Diversified Energy Share Discussion Threads

[97peter] 23/4/2024 17:22

Thanks Blue. Plus all have you seen the BoD and the bonuses in shares for all!! Disgusting at this time after the shenanigans and cick ups!!

[bluemango] 23/4/2024 17:01

#1954

There has been no official announcement yet, just guidance from the company that it will be 29c 'in June'.

[bountyhunter] 23/4/2024 13:28

The amount has been and is at the top of the header with the dates tbc

[97peter] 23/4/2024 12:27

Has the next ex - divi date and amount been announced yet? Cannot see it on their website or on ex-divi dates site? Cheers.

[97peter] 20/4/2024 18:12

Peel Hunt need to be buying at least 40,000 shares per day, not a messily 3,750. Then let’s see the shorters scurry back under rocks and the share price get to where it should be at £14.

[bountyhunter] 20/4/2024 10:02

Good find Leon, added to the header at the top of the scrolling window.

[leoneobull] 20/4/2024 04:47

Q3. How much of an impact does the model update have on the group's free cashflow?A3: It's a very material impact. So we've seen nearly a doubling of our group free cashflow estimate as a result of these updates for 2024, and a similar degree of increase actually into 2025.So, there's a few pieces that contribute that. The most material is the increased EBITDA that the company gets from that Oaktree acquisition and the production associated with it. There's also a pretty significant contribution from the very strong hedge book that it acquired as part of that acquisition and also improved incremental hedging that they've added over the six months since last update, and then the other moving parts into free cashflow.

[leoneobull] 20/4/2024 04:46

Matt Cooper peel hunt interview transcripthttps://www.directorstalkinterviews.com/diversified-energy-company-2023-results-and-financial-outlook-analyst-interview-summary-londec/4121152818

[stevensupertrader] 19/4/2024 12:15

Yes man - about a fortnight ago , quite a few here were carried away by the up up up, I took the opportunity to sell and reduce my holdings , glad I did it . Now DEC came back down to earth as gravity eventually took hold

[bulltradept] 19/4/2024 09:46

Price has come down 10% from its recent high though, and you, could argue going to get close to mid £10 region again..

[leoneobull] 18/4/2024 17:44

The share price started rising the moment topaz sold...

[bountyhunter] 18/4/2024 07:31

17/04/2024:
Another 3,750 shares bought back @£11.10 for cancellation.

[leoneobull] 18/4/2024 07:12

Nobody could accuse dec of manipulation the so at this paltry rate. Hardly worth issuing an RNS for a 35ks buy each time!

[elpirata] 17/4/2024 12:18

At Voleon, we approach investment management through the prism of machine learning, applying flexible statistical models to the problem of financial prediction. Our innovations in machine learning serve as the cornerstone for our success in applying rigorous data-driven techniques to financial markets

ie its just a trading bot clueless about the capital reallocation structure & ESG. Good luck with that one!

[drk1] 17/4/2024 08:01

and quite remarkably, Voleon Capitol have increased their short position. Now at least 5% of stock out on loan for shorting.

[bountyhunter] 17/4/2024 07:51

16/04/2024:

Another 3,750 shares bought back @£10.95 for cancellation.

[leoneobull] 17/4/2024 05:09

Doubling of fcf estimates as a result of recent updates in their model. Cynics might day of course, they cut dividend 2/3rds, but if balance sheet improves, so will sp

[leoneobull] 17/4/2024 05:05

Peel Hunt's Matt Cooper analyses recent results. FCF was ahead of their expectations and future interest payments expected to be lower, with a better balance sheet.From 2 days ago. https://www.directorstalkinterviews.com/diversified-energy-company-receives-positive-model-update-by-peel-hunt-video/4121151530

[bountyhunter] 16/4/2024 22:11

Tomorrow:

• Bank of America Investor Meetings- Wednesday, April 17th, New York City
Rusty Hutson (CEO), Brad Gray (CFO) and Douglas Kris (SVP- IR & Corporate Communications)

[bountyhunter] 16/4/2024 07:46

15/04/2024:

3,750 shares bought back @£10.97 for cancellation

[bountyhunter] 15/4/2024 22:25

bluemango, I added the tbc for the reasons you mentioned so probably they are just estimated dates (from dividend max) but as has been mentioned the amount has been confirmed.

[scrwal] 15/4/2024 22:09

The dividend is "sustainable" for the next three years so there is no guarantee it increases - it's also called a fixed dividend which implies it stays at 29c/qtr over the three years.
Whether it increases after the three years is unknown and should the company for whatever reason think it isn't sustainable then it will be cut.