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The Williams Companies, Inc. (0LXB.L)

LSE - LSE Delayed price. Currency in USD
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21.23+21.23 (+45.52%)
As of 5:44PM GMT. Market open.
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  • J
    Jameson
    Good news regarding Chesapeake. I like the deal they made. Lemonade from lemons, more or less? That said, I have thought that the worries about Chesapeake had been overblown because it's not as significant part of the WMB business as a lot of people imagine, and because it's good acreage that someone will want to operate. Nobody is going to take away the product from the field without making a product and whether it's Chesapeake or someone else, they're going to need these pipes. Anyway, this has been an overhang and it's now relieved.
  • G
    Gerald
    I think the company's ability to continue to raise the dividend next year while reducing debt is ahead of planning by the CFO and CEO as inventories remain below last year and higher commodity price. Q4 and full year reports will come in above expectations IMHO
  • G
    Gerald
    While G&P is only 3% or so of WMB revenue the longer NG prices stay above $2.90 the better the results from that segment. That should give an added boost to q4 results IMHO
  • b
    bill w
    rock solid earnings this quarter. i'm not sure what investors are waiting for with a stock yielding 8.5% and cds paying zero
  • G
    Gerald
    After reading the transcript of the CC I am optimistic about stock returns going forward. The commitment to raising the dividend was discussed and affirmed. The more interesting issue raised was the possibility of doing a stock buyback program in late 21 or early 22 depending on credit ratings and debt reduction.
    The discussion of the business going forward was very thorough and it appears that q4 is on progress to be a good quarter as well IMHO.
  • h
    harold
    Investors are ignoring a good long term company, Will continue to grow with Transco projects, 8%+ yield, while utilities are yielding 3%. Good balance sheet, growth capital is covered with cash flow. Should be yielding 5% or lower, $30 + stock price at that yield. Biden with Senate GOP controlled won't allow the elimination of fossil fuels in the near term.
  • w
    whrutter
    It is getting cold enough in the Northeast that the Democrats have their hands in their own pockets!
  • r
    ringo
    Dropping more than peers past couple days, a lot more! big player leaving ?
  • D
    Dave
    dividend safe
  • T
    Tyson
    great stock for dividends
  • L
    Lauren
    The Pfizer vaccine is 90% effective. Thats great news for energy!
  • G
    Gerald
    Earnings look good!!
  • G
    Gerald
    Earnings will come in above estimates for q3 because of cost cutting and reduced capex IMHO
  • R
    Realisto
    Let’s see more days like today
  • P
    Padraig
    Good stock with nice Div and it will be around for a long time.
  • G
    Gerald
    KMI missed on earnings and offered no guidance. That might make it really hard on the sector tomorrow.
  • o
    ohio investor
    Blackstone reported a new position of 33,253,588 shares on June 30th. Almost $700!million
  • p
    paul
    What’s up with WMB last few days? Any news?
  • G
    Gerald
    NG prices have swung so wildly in the past week it's hard to.keep up. I wonder if there's a growing question whether inventory levels will be high enough for winter demand.
    Any thoughts?
  • F
    Franck
    ESG funds can sell the stock,but gas pipeline are part of the coming new energy deal :

    Goldman says there are three main ways to get exposure to e-hydrogen. The first is through utilities including RWE, EDP and its publicly traded offshoot EDP Renováveis, Enel, Iberdrola, SSE and Orsted. Goldman upgraded Italy’s Snam to buy from sell, given the longer-term opportunity in renewables, and also mentioned Enagas as a gas infrastructure company that could see new investment. The reconversion of gas plants into hydrogen turbines could lift combined cycle gas turbine operators Uniper, Engie and RWE.

    In the U.S., it notes that NextEra Energy is the industry leader in U.S. renewables, while other possible plays include NextEra Energy Partners, Consolidated Edison, and owners of gas pipeline infrastructure like The Williams Cos.

    https://www.barrons.com/articles/goldman-sachs-says-so-called-green-hydrogen-will-become-a-12-trillion-market-heres-how-to-play-it-51600860476
    Analysts at Goldman Sachs are bullish on the long-term prospects for so-called green hydrogen, which is when renewable energy powers the electrolysis of water.
    Analysts at Goldman Sachs are bullish on the long-term prospects for so-called green hydrogen, which is when renewable energy powers the electrolysis of water.
    www.barrons.com