$BP. (+1,59 %)

In the period from April to June, BP achieved an adjusted net result of 2.35 billion US dollars - well above the figure forecast by LSEG forecast of 1.81 billion US dollars. By comparison, the result in the previous quarter was USD 1.38 billion and USD 2.76 billion in the same period last year.

The operating cash flow amounted to USD 6.27 billion, which represents a significant increase compared to the first quarter. Reported net profit amounted to USD 1.63 billion, a sharp increase on the USD 0.7 billion reported in the first quarter.

The British group announced that it would increase its dividend for the second quarter to 8.32 US cents per ordinary share - an increase of 4 percent compared to the previous quarter. BP is also launching a new share buyback program worth 750 million US dollars, which should be completed before the Q3 results are announced.

BP also reiterated its long-term strategy of distributing 30-40 percent of operating cash flow to shareholders through a combination of dividends and buybacks.

The AEX index starts the day with an indication of +0.3%, while international markets also turn green. Wall Street largely managed to recover from Friday's sell-off, and Asian stock markets follow with Korea and Taiwan as outliers. U.S. 10-year interest rates rise slightly to 4.21%, while German rates fall to 2.62%. The euro/dollar exchange rate is quoted at 1.1550. The Damrak is relatively quiet, with only B&S presenting figures. Internationally, however, there is plenty of activity: Palantir surprises with strong quarterly results, while Hims & Hers falls sharply. Figma debuts with a 27.4% drop. The US puts pressure on India and China because of Russian oil imports, further raising trade tensions. Investors look forward to figures from AMD, Snap, Rivian and Super Micro Computer. Also on the agenda are the purchasing managers' indices of the service sectors in Germany and the US. In short: plenty of excitement and thrills on the trading floor.

$PLTR (-0,21 %)
$HIMS (+1,94 %)
$SHEL (+1,27 %)
$BP. (+1,59 %)
$AMD (-2,11 %)
$SNAP (-3,55 %)
$RIVN (-3,21 %)
$SMCI (-4,5 %)

🔗 Source reference:

This summary is based on the article "AEX indicatie is +0,3%, volop spanning en nog meer sensatie" by Arend Jan Kamp, published on StockWatch on Aug. 5, 2025.

$BP. (+1,59 %)
Discovers largest oil and gas field in 25 years

The British company BP announces a huge oil and gas discovery off Brazil. The deposit lies deep in the sea. Initial analyses show a high CO2 content. Further investigations are underway.

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$SHEL (+1,27 %) is currently considering $BP. (+1,59 %) to take over the company. The potential transaction volume would amount to 80 billion US dollars, making it one of the largest M&A transactions in the history of Oil & Gas. BP is currently reviewing the offer, but negotiations have been slow so far. Shell & BP have not yet made any concrete statements. Shell officially described the reports as "further market speculation" and said it was focusing on its own performance and the interests of its shareholders.

𝖭𝖾𝗍 𝖣𝖾𝖻𝗍 𝗍𝗈 𝖤𝗊𝗎𝗂𝗍𝗒 𝖽𝖾𝗋 Ö𝗅𝗄𝗈𝗇𝗓𝖾𝗋𝗇𝖾 𝖡𝖯, 𝖲𝗁𝖾𝗅𝗅, 𝖳𝗈𝗍𝖺𝗅𝖤𝗇𝖾𝗋𝗀𝗂𝖾𝗌, 𝖤𝗑𝗑𝗈𝗇 𝗎𝗇𝖽 𝖢𝗁𝖾𝗏𝗋𝗈𝗇. 𝖡𝖯 𝗐𝗂𝖾𝗌 𝖤𝗇𝖽𝖾 2024 𝗆𝗂𝗍 𝖠𝖻𝗌𝗍𝖺𝗇𝖽 𝖽𝖾𝗇 𝗁ö𝖼𝗁𝗌𝗍𝖾𝗇 𝖶𝖾𝗋𝗍 𝖺𝗎𝖿, 𝖿𝖺𝗌𝗍 𝖽𝗈𝗉𝗉𝖾𝗅𝗍 𝗌𝗈 𝗁𝗈𝖼𝗁 𝗐𝗂𝖾 𝖲𝗁𝖾𝗅𝗅.

A takeover would create a European oil giant that could compete with $XOM (+0,38 %) and $CVX (+0,43 %) could take on. BP in particular has been under pressure from activist investors for some time, as its attempted foray into renewable energies has been less successful. A stronger focus on oil & gas is therefore strategically desirable.