Shell Share Discussion Threads

[waldron] 23/12/2018 09:37

HERES TO WORLD PEACE,HEALTH AND HAPPINESS



CHEERS

TAKE CARE AND ABOVE ALL ENJOY

[waldron] 21/12/2018 17:16

RDSB WISHFUL THINKING PERHAPS FOR THE LONG LONG TERM


waldron
16 Aug '18 - 14:34 - 3451 of 3480 Edit
0 4 0
Should be fun to chalk it up BOX BY BOX


2175 to 2275p

2275 to 2375p$$$$$$$$$$WE ARE HERE TODAY$$$$$$$$$$$$$$$$$$$
2375 to 2475p
2475 to 2575p
2575 to 2675p $$$$$$$$$$WE WERE HERE $$$$$$$$$$$$$$$$$$$
2675 to 2775p by end december 2018
2775
2875
2975 to 3075p xmas 2019
3075
3175
3275
3375 to 3475p xmas 2020

A SLOW snail like CRAWL TO FJGOOONERS DREAM TARGET PRICE OF 3400p which may well be changed if convincingly surpassed before CHRISTMAS 2020

IN THE MEANTIME WE HAVE SOLACE IN THE EXCELLENT DIVIDEND

[waldron] 21/12/2018 17:13

Total
46.045 +0.33%


Engie
12.51 +0.36%

Orange
14.175 -0.63%



FTSE 100
6,709.63 -0.03%
Dow Jones
22,935.49 +0.33%
CAC 40
4,694.38 +0.04%

Brent Crude Oil NYMEX 54.07 -0.52%
Gasoline NYMEX 1.31 -0.16%
Natural Gas NYMEX 3.75 +4.72%


WTI - 21/12 17:47:25
46.16 USD -0.41%


BP
495.2 +0.57%


Shell A
2,266.5 +0.02%


Shell B
2,281.5 -0.39%

PREMIUM STILL only 15p
and still managed to stay in the 2275 to 2375p BOX

[p0pper] 21/12/2018 12:44

tornado, what is your silly price for entry / top up?

[essentialinvestor] 21/12/2018 12:30

Depends what you call a silly price. WTI now nearing 45, from near 80 in October.
What we are witnessing is morphing rapidly in to another oil price crash.

[tornado12] 21/12/2018 11:38

I’m ready to go in again if this drops to silly prices. A good Xmas present for those long termers on Divi cheques :-))

[essentialinvestor] 21/12/2018 10:30

Added two small lots.

[essentialinvestor] 21/12/2018 10:00

XOM now trading below the last oil crash lows,
shows the extraordinary relative outperformance by Shell.
Can that last?, No imv.

[waldron] 20/12/2018 17:03

Total
45.895 -2.00%


Engie
12.465 -2.58%

Orange
14.265 -0.63%


FTSE 100
6,711.93 -0.80%
Dow Jones
23,066.93 -1.10%
CAC 40
4,692.46 -1.78%


Brent Crude Oil NYMEX 55.14 -3.67%
Gasoline NYMEX 1.35 -1.70%
Natural Gas NYMEX 3.77 +1.05%

WTI - 20/12 17:42:28
46.15 USD -2.51%


BP
492.4 -2.01%


Shell A
2,266 -1.33%


Shell B
2,290.5 -1.19%

[ianood] 20/12/2018 16:41

zho thanks, interesting article.

[zho] 20/12/2018 16:20

>>I seem to recall that US fracking break even oil price is US$50/barrel.>>;

Yes and no. Cost at operating level may well be lower than that but the US shale industry is hugely indebted so the real costs are higher.

[montyhedge] 20/12/2018 16:16

zho
They will soon get oil back up to 60 dollars, they done it to help Trump, but interest rates in US went up anyway. So now cut production coming.

[ianood] 20/12/2018 16:13

I seem to recall that US fracking break even oil price is US$50/barrel. Surely current level will restrain this growth in fracking and thus the supposition of the US being self supporting? Have I missed something?

[zho] 20/12/2018 15:57

"Saudi Arabia is reportedly cutting oil output by more than expected"

[waldron] 20/12/2018 15:55

EDF, Shell team up in JV for up to 2.5-GW wind lease off New Jersey
Offshore wind turbines. Featured Image: Eugene Suslo/Shutterstock.com

December 20 (Renewables Now) - EDF Renewables North America has set up a 50/50 joint venture (JV) with a unit of oil and gas major Royal Dutch Shell Plc (AMS:RDSA), aiming to co-develop an offshore wind lease area in New Jersey.

The specific zone covers 183,353 acres, located about 8 miles (12.9km) off the coast of Atlantic City on the US Outer Continental Shelf. According to a joint statement by the two companies released on Wednesday, the area can accommodate about 2.5 GW of offshore wind turbines with an expected output that will be enough for nearly one million homes.

Called Atlantic Shores Offshore Wind LLC, the JV between EDF Renewables and Shell New Energies US LLC, will carry out a site assessment of the lease area and start developing the project once a positive final investment decision has been taken. The planned wind farm could begin operations by the mid-2020s.

“As the costs of offshore wind are declining, the U.S. offshore wind industry is quickly advancing with strong Federal and State support,” said Tristan Grimbert, president and CEO of EDF Renewables North America.

EDF Renewables has 2.8 GW of offshore wind in development or operation in Europe, while Shell has stakes in onshore wind projects in North America and has one operational offshore wind farm in Europe. The partners said the JV deal is subject to regulatory approvals.

The announcement comes after the New Jersey Board of Public Utilities (NJBPU) approved the adoption of a funding mechanism for the state’s offshore wind programme, which targets 3.5 GW by 2030. The Board, however, also rejected the up to 25-MW Nautilus pilot offshore wind project in state waters.

Earlier this week, Mayflower Wind Energy LLC, a 50/50 JV between EDPR Offshore North America LLC and Shell New Energies US LLC, emerged as one of the winners in Massachusetts' latest offshore wind auction, securing an area which could accommodate 1.6 GW of capacity.

[montyhedge] 20/12/2018 15:26

Dollars earners. I like GSK and Shell, dividend cheques on the doormat every 13weeks.Short IAG and Lloyd's that's my trades.

[montyhedge] 20/12/2018 14:05

Gas is up. Oil will rebound on a cold spell. Short IAG buy Shell that's the trade.

[essentialinvestor] 20/12/2018 10:59

WTI at 46. This is turning in to an oil price crash.

[maywillow] 20/12/2018 10:19

4 shares with growth potential in 2019? Tesco PLC, Glencore PLC, AstraZeneca plc and Royal Dutch Shell Plc
Do these stocks offer improving prospects for next year? Tesco PLC (LON:TSCO) (TSCO.L), Glencore PLC (LON:GLEN) (GLEN.L), AstraZeneca plc (LON:AZN) (AZN.L) and Royal Dutch Shell Plc (LON:RDSB) (RDSB.L)
December 20, 2018 Robert Stephens FTSE 100




Royal Dutch Shell Plc
Royal Dutch Shell Plc

The investment prospects of shares in Tesco PLC (LON:TSCO) (TSCO.L), Glencore PLC (LON:GLEN) (GLEN.L), AstraZeneca plc (LON:AZN) (AZN.L) and Royal Dutch Shell Plc (LON:RDSB) (RDSB.L) is the focus of this article. Could they deliver improving performance in 2019?

Tesco faces an uncertain future in my opinion. The company could be negatively impacted by weak consumer confidence – even though inflation is below wage growth. Consumers seem to be worried about Brexit, and this trend could continue over the first part of 2019.

However, with Tesco having what appears to be a low valuation, I think it could offer long-term growth potential. Its PEG ratio of 0.8 suggests to me that it may be cheap given its improving sales growth, rising margins and what appears to be a sound overall strategy.

Glencore’s share price performance in 2018 has been relatively disappointing in my view. Investors seem to have adopted an increasingly risk-averse attitude towards resources companies, and this trend could continue into the early part of 2019 in my opinion.

Further, there are multiple interest rate rises planned in the US in 2019, and they could hold back demand for commodities. That said, Glencore’s single-digit P/E ratio and a focus on electric vehicles could lead to an improving long-term outlook in my view.

AstraZeneca is expected to post 13% EPS growth in the 2019 financial year. I feel that this could boost investor sentiment towards the company, and may lead to a further rise in its share price over future years.

With AstraZeneca also having what I consider to be a defensive business model, I believe that the company may become increasingly popular during 2019 if the FTSE 100 continues to be volatile.

Shell’s share price could come under further pressure in my opinion. The oil price is on a downward trend, having fallen by over 30% since early October. This may lead to continued uncertainty and deteriorating investor sentiment in the near term.

However, I think Shell has a sound strategy. It is seeking to rationalise its asset base, while also deleveraging. This could create a stronger business, while a 6% dividend yield suggests to me that it may offer good value for money from a long-term investment perspective.




About Robert Stephens 5189 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

[la forge] 20/12/2018 09:43

Oil and Gas Diverge as Inventories Move in Different Ways
By Mathew Carr
14 novembre 2018 à 12:48 UTC+1 Updated on 14 novembre 2018 à 13:54 UTC+1

Crude market looking well supplied for six months: Commerzbank
U.S. gas market has low stockpiles ahead of winter weather

[tornado12] 20/12/2018 09:42

Topped up this morning guys @2279. A good divi yield >6% with Shells track record is as rare as hens teeth :-))

[sogoesit] 20/12/2018 09:40

Maybe because a lot (majority) of gas contracts are oil price basket indexed?
(Indexed prices will, however, lag the oil price usually on a six-month rolling basis giving a dampening effect and will depend on which basket of crudes the gas price is indexed to).

However, there are also anomalies, such as DGOC, where the market tends to incorrectly price a pure gas producing company in line with oil prices.