Shell Share Discussion Threads

[waldron] 05/7/2018 19:00

Total
53.72 +1.44%

Engie
13.525 +0.93%

Orange
14.82 +0.61%

FTSE 100
7,603.22 +0.40%
Dow Jones
24,331.19 +0.65%
CAC 40
5,366.32 +0.86%


Brent Crude Oil NYMEX 78.15 -0.10%
Gasoline NYMEX 2.14 +0.51%
Natural Gas NYMEX 2.85 +0.42%


BP
582.5 +0.43%


Shell A
2,617 +0.75%


Shell B
2,690.5 +0.99%

[grupo] 05/7/2018 13:52

July 26, 2018 Second quarter 2018 results and second quarter 2018 interim dividend announcement

[tewkesbury] 05/7/2018 13:33

Petro Matad (MATD)

Six well high impact drilling program in Mongolia, total prospective resources targeted 850 MMBO, ranging from near field E&A to basin opener potential:

1) Snow Leopard-1 well (Block V)
- Spud week commencing 9 Jul 2018.
- Targeting 90 MMBO, drill to depth of circa 3,350 metres, 70 days to complete.

2) Wild Horse-1 (Block IV)
- Spud Sep 2018, complete Nov 2018.
- Targeting 480 MMBO.
- Named by Wood Mackenzie as one of the top 20 exploration wells worldwide to watch in 2018.

3) Block XX
- Near field Gazelle prospect targeting 13MMbo & rapid commercialization.
- Spud 1st well Q4 2018, immediately followed by 2nd well.

- New Red Deer prospect, 48MMbo in a basin analogous to nearby producing basins in Mongolia + northern China, within easy reach of existing infrastructure.
- Spud H1 2019.

4) Fox-1 (Block V)
- Spud early Q2 2019.
- Mean prospective resource 200 MMBO. High-quality 3D seismic late 2017.

5) Management hosting a presentation for investors in week commencing 9 Jul 2018.

(Country already produces 21,000 BOPD (2017) from fields close to Chinese border, including from Blocks XIX + XXI adjacent to Petro Matad’s Block XX. Very attractive fiscal terms).

[waldron] 04/7/2018 19:38

Total
52.96 +0.44%

Engie
13.4 +0.22%

Orange
14.73 +2.22%

TSE 100
7,573.09 -0.27%
Dow Jones
24,174.82 -0.54%
CAC 40
5,320.5 +0.07%

Brent Crude Oil NYMEX 78.23 +0.45%
Gasoline NYMEX 2.13 +0.33%
Natural Gas NYMEX 2.84 -0.66%


BP
580 -0.24%


Shell A
2,597.5 -0.50%


Shell B
2,664 -0.93%

as expected a quiet 4th july with no fireworks to write home about

[waldron] 03/7/2018 20:22

Total
52.73 +0.90%

Engie
13.37 +1.67%

Orange
14.41 +1.16%

FTSE 100
7,593.29 +0.60%
Dow Jones
24,174.82 -0.54%
CAC 40
5,316.77 +0.76%


Brent Crude Oil NYMEX 77.62 +0.28%
Gasoline NYMEX 2.11 +0.25%
Natural Gas NYMEX 2.86 -0.03%



BP
581.4 +1.43%

Shell A
2,610.5 +0.54%

Shell B
2,689 +0.60%

[waldron] 02/7/2018 17:24

Total
52.258 +0.09%

Engie
13.15 +0.15%

Orange
14.245 -0.70%

FTSE 100
7,547.85 -1.17%
Dow Jones
24,152.86 -0.49%
CAC 40
5,276.76 -0.88%


Brent Crude Oil NYMEX 77.85 -1.75%
Gasoline NYMEX 2.11 -1.93%
Natural Gas NYMEX 2.86 -2.12%

BP
573.2 -0.88%

Shell A
2,596.5 -1.24%


Shell B
2,673 -1.49%

[waldron] 29/6/2018 17:52

Total
52.21 +0.08%

Engie
13.13 -0.04%

Orange
14.345 +0.24%


FTSE 100
7,636.93 +0.28%
Dow Jones
24,468.61 +1.04%
CAC 40
5,323.53 +0.91%


Brent Crude Oil NYMEX 78.99 +2.05%
Gasoline NYMEX 2.15 +2.06%
Natural Gas NYMEX 2.92 -1.08%


BP
578.3 -0.72%

Shell A
2,629 -0.70%


Shell B
2,713.5 -0.55%

[waldron] 28/6/2018 17:47

Total
52.17 -0.61%

Engie
13.135 -1.02%

Orange
14.31 -1.00%

FTSE 100
7,615.63 -0.08%
Dow Jones
24,121.25 +0.02%
CAC 40
5,275.64 -0.97%


Brent Crude Oil NYMEX 77.39 +0.26%
Gasoline NYMEX 2.10 +0.15%
Natural Gas NYMEX 2.97 -0.60%

BP
582.5 +0.03%

Shell A
2,647.5 +0.27%

Shell B
2,728.5 -0.02%

[waldron] 27/6/2018 17:41

Total
52.49 +1.96%

Engie
13.27 +1.34%

Orange
14.455 +0.91%

FTSE 100
7,621.69 +1.11%
Dow Jones
24,463.51 +0.74%
CAC 40
5,327.2 +0.87%


Brent Crude Oil NYMEX 77.80 +1.82%
Gasoline NYMEX 2.11 +2.33%
Natural Gas NYMEX 2.97 +0.75%


BP
582.3 +3.35%


Shell A
2,640.5 +2.58%


Shell B
2,729 +2.81%

[grupo] 27/6/2018 11:20

Synthesis

The company has solid fundamentals. More than 70% of companies have a mix of growth, profitability, debt and lower visibility.
The company presents an interesting fundamental situation in a short-term investment perspective.


Strong points

Basically, with a "business value-to-revenue" ratio of around 0.91 for the current year, the company appears to be weakly valued.
The company enjoys multiple attractive results. With a PER of 12.43 for 2018 and 11.61 for 2019, the company is one of the cheapest on the market.
The company is part of the yield values ​​with a relatively large expected dividend.
The upward revisions in sales estimates over the last few months show a renewed optimism on the part of the analysts covering the issue.
Over the past 12 months, expectations of future earnings have been revised many times upwards.
Analysts have recently sharply revised upward their estimates of net earnings per share.
Over the past 12 months, analysts have largely revised up their profitability estimates for the coming years.
Analysts are positive on the title. The average consensus recommends buying or overweighting the value.
The stock follows a long-term positive long-term trend above the support level of EUR 26.77.


Weak points

The estimates of the various analysts who follow the file are not all in adequacy. The dispersion of the estimates implies either a lack of visibility linked to the activity or divergent opinions.
In the past, the group has often disappointed analysts by publishing activity figures below their expectations.

[waldron] 26/6/2018 17:25

Total
51.48 -0.37%


Engie
13.095 +0.54%

Orange
14.325 -0.69%

FTSE 100
7,537.92 +0.37%
Dow Jones
24,297.3 +0.18%
CAC 40
5,281.29 -0.05%

Brent Crude Oil NYMEX 76.13 +1.60%
Gasoline NYMEX 2.06 +1.09%
Natural Gas NYMEX 2.92 -0.44%

BP
563.4 +1.15%


Shell A
2,574 +1.36%



Shell B
2,654.5 +1.16%

[waldron] 25/6/2018 17:48

Total
51.67 -1.54%

Engie
13.025 -1.59%

Orange
14.425 -0.48%

FTSE 100
7,509.84 -2.24%
Dow Jones
24,167.59 -1.68%
CAC 40
5,283.86 -1.92%

Brent Crude Oil NYMEX 74.22 -1.97%
Gasoline NYMEX 2.03 -1.21%
Natural Gas NYMEX 2.92 -0.82%


BP
557 -3.40%


Shell A
2,539.5 -2.66%


Shell B
2,624 -3.08%

[waldron] 25/6/2018 17:48

Total
51.67 -1.54%

Engie
13.025 -1.59%

Orange
14.425 -0.48%

FTSE 100
7,509.84 -2.24%
Dow Jones
24,167.59 -1.68%
CAC 40
5,283.86 -1.92%

Brent Crude Oil NYMEX 74.22 -1.97%
Gasoline NYMEX 2.03 -1.21%
Natural Gas NYMEX 2.92 -0.82%


BP
557 -3.40%


Shell A
2,539.5 -2.66%


Shell B
2,624 -3.08%

[waldron] 25/6/2018 09:55

Total
52.21 -0.51%

Engie
13.155 -0.60%

Orange
14.51 +0.10%


FTSE 100
7,619.46 -0.82%
Dow Jones
24,580.89 +0.49%
CAC 40
5,346.84 -0.75%


Brent Crude Oil NYMEX 75.00 -0.94%
Gasoline NYMEX 2.04 -0.64%
Natural Gas NYMEX 2.91 -1.19%



BP
566.9 -1.68%

Shell A
2,590.5 -0.71%


Shell B
2,690.5 -0.63%

COULD IT BE DOWN TO

TRUMPS TWETTER TARIFS TANTRUM

[waldron] 22/6/2018 17:39

Total
52.48 +3.31%

Engie
13.235 +0.65%

Orange
14.495 +1.68%

FTSE 100
7,682.27 +1.67%
Dow Jones
24,630.78 +0.69%
CAC 40
5,387.38 +1.34%

Brent Crude Oil NYMEX 74.86 +2.45%
Gasoline NYMEX 2.04 +2.13%
Natural Gas NYMEX 2.93 -1.38%

BP
576.6 +3.06

Shell A
2,609 +3.39%


Shell B
2,707.5 +3.46%

THE WEEK ENDS ON A POSITIVE NOTE

I guess a cheap buy in is now off the table


HAVE GREAT WEEKEND

SUNNY HERE BUT A VERY CHILLY WIND DOETH BLOW

[waldron] 21/6/2018 18:24

Total
50.8 -0.88%

Engie
13.15 -0.75%

Orange
14.255 -0.73%


FTSE 100
7,556.44 -0.93%
Dow Jones
24,478.93 -0.73%
CAC 40
5,316.01 -1.05%


Brent Crude Oil NYMEX 73.60 -0.82%
Gasoline NYMEX 2.00 -0.39%
Natural Gas NYMEX 2.97 +0.27%


BP
559.5 -0.87%

Shell A
2,523.5 -0.59%


Shell B
2,617 -1.06%

[waldron] 21/6/2018 18:24

Total
50.8 -0.88%

Engie
13.15 -0.75%

Orange
14.255 -0.73%


FTSE 100
7,556.44 -0.93%
Dow Jones
24,478.93 -0.73%
CAC 40
5,316.01 -1.05%


Brent Crude Oil NYMEX 73.60 -0.82%
Gasoline NYMEX 2.00 -0.39%
Natural Gas NYMEX 2.97 +0.27%


BP
559.5 -0.87%

Shell A
2,523.5 -0.59%


Shell B
2,617 -1.06%

[waldron] 20/6/2018 18:03

Total
51.25 -1.04%


Engie
13.25 +0.38%

Orange
14.36 -0.62%


FTSE 100
7,627.4 +0.31%
Dow Jones
24,685.13 -0.06%
CAC 40
5,372.31 -0.34%


Brent Crude Oil NYMEX 74.33 -0.92%
Gasoline NYMEX 2.00 -1.19%
Natural Gas NYMEX 2.96 +1.37%


BP
564.4 -1.10%



Shell A
2,538.5 -0.90%


Shell B
2,645 -0.64%

[waldron] 19/6/2018 17:16

Total
51.79 -0.84%

Engie
13.2 -0.38%

Orange
14.45 -0.31%


FTSE 100
7,603.85 -0.36%
Dow Jones
24,686.88 -1.20%
CAC 40
5,390.63 -1.10%



Brent Crude Oil NYMEX 74.92 -0.58%
Gasoline NYMEX 2.03 -0.64%
Natural Gas NYMEX 2.90 -1.86%



BP
570.7 -0.19%

Shell A
2,561.5 +0.10%


Shell B
2,662 +0.09%

[waldron] 18/6/2018 17:26

Total
52.23 -0.23%

Engie
13.25 -4.81%

Orange
14.495 -0.96%

FTSE 100
7,631.33 -0.03%
Dow Jones
24,917.64 -0.69%
CAC 40
5,450.48 -0.93%


Brent Crude Oil NYMEX 74.40 +1.82%
Gasoline NYMEX 2.04 +1.24%
Natural Gas NYMEX 2.96 -2.21%


BP
571.8 +1.20%

Shell A
2,559 +1.49

Shell B
2,659.5 +1.29%

[sarkasm] 18/6/2018 11:56

Dividends on A Shares will be paid, by default, in euro at the rate of EUR0.4011
per A Share. Holders of A Shares who have validly submitted pounds sterling
currency elections by May 25, 2018 will be entitled to a dividend of 35.18p per
A Share.

Dividends on B Shares will be paid, by default, in pounds sterling at the rate
of 35.18p per B Share. Holders of B Shares who have validly submitted euro
currency elections by May 25, 2018 will be entitled to a dividend of EUR0.4011
per B Share.

[boystown] 18/6/2018 11:07

What's the divi in pence today anyone?

TIA