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RDS B Share Chat - RDSB

Share Name Share Symbol Market Type Share ISIN Share Description
Royal Dutch Shell B LSE:RDSB London Ordinary Share GB00B03MM408 'B' ORD EUR0.07
  Price Change Price Change % Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -11.00 -0.59% 1,849.50 1,848.50 1,849.50 1,866.00 1,838.50 1,853.50 4,189,604 16:35:09
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Oil & Gas Producers 270,323.8 18,355.6 152.8 12.1 45,135.39

Shell B Share Discussion Threads

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Who cares what the share price does in the next few minutes / hours / days / weeks? That's concern for the spiv speculators, whether long or short. For real investors, the combined Shell / BG group is going to be massively powerful. For 20 to 40 years to come. View the Q2 Results video presentation|: http://www.shell.com/global/aboutshell/investor/news-and-library/presentations-2015/royal-dutch-shell-plc-second-quarter-2015-results.html There's a very strong guarantee of the dividend being maintained at current levels or greater until 2017. And preserving its unique record of always maintaining or increasing its dividend in every single year and every single crisis since the end of World War Two. What a record. From 2017 onwards there's a share buyback program pencilled in of 25 Billion. Note carefully the comments about how there isn't really a market - future let alone spot - on LNG prices. More than 80% of these contracts are multi-year, bespoke and market agnostic. That makes the BG acquisition even more strategically sound in the near term. A rapid positive contribution to cashflow straight from the off, if you like. That said, on the oil side, $50 Brent will of course continue to weigh on results if maintained for several quarters, rather than a couple of months. But medium term even that may be good for the strongest operators such as Shell in seeing the retirement of weaker competitors. The recovery, when it comes, will be even more generous in its rewards. I retain a healthy holding for 6.5% plus dividends and a capital gain of >50% when Barclays latest, reiterated target for Shell is reached. Whether that be one year or five years hence really doesn't matter. That's the beauty of holding a financial giant paying reliable and strong dividends.fjgooner
Imperial - you can always pump twice the oil at half the price. And also margins on refining increase as oil drops.moneysage
How can these go up,when the price of oil keeps on going down? I think we have a long wait before the worm turns.imperial3
Take a look at Chevron! Traded BP this afternoon, at least the % moves present opportunities, but it can be dangerous.essentialinvestor
Heads up: Ensure you have stops in place. I don't like the price action of brent here. DYOR Shaggyshaggies_view
As long as it does not affect safety,bear in mind bp.2hoggy
Funny how people perceive things. Eisler regards the industry as beset with inefficiency and archaic processs. Very fair point. Some of us regard this as lots of waste and can be remedied resulting in profit. The reality is probably a bit of both :)hiriam007
Afren in administrationmuffinhead
Why is BG. up 1.2% when RDSB is flat?cc2014
imperial3, Shell went for BG before it was taken out by others.irnbru2
EssenialInvestor, Good call.irnbru2
Essential Investor.The job of the Shell directors is to read the oil market,that is what they are paid for.Timing is everything,yes there are synergies between BG and Shell,and the former is able to plug holes in Shell's asset base.Do you not think that they have overpaid for BG,as oil as you can see, has been in a relentless decline, since the acquisition news was announced.Surely they could have waited,and picked up BG far cheaper.imperial3
imperial, you can't have it both ways, earlier this week you appeared to blame Shell directors for the current SP, unrelated to the wider industry. It's sector wide, not company specific. The BG acquisition had taken another 7-8% off the Shell share price approx (pre results) now some are beginning to see the long term logic of the proposed deal. Anyway it's been a great week for anyone who bought in the pervasive gloom pre results, a steal at sub 1750.essentialinvestor
What do you expect?imperial3
The industry's inefficiency and archaic processes are well documented - I don't need to elaborate. Yes, significant scope for cost cutting and improved supply chains.eisler
Eisler, you beat me to it, thanks, that makes more sense in terms of context, appreciate the reply.essentialinvestor
jon, the comment was not based on that post. Having worked in the general industry just wondered if Eisler can give some more detail on his views.essentialinvestor
I base my bearish position on exactly that - the oil price. I take my info not just from brokers or other media sources, but personal contacts within the industry. Top line is that sentiment is $50 is here to stay and $30 is a distinct possibility. Both scenarios will weigh on earnings/divi and share price I have lots of other reasons but none I would choose top share here.eisler
Interestingly, I didn't read Eisler's comment as "too cautious". The inspection area is one which is surely a target for severe cost-cutting: if Eisler knows this, others across the industry do too. That ties up with the synergies RDS are promising will be greater than the market assumes. I actually think it's sentiment in that the spot oil price isn't so important to an integrated major as to - say - an explorer or support company. "This was a gift pre results." I wish you'd told us this on Wednesday evening!jonwig
Eisler, why are you so cautious here?, you can't just say sentiment as sentiment is largely based on the oil price surely. This was a gift pre results.essentialinvestor
Having worked in the supply chain for energy, I have seen what premiums the majors pay for 3rd party inspections, extra documentation, non-standard products etc etc. I have seen inspectors standing around for hours on end waiting to inspect products (all chargeable) and their accommodation costs. The mountains of paperwork for even a small value order. They're not perfect, but the energy sector could learn a lot (and save a lot of margin) by looking at the automotive and aerospace sectors for more efficiency in supply chains. Whilst safety/fitness for purpose is paramount, there are better/more efficient ways that the oil & gas sector could do things - to make US more money!eisler
Oil falling and RDSB going up - can't complain at that. Hoping this weeks rig count numbers are more appropriate than last weekcc2014
Lovely little rebound going onsupermarky
Chat Pages: 194  193  192  191  190  189  188  187  186  185  184  183  >>

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