The Stocks of the Day are Santos (STO) and Woodside Energy (WDS)

News of a potential merger between Santos (STO) and Woodside Energy (WDS) could see the creation of an $80B oil and gas giant. If a deal materializes, it would be the largest corporate deal in Australia for several years and would create the biggest LNG producer in Australia. What do our experts, Luke Winchester from Merewether Capital and Claude Walker from A Rich Life, think about this? Luke points out that the underperformance of Santos shares could improve with a merger (one that would be very closely scrutinised) but at this stage he wouldn't be taking any action yet. Claude agrees with Luke that the merger would give more scale and market power but the cyclical nature of the businesses and interest rate movements mean these companies aren't top of the list for him. So would it be a buy, hold or sell today? Watch to find out!
Watch the full episode here: ausbiz.co/the-call-0812
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Vmoto (VMT)
Droneshield (DRO)
Antilles Gold (AAU)
Ambertech (AMO)
YPB (YPB)
Smart Parking (SPZ)
Felix (FLX)
Sequoia Financial (SEQ)
NRW (NWH)
RPMGlobal (RUL)
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[@thorsrensen3162]

I wonder why I always owns the companies which aquires other companies which means the value of my stocks drops like a stone and the other ones goes vertically.

[@craigbrowne5806]

Those two guys are your energy sector ‘experts’? Give me a break. Lift your game…

[@frostmelody]

Claude should stick to micro cap. I know ppl come on this show for self promotion. Stuff they say r like super generic and have no content. Would take it with a bag of salt. It’s as accurate as a horoscope column.