Its not very strange this RDS-sentiment. Big drop in oil prices leads to an underperforming RDS. If it will recover (but tháts the question) Shell will make its price loss good in short time.
RDS is for Dutch investors the last hope sometimes because of the stable dividends. But nothing is guaranteerd.
I only invest with derivatives on it.
Today Dutch Index recovers strong but Shell lags again. Just +0.5% higher.
Its the oil price and whats coming on with Shell resutls next quarters.
I think AT THE MOMENT big investors thinking short till Shell will come with results next quarter.
i dont know if that is the reason for the backing the gain. With a BO the stockprice would drop and in case of a merger i dont know if it was positive on short term.
Shell cannot pay a byyout in my opinion. Loaded with debt even i heard they pay the dividend on loan basis.
And remember: European companies are not the same as US-companies. In Europe we fell in love with the Wall Street indexperformances (but also wonder how!).
RDS is not the same as XOM en CVX. European stocks focus on dividend not in stockperformance. I expect RDS will not come over 32.00 euro. It was 31.00 euro in last summer. At the moment: 27.35. Dissapoint again and again!
Always Cannaccord lowered today TP for RDS. I am from Holland so apologize for my not so good English. Because of oilprice drop this is all about. Shell stays on Dutch stockindex best/biggest stock to have. But it underperforms signifantly to the index since Sep (+4,-10%).
I hate this kind of #$%$. Why can personal investors buying stocks if they dont have inside information which those banks have?
The stock market is an unfair casino.
this is a non-cash item but, however, it ís a loss. A big loss. And they paid earlier for this assets the price they now impair on it.
i dont know. If i look the earnings the company has done good/great efforts in costcutting but it is maybe not enhough to turn the future perspective drastically.
if earnings are received positive stock tomorrow will go back to $9,50.
If its bad 10% lower.
Al the iron ore companies are in bad weather. For example Arcelor Mittal.
I wonder when this former big market cap will revive and CLF as well.
Read negative article on S.A. about the stock potential and there trials. The author called their drugs caght sirup. Very negative.
This stock i knew when i was in 5 years ago when the price was about $3,00-$4,00 for 1 year.
The stock price now has been risen year by year now and for me a positve sign.
whats the biggest threat for this company?
yes. you are right. I am from Holland and expect that ING will be outperform the dutch stock index (AEX) in 2015.
the problems with most companies in difficulties they change the strategy too late.
And also with CLF they make the met decisions too late in my opinion.
They had to anticipate earlier and the result is a company who's coming in danger.
I will look tomorrow to the stock and i support the long stock holders here of course!
No one needs a company to get BK and you have to think always long.
I read on Ductch press. Instead of May 2015.
I read on Ductch press.
i am Dutchman and what i know is that first have to pay back the final tranche of government support before reinstate the dividend.
I have a good feeling about this stock. It can be the outperformer in my opinion on the AEX-index in 2015.
too much problems i read about the company. High operating costs, big amount of debt which maturize in not so long term. Uncertainty in iron ore prices in the short term future. Do they recover or keep they so low?
CLF is acting in a very competitive market which only the big can survives in my opinion.
And cutting the dividend is always negative for a stock however i understand the shortterm advance for CF.
I will see what monday happens and then maybe re-evaluate my opinion and go long.
I was in it but decided yesterday to sell.
Monday climax? 20% drop or more.