BG Group Share Discussion Threads

[bionicdog] 31/7/2014 18:15

Are you ill?

[stevenrevell] 31/7/2014 15:03

£10.00 here we go

[bionicdog] 31/7/2014 13:18

You'll never get the 20 seconds you wasted writing that back.

[revell40] 31/7/2014 13:12

£10.00 next week

[tiptv1] 29/7/2014 11:30

Zak Mir live Charting on TipTV offering a technical view on BG Group PLC (BG.L)- See more at: http://www.tiptv.co.uk/archives/tip-tv-highlight-zak-mir-live-charting-29-07-2014/#sthash.NYGgQuj8.dpuf

[silverballs] 16/7/2014 12:44

Better today,will be interesting to see if the price can hold.Recent rises seem to have attracted sellers.There is always someone in the market that knows something.Whilst the failure to resolve top management is an issue i think the main problem is the uncertainty surrounding the business in Egypt.A major source of group profits has dried up and shows no sign of being settled.There may need to be big write offs here.

[linhur] 14/7/2014 22:43

No resolution to management succession and drop in oil price on slower growth in China

[dbensimon] 14/7/2014 14:42

Any idea why BG dropped a lot in recent days?

[jane downs] 06/7/2014 07:36

Atlantic driving BG Energy's strong LNG business: Fitch, BG's equity production in Trinidad... Today, 8:36 AM http://bit.ly/1hAMc5m

[zulu001] 02/7/2014 10:43

02 Jul 2014 BG Group PLC BG. Canaccord Genuity Buy 1,263.75 1,247.00 1,250.00 1,450.00 Upgrades

[linhur] 24/6/2014 09:52

All sorts of ideas are now available for the Board and I hope they come to a conclusion soon. There are large decisions to be made both as to the company structure and executive appointments as well as delivering the large projects in Brazil and Australia. Any one of these decisions would have a big effect on the share price. If a wrong decision is made, I suspect there are enough predators who would bid to maintain the current price. Linhur

[emptyend] 24/6/2014 08:37

Deutsche are suggesting splitting the business into LNG and E&P segments, with values of £7+ for each. http://www.ft.com/cms/s/0/650e677e-faf3-11e3-a9cd-00144feab7de.html

[johnny1982] 24/6/2014 07:55

Bid coming? Rise on no news

[tiptv1] 23/6/2014 12:48

TipTv's Nick Batsford says to SELL in BG, watch here : http://www.tiptv.co.uk/archives/tip-tv-show-replay-23-06-2014/

[linhur] 10/6/2014 10:47

Weekend papers suggested a move for Sam Laidlaw (retiring CEO at Centrica) as a possible for CEO at BG. This would be an excellent move for BG and Laidlaw would be out of the hot seat on a retail utility at Centrica. Although he would be very expensive his experience and track record in the industry is first class. regards Linhur

[liam wilson] 09/6/2014 21:00

Swala Energy Launches Tanzania IPO By Broker Recommendations And Tips News 9 Jun 2014 20:28:51 http://bit.ly/1pUQVUU

[bigbertie] 05/6/2014 08:27

Earlier this morning there was a report on Sharecast of a gas discovery offshore Tanzania by Ophir/BG. I can't see it now and there is no RNS - anyone else got any info? edit - found some info; gas column found in Taachui-1, but according to Daily Tel it is not as big as they had hoped.

[pixi] 28/5/2014 21:54

Oil is good.

[bigbertie] 28/5/2014 17:54

MIATA thanks for that. I'm not sure if his note is a recommendation or a warning, or perhaps neutral.

[miata] 28/5/2014 13:47

Peter Oppitzhauser at Kepler Cheuvreux. Crédit Agricole S.A. is the largest retail banking group in France, second largest in Europe and the eighth largest in the world. Crédit Agricole Cheuvreux recently merged with Kepler Capital Markets.

[bigbertie] 28/5/2014 07:37

Some analyst I've never heard of, at a Broker I've never heard of put out a note yesterday saying that "prevailing uncertainties" were clouding the outlook for BG's upstream projects, but that CEO resignation and current share price made "M&A activity" a possibility. So interpreting the vague language I think he means their big projects have risks attached but there might be a bid.........no change there then!

[raysor] 07/5/2014 18:30

BG chiefs exit sparks bid talk, so said the front page of the Financial Times on 29th April 2014. Redmayne Bentley rate BG Group a buy in latest issue of Share Spotlight. Read full article here: hxxp://www.shareworld.co/index.php/share-spotlight/may-01-2014/

[miata] 06/5/2014 11:52

Come on XOM 1650p would do it and be earnings positive.

[miata] 06/5/2014 11:47

Goldman While we believe BG's board is focused on value delivery through asset transactions, we also believe the current low rates environment at a time of global economic recovery is likely to encourage large M&A. Here, we consider scenarios of asset disposals with potential to result in proceeds equivalent to 36%-48% of BG's current market cap. We also consider the potential value that could be extracted in the form of pro-forma 2017E EPS accretion by a buyer in a takeover of BG. We estimate a valuation range of 1500-1800p could be justified based on recent transaction metrics; the low end would be EPS accretive to six of the possible buyers we consider, while accretion becomes marginal at the upper end.