Shell Share Discussion Threads

[zyzzyva] 15/1/2016 16:42

lol badtimes

[badtime] 15/1/2016 16:29

I do love these figures that some peeps pluck out of thin air ..does make me chuckle Re Iran ..it's not exactly a secret is it

[zyzzyva] 15/1/2016 16:23

sure but it all adds to the massive supply along with shale which apparently is not going to shut down anytime soon. and emerging countries like russia and brazil desperately need the money so they wont turn off supply.

[essentialinvestor] 15/1/2016 16:18

Added another small amount at just over 13.42, hopefully a better week
in prospect, we are due a good one but who knows.


Zz, you might want to look at how much SA pump, they utterly dwarf any Iranian
production capacity.

[zyzzyva] 15/1/2016 15:16

imo the iranians are going to flood the world with oil, price going to $6 in weeks

[ttg100] 15/1/2016 13:56

will do me
topped up some more

[sogoesit] 15/1/2016 13:29

Not at all, careful, you may be mixing up capital (in a different time frame) with income (RDSB above my 6% income threshold).
I hold for income but am protecting my capital position, as insurance.
The transaction costs are minimal and, maybe, you miss the point about timing. If you bet one way or another and hold that's a binary decision. However, since I am unable to time an investment over the long term (let me know who is) I prefer to insure against losses or, without capital, gear further gains.
I think it's called hedging ;-)!

[essentialinvestor] 15/1/2016 13:26

imperial, it looks dire, utterly dire currently,
however SA will blink, now when that happens is a guess
but happen it will and OPEC will cut production.

Slowly slowly catch a monkey with Shell, buy small amounts in stages,
just IMV only.


Very good call with your longer term $20's view on crude btw, has to be said.

[imperial3] 15/1/2016 13:20

There is nothing to stop the fall in crude.Where are the brakes? As long as each producer allows their own self interest to dominate output levels,then there is a possibility of $10 barrel in sight.As they say,divided they fall.

[essentialinvestor] 15/1/2016 13:20

A few more at just over '41.

[essentialinvestor] 15/1/2016 12:41

Added a few at 13.455.

It's another stunning drop in crude.

[essentialinvestor] 15/1/2016 12:19

Risk management surely careful.

[essentialinvestor] 15/1/2016 12:18

Yes, you will always have early adopters, bless their cotton ..
It may pay to wait in this case.

I was behind a Tesla Model S P85D coming in to Guildford a few weeks ago,
looks a little plain from behind, beautiful from a side or front view.

[sogoesit] 15/1/2016 12:16

Agreed, careful, will be interesting to see how the balance in an integrated gets struck especially with the lag in price reaction at the consumer product end.
(By the way I am long underlying RDSB but am shorting to protect a position).

[imperial3] 15/1/2016 12:15

The more oil slumps, the more compelling is the argument to vote against the BG deal.Do not expect prices to recover any time soon.All the more reason to vote no.

[sogoesit] 15/1/2016 12:13

Indeed, EI.
Most markets need folks with more money to burn to buy their initially costly products to test them out.

[careful] 15/1/2016 12:12

shell have interests in 24 refineries world wide.
they process 3.1m barrels/day of shell oil.

low oil prices are good for profits.
looking forward to Shell's next profit statement.
they rarely let us down.

[essentialinvestor] 15/1/2016 12:12

Well I am not arguing against that longer term, just pointing out that
the practicalities currently are exceptionally costly in many cases.

If you have money to burn, which some people do, then buying a high end EV
is not a bad way to spend it.

[zyzzyva] 15/1/2016 12:09

have the big shell shareholders already cast their votes on the BG acquisition? what happens if the oil price keeps falling?

[muffinhead] 15/1/2016 12:08

Essential ... it is the future

Stockmarket discounts the future

[careful] 15/1/2016 12:07

shell has huge downstream activities.
low oil price mean mega profits on petrol.diesel and refining and other areas.
the trick is to allow petrol prices/ etc to reduce more slowly than the oil price.

the profit/cash flow figures of the majors will be interesting.
prepare for a shock on the upside because of the above.

[sogoesit] 15/1/2016 12:07

Unfortunately it requires oil to make battery cars; one of the significant downsides!

Meanwhile crude is now below $30 so a short on RDSB will shortly be in order.

With crude oil low all consumers benefit, however much the pols and other talking heads dislike losing tax revenue... it'll be good for the economy... and make battery cars cheaper (since we'll need less of them and petrol prices will be affordable again)!!

[essentialinvestor] 15/1/2016 12:06

There is one parked in my neighbours driveway, agree it is a beautiful
looking car, but have you looked at the depreciation on an i8.

On a quick calculation it depreciates at approx £100 a day(from new) in the first year.