06/05/2025 09:23

Woodside Energy Group Ltd (WDS) $19.87

WDS has fallen over 19% so far in 2025, a move very similar to that of the underlying crude oil price. We’ve avoided chasing WDS for yield or growth, believing both will struggle over the coming years, but if/when we get another spike lower, the valuation will be compelling.

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05/05/2025 09:34

Shawn’s Trading Idea: Woodside Energy Group (WDS) $20.61

As discussed previously, MM believes oil will be supported around $US60, but a washout on the downside in the commodity and related names wouldn’t surprise.

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29/04/2025 09:39

Woodside Energy Group Ltd (WDS) $20.36

Strong global growth historically means high oil prices as demand outstrips supply, but with China struggling and tariffs weighing on consumer sentiment, things could easily get worse globally before they improve.

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25/02/2025 17:20

Woodside Energy (WDS) $24.03

WDS +2.78%: Delivered a FY24 (calendar year) result in with expectations, with a modest profit and dividend beat driven by lower expenses over the period. 

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13/02/2025 09:25

Woodside Energy (WDS) $24.91

We regularly get asked if it is time to buy WDS, and for the last few years, the general answer has been, “Be patient, grasshopper”. 

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24/01/2025 09:29

Woodside Energy Group Ltd (WDS) $24.95

WDS has primarily followed the lower oil prices in recent years, and due to this strong correlation, we need to be bullish on oil before pressing the accumulate/buy button on WDS.

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06/12/2024 09:12

Woodside Energy Corp (WDS) $24.59

In 2022, BHP sold its 38 million WDS shares for $1.1bn; the stock was left over from the WDS-BHP merger for investors outside of Australia who were ineligible to own.  Today, buyers are down around 18% on the purchases before dividends as the oil price weighs on WDS and the energy sector.

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28/11/2024 09:57

Woodside Energy Group Ltd (WDS) $24.37

WDS continues to languish down over 21% year-to-date, with many investors trying to pick the bottom. There have been no real surprises from WDS operationally in 2024; the metrics are solid, but as oil and gas prices struggle, it's tough for the producer to gain traction.

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29/10/2024 09:29

Woodside Energy Group Ltd (WDS) $24.28

Market heavyweight WDS has declined almost 22% year-to-date, but yesterday’s begrudging 1c retreat suggests some buying has resurfaced into the current weakness.

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20/09/2024 09:15

Woodside Energy Group Ltd (WDS) $24.60

WDS is down over 20% year-to-date as it cuts through support levels like a knife through butter. Over the last year, “when to buy” this $46bn ASX oil & gas giant has been a common question from subscribers, but for all intents and purposes, it comes down to a bet on commodity prices after a recent solid report that contained no hidden surprises. Interestingly, US institutional holdings in Woodside have fallen from 23% of WDS’ register in Jan’23 to 17% in Sept’24; the likelihood is that most of this selling is finished, which should help WDS's relative performance.

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