First quarter results are strong and debt levels have dropped.

Along with the narrow moat rating we raised our fair value by 12%.

We take a different view than the market on Woodside shares.

Guidance creditably maintained despite cyclones. 

Our fair value estimate holds up better than the share price.  

The industrial services and energy conglomerate is launching an off-market mop-up bid for the 28.4% of the construction materials specialist it...

As Australia's premier oil player, Woodside's (ASX: WDS) operations encompass liquid natural gas, natural gas, condensate and crude oil.

Qantas’ (ASX: QAN) profitability is normalizing following an exceptional fiscal 2023.

Santos Limited’s (ASX: STO) Barossa cash flows 18 months away and dividend surprise. 

We lower our fair value after bid.