Royal Dutch Shell - Back to the Future (Seite 109)

[Poolnudel]

@Startrader01,
ich bin auch mit 919,45€ dabei.
Der Einzeiler von Flatax ist schon Klasse.
Bei der A hat man erst 0,5 % eingezogen und dann wieder gut geschrieben.
Ich habe erst mal Berufung eingereicht.
Ich warte auch noch auf einen Tip aus dem Forum.

[Startrader01]

Gebühren für Reklassifizierung

Hallo Forum,

ich bin bei Flatex und die haben mir wegen "Stamp Duty Reklassifizierung GB00B03MM408 in GB00BP6MXD84" über 700 Euro!!! an Gebühren berechnet.

Hatte die Shell B Aktie und jetzt haben die die ja zusammen gefasst. Hat hier jemand ähnliche Erfahrungen und ist das überhaupt rechtens? Ich bin aus allen Wolken gefallen.

Gruß

Stratrader

[mp2019]

NEW YORK (dpa-AFX Analyser) - Die US-Investmentbank Goldman Sachs hat die Einstufung für Shell nach einem Zwischenbericht zum ersten Quartal auf "Buy" mit einem Kursziel von 37 Euro belassen. Analyst Michele della Vigna passte in einer am Freitag vorliegenden Studie seine Schätzungen an die Aussagen des Ölkonzerns an. Die Änderungen seien aber nicht bedeutend genug, um Änderungen an seiner Einschätzung oder dem Kursziel vorzunehmen./tih/edh Veröffentlichung der Original-Studie: 07.04.2022 / 16:56 / BST Erstmalige Weitergabe der Original-Studie: Datum in Studie nicht angegeben / Uhrzeit in Studie nicht angegeben / Zeitzone in Studie nicht angegeben
Hinweis: Informationen zur Offenlegungspflicht bei Interessenkonflikten im Sinne von § 85 Abs. 1 WpHG, Art. 20 VO (EU) 596/2014 für das genannte Analysten-Haus finden Sie unter http://web.dpa-afx.de/offenlegungspflicht/offenlegungs_pflic…

ATH

[Oginvest]

Shell in race for $1.1 billion Spanish green energy projects

MADRID, April 8 (Reuters) - Oil major Shell and utilities Naturgy (NTGY.MC) and Verbund (VERB.VI) are preparing binding bids to buy renewable energy assets in Spain valued at about 1 billion euros ($1.1 billion), three sources close to the matter told Reuters.

Spanish fund manager Q-Energy is selling the portfolio, taking advantage of strong appetite among European energy companies feeling increasing pressure from investors and governments to tackle climate change.

Competition for market share is intensifying as oil and gas companies set ambitious green targets, jostling with utilities and existing renewables businesses to lead the energy transition.

Binding bids are due by the end of April, the sources said.

Shell, Naturgy and Q-Energy declined to comment. Verbund did not immediately respond to a request for comment.

Mainly consisting of solar projects, the assets up for sale are scattered from near Guadalajara in central Spain down to the sunny southern coastal region of Andalucia, one of the sources said.

The winning bidder is also likely to take on a team of about 25 people to develop the assets, the sources said.

Shell has made a number of solar acquisitions and this year won licences with Iberdrola's (IBE.MC) Scottish Power to develop wind farms in the British North Sea.

Naturgy changed its name from Gas Natural in 2018 and has since set out a plan to focus on renewable energy and distribution grids. Verbund generated 90% of its electricity from renewable sources last year and has said it is looking for opportunities to increase its investment in the sector.

The portfolio being sold includes about 75 megawatts (MW) of solar capacity covered by an old subsidy regime that guarantees core earnings of roughly 60 million euros a year, one of the sources said.

It also includes development projects that will have capacity to generate about 3.6 gigawatts (GW) of electricity once construction is completed, the sources said. More than half of this has grid connection permits already.

One gigawatt of power is roughly equivalent to the average production of a nuclear power plant.

($1 = 0.9202 euros)
https://www.reuters.com/business/sustainable-business/shell-…

[KMST]

Heute hakelt es aber ordentlich paar hochstufungen der analysten. Buy, overweight, outperform. von allem was dabei

[Oginvest]

Shell blames oil, gas margin calls for billions in cash outflows

LONDON, April 7 (Reuters) - Shell said on Thursday it diverted $7 billion of its cash flows partly to cover hefty oil and gas margin calls, becoming the first company to publicly acknowledge the pressure commodities traders have faced in 2022 from extreme price rises and volatility.

Shell, together with other majors, utility companies, trading houses and banks, signed a letter in March urging governments and financial institutions such as central banks to set up an emergency liquidity mechanism to help energy markets cope with the extreme volatility caused by Russia's invasion of Ukraine. read more

"Price increases impacting inventory have led to a cash outflow of around $7 billion. Reflecting the unprecedented volatility in commodity prices ... material additional movements could be seen in (operating cashflow) from margining effects on derivatives, changes in inventory volumes and in accounts payable and receivable," the company said in an update ahead of its May 5 earnings release.

In a research note, Royal Bank of Canada assumed about $3 billion of the figure cited by Shell was due to margining impacts while it estimated the oil company's net income in the first quarter to be $8.7 billion to $9.1 billion and overall cash flow to be between $16 billion and $17 billion.

....

https://www.reuters.com/business/energy/shell-blames-oil-gas…

[KMST]

Shell flags improved refining results in Q1, notes working capital outflows

Shell (NYSE:SHEL) put out a press release previewing Q1 earnings Thursday, and detailing key volume and margin impacts for the quarter. Unlike the Q4 preview, Thursday's release struck a relatively upbeat tone:

Trading - LNG trading is "expected to be higher compared to the fourth quarter," after the fourth quarter was "expected to be significantly higher" than Q3 results; meanwhile, oil trading is "expected to be significantly higher than Q4 results."
Refining margin - the Company said refining margins came in at $10.2/b during Q1, further noting that 2021 margins averaged $4.8/b, with Q4 at $6.6/b.
Production - Shell (SHEL) will be changing segment accounting in 2022, making segment-level production difficult; however, consolidated production will be ~2,860mboe/d, broadly in-line with guidance provided alongside Q4 results.
Cash flow - management said the impact of increasing prices on inventory led to a working capital cash outflow of $7.0b, they also noted that quarter-end prices could impact hedging outflows.
Chemicals - chemicals profits are expected to be flat sequentially, after the company posted historically weak Q4 chemicals results.

Shell (SHEL) has not been shy about flagging bad news in quarter-end press releases. Although the chemicals and working capital updates are perhaps worse than expected, the positive trading and refining news should be well received. Particularly following the Exxon (XOM) 8K, which pointed to falling downstream earnings in Q1.

[Danio84]

Es gibt eine 4% ige Dividendenerhöhung. Dies wurde bereits mehrfach letztes Jahr von Shell kommuniziert.

[moneymakerzzz]

Antwort auf Beitrag Nr.: 71.305.743 von trick17-2 am 07.04.22 13:51:04

Abschreibung höher als gedacht

Also ich meine wir hatten das mal auf 3 Mrd. oder sogar weniger Taxiert - da ist die höhe schon eine Überraschung. Auch was man sonst so sagt bzgl. Cashflow spricht dann wohl eher dafür, dass wir keine starken Q1-Zahlen bekommen und wohl auch keine Ausweitung ARP/Divierhöhung. Naja, kommt es haltl im Q2

[trick17-2]

Abschreibungen

Wenn ich das Drama um Abschreibungen lese, muss ich immer lachen.
Wird ein riesen Drama draus gemacht. Oh oh Abschreibungen, oh,oh, dann wird der Gewinn ja belastet.
Ich schaue mir den cash flow an. Abschreibungen sind für mich non events.
Der Verlust der russischen Aktivitäten ist natürlich lich relevant, weil die Assets gut waren und auch ordentlich cashflow generiert haben. Das wiegt schwer und schmerzt, aber ist völlig unabhängig davon mit welchen Wert die Assets in den Büchern stehen.

trick17