Beach's Uncontracted Gas Volumes Excite Bull -- Market Talk

Dow Jones

01-23

0029 GMT - UBS thinks the market hasn't appreciated the benefit that Beach Energy will get from realizing higher prices from uncontracted natural-gas volumes in eastern Australia. When recognized, it could drive consensus expectations for Beach's cash flow materially higher, analyst Tom Allen says. UBS projects Beach achieving a free cash flow yield of 20% in FY 2026, rising to 30% in FY 2027. "A key driver of which is our view that Beach's realized gas prices can exceed consensus expectations from FY 2026 by 15-20%," UBS says. It retains a buy call on Beach. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

January 22, 2025 19:29 ET (00:29 GMT)

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When recognized, it could drive consensus expectations for Beach's cash flow materially higher, analyst Tom Allen says. UBS projects Beach achieving a free cash flow yield of 20% in FY 2026, rising to 30% in FY 2027. \"A key driver of which is our view that Beach's realized gas prices can exceed consensus expectations from FY 2026 by 15-20%,\" UBS says. It retains a buy call on Beach. 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When recognized, it could drive consensus expectations for Beach's cash flow materially higher, analyst Tom Allen says. UBS projects Beach achieving a free cash flow yield of 20% in FY 2026, rising to 30% in FY 2027. \"A key driver of which is our view that Beach's realized gas prices can exceed consensus expectations from FY 2026 by 15-20%,\" UBS says. It retains a buy call on Beach. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 22, 2025 19:29 ET (00:29 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones & Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7507","symbol_name":"资源股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2505089783","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2505089783","pubTimestamp":1737592140,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0029 GMT - UBS thinks the market hasn't appreciated the benefit that Beach Energy will get from realizing higher prices from uncontracted natural-gas volumes in eastern Australia. When recognized, it could drive consensus expectations for Beach's cash flow materially higher, analyst Tom Allen says. UBS projects Beach achieving a free cash flow yield of 20% in FY 2026, rising to 30% in FY 2027. \"A key driver of which is our view that Beach's realized gas prices can exceed consensus expectations from FY 2026 by 15-20%,\" UBS says. It retains a buy call on Beach. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7507":"资源股","BK7142":"石油与天然气的勘探与生产","BPT.AU":"BEACH ENERGY LTD"},"translate_title":"海滩未签约天然气量刺激牛市——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BPT.AU":0.9},"content_text":"0029 GMT - UBS thinks the market hasn't appreciated the benefit that Beach Energy will get from realizing higher prices from uncontracted natural-gas volumes in eastern Australia. When recognized, it could drive consensus expectations for Beach's cash flow materially higher, analyst Tom Allen says. UBS projects Beach achieving a free cash flow yield of 20% in FY 2026, rising to 30% in FY 2027. \"A key driver of which is our view that Beach's realized gas prices can exceed consensus expectations from FY 2026 by 15-20%,\" UBS says. It retains a buy call on Beach. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 22, 2025 19:29 ET (00:29 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1}}}