Shell Share Discussion Threads

[ariane] 01/7/2021 21:02

Certainly a possibilty that RSB will increase its divi yield

present yields for european oilies for comparison


totalenergies 7.04pc


Eni 6.73pc

BP 4.82pc

RDSB 3.55pc

[chiefbrody] 01/7/2021 18:12

Yes i'd like to see a 50% div increase to bring the divi back to circa 50% of before. Probably more like 10% though.

[tornado12] 01/7/2021 17:54

RDS over-cooked to 67% divi reduction as this is also fundamental to supporting share price if they can close this gap to -50% within end of next year I would be happy on medium term investing. Today I am divesting my new and divi monies into better divi generators with long term robust revenues and strategy. I have not sold my base holding and believe they can transform their energy business as fast or faster than peers !

[the white house] 01/7/2021 16:37

Monster QJuly 29 Q2 results & divvi announcementexpecting a game changing call alongside big numbers. Buybacks or hopefully bigger and bigger jump in divvis

[waldron] 01/7/2021 07:13

CNBC


European markets set to edge higher amid cautious start to the second half

Published Thu, Jul 1 20211:38 AM EDT

Elliot Smith
@ElliotSmithCNBC


Key Points

The pan-European Stoxx 600 closed out its fifth straight positive month on Wednesday, and starts the second half up 13.49% year-to-date.

Global investors will have an eye on the latest weekly jobless claims data out of the U.S. at 1:30 p.m. London time on Thursday.

June’s manufacturing PMI (purchasing managers’ index) readings are due out of the euro zone and U.K. on Thursday morning.

European markets are set for a slightly higher open on Thursday as global investors make a cautious start to the second half of 2021.

Britain’s FTSE 100 is seen opening around 18 points higher at 7,055, Germany’s DAX is expected to add around 67 points to 15,598 and France’s CAC 40 is set to climb around 35 points to 6,543, according to IG data.

The pan-European Stoxx 600 closed out its fifth straight positive month on Wednesday, and starts the second half up 13.49% year-to-date.
PUBLICITÉ

The mildly optimistic open expected in Europe diverges from the overnight trend in Asia-Pacific, where markets pulled back as a private survey showed Chinese factory activity growth slowing in June. Asian markets are also being weighed down by concerns about a rise in coronavirus infections and fresh lockdowns in the region.

[xxxxxy] 30/6/2021 13:21

11:59amOil continues to rally Oil is on course for its best half since 2009, extending gains today, ahead of a key OPEC+ meeting that's expected to bring an increase in supply.The alliance is expected to increase output in August by about 550,000 barrels a day, according to a Bloomberg survey.Goldman Sachs forecast a similar boost, but said that even a surprise hike of 1m barrels a day wouldn't be enough to kill crude's rally. Today, Brent crude has lifted 0.63pc to $75.23 per barrel and US crude has pushed 0.83pc higher to $73.81. .... Daily Telegraph

[waldron] 30/6/2021 08:01

European stocks head for cautious open to end positive first half of the year

Published Wed, Jun 30 20211:02 AM EDT

Elliot Smith
@ElliotSmithCNBC


Key Points

European investors will be monitoring a host of economic data on Wednesday, including U.K. first-quarter GDP growth figures and a raft of French, Italian and wider euro zone inflation prints.

Global markets are also looking ahead to potentially significant U.S. labor market data later in the week.

European stocks are set for a muted open on Wednesday, with global markets looking to close out a positive first half of the year.

Britain’s FTSE 100 is seen around 7 points higher at 7,095, Germany’s DAX is expected to climb around 12 points to 15,703 and France’s CAC 40 is set too gain around 8 points to 6,575, according to IG data.

[waldron] 29/6/2021 07:34

European markets head for flat open as investors watch delta variant, await U.S. data

Published Tue, Jun 29 202112:48 AM EDT

Elliot Smith
@ElliotSmithCNBC


Key Points

Global investors are looking ahead to potentially significant U.S. labor market data later in the week.

Euro zone economic, industrial and services sentiment surveys for June will be published at 10 a.m. London time on Tuesday, along with a June consumer confidence reading and inflation expectations.

European stocks are heading for a muted open Tuesday as global investors monitor the spread of the delta Covid-19 variant and await key economic data out of the U.S.

Britain’s FTSE 100 is seen around 4 points lower at 7,069, Germany’s DAX is set to inch around 8 points lower to 15,546 and France’s CAC 40 is set to shed a single point to 6,557, according to IG data.

[grupo guitarlumber] 28/6/2021 15:55

Jon Rigby from UBS retains his positive opinion on the stock with a Buy rating. The target price is unchanged and still at GBX 1860.

[waldron] 28/6/2021 06:48

European markets head for cautious start to the week

Published Mon, Jun 28 20211:25 AM EDT

Holly Ellyatt
@HollyEllyatt


Key Points

European stocks are expected to open cautiously on Monday reflecting mixed sentiment in Asia-Pacific markets overnight.

London’s FTSE is seen opening 6 points higher at 7,142, Germany’s DAX 7 points higher at 15,615, France’s CAC 40 2 points higher at 6,625 and Italy’s FTSE MIB up 3 points at 25,514, according to IG.

[the white house] 25/6/2021 10:51

Monster heatwave coming this weekend to NW US , around 100F for 4 days will require massive AIr Con energy output

[waldron] 25/6/2021 08:01

European shares set to inch higher as investors monitor recovery, tapering fears

Published Fri, Jun 25 20212:35 AM EDT

Elliot Smith
@ElliotSmithCNBC

Share
Key Points



The Bank of England on Thursday forecast inflation hitting 3% at its peak before cooling down, but insisted the spike above its 2% target would be transitory.

Investors will be watching for a key U.S. inflation indicator on Friday when the Commerce Department releases the core personal consumption expenditures index.

European stocks are set to open slightly higher on Friday, tracking global sentiment as investors place faith in the prospect of a steady economic rebound.

Britain’s FTSE 100 is seen around 9 points higher at 7,119, Germany’s DAX is set to climb around 24 points to 15,613 and France’s CAC 40 is expected to add around 10 points to 6,641, according to IG data.

[xxxxxy] 25/6/2021 07:45

Time for the UK to tell the COP26 main players some home truthsJUNE 25, 2021 4 COMMENTSThere is a part of the UK establishment that is always keen to belittle and run the UK down, claiming we are small and unimportant now we have left the EU. They ignore the facts that we are the second biggest contributor to NATO, a member of the UN security Council, the fifth largest world economy, a member of the G7 and the Commonwealth, and an important influence on world events. This autumn sees the UK chairing the COP 26 Climate conference, shortly after we chaired the G7.There is however one important area where I agree with them that we are small and not very important, and that is in the list of countries and regions that put out the most carbon dioxide. Ironically here the establishment seem to think it is the UK that has to do so much more, when all the figures show attention needs to be focussed on the Big three carbon generators, China, the UDSA and the EU. Between them they account for 52% of the world output compared to our 1%. In other words if the UK eliminated all its carbon dioxide output it would have the same effect on world figures as the Big 3 cutting their output by just 2%.China is still saying she intends to increase her massive carbon output further this decade before finding some ways to start to curb it. China needs to be challenged on her large and growing output. At 29% of world CO2 she is by far and away the biggest single source. If the UK eliminated all its CO2 that would not fully offset one recent year's growth in output by China. The USA has just experienced four years under a President dedicated to increasing US output and use of cheap fossil fuel energy. He successfully boosted US output of oil and gas to help power an industrial renaissance by onshoring investments that had gone abroad and expanding US output. The new President thinks this was a wrong policy but has yet to announce the ways in which he intends to redirect US activities. We await a detailed plan with timetables on how to get US people out of their internal combustion engines cars, eating less meat and putting in electric heating. The EU too has a similar issue. Germany remains wedded to a major car industry which largely sells diesel and petrol vehicles. The country burns a lot of coal and says it intends to keep coal in its power mix at least until 2035. How is this compatible with the EU's aims? The EU is around one tenth of world carbon dioxide production.As Chairman of the Conference the UK needs to challenge the USA and EU to produce timely and convincing plans of how they will achieve demanding targets as early as 2030 as it is difficult to see them hitting them on current policy. All major participants need to see that if they do not get a much better offer from China and other leading emerging market countries world emissions will continue to grow.... John Redwood

[waldron] 24/6/2021 22:38

Oil Prices Hit 3-Year High On Draining Inventories
By Julianne Geiger - Jun 24, 2021, 4:00 PM CDT

A new optimism is entering the market, with oil prices ending higher on Thursday at what is a nearly 3-year high.

WTI was trading at $73.30, up $0.21 (0.29%) on the day. Brent was trading at $75.55, up $0.36 (+0.48%) on the day at 4:22 p.m. EDT.

The higher prices are welcomed news for the oil markets, and can largely be attributed to falling U.S. inventories, a rosier oil demand outlook, and a statement made by the U.S. government contradicting Iran’s earlier statement that the U.S. had agreed to lift all sanctions related to Iranian crude oil.

For U.S. shale drillers that have suffered a year-long coronavirus battle that sank oil prices, this is welcome news.

For oil-rich Alberta, too, the higher prices—even if they turn out to be just temporary—could be the lifeline that it needs.

For Alberta, this sharp rise in oil prices can make its budget. In fact, every day that oil prices stay at this level means another $10 million - $15 million to Alberta’s budget.

“We receive a lot of revenues from royalties on oil and gas sales, and when prices are high, that means revenues of oil producers are high and the royalty payments that they make are high,” economist Trevor Tombe told the Global News today.

Each dollar change to the price of oil this year is worth $230 million to Alberta’s bottom line, Tombe added. Alverta has budgeted on $46 oil this year and $56 oil in 2023 and 2024.

Even with the possibility of OPEC easing its production quotas a likely one, oil prices have continued to rise.

Continental’s Harold Hamm on Thursday said that $100 sure was possible.

By Julianne Geiger for Oilprice.com