Perhaps it has to do with the recent -ve press around Woodside cost blow outs and the pressure that will have on Swan and the OMS JV both from # of people out but also margins. Both those BU's have accounted for some of the highest growth and high $ margins (not % though). Doubts around sustained profits for SKE from Gorgon and Wheatstone not eventuating.
Perhaps it has to do with the recent -ve press around Woodside...
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