Company report
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15 Pages

Santos corporate report


Santos corporate report

Report summary

Santos has been through a roller coaster ride during the downturn. A package of capital raising measures and aggressive cost cutting have stabilised the business. But the big strategic question for new CEO Kevin Gallagher is one of identity. Articulating a fresh strategic vision that resonates with investors will play a key role in restoring market confidence and closing the valuation gap to peers.

What's included?

This report includes 2 file(s)

  • Santos corporate report PDF - 381.81 KB 15 Pages, 7 Tables, 16 Figures
  • Santos Corporate Report.xls XLS - 3.27 MB

Description

The upstream oil and gas industry conducts activities against a backdrop of growing energy and environmental challenges. Political instabilities, international conflicts and government and environmental regulation have all impacted the production process.

This has forced companies to re-examine their corporate strategy, moving away from high-risk exploratory drilling to lower-risk exploration in mature basins as they search for increased returns.

This Upstream Oil and Gas Company report offers thought-provoking insight into corporate financial health, investment strategy and operational outlook supported by our proprietary asset data and energy research experts.

Widely used by both the energy and financial sectors, our report gives you a unique perspective on key strategic and financial challenges, as well as opportunities facing this oil and gas company.

Wood Mackenzie provides an independent evaluation and expert opinion on the operational performance, strategy and future of the world's top oil and gas companies. Our unique, objective analysis helps you understand, validate, compare and challenge market and corporate views so you can assess strategic opportunities.

  • Executive summary
    • Executive summary
    • Key strategic success factors
  • Valuation
  • Financial health
    • Financial health overview
      • Options to free up capital
      • Net debt outlook / liquidity position
  • Resources, reserves and production
    • Production overview
    • Resources and reserves overview
  • Portfolio summary
  • Economic assumptions
    • Wood Mackenzie Corporate Service: our response to low oil prices

In this report there are 23 tables or charts, including:

  • Executive summary
    • SWOT analysis
  • Valuation
    • Benchmark: share price performance
    • Benchmark: evolution of WM market premium / discount
    • Production from LNG assets
    • Cash flow from LNG assets
  • Financial health
    • Cash flow breakevens evolution
    • Net debt outlook
    • Santos' pre-FID projects total spend vs IRR
    • WM's development spend projection for Santos
  • Resources, reserves and production
    • Santos reported and forecast production
    • Benchmarking: production CAGR
    • Reserves breakdown by country
    • Benchmarking: reserves and resources life
  • Portfolio summary
    • Key assets
  • Economic assumptions
    • Base price assumptions (nominal terms)
    • Base price assumptions (nominal terms)
    • Economic assumptions: Image 2
    • Base, high and low Brent (nominal terms)
    • Economic assumptions: Image 4
    • High price assumptions
    • Low price assumptions
    • Valuation assumptions
    • Foreign exchange rate assumptions
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Why Wood Mackenzie?

Wood Mackenzie, a Verisk Analytics business, has been a trusted source of commercial intelligence for the world's natural resources sector for more than 40 years, empowering clients to make better strategic decisions with objective analysis and advice.

We work across every sector of oil, gas, power, renewables, chemicals, metals and mining, covering more than 150 countries. Our proprietary data and models are at the core of everything we do, ensuring our independent asset and company valuations are thoroughly robust and that we offer an accurate forward-looking view of economic indicators such as market supply, demand and price trends.

Our 500+ analysts are based in the regions they cover, cultivating an unrivalled depth of understanding to help clients accurately identify new opportunities, define their strategy and improve business performance.

At every stage, our teams readily collaborate and share their insight to provide an integrated perspective across entire industries. It is this unique and rigorous analytical approach that ensures we are recognised as the industry standard by the world’s most innovative organisations.