ASX:STO

Investing In Oil Price Momentum, And Other Twists

Rudi Filapek-Vandyck

It is a fact not often highlighted by investors in energy and mining stocks, but financial market participants tend to treat producers of crude oil and natural gas more favourably than they do mining stocks. Show More

ASX:BPT ASX:OSH ASX:STO ASX:WPL Energy investment strategy ASX:OIL

What Mattered Today; G8 Education cops some heat

James Gerrish

A bullish day overall despite the market only adding +9pts, it was the strong move up from the daily lows (+34pts) that caught the eye - CBA interesting here and its starting to look reasonable from a technical standpoint as it enters a seasonally strong period (as discussed in the... Show More

ASX:GEM ASX:STO

What Mattered Today; Understanding the Santos bid

James Gerrish

The market was sold hard early today with the SPI Futures unwinding down around 50pts before buyers really stepped up into the low volume post Easter trade – so although we closed in the red (only just) the market did rally +27points from the daily cash lows with some big... Show More

ASX:STO

Join the conversation

15 stocks to watch following reporting season

Alex Cowie

The chaos of reporting season makes a good case against markets being efficient. It will take weeks, if not months, to fully parse the recent data download of many hundreds of reports, and to also process views gleamed from the ensuing company roadshows. Reporting season can thus generate a long... Show More

Santos: The barrel is more full than empty

Romano Sala Tenna

Whilst abnormal losses flagged in the first half pulled the statutory profit into the red, Santos’s core Net profit after tax (NPAT) at US$336m was 5% ahead of our forecast of US$323m. It was also above January analyst consensus forecasts, but these were subsequently revised upwards to US$348m leading into... Show More

ASX:STO What the market missed

Join the conversation

Outlook 2018: Aussie equities - positioning for the economic upswing

Paradice Investment Management

After years of incredibly easy monetary policy globally we are finally amid a synchronised global economic recovery the likes of which we have not seen in over a decade. Show More

Earnings Chicanery - how companies "dress up" their results

Hugh Dive

In part one of a two-piece series on financial statement trickery, we are going to look at some measures a company can take to “dress up” their financial results to create an unclear picture of their financial health. Show More

ASX:HVN ASX:STO ASX:SGH

See 2 more comments

The best kept secret in Paradice

Livewire Exclusive

For many investors Paradice Investment Management is synonymous with high-performing small cap funds. What most wouldn’t know is that Paradice is also home to an Australian large cap portfolio that was opened in 2007. The strategy, which was closed shortly after inception due to overwhelming investor interest, has delivered in... Show More

paradice ASX:BHP ASX:RIO ASX:STO ASX:WPL

See what The CEO's thought of Housing, Fitness and the Digital Wallet this week

NAOS Asset Management

“I don't see any sign of slowdown in the ability to digitize cash. I think the best description an analyst had coming off of our Investor Day was something like, I like Visa because they have a weak competitor called cash” Vasant Prabhu, CFO, Visa Show More

ASX:DLX ASX:IPL ASX:REA ASX:STO ASX:NEC ASX:MEA ASX:NAC ASX:RHL ASX:NCC

How we are playing Santos  

Romano Sala Tenna

The chronology of events this past 24 hours is rather curious and provides somewhat of a conundrum as to how to play the current machinations. Santos has stated today that on the 14th of August the company received a confidential, non-binding, conditional and indicative proposal to acquire all the shares... Show More

m&a oil santos ASX:STO

Wilson Asset Management weekly: Slick Santos result

Chris Stott

The S&P/ASX All Ordinaries Accumulation Index closed up 1.4% for the week. On Tuesday, minutes from the Reserve Bank of Australia (RBA) gave no indication as to when the central bank would raise the cash rate, despite growing market expectations of tighter policy next calendar year. On Thursday, data from... Show More

ASX:STO

Join the conversation

Where to find opportunities in large companies

Clime Asset Management

There is so much confusion about the stocks in the ASX’s large-caps index, the ASX 50. Some investors see them as ‘blue-chips’ by virtue of their size and longevity, and thus see them as long-term portfolio holds. Others think the ASX 50 is largely useless: a motley, concentrated index of... Show More

Join the conversation

Get ready to buy the dip in Santos

Michael Gable

Sentiment towards Santos has improved a great deal recently. The company has reduced costs and the price of oil seems to have stabilised for now. The interim update in August even managed to beat expectations. Show More

fairmont equities ASX:STO

Santos: The trend has turned

Romano Sala Tenna

In the true tradition of denial, we have maintained our position in Santos, and in fact, have added a modest amount over the past 12 months. Whilst it has been a particularly challenging period for both the company and investors, there are growing signs that the ship has been righted... Show More

ASX:STO

Executive Series : Santos (STO) CEO & Managing Director, Kevin Gallagher

CommSec

In this short video we discuss the features of STO’s first half of operations, which saw the group report an underlying profit of US$156 million compared to an underlying loss of $5 million a year earlier and a net loss of US$506 million, which included a previously announced US$689 million... Show More

lng santos ASX:STO GLNG

First Impressions from Reporting: STO, SCG, S32, OZL, MYO, FLT

Bell Potter

In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Santos (STO), Scentre Group (SCG), South32 (S32), OZ Minerals (OZL), MYOB Group (MYO) and Flight Centre (FLT) with links through to more detailed reports. Show More

ASX:FLT ASX:OZL ASX:STO ASX:S32 ASX:SCG ASX:MYO

Santos Half Year Result: STO 2018 guidance stronger as the rebuild phase continues

CommSec

Energy producer, Santos Limited (STO) reported a net profit of US$156 million for the first half of 2017 against a US$5 million loss in 2016. The company has been in a rebuilding phase over the last 18 months and is well on the way to meeting its renewed strategy under... Show More

earnings santos ASX:STO Juliana Roadley August 2017 Reporting Season

Sunset Strip > Trading Day Wrap From Blue Ocean 20170807

Mathan Somasundaram

Local market bounced back after 3 consecutive negative days on the back of solid US non farm payrolls and better commodities. The last time market had 4 consecutive negative days was in early May…and our market has been going sideways since then. Local market and currency got a slight boost... Show More

Think about accumulating Santos

Leyland Private Asset Management

Whilst we don’t see a return of Santos to a share price above $10 anytime soon, a level seen only a few years ago, we believe long term investors should be thinking of accumulating troubled situations such as this for a turnaround. Show More

energy oil and gas ASX:STO

Buy Hold Sell: The Dogs of FY17

Buy Hold Sell

After reviewing the stocks that shot the lights out in FY17, this week we turn the tables and look at 5 widely held stocks that dragged the market down, the worst of which has more than halved in price. We ask if the companies currently in the ‘dog-house’ will keep... Show More

buy hold sell ASX:MYR ASX:PTM ASX:STO ASX:TPM ASX:OFX ASX"MYR