Shell Share Discussion Threads

[waldron] 01/11/2018 17:27

Total
50.64 -2.54%


Engie
11.97 +1.66%

Orange
14.045 +1.63%

FTSE 100
7,114.66 -0.19%
Dow Jones
25,320.2 +0.81%
CAC 40
5,085.78 -0.15%

Brent Crude Oil NYMEX 72.81 -2.43%
Gasoline NYMEX 1.70 -2.49%
Natural Gas NYMEX 3.22 -1.98%



BP
541.5 -4.55%


Shell A
2,424.5 -3.04%


Shell B
2,475 -3.51%

[waldron] 01/11/2018 15:33

Trump will reportedly allow India and South Korea to keep buying sanctioned Iranian oil
Published an hour ago | Updated an hour ago
Tom DiChristopher
@tdichristopher




Key Points

The Trump administration has agreed to allow India and South Korea to continue buying some Iranian crude, according to reports.
Washington is threatening sanctions against countries that continue importing oil from Iran after a deadline on Nov. 4.
Without waivers to continue purchasing Iranian oil after the deadline, foreign firms face the risk of being locked out of the U.S. market.

[petepitstop] 01/11/2018 14:55

Just listened to the Shell webcast hosted by Jessica Uhl, our Chief Financial Officer. I have been hugely impressed with her ability over a few years now and if there is a better business woman than Jessica in the world I would be keen to know who she is? Shell is in great shape and is extremely well managed.

[mr woodentop] 01/11/2018 13:18

15th for mr lazy. Love the market over-reaction, topped up today

[montyhedge] 01/11/2018 13:14

Being lazy, when do they go ex div, guys.

[discodave4] 01/11/2018 13:08

Most oilers down today, given they only missed earnings forecast by about 0.5% and poo down about 0.6% then it's the usual market overkill IMO.

[grupo] 01/11/2018 12:13

Bank of England cuts inflation and growth forecasts, holds rates steady
Published 11 min ago | Updated Moments Ago

[imperial3] 01/11/2018 11:54

"Luke warm reaction"- looks like a cold reaction to me from the market.

[holts] 01/11/2018 11:22

Just give us the money , buybacks are a complete pain .

[ariane] 01/11/2018 10:56

2hoggy
1 Nov '18 - 10:21 - 3805 of 3805
0 0 0
If you look at the interest rate rises in America and there is talk about another here,I dont think you can dismiss interest rate on the debt as the future is to increase rates.

It would be nice to see a bit of both debt and buying back shares,time will tell which was the right decision,I agree all the shares I have owned have never improved very much after buy backs,only the directors bonuses...

Tend to agree, but as far as borrowings go, the bulk are long term debts so even if rates go up substantially,which i doubt,SHELL IS LOCKED INTO LOW INTEREST DEBT

[fjgooner] 01/11/2018 09:58

Any increase in dividend payment is likely to come only after a full year's result set is announced.

So perhaps in 3 or 15 months from now.

In the meantime, I'm very comfortable with this robust set of results. And I'd like to see gearing get down to 20% while the sun is shining.

Still calling for RDSB at £30 by the end of this year. Although personally that makes little difference to me.

The projects coming on line between now and 2020 will make a huge positive impact and will offset the effects of divestments that we are currently seeing.

[grahamite2] 01/11/2018 09:40

Ariane, your logic on buybacks is impeccable. But can you name one single buyback programme that has actually helped the share price in practice? I'd struggle to do so.

[tornado12] 01/11/2018 09:33

I do agree also that SBB’s tend to be passive in the response of the share price and basically focus on the improvement of EPS. Those like me interested in Divi returns I don’t see giving any immediate benefit in short term. But supports the robustness of current Divi level at least

[tornado12] 01/11/2018 09:31

I’m in shell since 4 yrs and think they have extremely robust strategy and Divi protection is about the best you can get. However, I do expect too see small increase in rate even if I’d like the 2% approach of BP. This gives increase signals of future confidence in the business and will help the SP

[ariane] 01/11/2018 09:14

jon123
1 Nov '18 - 09:03 - 3799 of 3799
0 0 0
i can't see the dividend being increased at all i'd rather then pay off the debt than increase the dividend or buy back shares

Tend to agree with you a little,but debt is still very cheap

If there was a substantial increase in borrowing interest rates then i would totally agree with you

In the meantime cheap money can allow finanancing of projects and dividends

Not keen on buybacks, but a little of DIS AND DAT OR EVEN bits and pieces seems wise



cheers

[jon123] 01/11/2018 09:03

i can't see the dividend being increased at all i'd rather then pay off the debt than increase the dividend or buy back shares

[ariane] 01/11/2018 08:58

Shell B
2,498 -2.61%

[ariane] 01/11/2018 08:53

montyhedge
1 Nov '18 - 08:46 - 3796 of 3796
0 0 0
Buybacks to me waste of money, they always seem to buy at the top.

Tend to disagree

if they buy lets say at 2400 to 2800 and then the law of FJG kicks in, the price
might well be 3400p by xmas 2020

Think hope, think positive unless you are a constant deramper


I WOULD HOWEVER PREFER A SUBSTANTIAL DIVI INCREASE

[montyhedge] 01/11/2018 08:46

Buybacks to me waste of money, they always seem to buy at the top.

[ariane] 01/11/2018 08:26

LONDON -- Royal Dutch Shell PLC said Thursday its net profit jumped 50% in the third quarter, underpinning signs of renewed strength in the sector amid stronger oil prices.

Shell said its quarterly profit on a current cost-of-supplies basis -- a number similar to the net income that U.S. oil companies report -- was $5.6 billion, up from $3.7 billion a year earlier. Still, on an adjusted basis, its results came in slightly below the company-provided analyst consensus. Investors, still burned from the sharp decline in oil prices in 2014, have taken a tough line on such surprises in recent quarters.

Shell is the biggest oil company to report its third-quarter results, and the release caps a strong set of earnings for Europe's oil majors. France's Total SA and Norway's Equinor ASA -- formerly known as Statoil -- both announced sharp increases in earnings, while BP PLC said its profit more than doubled.

U.S. oil giants Exxon Mobil Corp. and Chevron Corp. are set to report their results Friday.

Despite signs of a solid recovery in the sector, investors have remained wary, and companies are under pressure to show they are generating healthy cash flows and using that to reward shareholders.

Shell said its cash flow from operations rose to $12.1 billion in the third quarter -- enough to cover its cash dividend, interest payments, share buybacks and pay down debt. The company said it would complete the second tranche of its $25 billion share buyback program by the end of January, repurchasing up to $2.5 billion worth of shares.

Write to Sarah Kent at [e-mail]



(END) Dow Jones Newswires

November 01, 2018 04:08 ET (08:08 GMT)

[ariane] 01/11/2018 08:22

Shell B
2,563.5 -0.06%


FTSE 100
7,106.32 -0.31%

[ariane] 01/11/2018 07:55

Royal Dutch Shell PLC (RDSB.LN) on Thursday reported a 51% rise in third-quarter profit and launched the second tranche of its $25 billion share-buyback program.

The Anglo-Dutch oil company said that profit for the third quarter on a current cost-of-supplies basis--a number similar to the net income that U.S. oil companies report--rose to $5.74 billion, from $3.80 billion in the year-earlier period.

A roundup of 24 analysts from Vara Research had forecast third-quarter CCS earnings of $5.77 billion.

Revenue in the third quarter rose 32% to $100.2 billion, while net profit rose 43% to $5.84 billion, Shell said. Production during the quarter rose 2% to 3.6 million barrels of oil equivalent a day.

In July, at the time of its second-quarter results, Shell kicked off a much-awaited $25 billion share-buyback program by saying it would start with an initial $2 billion, which it completed on Oct. 19.

Shell said it planned to buyback a further $2.5 billion over in the second tranche of the program, which will comprise of A and B shares.

Free cash flow from operating activities surged during the third quarter, rising by 59% to $12.1 billion. The company maintained its interim dividend at 47 cents a share.



Write to Oliver Griffin at [e-mail]; @OliGGriffin



(END) Dow Jones Newswires

November 01, 2018 03:35 ET (07:35 GMT)