Royal Dutch Shell A Share Chat (RDSA)

https://www.argusmedia.com/en/news/2293109-iea-tweaks-oil-demand-projections-higher

"If demand continues to grow strongly or supply disappoints, the low level of stocks and shrinking spare capacity mean that oil markets could be in for another volatile year in 2022."

RDSA is still cheap relative to the oil price. I looked back at how many barrels of oil it takes to buy a single share in RDSA since 1988. Summer 1988 it took 25-28 barrels to buy a share.

The early 90s saw valuations creep up to 34-38 barrels per share. The valuation hit just over 40 bbls super share a fair few times in 1993, spending a lot of H2 1993 between 46-48 bbls. September 93 was the first time shell’s shares were worth 50bbl but this increased to 60bbl in December 93. Feb 94 was the first time valuations reached 70bbl

Valuations remained this high for some years before reaching 90bbls for the first time in July 97. 100bbl was reached in December in the same year. That’s one share of Shell worth 100bbls oil

By Summer 98 valuations reached 134 bbls

Fast forward to recent times, valuations in 2019 averaged 37.22bbls per share. 2020 averaged 32.94bbls.

Today’s valuation? 1 share is worth 21.36bbls

She’ll should go much higher from here

Thanks for this . Happy New Year!

I expect it depends….. The A class shares normally attract a 15% withholding tax, most class B shares are taxed via a self assessment tax return (assuming nit in a tax free wrapper).

I have shares in both of the above. Did anyone experience a 15% reduction in the actual div pay out from the Gross div pay out for RDSA but not for RDSB this December ? Is there a reason for this or is it an an error ? Festive thanks in advance !

HOUSTON (December 1, 2021) – Shell Enterprises LLC, a subsidiary of Royal Dutch Shell plc, has completed the sale of its interest in the Permian to ConocoPhillips for $9.5 billion in cash. The agreement covers the sale of Shell's 225k net acres and existing production of around 175 thousand barrels equivalent per day

Hello Retirement-plan
My advice is sell and buy an energy investment trust preferably at a discount to the NAV and well diversified both geographically and type of energy.

We know it's illegal in Germany, anyone know about Holland?

"Shell's "Projects and Technology division, global Upstream and Integrated Gas businesses and renewable energies hub remain located in The Hague," it noted".

Dangerous given the Dutch hostility towards Brexit UK.

Hi fellow investors - if like me you are fed up of how shorting shares operates in the UK then please have a read of the attached petition and sign it if you are happy to and perhaps even share it and post it on other Boards that you are a member of. If you prefer not, that’s fair enough too. Thanks
https://www.change.org/p/department-for-business-energy-industrial-strategy-make-short-selling-of-shares-illegal

Market is very volatile with oil going up and covid dragging shares down. Something odd every time the market closes, millions of shares are being bought. Anyone know if this is Shell buy backs?

I'm finally in decent profit after 1.5 years. I bought half at 20 odd, half at the oil crash.
Looking at a previous post for my rationale I was half right, half wrong.
The dividend was then around 10%. I listened to the mantra - Shell has never cut the dividend since WW2 - They did.. by 66%
The other half saved me - I felt the oil price would recover - it did - but took a lot longer than I anticipated to get me back to break even.
It was often a pretty bleak ride, now the green is mightily satisfying.

Now I need to sit back and try figure out where the price will head now. Very difficult to do.
Assumption: Shell will successfully migrate to be a leader in Green energy.
My hunch is it will eventually touch 22 odd. Then cyclically fall.
Hence to be on the safe side get out out 20 with a very tidy profit. That's the plan Stan.

Is this a good time to add more?

My holding in this is small compared to BP and wondering if i should add more!!!

It was predictable results were going to be pretty good vs last quarter or same quarter last year. And it's very much looking like this quarter's results might be a fair bit better still(oil & gas in a nice place). To some degree I am surprised the reaction in SP has been as muted as it has, but various factors weighing still I think. Buyback is good use of money at these prices.

https://www.msn.com/en-gb/money/other/shell-wins-dollar25-billion-australian-power-contract-with-battery-storage/ar-AAKkUOm?ocid=sf

BOIL.LSE

Definitely worth investment of RDSA expertise.

Several reasons.. changing views toward this type of investment, last year's dividend cut(particularly when compared to other majors who did not cut), the fact that despite earnings having recently improved they are prioritising paying down debt over increasing returns to shareholders, questions over the fact reserves are not being replaced as quickly as existing ones are produced. Shell has been possibly the slowest of the big western companies to recover, questionable given hindsight whether the div cut was actually needed. However, in the end.. so long as they are making money and they definitely are atm(unlike last year).. shareholder are gaining whether that money is used to pay a dividend, buy back shares, or pay down debt. I'm reasonably happy for them to get on top of the debt first, while gradually increasing the dividend. Other majors have recovered quicker, but if prices stay where they are - this'll recover some more too given time.

Why is the price £14.00 when profit is 10% better than Q1 2020 & S.Price was around £22???

I will be surprised if what is happening in Myanmar at the moment doesn't affect this stock. It has the potential to be far worse than in 2017. https://unearthed.greenpeace.org/2017/09/14/shell-myanmar-government-rohingya-violence/

Looking forward to Hydrogen Generators
Not.sure.about EV infrastructure acquisition though

Investor112, I second that on Tullow Oil - very attractive buy at that price!

And before anyone says, it wasn’t a UT. It was an open trade!

54 million quid buy order at 1815, out of hours trade. Looks like at least one institution is filling Santa's stockings!

Have a look at Tullow's Price to Book and Debt to Equity values. I also think they may have issues with rolling over their debt. Minnows like Tullow will end up out of the market, feeding the bigger fishes market share.

I read somewhere they should be paid on 16th December