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Santos Ltd T.STO


Primary Symbol: STOSF

Santos Limited is focused on three regional business unit, including Cooper Basin, Queensland and New South Wales (NSW) and (PNG), now form the Eastern Australia and PNG Business Unit, Northern Australia and Timor-Leste, and Western Australia now form the Western Australia, Northern Australia and Timor-Leste Business Unit and Alaska is the third regional Business Unit. Supporting these three business units are two functional divisions: Santos Energy Solutions and Upstream Gas and Liquids. The Cooper Basin produces natural gas, gas liquids and crude oil. Gas is sold primarily to domestic retailers, industry and for the production of liquefied natural gas, while gas liquids and crude oil are sold in domestic and export markets. Its GLNG project in Queensland produces liquefied natural gas (LNG) for export to global markets from the LNG plant at Gladstone and is also sold to the domestic market. Northern Australia and Timor-Leste is centered on the Bayu-Undan/Darwin LNG (DLNG) project.


OTCPK:STOSF - Post by User

Comment by terroiron Dec 04, 2012 1:31am
143 Views
Post# 20678643

RE: RE: RE: RE: RE: Anyone talk to management...

RE: RE: RE: RE: RE: Anyone talk to management...

While it may indicate a potential alternate offer, it may also indicate the relative tax consequences.

PRY is selling below most shareholders' ACB, and thus is a candidate for tax loss selling, STO is selling above most shareholder's ACB and thus has a capital gain for selling, naturally reducing the number of willing sellers.

PRY shareholders are simply selling PRY and buying STO to lock in a loss without exposure to shareprice appreciation in the 30 day "no own" window. Thus selling pressure on PRY, which has low relative strength and buying pressure on STO which has high relative strength, the price differential simply follows to create a premium demanded by STO holders that has to be paid to release stock.

This gap will disappear as we approach deal effective date. Until then STO owners who are not concerned with capital gains could sell STO and immediately buy PRY to maximize the number of shares they will ultimately own.

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