Shell

Stock

ISIN: GB00BP6MXD84

Ticker: SHEL

GB00BP6MXD84

SHEL

Price

Discussion about SHEL

Posts

252

Money_is_everything

@Money_is_everything

3Wk·

Have fun

$SHEL (+2.32%)

Börse_nach_Bauchgefühl

@Boerse_nach_Bauchgefuehl

1Mon·

Sale of Shell

18.09

Shell

Sold x79.96 at €41.00

€3,277.83

39.31%

mr_mezzanotte

@mr_mezzanotte

1Mon·

2 year review

What do you think of my portfolio performance for the last 2 years?

$KO (-2.47%)
$VWRL (-0.17%)
$VUSA (-0.18%)
$VEUR (-0.51%)
$VOW (-0.94%)
$ENI (+4.74%)
$BAYN (-0.25%)
$INTC (+2.73%)
$SAN (-0.21%)
$FCT (-0.91%)
$SL (+0.03%)
$ISP (+0.06%)
$SHEL (+2.32%)
$LDO (-0.01%)
$QBTS (+0.97%)

21Positions

19.25%

1 Comment

Filippo@filo

4Wk

very patriotic and fairly balanced

•

Techaktien

@Techaktien

1Mon·

Diversity belongs in the portfolio!

$SHEL (+2.32%)

$RHM (+0.13%)

$NESN (-1.68%)
#memes
#meme
#humor
#lustig
#witzig

Kini - Dividend Strategy

@investron

1Mon·

16 European companies are paying dividends in September. My algorithm only identifies 4 as "OPTIMAL."

Morningstar published its list, and 14 of the 16 companies are British. I ran the 13 I’ve already analyzed through my tool:

🟢 EXCELLENT (4)

• $NWG (-0.85%) NatWest - 5.06%, P/E ratio 8.68x, quality 75/100

• $RKT (-0.41%) Reckitt - 4.16%, P/E ratio 11.6x

• $HSBA (-0.73%) HSBC - 3.70%, P/E ratio 10.36x

• $LLOY (-0.19%) Lloyds - 3.58%, P/E ratio 15.6x

🟣 WATCH (3)

• Relx, AstraZeneca, and Unilever ($REL (-0.58%) , $AZN (-0.21%) , $ULVR (-0.5%) ). Quality businesses, but valuations no longer offer room to run

🟠 CAUTION (4)

• BP (4.87%), Shell (3.39%), Rio Tinto (4.52%), and Barclays ($BP. (+2.73%)
$SHEL (+2.32%) , $RIO (-0.27%) , $BARC (-0.77%) ). High returns that mask cyclicality. The 78% marginal tax rate on oil in the UK doesn’t help

🔴 LOW THRESHOLD (2)

• Rolls-Royce $RR. (-6.5%) : It’s on Morningstar’s list, but pays 0.39%. Quality 35, Opportunity 5

• Glencore $GLEN (+0.08%) : Quality 10/100. A high yield can also mask a declining business

Pascal W.

@pwasbeer

2Mon·

My Maximum Purchase Prices for Dividend-Growth Stocks

I invest with a focus on dividend growth, quality, and attractive valuations. That’s why I set a maximum purchase price for each position based on dividend yield, growth expectations, and my own Margin of Safety (MOS).

I use this overview as a guide to keep emotions out of my buying decisions and to wait patiently for opportunities.

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$MO (-1.63%)
$ADC (+0.84%)
$MAIN (-1.16%)
$O (+0%)
$TDIV (-0.12%)
$VPK (+3.71%)
$SHEL (+2.32%)
$AD (+1.04%)
$DTE (-3.73%)
$WHA (-0.8%)
$EOAN (+0.57%)

Martim Fonseca

@martimmfonseca

2Mon·

Record profits

🛢️💰 Exxon, Chevron, BP, Shell, and TotalEnergies posted a combined $48B in Q2 profit and nearly $90B in cash generation, an all-time high, fueled by elevated oil prices from U.S.-Iran tensions.

$XOM (+2.77%)
$CVX (+2.97%)
$BP. (+2.73%)
$SHEL (+2.32%)
$TTE (+2.47%)

#Oil
#Earnings
#Energy

BeleggenMetDaan

@BeleggenMetDaan

2Mon·

Shell versus VAR energi versus Equinor

$SHEL (+2.32%) came in good

Fund score is at good spot

margin and roic can be better

$VAR (+5.84%) is better placed from what i see

But lot more volatility (safety score)

$EQNR (+5.63%)

equinor is the one i would choose, but all 3 will be ok, choose shell or equinor if you plan on holding for 20-years region

final score

1-$EQNR (+5.63%)

2-$SHEL (+2.32%)

3-$VAR (+5.84%)

7 Comments

Japperable@income_engineer_djuro

2Mon

How about $TTE ? What program do you use for this comparison?

••

View all 3 further answers

Owen

@OINVS

2Mon·

Shell was sold

Yesterday, I sold my entire position in $SHEL (+2.32%) at a price of €40, achieving a return of 33% since the start of the investment.

It’s been a good decision so far, given that the stock price fell yesterday and the price of oil has dropped today for the third day in a row to $79 per barrel of Brent.

Once the stock price returns to normal, I’ll $SHEL (+2.32%) again. In my opinion, it remains a solid company with a good dividend policy.

Would you take your profits and reinvest them later in the same company?

5 Comments

Dannick@Dannick

2Mon

I also sold my Shell shares—unfortunately, just a few days too early—but if the uncertainty in the Middle East persists and the oil price starts to rise, I might buy back in.

•

Aktien Stammtisch

@Aktien_Stammtisch

2Mon·

𝐒𝐡𝐞𝐥𝐥: 𝐒𝐮𝐫𝐠𝐢𝐧𝐠 𝐂𝐚𝐬𝐡 𝐅𝐥𝐨𝐰 𝐚𝐧𝐝 𝐓𝐫𝐚𝐝𝐢𝐧𝐠 𝐒𝐭𝐫𝐞𝐧𝐠𝐭𝐡 𝐃𝐫𝐢𝐯𝐞 𝐒𝐡𝐚𝐫𝐩 𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐆𝐫𝐨𝐰𝐭𝐡 𝐚𝐧

$SHEL (+2.32%)

⠀

📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬

• Adjusted earnings: $9.84B vs. $6.92B QoQ and $4.26B YoY

• Adjusted EPS: $1.76 vs. $1.22 QoQ and $0.72 YoY

• Adjusted EBITDA: $20.71B vs. $17.74B QoQ

• Operating cash flow: $21.43B

• Free cash flow: $17.52B

• Income attributable to shareholders: $10.82B

⠀

💰 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐑𝐞𝐭𝐮𝐫𝐧𝐬

• Q2 shareholder distributions: $5.2B

• Share buybacks completed: $3.0B

• Cash dividends paid: $2.2B

• Dividend declared: $0.3906 per share

• New buyback programme: $4.2B, including $3.0B of new repurchases and $1.2B carried over

⠀

📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬

• Higher realised prices, LNG trading, refining, chemicals and oil-products optimisation supported earnings

• Net debt fell to $41.8B from $52.6B QoQ, while gearing declined to 18.7% from 23.2%

• Shell has delivered $5.8B of structural cost reductions since 2022, including $0.7B in H1 2026

• Production declined to 2.46M boe/d, partly reflecting the impact of the Middle East conflict on Qatari volumes

⠀

💬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐅𝐨𝐜𝐮𝐬

Shell continues to prioritize performance, capital discipline and portfolio simplification while maintaining substantial shareholder distributions.

1 Comment

PeterH@Dartbord

2Mon

Nice!

••

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