WDS - Woodside Energy Group

[finicky]

WDS up modestly today against a generally down day.

Today's 0.08 gain today not shown on this weekly chart but what we might be seeing is a small scale triple low with some positive momentum divergence. That is: possibly a base?

I'm looking again at this in the light of a Jesse Felder video that I shall be posting over on my newly minted ASX 200 thread, lol.

Held
Holding

WEEKLY

 

[UMike]

Most disappointing Stock for me in my portfolio (Excluding Dividends). Sorry double checking.... CVN is.

While I was correct in rising tensions in the Middle East, I was totally wrong in my estimation of the effect on WDS.
Will still hold. No point in getting out now and don't need the money for anything else yet.

 

[divs4ever]

Most disappointing Stock for me in my portfolio (Excluding Dividends). Sorry double checking.... CVN is.

While I was correct in rising tensions in the Middle East, I was totally wrong in my estimation of the effect on WDS.
Will still hold. No point in getting out now and don't need the money for anything else yet.

am likely to retain the current holding , ( which is mostly from the BHP deal ) but ironically ( or delightfully ) with the ticker code change/restructure they evicted me from my DRP participation

i won't go as far as to say i will never add more , but are going to have to lift their game ( of lower the SP a fair bit ) before i reconsider

so yes i am doing OK here , but mostly because of the BHP deal , rather than stellar management

 

[Dona Ferentes]

WOODSIDE SIMPLIFIES PORTFOLIO AND UNLOCKS LONG-TERM VALUE​

Woodside and Chevron have agreed to an asset swap under which Woodside will acquire Chevron’s interest in the North West Shelf Project, the NWS Oil Project and the Angel Carbon Capture and Storage Project, and transfer all of its interest in both the Wheatstone and Julimar-Brunello Projects to Chevron. Chevron will also make a cash payment to Woodside of up to $400 million.

The transaction highlights include:
• Streamlines Australian portfolio and consolidates focus on operated LNG assets;
• Simplifies NWS joint venture ownership, unlocking economic recovery of existing production and future development opportunities; and
• Strengthens near-term cash flow to support shareholder distributions and ongoing investments.

$23.55

 

[Rabbithop]

Hi divs, do u think it's gonna drop that low or just hoping.

Got it at today's Low.

 

[divs4ever]

Got it at today's Low.

good for you , i grabbed extra ZIM instead ( i would rather platinum in Africa )

 

[Rabbithop]

good for you , i grabbed extra ZIM instead ( i would rather platinum in Africa )

Unsure buying in Africa.. eg WAF n DEG...I go for DEG....It's only moi... fixation of political matters worrying me.

 

[TimeISmoney]

Unsure buying in Africa.. eg WAF n DEG...I go for DEG....It's only moi... fixation of political matters worrying me.

Many a multinational has been burnt by the lure of Africa.

The problem is once the local Indigenous feel like they've jaded, they take matters into their own hands.

They know they're getting stitched, they have poor living conditions while large companies and corrupt govts take all the profits.

 

[finicky]

but what we might be seeing is a small scale triple low with some positive momentum divergence. That is: possibly a base?

Yeah but NO apparently, unless it pops back up immediately.

DAILY

 

[Captain_Chaza]

Yeah but NO apparently, unless it pops back up immediately.

DAILY
View attachment 189777

Triple Bottoms are almost Unknown at Sea on the Exchange----IMHO

 

[eskys]

Crude futures continues to drop

Crude Oil WTI Futures - Jan 25 (CLF5)
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Real-time derived

Currency in USD
69.61
-0.97(-1.37%)

Real-time Data23:41:20

 

[dyna]

Woodside will pick up maybe $ 400 Million cash from Chevron in this asset swap .

 

[divs4ever]

Unsure buying in Africa.. eg WAF n DEG...I go for DEG....It's only moi... fixation of political matters worrying me.

Africa v. Australia for political matters , getting close to even money recently

 

[divs4ever]

Woodside will pick up maybe $ 400 Million cash from Chevron in this asset swap .

yes that worried me , even more concerning was the hint about returning the cash to shareholders ( that hints a buy-buck or special div. in order to prop up the share price ( the hint AND the other bit .

Chevron isn't usually keen to fling money around ( so they must think they got a bargain )

 

[finicky]

Volume

 

[finicky]

Sheet. Chris Vermeulen talking about a most poor outlook for energy stocks of the S&P500 at 22.49min.
Charts and practical context. Worth a watch imo. I'd almost decided to dabble in WDS on Monday too - still might, but now less inclined.
He's expecting $45 oil and says the sector is a haven for conservative retiree dividend investors. Not going to be WW3. Expectation of Trump unleashing domestic production. Expects a cascading effect of selling in the energy stocks. At a tipping point. His views if course.

Held
Holding

 

[Garpal Gumnut]

Sheet. Chris Vermeulen talking about a most poor outlook for energy stocks of the S&P500 at 22.49min.
Charts and practical context. Worth a watch imo. I'd almost decided to dabble in WDS on Monday too - still might, but now less inclined.
He's expecting $45 oil and says the sector is a haven for conservative retiree dividend investors. Not going to be WW3. Expectation of Trump unleashing domestic production. Expects a cascading effect of selling in the energy stocks. At a tipping point. His views if course.

Held
Holding

Woodside has done this before. Came down through low 30’s then 20’s and ended up around $17 from memory. V. Similar circumstances with POO then.

gg

 

[divs4ever]

big dividend energy stocks ???

he must have different stocks to me

BPT has a current yield of 3.5% ( plus franking ) based on the current share price

now sure my av. buy price for BPT is under 52.5 cents

DIVIDEND TYPE	DIVIDEND AMOUNT ($)	FRANKED	EX-DIV DATE	PAY DATE
Final	0.020	100.00%	29/08/2024	30/09/2024
Interim	0.020	100.00%	28/02/2024	28/03/2024
Final	0.020	100.00%	04/09/2023	03/10/2023
Interim	0.020	100.00%	27/02/2023	31/03/2023
Final	0.010	100.00%	30/08/2022	30/09/2022
Interim	0.010	100.00%	25/02/2022	31/03/2022
Final	0.010	100.00%	30/08/2021	30/09/2021
Interim	0.010	100.00%	25/02/2021	31/03/2021
Final	0.010	100.00%	28/08/2020	30/09/2020
Interim	0.010	100.00%	27/02/2020	31/03/2020
Final	0.010	100.00%	29/08/2019	30/09/2019

so i am doing OK now .. but the folks buying over $1 a share probably aren't so excited

now WDS is now basically the bonus shares from the BHP demerger ( essential free )

DIVIDEND TYPE	DIVIDEND AMOUNT ($)	FRANKED	EX-DIV DATE	PAY DATE
Interim	1.020	100.00%	05/09/2024	03/10/2024
Final	0.917	100.00%	07/03/2024	04/04/2024
Interim	1.243	100.00%	31/08/2023	28/09/2023
Final	2.154	100.00%	08/03/2023	05/04/2023
Interim	1.600	100.00%	08/09/2022	06/10/2022
Final	1.462	100.00%	24/02/2022	23/03/2022
Interim	0.410	100.00%	30/08/2021	24/09/2021
Final	0.153	100.00%	25/02/2021	24/03/2021
Interim	0.363	100.00%	24/08/2020	18/09/2020
Final	0.831	100.00%	24/02/2020	20/03/2020
Interim	0.532	100.00%	26/08/2019	20/09/2019

WDS is yielding currently 8.9% ( plus franking ) but on a weakened share price , plenty of folks bought in at over $25

now the coal stocks might be what he is thinking of .. they have been ( mostly ) very good to me

very cheap entry points were available , and the divs. have been OK

 

[Tyre Kicker]

$45 oil???

Not just the WDS so that’s coming down if that’s the case.

Buy more.

 

[divs4ever]

Woodside has done this before. Came down through low 30’s then 20’s and ended up around $17 from memory. V. Similar circumstances with POO then.

gg

but have you the nerve to but BPT when it is 40 cents ( i did with one parcel ) and WPL ( now WDS ) below $20 ( think i did but not as low as $17 when i bought some )

in fact would i buy extra WDS if it went below $20 in the next 3 months .. maybe and maybe not