The Value Portfolio: Jan 23, 2018
Summary
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Royal Dutch Shell took advantage of the market downturn to acquire BG Group. That let the company grow by 50%, something that has supported production significantly.
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Royal Dutch Shell anticipates cash flow of $25-30 billion by 2020, and that could grow to almost $50 billion with recovering oil prices. That will result in significant reward to shareholders.
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I think LNG will be an especially rewarding opportunity for Royal Dutch Shell going forward. That could help the company’s cash flow to grow even further.