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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