But what is the serious investment case now? Well, oil and gas are difficult for Western companies. Renewable energies are also disappointing. They don't do nuclear power at all. What does the story look like for Shell?
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@Soprano just to name a few points.
Liquefied natural gas expansion
E infrastructure
Large customers Electricity
hydrogen
CO2 capture and storage.
For me personally, the investment period is around 5 years. I have analyzed €30 as a fair entry price for me. I expect a return of approx. 6-8% pa. 3% through dividends +3-5% share price growth pa...
Exit price year 1 would be around €45 then I would have exceeded my target return and all is well. I have not yet defined an exact exit for the other years. It depends on the dividend increase etc. Target price in 5 years would be about 38- 40€ then I would be at about 5.8- 7.95% pa
Liquefied natural gas expansion
E infrastructure
Large customers Electricity
hydrogen
CO2 capture and storage.
For me personally, the investment period is around 5 years. I have analyzed €30 as a fair entry price for me. I expect a return of approx. 6-8% pa. 3% through dividends +3-5% share price growth pa...
Exit price year 1 would be around €45 then I would have exceeded my target return and all is well. I have not yet defined an exact exit for the other years. It depends on the dividend increase etc. Target price in 5 years would be about 38- 40€ then I would be at about 5.8- 7.95% pa
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•@Hotte1909 Liquid gas, hydrogen and CO² can also be played via Linde and Co., there are special gas specialists for a reason (I also find them very interesting).
In the foreseeable future, e-infrastructure will only cost money instead of earning it.
However, you have a realistic return expectation. I think 6-8% is pretty meagre and below the market average.
In the foreseeable future, e-infrastructure will only cost money instead of earning it.
However, you have a realistic return expectation. I think 6-8% is pretty meagre and below the market average.
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