gamesinvestor
09 Feb 2016
Re: The Mix LG -- What are your top 5 buys in anticipation of your May ramp up?I know you entered Centrica at the 200p level, and now HSBC (assuming you have).What else?Your downsides include :-Vodafone --- 170 ----- It's playing with 200 at the momentLloyds Bank --- 50p --- looks on the cardsIntertek ---- £20Astra Zeneca ---- £20Anything else you thing has a significant downside as well?Games
sanitary
09 Feb 2016
Re: The Mix Well, if oil has reached a near bottom, and I'd never be brave enough to claim that, you may be correct that shares are the better option pending a hike back to $100 a barrel in the coming months/years. Like others we'll probably take the offer as it stands and see where the markets take us.The LKH "cup of warm spit" option, is looking increasingly attractive.Still very entertaining to read everyon'e opinions, it's good to know many others are just as consfused as us.cheers Sanitary
gamesinvestor
09 Feb 2016
Re: The Mix "will be worth lots more by MAY"LG - What's happening in May?You gonna be dancin' round the Maypole and sing like songs?Games
lambrini girl
09 Feb 2016
Re: The Mix mr sanitary..DONT throw the towel in...go for MAX shares..will be worth lots more by MAY...
gamesinvestor
09 Feb 2016
Re: The Mix ""I beg your pardon, m8? Take the Johnny?""[link] use it to build my wall in Berlin!Games -- heh ho!!
sanitary
09 Feb 2016
Re: The Mix 1034 now and falling as I write......3.30pm London At least the boys in Bristol have given Mrs Sanitary and myself until tomorrow to decide.
LK Hyman
09 Feb 2016
Re: The Mix & Match dilemma redux Games,"I think I'll leave it a default and take the Johnny!!"I beg your pardon, m8? Take the Johnny?I wonder if someone in Shell is trying to massage the share price so that it ends up very close to 1469p at what must be close to the last minute for most brokers, in an attempt to try to equalise the number of people who want cash with those who want shares ... given that, in all probability, a helluva lorra shareholders will just opt for the default or get it by, erm, default?LKH on the flybridge
gamesinvestor
09 Feb 2016
Re: The Mix & Match dilemma redux 1 Hour to go to close and their's nowt in it - RDSB is trading at 1472Games -- I think I'll leave it a default and take the Johnny!!
LK Hyman
09 Feb 2016
Jacta est tessera Shell B is holding just above 1469p at the moment, so I've take the bull by the horns and elected for max Shell B shares in the election.I suspect that there will be more people opting for max cash than I had previously expected, because Shell has fallen back, so max share fans may get a better allocation of "extra" shares than we would have done if the Shell share price had held at a level well above 1469p.My guess (chust a wild punt) is that those opting for max shares will get mebbe 5% more shares than they would have got if they had merely taken the default. So anyone with a few thousand BG shares will find the exercise chust about worthwhile .... provided the Shell price doesn't slide subsequently below 1469p LOL.LKH on the flybridge right, time to move o
LK Hyman
09 Feb 2016
Re: The Mix & Match dilemma redux Damp,"You will get no sympathy from me if you elect to take "max shares" too early and the Shell share price goes down, like an anchor, before the last moment at which your broker allows you to make the election."Hmmmm .... it's heading down uncomfortably close to 1469p LOL. And it's nearly High Noon ...[link] on the flybridge it's make your mind up time, shipm8es
LK Hyman
09 Feb 2016
Re: The Mix Games,"will probably now opt for max B shares."Just keep watching the Shell B price, m8, right up until the last minute before you have to make your election with your broker. Provided Shell B is above 1469p at that last moment, opting for max B shares will be a sensible enough decision.LKH on the flybridge my last minute with YouInvest is close of biznay tod
gamesinvestor
09 Feb 2016
Re: The Mix "LKH on the flybridge, at anchor, eastern harbour, Alexandria"Don't forget to drink that cold lager in the bar in Alex!!I'm glad you sorted out this mess, as I'd resigned to accept the default out of boredom, but will probably now opt for max B shares.Games -- In a concentration camp in Berlin
LK Hyman
08 Feb 2016
Re: The Mix & Match dilemma redux Delta10,"They have stated in that same document that the "Shell B Share component value is variable""It is variable, m8 ... it'll vary somewhere between 1463.5p and 1469p. "the announcement of the Mix & Match Reference Price will be the 15th Feb which led me to my assumption."Indeed. That will have made many people to think (wrongly LOL) that the share price on 15 Feb will be the Mix & Match Reference Price. Poor wording in the Shell scheme document.Shell has made a giant rod for its own back by trying to bend over backwards to allow people to have so many alternatives. It prob'ly would of bin better if they had chust said "You will get £3.83 plus 0.4454 Shell B shares. Take it or leave it. No alternatives".That said, there are prob'ly a number of Cloggies who are desperately hoping that a lorra BG shareholders will opt for Shell A shares, so that the Dutch continue to have over 50% of the total number of Shell Group shares. They won't want to see Shell B shareholders (the old Shell Transport mob) having more shares than Shell A shareholders (the old Royal Dutch mob).But mebbe they don't care any more, I dunno.LKH on the flybridge
Damp Seaweed
08 Feb 2016
Re: The Mix & Match dilemma redux My motive was simply;RDS performed relatively well today.Hopefully oil prices are reaching a bottomThe divi is generous and even halved in the short term would be OKRDS is a long term investment, and I'm not overwhelmed with better things to do with the cash at the moment.
Delta10
08 Feb 2016
Re: The Mix & Match dilemma redux LKH,That is an interesting point of view you have on the mix & match, they have not made it particularly clear... I have to admit I had assumed (perhaps wrongly!) that the prices quoted in the document on the 22nd Dec were all only for "illustrative" purposes and that the price would be the Shell opening price on the 15th Feb (or the closing price on the 12th Feb ??)They have stated in that same document that the "Shell B Share component value is variable" and in the timetable that the announcement of the Mix & Match Reference Price will be the 15th Feb which led me to my assumption... I am quite sure they will instantly know how many shares need to be issued under the mix / match once they input that one "variable" The simple choice for me therefore was do I want cash or shares.. I suspect you are quite right in that we will probably all get pretty close to the default anyway.Not long till we find out for sure!!
