Shell Share Discussion Threads

[waldron] 05/11/2017 18:21

28 Nov 2017
Management Day in London
29 Nov 2017
Management Day in New York

[waldron] 05/11/2017 16:51

the a shares seem to have already risen
but will they go further upwards and the difference reduce with the b share

volumes up for A

VOLUMES DOWN FOR B

Needs watching for some

[waldron] 05/11/2017 10:39

ha ha me harty

as said up river on the thames before the cotswolds

enjoy your day

[2hoggy] 05/11/2017 10:31

oooo arrrrr it beee,as we say in the country lol

[waldron] 05/11/2017 10:24

hoggy

it shell b

[2hoggy] 05/11/2017 10:21

When you consider what the price it needs to be for the Saudi's just to break,even 70 dollars is not enough.

All we need is a price where the shell oil can make a decent profit pay the divi and this will keep me in a comfortable position..

[waldron] 04/11/2017 18:04

B
16-Oct-17 Barclays Overweight 2,850.00 Reiteration
02-Oct-17 Goldman Sachs Buy 2,580.00 Reiteration


FIRST WE MUST SEE THE 2475 to 2575 BOX

[waldron] 03/11/2017 23:19

a balanced portfolio which gives decent income by way of dividend

very wise


with some cash set aside to play the market when opportunties arise

very exciting

enjoy your weekend mr jones

may your profits be huge and your tax bill be minimal

[waldron] 03/11/2017 18:55

RIG MYTH PEELED AWAY

[fjgooner] 03/11/2017 18:20

Well Brent has just shot up to $62 and WTI to over $55.50 in the last hour. And those are both 52 week highs. Looks good.

Re the capital H - done.

All the best,

FJ

[waldron] 03/11/2017 17:48

FJ

USE CAPITAL LETTERS TO START THE LINK ADDRESS

CHEERS

PS still do not believe the rig myth is neccessarily a positive impact omen

take care

[fjgooner] 03/11/2017 17:29

We've just seen the biggest drop in the count of US Oil Rigs since January - a very bullish sign for oil going into next week. Down another 8 rigs to 729 from a local high of 768 in August.



@Waldron - same to you - have a good one.

[waldron] 03/11/2017 17:12

not sure now whether 2475p is a support or resistence level

await now more analysts call next week

atleast volumes were normalised

HAVE A GREAT WEEKEND

[sarkasm] 03/11/2017 16:38

ii interactive investor

igh-yielding Shell still a buy
By Lee Wild | Fri, 3rd November 2017 - 12:57
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High-yielding Shell still a buy

The City saying goes, "never sell Shell". Of course, the oil major has gone through some major cycles since the end of World War 2, and there have been plenty of peaks and troughs in recent years. Such is its resilience, however, that the company has never cut the dividend, rewarding loyal shareholders with decades of reliable income.

This week's results were great. With oil prices back at $60, Royal Dutch Shell (RDSB) reported third-quarter profit on a current cost of supplies (CCS) basis up 47% to $4.1 billion (£3.1 billion). That gives underlying earnings per share (EPS) of 50 cents, up 43% year-on-year, or 14% better than the previous quarter.

Despite all the moaning about affordability, Shell kept the dividend at 47 cents a share. Underlying operating expenses continues to drop and capital expenditure for the quarter fell by 25% to $5.7 billion.

"Reported cash flow for the last four quarters when the Brent price averaged US$51/bbl was $38 billion, that would cover cash capex of $23 billion and the full dividend paid in cash of $15 billion," writes Panmure Gordon analyst Colin Smith.

"Although the reported cash flow was weaker than we expected, stripping out the working capital impact, cash flow for the quarter was $10 billion which compares with $9 billion for 2Q17 and $7.8 billion for 3Q16, demonstrating continuing improvement. The run rate in capex suggests Shell may come in below its headline target of $25 billion for 2017."

chart1

In response, Panmure repeats its 'buy' rating and upgrades EPS forecasts for 2017 by 16% to $1.91. The price target for Shell shares goes up from 2,500p to 2,700p "based on the perpetualised value of the dividend and current parameters for the required equity return".

There were beats versus Panmure's forecasts both in the upstream and downstream businesses, and a first profit in 12 quarters for the North America operations.

"While this set of results lacked the sugar rush of those reported by BP earlier in the week, nevertheless they have prompted a significant upgrade and on our estimates Shell is on a lower rating to BP at our respective target prices," says Smith.

"Moreover, although Shell made no direct reference to neutralising the scrip or share buy-backs, it already has a stronger balance sheet than BP and we expect it to be on a significantly higher cash yield from next year and prospectively."

Having almost doubled in value since early 2016, Shell trades on a forward price/earnings (PE) ratio for next year of 16 times and offers a prospective dividend yield of 5.9% on Panmure's numbers. That compares with BP (BP.) on 18.5 times and an identical yield.

[waldron] 03/11/2017 13:56

2017: COP 23/CMP 13/CMA 2, Bonn, Germany
Main article: 2017 United Nations Climate Change Conference

COP 23 is expected to be held on 6–17 November 2017. On Friday, 18 November 2016, the end of COP 22, the Chairperson of COP 23 from Fiji announced that it will be held in Bonn, Germany. (COP 23/CMP 13).[41]

Fijian Prime Minister and incoming President of COP 23, Mr. Frank Bainimarama, on 13 April launched the logo for this year’s United Nations Climate Change Conference, to be held in Bonn in November.[47]

[waldron] 03/11/2017 13:38

sensing some resistence around this share price level

loss of momentum might risk return to lower BOX


VOLUMES seem to be weak but perhaps thats ok for this particular friday after an exciting
and hectic week