Shell Share Discussion Threads

[waldron] 04/4/2018 17:33

LOOKS LIKE SHELL IS WELL SUPPORTED AT THESE LEVELS SO IT MIGHT STAY SNUG IN THE
2275 to 2375 BOX before a substantial push higher

look forward now to the 1st quarter reporting season

[waldron] 04/4/2018 17:29

Total
47.28 +1.23%


Cac 40 Index 5,141.80-0.2%


BP
481.8 +0.48%


Shell A
2,249 +0.67%

FTSE 100 7,034.01+0.1%



Shell B
2,282 +0.48%

Brent Crude Oil NYMEX 67.61 -0.81%
Gasoline NYMEX 1.96 -0.86%
Natural Gas NYMEX 2.74 +1.56%

[ariane] 04/4/2018 14:40

Is Royal Dutch Shell plc a good ISA stock after the recent share price fall?

Edward Sheldon | Wednesday, 4th April, 2018 | More on: RDSB
Image source: Getty Images.

Royal Dutch Shell (LSE: RDSB) shares have not escaped the recent FTSE 100 sell-off. After a strong finish to 2017 and a positive start to January in which Shell’s share price rallied from around 2,400p to a 52-week high of over 2,600p, the stock has since fallen back to the 2,260p level today. That share price represents a 13% decline from January’s high.

There’s no denying that Shell is a world-class company. The oil major has a total market capitalisation of almost £200bn and is the largest weighting in the FTSE 100 index. As a result, the stock is held by the majority of large mutual funds and pension funds. If you own Shell shares, you’re in good company.

But does Shell’s current share price offer value? Is the oil major a solid pick for an ISA at the moment? Let’s take a look at the investment thesis.
Valuation

With analysts expecting Shell to generate earnings per share of $2.35 for FY2018, the stock’s current forward-looking P/E is a reasonable 13.6. That’s bang in line with the average FTSE 100 P/E according to Stockopedia. It’s worth noting, however, that rival BP has a slightly more expensive valuation and currently trades on a forward-looking P/E ratio of 14.7. This suggests that Shell is the better value of the two stocks. Overall, I think Shell’s valuation is quite reasonable after the recent share price fall.

It’s worth pointing out that the oil price fell sharply during February’s sell-off, with Brent dropping from over $70/bbl to around $62/bbl. Oil has since recovered to $67/bbl, yet Shell’s share price remains depressed. This leads me to believe that it could potentially rebound higher when we get through this current period of high volatility.
Dividend

We can’t talk about Shell without mentioning the dividend, as the oil major offers one of the highest yields in the FTSE 100 at present. Last year, Shell paid its shareholders $1.88 per share in dividends. At the current share price and GBP/USD exchange rate, that equates to a high yield of 5.9%. Pocketing that kind of dividend on a regular basis, and compounding it over the long term, can really enhance your wealth.

Shell’s current dividend yield is almost double the average for the FTSE 100 (3.1%) and is over three times the yield you can expect to receive from the average cash ISA these days. So that has to be viewed as a positive. Having said that, Shell has not increased its dividend for several years now, which is not ideal from an income investing perspective. There are plenty of companies within the FTSE 100 that are increasing their dividends, and therefore may offer better inflation protection. It’s worth noting though that Shell does have a fantastic dividend track record and has not cut its payout since WW2.
Risks

Of course, the shares aren’t without risks. Another dramatic collapse in the oil price could result in the stock falling significantly. It’s also worth keeping the long-term threat of renewable energy in mind.

However, overall, I believe Shell shares offer an attractive investment opportunity right now. I own it in my own personal ISA and plan to keep holding the stock for the long term.

Buy-And-Hold Investing

Our top analysts have highlighted five shares in the FTSE 100 in our special free report "5 Shares To Retire On". To find out the names of the shares and the reasons behind their inclusion, simply click here to view it immediately with no obligations whatsoever!

Edward Sheldon owns shares in Royal Dutch Shell B. The Motley Fool UK has recommended BP and Royal Dutch Shell B.

[waldron] 04/4/2018 13:07

Total
46.855 +0.32%

Cac 40 Index 5,104.64-0.9%



BP
480.05 +0.11%



Shell A
2,240 +0.27%


Brent Crude Oil NYMEX 67.28 -1.29%
Gasoline NYMEX 1.96 -0.75%
Natural Gas NYMEX 2.69 -0.19%



Shell B
2,273.5 +0.11%


FTSE 100 6,991.39-0.6%

[waldron] 04/4/2018 09:04

MIGHT THERE BE A SELL OFF DUE TO TAX YEAR END AND THEN A BUY IN NEXT WEEK

[waldron] 04/4/2018 09:00

Total
46.925 +0.47%

Cac 40 Index 5,146.84-0.1%


BP
481.1 +0.33%



Shell A
2,238 +0.18%


Shell B
2,277 +0.26%

FTSE 100 7,034.04+0.1%



SHELL AB PREMIUM DOWN TO 39p

BY 2020 PREMIUM MIGHT BE ZERO WHEN SHARES WILL become C SHELLS perhaps if dutch withholding tax is no longer


Brent Crude Oil NYMEX 67.90 -0.38%
Gasoline NYMEX 1.97 -0.24%
Natural Gas NYMEX 2.70 +0.11%

[waldron] 04/4/2018 07:57

Royal Dutch Shell PLC (RDSB.LN) said Wednesday that it has reached an agreement with the Palestine Investment Fund to sell its entire stake in the Gaza Marine license, offshore Palestine.

The oil-and-gas company said that the asset sale, completed through its affiliate BG Great Britain Limited, is part of its plan to simplify and improve the quality of its portfolio.

The company didn't disclose the value of the sale and said that the equity was transferred to the Palestine Investment Fund at the signing of the sale and purchase agreement.

Shell said that the divesting of the Gaza Marine license will also help it to concentrate its upstream operations where the company can be most competitive and build a world-class investment case.



Write to Oliver Griffin at [e-mail]



(END) Dow Jones Newswires

April 04, 2018 02:29 ET (06:29 GMT)

[waldron] 04/4/2018 07:25

good morning guys

a loverly spring morning greets us again

yep, agree with FJ, VERY WISE WORDS OUR HOGGY

ENJOY YOUR DAY

[fjgooner] 03/4/2018 23:08

Very true 2hoggy - wise words indeed.

Of course, long term investments are less liable to such concerns of volatility than leveraged wagers, but even these would prefer to sell out ahead of a massive downturn and wait out the storm to re-invest when all is set fair once again.

The problem is when to call such a massive downturn rather than a fake news Twitter-invoked panic or a commodity spike - the latter are notorious in the lumpy reported weekly crude stock levels via various agencies. One week - gasp at +5 build, next gasp at -5 draw, averaged over crude, distillates, etc. Bi-weekly anyone?

I don't know - get 5 fake news Twitter-invoked panics wrong and one massive downturn right ... maybe you get out on equal terms?

In a non or low-paying dividend stock this would be pivotal for most strategies.

In a 6% paying dividend stock, your calls as above need to be pretty good.

For those of us who have held Shell for a bit longer, representing a way higher than a 6% paying dividend stock (on a cost basis minus inflation), your calls as above need to be very good.

Therefore, my call for myself: Stick.

FJ :)

[2hoggy] 03/4/2018 22:21

Don't you all think every ones opinions are valid until you can say they are wrong,I like to hear peoples opinions and strategies and then you can make your own minds up..

As we all know a bolt of lightening can come out of the blue and change company or world oil prices and then its every man for himself...

[waldron] 03/4/2018 22:10

tend to agree FJGOONER with possible target SOMEWHERE IN THE 2475 to 2575 BOX DURING APRIL AND MAY

[dragonsteeth] 03/4/2018 21:49

ianood , well I’m with you on waldron’s posts , they just serve no purpose for me and clutter up the board. I was going to post something similar , but thought it less controversial to just quietly put him on filter - which I guess is my loss as waldron has many good posts too, and in fairness seems a decent poster. Each to his own I guess.

[fjgooner] 03/4/2018 21:13

Shell is in great shape.

We don't need Barclays' view - as welcome as it is pricing their RDSB fair target at £30.

Just look at the Brent Crude price average for 2018Q1 - it was $67.23 - way above the $60 given as benchmark guidance by Shell itself for its forward looking estimates.

[ Please see my Brent Crude 2018Q1 data dump posted below for the $67.23 data. ]

Even a village idiot can see that this makes Shell a screaming buy at the currently depressed price below the £26 seen before the US incited sell-off a couple of months ago.

And the disconnect remains - that the US market regained every penny (or cent) well before the recent retrace - whilst our FTSE and our Shell stock recovered nothing.

Surely, this makes the UK market way under-priced in comparison to the US market - even if it wasn't already at a massive discount before that 2018Q1 event.

Valuations between the FTSE100 and the DOW post the recovery after 9/11 are shockingly divergent IMHO. And with almost every DOW or NASDAQ inspired fall, we loyally follow but fail to rebound with those events that trigger the down-turns. Very strange, don't you think?

The FTSE - which is thankfully largely outside of the Trump versus China spat - and Shell - also not part of the US Tech decline - have been remarkably slow in recovery.

Which, given the above, makes me think that the bounce back for RDSB - at sometime this VERY month - will be huge.

Despite the global issues affecting us, I remain convinced with a £25 minimum target for RDSB by the end of this month and a recovery back to our previous £26 the month after.

Let's see, eh?

FJ :)

(Oh, and with equally abject apologies to my Welsh friend for any confusion last week - I sincerely regret misinterpreting your remarks. Please accept my apology in return.)

---------------------------------------------------

Brent Crude 2018Q1 data dump:

Mar 29, 2018 70.27 69.86 70.44 69.10 25.29K 1.06%
Mar 28, 2018 69.53 69.72 70.25 68.78 141.89K -0.83%
Mar 27, 2018 70.11 70.13 71.03 69.45 131.39K -0.01%
Mar 26, 2018 70.12 70.43 71.05 69.67 183.69K -0.47%
Mar 23, 2018 70.45 69.11 70.57 68.87 283.01K 2.23%
Mar 22, 2018 68.91 69.63 69.70 68.58 286.63K -0.81%
Mar 21, 2018 69.47 67.61 69.86 67.48 401.05K 3.04%
Mar 20, 2018 67.42 66.15 67.88 66.15 326.47K 2.07%
Mar 19, 2018 66.05 66.01 66.39 65.39 272.42K -0.24%
Mar 16, 2018 66.21 65.07 66.42 64.88 264.21K 1.67%
Mar 15, 2018 65.12 64.90 65.38 64.61 208.59K 0.35%
Mar 14, 2018 64.89 64.73 65.21 64.06 267.59K 0.39%
Mar 13, 2018 64.64 64.92 65.68 64.05 320.57K -0.48%
Mar 12, 2018 64.95 65.50 65.86 64.18 240.03K -0.82%
Mar 09, 2018 65.49 63.93 65.63 63.69 286.49K 2.96%
Mar 08, 2018 63.61 64.51 64.56 63.43 294.79K -1.13%
Mar 07, 2018 64.34 65.23 65.80 63.83 332.91K -2.20%
Mar 06, 2018 65.79 65.74 66.16 65.30 199.79K 0.38%
Mar 05, 2018 65.54 64.65 65.88 64.10 261.06K 1.82%
Mar 02, 2018 64.37 64.07 64.64 63.20 266.38K 0.85%
Mar 01, 2018 63.83 64.57 65.04 63.19 340.97K -2.96%
Feb 28, 2018 65.78 66.41 66.87 65.43 27.39K -1.28%
Feb 27, 2018 66.63 67.57 67.61 66.32 106.34K -1.29%
Feb 26, 2018 67.50 67.29 67.90 66.72 188.30K 0.28%
Feb 23, 2018 67.31 66.30 67.37 65.79 201.72K 1.39%
Feb 22, 2018 66.39 64.91 66.56 64.62 253.00K 1.48%
Feb 21, 2018 65.42 65.05 65.53 64.40 245.87K 0.26%
Feb 20, 2018 65.25 65.64 65.81 64.78 289.17K -0.64%
Feb 19, 2018 65.67 64.96 65.90 64.84 125.63K 1.28%
Feb 16, 2018 64.84 64.66 65.22 64.19 239.58K 0.79%
Feb 15, 2018 64.33 64.44 65.15 63.12 292.91K -0.05%
Feb 14, 2018 64.36 62.84 64.58 61.95 349.10K 2.61%
Feb 13, 2018 62.72 62.85 63.10 61.76 367.26K 0.21%
Feb 12, 2018 62.59 62.50 64.40 62.50 349.67K -0.32%
Feb 09, 2018 62.79 64.44 64.64 61.77 399.50K -3.12%
Feb 08, 2018 64.81 65.28 65.60 64.10 346.32K -1.07%
Feb 07, 2018 65.51 67.20 67.72 65.16 567.76K -2.02%
Feb 06, 2018 66.86 67.02 67.60 66.53 328.85K -1.12%
Feb 05, 2018 67.62 68.15 68.46 66.90 335.64K -1.40%
Feb 02, 2018 68.58 70.00 70.02 67.96 307.13K -1.54%
Feb 01, 2018 69.65 69.00 69.97 68.81 336.92K 0.87%
Jan 31, 2018 69.05 68.43 69.15 68.33 20.43K 0.04%
Jan 30, 2018 69.02 69.30 69.39 68.40 135.87K -0.63%
Jan 29, 2018 69.46 70.47 70.64 69.07 202.24K -1.50%
Jan 26, 2018 70.52 70.07 70.83 70.05 227.60K 0.14%
Jan 25, 2018 70.42 70.95 71.28 69.97 301.93K -0.16%
Jan 24, 2018 70.53 69.97 70.94 69.54 308.37K 0.81%
Jan 23, 2018 69.96 69.17 70.24 69.12 343.73K 1.35%
Jan 22, 2018 69.03 68.80 69.51 68.39 250.60K 0.61%
Jan 19, 2018 68.61 69.01 69.08 68.28 278.36K -1.01%
Jan 18, 2018 69.31 69.53 69.63 68.80 270.23K -0.10%
Jan 17, 2018 69.38 69.35 69.59 68.55 280.42K 0.33%
Jan 16, 2018 69.15 70.05 70.13 68.83 322.95K -1.58%
Jan 15, 2018 70.26 69.88 70.37 69.55 173.46K 0.56%
Jan 12, 2018 69.87 69.15 69.93 68.59 302.10K 0.88%
Jan 11, 2018 69.26 69.15 70.05 69.00 341.94K 0.09%
Jan 10, 2018 69.20 69.12 69.37 68.75 290.54K 0.55%
Jan 09, 2018 68.82 68.00 69.29 67.70 319.92K 1.53%
Jan 08, 2018 67.78 67.80 67.99 67.44 210.35K 0.24%
Jan 05, 2018 67.62 67.97 68.11 67.26 183.45K -0.66%
Jan 04, 2018 68.07 67.89 68.27 67.62 246.15K 0.34%
Jan 03, 2018 67.84 66.54 68.03 66.40 260.86K 1.91%
Jan 02, 2018 66.57 66.55 67.29 66.24 211.74K -0.45%

Highest: 71.28 Lowest: 61.76 Difference: 9.52 Average: 67.23 Change %: 5.08

[ianood] 03/4/2018 18:55

Hi waldron, I bow down to the majority view Waldron 7 Ianood 0.

I'll keep my mouth shut :)

[waldron] 03/4/2018 17:23

AH BARCLAYS HAD NICE THINGS TO SAY ABOUT TOTAL AND THE OTHER OIL MAJORS

CHEERS


Total
46.705 +1.25%

Cac 40 Index 5,152.12-0.3%


BP
479.5 +0.05%



Shell A
2,234 +0.02%

FTSE 100 7,030.46-0.4%



Shell B
2,271 -0.26%


Brent Crude Oil NYMEX 67.92 +0.62%
Gasoline NYMEX 1.98 +0.63%
Natural Gas NYMEX 2.70 +0.86%

[ariane] 03/4/2018 17:10

Total evolves at the top of the CAC40, Barclays in support

Good old Barclays again giving positive oil 1st quarter indicators which should
spill over to SHELL and BP

[2hoggy] 03/4/2018 13:29

keep it up Waldron...

[waldron] 03/4/2018 12:40

Total
46.815 +1.48%


Cac 40 Index 5,144.43-0.4%









BP
481.05 +0.38%



Shell A
2,247.5 +0.63%



Shell B
2,286 +0.40%


FTSE 100 7,041.78-0.2%


Brent Crude Oil NYMEX 67.76 +0.39%
Gasoline NYMEX 1.98 +0.47%
Natural Gas NYMEX 2.68 +0.07%

[waldron] 03/4/2018 10:28

cheers ian, shame you do not appreciate these posts

i find it valuable at this juncture in the market as a few others might well do


oil prices are up but shell is down as is BP but TOTAL is up

cac40 AND FTSE ARE DOWN

I then try to understand the underlying reasons for the movements as an aide as to
whether to buy or sell certain shares


enjoy your week

[ianood] 03/4/2018 10:01

Waldron, not wishing to be too critical but you post excellent articles on Shell and BP stocks. However, most holders of BP, Shell and others have a good idea where their prices are and the levels at which markets are trading. I find the running commentary a bit of a pain as I tend to review a board on number of comments, particularly looking at the last poster on the board.

[waldron] 03/4/2018 08:42

Total
46.385 +0.55%


Cac 40 Index 5,145.54-0.4%



BP
477.15 -0.44%



Shell A
2,228 -0.25%

Brent Crude Oil NYMEX 68.00 +0.74%
Gasoline NYMEX 1.97 +0.36%
Natural Gas NYMEX 2.68 +0.19%



Shell B
2,272 -0.22%


FTSE 100 7,001.22-0.8%

[stephen2010] 03/4/2018 00:23

ALBA!!! One to watch but don't hang around. Potential 15 bagger. See link below

[ianood] 02/4/2018 19:47

Pretty obvious conclusion after all it is Nigeria that they are talking about!