Will Santos & Woodside merge?


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Dec 12 2023 43 mins   17
Today’s episode is our first venture into the world of energy.

 

We brought on the show Thomson Naude to help us investigate the potential mega merger between Santos (STO) and Woodside (WDS), discussing what the key assets are, what the hurdles to deal are and what it would mean to the Australian energy market.

 

We also discussed the recent M&A in the Perth Basin, why the east & west coast energy markets differ so widely and whether we should expect any changes in government legislation.

 

All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.

 

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TIMESTAMPS

 

(0:00:00 ) Introduction

(0:03:12 ) Deep Drilling in the Smackover and Thacker Pass

(0:07:22 ) Save Cobre Panama

(0:09:58 ) Santos Woodside potential merger

(0:11:31 ) Lay of the land for Aus Oil & Gas

(0:18:45 ) What are the synergies?

(0:21:54 ) How is East Coast gas market different to West Coast?

(0:24:43 ) Economies of scale for Oil & Gas transactions

(0:31:49 ) Interest in Gas from the Mining Magnates