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Royal Dutch Shell plc (RDSB.L)

LSE - LSE Delayed price. Currency in GBp
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1,421.80+21.60 (+1.54%)
At close: 4:45PM BST
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  • C
    Christophe Capeau
    "Royal Dutch Shell was named by JPMorgan Cazenove as its top pick in the oil sector, as the broker flagged its cash-generation potential.

    The analysts said selling Shell’s Permian Basin assets could fetch at least $10 billion and help not just its decarbonization push but also give balance sheet and capital allocation headroom. At $60 a barrel, net debt could fall below $40 billion by the end of 2022, the analysts said, and that Shell could return a cumulative 18% of its market cap to investors in stock buybacks and dividends between 2021 and 2023."
  • M
    Muj
    With the FCF Shell is going to make this quarter, they can buy an entire solar/wind company of the big overvalued names out there. Their free cash flow could be more or close to xom & cvx (combined).
    Can’t wait for July, the 29th.
  • R
    Rawhide
    Shell needs to decide if it wants to be a woke company or return to generating profits for its shareholders.

    If it wants to return to competing for profit in the capitalist economy, Shell needs to move its headquarters to a less socially restrictive part of the world, such as Texas. Then Shell needs to completely clean out and replace its executive management team.

    Or, stay woke and go broke.
  • R
    RDSMAN
    Shell is selling the oil especially the heavy oil assets but not the natural gas ... yes Shell has been producing more gas than liquid/solid. Pure so-called green energy (solar/wind/vegetable) won't be enough for human activities and natural gas will make up the huge gap for that.
  • G
    Garrett
    Brent crude is up 75% over the past year. RDS-B is up 16%.
  • R
    Rich
    At these oil and gas prices: Shell should easily be $60
  • S
    Sander
    I'm fairly certain that in two years time, I will be sorry that I did not buy more shares in this price range
  • Z
    ZOR
    I bought another 1000 shares yesterday. Bargain price. Let's see what happens Monday.
  • R
    Rich
    At $70 oil and over $3 Natgas; this is a cash machine! But Wait; stocks that make money DONT MATTER today! Because Free money may end in a couple years! WOW
  • N
    NickJ
    XOM - Market Cap - $ 262 B & Last quarter profit - $ 2.6 Billion; Annualized yield - 4.1%
    RDS - Market Cap - $ 152 B & Last quarter profit - $ 5.7 Billion; Annualized earnings yield - 14.8%
  • R
    RDSMAN
    Dividend dollars come to buy more shares - price should go up tomorrow ...
  • C
    ClimateChange
    It looks a lot like 2004 in the markets, Morgan Stanley says. What happens next.

    Growth and inflation both moved higher in 2004 and the “market tone changed” as the economy recovered, Sheets said. Energy, utilities, industrials and staples were the best performing sectors globally, while communication services, healthcare, materials and technology were the worst.

    “In short, 2004 represents a more mid-cycle market after a strong, early-cycle rally. It saw similar valuations.” Sheets said. “And what happened next is similar to some key Morgan Stanley forecasts — a pause in equities within an ongoing bull market, lower default rates but slightly wider spreads, modest USD strength and more mixed equity leadership.”
  • T
    Thelostclock
    I don't understand what some of these people are saying. RDS is mainly LNG play. Even if account permean sale, their production is about about 3.5 million bpd and you are shedding ~250,000 bpd that is like ~7% production cut. At the same time you get 10 billion dollars cash to cut down their debt. I don't like the news, but hardly it is like the worst news you can get. I am just frustrated with the fact that the management is taking so many sales at inappropriate price imo.
  • J
    Jorje
    Shell selling their Permian assets would be a huge win for investors. They bought the land for under $2 billion - now they're likely selling for over $10 billion. Are we also forgetting that shale requires significant CAPEX to maintain production? Less CAPEX on drilling = greater FCF returns for shareholders. Hope they go through with the sale!
  • d
    douglas
    RDS should do very well this quarter. Besides oil being above $70 has anyone noticed the natural gas price. We’ll over $3. When that happened they are printing cash.
  • I
    Ivan
    Dividend is 3.7%, people still treating this as a growth stock.Chill and accumulate for the divvy, no rush for capital gain.
  • J
    JWM
    Lol the option sellers managed to collect all money for those call options expire unexercised at the price above $37.50. Perhaps these options sellers are buying stocks at a fixed price below $37.50 from other institutions and give these shares back. LOL!
  • M
    Mr Clean
    So i think XOM is far better then RDS/A but i couldn’t help not to pick up 50 call contracts strike $37.50 Aug/20 at $3.06 premium, i figure i’ll at least break even at $40.56 since the expiration comes weeks after earnings and i don’t expect to hold that long anyways, may even exercise 20 contracts if i don’t sell before earnings and i hear something i like
  • C
    ClimateChange
    Shell (RDS.A) Makes Advances to Develop E-Cracker Technology
  • N
    Noto
    Good question. I'd like to know how many posters have worked in the energy sector, at what level, and for how long.