Bloomberg
Shell Breakup Would Get It Out of ‘Strategic Jail,’ Analyst Says
Royal Dutch Shell Plc should use an activist investor’s push to break up the company as an opportunity rather than a threat, according to analyst Paul Sankey.
“We put it to Shell management: This is your chance to get out of strategic jail!” Sankey wrote in a note Thursday. “Blame the mean N.Y. Hedge Fund for forcing your hand, and use this opportunity for radical change.”
He added that Shell could be split four ways: LNG-to-power, refining and chemicals, a Shell-branded gas station business, and a conventional oil and gas producer…
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