Shell Share Discussion Threads

[waldron] 30/4/2020 18:37

Brent Crude Oil NYMEX 25.72 +6.15%
Gasoline NYMEX 0.77 +2.65%
Natural Gas NYMEX 1.89 +1.34%
WTI 17.61 USD +10.65%


FTSE 100
5,901.21 -3.50%
Dow Jones
24,262.17 -1.51%
CAC 40
4,572.18 -2.12%
SBF 120
3,610.57 -2.00%
Euro STOXX 50
2,927.93 -2.38%
DAX
10,861.64 -2.22%
Ftse Mib
17,676.92 -2.16%



Eni
8.714 -2.71%



Total
32.85 -2.87%


Engie
9.904 -0.86%


Bp
313.1 -6.12%

Vodafone
112.14 -5.69%

Royal Dutch Shell A
1,325 -10.82%



Royal Dutch Shell B
1,286.4 -11.37%

[mw16] 30/4/2020 16:46

Suck in hoover up. Nom nom.Rinse and repeat. Grab every last chunk of pis cash.

[grupo guitarlumber] 30/4/2020 15:51

Shell's mostly strong Q1 results a 'sideshow' to dividend reset, analysts say
Apr. 30, 2020 10:13 AM ET|About: Royal Dutch Shell plc (RDS.A)|By: Carl Surran, SA News Editor

Royal Dutch Shell (RDS.A -11.7%) plunges at the open after reporting better than expected Q1 earnings, but taking center stage is the dividend reset, "given the risk of a prolonged period of economic uncertainty, weaker commodity prices, higher volatility and uncertain demand outlook."

Bernstein analyst Oswald Clint says strong earnings, free cash flow and gearing reduction are a "sideshow" to the dividend news, and with a three-notch downgrade likely, Shell always was going to have the toughest decision to make on the dividend.

Q2 will not provide any respite for Shell, with the company's outlook particularly weak across divisions, says Clint, who rates the stock at Market Perform.

UBS analyst Jon Rigby regards the dividend cut as a surprise and bigger than expected, but otherwise sees strong results led by Integrated Gas, and production rose 12% Y/Y on lower maintenance and ramp-ups in Trinidad & Tobago and Australia; Rigby rates the stock as a Buy.

Credit Suisse's Thomas Adolff notes Shell was able to lower net debt by $4.7B leaving gearing post at 28.9% vs. 29.3% in Q4, and says it will be interesting to see whether other oil super-majors will follow Shell's lead on dividend cuts, this quarter or next.

[grupo guitarlumber] 30/4/2020 15:31

Oil Rises on Hopes for Demand Recovery
Print
Alert

By Amrith Ramkumar

Oil prices advanced in volatile trading on Thursday, lifted by hopes for a rise in fuel consumption as lockdown measures to stop the coronavirus are rolled back.

U.S. crude for delivery in June rose 12% to $16.85 a barrel on the New York Mercantile Exchange, extending a recent stretch of wild swings. The benchmark started the year above $60 but has crashed with the coronavirus eroding fuel demand. A similar contract for delivery next month crashed to minus $37.63 a barrel on April 20, the first time in oil-market history futures have turned negative.

When such contracts expire, the holders must either take delivery of barrels of oil in Cushing, Okla., or sell them. Whoever was left holding them likely couldn't find available storage amid the glut, forcing them to sell and driving prices well below $0. The contract expired on April 21 after rebounding to positive territory.

As a result of the negative pricing and oversupply, many investors and commodity funds no longer want to hold oil to be delivered soon. Instead they want crude for delivery several months from now, lowering trading in near-dated futures and driving big swings in both directions.

There are now more July futures contracts outstanding than contracts for June delivery, a shift that normally would have taken place closer to May 20, the day June futures expire. On Thursday, the July futures rose 9.1% to $20.86 a barrel.

The gains came with some states in the U.S. easing lockdown measures and followed Wednesday data showing a recovery in gasoline consumption last week. Demand is also expected to rebound in China after its economy shut early in the year to fight the pandemic.

Investors are also looking ahead to global supply cuts set to take effect Friday. In addition to those coordinated output reductions, some companies are being forced to shut in productive wells because prices have fallen so much.

Production cuts in oil, on purpose or by default, come at a time when demand probably has nowhere to go but up," Phil Flynn, senior market analyst at the Price Futures Group, said in a note.

Brent crude futures for delivery in July, the most actively traded global benchmark of prices, rose 9% to $26.41 a barrel on the Intercontinental Exchange on Thursday. A contract for June delivery rallied 12% to $25.23 on its final day of trading. Brent futures track the price of seaborne crude, relying on an index calculated by ICE.

Many analysts expect prices to remain volatile, especially with many investors and exchange-traded funds selling near-dated oil futures and buying contracts for crude to be delivered several months from now.

Write to Amrith Ramkumar at [e-mail]



(END) Dow Jones Newswires

April 30, 2020 10:02 ET (14:02 GMT)

[morus193] 30/4/2020 12:43

Dividend cut is a massive long term benefit and will see shell recover quicker and easier than BP in my opinion. BP might regret not following shell's example. Positive news.

[waldron] 30/4/2020 07:26

Earnings
Oil major Shell slashes dividend as first-quarter net profit tumbles 46%
Published Thu, Apr 30 20202:11 AM EDTUpdated Moments Ago
Sam Meredith
@smeredith19
Key Points

Net income attributable to shareholders on a current cost of supplies (CCS) basis and excluding identified items, which is used as a proxy for net profit, came in at $2.9 billion for the first quarter of 2020.

The board at Shell said it had decided to reduce the oil major’s first-quarter dividend to $0.16 per share, down from $0.47 at the end of 2019. That’s a reduction of 66%.

Shares of Shell have fallen more than 34% since the start of the year.

[waldron] 29/4/2020 17:21

Brent Crude Oil NYMEX 24.34 +7.04%
Gasoline NYMEX 0.78 +10.41%
Natural Gas NYMEX 1.88 -3.54
WTI 16.139 USD +23.35%

FTSE 100
6,115.25 +2.63%
Dow Jones
24,609.66 +2.11%
CAC 40
4,671.11 +2.22%
SBF 120
3,684.29 +2.29%
Euro STOXX 50
2,999.45 +2.40%
DAX
11,107.74 +2.89%
Ftse Mib
18,062.31 +2.18%



Eni
8.957 +3.14%


Total
33.82 +3.13%



Engie
9.99 +6.62%



Bp
333.5 +3.54%

Vodafone
118.9 +5.18%

Royal Dutch Shell A
1,485.8 +3.70%



Royal Dutch Shell B
1,451.4 +3.35%

[waldron] 28/4/2020 17:56

Brent Crude Oil NYMEX 22.76 -1.34%
Gasoline NYMEX 0.70 +1.62%
Natural Gas NYMEX 1.94 +1.25%
WTI 12.557 USD +1.89%


FTSE 100
5,958.5 +1.91%
Dow Jones
24,099.27 -0.14%
CAC 40
4,569.79 +1.43%
SBF 120
3,601.73 +1.42%
Euro STOXX 50
2,932.06 +1.91%
DAX
10,795.63 +1.27%
Ftse Mib
17,680.89 +1.73%



Eni
8.684 +3.33%



Total
32.795 +1.69%



Engie
9.37 +0.60%



Bp
322.1 +2.58%

Vodafone
113.04 +2.02%

Royal Dutch Shell A
1,432.8 +2.45%



Royal Dutch Shell B
1,404.4 +2.80%

[danj1975] 27/4/2020 20:02

Bought the wrong ones today but it will only be about £1.85 tax for divi on my 36 shares so no big issue really! Do folk think the divi will be maintained?

[waldron] 27/4/2020 17:27

danj1975
27 Apr '20 - 15:24 - 2292 of 2293
0 0 0
Hi can anyone advise on how the Dividend if paid for rdsa shares? Do the Dutch still retain 15% tax for uk holders? Can this be reclaimed?
Thanks for any advice.

ALAS THE 15pc IS STILL DEDUCTED

[waldron] 27/4/2020 17:23

Brent Crude Oil NYMEX 22.80 -8.10%
Gasoline NYMEX 0.69 -0.74%
Natural Gas NYMEX 1.85 -2.43%
WTI 12.32 USD -26.02%


FTSE 100
5,846.79 +1.64%
Dow Jones
24,077.1 +1.27%
CAC 40
4,505.26 +2.55%
SBF 120
3,551.45 +2.51%
Euro STOXX 50
2,882.09 +2.62%
DAX
10,659.99 +3.13%
Ftse Mib
17,324.88 +2.76%



Eni
8.404 +1.87%


Total
32.25 +1.22%



Engie
9.314 +0.74%



Bp
314 +1.75%

Vodafone
110.8 +1.35%

Royal Dutch Shell A
1,398.6 +1.41%



Royal Dutch Shell B
1,366.2 +1.32%

[danj1975] 27/4/2020 15:24

Hi can anyone advise on how the Dividend if paid for rdsa shares? Do the Dutch still retain 15% tax for uk holders? Can this be reclaimed?Thanks for any advice.

[waldron] 24/4/2020 17:20

Brent Crude Oil NYMEX 21.47 +0.66%
Gasoline NYMEX 0.69 +0.82%
Natural Gas NYMEX 1.88 -3.49%
WTI 17.271 USD +0.27%

FTSE 100
5,752.23 -1.28%
Dow Jones
23,469.51 -0.19%
CAC 40
4,393.32 -1.30%
SBF 120
3,464.55 -1.22%
Euro STOXX 50
2,808.6 -1.80%
DAX
10,336.09 -1.69%
Ftse Mib
16,891.03 -0.71%


Eni
8.25 -2.62%


Total
31.86 -1.73%



Engie
9.246 +0.48%



Bp
308.6 -2.83%

Vodafone
109.32 +1.49%

Royal Dutch Shell A
1,379.2 -3.13%



Royal Dutch Shell B
1,348.4 -3.69%

[waldron] 23/4/2020 17:27

Brent Crude Oil NYMEX 22.31 +9.52%
Gasoline NYMEX 0.73 +5.85%
Natural Gas NYMEX 1.98 -3.65%
WTI 18.149 USD +24.92%

FTSE 100
5,826.61 +0.97%
Dow Jones
23,752.31 +1.18%
CAC 40
4,451 +0.89%
SBF 120
3,507.49 +1.05%
Euro STOXX 50
2,852.46 +0.61%
DAX
10,513.79 +0.95%
Ftse Mib
17,006.46 +1.44%



Eni
8.472 +1.49%



Total
32.42 +4.19%


Engie
9.202 +0.72%




Bp
317.6 +2.20%

Vodafone
107.72 +0.47%

Royal Dutch Shell A
1,423.8 +2.79%



Royal Dutch Shell B
1,400 +3.73%

[waldron] 22/4/2020 17:31

Brent Crude Oil NYMEX 20.74 +7.29%
Gasoline NYMEX 0.70 +22.39%
Natural Gas NYMEX 2.03 +2.62%
WTI 14.596 USD+4.37%


FTSE 100
5,770.63 +2.30%
Dow Jones
23,487.89 +2.04%
CAC 40
4,411.8 +1.25%
SBF 120
3,470.94 +1.19%
Euro STOXX 50
2,834.9 +1.48%
DAX
10,415.03 +1.61%
Ftse Mib
16,761.66 +1.89%


Eni
8.348 +4.87%

Total
31.115 +4.76%


Engie
9.136 -0.91%

Bp
310.75 +6.00%

Vodafone
107.22 +1.28%

Royal Dutch Shell A
1,385.2 +5.74%


Royal Dutch Shell B
1,349.6 +4.7