Added to YB: 2026-05-08
Pitch date: 2026-05-06
SHEL [neutral]
Shell plc
-1.89%
current return
Author Info
Don Wharton is Executive Chair of SureSwift Capital Victoria. He writes about under-the-radar compounders. Sign up for the newsletter.
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 244.9B
Pitch Price
GBP 31.79
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.61
P/E
14.96
EV/Sales
1.13
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
The Worst May be Over for TFI and Shell Deepens Canadian Gas Push With $22B ARC Resources Acquisition - Shell plc
SHEL (update): Acquiring ARC Resources for C$22B in stock/cash to expand Montney shale gas footprint in Canada. ARC produces 374k boe/d, has LNG Canada supply contracts. Strengthens Shell's LNG export strategy; Kitimat facility began operations summer 2025, Phase 2 expansion being considered. Shifts focus from oilsands to gas/LNG. Close expected H2 2026.
Read full article (2 min)