Our live Investing Matters Podcast Special which took place at the Master Investor Show discussing 'How undervalued is the UK stock market?', has just been released. Listen here.
It’s an option that was considered during the move away from NL. CEO is open to reconsider I expect if the investment community do not respond in an appropriate way if the commitments at Capital Market Day are delivered.
The US Government has a different view on the energy transition and the market in the Us tend to see value differently to the UK it seems.
Stepping back from the North Sea is more political tha bottom line driven, the volumes and Revenue from this small portion of the Shell portfolio is small.
It’s an option spidered s considered during the move away from NL. CEO is open to reconsider I expect if the investment community do not respond in an appropriate way if the commitments at Capital Market Day are delivered.
Stepping back from the North Sea is more political tha bottom line driven, the volumes and Revenue from this small portion of the Shell portfolio is small.
Oh my….. I hope they have done their due diligence…. Nigeria has been a millstone for Shell.
Always a shame when a CEO reads from a script when answering such basic questions…..
OPEX is the target, easy to go after but it means headcount and contractors won’t get you there.
The government should not shy away from driving a preference for the good of the UK. RR need to be competitive but shame on the government if they waste time and effort on chasing price to the extreme…. Protect British industry….
High probability of a dividend uplift, albeit the board do seem to think share buy backs…… conventional oil and gas will be part of the forward strategy for many years to come for Shell, and now a sensible mandate on cleaner energy projects has been shared widely I.e. they need a certain VIR and IRR to be considered for Capital.
LNG is also now seen as more central to the future Shell….. OPEX is under the microscope, so perhaps expect some FTE and overhead focus at Capital Markets Day too.
It’s about time we looked after our own, as long as RR demonstrate technical competence and are competitive then why n earth would we ship value to a foreign company? A bit of self preservation for the UK would go a long way with the public.
The RI is referenced against your post consolidation share holding.
If there is traction on SMR’s and the Government wakes up and supports, then still some upside here for sure.
3.5% ROCE would never make FiD at BP…. Unless it’s New Energies…..
Nothing new, the CEO has still got an oil exec patter……
Great to see the rise, just wondering how the rank and file view the comments around burning platform a few weeks back….. always puts a cloud over integrity, and likely will come back to haunt the CEO in the months/years to come
There’s always extremes and those sat at the ends of a range are normally deluded or full of self interest….
I’m in a similar boat and do share some of the sentiment… the original board made a hash of implementing the strategy and the new CEO has been a flop….
I have however had some fun along the way with the ramping going into NoV/Dec last year and the wildly opposing views I’ve read with interest along the way.
My funds have been written off and I do hope for all invested here there is a viable future for the business, I am optimistic long term, and can sit and wait to see….. No more wild expectations on short term gains, but long term there is at least a small chance the business can return a profit and make a reasonable investment…. Let’s see and GLTA.
Wouldn’t be unusual for a new broom to try to hit the news with a little positive news…. A small divi increase could well be on the cards.
Too much self interest with some brokers…. Do you think there is any embarrassment with the wild forecast when time goes by…. Absolutely not, they take the money and try to influence again.
Shel are global and WFH guidelines differ considerably, some field facing staff have never WFH….
Lol, not sure having activists at the helm is a sensible thing to do…
Kindness, in my view still a punt but I’m holding on….. don’t invest if you are a nervous ii, there is potential significant upside, but there is major volatility and the ride is bumpy. CBX could wash out, but I’m more positive for the longer term….. Then again, my investment is written off my books and a bit of a fun, calculated gamble.