Shell Share Discussion Threads

[w1ndjammer] 11/1/2016 10:35

just wait for the next round of results from the oil companies, you will see 80% will have BOPD declines as its not worth spending what little revenues they
are getting on well work overs to maintain production. won`t take much to see 1.5 mill disappear.

WJ.

[essentialinvestor] 11/1/2016 10:30

Good chance real time prices will revisit the overnight futures lows imv,
interesting day in prospect.

[rcturner2] 11/1/2016 10:28

Not particularly, prices will strengthen within the next 6-18 months

Low oil prices are a massive economic booster.

[imperial3] 11/1/2016 10:27

You must have a very long time scale.

[rcturner2] 11/1/2016 10:22

low prices are not here to stay, that is a fallacy

it's amazing how many pis went from "low prices are a blip we will be back to $100 in a week" to "it will be low for evermore"

demand is only increasing and supply will soon tighten because of natural decline and lack of investment

[imperial3] 11/1/2016 10:19

The market fundamentals are,that low prices are here to stay for both gas and oil.The increase in demand simply is not there,when there is so much over supply.

[ianood] 11/1/2016 10:08

That's the time to move in! You don't value an oil/gas company on the spot price.

[imperial3] 11/1/2016 10:06

Another predator coming now when oil and gas prices are testing record lows,no way.

[ianood] 11/1/2016 10:02

Like it or not the future is LNG. To back out now and risk another predator stepping in would be stupid.

[daveofdevon] 11/1/2016 09:59

Changing your mind at short notice is normally a woman's habit. My first wife spent an election day working for the Tories then went and voted Liberal. She was sacked !

[imperial3] 11/1/2016 09:57

The oil price will stay low, because of disarray among producers, as they pump to maximise the dollar flow,as they are so dependent on this one commodity for their economies.You cannot achieve unity when there are so many self interests in this environment.

The deal does not stack up in this scenario,so please VOTE NO.

[rcturner2] 11/1/2016 09:53

You can find respected experts and investors on both sides of the argument, so that means nothing. I probably tend towards the no vote as I think so much has changed since they launched the bid.

[montyhedge] 11/1/2016 09:34

They know more than me.

[ianood] 11/1/2016 09:22

Monty - You insist upon following the advice of an investor as opposed to an/the industry expert?

[montyhedge] 11/1/2016 09:19

If Standard Life changed back so will I.Will others follow Standard Life, if they did arbitrage hedgies lose millions.

[84stewart] 11/1/2016 08:38

Waldron
Good story ,but not really relevant, management see what WE investors don't ,if shell thought this was a bad deal they could have pulled out say August-December paid £700mln and walk away without losing face but they have not, WHY, because someone else will step in.


Monty
You change your mind as many times as I change my pants that's everyday if STANDARD LIFE change back WILL you .tell us when we get to £10 for buyout then I MAY take an interest in your amusing posts.

[montyhedge] 11/1/2016 08:22

If deal off Shell rises 35% and BG falls 35%. They can come back in 12 months time offer a lower price.Arbitrage hedgies lose a fortune, they been buying BG and shorting Shell.

[gymratt] 11/1/2016 08:18

Kept some 'dry powder' for 1250p....

Are you there, Eddie Max? Could be an opportunity to dump all those millions of Ultrasis shares and fill your boots! Good call. ;)

[montyhedge] 11/1/2016 08:02

Shell say NO should come back in 12 months time.

[montyhedge] 11/1/2016 07:59

Standard Life voting NO, changed their mind, will others follow?

[shaggies_view] 11/1/2016 06:48

It doesn't boil down to expertise but simply what the oil price will do in the next 10-15 years. If you believe it will stay between $30-60/bbl you vote NO. If it will perform in the $60+/bbl space then vote YES.

Shaggy

[ianood] 10/1/2016 22:07

monty your mind changes almost daily! Why not follow the expertise of the guy's in the business who know what they are doing and vote "yes".

[montyhedge] 10/1/2016 21:50

Let's hope the other big boys vote No.http://royaldutchshellplc.com/2016/01/08/major-shell-investor-vows-to-vote-against-40bn-bg-group-takeover/

[montyhedge] 10/1/2016 20:34

Following Standard Life changed my mine just like them.Vote NO, come back in 12 months and offer 600p.