Shell Share Discussion Threads

[fjgooner] 29/11/2018 00:15

Hoggy,

You're quite right of course. That Motley Fool poster Royston Wild has been posting negatively on Shell for years, hoping that one day - just ONE day - that he may not look like the complete tool that he is on this topic.

I keep tabs on this pest - here's a reminder.

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Re: Royston Wild has no position in any shares mentioned.

That may possibly be true - except for a clearly apparent, jealous, negative obsession - and he certainly seems to have a determination to post relentless negative articles on Shell for ages. Why would someone with no interest post so many negative articles on the Motely Fool over several years?

Have a look at:



Below are a few typical Royston Wild headlines from 2016, but there are many more to choose from the link posted above throughout 2017 and I can't be bothered with 2018 - commitment of the highest possible order. Is there a clue in the title Motely Fool?.

I've included below the Closing Price of Shell to give you an idea of how helpful his advice has been if the casual investor had taken it.

RDSB Shareprice today: £23.83

76% higher than when he posted his classic "I believe investors should resist attempting to pick up a bargain" when the RDSB share price was at £13.51.

That is why I personally choose to never take his opinion on Shell as anything other than comical. And irritating for the absolute lack of acknowledging how he's got it wrong on every prior "article".

But this one from March this year sums this poster up the best:


Why I’d never buy Royal Dutch Shell plc

Never? Lol.

Don't get your clown shoes trapped in the rotating doors on your way out.

Best regards,

FJ

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Why Now May Be The Time To Sell Anglo American plc, Tesco PLC & Royal Dutch Shell Plc
By Royston Wild - Thursday, 14 April, 2016
RDSB Shareprice was at £18.13

Why I Wouldn't Touch Royal Dutch Shell Plc & Tullow Oil plc With A Bargepole!
By Royston Wild - Friday, 8 April, 2016
RDSB Shareprice was at £17.40

Can 1st Quarter Winners Royal Dutch Shell Plc (+10%), Unilever plc (+8%) & KAZ Minerals PLC (+67%) Keep Climbing?
By Royston Wild - Friday, 1 April, 2016
RDSB Shareprice was at £16.83

Is It Finally Time To Give Up On Royal Dutch Shell Plc?
By Royston Wild - Thursday, 24 March, 2016
RDSB Shareprice was at £16.88

Is Royal Dutch Shell Plc In Danger Of A Colossal Correction?
By Royston Wild - Thursday, 17 March, 2016
RDSB Shareprice was at £17.38

Why Royal Dutch Shell Plc¢â‚¬â„¢s Dividend Outlook Should Scare You
By Royston Wild - Thursday, 10 March, 2016
RDSB Shareprice was at £16.41

Are Lloyds Banking Group PLC & Royal Dutch Shell Plc REALLY Great Value?
By Royston Wild - Monday, 29 February, 2016
RDSB Shareprice was at £16.45

When Will Shares In Royal Dutch Shell Plc Finally Reach Bottom?
By Royston Wild - Wednesday, 17 February, 2016
His comment: I believe much further trouble is in store for Shell looking ahead and expect shares to keep on falling.
RDSB Shareprice was at £16.36

Royal Dutch Shell Plc & Vodafone Group plc: Value Titans Or Value Traps?
By Royston Wild - Tuesday, 9 February, 2016
RDSB Shareprice was at £14.61

Why Royal Dutch Shell Plc Shares Could Easily Topple Another 15%!
By Royston Wild - Friday, 29 January, 2016
His comment: A subsequent re-rating of Shell¢â‚¬â„¢s share price would leave the oil leviathan dealing at £12.80 per share, representing a vast 15% reduction from current levels. But even this projection be considered optimistic, in my opinion.
RDSB Shareprice was at £15.21

Why Buying BP plc & Royal Dutch Shell Plc Is Utter Madness!
By Royston Wild - Friday, 15 January, 2016
His comment: I believe investors should resist attempting to pick up a bargain.
RDSB Shareprice was at £13.51

Royal Dutch Shell Plc & GlaxoSmithKline plc: Brilliant Bargains Or Value Traps?
By Royston Wild - Friday, 8 January, 2016
His comment: I believe Royal Dutch Shell (LSE: RDSB) can be considered a bona-fide value trap at the present time.
RDSB Shareprice was at £13.75

[2hoggy] 28/11/2018 23:41

Motley "fool" by name and also by its posts,one minute up and in the next breath down.

[waldron] 28/11/2018 17:49

Total
48.245 +0.45%


Engie
12.565 -0.83%

Orange
14.955 -0.30%

FTSE 100
7,004.52 -0.18%
Dow Jones
25,176.54 +1.73%
CAC 40
4,983.24 +0.00%



BP
523.6 -0.13%


Shell A
2,347 -0.21%


Shell B
2,383 -0.04%


Brent Crude Oil NYMEX 60.55 +0.25%
Gasoline NYMEX 1.41 +0.73%
Natural Gas NYMEX 4.41 +2.82%

A FLAT DAY, TOMORROW MIGHT BE MORE EXCITING

STILL IN THE 2375 to 2475p BOX WITH THE PREMIUM AT 36p

[knowing] 28/11/2018 15:31

Sitting on the sidelines until after the OPEC meeting next week.

[waldron] 27/11/2018 21:40

Shell: EV Demand To Grow Regardless Of Oil Prices
By Tsvetana Paraskova - Nov 27, 2018, 3:00 PM CST
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EV Charger

Oil supermajor Shell sees electric vehicle (EV) enthusiasts buying into the ‘cool factor’ of zero emission vehicles, driving EVs fleet growth regardless of the oil price fluctuations, the head of Shell’s global retail business, Istvan Kapitany, told Bloomberg in an interview published on Tuesday.

“They get a joy out of it, they feel passionate about it, they think it’s a great driving experience,” Shell’s executive said, noting that EV enthusiasts are emphasizing the social desirability of zero-emission fun-driving-experience cars—a factor important enough to ignore the fact that EVs are currently more expensive than vehicles with internal combustion engines (ICEs).

“Customers don’t always make rational decisions -- if it weren’t like that, it would be very difficult to sell sports cars,” Kapitany told Bloomberg.

Shell’s executive is not the first top manager at a Big Oil firm to say that customers’ passion to own EVs could be a big driver for EV fleet growth.

As early as in 2016, BP’s group chief economist Spencer Dale said that the ‘cool’ EV factor could lead to faster penetration of zero-emission vehicles.
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“Suppose people buy electric cars, even if they are more expensive, because they like what the car says about them: how modern they are; their responsibility to the planet. Because they’re cool. Economists don’t do cool, but it can be a huge factor in how quickly some new technologies are adopted,” Dale said two years ago.

Over the past two years, both BP and Shell have been busy making deals with EV charging networks. Last year, Shell bought NewMotion, one of Europe’s largest electric vehicle charging providers. Less than a month before that, Shell had announced an agreement with high-powered charging network operator IONITY—a joint venture between BMW, Daimler, Ford, and the Volkswagen Group with Audi and Porsche—to offer charge points across ten European countries.

BP said in June this year that it would buy the UK’s largest EV charging company Chargemaster in one of the latest deals of a major oil company venturing into EV charging networks.

According to Wood Mackenzie, EVs will become competitive on commercial terms with ICE vehicles by 2027.

By Tsvetana Paraskova for Oilprice.com

[waldron] 27/11/2018 20:39

Leaders of the Group of 20 nations (G20), the world’s biggest economies, meet on Nov. 30 and Dec. 1, with the trade war between Washington and Beijing top of the agenda. With the top three crude producers — Russia, the United States and Saudi Arabia — all present, oil policy is expected to be discussed.



OPEC meets in Vienna on Dec. 6 to discuss output policy together with some non-OPEC producers, including Russia.

[waldron] 27/11/2018 17:47

Total
48.03 -0.56%


Engie
12.67 +1.85%

Orange
15 +0.74%

FTSE 100
7,016.85 -0.27%
Dow Jones
24,594.47 -0.19%
CAC 40
4,983.15 -0.24%



Brent Crude Oil NYMEX 59.02 -2.41%
Gasoline NYMEX 1.38 -2.81%
Natural Gas NYMEX 4.28 -0.49%



BP
524.3 -0.10%


Shell A
2,352 -0.49%


Shell B
2,384 -0.67%

SO STILL IN THE 2375 to 2475p BOX
WHAT ELSE CAN ONE SAY
AS YES, PREMIUM AT 32P AND OPEC MEETING NEXT WEEK

[montyhedge] 27/11/2018 12:39

Saudi pumping at record levels in November. Of course to help Trump.

[waldron] 27/11/2018 08:26

Royal Dutch Shell: AlphaValue revalues from 2,601 to 2,808 GBp, remaining at accumulate.

[waldron] 26/11/2018 17:17

Total
48.3 +1.50%


Engie
12.44 +2.89%

Orange
14.89 +1.74%

FTSE 100
7,036 +1.20%
Dow Jones
24,551.42 +1.09%
CAC 40
4,994.98 +0.97%

Brent Crude Oil NYMEX 60.66 +3.16%
Gasoline NYMEX 1.44 +4.30%
Natural Gas NYMEX 4.18 -3.95%


BP
524.8 +2.38%


Shell A
2,363.5 +2.74%

Shell B
2,400 +2.89%

SO THE WEEK BEGINS BACK IN THE 2375 to 2475p BOX
PREMIUM 36.5P

A GOOD START

[waldron] 26/11/2018 13:38

BP
522.3 +1.89%


Shell A
2,341.5 +1.78%



Shell B
2,377.5 +1.93%


Now back in the 2375 to 2475p BOX for the moment just

[zho] 26/11/2018 11:43

Oil price discussed at - not behind paywall

Also ... "For the White House, cheap oil is now shortsighted politics" -

[waldron] 26/11/2018 08:27

Is Royal Dutch Shell Plc’s 6% dividend yield affordable?
Could a falling oil price disrupt the dividend investing potential of Royal Dutch Shell Plc (LON:RDSB) (RDSB.L)?
November 26, 2018 Robert Stephens Shell (LON:RDSB)




Royal Dutch Shell Plc
Royal Dutch Shell Plc

The oil price continues to fall, and this is leading the Royal Dutch Shell Plc (LON:RDSB) (RDSB.L) share price lower in my view. It has dropped 16% in the last six months, with Brent recently moving below $60 per barrel for the first time since February 2018.

I wouldn’t be surprised if there are further declines for the oil price in the short run. Investors appear to be unsure about the prospects for the world economy, and this could lead to an increasingly cautious attitude. Rising US interest rates and a stronger dollar could reduce demand growth for oil over the medium term in my view, and this may be bad news for the wider industry.

Offsetting this to some degree could be geopolitical risks in countries such as Iran, Venezuela and Saudi Arabia. However, thus far, bearish views on oil are winning out, and this trend could persist.

Clearly, Shell’s financial prospects are highly dependent on the price of oil. As a result, its profitability could be negatively impacted by a falling oil price, and this could squeeze the headroom that it currently has on its dividend outlook.

In the current financial year, though, the company is due to have dividends covered 1.5x by EPS. This suggests to me that it could cope with a lower oil price and still yield 6%. But in terms of dividend growth, a falling oil price may mean that confidence in the future dissipates to some degree, which may lead to a more cautious dividend growth rate.

With Shell seeking to rationalise its asset base and reduce leverage, I think it offers impressive long-term income investing potential. In the near term, though, further volatility in the oil price would not be a surprise to me, and this could lead to a relatively challenging period for the stock over future months.




About Robert Stephens 4954 Articles
Robert Stephens is a CFA Charterholder and an Equity Analyst by trade. He is a passionate private investor who has been buying and selling shares for many years, owning a wide range of UK shares in the process. He has written for Citywire and The Motley Fool US and now runs his own business. To contact Robert, please email [e-mail] or use one of the other contact methods available on the 'Contact Us' page