Shell Share Discussion Threads

[montyhedge] 28/2/2020 10:44

Gas price is below cost price.

[essentialinvestor] 28/2/2020 10:40

It's not just oil though, for Shell Nat Gas prices may be hurting more.

A few more days of these markets and will have to skip the V power pump ).

[montyhedge] 28/2/2020 10:39

If Brent stays under $50 will be a stretch to keep paying in full.OPEC won't cut production, this is the chance to put US shale out of business. This summer massive of debt payments due from US shale, under $50 for WTI a lot can't survive in my opinion.

[maywillow] 28/2/2020 10:21

the honey is the divi money, honey

we shell be back

and do it again



But perhaps not this year

[spud] 28/2/2020 10:21

I hope so!spud

[montyhedge] 28/2/2020 10:17

Brent 49.95, 30th April something will have to give, I reckon buybacks suspended.

[lippy4] 28/2/2020 10:17

just look at how cheap those buy backs are,cheap as chips..

watching the total value of one's income portfolio worth devastated,so all you guys thinking its all honey its not..

[spud] 28/2/2020 10:16

Hopefully they'll stop the crazy buybacks in order to conserve the cash. spud

[maywillow] 28/2/2020 09:57

CASSINI
28 Feb '20 - 09:47 - 10229 of 10231
0 0 0
There's about 364p/share cash in the accounts so I don't think they need to borrow to pay the dividend. Dividend (historical) is at 8.6% - as of last close I suppose.

MONEY ALREADY BORROWED

TAKE A LOOK AT DEBTORS

IT ROSE THRU OUT 2019

ALSO NET CASH IS NEGATIVE

Having said that, i do believe shell just about covers the divi and as you say should not need to borrow further amounts

[tornado12] 28/2/2020 09:50

The extra backup for divi will be same as 2014 and that is the script. But Shell in better shape from cost base perspective today and Im sure like all they will cut again to preserve cash and maintain acceptable balance sheet

[stewart64] 28/2/2020 09:49

Ftse 100 total return at 6080 back to early March 17 so that's 3 years of growth and dividends wiped in days. As wealth is relative not absolute I rather enjoy these meltdowns even as my wealth takes a dent. I'm probably more in cash than most anyway.

[cassini] 28/2/2020 09:47

There's about 364p/share cash in the accounts so I don't think they need to borrow to pay the dividend. Dividend (historical) is at 8.6% - as of last close I suppose.

[maywillow] 28/2/2020 09:46

Dow is set to drop 700 points after Thursday’s massive tumble amid coronavirus fears
Published Thu, Feb 27 20206:02 PM ESTUpdated Moments Ago
Fred Imbert
@foimbert
Eustance Huang
@EustanceHuang
Key Points

As of 4:40 a.m. ET, Dow Jones Industrial Average futures indicated an implied opening loss of more than 700 points.
S&P 500 and Nasdaq 100 futures also pointed to a lower open on Friday.
The Dow plummeted nearly 1,200 points on Thursday — its biggest one-day point drop ever — as worries over the coronavirus possibly spreading sent stocks spiraling lower.

[kkclimber56] 28/2/2020 09:43

Presumably all employee stock options awarded over last decade are now well out of the money.

[crossing_the_rubicon] 28/2/2020 09:39

In 5 years Shell will be a dinosaur!!!

:)

[w1ndjammer] 28/2/2020 09:32

monty

shell look at a five year horizon not next quarter..........

WJ.

[montyhedge] 28/2/2020 09:25

The 4th quarter cash flow just about covered the dividend, next quarter 30th April, how will they pay, borrow money I suppose.The need oil a lot higher.

[maywillow] 28/2/2020 09:17

Dow set to drop 600 points after Thursday’s massive tumble amid coronavirus fears
Published Thu, Feb 27 20206:02 PM ESTUpdated 8 min ago
Fred Imbert
@foimbert
Eustance Huang
@EustanceHuang
Key Points

As of 4:05 a.m. ET, Dow Jones Industrial Average futures were 446 points lower, indicating an implied opening loss of more than 637 points.

S&P 500 and Nasdaq 100 futures also pointed to a lower open on Friday.

The Dow plummeted nearly 1,200 points on Thursday — its biggest one-day point drop ever — as worries over the coronavirus possibly spreading sent stocks spiraling lower.

[p0pper] 28/2/2020 09:14

What's the DOW futures at the moment? anyone? cheers

[au24] 28/2/2020 09:14

Not pretty.

Just keep the divi rolling in.

[gswredland] 28/2/2020 09:11

Tend to agree tornado.
Sub 14 would be an amazing point to buy in

[tornado12] 28/2/2020 08:38

Agree Monty the dynamics are incredible across whole market. It’s going sub £16 and probably sub £14 but I see only as a great opportunity that I may not have again before I retire. The lofty DOW is a massive problem and will drop FTSE automatic without almost reason

[montyhedge] 28/2/2020 08:32

Be careful buy on dip boys, Dow looking ugly again, Brent near that $50.