ASX Announcements
Appendix 3X (Initial Director's Interest Notice)
Initial Director’s Interest Notice
- Jun 3, 2024
- 2 pages
This Month
- Opinion
- Chanticleer
Santos cage rattling makes value impossible to ignore
Gas deals are getting extra scrutiny, even those that have nothing to do with keeping the lights on for Australians.
- Anthony Macdonald
Fortescue’s ex-iron ore boss joins Evolution board after abrupt exit
The long-time resources executive has become a director of the gold and copper producer almost a year after leaving Andrew Forrest’s iron ore and energy group.
- Brad Thompson
June
ANZ’s openly gay chairman warns on ASX’s sexuality disclosure
Asking boards to disclose the sexuality, age and ethnicity of directors risks encroaching on their privacy and could make them a target for activists, leading directors warn.
- Sally Patten and Patrick Durkin
Long walk to treaty resumes in a fractured federation
The Albanese government has backed away from a promise to strike a treaty with Indigenous Australians. In a federal policy vacuum, some states are picking up the baton.
- Peter Ker and Tom McIlroy
May
- Opinion
- Critical minerals
Critical mineral miners chase China’s tail
The sector has welcomed the 10 per cent production tax credits but the big question is where the additional investment to fund growth will come from.
- Jennifer Hewett
Woodside eyes data centres to justify hydrogen bet
Woodside is looking to data centres’ hunger for green power as a potential solution to the problem of finding customers willing to justify the oil and gas giant’s commercial-scale bet on green hydrogen.
- Ben Potter
- Exclusive
- Oil
Shell sues ATO over claim it was short-changed $99m in CGT bill
The ATO believes the company should have declared capital gains $330 million higher than first reported for its exit from the old Woodside Petroleum.
- Lucas Baird
Hydrogen credit could blow its $6.7b budget
Sunshine Hydro chairman Michael Myer says international investment could mean the cost of the budget measure blows out, but is still worth the benefits.
- Ben Potter
Labor’s $24b green energy superpower bet
The government has made a multi-billion dollar bet on renewable energy powered by hydrogen, critical minerals processing and commodity exports.
- Ben Potter
Fortescue, Woodside find common ground on green hydrogen
Andrew Forrest has been one of the oil and gas giant’s biggest critics. The two are on the same page about US tax credits issues holding up renewable projects.
- Brad Thompson
- Opinion
- Gas
Why Albanese is going all in on gas
The Labor government has infuriated climate activists by insisting that gas will play a crucial role in the energy transition for many decades to come. Big producers like Woodside will wait to see what that means.
- Jennifer Hewett
Stock rally ‘too good to be true’, warn CIOs
Investment chiefs say the market looks too expensive given the uncertain economic backdrop and that there’s good reason to be cautious for the rest of this year.
- Joanne Tran
ANZ hardens policy against bankrolling oil and gas projects
The bank says it will “no longer provide direct financing to new or expansion upstream” projects, practically ruling out lending to the largest proposals.
- Ben Potter
April
- Opinion
- Energy transition
Woodside and the new climate activists
Energy companies work in a twilight industry where demand still endures. They don’t know the answers to the questions investor activists are asking.
- Matthew Warren
- Analysis
- Gas
Woodside caught between twin objectives on a collision course
Woodside is hoping that technology, hard work and deployment will reconcile fidelity to net-zero with growth by pumping oil and gas.
- Ben Potter
Activist Elliott builds $1b Anglo American stake
The hedge fund led by Paul Singer has built a billion dollar stake in BHP target Anglo American, placing it among its 10 biggest shareholders.
- Crystal Tse, Dinesh Nair and Swetha Gopinath
Imploding Star Entertainment, Woodside’s energy battle & inflation runs hot, again
This week on the Chanticleer podcast, James & Anthony look at casino operator Star Entertainment’s second brush with disaster, go inside the battle over energy giant Woodside’s climate plan, and ask where rates go next after hot inflation numbers.
Woodside looks inward after climate gambit defeated
The oil and gas producer felt the force of big super and green investors when it took a transition plan to shareholders. Now it has no choice but to do better on emissions.
- Anthony Macdonald
Woodside to pay $18b for hydrocarbon projects despite climate rebuke
This massive outlay comes as investor opposition to the oil and gas giant’s climate plan has grown over the past two years.
- Elouise Fowler
- Opinion
- Climate policy
Voting down Woodside’s climate plan a shareholder activism milestone
This is a pivotal moment for other climate-science-denying board directors, a signal to act on their fiduciary duties, or suffer the consequences personally.
- Tim Buckley and Annemarie Jonson