what fascinates me - they will be using generated heat to chill the computers. wonder.
how does it work ? reverse heat pump or what? very very interesting.
alchemy from middle ages
very clever. too clever for most so it is only reasonable for them to sell if they do not understand the company |
next i expect huge blocks of shares traded down here. then up we go. we will see. |
todays rns also explains the not so cheap methane purchase away.
what i like is the third special not explained hocus pocus financial blop entity being the party to the deal.
from the real estate i know such entities. they make everybody including the decision maker(s) happy.
dec is a system insider. it graduated.
special environmental, social, community high finance experts. my hat is off.
it also means they have willing highest tech wall street players already lined up. so i am invested with ai and the smartest around |
npv of their assets are drastically increasing in the long term.... all costs are fixed some of production is unhedged, new hedges at higher prices. all price increases will go directly to the profit line minus tax. superb cash generation with huge margin of safety. and the hedging loses will create a tax shield i assume.
and all the quants and II are wrong. i am right , becuse i am stupid and so i am lucky. as the good book explains. i hope it does not reflect my romantic life. fingers crossed |
Not translating to the price here?? |
It could be that because DEC has a lot of hedging and will hence make a non cash loss as the value of the hedges goes down (although the value of the gas goes up by more) this is driving a forecast non cash loss by DEC. |
ng is exploding higher btw
just as the doctor ordered |
2 facts - they substantially reduced the debt cost by the latest abs loan
and soon the accelerated oaktree debt repayment will end.
after that the cash flow will be strongly improved. if ng price improve in general - which i think they will - the cash flow might even "explode" in 2 years cca. until then it is hard.
easy shale gas is over. ng gas production growth is stalling. demand is getting higher. export, AI, even transport.
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i translated the above video as - maveric is not the best in geological terms. it is on the flanks and it is okish. but it might be much better - has potential when they tap into new structures. into a gardeners language.
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a negative that is not mentioned any where is co2 credits and coal methane .... under trump it might change for the worse ... but it is just an opportunity lost and not important in the grand picture |
Was a very strange market post UK close. Almost Q/Easing format. be an interesting week as that is not a good signal |
7 industries tanked into the red and 4 following. it does not look good. or at the very least, it's a massive gamble holding the weekend, when the city are afraid of it. |
its going to be oblivion later. Im guessing it applies to DEC too but you never know i guess |
i just bought some too and pushed share price over 9. |
superb. feeding time |
Who could have confidence to hold anything with Trump having the whole closed market weekend to himself lol. be no surprise to see a broad sell off tonight |
Same old pattern. US opens and the sell off begins.
The US short position must be false. |
keep typing ignored stuff joe
great job dude |
Im not having a pop at DEC btw. it ought to be wholesale |
US industries on the fire sale now from day highs. That started early. Cant see how energy index could stay up given nobody needs any lol |
only thing i do not know, is if it will be obvious by uk close or not |
Just looked and they made practically all related opens in the heavy distribution points at same time
Rarely is that not calling a big sector friday sell off |
Guys, US energy to collapse later |
like real estate. now is cheaper just to buy and rent out compared to build new or even renovate.
due to regulation, permitting, all the taxes - 60 - 70 % of money goes into nothing material in my country
so do not create. do not take risk. do not waste time. just buy and exploit basically.
when 70 % modern up mark is reduced to 20 % and taxes will be lower and permitting time is reduced 60 % - it pays to build in repair again
generally speaking
perfect times for people like me - not know how to work something creative and productive, lazy, stupid...
i hit the jackpot living now |
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