Share tips thread (Vol 2)

Share tips thread (Vol 2)

Author
Discussion

anonymous-user

53 months

Wednesday 28th October 2020
quotequote all
ATM said:
Has everybody seen Rolls Royce share price?
Horrible isnt it.

vulture1

12,127 posts

178 months

Wednesday 28th October 2020
quotequote all
jsf said:
ATM said:
Has everybody seen Rolls Royce share price?
Horrible isnt it.
Surely you knew this was coming? Close price yesterday x3. then add (32p x 10) divided by 13. Opened as expected at 75p

Do that math in order it is written.

The big surprise is why it went up from there.

jshell

11,006 posts

204 months

Wednesday 28th October 2020
quotequote all
Condi said:
jshell said:
Very long term, maybe. All my fund manager mates are avoiding Shell and heading for Total... I ditched Shell in March based on Covid and the utter shower of shyte that manages the company now. I think Shell is in real trouble, though they did report that another 7-9,000 jobs will go in the next 2 years.
Why do they see a difference between Total and Shell, given they are both fundamentally oil majors?
Shell are bloated, mismanaged and starting to lack direction. They've become victims of nepotism and have saved cash 'now' by dumping all of the competent, experienced people. Total are seen as a bit leaner, meaner and with a more clear direction.

All the Majors are very, very different. Most of them should look to Exxon for management and technical management processes...

vulture1

12,127 posts

178 months

Wednesday 28th October 2020
quotequote all
So let's assume another big ish drop. What great dividend paying shares would anyone recommend for a nice long long term hold.

Lon rio tinto is my thinking?
I know you can get gains from growth as well but I have enough of those.
Anything I am missing out on?

bad company

18,484 posts

265 months

Wednesday 28th October 2020
quotequote all
vulture1 said:
So let's assume another big ish drop. What great dividend paying shares would anyone recommend for a nice long long term hold.

Lon rio tinto is my thinking?
I know you can get gains from growth as well but I have enough of those.
Anything I am missing out on?
Look at these:-

https://www.telegraph.co.uk/investing/shares/quest...

g4ry13

16,888 posts

254 months

Wednesday 28th October 2020
quotequote all
vulture1 said:
So let's assume another big ish drop. What great dividend paying shares would anyone recommend for a nice long long term hold.

Lon rio tinto is my thinking?
I know you can get gains from growth as well but I have enough of those.
Anything I am missing out on?
Tesco perhaps?

I assume capital preservation is a factor and not just chasing the largest yield at this point.

Man Group used to be good for a dividend but they've basically become an index tracker.

Edited by g4ry13 on Wednesday 28th October 18:05

vulture1

12,127 posts

178 months

Wednesday 28th October 2020
quotequote all
g4ry13 said:
vulture1 said:
So let's assume another big ish drop. What great dividend paying shares would anyone recommend for a nice long long term hold.

Lon rio tinto is my thinking?
I know you can get gains from growth as well but I have enough of those.
Anything I am missing out on?
Tesco perhaps?

I assume capital preservation is a factor and not just chasing the largest yield at this point.
Er nope. I work for the company, I do have shares in them but through the share save scheme so its a zero risk game but its a draw or win situation. Will never be as big a player as it was now with aldi lidl at the bottom end and amazon / ocado snapping at the home delivery market

g4ry13

16,888 posts

254 months

Wednesday 28th October 2020
quotequote all
vulture1 said:
g4ry13 said:
vulture1 said:
So let's assume another big ish drop. What great dividend paying shares would anyone recommend for a nice long long term hold.

Lon rio tinto is my thinking?
I know you can get gains from growth as well but I have enough of those.
Anything I am missing out on?
Tesco perhaps?

I assume capital preservation is a factor and not just chasing the largest yield at this point.
Er nope. I work for the company, I do have shares in them but through the share save scheme so its a zero risk game but its a draw or win situation. Will never be as big a player as it was now with aldi lidl at the bottom end and amazon / ocado snapping at the home delivery market
Maybe, I was looking to offload mine around £2.50 but looks like i'll be sitting in them for a while.

I bought more BP because of the dividend but the price hasn't exactly held up well. Easyjet for dividend + growth if you feel brave!

Condi

17,089 posts

170 months

Wednesday 28th October 2020
quotequote all
jshell said:
Condi said:
jshell said:
Very long term, maybe. All my fund manager mates are avoiding Shell and heading for Total... I ditched Shell in March based on Covid and the utter shower of shyte that manages the company now. I think Shell is in real trouble, though they did report that another 7-9,000 jobs will go in the next 2 years.
Why do they see a difference between Total and Shell, given they are both fundamentally oil majors?
Shell are bloated, mismanaged and starting to lack direction. They've become victims of nepotism and have saved cash 'now' by dumping all of the competent, experienced people. Total are seen as a bit leaner, meaner and with a more clear direction.

All the Majors are very, very different. Most of them should look to Exxon for management and technical management processes...
Interesting, thanks.

If someone was holding a lot of Shell shares and had lost the value of a small house over the last few months would you cut your losses or do you think there will be some form of recovery?

I think Shell are moving away from oil into gas and electricity more so than other oil majors (they own a UK based electric supplier, for example), which is burning a lot of their cash at the moment but is intended to set them up well for the future energy needs.

anonymous-user

53 months

Wednesday 28th October 2020
quotequote all
vulture1 said:
jsf said:
ATM said:
Has everybody seen Rolls Royce share price?
Horrible isnt it.
Surely you knew this was coming?
Strange response to my comment. I make no statement on expectations.

jshell

11,006 posts

204 months

Wednesday 28th October 2020
quotequote all
Condi said:
jshell said:
Condi said:
jshell said:
Very long term, maybe. All my fund manager mates are avoiding Shell and heading for Total... I ditched Shell in March based on Covid and the utter shower of shyte that manages the company now. I think Shell is in real trouble, though they did report that another 7-9,000 jobs will go in the next 2 years.
Why do they see a difference between Total and Shell, given they are both fundamentally oil majors?
Shell are bloated, mismanaged and starting to lack direction. They've become victims of nepotism and have saved cash 'now' by dumping all of the competent, experienced people. Total are seen as a bit leaner, meaner and with a more clear direction.

All the Majors are very, very different. Most of them should look to Exxon for management and technical management processes...
Interesting, thanks.

If someone was holding a lot of Shell shares and had lost the value of a small house over the last few months would you cut your losses or do you think there will be some form of recovery?

I think Shell are moving away from oil into gas and electricity more so than other oil majors (they own a UK based electric supplier, for example), which is burning a lot of their cash at the moment but is intended to set them up well for the future energy needs.
Honestly, I don't know. Shell have played with renewables, hydrogen, fuel cells etc but their main push was recently Deepwater oil and gas. They've tried selling gas as a transition fuel and supported a carbon floor price in order to make coal uneconomic compared with gas. All of the people I know that have left have been very, very happy to get out whilst the going is good. I did over 30 years and mourn for the once great company.

As to future price, I'm sorry, it's Alice in Wonderland time.

What I will say is that we CANNOT live without oil, all electric from renewables is a lovely pipe dream so oil HAS to come back. Everything apart from wood, glass, stone, animal products and metal comes from nasty crude oil.

vulture1

12,127 posts

178 months

Wednesday 28th October 2020
quotequote all
jsf said:
vulture1 said:
jsf said:
ATM said:
Has everybody seen Rolls Royce share price?
Horrible isnt it.
Surely you knew this was coming?
Strange response to my comment. I make no statement on expectations.
Sorry if I picked you up wrong but it came across as if you were surprised it had dropped? I meant no malice.

Jambo85

3,311 posts

87 months

Wednesday 28th October 2020
quotequote all
jshell said:
Total are seen as a bit leaner, meaner and with a more clear direction.
Having been a service co rep to both, I think that’s a valid comparison!

anonymous-user

53 months

Wednesday 28th October 2020
quotequote all
vulture1 said:
jsf said:
vulture1 said:
jsf said:
ATM said:
Has everybody seen Rolls Royce share price?
Horrible isnt it.
Surely you knew this was coming?
Strange response to my comment. I make no statement on expectations.
Sorry if I picked you up wrong but it came across as if you were surprised it had dropped? I meant no malice.
No problem, it was just a comment on what i saw. It was actually up nearly 300% today when posted, but from a catastrophic drop a few days ago. proper cliff edge stuff.

jshell

11,006 posts

204 months

Wednesday 28th October 2020
quotequote all
Jambo85 said:
jshell said:
Total are seen as a bit leaner, meaner and with a more clear direction.
Having been a service co rep to both, I think that’s a valid comparison!
thumbup

Burwood

18,709 posts

245 months

Wednesday 28th October 2020
quotequote all
It’s the same with the odd comment ‘shall I buy BT’. Yeah, if you want to make 2% over a decade. With so many alternatives smile

g4ry13

16,888 posts

254 months

Thursday 29th October 2020
quotequote all
Condi said:
jshell said:
Condi said:
jshell said:
Very long term, maybe. All my fund manager mates are avoiding Shell and heading for Total... I ditched Shell in March based on Covid and the utter shower of shyte that manages the company now. I think Shell is in real trouble, though they did report that another 7-9,000 jobs will go in the next 2 years.
Why do they see a difference between Total and Shell, given they are both fundamentally oil majors?
Shell are bloated, mismanaged and starting to lack direction. They've become victims of nepotism and have saved cash 'now' by dumping all of the competent, experienced people. Total are seen as a bit leaner, meaner and with a more clear direction.

All the Majors are very, very different. Most of them should look to Exxon for management and technical management processes...
Interesting, thanks.

If someone was holding a lot of Shell shares and had lost the value of a small house over the last few months would you cut your losses or do you think there will be some form of recovery?

I think Shell are moving away from oil into gas and electricity more so than other oil majors (they own a UK based electric supplier, for example), which is burning a lot of their cash at the moment but is intended to set them up well for the future energy needs.
I see that Shell have increased their dividend.

ATM

18,096 posts

218 months

Monday 2nd November 2020
quotequote all
Anyone have a view on PHE? I dont have a position but as I see it trickling down I am wandering where could be good for an entry. Assuming as its AIM I'll either lose my money or make 10x and more.

GliderRider

2,068 posts

80 months

Monday 2nd November 2020
quotequote all
ATM said:
Anyone have a view on PHE? I dont have a position but as I see it trickling down I am wandering where could be good for an entry. Assuming as its AIM I'll either lose my money or make 10x and more.
I bought into Powerhouse Energy Group (PHE) back in July, as a long term investment. My view is hydrogen, fuel cells and energy from waste are all things that will need to be pursued in the future. We need clean energy, and we can't keep chucking our waste plastic in the sea without consequences. Someone is going to get it right, and the only way to be on the winner near the start is to buy shares in all the players. No doubt some of the companies concerned will fail, but without inside knowledge, which ones?.

So far ITM Power (ITM) and Ceres Power Holdings (CWR) look like the two front runners, but that could all change if PHE pull a rabbit out of the hat, assuming they've actually got one in there...

Jambo85

3,311 posts

87 months

Monday 2nd November 2020
quotequote all
g4ry13 said:
Condi said:
jshell said:
Condi said:
jshell said:
Very long term, maybe. All my fund manager mates are avoiding Shell and heading for Total... I ditched Shell in March based on Covid and the utter shower of shyte that manages the company now. I think Shell is in real trouble, though they did report that another 7-9,000 jobs will go in the next 2 years.
Why do they see a difference between Total and Shell, given they are both fundamentally oil majors?
Shell are bloated, mismanaged and starting to lack direction. They've become victims of nepotism and have saved cash 'now' by dumping all of the competent, experienced people. Total are seen as a bit leaner, meaner and with a more clear direction.

All the Majors are very, very different. Most of them should look to Exxon for management and technical management processes...
Interesting, thanks.

If someone was holding a lot of Shell shares and had lost the value of a small house over the last few months would you cut your losses or do you think there will be some form of recovery?

I think Shell are moving away from oil into gas and electricity more so than other oil majors (they own a UK based electric supplier, for example), which is burning a lot of their cash at the moment but is intended to set them up well for the future energy needs.
I see that Shell have increased their dividend.
Had to google that one, 4% increase after 67% reduction biggrin