BG Group Share Discussion Threads

[arja] 05/2/2013 15:44

not sure charts mean with a stock like BG ! hard to pick next big move .

[philanderer] 05/2/2013 15:33

Only +18p from last friday`s close.

5th feb Morgan Stanley equal weight tp 1110p (down from 1170p)

[skinny] 05/2/2013 14:33

Quite a day for a 'boring' share!

[bigboots] 05/2/2013 14:27

talk of a bid from brazil doing the rounds - waiting to hear the name £16.00 being touted

[davidlloyd] 05/2/2013 14:25

What happened there then. Fat FInger or something?

DL

[dr biotech] 05/2/2013 14:21

Gone into auction. Had my finger on the sell button first up. Glad I didn't.

[skinny] 05/2/2013 14:19

Hmmmm. I dithered as it bounced from 1080.

[the juggler] 05/2/2013 14:17

Rocketing might be a better description!

[philanderer] 05/2/2013 13:22

Picking up a bit after that 12 o`clock webcast ?

[philanderer] 05/2/2013 12:36

ft Alphaville

BG Group PLC (BG.:LSE): Last: 1,082, down 22.44 (-2.03%), High: 1,094, Low: 1,066, Volume: 6.03m
BE
Numbers are in line, but the 2013 guidance is a bit on the weak side.
BE
Production is expected at 630-660k/d
BE
previous guidance was 660k
BE
And it's for dull reasons.
BE
Elgin field taking a while to get back up to speed.
BE
New projects not ramping as hoped, as new projects rarely do.
BE
Upstream cost of $11-11.50/bbl
BE
(That's a buck more than expected)
BE
LNG also disappointing at $2.9-3.1bn, which is because of problems in Egypt
BE
Not just the obvious ones, by which I mean Egypt's a quagmire, but because of engineering issues too.
BE
Let me see if anyone can sum this up for me.
BE
....... No they can't. Bloody internet's broken again.

[philanderer] 05/2/2013 12:26

Two more..

5th feb Investec sell tp 1000p
5th feb Oriel buy -

reiterations.

[philanderer] 05/2/2013 09:03

Morning all.

I`m still in ... rubbish numbers but pretty much as expected

Couple of brokers today

5th feb Deutsche Bank hold tp 1350p
5th feb Barclays Capital overweight tp 1450p

[arja] 05/2/2013 08:56

seems to be heading back to about £10 again tweeeek . Still bull markets in most countries even if a correction yesterday and it is why I never go short at present .

[tweeeek] 05/2/2013 08:48

There seems to be support around 1077 for now. If you do see any profit could you please direct some my way, I have made a few pennies on shorting the Dax but that's about it for the past couple of weeks.

[arja] 05/2/2013 08:44

tweeeek must be counting his profits again philanderer and his inside info proved to be correct it seems .

[dr biotech] 05/2/2013 07:17

Look like they won't hit the 1bn Boe they forecast for 2015. Results a touch below expectations but not terrible

[montyville2] 04/2/2013 20:02

Like you I am still here and anxiously waiting for the results at 7am tomorrow! Lets hope we made the right choice to stick and play!

[philo124] 04/2/2013 18:57

So everyone got out? I didn't but think i will wish i had.

[philanderer] 03/2/2013 21:14

Daily Mail 2nd february

MARKET REPORT: BG Group backers are glad to see a new year

Major shareholders of BG Group, led by BlackRock and Legal & General, were glad to see the back of 2012.

The oil and gas exploration firm shocked the market in October with a revised production forecast which saw the share price bomb from 1500p to 1000p. Not long after Chris Finlayson was appointed chief executive, succeeding Sir Frank Chapman, who stepped down from the board and retires in June.


The stock has been dragged higher with the trend and added 3p to 1123p.
Finlayson on Tuesday gets the chance to get the City back on side when he reports fourth quarter earnings although his presentation will not include the group's strategy update which will be held later in 2013.

Analyst Tony Shepard at Charles Stanley expects profits of about £630m compared to £742m in the third quarter. He anticipates a 2012 annual profit contribution from Exploration & Production and Liquified Natural Gas of £3.3bn and £1.8bn respectively. Shepard believes reaction to the October production downgrade was overdone.

Significantly, recently BG and its consortium partners announced the start of commercial production on time and on budget at the Sapinhoa field in block BM-S-9 offshore Brazil, one of the group's 'big five' discoveries in the pre-salt Santos Basin.

BG's figures need to cut the mustard because die-hards still believe a predator is hovering, hell bent on getting its hands on its Brazilian interests.

Oil majors BP (5.75p better at 472.5p) and Royal Dutch Shell (9p dearer at 2250p) have often been mentioned in the same breath, while in November rumours were rife that Rio de Janeiro-based Petrobras was lining up a £68bn, or £20 a share, bid.

Speculation at the time even suggested that the BG board had appointed Rothschild alongside Goldman Sachs to form a defence strategy in a case a predator pounces.


Read more:

[philanderer] 03/2/2013 21:12

Santander lowers estimate for BGTT



1st feb Grupo Santander buy tp 1290p

reiterates.

[nofool] 02/2/2013 17:57

nofool 24 Jan'13 - 12:34 - 1164 of 1194 0 0 edit


At RSI 90+, a pause for breath might be permitted.






I'm no fool.

[flyingbull] 31/1/2013 18:04

Oil Challenge: February " >20% Up" and ">20% Down" oil stock competitions. Deadline for entry is later today (Thursday) at midnight.
Best of luck.
fb

[dr biotech] 31/1/2013 12:23

Have to see which analysts are closer next week


EARNINGS FORECAST TABLE: BG Group 4Q 2012
Print
Alert
BG Group (LSE:BG.)
Intraday Stock Chart
Today : Thursday 31 January 2013


FRANKFURT--The following is a summary of analysts' forecasts for BG Group plc (BG.LN) fourth-quarter results, based on a poll of 10 analysts conducted by Dow Jones Newswires (figures in million dollars, EPS and DPS in cents, target price in pence, production in kboe/d, according to IFRS). Earnings figures are scheduled to be released February 5.

===
Net
Operating attrib. EPS Production
4th Quarter Profit(a) profit(a) basic(a) kboe/d

AVERAGE 1,929 1,042 30.5 648
Prev. Year 2,149 1,477 43.5 654
+/- in % -10 -29 -30 -0.9

MEDIAN 1,907 1,041 30.5 650
Maximum 2,091 1,189 34.8 657
Minimum 1,818 958 28.0 625
Amount (b) 10 9 7 9

Barclays 2,001 1,056 -- 650
Bernstein 1,885 1,004 29.6 654
Credit Suisse 1,864 975 28.7 648
Deutsche Bank 1,852 1,036 30.6 625
Hsbc 1,967 1,055 31.0 657
J.P. Morgan 2,091 -- -- --
Liberum Capital 1,929 1,041 30.5 652
Santander 1,819 958 28.0 644
Societe Generale 1,818 1,189 34.8 646



Target price Rating DPS 2012

AVERAGE 1,355 positive 4 AVERAGE 25.6
Prev. Quarter 1,698 neutral 4 Prev. Year 23.8
+/- in % -20 negative 0 +/- in % +7.9

MEDIAN 1,350 MEDIAN 25.8
Maximum 1,600 Maximum 26.0
Minimum 1,200 Minimum 24.9
Amount 7 Amount 4

Barclays 1,450 Overweight --
Citigroup 1,380 Buy 25.7
Credit Suisse 1,215 Neutral 26.0
Deutsche Bank 1,350 Hold --
J.P. Morgan 1,600 Overweight --
Liberum Capital -- Hold 24.9
Santander 1,289 Buy --
Societe Generale 1,200 Hold 26.0
===

[philo124] 31/1/2013 06:30

26C yesterday afternoon 10 km from Malaga.