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TGS expects Q4 revenues at about $189 million, while PGS forecasts revenues and other income in the quarter of about $216.7 million
"Late sales was surprisingly weak in Q4 for TGS," says Carnegie analyst Erik Aspen Fossa in a note, adding it stands in contrast with PGS, which beat expectations
Fossa says increased uncertainty of future sales and value of its multi-client library hit TGS shares, while PGS falls on read-across from the other company
However, Fossa says PGS revenue was still on the soft side when adjusting for transfer fees
The disappointing late sales for TGS could be due to postponed key licensing rounds, inflation eating up exploration budgets or key clients being busy with M&A activity, the analyst says
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