Santos' strategic review: what are the options?



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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

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  • Document

    Santos' strategic review: what are the options?

    PDF 1.57 MB

Table of contents

Tables and charts

This report includes 5 images and tables including:


  • Upstream portfolio: strategic fit of assets (bubble size proportional to NPV,10)
  • Cash-flow by asset
  • Production by asset


  • Santos' strategic review: what are the options?: Table 1
  • Wood Mackenzie assessment of disposal candidates

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