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TGS Kort og Lang Sikt
Truthseeker
30.10.2008 09:00
#2459

På meg virket de ikke omsettelige slik at markedsverdi per 31.september er skjønnsmessig satt av TGS.
juma
30.10.2008 09:17
#26671

TGS skriver vel at tidvis har det ikke vært holdt auksjoner. Det betyr jo ikke at dette er risokobligasjoner av den grunn. Finansmarkedet har vært helt ute av funksjon en lengre periode nå. Jeg legger til grunn at når de vedtatte pakkene begynner å fungere vil også obligasjonsmarkedet begynne å fungere. TGS skriver videre at de kan nedbetale sitt lån med forfall neste år uten å røre obligasjonene. TGS har mer enn nok cash for dette formålet.
Truthseeker
30.10.2008 09:36
#2460

Enig i det du skriver. Ikke noen cash fare for TGS. Men dette er vel samme type instrument som amerikanske kommuner har finansiert seg gjennom og der markedet nå er helt borte. En ekkel situasjon for TGS.
Her kan dere lese litt om instrumentene og dette markedet (i "frys" modus)i artikkel fra Reuters av i går: http://www.reuters.com/article/marketsNews/idUSN2948213320081029
juma
30.10.2008 10:17
#26674

En interessant ting rundt disse ARS obligasjonenen er at når auksjonen feiler vil lånetagerne betale maksrente regulert av lånedokumentene. Med andre ord vil TGS motta en høy rente inntil markedet igjen stabiliserer seg. Hvis TGS selger ARS obligasjonene om en stund i et marked som fungerer vil eneste konsekvensen ha vært at de i en periode har mottat høyere rente enn hva de ellers kunne forvente. Selger TGS obligasjonene til underkurs så tar de et tap. Obligasjonsutsetderene ser i hvert fall ut til å være av den solide typen og jeg ser ingen stor grunn til bekymring her så lenge TGS ikke er i en situasjon hvor de må selge.

http://en.wikipedia.org/wiki/Auction_rate_security

Endret 30.10.2008 10:19 av juma
Truthseeker
30.10.2008 10:19
#2461

Nå vet vi jo ikke hvem låntagerne er da. Men mye kan rette seg når de amerikanske hjelpepakkene slår inn.
juma
30.10.2008 13:38
#26676

Verdien på ARS obligasjonene er basert på omsetning i andrehåndmarkedet. Dvs utenfor auksjonene.
Truthseeker
30.10.2008 13:54
#2464

Sannsynligvis minimal likviditet. Men det vil forhåpentligvis bedre seg og TGS har ikke behov for cash'en nå slik at de kan vente.
juma
20.11.2008 14:57
#26754

TGS trader under 30 kroner og under forrige bunn. Siden forrige bunn har TGS og WAVE løst uoverenstemmelsen og TGS vil motta eller har mottatt 12,5 mill USD (omlag 90 øre/aksj) samt fått avtale om rimlig leie av skip fra WAVE. Likeså foreligger det et tilbud på alle WAVE aksjen fra CGG.

TGS vil ved utgangen av året besitte nærmere 15 kroner/aksje i netto cash tipper jeg. Et gjeldsfritt TGS prises med andre ord til rundt 15 kroner/aksje.

Virker som en relativt grei aksje å sitte med gjennom denne turbulensen.
emmeloord
25.11.2008 20:38
#115

TGS Buyback of Shares
17:43
TGS-NOPEC Geophysical Company ASA bought back 60,800 TGS shares in
the market on Tuesday November 25th 2008. Average price paid was NOK
34.72 per share.

Burde de ikke kjøpt seg en båt istedet?;) Eventuelt brukt pengene på et bud på Wavefield?
juma
25.11.2008 22:10
#26763

TGS finner neppe bedre investeringer enn egne aksjer i øyeblikket. Egne båter er kun kjekt å ha i oppganstider. Nå er det veldig kjekt å kunne leie rimlig. TGS kan prise seg lykkelig for at WAVE kjøpet gikk i vasken.
Beins
28.11.2008 18:13
#996

TGS går som ei kule om dagen. Er det billige båtene som Juma trekker fram, eller andre grunner til at selskapet virkelig er i støtet om dagen.
Jeg leste i går i DN om fare for overkapasitet i seismikk (antall båter), men TGS virker veldig sterke nå på en svært lav børs.

Endret 28.11.2008 18:13 av Beins
Krafer
09.12.2008 08:57
#5151

TGS fortsetter å handle egne aksjer. Ikke det helt store tilbakekjøpet men TGS eier nå 3,81% av egne aksjer. Ser ut som de benytter anledningen til å kjøpe når aksjen faller under 35 kroner.

08/12-2008 21:47:38: (TGS) TGS Buyback of Shares
TGS-NOPEC Geophysical Company ASA bought back 35,000 TGS shares in
the market on Monday December 8th 2008. Average price paid was
NOK 34.92 per share.

Balance of treasury shares held after the transaction is 4,054,900
shares.
Krafer
12.12.2008 13:02
#5163

Ser på dn.no at Goldman Sachs kutter kursmålene på en rekke oljeserviceselskaper. Kursmålet på TGS Nopec kuttes fra 50 til 45 kroner. Fortsatt 32% opp til kursmålet.

Ellers er det vel ingen bombe hvis det kommer en melding i kveld om at sleksapet har kjøpt egne aksjer. Virker som selskapet benytter seg av anldeningen til å kjøpe når kursen faller under 35 kr.
Bulldoser
12.12.2008 17:19
#301

Betryggende at de har penger til å kjøpe egen aksje i disse dager.
Krafer
17.12.2008 22:10
#5189

Synes TGS godt kunne begynt å kjøpe egne aksjer i julegave til seg selv og sine aksjonærer :-)
blink
05.01.2009 08:05
#14702

05/01-2009 07:50:00: (TGS) TGS Announces New 3D Project in Central and Eastern Gulf of Mexico
Asker, Norway, Houston, Texas (January 5, 2009) - TGS-NOPEC
Geophysical Company (TGS) announced today that it is acquiring a new
Multi-Client 3D survey in the DeSoto Canyon area of the Gulf of
Mexico. Named "Hernando", the new survey covers a 300 OCS block
(6,900 sq. km) area.

The MV BOS Arctic has already acquired approximately 25% of the
project and is scheduled to complete the acquisition in May of 2009.
The project deliverables will include Pre-Stack Time Migration as
well as Anisotropic Kirchhoff and Wave Equation Pre-Stack Depth
Migrations. Gravity data is also being collected along with the
seismic data.

"The Hernando survey will provide 3D data over a geological trend
that was actively leased in the last Central Gulf of Mexico lease
sale and also an area that has not been available for exploration
during the last 20 years," said Kim Abdallah, Vice President of New
Ventures for TGS. "We are working closely with our customers to
create data products that will be critical in their evaluation of
these new emerging plays."

This project is supported by industry funding and participants will
receive fast track data covering a 1,100 sq km area prior to the
March 2009 Lease Sale.

TGS-NOPEC Geophysical Company (TGS) is a principal resource for
global geoscientific data products and services in the E&P industry.
TGS specializes in the design, acquisition and processing of
multi-client seismic surveys worldwide and delivers advanced high
performance seismic imaging and software solutions. The Company also
provides the world's largest online well-log database, well data
management services, multi-client interpretive products and
subsurface consulting services to industry. The suite of integrated
exploration data products available from TGS is distinctive and
unmatched. The Company philosophy is to create unique high-quality
data collected in the right place at the right time.

All statements in this press release other than statements of
historical fact are forward-looking statements, which are subject to
a number of risks, uncertainties and assumptions that are difficult
to predict, and are based upon assumptions as to future events that
may not prove accurate. These factors include TGS' reliance on a
cyclical industry and principal customers, TGS' ability to continue
to expand markets for licensing of data, and TGS' ability to acquire
and process data products at costs commensurate with profitability.
Actual results may differ materially from those expected or projected
in the forward-looking statements. TGS undertakes no responsibility
or obligation to update or alter forward-looking statements for any
reason.

TGS-NOPEC Geophysical Company ASA is listed on the Oslo Stock
Exchange (OSLO:TGS).
Krafer
22.01.2009 17:05
#5300

Ikke at det ser ut som så mange bryr seg om denne aksjen her men kan jo lime inn et par meldinger :)

21/01-2009 14:44:00: (TGS) WAVE shares sold to CGGV
TGS has today sold all its 13,112,200 shares (10.1%) in
Wavefield-Inseis ASA to CGGVeritas at NOK 15.17 per share. Balance
held after the transaction is zero.


This announcement was originally distributed by Hugin. The issuer is
solely responsible for the content of this announcement.Copyright Hugin AS 2009. All rights reserved.

Krafer
22.01.2009 17:06
#5301

22/01-2009 08:00:00: (TGS) TGS Delivers New Higher Order Depth Imaging Projects in the Gulf of Mexico.
Houston, Texas, Asker, Norway (January, 22, 2009) - TGS-NOPEC
Geophysical Company (TGS) announced today that it has completed
several new multi-client higher order depth imaging projects that
will be used to evaluate hydrocarbon potential in areas of the
Central Gulf of Mexico prior to the Lease Sale in March 2009.

TGS has created the industry's first multi-client Reverse Time
Migration (RTM) product on the Stanley 3D survey. This migration
covers an 8,900 square kilometer area (~385 OCS blocks) in the Green
Canyon and Walker Ridge area of the deep water Gulf of Mexico that
includes OCS blocks that received some of the highest bonus bids in
recent years. The RTM algorithm shows improved imaging in the subsalt
areas of this very structurally complex area. Final results of the
project have been delivered to the early participating customers.

In addition, TGS has completed an anisotropic Kirchhoff depth
migration on its Eastern Mississippi Canyon, Deep Resolve and
Sophie's Link 3D surveys. Anisotropic migration uses well data to
calibrate the seismic to the true earth which provides better
positioning and more accurate imaging of the subsurface. These new
imaging products tie to the existing anisotropic migration that was
previously completed in the Mississippi Canyon area. Upon completion
of these migrations, TGS now offers 32,000 sq kilometers (~1476 OCS
blocks) of contiguous and seamless anisotropic depth migration in the
Central Gulf of Mexico. Said projects incorporated over 800 well
logs in building the anisotropic model.

"The industry has embraced the proprietary imaging technology that
TGS has developed", said Robert Hobbs, COO of TGS. "The demand from
our customers to use these algorithms to enhance our data library has
been strong and has allowed us to expand on the success that we had
in Mississippi Canyon.

The RTM and Anisotropic Kirchhoff depth migration algorithms used in
these projects are proprietary to TGS.
All of the projects mentioned were underwritten by oil companies.

TGS-NOPEC Geophysical Company (TGS) is a principal resource for
global geoscientific data products and services in the E&P industry.
TGS specializes in the design, acquisition and processing of
multi-client seismic surveys worldwide and delivers advanced high
performance seismic imaging and software solutions. The Company also
provides the world's largest online well-log database, well data
management services, multi-client interpretive products and
subsurface consulting services to industry. The suite of integrated
exploration data products available from TGS is distinctive and
unmatched. The Company philosophy is to create unique high-quality
data collected in the right place at the right time.

All statements in this press release other than statements of
historical fact are forward-looking statements, which are subject to
a number of risks, uncertainties and assumptions that are difficult
to predict, and are based upon assumptions as to future events that
may not prove accurate. These factors include TGS' reliance on a
cyclical industry and principal customers, TGS' ability to continue
to expand markets for licensing of data, and TGS' ability to acquire
and process data products at costs commensurate with profitability.
Actual results may differ materially from those expected or projected
in the forward-looking statements. TGS undertakes no responsibility
or obligation to update or alter forward-looking statements for any
reason.

TGS-NOPEC Geophysical Company ASA is listed on the Oslo Stock
Exchange (OSLO:TGS).

For additional information about this news release please contact:

Karen El-Tawil
VP, Business Development
Tel: +1 713 860 2100
Email: karen.el-tawil@tgsnopec.com

Arne Helland
Chief Financi
blink
09.02.2009 07:56
#14998

CA anbefaler kjøp av TGS før resultatframleggelse.

( men samtidig viser megleroversikt at CA lempet ut TGS-aksjer på fredag. De står som suveret største selger med 197 000 aksjer.( det var totalt omsatt 574000 aksjer på fredag) Hva er det surrehodene holder på med )

Endret 09.02.2009 07:57 av blink
Beins
09.02.2009 10:50
#1157

Meget sterke takter hos TGS. Blir spennende å se kvartalstallene.
StLink
10.02.2009 15:08
#511

ORS:

Conclusion
We expect TGS to deliver Q4 sales at the low end of its guidance. Even though we see a short-term risk related to the company's guidance for this year, TGS's resilience in the current market downturn, appealing share valuation and our positive view towards the oil price in the medium run, makes us reiterate our Buy recommendation with an unchanged NOK 60 target price.
blink
11.02.2009 18:24
#15024

Jeg tror en bør ha større fokus på Guiding og hvordan TGS vurderer framtida, enn hvilke tall som leveres i morgen.
Aksjen er uansett priset alt for lavt, når en måler mot faktisk inntjening.

Hele verden satt paralysert av finanskrisa og børskrakkene i 4.kv.
Oljeselskapene satt i tillegg med panikk i blikket og stirret på oljeprisfallet.
Det er sannsynlig at multiklientsalget ble hemmet av slikt.
blink
12.02.2009 08:14
#15030

TGS-Nopec slår til
TGS-Nopec Geophysical Company leverer litt bedre tall enn ventet.

Artikkel av: Øystein Byberg (HegnarOnline - 12.2.09 08:08)
Tips en venn Skriv ut
Se aksjeticker
TGS


TGS-Nopec Geophysical Company melder om et nettoresultat på 59 millioner dollar i fjerde kvartal 2008, mot 49 millioner dollar i samme periode i fjor. Ifølge TDN Finans var det ventet et nettoresultat på 49 millioner dollar.

Seismikkselskapet fikk et driftsresultat på 80 millioner dollar, sammenlignet med 88 millioner dollar i samme periode året før. Forventningen lød på 79 millioner dollar.

Netto driftsinntekter endte på 172 millioner dollar, opp fra 168 millioner dollar i fjerde kvartal 2007.
Krafer
12.02.2009 09:13
#5325

4th QUARTER HIGHLIGHTS

* Gross revenues were 13% higher than in Q4 2007.
* Consolidated net revenues were USD 172.4 million, up 2%
from the USD 168.3 million in Q4 2007. This figure includes USD
16.6 million recognized from the settlement with Wavefield-Inseis.
* Gross late sales from the multi-client library totaled
USD 133.9 million, down 10% from USD 148.7 million in Q4 2007. Net
late sales of USD 104.1 million were 21% down from Q4 2007 due to
higher revenue sharing.
* Net pre-funding revenues of USD 37.5 million increased
120% compared to Q4 2007 and funded 67% of the Company's
operational investments into new multi-client products (USD 56.1
million).
* Operating profit (EBIT), after expensed merger costs of
USD 4.4 million and a provision for bad debt of USD 4.0 million,
was USD 80.0 million (46% of Net Revenues), down 9% from the record
high USD 88.0 million in Q4 2007.
* Cash flow from operations after taxes but before
investments was USD 110.3 million, versus USD 54.6 million in Q4
2007.
* The unrealized non-tax deductible loss on shares held in
Wavefield-Inseis amounted to USD 9.3 million in Q4 2008.
* Earnings per share (fully diluted) were USD 0.56 versus
USD 0.46 in Q4 2007.

blink
12.02.2009 18:32
#15034

Presentasjon 4.kv
Varsling på tema     Varsling på stikkord




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