Ampol's Trade-Off With EG Deal Looks Sensible to Macquarie -- Market Talk

Dow Jones
Aug 15

0112 GMT - Ampol's A$1.1 billion deal to buy gas-station owner EG Australia pushes out the prospect of special dividends, but the trade-off seems sensible to Macquarie. Ampol will largely fund the transaction using A$800 million of cash and the issue of A$250 million of equity to the vendor. It means Ampol will transition from supplying fuels to the EG gas stations, to running the sites. "The EG opportunity, coupled with U-GO strategy, places Ampol back on a structural earnings growth trajectory (in non-refining)," Macquarie says. U-GO is Ampol's experiment with unmanned gas stations. Macquarie retains a neutral call on Ampol. (david.winning@wsj.com; @dwinningWSJ)

 

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August 14, 2025 21:12 ET (01:12 GMT)

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