BP p.l.c. (ADR) (NYSE:BP)

CAPS Rating: 4 out of 5

BP is all things oil and gas. From exploration to refining and selling, it’s among the world’s largest integrated oil companies.

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Member Avatar joienpaix (77.95) Submitted: 3/18/2015 3:59:10 PM : Outperform Start Price: $39.35 BP Score: +10.19

TP 41

doc47 comment in: http://seekingalpha.com/article/3011266-bp-buying-this-6-percent-yielder-is-really-a-no-brainer

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Member Avatar nino (< 20) Submitted: 3/17/2015 9:59:30 AM : Outperform Start Price: $37.67 BP Score: +13.69

bp

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Member Avatar MaxTheTerrible (86.80) Submitted: 3/10/2015 10:41:19 AM : Outperform Start Price: $41.49 BP Score: +4.55

I'd be hard pressed to name another company with a worse PR problem, but underneath I see a profitable business with plenty of cash on hand to handle even the worst-case-scenario legal settlement. Barring another oil spill disaster, I think most investors who buy shares at today prices (and hold, reinvesting dividends) will find themselves with a fat-yield income-generating investment few years out.

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Member Avatar shirtface (< 20) Submitted: 2/15/2015 10:06:10 AM : Outperform Start Price: $41.44 BP Score: +4.23

Oil use continues to show growth world wide.

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Member Avatar moneyman999 (46.94) Submitted: 2/12/2015 2:15:12 PM : Outperform Start Price: $41.13 BP Score: +4.57

Economies around the world will pick up in late 2015 with oil bouncing back to $60-$65 by November.

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Member Avatar lkwyatt (50.95) Submitted: 2/10/2015 2:06:21 PM : Outperform Start Price: $40.46 BP Score: +5.09

The low price of oil is a transient perturbation that does not change the underlying value of an integrated petroleum company like BP. The company will shift assets to maintain profitability under current oil prices and reap the benefits when oil rebounds.

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Member Avatar dlm123 (< 20) Submitted: 1/27/2015 7:08:00 PM : Outperform Start Price: $38.95 BP Score: +8.15

Bp has dropped far below its actual value. Since it is an integrated oil company, it will enjoy the benefits of diversification. It will get the legal issues out of its way in the next year or so and it continues to pay a great dividend.

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Member Avatar SomesSound (< 20) Submitted: 1/19/2015 11:53:27 AM : Outperform Start Price: $37.38 BP Score: +12.11

Oil will not stay this cheap. BP liability for deepwater will be resolved. Russia will resolve OK (i hope :)

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Member Avatar juanpe20031 (< 20) Submitted: 1/16/2015 6:40:11 PM : Outperform Start Price: $37.45 BP Score: +11.78

A company that can afford for USD 43B or more from de oil spill, without go to banckrupcy, sure is a very good one and will make a lot of money in a word with apettite for oil.

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Member Avatar judasmaude (< 20) Submitted: 1/7/2015 8:58:24 PM : Outperform Start Price: $35.89 BP Score: +17.56

Strong company, world appetite for oil hasn't changed, oil players are rearranging deck chairs, but the players will remain the same. BP is a solid player.

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Member Avatar 1988Avanti (< 20) Submitted: 1/6/2015 9:20:25 AM : Outperform Start Price: $35.48 BP Score: +17.99

So Loow

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Member Avatar SIDRWC (70.12) Submitted: 12/26/2014 3:56:51 PM : Outperform Start Price: $38.41 BP Score: +11.91

price volatility good for BP long-term price. High dividend and oversold with bad press for years. I expect BP to rise quite a bit

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Member Avatar mrgekko (49.13) Submitted: 12/22/2014 10:54:56 AM : Underperform Start Price: $38.40 BP Score: -11.08

Don’t let the slight bounce in Oil fool us into thinking everything is hunky dory at BP. Some banks are starting to like BP again, id question how a potential huge write down and a black hole of a fine could lead anyone to recommend BP with any degree of confidence. It may end up being a great investment but the visibility in the stock with Russian and legal exposure is poor.

Some analysts think BP could have to reduce the value of its stake in Rosneft from the $13.65bn it attributed to it last year (Rosneft’s share price has almost halved since then)
http://www.telegraph.co.uk/finance/newsbysector/energy/oilandgas/11306598/Rosneft-loan-repayment-triggers-concerns-about-BPs-stake-in-Russian-oil-group.html

This is not even the most worrying aspect.

The federal government In the US are reiterating that they wish for BP to be fined the full amount $16 billion to $18 billion in water-pollution fines, As of Oct. 28, the company had set aside $3.51 billion for the penalties (so even if the federal gov were to come down from their top level it looks like BP haven’t set nearly enough aside). Selling assets in this market will be tough or at last getting a fair value would be, and this is only one of the fines relating to the GoM spill to be paid.

http://www.bloomberg.com/news/2014-12-20/bp-gulf-spill-pollution-fine-up-to-18-billion-sought-by-u-s-.html

BP boosting its dividend this year (pre the rout in oil) was bravado at best but more likely stupidity in an attempt to try and distract/reassure investors.

If we accept that this fall in oil price leads to the more expensive types of oil extraction being non economical (oil sands, deep offshore drilling etc) then BPs profitability again starts to be tested maybe to the level that a dividend cut is required (remember it has a dividend pay-out ratio of 91% much higher than peers so has little wiggle room), the below shows BP has a large exposure to deep offshore production (Angola, GoM etc) (4th Qtr earning on the 3 of Feb will give us a glimpse as to how they hold up in a lower oil price environment and we should keep an watchful eye on these results)

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Member Avatar venterprises (< 20) Submitted: 12/11/2014 11:04:02 PM : Outperform Start Price: $36.43 BP Score: +15.13

NIce dividend of 6% and great appreciation potential over a 5 year period. Oil will rebound and so will this stock.

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Member Avatar binny66 (< 20) Submitted: 12/10/2014 10:19:45 AM : Outperform Start Price: $37.14 BP Score: +13.50

Oil prices cannot stay this long forever, good rebound play

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Member Avatar TheAbbevilleKid (< 20) Submitted: 12/10/2014 12:27:39 AM : Outperform Start Price: $37.67 BP Score: +12.87

With the false oil glut created by OPEC to both drive its competitors to their knees, as well as help teach Putins Russia a lesson in the power of the global economy, I believe all big oil companies will feel the pinch and watch their valuations as well as pps drop to new lows. I believe this to be temporary, and anyone smart enough to capitalize on this, will come away with a nice sum for their faith.

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Member Avatar WildTing (80.97) Submitted: 12/2/2014 9:52:07 PM : Outperform Start Price: $40.34 BP Score: +6.01

Buying low on oil

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Member Avatar nicmarc79 (< 20) Submitted: 11/16/2014 5:22:27 PM : Outperform Start Price: $40.10 BP Score: +4.94

Beaten down turn around stock

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Member Avatar Kimer62 (46.98) Submitted: 11/1/2014 12:05:06 PM : Outperform Start Price: $41.78 BP Score: -0.33

value play

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Member Avatar Staka (96.60) Submitted: 9/8/2014 9:45:04 AM : Outperform Start Price: $43.94 BP Score: -5.80

Positive:
- Cheap compared to peers
- Recent pullback a good entry point
- Cash on hand will allow them to pay the requested fines which might even be moved into a far future many years ahead

Negative:
- Bad management on all levels top to down
- Bad company culture with respect to environment which could hit again

Category: ICIn

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