View ValuationSantos 将来の成長Future 基準チェック /16Santos利益と収益がそれぞれ年間12.9%と6.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に9.4% 13.7%なると予測されています。主要情報12.9%収益成長率13.66%EPS成長率Oil and Gas 収益成長43.0%収益成長率6.7%将来の株主資本利益率9.37%アナリストカバレッジGood最終更新日21 May 2026今後の成長に関する最新情報お知らせ • Feb 18+ 2 more updatesSantos Limited Provides Production and Sales Volume Guidance for the Year 2026Santos Limited provided production and sales volume guidance for the year 2026. Guidance for 2026 remains unchanged. Production volumes to be 101 to 111 mmboe and Sales volumes to be 101 to 111 mmboe.お知らせ • Feb 09Santos Limited Announces John Brookes Resumes ProductionSantos announced that gas production has resumed from the John Brookes platform, offshore Western Australia, and is expected to ramp-up to full rates in the coming days. Production was suspended in late-November to allow for repairs following the identification of a small leak on the main gas trunkline connecting John Brookes to the Varanus Island gas processing facilities.すべての更新を表示Recent updatesお知らせ • Mar 13Santos Limited, Annual General Meeting, Apr 16, 2026Santos Limited, Annual General Meeting, Apr 16, 2026. Location: at meeting hall c, adelaide convention centre, north terrace, adelaide, south australia, 5000., Australiaお知らせ • Feb 18+ 2 more updatesSantos Limited Provides Production and Sales Volume Guidance for the Year 2026Santos Limited provided production and sales volume guidance for the year 2026. Guidance for 2026 remains unchanged. Production volumes to be 101 to 111 mmboe and Sales volumes to be 101 to 111 mmboe.お知らせ • Dec 20Santos Limited Appoints Lachlan Harris as Chief Financial Officer, Effective 19 December 2025Santos Limited announced the appointment of Lachlan Harris as Chief Financial Officer, effective 19 December 2025. Mr. Harris has been responsible for overseeing the company's financial stewardship since his appointment as Acting Chief Financial Officer in October. In his 15 years with the business, Mr. Harris has held a range of leadership positions including across treasury, finance systems and risk. Most recently, he held the roles of Deputy Chief Financial Officer and Treasurer and previously acted in the Chief Financial Officer role. Mr. Harris is a Fellow of the Chartered Accountants Australia and New Zealand and holds a Bachelor of Commerce (Accounting & Finance).お知らせ • Sep 17XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) cancelled the acquisition of Santos Limited (ASX:STO).XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) proposed to acquire Santos Limited (ASX:STO) for AUD 28.8 billion on June 13, 2025. The offer per share value for Santos is AUD 8.89 per share. This acquisition is via a scheme of arrangement. Santos Board confirms that, subject to reaching agreement on acceptable terms of a binding SIA, it intends to unanimously recommend that Santos Shareholders vote in favour of the Potential Transaction, in the absence of a superior proposal and subject to an independent expert concluding, and continuing to conclude, that the Potential Transaction is fair and reasonable and in the best interests of Santos Shareholders. As of June 27, 2025, XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. has entered into a process and exclusivity deed to acquire Santos Limited. The Indicative Proposal is subject to the satisfactory completion of confirmatory due diligence by the XRG Consortium and the negotiation and execution of an agreed scheme implementation agreement (SIA) with Santos on customary terms and conditions. Implementation of the scheme under the SIA would be conditional on (among other things) customary approval from the Foreign Investment Review Board, Australian Securities and Investments Commission, National Offshore Petroleum Titles Administrator, PNG Securities Commission, PNG Independent Consumer and Competition Commission and Committee on Foreign Investment in the United States. As of July 1, 2025, the consortium has been granted exclusive due diligence access for a period of six weeks from June 27, 2025. The exclusivity provisions include customary “no shop”, “no talk”, “no due diligence” and “notification” obligations that apply during the exclusivity period. The transaction also requires approval from regulators in Papua New Guinea and the United States. As on August 11, 2025, The XRG Consortium has now substantially completed due diligence in relation to the Potential Transaction under the Process and Exclusivity Deed dated June 27, 2025. Santos has consented to the Extension until August 22, 2025 to enable the XRG Consortium to finalise due diligence and progress a scheme implementation agreement (SIA). Santos Shareholders do not need to take any action in relation to this announcement. Santos notes that there is no certainty that the XRG Consortium will enter into a binding SIA on terms acceptable to Santos or that the Potential Transaction will proceed. Santos will continue to keep its shareholders informed in accordance with its continuous disclosure obligations. As on August 19, 2025, The XRG Consortium has indicated that these approvals are expected to take four weeks to obtain (assuming an expedited process, potentially longer without) from the time that both due diligence is complete and the terms of an SIA are agreed in principle. As on August 25, 2025, The Consortium has requested an extension of the exclusivity period to conclude due diligence and to allow the Consortium to obtain all necessary approvals to enter into a binding transaction. Santos has agreed to an extension of the Process Deed September 19, 2025. The Goldman Sachs Group, Inc. (NYSE:GS) and J.B. North & Co Pty Ltd acted as financial advisor and Herbert Smith Freehills Kramer acted as legal advisor to Santos. Rothschild & Co is acting as independent board adviser. XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) cancelled the acquisition of Santos Limited (ASX:STO) on September 17, 2025.お知らせ • Aug 25Santos Limited Announces Ordinary Fully Paid Dividend for A Period of Six Months Ended June 30, 2025, Payable on October 1, 2025Santos Limited announced ordinary fully paid dividend of USD 0.1340 per security for a period of six months ended June 30, 2025. Record Date: September 3, 2025, Ex Date: September 2, 2025 and Payment Date: October 1, 2025.お知らせ • Jun 16XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) proposed to acquire Santos Limited (ASX:STO) for AUD 28.8 billion.XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) proposed to acquire Santos Limited (ASX:STO) for AUD 28.8 billion on June 13, 2025. The offer per share value for Santos is AUD 8.89 per share. This acquisition is via a scheme of arrangement. Santos Board confirms that, subject to reaching agreement on acceptable terms of a binding SIA, it intends to unanimously recommend that Santos Shareholders vote in favour of the Potential Transaction, in the absence of a superior proposal and subject to an independent expert concluding, and continuing to conclude, that the Potential Transaction is fair and reasonable and in the best interests of Santos Shareholders. The Indicative Proposal is subject to the satisfactory completion of confirmatory due diligence by the XRG Consortium and the negotiation and execution of an agreed scheme implementation agreement (SIA) with Santos on customary terms and conditions. Implementation of the scheme under the SIA would be conditional on (among other things) customary approval from the Foreign Investment Review Board, Australian Securities and Investments Commission, National Offshore Petroleum Titles Administrator, PNG Securities Commission, PNG Independent Consumer and Competition Commission and Committee on Foreign Investment in the United States. The Goldman Sachs Group, Inc. (NYSE:GS) and J.B. North & Co Pty Ltd acted as financial advisor and Herbert Smith Freehills Kramer acted as legal advisor to Santos. Rothschild & Co is acting as independent board adviser.お知らせ • Mar 07Santos Limited, Annual General Meeting, Apr 10, 2025Santos Limited, Annual General Meeting, Apr 10, 2025. Location: at the theatre room, adelaide entertainment centre, 98 port road, hindmarsh 5007, Australiaお知らせ • Jan 09+ 4 more updatesSantos Limited to Report Q3, 2025 Results on Oct 16, 2025Santos Limited announced that they will report Q3, 2025 results on Oct 16, 2025お知らせ • Nov 04Kumul Petroleum Holdings Limited acquired 2.6% stake in PNG LNG Inc. from Santos Limited (ASX:STO) for approximately $600 million.Kumul Petroleum Holdings Limited entered into an agreement to acquire a 2.6% stake in PNG LNG Inc. from Santos Limited (ASX:STO) for approximately $590 million on September 1, 2023. The transaction is subject to n the approval of the PNG competition regulator. The transaction is expected to closed on or before December 31, 2023. As on December 29, 2023, Santos is pleased to confirm that further to the announcement on August 31, 2023 for the sale of 2.6% of PNG LNG to Kumul Petroleum Holdings Limited (Kumul), funding for the transaction has been secured by Kumul. Kumul has paid approximately $250 million into escrow with Santos as part payment of the purchase price. Additionally, Kumul has executed binding funding arrangements for the remainder of the consideration, which will be available for drawdown by January 31, 2024. Approval by the PNG independent Consumer and Competition Commission (ICCC) for the transaction has been received, satisfying the only condition precedent to the transaction. The commercial terms of the transaction remain unchanged. As on February 1, 2024, Santos and Kumul have agreed an amendment to the Sale Agreement where Kumul has taken an effective interest in the Santos entity that holds the 2.6% sale interest. Kumul has paid $352 million to Santos (equivalent to a 1.6%) on January 31, 2024 to allow partial completion of the transaction. The amendment provides additional time for Kumul to pay the remaining purchase price of $241 million. Until final completion, Santos retains control of the entity holding the 2.6% and in order to assist with purchase of the remaining interest, future project distributions associated with the interest sold to Kumul will be applied to acquiring the remaining interest. Kumul Petroleum Holdings Limited completed the acquisition of 2.6% stake in PNG LNG Inc. from Santos Limited (ASX:STO) for approximately $600 million on November 4, 2024.お知らせ • Sep 07Santos Limited Announces Chief Financial Officer ChangesSantos announced the retirement of Ms. Anthea McKinnell as Chief Financial Officer and the appointment of Ms. Sherry Duhe to the role. Ms. Duhe joins Santos as a highly skilled and experienced finance executive in the energy sector. During her 28-year career, primarily in the oil and gas industry, Ms. Duhe has held senior finance, commercial, and merger and acquisition roles in Australia, the United States, Europe and the Middle East. Ms. Duhe was most recently interim Chief Executive Officer at Newcrest Limited where she worked closely with Management and the Board to successfully negotiate and complete the sale of the company to Newmont. Ms. Duhe served as Chief Financial Officer at Woodside Energy for four years until early 2022, prior to which she had a 13-year career with Shell, holding varied international finance roles of increasing scope and accountability. She commenced her career with Exxon Mobil. Ms. Duhe holds a Bachelor of Science in Accounting from Louisiana State University and an International Master of Business Administration from the University of South Carolina. She is also a Certified Public Accountant.お知らせ • Sep 04Timor GAP, E.P. agreed to acquire 16% stake in Bayu-Undan upstream project from Santos Limited (ASX:STO), Tokyo Timor Sea Resources Pty Ltd, Eni S.p.A. (BIT:ENI), Inpex Corporation (TSE:1605) and SK E&S Co., Ltd.Timor GAP, E.P. signed a sale and purchase deed to acquire 16% stake in Bayu-Undan upstream project from Santos Limited (ASX:STO), Tokyo Timor Sea Resources Pty Ltd, Eni S.p.A. (BIT:ENI), Inpex Corporation (TSE:1605) and SK E&S Co., Ltd. on September 2, 2024. Execution of the SPD to effect this transaction is planned to occur in mid-September.Declared Dividend • Aug 23First half dividend of US$0.13 announcedShareholders will receive a dividend of US$0.13. Ex-date: 26th August 2024 Payment date: 25th September 2024 Dividend yield will be 6.6%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (78% earnings payout ratio) but not covered by cash flows (141% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 23Santos Limited Announces Estimated Ordinary Dividend for the Six Months Ended June 30, 2024, Payable on September 25, 2024Santos Limited announced estimated ordinary dividend of USD 0.13000000 per share for the six months ended June 30, 2024. The dividend is payable on September 25, 2024 with record date of August 27, 2024 and ex-date of August 26, 2024.Reported Earnings • Aug 22First half 2024 earnings released: EPS: US$0.20 (vs US$0.24 in 1H 2023)First half 2024 results: EPS: US$0.20 (down from US$0.24 in 1H 2023). Revenue: US$2.71b (down 8.6% from 1H 2023). Net income: US$636.0m (down 20% from 1H 2023). Profit margin: 24% (down from 27% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 1.1% decline forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • May 09Santos, Repsol Reportedly Explore Sale of Stakes in Alaska OilfieldsOil and gas producers Santos Limited (ASX:STO) and Repsol, S.A. (BME:REP) are exploring a sale of a minority stake in oilfields in Alaska they jointly own and develop in a deal that could be worth about $1 billion, according to people familiar with the matter. The oilfields include the Pikka project, which is one of the largest oil prospects in Alaska and has been valued at about $4.5 billion by consultancy firm Rystad Energy. The companies are working with an investment bank to jointly sell minority stakes in Pikka, alongside partial interests in the Horseshoe and Quokka fields that are located in the North Slope region of Alaska, the sources said, requesting anonymity as the discussions are confidential. Repsol and Santos declined to comment. The stakes are so-called non-operating positions, meaning the owner gets a share of the proceeds from the sale of hydrocarbons without needing to undertake any drilling or be involved in operations. They are required to contribute to their share of costs. Potential buyer interest will likely be impacted by factors including legal and environmental risks, the sources said, cautioning a deal is not guaranteed.お知らせ • Mar 01Santos Limited Announces Actual Ordinary Fully Paid Dividend for the Six Months Ended December 31, 2023, Payable on March 27, 2024Santos Limited announced actual ordinary fully paid dividend of USD 0.17500000 per share for the six months ended December 31, 2023. The dividend is payable on March 27, 2024 with record date of February 27, 2024 and ex-date of February 26, 2024.Declared Dividend • Feb 23Final dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 26th February 2024 Payment date: 27th March 2024 Dividend yield will be 5.8%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (60% earnings payout ratio) but not adequately covered by cash flows (95% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 21Full year 2023 earnings released: EPS: US$0.43 (vs US$0.63 in FY 2022)Full year 2023 results: EPS: US$0.43 (down from US$0.63 in FY 2022). Revenue: US$5.89b (down 24% from FY 2022). Net income: US$1.42b (down 33% from FY 2022). Profit margin: 24% (down from 27% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Feb 07Woodside Energy Says Merger Talks with Santos CollapsedAustralia's Woodside Energy Group Ltd. (ASX:WDS), opens new tab and Santos Limited (ASX:STO) said they had ended talks to create a possible AUD 80 billion ($52 billion) global oil and gas giant. Woodside, which is more than twice as large as Santos in terms of market value and revenue, said it would only pursue a deal that would add value for its shareholders. The talks fell apart as the two companies could not agree on a valuation level, according to two sources with direct knowledge of the matter who could not be named discussing confidential information. A firm bid did not emerge from Woodside following the almost two months of due diligence and negotiations that the parties undertook, one of the sources said. Woodside declined to comment on those points and Santos did not immediately respond to a request for comment. Santos said in a statement after "an initial exchange of information, sufficient combination benefits were not identified to support a merger that would be in the best interests of Santos shareholders". "We have a strong balance sheet and continue to review options to unlock value for shareholders," it said. If the merger had taken place, it would have created a major global liquefied natural gas (LNG) producer that could attract more offshore investors as gas is seen as a key bridging fuel in the shift to cleaner energy. "While the discussions with Santos did not result in a transaction, Woodside considers that the global LNG sector provides significant potential for value creation," Woodside CEO Meg O’Neill said in a statement. Woodside had faced pressure from some investors not to pay a premium for Santos in what would have been one of the largest corporate takeovers in Australian history. "Woodside's decision to walk away is a relief," said Simon Mawhinney, chief investment officer at Allan Gray which holds A$700 million worth of Woodside stock. The fund last week wrote to management warning against pursuing a deal. "We had hoped this would be the outcome," Mawhinney said. "It was unclear to us where there was much merit in a tie up. It further cements our view about Woodside's capital discipline".お知らせ • Jan 25Santos Limited, Annual General Meeting, Apr 11, 2024Santos Limited, Annual General Meeting, Apr 11, 2024.お知らせ • Jan 09Santos Limited Announces Company Secretary ChangesSantos Limited announced the appointment of Amelia Senneck as Company Secretary effective 9 January 2024. The appointment coincides with Amanda Devonish's resignation as Company Secretary.お知らせ • Dec 07Woodside Energy Response to Media SpeculationIn response to recent media speculation, Woodside Energy Group Ltd. (ASX:WDS) confirmed it is in discussions regarding a potential merger with Santos Limited (ASX:STO). Discussions remain confidential and incomplete, and there is no certainty that the discussions will lead to a transaction. As a global energy company, Woodside continuously assesses a range of opportunities to create and deliver value for shareholders. Woodside will continue to update the market in accordance with its continuous disclosure obligations.お知らせ • Oct 19+ 4 more updatesSantos Limited to Report Fiscal Year 2024 Results on Aug 21, 2024Santos Limited announced that they will report fiscal year 2024 results on Aug 21, 2024Recent Insider Transactions • Sep 11MD, CEO & Director recently sold €2.8m worth of stockOn the 8th of September, Kevin Gallagher sold around 599k shares on-market at roughly €4.64 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Kevin has been a net seller over the last 12 months, reducing personal holdings by €4.1m.お知らせ • Sep 01Santos Limited Announces Dividend for the Six Months Ended June 30, 2023 Payable on September 28, 2023Santos Limited announced actual ordinary fully paid dividend of USD 0.08700000 per share for the six months ended June 30, 2023. The dividend is payable on September 28, 2023 with record date of August 29, 2023 and ex-date of August 28, 2023.お知らせ • Aug 25CPC Reportedly Set for Dorado StakeCPC Corporation, Taiwan is being tipped as the most likely buyer of an additional stake in the Dorado oil and gas project off the coast of Western Australia. Owner Santos Limited (ASX:STO) is understood to have had four or five parties in a data room, in a process run by investment bank Goldman Sachs. Among them are believed to be Kufpec (Kuwait Foreign Petroleum Exploration Company K.S.C.) and at least one Japanese suitor, with Mitsui & Co., Ltd. (TSE:8031) and Mitsubishi Corporation (TSE:8058) likely candidates. Other likely parties are Tokyo Gas Co.,Ltd. (TSE:9531), Osaka Gas Co., Ltd. (TSE:9532) and Jadestone Energy plc (AIM:JSE). But the latest chatter in the market is that Santos is pinning its hopes on CPC investing further. CPC recently finalised a deal with Carnarvon, the other owner of the project, to buy a 10% interest in Dorado and its Pavo project for an all-up payment of $146 million. Santos has an 80% interest in Dorado and the thinking in the market is that it remains keen to reduce that exposure to about 60%. Azure Capital-advised Carnarvon Energy was the only other holder before CPC bought in. Dorado, once owned by Woodside Petroleum and later Quadrant Energy before it was purchased by Santos, is an integrated oil and gas project that will be developed in two phases. It is located in the Bedout sub-basin, about 140km off the coast of WA's Port Hedland.お知らせ • Aug 23Santos Limited Announces Estimated Ordinary Dividend for the Six Months Ended June 30, 2023, Payable on September 28, 2023Santos Limited announced estimated ordinary fully paid dividend of USD 0.08700000 per share for the six months ended June 30, 2023. The dividend is payable on September 28, 2023 with record date of August 29, 2023 and ex-date of August 28, 2023.Reported Earnings • Aug 23First half 2023 earnings released: EPS: US$0.24 (vs US$0.35 in 1H 2022)First half 2023 results: EPS: US$0.24 (down from US$0.35 in 1H 2022). Revenue: US$2.97b (down 21% from 1H 2022). Net income: US$790.0m (down 32% from 1H 2022). Profit margin: 27% (down from 31% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 1.5% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 25Santos Reportedly Shortlists Bidders for Dorado ProjectSantos Limited (ASX:STO) Santos is believed to have shortlisted bidders for round two in the contest for a stake in its Dorado project in Western Australia. It is understood that a stake of about 25%, expected to be worth about $500 million, is on offer through investment bank Goldman Sachs. Among those in the race is Kuwait Foreign Petroleum Exploration Company K.S.C. (Kufpec), and the sale process has drawn interest from Southeast Asia. Santos owns 80% of the project, with Azure Capital-advised Carnarvon Energy the remaining holder. Carnarvon sold a 10% stake to Taiwan's CPC for $146 million in February. Sources have suggested that Taiwan's CPC might increase its interest, and Indian companies could consider an acquisition. Dorado is an integrated oil and gas project that will be developed in two phases. The Dorado and Pavo fields are estimated to contain gross 2C recoverable contingent resources of 189 million barrels of liquids and 401 petajoules of gas.お知らせ • Jul 12Santos Limited Announces Resignation of Jodie Hatherly as Company Secretary, Effective 31 July 2023Santos Limited announced that Jodie Hatherly has resigned as a company secretary, effective 31 July 2023. Amanda Devonish remains as company secretary.お知らせ • Feb 09Santos Limited Announces John Brookes Resumes ProductionSantos announced that gas production has resumed from the John Brookes platform, offshore Western Australia, and is expected to ramp-up to full rates in the coming days. Production was suspended in late-November to allow for repairs following the identification of a small leak on the main gas trunkline connecting John Brookes to the Varanus Island gas processing facilities.Recent Insider Transactions • Sep 20Independent Non-Executive Director recently bought €52k worth of stockOn the 13th of September, Janine McArdle bought around 10k shares on-market at roughly €5.25 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €1.6m more in shares than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Aug 24Investor sentiment improved over the past weekAfter last week's 15% share price gain to €5.38, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.43 per share.Reported Earnings • Aug 18First half 2022 earnings released: EPS: US$0.35 (vs US$0.17 in 1H 2021)First half 2022 results: EPS: US$0.35 (up from US$0.17 in 1H 2021). Revenue: US$3.77b (up 85% from 1H 2021). Net income: US$1.17b (up 230% from 1H 2021). Profit margin: 31% (up from 17% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 22%, compared to a 40% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • May 29Independent Non-Executive Director recently bought €55k worth of stockOn the 26th of May, Janine McArdle bought around 10k shares on-market at roughly €5.48 per share. In the last 3 months, they made an even bigger purchase worth €67k. Despite this recent purchase, insiders have collectively sold €1.6m more in shares than they bought in the last 12 months.Recent Insider Transactions • May 26Independent Non-Executive Director recently bought €67k worth of stockOn the 18th of May, Janine McArdle bought around 12k shares on-market at roughly €5.58 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €1.7m more in shares than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to €5.28, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 7x in the Oil and Gas industry in Europe. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €8.72 per share.Recent Insider Transactions • Mar 01MD, CEO & Director recently sold €1.8m worth of stockOn the 23rd of February, Kevin Gallagher sold around 400k shares on-market at roughly €4.57 per share. This was the largest sale by an insider in the last 3 months. This was Kevin's only on-market trade for the last 12 months.Recent Insider Transactions • Feb 19Independent Non-Executive Director recently bought €63k worth of stockOn the 17th of February, Eileen Doyle bought around 14k shares on-market at roughly €4.59 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Feb 16Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: US$0.31 (up from US$0.17 loss in FY 2020). Revenue: US$4.71b (up 39% from FY 2020). Net income: US$658.0m (up US$1.02b from FY 2020). Profit margin: 14% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 51%, compared to a 66% growth forecast for the oil industry in Germany. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • Aug 18First half 2021 earnings released: EPS US$0.17 (vs US$0.14 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: US$2.04b (up 22% from 1H 2020). Net income: US$354.0m (up US$643.0m from 1H 2020). Profit margin: 17% (up from net loss in 1H 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Executive Departure • Mar 10Non-Executive Director has left the companyOn the 10th of March, Yujiang Shi's tenure as Non-Executive Director ended after less than a year in the role. We don't have any record of a personal shareholding under Yujiang's name. A total of 3 executives have left over the last 12 months.Is New 90 Day High Low • Feb 26New 90-day high: €4.70The company is up 24% from its price of €3.80 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.96 per share.Recent Insider Transactions • Feb 25MD, CEO & Director recently sold €1.5m worth of stockOn the 19th of February, Kevin Gallagher sold around 340k shares on-market at roughly €4.50 per share. This was the largest sale by an insider in the last 3 months. Kevin has been a seller over the last 12 months, reducing personal holdings by €2.8m.Reported Earnings • Feb 20Full year 2020 earnings released: US$0.17 loss per share (vs US$0.32 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: US$3.39b (down 16% from FY 2019). Net loss: US$357.0m (down 153% from profit in FY 2019). Oil reserves and sales price Proven reserves: 38 MMbbls Average sales price/bbl (hedged): US$47.70 Gas reserves Proven reserves: 2650 Bcf Combined production and costs Oil equivalent production: 50.2 MMboe Average production cost/Boe: US$8.04 (US$7.24/Boe in FY 2019) Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 20Revenue misses expectationsRevenue missed analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 25%, compared to a 27% growth forecast for the Oil and Gas industry in Germany.業績と収益の成長予測DB:STS1 - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20287,1351,8192,2824,2441112/31/20277,4341,9712,4514,3591112/31/20267,3401,9741,8563,7721112/31/20254,9398187572,813N/A9/30/20255,0949237262,888N/A6/30/20255,2491,0276942,962N/A3/31/20255,3151,1265722,906N/A12/31/20245,3811,2244492,850N/A9/30/20245,5071,2435252,960N/A6/30/20245,6331,2626013,070N/A3/31/20245,7611,3397453,164N/A12/31/20235,8891,4168893,258N/A9/30/20236,4401,5761,4683,654N/A6/30/20236,9911,7352,0474,049N/A3/31/20237,3911,9242,4494,304N/A12/31/20227,7902,1122,8514,558N/A9/30/20227,1151,7922,4654,013N/A6/30/20226,4391,4712,0783,467N/A3/31/20225,5761,0651,6242,870N/A12/31/20214,7136581,1692,272N/A9/30/20214,2364729461,926N/A6/30/20213,7592867231,580N/A3/31/20213,573-357151,528N/A12/31/20203,387-3577061,476N/A9/30/20203,557-1808221,655N/A6/30/20203,727-39381,833N/A3/31/20203,8803361,0541,940N/A12/31/20194,0336741,1692,046N/A9/30/20193,994794N/A2,016N/A6/30/20193,954914N/A1,985N/A3/31/20193,807772N/A1,782N/A12/31/20183,660630N/A1,578N/A9/30/20183,496440N/A1,415N/A6/30/20183,331250N/A1,252N/A3/31/20183,216-55N/A1,250N/A12/31/20173,100-360N/A1,248N/A9/30/20172,976-404N/A1,219N/A6/30/20172,852-449N/A1,189N/A3/31/20172,723-748N/A1,015N/A12/31/20162,594-1,047N/A840N/A9/30/20162,483-2,067N/A763N/A6/30/20162,372-3,087N/A686N/A3/31/20162,407-2,520N/A749N/A12/31/20152,442-1,953N/A811N/A9/30/20152,607-1,363N/A1,000N/A6/30/20152,916-848N/A1,262N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: STS1の予測収益成長率 (年間12.9% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: STS1の収益 ( 12.9% ) German市場 ( 16.9% ) よりも低い成長が予測されています。高成長収益: STS1の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: STS1の収益 ( 6.7% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: STS1の収益 ( 6.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: STS1の 自己資本利益率 は、3年後には低くなると予測されています ( 9.4 %)。成長企業の発掘7D1Y7D1Y7D1YEnergy 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 23:53終値2026/05/21 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Santos Limited 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19 アナリスト機関Dale KoendersBarrenjoey Markets Pty LimitedNEIL BEVERIDGEBernsteinMatt ChalmersBofA Global Research16 その他のアナリストを表示
お知らせ • Feb 18+ 2 more updatesSantos Limited Provides Production and Sales Volume Guidance for the Year 2026Santos Limited provided production and sales volume guidance for the year 2026. Guidance for 2026 remains unchanged. Production volumes to be 101 to 111 mmboe and Sales volumes to be 101 to 111 mmboe.
お知らせ • Feb 09Santos Limited Announces John Brookes Resumes ProductionSantos announced that gas production has resumed from the John Brookes platform, offshore Western Australia, and is expected to ramp-up to full rates in the coming days. Production was suspended in late-November to allow for repairs following the identification of a small leak on the main gas trunkline connecting John Brookes to the Varanus Island gas processing facilities.
お知らせ • Mar 13Santos Limited, Annual General Meeting, Apr 16, 2026Santos Limited, Annual General Meeting, Apr 16, 2026. Location: at meeting hall c, adelaide convention centre, north terrace, adelaide, south australia, 5000., Australia
お知らせ • Feb 18+ 2 more updatesSantos Limited Provides Production and Sales Volume Guidance for the Year 2026Santos Limited provided production and sales volume guidance for the year 2026. Guidance for 2026 remains unchanged. Production volumes to be 101 to 111 mmboe and Sales volumes to be 101 to 111 mmboe.
お知らせ • Dec 20Santos Limited Appoints Lachlan Harris as Chief Financial Officer, Effective 19 December 2025Santos Limited announced the appointment of Lachlan Harris as Chief Financial Officer, effective 19 December 2025. Mr. Harris has been responsible for overseeing the company's financial stewardship since his appointment as Acting Chief Financial Officer in October. In his 15 years with the business, Mr. Harris has held a range of leadership positions including across treasury, finance systems and risk. Most recently, he held the roles of Deputy Chief Financial Officer and Treasurer and previously acted in the Chief Financial Officer role. Mr. Harris is a Fellow of the Chartered Accountants Australia and New Zealand and holds a Bachelor of Commerce (Accounting & Finance).
お知らせ • Sep 17XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) cancelled the acquisition of Santos Limited (ASX:STO).XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) proposed to acquire Santos Limited (ASX:STO) for AUD 28.8 billion on June 13, 2025. The offer per share value for Santos is AUD 8.89 per share. This acquisition is via a scheme of arrangement. Santos Board confirms that, subject to reaching agreement on acceptable terms of a binding SIA, it intends to unanimously recommend that Santos Shareholders vote in favour of the Potential Transaction, in the absence of a superior proposal and subject to an independent expert concluding, and continuing to conclude, that the Potential Transaction is fair and reasonable and in the best interests of Santos Shareholders. As of June 27, 2025, XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. has entered into a process and exclusivity deed to acquire Santos Limited. The Indicative Proposal is subject to the satisfactory completion of confirmatory due diligence by the XRG Consortium and the negotiation and execution of an agreed scheme implementation agreement (SIA) with Santos on customary terms and conditions. Implementation of the scheme under the SIA would be conditional on (among other things) customary approval from the Foreign Investment Review Board, Australian Securities and Investments Commission, National Offshore Petroleum Titles Administrator, PNG Securities Commission, PNG Independent Consumer and Competition Commission and Committee on Foreign Investment in the United States. As of July 1, 2025, the consortium has been granted exclusive due diligence access for a period of six weeks from June 27, 2025. The exclusivity provisions include customary “no shop”, “no talk”, “no due diligence” and “notification” obligations that apply during the exclusivity period. The transaction also requires approval from regulators in Papua New Guinea and the United States. As on August 11, 2025, The XRG Consortium has now substantially completed due diligence in relation to the Potential Transaction under the Process and Exclusivity Deed dated June 27, 2025. Santos has consented to the Extension until August 22, 2025 to enable the XRG Consortium to finalise due diligence and progress a scheme implementation agreement (SIA). Santos Shareholders do not need to take any action in relation to this announcement. Santos notes that there is no certainty that the XRG Consortium will enter into a binding SIA on terms acceptable to Santos or that the Potential Transaction will proceed. Santos will continue to keep its shareholders informed in accordance with its continuous disclosure obligations. As on August 19, 2025, The XRG Consortium has indicated that these approvals are expected to take four weeks to obtain (assuming an expedited process, potentially longer without) from the time that both due diligence is complete and the terms of an SIA are agreed in principle. As on August 25, 2025, The Consortium has requested an extension of the exclusivity period to conclude due diligence and to allow the Consortium to obtain all necessary approvals to enter into a binding transaction. Santos has agreed to an extension of the Process Deed September 19, 2025. The Goldman Sachs Group, Inc. (NYSE:GS) and J.B. North & Co Pty Ltd acted as financial advisor and Herbert Smith Freehills Kramer acted as legal advisor to Santos. Rothschild & Co is acting as independent board adviser. XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) cancelled the acquisition of Santos Limited (ASX:STO) on September 17, 2025.
お知らせ • Aug 25Santos Limited Announces Ordinary Fully Paid Dividend for A Period of Six Months Ended June 30, 2025, Payable on October 1, 2025Santos Limited announced ordinary fully paid dividend of USD 0.1340 per security for a period of six months ended June 30, 2025. Record Date: September 3, 2025, Ex Date: September 2, 2025 and Payment Date: October 1, 2025.
お知らせ • Jun 16XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) proposed to acquire Santos Limited (ASX:STO) for AUD 28.8 billion.XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) proposed to acquire Santos Limited (ASX:STO) for AUD 28.8 billion on June 13, 2025. The offer per share value for Santos is AUD 8.89 per share. This acquisition is via a scheme of arrangement. Santos Board confirms that, subject to reaching agreement on acceptable terms of a binding SIA, it intends to unanimously recommend that Santos Shareholders vote in favour of the Potential Transaction, in the absence of a superior proposal and subject to an independent expert concluding, and continuing to conclude, that the Potential Transaction is fair and reasonable and in the best interests of Santos Shareholders. The Indicative Proposal is subject to the satisfactory completion of confirmatory due diligence by the XRG Consortium and the negotiation and execution of an agreed scheme implementation agreement (SIA) with Santos on customary terms and conditions. Implementation of the scheme under the SIA would be conditional on (among other things) customary approval from the Foreign Investment Review Board, Australian Securities and Investments Commission, National Offshore Petroleum Titles Administrator, PNG Securities Commission, PNG Independent Consumer and Competition Commission and Committee on Foreign Investment in the United States. The Goldman Sachs Group, Inc. (NYSE:GS) and J.B. North & Co Pty Ltd acted as financial advisor and Herbert Smith Freehills Kramer acted as legal advisor to Santos. Rothschild & Co is acting as independent board adviser.
お知らせ • Mar 07Santos Limited, Annual General Meeting, Apr 10, 2025Santos Limited, Annual General Meeting, Apr 10, 2025. Location: at the theatre room, adelaide entertainment centre, 98 port road, hindmarsh 5007, Australia
お知らせ • Jan 09+ 4 more updatesSantos Limited to Report Q3, 2025 Results on Oct 16, 2025Santos Limited announced that they will report Q3, 2025 results on Oct 16, 2025
お知らせ • Nov 04Kumul Petroleum Holdings Limited acquired 2.6% stake in PNG LNG Inc. from Santos Limited (ASX:STO) for approximately $600 million.Kumul Petroleum Holdings Limited entered into an agreement to acquire a 2.6% stake in PNG LNG Inc. from Santos Limited (ASX:STO) for approximately $590 million on September 1, 2023. The transaction is subject to n the approval of the PNG competition regulator. The transaction is expected to closed on or before December 31, 2023. As on December 29, 2023, Santos is pleased to confirm that further to the announcement on August 31, 2023 for the sale of 2.6% of PNG LNG to Kumul Petroleum Holdings Limited (Kumul), funding for the transaction has been secured by Kumul. Kumul has paid approximately $250 million into escrow with Santos as part payment of the purchase price. Additionally, Kumul has executed binding funding arrangements for the remainder of the consideration, which will be available for drawdown by January 31, 2024. Approval by the PNG independent Consumer and Competition Commission (ICCC) for the transaction has been received, satisfying the only condition precedent to the transaction. The commercial terms of the transaction remain unchanged. As on February 1, 2024, Santos and Kumul have agreed an amendment to the Sale Agreement where Kumul has taken an effective interest in the Santos entity that holds the 2.6% sale interest. Kumul has paid $352 million to Santos (equivalent to a 1.6%) on January 31, 2024 to allow partial completion of the transaction. The amendment provides additional time for Kumul to pay the remaining purchase price of $241 million. Until final completion, Santos retains control of the entity holding the 2.6% and in order to assist with purchase of the remaining interest, future project distributions associated with the interest sold to Kumul will be applied to acquiring the remaining interest. Kumul Petroleum Holdings Limited completed the acquisition of 2.6% stake in PNG LNG Inc. from Santos Limited (ASX:STO) for approximately $600 million on November 4, 2024.
お知らせ • Sep 07Santos Limited Announces Chief Financial Officer ChangesSantos announced the retirement of Ms. Anthea McKinnell as Chief Financial Officer and the appointment of Ms. Sherry Duhe to the role. Ms. Duhe joins Santos as a highly skilled and experienced finance executive in the energy sector. During her 28-year career, primarily in the oil and gas industry, Ms. Duhe has held senior finance, commercial, and merger and acquisition roles in Australia, the United States, Europe and the Middle East. Ms. Duhe was most recently interim Chief Executive Officer at Newcrest Limited where she worked closely with Management and the Board to successfully negotiate and complete the sale of the company to Newmont. Ms. Duhe served as Chief Financial Officer at Woodside Energy for four years until early 2022, prior to which she had a 13-year career with Shell, holding varied international finance roles of increasing scope and accountability. She commenced her career with Exxon Mobil. Ms. Duhe holds a Bachelor of Science in Accounting from Louisiana State University and an International Master of Business Administration from the University of South Carolina. She is also a Certified Public Accountant.
お知らせ • Sep 04Timor GAP, E.P. agreed to acquire 16% stake in Bayu-Undan upstream project from Santos Limited (ASX:STO), Tokyo Timor Sea Resources Pty Ltd, Eni S.p.A. (BIT:ENI), Inpex Corporation (TSE:1605) and SK E&S Co., Ltd.Timor GAP, E.P. signed a sale and purchase deed to acquire 16% stake in Bayu-Undan upstream project from Santos Limited (ASX:STO), Tokyo Timor Sea Resources Pty Ltd, Eni S.p.A. (BIT:ENI), Inpex Corporation (TSE:1605) and SK E&S Co., Ltd. on September 2, 2024. Execution of the SPD to effect this transaction is planned to occur in mid-September.
Declared Dividend • Aug 23First half dividend of US$0.13 announcedShareholders will receive a dividend of US$0.13. Ex-date: 26th August 2024 Payment date: 25th September 2024 Dividend yield will be 6.6%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (78% earnings payout ratio) but not covered by cash flows (141% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 23Santos Limited Announces Estimated Ordinary Dividend for the Six Months Ended June 30, 2024, Payable on September 25, 2024Santos Limited announced estimated ordinary dividend of USD 0.13000000 per share for the six months ended June 30, 2024. The dividend is payable on September 25, 2024 with record date of August 27, 2024 and ex-date of August 26, 2024.
Reported Earnings • Aug 22First half 2024 earnings released: EPS: US$0.20 (vs US$0.24 in 1H 2023)First half 2024 results: EPS: US$0.20 (down from US$0.24 in 1H 2023). Revenue: US$2.71b (down 8.6% from 1H 2023). Net income: US$636.0m (down 20% from 1H 2023). Profit margin: 24% (down from 27% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 1.1% decline forecast for the Oil and Gas industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • May 09Santos, Repsol Reportedly Explore Sale of Stakes in Alaska OilfieldsOil and gas producers Santos Limited (ASX:STO) and Repsol, S.A. (BME:REP) are exploring a sale of a minority stake in oilfields in Alaska they jointly own and develop in a deal that could be worth about $1 billion, according to people familiar with the matter. The oilfields include the Pikka project, which is one of the largest oil prospects in Alaska and has been valued at about $4.5 billion by consultancy firm Rystad Energy. The companies are working with an investment bank to jointly sell minority stakes in Pikka, alongside partial interests in the Horseshoe and Quokka fields that are located in the North Slope region of Alaska, the sources said, requesting anonymity as the discussions are confidential. Repsol and Santos declined to comment. The stakes are so-called non-operating positions, meaning the owner gets a share of the proceeds from the sale of hydrocarbons without needing to undertake any drilling or be involved in operations. They are required to contribute to their share of costs. Potential buyer interest will likely be impacted by factors including legal and environmental risks, the sources said, cautioning a deal is not guaranteed.
お知らせ • Mar 01Santos Limited Announces Actual Ordinary Fully Paid Dividend for the Six Months Ended December 31, 2023, Payable on March 27, 2024Santos Limited announced actual ordinary fully paid dividend of USD 0.17500000 per share for the six months ended December 31, 2023. The dividend is payable on March 27, 2024 with record date of February 27, 2024 and ex-date of February 26, 2024.
Declared Dividend • Feb 23Final dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 26th February 2024 Payment date: 27th March 2024 Dividend yield will be 5.8%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (60% earnings payout ratio) but not adequately covered by cash flows (95% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 21Full year 2023 earnings released: EPS: US$0.43 (vs US$0.63 in FY 2022)Full year 2023 results: EPS: US$0.43 (down from US$0.63 in FY 2022). Revenue: US$5.89b (down 24% from FY 2022). Net income: US$1.42b (down 33% from FY 2022). Profit margin: 24% (down from 27% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Feb 07Woodside Energy Says Merger Talks with Santos CollapsedAustralia's Woodside Energy Group Ltd. (ASX:WDS), opens new tab and Santos Limited (ASX:STO) said they had ended talks to create a possible AUD 80 billion ($52 billion) global oil and gas giant. Woodside, which is more than twice as large as Santos in terms of market value and revenue, said it would only pursue a deal that would add value for its shareholders. The talks fell apart as the two companies could not agree on a valuation level, according to two sources with direct knowledge of the matter who could not be named discussing confidential information. A firm bid did not emerge from Woodside following the almost two months of due diligence and negotiations that the parties undertook, one of the sources said. Woodside declined to comment on those points and Santos did not immediately respond to a request for comment. Santos said in a statement after "an initial exchange of information, sufficient combination benefits were not identified to support a merger that would be in the best interests of Santos shareholders". "We have a strong balance sheet and continue to review options to unlock value for shareholders," it said. If the merger had taken place, it would have created a major global liquefied natural gas (LNG) producer that could attract more offshore investors as gas is seen as a key bridging fuel in the shift to cleaner energy. "While the discussions with Santos did not result in a transaction, Woodside considers that the global LNG sector provides significant potential for value creation," Woodside CEO Meg O’Neill said in a statement. Woodside had faced pressure from some investors not to pay a premium for Santos in what would have been one of the largest corporate takeovers in Australian history. "Woodside's decision to walk away is a relief," said Simon Mawhinney, chief investment officer at Allan Gray which holds A$700 million worth of Woodside stock. The fund last week wrote to management warning against pursuing a deal. "We had hoped this would be the outcome," Mawhinney said. "It was unclear to us where there was much merit in a tie up. It further cements our view about Woodside's capital discipline".
お知らせ • Jan 25Santos Limited, Annual General Meeting, Apr 11, 2024Santos Limited, Annual General Meeting, Apr 11, 2024.
お知らせ • Jan 09Santos Limited Announces Company Secretary ChangesSantos Limited announced the appointment of Amelia Senneck as Company Secretary effective 9 January 2024. The appointment coincides with Amanda Devonish's resignation as Company Secretary.
お知らせ • Dec 07Woodside Energy Response to Media SpeculationIn response to recent media speculation, Woodside Energy Group Ltd. (ASX:WDS) confirmed it is in discussions regarding a potential merger with Santos Limited (ASX:STO). Discussions remain confidential and incomplete, and there is no certainty that the discussions will lead to a transaction. As a global energy company, Woodside continuously assesses a range of opportunities to create and deliver value for shareholders. Woodside will continue to update the market in accordance with its continuous disclosure obligations.
お知らせ • Oct 19+ 4 more updatesSantos Limited to Report Fiscal Year 2024 Results on Aug 21, 2024Santos Limited announced that they will report fiscal year 2024 results on Aug 21, 2024
Recent Insider Transactions • Sep 11MD, CEO & Director recently sold €2.8m worth of stockOn the 8th of September, Kevin Gallagher sold around 599k shares on-market at roughly €4.64 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Kevin has been a net seller over the last 12 months, reducing personal holdings by €4.1m.
お知らせ • Sep 01Santos Limited Announces Dividend for the Six Months Ended June 30, 2023 Payable on September 28, 2023Santos Limited announced actual ordinary fully paid dividend of USD 0.08700000 per share for the six months ended June 30, 2023. The dividend is payable on September 28, 2023 with record date of August 29, 2023 and ex-date of August 28, 2023.
お知らせ • Aug 25CPC Reportedly Set for Dorado StakeCPC Corporation, Taiwan is being tipped as the most likely buyer of an additional stake in the Dorado oil and gas project off the coast of Western Australia. Owner Santos Limited (ASX:STO) is understood to have had four or five parties in a data room, in a process run by investment bank Goldman Sachs. Among them are believed to be Kufpec (Kuwait Foreign Petroleum Exploration Company K.S.C.) and at least one Japanese suitor, with Mitsui & Co., Ltd. (TSE:8031) and Mitsubishi Corporation (TSE:8058) likely candidates. Other likely parties are Tokyo Gas Co.,Ltd. (TSE:9531), Osaka Gas Co., Ltd. (TSE:9532) and Jadestone Energy plc (AIM:JSE). But the latest chatter in the market is that Santos is pinning its hopes on CPC investing further. CPC recently finalised a deal with Carnarvon, the other owner of the project, to buy a 10% interest in Dorado and its Pavo project for an all-up payment of $146 million. Santos has an 80% interest in Dorado and the thinking in the market is that it remains keen to reduce that exposure to about 60%. Azure Capital-advised Carnarvon Energy was the only other holder before CPC bought in. Dorado, once owned by Woodside Petroleum and later Quadrant Energy before it was purchased by Santos, is an integrated oil and gas project that will be developed in two phases. It is located in the Bedout sub-basin, about 140km off the coast of WA's Port Hedland.
お知らせ • Aug 23Santos Limited Announces Estimated Ordinary Dividend for the Six Months Ended June 30, 2023, Payable on September 28, 2023Santos Limited announced estimated ordinary fully paid dividend of USD 0.08700000 per share for the six months ended June 30, 2023. The dividend is payable on September 28, 2023 with record date of August 29, 2023 and ex-date of August 28, 2023.
Reported Earnings • Aug 23First half 2023 earnings released: EPS: US$0.24 (vs US$0.35 in 1H 2022)First half 2023 results: EPS: US$0.24 (down from US$0.35 in 1H 2022). Revenue: US$2.97b (down 21% from 1H 2022). Net income: US$790.0m (down 32% from 1H 2022). Profit margin: 27% (down from 31% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 1.5% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 25Santos Reportedly Shortlists Bidders for Dorado ProjectSantos Limited (ASX:STO) Santos is believed to have shortlisted bidders for round two in the contest for a stake in its Dorado project in Western Australia. It is understood that a stake of about 25%, expected to be worth about $500 million, is on offer through investment bank Goldman Sachs. Among those in the race is Kuwait Foreign Petroleum Exploration Company K.S.C. (Kufpec), and the sale process has drawn interest from Southeast Asia. Santos owns 80% of the project, with Azure Capital-advised Carnarvon Energy the remaining holder. Carnarvon sold a 10% stake to Taiwan's CPC for $146 million in February. Sources have suggested that Taiwan's CPC might increase its interest, and Indian companies could consider an acquisition. Dorado is an integrated oil and gas project that will be developed in two phases. The Dorado and Pavo fields are estimated to contain gross 2C recoverable contingent resources of 189 million barrels of liquids and 401 petajoules of gas.
お知らせ • Jul 12Santos Limited Announces Resignation of Jodie Hatherly as Company Secretary, Effective 31 July 2023Santos Limited announced that Jodie Hatherly has resigned as a company secretary, effective 31 July 2023. Amanda Devonish remains as company secretary.
お知らせ • Feb 09Santos Limited Announces John Brookes Resumes ProductionSantos announced that gas production has resumed from the John Brookes platform, offshore Western Australia, and is expected to ramp-up to full rates in the coming days. Production was suspended in late-November to allow for repairs following the identification of a small leak on the main gas trunkline connecting John Brookes to the Varanus Island gas processing facilities.
Recent Insider Transactions • Sep 20Independent Non-Executive Director recently bought €52k worth of stockOn the 13th of September, Janine McArdle bought around 10k shares on-market at roughly €5.25 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €1.6m more in shares than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Aug 24Investor sentiment improved over the past weekAfter last week's 15% share price gain to €5.38, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 5x in the Oil and Gas industry in Europe. Total returns to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.43 per share.
Reported Earnings • Aug 18First half 2022 earnings released: EPS: US$0.35 (vs US$0.17 in 1H 2021)First half 2022 results: EPS: US$0.35 (up from US$0.17 in 1H 2021). Revenue: US$3.77b (up 85% from 1H 2021). Net income: US$1.17b (up 230% from 1H 2021). Profit margin: 31% (up from 17% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 22%, compared to a 40% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • May 29Independent Non-Executive Director recently bought €55k worth of stockOn the 26th of May, Janine McArdle bought around 10k shares on-market at roughly €5.48 per share. In the last 3 months, they made an even bigger purchase worth €67k. Despite this recent purchase, insiders have collectively sold €1.6m more in shares than they bought in the last 12 months.
Recent Insider Transactions • May 26Independent Non-Executive Director recently bought €67k worth of stockOn the 18th of May, Janine McArdle bought around 12k shares on-market at roughly €5.58 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €1.7m more in shares than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to €5.28, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 7x in the Oil and Gas industry in Europe. Total returns to shareholders of 33% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €8.72 per share.
Recent Insider Transactions • Mar 01MD, CEO & Director recently sold €1.8m worth of stockOn the 23rd of February, Kevin Gallagher sold around 400k shares on-market at roughly €4.57 per share. This was the largest sale by an insider in the last 3 months. This was Kevin's only on-market trade for the last 12 months.
Recent Insider Transactions • Feb 19Independent Non-Executive Director recently bought €63k worth of stockOn the 17th of February, Eileen Doyle bought around 14k shares on-market at roughly €4.59 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Feb 16Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: US$0.31 (up from US$0.17 loss in FY 2020). Revenue: US$4.71b (up 39% from FY 2020). Net income: US$658.0m (up US$1.02b from FY 2020). Profit margin: 14% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 51%, compared to a 66% growth forecast for the oil industry in Germany. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 18First half 2021 earnings released: EPS US$0.17 (vs US$0.14 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: US$2.04b (up 22% from 1H 2020). Net income: US$354.0m (up US$643.0m from 1H 2020). Profit margin: 17% (up from net loss in 1H 2020). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Executive Departure • Mar 10Non-Executive Director has left the companyOn the 10th of March, Yujiang Shi's tenure as Non-Executive Director ended after less than a year in the role. We don't have any record of a personal shareholding under Yujiang's name. A total of 3 executives have left over the last 12 months.
Is New 90 Day High Low • Feb 26New 90-day high: €4.70The company is up 24% from its price of €3.80 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Oil and Gas industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.96 per share.
Recent Insider Transactions • Feb 25MD, CEO & Director recently sold €1.5m worth of stockOn the 19th of February, Kevin Gallagher sold around 340k shares on-market at roughly €4.50 per share. This was the largest sale by an insider in the last 3 months. Kevin has been a seller over the last 12 months, reducing personal holdings by €2.8m.
Reported Earnings • Feb 20Full year 2020 earnings released: US$0.17 loss per share (vs US$0.32 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: US$3.39b (down 16% from FY 2019). Net loss: US$357.0m (down 153% from profit in FY 2019). Oil reserves and sales price Proven reserves: 38 MMbbls Average sales price/bbl (hedged): US$47.70 Gas reserves Proven reserves: 2650 Bcf Combined production and costs Oil equivalent production: 50.2 MMboe Average production cost/Boe: US$8.04 (US$7.24/Boe in FY 2019) Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 20Revenue misses expectationsRevenue missed analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 25%, compared to a 27% growth forecast for the Oil and Gas industry in Germany.