Diversified Energy Share Discussion Threads

[scepticalinvestor] 18/6/2021 09:19

Mkt volatility mate, with millions of additional shares, it is something you need to become accustomed to now

[jaf1948] 18/6/2021 08:59

Does anyone know a reason for today's fall ?

[scepticalinvestor] 18/6/2021 08:54

Nice, bought a further 12k at 3.69

[lab305] 18/6/2021 08:19

Share price £1.06 , disgraceful , and that's after a very favourable broker report. Any headway at all is sold into. I was very happy in the £1.20's but it will seem like an age to get back there .

[gary1966] 17/6/2021 12:57

$ strengthening the week before the divi payout could be a bonus for those who haven't elected to receive it in GBP.

[gary1966] 15/6/2021 08:42

From the RNS on 19th May:

Initial hedge positions cover approximately 80% and 50% of remaining CY2021 and full-year CY2022 production, respectively, from the Acquisition assets

[spangle93] 15/6/2021 08:24

I missed the presentation, so have been trying to DMOR.

For the new, southern state acquisitions, is the production hedged at a higher price than the appalachian gas, or was it unhedged such that we can take full advantage of the rise in prices? TIA

[scepticalinvestor] 15/6/2021 08:14

Excellent, 110 hit!

[johnhemming] 15/6/2021 06:47

The jurisdiction in England is in fact England and Wales.

[cassini] 14/6/2021 21:18

You can however, 'identify' as English in the census. Which I did because I am.

Wee Jimmy Krankie north o' the border is determined to split the Union apart so get ready to identify as your chosen non-country...

[pdt] 14/6/2021 17:48

Just for information I completed the W8-BEN form but it was rejected. I stated I was from England but I have been told that England is not a country. I googled it and they are correct, England is NOT a country. You learn something new every day!

[senn1] 14/6/2021 15:02

1.40 this summer imho

[scepticalinvestor] 14/6/2021 14:45

110 today?

[pro_s2009] 14/6/2021 10:27

New First Berlin research note on DEC



.

[scepticalinvestor] 11/6/2021 16:20

crikey talk about a daily turnaround. should have bought in higher volume this am!!

[cassini] 11/6/2021 13:59

Speaking as someone who's seen a variety of his shares plummet by up to 50% in 2020 and then finally recover, the drop here presently doesn't seem such a big deal.

Maybe I've just become a bit battle-hardened after 2020 but if the price is still down here in a year I'd be mighty surprised. Actually, if it's still down here in 6 months, ditto.

Now anyone who bought DEC for capital growth may have a case for moving on - opportunity cost and all that - but when a stock pays 10%, I don't expect a lot of capital growth. I'd settle for it beating inflation...

Now is the time to add IMO, not later on when the divi is approaching and things are recovering. DEC regularly loses 10-15% around divi time, far more than the quarterly divi of ~2.5%. So anyone feeling like a gamble, sell out on the next big peak then try and buy back in on the next trough.

I reckon the next peak (corporate action notwithstanding) will be in August, synced to the divi, and the trough will follow generally within about 4-6 weeks of that.

[gary1966] 11/6/2021 11:57

10% of production unhedged for this year and so some benefit. Probably wouldn't be a bad time to increase hedging for 2022 & 2023

[lab305] 11/6/2021 11:49

NATURAL GAS. 3.258 +0.109 +3.46
Gas flying.......nothing to do with us however.

[fardels bear] 11/6/2021 11:17

There are very many companies out there that give you back neither your original investment nor any dividend.

[scepticalinvestor] 11/6/2021 10:04

i will be dumping at 130 in a few months. Not here entirely for the divi

[lab305] 11/6/2021 08:44

Great. In just over two years I will get my capital back via dividends. Terrific !

[scepticalinvestor] 11/6/2021 08:15

And added at 104.40.Next target to add is 102 but I doubt we will see that

[lord gnome] 11/6/2021 06:13

Just a thought from someone with an early morning cup of tea and too much time on his hands.Rusty wants to float in the US. Gnome predicts that the next, larger, fundraise will be in the US to finance an Oaktree deal and that this will bring the money and the quote that Rusty wants. I agree that the prospect of a further fundraise will hold back the share price until it is out of the way. I don't subscribe to the view that a US quote will do wonders for our share price. We may see 120-130 again. Gotta love those dividends if you buy this stock.An idle brain drift, but it might just hold water. This has certainly been a most interesting stock to hold.GLA

[senn1] 10/6/2021 19:51

Possible? but before that it would be walked up past 120p imho. No way they would raise down here.