Viva Energy Group Ltd Ordinary Shares
VEA: XASX (AUS)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| LOCK|xcZ | LOCK|Lb | LOCK|NXd!YV |
Viva Energy: Value Despite Electric Vehicle and Cost Headwinds
The AUD 1.2 billion acquisition of convenience store operator OTR in 2024 coincided with the end of Viva’s post-covid share price tear. Faltering retail margins and a leveraged balance sheet have investors questioning the purchase, and fears around the threat from electric vehicles are rekindled.
