Shell Share Discussion Threads

[ny boy] 07/1/2016 14:15

I bought some too, only the biggest multi nationals will survive and they will cherry pick assets from the receivers if the ones gone bust during the next year or two.

[fangorn2] 07/1/2016 14:10

Shell's gearing is pretty low so borrowing for 18-24 mths not an issue to finance the dividend. BP I'd say is more stretched -

[ariane] 07/1/2016 14:05

so reckon divi not at risk for 2 years imo

[ariane] 07/1/2016 14:04

reckon they would borrow at these low rates to shore up the divi

[supermarky] 07/1/2016 13:05

Bought a few more shell for my back pocketLong ukx 5890

[imperial3] 07/1/2016 12:58

Defending the dividend will cost them very dear.Can they afford to carry on this way up to 2017?

[montyhedge] 07/1/2016 12:52

All I know Shell has never cut its dividend in its history. Through every crisis even at $10 a barrel.8.4% yield paid quarterly. I have bought.

[imperial3] 07/1/2016 12:44

Could be cut if oil keeps on sliding.

[atlantic57] 07/1/2016 12:44

Montyhedge what would 20 dollar a barrel oil do for shell share price.
i reckon £15 on a three year view is good value !

[gymratt] 07/1/2016 12:38

Bought a chunk for the meaty yield and a 50% gain (3yr view) :)

[4spiel] 07/1/2016 12:12

8.4 yield is crazy nothing ever guaranteed in this world with equities above all. Do not buy for the current yield . Think if and when you buy about half and how that compares with what you pay. They are paying a lot for extra revenue and it cannot all be used to pay dividend or they will end up like Kindermorgan. Kindermorgan about 14.50 dollars and not suggesting you buy it even so far down - but you could.

[montyhedge] 07/1/2016 09:19

8.4% yield, wow

[montyhedge] 07/1/2016 09:11

Time to fill yer boots.

[nigthepig] 07/1/2016 09:03

I would definitely vote for BG deal. Perfect time.

[wllmherk] 07/1/2016 08:09

I would vote against BG deal. The backdrop of collapsing oil price suggests now is not the right time unless they were buying BG on the cheap which they are not.


wllm

[the_man_with_the_pink_gun] 06/1/2016 20:20

STRONG SELL

TARGET £12.48P

[treeshake] 06/1/2016 20:15

Any idea when the deal may go through ?

[montyhedge] 06/1/2016 19:19

Deal will add £10 billion to profits coming years.Cost savings £3.2 billion.Deal will make dividend safe for future.Although Shell in its history have never missed a dividend payment, even when oil was $10 a barrel.P.e 8 yield 8% Finals 4th Feb, dividend 31p - 32pWeak £ v $ makes dividend even higher.The bid will go through no problem. Best for Shell.

[dluk] 06/1/2016 19:11

I'm in. Plan to scale exactly as suggested.

[treeshake] 06/1/2016 19:10

That's my thoughts exactly - may have to follow it down a bit - some reckon $20 though which if it did happen would see some interesting things happening around the globe

[essentialinvestor] 06/1/2016 19:08

Tree, I really could not answer that tbh.

The only strategy I could offer is if you want to add some RDSB,
perhaps gradually scale in rather than an all or nothing buy.

[treeshake] 06/1/2016 19:00

Essentialinvestor - where do you see the POO bottoming out ? Started to get interested myself

[w1ndjammer] 06/1/2016 18:55

imperial

you need to look further ahead than the end of your nose, the Shell bod are looking 6 years ahead. listen to all the presentations and interviews.

the institutions will have all given the heads up when the deal was put together. if their was going to be a revolt, the whole world would know about it by now.

divi safe has been since 1945. will be big cost savings cut out all the BG dead wood.

WJ.

[essentialinvestor] 06/1/2016 18:36

Goodness imperial you are a little ray of sunshine amid the gloom )

Getting tempted by the sector again.

[scobak] 06/1/2016 18:29

IMP3 - Your post no.4989.
That is exactly what I am waiting for. A once in a life time opportunity to fill my boots with bargain value shares.
It happened with vod after verizon. It will happen again.
Rubbing my hands in anticipation.