Insight

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

This report contains

  • Document

    Santos' strategic review: what are the options?

    PDF 1.57 MB

Table of contents

  • Falling oil prices have hit Santos' finances and the outlook is finely balanced
    • 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 5 images and tables including:

Tables

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

Images

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

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