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when this went ex divi , 6 months back, the ukraine war pushed the SP upwards quickly. 3 months back after ex divi it ran + ran nearly to £25 , b4 falling around £5 after 5ish weeks. what this time. maybe the buybacks will prevent a big fall back. so much macro, geo political, news etec etc its a really difficult next 6 months to call.
hi boyobach, hope your good + life is treating you well. i must say i agree totally with your sentiments on that matter. be interesting to see how far SP falls back now ex divi. i dont think anyone can guess where SP will be in 4 -6 weeks. i expect below £20, but maybe thats me being me. i sold a tiny amount 2 days back + will buy more if if goes below £2050.
well the board wishing to keep SP depressed, is against what van the man said in his times article. where he said the SP is much undervalued + the board wanted to give back to the shareholders. so theres mixed thinking from many it seems. i recall them do buybacks around £25 3 years ago. if this dosent fall back sharply after next week, i shall be amazed. imo theres no such thing as a day/week trader. sooner or later your stuck in. so brokers who tell you 3 -5 years usually thats the time you hold a share , unless you take a loss. what comes next , only time will tell, but most observers seem to see oil back over 100 $ + higher , so its confusing.
well it looks like we will be heading back to £18 after ex divi next week. maybe im being negative , but i cant see buybacks arresting the slide. the board have missed a golden opportunity to repay long suffering small SH , by not raising the divi by more than the expected 4%. only now people are seeing the divi cut for what is is. when i hear people/brokers quoting £27 after a good run i laugh. this will be £33 next year they say blah blah blah. they just dont live in the real world. anyone waiting for £25 will have a long wait, with this board. oil is moving down fast, but shell still raking it in, with gas also still high. maybe now when things are good as it can get , a merger BP would be a great move, with looney at the helm i would be more confident of someone who can take the bull by the horns.
well the opec rise can + went in a flash. since the divi was slashed , this is a different company imo. they are now very defensive, unlike looney who gave something back. van the said share price is undervalued, well its gonna stay that way untill the divi is upped by more than 4%. i fear by the time the next results spin round , the momentum in oil + gas may have lessened, and a big opportunity to help smaller SH will be lost. hope i wrong but i fear a big drop tommorrow when inflation figures + BOE interest rates are published. stock markets rising , but this has no legs . could be a long + frustrating wait back to £24 with this board. just have to take the divi , for what it is for now.
I heard theres a big opec meeting today, the biggest since b4 cv19. maybe a big rise or a big fall will ensue, from the agreements .probably down what with shells recent performance. i see looney put his money where is mouth is. remember the "were making more money than we know what to do with it", well they hiked the divi 10 %. fair play to looney for putting his head above the parapit. will shells board follow suite, in q3, not likely knowing them. it seems odd that every commodity is falling as one. seems there is some sort of manipulation going on, in the hope inflation will fall etc etc.
yes very well put. i suppose with bp their bigger exposure to russia with 20 billion writedown, would curtail a big divvy increase. its only now that people are beginning to realise the true impacts of the divi cuts over a long period. even £23 looks a good way off, but one thing ive learnt is when bp + this goes , whoooooosshh , it goes. so lets hope that occurs in he near term.
no doubt well see a few broker upgrades now . £25 , £27 , £30, £ 32. try not to laugh to loud at the high end estimates. more chance of aston villa winning the premier. be nice to see £24 sometime this year though.
well it almost feels like the SP has gone down. people hoping for a big divi rise , got very little. in usa keep talking recession , y 1 second n the next. then is this the bottom , y , then n. then who knows. its 1 step forward 2 back for a good while now. while this conservative board are at the helm, steady as she goes is the order of the day. i could be wrong about this, but shells best days for a shareholder may well be gone or at least be too far off from here. bumber profits , huge buy backs , oil 100$ a barrel gas + lng likewise, yet a 6p rise in SP. i think many who have cash on the hip will soon get disheartened + look for better returns elsewhere. many waiting for £25 , but who knows when that will come. yes i know when it goes it goes, stock markets wont stay down, but with what shell is making it seems slightly odd.
well it would be nice if the rise continues up till thrsday, back to £22 ish, i can hope. many saying on the adfvn site saying the divi needs to be restored to previous levels. cant see that but with the oil + gas price still really high a bit more than buybacks + 4% would be welcome. be nice to see SP rise , but who knows.
SP stuck in a very narrow trading range at present. it would be nice to be back at least a £1 higher by results. but i think tomorrow will define this , when russia decide whether to turn the gas for germany back on . a big fall or rise could ensue. i see van the man stated , Sheel is very underpriced. shares are worth what th SP is, not by some ficticous number. ive heard this about many shares , with none ever reaching the mad brokers prices. a week to define the SP for a good while . £ back to £24 or down to £18-, who knows.
well it looks like biden has found a way to deal with inflation. drive down the OP at all costs. the fed wont have to increase int rates at such a pace, so, bidens job is done, much to our cost. im not counting on more than 4% divi in upcoming results, but a better than that would be most welcome. hopefully results can drive SP back up to £22 + but if SP falls on results, it will be a long way back. those waiting for £25 must be aware that isnt occuring any time soon, i fear. but the bigger picture is we would have all welcomed £19 2 years back, so hopefully the tide will turn again. the analysts ratings are still way to high + for many other stocks too. people get to carried away when things are going well, but reality kicks in, thats the ruddy stock market.
well , it looks like oil is no longer the bees knees. on cnbc old cramer , yes i know no one likes him, has been saying target prices for many top companys need to be more realistic + drop some way. well with the brokers mainly quoting £27 + i couldnt agree more regarding shell. did brillintly to get past £24 with the current divi. ive did may last top up around £20 , but will hold fire now, as it difficult to know which way comes next. id usually say roll on results , but cramer was saying exxon are making 18 billion last qtr , but share is in free fall, as markets now expecting reccession + inflation to hand in hand to scupper markets. sods law , but one day it will reach £24 again, may take ages , but if the divi gets upped by 4% , then ill just take that + party. it looks a long game again, ut 2 years back most would have been jubilant at £20, so i comfort myself with that for now. shame for those who reinvested their divi on monday though.
Hi everyone, hope your all keeping well. well just when i thought this wasnt gonna fall back below £23 50, bang + down it goes. well ive topped up a few times, but not with any great expectations. the big oilers have a meeting with president braingones administration next week to discuss various options for keeping prices down + to bring more oil on to the market. my brother as stated many times that the markets are controlled, contrived as sure as eggs is eggs, just b4 divi payout bp + shell shall rise sharply., so people reinvesting the divi pay out alot more. it couldnt be that fixed , could it ? lets see. time will tell.
hi , hope your well. this is very interesting points from the past + some may indeed be relevant today. but so much has changed in the political + macro spectrum, that a huge fall back like 2014 is imo unlikely to happen, in such a short space of time. but , lets get real, oil will fall back below 60 at some point in the future , as sure as eggs is eggs, but i aim to recover as much lost ground with this once in 10 years chance + keep topping up on the dips. i cant see a bigger divi rise in the near future, because of rising foods , fuel etc etc bills. my biggest concern isthe cretin running the f e d . complete reactive + pandering to the few. i feel he will become public enemy number 1 in u s a. i recall trump saying back in jan 2020, oil price was too high + shell fell 80 p instantley. think oil was about 70 ish then. wonder what he thinks now. but that f e d cretin, is gonna cuase mayhem imo.