Shell Share Discussion Threads

[grupo guitarlumber] 17/1/2022 16:38

Can we pencil in atleast a 11pc share price RISE BETWEEN NOW AND EARLY FEB if nothing hits the fan

[grupo guitarlumber] 17/1/2022 16:30

In a research note, Deutsche Bank analyst James Hubbard has maintained his recommendation on the stock with a Buy rating. The target price is unchanged and still at GBX 2038.

[xxxxxy] 17/1/2022 16:24

M Donovan8 HRS AGOMessage ActionsIt has been calculated that the mass of earth's atmosphere is many many quadrillion of tonnes of which all C02 is a very small part and man-made emissions a very small part of total C02. I wish extreme environmentalists, and that includes our government, would refocus on something other than tearing down our energy and transport systems if they want to save the planet, something like better global waste management where their current garbage-in/garbage-out computer modelling skills would be more relevant.REPLY1 REPLY 93FLAGJDJasper Derbyshire7 HRS AGOReply to M DonovanMessage ActionsThe whole green scam - the heat pump policy, windmills - even electric cars - are the result of virtue signalling demos.The technologies we have today have emerged from the most Darwinian process in economics - the marketplace. We have them and use them because they work, because they represent value for money and are affordable.All the green stuff exists because of politicians and taxpayer subsidised green zealots are interfering with the very processes that dragged us out if poverty ( and which are still dragging most of the world out of poverty). Even Tesla is dependent on trading carbon credits - the made-up bitcoin of the green scam.Fortunately the majority of the world has sussed the scam and is ignoring it. Unfortunately our own green woke politico-civil service blob hasn't got the memo yet... Daily Telegraph

[grupo guitarlumber] 17/1/2022 16:15

Ah those level trading conditions

we should be so lucky

Tend to agree, we should be in the money in the longer, but how is the questions

I hope most oilies will rise during the results season approavhing and during February

[the white house] 17/1/2022 16:04

As far as I can see Shell shares will go into an almost unique position at eom or soon afterCurrently buybacks of 30m quid per day, the board have said they intend to double post end Jan (one of the reasons for the combine)Now given Brent remaining above 70, which is likely for a good while, and a single buyer of 3 million shares a day, every single day, for 3 ? months will make to very difficult for the price to fall and very likely to rise given level trading conditions a one way bet or where am I wrong!?

[grupo guitarlumber] 17/1/2022 15:55

excellent question adg

alas too many variables to ensure a correct response i feel

BHP is doing the reverse i believe

not sure if before or after

[adg] 17/1/2022 15:45

Any thoughts on the implications (if any) on share price following the delisting of RDSA and new UK listing end of January? Any chance of any technical blip (up or down ?)

[maywillow] 17/1/2022 13:29

MOSCOW, January 17. /TASS/. The certification procedure for the Nord Stream 2 gas pipeline should not be artificially delayed and politicized by German regulators and the European Commission, Russia’s Foreign Ministry said in a statement issued ahead of the talks between the foreign ministers of Russia and Germany.

"The construction of the Nord Stream 2 gas pipeline (NS 2) is one of the largest projects of the last decade, implemented by PJSC Gazprom in cooperation with companies from Germany and a number of other European countries. The launch of NS 2 will be a significant contribution to ensuring the energy security of the entire European Union. The procedure for its certification by the German regulators and the European Commission should not be artificially delayed and politicized," the statement says.

On Monday, Foreign Minister of Germany Annalena Baerbock said at a press conference in Kiev, that Germany sees "geo-strategic links" of the Nord Stream 2. She stressed that the gas pipeline should fully comply with European law for the positive conclusion to be given by the German regulator.

[maywillow] 17/1/2022 12:01

Royal Dutch Shell PLC said Monday that it has, along with partner and Iberdrola SA subsidiary Scottish Power, won bids to develop 5 gigawatts of floating offshore wind farms off the east and north-east coast of Scotland.

The energy major said it secured the leases through the ScotWind auction by the Crown Estate Scotland, and that it will use innovative technology to install turbines further from the shore to catch more powerful winds.

The new wind farms will be delivered through two new joint ventures, called MarramWind and CampionWind, and will be two of the world's first large-scale floating offshore wind farms. Once built, MarramWind's and CampionWind's floating wind projects could accommodate a total generation capacity of around 3 gigawatts and 2 gigawatts, respectively--the equivalent of 6 million homes in Scotland.

"Shell and ScottishPower can now look forward to generating floating wind power at significant scale in the U.K. to accelerate the country's transition towards net zero. Floating wind plays to our strengths in deeper offshore projects, and we are well placed to help advance the wider take-up of this important clean energy source," said Wael Sawan, Shell's Integrated Gas and Renewables and Energy Solutions Director.



Write to Joe Hoppe at [e-mail]



(END) Dow Jones Newswires

January 17, 2022 06:34 ET (11:34 GMT)

[skinny] 17/1/2022 11:58

The one year chart looks very similar.

[charggg] 17/1/2022 10:48

The ytd share price under performance against BP has been very disappointing. Prelude being offline in the current LNGs all time high price market means Shell is leaving $100mn+ on the table every month Prelude is offline.hTTps://www.thetimes.co.uk/article/prelude-to-brighter-future-for-gas-runs-into-a-storm-7k5r9fjb7Prelude was the first floating liquefied natural gas plant ever sanctioned when Shell approved it in 2011, a bold bet on the belief that LNG would be in increasing demand. Shell was right. Gas prices have surged to record highs and traders are scrambling to secure cargoes of LNG.Yet Prelude has not proved a reliable part of the solution.

[xxxxxy] 17/1/2022 08:12

LifelogicJanuary 17, 2022Indeed keep pushing these points. The current May/Carrie/Boris net zero energy policy is economic and political insanity. More and more people are (and will) realise this as the proverbial hits the fan and the bills land home. Especially anyone who knows anything about energy – unlike most ministers, advisors and MPs it seems. It is surely only driven by vested interests, a mad group think religion and even blatant corruption – what other rational reasons are there after all?Also ask how much more CO2 is produced by burning imported wood (young coal) at Drax rather than burning methane in combined cycle plants? Methane that we could easily extract very cheaply in the UK if the government just got out of the damn way. Methane in the US is about 1/3 of the cost it is here. Also how much less economic (and energy efficient) it is to ramp gas stations up and down to further subsidise and enable wind production?Further ask how much more CO2 is produced by someone trading in their old small diesel car for a new electric one (of say similar range) rather than running the old one for 10 more years. Must be at least 2 to 3 time more CO2 for the electric one (after manufacture of car & battery, recycling and charging is fully considered). We have no zero CO2 sources of electricity for charging after all anyway not even wind or solar are.Not of course that CO2 is a very significant problem anyway – in reality..... John Redwood blog

[fhmktg] 17/1/2022 08:09

That's a great post Grumpy!Excellent in market activity.Bring Mr Tan over to the UK to get to work on the twits in our Dept of Energy.

[xxxxxy] 17/1/2022 08:01

Hydrogen can't power the green flight revolutionAviation is an unforgiving battleground – review the physics and reality bites very quickly... Daily Telegraph

[xxxxxy] 17/1/2022 07:43

"I've always been comfortable," Abdulaziz bin Salman said to reporters in Dubai on Monday, where he's attending at Expo event.Brent crude's climbed 11% since the end of December to above $86 a barrel, amid signs consumption will hold up despite the spread of the omicron variant of the coronavirus. At the same time, spare capacity is dwindling as some of the world's biggest producers struggle to boost output.Vitol, the world's biggest independent oil trader, is among those predicting that prices will rise further as supplies tighten.OPEC+ member Oman said last week that the group -- led by Saudi Arabia and Russia -- would try to prevent the oil market "overheating" and didn't want prices to reach $100 a barrel.Prince Abdulaziz also said he wasn't worried about the U.S. releasing more oil from its Strategic Petroleum Reserve, which could push crude prices down..... Yahoo Finance

[adg] 16/1/2022 21:05

Andreas, a Danish guy from Shell IR arranged a call which we had Wednesday 11am
About 40 minutes later and I was satisfied with everything discussed - to the point that I feel easier about the buybacks - I think I posted something Friday on here - got the feeling they were soooo confident that they were so undervalued the BB was a no brainer.

Good point there jrphoenixw2 about BB / div perception

Also agree that in this day and age most people shun a phone call… but not me I prefer them

Also he said their dept were responsible for the RNS’s and conceded the glass half empty accusation was difficult to argue - but also didn’t argue much my suggestion that “under promising but over delivering” may be the way they have been playing it

I felt better after the call if I am honest - sensed that results will be good

[adrian j boris] 16/1/2022 21:02

Thanks jrphoenixw2
16 Jan '22 - 20:22 - 19749 of 19749

Certainly another way to look at it




so now i guess we await the results to see the impacts thereafter


Date: Thursday, 03 February 2022 3 Feb 2022
Event title: Q4 2021 Results

Not too long to wait now



cheers


keep safe

[jrphoenixw2] 16/1/2022 20:22

19687/aj Boris
'Calls for ‘Robin Hood’ tax on oil and gas producers to help consumers pay energy bills
Labour and the Lib Dems have both called for a windfall tax on oil and gas producers to curtail rising energy prices over the next year.
Both parties slammed the Government for failing to act on energy costs and called for a one-off levy to protect vulnerable families.
Energy prices are expected to soar when the legal cap on prices rises in April.' [EoQ]
---------------------------------------------------------------------------------

This is another reason Shell etc are hesitant to return divs to where they might be, and propose buy-backs which are much more 'under the radar'.
What Shell etc need like a hole in the head are tabloid headlines re: 'Shell directors' (and other shareholders ie US) 'coining in divs' whilst the 'hard-done by' consumers are screwed into poverty by energy prices.

[jrphoenixw2] 16/1/2022 20:07

re: adg @ 19679: re: reply to probing re: buy-backs from Shell Corp comms dept:

'I am happy to discuss your ideas on communication in a call. It is probably more fruitful than a dialogue via emails.'

Clever. Whilst suggesting impressive access and willing they're banking on you not having the nerve to call and have that 'dialogue'; hence end-of.