Shell Share Discussion Threads

[xxxxxy] 25/1/2023 09:52

Try and read that report... Worth it...If can't read, give us a shout.

[xxxxxy] 25/1/2023 09:51

Craig Wellum [n0] Someone put this link on Daily Telegraph comments recently.A very worthwhile read - simple to understand for everyone.I suggest as many as possible read this.It just details how unrealistic, expensive and impractical Net Zero actually is.https://www.thegwpf.org/content/uploads/2022/03/Kelly-Net-Zero-Progress-Report.pdf.... Daily Telegraph

[xxxxxy] 24/1/2023 15:27

John Redwood@johnredwoodIn the cold we are relying for 60% of our electricity on gas,coal and wood and on pleas to use less. Why not put in more reliable electricity generation? As government wants us to go electric for transport and heating we need much more power on cold dark days with no wind.6:12 am · 24 Jan 2023·

[xxxxxy] 23/1/2023 16:30

Proper recycling...The mystery of where all the plastic goes after it is dumped in the ocean has long puzzled scientists.At least 14 million tons find its way into marine environments each year, yet only about one per cent is ever detected in sampling surveys.Now scientists believe they have solved at least part of the riddle. Bacteria are eating it.A new study by the Royal Netherlands Institute for Sea Research (NIOZ) has proven that the widespread bug bacterium "Rhodococcus ruber" actually digests plastic, turning it into carbon dioxide and other harmless substances.... Daily Telegraph

[geckotheglorious] 23/1/2023 10:23

Shell and Volta deal could foreshadow more EV charging consolidation

EV charging upstarts have often positioned themselves as a new guard of energy companies battling against established fossil fuel companies. However, Volta’s (NYSE:VLTA) recent agreement to be taken over by Shell (NYSE:SHEL) may be a sign of a shifting tide as struggling operators seek buyouts from cash-rich oil and gas giants.


“While the EV infrastructure market opportunity is potentially enormous, Volta's ability to capture it independently, in challenging market conditions and with ongoing capital constraints, was limited,” Volta CEO Vincent Cubbage explained. “This transaction creates value for our shareholders and provides our exceptional employees and other stakeholders a clear path forward.”


Under the terms of the latest deal, Shell provided bridge financing for the company to sustain it until the closing of the deal. As such, Shell paid a paltry premium for Volta (VLTA) at only $0.86/share, a far cry from the stock’s late 2021 peak.


Shortly after the announcement, shares of Evgo (EVGO), Blink Charging (BLNK), and ChargePoint Holdings (CHPT) all dove lower in light of the light takeover premium apparently available. Additionally, significant layoffs at European operator Wallbox (WBX) brought home the struggles the sector continues to face in terms of achieving profitability.

[xxxxxy] 23/1/2023 06:59

John Redwood@johnredwoodThe Davos imperative to cut our CO2 output clashed once again with lifestyles of many attending. Don't do as we do, do as we say was the message.5:55 am · 23 Jan 2023·

[xxxxxy] 21/1/2023 10:43

Maybe.Nuclear. Nuclear. Nuclear.And lots of patience. And common sense. And humility. And compassion. And real science. That there is very little humans can do about genuine global warming if it is actually occurring. That is debatable. Can't do nothing about sun spot activity, wobbly axis etc.Time to be honest.

[xxxxxy] 21/1/2023 10:39

The move towards a greener world free of carbon is not a partisan issue, as the Left would have us believe. It is, as this newspaper has pointed out, a goal that crosses the political divide. But what is of great concern to many people is the speed with which the transition occurs.True, it can't happen without more wind farms, solar energy and nuclear power. But if the shift is accelerated as Sir Keir is suggesting without also building the massive infrastructure that is required, there is a risk that Britain becomes more reliant on fossil fuel imports, not less – and we only have to look at our current energy bills for a reminder of where that leads.The fact is that this country is currently a desperately long way off being able to support a fully clean energy system.At Christmas, queues of Teslas snaked out of service stations around the country. There aren't nearly enough electric vehicle charging points; we have just one battery gigafactory; storage is virtually non-existent; and in some parts of the country it is impossible to build new homes because the ancient electricity grid has run out of capacity to support them.Better to allow that side of the equation to catch up before doubling down on renewables output, perhaps.... Daily Telegraph

[chiefbrody] 20/1/2023 20:13

Would be funny if Shell left the FTSE and pulled out of the UK. For good measure placing adverts across the UK media blaming said media and government (both majority left wing) for being the useless whinging trash that they are.

[xxxxxy] 20/1/2023 20:05

Definitely worth a full read.... hTtps://www.telegraph.co.uk/business/2023/01/20/green-revolution-fuelling-environmental-destruction/

[xxxxxy] 20/1/2023 18:04

About Kerry at Davos....... Marcus Leach4mWhen I see people flying in private jets to "climate emergency" conferences in luxurias locations, where they pat each other on the back and gorge on the finest foods at banquets, no, I don't think I am looking at "tree huggers". I think I am looking at rich, priviledged people on the make.I see politicians who now have an excuse to appropriate trillions of taxpayers' money to direct to "saving the planet", which they then use to enrich themselves and their friends and buy votes.... Order order

[hellscream] 20/1/2023 18:00

fully agree fhmktg, the UK has made it clear they are closed for business, let the greens have there street party when shell and bp leave.

[fhmktg] 20/1/2023 17:27

They could be running from the UK if Sunak doesn't prevail against Sturgeon and now Starmer with their commitments on future O/G policy for the NS
We need every barrel and Cubic metre of home based energy from fossil fuels for the next decade at least.
Ineos, Shell and BP might as well de-list and move their tax base to friendlier climes!

[spud] 20/1/2023 15:34

Yield 3.39% with a 4.2x cover. Yes it's ridiculous. Shell's management have been running scared of public perception for far too long under the Dutchman.

Time for a change.

spud

[chiefbrody] 20/1/2023 15:30

Less than 2 weeks till results. Would like to hear of less monstrous buybacks and big dividend increases for 2023. Div is still 50% lower than pre Covid ffs and a ton of shareholders will be dead before it gets back to old levels at this rate. 10% div increase per quarter would be more palatable.

[the white house] 19/1/2023 16:46

Couple of years back they call for lower divvis & increased growth 450p increase & 4 divvis in last year with increase in the bag. Missed the boat did they? Shell do not need their advice

[lippy4] 19/1/2023 16:36

some white elephant thats for sure,but i would like more paid in dividends and no doubt the share price would recover more..

[sarkasm] 19/1/2023 16:29

Shell needs to pay out more in dividends, claims broker


Shell’s plan to increase dividends by 15% and repurchase more than US$18bln of shares isn’t nearly enough to get its share price above rivals, Canadian bank RBC says.

“We’re not convinced competing on TSR [total shareholder return] is likely to drive material share price outperformance versus peers.

“We believe Shell should shift its payout intentions from 20-30% to simply more than 30%, which would send a positive signal to investors,” RBC concluded.

RBC has a £32 share price and an “outperform221; rating for the stock, which is currently trading at £23.50.

Wael Sawan took over as CEO as of 1 January and will need to direct the company through the energy transition and improve shareholder returns to succeed, the bank added.

“Shell has made it clear it wants to ‘earn the right’ to grow through the energy transition, so we would be surprised if Sawan opted for a transformational deal anytime soon,” the investment bank said.

Major oil and gas companies are under pressure to reduce emissions and RBC believes “Shell should pivot to a more balanced approach.”

“We believe Sawan could lead the narrative around Scope 4 or ‘avoided emissions’, which is particularly relevant for its LNG [liquified natural gas] business,” the bank stated.

RBC also believe Shell’s pursuit of being the top super-major might hinder its growth.

The oil giant has executed “many ‘first of its kind’ projects over decades,” but RBC worries that is “the reason why Shell’s returns have suffered in prior years.”

For example, “Prelude FLNG– once touted as the first of many large-scale floating LNG facilities is now increasingly a white elephant as we see it and a one-off.”


Proactive

[lippy4] 19/1/2023 15:16

no one mentions how many years it takes for an electric car to be zero rated as the amount of co2 created to make one is enormous..

my days in the autralian out back would be finished and what would the military do,think of that???

[geckotheglorious] 19/1/2023 14:47

Robin
It's like most things - great in principle, but hard to put into practice.
TSLA showing the way.

Am looking at the Megapacks/Powerwalls with interest.

:)

[robinbell] 19/1/2023 14:31

Totally agree with you.

[geckotheglorious] 19/1/2023 14:01

Robinbell
Decent subsidies is why 20% have opted for such.

Good job Norway has the necessary infrastructure for EVS!

"The problem that EV charging is creating in Norway foreshadows the problems we could have in the US, but on a much larger scale"

[...]
www.cnet.com/roadshow/news/norway-electric-car-charging-infrastructure-upgrade/
cnet.com/roadshow/news/norway-electric-car-charging-infrastructure-upgrade/



I'm not against EVs but forcing people off the roads who cant afford one is disgusting. Especially when public transport is so unreliable.

And there simply isnt enough minerals around,that can be mined fast enough, to ensure EVS replace ICE vehicles.

p.s I'm also a Tesla fan fyi in case you think I'm anti EV per se. I'm just realistic enough to see the crackpots out there pushing an agenda that simply isnt sustainable, or practical , at this moment in time.