Today’s episode is our first venture into the world of energy.
We brought on the show Thomson Naude to help us investigate the potential mega merger between Santos (STO) and Woodside (WDS), discussing what the key assets are, what the hurdles to deal are and what it would mean to the Australian energy market.
We also discussed the recent M&A in the Perth Basin, why the east & west coast energy markets differ so widely and whether we should expect any changes in government legislation.
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
Thank you to our Podcast Partners:
InvestorHub – The go-to Digital Platform shaking up the Investor Relations industry
Email
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DSI Underground - Supplier of Ground Support Products to the Mining and Tunnelling industries
Terra Capital – Specialist investment manager in the natural resources sector
McMahon Mining Title Services (MMTS) – Australia-wide tenement service experts
Futureproof Consulting – Specialist mining-industry sustainability consultants providing ESG solutions for miners of all sizes, stages and commodities
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage + much more
KCA Site Services – Underground mining machine hire for IT’s, normet’s, trucks and more
Brooks Airways – Perth’s leading charter flight operators
K-Drill – Safe, reliable, and productive surface RC drilling
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TIMESTAMPS
(0:00:00) Introduction
(0:03:12) Deep Drilling in the Smackover and Thacker Pass
(0:07:22) Save Cobre Panama
(0:09:58) Santos Woodside potential merger
(0:11:31) Lay of the land for Aus Oil & Gas
(0:18:45) What are the synergies?
(0:21:54) How is East Coast gas market different to West Coast?
(0:24:43) Economies of scale for Oil & Gas transactions
(0:31:49) Interest in Gas from the Mining Magnates
