Added to YB: 2026-05-08
Pitch date: 2026-05-01
WDS [neutral]
Woodside Energy Group Ltd
-6.47%
current return
Author Info
No bio for this author
Company Info
Woodside Energy Group Ltd engages in the exploration, evaluation, development, production, marketing, and sale of hydrocarbons in the Asia Pacific, Africa, the Americas, and the Europe.
Market Cap
AUD 44.7B
Pitch Price
AUD 32.60
Price Target
N/A
Dividend
4.76%
EV/EBITDA
7.03
P/E
16.57
EV/Sales
4.35
Sector
Oil, Gas and Consumable Fuels
Category
value
Theodosian Capital | Stocks Update 1/5/2026 - WDS – Q1 update; all OK
WDS (update): Q1 ops excellent w/ 99%+ reliability across assets; $63/boe realized prices (+11% q/q) offset 8% production drop to 45.2MMboe from cyclones. Scarborough 96% complete, on budget for Q4 2026 LNG; Trion 56% done for 2028 oil; Louisiana LNG 24% for 2029. Net debt $9.3bn (0.85x EBITDA). Trades 13.4x 2027 EPS despite development upside & favorable LNG supply/demand from Mideast disruptions.
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