Shell Share Discussion Threads

[isis] 10/4/2024 10:02

The Government seems to be blind as to what is happening. The UK Stockmarket is at least 30% undervalued, if the valuations were nearer US and EU one's this would add over a Trillion Pounds to it's value creating wealth for Pensioners and Shareholders as well as making it less easy for cheap takeovers, plus all the knock on benefits and growth for the UK.
It's a Win Win Win situation to have a healthy Stock Market.

A UK ISA and maybe a Nat West IPO is not really gonna cut it tbh. They need to do something significant to stop the rot.

[loganair] 10/4/2024 09:44

Regulations and politics have pushed pension funds to invest more heavily in bonds because the government has such high deficit spending they need to make sure their is a buyer for all the extra bonds they're needing to push onto the market.

[jrphoenixw2] 09/4/2024 23:22

@Isis/4664: An example to illustrate: 'Over the past decade, regulation and politics have pushed pension funds to invest more heavily in bonds, because they're considered safe assets that reduce portfolio risk. Pension funds are one of the main buyers of British government bonds. 5 Oct 2022'


And re: your impressions. Agreed, there seems no consolidated voice or source apart from the occasional article outlining the situation.

ps. It's imteresting that when I receive staturory TR-1 'Notitifications of material holdings' statements for shares I own, I'm struck by how often those names are Canadian state teachers pension funds (Ontario etc). I never see similar UK state holdings.

[adg] 09/4/2024 23:20

Is it this next quarterly update in May that we will hopefully hear of divi hike? I seem to think it is but can’t recall why. Didn’t sone anal-ysts expect it last quarter?

[chiefbrody] 09/4/2024 20:08

If somebody offered you an extra 8 quid on the SP, would you sacrifice poorer dividends for a while? Dividend here has been pretty naff post Covid. Unless you got in at 9 quid :-)

[isis] 09/4/2024 19:34

The Tories have been an absolute feking nightmare for the past 14 years. I don't think we'll see them back for at least 10.

[isis] 09/4/2024 19:32

I can't find many actual ratios but nearly all of them say Equities/Bonds/Property but with very little on how much in each.
It seems most have more Foreign Equity holdings than UK whereas the Foreign Pension Funds are very heavily into their own Domiciled markets, some over 50percent.
This is the number one problem with our market imo

[jrphoenixw2] 09/4/2024 19:23

@Isis^ Problem is the last time the government 'looked at it' the resulting legislation was that the pension industry were legally required to divest from shares and re-invest in bonds, including (conveniently for the government) government bonds.

It's one of the reasons the FTSE has for years underperformed.

[isis] 09/4/2024 18:24

These Companies complaining about their undervalued shareprices have very little or nothing of their own Pension Funds invested in the UK Stockmarket.
Pension Funds owned 50% of UK Shares 30 years ago, today it is less than 3% - the whole thing needs to be looked at.

[vitrina] 09/4/2024 18:15

It depends on your strategy doesn't it. I invest in Shell for the dividend, capital growth is a bonus.

[craftyale] 09/4/2024 18:01

Shareholders of ARM, for example, aren't concerned about withholding taxes on divs. I'll take the share price growth that SHELL would provide in the U S. The U K resents success, Americans respect it.

[vitrina] 09/4/2024 17:13

Beware what you wish for, our divis will be hit with a withholding tax.

[adg] 09/4/2024 17:09

Ben really is a muppet - again sending the wrong message to the world - shell is about 25% off it’s all time high in Mkt cap terms (which is the important measure)
He was is still is a complete muppett

[jrphoenixw2] 09/4/2024 16:52

From rolling broad-sheet news:
4:31PM
Shall is ‘massively undervalued’ says ex-boss

One of the FTSE 100’s largest companies is “massively undervalued” according to its former boss.

Ben van Beurden, the Shell chief who led the oil company when it axed its listing in the Netherlands, has suggested it could benefit from switching to a US listing.

Ben van Beurden told the Financial Times that oil companies listed in America benefited from higher valuations and “more positive” attitudes from investors. He said:

"All these factors conspire against the [companies] listed in Europe. And I think increasingly that will be a problem .̴1;. . Something will have to give. The company is massively undervalued . . .̴1;the share price today is at an all-time high, but it could be significantly higher from where it is today.

[craftyale] 09/4/2024 14:28

Think about how stupid the average person is, then realise that 49 percent of the population is even more stupid.

[nk104] 09/4/2024 14:16

The last Budget extended the sunset by another year. And Labour is planning to remove the '90 per cent investment loophole'.

Fine, they will learn a permanent high percentage of nothing is nothing.

[jrphoenixw2] 09/4/2024 12:34

CB @#4649: 'Would have said lower rate of CT but now we’re at 25% there’s little advantage over other counties now.'

'May 2022: Then-Chancellor Rishi Sunak unveils 25% windfall tax as oil and gas prices surge in the wake of invasion of Ukraine. Windfall tax due to end December 2025. Headline rate of 65%. November 2022: Jeremy Hunt unveils 10% hike to windfall tax and extends “sunset” to March 2028'.


I don't see a case for Shell staying here, what with the legislating of punitive 'sin taxes' on oil and gas, which will become permanent and quite probably worse.

How could any company consider a say 50-year project with tax policy turning on a dime every six months?

'Much better we import O+G from, er, often despotic regimes who don't give a damn about the environment etc than harvest our own, eh?.'

[craftyale] 09/4/2024 11:48

From an share price number only perspective that's an all time high I believe. FWIW.

[kkclimber56] 09/4/2024 10:08

There is no case

Sad though

[chiefbrody] 09/4/2024 10:07

Would have said lower rate of CT but now we're at 25% there's little advantage over other counties now. Certainly not enough to counter the socialist anti business (and mad dash to net zero) agenda over here.