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Shell plc (SHEL)

NYSE - NYSE Delayed Price. Currency in USD
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50.91+1.74 (+3.54%)
At close: 04:00PM EDT
50.95 +0.04 (+0.08%)
After hours: 07:58PM EDT
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  • R
    Retired
    My View on Why Shell Stock Price is currently some 25% below its high in 1997.

    1) Dividend cut by 2/3
    2) Sale of Upstream assets which would now be making major earnings and cash
    3) Sale of Refineries which, on an absolute basis, have the highest margins in history
    4) Spending 20+ billion on buy backs which return about 4% (dividend level)
    5) Investing in green before it returns even 10% (ROI)
    6) Failure to invest more in fossil fuels (development of internal assets)
    7) Failure to acquire additional fossil fuel companies (BG was fine but nothing since)
    8) Stated strategy not to invest in crude projects after 2025
    9) Stated Green objectives/strategy
    10) Total Shareholder Return (TSR) less than the dividends over the past 25 years
    11) Senior Management compensation targets (including failure to make TSR a major component)

    Just my view but probably missing additional causes.....

    Disclosure: I have been a loyal Shell stockholder for over 50 years and, unfortunately, much more heavily invested in SHEL than CVX or XOM - but now slowly converting SHEL investments to CVX and XOM.
  • R
    Retired
    Administration wants to reduce fuel prices by asking majors to produce more fossil fuels and refined products. Why would a sane company want to do that when the Administration says they will do everything possible to eliminate fossil fuels as soon as possible. The only way to achieve significantly more investment in fossil fuels is for the Administration to change course....and they are not going to do that (in my view). So, all the current talk is just for show....nothing much will change. Oh, I forgot....if the Administration causes a recession, crude prices will decline as will produce prices....but I am not sure that is the best way to achieve the desired outcome...
  • V
    Vo
    Totally disappointment
  • W
    Wim
    I like Shell, but used today’s rally to get out. Nice profit after buying near the low in October 2020. In the end, Shell is a very cyclical stock. Look at the long term price movement: it goes sideways, not up. It moves along with the oil price, which moves along with the global economy. With a recession on the horizon and oil prices declining because of that, it’s time to get out. Thank you Shell, we had a nice run. I’ll see you again when nobody wants you anymore…
    Bearish
  • D
    DeWalt
    Shell is super cheap compared with Exxon.
  • J
    JosephC
    Shell is trading at nearly book value.

    Market had it wrong.
  • J
    J.C.
    Got the 10% pull back I was hoping for. Time to get back in as Shell is one of the cheapest fossil fuel companies from an EPS and price to book perspective. The only thing keeping this stock down is where the corporate headquarters are domiciled and the unpredictability of leftwing socialist government leaders.
    Bullish
  • j
    john
    My $49.85 buy order got filled this AM while I was out playing Golf. Wish I would've sold some above $60. Have sell order in $56.19 and a buy order in $47.21 have a good afternoon all. John
  • R
    Retired
    Crude up currently 1.28 as I type this and all of my energy investments are currently down....hard to justify investor sentiment as being consistent....and the large funds control the majority of the market
  • w
    whodat!
    Come on Joe. You can fix this. Right?
  • J
    Joey
    Please take a look at ticker ILUS as well - ILUS International: Drones, EVs, UAVs and patented firefighting technology. ILUS is profitable in their first year and uplisting. They have completed 8 acquisitions in tbe last 16 months. One of the more notable is that of Vira Drones with a billion dollar valuation. ILUS has also recently acquired Wikisoft, ticker WSFT. Please see Yahoo Finance for more details and news. ILUS is worth a look.
    Bullish
  • B
    Bob
    Nothing like losing $10+/share in a week to make you want to get to the polling booth ASAP. This was all so unnessary.
  • S
    Shazam!
    If the US restricts exports of fuel then the supply of these products in Europe is likely to tighten. If that happens would Shell step up production to help the European markets?
  • S
    Stefan
    Any suggestions on the share price if the war in Ukraine should end? As well on long term as short term??
  • R
    RDSMAN
    Bought back in by 30% today ...
  • Z
    ZOR
    Headed for $45.
    Bearish
  • J
    J.C.
    Shell's current stock price is the same as it was in June 2000. 22 years later, and all the long term shareholders have to show for their investment are the meager dividend yields compared to the massive appreciation in the Nasdaq, Dow, and S&P indexes. Yet when the fossil fuel companies FINALLY start earning strong ROI for their investors.......the leftwing extremists impose windfall taxes which will only reduce the amount of money that fossil fuel companies will have available to invest in future E&P. If you're young and not a socialist you have no heart. If you're old and still a leftwing progressive socialist.....you have no brain. Higher taxes, higher crime rates, exploding deficits and debt, open borders, defunding of police, refusal to prosecute select crimes, demonizing fossil fuel companies, embracing various perversions, genders being fluid, etc etc The modern day leftwing extremists and their cohorts in the news media, social media, big tech, hollywood, and now many C suites are in control and destroying western civilization.
  • w
    whodat!
    Closing in on 50 by the weekend. Selling continues. If you haven’t sold yet. Don’t!. Reaching for the bottom.
  • V
    Vo
    Joe + Powell thanks for this
  • R
    Retired
    Alternative to Buy Backs

    In the news, Tullow Oil Co. just purchased Capricorn Energy for $0.8 billion. Capricorn production in 2021 was about 36,000 B/D.

    Let's see....if my back-of-the-envelop math is correct, would not the 20 billion spent on buy backs theoretically purchase nearly 900,000 B/D of production (even at today's high prices). That is about 1/4 of Shell's current production.

    So, what would have been a better use of 20 billion of shareholder's cash...purchasing shares (for a 4% annual return) or increasing production by 25% (0.9 million B/D x $120/B).

    Either my math is incorrect or would not shareholders have been better off using the 20 billion for acquisitions.

    Just a thought....
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