BP PLC (GB0007980591)
 
 

3,79 GBX

Stand (close): 03.07.25

Nachrichten

Datum / Uhrzeit Titel Bewertung
27.06.25 08:17:07 Kosmos Energy’s (KOS) LNG Project Achieves Commercial Operations Date
Kosmos Energy Ltd. (NYSE:KOS) is one of the 10 best-value penny stocks to buy, according to analysts. On June 23, the company announced that its innovative liquefied natural gas project, Greater Tortue Ahmeyim, has reached the Commercial Operations Date (COD). The company is developing the project in partnership with BP.Kosmos Energy’s (KOS) LNG Project Achieves Commercial Operations Date

An oil and gas crew working on a midstream pipeline, illuminated against a dusk sunlit sky.

Commercial Operations Data as part of a 20-year lease and operation agreement marks a significant milestone for the project’s partners. The milestone comes on LNG production volumes increasing significantly to levels equivalent to annual contracted volumes of about 2.4 million tons per annum.

Achieving COD status and the recent build-up in cargo lifting activity reflect the sustained cooperation between the project partners and Golar LNG Limited.

Kosmos Energy Ltd. (NYSE:KOS) is a Deepwater oil and gas exploration and production company focused on finding and developing resources in proven basins offshore Ghana, Equatorial Guinea, Mauritania, Senegal, and the U.S. Gulf of Mexico.

While we acknowledge the potential of KOS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 12 Best Augmented Reality Stocks to Buy According to Analysts and 11 Best Performing Warren Buffett Stocks in 2025.

Disclosure: None.

View Comments
27.06.25 05:05:32 BP (LON:BP. shareholders incur further losses as stock declines 6.1% this week, taking one-year losses to 17%
Passive investing in an index fund is a good way to ensure your own returns roughly match the overall market. But if you buy individual stocks, you can do both better or worse than that. Unfortunately the BP p.l.c. (LON:BP.) share price slid 22% over twelve months. That contrasts poorly with the market return of 8.9%. Longer term shareholders haven't suffered as badly, since the stock is down a comparatively less painful 4.9% in three years. Furthermore, it's down 15% in about a quarter. That's not much fun for holders.

After losing 6.1% this past week, it's worth investigating the company's fundamentals to see what we can infer from past performance.

We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.

There is no denying that markets are sometimes efficient, but prices do not always reflect underlying business performance. One way to examine how market sentiment has changed over time is to look at the interaction between a company's share price and its earnings per share (EPS).

During the last year BP saw its earnings per share drop below zero. Buyers no doubt think it's a temporary situation, but those with a nose for quality have low tolerance for losses. Of course, if the company can turn the situation around, investors will likely profit.

You can see how EPS has changed over time in the image below (click on the chart to see the exact values).LSE:BP. Earnings Per Share Growth June 27th 2025

We like that insiders have been buying shares in the last twelve months. Having said that, most people consider earnings and revenue growth trends to be a more meaningful guide to the business. Before buying or selling a stock, we always recommend a close examination of historic growth trends, available here..

What About Dividends?

When looking at investment returns, it is important to consider the difference between total shareholder return (TSR) and share price return. The TSR incorporates the value of any spin-offs or discounted capital raisings, along with any dividends, based on the assumption that the dividends are reinvested. It's fair to say that the TSR gives a more complete picture for stocks that pay a dividend. In the case of BP, it has a TSR of -17% for the last 1 year. That exceeds its share price return that we previously mentioned. And there's no prize for guessing that the dividend payments largely explain the divergence!

A Different Perspective

BP shareholders are down 17% for the year (even including dividends), but the market itself is up 8.9%. However, keep in mind that even the best stocks will sometimes underperform the market over a twelve month period. Longer term investors wouldn't be so upset, since they would have made 9%, each year, over five years. If the fundamental data continues to indicate long term sustainable growth, the current sell-off could be an opportunity worth considering. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. Even so, be aware that BP is showing 2 warning signs in our investment analysis, you should know about...

Story Continues

BP is not the only stock that insiders are buying. For those who like to find lesser know companies this freelist of growing companies with recent insider purchasing, could be just the ticket.

Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on British exchanges.



Weekly Picks from Community

Investing narratives with Fair Values

A case for TSXV:USA to reach USD $5.00 - $9.00 (CAD $7.30–$12.29) by 2029.
By Agricola – Community Contributor

Fair Value Estimated:
CA$12.29 · 0.9% Overvalued DLocal's Future Growth Fueled by 35% Revenue and Profit Margin Boosts
By WynnLevi – Community Contributor

Fair Value Estimated:
$195.39 · 0.9% Overvalued Historically Cheap, but the Margin of Safety Is Still Thin
By Mandelman – Community Contributor

Fair Value Estimated:
SEK232.58 · 0.2% Overvalued

View more featured narratives



Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

View Comments
26.06.25 17:48:31 Sector Update: Energy Stocks Rise Thursday Afternoon
Energy stocks were higher Thursday afternoon, with the NYSE Energy Sector Index rising 1.4% and the

PREMIUM

Upgrade to read this MT Newswires article and get so much more.

A Silver or Gold subscription plan is required to access premium news articles.

Upgrade

Already have a subscription? Sign in
26.06.25 17:31:51 Sector Update: Energy
Energy stocks were higher Thursday afternoon, with the NYSE Energy Sector Index rising 1.4% and the

PREMIUM

Upgrade to read this MT Newswires article and get so much more.

A Silver or Gold subscription plan is required to access premium news articles.

Upgrade

Already have a subscription? Sign in
26.06.25 13:17:59 Shell Says No Plan to Make Offer for BP
This article was first published on Rigzone here

Shell PLC on Thursday dismissed media reports it could be intending to approach smaller rival BP PLC for a potential merger.

Shell “has not been actively considering making an offer for BP and confirms it has not made an approach to, and no talks have taken place with BP with regards to a possible offer”, it said in an online statement.

“This is a statement to which Rule 2.8 of the Code applies and accordingly Shell confirms it has no intention of making an offer for BP”, Shell said. It was referring to restrictions imposed by the United Kingdom Takeover Code on an entity that has made a statement of not intending to make an offer for a company.

“We remain focused on delivering more value with less emissions through performance, discipline and simplification”, Shell said.

However, it added, “Under Note 2 on Rule 2.8 of the Code, Shell reserves the right to set the restrictions in Rule 2.8 aside in the following circumstances: with the agreement of the board of BP; if a third party announces a firm intention to make an offer for BP; if BP announces a Rule 9 waiver or a reverse takeover; and if there has been a material change of circumstances (as determined by the Takeover Panel)”.

Rigzone emailed a comment request to BP.

Take control of your future.
Search THOUSANDS of Oil & Gas jobs on Rigzone.com
Search Now >>

Earlier on Thursday The Wall Street Journal cited unnamed people familiar with the matter as saying Shell was holding “early-stage talks” with BP.

“Talks between company representatives are active, the people said, and BP is considering the approach carefully”, the Journal reported.

“Potential terms of any deal couldn’t be learned and a tie-up is far from certain, the people familiar with the matter warned”, it added. “Bankers working on behalf of the companies have been engaged in the discussions, which are moving slowly, the people said”.

Earlier in May Bloomberg reported, citing unnamed sources, that Shell was consulting advisers on a potential acquisition of BP but that it was “waiting for further stock and oil price declines before deciding whether to pursue a bid”.

According to Bloomberg’s sources, Shell may favor share buybacks and bolt-on acquisitions over a megamerger.

A Shell spokesperson told Bloomberg then, “As we have said many times before, we are sharply focused on capturing the value in Shell through continuing to focus on performance, discipline and simplification”.

To contact the author, email jov.onsat@rigzone.com

More From Rigzone.com, The Leading Energy Platform:

Story Continues

Equinor Files Development Plan for Fram South in Norwegian North Sea USA Crude Oil Inventories Drop by Almost 6 Million Barrels WoW Chevron Field in Israel Allowed to Resume Production EIA Fuel Update Shows Increasing USA Gasoline Price

>> Find the latest oil and gas jobs on Rigzone.com <<

View Comments
26.06.25 13:16:27 Sector Update: Energy Stocks Advance Premarket Thursday
Energy stocks were advancing premarket Thursday with the Energy Select Sector SPDR Fund (XLE) 0.4% h

PREMIUM

Upgrade to read this MT Newswires article and get so much more.

A Silver or Gold subscription plan is required to access premium news articles.

Upgrade

Already have a subscription? Sign in
25.06.25 22:00:03 BP (BP) Stock Moves 1.64%: What You Should Know
BP (BP) closed the most recent trading day at $30.32, moving +1.64% from the previous trading session. Elsewhere, the Dow saw a downswing of 0.25%, while the tech-heavy Nasdaq appreciated by 0.31%.

Coming into today, shares of the oil and gas company had gained 2.33% in the past month. In that same time, the Oils-Energy sector gained 4.53%, while the S&P 500 gained 5.05%.

High Yield Savings Offers

Earn 4.10% APY** on balances of $5,000 or more View Offer

Earn up to 4.00% APY with Savings Pods View Offer

Earn up to 3.80% APY¹ & up to $300 Cash Bonus with Direct Deposit View Offer

Powered by Money.com - Yahoo may earn commission from the links above.

The investment community will be paying close attention to the earnings performance of BP in its upcoming release. In that report, analysts expect BP to post earnings of $0.62 per share. This would mark a year-over-year decline of 38%. Meanwhile, the latest consensus estimate predicts the revenue to be $60.31 billion, indicating a 24.99% increase compared to the same quarter of the previous year.

For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $2.33 per share and a revenue of $234.66 billion, representing changes of -28.53% and +20.57%, respectively, from the prior year.

Investors should also note any recent changes to analyst estimates for BP. Recent revisions tend to reflect the latest near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 0.14% lower within the past month. BP presently features a Zacks Rank of #3 (Hold).

In terms of valuation, BP is presently being traded at a Forward P/E ratio of 12.79. This denotes a premium relative to the industry average Forward P/E of 10.78.

One should further note that BP currently holds a PEG ratio of 1.94. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The Oil and Gas - Integrated - International industry had an average PEG ratio of 1.83 as trading concluded yesterday.

The Oil and Gas - Integrated - International industry is part of the Oils-Energy sector. With its current Zacks Industry Rank of 194, this industry ranks in the bottom 22% of all industries, numbering over 250.

Story Continues

The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

To follow BP in the coming trading sessions, be sure to utilize Zacks.com.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

BP p.l.c. (BP) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

View Comments
23.06.25 10:49:00 Kosmos Energy Confirms Commercial Operations Date Reached for Golar’s FLNG Gimi at Greater Tortue Ahmeyim
DALLAS, June 23, 2025--(BUSINESS WIRE)--Kosmos Energy (NYSE/LSE: KOS) notes the announcement by Golar LNG Limited ("Golar") that the FLNG Gimi has reached Commercial Operations Date ("COD") for the 20-year Lease and Operate Agreement with BP for the Greater Tortue Ahmeyim (GTA) project offshore Mauritania and Senegal.

The announcement of COD marks a significant milestone for the project partners, as LNG production volumes have successfully been ramped up to a level equivalent to the annual contracted volumes of approximately 2.4 million tonnes per annum (mtpa), or around 90% of nameplate capacity of 2.7mtpa.

The achievement of COD follows first LNG in February and the first LNG cargo in April. The second and third LNG cargo were exported in May and early June respectively and a fourth cargo is currently loading. The fifth cargo is expected at the start of the third quarter. With this expected cargo timing, Kosmos forecasts 3.5 gross cargos in the second quarter.

Achieving COD and the recent ramp up in cargo lifting activity highlights continued strong cooperation between the project partners and Golar.

About Kosmos Energy

Kosmos Energy is a leading deepwater exploration and production company focused on meeting the world’s growing demand for energy. We have diversified oil and gas production from assets offshore Ghana, Equatorial Guinea, Mauritania, Senegal and the Gulf of America. Additionally, in the proven basins where we operate we are advancing high-quality development opportunities, which have come from our exploration success. Kosmos is listed on the NYSE and LSE and is traded under the ticker symbol KOS. As an ethical and transparent company, Kosmos is committed to doing things the right way. The Company’s Business Principles articulate our commitment to transparency, ethics, human rights, safety and the environment. Read more about this commitment in the Kosmos Sustainability Report. For additional information, visit www.kosmosenergy.com.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. All statements, other than statements of historical facts, included in this press release that address activities, events or developments that Kosmos expects, believes or anticipates will or may occur in the future are forward-looking statements. Kosmos’ estimates and forward-looking statements are mainly based on its current expectations and estimates of future events and trends, which affect or may affect its businesses and operations. Although Kosmos believes that these estimates and forward-looking statements are based upon reasonable assumptions, they are subject to several risks and uncertainties and are made in light of information currently available to Kosmos. When used in this press release, the words "anticipate," "believe," "intend," "expect," "plan," "will" or other similar words are intended to identify forward-looking statements. Such statements are subject to a number of assumptions, risks and uncertainties, many of which are beyond the control of Kosmos, which may cause actual results to differ materially from those implied or expressed by the forward-looking statements. Further information on such assumptions, risks and uncertainties is available in Kosmos’ Securities and Exchange Commission ("SEC") filings.Kosmos undertakes no obligation and does not intend to update or correct these forward-looking statements to reflect events or circumstances occurring after the date of this press release, except as required by applicable law. You are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date of this press release. All forward-looking statements are qualified in their entirety by this cautionary statement.

Story Continues

View source version on businesswire.com: https://www.businesswire.com/news/home/20250623625000/en/

Contacts

Investor Relations
Jamie Buckland
+44 (0) 203 954 2831
jbuckland@kosmosenergy.com

Media Relations
Thomas Golembeski
+1-214-445-9674
tgolembeski@kosmosenergy.com

View Comments
20.06.25 00:00:00 Why Big Oil Isn’t Afraid of Peak Oil Demand
Big Oil firms expect global oil demand to stop growing at some point early next decade. But the decline will be very slow and gradual and will look more like a plateau than a downward spiral.

The world’s biggest international oil and gas companies have started to acknowledge that demand growth could slow or stop within a decade. But these firms keep pumping oil and gas more than they did earlier this decade as they expect that oil demand – regardless of a peak – isn’t going anywhere.

Big Oil’s Big Pivot

Despite the headline-grabbing surge in renewable energy capacity, solar and wind cannot replace fossil fuels in many industrial processes and production while demand for petrochemicals drives increased oil and gas consumption.

The strategic shift of BP and Shell from early this decade to boost investments in renewables while scaling back oil production lasted only a couple of years. Europe’s Big Oil found out firsthand that the renewables business isn’t bringing the profits that the core oil and gas business is generating. Faced with the difficult task of rewarding shareholders with attractive yields and payouts and stopping the investor outflow from the industry, and with an energy crisis with soaring oil and gas prices, Shell and BP drastically scaled on their ambitions in renewables and shifted their focus on oil and gas again.

Equinor of Norway, where electric vehicles hold an enormous market share and power comes from hydro and wind, also reduced investments in renewables, in order to boost returns for shareholders and adapt to an uneven energy transition. The Norwegian major, which dropped ‘oil’ from its name and rebranded to Equinor seven years ago with more renewables business in mind, acknowledged that market conditions in the clean energy sector have changed and the energy transition is going forward with an uncertain and uneven pace. At the same time, Equinor, which now produces a large part of the gas going to Europe via pipelines, expects to keep a high level of oil and gas production in Norway “all the way to 2035.”

“What we are working on is to make sure that we are able to squeeze every molecule out of the Norwegian continental shelf,” chief executive Anders Opedal told the Financial Times.

“So we have to drill around 100 wells a year for the next decade.”

Low returns from higher-cost renewables and the uncertain pace of the transition amid the push for security of supply have had European majors scale back plans and investments in renewables and look to grow low-cost lower-carbon oil and gas production.

Story Continues

In the U.S., ExxonMobil and Chevron didn’t have to pivot as they weren’t deep into renewable energy even before the 2022-2023 energy crisis and soaring prices.

Oil Isn’t Going Anywhere

Unlike the International Energy Agency (IEA), which has just doubled down on its forecast of peak oil demand by the end of this decade, Big Oil companies don’t see any peak by 2030. Some have put a peak at some point in the 2030s, but all say that oil and gas will remain essential for global economic growth and development in 2050.

“Under any credible scenario, oil and natural gas remain essential,” ExxonMobil says in its latest Global Outlook to 2050.

The U.S. supermajor also believes that “Lower-carbon technology needs policy support to grow rapidly but ultimately must be supported by market forces.”

In 2050, more than 50% of global energy demand will still be met by oil and natural gas, Exxon reckons.

“The world will be different in 2050, but the need to provide the reliable, affordable energy that drives economic prosperity and better living standards, while reducing greenhouse gas emissions, will remain just as critical as it is today,” it says.

Shell’s CEO Wael Sawan has said that reducing global oil and gas production would be “dangerous and irresponsible” as the world still needs those hydrocarbons.

In its 2025 Energy Security Scenarios, Shell sees oil demand likely to grow by 3?5 million barrels per day (bpd) into the early 2030s, with a long but slow decline after that as petroleum remains an affordable and convenient fuel, particularly in transport, and an important feedstock for the petrochemical industry.

In all three scenarios analyzed by Shell, upstream investment of around $600 billion a year “will be required for decades to come as the rate of depletion of oil and gas fields is two to three times the potential future annual declines in demand.”

In the most-discussed strategy reset this year, BP slashed spending on clean energy and boosted upstream investments.

The UK-based supermajor will aim for 10 new major oil and gas projects to start up by the end of 2027, and a further 8–10 projects by the end of 2030. Production is also expected to grow: to 2.3–2.5 million barrels of oil equivalent per day (boed) in 2030, with capacity to increase to 2035.

That’s a stark departure from BP’s previous strategy to lower oil and gas output by 2030.

“We will grow upstream investment and production to allow us to produce high margin energy for years to come,” CEO Murray Auchincloss said.

Whenever peak oil demand occurs, it will not be a steep downhill in global consumption—it will be a long plateau with a soft decline afterward, Big Oil says.

A steep drop could only occur if there is an aggressive political push toward net-zero emissions by 2050, Shell’s head of scenario planning, Laszlo Varro, told FT. But such a push would be “significantly outside society’s current comfort zone.”

By Tsvetana Paraskova for Oilprice.com

More Top Reads From Oilprice.com

Middle East Conflict Sparks Exodus of Foreign Oil Personnel The Permian Basin is Fueling America's Electric Future The Physics of Collapse: How to Adapt to Economic Shifts

Read this article on OilPrice.com

View Comments
17.06.25 22:00:02 BP (BP) Advances While Market Declines: Some Information for Investors
BP (BP) closed at $31.58 in the latest trading session, marking a +1.35% move from the prior day. This change outpaced the S&P 500's 0.84% loss on the day. Elsewhere, the Dow lost 0.7%, while the tech-heavy Nasdaq lost 0.91%.

The stock of oil and gas company has risen by 4.7% in the past month, leading the Oils-Energy sector's loss of 0% and the S&P 500's gain of 1.44%.

Advertisement: High Yield Savings Offers

Earn 4.10% APY** on balances of $5,000 or more View Offer

Earn up to 4.00% APY with Savings Pods View Offer

Earn up to 3.80% APY¹ & up to $300 Cash Bonus with Direct Deposit View Offer

Powered by Money.com - Yahoo may earn commission from the links above.

Market participants will be closely following the financial results of BP in its upcoming release. It is anticipated that the company will report an EPS of $0.62, marking a 38% fall compared to the same quarter of the previous year. At the same time, our most recent consensus estimate is projecting a revenue of $60.31 billion, reflecting a 24.99% rise from the equivalent quarter last year.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $2.33 per share and a revenue of $234.66 billion, indicating changes of -28.53% and +20.57%, respectively, from the former year.

Investors should also pay attention to any latest changes in analyst estimates for BP. These revisions typically reflect the latest short-term business trends, which can change frequently. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.

Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Within the past 30 days, our consensus EPS projection has moved 9.25% lower. BP is holding a Zacks Rank of #3 (Hold) right now.

In the context of valuation, BP is at present trading with a Forward P/E ratio of 13.36. This indicates a premium in contrast to its industry's Forward P/E of 10.93.

Investors should also note that BP has a PEG ratio of 2.03 right now. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. As of the close of trade yesterday, the Oil and Gas - Integrated - International industry held an average PEG ratio of 1.86.

The Oil and Gas - Integrated - International industry is part of the Oils-Energy sector. With its current Zacks Industry Rank of 203, this industry ranks in the bottom 18% of all industries, numbering over 250.

Story Continues

The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

You can find more information on all of these metrics, and much more, on Zacks.com.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

BP p.l.c. (BP) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

View Comments