Shell Share Discussion Threads

[waldron] 08/4/2020 18:30

Brent Crude Oil NYMEX 32.09 +0.69%
Gasoline NYMEX 0.69 +5.80%
Natural Gas NYMEX 1.93 -1.18
WTI 24.057 USD -2.17%


FTSE 100
5,677.73 -0.47%
Dow Jones
23,247.12 +2.62%
CAC 40
4,442.75 +0.10%
SBF 120
3,499.45 +0.20%
Euro STOXX 50
2,851.27 -0.18%
DAX
10,332.89 -0.23%
Ftse Mib
17,389.63 -0.13%


Eni
9.295 -1.41%


Total
33.88 -1.12%


Engie
9.422 +0.68%



Bp
335.35 -1.66%

Vodafone
110.84 -4.18%

Royal Dutch Shell A
1,492.8 -2.43%



Royal Dutch Shell B
1,450.6 -2.38%

[waldron] 07/4/2020 17:37

Brent Crude Oil NYMEX 32.98 -0.21%
Gasoline NYMEX 0.69 -1.85%
Natural Gas NYMEX 1.92 +4.01%
WTI 26.265 USD -2.54%

FTSE 100
5,704.45 +2.19%
Dow Jones
23,306.17 +2.76%
CAC 40
4,438.27 +2.12%
SBF 120
3,492.6 +2.24%
Euro STOXX 50
2,857.67 +2.04%
DAX
10,356.7 +2.79%
Ftse Mib
17,406.19 +2.15%

Eni
9.428 +1.21%



Total
34.265 +1.33%


Engie
9.358 +0.88%


Bp
341 +1.53%

Vodafone
115.68 -0.75%

Royal Dutch Shell A
1,530 +3.46%



Royal Dutch Shell B
1,486 +3.45%

[waldron] 06/4/2020 17:43

Brent Crude Oil NYMEX 32.75 -3.99%
Gasoline NYMEX 0.70 +1.46%
Natural Gas NYMEX 1.82 +4.83%
WTI 26.795 USD -6.93%

FTSE 100
5,582.39 +3.08%
Dow Jones
22,146.45 +5.20%
CAC 40
4,346.14 +4.61%
SBF 120
3,416.2 +4.71%
Euro STOXX 50
2,795.97 +5.02%
DAX
10,075.17 +5.77%
Ftse Mib
17,017.39 +3.86%


Eni
9.315 -0.11%


Total
33.815 +0.85%


Engie
9.276 +6.65%


Bp
335.85 -0.43%

Vodafone
116.56 +4.99%

Royal Dutch Shell A
1,478.8 +0.53%


Royal Dutch Shell B
1,436.4 +1.27%

[waldron] 04/4/2020 12:24

maxplus2
3 Apr '20 - 21:07 - 2252 of 2252
0 0 0

[maxplus2] 03/4/2020 21:07

https://markets.businessinsider.com/commodities/news/oil-price-surges-report-opec-meeting-production-cuts-coronavirus-pandemic-2020-4-1029063327

[waldron] 03/4/2020 17:51

Brent Crude Oil NYMEX 32.55 +8.72%
Gasoline NYMEX 0.68 +2.44%
Natural Gas NYMEX 1.71 +2.03%
WTI 26.67 USD +8.06%


FTSE 100
5,415.5 -1.18%
Dow Jones
20,990.67 -1.97%
CAC 40
4,154.58 -1.57%
SBF 120
3,262.43 -1.67%
Euro STOXX 50
2,662.99 -0.67%
DAX
9,525.77 -0.47%
Ftse Mib
16,477.88 -2.12%



Eni
9.325 -5.21%



Total
33.53 -7.58%



Engie
8.698 -2.20%

Orange
10.985 -0.59%


Bp
337.3 -4.54%

Vodafone
111.02 +0.65%

Royal Dutch Shell A
1,471 -4.58%



Royal Dutch Shell B
1,418.4 -4.14%

[christopher logsdon] 03/4/2020 13:13

I thought Russian and Saudi were getting together for a little chitchat

[mw16] 03/4/2020 11:26

Get ready for big drop come monday

[waldron] 02/4/2020 17:37

Brent Crude Oil NYMEX 30.39 +22.84%
Gasoline NYMEX 0.68 +25.16%
Natural Gas NYMEX 1.69 -1.34%
WTI 24.955 USD +17.32%

FTSE 100
5,480.22 +0.47%
Dow Jones
21,267.19 +1.55%
CAC 40
4,220.96 +0.33%
SBF 120
3,317.69 +0.44%
Euro STOXX 50
2,688.49 +0.78%
DAX
9,570.82 +0.27%
Ftse Mib
16,740.07 +1.18%


Eni
9.838 +6.93%

Total
36.28 +3.07%



Engie
8.894 -0.91%


Bp
353.35 +5.89%

Vodafone
110.3 +0.64%

Royal Dutch Shell A
1,541.6 +8.47%



Royal Dutch Shell B
1,479.6 +9.41%

[florenceorbis] 02/4/2020 08:48

RDSB Goldman Sachs Buy LOL DOWN SUCH MUCH FROM 2,050.00 to 2,000.00


BP. Goldman Sachs Buy 550.00 - Reiterates

[waldron] 01/4/2020 17:53

Brent Crude Oil NYMEX 25.01 -5.09%
Gasoline NYMEX 0.56 -6.19%
Natural Gas NYMEX 1.71 -2.45%
WTI 20.662 USD +1.89%

FTSE 100
5,454.57 -3.83%
Dow Jones
21,214.49 -3.21%
CAC 40
4,207.24 -4.30%
SBF 120
3,303.23 -4.10%
Euro STOXX 50
2,667.7 -4.22%
DAX
9,544.75 -3.94%
Ftse Mib
16,583.47 -2.74%




Eni
9.2 -0.22%


Total
35.2 -0.54%



Engie
8.976 -4.63%


Bp
333.7 -3.05%

Vodafone
109.6 -3.01%

Royal Dutch Shell A
1,421.2 +0.16%



Royal Dutch Shell B
1,352.4 -0.54%

[waldron] 31/3/2020 17:41

Brent Crude Oil NYMEX 26.52 +0.38%
Gasoline NYMEX 0.63 +2.19%
Natural Gas NYMEX 1.66 -1.78%
WTI 20.377 USD -0.80%


FTSE 100
5,671.96 +1.95%
Dow Jones
22,414.68 +0.39%
CAC 40
4,396.12 +0.40%
SBF 120
3,444.49 +0.58%
Euro STOXX 50
2,785.26 +0.97%
DAX
9,935.84 +1.22%
Ftse Mib
16,989.52 +0.69%


Eni
9.22 +7.30%

Total
35.39 +5.42%



Engie
9.412 -0.40%


Bp
344.2 +6.37%

Vodafone
113 -1.17%

Royal Dutch Shell
1,419 +7.08%



Royal Dutch Shell
1,359.8 +7.75%

[waldron] 31/3/2020 13:00

arcteryx
31 Mar '20 - 12:29 - 12114 of 12115
0 1 0


Anjli Raval, Senior Energy Correspondent 25 minutes ago

Shell secures $12bn credit facility to safeguard dividend
Energy major boosts available liquidity to more than $40bn as coronavirus bites

Royal Dutch Shell has secured a new $12bn credit facility as it seeks to safeguard dividends amid “significant uncertainty” spurred by the coronavirus pandemic.

The Anglo-Dutch energy group said on Tuesday that the arrangement, which follows a $10bn facility obtained in December, had boosted its available liquidity to more than $40bn.

The company’s shares rose 6 per cent in morning trading in London.

“We have seen and expect significant uncertainty . . . with regards to prices and demand for oil, gas and related products,” Shell said, citing the impact of coronavirus on the global economy as well as the Saudi-led price war and a flood of new supplies to the market. Brent crude fell this week to its lowest level since 2002.

The company said new oil price assumptions would lead to a post-tax impairment charge of $400m to $800m, expected to be disclosed when it reports its first-quarter earnings on April 30.

While Shell pointed to previous guidance that every $10-a-barrel decline in the Brent crude price cost it $6bn a year, it warned that this estimate was “most applicable to smaller price changes than we currently witness”.

The Brent crude price has plunged to $23 a barrel from $70 in January. Shares in Shell, which is one of the world’s biggest dividend payers, have plunged 40 per cent over the same period.

Shell said the effects of the coronavirus crisis would primarily be reflected in this month’s earnings, with only a “relatively minor impact” in January and February, before most of the restrictions on movement and activity were imposed in countries worldwide.

Last week Shell said it would suspend its share buyback programme and announced that capital expenditure would fall to $20bn or less this year, from initial plans for $25bn. It said its operating costs would also decline by $3bn to $4bn.

“Shell has the balance sheet capacity and ability to cut capex to survive in the current environment without a significant cut to dividends, but if this outlook was to last for more than nine to 12 months, we would expect a cut,” said Biraj Borkhataria at RBC Capital Markets.

Oil and gas majors were under pressure before coronavirus hit, having pledged to maintain shareholder payouts and sustain hydrocarbon earnings despite macroeconomic weakness, while pivoting towards greener businesses.
Coronavirus trajectory tracker explained

“Expectations for increased shareholder returns are no longer viable,” said Jefferies analyst Jason Gammel in a note last week.

While he said existing payouts were generally safe for now, “the return of scrip dividends seems likely”, referring to the option for investors to receive additional shares instead of cash payments.

[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.