Baker Hughes (Seite 6)

eröffnet am 27.01.17 18:32:09 von
neuester Beitrag 23.01.23 18:31:09 von

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 Ja Nein
    12.04.18 13:56:27
    Beitrag Nr. 19 ()
    Comparing Oilfield Companies' Short Interest etc.…


    BHGE = Baker Hughes, a GE company
    DRQ = Dril-Quip
    OIS = Oil States International Inc.
    RES = RPC Inc.
    TS = Tenaris S.A.
    07.04.18 13:09:00
    Beitrag Nr. 18 ()
    zum Annual Meeting habe ich bei Frage:

    The ratification of KPMG LLP as the Company's independent registered public accounting firm for fiscal year 2018.

    mit Nein gestimmt. Siehe hier warum:…

    --> was kann der "kleine Mann" sonst auch machen? :confused:
    02.04.18 18:08:06
    Beitrag Nr. 17 ()
    Baker Hughes, GE sign contract with Iraq to process natural gas at two fields…

    BAGHDAD, April 2 (Reuters) - Baker Hughes and General Electric signed a contract with Iraq's government on Monday to process natural gas extracted alongside crude oil at two fields in southern Iraq, the oil ministry said.

    The plan was first announced by GE last July and is part of Iraq's efforts to stop flaring gas associated with oil by 2021. Iraq continues to flare some of this gas because it lacks the facilities to process it into fuel for local consumption or exports.

    Gas flaring costs nearly $2.5 billion in lost revenue for the government and would be sufficient to meet most of needs for gas‐based power generation, according to the World Bank...
    08.03.18 16:18:47
    Beitrag Nr. 16 ()
    schon langsam, bewegt sie sich wieder in kleinen schritten.
    21.02.18 22:01:23
    Beitrag Nr. 15 ()
    General Electric affirms commitment to Baker Hughes, shares jump
    na ja, "jump" ist nun nicht das richtige Wort für +2.3% heute…

    =>...Shares of General Electric Co's Baker Hughes (BHGE.N) rose sharply on Wednesday after the parent company said it no longer planned to shed its holdings in the oilfield services business before the expiration of a two-year lockup period, reversing an earlier stance that had cast uncertainty around the stock.

    General Electric (GE.N) last November said it was considering shedding its Baker Hughes holdings to refocus its business and boost cash flows. The announcement came just months after the conglomerate had purchased a 63 percent stake in the firm under a deal that combined its oil and gas services and equipment business with Baker Hughes to create the second largest oilfield services firm by revenue.

    A recent move in oil prices (CLc1) to above $60 a barrel and the relative low valuation of Baker Hughes stock had some investors questioning whether General Electric would spin off the company before a two-year lockup period the companies set as part of the merger agreement.

    "Given today's valuation levels, we see a lot of upside there. We like the macro trends. At this point in time, we have no intent to change anything or execute prior to the expiration of any of the lockup periods," said Jamie Miller, GE's finance chief, at a Barclay's conference in Miami.
    Under the merger agreement, General Electric cannot spin off its investment without special approval from a committee of board members.

    Despite complementary offerings and the recent spike in oil prices, shares of GE's Baker Hughes have fallen by more than 30 percent since the close of the merger. Disappointing fourth quarter results and lowered guidance prompted analyst to lower profit targets for the year.

    "The uncertainty had been pressuring the shares," said James West, senior managing director and partner at investment bank Evercore ISI...

    => na ja, von irgendwas, was Geld in die Kasse bringt, muss ja GE vor der endgültigen Zerlegung (nicht Zerschlagung) auch leben :D
    18.02.18 00:36:01
    Beitrag Nr. 14 ()
    Antwort auf Beitrag Nr.: 57.053.042 von faultcode am 18.02.18 00:15:20
    Extrem clever... (2)
    => also:

    Baker Hughes, a GE company, LLC ("BHGE LLC")

    ist nicht dasselbe wie:

    Baker Hughes, a GE company ("BHGE")

    => beide Unternehmen hatten am 3.7.2017 eigene Wertpapier-Prospekte:
    - BHGE LLC: 435 PDF-Seiten --> das war die alte Baker Hughes Incorporated
    - BHGE: 606 PDF-Seiten --> das ist die neue Bear Newco, Inc. ("New Company")

    => man sieht das auch an unterschiedlichen Steuernummern ;)

    => aber beide Unternehmen haben dieselbe Geschäfts-Adresse in Houston (mit Delaware-Steuer- und -Rechtssitz) und auch dort dieselbe Telefon-Nummer!

    => daneben gibt es aber auch wohl eine Reihe von anderen "Baker Hughes"-Vehikel, die z.B. die Schulden (mit-)emittieren, z.B. Baker Hughes Co-Obligor, Inc.:…

    => natürlich mit derselben Tel.-Nummer, aber wieder anderer Steuer-Nummer (siehe SEC-filings...) !

    => wie in alten GE-Zeiten! :D
    18.02.18 00:15:20
    Beitrag Nr. 13 ()
    Antwort auf Beitrag Nr.: 56.848.498 von R-BgO am 27.01.18 14:05:29
    Extrem clever... (1)
    Gute Frage!

    --> zum 30.9.2017 mutmasslich 1.145b über beide Anteilsklassen ,also Class A and B shares ("common stock").

    --> exakte Antwort: AR2017 abwarten, aber laufendes Rückkaufprogramm für Class A shares (BHGE):…

    => diesen Satz verstehen 99.99% aller Investoren, einschliesslich mir, nicht auf Anhieb ;):

    Baker Hughes, a GE company (NYSE: BHGE) ("BHGE" or the "Company") today announced that its Board of Directors has authorized Baker Hughes, a GE company, LLC (“BHGE LLC”) to repurchase up to $3 billion of its common units from BHGE and GE. The Company will use the proceeds from the sale of its BHGE LLC common units to repurchase its Class A shares. In addition, the Company also announced its intention for BHGE LLC to issue new debt.

    => demnach hält auch BHGE Common units an BHGE LLC
    => BHGE LLC soll nun für bis zu USD3b an eigenen Common units von BHGE und GE zurückkaufen, indem man dafür Schulden aufnimmt
    => im Gegenzug hat nun auch BHGE, neben GE, neues Geld, um eigene Class A shares zurückzukaufen

    => prima: somit bekommt so ganz nebenbei GE dringend benötigtes Geld, und Schulden diffundieren möglicherweise ein bischen ausserhalb der GE-Bilanz! :D


    1 Antwort
    17.02.18 22:39:08
    Beitrag Nr. 12 ()
    Dodge & Cox Comments on Baker Hughes GE

    ...BHGE has a long-term opportunity to increase its market share with its improved scale. BHGE’s leadership position in compressors and turbines generates long-term service contracts with attractive recurring revenue, which should reduce downside volatility.

    In addition, the company has a healthy balance sheet and recently announced a $ 3 billion share buyback. We believe BHGE provides attractive risk-reward diversification to the Fund’s Energy portfolio. The company was a 1.0% position on December 31.
    27.01.18 14:05:29
    Beitrag Nr. 11 ()
    hat jemand eine Ahnung, wie viele Aktien draußen sind?
    2 Antworten
    12.01.18 18:22:53
    Beitrag Nr. 10 ()
    Tax loss selling season vorbei,
    nun kann's im Januar wieder nach oben gehen ;)
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