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Aandeel SHELL PLC AEX:SHELL.NL, GB00BP6MXD84

Laatste koers (eur) Verschil Volume
29,170   -0,025   (-0,09%) Dagrange 29,055 - 29,200 2.333.913   Gem. (3M) 6,2M

Uitstappen? Is het echt never sell Shell?

200.031 Posts
Pagina: «« 1 ... 4455 4456 4457 4458 4459 ... 10002 »» | Laatste | Omlaag ↓
  1. Trader Bob 22 februari 2021 09:24
    Goldman Sees Brent Oil at $75 as Supply Response Trails Demand

    (Bloomberg) -- Oil prices will rally sooner and higher than
    previously thought as the global energy demand recovery outpaces
    the supply response from the OPEC+ alliance, shale and Iran,
    according to Goldman Sachs Group Inc.
    Consumption will get back to pre-virus levels by late July,
    while output from major producers is likely to remain “highly
    inelastic” to the rising prices, the bank said in a note.
    Goldman raised its Brent forecasts by $10 a barrel, to $70 next
    quarter and $75 in the following three months.
    “This faster re-balancing during what was expected to be
    the dark days of winter will be followed by a widening deficit
    this spring as the ramp-up in OPEC+ production lags our above-
    consensus demand recovery forecast,” bank analysts including
    Damien Courvalin said in the note.
    Oil’s rebound to levels last seen before Covid-19 wreaked
    havoc on the global economy has been driven by Saudi Arabia’s
    unilateral output cuts together with the improving demand
    outlook. The rally has also been supported by investors using
    crude to position for a reflationary environment, Goldman said.
    Brent oil traded above $63 a barrel on Monday and is up around
    22% this year.
    Supply will keep lagging behind demand for several reasons,
    the bank said:
    * OPEC+ will fall behind the market rebalancing, especially as
    the pace of global drawdowns of stockpiles has accelerated
    * There are no signs of more activity from most non-OPEC+
    producers outside of North America, creating a risk supply will
    fall 900,000 barrels a day short of the bank’s estimates in the
    coming year
    * The U.S. earnings season confirms that big explorers and
    producers, the key drivers of U.S. shale output, remain focused
    on returning cash to shareholders
    * Indications from the U.S. government suggest Iranian output
    likely won’t increase in the short term
  2. forum rang 6 boldie 22 februari 2021 09:41
    quote:

    Trader Bob schreef op 22 februari 2021 09:24:

    Goldman Sees Brent Oil at $75 as Supply Response Trails Demand

    (Bloomberg) -- Oil prices will rally sooner and higher than
    previously thought as the global energy demand recovery outpaces
    the supply response from the OPEC+ alliance, shale and Iran,
    according to Goldman Sachs Group Inc.
    Consumption will get back to pre-virus levels by late July,
    while output from major producers is likely to remain “highly
    inelastic” to the rising prices, the bank said in a note.
    Goldman raised its Brent forecasts by $10 a barrel, to $70 next
    quarter and $75 in the following three months.
    “This faster re-balancing during what was expected to be
    the dark days of winter will be followed by a widening deficit
    this spring as the ramp-up in OPEC+ production lags our above-
    consensus demand recovery forecast,” bank analysts including
    Damien Courvalin said in the note.
    Oil’s rebound to levels last seen before Covid-19 wreaked
    havoc on the global economy has been driven by Saudi Arabia’s
    unilateral output cuts together with the improving demand
    outlook. The rally has also been supported by investors using
    crude to position for a reflationary environment, Goldman said.
    Brent oil traded above $63 a barrel on Monday and is up around
    22% this year.
    Supply will keep lagging behind demand for several reasons,
    the bank said:
    * OPEC+ will fall behind the market rebalancing, especially as
    the pace of global drawdowns of stockpiles has accelerated
    * There are no signs of more activity from most non-OPEC+
    producers outside of North America, creating a risk supply will
    fall 900,000 barrels a day short of the bank’s estimates in the
    coming year
    * The U.S. earnings season confirms that big explorers and
    producers, the key drivers of U.S. shale output, remain focused
    on returning cash to shareholders
    * Indications from the U.S. government suggest Iranian output
    likely won’t increase in the short term

    en weer 6 miljard erbij :) en dan verbruik die komende maanden alleen maar verder gaan oplopen lijkt me redelijk kassa dan.
  3. [verwijderd] 22 februari 2021 09:43
    quote:

    Up&Down schreef op 22 februari 2021 08:03:

    [...]

    Ik vermoed dat Shell geen enkele doelstelling heeft behaald. Ook niet die van productie olie..
    Wat zorgwekkender is, is als de reden daadwerkelijk is dat er niet voldoende projecten met 10% rendement zijn gevonden.
    Dat belooft dan weinig goeds. Zeker nu er heel veel partijen (BP) alles opkopen wat zelfs een groen etiket geeft. Dat doet de winstgevendheid niet goed.
    In tegenstelling dat de anderen die vergroenen om te vergroenen. Bij Shell is geld verdienen prioriteit nr 1 en alleen meedoen als de berekeningen kloppen. Ze verhandelen 3x zoveel olie als dat ze oppompen. Gelukkig is er nog BP, als je onrendabele projecten wilt dumpen, dan heb je zo'n opkoper die teveel biedt nodig.
  4. Ernie 1966 zonder bert 22 februari 2021 10:08
    quote:

    joeppie schreef op 22 februari 2021 09:02:

    [...]

    Totaal mee eens, hoor. De groene gekkies zijn wel heel bizar bezig. Geen vlees meer eten, groen binnen een paar jaar. Allemaal onmogelijk. Ik gooi vanmiddag een dikke vette lap rundvlees op de bbq!!
    Lekker!!! Joeppie!!!
  5. The Duck Master 22 februari 2021 10:45
    Omdat er bijna 8 miljard aandelen uitstaan, zie je bij de AFM pas een melding als iemand zo'n 40 miljoen aandelen short zou staan.
    In het verleden heb ik bij Binck best periodes gehad waar een deel van mijn aandelen Shell was uitgeleend.
    Helaas veel te weinig stukken en maar kortdurend, maar er zijn dus zeker partijen die beperkt short zitten.

    quote:

    bezinteergebelegt schreef op 22 februari 2021 10:39:

    [...]

    Shortfondsen in Shell ?? Voor zover ik weet zijn er geen shortposities in dit fonds.

    Einde jaar gewoon minimaal weer op 22
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