Скачать или смотреть Deep Dive on Santos (ASX:STO)

In this segment, Tony delves into Australian energy giant Santos (STO), recently back on the QAV buy list primarily driven by its significant natural gas and LNG operations. He traces Santos' history from its 1954 founding and early Cooper Basin discoveries to its current international footprint spanning Australia, PNG, Timor-Leste, and Alaska, including its major Gladstone LNG export facility and the 2021 merger with Oil Search. Despite recent results showing a dip, analysts forecast growth. Tony breaks down the QAV numbers, highlighting its value proposition (trading below book value), low Price to Operating Cash Flow, and decent yield, resulting in a QAV score of 0.15. However, potential risks are flagged, including upcoming CEO succession, the feasibility of its new carbon capture project, business complexity, climate change legislation impacts, and sovereign risks associated with its international ventures.  

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