Diversified Energy Share Discussion Threads

[leoneobull] 05/5/2024 10:48

Agreed bounty..

[bountyhunter] 05/5/2024 09:26

Yes but I was talking about daily volatility. It's the futures prices which are most significant as they will affect hedging prices as hedging is extended.

[leoneobull] 05/5/2024 07:20

Except that in 2024, dec are 80% hedged and the collapse in US nat gas prices followed by a rebound does have an impact

[yupawiese2010] 04/5/2024 22:33

LLB.

AGM is on the 10th May, still awaiting details in respect of next div payment.

[bountyhunter] 04/5/2024 19:00

Agreed, while the trend is important daily volatility in the spot price is largely irrelevant to DEC.

[aleman] 04/5/2024 18:43

DEC only sell a modest amount at spot. 85% or so is sold forward. (That could change a bit over time and with acquisitions.) I do sometimes wonder if the DEC price seems to react to spot too closely. If you look at futures, they spiked when spot did but have not fallen back very far, e.g. the 8/27 contract, a range DEC would be starting to sell into around now, spiked from around $2.50 to $4.30 with the Russian invasion. It remains around $3.90 while spot has collapsed to pre-Ukraine levels due to a mild NH winter and record EU reserves at the end of it. DEC will be selling most of its predictable output at the futures prices that have not fallen back much, and which might be looking more at the booming exports to Asia in the next few years (driven by economic growth and the exploding uptake of domestic air conditioners, for instance) rather than current weather.

[leoneobull] 04/5/2024 17:50

Lorse, no problem. Sbdy on LSE mentioned this a while back and I saw a director's talk interview with DEC management team who confirmed joining the Russell 2000 could provide more interest, liquidity and lead to a higher share price Bring it on I say!

[bountyhunter] 04/5/2024 12:39

Yes Henry Hub is the main one to consider for unhedged production, links (and a daily chart) are at the end of the header, including to futures.

[lorse] 04/5/2024 11:56

Just followed the CME link. Is that the one for Henry Hub, and is HH indicative of DEC's likely 'future' fortunes?

[lorse] 04/5/2024 11:52

Thank you Leoneobull for enlightening me on something I knew absolutely nothing about.

Bountyhunter & justiceforthemany - which US Nat Gas figure should I be following or seeking out? Is it the HH ? Where best to find it, etc?

[leoneobull] 04/5/2024 05:15

The Russell US Indexes are designed to reflect the ever-changing US equity market, and the annual reconstitution process is critical to maintaining accurate representation.During this highly anticipated market event, the breakpoints between large, mid and small cap are redefined to ensure market changes that have occurred in the preceding year are captured.Companies are also revaluated to determine where they lie along the investment styles spectrum.?2024 Reconstitution calendarApril-ranking monthApril is "ranking" month when the largest US companies are lined up to form the preliminary Russell US reconstitution portfolio. In 2024, the rank day will fall on Tuesday, April 30.May- and June-transition monthsMay is the month that the preliminary reconstitution portfolio begins to be communicated to the marketplace. Beginning on May 24, preliminary lists are communicated to the marketplace and updates are provided on May 31, June 7, June 14, June 21 and June 28.The newly reconstituted indexes will take effect after the market close on 28 June 2024.

[leoneobull] 04/5/2024 05:13

Russell 2000 rebalancing in June....dec expected to be included. According to FTSE Russell, analysts anticipate that expected earnings growth among companies in the Russell 2000 will rebound by 28.2% in 2024.Should spark tracker buying and dec management think this will help the sp, as per recent interview

[justiceforthemany] 03/5/2024 20:57

Henry Hub
+30% in 1 month.

[laurence llewelyn binliner] 03/5/2024 13:07

Has the AGM date been posted yet or the next XD..?

19.03.2024 - the updated capital allocation framework will take effect with the recommended final dividend for 2023, payable in June 2024..

[bulltradept] 03/5/2024 12:59

Sbb1x2 May '24 - 16:15 -

"Looks like it will test 10 pound"

Don't give up your day job: Current £10.76 mid. :-)

[justiceforthemany] 02/5/2024 21:05

NAT GAS +5% today
Now above $2

[97peter] 02/5/2024 19:45

Over 300,000 shares traded today and I bet it is just 3,750 buybacks again. Come on Peel buy a 100,000 at between £10.50 and £11.00 and really do some buybacks and send the shorters into hiding, come on!!!! Come on Rusty get things done!!!

[bountyhunter] 02/5/2024 19:01

Give it time, US natural gas is up strongly this evening and you've always linked that to the share price rising here. 🔥

.......................

[justiceforthemany] 02/5/2024 17:35

Nat gas price is actually rising strongly. Usual rigging going on by the shorting hedge funds.

[sbb1x] 02/5/2024 16:15

Looks like it will test 10 pound

[stevensupertrader] 02/5/2024 16:03

SP looks like back to earth , for the last few weeks many here were carried away thinking this would be £12 or even £14 in no time and some even predicting £20 - ready make me laugh the way people can day dream 😴

[bdbd11] 02/5/2024 15:46

looks like that tree shake moment might be arriving. Good long term entry point to top up perhaps. Finger over the button ready....

[sbb1x] 02/5/2024 15:44

Saw a 1046 print.

[bountyhunter] 02/5/2024 07:34

HH up last night.

[stevensupertrader] 01/5/2024 22:59

Sp will drop further tomorrow . DEC afraid of vertigo