Yes - I have bought too FWIW. Convenience store EBIT appears to be above expectations as well, and a lower oil price should support a good start to CY 2019 I suspect in that division.
A 30% ish fall in AUD oil prices in 2 months is quite a shock, and should very beneficial to Caltex in allowing for high retail margins, and more demand for fuel if the lower prices hang around.
I'm a bit surprised to see the AUD oil price falling and Caltex falling as well. Usually there is quite a good inverse correlation.
CTX Price at posting:
$25.62 Sentiment: Buy Disclosure: Held