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 and have access to Premium Chat. 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.
char, jim800 wasn’t trying to tell you what to do at all.
he was just suggesting to other posters that they should filter you.
that would be a win-win situation? - i.e. you could post what you
want to your heart’s content, but others wouldn’t have to see it.
meanwhile, comfortably long RDSB. looking
for 1800 on a 2 to 2.5 year view (+ some divis!)
Dividend yield is one valuation calculation basis so if RDSB stopped paying dividends the SP would fall significantly as even II invest for income as well as capital gain.
The advantage of share buyback as you know is that it reduces the overall payout at a given dividend level by reducing tge number of shares left to pay it and also gives each one of us a slightly bigger slice of a smaller cake so the opposite of dilution.
It also increases return on capital employed at a given level of profit which is a key performance measure that RDS will be judged against its peers and again may make it a relatively attractive investment.
The SP is also influenced by the OP as the company trades in that commodity but again that’s just a facet.
You are of course right to point out that determination of value depends on much more than dividend payment and share buybacks which are only made possible by cash generated by the business which for RDS is a known strength.
Above all the faith the market and shareholder collective have in the business management and their strategy for the future that ensures continuity of profits and cash flows are sustainable over the longer term is what underpins valuation.
My average isn’t much below yours at c £13.25 and I’m overweight in terms of where I’d expected to be but have decided to hold on for another year to see how the business performs under the stewardship of its management team and see how far the SP goes.
Good luck to you and all of us on here!
Well, I appreciate your posts char333
Making predictions is always tough, especially about the future.
When trying to balance off probabilities, I find it helpful to read a range of different opinions. It's got to be a dangerous game to invest in an echo-chamber - surely.
One thing I do wonder, why are contributors so obsessed with dividends? Is RDS stopped dividends - wouldn't the share price simply rise as the company would be worth more? Wouldn't earnings per share we the same? Isn't a share buy back simply dividends in another form. Tax dodge perhaps???
Anyway, I'm in RDSB at £16.4 - and don't feel too comfortable...
why do you control freaks , keep telling me what i should do. do i tell you what to do. then please dont tell me. if you think shell is out of the woods, well id think again. though last weeks update was v good. this is still a long haul imo. no £15 b4 ex divi. then i think it may fall back, to where is anyones guess. the full fallout of the cv19 is yet to be seen. its funny , but when i told you the divi would be slashed , you all told me i was wrong, just like vod, tesco + sainsbury. im looking to next update in october, b4 i think it can maybe enjoy a really good run up after those. . the easy part is £15 + it can get there . so back to casablanca + wait + wait + wait . this is a 2 way street so you all do has you wish, but ill do has i wish. the problem is yours. you must all be surrounded by yes people. i have a opinion, you have yours. i dont agree with most on here , but id never insult them as to tell them what to do. thats just total ignorance + arrogant. your like a bunch of kids who cant get their own way. how sad you all appear. i ask no one to agree , read or disagree with my views. but what gets you , is some of my predictions come true. and of course the truth hurts small minded people. the bigger person would say. you got a few big calls right + a few wrong. but you cant accept that i sometimes call it right. keep trawling my previous posts , to find predictions that may have not materialised. it just shows me how much you must gurn, when my predictions come true. maybe they will put gurning in the olympics . youd all be in with a chance of getting a medal.
Please use the Char filter - makes life so much happier and saves you having to read all the contradictory rubbish he types.
That will free the forum up for useful views on RDSB.
maybe char is the equivelant of the stig
Char has never got over his rejection letter from Blackrock and Blackstone ....his dream of becoming a Senior Analyst and Partner took a hit .... attempts to offer his services as a Senior Advisor to Number 10 never got a reply and his offer to speak at a Davos World Economic Summit to World Leaders and Business movers and shakers was politely given the .." we are booked up this year..we will consider your offer for the next available space in 2037"
maybe an attempt to write a best selling book will find him the success he is looking for... I wish him luck
Char August 2020
"many footie 100 companies will consider rights issue to prop up groaning balance sheets. Banks & retail more likely ATM I would think. But if cv19 fallout continues well into 2021 then many others will not hesitate to go down the rights issue route. Shell & BP included."
"many footsie companies will consider rights issues, especially banks & retail stocks. But BP & shell too could go down that route"
Char you add nothing to these boards. Shell considering a rights issue was sheer lunacy, we all told you this, but just like now, you refuse to listen to anyone else. If this share is so dead beat (just like vodaphone) then move on no?
Char, watching this counter for over a year now I think there is a 50:50 chance that it might hit 1500 before ii goes ex dividend. No technical analysis, just gut feeling. But it doesn't seem to hv the momentum to test 1600 this year unless Covid miraculously goes away. Maybe next year with an enhanced vacinne that can tackle these nasty variants
Why don’t you sell and move on then you muppet
well . we all have our opinions. your opinions of me are water off a ducks back. i stand by my prediction. this wont make £15 by ex divi + wont make make £16 by late october , the next update. feel free to differ. but this is no where near out of the woods. vodafone is paying over 6% divi, but share price is going no where fast. it just cant do the easy bit, getting to £15, never mind kicking on. only time can prove me wrong.
Getting back to the actual topic here: today certainly isn’t turning out to be a bad day.
The pull back in Brent isn’t perhaps as dramatic or unforeseen as some media seems to suggest.
The roll-over of the Brent September contact to October always looked set to knock $1 off - hence the step downwards since Friday - but the underlying trend in OP is encouraging:
https://invst.ly/vm67z As one bullish pundit put it recently: Brent tends to take a fast elevator down and then climbs the stairs back up, with the elevator progressively stopping at higher floors currently.
char333, (" I could be wrong , but I rarely am " ) lol.... says the man who said AVOID Shell at 956p ...comedy gold
It would help if you even gave moment to think about the way in which you even present them for people to read....you come across as a complete nervous wreck that vents all your feelings in a diatribe ..and that is transmitted in the post to anyone..
You come across the same as some guy trying to predict the sequence of numbers at the casino roulette table
You can make some good points..but they are mixed in with all the huge, huge mass of emotion that you need to somehow try an remove IMO ...to leave the basic point itself... any flower you have is STRANGLED by the weeds you add around it...
I wish you well ...and actually believe you could be more successful if you adapted your approach.....but I know you have no intention of.....your way ..is..your way
When the share price here was 956p your insight and prediction was ( ref 18 Mar 2020 10:44 )
" Anyone reinvesting dividend is a a very very brave soul imo. Throwing good money after bad imo. But you takes your money you takes your choice. "
I guess you forget those kind of predictions...you just keep a memory of the "winners" ...like some day when you actually bet on black 10 and it came up...or the day when you actually caught a 2 foot fish.....
Enjoy the roller-coaster world of being a private investor ....the market uncertainty is NEVER going to change...but you can !!
Keep standing at that roulette wheel man.....
Perhaps Char provokes a strong reaction here because he expresses thoughts that many of us have had with investments when they let us down and don’t perform as we had expected. It’s a form of self-criticism and ‘out loud’ thinking - which I guess many of us do. It’s sometimes irrational and quickly dismissed when we recognise it as such. In terms of what he says about RDS - which is invariably based on the day’s movements and immediate prospects - he usually has a 50:50 chance of being correct about the short term. Char is not alone when it comes to disappointment: just look at some of the ads for CFD’s etc etc and notice the percentage of retail investors that lose money. Many of us will have experienced bitterly deep capital losses - including some here at RDS over the last eighteen months. I don’t think Char is a troll - just disillusioned and venting. Can’t say I blame him - I just don’t read everything he says. And I’ve stopped trying to rationalise with him - it isn’t what he’s here for.
I think I should correct my post in respect of CHAR. It looks like he still believes his postings are accurate. Deluded !!!!!
You have the good grace to admit you were wrong. Try and be a little more upbeat. GLA shell holders.
well fair comment pokerchips. i dont agree with all you say regards my predictions, but sometimes it does well to take a different perspective. sometimes i let the never ending wait push me over the edge. im not looking for a response with my posts. its up to other if they wish to read them. i never tell anyone on here what they should do. thats what i really feel about shell. id love , no love it , if i was wrong with my recent predictions + thats a fact . nice rise today , lets hope for a rise up to ex divi day.
On April28th 20.18pm you wrote
"The last time I topped up was £18 60, 2 months later it hit £12 then £9. Don't say you wasn't warned."
From Bugerov's comment
" Friday - 'i predicted shells fall + divi cut before anyone.' "
Any chance you can explain how your predictions are supposedly "world leading " and yet you some how knew sooooooo much that you bought at £18 a mere 2 months before a price crash
Delusional/troll/ both....they do suggest so
You certainly are no where near the heights of grandeur your delusions believe yourself to be..
Your own words say so...dont need anything for anyone to see that
You indeed are clearly fooling yourself ...everyone can see it except....you
I was blunt to you because actually I wanted to see how many other posters felt the same way.
10 posters agreed
Bugerov has written a good response to you and 7 posters have agreed..overlap of same i suspect
It isnt me you need to respond to...it is the whole group....
If you are looking for an audience....you appear not to have one
If you indeed would like an audience the group is sending you a VERY CLEAR message that maybe you should look for a new approach..
I personally doubt you will....the penny NEVER drops with you
There are some very talented posters here and I think you should up your game style and learn a different approach...you will probably get some encouraging feedback if you try to change
The group is suggesting to you....maybe it time you listened
My comment to you was blunt...i felt it needed to be.....but it refers to your posting style...not you in an individual sense
Think about it....give it some thought about what the group is TRYING to get you to see
well if you look to the other boards you are not the only one asking the same questions about the inconsistency of Pocker's statements and its intentions same up and down statements maybe a combination of a delusional short trader or a paid content contributor.
Also the same "perceived superiority" over the rest of all te rest
bugerov, #( iii), i suggest.
Whilst I've no doubt he/she can represent their own views, (and likely will) I don't believe Pokerchips is 'emotional' about the results at all. Try reading their post again and you'll see the comments are more aimed at your opinions and emotional ramblings. I understand the basis of 'hedging' but you are taking the p155 a little with your comments. Just compare your last two posts - a mere 30 hours apart:
Thursday - 'hopefully a glut of broker buys can push it up past £15'
Friday - 'but any suggestion this has turned the corner , it hasnt. just look at the share price. i predict this wont make £15 by ex divi day'.
Thursday - 'I'm happy with the update. Especially the divi increase... Maybe things are going forward at long last'
Friday - 'so the reality is , this has gone no where since the previous results to yesterday. so the reality , is , its crap... but at these low levels , it wont take much to push it back down.'
And once again you remind us of your clairvoyance...
Friday - 'i predicted shells fall + divi cut before anyone.'
Yet despite this skill, prior knowledge of what happened to VOD/SBY/TSCO etc under similar circumstances, and assessment the SP would drop and would not recover to previous highs, you did nothing and watched your investment fall in value?!? Why?
I'm still trying to work out if you're (i) a troll, (ii) self-deluded into believing you're a top investor/forecaster, or (iii) a combination of the two.
well mr pokerchips, i think your getting emotional with 1 days spike + good results. wasnt boyobach, probably the most intelligent poster + respected poster on here, saying recently . shell is under valued. has were a few others. on the advfn BB today theirs a article that says shell is the worst performing in the oil sector + is well below its peers performance. thats just posh talk for a crap share. yes , has i said yesterday was very good. but , shell has been £14 50 + 6-7 times + has fallen back every time. when vodafone was £2 20-30 many people on these boards were saying it was undervalued. take a look at vods performance since. its talk + nothing more. a share is worth , whatever its worth today. no one knows what comes next . many observers on bloomberg + cnbc have stated this week, that august his the new october. in other words , they expect a sell off of some kind. shell cant do the easy part getting to £15 nevermind beyond that. hopefully the divi hike + buybacks can push it on. but any suggestion this has turned the corner , it hasnt. just look at the share price. i predict this wont make £15 by ex divi day + i predict it wont make £16 by next results in late october. ive never said i knew about any companies. i judge my predictions on profits + whats happening in the sector + the world. i predicted vodafones divi cut + demise before anyone . i predicted shells fall + divi cut before anyone. so the reality is , this has gone no where since the previous results to yesterday. so the reality , is , its crap. if that changes going forward , no one knows, but at these low levels , it wont take much to push it back down. maybe £11 is too low. but in shares , as in life you just never know whats around the corner. hope i wrong , but i think a sell off in the markets will happen sooner rather than later. hope thats not to emotional for you.
14:08, blimey, looks like an intruder has hacked char’s account,
Char...... another very good day is the "glorious twelfth" not for grouse shooting , I think that's barbaric, but it's XD day.If you really hold RDSA FFS get them sold before then