Insight
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8 Pages

Santos' strategic review: what are the options?


Santos' strategic review: what are the options?

Report summary

A 60% slide in Santos' share price over the last year has seen the company's board initiate a wide ranging strategic review, looking at all options to restore shareholder value. We look at the background to the board's decision and outline the options that it could consider over the next few months.

What's included?

This report includes 1 file(s)

  • Santos' strategic review: what are the options? PDF - 1.57 MB 8 Pages, 2 Tables, 3 Figures

Description

This Upstream Oil and Gas Insight report highlights the key issues surrounding this topic, and draws out the key implications for those involved.

This report helps participants, suppliers and advisors understand trends, risks and issues within the upstream oil and gas industry. It gives you an expert point of view to support informed decision making.

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  • Falling oil prices have hit Santos' finances and the outlook is finely balanced
  • Option 1 - non-core asset sales
    • Upstream assets
    • Infrastructure assets
  • Option 2 - sell-down of core LNG assets
  • Option 3 - corporate sale, merger or spin-off
  • Appendix

In this report there are 5 tables or charts, including:

  • Falling oil prices have hit Santos' finances and the outlook is finely balanced
    • Santos' strategic review: what are the options?: Table 1
  • Option 1 - non-core asset sales
    • Upstream portfolio: strategic fit of assets (bubble size proportional to NPV,10)
  • Option 2 - sell-down of core LNG assets
    • Cash-flow by asset
    • Production by asset
  • Option 3 - corporate sale, merger or spin-off
  • Appendix
    • Wood Mackenzie assessment of disposal candidates
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