Shell Share Discussion Threads

[la forge] 04/3/2020 11:41

AGREE WITH spudspud regarding divi but not sure about buybacks as yet

spud
4 Mar '20 - 11:35 - 10359 of 10359
0 0 0
No divi cut but a rowback on the buybacks imo.

spud

[spud] 04/3/2020 11:35

No divi cut but a rowback on the buybacks imo.

spud

[yellow122] 04/3/2020 11:29

Good article and I’ve seen a number from the other “fools”

No doubt in my mind this is a decent stock long term.. it’s 10% of the ftse 100 alone, so if you think the impact has had on the share price from the sell off from funds and what not alone. I guess the opposite will be true when the ftse 100 eventually goes higher.

How many of you are worried about a dividend cut given the unique situation?

Also, Goldman’s and the whole investment industry is bearish on energy. Are we wrong?

[my retirement fund] 04/3/2020 11:28

Good to see some normality returning here today.

[crossing_the_rubicon] 04/3/2020 11:27

"badtime4 Mar '20 - 09:46 - 10350 of 10355
What’s a septic?"


An American :)

[la forge] 04/3/2020 11:15

Shares in Shell are dirt cheap! Here’s what I’d do now

Rupert Hargreaves | Wednesday, 4th March, 2020

The Royal Dutch Shell (LSE: RDSB) share price has plunged in value over the past 12 months. Including dividends to investors, the stock has declined 21% over the past year. That suggests it’s underperformed the FTSE 100 by 20% over this time frame.

The sell-off has only accelerated in recent weeks. Over the past month, shares in the oil major have declined by nearly 11%, underperforming the UK’s leading blue-chip index by 4%.



There are a handful of reasons why this dividend champion has lagged the market recently. First off, falling oil prices have weighed on Shell’s earnings. According to recent trading updates from the company, profits dropped by more than 50% in the fourth quarter of 2019. This decline forced management to slow the pace of the group’s share buyback policy and put further cash returns at risk.

Unfortunately, it doesn’t look as if the business is going to get any relief at any time soon. Oil prices have continued to trend downwards since the beginning of 2020.

What’s more, the coronavirus has sent shockwaves around the global economy. As yet, it’s not clear what impact this will have on global oil demand. But initial indications suggest demand has slumped, and that’s terrible news for hydrocarbon produces.
Green energy

As well as falling oil prices and demand disruption, Shell is also under pressure from investors to increase its green energy spending. The company says it’s devoting around 10% of its annual capital spending budget to green projects. However, some analysts have speculated this might not be enough.

As well as this outlay, Shell is continuing to spend tens of billions of dollars every year on new hydrocarbon projects. There are growing fears the group could be throwing this money away as the world moves away from fossil fuels.

These worries are weighing on the stock price. Pressure from activists to get investment managers to divest fossil fuel holdings could also be having an impact.

All of the above have contributed to Shell’s recent share price decline. However, this could be an excellent opportunity for long-term income investors to buy a share of this global energy champion.
Long-term potential

While demand concerns are worrying, they’re likely to be temporary. When the global economy roars back to life, oil demand and the oil price should rise. On top of this, while there’s a genuine risk that Shell could end up owning billions of dollars of stranded assets, management seems to be taking action to minimise the risk of losses for investors.

Therefore, from a long-term perspective, Shell’s outlook doesn’t look as dismal as it does today. On top of this, right now you can snap up shares in the oil giant for just 9.2 times earnings. That suggests the stock offers a margin of safety at current levels.

The shares also offer a dividend yield of 8.5%, nearly double the FTSE 100’s, suggesting investors will be paid to wait for the stock to recover. Therefore, now could be a great time to take advantage of the market’s short-term outlook and buy Shell.

Motley Fool UK

[la forge] 04/3/2020 10:38

5 March 2020

178th (Extraordinary) Meeting of the OPEC Conference
Vienna, Austria

6 March 2020

8th OPEC and non-OPEC Ministerial Meeting Vienna, Austria

[la forge] 04/3/2020 10:09

Markets
Dow futures are set to jump 500 points as Biden scores an early lead on Super Tuesday
Published Tue, Mar 3 202010:48 PM ESTUpdated Moments Ago

[grupo guitarlumber] 04/3/2020 09:48

POP UP NOW 400


Dow futures indicate more than 400-point pop as Biden scores early lead on Super Tuesday
Published Tue, Mar 3 202010:48 PM ESTUpdated 2 hours ago
Thomas Franck
@tomwfranck
Key Points

U.S. stock index futures pointed to a higher Wednesday open as early voting on Super Tuesday showed former Vice President Joe Biden notching key wins.
As of 2:11 a.m. ET on Wednesday, Dow Jones Industrial Average futures indicated a pop of about 420 points at the open.
Investors have long applauded Biden for his middle-of-the-road tact in contrast to the more-progressive policies of Sens. Bernie Sanders and Elizabeth Warren.

[badtime] 04/3/2020 09:46

What's a septic?

[fardels bear] 04/3/2020 09:42

So, for the oldies amongst us, what does he mean by a pop?I know what I mean by it but he's presumably a septic so it pays to check.

[la forge] 04/3/2020 08:40

Dow futures indicate more than 400-point pop as Biden scores early lead on Super Tuesday
Published Tue, Mar 3 202010:48 PM ESTUpdated an hour ago
Thomas Franck
@tomwfranck

[xxxxxy] 04/3/2020 08:07

Coronavirus considerations.htTps://www.google.com/amp/s/www.nytimes.com/2020/03/04/world/coronavirus-news.amp.html

[waldron] 04/3/2020 06:45

arkets
Dow futures indicate more than 350-point pop as Biden scores early lead on Super Tuesday
Published Tue, Mar 3 202010:48 PM ESTUpdated 30 min ago
Thomas Franck
@tomwfranck
Key Points

U.S. stock index futures pointed to a higher Wednesday open as early voting on Super Tuesday showed former Vice President Joe Biden notching key wins.
As of 12:56 a.m. ET on Wednesday, Dow Jones Industrial Average futures indicated a pop of about 371 points at the open.
Investors have long applauded Biden for his middle-of-the-road tact in contrast to the more-progressive policies of Sens. Bernie Sanders and Elizabeth Warren.

[waldron] 04/3/2020 06:41

European markets to open slightly higher as investors monitor virus spread and Fed’s surprise cut
Published Wed, Mar 4 20201:31 AM EST
Holly Ellyatt
@HollyEllyatt
Key Points

Global markets will be continuing to react to the U.S. Federal Reserve announcing an emergency 50 basis point cut to interest rates on Tuesday.
Europe’s Stoxx 600 initially rose more than 3% on the news, but later pared gains to close 1.2% higher. In the U.S., stocks also initially rose but then fell sharply in volatile trading.

European markets are expected to open broadly higher Wednesday following the U.S. Federal Reserve’s surprise rate cut on Tuesday.

London’s FTSE index is seen opening 9 points higher at 6,718, Germany’s DAX is expected to open 43 points higher at 11,957, the French CAC up 13 points at 5,383, but Italy’s FTSE MIB is seen opening 114 points lower at 21,665, according to IG.

Global markets will be continuing to react to the U.S. Federal Reserve announcing an emergency 50 basis point cut to interest rates on Tuesday. Europe’s Stoxx 600 initially rose more than 3% on the news, but later pared gains to close 1.2% higher. In the U.S., stocks also initially rose but then fell sharply in volatile trading.

[ftl] 03/3/2020 23:31

Reading Monty's posts reminds me of what this poor fella had to put up with

[fjgooner] 03/3/2020 23:24

Can anyone spot a problem here?

------------
montyhedge IAG BOARD
2 Mar '20 - 09:39 - 13393 of 13417
Some posters just like to gloat, I only post if I have a position long or short.

montyhedge THIS BOARD
3 Mar '20 - 20:53 - 10337 of 10341
No I closed my short, nice profit, no position
------------

Why is this muppet still posting here any more?

This poster is a complete disgrace.

[montyhedge] 03/3/2020 22:29

Thanks boys I have just seen I have the most followers on ADVFN, plus Chelsea win tonight, brilliant.

[fardels bear] 03/3/2020 22:10

Christ. Didn't anybody kill you yet?

[montyhedge] 03/3/2020 20:53

No I closed my short, nice profit, no position, short IAG, airlines still further to fall.

[yellow122] 03/3/2020 19:48

They can’t not cut, maybe not the level some want

These are uncharted territories and while I see your logic, they also have to consider other repercussions. theres no playbook here for them to follow