.

A 20% payout ratio should give a H1 dividend about 7 cents.

Note that the SP is determined mainly by EPS. With above earnings estimate, STO's full yeay EPS would be A$0.7 and the SP should be in the range from $8 to $10.

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Hope so. Added to my holdings today. Crude oil price looking strong. STO well leveraged. Looking forward to dividend return!

STO Price at posting: $6.19 Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

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(20min delay)
Last $6.84		Change -0.080(1.16%)		Mkt cap ! $23.02B

Open	High	Low	Value	Volume
$6.92	$6.94	$6.75	$97.69M	14.28M

Buyers (Bids)

No.	Vol.	Price($)
6	96681	$6.83

Sellers (Offers)

Price($)	Vol.	No.
$6.84	5679	1

View Market Depth

No.	Vol.	Price($)
4	129176	6.920
6	233123	6.910
9	295156	6.900
11	303505	6.890
4	129828	6.880

Price($)	Vol.	No.
6.940	107742	9
6.950	424616	27
6.960	247191	13
6.970	73167	4
6.980	17507	1

Last trade - 16.10pm 27/09/2024 (20 minute delay)

STO (ASX) Chart

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