Question: I would appreciate your thoughts on Santos, Origin Woodside and the LPG sector generally as at the moment my losses on these shares are quite high.
Answer (By Paul Rickard): I don’t really like the sector and can’t yet see any reason to go long oil/lng stocks. If I had to choose, I prefer Woodside in the short term (less risk), and for the long term, probably Santos. In regard to the latter, I am wary that the market might yet force Santos into a capital raise.
For a collected opinion, here is what the brokers say. According to FN Arena, on a sentiment/discount scale, Santos is most preferred, and Woodside the least. Here is how the stocks stack up: