Shell Share Discussion Threads

[zorija] 22/12/2015 22:42

Not sure if this is what you are seeking :-

hxxp://investors.morningstar.com/ownership/shareholders-major.html?t=RDS.B

ZZZ

[imperial3] 22/12/2015 22:02

Does anyone know who the top 10 shareholders in Shell are?

[rcturner2] 22/12/2015 20:59

I think it is a good deal for the long term, BG has some very good assets that need someone of Shell's size to exploit them.

[losos] 22/12/2015 18:06

imperial3 - "This was a move made too soon by the BOD"

But as with any major aquisition I suspect there may have been others circling around BG. and ready to pounce. Long term (5 or more years) this deal will be seen as well planned and successful. Short term (1 to 3 years) much heart ache and wringing of hands ha ha.

You could compare it to the Vodafone take over of Mannesman, I don't have all the figures but most people accept that deal was over paid and it took at least 5 years to really pay off, but it is now a key part of Vodafone and will continue to be profitable for them for a very long time.

I dare say ALL the people posting on this forum don't add up to much when it comes to votes, we haven't heard from the really big players, if any of them were thinking of opposing the deal I suspect they might have said something in public before now.

[ayl30] 22/12/2015 16:41

Been thinking of buying back in here as I think this could be a star performer in 2016. Just done so, now my second biggest holding

[imperial3] 22/12/2015 16:36

Figooner.Thank you for your well reasoned post.The takeover of BG was all very well at the time of high oil and gas prices,and for that reason,I would have been sympathetic.However, they are both trading not far off their recent lows,which makes the acquisition price too high coupled with resulting dilution.This was a move made too soon by the BOD,which the market has recognised,with the fall in the share price,not to mentioned the continuing hydrocarbon slump.

[montyhedge] 22/12/2015 16:26

This is an expensive stock to short with a 8.42% dividend to pay back.The weak £ against the $ makes the dividend even higher.

[montyhedge] 22/12/2015 16:02

Go long enjoy 8.32%, this will bounce back 2016.

[sogoesit] 22/12/2015 13:28

The consensus on this board seems to be bearish... with rumours of shareholders (whoever they may be) not wanting to vote the deal.
Based on that, and being contrarian, I think it's time to go long.
Happy Crimble folks!

[hooley] 22/12/2015 13:07

MMs closing their bears has given the share price a temporary flip upwards. It won't last after the y/e window dressing has passed. A resumption of the falling trend will be resumed, not least by the Hedgies.

[gary38] 22/12/2015 12:36

Yemen strikes Saudi Aramco oil facilitiesTue Dec 22, 2015 6:43AMHomeMiddle EastA file photo of an installation belonging to Saudi oil giant Aramco in the eastern part of Saudi ArabiaA ballistic missile fired by Yemeni forces in retaliation has hit facilities belonging to Saudi Arabia's state oil giant Aramco in the country's southwest, Yemen's television says. Army troops, backed by allied Popular Committees, fired a Qaher 1 missile at the company in the Saudi border province of Jizan early Tuesday, the al-Masirah news channel reported.

[eisler] 22/12/2015 11:57

Happy to reinvest divi :) Great medium-long term investment. No brainer.

[ashbox] 22/12/2015 11:54

Hope thats not the Titanic.....

[montyhedge] 22/12/2015 11:44

I reckon this is going to be a great share for 2016. I think dividend 8.32% is safe, as capital costs will be reduced. Off to 2000p + land.

[wipo1] 22/12/2015 11:02

I am looking to buy in here, still watching atm

[montyhedge] 22/12/2015 10:48

We could see an almighty short squeezed, not only do they pay to borrow stock.They have to pay back the 8.32% dividend. Expensive.

[wllmherk] 22/12/2015 10:42

Would it not make sense to renegotiate the deal given the current POO. I read somewhere that the price being paid for BG is based on $60 a barrel. We are almost half that figure with no sign the POO will increase significantly anytime soon, in fact, it might go lower.
The dividend is the reason I bought in and I can sit on paper losses for the next few years as long as the dividend is maintained. Is the dividend safer with the aquisition of BG or put more at risk that is the question ?

wllm

[shaggies_view] 22/12/2015 10:19

What many don't appreciate is that in order for RDS to grow and pay your dividends it needs high quality assets which the takeover of BG provides imho. Investors like long term sustainable revenues (dividend cheques)with some capital growth. Failure to get approval for the deal will not be good for RDS in the long term imho.

Shaggy

[flaton2000] 22/12/2015 09:40

These "unusual times" will pass.... till the next time that is! It does not make sense in the long run to glut up and stockpile...

A world oil production slow down should have been managed in a way that benefited
all concerned.... seems to me like all the oil producers are "shooting themselves in the foot".. while mugging the golden goose.

There is obviously plenty left for everyone while the world adjusts to "Greener" ways to make "machines" rotate for the good.

Have a nice Christmas peeps!

[supermarky] 22/12/2015 09:13

Just bought another batch. Averaging down with shell