Shell Share Discussion Threads

[jrphoenixw2] 04/10/2022 14:13

Headline today: 'Tax energy firms to help poor, says Shell boss'.

On the face of it volunteering to pay higher taxes is insanity, a lynching offence. So... what's the cunning plan?

[martinfrench] 04/10/2022 09:57

anyone know anything about results from graff 2 ?

[xxxxxy] 04/10/2022 08:01

John Redwood@johnredwoodThe Regulator now says we might be short of gas this winter. Even more reason to speed up the wells we need to supply more of our own gas. When will the authorities grant all the permits needed to increase supply?8:16 am · 4 Oct 2022·Twitter Web App

[gateside] 03/10/2022 21:01

ADRs up over 5% in the US tonight

[j5ack5k] 03/10/2022 18:15

@CraftyAle - plenty of complaints from me when I look at what their peers have time in the same period.

[the white house] 03/10/2022 14:28

Pencil numbers FridayishBuybacks going well only JPM tracking closer than myself...anyone else bothered ?Anyone thinking an ex employee is going to punish any divvi raise need their head testing

[craftyale] 03/10/2022 14:20

Q3 21 was 24c or 18.06p Q3 22 will be 25c or 22p. That's a 21 percent increase as a GBP holder. No complaints here. In the same time the share price has gone from 1700 to 2300. No complaints there either.

[adg] 03/10/2022 11:57

Anybody think we will get news of a worthwhile dividend hike with 3Q numbers?
It’s the dozy useless woke cloggies last one and it’ll either be a big FU or a token parting gesture…
I have a hunch that we will get a rise to around 30cents to take us up to around/over 3%
Any thoughts…?

[jrphoenixw2] 01/10/2022 19:29

Spud: 'So why continue with the pain? Switch brokers!!'

Because with IB I trade live+direct onto the LSE, not via a discount brokers opaque 'retail desk' with added spreads. I get the best execution possible, lowest fees, just shabby admin on the divs after...

I've considered using IB for execution and then transfering the positions to a more efficient buy+hold administrator but it's yet prove worth trying that faff for added efficiency.

[charggg] 01/10/2022 12:35

Bp at least braved the dividend rise through. Shell needs to focus on saying the story that we are aiming to revert dividends back to pre pandemic levels. If Shell says its increasing dividend - media will run with profiteering headlines. If Shell reminds everyone that its a reverting to old levels after it had cut the dividend - then it might not be too bad of a PR. Anyway let's hope media focusses on Truss and Kwartng mess in the next month, and Shell can use the distraction to raise divi with less media attention. Shell can also do a tender buyback especially with GBP exchange rate in the dump to accelerate the buyback process, and get to dividend increasing stage after the buyback reduces the share count?

[spud] 30/9/2022 11:49

So why continue with the pain? Switch brokers!!

spud

[jrphoenixw2] 30/9/2022 11:32

BTW why I visted this thread this morning :) ...

Interactive Brokers paid the Shell div that was due 20-Sep on the 27th. Getting them to confirm the actual pay date of 27-Sep was like getting blood from a stone.

Disappointing. Late divs used to be very occasional and with a minor delay, now it happens on the majority of divs and the delay is much longer.

Good job I'm not on margin at present or I'd be paying them interest at the same time as they're presumably earning it on my late divs.

[jrphoenixw2] 30/9/2022 11:21

I've thought about such before. What might be better:

a) Restore the dividend and invite further windfall taxes?
b) Continue to modestly raise the dividend whilst accruing the 'unrestored element' of the dividend on the balance sheet as Cash or within reduced Debt? Ie theorestically increasing the Net Asset Value of the company that should be reflected in the share price.

[charggg] 30/9/2022 11:12

Well, its the last time he will be presenting the results as CEO next month. Will never see him again as by the Q4 results he will be gone as CEO. So better go out on a positive rewarding note for the shareholders.

[waldron] 30/9/2022 11:08

Korean Air Signs MOU With Shell To Explore 5-Year SAF Supply From 2026 -- OPIS
30/09/2022 11:42am
Dow Jones News




Friday 30 September 2022


Korean Air Lines Co. has signed a memorandum of understanding with Shell PLC to explore the supply and purchase of sustainable aviation fuel from Shell at major airports in Asia Pacific and the Middle East for five years from 2026, according to a press release published on Friday by Korean Air.

Korean Air also plans to expand the cooperation with Shell and other oil companies to secure SAF supply for other regions such as Europe and the U.S.

Shell's SAF will be produced from sustainable feedstock such as cooking oil waste, household waste and industrial waste gas, and it may have a carbon footprint up 80% smaller over its life cycle compared to fossil jet fuel, according to the press release.



--Reporting by Kite Chong, [e-mail]; Editing by Hanwei Wu, [e-mail]

(END) Dow Jones Newswires

September 30, 2022 06:27 ET (10:27 GMT)

[jrphoenixw2] 30/9/2022 10:52

'Common BvB fix your tragedy before you go'

He didn't choose to do it, he was forced by the government. If you recall, the suggestion was that energy companies were making '''unfair profits''' while the citizenry were enduring rising bills.

All very Labour and a step on the road towards nationalisation, but then that was Boris Johnson in a crisis for you.

[supermarky] 30/9/2022 09:58

Perhaps it would be more political acceptable now with Truss government. Who knows.

[lippy4] 30/9/2022 09:24

some hope!!

[charggg] 30/9/2022 09:09

Let's hope the man who cut the dividend in the first place - BvB - before he heads out the door, gives the shareholders something to cheer about in the Q3 results next month. Maybe a special dividend or ramping dividend back to old levels as a final good bye. Common BvB fix your tragedy before you go - double the dividend and halve the buybacks I'd say, just like ExxonMobil, Chevron are doing.

[xxxxxy] 30/9/2022 06:58

And hope we can help EU more.But firmly for Brexit. Absolutely.

[xxxxxy] 30/9/2022 06:57

British energy exports hit record as power crisis grips the ContinentAlmost a tenth of UK power was sent abroad in spring, study finds.... Daily Telegraph

[adg] 30/9/2022 06:02

Shell, BP etc should “do a Putin” and turn the taps off for a while - then the UK would have a real problem and maybe stop their whining and whingeing about energy companies making some profit.
We should stop all the disingenuous green subsidies (almost 30% saving on energy bills) and give the whining nannied mollycoddled general populous a real wake up call.

[lippy4] 29/9/2022 21:46

has shell become woke??

[spud] 29/9/2022 21:35

The Windfall tax is on UK assets only and it looks as if most of those are being disposed of. Allied to the fact that this government have publicly stated no windfall taxes, Shell really can't hide behind that argument. spud