Shell Share Discussion Threads

[diku] 06/11/2015 11:24

So is it around 32p?....

[eaaxs06] 06/11/2015 11:11

$0.47

47 cents.

[diku] 06/11/2015 10:05

What is the divi amount in £ here?....it goes ex divi next week...

[xxxxxy] 06/11/2015 10:01

Oil - slippery stuff, but sticking with it.

[redips2] 05/11/2015 09:53

Maybe.... there is a gap at 15.70'ish .

[diku] 05/11/2015 09:22

Anybody think 1600p coming again?...

[0rient] 05/11/2015 09:21

Buying a few on todays pullback...glad i got the chance again :-)
Ex - divi next week too

[daveofdevon] 05/11/2015 09:17

The easy answer is ignore the A shares which relate to the "Dutch" part of the business and open the door to Dutch withholding tax on dividends etc.

[diku] 04/11/2015 18:38

What pills they taking?...

[frankf1105] 04/11/2015 13:18

Think they must be on some crazy stuff at Barclay must be pop a pill day in the office

[pixi] 04/11/2015 09:24

hxxp://www.directorstalkinterviews.com/royal-dutch-shell-plc-66-5-potential-upside-indicated-by-barclays-capital/412682514

[fjgooner] 03/11/2015 17:55

Oil futures are gushing up right now Brent +3.25% to $50.38. Looking good.

[sogoesit] 03/11/2015 12:03

From today's management presentation (excerpts. addresses the $60 scenario, in fact "mid-$60's oil")):

"The NAV oil price breakeven for the recommended combination is currently estimated to be at mid $60s Brent prices, taking account of the transaction structure, current equity market conditions, reduced operating cost forecasts and capital expenditure over time, together with other factors, including synergies.
At the time of announcement of the recommended combination in April 2015, Shell stated its expectations for accretion to cash flow from operations per share from 2016, accretion to earnings per share from 2017, and a neutral impact to return on average capital employed in 2018, with potential for growth thereafter. These statements were made on a current cost of supplies basis, excluding identified items, and reflected the prevailing market view on oil prices at that time.
Since April, the prevailing market view on oil prices has fallen by $10-$15 per barrel on average over the period to 2018. Despite this, Shell’s assessment of the expected accretion for both cash flow from operations per share and earnings per share, and the effect on return on average capital employed, remains unchanged, and plans for share buy backs remain unchanged. This reflects the significant potential for creation of value for shareholders in the transaction."

And BG combination said to enhance ability to pay dividends:

"Future dividend and share buybacks
Shell aims to balance cash inflows and cash outflows over the business cycle, and to finance competitive investment programmes and shareholder distributions irrespective of short term oil price fluctuations.
Our financial framework is highly competitive, with balance sheet gearing at 12.7%, similar to year ago levels, despite a halving of oil prices. Both net investment and dividends have been covered by operating cash flow over the last year to Q3 2015, when oil prices have averaged $60 per barrel.
The recommended combination with BG should enhance Shell’s free cash flow, enabling debt reduction, and further improvement in the company’s capacity to pay dividends and fund share buybacks. This is a major driver behind Shell’s intention to pay a $1.88 per share dividend in 2015, at least $1.88 per share dividend in 2016, turn off scrip dividends in 2017 and undertake a share buyback of at least $25 billion in the period 2017-2020."

[11_percent] 03/11/2015 11:56

It is not about the price of oil, at the moment.

Will the deal go through. If you think it will, buy BG.

[imperial3] 03/11/2015 11:48

They say that they can make the deal work with oil at mid $60 a barrel.With oil below $50 a barrel,I do not see that forecast figure being attained any time soon.

[imperial3] 03/11/2015 11:48

They say that they can make the deal work with oil at mid $60 a barrel.With oil below $50 a barrel,I do not see that forecast figure being attained any time soon.

[imperial3] 03/11/2015 11:30

They were too hasty in their bid for BG.With the declining oil price it would have paid to wait a bit longer to seek better terms.I do not buy the argument that if they did not show their hand somebody else would have jumped in.

[chairman20] 03/11/2015 09:29

Shell Confirms BG Bid savings

gives mid 2016 for completion

I would have thought Shall would fall
and BG rise on the more secure arbitrage

hasn't happened

[sarkasm] 02/11/2015 14:43

Next div ex-date Nov 12 2015
Next div pay-date Dec 18 2015

[fangorn2] 02/11/2015 13:20

Some interesting comment over on Seeking Alpha viz Shell

30th Oct'15:-"Top Takeaway From Royal Dutch Shell's Third Quarter Results"




30th Oct'15:-"Shell Loses $6 Billion In 2015 3Q: Good News For Investors!"



Happy to keep nibbling here myself.

[sarkasm] 02/11/2015 10:34

LONDON--Oil major Royal Dutch Shell PLC (RDSB.LN) said Monday it has now sold its Butagaz LPG business in France to DCC Energy for 464 million euros ($512.78 million), following the approach made in May.

However, its other businesses in France--aviation, commercial fleet, lubricants, retail, and bitumen--aren't impacted by this transaction, the company said.

Separately, Shell said it has sold its 75% interest in Tongyi Lubricants in China to Huo's Group and The Carlyle Group, following regulatory approval. The commercial terms of the agreement will remain confidential it said.

"Both divestments are consistent with Shell's strategy to concentrate its downstream footprint on assets and markets where it can be most competitive, and to divest its LPG businesses worldwide," the company said.

Write to Ian Walker at [e-mail]; @IanWalk40289749

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[diku] 02/11/2015 09:37

When the BG deal was announced the Oil price was higher than what it is now hence the doubts over money they are paying with possibility of further weakness in the oil price......if the same deal was announced today then RDSB could have pitched in few billions lower....

[84stewart] 02/11/2015 09:32

No the price they want to pay is what they think BG. Is worth company on company BG is the stronger one they have besrpt assets if she'll don't go for them someone else MAY and that could put she'll at a disadvantage lng wise exone are not sitting back they are watching what develops imho