Half Year 2023 Santos Ltd Earnings Presentation Transcript - Thomson StreetEvents

Half Year 2023 Santos Ltd Earnings Presentation Transcript

Half Year 2023 Santos Ltd Earnings Presentation Transcript - Thomson StreetEvents
Half Year 2023 Santos Ltd Earnings Presentation Transcript
Published Aug 23, 2023
Published Aug 23, 2023
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About This Report

  
Abstract:

Edited Transcript of STO.AX earnings conference call or presentation 23-Aug-23 1:00am GMT

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Santos Ltd
Ticker
STO.AX
Time
1:00am GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Gordon Alexander Ramsay - RBC Capital Markets, Research Division - Analyst : Kevin, I just got another question about Barossa. I'm just wondering how you really avoid a CapEx increase with this project. And just want to get a feel for what your cost-to-date have been? And are they still expected to be absorbed by the contingency in the project? Because it's currently got a rig on standby, so other costs obviously involved. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. AUGUST 23, 2023 / 1:00AM, STO.AX - Half Year 2023 Santos Ltd Earnings Presentation

Question: Gordon Alexander Ramsay - RBC Capital Markets, Research Division - Analyst : And is it fair to assume that contingency is roughly 15%?

Question: Dale Johannes Koenders - Barrenjoey Markets Pty Limited, Research Division - Analyst : Maybe just firstly on Dorado. There was a comment that exploration of Phase 2 gas development. Does that now confirm the JV is aligned that Phase 1 is just an oil development?

Question: Dale Johannes Koenders - Barrenjoey Markets Pty Limited, Research Division - Analyst : Just oil Phase I.

Question: Dale Johannes Koenders - Barrenjoey Markets Pty Limited, Research Division - Analyst : And then you'd previously also mentioned you needed certainty on the contracting market, both in terms of cost and risk. Are we there yet?

Question: Dale Johannes Koenders - Barrenjoey Markets Pty Limited, Research Division - Analyst : Okay. So what else are we waiting for, for that project sanction? Is it sell-down? Is it Santos balance sheet? Is it NOPSEMA?

Question: Dale Johannes Koenders - Barrenjoey Markets Pty Limited, Research Division - Analyst : And then maybe finally a boring question for your CFO. The [PRT] gained in the accounts through the period, can you explain that? And is this likely to be an ongoing benefit?

Question: Dale Johannes Koenders - Barrenjoey Markets Pty Limited, Research Division - Analyst : Okay. So will continue.

Table Of Contents

Santos Ltd Annual Shareholders Meeting Transcript – 2025-04-10 – US$ 54.00 – Edited Transcript of STO.AX shareholder or annual meeting 10-Apr-25 12:30am GMT

Full Year 2024 Santos Ltd Earnings Presentation Transcript – 2025-02-19 – US$ 54.00 – Edited Transcript of STO.AX earnings conference call or presentation 19-Feb-25 12:00am GMT

Santos Ltd Investor Briefing Day Transcript – 2024-11-18 – US$ 54.00 – Edited Transcript of STO.AX corporate analyst meeting</ 18-Nov-24 10:00pm GMT

Full Year 2022 Santos Ltd Earnings Call Transcript – 2023-02-22 – US$ 54.00 – Edited Transcript of STO.AX earnings conference call or presentation 22-Feb-23 12:30am GMT

Santos Ltd Investor Briefing Day Transcript – 2022-11-08 – US$ 54.00 – Edited Transcript of STO.AX corporate analyst meeting</ 8-Nov-22 2:00am GMT

Half Year 2022 Santos Ltd Earnings Call Transcript – 2022-08-17 – US$ 54.00 – Edited Transcript of STO.AX earnings conference call or presentation 17-Aug-22 1:00am GMT

Santos Ltd Annual Shareholders Meeting Transcript – 2022-05-03 – US$ 54.00 – Edited Transcript of STO.AX shareholder or annual meeting 3-May-22 12:00am GMT

Santos Ltd Climate Change Report Investor Briefing Transcript – 2022-03-30 – US$ 54.00 – Edited Transcript of STO.AX conference call or presentation 30-Mar-22 11:00pm GMT

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MLA:
Thomson StreetEvents. "Half Year 2023 Santos Ltd Earnings Presentation Transcript" Aug 23, 2023. Alacra Store. May 05, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Half-Year-2023-Santos-Ltd-Earnings-Presentation-T15665100>
  
APA:
Thomson StreetEvents. (2023). Half Year 2023 Santos Ltd Earnings Presentation Transcript Aug 23, 2023. New York, NY: Alacra Store. Retrieved May 05, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Half-Year-2023-Santos-Ltd-Earnings-Presentation-T15665100>
  
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