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Did Shell previously leave Somalia? I didn't realize that.
Shell back to Somalia
From the KIMJF board (KIMJF has the adjoining block) and likely would like to strike a deal given Shells Somalia blocks are all offshore.
http://www.intelligencebriefs.com/shell-plc-return-to-somalia-oil-exploration-business/
Shell committed to Russia expansion despite sanctions
Royal Dutch Shell is committed to expansion in Russia, Chief Executive Ben van Beurden told Russian President Vladimir Putin at a meeting on Friday amid sanctions imposed on the country after its annexation of Ukraine's Crimea region.
DETAILS
Shell commits to Sakhalin-2 LNG expansion despite contentious project history:
#msg-100800872
Shell back to Somalia?
Press is saying Shell and BP headed back to their pre 1991 Somalia blocks in Somalia.
This NI 51-101 on the ACA Block (Amsas & KIMJF) surrounded by two Shell Pecten Blocks shows very promising oil and gas.
http://kcap.biz/dl/712362-Kilimanjaro_Somalia_51101.pdf
I really like the moves the new ceo of Shell is making. I still feel this company is undervalued imo. I enjoy the dividends this company rewards its shareholders with. I think soon we shall see a increase from .90 cents quarterly dividend.
Shell Investor Day webcast slides and transcript from 3/13/14:
#msg-99298112
Informative video on Big Oil poses questions for Shell business model:
#msg-97715680
Shell continues non-core divestitures, selling Australian downstream assets for $2.6B:
http://www.nytimes.com/2014/02/22/business/international/shell-to-sell-refinery-and-gas-stations-in-australia.html
RDS-A and RDS-B made a new 12-month highs today.
Shell boosts dividend and adds independent directors: #msg-96589834.
Shell throws in the towel on Arctic drilling in 2014 (and probably ever):
#msg-96559166.
Shell sells Wheatstone-LNG stake for $1.1B in cash; hints at shelving Arrow LNG project in Queensland:
#msg-96136606
Musings on Shell’s pre-announced 4Q13 earnings miss:
#msg-96114444
Wish I had a short on this, stock is going to get pounded come next week.
Royal Dutch Shell released a dreadful profit warning today. Fourth quarter earnings are expected to come in at $2.2 billion, down from $7.3 billion a year ago. Full year earnings will be down almost 40% to $16.8 billion. Upstream earnings were off 45% year-over-year, while downstream refining earnings plunged 58%. Topping it off, in the past year Shell’s oil and gas volumes have slumped roughly 13% to 2.9 million barrels of oil (and natural gas equivalents) per day.
http://www.forbes.com/sites/christopherhelman/2014/01/17/what-the-hell-shell-oil-giant-warns-on-disastrous-quarter/
Putnam fund manager likes Shell: #msg-95888775.
Shell closes acquisition of Repsol’s LNG assets: #msg-95520038.
Shell is still considering building a petrochemical plant in western Pennsylvania to exploit cheap gas from the Marcellus and Utica shales:
#msg-95343320
The economics for such a plant are much less daunting than those for the kind of GTL facility Shell considered and rejected in Louisiana (#msg-94696485).
RDS-A/B +3% today (a big move for such non-volatile stocks) on upgrade by a European analyst who says investors aren’t fully recognizing Shell’s cash-flow potential. No kidding!
Shell is no-go on US-based GTL plant:
http://finance.yahoo.com/news/shell-pulls-gas-liquids-project-181452403.html
Looks like Shell is planning to retry drilling in the Chukchi Sea next July:
http://finance.yahoo.com/news/transoceans-alaska-rig-contract-shell-230711494.html
Shell director bought 2,000 RDS-A shares today on the open market at €24.75, which equates to $66.86 per class “A” ADR (one ADR = 2 ordinary shares):
http://www.sec.gov/Archives/edgar/data/1306965/000130901413000733/htm_8090.htm
Shell makes a big move in Brazil: #msg-93228814.
Royal Dutch Shell plc: Buyback of Own Shares
LONDON, September 18, 2013 /PRNewswire/ --
Royal Dutch Shell plc (NYSE: RDS.A) (NYSE: RDS.B) announces that on 18 September, 2013 it purchased for cancellation 969,000 "B" Shares at a price of 2158.12 pence per share.
Following the cancellation of these shares, the remaining number of "A" Shares of Royal Dutch Shell plc will be 3,821,611,712 and the remaining number of "B" Shares of Royal Dutch Shell plc will be 2,504,071,948
Royal Dutch Shell - Buyback of Own Shares
LONDON, September 17, 2013 /PRNewswire/ --
Royal Dutch Shell plc (NYSE: RDS.A) (NYSE: RDS.B) announces that on 17 September, 2013 it purchased for cancellation 585,869 "B" Shares at a price of 2156.85 pence per share.
Following the cancellation of these shares, the remaining number of "A" Shares of Royal Dutch Shell plc will be 3,821,611,712 and the remaining number of "B" Shares of Royal Dutch Shell plc will be 2,505,040,948.
Enquiries
Shell Media Relations
International, UK, European Press: +44(0)207-934-5550
Shell Investor Relations
Europe: +31-70-377-3996
Royal Dutch Shell plc: Buyback of Own Shares
LONDON, September 16, 2013 /PRNewswire/ --
Royal Dutch Shell plc (NYSE:RDS.A) (NYSE:RDS.B) announces that on 16 September, 2013 it purchased for cancellation 760,000 "B" Shares at a price of 2173.55 pence per share.
Following the cancellation of these shares, the remaining number of "A" Shares of Royal Dutch Shell plc will be 3,821,611,712 and the remaining number of "B" Shares of Royal Dutch Shell plc will be 2,505,626,817
Enquiries
Shell Media Relations
International, UK, European Press: +44(0)207-934-5550
Shell Investor Relations
Europe: +31-70-377-3996
Shell's Daily Buy-Back Program continues....
http://money.msn.com/business-news/article.aspx?feed=PR&date=20130913&id=16898053
Agreed, the market i'm assuming does not think Shell will meet it's long term financial goals set of increasing cash flow by what was the number 40 billion by 2015? I guess that's the reason this has a P/E ration of around 8. I'm long this stock too, I have B shares my cost average is 65.45. I really think though this stock should be at least 75, IMO.
True; same arithmetic can apply if one pays AMT tax.
New CEO will continue the long-term program of Voser regime with few, if any, changes, IMO.
The Dividend could technically be higher on the B shares if you end up paying the foreign tax on the A shares if you have it in a IRA account.
Its amazing how Shell continues to trade at a discount like this, even to its peers its undervalued with the exception of maybe BP and STO. What do you think of the new ceo coming on board for Shell?
I added some shares on today's 5% drop. The quarterly results were bad but not that bad, and the valuation is dirt cheap.
More color on Shell’s CEO succession (NYT):
http://www.nytimes.com/2013/07/10/business/global/shell-picks-new-chief-executive.html
Shell’s new CEO (effective 1/1/14) is Ben van Beurden, the current head of downstream operations:
http://online.wsj.com/article/SB10001424127887324507404578594880382971200.html
van Beurden is 55 and has been with Shell for 30 years.
Shell building new Nigerian pipeline to bypass high-theft area:
#msg-89278049
10:32 AM Royal Dutch Shell (RDS.A +0.3%) signs a letter of intent with Guanghui Energy to build a liquefied natural gas import terminal in east China. The Chinese company aims to build a 600K metric tons/year storage and transit plant, then a 1.5M tons/year LNG import facility under a second phase and a 3.5M tons/year import terminal in a third stage
Shell approves investment in Stones ultra-deepwater GoM project:
http://finance.yahoo.com/news/shell-moves-forward-gulf-mexico-133000001.html
both pay on the 27th of June, same record dates, etc. 2:58 PM Royal Dutch Shell (RDS.B) declares $0.90/share quarterly dividend, 4.6% increase from prior dividend of $0.86. Forward yield 5.11%. For shareholders of record May 17. Payable June 27. Ex-div date May 15
Shell’s (very detailed) PR on 1Q13 results:
http://finance.yahoo.com/news/royal-dutch-shell-plc-1st-071800306.html
Shell increases annual dividend by 5% to $3.60 per ADR:
http://finance.yahoo.com/news/royal-dutch-shell-plc-first-060600944.html
The new payout rate at the current share prices represents a yield of 5.3% for RDS-A and 5.2% for RDS-B.
(Note: One ADR is equivalent to 2 ordinary shares.)
CEO, Peter Voser will retire in 1H14; 1Q13 results ok:
#msg-87481837
Voser’s retirement does not change Shell’s LT (2017-2018) goals set forth in #msg-84459871.
I agree, I know there is some near term negatives it seems on Shell. However longterm this stock is clearly a winner, I don't plan on selling for decades, does anyone think they may increase the dividend in May? I think last year they did at this time they gave a 2 cent increase if I am not mistaken. By the way I am still long TEVA as well.
Thanks, I think we got a great stock here, and yeah I see everyday the company is buying back B Shares. Best of luck to us all.
welcome nwo. just in time- buyback of shares there http://seekingalpha.com/news-article/6296251-royal-dutch-shell-plc-buyback-of-own-shares
WSJ on the incessant delays of the Kashagan Caspian Sea project:
#msg-87049702
Welcome aboard. I think you’ll do fine with Shell if your investment horizon is measured in years rather than months, weeks, or days.
I’ve posted extensively about Shell on #board-15427. Regards, Dew
Just bought in this stock RDS.B at 66.05 on Friday, a great solid company with a superior dividend thats covered quite nicely. Market is beating down this stock WAY to much.
7:57 AM Royal Dutch Shell (RDS.A, RDS.B) says it plans to sell its only oil refinery in Australia, or it could convert the 120K bbl/day refinery to a fuel-import terminal if it can't find a buyer. The Geelong plant, near Melbourne, supplies about half of Victoria state's fuel. Australia's refineries are grappling with competition from newer Asian facilities, higher global oil prices, and rising labor and financing costs.
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