Shell Share Discussion Threads

[fjgooner] 01/11/2018 07:40

Third-quarter revenue improved year-over-year to $100.15 billion from $75.83 billion, last year.

---------

Revenue of well over a billion dollars a day seems pretty healthy to me.

[fjgooner] 01/11/2018 07:35

I think that Bill Hicks would be pretty happy with those results :)

Well done to Ben and his team.

FJ

[waldron] 01/11/2018 07:23

Alliance News

TOP NEWS: Shell Has "One Of Strongest-Ever Quarters" As Earnings Soar
Thu, 1st Nov 2018 07:17


LONDON (Alliance News) - Oil major Royal Dutch Shell PLC on Thursday reported one of its best ever quarters, with earnings soaring on higher oil prices.

For the three months to September, Shell's current cost of supplies earnings excluding items rose 38% to USD5.79 billion.

CCS earnings attributable to shareholders was up 51% to USD5.57 billion, and the figure excluding exceptional items climbed 37% to USD5.62 billion.

Total production did fall, however, by 2% year-on-year to 3.6 million barrels of oil equivalent a day.

Shell expects Integrated Gas output to fall in the fourth quarter due to divestments, though Upstream will rise due to lower maintenance and growth from new fields.

Shell is paying a quarterly dividend of 47 US cents, in line quarter-on-quarter. It also is starting the second part of its share buyback programme, paying USD2.5 billion up to January next year.

Cash flow from operating activities increased 59% year-on-year to USD12.09 billion, while free cash flow jumped to USD8.01 billion from USD3.67 billion.

"Earnings primarily benefited from increased realised oil, gas and LNG prices as well as higher contributions from trading in Integrated Gas, partly offset by lower margins in Downstream, higher deferred tax charges in Upstream and adverse currency exchange effects," Shell commented.

Chief Executive Ben van Beurden said: "Good operational delivery across all Shell businesses produced one of our strongest-ever quarters, with cash flow from operations of USD14.7 billion, excluding working capital movements."

"Our strong financial performance allowed us to cover the cash dividend, interest payments, share buybacks and to further pay down debt," van Beurden continued.

"Our strategy remains on track. We have completed the first tranche of share buybacks, in line with our intention to purchase USD25 billion of our shares by the end of 2020, and today I'm pleased to announce the second tranche. Meanwhile, the transformation of our portfolio continued, with further divestments of non- strategic assets and the final investment decision on LNG Canada."

By George Collard; [e-mail]

[ariane] 31/10/2018 21:32

Factors Likely to Shape Shell (RDS.A) This Earnings Season
[Zacks]
Zacks Equity Research
,Zacks•31 October 2018

Royal Dutch Shell plc RDS.A is set to announce third-quarter 2018 results on Nov 1, before the opening bell.

In the preceding three-month period, the Hague-based supermajor reported weaker-than-expected results owing to lacklustre performance from its downstream segment. However, coming to earnings surprise history, the Anglo-Dutch energy company is on a firm footing, having surpassed earnings estimates in three of the last four quarters, with an average positive surprise of 0.67%.

Royal Dutch Shell PLC Price and EPS Surprise

Royal Dutch Shell PLC Price and EPS Surprise | Royal Dutch Shell PLC Quote

Investors are keeping their fingers crossed, in expectation of the energy giant beating earnings estimates this time around. The Zacks Consensus Estimate of $1.43 for the third quarter has been revised upward by 3 cents in the past 30 days. This reflects a year-over-year increase of 45.9%.

Let’s delve deeper into the factors that are likely to influence Shell’s earnings in the to-be-reported quarter.

Factors at Play

Average West Texas Intermediate (WTI) crude prices were recorded at $70.98, $68.06 and $70.23 per barrel in the month of July, August and September 2018, respectively, per data from the U.S. Energy Information Administration (EIA). These prices were considerably higher than the year-ago respective prices of $46.63, $48.04 and $49.82. Notably, oil prices were fueled by concerns over U.S. sanctions on Iran, OPEC’s efforts to tighten the market and strong global demand.

Natural gas prices also fared well, following improving clean energy demand. The average monthly spot prices of the commodity for the respective months of third-quarter 2018 were $2.83, $2.96 and $3.00 per Million Btu, representing healthier prices than third-quarter 2017.

Shell’s $50-billion buyout of BG Group boosted its strong and diversified portfolio of global energy businesses that offer attractive long-term growth opportunities. In the last reported quarter, the company’s integrated gas earnings almost doubled on the back of production and pricing gains.

The upstream segment of the company will surely benefit from higher commodity price realizations. However, since the past several quarters, Shell has been bearing the brunt of reduced volumes due to its aggressive divestment deals. Lower production volumes may somewhat neutralize the positive impact of rising commodity prices.

Notably, Shell is concentrating on modernizing and upgrading refineries by using superior technologies to derive high-value light products. The company plans to make a yearly investment of around $7-$9 billion in the downstream segment, forecasting a return on average capital employed (ROACE) of more than 15%. However, Shell’s downstream segment might be impacted, as crack spreads have narrowed in the quarter vis a vis the prior-year period. This is likely to lower year-over-year refining margins, thereby weakening downstream income of the company.

[fjgooner] 31/10/2018 21:07

As long as all the hicks relentlessly pay my bills, I'll be more than content.

[ariane] 31/10/2018 20:47

lETS NOT BE PETTY ABOUT A HICK OR HIKE

TOMORROW WILL TELL ALL

[ariane] 31/10/2018 19:55

November 1, 2018 Third quarter 2018 results and third quarter 2018 interim dividend announcement

[champian] 31/10/2018 19:46

Tomorrow will be great day when it is reporting.I believe the results will be better than bp. May hick the dividend or may declare a special dividend.

[waldron] 31/10/2018 17:11

Total
51.96 +2.40%


Engie
11.775 +2.93%

Orange
13.82 +0.88%

FTSE 100
7,128.1 +1.31%
Dow Jones
25,178.45 +1.22%
CAC 40
5,093.44 +2.31%

Brent Crude Oil NYMEX 76.13 -0.22%
Gasoline NYMEX 1.79 -1.06%
Natural Gas NYMEX 3.26 +1.49%



BP
567.3 +3.90%


Shell A
2,500.5 +2.61%


Shell B
2,565 +3.09%

SURPRISED at the 64.5p premium

[2hoggy] 31/10/2018 00:22

Like the report on the bbc tonight about the destruction of the savannha in brazil because of growing soya and they stated that with all the illegal felling and burning of this precious carbon retentative area that it could not be replaced and could cause huge damage to the planet.

So its use carbon retention not forgetting what it will do to the weather patterns which of course are created there in that part of the world.

My point is that burning fossil fuels is being blamed and undermined by this type of destruction of the natural cycle that deals with carbon in the atmosphere.

All this supposed healthy eating involving food production which is undermining the planets natural function of carbon retention.

They think they can destroy forests being the lungs of the planet and its wildlife and then blame it on every other use of oil and gas..

[xxxxxy] 30/10/2018 21:46

PS Oxygen levels used to much higher.

'The highest oxygen percentages reached were in the 30% to 35% range between 348 and 298 million years ago.'

Bed-time reading

[xxxxxy] 30/10/2018 21:39

Some of that global warming is due to small movements on the Earth axis, sun-spots etc. Human activity effects may be very small actually. These climatic changes have occurred in cycles for millions of years.

Just saying.

[waldron] 30/10/2018 17:13

Total
50.74 -0.47%


Engie
11.44 -0.26%

Orange
13.7 -0.07%


FTSE 100
7,035.85 +0.14%
Dow Jones
24,648.43 +0.84%
CAC 40
4,978.53 -0.22%



Brent Crude Oil NYMEX 76.06 -1.09%
Gasoline NYMEX 1.81 -0.09%
Natural Gas NYMEX 3.18 -0.22%


BP
546 +2.02%


Shell A
2,437 +0.37%


Shell B
2,488 +0.75%

[2hoggy] 29/10/2018 23:11

Waldron

Unfortunately its been going on before the industrial revolution so you are not going to stop it.

Since the ice age the sea has been rising and if humans think they are going to stop it they are going to be disappointed.

Just being a realist,population explosion is wrecking the planet.

[fjgooner] 29/10/2018 21:45

There's no point whatsoever in making profits if you kill the planet on which you live.

By its strategy and behaviour in recent years, Shell clearly thinks the same.

And that is why I'm proud to invest in Shell as a forward-looking, responsible energy company that is taking the early steps in the transition toward renewables seriously.

See the downloadable Shell Energy Transition Report available at:



From the closing comments of that document:

"This will drive change across our portfolio. It is likely
to mean more renewable power, biofuels, and electric
vehicle charging points; supplying more natural gas;
helping advance technology to capture and store
carbon safely underground; and helping develop
natural carbon sinks like forests and wetlands.

We are making investments in these areas today and
we expect to do more. We also expect to continue to
invest in finding and producing the oil and gas that the
world will need for decades to come."

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

Sounds pretty good to me.

FJ :)

[waldron] 29/10/2018 17:14

2hoggy
29 Oct '18 - 17:07 - 3768 of 3769
0 0 0
Its all happened before humans were ever here on the planet,the sahara was a forest and then a desert,this happened more than once...


I GUESS WE ARE MORE CONCERNED ABOUT THE LIKELY AFFECTS TODAY

LETS HOPE EXTREME WEATHER DOES NOT GET MUCH MORE EXTREMER THAN WE HAVE TODATE EXPERIENCED

[waldron] 29/10/2018 17:10

Total
50.98 +0.69%


Engie
11.47 +0.00%

Orange
13.71 +0.18%

FTSE 100
7,034.89 +1.37%
Dow Jones
24,798.29 +0.45%
CAC 40
4,989.35 +0.44%

Brent Crude Oil NYMEX 77.54 -0.28%
Gasoline NYMEX 1.83 +0.78%
Natural Gas NYMEX 3.18 -2.22%




BP
535.2 +1.34%

Shell A
2,428 +0.62%


Shell B
2,469.5 +0.71%

[2hoggy] 29/10/2018 17:07

Its all happened before humans were ever here on the planet,the sahara was a forest and then a desert,this happened more than once...