WDS
WDS: LNG Infrastructure Giant - Williams Deal Unlocks Atlantic Value
Updated 24 Oct 2025
Woodside trades at $22.70 versus $39.37 fair value (73% upside). World-class 98.3% reliability, Scarborough 86% complete (H2 2026), Williams partnership validates Louisiana LNG. EBITDA margin 70.4%, development phase FCF compression temporary.
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