Stock Spotlight: Santos Ltd (ASX:STO)
About Santos Ltd
Santos Limited explores, develops, produces, transports, and markets hydrocarbons in Australia and Papua New Guinea. The company's assets are located in the Alaska, Cooper Basin, Queensland and NSW, Papua New Guinea, Western Australia, Northern Australia and Timor-Leste. It also engages in the development of decarbonization technologies. In addition, the company produces crude oil, liquefied petroleum gas, ethane, liquefied natural gas, and condensate, as well as natural gas. Santos Limited was incorporated in 1954 and is headquartered in Adelaide, Australia.
Key Stats
Key Stats
Source: Yahoo Finance. Data as of 21/08/25.
Price Performance
Growth Potential
- Currently under takeover bid from Abu Dhabi National Oil Co, who is offering $8.89 per share all cash. STO’s Board is recommending the deal.
- With key growth projects coming online over 2H25/1H26, management has introduced a framework with a focus on shareholder return.
- Strong balance sheet.
- Attractive production growth profile (2P reserves and 2C resources position of 4,897 mmboe provides 1P reserves life of 11 years, 2P reserves life of 18 years and multi-tcf resources to backfill and sustainably grow production).
- Leveraged to the oil price and LNG price.
- High quality, diversified assets across attractive regions
- On-going focus on cost reduction (targeting $100-150m in annual structural savings over the next 1-2 years) and positioning of the business for a lower oil price environment.
Key Risks
- Abu Dhabi National Oil Co proposed acquisition fails to go through – bidder walks away or does not receive the necessary regulatory / government approvals.
- Supply and demand imbalance in global oil/gas markets.
- Lower oil / LNG prices.
- Not meeting cost-out targets.
- Production disruptions or growth projects are not delivered on time/relative to market expectations.
- Adverse government policy (e.g. price caps, exploration restrictions etc).
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Disclaimer: This article does not constitute financial advice nor a recommendation to invest in the securities listed. The information presented is intended to be of a factual nature only. Past performance is not a reliable indicator of future performance. As always, do your own research and consider seeking financial, legal and taxation advice before investing.
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