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Markets awaiting the Trump v Biden debate .....
Biden has to perform well...and merely let Trump fall on his verbal diatripe a*rse
The Republicans dont have the use of Cambridge Analytica and Facebook to target African Americans, againt the Democrats like they did in 2016 , and if those AA voters now swing back to the Democrats , many of those swing states could well go the other way...
Rach666,
I note from your posting that the village idiot is back. I have him on filter, he is groundhog day. I have nearly 50k shares in RDSB, I am losing, but we don`t all whinge all the time like the village idiot. We have a life and proactive in bringing those loses down.
Well good luck Marfthew. If its any consolation, my alternative pick, CWR, stalled and has hardly been a better option so far.
If UBS are right with their apparent £17.70 target (char333's post) then a few p either way hardly matters, although I'm inclined to agree with his assessment.
Hi Boyobach,
I had a buy order at the support around 965 that has been triggered. So I’m in again. Not sure why it’s lagging the other oil majors today, Total up over 3% and Exxon 2.5%. Shell struggling.
Have a trailing stop in place again as this can sell of very quickly again.
Nice to know your thinking of me in my absence. They say your not famous until you have your own exclusive stalker. So thanks. Hope my rabbits safe.
Yes, you're right. It gets a little daft on here, but it's not often.
It's only one guy who will write exactly the same thing day after day. No technical detail, analysis or sensible debate.
Almost exclusively filtered out by everyone.
In fact, filter us both out.
You should then get pure RDSB chat.
Rachel
It can get a bit personal around here it seems - pity. I personally pay more attention to those that don’t get drawn and stick to reasoned discussion about the company’s performance and sp.
It’s too early to tell, of course, if 965 is going to hold and whether the sp will now trade in the 965-1000 range but the overshoot to 948 followed by a higher level period would be a recognisable pattern for RDS (15’ view: https://invst.ly/sa1wk ) . But was 948 the bottom?
The cautious - prudent - types will no doubt want to see evidence that the trend has turned. Sept 22nd provided a fake indication that will have caught many out but at least the 23rd provided an exit opportunity.
Its also worth noting that Shell are getting rid of oil assets and investing in new technologies on a weekly basis.....
Some of last weeks divestments....
Sell Philippines Gas stake
https://www.reuters.com/article/us-philippines-gas-udenna/philippines-udenna-eyes-shells-malampaya-gas-stake-seeks-pnoc-tie-up-idUSKBN26J0PC?rpc=401&
Sell East Temor Gas project
https://www.offshore-technology.com/news/east-timor-sunrise-gas-project/
Some of last weeks new ventures
Extending Partnership with Microsoft
https://www.kallanishenergy.com/2020/09/24/shell-microsoft-allied-to-tackle-carbon-emissions/
Aviation deal with Neste
https://www.greenbiz.com/article/shell-inks-deal-neste-boost-aviation-biofuels-supply
So whilst there certainly isn't any Fizz yet its all going on in the background....
Interesting article about a new appointee:
"Shell's new clean-energy boss is forging a fresh future for the $100 billion giant as the oil business begins to unravel"
https://www.businessinsider.com/elisabeth-brinton-new-energies-boss-royal-dutch-shell-business-model-2020-9
Worth taking on board as, like it or not, most fossils should be left buried!
jennis 2002 & Marfthew
You don't have to worry or get upset about char333.
I couldn't understand what he wrote today, but I think he just wanted his nappy changing.
He will be all right once he has had his milk.
Apparently, he purchased a few RDSB shares at £23 odd quid, then he bought a couple more at £18 quid (according to his posts) Now, because he has lost all his cash, he gets a bit grumpy on this site. I thought it was the share price collapsing that got him cross, but he might just be teething.
Lots of people filter him out or just poke fun at him.
Ive just seen a post from 16th March this year where char333 writes poems to a five year old girl....Sounds sus, but I think he was just advising her about Vodafone....Its a cracking read!
Must tell my 6 year old, that if she needs help with her Tesco shares - message char333 on here....then help him with his spelling
Keep letting him post is what I say.
He's great value as a clown
Rae Xx
Soleman, regarding the annual returns from an investment here I've run the numbers for Shell in my discounted cash flow model. I've taken the average EPS for the last 11 years due to the cyclical nature of the business. That gives me £1.66.
The big assumption I make is that we continue with the same average growth we had over the last 4 years: 6.6%. As a future PE I take double that at 13.2. That's quite conservative as our average PE has been around 40 over the last 5 years.
That gives me fair value of 2136 in 5 years time and a buy price of 1068 with 50% margin of safety! We're well below that atm. This means more than 12% annual return over the next 5 years, including the divi!
Obviously if the share price recovers in less than 5 years the annual return will be much higher than 12%. So I agree with the 10-20% range though for me that's divi and share price increase together.
stopped reading the diatribe when he mentionened brexit, quite a fool if he compared to vodaphone too, agree marfthew
*could well be
Thats an excellent summary Marfthew, I think the best strategy right now is to buy the dips in your favourite blue chips, particularly those with a disrupted but historical dividend paying strategy. For me its shell and Hsbc but there are many others like bt that could be argued for. If you buy and hold these companies long term your return could well in 10-20%PA just in dividends let alone capital appreciation.
Shell is a very very different proposition to Vodaphone.
The World didn’t really need a company like Vodaphone anymore. The World still will need many of the things Shell has to offer in the future. These are bargain basement prices, they may still go lower, but in the years to come these will be extremely cheap
Hi. Yes shell has taken action as they deem appropriate in the extremely difficult circumstances that have happened over the last 9 months. Shell had cut costs very sharply prior to cv19 & the Russian v Saudi price war , so more cost cutting may well involve safety being ignored, which is often the case. Still no vaccine for the virus. Indeed still no Brexit deal for all those mugs who voted to leave & wasted their show leather. , which will have huge financial implications in 2021 & beyond. Remember bozo the day after the election. Let's get Brexit done. Born liar, like all politicians who have peed all over the electorate & more fool you for voting for them. Fair play to RDS for trying to arrest the ever growing problems. But I always say history will give you your answer. And your post is exactly like scores of posts over on the Vodafone BB 3 years ago where many said Vodafone's cost cutting etc etc will in time turn the tide. 3 years later it hasn't, indeed Vodafone's share price was just above £1 this week. Thinking positive is fine . But in reality this is a big mess & will be for a ruddy good while & no amount of positive thinking can alter the facts. The mantra on Vodafone was and I qoute, " tomorrow we'll have jam on it" . They haven't even got any bread, literally now. Nevermind jam. Born & RDS are in big doodoo. & That's gonna take so long to get back on a even keel.
Shell is still a massive massive company into nearly everything there is going, oil, gas,renewables,power,electricity,transport,shops,chemicials.
My personal view is that until the new master plan is showcased and we beat this blooming Covid we won't be rising much.
Don't forget there are millions of barrels of oil that Shell could buy at record low prices should they wish. Tullow for a start are record cheap.
They moved very early to batten down the hatches, cut the dividend and reduce spending.
When we come out the other side Shell will be very well placed ....