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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.
that is true, all the more excuse to not irk the muslims and shed the Israeli connection
Shell was thinking about divesting Woodside anyhow.
12:37 PM The move by Australia's Woodside Petroleum to acquire a controlling stake in Israel's biggest natural gas field has presented its minority owner Royal Dutch Shell (RDS.A) with a potential political challenge keeping its Arabic partners on its side. Analysts say Shell may look offload its 23% interest in Woodside, valued at ~$7B; a sale also could provide much-needed capital for Shell’s big Australian development projects.
Webcast slides from 11/15/12 Investor Day on LNG (better late then never :- )):
http://www.shell.com/global/aboutshell/investor/news-and-library/archived-presentations/2012-presentations/asia-pac-roundtable-presentation-15112012.html#textwithimage_6
The webcast itself is long (1.75 hours) but is worth a listen, particularly for Shell shareholders; it covers several pertinent issues affecting the LNG market today in the next two decades. (Podcast: http://cache.cantos.com/mp3/she3-0001/management_day_2012_full_version.mp3 .)
Shell throws in the towel on 2013 Arctic drilling: #msg-85093540.
Shell's PR on long-term outlook: #msg-84459871.
9:44 AM Royal Dutch Shell (RDS.A) says it will increase capacity at its Singapore petrochemical plant to meet rising Asian demand for specialized materials used in the automotive and furniture industries. The upgrade will increase the plant's capacity to produce polyols - industrial chemicals used to make high-quality foams - by more than 100K metric tons/year to 360K.
LOL. Author is just a regular private investor trying to make a name for himself, I guess. Gee, who would have thought one should think of Shell as a LT holding, ignore last quarter's O&G low prices cutting into their profit margins, with all they have going on. At least the guy didn't say short it.
A reasonable discussion of Shell’s quarter—and investors’ response—from SA (of all places):
http://seekingalpha.com/article/1150771-shell-management-believes-they-delivered-results-wall-street-doesn-t
The basic idea, expressed in a verbose manner, is that Shell is a good LT holding and one shouldn't pay undue attention to individual quarters.
thanks, Seeking Alpha I believe gave a transcript of it too. We sure took a little fall today and recovered.
3:16 AM Shell (RDS.A): Q4 net profit +13% to $7.29B; adjusted profit +15.2% to $5.58B vs consensus of $6.16B. EPS $1.06 vs $1.04 last year. Revenues +2.1% to $118.05B. Oil and gas output +3% to 3.41M barrels of oil equivalent per day, in line. Forecasts 2013 capex of $33B despite "headwinds" and an "uncertain" economic outlook in some of markets. Ups Q4 dividend to $0.43/share and Q1 payout to $0.45.
As long as they don't bid for any assets in Argentina or Ecuador, it's ok by me :- )
p.s. HES action past 2 days is exciting.
7:58 AM Shell (RDS.A) is going into liquefied natural gas in a big way, and reports say it is likely to snap up Repsol's (REPYY.PK) assets in Peru, Canada and Trinidad and Tobago. Repsol has said it wants to sell assets in Canada where it controls 75% of the Canaport LNG terminal, its 20% stake and sole off-taker position in the 4.4M metric tons/year Peru LNG, and its holding in Trinidad and Tobago’s Atlantic LNG
good to know. wasn't aware someone actually was authorized already.
More on LNG-export story: #msg-83911634.
And it looks like Shell will build U.S. LNG plant this year:
4:32 PM Shell (RDS.A, RDS.B) CEO Peter Voser says he hopes the U.S. will restrain exports of liquefied natural gas at ~50M metric tons/year, at least initially, to better help the country re-industrialize. Shell may look to build a liquefaction facility in the U.S., and "the next 12 months on this are quite crucial," Voser says
More on the same story: #msg-83827917.
12:29 PM Ukraine will take a first big step away from dependency on Russian gas supplies today when it seals a $10B shale gas deal with Royal Dutch Shell (RDS.A, RDS.B) to be signed at Davos, Reuters reports. Ukraine is said to have Europe's third-largest shale gas reserves at 42T cu. ft.
6:54 PM Motiva Enterprises, the JV between Royal Dutch Shell (RDS.A) and Saudi Arabian Oil, reportedly has restarted the expansion segment of its Port Arthur, Tex., refinery after months of setbacks. The refinery will run the segment at 200K-225K bbl/day for three to four weeks before ramping up to its full capacity of 325K. The companies spent $10B to expand the refinery to 600K bbl/day, making it the largest refinery in the U.S.
8:46 AM Royal Dutch Shell (RDS.A, RDS.B), a major supplier of lubricants in China, opens the company's largest grease plant in China. The plant, based in Zhuhai, can produce 30K metric tons of grease a year, and can be expanded to 40K. Shell now has 18 grease plants worldwide, including 10 in Asia.
Shell’s woes in the Arctic could lead to another drilling moratorium, consultants say:
#msg-83592704
6:45 PM, Jan 07. Royal Dutch Shell (RDS.A, RDS.B) and Statoil (STO) are racing to build the world's first subsea gas compression unit, a key building block in a drive to make platform-free offshore production a reality within a decade. If the technology succeeds, Arctic developments could be the main beneficiaries and could mitigate some of the concern over drilling in harsh environments
8:08 AM Shell's (RDS.A) attempts to drill in the Arctic have suffered blow after one of its two Alaska drilling rigs, the Kulluk, last night ran aground on rocks off the southeast side of Sitkalidak Island in the Gulf of Alaska while trying to avoid the worst of a severe storm.
(For archival purposes)—Shell’s 3Q12 PR and webcast slides…
Press release:
http://www.shell.com/home/content/investor/financial_information/quarterlyresults/2012/q3/
Webcast slides (14 pages):
http://www.shell.com/home/content/investor/news_and_library/2012_presentations/q3_2012_presentations_01112012.html#subtitle_4
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