Shell Share Discussion Threads

[waldron] 01/5/2018 17:21

BP
547.7 +1.80%



Shell A
2,522 -0.36%

PREMIUM NOW 73p

Shell B
2,595 -0.25%

FTSE 100
7,520.36 +0.15%


Brent Crude Oil NYMEX 73.70 -1.30%
Gasoline NYMEX 2.10 -1.38%
Natural Gas NYMEX 2.81 +1.59%

[sarkasm] 01/5/2018 14:28

/Bloomberg
As Oil Hits $75, Shell Wants Deepwater Costs at $40 or Below
By Kevin Crowley
1 mai 2018 à 14:20 UTC+2



The Big Oil playbook has been straightforward for decades: Higher prices mean offshore projects that are further, deeper, more complex than ever before. It’s different this time, according to Royal Dutch Shell Plc.

[waldron] 01/5/2018 09:57

BP
544.1 +1.13%



Shell A
2,522.5 -0.34%



Shell B
2,594 -0.29%

FTSE 100 7,527.49+0.2%


Brent Crude Oil NYMEX 74.18 -0.66%
Gasoline NYMEX 2.12 -0.55%
Natural Gas NYMEX 2.77 +0.14%

[waldron] 30/4/2018 17:51

A NICE END TO THE MONTH OF APRIL

Total
52.33 +0.44%


Engie
14.55 +0.80%

Orange
15.115 +0.53%



FTSE 100
7,509.3 +0.09%
Dow Jones
24,336.51 +0.10%
CAC 40
5,520.5 +0.68%

BP
538 +0.11%




Shell A
2,531 -0.02%


Shell B
2,601.5 +0.21%


Brent Crude Oil NYMEX 74.88 +1.70%
Gasoline NYMEX 2.14 +0.82%
Natural Gas NYMEX 2.74 -0.98%

[grupo guitarlumber] 30/4/2018 15:28

Shell, Equatorial Guinea ministry in MoU

MALABO, April 30, 2018 – Super-major Shell and Equatorial Guinea’s energy ministry have signed an MoU to further examine opportunities in the country’s oil and gas industry, African media reported on Monday.

Signed between Minister of Mines and Hydrocarbons Gabriel Mbaga Obiang Lima and representatives of Shell Gas & Power Developments, the agreement will see the two parties work to improve co-operation and paves the way for more pacts to be signed in the future, particularly in the domestic gas value chain.

“Gas is the future for Africa’s economies,” said Minister Obiang. “Equatorial Guinea has shown what this fuel can do, and with a partner like Shell, we are confident that our new ventures in the exploration and production of our natural resources will generate a prosperous future for our nation and for our region. We’re excited to continue working with Shell on finding new opportunities in the hydrocarbons sector.”

Shell has been present in Equatorial Guinea since 2016, when the company became an offtaker of LNG produced by EG LNG through its acquisition of BG Group.

[whiskeyinthejar] 30/4/2018 10:33

Oil Hedge Fund Manager Says $300 Oil ‘Not Impossible’
30 April 2018, 05:51 BST


Andurand says on Twitter lack of investment risks price spike
Higher prices aren’t a threat to the economy, Andurand says

Pierre Andurand, one of oil’s most prominent hedge fund managers, said the current reluctance of energy companies to invest in new production meant $300 a barrel was "not impossible" within a few years.

Andurand, who’s often espoused bullish views, said in a series of tweets on Sunday that concern about the impact of electric vehicles on future demand was limiting investment in projects with long lead times.

"So paradoxically these peak demand fears might bring the largest supply shock ever," he wrote. "If oil prices do not rise fast enough, $300 oil in a few years is not impossible".


The hedge fund manager, who runs oil-focused Andurand Capital Management LLP, also went against the conventional view that triple-digit oil prices will dampen demand growth.

"So no, $100 oil will not kill the economy," he wrote. "And we need +$100 oil to encourage enough investments outside of the U.S"

A spokesman for Andurand declined to comment on the tweets.

His comments on demand echo those of Saudi Oil Minister Khalid Al-Falih, who earlier this month suggested that prices could rise further from their current level close to $75 a barrel without doing economic damage.

“We have seen prices significantly higher in the past, twice as much as where we are today”, and the global economy has the ability to absorb costlier crude, Al-Falih said. In 2008 Brent crude rose to nearly $150 a barrel, before crashing.

Andurand was among top commodity hedge fund managers who met with Al-Falih in July in London to discuss the state of the oil market. The Organization of Petroleum Exporting Countries and its partners plan to maintain their production cuts this year, which have helped to boost oil prices.

Andurand posted a near 10 percent drop in the first two months of the year as his fund stumbled against a background of zig-zagging energy prices, according to people familiar with the matter. The fund made money in March, one of the people said, asking not to be named discussing private data.

He launched his hedge fund in 2013 and has been positive every year since.

[waldron] 30/4/2018 09:22

ending the month on what seems a down day for oils

SHELL B IS STILL HOLDING ON TO A SUBSTANTIAL PREMIUM OVER SHELL A

DUTCH TAX CHANGES MIGHT BE DELAYED

Atleast B is still snug in the 2575 to 2675p BOX

SOON BE MAY 10 FOR EX DIVI DAY

Total
51.78 -0.61%


Engie
14.445 +0.07%

Orange
15.07 +0.23%

BP
534.3 -0.58%

FTSE 100 7,521.03+0.3%



Shell A
2,520.5 -0.43%



Shell B
2,584.5 -0.44%


Cac 40 Index 5,488.28+0.1%


HAVE A GREAT WEEK AND MONTH

[2hoggy] 29/4/2018 22:13

They have not cut the divi since the last world war but not every thing is guaranteed in the future and one must be aware that the world now changes at a much faster pace than before.

If shell can change which we all hope with the new forms of energies being produced we will all prosper,so lets hope they the management are up to the job..

[drectly] 29/4/2018 21:52

pete, someone could pay good money and get a lot less sense than that.

[hernando2] 29/4/2018 20:53

When was the last time they cut the dividend.....err...the analysts thought they would a couple of years ago...sold down to about 12quid...best buying opportunity since the 70’s

[petepitstop] 29/4/2018 20:47

They borrowed to pay and maintain the dividend and also initiated a scrip programme. This followed the purchase of BG Group 2 years ago at the bottom of the oil cycle which was widely condemned at the time by the majority of analysts and commentators at the time. I remember it well as I was a holder of shares in BG. This deal may go down in history as 'the deal of the century' because Shell have simply had to 'get their act together' to make it work. The present CEO and CFO are the best in the sector. Shell is now more focused, disciplined and planning for the next 50 years looking into new energies and transitioning the company from oil dependency to LNG, a rapidly expanding chemicals industry, a refining segment that thrives in a low price environment and a branded marketing and trading business that is second to none. Furthermore, technological advances have lead to greater capital efficiencies and better growth. Known as an income play for decades I think management is far more interested in growth which will be aided by a 25USD billion share buyback scheme starting at some point in the second half. These are just a few of my views on what I think is now a great company following a major turnaround but patience is still needed. As I am a mere amateur private investor it is important you do your own research and make your own decisions.

[maywillow] 29/4/2018 17:40

Sunday 29 April 2018 4:30pm
Former Royal Dutch Shell and GSK veteran first woman to join Aramco board amid IPO plans
Share


Alexandra Rogers
I am a reporter at City A.M, covering Transport, Law and White Collar Crime. Em [..] Show more
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SAUDI-OIL-ARAMCO
Elsenhans is the first woman to sit on the Aramco board (Source: Getty)

Saudi Aramco has appointed the first woman to its board as it prepares to issue its ihighly anticipated initial public offering (IPO).

Lynn Laverty Elsenhans, former chair, president and CEO of fuel distributor Sunoco, is to join the world's largest oil company's board at a crucial time in its history.

Elsenhans is also the former executive vice president of global manufacturing for Royal Dutch Shell and sits on the board of GlaxoSmithKline.

She is the only woman to sit on the board, which has also appointed two government figures alongside the former Chevron Philips Chemical president and CEO Peter Cella and Andrew Liveris, formerly the executive chairman of DowDuPont and CEO of the Dow Chemical Company.

Read more: That the Saudi Aramco IPO is in jeopardy should surprise no-one

Elsenhans' appointment is indicative of Saudi Arabia's continuing drive to revamp its conservative image. Last month Saudi Crown Prince Mohammed bin Salman came to visit Britain on a charm offensive showing the kingdom was open for business.

However, the IPO plans have been far from smooth. There are rumours the plans could be delayed until 2019, when the world was assured it would take place in the second half of this year. The setbacks are largely owing to the fact that Saudi officials can't decide on whether to choose London or New York.

If it goes ahead, the IPO is expected to be one of the largest share offerings ever, if Aramco's target valuation of $2 trillion (£1.5 trillion) is achieved.

[arja] 29/4/2018 17:30

I like the look of RDSDB chart but have never followed this stocks . Can anyone who
follows the fundamentals explain how they pay a dividend not covered ny earnings ( only slightly) and in previous years the earnings were far belowe the dividend which has beeen the same dividend for last 4 years ? any comments appreciated.

[maywillow] 29/4/2018 09:59

Energy giant's strong earnings
Shell profits rise on higher oil and gas prices
By our Markets reporter | April 26, 2018

Shell benefited from higher oil and gas prices which pushed up first quarter profits by 42% to $5.322 billion from a year ago, compared with a company-provided analysts’ consensus of $5.277 billion.

Chief Executive Ben van Beurden commented: “Shell’s strong earnings this quarter were underpinned by higher oil and gas prices, the continued growth and very good performance of our Integrated Gas business, and improved profitability in our Upstream business.

“Less favourable refining market conditions and lower contributions from trading impacted the earnings of our Downstream business.

“We continue to upgrade our portfolio through performance improvement, new projects, divestments and the development of new businesses. Competitiveness and resilience – now and through the energy transition – are key features of our world-class investment case.

“We have a strong financial framework. Our commitment to capital discipline is unchanged, we are making good progress with our $30 billion divestment programme and our outlook for free cash flow – which covered our cash dividend and interest this quarter and over the last year – is consistent with our intent to buy back at least $25 billion of our shares over the period 2018-2020.”

[maywillow] 29/4/2018 09:52

I SHELL B BACK

[maywillow] 29/4/2018 09:42

lol

NO MAYDAY THIS YEAR THEN FOR PADSTOW



Nah forget the not, for summer be acomin today

[waldron] 29/4/2018 08:49

more nice posts

not a trading day but still a beautiful day all the same

enjoy

[10acious] 28/4/2018 18:37

Yes, must agree.. nice B.B. excellent input.Keep it up and thank you!

[2hoggy] 28/4/2018 17:17

My goodness grupo you are a busy lad with all those threads...

[imperial3] 28/4/2018 16:49

Excellent contributors here posting news articles keeping us up to date.

[gateside] 28/4/2018 16:27

Totally appreciate the lengthy and informative posts on here. Quality thread and a quality company to hold shares in.

[waldron] 28/4/2018 15:35

Nice posts guys

cheers