Why Shell will benefit from this major global challenge

Why Shell will benefit from this major global challenge By Robert Stephens The world's population is forecast to increase from 7.3 billion today to 9.7 billion by 2050. That's a rise of 33% in just 34 years and this brings a significant challenge. That is how to balance the increased energy needs of a larger population of people with a required reduction in carbon dioxide emissions. Shell is on-track to become a leading light in this arena. Therefore, I believe it has a very bright long-term future. Shell (LON:RDSB) is intent on responding positively to the challenge of a higher population and a requirement for lower carbon dioxide emissions. In this sense, it is a rapidly changing business. Its acquisition of BG Group is perhaps the best evidence of this. BG adds significantly to Shell's LNG capabilities and makes Shell the world's biggest trader of liquefied natural gas (LNG). Although LNG is a fossil fuel, burning LNG emits 30% less carbon dioxide than oil and 45% less carbon dioxide than coal for an equivalent amount of heat. However, Shell is not about to become a pure play LNG producer. It is investing in other technologies as it becomes a lower-carbon energy producer. For example, it is now one of the world's largest suppliers of low-carbon biofuel through its Raizen joint venture in Brazil. This produces ethanol from sugar cane. Shell's lubricants also offer improved energy efficiency for motorists, while its increased offering of LNG as a transport fuel will help to diversify its low carbon offering yet further… Click Here To Read The Full Story The Master Investor Market Report The FTSE 100 closed the day at 6,895.86, a decrease of 23.56 points. The FTSE 250 fell 3.04 points to finish at 17,861.82. The FTSE All Share dropped 10.80 points to finish at 3,753.43. The FTSE AIM All Share ended the day at 818.82, down by 1.16 points. Film and TV content distributor Entertainment One (ETO) saw the valuation of its library increase from $1 billion (£0.77 billion) to $1.5 billion (£1.16 billion) following an independent review. The company is on track to add 1,110 half hours of new television content over the full year, while the film division should be able to cut $10 million (£7.7 million) in annual expenses. The shares rose by 6.24% to 226.40p. Don't miss our September issue! Click HERE to read. AIM-listed cloud computing specialist Iomart (IOM) has said that trading during the first half of the financial year has been in line with expectations, with both revenues and profits set to be significantly ahead of the comparative period of 2015. Management believe that they are well placed to benefit from companies switching to cloud-based products and services. The shares rose by 1p to 278p. Shares in precious stones miner and processor Gemfields (GEMS) dropped this morning after it earned revenues $11.1 million (£8.5 million) at two auctions of emeralds and amethysts. The two sales sold 81% and 86% of their stock respectively with more bidders than at the firm's other sales this year. Shares closed at 52.50p after recovering somewhat during the afternoon. Monday's news today Seeing Machines (SEE) will publish its final results. Quote of the day "Life is a moderately good play with a badly written third act." - Truman Capote Latest Stories Cloudtag: Technical target as high as 30p By Zak Mir If only we could all discipline ourselves to only picking on companies with charts like Cloudtag… Cloudtag (CTAG): Technical target as high as 30p Cloudtag has the current honour of being the most followed/trending and just plain loved small cap on the London stock market at the moment… Click Here To Read The Full Story October has got October written all over it By Evil Knievil I went short Canadian dollars yesterday and, this morning, shorted Japanese yen at 100.78 (i.e. bought it versus USD) on the basis of a Goldman Sachs note. It is astonishing that JPY have held up so long… Click Here To Read The Full Story How to build a property portfolio – part 1 By Caroline Drewett Getting into the second home market is the Holy Grail for baby boomers. Having a buy to let has come easy to them, as they've paid off their own mortgages and have had ample income in the decade before retirement to pump money into property... Click Here To Read The Full Story Plus500 finds support at 610p and targets 733p By Zak Mir It is normally the case that director buying or selling is significant as a signal of confidence or woe. We are reminded of this in the aftermath of the latest selling at Plus500… Click Here To Read The Full Story Wolseley's dollar earnings make it an attractive Brexit play By Robert Sutherland Smith I dubbed Wolseley shares an appealing post-Brexit play last June when the share price was 3,781p. I see no reason to alter that fundamental judgement even now that they are 4,244p… Click Here To Read The Full Story Join the movement on social media: Copyright 2016 Master Investor Ltd, All rights reserved. You are receiving this email because you opted in at our website. If a Daily Bulletin is too frequent, why not opt in to our once weekly mailing list for a round up of the week's news straight to your inbox. Once Weekly Round-Up Our mailing address is: Suite 88, 22 Notting Hill Gate, London W11 3JE Master Investor is a trading name of Master Investor Limited. Material contained within Master Investor Magazine and its website is for general information purposes only and is not intended to be relied upon by individual readers in making (or refraining from making) any specific investment decisions. Master Investor Ltd does not accept any liability for any losses suffered by any user as a result of any such decision.

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How to build a property portfolio

How to build a property portfolio By Caroline Drewett Getting into the second home market is the Holy Grail for baby boomers. Having a buy to let has come easy to them, as they've paid off their own mortgages and have had ample income in the decade before retirement to pump money into property. However, it is not just the baby boomers that have the opportunity to buy other properties. It can now be in the grasp of savvy Millennials too, if they play their cards right. Building up a property portfolio is time consuming and takes a lot longer than traditional investing with a bank or capital investment company. It takes an average of 2-3 months to buy a house, and (very approximately) costs £3,000-4,000 in solicitors' fees, surveys and land registry alone, without factoring in stamp duty. But that doesn't mean it isn't worth it. For a start, investing in property means you have control over your own money; it isn't in the hands of a banker you've never met. It is also a solid investment. As with all investments, markets fluctuate, but some are quicker to recover, or slower to fall, than others. Crashes like the one in 2008 are not a regular occurrence. For years, there has been talk of London's property bubble bursting due to lack of foreign investment, Brexit, or yet another recession. But unlike with stocks and shares, people need property to live, which helps the market to maintain a certain level of stability… Click Here To Read The Full Story The Master Investor Market Report The FTSE 100 closed the day at 6,915.81, an increase of 66.43 points. The FTSE 250 rose 64.01 points to finish at 17,856.29. The FTSE All Share climbed 31.51 points to finish at 3,762.16. The FTSE AIM All Share ended the day at 819.75, up by 1.83 points. Shares in outsourcing and professional services outfit Capita (CPI) plummeted 26.72% to 698p after the company said that its performance during the second half of its financial year had been below expectations due to delays in client decision making and slow downs in IT enterprise services. Revenue growth for the year is now estimated at 4-5%, while the forecast on underlying pre-tax profits has been cut to £535-555 million from £614 million. Don't miss our September issue! Click HERE to read. Entertainment outfit Merlin Entertainments (MERL) increased group revenues by 10.6% over the 38 weeks ended 17th September, though in constant currency terms the improvement is 3.7%. Strong improvements in the resort theme park and LEGOLAND divisions offset weaker results elsewhere in the business caused by challenging market conditions. The shares fell by 5.86% to 442.10p. Shares in AIM-listed CFD trading platform Plus500 (PLUS) dropped by 14.40% to 642p today after the company's founders sold a combined 15.5 million shares. In a statement, the firm said that they were looking to diversify their investment and will continue to hold 22% of the business.  Tomorrow's news today Fresh GDP and current account estimates for the UK will be published tomorrow. Quote of the day "Gambling: The sure way of getting nothing for something." - Wilson Mizner Latest Stories Plus500 finds support at 610p and targets 733p By Zak Mir It is normally the case that director buying or selling is significant as a signal of confidence or woe. We are reminded of this in the aftermath of the latest selling at Plus500… Click Here To Read The Full Story Wolseley's dollar earnings make it an attractive Brexit play By Robert Sutherland Smith I dubbed Wolseley shares an appealing post-Brexit play last June when the share price was 3,781p. I see no reason to alter that fundamental judgement even now that they are 4,244p… Click Here To Read The Full Story Time to clean up AIM By Evil Knievil Yesterday evening BBC Radio 4 considered fraud at AIM. Apparently AIM has raised circa £100bn since it kicked off in the mid nineties. Accordingly, one can imagine why its progenitors within the LSE are not much minded to clamp down on fraud… Click Here To Read The Full Story S&P 500 is a perfect charting sell By Zak Mir With Deutsche Bank the next Lehman Brothers on this side of the pond, and a Punch & Judy Presidential Election Stateside, there is no reason and no justification for indices like the S&P to be near all time highs… Click Here To Read The Full Story Why I'm buying into SolGold's spectacular ascent By John Cornford My taking a profit on a small proportion of my stake in SolGold after its spurt to 12p following Newcrest International's offer to buy 10% at 6p per share is looking silly now that the shares are touching 18p – after what looks like a mini-buying stampede today... Click Here To Read The Full Story Join the movement on social media: Copyright 2016 Master Investor Ltd, All rights reserved. You are receiving this email because you opted in at our website. If a Daily Bulletin is too frequent, why not opt in to our once weekly mailing list for a round up of the week's news straight to your inbox. Once Weekly Round-Up Our mailing address is: Suite 88, 22 Notting Hill Gate, London W11 3JE Master Investor is a trading name of Master Investor Limited. Material contained within Master Investor Magazine and its website is for general information purposes only and is not intended to be relied upon by individual readers in making (or refraining from making) any specific investment decisions. Master Investor Ltd does not accept any liability for any losses suffered by any user as a result of any such decision.

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Wolseley’s dollar earnings make it an attractive Brexit play

Wolseley's dollar earnings make it an attractive Brexit play By Robert Sutherland-Smith I dubbed Wolseley shares an appealing post-Brexit play last June when the share price was 3,781p. I see no reason to alter that fundamental judgement even now that they are 4,244p. The latest annual results suggest that life remains tough at the operational level, with margins scarcely improving. However, outside the US the company has the UK and Scandinavia on the drawing board for reform and change to make these businesses more efficient. In my view, a rise in interest rates in the US should be good news for Wolseley because it will betoken more economic growth with more inflation to go along with it. There are several things that in principle make plumbing and heating equipment supplier Wolseley (LON:WOS) attractive. First is the fact that most of its business is outside the UK, and thus largely free of the incessant wrangling about what Brexit means, when it will happen and where it will take us. Moreover, with over 81 per cent of the Group's business in the US it gives UK investors the knowledge that this is at least one UK cyclical investment that will exist mainly above and beyond the fate of the UK economy over the next few years, as it slips anchor to search for new markets in the seas under the flag of the World Trade Organization… Click Here To Read The Full Story The Master Investor Market Report The FTSE 100 closed the day at 6,849.38, an increase of 41.71 points. The FTSE 250 rose 163.57 points to finish at 17,792.28. The FTSE All Share climbed 23.82 points to finish at 3,730.65. The FTSE AIM All Share ended the day at 818.09, up by 2.84 points. Shares in supermarket chain Sainsbury's (SBRY) dropped 9.80p to 241p after the company reported that like-for-like retail sales fell 1.1% during the 16 weeks ended 24th September. The firm blamed the fall on lower food prices and pointed out that transaction numbers and volumes had improved over the period. The acquisition of Home Retail group was completed on 2nd September. Don't miss our September issue! Click HERE to read. Engineering outfit Smiths (SMIN) booked revenues of £2.95 billion for the year ended 31st July, a 2% improvement over the prior year, but pre-tax profits dropped by 2% to £451 million. Management said that its oil services division was experiencing rough market conditions, but recommended that an increased dividend of 42p be paid. The shares climbed 4.04% to 1,443p. AIM-list pharmaceuticals group Clinigen (CLIN) reported revenues of £339.4 million for the year ended 30th June, an 84% increase over the prior 12 months following the acquisitions of Idis and Link Healthcare. Profits before tax climbed 65% to £51.2 million despite the increase in expenses linked to the takeovers. Shares in the firm rose 27.50p to 705p. Tomorrow's news today Merlin Entertainments (MERL) will publish a trading statement. Quote of the day "Indecision may or may not be my problem." - Jimmy Buffett Latest Stories Time to clean up AIM By Evil Knievil Yesterday evening BBC Radio 4 considered fraud at AIM. Apparently AIM has raised circa £100bn since it kicked off in the mid nineties. Accordingly, one can imagine why its progenitors within the LSE are not much minded to clamp down on fraud… Click Here To Read The Full Story S&P 500 is a perfect charting sell By Zak Mir With Deutsche Bank the next Lehman Brothers on this side of the pond, and a Punch & Judy Presidential Election Stateside, there is no reason and no justification for indices like the S&P to be near all time highs… Click Here To Read The Full Story Why I'm buying into SolGold's spectacular ascent By John Cornford My taking a profit on a small proportion of my stake in SolGold after its spurt to 12p following Newcrest International's offer to buy 10% at 6p per share is looking silly now that the shares are touching 18p – after what looks like a mini-buying stampede today... Click Here To Read The Full Story Jim Mellon: The things keeping me awake at night By Jim Mellon With the gaggle of visitors to my Spanish lair abating with summer, I've had a lot of time for thinking lately. It's been a quiet time for markets, seemingly, but there have been opportunities, some of which we've taken, and others which we outright missed… Click Here To Read The Full Story Barratt Developments: Imminent triangle breakout targets 350p By Zak Mir While the housing market is clearly still one of the main topics of conversation at dinner parties, and continues to hold up despite a fall in mortgage approvals by a fifth in August, the real issue is perhaps whether the rebound for housebuilders can continue… Click Here To Read The Full Story Join the movement on social media: Copyright 2016 Master Investor Ltd, All rights reserved. You are receiving this email because you opted in at our website. If a Daily Bulletin is too frequent, why not opt in to our once weekly mailing list for a round up of the week's news straight to your inbox. Once Weekly Round-Up Our mailing address is: Suite 88, 22 Notting Hill Gate, London W11 3JE Master Investor is a trading name of Master Investor Limited. Material contained within Master Investor Magazine and its website is for general information purposes only and is not intended to be relied upon by individual readers in making (or refraining from making) any specific investment decisions. Master Investor Ltd does not accept any liability for any losses suffered by any user as a result of any such decision.

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