STO 1.49% $6.82 santos limited

STO Investor Briefing, page-12

  1. 3,607 Posts.
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    market understands that for STO to develop suffiecent gas to feed both dom and GLNG - will require additional spend in CB, plus the development of CSM in Narrabri ........

    IER for old easternstar - circa 3bn ......

    plus whatever you think the development spend is for tight gas in the CB ..

    having said that - if oil continues (and hence lng prices with circa 3mnth delay) - then STO will be ok .......not great - but ok..

    will need farmers / nsw govt to "approve" social liscence to operate ..

    or - there are abt 3 smaller co's - that STO could "knock" on the head .....

    rgds
    V_H
 
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Last trade - 16.10pm 18/11/2024 (20 minute delay) ?
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