Jan 6th, 2016
by John Donovan.
Jan 6th, 2016
by John Donovan.

No sooner are we into the new year than the stage is set fair for a classic showdown between City short- and long-termism.
This will be on January 27 and 28 when the shareholders in Shell and BG vote on the companies’ proposed £47 billion merger.
Until recently, and the fall in the oil price, I would have said it was a dead certainty the deal would get the nod.
Ever since 1997 when British Gas divested Centrica and became BG, Shell has thought of combining.
The industrial logic is compelling, the joint savings would be enormous, but Shell never did do much in a hurry. read more
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Jan 6th, 2016
by John Donovan.

One of the issues surrounding the takeover of BG by Royal Dutch Shell that most commentators have missed is that it will make RDS even more of an “Upstream” company than it is now. The exploration and production of hydrocarbons is ALL that BG does.
It is also by far Shell’s core business. In the circumstances it makes little sense for RDS to continue with its “Downstream” (Refining, Marketing, Chemicals, Trading …).
These Shell-branded businesses cry out to be freed from the yoke of having to exist in a largely alien world where they are starved of attention and capital. read more
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Jan 6th, 2016
by John Donovan.
Jan 6th, 2016
by John Donovan.

5 Jan 2016
OUR expert columnists here at The Manila Times continually remind of us of critically important issues we might otherwise have overlooked in our efforts to cover day-to-day news, a mission that is challenging even under the easiest circumstances.
One of those issues was brought to our attention again by Atty. Dodo Dulay, whose “Flipside” column yesterday addressed the incredible situation in which major oil company Pilipinas Shell – the local component of global oil giant Royal Dutch Shell BV – has been allowed to evade compliance with the 1998 Oil Deregulation Law for nearly 18 years up to now. read more
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Jan 6th, 2016
by John Donovan.

Arie Goren
Summary
In my opinion, at the current price Royal Dutch Shell is an excellent long-term investment, first for the generous dividend yielding 8.2% and second for a significant price appreciation when oil prices recover. In my view, the combination with BG is a smart move by Shell, and the acquisition of BG is expected to grow Shell’s reserves and generate meaningful synergies. The merger will accelerate Shell’s worldwide leading position in LNG and deep water. The worldwide leading position in LNG of the combined company will contribute a substantial growth of the company. Global LNG demand is expected to continue to grow strongly. My calculations demonstrate that even in the case of continued low oil prices, Shell will continue to generate strong cash flow due to a significant increase from downstream. Moreover, Shell has a strong balance sheet and good valuation, and its stock is currently trading below book value. read more
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John Donovan. There is also a
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