Shell Share Discussion Threads

[la forge] 08/1/2019 12:23

Europe is fast-becoming a natural gas battleground for Russia and the US
Published 2 hours ago
Holly Ellyatt
@HollyEllyatt




Key Points

The competition to supply Europe with natural gas is growing.
Russia has long been the dominant source and supplier of natural gas to Europe.

[maywillow] 08/1/2019 11:44

Shell B
2,403.5 +0.61%

MONTY

I observe that you believe in a correlation with the oil price
Would you also consider that this correlation is weakening due to rdsb BEING ALSO A NATURAL GAS AND CHEMICAL
COMPANY together being a trader


I feel that the oil correlation although used in the past should no longer be used as an indicator for any substantial move up or down

my question would be what weighting to give the oil and gas prices in any rdsb share price up or down

[montyhedge] 08/1/2019 09:05

Strange oil 7 straight days of gains. Shell struggling to get past 2400p and hold.

[fjgooner] 07/1/2019 23:43

Broker update fresh out today.

Goldman Sachs upgrades price target on RDSB on 07/01/2019 to 3,300.00p from its previous target of 3,150.00p.

Still a pound light in my humble opinion. :)

FJ

[waldron] 07/1/2019 17:13

Total
47.3 -0.23%


Engie
13.02 +2.40%

Orange
14.2 -0.56%


FTSE 100
6,810.88 -0.39%
Dow Jones
23,587.02 +0.66%
CAC 40
4,719.17 -0.38%


Brent Crude Oil NYMEX 58.22 +2.03%
Gasoline NYMEX 1.37 +1.84%
Natural Gas NYMEX 2.95 -3.02%


WTI - 07/01 17:53:42
49.24 USD +1.36%


BP
520.8 +0.00%


Shell A
2,368 +0.00%


Shell B
2,389 -0.46%

[florenceorbis] 07/1/2019 15:12

Royal Dutch Shell PLC (RDSB.LN) said Monday that it has started production at its petrochemicals unit on the U.S. Gulf Coast.

The Anglo-Dutch oil company said its Shell Chemical LP business is the fourth unit to produce alpha olefins--key ingredients in products ranging from motor oils to hand soaps--at its Geismar chemicals manufacturing site, in Louisiana.

Total production of alpha olefins at the Geismar site is forecast to be more than 1.3 million metric tons a year, Shell said.



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



(END) Dow Jones Newswires

January 07, 2019 08:45 ET (13:45 GMT)

[montyhedge] 07/1/2019 12:52

I have taken my profit in Shell. Live to fight another day, lol.
Only because 6 days of gains for oil and Shell can't get above or hold 2400p. So what happens if oil falls again, 2275p perhaps.

[sarkasm] 07/1/2019 11:23

Brent Crude Oil NYMEX 58.45 +2.44%

WTI 49.15 +1.17%



Shell B
2,385 -0.62%

[imperial3] 07/1/2019 11:13

Generally the share price follows the oil price.So far today,this has been the case.

[sarkasm] 07/1/2019 10:07

PROACTIVEINVESTORS

Goldman Sachs fancies BP and Shell in its Big Oil top picks
09:38 07 Jan 2019
BP and Shell are both seen as 'buys' and are among the US bank's 'top picks' in the sector.
oil and gas operations
BP has one of the industry's strongest pipelines

Goldman Sachs is taking a somewhat strong stance on London’s oil majors, with both BP plc (LON:BP) and Royal Dutch Shell plc (LON:RDSB) in the list of its ‘top picks’ in the sector.

The US bank sees both as ‘buys’ and, more generally, highlighted that macroeconomic headwinds won’t derail oil and gas business from its cash flow sweet-spot –albeit, across the sector, it also noted the potential for negative earnings revisions.
READ: Ophir dealt US$300mln blow as Fortuna licence won’t be extended

BP is on the cusp of delivering one of the industry’s strongest pipelines of new oil & gas projects, according to Goldman, which described the company as being “ideally positioned”.

At the same time, Goldman said Shell “offers the strongest cash returns to shareholders”.

“We view the EU Big Oils sector as attractive both from a valuation and return point of view; EU Big Oils currently trade at c.20% discount to the group’s 20y historical average while displaying the most attractive FCF yield in decades,” Goldman said in a note.

“This should fuel not only attractive dividend yields but also fund additional buyback programs in our view, which for some has already started in 2018.”

[sarkasm] 07/1/2019 10:02

My old mum used to say

do not worry everything will turn out fine

[montyhedge] 07/1/2019 09:57

If not for buybacks I reckon 2275p.

[montyhedge] 07/1/2019 08:57

I think rally over back to 2325p.

[waldron] 04/1/2019 20:08

waldron
31 Dec '18 - 13:38 - 4308 of 4332 Edit
0 6 0
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
2375 to 2475p$$$$$$$$$$WE ARE HERE TODAY$$$$$$$$$$$$$$$$$$$
2475 to 2575p
2575 to 2675p $$$$$$$$$$WE WERE HERE $$$$$$$$$$$$$$$$$$$
2675 to 2775p
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


31st december 2018 WE HAD HOPED TO END THE YEAR IN THE 2675 to 2775p BOX
but alas we have to accept putting up with 2340p in the 2275 to 2375p BOX

Pleased to see 1st week 2019 move into the 2375 to 2475p BOX at 2400p
TO BE CONFIRMED NEXT WEEK

[waldron] 04/1/2019 17:05

Total
47.41 +2.50%


Engie
12.715 +1.40%

Orange
14.28 +0.71%

FTSE 100
6,838.24 +2.18%
Dow Jones
23,288.27 +2.65%
CAC 40
4,737.12 +2.72%


Brent Crude Oil NYMEX 57.19 +2.22%
Gasoline NYMEX 1.36 +0.86%
Natural Gas NYMEX 2.99 +1.49%


WTI - 04/01 17:42:48
48.13 USD +2.73%



BP
520.8 +2.38%


Shell A
2,368 +1.13%


Shell B
2,400 +1.48%

so the week ends in the 2375 to 2475p BOX
and the premium rises to 32p

[ianood] 04/1/2019 12:15

fjg - I prefer the idea of the pillories :)

[waldron] 04/1/2019 11:44

“Short-Term Market Movements”

Mohamed El-Erian, chief economic advisor at Allianz

“The U.S.-China trade dispute may cause short-term market movements, but other than the possibility of a full-blown global trade war—which I place at about one in four—I don’t see it as a major concern, to tell you the truth. If you look at specific markets, like oil in particular, then of course geopolitics matter a lot more. But if you’re talking about the stock market in general, it will have much more sector-by-sector effects than overall. If trade disputes do heat up, that will have more of an overall impact.”

[ariane] 04/1/2019 09:00

Royal Dutch Shell - Ignore The Noise And Keep Buying Shares
Jan. 3, 2019 8:53 AM ET|
33 comments
|
About: Royal Dutch Shell plc (RDS.A), RDS.B
The Value Portfolio
The Value Portfolio
Growth, long-term horizon, Deep Value, momentum
(7,394 followers)
Summary

Royal Dutch Shell has had a difficult time since the start of the oil crash. However, the company has improved admirably since early-2016 making good decisions.

The company currently offers investors an incredibly strong 6.5% yield and has announced a $25 billion buyback program. These two things should combine to provide strong shareholder returns.

Royal Dutch Shell has an incredibly strong portfolio of assets. The company has been divesting non-necessary assets and making FID on assets. This should provide growing earnings.

Royal Dutch Shell (NYSE: RDS.A) (NYSE: RDS.B) is a major oil company with a market cap of more than $240 billion. The company has performed incredibly well since bottoming in early 2016, with its stock price increasing by 50% in the past two years. The company had some difficulty through 2018; despite this, I believe that its commitment to shareholder returns and asset portfolio means investors should ignore the noise and keep buying shares.

[ianood] 04/1/2019 08:46

That guy sits alongside the Mottley Fool to my mind! No specialist knowledge in the sector whatsoever.