George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
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.
.... and have you noticed how BP is flying? even more impressive so far today.
trimmed a couple around 1708 to top
up elsewhere, but remaining long.
Yihaaa!!! New Year! New Shell plc! Now a great British company!
If this surge continues then the next obvious resistance is around 1715 but 1750 comes into view as a credible target region (red circle) https://invst.ly/x0q9k
The chances of topping up below 1600 are narrowing, Char. I'd also take that opportunity if it presents itself. The gap to 1630 needs to be filled at some point though, so maybe....
In the meantime, RDS is following the general trend in OP: RDSv Brent over the last 14 months: https://invst.ly/x0oee
Nice breakout this morning - shame about the 30p gap!!
https://invst.ly/x0o1x
No reason why we can't hit £25 by May. It the big dirty polluting bad guys that will lead the green revolution too in the next few years. This will be £40 in 5 years.
Broker averages in line with FT median target 2,108p, High 2,990p.
https://etfdailynews.com/news/royal-dutch-shell-lonrdsb-given-a-gbx-2200-price-target-by-jefferies-financial-group-analysts/
ATB...Happy New Year to everyone.
H N Y ALL. well its great to see barrons being so upbeat on shell. but, yes theres always a but, shell has underpreformed those big oilers because shell cut its divi by over 60%, simple. the others mentioned didnt. so for being undervalued, im not too sure tbh. ive heard this about many many shares , vodafone being 1 + look at that today. its worth whats its worth today. anything else is conjecture. id love to see a special divi to push th SP up + then push through £18 after results. im sure shell will add a 4% rise in divi, but atm its still no where near what it was back in 2019. so the wait will go on. id take £19 this year. but who knows . cv19 can send the mass hysteria to the markets at any time. at any time. i aim to top up if we go below £16 soon.
russian invasion of ukraine seems to be looking increasingly likely,
probably during january. any sensible guesses from folks on here
about RDSB price reaction in short & medium term if that happens?
second question, if boris does attempt some kind of windfall tax on
energy companies as part of a political sop to soften householder
bills in 2022 from rising gas prices etc, is it likely that RDSB would
come into the crosshairs for that, or more likely targeted to a much
smaller subset of companies (e.g. the london arm of gazprom?)
appreciate these are only speculative
scenarios, but any thoughts welcome.
Riskingit: yes, worth posting Barron's view, as it seems difficult to argue with:
https://www.barrons.com/articles/buy-royal-dutch-shell-stock-pick-barrons-51640725353
Riskingit: A great investment over the years, particularly with the high quarterly dividend, sustained for so many of those years. For me oil was always going to power us out of the COVID inspired economic malaise. So the OP fell to unrealistic "panic lows in the below £9 arena 2 x in 2020-2021, dreadful for LTH's but fantastic in terms of opportunity for new investors.
The Board has to be praised for the speed of Shell's recovery, and for a behemoth it is heading for being lean and fit! From the start of November 2021, it looks like the new floor for Shell plc is around £16, and the floor for BP around £13. Without any bombshells I can only see an upside from there for Shell, bearing in mind that in November climbing inflation had hit 6.8% in the US & 5.1% CPI & 7.1% RPI in the UK. Also Interest Rates in the UK have started to rise in order to combat this - gently at first so that recovery post-COVID is not strangled becoming, recession too quickly.
For me the undervalued Shell SP looks to be well on track to hit £19-£20 by the Q4 2021 results announcement on February the 3rd 2022 & certainly by the Ex-Dividend date of the 17th February 2022. It just has to be a great start to the New Year for all of us.
The FT analysis is always worth bearing in mind:
https://markets.ft.com/data/equities/tearsheet/forecasts?s=RDSA:LSE
I'm sure Interactive Brokers were saying Shell would go to £22 this year, but cant find the article at the moment :
https://www.ii.co.uk/analysis-commentary/10-highest-yielding-ftse-100-shares-right-now-ii522416
Https://www.barrons.com/articles/buy-royal-dutch-shell-stock-pick-barrons-51640725353 Royal Dutch Shell Trades at a Significant Discount to U.S. Peers. The Stock Is One of Barron’s Top Picks for 2022. By Andrew Bary Jan. 2, 2022 3:00 am ET Energy supplies could be tight and prices high for years. Royal Dutch Shell (ticker: RDS.B) stands to capitalize as one of the world’s top energy operations. It trades at a significant discount to its U.S. peers, Exxon Mobil (XOM) and Chevron (CVX). Shell’s U.S.-listed shares trade around $43, just seven times projected 2022 earnings, against...
Couldn't agree more Grip - I have been is RDS for more than 20 years and the death nell has apparently sounded many times since I first invested - Each and every time Shell have bounced back with trimmings. Of the course the first div cut since the war was a bummer but with the cash they are generating now I expect that to be addressed.
Also just read an article from Barrons saying Shell are massively under valued and are their top pick for 2022
NSS - a brilliant article & great counter to the "all energy will be green by tomorrow brigade," fossil fuels have fallen off a demand cliff & will die altogether within the next few years, & of course the Shell Board are shrinking the company to the point that it will have no value sooner rather than later!
Some of these investors should read and absorb this article. They will then have a fighting chance of developing at least one informed opinion to start the New Year with!
Regardless a great time to be invested in Shell. Alpha's analysis of Prelude would have been interesting. And a major thank you for highlighting all the articles that you do - they are greatly appreciated.
https://seekingalpha.com/article/4476624-royal-dutch-shell-is-not-running-on-empty
Happy New Year fellow Shellers. what will 2022 bring . no one knows. a special divi or a new variant? well its odds on the latter i feel. many on the advfn BB remain very upbeat for 2022, but i cant see all plain sailing , thats just not the world atm. well i predicted £17 75 for 2021, so im predicting £19 50 - £19 75 for next Year. time as i always say will tell. good luck in all your lives nexy year to all.
Yes, New Year, New Shell plc, first Board meeting in the UK today 31st December 2022, implementation date of name change to be announced w/c 24th January 2022, close of the final quarter today & with a consistently high oil price throughout, A & B shares unified 31st January 2022, sparkling (company hedging permitting) 4th Qtr Results 3rd February 2022.
Here's to a climbing share price towards the results & Permian distribution announcement, and hoping that BvB negotiated a shrewd deal with the UK Government to domicile Shell plc in the UK - doubtless he did. A lot to drink to so better get started!
Well its been a chalenging year for Shell but I think they have donre a great job in the circumstances.
Court cases, COP26, Prelude and a number of issues have come their way but they have had high oil and gas prices which have kept them in a good place.
Debt paid down, Company rebirth, Buy backs, Huge renewable purchases should help to give us a steady 2022 so heres to that and an end to you know what.....
Happy New Year all and thanks for your help and contributions over the year....
It’s interesting to note the differing response to OP movements by Chevron compared to RDS over recent days. https://invst.ly/w-iw3
RDS has been the more volatile of the two majors over recent months and, having surged ahead after news of the Permian deal, is now limited by a falling trend (red) which pushed it down yesterday (circled), For Chevron there was no such barrier and it has continued its steady rise, regaining the lead. The logical conclusion is that IF OP continues to remain firm then RDS will eventually breakout from under the red, chasing the Chevron line shown here. This would put RDS back at about 1700 at the current Brent price level.
https://www.zerohedge.com/geopolitical/heres-how-energy-crisis-turns-hunger-and-then-war
Interesting to see RDS’ reaction to Brent movements today. Here’s a 15’ view that shows today’s moves and the reaction to Brent’s rise whilst the market was closed for Xmas: https://invst.ly/w-b-w . It nicely demonstrates that RDS has effectively softened by 70p in relation to Brent since last week. As I hinted earlier by reference to BP, the market didn’t seem likely to pursue a breakout - quite the reverse as it turned out when all three dropped back sharply around 4pm. Will the market have second thoughts tomorrow? Not judging by the way today ended....
Some understandable profit taking this morning but is RDS poised to break out from its two and a half month limiting trend (red)?
https://invst.ly/w-7k5
BP is lagging in that respect, which may indicate that the time hasn’t come:
https://invst.ly/w-7li
Much probably depends on Brent (note the similar breakout potential between the three): https://invst.ly/w-7ow .
Hi doubleorquits8 (and anyone else who's interested),
Boyobach has given you a good answer. If any of the "distribution" *was* to be paid as a dividend in the future, to work out how much it would be per share you'd have to divide the total cash dividend amount by the total number of shares (which includes both the RDSA shares and the RDSB shares).
You can get the total number of shares from the "Voting Rights" RNS announcements (they include a figure for combined total of "A" plus "B"). The most recent one was on 30 Nov 2021, when the stated total was:-
7,714,589,773.
https://www.lse.co.uk/rns/RDSB/
Of course they're buying-back shares on an almost daily basis, so the amount now is most probably less. There should be a more up-to-date figure very soon, as these "Voting Rights" announcements probably come out monthly. Or if you really want to keep up to date you could subtract the daily amounts bought back, which are announced almost daily.
As the plan now is to combine the "A" and the "B" shares into a single type, it will shortly be even easier to work out. According to the relevant recent announcement with timetable, that should take effect on 31 Jan 2022.
I hope that helps,
Mike.
The $7bn Permian 'distribution' ($ not £ btw) has so far been announced in the form of share buybacks rather than dividend. I suggest you keep an eye on RNS's and the company's website, which currently includes this information :
Royal Dutch Shell plc (the ‘company’) announced the commencement of up to $1.5 billion of share buybacks on December 2, 2021. This is the first tranche of the $7 billion shareholder distributions from the sale of the company’s Permian business in the United States. The form and timing for distributing the remaining $5.5 billion (together with any unpurchased amount of the $1.5 billion of shares under this tranche) will be announced in early 2022.
https://www.shell.com/investors/information-for-shareholders/share-buybacks.html