Shell Share Discussion Threads

[muffinhead] 15/1/2016 12:03

saw a BMW i8 on the M62 the other day. Beautiful car!




Even more telling is that the world has reached a turning point, and is now adding more power capacity from renewables every year than from coal, natural gas, and oil combined. That trend continued in 2015 despite crashing fossil fuel prices



The internal combustion engine has a declining future


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[muffinhead] 15/1/2016 11:57

Monty your argument is flawed... with dollar appreciation, oil gets more expensive for other countries. Less demand = lower profits = lower dividends

and the Yuan is depreciating, a very large market for cars and oil




Solar and Wind Just Did the Unthinkable




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[the_man_with_the_pink_gun] 15/1/2016 11:48

STRONG SELL

TARGET £11.78P

[montyhedge] 15/1/2016 11:38

In the meantime we sit back and earn 9% for waiting.We want the £ to fall against the $. Makes bigger dividend.

[montyhedge] 15/1/2016 11:36

Only strong will survive Shell, BP, Exxon, etc.Forget the minors oil minors they will go bust.

[muffinhead] 15/1/2016 11:32

Blue chips can go bust after boom years

[aussiedonnie] 15/1/2016 10:57

Time to short this stock imo.

[muffinhead] 15/1/2016 10:56

Uninvestable



Overproduction of all commodities in the good years and now bust, famine years to follow.

Zerohedge sums it up perfectly. Blame the FED balance sheet



Fund managers expecting a sustainable recovery in energy prices are delusional and have a date with despair

[chiragmahe] 15/1/2016 10:47

Iran sanctions lifted Monday???

[losos] 15/1/2016 10:07

Careful - Another report I read said just a 3% change in supply / demand would bring the PoO back to $50 which would bring a big sigh of relief around the world. Whatever the figures are it will take only a small supply / demand shift to see a big oil price move.

[losos] 15/1/2016 10:01

careful - "talk in the Telegraph today about Russia cutting oil production and doing a deal with Saudi and opec."

This has been talked about before. They will keep any talks very hush hush so even such an elite paper as the DT is only able to guess. But it makes sense, Russia has cut it's domestic budget by 10% today, Putin will not want to do that to often!!!

[careful] 15/1/2016 09:54

reducing world oil production from 94m barrels/day to 90m would cause oil prices to double with months.
that is a reduction of just over 4% for a 100% increase in price.

they must be stupid.

[fireplace22] 15/1/2016 09:50

Must be close to the end game on oil lows. Russia cutting, US down, Saudi probably selling at nearer $20 than $30 now. All a bit suicidal.

[whiskeyinthejar] 15/1/2016 09:39

I think Iran and Russia will want crude up when sanctions dropped so that Iran can buy lots of lovely arms from Russia.

Sanctions probably lifted today or over weekend. It's well flagged, so market shouldn't react but will anyway. Could still be delayed if they fail the inspection, seems unlikely, but maybe not a weekend to leave your trades open.

Not sure whether Iran will get paws on their money frozen in US banks immediately. About $100 billion I saw quoted. Iran says it needs the money to invest in its oil industry that everyone keeps saying is so cheap to run.

[montyhedge] 15/1/2016 09:27

Wow, oil would be up to $40 in a blink. Oil bears would panic.

[careful] 15/1/2016 09:11

talk in the Telegraph today about Russia cutting oil production and doing a deal with Saudi and opec.

[montyhedge] 15/1/2016 09:09

Probable go to $28 but the weak £ helping us.

[sogoesit] 15/1/2016 08:50

Oil to test $30 again today?

[montyhedge] 15/1/2016 08:37

Deutsche Bank saying £ could go to 1.27 to the $.Wow what our dividend then. Massive.

[montyhedge] 15/1/2016 07:41

I hope that analyst is right on the £ v $ 1.29 that would give us on a unchanged 47 cents quarterly dividend of 36.4p

[montyhedge] 14/1/2016 21:06

Wow up over 7%

[lovelife1] 14/1/2016 20:38

Very nice!

[essentialinvestor] 14/1/2016 19:57

6.7% monty, keep up )

Nice open tomorrow unless China misbehaves.