Royal Dutch Shell Investors - RDSB

Royal Dutch Shell Investors - RDSB

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Stock Name Stock Symbol Market Stock Type
Royal Dutch Shell Plc RDSB London Ordinary Share
  Price Change Price Change % Stock Price Last Trade
37.60 2.42% 1,594.00 16:35:15
Open Price Low Price High Price Close Price Previous Close
1,592.60 1,577.40 1,629.60 1,594.00 1,556.40
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waldron: Shell Changes: What Should Investors Do? Royal Dutch Shell is proposing to turn its back on the Netherlands and create a single share class in London, but what does that mean for investors? James Gard 16 November, 2021 | 3:32PM UK investors wanting to trade shares in Royal Dutch Shell have for years been faced with the dilemma of which one to choose. Unusually, the company trades on the FTSE 100 with two tickers, and is the only stock to do so. But many would struggle to explain the difference. Now, under plans put forward by the oil major, these two share classes could become one as the company ditches the “Royal Dutch” and moves its headquarters to London. The move comes just weeks after activist investor Third Point revealed plans to split Shell up, though it hadn't specifically proposed this latest course of action. The current set-up is quite complex and the aim is to simplify this. At the moment, Shell trades under tickers “RDSA” and “RDSB”, with the “A” shares subject to a 15% tax on dividends imposed by the Netherlands; “B” shares don’t, and are the ones usually favoured by UK investors, and trade at a (modest) premium to the A shares.(The A shares, on November 16, were at £17.05 and the B shares stood at £17.09.) “A” shares pay out in euros and “B” shares in pounds sterling, although the figure quoted is $0.24 for the latest quarter. By having a single pool of ordinary shares, Shell hopes to speed up its plans to buy back shares, which is one of the planks of its post-pandemic appeal to shareholders. This matters a lot for income investors because Royal Dutch Shell pays out billions to shareholders like DIY investors, funds and pensions. In 2020, Shell cut its dividend for the first time since World War II, but has been trying to play catch-up since with raised dividends and share buybacks. Buybacks reduce the number of shares in issue, with the aim of boosting the share price, and are currently in fashion among large FTSE income payers like WPP and Unilever. We wrote about the trend in our recent top FTSE dividend round-up and we plan to cover the topic in more detail this week. Climate Pressure More dramatic changes than a tidying up of the share structure are afoot. As the name suggests, Royal Dutch Shell has roots in the Netherlands and UK. Its headquarters is currently in The Hague but the shares are listed in Amsterdam and London. Under the plans, Shell will have its HQ in London, while its chief executive and chief financial officer will move here too from the Netherlands. Crucially, Shell will move its tax residence to the UK, where ministers have received the news as a “vote of confidence” in British business. Unilever, another company with Anglo-Dutch roots, threatened to go in the opposite direction and shift its base to the Netherlands – but reversed this after a backlash from big UK shareholders. The Dutch government is understandably not delighted by the news, describing it as an "unwelcome surprise". Cynics might say Shell’s decision is not unrelated to the legal pressure the company is under in the Netherlands, where a court ruled its emissions cutting targets are not strict enough. As Morningstar oil analyst Allen Good explains, though, this move is “unlikely do anything to shield the company from recent lawsuits over emissions”--such is the global nature of the oil business and international treaties on carbon emissions. Companies of Shell’s size can’t use regulatory arbitrage even if the option was there. What should investors in Shell do? Naturally, they will be asked to vote on the proposal, which requires at least 75% of shareholders to support it to go ahead. Morningstar’s Good says the proposals won’t have an impact on the company’s valuation. It retains its no-moat rating – downgraded from narrow – and has a 3-star rating. Shares have risen 35% this year as oil prices have soared, but Morningstar still values them at £19.40, above the £17 level they are trading at now. Shell claims a simpler structure will help make its climate transition progress smoother, but Good says the move is unlikely to have any meaningful impact.
septimus quaid: So, nobody apart from a few lefties and virtue signalling politicians/fund managers really give a flying fig? "ESG came in fifth out of five factors in a survey of private investors" hTTps://
waldron: More Shell Shareholders Voice Out Opposition to Third Point's Breakup Proposal 11/01/2021 | 05:02am GMT (MT Newswires) -- Royal Dutch Shell's (RDSA.L, RDSA.AS) top shareholders are poised to reject Third Point's proposal to split the company, The Telegraph reported Oct. 29. The shareholders said separating the Dutch oil and gas major's oil and renewable businesses may negatively impact the company's climate change plan. One institutional investor that owns a comparable shareholding in Shell to Third Point's $750 million stake said the plan may hit the cash flow required for the energy transition. "Maybe what they are thinking is that you can put a big fancy multiple on the renewables business. That doesn’t help the business. That doesn’t help the end goals of decarbonizing the energy system," the investor said. The statement follows top 10 investor Abrdn (ABDN.L) manager Iain Pyle's comments that Third Point's proposal could be difficult and unrewarding and Shell's integrated operations could make it difficult to execute and too complex to add value for investors.
xxxxxy: Shell has posted a drop in profits for the third quarter, just hours after an activist investor demanded a break-up of the company.The oil and gas giant reported adjusted profit of $4.1bn (£3bn), up from $955m a year ago but well below analysts' estimates.The FTSE 100 stalwart blamed a $500m hit from higher costs for the lower profits, as well as a previously-announced $400m impact of Hurricane Ida. It comes after activist investor Third Point launched a shock attack on Shell, calling for the company to be broken up after taking a stake worth around $750mDan Loeb's fund said Shell had "too many competing stakeholders pushing it in too many different directions" and should spin off its oil and refining operations, allowing it to invest more in renewables.Auto updateOn9:44amShell boss defends oil strategyShell chief executive Ben van Beurden has defended his strategy of running the company's oil and renewables divisions side-by-side, and has taken a swipe at activist Third Point.The oil boss has insisted that Shell's legacy oil business is needed to finance the investment in renewable energy, saying its climate strategy will be hard to carry out if it splits.This is the opposite of what Dan Loeb's Third Point wants. In its letter last night, the Wall Street fund called for Shell to be broken up to avoid what it described as conflicting aims among shareholders.On a call with reporters this morning, Mr Van Beuden takes aim at Third Point, saying he doesn't think replacing long-term investors with hedge funds is very helpful as the industry tries to navigate the energy transition.The comments have done little to soothe investor jitters though, with shares slide as much as 3pc during the call.... Daily Telegraph
waldron: Https:// Fuel crisis: City traders circle BP and Shell as they take positions for more price hikes 10/04/2021 | 08:31am BST Investors are not banking on a swift resolution to the UK fuel crisis against a backdrop of continuing queues on forecourts and the Army being put on standby to help with deliveries, according to data shared with City A.M. this morning. Analysis of investor movements with regards to BP, Royal Shell and Glencore shows that investors are increasingly bullish on these stocks as they expect prices will rise further, following their recent strong performance that was partly driven by the UK fuel crisis. Soaring natural gas prices and concerns over possible winter shortages have motivated a number of investors to position accordingly, trading house GraniteShares shared with City A.M.. Figures for the past week show Royal Dutch Shell has seen the volume of funds traded rise by 19 per cent, while the volume traded in Glencore is up 45 per cent. “The oil giants and Glencore have benefited recently from optimism about rising commodities prices and the UK fuel crisis,” said William Rhind, founder and CEO at GraniteShares. “It would appear that investors don’t see an end to that any time soon and are positioning themselves for higher prices,” he said. The post Fuel crisis: City traders circle BP and Shell as they take positions for more price hikes appeared first on CityAM.
waldron: The Royal Dutch Shell share price jumps! Is it too late to buy? Rupert Hargreaves | Friday, 1st October, 2021 The Royal Dutch Shell (LSE: RDSB) share price has jumped 23% over the past six months. Over the past 12 months, the stock’s performance is even more impressive. Shares in the oil major have rallied by more than 80% from their October 2020 levels. Both of these figures exclude dividends paid to investors. Shares in the company have charged higher as oil prices have recovered from their pandemic lows. The price recently hit $80 a barrel, a three-year high. And it’s not just the price of oil that’s been pushing higher. The price of gas has also jumped. These rises are causing havoc within the UK energy market. Several suppliers have failed lately, unable to pass these costs onto consumers. But for Shell, these price rises could produce windfall profits for the group. Royal Dutch Shell share price outlook We can get some idea as to the impact higher commodity prices are having on the group’s finances from its second-quarter results. The company reported adjusted earnings of $5.5bn for the three months through to the end of June. That was compared to a profit of $638m for the same period a year earlier. With profits surging, Shell was able to boost its dividend for the second consecutive quarter. It also launched a $2bn share repurchase programme. The stock currently yields 3%. Based on the recent commodity price action, I reckon the company could be on track to report another bumper set of results for the third quarter. It may even see this favourable environment continue into the fourth quarter. I realise some investors might not be celebrating the impact higher oil prices are having on the Royal Dutch Shell share price. In recent years, investors and asset managers have been selling the stock to try and put pressure on the business to reduce emissions as well as oil and gas output. Rising prices may reverse this trend. As such, the stock may not be suitable for all investors. The shift to renewables Still, I think the current boom in oil prices shows that the world’s not yet ready to move away from fossil fuels. At the same time, rising profits will provide a cash infusion for Shell to invest in renewable projects. I think this is important because management needs to think about the future. The group cannot rely on high oil prices forever. As the past two years have shown, oil prices can be incredibly volatile. With extra cash to spend, Shell may be able to accelerate its shift towards cleaner energy. Overall, I think the Royal Dutch Shell share price still offers value. The stock’s recent performance reflects its booming profits, which could help the group secure its future. With these factors in mind, I’d be happy to add the shares to my portfolio. The Motley Fool UK
waldron: European markets set for slightly higher open as global sentiment remains tepid Published Fri, Sep 17 20211:30 AM EDT Elliot Smith @ElliotSmithCNBC Key Points August’s U.K. retail sales are due before the bell on Friday, while a slew of euro zone harmonized inflation figures are expected later in the morning. Investors in recent days have been reacting to softer U.S. inflation data which tempered expectations of imminent tapering of asset purchases by the Federal Reserve, and weak retail sales figures from China, which suggested a slowdown in the global economic recovery. LONDON — European markets are set to nudge higher on Friday, outpacing other major markets as global investors continue to weigh the prospect of slowing economic growth. Britain’s FTSE 100 is seen around 40 points higher at 7,067, Germany’s DAX is set to climb around 80 points to 15,732 and France’s CAC 40 is expected to add around 39 points to 6,661, according to IG data. Shares in Asia-Pacific were mixed on Friday after taking losses for much of the week as concerns about China’s regulatory crackdown and slowing global growth weighed on risk sentiment. China Evergrande Group shares continued to plummet amid fears over its debt problems. Stateside, stock futures were muted in early premarket trading as investors remain cautious during the traditionally weak month of September.
waldron: European Oil Majors Could Soon Face An Avalanche Of Lawsuits By Irina Slav - Sep 10, 2021, 4:18 PM CDT It was only a matter of time, really. Ever since a Dutch court ordered Shell to cut its carbon emissions by 45 percent by 2030, it opened the gates to a lot more environmental litigation against the oil industry. And now, after the release of the IPCC's latest and expectedly alarming climate report, it seems to be a good time for more litigation. Earlier this year, a court in The Hague told Shell to reduce the carbon emissions of its products, the emissions coming from its suppliers, and those generated by people using the company's products by 45 percent from 2019—and to do it by 2030. This was a landmark ruling that caused a wave of joy among environmentalist groups: "This is a monumental victory for our planet, for our children and is a step towards a liveable future for everyone. The judge has left no room for doubt: Shell is causing dangerous climate change and must stop its destructive behaviour now," said the director of Friends of the Earth, the group that had brought the emissions case against Shell. A few months later, the Australasian Centre for Corporate Responsibility filed a lawsuit against Australian energy major Santos, challenging Santos' claims that natural gas provided clean energy and questioning the company's net-zero emission plans. "Santos' 'clean energy' and 'net zero' claims pose a major risk to investors as it becomes increasingly more difficult to differentiate between companies taking genuine action versus those relying largely on offsets or unproven technologies," said Dan Gocher, director of climate and environment at the ACCR, also saying that "Santos has perfected the art of greenwashing, and shareholders continue to be misled by Santos' clean energy claims." These could be the first signs of a major shift in the oil industry. Bloomberg this week reported environmentalist groups are telling energy companies they'll see them in court, as Greenpeace tweeted, following the release of the report. The trigger: the latest climate report by the Intergovernmental Panel on Climate Change. The report, published last month, attributed—with a high to an extremely high degree of likelihood—the accelerated and increasingly dramatic changes in the planet's climate to our use of fossil fuels and the resultant emissions. This made Big Oil the biggest and easiest target for climate-related litigation. "For young people who are arguing that they will be affected [by climate change] in the future, this report is useful for them," said Louise Fournier, legal counsel at Greenpeace, as quoted by Bloomberg. Fournier also said Greenpeace will be among claimants, too. And net-zero commitments that energy companies have rushed to make seem to be irrelevant. "We're going to see copycat cases happening in jurisdictions against corporations using similar arguments to the Shell case," Bloomberg quoted Rupert Stuart-Smith, member of the Oxford University's Sustainable Law Programme's management team, as saying. And thanks to the IPCC's latest report, which outlines a climate situation more urgent than the panel's previous reports, litigants in Europe will be able to claim greater damages and demand greater compensation, according to the counsel who represented Friends of the Earth in their case against Shell. The European Union is doing its best to maintain its reputation as a low-carbon pioneer lately, with its Green Deal that has tied economic recovery from the pandemic to achieving certain low-carbon energy goals. In this environment, activists have a much better chance—and have already booked several successes—of suing Big Oil for its business. This does not seem to be the case in the United States, despite the litigious culture. In fact, so far cases brought against Big Oil majors on environmental grounds have consistently failed in court. Some cases have been dismissed by judges; others Big Oil has straight out won, such as Exxon, which won in a New York lawsuit alleging it misled investors with regard to accounting for the costs associated with climate change. Even if there are a lot more court cases in the U.S. surrounding climate-related topics, the chances of any of these actually succeeding are slim, Bloomberg reports, citing legal experts. This is simply because of the legislative framework in the country, which is very different from that in European countries. "The IPCC report does nothing to change the primary problem for U.S. climate litigants -- the U.S. legal system isn't set up to handle this type of claim," the report cited Brandon Barnes, a senior litigation analyst with Bloomberg Intelligence, as saying. "A climate liability claim against a company or group of companies is always going to fail unless Congress changes the laws around liability. Until then, the courts are going to continue to punt the issue to the legislative branch.” As annoying as this may be for would-be litigants, there are other ways to pressure U.S. companies into doing certain things, the most popular through activist investors. These got a research boost this week, with two reports calling for a major cut in oil and gas production. One was a report by Carbon Tracker, which urged Big Oil to start planning for 50-percent lower oil and gas output in the future if they want their business to be aligned with the Paris Agreement targets. The other was a study that said the world needed to keep 60 percent of untapped oil in the ground if it was to meet those targets. Those two, the IPCC report and the doubtless dozens of more reports on the subject bound to keep coming out should provide enough of a basis for investor pressure on the "unsuable" U.S. Big Oil. By Irina Slav for
adrian j boris: Market Report Market Preview Proactive 12:48 Wed 28 Jul 2021 BT Group, Lloyds, and Shell in spotlight for Thursday BT Group, Lloyds and Shell are among the notable names in the diary for Thursday. BT Group PLC - BT Group, Lloyds, and Royal Dutch Shell Plc in spotlight for Thursday BT Group PLC (LSE:BT.A) (LON:BT.A) is due to deliver a trading update on Thursday as investors keep a wary eye on the telecom giant’s operating trends amid the pressures of the pandemic, competition and regulatory changes. For the first quarter, analysts at UBS are expecting some improvement for the firm as the effects of the pandemic reduce, although they added that revenues are likely to remain under pressure. Despite this, analysts said they expected earnings to be helped by cost savings and accounting effects, predicting earnings (EBITDA) of £1.8bn for the quarter and revenues of £5.15bn. Investors eyes peeled for Lloyds dividend Retail investors’ favourite Lloyds Banking Group Plc (LSE:LLOY) PLC is expected to post a second-quarter adjusted profit before tax of £1.45bn and a CET1 of 16.6%. In the past, the company has been a favourite of income investors and shareholders would probably like at least a nod and a wink as to how high the dividend is likely to be and how soon Lloyds can return to the ranks of the FTSE 100’s top dividend payers, but it has been suggested that with Charlie Nunn not having been in the chief executive’s role for long he will be reluctant to change too much too soon. Shell to be confirmed most profitable major At Royal Dutch Shell Plc (LSE:RDSA) there's plenty of talking and planning around ‘transition217; and carbon reduction. At the same time, it is arguably positioned best to capitalise on recently strong oil prices. Indeed, in a preview note, UBS called it the “most profitable of the majors”. UBS - which rates Shell as a ‘buy’ with a 1,860p - expects the oiler to report US$5.5bn of net income which would mark a 28% improvement quarter-on-quarter. “We expect Shell to retain its position as the most profitable of the majors,” the Swiss bank said in the note. “Whether it is also the most cash generative is likely to be dependent on the level of working capital build this quarter but we fully expect underlying CFFO generation to be the best as well.” Thursday July 29
the grumpy old men: Is Royal Dutch Shell Stock a Buy? Shell had a solid plan for the future. Or at least it did until things got a little more complicated. What should investors do now? Reuben Gregg Brewer (TMFReubenGBrewer) Jun 4, 2021 at 11:25AM Author Bio Royal Dutch Shell (NYSE:RDS.B) is one of the largest integrated energy companies on Earth. That has put it in the crosshairs of environmentalists looking to take on global warming. The company has started to do something about this issue, but it may not be enough to satisfy detractors. That could make life much more difficult for Shell and its shareholders. The big change Shell made the very difficult decision in 2020 to cut its dividend by a huge 65%. There were two reasons why the giant energy company took this step. First, drilling for oil requires a lot of capital investment, and at the time weak oil prices were making it difficult to fund spending needs. Second, the company announced plans to alter the makeup of its business, shifting toward growth in cleaner energy businesses and reducing its emphasis on oil. A smiling person in front of wind turbines. Image source: Getty Images. That second announcement was notable, as it meant that Shell had heard what investors, governments, and environmentalists were saying about reducing carbon and it was taking action. Some of its peers, notably Chevron and ExxonMobil were, and for the most part still are, dragging their feet on this front. Shell's goal is to get to net zero carbon by 2050, with interim goals of a 20% reduction by 2030 and a 45% reduction by 2035. There are a lot of moving parts to this plan, but it entails reducing oil production, increasing natural gas exposure, and ramping up investment in renewable energy. Shell is not new to the clean energy space either, so it has some expertise to build off of. The goals seem reasonable, but there's one key thing investors have to remember -- the oil business, though shrinking, is helping to fund the transition to a cleaner future. A wrench in the gears Everything seemed lined up for Shell. It had even gotten back to increasing its dividend, now having raised it twice since the cut. That was meant as a sign to investors that the company was financially strong and could be trusted to address clean energy concerns and maintain a growing dividend over time. Based on shareholder proxy voting, investors appeared pleased with the direction the company was heading. Then Shell lost a court case in Europe around its environmental impact. TOT Dividend Per Share (Quarterly) Chart TOT Dividend Per Share (Quarterly) data by YCharts The big takeaway from the case is that Shell was told to increase the pace of its clean energy transition. The court mandated target for carbon emission reduction was 45% by 2030. That pushes forward the 2035 goal by five years, but means more than doubling the carbon reduction originally planned for 2030. This is a massive change. The company responded by outlining the steps it has taken so far and plans to take in the future. And by saying it will appeal the decision. That is the logical step for Shell, but investors need to consider what happens if it loses this fight. Most notably, it will likely have to divest more oil assets to meet the court's mandate. That means less revenue to support the shift toward clean energy. In turn, this will probably lead to increased use of the balance sheet to fund the transition. That is not an ideal solution. What to do about it? At this point, nothing is likely to happen in the near term. However, investors looking for a long-term energy investment might want to step back here and rethink how they go about putting their money to work. This isn't to suggest that Shell is a bad company, only that the court loss raises the risks for this energy company in an unpredictable way. The best alternative right now is likely Total (NYSE:TOT), which is going down a similar clean energy path, has maintained its dividend, and has shareholder support for its transition. Alternatively there is BP, but the company's 2020 dividend cut and high leverage compared to peers are issues that some may, justifiably, find concerning. That said, be prepared, if Shell does end up losing this fight, it is likely that other energy names will find themselves facing similar problems down the line. Should you invest $1,000 in Royal Dutch Shell plc right now? Before you consider Royal Dutch Shell plc, you'll want to hear this. Our award-winning analyst team just revealed what they believe are the 10 best stocks for investors to buy right now... and Royal Dutch Shell plc wasn't one of them. The online investing service they've run for nearly two decades, Motley Fool Stock Advisor, has beaten the stock market by over 4X.* And right now, they think there are 10 stocks that are better buys. See the 10 stocks *Stock Advisor returns as of May 11, 2021 This article represents the opinion of the writer, who may disagree with the “official̶1; recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer. Reuben Gregg Brewer owns shares of Total SA. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
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