Shell Share Discussion Threads

[leonasdad] 29/12/2015 13:07

the solution is to rationalize bearing weight of atlas on your shoulder

[essentialinvestor] 29/12/2015 13:03

monty is much derided and in fairness plays the clown,
but my guess is that underneath he is a generally astute trader,
makes mistakes like the rest of us.

[losos] 29/12/2015 12:58

ianood - "I'm getting very worried, I find myself for the first time agreeing with montyhedge :))"

Yes, I also had similar thoughts recently, well he can't be wrong all the time can he.

[nw99] 29/12/2015 09:23

Free money this one

[leonasdad] 29/12/2015 08:50

take the versus out of the thread

[montyhedge] 29/12/2015 08:49

Yes Buy BG sell Shell it's a no brainer.Stock market gods giving you money.

[nw99] 29/12/2015 08:31

Added more BG

[montyhedge] 29/12/2015 08:28

Dividend safe 8% yield payed every 13 weeks, very nice.

[funtimejonny] 28/12/2015 15:40

Added some before Christmas. Definite buy at this price. Very confident going forward.

[sogoesit] 28/12/2015 15:03

Indeed, buy BG (I think my last trade was 652 BG giving me 250 RDSB plus £2152 cash for an equivalent RDSB share price of 1178p) at 20% discount.
Daily Mail is not going to affect jack proverbial!
Good luck and Happy New Year!

[nw99] 28/12/2015 14:37

Yes no problem here just load up with BG shares

[kkclimber56] 28/12/2015 12:58

My understanding is thst the plan is to buyback many of the new shares funded by asset disposal which will ease the pressure on the dividend

[karateboy] 28/12/2015 12:54

There will be extra RDSB shares following take over, but there will be extra income from BG part of business as well. Following completion of take over, these fund manager getting 383p cash per BG share. I am sure this is also going through their mind.

[ianood] 28/12/2015 12:48

imperial 3 - you forget that there will also be more, good quality assets, to bolster the income!

I'm getting very worried, I find myself for the first time agreeing with montyhedge :))

[imperial3] 28/12/2015 12:11

The key thing here is the yield.A cut in the dividend,would be viewed with dismay by investors,and the market would be unforgiving.A prolongued weakness in oil and gas prices can only increase this threat.When the deal goes through the resulting dilution will mean more shares for maintenance of the dividend,increasing pressure on the company.The question is,can they hold it? Surely,these thoughts,must be going through the minds of fund managers and key shareholders.

[shaggies_view] 28/12/2015 11:17

Establishment will ensure the deal goes through. Joe Bloggs has no chance preventing the deal from taking place.

Shaggy

[karateboy] 28/12/2015 08:52

Institutional investors except Standard life appear supporting the take over. As these institutions have invested in both Shell and BG, take over will be win win situation for them.For each BG share they hold, they will get 383p cash and about 0.45 of RDSB share. They will get some cash and extra RDSB shares with very good dividend. So I believe there is a good chance that the take over will go through.

[montyhedge] 28/12/2015 07:53

Don't care really either way, 8% yield paid every 13 weeks. If deal off share would go to £22 one analyst said, if it goes through the £22 a bit longer, either way shareholders in Shell will be the winners.

[imperial3] 27/12/2015 17:46

He is absolutely right about this deal.He has in any event reinforced my belief to vote against this deal.The only other option is a renegotiation of terms,which now would be most unlikely.I cannot see oil returning to $70 any time soon.

[11_percent] 27/12/2015 16:14

Post from iii.

----

Sat 16:54
ALEX-BRUMMER-Shell-BG-deal-no-longer-mak...
idontwanttolose
Unlike the Kraft Cadbury takeover in 2010-11, which stretched over the Christmas holiday, the Shell bid for BG is unlikely to have families choking on their ‘Fruit & Nut’ bars.
Indeed, many people won’t even have a clue as to what BG Group - once the exploration arm of British Gas - actually does.
The only time the confusingly named group attracted public attention in recent times was when in late 2014 its board, out of touch with the public mood, proposed to hand new chief executive Helge Lund a £25million pay packet.

The governance failings of a year ago almost certainly undermined the willingness of some investors to back its future independence.
The decision facing investors this holiday season is whether to accept the Shell offer, currently valued at £35billion (against £47billion when it was first unveiled in April) should go ahead.
Investors in both companies have until January 27 to make up their mind.
Under the scheme of arrangement the consent of 50 per cent of Shell and 75 per cent of BG investors is required.
Originally the deal looked like no-brainer. It would end the governance and scale problems for BG and give Shell access to its reserves, saving Europe’s largest oil company the huge capital costs of exploration in the Arctic, Canada and elsewhere.
The economics looked good with the oil price at the $60-a-barrel level and forecasts it would rise back to $70 by the time the deal – which awaited overseas approvals – was done.


To Read more on this article:



I personally think the deal has gone to far now not to complete and hope that it does but as always DYOR

[leonasdad] 27/12/2015 12:06

bp mulls over lithium purchase and 'the deal' to supply power storage to original BAE systems & and indigeonous UK soverign marconi - get the drift?

[veryniceperson] 27/12/2015 12:01

Not like you to be bullish Monty.

[montyhedge] 27/12/2015 09:59

1735p by the time we get Finals in February.Also the massive dividend it will be increased by a 1p.

[leonasdad] 25/12/2015 22:45

BP everytime.