BP ein Kauf (Seite 563)

[INVEST69]

Shell fuels rumours of BP buyout plan

http://www.guardian.co.uk/business/2012/dec/14/shell-bp-pote…

Shell has reignited speculation about a potential takeover of BP after its chief executive spoke publicly about the Anglo-Dutch group's recent interest in buying its fiercest rival, whose share price is still recovering from the Gulf of Mexico blowout.

Peter Voser, the Shell boss, told a German newspaper that Shell had considered a move on BP in the past two years and answered "no comment" to the question of whether that ambition remained.

"I can't imagine that there was anyone in our industry that didn't have a look at it. At the end of the day we're all business people," Voser is quoted as saying.

Former BP chief executive John Browne revealed in his memoirs that discussions had taken place between the two companies in 2004 when Shell was smaller by market capitalisation.

But Voser's comments that Shell considered making a bid for BP in the past two years, according to an advance copy of Frankfurter Allgemeine Zeitung, will inevitably rekindle excitement in the City that a mega-merger could still be on the cards. Voser noted that following the oil spill in the Gulf of Mexico in April 2010, BP's share price fell sharply, and still had not completely recovered.

Equity analysts have speculated over the past 18 months that a BP wounded by the Deepwater Horizon accident was dangerously vulnerable to a foreign predator.

But big state-owned groups from China and Russia were seen as the most likely potential buyers, with all the political ramifications that would come with those kinds of approaches.

BP has recently agreed a multibillion-pound share swap and exploration deal with Russia's state-controlled oil company, Rosneft, but there would be nothing to stop a Shell bid for BP's wider share capital.

The London-based BP is still suffering from a near $40bn (£24.7bn) sell-off of global assets needed to pay for the claims and liabilities from the Gulf of Mexico oil spill. At their lowest point in early June 2011, BP shares were trading at just 296p, valuing the group at £55.6bn compared to a high of more than double that before the oil spill - worst such incident in the US.

They have since moved up to 426p but the oil group is still dogged by the US department of justice, which is pressing on with a criminal case and reiterating its belief that it may have been grossly negligent.

Legal specialists have indicated that a successful gross negligence charge would leave BP facing penalties of more than $20bn under the local Clean Water Act.

In the same interview, Voser warned that Europe shouldn't reject fracking as a means of extracting natural gas from shale. "Europe should know that it's about the competitiveness of its industry," he said, after Britain this week decided to allow the controversial shale drilling technique to restart. The US has gained immense industrial benefits from lower natural gas prices over the past few years, Voser added.

The gas price there has fallen hugely after the US allowed its shale gas reserves to be exploited using the process, but the practice is still banned in France due to environmental concerns.

[cathunter]

Antwort auf Beitrag Nr.: 43.992.462 von El_Matador am 07.01.13 23:38:11

Interessant nenne ich was anderes.




Ausserdem ist das Kerngeschäft von BG Group die Energierzeugung aus Gas, also ein klassischer Versorger mit Randaktivitäten wie E&P...

Sehe da keine allzu großen Synergieen.

[El_Matador]

In einem FT-Kommentar von heute ueber moegliche M&A in der Oel- und Gasbranche wurde BG Group als moeglicher Partner fuer BP und Royal Dutch Shell ins Spiel gebracht. Das Chart von BG sieht interessant aus. Weiss jemand von euch, warum der Kurs auf dem Stand von 2010 ist? Bis zum 2012 Hoch immerhin 50% Potenzial was in dieser Branche sehr viel ist. Im BG Group Thread hier ist nichts mehr los.

[henri720]

Dividende von BP ist nun auch drauf. War etwas unsicher weil ich letztes Quartal keine bekam, da ich sie etwas zu spät im Quartal quasi ex-dividende gekauft hatte.

Mal sehen was nun noch an Kosten durch die Sammelklage der Aktionäre und der weiter offene Klagen zukommen. Hoffe das diese Geschichte bald vom Tisch ist. Dann wird BP PLC auch für instutionelle Anleger interessanter, da dann das Risiko einfacher zu kalkulieren wäre.

[DJHLS]

Heute hat nun auch Transocean einen Deal mit dem Justizministerium wegen Macondo verkuendet.1,4 Mrd ist unterhalb der Erwartungen und unterhalb der Rückstellungen.
Das ist im Prinzip mittelbar auch eine gute Nachricht für BP, weil Deren Vertag mit Transocean eigentlich eine Haftungsfreistellung vorsieht.

[expensive2]

Zitat von henri720: Nein, bei mir kam noch keine Dividende an, schaute gerade.

Bin mir auch nicht sicher, da ich letztes Quartal auch keine Dividende bekam, da ich die Aktien im September quasi ex Dividende kaufte, da gibt es einen Termin weit vor der Dividendenzahlung.

Bin mal gespannt, ob ich diesmal Dividende bekomme und wann.

Hallo, nur mal kurz nebenbei, über die Ingdiba wurde meine Divi erst am 27.12.
eingebucht im "Extra-Kto", naja auch in Ordnung !!

Grüße

expensive

[Wubsoofer]

Oder das vermutete Rückkaufprogramm läuft ab dem 01.01.?

[cathunter]

Hm, nun +3%.

Scheint als werden jetzt die letztjährigen Underperformer gekauft.

An der Zeit wäre es ja, denn fundamental müsst BP schon längst oberhalb von 6 Euro notieren - die Divi kann ja dementsprechend angepasst werden.

[El_Matador]

lesenswerter artikel in der ft vom 2. januar ("remaking of bp has yet to pay off"). kann ich nicht verlinken, da nicht kostenfrei zugaenglich (ich habe die papierausgabe).

kernaussagen sind, dass das bemerkenswert grosse asset disposal program 1 jahr vor dem zeitplan liegt und bp nun staerker auf upstream fokussiert ist, wobei die anzahl der wells erheblich verringert worden ist, d.h. weniger komplexitaet. produktionswachstum wird aber nicht vor 2014 erwartet. und natuerlich, dass die unsicherheit wegen macondo mindestens bis zum fruehjahr bleibt.

offene frage also fuer den leser, ob dies das jahr ist, in dem endlich eine verbesserung in den aktienkurs eingepreist wird.

[cathunter]

BP Begins Production From Skarv Field, Norway
Release date: 02 January 2013
BP and partners today announced the successful start of production from the Skarv field in the Norwegian Sea, one of a series of new major upstream projects that BP brought into production in 2012. Production started on 31 December, 2012.

“The start-up of Skarv is a key operational milestone for BP, adding new production from one of our core higher-margin areas,” said Bob Dudley, BP group chief executive.

The Skarv field is approximately 210 kilometres west of the Norwegian coast in water depths of approximately 350-450 metres. Discovered in 1998, the field has an estimated ultimate recovery of around 100 million barrels of oil and condensate and over 1.5 trillion cubic feet of rich gas.

The field development includes a new highly-advanced FPSO (floating production, storage and offloading vessel) purpose-built for harsh waters, five subsea drilling templates, and an 80-kilometre 26-inch gas export pipeline connected to the Gassled transportation system, allowing export to markets in Europe.
The field will ramp up production and is anticipated to reach around 125,000 barrels of oil equivalent per day (boe/d) monthly average rate (30,000 boe/d net to BP) within the first six months of production and an expected maximum daily rate of approximately 165,000 boe/d (40,000 boe/d net BP) by year end.

Rebecca Wiles, BP Norway managing director, said: “Skarv will be a very important hub for BP in Norway, contributing significantly to our production growth from Norway and representing an important new source of gas to Europe.”

“The field’s development has already created many jobs and business activities at Helgeland. With its expected field life of 25 years, Skarv will continue to be an important contributor to local business activities.”

Together with the continuing operation of the Ula and Valhall fields, the Skarv development underlines BP’s long-term commitment to growing its business in Norway.
Notes to editors:
Skarv

BP Norway has a 23.84 per cent interest and is operator. Partners are: Statoil ASA 36.17 per cent; E.ON E&P Norge AS 28.08 per cent; PGNiG Norway AS 11.92 per cent

Location

Block and production licence: PL159, PL212, PL212B & PL262 (part blocks 6507/6 & 6507/5, 6507/3, 6507/2)
210 km from Sandnessjøen where BP’s supply base and support unit is located
Helicopter base in Brønnøysund

Skarv oil and gas field

1998 Skarv discovered
350-450m water depth

Transport solution

80km long 26” spur gas line to Åsgard Transport System
Shuttle tanker loading
Ability to process third party gas

Skarv FPSO technical features

Vessel length 295m, width 51m
Accommodation: 100 single bed cabins
15 mooring lines
13 risers
Prod. capacity oil: 85,000 barrels/day
Prod. capacity gas: 19 million cu m/day (670 mmscf/d)
Storage capacity: 875,000 barrels
Topsides: 18,000 tonnes
Hull: 49,000 tonnes
Turret/mooring system: 7000 tonnes
Wells: 16
Sub-sea templates: 5

BP in Norway:

BP has been in Norway since 1920
BP Norway has 11 licences, and is operator for all. The fields currently in production and operated by BP Norway are Valhall, Hod, Ula and Tambar
A new projects organisation is being established in Stavanger to develop capability in BP Norway to service future projects from the Valhall, Ula and Skarv hubs through 2050
BP expects to invest $10 billion (£6.7billion) net over the next five years in Norway and UK