Royal Dutch Shell Share Discussion Threads

[grupo] 31/3/2020 08:39

Royal Dutch Shell updates 1Q20 operations Mar. 31, 2020 2:51 AM ET|About: Royal Dutch Shell plc (RDS.A)|By: Gaurav Batavia, SA News Editor Royal Dutch Shell (NYSE:RDS.A) expects integrated gas production to be between 920K-970K barrels of oil equivalent per day, including the additional volumes from the Egypt offshore assets that were previously reported in the Upstream segment. Upstream production is expected to be between 2,650K-2720K barrels of oil equivalent per day, including the impact from the transfer of the Egypt offshore assets to the integrated gas segment and the transfer of oil sands to the oil products segment. Oil product refinery utilization is expected to be between 80% and 84% with availability expected to be between 93% and 96%. Chemicals manufacturing plant utilization is expected to be between 82% and 87% and availability is expected to be between 94% and 97%. Corporate segment earnings excluding identified items are expected to be a net expense at the lower end of the $800M-$875M for 1Q20 excl. forex impact. The company expects 1Q20 post-tax impairment charges of $400M-$800M, based on changes to oil price outlook for 2020. CFFO price sensitivity is still estimated to be $6B p.a. for each $10 per barrel Brent price movement.

[action] 31/3/2020 08:34

CNBC contributor on oil majors says survival is the key rather than growth as oil majors are highly geared and difficult to judge price of oil due to supply increasing and demand dropping. DYOR as always.

[florenceorbis] 31/3/2020 08:19

Https://investing.thisismoney.co.uk/broker-views/index/date/31-03-2020

[florenceorbis] 31/3/2020 08:18

Shell says first-quarter impact of coronavirus and oil price war mostly reflected in March 0 Published: March 31, 2020 at 2:20 a.m. ET By Steve Goldstein Email icon Facebook icon Twitter icon Linkedin icon Flipboard icon Print icon Resize icon Referenced Symbols RDS.A +5.68% Royal Dutch Shell RDS.A, +5.68% uk:rds said the impact of COVID-19 and the OPEC price war was "primarily reflected in March with a relatively minor impact in the first two months." Upstream production is expected to be between 2,650 and 2,720 thousand barrels of oil equivalent per day in the first quarter. Ahead of its first-quarter results, Shell said it still estimates that every $10 per barrel change in the price of Brent crude oil has a $6 billion per annum impact on cash flow from operations, but that "this price sensitivity is indicative and is most applicable to smaller price changes than we currently witness as well as in relation to the full-year results." Shell said it signed a new $12 billion credit facility on top of its existing $10 billion facility, and it has another $20 billion in cash or cash equivalents.

[waldron] 31/3/2020 07:43

Markets Dow futures point to a lower open after market’s rebound from massive coronavirus sell-off Published Mon, Mar 30 20206:06 PM EDTUpdated 2 hours ago

[waldron] 31/3/2020 07:29

https://uk.advfn.com/stock-market/london/royal-dutch-shell-RDSA/share-news/Royal-Dutch-Shell-plc-Shell-First-Quarter-2020-Upd/82121014

[waldron] 31/3/2020 07:11

if you are uk tax resident rdsb would be a better buy DIVIS IN UK NOT SUBJECT TO WITHHOLDING TAX At a guess companies still paying a divi might start going at a premium secondly the oil price fiasco might soon be sorted it is hoped that virus will subside Many now believe we have reached a bottom HAVING SAID THAT IT MIGHT WELL FALL AGAIN BEFORE GOING BACK UP

[rmc100] 31/3/2020 07:01

Is rdsa a good long term buy at the moment, why is it rising significantly in this crisis and also with oil so low at the moment? Cheers

[waldron] 30/3/2020 18:02

Brent Crude Oil NYMEX 26.17 -6.37% Gasoline NYMEX 0.59 -3.65% Natural Gas NYMEX 1.67 -0.24% WTI 20.268 USD -0.28% FTSE 100 5,563.74 +0.97% Dow Jones 22,139.06 +2.32% CAC 40 4,378.51 +0.62% SBF 120 3,424.75 +0.29% Euro STOXX 50 2,765.62 +1.68% DAX 9,815.97 +1.90% Ftse Mib 16,872.41 +0.30% Eni 8.593 +4.58% Total 33.57 +4.09% Engie 9.45 -4.04% Bp 323.6 +5.92% Vodafone 114.34 -1.50% Royal Dutch Shell A 1,325.2 +3.31% Royal Dutch Shell B 1,262 +2.55%

[florenceorbis] 30/3/2020 10:17

Https://investing.thisismoney.co.uk/broker-views/index/date/30-03-2020

[florenceorbis] 27/3/2020 07:32

Https://investing.thisismoney.co.uk/broker-views/index/date/27-03-2020

[waldron] 26/3/2020 17:41

Brent Crude Oil NYMEX 29.05 -3.13% Gasoline NYMEX 0.64 +6.11% Natural Gas NYMEX 1.70 -0.82% WTI 23.231 USD -3.90% FTSE 100 5,815.73 +2.24% Dow Jones 22,324.32 +5.30% CAC 40 4,543.58 +2.51% SBF 120 3,565.47 +2.60% Euro STOXX 50 2,847.78 +2.35% DAX 10,000.96 +1.28% Ftse Mib 17,338.23 +0.55% Eni 8.711 -0.14% Total 33 +0.46% Engie 10.6 +0.14% Bp 337 -0.71% Vodafone 123.6 +5.55% Royal Dutch Shell A 1,414.2 -2.94% Royal Dutch Shell B 1,374 -3.06%

[mw16] 26/3/2020 16:42

You would near think that the oil price was rising fast and that people will be back to work in weeks the way the share price has been over the last few days.

[grupo guitarlumber] 26/3/2020 10:55

Https://www.shell.com/investors/dividend-information/interim-dividend-timetable.html 1st quarter 2020 Announcement date April 30, 2020 Ex-dividend date May 14, 2020 Record date May 15, 2020 Closing of currency election date (see Note below) June 2, 2020 Pounds sterling and euro equivalents announcement date June 8, 2020 Payment date June 22, 2020 Note A different currency election date may apply to shareholders holding shares in a securities account with a bank or financial institution ultimately holding through Euroclear Nederland. This may also apply to other shareholders who do not hold their shares either directly on the Register of Members or in the corporate sponsored nominee arrangement. Shareholders can contact their broker, financial intermediary, bank or financial institution for the election deadline that applies.

[florenceorbis] 26/3/2020 07:16

Https://investing.thisismoney.co.uk/broker-views/index/date/26-03-2020

[waldron] 25/3/2020 17:49

Brent Crude Oil NYMEX 29.78 +0.13% Gasoline NYMEX 0.58 +14.30% Natural Gas NYMEX 1.72 -0.69% WTI 24.462 USD -0.58% FTSE 100 5,688.2 +4.45% Dow Jones 21,616.12 +4.40% CAC 40 4,432.3 +4.47% SBF 120 3,475.19 +4.05% Euro STOXX 50 2,800.14 +3.75% DAX 9,874.26 +1.79% Ftse Mib 17,111.27 +0.96% Eni 8.723 +4.16% Total 32.85 +7.79% Engie 10.585 +1.88% Bp 339.4 +8.66% Vodafone 117.1 +5.27% Royal Dutch Shell A 1,457 +7.35% Royal Dutch Shell B 1,417.4 +8.02%

[waldron] 25/3/2020 16:58

Https://seekingalpha.com/article/4334119-oil-price-war-covidminus-19-opportunity-to-pick-up-shell-stock-bargain-price?utm_medium=email&utm_source=seeking_alpha&mail_subject=rds-a-oil-price-war-covid-19-opportunity-to-pick-up-more-shell-stock-at-a-bargain-price&utm_campaign=rta-stock-article&utm_content=link-2

[waldron] 25/3/2020 16:53

Https://seekingalpha.com/article/4334110-shell-is-best-oil-supermajor-to-own-right-now?utm_medium=email&utm_source=seeking_alpha#alt1&mail_subject=rds-a-shell-s-sell-off-is-overdone-invest-now-to-lock-in-a-record-high-yield&utm_campaign=rta-stock-article&utm_content=link-2

[florenceorbis] 25/3/2020 07:56

Https://investing.thisismoney.co.uk/broker-views/index/date/25-03-2020

[waldron] 24/3/2020 18:48

Brent Crude Oil NYMEX 27.24 +0.78% Gasoline NYMEX 0.55 +10.81% Natural Gas NYMEX 1.71 +2.39% WTI 23.482 USD -3.68% FTSE 100 5,446.01 +9.05% Dow Jones 20,212.43 +8.72% CAC 40 4,242.7 +8.39% SBF 120 3,339.8 +8.35% Euro STOXX 50 2,715.11 +9.65% DAX 9,700.57 +10.98% Ftse Mib 16,634.97 +6.91% Eni 8.375 +14.93% Total 30.475 +15.00% Engie 10.39 +6.39% Bp 312.35 +21.58% Vodafone 111.24 +0.94% Royal Dutch Shell A 1,357.2 +20.38% Royal Dutch Shell B 1,312.2 +22.91%

[florenceorbis] 24/3/2020 07:35

RBC Capital Markets Outperform 1,700.00 - Reiterates

[florenceorbis] 24/3/2020 07:30

Https://investing.thisismoney.co.uk/broker-views/index/date/24-03-2020

[waldron] 23/3/2020 17:38

Brent Crude Oil NYMEX 28.82 -0.62% Gasoline NYMEX 0.54 -13.55% Natural Gas NYMEX 1.68 +0.30% WTI 22.505 USD +4.24% FTSE 100 4,993.89 -3.79% Dow Jones 18,856.46 -1.66% CAC 40 3,914.31 -3.32% SBF 120 3,082.31 -3.57% Euro STOXX 50 2,485.54 -1.81% DAX 8,741.15 -2.10% Ftse Mib 15,624.24 -0.68% Eni 7.287 -0.08% Total 26.5 +6.00% Engie 9.766 -6.14% Bp 256.9 +2.07% Vodafone 110.2 -2.06% Royal Dutch Shell A 1,127.4 +6.14% Royal Dutch Shell B 1,067.6 +3.29%

[sarkasm] 23/3/2020 13:58

Https://seekingalpha.com/article/4333417-shells-juicy-15-yield-stands-out-among-majors?utm_medium=email&utm_source=seeking_alpha#alt1&mail_subject=rds-a-shell-s-juicy-15-yield-stands-out-among-majors&utm_campaign=rta-stock-article&utm_content=link-2