Company report

Santos corporate report

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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 contains

  • Document

    Santos Corporate Report.xls

    XLS 3.27 MB

  • Document

    Santos corporate report

    PDF 385.55 KB

  • Document

    Santos corporate report

    ZIP 1.12 MB

Table of contents

  • Other Santos research
  • Executive summary
  • Valuation
  • Financial health
  • Resources, reserves and production
  • Portfolio summary
  • Economic assumptions

Tables and charts

This report includes 23 images and tables including:

Images

  • Benchmark: share price performance
  • Benchmark: evolution of WM market premium / discount
  • Production from LNG assets
  • Cash flow from LNG assets
  • Cash flow breakevens evolution
  • Net debt outlook
  • Santos reported and forecast production
  • Benchmarking: production CAGR
  • Reserves breakdown by country
  • Benchmarking: reserves and resources life
  • Base price assumptions (nominal terms)
  • Economic assumptions: Image 2
  • Base, high and low Brent (nominal terms)
  • Economic assumptions: Image 4
  • Santos' pre-FID projects total spend vs IRR
  • WM's development spend projection for Santos

Tables

  • SWOT analysis
  • Key assets
  • Base price assumptions (nominal terms)
  • High price assumptions
  • Low price assumptions
  • Valuation assumptions
  • Foreign exchange rate assumptions

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