Oil & Gas: Fracs & WACCs

By Adrian Prendergast

13 July 2022, 9:00 AM

We see oil prices staying higher in the long term but also an undeniable increase in the cost of capital for the oil and gas sector. We have reviewed our funding assumptions leading to an increase in sector WACCs.


Whitehaven Coal: Cash machine

By Tom Sartor

21 April 2022, 7:00 AM

3Q sales for Whitehaven Coal (ASX:WHC) were more resilient to NSW wet weather than we had forecast and we upgrade our 2H volume and price assumptions generating EPS/NPV upgrades.

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