Shell Share Discussion Threads

[sarkasm] 12/1/2017 18:35

i reckon divi will be maintained

cause money to borrow is cheap

asset sales will be made

costs will be cut

and capital expenditures reduced or delayed

[pugugly] 12/1/2017 18:29

Anyone any thoughts as to whether the dividend can be mentained ? Advfn p/e ratio seems far too high.

[grupo guitarlumber] 11/1/2017 08:53

A Strong Bullish Catalyst For Oil
Jan.11.17 | About: The United (USO)
Daniel Jones
Daniel Jones
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Summary

Oil prices have taken a beating over the past couple of days, driven by OPEC and US oil production fears.

Despite these concerns, however, one piece of news came out over the weekend that I don't believe the market it taking into consideration.

A militant group called the Niger Delta Avengers has come out, promising more attacks on oil facilities after the Nigerian government failed to properly negotiate with them.

If the past is indicative of the future, this move could result in hundreds of thousands of barrels of oil per day coming offline, which would be bullish for oil.

January 9th and 10th were bad days for the oil market, including investors in companies like Whiting Petroleum (NYSE:WLL), Chesapeake Energy Corp. (NYSE:CHK), Approach Resources (NASDAQ:AREX), and Legacy Reserves (NASDAQ:LGCY), as well as for the United States Oil ETF (NYSEARCA:USO) and other oil-related ETFs. The reason being that, in addition to uncertainty regarding OPEC and non-OPEC output, markets are afraid of the prospect of rising US production. In my view, however, some good news arose over the past couple of days that should actually strengthen the bull case for long-oriented investors that I will dig into below.

An observation of the Niger Delta Avengers

Over the past several months, I've written a few pieces on the Niger Delta Avengers and their efforts to stop oil production in the Niger Delta region of Nigeria as a lash back against the government for what they perceived as the nation taking advantage of its people. While I said that I do not condone the destruction of property, I applauded the fact that they did not wish to cause any bodily harm to individuals (though they later indicated that they were considering such action).

The last time I wrote about the group was in an article published on Seeking Alpha on November 17th, wherein I discussed a statement from the organization in which they said they had struck against three oil transportation systems after the Nigerian government was not, in the Avengers' view, taking negotiations with militants in the region seriously. I claimed that this was a bullish catalyst for investors because of the fact that the group had been instrumental in bringing oil production down in the nation (with the help of other militant groups, of course). In August of 2016, for instance, oil production had dropped to an average of 1.419 million barrels per day, down from an annual average in 2015 of 1.865 million barrels per day in 2015 and 1.953 million barrels per day in 2014.

[wooluf] 11/1/2017 08:04

ALLIANCE NEWS DETAIL


CRUDE OIL TUMBLES TO LOWEST IN A MONTH

[ 10 Jan 2017 19:47 ]
WASHINGTON (Alliance News) - Crude oil futures were lower Tuesday, extending losses from the previous session after the Energy Information Administration said it expects US crude oil production in 2018 to rise by 300,000 barrels per day (bpd) year-on-year.

In its monthly energy outlook report, the EIA says oil prices will average USD52.50 a barrel for this year, up from USD50.66 in the December forecast. For 2018, it forecast USD55.18.

WTI light sweet crude oil settled at USD50.82/bbl, down USD1.14, or 2.2%, the lowest closing mark in more than a month.

Industry group the American Petroleum Institute will release its weekly inventories data this afternoon. The Energy Information Administration follows with its numbers tomorrow.

Elsewhere, Russia and Kazakhstan said they've met or exceeded their initial goals for cutting production.

However, Libya's crude-oil production has more than tripled in the past six months, the Wall Street Journal reports.

Copyright RTT News/dpa-AFX

[mnomis] 09/1/2017 13:19

That article would have been great this time last year ...

[waldron] 08/1/2017 10:54

By Kevin Baxter and Jenny W. Hsu

Crude oil prices were up Friday, clawing back some of the early morning losses after the U.S. published mixed data that showed a big decline in oil stocks, but a build in oil products in storage.

The March contract for Brent crude, the global benchmark, was up 0.6% to $57.22 a barrel while its U.S. counterpart West Texas Intermediate gained 0.52% to $54.03 for February deliveries.

Prices have been buoyed this morning by the decision by Royal Dutch Shell PLC to close down the 140,000-barrel-a-day Trans-Niger Bonny Light pipeline. The company cited a fire as the reason for the shutdown, but the situation highlights the continuing struggle in Nigeria with attacks on the country's oil infrastructure.

"The Nigerian government is reported restarting to pay peace-allowance to militants. This will probably ease things but it will take time before world refiners regain confidence about the reliability of Nigerian supplies," said oil analyst Olivier Jakob from the Switzerland-based Petromatrix.

Oil prices had been choppy overnight and early morning after the U.S. Energy Information Administration reported a significant drawdown of 7.1 million barrels from stockpiles in the week of Dec. 30 due to lower imports, upending the market's expectations for an increase or a smaller decrease.

However, the large growth in distillates and gasoline stocks--of 10.1 million barrels and 8.3 million barrels respectively--is considered bearish and a reflection of poor demand, said analysts at Société; Générale.

The data also showed U.S. production of crude grew by 4,000 barrels a day in the same week, a figure that is likely to rise in the postholiday period.

As U.S. production continues to creep up, members of the Organization of the Petroleum Exporting Countries are starting to pull back on output to meet the 32.5 million barrels a day ceiling pledged at the cartel's Nov. 30 meeting.

Saudi Arabia, the de facto leader of the cartel, took the lion's share of the cut. The Wall Street Journal Thursday reported the kingdom made good on its pledge by cutting its January daily production by 468,000 barrels.

"Saudi Aramco has made it clear that it plans to cuts production and this will hopefully convince other producers to fully comply with the promised cuts," said Edward Bell, an analyst from the Dubai-based Emirates NBD bank.

Some market observers believe prices could reach $60-$70 a barrel later this quarter if the cuts are fully enforced, though OPEC has a spotty record of adhering to past production quotas.

Nymex reformulated gasoline blendstock for February--the benchmark gasoline contract-fell 0.16% to $1.6395 a gallon.

ICE gas oil for January changed hands at $498.25 a metric ton, up 0.91%.

Write to Kevin Baxter at [e-mail] and Jenny W. Hsu at [e-mail]



(END) Dow Jones Newswires

January 06, 2017 07:27 ET (12:27 GMT)

[waldron] 08/1/2017 08:50

as we are ramping and giving guesses

i suggest this

oil price between usd 40 to 60

RDSB STAYS IN A RANGE OF 2275 to 2575

TRUMP POSITIVES DECLINE WITH SHALE AND ALTERNATIVE ENERGIES COMING ON STREAM SOONER

merry new year

[la forge] 07/1/2017 15:37

fj its always nice to hear such an optimistic honest opinion


must admit i prefer honest realistic guesses


GOOD LUCK AND HAPPY NEW YEAR YE OLDE RAMPER YOU

[fjgooner] 07/1/2017 14:03

RDSB £28 By 2017Q2 Results (with Brent stable around $60) and £30+ 2017 full year Results (with Brent stable around $65) imho.

[mnomis] 06/1/2017 15:15

I have taken some profits ... expect there will be a chance for a re-entry with a £21 handle ... (imho - dyor)

[supermarky] 05/1/2017 09:09

I'm hoping for some sort of pull back prior to results so I can jump in for xd

[ariane] 04/1/2017 14:13

04/01/2017 | 13:49
While maintaining its price target at 2,500 pence, RBC Capital Markets notes its opinion of Royal Dutch Shell's 'sector performance' to 'outperformance', citing a better view on net debt which he said will begin to decline.

In a research note, he states that the recent production agreements between oil-exporting countries have placed the black market 'on a much stronger basis', removing a thorn from the foot of the Anglo-Dutch company.

"We see the potential for Shell to outperform its peers because it can continue to realize its divestment program while generating consistent growth in its cash flow," said the financial intermediary.

[jon123] 04/1/2017 07:50

lol the dividend will never be cut no matter what happens

[grupo] 03/1/2017 21:04

Market Chatter: Royal Dutch Shell Looking to Pare Debt Load in 2017
January 03, 2017, 01:11:56 PM EDT By MT Newswires, MT Newswires

Shutterstock photo

Royal Dutch Shell (RDS.A, RDS.B) is up more than 1% after the Wall Street Journal said the company is looking to cut its $78 billion debt load this year after taking on BG Group Plc for $50 billion last year.

It had promised to sell about $30 billion of assets between 2016 and 2018 but so far, the company has fallen short of its targets, having sold only about $5 billion last year compared to its original forecast for $6 billion to $8 billion, the WSJ said.

Shell has said it is already working on several asset sales and should close some of them early this year. WSJ says that likely will include a package of fields in the North Sea worth about $3 billion and assets in Gabon worth nearly $1 billion, and in Iraq, the company is in discussions to sell its stake in the West Qurna oil field to a Japanese consortium.

If the company can not meet its asset sales goals, some in the story said a dividend cut could be considered.

Read more:

[xxxxxy] 31/12/2016 13:20

I'm for £25 myself.

[waldron] 30/12/2016 15:43

SHELL MIGHT WELL HAVE A CHANCE TO MOVE UP INTO THE 2375 to 2475 BOX

ANYTHING IS POSSIBLE 100DAYS AFTER 20TH JANUARY