London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Great post cllwyd, positivity needed at mo !! You could include BP, BATS, IMB, LGEN, PHNX, PSN and BDEV !!!
Mon, 24th Jan 2022 12:13
(Sharecast News) - Analysts at Morgan Stanley sounded a 'bullish' note on the outlook for the FTSE 100, highlighting its greater 'defensive' properties relative to rivals, higher dividend yields versus global peers, exposure to energy and record low expectations for growth in the profits of its constituent companies.
On just over two-thirds of the occassions that global equities had fallen over the past two decades, the MSCI UK index had outperformed MSCI Europe.
Under the assumption that inflation-adjusted bond yields would rise to -0.1%, they estimated that MSCI UK was set to outperform by approximately 12%.
And changing hands at 12.6 times' earnings, London's top-flight index was the cheapest major index when compared with the last 10 years.
Furthermore, consensus forecasts for earnings per share growth for MSCI UK of less than 3% felt "very low" to them.
Regarding its dividend payouts, MSCI UK was trading on a dividend yield of 3.6%, which was 150 basis points more than for the MSCI Europe if the UK were excluded.
The UK also stood to benefit from rising oil prices, because 25% of UK profits came from the energy sector, they pointed out.
At the individual company level, they singled out eight large capitalisation 'overweight' rates stocks that had over 10% upside left to their target price and the best "bull-bear skew".
Those included AstraZeneca, Diageo, Shell, RELX, Lloyds, Prudential and Vodafone.
All told, they had a 'buy' recommendation for the FTSE 100, labelling the investment case "compelling".
Manofleisure which IT would you recommend?
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.
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!