Shell Share Discussion Threads

[tornado12] 08/9/2021 19:16

So now we will have RDSAs in the daily BB plan. These are absolute steal at these prices and for any long term investor Shell are right to reduce the share pool and increase the divi sustainability. If we can finally get covid under control the world still needs a lot of oil in medium term , no doubts !

[florenceorbis] 08/9/2021 16:33

Royal Dutch Shell a
1,436.6 -0.39%



Royal Dutch Shell b
1,438 -0.18%

[the white house] 08/9/2021 15:53

Jumpin' Jack Gas....wowser 8pc

[adg] 08/9/2021 10:38

Just noted bid momentarily for RDSB went above bid for RDSA for the first time I remember in a long long time
Probably means something….

[misca2] 07/9/2021 11:56

Spanners in the gasworks


[...]


biznesalert.com/the-end-of-nord-stream-2-construction-is-just-the-beginning/

[la forge] 07/9/2021 10:40

Europe’s High Energy Prices Are Just The Beginning
By Julianne Geiger - Sep 06, 2021, 3:30 PM CDT

European energy prices might be at record levels, but there is still room for prices to run, according to a Bloomberg analysis.

Of course, natural gas prices are soaring everywhere—not just in Europe. The U.S. benchmark price for natural gas has nearly doubled over the last year, with front-month Henry Hub prices reaching $4.690/MMBtu as of September 6. And that’s despite record natural gas production in hot basins like Appalachia.

But U.S. gas exports are soaring more, hitting all-time records.

For Europe, which is coming off pandemic restrictions, the increased demand for natural gas and electricity as people return for work is triggering higher prices, and therefore inflation. Germany is battling the highest inflation since 2008, thanks to higher energy prices.

Typically, demand for natural gas this time of year is still low.

Today’s high prices, at a time when demand is typically low, are worrisome for Europe, which is now looking at a difficult winter, with natural gas inventories at painfully low levels.

The situation isn’t helped any by wind power, either, because low wind speeds and high temps are tamping down renewable power production, and in the process, paving the way for higher coal consumption.

And if Europe is still hoping that its own fossil fuels would prevent a winter price crunch for power, it would be wrong. According to Bloomberg, several production outages and declining gas fields have helped to send natural gas prices trading at a premium to crude oil.

Some estimates see retail consumers paying 20% more for utility bills.

Julien Hoarau, head of Engie SA’s analytics unit EnergyScan, said that Europe’s problems haven’t even started yet.

By Julianne Geiger for Oilprice.com

[my retirement fund] 07/9/2021 09:28

The purchase of BG Group back in 2015 looking like a very smart move indeed now given the current and future projections of gas wholesale prices.

[dudishes] 07/9/2021 08:36

Aye, hot already -breakfast in garden! Bit of luck, have got one right?

See FROG for the rest.

[waldron] 07/9/2021 08:05

enjoy yer day

looks like it will be a hot one

take care

[dudishes] 07/9/2021 03:18

Tks to Waldron, update on much research, that I failed to do. Tip came from elsewhere.

4pts up, could do worse on my gold shares, stagnant.

cheers

[the grumpy old men] 06/9/2021 19:51

6 september 2021, 18:00
61

Nord Stream 2 AG: the last pipe has been welded in Baltic Sea

The pipeline is expected to begin commercial flows this year, giving Gazprom a new direct supply link to Germany

Nord Stream 2 AG: the last pipe has been welded in Baltic Sea

Source: Nord Stream AG

Moscow, September 6 - Neftegaz.RU. Today, specialists on the laybarge Fortuna welded the last pipe of the 2 strings of the Nord Stream 2 pipeline.
The pipe № 200 858 will be lowered onto the seabed in German waters.

As the next step, the section of the pipe coming from the German shore will be connected to the section coming from the Danish waters in a so-called above water tie-in.
Afterwards, the required pre-commissioning activities are carried out with the goal to put the pipeline into operation before the end of this year.

In August, Gazprom said that Nord Stream 2 might supply 5.6 billion m3 of gas to Europe this year.
Gazprom's estimate for throughput this year is roughly a 10th of the annual nameplate amount, suggesting that if the pipeline is pressured up in the autumn, then flows could start some time in November.

Ukraine fears the pipeline will strengthen Russia’s influence and the country will lose about $3 billion a year in gas transit fees.
Part of the agreement is Germany’s commitment to help Ukraine in negotiating an extension to its current transit agreement with Russia.

Germany has also guaranteed it will reimburse Ukraine for gas transit fees it will lose from being bypassed by Nord Stream 2 until 2024, with a possible 10-year extension.

Nord Stream 2 could carry hydrogen in the future and would be ready to do so within 10 years.

To read the news in Russian

Source : Neftegaz.RU

[xxxxxy] 06/9/2021 19:01

tony gilbert5 Sep 2021 6:27PM"With Vladimir Putin restricting the flow of gas into Europe we should be praying for a mild winter" No, we should be hoping for a long, cold winter. This will be the only way to impress on the UK public the criminal irresponsibility on the part of the government in pushing for NetZero.358LikeReplyNigel Wheatcroft5 Sep 2021 5:47PMWhat a surprise...Russia using its supply of gas to Europe as a weapon. Who would have thought it.!It just shows the stunning stupidity of our globalist politicians....and they still want to go ahead with even more deals like this.What could possibly go wrong when you become dependent on another country for a crucial supply!345LikeReplyh ysteria5 Sep 2021 5:47PMWell - a few blackouts might concentrate minds to come up with a proper energy policy for an advanced economy .....Note to Civil Servants - wind turbines aren't going to cut it ........ Daily Telegraph

[xxxxxy] 06/9/2021 18:15

Britain forced to fire up coal plant amid record power prices and winter squeezeTwo coal facilities taken off standby as the amount of electricity coming from wind farms falls dramaticallyByRachel Millard6 September 2021 • 4:20pmThe UK has turned to a coal-fired power station to help boost its energy supply after global gas and power prices hit new highs and wind farms produced very low levels of electricity.National Grid ESO, which balances Britain's electricity supply and demand, asked EDF to fire up two units at its West Burton A power station in Lincolnshire. They had previously been on standby.The Government plans to phase-out coal-fired power by 2024 in an effort to slash carbon emissions. Most coal-fired power stations have closed, but some remain available to help meet demand - particularly in emergencies.Wind power now generates about 20pc of UK electricity across the year but varies hugely day by day. On Monday morning, output fell to 474 megawatts compared to a record 14,286 megawatts on May 21, Bloomberg said.At 11am on Monday morning, coal was providing 3.9pc of Britain's power mix; 47pc from gas; 1.9pc from wind; and 11.4pc from solar panels.Daily Telegraph

[waldron] 06/9/2021 15:59

Upcoming events on ROYAL DUTCH SHELL PLC


OCTOBER/28/2021 Q3 2021 Earnings Release

FEBRUARY/03/2022 FY 2021 Earnings Release (Projected)

MAY/05/2022 Q1 2022 Earnings Release (Projected)


DIVI DATES





Divi pay date September 20, 2021






WISHFUL THINKING PERHAPS FOR THE LONG LONG TERM TARGET


Should be fun to chalk it up BOX BY BOX

THE RDSB WISH LIST BOXES togetherwith Broker targets thrown in for good measure to make you laugh,chuckle,smile and or smirk


975 to 1075p
1075 to 1175p
1175 to 1275p
1275 to 1375p
1375 to 1475p$$$$$$$$$$ WE ARE HERE TODAY $$$$$$$$$$$$$$$$$$$
1475 to 1575p
1575 to 1675p
1675 to 1775p$$$$$$$$$$$ BERENBERG
1775 to 1875p
1875 to 1975p$$$$$$$$$$$ JEFFERIES
1975 to 2075p
2075 to 2175p
2175 to 2275p$$$$$$$$$$ RBC



RECENT BROKER TARGETS


Berenberg hiked its target price for Shell's shares from 1,570.0p to 1,720.0p.


Giacomo Romeo from Jefferies retains his positive opinion on the stock with a Buy rating. The target price is slightly modified from 1930 to 1950 GBX.



RBC analyst Biraj Borkhataria maintains his buy rating on the stock. The price target remains at GBX 2,200.




TIMES ARE A CHANGIN AS ARE EXPECTATIONS






31st december 2018 ends with 2340p

DECEMBER 2019 ENDS at 2,239.5

December 2020 ends at 1259.40p

January 2021 ends at 1272.2p

February 2021 ends at 1387.60p

March 2021 ends at 1335p

June 2021 ends at 1399p

July 2021 ends at 1419.8p

August 2021 ends at 1431p

[waldron] 06/9/2021 15:35

MIGHT WELL TREND UP FROM HERE SOME 25pc as 3rd quarter earnings released towards October END especially if dividend pay used to buy more shares


Depends on any adverse affects from the IDA impacts

[waldron] 06/9/2021 15:22

CONTINUE TO STAY ALMOST A PAIR ON PAR


Royal Dutch Shell A
1,444.8 +0.78%



Royal Dutch Shell B
1,443.2 +0.84%

[kelso29] 06/9/2021 11:46

Drectly
BP say on their website that for a year every $0.10 movement in henry hub roughly equals $30m in replacement cost operating profit, which I have calculated to be $89m more profit this quarter compared to Q2 (assuming gas price average is the same for the last 4 weeks of this quarter). I understand that shell does more natural gas than BP.

[la forge] 06/9/2021 10:22

drectly
6 Sep '21 - 09:51 - 18233 of 18233

Wouldnot harard a guess due to affects of IDA and the possibility of hedging

imo, best to await results

[drectly] 06/9/2021 09:51

Does anyone have a rough calculation of the impact of gas prices on Shell profits. Q3 gas price well up on Q2 (I know it can be short term) gas now a major part of their production. Not really showing regards the share price, but must be a significant increase in profit / cash in Q3 ?

[la forge] 06/9/2021 09:43

Royal Dutch Shell plc second quarter 2021 Euro and GBP equivalent dividend payments

Sep 6, 2021

The Board of Royal Dutch Shell plc (“RDS”) today announced the pounds sterling and euro equivalent dividend payments in respect of the second quarter 2021 interim dividend, which was announced on July 29, 2021 at US$0.24 per A ordinary share (“A Share”) and B ordinary share (“B Share”).

Dividends on A Shares will be paid, by default, in euros at the rate of €0.2024 per A Share. Holders of A Shares who have validly submitted US dollars or pounds sterling currency elections by August 27, 2021 will be entitled to a dividend of US$0.24 or 17.38p per A Share, respectively.

Dividends on B Shares will be paid, by default, in pounds sterling at the rate of 17.38p per B Share. Holders of B Shares who have validly submitted US dollars or euros currency elections by August 27, 2021 will be entitled to a dividend of US$0.24 or €0.2024 per B Share, respectively.

Euro and pounds sterling dividends payable in cash have been converted from US dollars based on an average of market exchange rates over the three dealing days from 1 September to 3 September, 2021.

This dividend will be payable on September 20, 2021 to those members whose names were on the Register of Members on August 13, 2021.


Taxation - cash dividend

Cash dividends on A Shares will be subject to the deduction of Dutch dividend withholding tax at the rate of 15%, which may be reduced in certain circumstances. Non-Dutch resident shareholders, depending on their particular circumstances, may be entitled to a full or partial refund of Dutch dividend withholding tax.

If you are uncertain as to the tax treatment of any dividends you should consult your tax advisor.