Professional
Added to YB: 2025-12-16
Pitch date: 2025-09-30
STO.AX [bullish]
Santos Limited
-7.14%
current return
Author Info
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Company Info
Santos Limited explores, develops, produces, transports, and markets hydrocarbons in Australia and Papua New Guinea.
Market Cap
AUD 13.5B
Pitch Price
AUD 6.72
Price Target
N/A
Dividend
5.61%
EV/EBITDA
5.76
P/E
13.16
EV/Sales
3.51
Sector
Oil, Gas and Consumable Fuels
Category
growth
Show full summary:
L1 Long Short Fund Limited Portfolio Holding: Santos Limited
STO.AX (holding update): ADNOC-Carlyle takeover withdrawn after due diligence disagreements on regulatory/tax risks, especially PNG capital gains exposure. Indicative A$8.89/sh represented 28% premium. Barossa project complete, Pikka 91% done w/ Q1 26 first oil. Growth capex cycle ending = earnings/dividend inflection.
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