Royal Dutch Shell Share Discussion Threads

[waldron] 31/3/2020 06:11

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 06:01

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 17:02

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 09:17

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

[sarkasm] 23/3/2020 12:45

Frank Prenesti Sharecast News 23 Mar, 2020 07:11 23 Mar, 2020 12:28 Shell in plan to save $10bn as Covid-19, oil price crash bite Shell said it was cutting capital expenditure, underlying operating costs and postponing the next phase of its share buyback to save $10bn in the face of the Covid-19 pandemic. Royal Dutch Shell 'A' 1,126.60 12:24:37 23/03/20 0.71% 66.20 FTSE 100 5,123.56 12:28:57 23/03/20 -1.12% -58.25 FTSE 350 2,831.58 12:28:57 23/03/20 -1.38% -39.55 FTSE All-Share 2,790.63 12:28:57 23/03/20 -1.50% -42.61 The oil giant said it would cut underlying operating costs by $3bn - $4bn a year over the next 12 months compared to 2019 levels and reduce cash capital expenditure to $20bn or below for 2020 from a planned level of around $25bn. Shelving the share buyback would save anther $1bn. “Together, these initiatives are expected to contribute $8bn - $9bn of free cash flow on a pre-tax basis. Shell is still committed to its divestment programme of more than $10bn of assets in 2019-20 but timing depends on market conditions.” Chief executive Ben van Beurden said he was “taking immediate steps to ensure the financial strength and resilience of our business”. Covid-19 has led to a slump in the demand for oil, particularly in the aviation industry exacerbated by the oil price war between Saudi Arabia and Russia. “The combination of steeply falling oil demand and rapidly increasing supply may be unique, but Shell has weathered market volatility many times in the past.” Brent crude was trading almost 5% lower at less than $26 a barrel on Monday. Shell launched a $25bn share buyback to offset dilution from shares issued during the 2016 takeover of BG Group as well as shares issued as dividend payments after the last oil price crash of 2014 -16. Hargreaves Lansdown analyst Nicholas Hyett said the company could come under pressure to put aside its " totemic dividend policy". "However some shareholder returns have already proven less than sacrosanct, with the share buyback suspended. If we’re in a new era of sustained sub-$40 oil then the dividend could yet become a burden that’s too much to bear," he said.. "That’s the rub for Shell investors. The group’s taking emergency action to protect cash flow in the short term, but the influence of the oil price means its future is largely out of its hands. There’s no knowing exactly how long the toxic combination of increased global supply and falling demand will last.”

[florenceorbis] 23/3/2020 09:33

DIVI DATES Https://www.shell.com/investors/dividend-information/interim-dividend-timetable.html Closing of currency election date (see Note below) February 28, 2020 Pounds sterling and euro equivalents announcement date March 9, 2020 Payment date March 23, 2020

[florenceorbis] 23/3/2020 08:55

Https://investing.thisismoney.co.uk/broker-views/index/date/23-03-2020

[waldron] 23/3/2020 08:23

Shell Curbs Buyback, Cuts Spending Forecast Amanda Jordan, Bloomberg News A scallop shaped Shell logo sits on display above a newly opened gas station, operated by Royal Dutch Shell Plc, in Kemerovo, Russia, on Friday, Sept. 14, 2018. Royal Dutch Shell plans to double the number of its petrol stations in Russia to 450, says Sergey Starodubtsev, the director-general of Shell Neft, the company's Russian subsidiary. Photographer: Andrey Rudakov/Bloomberg A scallop shaped Shell logo sits on display above a newly opened gas station, operated by Royal Dutch Shell Plc, in Kemerovo, Russia, on Friday, Sept. 14, 2018. Royal Dutch Shell plans to double the number of its petrol stations in Russia to 450, says Sergey Starodubtsev, the director-general of Shell Neft, the company's Russian subsidiary. Photographer: Andrey Rudakov/Bloomberg , Bloomberg (Bloomberg) -- Royal Dutch Shell Plc said it won’t continue with the next phase of its share buyback program, joining a growing list of energy companies enacting cost savings to weather the market crisis. The oil major announced Monday it was taking “immediate steps to ensure the financial strength and resilience” of its business. While its intention to complete the share buyback remains unchanged, “it is not likely to be feasible before the end of 2020,” according to a statement. Shell sees a reduction in cash capital spending to $20 billion or below for 2020 from a planned level of around $25 billion. It also expects a reduction in underlying operating costs by $3 billion to $4 billion a year over the next 12 months compared with 2019 levels, and a “material̶1; decline in working capital. Together, the measures are expected to contribute $8 billion to $9 billion of free cash flow on a pretax basis. The company said it’s still committed to its divestment program of more than $10 billion of assets in 2019-20 but timing depends on the market. Across the oil and gas industry, companies are reining in spending as they seek to weather a crash in the oil market. Exxon Mobil Corp. has announced a slowdown in its spending program, while European counterpart BP Plc’s head Bernard Looney said it would reduce capital and operational spending. ©2020 Bloomberg L.P.

[waldron] 23/3/2020 08:14

Jamie Ashcroft 07:21 Mon 23 Mar 2020 Follow Jamie on: viewRoyal Dutch Shell Plc Royal Dutch Shell to cut costs by up to US$9bn to protect finances from coronavirus “The combination of steeply falling oil demand and rapidly increasing supply may be unique, but Shell has weathered market volatility many times in the past" Royal Dutch Shell Plc - Royal Dutch Shell to cut costs by up to US$9bn to protect finances from coronavirus Royal Dutch Shell Plc (LON:RDSB) told investors it is taking decisive action to “reinforce financial strength and resilience” and to position the company for the eventual economic recovery following the Covid-19 coronavirus pandemic. Shell is cutting its removing some US$5bn from its capital spending budget, which will now stand at US$2bn for 2020, and, it plans to slash underlying operating costs by US$3bn to US$5bn over the course of the year. READ: Shell deemed “most vulnerable” by City analyst It is expected these changes will contribute around US$8bn to US$9bn of free cash flow per year over the next twelve months. The company noted that it also remains committed to its planned US$10bn asset divestment programme. “As well as protecting our staff and customers in this difficult time, we are also taking immediate steps to ensure the financial strength and resilience of our business,” said Ben van Beurden, Shell chief executive. “The combination of steeply falling oil demand and rapidly increasing supply may be unique, but Shell has weathered market volatility many times in the past.” Shell said it will seek to maintain strong financial credit metrics and ensure its balance sheet remains robust. The company added that it has around US$20bn of cash and equivalents plus US$10bn of undrawn credit lines. MyProactive

[waldron] 23/3/2020 08:07

Royal Dutch Shell plc cuts capex, suspends share buybacks Mar. 23, 2020 3:52 AM ET|About: Royal Dutch Shell plc (RDS.B)|By: Gaurav Batavia, SA News Editor Royal Dutch Shell plc (NYSE:RDS.A) expects to generate FCF of $8B-9B on a pre-tax basis. Reduces operational costs by $3B-$4B p.a. over the next 12 months against the 2019 level. Cuts FY20 Capex guidance to $20B or below from prior guidance of ~$25B. Material reductions in working capital. Divestment program of more than $10B of assets in 2019-20 depending on the market conditions. Suspends share buyback program, following the completion of the current share buyback tranche. The company has ~$20B in cash and cash equivalents, $10B of undrawn credit lines and access to extensive commercial paper programs. Press Release