Member Info for Bighitter32

Draft, a good reflection, some will undoubtably see this as a mid/long term play. Most ‘good’ investment opportunities include some sort of risk. As investors we project and anticipate the risks against our view on value expectations and our own appetite for risk,
I think there’s slightly more positive potential than downside, but just my view.

Debt and gearing down, slight increase in dividends and then a raise in the CAPEX spend would be my bet….

The RNS was clear in my view too, pleased the CEO got into the discussion promptly, but not sure the RNS has the same impact as the original articles :-(

I’m currently sitting on a loss, but have enjoyed the cut and thrust of the share, it’s highs and lows….. I always saw this as a big punt and despite the fact I think the board are performing woefully, for some reason I am actually upbeat about the mid/long term future.

I guess I’m hooked, naive or just bought into market segment potential…..

Unlike Total, Shell and many other Companies have implemented a moral play…. The financial impact is somewhat secondary, and over time will be depreciated without significant impact.

It doesn’t detract from the strong investment opportunity that One has with Shell.

He failed to deliver when the time came, strategy is one thing, but the value comes from execution…. In this regard he was way out of his depth, both on and off camera, he had done all he was capable of and I can see the right call to shift him aside was quickly made.

Definitely a risky approach to take on debt shore up a dividend…. I’m glad She’ll didn’t do this.

Buy backs are well set and I do think there will be further debt reduction, I’m also expected a dividend hike in the near future too.

BVB will likely step aside and another Shell groomed executive will succeed him, this will likely not invoke significant change in future strategy and/or investment community approach. The massive oil tanker that Shell is, just won’t flip approach like a speedboat. In fact, it doesn’t make too much sense to do so.

£8k for a CEO is woeful, it sends a message for sure…. I also do not know her financial position, but I have read her background and can take an educated guess at what £8k means to her…. If she threw in 20 times this the message would be more in keeping with what I expected.

The lady has not impressed to date…. She needs to pop in a few hundred thousand of her own money and make a statement!

Traders should have been controlled better, not a bright move by Shell

Typo…. Delete on ‘universally’…. I also need a ‘did not meet expectations’ appraisal ;-).

Good luck to all

I’m still in and have not changed my position, LTH…. It’s always been my little gamble….. my only move has been to now drop my level of probability of success and almost get to a point of writing off the investment.

I do think the omni channel (whatever dross that is), the ‘influencer’ suggestions (I shudder to think who will get linked to this so late in the day) and the experienced board (definitely underperform appraisal for this last year) have universally disappointed universally.

If CBX do nothing in Feb then they need to be called out and I for one will lose further trust with them. At the moment their reputation capital (with me at least) is very thin.

I won’t cash in though as it’s my growth gamble share….

Sometimes deciding to be quiet is at least a decision….. but my word…. She needs to get her act together and grab her space.

Many ‘experts’ were not shying away from $100+ prices later this year…. I expect few saw the Russia debacle…. DYOH and take a view.

Possibly a combination of Prelude and Pearl (Major Turanround)

:-)….. Some folks nowadays expect continual promotion….. Broadening and time under the belt seem to mean less to some….

Shell are quite dynamic in personnel rotation, even at more senior levels. IMO this will have limited noticeable effect overall on Shell, the collective leadership of this line of business and internal strategy will dwarf one or two oppintments\change outs.

This is CBX’s second chance to get things right in terms of launch and investment community management. If the Board haven’t learnt from their first shambles then shame on them.
I do expect the new CEO to come out of the shadows and at least start to engage, I do not know her from Adam, but expect her to anti up and show the way with a calm and professional hand.
If Feb is missed (I don’t expect so) and CBX then play on the Q1 messaging (which came after the Feb commitment and without details and reference to the prior commitment) then again they lose credibility and reputation.
Longer term I’m on board for success and think they have a shot, sales data later in the year will be important but as a start up things do take time.

The calculation methodology is somewhat over stated in my view, please take due consideration of getagrip’s points and take your own view. There are plenty of ‘broker’ views and other data to help us all form an opinion… the stock is solid and a cornerstone of many’s portfolio, but DYOH