Shell Share Discussion Threads

[essentialinvestor] 21/1/2016 08:50

You are in very poor company then red as have just added a few )

Your timing better than mine in fairness.

Even RIO bounced at the open!, not Shell.

[stevenrevell] 21/1/2016 08:48

Cum on £12.50

[redartbmud] 21/1/2016 08:41

EI

I must be mad. Bought a few this am

red

[diku] 21/1/2016 08:01

Essential....I get your drift...just burst out laughing!..

[diku] 21/1/2016 07:59

zyzzyva...have to agree below from your earlier post....also the CEO will prepare to depart within the next 12 months with a super golden handshake...all normal practise within PLC casino merry go round...



imo there will be huge writedowns with the first set of results from shell post the deal. imo shell will have to cut its dividend whether or not it goes ahead with the deal. but after doing this value destructive deal deal, its entire dividend will be at risk.

[essentialinvestor] 21/1/2016 07:56

diku, don't send Mr Zy off on another tangent, he has just this morning
accepted BG is a done deal, that thought will make his head explode.

[diku] 21/1/2016 07:54

Never know there could well be a twist to the RDSB & BG deal....what chance a third party enters by seeking a merger with RDSB?....they could approach RDSB big holders directly....any names that makes a good financial sense?...

[essentialinvestor] 21/1/2016 07:53

IF, nice sentiments although Rudyard Kipling ended his days in desperate depression unfortunately.

[chairman20] 21/1/2016 07:48

If you can keep your head
when all about you are losing theres

[essentialinvestor] 21/1/2016 07:29

Shaggie, it may be the gift that keeps on giving as oil appears
to be falling again, or should that be yet again!


Some major whipsaw moves today for markets in either direction would think.

[zyzzyva] 21/1/2016 07:05

agreed, it looks like shell investors will vote for, but i am shocked.

i believe the management when they originally argued that the deal made sense at a $70 oil price. that was the long-term thinking. clearly the world has changed and we are not going to see $70 poo any time soon.

deal value has dropped from $70bn to $56bn with the falling RDSB, but energy assets have tumbled with the crashing oil price. they could buy the equivalent of 3 or 4 BGs now for that price. it is irresponsible. they need the funds to take advantage of the opportunities.

i was shocked at the hype around BGs trading news. they gave very little information. production volumes growing, so what. on a replacement cost basis the numbers would be a disaster, and we would see that if we ever get to see this years Q1 results.

imo there will be huge writedowns with the first set of results from shell post the deal. imo shell will have to cut its dividend whether or not it goes ahead with the deal. but after doing this value destructive deal deal, its entire dividend will be at risk.

[shaggies_view] 21/1/2016 04:38

Nice post Buffy. Shell will be up sharply this morning....
Yesterday was a gift....

Shaggy

[shaggies_view] 21/1/2016 04:21

Easy guys...Zyzzy makes some good points (might not be strictly valid but nevertheless plausible).

Deal will go through .....

[buffythebuffoon] 21/1/2016 02:45

The declining Shell share price has got next to nothing to do with the BG deal. It will go through, and in the fullness of time the deal will make sense. Sure, the return will be less in the short term than if oil stayed at $100bbl, but RDSB will be bigger and stronger.

Reading posts on here you can smell the fear. The dynamics of a market crash are fascinating. Can anyone tell me why buying RDSB at over 10% yield will be anything other than a rare opportunity to more or less guarantee a 100% overall return within 36 months or so.

The advice that Buffett gave to be greedy when others are fearful, was made for just the occasion presenting itself today. I was wondering today how many pensioners to be across the land are just about to accept an annuity of around 4%?

Buffy (3-5 years away from being one)

[badtime] 21/1/2016 01:03

Might expect 500? ...now that is naive

[diku] 20/1/2016 23:31

RDSB share price is indirectly telling the insiders to walk away from BG deal....it is getting to a stage of loss of confidence at board level...even if the CEO steps down no doubt he walks with a golden goodbye with his pension...wider shareholders hung high and dry as usual....where is wider shareholder voice...no wonder the insider exclusive club survives in the merry go round...

[zyzzyva] 20/1/2016 23:22

diku - i agree completely that if the deal is pulled the RDSB price will bounce at least 15%. imo the reason the RDSB price fell more than BG today was precisely because the management was pushing so determinedly ahead with the deal regardless of the sliding oil price. it was nothing to do with the respective company results.

[diku] 20/1/2016 23:12

If the deal goes through does the RDSB CEO get a pay rise?...If RDSB walks away from the deal the price will probably rise by 15%...insiders need to put their egos aside...

[zyzzyva] 20/1/2016 23:05

can you explain how a company with 90,000+ employees can buy another company with 5,000 employees and fire 10,000 employees to justify the deal? are we taling real synergies or makebelieve ones? if there are synergies, you might expect 500 or 1000 or even 2000,..... but 10,000 ????? what have these people been doing? building tunnels?

[zyzzyva] 20/1/2016 21:10

so what. they are buying a company with 5,000 employees and firing 10,000 employees to justify the deal? i have never seen anything like this before. what work are the 10,000 doing? are they "cost savings" part of the deal, are they firing people in forecourts, doing maintenance work etc as part of the deal "cost savings" ? if these people were surplus to requirements, why have they not already made the cuts?

[badtime] 20/1/2016 21:09

EI ..u've noticed ...they seem somewhat reluctant to give that info....is that 67 including the BG thread?

[whiskeyinthejar] 20/1/2016 20:58

Hint: Shell has over 90,000 employees.