Shell Share Discussion Threads

[waldron] 17/8/2018 17:11

Total
52.4 +0.08%


Engie
13.075 -0.49%

Orange
14.145 -0.49%


FTSE 100
7,558.59 +0.03%
Dow Jones
25,616.67 +0.23%
CAC 40
5,344.93 -0.08%


Brent Crude Oil NYMEX 71.79 +0.57%
Gasoline NYMEX 1.89 +0.07%
Natural Gas NYMEX 2.95 +1.41%


BP
548.6 +0.00%



Shell A
2,472.5 -0.14%


Shell B
2,511.5 -0.08%

[waldron] 16/8/2018 17:23

Total
52.36 +0.56%


Engie
13.14 +0.88%

Orange
14.215 +0.57%

FTSE 100
7,556.38 +0.78%
Dow Jones
25,530.82 +1.46%
CAC 40
5,349.02 +0.83%

Brent Crude Oil NYMEX 71.20 +0.61%
Gasoline NYMEX 1.88 -0.35%
Natural Gas NYMEX 2.91 -0.85%



BP
548.6 +0.66%


Shell A
2,476 +1.04%


Shell B
2,513.5 +1.05%

[waldron] 15/8/2018 20:21

Total
52.07 -2.76%

Engie
13.025 -1.18%

Orange
14.135 -0.70%


FTSE 100
7,497.87 -1.49%
Dow Jones
25,035.93 -1.04%
CAC 40
5,305.22 -1.82%

Brent Crude Oil NYMEX 70.80 -1.80%
Gasoline NYMEX 1.89 -1.58%
Natural Gas NYMEX 2.94 -0.47%



BP
545 -1.85%


Shell A
2,450.5 -1.92%



Shell B
2,487.5 -1.87%

[waldron] 14/8/2018 17:15

Total
53.55 -1.00%


Engie
13.18 +0.15%

Orange
14.235 -0.04%

FTSE 100
7,611.64 -0.40%
Dow Jones
25,296.68 +0.43%
CAC 40
5,403.41 -0.16%


Brent Crude Oil NYMEX 72.74 -0.19%
Gasoline NYMEX 1.93 +0.62%
Natural Gas NYMEX 2.97 +1.50%



BP
555.3 -0.54%


Shell A
2,498.5 -0.99%

G

Shell B
2,535 -1.07%

[waldron] 13/8/2018 18:18

Total
54.09 +0.26%


Engie
13.16 +0.61%

Orange
14.24 +0.07%


FTSE 100
7,642.45 -0.32%
Dow Jones
25,202.55 -0.44%
CAC 40
5,412.32 -0.04%


Brent Crude Oil NYMEX 71.31 -2.27%
Gasoline NYMEX 1.98 -2.67%
Natural Gas NYMEX 2.93 -0.14%


BP
558.3 +0.41%


Shell A
2,523.5 -0.30%



Shell B
2,562.5 -0.31%

[waldron] 10/8/2018 17:45

Total
53.95 -2.37%


Engie
13.08 -2.28%

Orange
14.23 -1.69%

FTSE 100
7,667.01 -0.97%
Dow Jones
25,337.88 -0.67%
CAC 40
5,414.68 -1.59%

Brent Crude Oil NYMEX 72.86 +1.19%
Gasoline NYMEX 2.04 +1.82%
Natural Gas NYMEX 2.93 -0.51%


BP
556 -1.49%


Shell A
2,531 -1.25%



Shell B
2,570.5 -1.29%

THIS IS NO TURKISH DELIGHT

[waldron] 09/8/2018 17:22

Total
55.26 -0.43%


Engie
13.385 +0.41%

Orange
14.475 -0.07%

FTSE 100
7,741.77 -0.45%
Dow Jones
25,562.83 -0.08%
CAC 40
5,502.25 +0.01%


Brent Crude Oil NYMEX 72.24 +0.04%
Gasoline NYMEX 2.01 -0.51%
Natural Gas NYMEX 2.94 -0.31%


BP
564.4 -2.13%



Shell A
2,563 -1.69%



Shell B
2,604 -1.85%

[waldron] 08/8/2018 17:14

Total
55.5 -0.82%


Engie
13.33 -1.19%

Orange
14.485 -1.36%


FTSE 100
7,776.65 +0.75%
Dow Jones
25,599.91 -0.11%
CAC 40
5,501.9 -0.35%

Brent Crude Oil NYMEX 72.25 -3.03%
Gasoline NYMEX 2.03 -3.00%
Natural Gas NYMEX 2.94 +1.73%



BP
576.7 +0.07%



Shell A
2,607 +0.54%



Shell B
2,653 +0.89%

oil majors holding up well considering

[waldron] 07/8/2018 17:52

Total
55.96 +1.84%

Engie
13.49 +0.63%

Orange
14.685 +0.69%



FTSE 100
7,718.48 +0.71%
Dow Jones
25,668.48 +0.65%
CAC 40
5,521.31 +0.81%



Brent Crude Oil NYMEX 74.41 +1.02%
Gasoline NYMEX 2.09 +1.41%
Natural Gas NYMEX 2.89 +1.08%


BP
576.3 +1.68%



Shell A
2,593 +1.25%



Shell B
2,629.5 +1.04%

[waldron] 06/8/2018 17:42

Royal Dutch Shell plc (the 'Company') announces that on August 6, 2018 it
purchased the following number of "A" Shares for cancellation.

Aggregated information on "A" shares purchased according to trading venues:

Date of Number of Highest Lowest price Volume Venue
purchase "A" price paid: paid: weighted
shares (GBp) (GBp) average
purchased price paid
per share
(GBp)

August 06, 2018 672,679 2550.50 2528.00 2538.98 LSE

August 06, 2018 193,991 2550.00 2528.50 2538.89 Cboe Europe
Equities
(BXE)

August 06, 2018 177,076 2550.50 2528.00 2539.03 Cboe Europe
Equities
(CXE)

These share purchases form part of the Company's existing share buy-back
programme, details of which were announced on July 26, 2018.

[waldron] 06/8/2018 17:38

Total
54.95 +0.31%


Engie
13.405 -0.33%

Orange
14.585 -0.21%

FTSE 100
7,663.78 +0.06%
Dow Jones
25,482.61 +0.08%
CAC 40
5,477.18 -0.03%


Brent Crude Oil NYMEX 74.08 +1.08%
Gasoline NYMEX 2.07 +0.26%
Natural Gas NYMEX 2.85 +0.11%



BP
566.8 +1.12%


Shell A
2,561 +0.65%


Shell B
2,602.5 +0.17%

[waldron] 06/8/2018 17:38

Total
54.95 +0.31%


Engie
13.405 -0.33%

Orange
14.585 -0.21%

FTSE 100
7,663.78 +0.06%
Dow Jones
25,482.61 +0.08%
CAC 40
5,477.18 -0.03%


Brent Crude Oil NYMEX 74.08 +1.08%
Gasoline NYMEX 2.07 +0.26%
Natural Gas NYMEX 2.85 +0.11%



BP
566.8 +1.12%


Shell A
2,561 +0.65%


Shell B
2,602.5 +0.17%

[the grumpy old men] 04/8/2018 10:00

Betting on Shell’s Turnaround
By
Vito J. Racanelli
Updated Aug. 3, 2018 7:16 p.m. ET

Betting on Shell’s Turnaround
Photo: Jasper Juinen/Bloomberg

Every now and then a money manager tells us how much he or she likes an energy stock. But when the first point in the buy thesis is rising oil prices, we move on to the next idea. Higher crude prices aren’t a fundamental reason to buy energy stocks. Commodities go up and down, sometimes violently in a short period. If that’s your main motive, you might as well play through an energy-focused exchange-traded fund, not an individual stock.

The case for Royal Dutch Shell (RDS.A), according to a couple of bullish portfolio managers, isn’t rising energy prices. Instead, the Anglo-Dutch company, once known for its relative inefficiency compared with its peers, seems to be turning things around slowly but surely.

More important, the market remains skeptical of this, notes Jonathan Waghorn, a London-based money manager at Guinness Atkinson Asset Management. Royal Dutch’s American depositary receipts closed on Friday at $66.32, down from a 52-week high of nearly $74. As the oil giant improves its operating performance in the coming two years, there’s an opportunity to get the stock relatively cheaply, along with a robust dividend yield of nearly 6%. Guinness owns a stake of longstanding in the giant integrated oil explorer.
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“We can’t tell you where oil prices are going,” but Royal Dutch looks undervalued, says Waghorn. The changes being made indicate it’s in better shape with oil around $69 per barrel than it was in 2013 with the commodity at triple-digit levels, he says.

Moustapha Mounah, an energy analyst with James Investment Research, concurs. The stock is poised to do well because the company has been paying down debt and cutting costs, and has been more willing lately to divest itself of lower-margin assets, which weren’t as profitable in the crude-oil downturn of recent years. James Investment began buying Royal Dutch ADRs at the beginning of this year.

For example, last year Royal Dutch exited most of its Canada oil-sands interests, and in June it agreed to sell its stake in a near-Arctic asset in Norway, the Draugen field. The company is focusing on higher-margin projects, like the Vito field in the Gulf of Mexico, where break-even is estimated to be less than $35 per barrel. (That’s right, it’s called Vito.) Since the third quarter of 2016, the long-term debt-to-shareholders-equity ratio has dropped to about 36% from 46%.

Waghorn believes Royal Dutch capital expenditures peaked in 2013 at around $40 billion and will drop to about $25 billion in 2019-20, about a third lower. Meanwhile, even with oil around $69 per barrel, Royal Dutch will produce cash flow of $48 billion next year, compared with $37 billion at much higher crude prices in 2013. He says the stock is worth up to 25% more.
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James Investment’s Mounah points out that the stock is cheap relative to its own history on a price/earnings valuation. The trailing P/E is about 17.7 times last year’s EPS of $3.82, compared with a median P/E of about 20 times. With the dividend yield at 5.7%, it won’t take much of a rise in the shares for a double-digit percentage annual return with relatively low volatility. The average yield over the past 15 years has been 4%.

And while the company is improving its returns, it just so happens that oil has more than doubled since 2016 lows. The world is consuming more due to expanding economies, notes Waghorn. That’s a welcome support but not a necessary part of the thesis.

For a long-term-oriented investor who wants a little black gold in the portfolio, and where a rise in oil prices is just a bonus, Royal Dutch seems a good choice.

Write to Vito J. Racanelli at [e-mail]

[the grumpy old men] 04/8/2018 08:59

Ex-dividend date August 9, 2018

Record date August 10, 2018

Closing of currency election date (Note 1) August 24, 2018

Pounds sterling and euro equivalents announcement date September 3, 2018

Payment date September 17, 2018

Notes

Note 1:

A different currency election date may apply to shareholders holding shares in a securities account with a bank or financial institution ultimately holding through Euroclear Nederland. This may also apply to other shareholders who do not hold their shares either directly on the Register of Members or in the corporate sponsored nominee arrangement. Shareholders can contact their broker, financial intermediary, bank or financial institution for the election deadline that applies.

Taxation - cash dividends

Cash dividends on A Shares will be subject to the deduction of Dutch dividend withholding tax at the rate of 15%, which may be reduced in certain circumstances. Non-Dutch resident shareholders, depending on their particular circumstances, may be entitled to a full or partial refund of Dutch dividend withholding tax.

Furthermore, in April 2016, there were changes to the UK taxation of dividends. The dividend tax credit was abolished, and a tax free dividend allowance introduced, this was £5,000 for the 2016/17 and 2017/18 tax years and reduced to £2,000 for the 2018/19 tax year. Dividend income in excess of the allowance is taxable at the following rates: 7.5% within the basic rate band; 32.5% within the higher rate band; and 38.1% on dividend income taxable at the additional rate.

[waldron] 03/8/2018 17:58

August 3, 2018

* * * * * * * * * * * * * * * *

Royal Dutch Shell plc (the 'Company') announces that on August 3, 2018 it
purchased the following number of "A" Shares for cancellation.

Aggregated information on "A" shares purchased according to trading venues:

Date of purchase Number of Highest price Lowest price Volume Venue
"A" shares paid: paid: weighted
purchased (GBp) (GBp) average price
paid per
share
(GBp)

August 03, 2018 672,679 2550.50 2528.00 2538.98 LSE

August 03, 2018 193,991 2550.00 2528.50 2538.89 Cboe Europe
Equities
(BXE)

August 03, 2018 177,076 2550.50 2528.00 2539.03 Cboe Europe
Equities
(CXE)

These share purchases form part of the Company's existing share buy-back
programme, details of which were announced on July 26, 2018.

In respect of this programme, Citigroup Global Markets Limited will make
trading decisions in relation to the Company's securities independently of the
Company for the period July 26, 2018 up to and including October 25, 2018

[waldron] 03/8/2018 17:21

Total
54.78 -0.31%

Engie
13.45 +0.07%

Orange
14.615 +0.90%


FTSE 100
7,659.1 +1.10%
Dow Jones
25,405.01 +0.31%
CAC 40
5,478.98 +0.33%


Brent Crude Oil NYMEX 72.95 -0.60%
Gasoline NYMEX 2.07 +0.28%
Natural Gas NYMEX 2.86 +1.38%



BP
560.5 +0.77%

Shell A
2,544.5 +0.51%

Shell B
2,598 +0.52%

[waldron] 02/8/2018 17:07

Total
54.95 -0.96%

Engie
13.44 -0.74%

Orange
14.485 -0.69%


FTSE 100
7,575.93 -1.01%
Dow Jones
25,237.48 -0.38%
CAC 40
5,460.98 -0.68%

Brent Crude Oil NYMEX 73.37 +1.06%
Gasoline NYMEX 2.07 +0.92%
Natural Gas NYMEX 2.83 +2.95%




Shell A
2,531.5 -1.48%


Shell B
2,584.5 -1.39%

556.20-7.00 (-1.24%)BP

[waldron] 02/8/2018 17:07

Total
54.95 -0.96%

Engie
13.44 -0.74%

Orange
14.485 -0.69%


FTSE 100
7,575.93 -1.01%
Dow Jones
25,237.48 -0.38%
CAC 40
5,460.98 -0.68%

Brent Crude Oil NYMEX 73.37 +1.06%
Gasoline NYMEX 2.07 +0.92%
Natural Gas NYMEX 2.83 +2.95%




Shell A
2,531.5 -1.48%


Shell B
2,584.5 -1.39%

556.20-7.00 (-1.24%)BP

[waldron] 01/8/2018 18:25

Total
55.48 -0.68%

Engie
13.54 -1.99%

Orange
14.585 -0.21%

FTSE 100
7,652.91 -1.24%
Dow Jones
25,388.11 -0.11%
CAC 40
5,498.37 -0.23%


Brent Crude Oil NYMEX 72.54 -2.05%
Gasoline NYMEX 2.05 -1.42%
Natural Gas NYMEX 2.77 -0.29%

2,621.00-50.50 (-1.89%)RDSB

2,569.50-45.50 (-1.74%)RDSA


563.20-10.10 (-1.76%)BP

[waldron] 31/7/2018 17:17

Total
55.86 +1.29%


Engie
13.815 +0.11%

Orange
14.615 +0.10%

FTSE 100
7,748.76 +0.62%
Dow Jones
25,436.56 +0.51%
CAC 40
5,511.3 +0.37%


Brent Crude Oil NYMEX 74.80 -0.84%
Gasoline NYMEX 2.09 -1.31%
Natural Gas NYMEX 2.81 +0.46%



BP
573.3 +1.38%



Shell A
2,615 +0.65%


Shell B
2,671.5 +0.93%

[grupo guitarlumber] 31/7/2018 10:31

Announcement date July 26, 2018
Ex-dividend date (See Note 1) August 9, 2018
Record date August 10, 2018
Closing of currency election date (See Note 2) August 24, 2018
Pounds sterling and euro equivalents announcement date September 3, 2018
Payment date September 17, 2018

[waldron] 30/7/2018 17:59

Royal Dutch Shell plc (the 'Company') announces that on July 30, 2018 it
purchased the following number of "A" Shares for cancellation.

Aggregated information on "A" shares purchased according to trading venues:

Date of Number of Highest Lowest price Volume Venue
purchase "A" shares price paid: paid: weighted
purchased (GBp) (GBp) average
price paid
per share
(GBp)

July 30, 596,700 2616.00 2584.00 2598.86 LSE
2018

July 30, 147,100 2616.00 2584.00 2598.98 Cboe Europe
2018 Equities
(BXE)

July 30, 162,300 2615.00 2583.50 2599.10 Cboe Europe
2018 Equities
(CXE)

These share purchases form part of the Company's existing share buy-back
programme, details of which were announced on July 26, 2018.

[waldron] 30/7/2018 17:58

Total
55.15 +0.27%

Engie
13.8 -2.47%

Orange
14.6 -0.21%

FTSE 100
7,700.85 -0.01%
Dow Jones
25,343.8 -0.42%
CAC 40
5,491.22 -0.37%


BP
565.5 -0.32%


Shell A
2,598 -0.04%


Shell B
2,647 -0.53%


Brent Crude Oil NYMEX 75.59 +1.00%
Gasoline NYMEX 2.12 -0.11%
Natural Gas NYMEX 2.79 +0.18%

[waldron] 30/7/2018 17:57

Total
55.15 +0.27%

Engie
13.8 -2.47%

Orange
14.6 -0.21%

FTSE 100
7,700.85 -0.01%
Dow Jones
25,343.8 -0.42%
CAC 40
5,491.22 -0.37%


BP
565.5 -0.32%


Shell A
2,598 -0.04%


Shell B
2,647 -0.53%


Brent Crude Oil NYMEX 75.59 +1.00%
Gasoline NYMEX 2.12 -0.11%
Natural Gas NYMEX 2.79 +0.18%