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Opinions Darren Sissons
SantosSTO-ASXDON'T BUYSep 29, 2022
Large natural gas resources. He'd look for companies with more supply/demand restrictions. Bit small for him, going through an integration process. Good story, but doesn't tick boxes for him. He owns EQNR instead.
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Not a super major, but benefiting from Australian energy reserves. He recently read that it's starting to export nat gas to Turkiye, and this represents a good long-term opportunity. Looks interesting.
Good company, but a bit small for him, and he'd own SHEL or XOM instead. Best asset in Australia is BHP.
