Insight
Santos' strategic review: what are the options?
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
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.
Table of contents
- 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
Tables and charts
This report includes the following images and tables:
- Santos' strategic review: what are the options?: Table 1
- Upstream portfolio: strategic fit of assets (bubble size proportional to NPV,10)
- Cash-flow by asset
- Production by asset
- Wood Mackenzie assessment of disposal candidates
What's included
This report contains:
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