Shell Share Discussion Threads

[sarkasm] 25/2/2020 12:18

WHY IS YIELD SO IMPORTANT

It is only valid on the day of purchase

for me its the actual dividend payment value thats the important item and the true return on your investment

37p approx each quarter and thats affected by currency impact

i careless for yield but would adore an actual divi increase

[xxxxxy] 25/2/2020 11:50

Yield bought now about 8%

[sarkasm] 25/2/2020 11:33

Seem to be doing more rdsb buybacks too

[fjgooner] 25/2/2020 11:30

These could prove the best value buybacks on the market today at these fire sale prices.

An incredibly good value way of reducing total future dividend bills when the share price corrects back above £28 in the quarters ahead.

I note that the pace of buybacks has increased significantly as the price has dropped below £19. This could well indicate that the appointed broker recognises what could be a very short window of opportunity to acquire Shell shares so incredibly cheaply.

And all at an 8% dividend yield.

No wonder the broker views are issuing yet further BUY recommendations this week: Berenberg at £26.80 and UBS at £24.50.

[sarkasm] 25/2/2020 11:08

rdsb


April 30, 2020 First quarter 2020 results and first quarter 2020 interim dividend announcement


i expect a buying surge starting mid march

[sarkasm] 25/2/2020 11:02

LOL

Bound to be a buying surge as we approach

Dividend Payment date March 23, 2020

especially if share price stays low in the coming weeks

unless they hold off until 1st quarter reporting which i doubt

April 30, 2020 First quarter 2020 results and first quarter 2020 interim dividend announcement

[tday] 25/2/2020 10:36

Damn. Missed it.

[fjgooner] 25/2/2020 10:34

So would 200. What's your point?

[gswredland] 25/2/2020 10:26

Not looking good. 1500 be a great price to buy at!

[sarkasm] 25/2/2020 10:23

Dow set to bounce following its worst drop in 2 years
Published Mon, Feb 24 20206:04 PM ESTUpdated 24 min ago
Yun Li
@YunLi626



Key Points

As of 5 a.m. ET, Dow futures indicated an implied open of more than 80 points.

Futures on the S&P and Nasdaq were both slightly higher.

Investors fled the stock market rapidly in Monday’s session as a surge in coronavirus cases outside of China intensified fears of a prolonged global economic slowdown.

[montyhedge] 25/2/2020 09:45

Why jump in, if Coronavirus ends fair enough. But looks like going to 2016 low of 1525p could be on the cards.Next quarterly figures, won't make pretty reading.

[montyhedge] 25/2/2020 09:42

Below 1800p coming, even these ridiculous buy backs I don't think helping.

[la forge] 25/2/2020 09:21

Shell commences gas exploration in Oman
MUSCAT, 2 hours, 30 minutes ago
Shell has commenced gas exploration and appraisal in central Oman as part of its role in the integrated gas development spearheaded by Oman's Ministry of Oil and Gas, said a report.

The first-of-its-kind, multi-billion dollar project is being carried out in partnership with international and local upstream energy firms, said an Oman Daily Observer report.

The move marks the return of the global energy heavyweight into the Sultanate’s upstream gas sector as an independent investor and operator, said Oman Shell’s Country Chairman Walid Hadi.

Shell, along with energy giant Total, have signed agreements with the Omani government to monetise gas resources in the Greater Barik area (encompassing Blocks 10, 11 and 12) in central Oman. Also participating in the integrated venture are Petroleum Development Oman (PDO) and Oman Oil Company Exploration & Production (OOCEP) — part of OQ (formerly Oman Oil & Orpic Group), said the report.

[supermarky] 25/2/2020 08:47

weak start. more falls in store imo. sorry to be negative. just seeing what I am seeing. Looking forward to gobbling some more of these up as I think this is a real opportunity

[waldron] 25/2/2020 07:03

Europe Markets
European stocks set to open higher despite Italy virus fears
Published Tue, Feb 25 202012:50 AM EST
Holly Ellyatt
@HollyEllyatt



Key Points

European markets are expected to open in positive territory on Tuesday, despite widespread concerns over the spread of the coronavirus in Italy.

London’s FTSE index is expected to open 32 points higher at 7,174, the German DAX up 80 points at 13,107 and the French CAC up 34 points at 5,817, according to IG.

[crossing_the_rubicon] 24/2/2020 21:05

I repeat post 9989

[montyhedge] 24/2/2020 19:02

Have a read.Investors Retreat From Oil Firms in Sign of Rising SkepticismSource: Dow Jones NewsBy Sarah McFarlane Major oil companies are working hard to articulate a vision for their future, but the energy sector's poor performance shows that many investors aren't buying it.Companies including Royal Dutch Shell PLC, BP PLC and Total SA have launched plans to turn themselves into lower-carbon businesses. But with low oil prices pressuring the industry's economics and many investors saying it is too early to know whether the intended transformations will generate significant returns, there is growing skepticism on Wall Street over the sector's future."Just saying that you're going to start a transition doesn't mean you're going to be successful at it," said Fabiana Fedeli, global head of fundamental equities at Netherlands-based Robeco Institutional Asset Management B.V.Major oil companies have limited room to maneuver after last year's lower oil and gas prices hit earnings -- and there is no relief in sight with oil prices down 16% since the start of the year after the coronavirus curbed demand. Energy companies are also under pressure from an expectation that U.S. shale's ability to quickly adjust supply will cap prices over the longer term.The uncertainty has made investors skeptical about whether companies can boost profits and transform through new investments while paying out hefty dividends.Energy has been the worst-performing sector of the S&P 500 for the past decade. "Valuations are telling us that investors are losing confidence in the oil and gas sector," said Nick Stansbury, head of commodity research at the U.K.'s largest asset manager Legal & General Investment Management.In December, the initial public offering of Saudi Arabian Oil Co., known as Aramco, mostly attracted domestic and regional investors. Many institutional investors outside the country passed on the world's largest listing, finding it too expensive, people involved in the IPO said.In another blow to the sector, some investors say some companies' transformation plans don't go far enough. On Shell's latest earnings call last month, Chief Executive Ben Van Beurden made almost as many references to the energy transition and the company's small low-carbon businesses as he did to oil and gas.But Sarasin & Partners LLP, a U.K. asset manager, sold around 20% of its stake in Shell last summer, expressing displeasure with the company's plan to increase fossil-fuel output over the next decade, in an open letter to Shell's chairman."We were extremely disappointed that, despite your public commitment to act on climate change, [Shell] aims to deliver rising fossil fuel production to at least 2030. We do not view this as aligned with the Paris agreement," the letter said.The company has invested $2.3 billion in what is known as new energies, including wind and solar power, since 2016. Over the same period, it spent about $35 billion on its traditional business of exploring for, and producing, oil and gas.Shell's share price has fallen by about 25% in the past year.Another sign that oil stocks are falling out of favor: The dividend yields of companies including Shell, BP, Exxon Mobil Corp. and Norway's Equinor ASA have been rising. The higher yields are partly the result of falling stock prices. Some companies, including BP and Equinor, have raised their dividends in recent weeks.While shareholders benefit from high dividends, the companies' ability to maintain or raise dividends is at risk if oil and gas prices remain low and keep earnings under pressure.Most energy companies pride themselves on preserving their dividends. Exxon has increased its dividend annually for the past 37 years. Shell hasn't cut its dividend since World War II."Lowering the dividend is not a good lever to pull if you want to be a world-class investment case so [we're] not going to do that," said Shell's Mr. Van Beurden.Last year, the weighting of oil-and-gas companies in factor-based indexes -- which enable investors to add exposure to particular attributes of a stock, such as growth and value -- fell in every category, including yield, value and profitability, according to data from global index provider FTSE Russell. Shrinking company valuations also meant the proportion of energy stocks in the S&P 500 fell to 4% in January, its lowest in at least three decades, having peaked at over 14% in 2009.Investors have also stopped rewarding the energy sector for amassing reserves of crude, in a sign that climate concerns are altering the way markets value oil companies.A study published by the National Bureau of Economic Research found that investors view undeveloped crude reserves as a reason to discount a company because of the risk that climate policies will curb future oil demand and leave some resources permanently underground and worthless."I definitely think there will be some resources left in the ground from a carbon-footprint perspective," said Eldar Sætre, CEO of Norway's energy giant Equinor, speaking to The Wall Street Journal at a recent event in London.Write to Sarah McFarlane at [e-mail] (END) Dow Jones NewswiresFebruary 24, 2020 10:48 ET (15:48 GMT)Copyright (c) 2020 Dow Jones & Company, Inc.

[crossing_the_rubicon] 24/2/2020 17:44

"montyhedge24 Feb '20 - 17:39 - 9987 of 9988
Point being reducing not increasing or holding. That's the way big boys are thinking"

It's such a marginal change that it's more likely down to maintaining porty weightings than anything else.

Certainly isn't an inclination of their thinking at all!
If it had been,given how liquid Shell shares are, it'd have been for 1% odd or the like...

[fjgooner] 24/2/2020 17:40

No. He's not.

---

A reminder for anyone spreading mischief on here re Shell's dividend:

"Lowering the dividend is not a good lever to pull if you want to be a world-class investment case so [we're] not going to do that," said Shell's Mr. Van Beurden.

[montyhedge] 24/2/2020 17:39

Point being reducing not increasing or holding. That's the way big boys are thinking.

[crossing_the_rubicon] 24/2/2020 17:36

It was a smidgeon of a reduction.
Cmon Monty you're better than that!