Worley and Woodside have danced a similar step post-COVID but as the ESG theme gathers momentum we believe the future is far rosier for WOR and as the $US starts to bounce we’re considering if this is a logical time to make the switch especially as WDS isn’t set to pay another chunky dividend for around 4 months.
- We believe WOR offers significant earnings leverage to a cycle of global energy investment and decarbonisation projects, making it a better play than WDS over the coming greener years.
MM likes WOR around the $15.50 area
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NB We recently added WOR to our Hitlist.
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Woodside Energy Group (WDS) v Worley Ltd (WOR)
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Woodside Energy Group (WDS) v Worley Ltd (WOR)
