Diversified Energy Share Discussion Threads

[mondex] 26/4/2024 12:03

CNX, Appalachia Peers Defer Completions as NatGas Prices Languish


Henry Hub blues: CNX Resources and other Appalachia producers are slashing production and deferring well completions as natural gas spot prices hover near record lows.

From Hart Energy

[leoneobull] 26/4/2024 08:58

Expect £ 15 within weeks if shorters disappear. Us open...fireworks?

[tsmith2] 26/4/2024 08:31

Hello shorters

[tsmith2] 26/4/2024 07:16

Jupiter picking up 5%?

[leoneobull] 25/4/2024 19:51

Nice to see JPM's short from the 880s on dec going so well

[mondex] 25/4/2024 14:38

EIA: US sets gas consumption record in 2023
US natural gas consumption reached an annual record of 89.1 Bcf/d in 2023, with monthly records consistently broken from March to November, according to the Energy Information Administration. The electric power sector increased its gas use by 7% last year, partly offsetting declines in the residential and commercial sectors.
from US EIA

[97peter] 25/4/2024 11:59

Still very disappointed in Peel Hint andDEC not buying at least 10,000 shares per day!! We need 25,000 per day to remove the shorters!

[leoneobull] 25/4/2024 04:24

NG price close to 2 usd in the US...most of DEC'S obviously hedged dar higher but at least spot has recovered a bit

[stevensupertrader] 24/4/2024 12:09

Dec share price afraid of height these days .
Going no where even with daily buyback 😢

[leoneobull] 24/4/2024 11:39

Yes, feeble. However they just made a 400m usd acquisition.

[bazboa] 24/4/2024 10:33

Surely they can do better than 3750 shares per day!

[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.