Thank you so much for helping and responding to my previous post and poll.

So $SHEL (-1,03%) was the clear winner with $RAND (+0,2%) and $STLAM (-2,4%) coming in 2nd and 3rd place.

I think most people respond without thinking too much about the options and selecting what they already know. Wich is understandable because time is precious.

The actual stock i plan to buy is $ACX (-0,18%) because it is next on the dividend calendar.

And $SHEL (-1,03%) is in the pipeline too while i am still considering $MAU (+0,56%) in between.

After the dividend run i am looking at $RAND (+0,2%)
$CRBN (-2,3%)
$STLAM (-2,4%)
$AALB (-2,38%)

$GOGL (-2,36%) is merging with $EURN (-1,7%) (CMB.TECH) so i am waiting to see how that looks after the merger.

Have a blessed weekend.

$SHEL (-1,03%)
$BP. (-1,19%)

Why Shell Is Staying on the Sidelines in BP Speculation

As investors eye consolidation in Big Oil, Shell’s recent stance against a BP takeover is a strategic masterclass, not a retreat. Bound by the UK Takeover Code after publicly ruling itself out, Shell cannot acquire more than 30% of BP for six months. Under CEO Wael Sawan, capital is prioritized for buybacks and debt reduction over risky mega-deals. Moreover, Shell’s renewable pivot clashes with BP’s activist-driven focus on oil & gas. Add antitrust hurdles in the US and EU, and a bid becomes a high-stakes gamble investors can’t afford. Instead, Shell is boosting shareholder returns through disciplined capital allocation—proof that patience and precision Trump headline-grabbing deals.

🌍 NATO Summit 2025: A New Era of Defense and Opportunity 🚀

As NATO allies commit to a historic defense spending target of 5% of GDP, global markets are already reacting. Defense stocks are surging—Rheinmetall, BAE Systems, and Thales have all seen significant gains. This budget boost signals a long-term ramp-up in military procurement, cybersecurity, and infrastructure, creating ripple effects across multiple sectors.

Despite a recent dip in oil prices, analysts suggest energy demand may rebound as military logistics and fuel reserves expand. Keep an eye on aerospace & defense, cybersecurity, infrastructure, and energy resilience—these sectors are poised to benefit from NATO’s strategic pivot.

The NATO Summit in The Hague isn’t just about security—it’s a catalyst for industrial transformation. Investors, innovators, and policymakers: the future is being drafted now. $SHEL (-1,03%)
$PLTR (+2,46%)
$BA. (+0,82%)
$RHM (+1,31%)
$HO (+1,42%)
$CVX (-0,55%)

Just received my dividend from 50 shares of Shell

And I’ve got to say, this moment really hits different. It’s a small payout in absolute terms, but symbolically it means a lot: this is the start of reaping the rewards of long-term dividend investing.

Shell has been one of the anchors in my portfolio offering solid cash flow, strong dividend history, and exposure to the energy transition. I appreciate the stability, but also the resilience the company has shown in changing times.

This payout gave me a moment to reflect: while dividend stocks like Shell form the base of my portfolio, I’m also shifting more into growth-oriented companies to balance out my strategy and maximize future capital gains.

📈 This is just the beginning. The snowball is rolling and I’m excited to keep building.

Do you combine dividend and growth stocks in your portfolio too?

Or are you all in on one strategy?

$SHEL (-1,03%)

Shell Helps Limit #AEX Losses Amid Market Uncertainty

The Amsterdam stock exchange saw a decline on Tuesday, but Shell's stock rise helped limit the damage. The AEX index dropped 0.5% to 920.37 points by late morning. Market sentiment remains heavily influenced by the ongoing conflict between #Israel and #Iran, with fresh missile attacks escalating tensions.

Despite reports of potential de-escalation, new Israeli strikes on Tehran and a warning from former U.S. President Donald #Trump suggest further instability. Trump returned early from the G7 summit, hinting at a larger issue beyond the conflict, though details remain unclear.

Oil prices, which had dipped on Monday, rose by 1% on Tuesday, supporting energy stocks. Meanwhile, the #euro/#dollar exchange rate stabilized ahead of the U.S. interest rate decision, and Germany’s #ZEW index showed improved economic expectations.

Shell led the AEX gainers with a 0.9% increase, followed by $DSFIR (-3,46%) DSM-Firmenich at 0.8%.$UMG (-0,15%) Universal Music Group saw a 4% decline, while $CRBN (-2,3%) Corbion dropped 4.6% due to a large share sale.

Overall, Shell’s performance provided some stability, but broader market concerns persist as geopolitical tensions and economic indicators continue to shape investor sentiment.