Added to YB: 2026-03-24
Pitch date: 2026-03-20
SHEL [neutral]
Shell plc
-1.22%
current return
Author Info
No bio for this author
Company Info
Shell plc operates as an energy and petrochemical company in Europe, Asia, Oceania, Africa, the United States, and other parts of the Americas.
Market Cap
GBP 258.4B
Pitch Price
GBP 33.96
Price Target
N/A
Dividend
3.25%
EV/EBITDA
5.56
P/E
15.25
EV/Sales
1.14
Sector
Oil, Gas and Consumable Fuels
Category
value
Theodosian Capital | Stocks Update 20/3/2026 - SHEL – Collateral damage
SHEL (update): Qatar Pearl GTL damaged in conflict but fire contained; facility safe. Qatar = 8% of gas liquefaction volumes, manageable short-term given regional shutdown since early March. Longer-term capex risk depends on conflict evolution. Benefits of global diversification vs concentrated geographies highlighted. Despite +25% YTD to ATH, not expensive at <12x 2027 EPS, 3.4% yield.
Read full article (1 min)