Shell Share Discussion Threads

[essentialinvestor] 30/7/2015 11:06

I mentioned Woodford here previously on Shell dividend sustainability.

To my knowledge he first made that call in Autumn 2009, so he has been
incorrect(so far) as here we are 6 years later.

In fairness he may point to the rate of % dividend increases, it's an
area he appears to focus on.

However, anyone buying RDSB around these levels gets 6.5% plus yield
with Shell having just reiterated their 2015 and 2016 dividend guidance.

RR. is also a holding of his from memory.

[redips2] 30/7/2015 11:01

free stock charts from uk.advfn.com


Just mind the gaplett......may well fill in due course .

[nicksig] 30/7/2015 10:52

Thanks Shaggy. Some time to go then...

[shaggies_view] 30/7/2015 10:35

Nicksg - All the regulatory and stakeholder stuff will be complete in early 2016.

[nicksig] 30/7/2015 10:28

Good to see the statement about the divi but will feel a bit more relaxed when the share price moves back above 1900p. Anyone any thoughts on the timeline for the BG deal? When is it likely to be completed?

[supermarky] 30/7/2015 10:25

I'm a happy bunny this morning. Shaggy I am in full agreement with you.

[my retirement fund] 30/7/2015 10:24

Market warming to this. Breaking above around 1920p will be an important milestone imo

[shaggies_view] 30/7/2015 10:22

Once the analysts and media get a hold of the good news from RDSB today, this could climb quickly. Divi maintained and you could have bought at 1750p yesterday.

Shaggy

[shaggies_view] 30/7/2015 10:07

RDSB - short to medium term 1950p target with an upside to 2000p.
Stoploss at 1750p.


EI - I have GSK on a BUY with a stop at 1300p.
Daily BUY signal triggered this week.

All IMHO and DYOR etcetc

Shaggy

[essentialinvestor] 30/7/2015 09:46

mark, any view on GSK? - apologies off topic.

[supermarky] 30/7/2015 09:44

Hopefully the 1747 area was double bottom. Sp still hasn't broken out of the top line of the down channel yet.

[irnbru2] 30/7/2015 08:02

Yesssss......up 3%

[essentialinvestor] 30/7/2015 07:21

steven, one of the TA guys like Shaggie would have a far better idea short term, I bought on a 3/4 year view as mentioned.

[stevenrevell] 30/7/2015 07:13

Where will this go this morning essential investor any calls on it ta

[shaggies_view] 30/7/2015 07:13

Results are better than I expected. Divi maintained, cutting costs, simplifying organisation, BG merger according to plan and even highlighting oil price target in medium term of $70-90/bbl.

You could have bought for 1750-1770p yesterday.....

Shaggy

[essentialinvestor] 30/7/2015 07:09

Talk about taking an axe to the cost base, 6,500 jobs gone.

[skinny] 30/7/2015 07:03

* Royal Dutch Shell's second quarter 2015 earnings, on a current cost of
supplies (CCS) basis (see Note 2), were $3.4 billion compared with $5.1
billion for the same quarter a year ago.

* Second quarter 2015 CCS earnings excluding identified items (see page 4)
were $3.8 billion compared with $6.1 billion for the second quarter 2014, a
decrease of 37%.

* Compared with the second quarter 2014, CCS earnings excluding identified
items benefited from strong Downstream results reflecting steps taken by
the company to improve financial performance and higher realised refining
margins. In Upstream, earnings were impacted by the significant decline in
oil and gas prices and decreased production volumes, partly offset by lower
costs and depreciation.

* Basic CCS earnings per share excluding identified items decreased by 37%
versus the same quarter last year.

* Cash flow from operating activities for the second quarter 2015 was $6.1
billion, compared with $8.6 billion for the same quarter last year.
Excluding working capital movements, cash flow from operating activities
for the second quarter 2015 was $7.6 billion, compared with $11.0 billion
for the second quarter 2014.

* Total dividends distributed to Royal Dutch Shell plc shareholders in the
quarter were $3.0 billion, of which $0.7 billion were settled under the
Scrip Dividend Programme. No shares were bought back during the second
quarter.

* Gearing at the end of the second quarter 2015 was 12.7%.

* A second quarter 2015 dividend has been announced of $0.47 per ordinary
share and $0.94 per American Depositary Share ("ADS").


more....

[essentialinvestor] 29/7/2015 17:01

We are all just guessing/estimating.

Plenty of calls around atm for near $30 oil,
12 months ago there were several $150 forecasts.

I can't remember anyone forecasting crude at this level last summer.

[eisler] 29/7/2015 16:49

Unlike others on here, whilst I am firmly bearish, I do try to see both sides of the coin and take as balanced a view as possible, respectful of others positions and opinions.

[essentialinvestor] 29/7/2015 16:39

imperial, XOM has the best metrics in the industry and is - 20%
over the last 12 months approx.

So RDSB has underperformed, without the BG deal the share price would be down a similar amount to XOM IMV.

BP also off 20%.


Eisler, I hope you made him aware of his error being bullish )

[diku] 29/7/2015 16:35

They are the exclusive PLC casino club!...

[imperial3] 29/7/2015 16:30

From £24+ late last year to where it is now,is little short of abysmal in share price performance.Shareholders deserve so much better.Frankly the CEO and the BOD have let us down.It is no good blaming the usual excuses weak oil & gas prices etc.This is a huge company,and the directors are paid handsomely.Let them prove they are worth their salt!

[eisler] 29/7/2015 16:12

For those of that persuasion, Colin Moore of Columbia Threadneedle Investments has just tipped Shell on Bloomberg TV...