Member Info for Neversellshell22

Hopefully will prove up a good find....

https://www.upstreamonline.com/exclusive/shell-within-hours-of-spudding-namibia-appraisal-well-on-huge-graff-oil-discovery/2-1-1168213

Hi Avid,

Which Josh Young ???

And they are off.....Small but beautiful field.....

£3.95 Emerald
£3.99 Rjb92
£4.25. NSS
£4.33 Ninnia
£4.35 Jezzoo
4.57 Spights

https://www.bp.com/content/dam/bp/business-sites/en/global/corporate/pdfs/investors/bp-fourth-quarter-2021-results-qa-transcript.pdf

Henry Hub
JKM
NBP

Which ones do we provide the most of. Also how big is BP LNG operation ??

Many Thanks

nss

If you know....You know.......

£3.99 Rjb92
£4.25. NSS
£4.33 Ninnian
4.57 Spights

This is exactly how the market works people with selling at the wrong time and then buying at the wrong time.

For instance at the moment there is a sale on of most tech companies but being humans most people are selling instead of loading up. Its the fear bit of how we are wired......The same as last year when prices crashed by 30% only to rise much much higher 2 months later......

There will always be risks and threats its how the world rolls. The last 2 being Covid and now Russia. Don't forget just over a year for a very short period you had to pay people to take your oil away....Crazy.....

Is the end of the world neigh and stock in a death spiral..No idea.

However for me I expect Russia to make a limited nuisance of themselves and the world will get back to normal and start their next worry.....And so the cycle begins again.......

Good Luck all.....

Shell Midstream Partners (SHLX +6.2%) says it received a proposal from Shell Pipeline Company (SHEL +1.4%) to buy all common units not already owned by Shell Pipeline for $12.89/unit; Shell and its affiliates currently own 68.5% of SHLX common units.

Shell says the deal would simplify governance of Shell Midstream's assets, reduce costs and provide flexibility to optimize the pipeline portfolio.

The proposal is subject to several contingencies, including the approval of the general partner's board and the negotiation of a definitive agreement.

https://seekingalpha.com/article/4483641-shell-midstream-shlx-prime-assets-subprime-valuation

Might be an interesting presentation...

Wael Sawan, Integrated Gas, Renewables and Energy Solutions Director and Steve Hill, Executive Vice President Energy Marketing of Shell plc will host the LNG outlook 2022 live presentation and the Shell Insights: Integrated Gas Business Update on February 21, 2022.

https://www.shell.com/media/news-and-media-releases/2022/advance-notice-shell-lng-outlook-2022-webcast.html

Another very decent Hydrogen Partner....

https://splash247.com/shell-and-gtt-join-forces-to-develop-liquid-hydrogen-technologies/

https://simplywall.st/stocks/nl/energy/ams-shell/shell-shares/news/shells-amsshell-earnings-are-of-questionable-quality

hell Pipeline Company LP said Friday that it has made a nonbinding offer for all remaining common units in Shell Midstream Partners LP for $12.89 a unit in cash. The company said the proposed transaction simplifies the governance of Shell Midstream Partners assets, reduces costs, and provides flexibility to optimize the pipeline portfolio. Shell and its affiliates currently own around 68.5% of Shell Midstream Partners' common units. There can be no assurance that any transaction will materialize, it said.

I wish some one could comment on these mystery shares and holders.

Unfortunately it seems know one knows the truth and until we get to April it will remain that way.

One point of logic is why would they be in a rush to sell these shares especially at these prices.

Despite every ones comment of rusty old assets etc the plan is for 200k for at least the next 3 years and at current oil and gas prices that gives Harbour lots of options from paying down debt, new acquisitions, buy backs etc etc....

Personally I think Harbour will become a company who delivers albeit not great at communication. Having said that how often do Shell and BP communicate...Hardly ever....Just crack on with business...

As there is a bit of excitement it might be a good time to resurrect the Friday Comp.
Please copy your guess in numerical order with the others
Competition closes 7.00am on Monday.... Winner can share their wisdom next Friday evening.....
Apologies in advance to a few miserable gits......

£4.25. NSS
£4.33 Ninnian
4.57 Spights

Yep,

If there is an invasion who knows what would happen.

It could go from a minor incursion to World War 3.

Like wise the impact on BP could be positive if oil goes up, to BP being hammered because of Rosneft to who knows what if it completely kicks off....

Worrying time indeed for us all..........

Ukraine issues...Almost certain to invade and soon....

Just something else in the news...."Chinese oil companies PetroChina and Sinopec both earned over $11,000 per second in revenue in 2021, the most of all the energy companies in the world."........WOW....

As there is a bit of excitement IT might be a good time to resurrect the Friday Comp.
Please copy your guess in numerical order with the others
Competition closes 7.00am on Monday.... Winner can share their wisdom next Friday evening.....
Apologies in advance to a few miserable gits......

£4.25. NSS

Hi Harry,

Do we own part of Jackdaw or one of the others being discussed ?

Interesting comments gents.

I think USA is much older and wiser now and wont want to go through the washing machine again. Last time a lot of them went bankrupt and their share holders now have a clear few focus on capitol returns. They also have to go through more hoops on the enviromental processes. lots of consolidation has also taken place.

On the plus side also so far Opec + have not even been able to produce its extra 400k per day which was agreed. Then finally you have very robust demand worldwide and a long term lack of investment world wide as oil and gas is now seen as old money and dirty by many....

Yes I'm sure USA production will rise but No I don't think they will do the turkey and Christmas impression.......

john4242,

I would have a look at the results. Shell are selling less oil and gas but its much more profitable. Some of the largest investment companies and pension holders in the world are heavily into Shell and our SP increase recently has been fantastic.

Climate changes does take away investors but we also spending billions per year on renewable energies so Im not sure that affects us much. Fully agree with the dividend comment but having said that it certainly wasnt the right time for a huge div increase...

Struggling to understand your negative comments if Im honest. What sort of companies do you think it is wise to invest at the moment.

Good luck...