Shell Share Discussion Threads

[wipo1] 29/7/2015 12:46

Yes Total results very good. It is a good quality company. I went for Statoil yesterday very cheap oil major.

[essentialinvestor] 29/7/2015 11:58

imperial, surely the deal(if it completes)can only be judged over the long
term.

I agree that short term it's taken about 7-8% off the share price,
the rest of the declines being oil price lead.


The Total results looked exceptional.

[waldron] 29/7/2015 11:16

TICKER REPORT

Royal Dutch Shell Plc (LON:RDSB)‘s stock had its “hold” rating reaffirmed by research analysts at ABN Amro in a report released on Wednesday, Market Beat reports. They currently have a GBX 1,911.38 ($29.67) target price on the stock. ABN Amro’s target price indicates a potential upside of 9.07% from the stock’s previous close.

Shares of Royal Dutch Shell Plc (LON:RDSB) opened at 1762.500 on Wednesday. The firm’s market cap is £111.08 billion. Royal Dutch Shell Plc has a 1-year low of £1,746.00 and a 1-year high of £2,599.00. The company has a 50-day moving average of £1,848.36 and a 200-day moving average of £2,051.72.

[fangorn2] 29/7/2015 11:15

@Imperial,

Last time I looked Shell was a major Oil producer and had a significant refinery business(Which is where they made alot of their money at last quarter results I recall)

Exactly the same as BP,so the comparison is valid. They'll both be affected by the same factors(as well as Shell being impacted by BH takeover and NG prices)

[stevenrevell] 29/7/2015 08:24

How long can it take for the BG deal to go through ta

[fangorn2] 29/7/2015 08:19

Total smashes Q2 expectations on 12% higher production and refining...

What hope Shell follows suit after BP disappointment?

[svenice7] 29/7/2015 08:16

Oil prices down again , and more are buying....

[shaggies_view] 28/7/2015 19:50

EI - Just look at the Brent Daily, a nice long legged Doji. I expect RDSB results to be positive in the current light. There might even be a nice cash return (I hope).

I have been targetting this area 1750-1770p for so long and it fits my technical charts and forecasts well. If the dbl bottom scenario works, we should get a bounce to 1950pish region.

Shaggy

[wipo1] 28/7/2015 16:47

I think the weakness here is a lot to do with the BG takeover the Lng market very weak.Statoil results were very good. Pity about currency political risk

[essentialinvestor] 28/7/2015 15:48

Shaggie, It's a long time since I can remember sentiment this poor on the
sector, so we may be near a trough here - famous last words )

My view based on a 3/4 years hold on RDSB.

[shaggies_view] 28/7/2015 13:45

RDSB may have just put in a lovely dbl bottom.
Love the bearishness here just now.
Good indicator as to how the short-mid term looks.

Shaggy

[essentialinvestor] 28/7/2015 11:05

When sector sentiment is this dire news flow has to continue to
worsen for continued declines.

You now have the US being slowly drawn in to an all out war on IS,
lot's of complacency on geopolitical outlook for the Middle East imv.

[fangorn2] 28/7/2015 08:37

Massive miss by BP I see in Q2.Worse than expected. Libya writeoffs and the GoM settlement to the fore.Refinery profits c $1.9bn which is where they should be making out hand over fist.

Might be worth a BP nibble

[essentialinvestor] 28/7/2015 08:26

Eisler, if you are that sure you will be short and making money,
otherwise it's just words imv.

[eisler] 28/7/2015 08:15

Divi does very little to counteract far more powerful external factors and the slide in share price will continue for the next year or so, unfortunately. As I predicted, 1500-1600 likely within the short-term and I expect 1400 by year-end.

[moneysage] 28/7/2015 07:42

BP divi is safe as announced today.Shell divi will also be safe if not safer!

[irnbru2] 27/7/2015 20:09

Essential,

Agree, divi is safe of 2015.

[essentialinvestor] 27/7/2015 18:55

70 years since they cut the divi, 2015 should be fine IMV.

The more interesting area is BG., will they decide to walk away.

I would think this is unlikely and see the deal completing
with China regulatory approval as the main uncertainty.

[irnbru2] 27/7/2015 18:43

FT has an article on oil cos.

It is centred around research done by Wood Mockenzie.

The facts are the majors ( inc Shell) have cancelled $200 billion of new projects.

They think, among other things, that the saving will go towards paying dividends.

[moneysage] 27/7/2015 18:33

Irnbru: thanks for your input.Bought a few at 1753Oil price may continue downwards but any reduction in revenues due to this is compensated by increased margins on refining side of shells business.However to what extent I don't know.The juicy divi is assuring though, even if it's cut its still better than the 0.1% return with cash in the bank!

[essentialinvestor] 27/7/2015 15:56

hiriam, agree on timeframe.

[hiriam007] 27/7/2015 15:50

It's a whole lot easier to take a long term view.

[shaggies_view] 27/7/2015 15:34

Buying on this dip. Bought a few at 1770p a few weeks back.
Great value at 1750p plus dividend.


Shaggy