Witcher Geralt of Rivia investigates whether Big Oil can keep its promise to shareholders amidst falling crude prices and whispers of financial strain. Is it time to 'toss a coin' to investors, or is a storm coming?
Witcher Geralt of Rivia investigates whether Big Oil can keep its promise to shareholders amidst falling crude prices and whispers of financial strain. Is it time to 'toss a coin' to investors, or is a storm coming?

The Beast of Burden: Sinking Oil Prices

Hmm oil prices dropping faster than a griffin with a belly full of sheep. Seems our 'esteemed' energy giants are feeling the pinch. They promised shiny coins to shareholders dividends and buybacks all that jazz. But with crude prices taking a dive like Dandelion after too much mead one has to wonder if they can keep their word. Wind's howling and not the good kind.

The Witcher's Contract: Promises Promises

These energy execs always confident like a noonwraith in broad daylight. They claim first quarter earnings were 'robust,' whatever that means in a world where a drowners are more reliable than a weather forecast. But some pointy eared analysts the kind who always see trouble brewing reckon their balance sheets are stretched tighter than Vesemir's patience. Someone's lying here I can sense it. Gotta be careful when trusting these 'honorable' gentlemen...

Rystad's Warning: A Blizzard of Doubt

Erlingsen from Rystad Energy chirps that market volatility leaves 'few economically attractive options.' Translation: they're stuck between a rock and a hard place like trying to reason with a Bruxa. Shell and ExxonMobil pushing ahead with buybacks while the money tap runs dry? Sounds like a recipe for disaster. 'For now the majors are holding the line.' Famous last words before a Leshen attacks. Looks like I need to prepare my blade

Buybacks on the Block: First to Fall

So if the Skellige storms keep brewing what's the first to go? Those fancy share buybacks apparently. Easier to axe than dividends they say. Flexible like a succubus in disguise. Weaker crude prices mean less gold to spread around. Investors getting antsy and a Witcher knows antsy investors are worse than a flock of harpies fighting over carrion. I need to watch my back

Record Payouts Reckless Spending?

Last year these companies shelled out a whopping $119 billion. More gold than the coffers of Vizima. Rystad's lot call it a 'record breaking payout.' Payout ratio jumped to 56% way above the usual. Keep this up and they'll be giving away more than 80% of their cash. Sounds like someone's been hitting the Fisstech a bit too hard. This could get ugly.

The Prophecy of Doom: BP's Woes and the Future

Bank of America's already predicting cuts especially for those with stretched balance sheets. BP Repsol Eni – names whispered in hushed tones in the taverns of finance. BP's already trimmed its buyback. Down to $750 million the poor dears. Lydia Rainforth at Barclays thinks BP's future is 'really bright'… if they survive the next six months. Hmmm sounds like a silver tongued merchant trying to sell a cursed artifact. Maybe I should give them a visit? "Evil is evil Stregobor,


Comments

  • No comments yet. Become a member to post your comments.