Shell Share Discussion Threads

[lippy4] 04/8/2022 09:25

may be its because a trillion dollars has been pulled for oil and gas exploration in the past few years,so its becomes less available so price goes up..

look how much was pulled in the usa which was exporting large amounts by biden..

[xxxxxy] 04/8/2022 09:04

Sorry.Cannot blame Russia for this.The problem is Climate change religious Fanatics.

[xxxxxy] 04/8/2022 09:02

Refusing to pay energy bills will push up costs for all, the energy regulator has warned, ahead of an expected leap in average household bills which will deepen the cost of living crisis. Jonathan Brearley, chief executive of Ofgem, urged households not to take part in a growing civil disobedience campaign, as he blamed Russia for soaring wholesale gas costs. The grassroots Don't Pay UK campaign is calling for people to boycott their bills in October. Martin Lewis, the founder of Money Saving Expert, has warned Britain is approaching a "poll tax moment". ... Daily Telegraph

[charggg] 04/8/2022 08:44

What makes you think there was any vision in this management post pandemic? In later half of 2020 they were proclaiming that oil prices will not go over $60/bbl for years to come, and was one of the reasons to sell the green energy transition dream to shareholders to placate them for cutting their dividends by over 60%. Big CEOs and Boards are paid for their ability of foresight, not hindsight. If Shell's management has no vision of how their own cyclical oil industry operates then I wouldn't trust them with a completely new business model of green energy sector. And Shell's share price performance says this. With $8bn a quarter buyback limit, Shell has announced only $6bn buyback, lower than bp like for like. No wonder bp is outperforming even though bp has poor assets, value and strategy.

[lippy4] 04/8/2022 08:31

theres only one answer,go and work for shell.. lol

[xxxxxy] 04/8/2022 07:05

Buying back shares seems to indicate a lack of Vision by management. Lack of Vision means lack of Direction. Polishing eco credentials is no substitute for direction and management responsibility.

[xxxxxy] 04/8/2022 06:06

True.Hero's engine took a few years too.That's science for you.Time resolves all.

[xxxxxy] 04/8/2022 05:56

The Regulator of Offshore oil and gas has interpreted their brief as rapid rundown of the  U.K. North Sea in pursuit of net zero targets. Unfortunately this just means we import more gas from abroad which costs us far more and entails the production of more CO2 than burning our own. There are now indications of a welcome change of approach. Gas is a crucial transition fuel this decade. We need to do far more to produce our own at a time of gas shortage and the use of gas as a weapon by Russia. A good new policy will bring more U.K. private investment and more better paid jobs.... John Redwood

[andyadvfn1] 03/8/2022 12:02

Whoa, OPEC production increase to come....100k b/day

[charggg] 03/8/2022 11:49

Let's hope after the summer holidays in September all the hedge funds and pension fund managers would be back to their desks pressuring Shell management on such a lousy pace of returning and boosting dividends. This CEO and management are too comfortable in their chairs to think about hoarding the cash instead of returning to shareholders when times are good. And if suddenly the war is over and oil and gas prices are down, they will have another excuse to not returning cash. Such a shame its so undervalued due to this incompetent management.

[spud] 03/8/2022 11:09

Charggg - We ONLY own the Company. Why should we be given any decent benefits?

spud

[andyadvfn1] 03/8/2022 11:02

nuclear fusion seems to be a forever jam tomorrow story

[charggg] 03/8/2022 09:07

Great financial success - from the look of the share price and lack of dividend increase, looks like Shareholders are the only one who lost out. This management is abysmal even compared to their own returns performance pre pandemic."Shell gave most employees a bonus equal to 8% of their annual salary "The award enables those employees to share in our current operational & financial success," Shell said"https://www.bloomberg.com/news/articles/2022-08-03/shell-hands-out-8-salary-bonus-to-employees-amid-record-profits

[xxxxxy] 02/8/2022 15:46

An Oxford start-up that claimed a major breakthrough in the quest for nuclear fusion is seeking £400m to fund the next stage of its research.First Light Fusion made headlines in April when it said it had achieved the reaction using its method of firing projectiles at fuel. It now needs cash to get to the next stage of development: a "gain" experiment, where more energy is produced than put in. This is an important step towards commercialising the technology.First Light Fusion hopes to hit its funding target in the coming months, according to people close to the firm. Chief executive Nick Hawker, who founded the company in 2011, is understood to be gauging interest from investment houses and the wealthy. Sky News first reported the raising.The process of nuclear fusion melds atoms together, which releases energy. It is the same reaction that generates energy on the sun. This is separate from nuclear fission, the reaction used in power plants where atoms are split to create energy. In fission, nuclear waste is generated as an unwanted byproduct.... Daily Telegraph

[charggg] 02/8/2022 11:50

Start of Jan 2021, there were 7.8bn shares in issue vs today of 7.35bn. So reduction of around 5-6%. In 2021 buybacks were not as big, as the Permian sales proceeds buyback started in 2022.

[the white house] 02/8/2022 11:48

YTD share price increase as at 9amTotal + 10pcBP + 23pcShell + 33pc

[adg] 02/8/2022 09:40

Would IR have meant 10% including buybacks from 2021 to date perhaps ?

[charggg] 02/8/2022 09:24

10% buyback is forecasted by end of this year if another similar buyback is repeated in Q4. This has been clarified in the analyst Q&A webcast.https://www.youtube.com/watch?v=_F-BrMAQOH4

[adg] 02/8/2022 09:17

IR definitely said 10% BB since it started
I too had calculated 6%

[bbonsall] 02/8/2022 08:07

I have just calculated that Shell bought back 6% of its shares in the past 12 months. The share price has risen about 50% in that time. Who could ever possibly prove that 6% of that rise is attributed to the buybacks? Dividends are real!

[tornado12] 02/8/2022 07:50

Shell is a sin stock like Tabacco for the rest of this decade. The share price is not sustainable without the support from attractive dividends. So the idea to believe we will reach 30 or 40 GBP in my opinion is not realistic. The true reward is sustainable dividends in region of 6% with strong FCF, balance sheet to cover this return. I have never seen BB give 50%+ boost to the share price .. look at ABRDN and AVIVA as excellent examples in the last few years.....Buying 25% of your stock and still dont improve the share price... ABRDN is still buying back and its share price is a disaster. There needs to be shareholder activist pressure on Shell BOD to shake up and wake up

[adg] 02/8/2022 07:17

Spud - can’t say I like the buybacks in lieu of increased dividends myself and would rather have the moola in my hip pocket however… I do think in a year or twos time we may well be looking back and thinking it was the right thing to do (buying £40 notes for £20) and be looking at a share price north of £30 perhaps close to £40

[spud] 02/8/2022 06:56

Spent all their money on buybacks. Remember, they are generously returning your money to you via this outdated, so called, value enhancing mechanism. Fortunately, many are now seeing it for the sham it really is.Trust me, it's like the Emperor's New Clothes.spud

[tornado12] 02/8/2022 06:22

10% rise in divi @ BP .. when will Shell wake up ?