Royal Dutch Shell Plc

The Shell Group (The Group) is a global group of energy and petrochemical companies with around 90,000 employees. The Group's businesses include oil and gas exploration and production, LNG, power generation, manufacturing, marketing and shipping of oil products and chemicals and renewable energy products. Shell's strategy seeks to reinforce the company's position as a leader in the oil and gas industry in order to provide a competitive shareholder return, while helping to meet global energy demand in a responsible way. Shares in the parent company, Royal Dutch Shell Plc, are traded on stock exchanges in Europe and the U.S.

Expert Comments:

Trefis (1/28/15)
"We expect Royal Dutch Shell Plc's downstream margins to receive a significant boost from thicker refining margins during Q4/14, primarily driven by an improved global refining environment and reduced exposure to less profitable downstream assets as a result of the divestment program. The company has been actively pursuing the divestment of its not-so-profitable downstream assets over the past few years, and it plans to continue doing so in the near future in order to increase the profitability of its overall portfolio."

Jefferson Research (1/23/15)
"The balance sheet shows the ability of Royal Dutch Shell Plc to pay its bills and fund future growth. . .the cash position in Q3/14 increased from $15,419M to $19,027M. With more cash on hand, the company will be better able to meet financial obligations."

Jefferson Research (1/21/15)
"Royal Dutch Shell Plc is showing strong cash flow quality, balance sheet quality and operating efficiency. . .when combined, Shell deserves a Buy rating. The primary reason the overall rating improved during the last quarter was an improvement in the balance sheet rating due to strengthening receivable and inventory positions."

Bob Ciura, Seeking Alpha (1/7/15)
"The collapse in oil and rising fears of recession in Europe has battered shares of Royal Dutch Shell Plc. The market is under-appreciating two key factors: The company's capital discipline and its integrated structure, which will both help keep profitability intact. Royal Dutch Shell's fundamentals have remained resilient even in the face of oil's decline, and investors are treated to a cheap stock with a secure 5.25% dividend yield."

Jefferson Research (1/2/15)
"Royal Dutch Shell Plc is showing strong cash flow quality, balance sheet quality and operating efficiency, and valuation suggests a lower amount of price risk. . .Shell deserves a Buy rating. The primary reason the overall rating improved during the last quarter was an improvement in the balance sheet rating due to strengthening receivable and inventory positions; another factor in the upgraded overall rating was an improved operating efficiency rating."

Pim Keulen, Seeking Alpha (12/15/14)
"I discussed three reasons for investors to consider buying (more) shares of Royal Dutch Shell Plc: First, Shell already completed most of its restructuring program. The company will not start new large-scale projects in 2015, which I consider a plus given the current unfavorable market conditions. Second, Shell's 5.97% dividend yield is historically high, an attractive entry point for income investors. Third, I mentioned the risk of even lower energy prices."

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Investing Highlights
 
$451.2 billion in revenue 2013
 
19.6 million tons of equity LNG sold in 2013
 
External survey reports 2013 Shell brand value over $29 billion
catalyst Calendar
Q2
2015
April 30th 1Q earnings announced
Q3
2015
July 30th 2Q earnings announced
Q4
2015
October 29th 3Q earnings announced
Royal Dutch Shell Plc Content