Santos Ltd Investor Briefing Day Transcript - Thomson StreetEvents

Santos Ltd Investor Briefing Day Transcript

Santos Ltd Investor Briefing Day Transcript - Thomson StreetEvents
Santos Ltd Investor Briefing Day Transcript
Published Nov 18, 2024
41 pages (31904 words) — Published Nov 18, 2024
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of STO.AX corporate analyst meeting

  
Brief Excerpt:

...Well, good morning, everyone. [Mike's] a bit tall for a short guy like me. Good morning, and welcome to Santos' Annual Investor Day. I draw everybody's attention -- well, I would have drawn everybody's attention to the last slide but it moved, which is the disclaimer slide. Important that you all read that and study it very carefully. There might be some questions on it later on this morning. And if I move on to our acknowledgment of the country, Santos acknowledges that we're meeting on the traditional land of the Gadigal people of the Eora Nation and that we pay our respects to elders, past and present. So I'll move on to the agenda slide this morning. We've got a busy morning ahead of us. Obviously, I've just welcomed everybody along this morning. I'm going to open with a review -- an operations update across the portfolio, talk about how the business is performing year to date; and also a bit of a recap on the corporate strategy, the company's strategy, before handing over to Sean Pitt,...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Santos Ltd
Ticker
STO.AX
Time
10:00pm GMT
Format:
PDF Adobe Acrobat
Buy Now

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: Dale Koenders - Barrenjoey Capital - Analyst : Thanks. Dale Koenders from Barrenjoey. Thanks for the updated capital allocation framework and comments. I guess, I just want to tie back to some other comments you've said in the past, Kevin, around 6% CAGR in growth. Growth really wasn't much of a conversation -- I don't think you mentioned with Dorado -- today. How are you thinking about that outlook and progress for growth projects? Is it still unchanged? Is views on spend on growth still unchanged?

Question: Dale Koenders - Barrenjoey Capital - Analyst : So if we bring it back to a slide you presented at the half year around the 15% to 20% free cash flow outlook, which included growth CapEx in those numbers, are they still the right numbers for us to think about? Like, you haven't slowed growth. Because that's quite a compelling return if you're paying 60% to 100% back to shareholders.

Question: Dale Koenders - Barrenjoey Capital - Analyst : (multiple speakers) in the half-year pack, it included growth CapEx in those numbers. So -- REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. NOVEMBER 18, 2024 / 10:00PM, STO.AX - Santos Ltd Investor Briefing Day

Question: Dale Koenders - Barrenjoey Capital - Analyst : Yeah. Thank you.

Question: Dale Koenders - Barrenjoey Capital - Analyst : No misinterpretations.

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

Half Year 2023 Santos Ltd Earnings Presentation Transcript – 2023-08-23 – US$ 54.00 – Edited Transcript of STO.AX earnings conference call or presentation 23-Aug-23 1:00am 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

More from Thomson StreetEvents

Thomson StreetEvents—Thomson StreetEvents is a leading provider of Web-based solutions for the investment community, offering services that transform the way companies communicate and meet disclosure requirements while assisting investors in managing and leveraging this information. Thomson StreetEvents service offers institutional investors a one-stop solution for managing corporate disclosure information by aggregating conference calls, webcasts, transcripts, call summaries, and other financial information into a time-saving, efficiency tool.
Purchase Thomson StreetEvents' Transcripts (verbatim reports) and Briefs (call summaries) of earnings, guidance, M&A and other corporate calls directly through Alacra. Discounted prices apply to reports produced over two weeks ago.

About the Author


Cite this Report

  
MLA:
Thomson StreetEvents. "Santos Ltd Investor Briefing Day Transcript" Nov 18, 2024. Alacra Store. May 05, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Santos-Ltd-Investor-Briefing-Day-T16177736>
  
APA:
Thomson StreetEvents. (2024). Santos Ltd Investor Briefing Day Transcript Nov 18, 2024. New York, NY: Alacra Store. Retrieved May 05, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Santos-Ltd-Investor-Briefing-Day-T16177736>
  
US$ 54.00
$  £  €
Have a Question?

Any questions about the report you're considering? Our Customer Service Team can help! Or visit our FAQs.

More Research

Search all our Credit Research from one place.