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The spectral dictating hand of the Dutch courts has been removed from Shell plc's throat, and BvB has moved Shell plc's domicile to the UK in order to progress the energy transition (disappointing that he did not say at pace).

BvB & Shell plc are bordering on achieving assylum seeker status, due to the threat of persecution in their homeland. An absolutely massive decision for an obviously very proud Dutchman, but he has got it right in every respect.

A British company for all of 3-weeks. Maybe its just a lucky coincidence, or maybe part of BvB's negotiations for Shell plc to domicile here in the UK. If the outcome is positive I would go for the latter!

I will be shocked if the magic £20 is not hit by the Ex-dividend day of the 17th February. What the Shell plc share price is a fortnight earlier is something to ponder on because I am really not sure, but I would chance my arm at the SP being through the glass ceiling at £19 and around £19.20p on the 2nd February!

For me Shell means happy motoring at the moment, but I am sure Exxon fans will correct me and say that it is "the Esso sign (that) means happy motoring!"

Boyo - it does look like a natural pull-back, but maybe the shares had a touch of altitude sickness, as they have not been this high for some time. Maybe influenced by Biden's talk of releasing some strategic reserves (how much oil is there in a strategic reserve - well we can't tell you exactly, because it's strategic), co-ordinated with other countries. And partly by talk of a Windfall tax on the energy companies over here. Maybe a Windfall Tax will make a few voters happier, but it is addressing the symptoms and not the cause, so it would be a bit of a temporary one-off fix.

Without any doubt BvB has already discussed the issue of a Windfall Tax with Bozo as part of his negotiations to domicile Shell in the UK, and Shell is here, so that I would hazard a guess that a Windfall Tax will not happen, or it will be relatively innocuous. BvB probably said sorry the costs of going green etc are very high, a 5% increase in dividend will only keep pace with current CPI inflation, what do you want UK? We need to be attractive to entice our new British investors?

Then stunning results on the 3rd February. Even after claiming they will use the Permian sale proceeds solely for buy-backs the Shell treasure chest will be bursting at the seams! Even with as much capital allocated & hidden as possible, there will be a few additional coins to throw to the long-suffering shareholders.

Then probably/maybe a traditional dip in the SP with a dose of post-results apathy and malaise. Then a nice pick-up again towards Ex-dividend day on the 17th February

There are a few SP rocket boosters to fire off between now and the results announcement on the 3rd February though. RDS becomes Shell plc on the 24th January, followed by unification of the A & B shares, then the first day of dealing in the new shares. The likelihood is that the

Watchman - excellent - Number 11 should be "always think positive!"

Hi!
Gerry and SE - This is the link to Shell's Simplification Timetable:

https://www.shell.com/media/news-and-media-releases/2021/shell-sets-out-expected-timetable-of-simplification.html

It covers everything you are asking - if not please post again.

Come on Nidec you will be saying that ML would be concerned about attending New York meetings of Dark's Science and Technology Committee next!

I completely agree with you.

Mark - a share price more than doubling since October 2021, and not going up in a straight predictable line, can be hugely disappointing if you only have a negative view and predict continual doom & gloom!

I'm a convert - the end of fossil fuels is nigh! We are all doomed! The share price is only going to go down from here! Yes, we might be twice as rich as we were last October, but isn't all property theft!

Everything is relative. Ndn71 is right about fastening on to say a trade of a million shares. If Dark is valued at around £3billion, then 1 million shares is one in 3000 of its shares. It is a drop in the ocean. It will move the shares marginally, Sanchez and others traders will have an opportunity may score.

Sentiment will start to change when there are blocks of 10 million shares and more traded, a record of consistently stunning quarterly results, profitability coming up on the radar, some sort of resolution relating to the ML saga, Prevent being fully and successfully launched etc, the squeeze on tech stocks easing, interest rate policies being determined, inflation coming under control, the US & World debt situation being brought under control etc etc.

Absolutely stunning results, with all significant metrics heading north & up 3-4 pence a share, not even half-way to Deliveroo's high for the year.

"For 2021 as a whole, gross transaction value rose 67% to GBP6.62 billion on a reported basis. At constant currencies, gross transaction value rose 70%."

The MM's have to be joking with their response to these results! What is their agenda?

Sheltie - gravity pulls us DOWN towards the ground, it is an odd expression to use for a share going in an upward direction, unless you to describe it as defying gravity!

Carliol - Also worth mentioning that electronic communication networks (ECNs) are one of the forms of Dark Pools, which are relatively opaque compared to the main Exchanges.

Also that they are a highly convenient way of disguising the number of active shorts that are in play at any given time, and the volume of the trades. Short sales executed in dark pools represent just 37.0% of a stock's dark pool trading volume. Exchange short sales are significantly more informative than dark pool short sales. This helps to explain recent shorting activity in Dark shares, that was obviously taking place but very difficult to track.

It is a very strange phenomena, but US Stock Exchanges are generally very quiet before they are even open:

What time do US markets open GMT?
New York Stock Exchange (NYSE) - opens at 14:30 GMT and closes at 21:00 GMT.

Even if he stepped down, or back, from any committees due to the criminal charges against him, I think it would be naive to consider that he was not involved in a semi-official advisory capacity with most or all of them. He is simply too important at the moment & his contacts list will cover virtually anybody who is anybody in cyber security. Can you imagine the Government setting up anything relating to cyber-security without formally or informally discussing it with him?

Once you are into top secret areas, will a country even reveal who is on it's committees - it is not a good idea It would seem unlikely that sensitive areas of Government would even admit to using Darktrace, as amongst other things it would admit that they thought their systems were vulnerable & make Darktrace itself the focus of their intrusive activity.

Certainly for our immediate purposes he is on the Darktrace Science and Technology Committee:

https://www.darktrace.com/en/science-and-technology-committee/

"ML - he still may make suggestions behind the scenes, he no longer has any formal influence o over the company other than as a ordinary shareholder with 15.5% (combined) of the voting rights. My perception is that the MT and the BoD are now well placed to carry on the batten without him."

I would hazard a guess that the majority of investors see Dark as being led by science technology. If the Board are happy to carry on the batten without ML they will lose half of their Science and Technology Committee, as there are only two members. The other member with ML is Professor Nick Jennings CB FREng.

If Science and Technology are fundamental to Dark, it is highly likely that meetings of the Science and Technology Committee, do not just involve a meeting between the two Committee members, at Dark's Head Office, and a short note of the meeting's minutes being passed to the CTO. It is much more likely that Poppy and a few other key executives make themselves available for the meeting. Something of a Board meeting without being classified as such.

With his wife ML together as an entity they are significant shareholders .At Cambridge University, Dr Lynch studied Information Sciences and received a Ph.D. and held a research fellowship in adaptive pattern recognition. "he no longer has any formal influence over the company" - come on Lending surely you can provide better analytical assessment than that!

ML is on Boris's Science and Technology Committee, well that links him with Government at the highest level as well, and forms part of the Government link with Darktrace. Plus several key players at Dark who are" ex-security services":

https://www.gov.uk/government/news/new-members-of-the-council-for-science-and-technology-confirmed

Will ML have any links or input to Boris's new National Cyber Security Centre. You bet he will:

https://www.gov.uk/government/news/new-members-of-the-council-for-science-and-technology-confirmed

Will this be of interest to Dark? Of course it will.

The Court cases over the Autonomy "Fraud" may easily be an attempt to get ML over to the States & then come up with a plea bargain for him to work for US security services in return for not going to jail. Will the UK let him go? I very much doubt it - but the British do not have an impressive record with gifted genius mathematicians. Remember that Alan Turing was chemically castrated by a grateful nation as his reward for arguably bringing the Second World War to a speedier conclusion!

The ML court case is by no means straightforward. It is not just about fraudulent rights and wrongs!

Fairy - Started by the Irish Collison brothers in 2005. An electronic payments giant now worth $100 billion dollars and climbing. Yes, there will be massive interest in a top quality company, similar to Jack Dorsey's Square now named Block Incorporated & Fidelity National Information Services which took over Worldpay, depending on the IPO price. The only issue is don't necessarily hold your breath for the IPO, it has been rumoured for a time measured in years now!

Darktrace has obviously won a lot of awards. But bear in mind that the award appears to be based on Darktrace's submission. As an observation there would not necessarily be a vast audience as the venue would be filled with Cup Winners - an awful lot of cups!

"Organizations from across the globe submitted their recent innovations for consideration, and the BIG Innovation Awards named 13 executives, 56 companies, and 81 products as 2022 winners."

Q4 2021 Trading Update
Date: Thursday 20 January 2022

Full Year 2021 Results
Date: Thursday 17 March 2022

https://corporate.deliveroo.co.uk/investors/calendar/

Nuri,

You've got the basis of a great business idea.

In no time you can be bigger than Deliveroo! Forget about the market-leading app, the superlative delivery logistics, the marketing & branding, the level of market penetration in numerous countries, the list of top company clients, delivery of products other than food, direct investments by Amazon and Delivery Hero!

All you will have to do is pedal faster, without any sense of direction & you will have cracked it! Very few of your competitors will have a braincell that is so fully occupied! Good luck!

"The first thing you know Old Jed's a millionaire"

https://www.upstreamonline.com/exclusive/updated-shell-finds-oil-with-closely-watched-namibian-wildcat/2-1-1142213