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plavac 26.08.2015. 08:42

Odgovor na: Nafta zvana Crude Oil
 
Royal Dutch Shell Is Now A 7.54% Dividend Yield Monster
http://seekingalpha.com/article/3462...-yield-monster

plavac 26.08.2015. 09:07

Odgovor na: Nafta zvana Crude Oil
 
http://seekingalpha.com/article/3466...al-commodities

"The more money there is in the economy, the higher the nominal prices of commodities will tend to be, on average. This is why we are saying that what used to be the $10/bbl level for the oil price in the 1970s and 1990s is probably equivalent to $35-40 today. In short, this level is very likely to more or less represent the lower end of the channel in which the nominal price will fluctuate over the long term."

red max 26.08.2015. 10:07

Odgovor na: Nafta zvana Crude Oil
 
Citat:

plavac (Post 672609)
Royal Dutch Shell Is Now A 7.54% Dividend Yield Monster
http://seekingalpha.com/article/3462...-yield-monster


Royal Dutch Shell is often regarded as one of the biggest widows-and-orphans stock in Europe because it takes dividends very seriously. In an interview with Bloomberg, CEO Ben van Beurden called Shell's dividend an iconic item and he pledged he would to everything to protect it. Shell has not cut its dividend since 1943; it is a very shareholder-friendly company and you can be reassured that a dividend cut is the last thing on management's mind. Van Beurden claims the priority regarding the use of cash at Shell is debt service first, then dividends and then a balance between buybacks and capital investment.

Ako ovo nije dionica za long term,odnosno za ostaviti unucima ne znam što jest.Još ako nafta zaista padne na 30$... :cugeri:

plavac 26.08.2015. 10:22

Odgovor na: Nafta zvana Crude Oil
 
Daj mi samo objasni zašto RDS.B a ne RDS.A...

red max 26.08.2015. 10:31

Odgovor na: Nafta zvana Crude Oil
 
Napisao ti je i čovjek u članku koji si postao:

Royal Dutch Shell shares have two classes: A and B. The share classes are not the focus of this article, so I'll make this quick. The A shares are subject to Dutch law and have a 15 percent dividend withholding tax, whereas the B shares fall under UK law and have no dividend withholding tax. Sometimes buying RDS.A can make sense if you can reclaim the foreign taxes paid, but at present RDS.B clearly seems to be the desirable class for new investors as the discount of the A versus the B shares has shrunk to a mere 2 cents. Sometimes the discount can be several dollars per share, so it's worth to pay attention to this.

Ne plaća se porez na dividendu, za seriju B.

VidovM 26.08.2015. 10:57

Odgovor na: Nafta zvana Crude Oil
 
iz 5.mj su članci
http://www.bloomberg.com/news/articl...because-of-lng
"Jim Chanos, founder of hedge fund Kynikos Associates, said he’s betting against shares of Royal Dutch Shell Plc and BG Group Plc because of poor prospects for producers of liquefied natural gas.
“This is a disaster waiting to happen,” Chanos said at the SkyBridge Alternatives Conference in Las Vegas on Thursday, adding that he was also wagering against Chevron Corp.
Chanos said that demand for LNG has been flat for the past few years and capacity is going to “skyrocket.”
Shell agreed in March to buy smaller rival BG for $70 billion in the oil and gas industry’s biggest deal in at least a decade. Chanos, who predicted the collapse of Enron Corp. in 2001, said earlier Thursday that he was shorting oil majors."

http://realmoney.thestreet.com/artic...vron-and-shell
Chanos, the president and founder of the New York investment adviser Kynikos Asssociates, said the reason that operating expenses are racking up is because oil majors have to "deal with Mr. Putin" – that is, Russian President Vladimir Putin – and "having to do things like drill in the Arctic."

Further, he said, energy companies are now forced to "construct these enormously expensive LNG – liquefied natural gas – plants and increasingly add ... risk to the portfolio where it just used to be much simpler. You know, drill somewhere and pull the oil out."
All told, he said, he and other hedge fund managers have come to feel "really negative" about integrated oil companies. As a result, he said, Kynikos is short-selling some of the most prominent energy giants because of a potential surplus of oil and gas that is a "disaster waiting to happen" to the industry.

Chanos said he's "leery of the very leveraged guys in any company that's running negative cash flow after capital spending. So they're not covering their dividends or their buybacks." As for specifics, he said, "So names like Chevron, names like British Gas-slash-Royal Dutch, and then of course some of the big national companies, the Petrobrases of the world."

...
Closing the program, one of the interviewers, Anthony Scaramucci, the founder of Sky Bridge Capital, asked Chanos if he could offer an "actionable idea" for investors. In a nutshell, Chanos replied, he would "short the North American frackers," whose oil and gas extraction process is so expensive.

"It's a flawed business model," Chanos said.

LOL, dobar je...sreća pa je shortao na višim cijenama, ali je uvijek zabavno vidjeti više teza.

red max 26.08.2015. 11:19

Odgovor na: Nafta zvana Crude Oil
 
Chanos je medvjed po prirodi,i to onaj od 200 kg.
Protiv Kine se kladi još od 2010 g,prošlih se godina nije proslavio,iako je imao u prošlosti i neke odlične trejdove.
http://www.wsj.com/articles/SB100014...69283369135824

VidovM 26.08.2015. 11:21

Odgovor na: Nafta zvana Crude Oil
 
Citat:

VidovM (Post 672333)
[url]

Baš me zanima koliko nisko mogu deepwater drilleri poput RIG, ESV, NE, SDRL...
Ako Yahoo dobro prikazuje onda je Transocean na razinama iz '94., Ensco još malo i na razinama iz '01.

RIG pre-market -6,15%

http://seekingalpha.com/news/2745386...spend-dividend
Transocean (NYSE:RIG) -6.2% AH after its board proposes cancellation of the third and fourth installments of RIG's dividend; it was previously paying a $0.15 quarterly dividend.

The board also will propose cancellation of all shares that have been repurchased to date under the company's share repurchase program.

In light of the deterioration of the offshore drilling market and concerns regarding the timing of the market's recovery, RIG says it may recognize an aggregate loss associated with related non-cash impairments in excess of 2B Swiss francs.

plavac 26.08.2015. 12:05

Odgovor na: Nafta zvana Crude Oil
 
Citat:

red max (Post 672627)
Napisao ti je i čovjek u članku koji si postao:

Royal Dutch Shell shares have two classes: A and B. The share classes are not the focus of this article, so I'll make this quick. The A shares are subject to Dutch law and have a 15 percent dividend withholding tax, whereas the B shares fall under UK law and have no dividend withholding tax. Sometimes buying RDS.A can make sense if you can reclaim the foreign taxes paid, but at present RDS.B clearly seems to be the desirable class for new investors as the discount of the A versus the B shares has shrunk to a mere 2 cents. Sometimes the discount can be several dollars per share, so it's worth to pay attention to this.

Ne plaća se porez na dividendu, za seriju B.


Hvala...

Lola 26.08.2015. 14:33

Odgovor na: Nafta zvana Crude Oil
 
Citat:

red max (Post 672627)
Napisao ti je i čovjek u članku koji si postao:

Royal Dutch Shell shares have two classes: A and B. The share classes are not the focus of this article, so I'll make this quick. The A shares are subject to Dutch law and have a 15 percent dividend withholding tax, whereas the B shares fall under UK law and have no dividend withholding tax. Sometimes buying RDS.A can make sense if you can reclaim the foreign taxes paid, but at present RDS.B clearly seems to be the desirable class for new investors as the discount of the A versus the B shares has shrunk to a mere 2 cents. Sometimes the discount can be several dollars per share, so it's worth to pay attention to this.

Ne plaća se porez na dividendu, za seriju B.

A jel imaju ista prava glasa?


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