Shell Share Discussion Threads

[fardels bear] 12/3/2020 00:47

So does reinvestment though.

[bo doodak] 12/3/2020 00:31

Didn't word that well at all!

The idea being to hold the shares for life, then scrip offers the possibility of an additional dividend income stream at a later date once the company's cash constraints disappeared.

[fardels bear] 11/3/2020 23:53

Well, you can always sell the scrip shares.

[bo doodak] 11/3/2020 23:44

It could well be a better long term strategy to take the scrip dividend should Shell decide to offer this option at some point to conserve cash, unless of course you require an income stream.

[fjgooner] 11/3/2020 22:19

I wish that I had sold some at 26.47 - last June, I remember it well. Even fondly now ...

Alas I was pre-occupied enjoying a journey with the old lady on a classic steam locomotive - congratulating myself on what a genius investor I had become.

How wrong I was.

Time and time again, I made plans (as fully expressed here at least once) to trim 10% of my Shell holding out to cash here, or 15% out to bonds there. With a view to balancing a 50% commitment firmly held and the remainder available for re-purchase on dips or re-cycling into other of my risk assets on a temporary basis.

I never got around to any of that.

Even worse, after a nice win elsewhere, I added 2 further large tranches here just before the recent massive dip and now hold 107% of my maximum intended commitment.

What a fool.

On the bright side, I don't need ever to sell any of my RDSB shares and confidently expect dividends to be fully maintained unless Shell experiences at least 4 rolling quarters of free cash flow that fails to cover all costs including dividend distributions.

So perhaps for me, it's more of an enormous opportunity missed rather than financial injury incurred.

Either way, it's lessons that I learned decades ago, relearnt again this last week.

Trump will be speaking at 9pm Eastern on his stimulus response to Covid-19. Although I'm not holding my breath - most likely another no show of anything remotely useful looks more likely to me.

I doubt that he will mention any criticism of his best buddies in Riyadh or Moscow. Despite their having launched a proxy war against US shale and all other E&Ps and IOCs like Shell.

We'll see.

[supermarky] 11/3/2020 21:15

year high was 26.47 !!!

[growthpotential] 11/3/2020 20:54

Good because I'm not selling to you for anything less

[growthpotential] 11/3/2020 20:53

The Saudis can't keep up the pumping at this rate and this virus is just a bug, what are people afraid of, standing around like scared children

[essentialinvestor] 11/3/2020 20:50

Mark, the S&P500 is near major support here, thinking it's a rebound
or bear market.

[supermarky] 11/3/2020 20:50

market always overshoot.

[supermarky] 11/3/2020 20:42

it could always go lower and it is impossible to get the exact bottom imo.informed judgement and keep buying in tranches with cash on sidelines.

[dandu69] 11/3/2020 20:34

I`m looking for 12.50 over next couple of days, any lower then bonus but not paying more than this.

[fardels bear] 11/3/2020 20:32

Don't get me wrong. I'm looking for ten to twenty thousand myself, but I want as close to the bottom as I can get.

[fardels bear] 11/3/2020 20:26

Hmmm. But it may get worse.

[supermarky] 11/3/2020 20:19

black swan or whatever you call it shell share price has been destroyed. looking at weekly chart this area looks bloody good to get in imo. I bought more today and tempted to get more even at this price.

[fardels bear] 11/3/2020 19:46

It's not a classic bear market though. It's a double Black Swan event. Let's hope that by the Summer they will have produced some healthy white cygnets.

[sarkasm] 11/3/2020 19:43

Markets
Dow drops deeper into bear market territory, now down 1,400 points in final hour of trading
Published Tue, Mar 10 20207:37 PM EDTUpdated 8 min ago
Fred Imbert
@foimbert

[gooner1886] 11/3/2020 19:34

Bear market its looking like majorly

[swanvesta] 11/3/2020 19:31

"Yep the huge draws in Gasoline and Distillates surprised."

It's been suggested that people will use their cars more, public transport less. Apparently it happened during the SARS outbreak.

[waldron] 11/3/2020 18:31

Markets
Dow drops 1,400 points and is now on pace to close in a bear market, down 20% from its record
Published Tue, Mar 10 20207:37 PM EDTUpdated Moments Ago
Fred Imbert
@foimbert

[hedgehog 100] 11/3/2020 17:52

"eEnergy Group and Alan Green on Shell, Open Orphan and Eddie Stobart Logistics

Justin Waite
TBC

13:43, 9th March 2020"

[spud] 11/3/2020 17:43

Good on you dandu! I still can't convince myself to buy more at this level although I'm fairly sure that in 18-24 months time I could be kicking myself ...spud

[waldron] 11/3/2020 17:42

Dow drops 1,200 points to new low on the day after WHO declares coronavirus a global pandemic
Published Tue, Mar 10 20207:37 PM EDTUpdated 7 min ago
Fred Imbert
@foimbert

[waldron] 11/3/2020 17:34

Brent Crude Oil NYMEX 36.08 -3.06%
Gasoline NYMEX 1.11 -4.49%
Natural Gas NYMEX 1.99 +0.45%
WTI 33.476 USD -2.10%


FTSE 100
5,876.52 -1.40%
Dow Jones
23,784.72 -4.93%
CAC 40
4,610.25 -0.57%
SBF 120
3,650.58 -0.78%
Euro STOXX 50
2,905.56 -0.29%
DAX
10,438.68 -0.35%
Ftse Mib
17,895.58 +0.14%



Eni
8.05 -1.41%



Total
30.965 -1.75%

Engie
12.73 -2.15%


Bp
317.15 -3.57%

Vodafone
117.48 -3.56%

Royal Dutch Shell A
1,333.8 -2.39%

Royal Dutch Shell B
1,311.4 -2.72%