Firering Strategic Minerals: From explorer to producer. Watch the video here.
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Started: Cllwyd, 24 Jan 2022 13:54
Last post: Clued, 30 Jan 2022 18:58
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".
Started: dusty42, 29 Jul 2021 20:13
Last post: cbrown, 21 Jan 2022 11:05
Manofleisure which IT would you recommend?
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.
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!!!
Last post: turnkey17, 19 Jan 2022 09:13
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."
Started: Miss_Dollar, 14 Jan 2022 11:48
Last post: Miss_Dollar, 14 Jan 2022 11:48
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
Started: coolbreeze, 22 Dec 2021 20:44
Last post: coolbreeze, 2 Jan 2022 22:05
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
Started: dazzle1000, 25 Oct 2021 11:17
Last post: milnrowmug, 16 Nov 2021 11:32
We know it's illegal in Germany, anyone know about Holland?
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
Started: ColinL1 , 15 Nov 2021 09:39
Last post: ColinL1 , 15 Nov 2021 09:39
"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.
Started: Clarence2, 25 May 2021 14:46
Last post: Clarence2, 25 May 2021 14:46
Started: hockerdo, 13 May 2021 04:11
Last post: hockerdo, 13 May 2021 04:11
BOIL.LSE
Definitely worth investment of RDSA expertise.
Started: C.Trader, 29 Apr 2021 13:17
Last post: dusty42, 11 May 2021 01:23
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???
Started: Shobbit, 1 Mar 2021 08:44
Last post: Shobbit, 1 Mar 2021 08:44
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/
Started: DannySenton, 31 Jan 2021 22:55
Last post: BigMacMoon, 5 Feb 2021 14:03
Looking forward to Hydrogen Generators
Not.sure.about EV infrastructure acquisition though
Started: mattwales, 3 Jun 2020 07:06
Last post: pappalazz, 23 Jan 2021 13:48
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.
Think you may be right tullow oil looks like a good bet plenty of upside at these levels. Might put a buy order in first thing tomorrow
Last post: doubleorquits8, 8 Dec 2020 17:17
I read somewhere they should be paid on 16th December
Last dividend date was the 21st Sept, they are normally quarterly and a yield of around 14% of holding.
What do they pay and how often?
Started: f17dge, 13 Nov 2020 22:22
Last post: f17dge, 13 Nov 2020 22:22
Joined a modest 375 shares today to compound. 2 weeks too late but hope some legs in this still. Gla
Started: TheJanbo, 18 May 2020 13:08
Last post: Pippa_Peaches, 30 Jun 2020 15:49
Good to see an upward movement on the SP from a few weeks ago. Hopefully positive movement in the coming weeks back to £14. GLA
Started: threeputt, 3 May 2020 16:40
Last post: JAMGLAS, 12 May 2020 12:06
I still haven't received my dividends from the first payment this year Exdiv 13 Feb, payment 23 March. Do you know if this has happened elsewhere or am I missing something? ( apart from the divi )
Been through the Shell website looking for a contact email address to raise the query but cannot find anything. Any suggestions?
JG
As a rookie I've made that same mistake here. SP underperforming, dividend cuts...what else
Pending how many shares you got may not be too much of an issue, but If its any comfort I did the same,I did read somewhere that it was going to be abolished to simplify things, Im probably miss informed but im not worried as the share price is slightly higher and gaining ground, all money is good...
Oh no I wish I'd known that myself. I am a complete idiot for not investigating this more before buying A shares
A question which I wish I had asked threeputt before investing! A shares are subject to witholding tax on dividends in Holland while B shares are not. I think it us 15%.
Last post: nicknaim, 6 May 2020 19:02
Some very large buys at market close, should be very interesting tommorow after a very laclustre day, I think the large institutions are very confident with the bottom new levels....
A lot of Buys already this morning and it looks like they will continue. Probably wont see these type of lows again for a long time!
Started: Fallingknife1, 3 May 2020 13:30
Last post: Fallingknife1, 3 May 2020 13:30
by the scale of the dividend cut but agree with Midas in the MOS that with a yield of 4% and even higher if the selling continues, then RDSA is worth sticking with. Another Trump engineered spat with China and plummeting oil prices sure will depress the price but I see no reason why both won't unwind. Incidentally I hope Ben Van Beurden is taking a pay cut too. If not some one should have a word in his shell at the AGM!
Started: tradegurus, 1 May 2020 09:40
Last post: nicknaim, 2 May 2020 08:36
It could but you would need to be glued to your laptop as it would be very brief, Investers just throwing there toys out of the pram as the company decided it was more important to save money for the short term, very soon, situation will be more clearer as the dust settles , this is a good company that is making the right decisions..
Low Oil Price, Dividend Cut, Friday fever!!!
In my opinion, This is all going to add up pressure and bring this below 1200p
I think this is really cheap in regards to long term returns and even short term on that note! SP will start to start fly before you know it!
Started: HermanusInclusus, 20 Apr 2020 21:51
Last post: HermanusInclusus, 20 Apr 2020 21:51
WTI contract for May circa $-40.00. Buyer must be paid by the seller to collect oil. Miracles