Shell Share Discussion Threads

[chiefbrody] 10/4/2024 20:03

Well talk of listing elsewhere, higher oil and continual buybacks probably overrules any chart patterns.

[supermarky] 10/4/2024 19:08

Not wanting to be a doom merchant but look at the 3 year chart and the share price is right at the very top of the up channel.

[xxxxxy] 10/4/2024 12:59

Problem is the battery , one way or another ...the Laws of Physics are unforgiving and just maybe God.

[xxxxxy] 10/4/2024 12:57

Volkswagen electric car sales plunge as Europe returns to petrolDemand for EVs falls by 24pc amid high energy prices and rollback of subsidiesMatthew Field...Daily Telegraph

[xxxxxy] 10/4/2024 12:35

Absolutely agree ...

[isis] 10/4/2024 09:53

The US are wealth creators - over 60% of individuals own shares and most have 401k's. They understand that a thriving Stock Market is a key to Wealth and the Public are in there. Property is pushed at every level in the UK making it unaffordable for most people and other investments are ignored. If they lose a Company like Shell it may cause an Avalanche of others that don't need to be here.
They really are playing with Fire.

[isis] 10/4/2024 09:02

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 08:44

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 22:22

@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 22:20

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 19:08

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 18:34

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 18:32

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 18:23

@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 17:24

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 17:15

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

[craftyale] 09/4/2024 17:01

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 16:13

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

[adg] 09/4/2024 16:09

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 15:52

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.