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    Rob Koh

    lead Equity Research Analyst and Managing Director at Morgan Stanley

    Rob Koh is a lead Equity Research Analyst and Managing Director at Morgan Stanley, specializing in Australia’s utilities, infrastructure, energy, and sustainability sectors. He covers prominent companies including AGL Energy, Origin Energy, and APA Group, with a portfolio spanning 19 stocks and maintaining a success rate of approximately 53% alongside notable individual calls such as a 53.7% return on SYDDF in 2021. After starting his career as a banker at ANZ and a currency trader at First Chicago, Koh joined Morgan Stanley in 2014 where he advanced to his current senior role and has been recognized on performance platforms such as TipRanks. His professional credentials include extensive financial market expertise and registration to cover regulated utility sectors, with a clear emphasis on ESG-related research and market innovation.

    Rob Koh's questions to WOODSIDE ENERGY GROUP (WDS) leadership

    Rob Koh's questions to WOODSIDE ENERGY GROUP (WDS) leadership • H1 2025

    Question

    Rob Koh from Morgan Stanley asked about the potential for more executory contract deals similar to the Stone Peak transaction for other assets. He also inquired about contingencies in restoration provisions for pipeline removal and whether Woodside has any royalty refund deals for decommissioning.

    Answer

    CEO & Managing Director Meg O’Neill responded that while such models have been considered, they are more complicated for existing joint venture assets, and the current focus is on the Louisiana LNG HoldCo sell-down. Regarding provisions, she confirmed they include a risk-weighted cost for potential removal of pipelines. She also clarified that Woodside does not have royalty refund structures like Chevron's, but abandonment expenses are creditable against PRRT and income tax.

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