The Energy Report
Notable Quotes
"With the LOI signed, we urge investors to bolster positions in FCU." (12/22/15) Fission Uranium Corp. - David Sadowski, Raymond James More >
"FCU is taking the right steps regardless of whether PLS is ultimately acquired or developed into a mine." (12/22/15) Fission Uranium Corp. - Heiko Ihle, Rodman & Renshaw More >
"I am quite excited about POE in 2016." (12/16/15) Pan Orient Energy Corp. - Chen Lin, What Is Chen Buying? What Is Chen Selling? More >
"BKX's Oklahoma asset has significant value." (12/16/15) BNK Petroleum Inc. - Michael Charlton, iA Securities More >
"EFR is one of the few companies in a position to write long-term sales contracts and deliver into them at several times its current production rate." (12/17/15) Energy Fuels Inc. - The Gold Report Interview with Eric Coffin More >
RDS: Good Downstream Numbers Expected
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GUDMUND HALLE ISFELDT, DnB NOR Markets
(07/26/2010)
"We expect adj. Q2 EPS at $0.66 vs. $0.65 for consensus, and the DPS unchanged at $0.42. Royal Dutch Shell enjoys ramp-up from Sakhalin gas and BC-10. The Nigerian situation has improved considerable implying more output, especially from Soku. Downstream is expected to deliver good numbers. Royal Dutch Shell delivers Q2 numbers on Thursday 29 July, and we rate it Buy with a GBp 2,200 12-month price target. Upstream - Net CCS profit is expected at $3.3bn vs. $3.2bn for consensus, mainly due to high scheduled maintenance activity, and in part due to the lack of a Malaysian unit dividend c.$0.15–0.20bn Downstream - Net CCS profit is expected at $0.89bn vs. $0.92bn for consensus. Refining margins have held up well during Q2, improvements are seen both for refining and petrochemicals." |
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Under SEC rules, analysts are required to disclose their interest in securities that they cover. We strongly encourage you to contact them to understand any potential conflicts of interest they may have.
More Experts
"FCU's deal with CGN helps to financially and technically derisk PLS." (12/21/15) Fission Uranium Corp. - David Talbot, More >
"NXE is our top pick across all commodities." (12/22/15) NexGen Energy Ltd. - The Energy Report Interview with Rob Chang More >
"FCU will continue to explore and add pounds to what is already a world-class project." (12/22/15) Fission Uranium Corp. - The Energy Report Interview with Rob Chang More >
"EFR is well positioned to benefit from higher uranium prices." (12/22/15) Energy Fuels Inc. - The Energy Report Interview with Rob Chang More >
"FCU intends to sell $82M or 19.9% of the company to CGN Mining." (12/22/15) Fission Uranium Corp. - Jeb Handwerger, Gold Stock Trades More >