Diversified Energy Share Discussion Threads

[blue square] 03/6/2024 06:58

Another natural gas crisis for Europe ?
hxxps://unherd.com/newsroom/another-european-gas-crisis-is-on-the-horizon/#:~:text=The%20FT%20reported%20yesterday%20that,calm%20before%20the%20next%20storm.

[leoneobull] 03/6/2024 06:58

Isn't the coupon a lot higher than previous ABS, reflecting the higher interest rate environment? At least they can pull these off at investment grade

[bountyhunter] 03/6/2024 06:45

maturity of March 2033

[grahamg8] 03/6/2024 06:41

I assume Rusty knows what he is doing. Rate on ABS III was 4.875%, and ASB V was 5.78%, or at least that is what I have written on my ABS list. But certainly the timelines have been extended. He is sending a message to the doubters, and shorters, that DEC is in it for the long term. Onward and upward.

[this_is_me] 03/6/2024 06:17

Friday's close was the highest since Jamuary. This might be a hint that a breakout from the recent trading range could happen.

[tsmith2] 03/6/2024 06:12

V good news

[bountyhunter] 02/6/2024 18:08

Or use this link and save it as a shortcut or bookmark on your mobile or other device.



Mark a BB thread as a favourite to appear on that list by clicking on "Add flavourite" in green top left.

I use the above link on my mobile and desktop. I tried the mobile app but didn't like it.

[jimmladd1] 02/6/2024 12:40

On the phone app, press the star, bottom left in android, so it turns yellow, or there is a favourite button on the website l think.

[mondex] 02/6/2024 12:31

Does anyone know how to bookmark the BB's so they stay on the most recent threads?

[bountyhunter] 02/6/2024 09:07

It will take a while to work it's way to the top of their risk management department's biggest losers report! 😉

[leoneobull] 02/6/2024 08:31

Sbdy forgot to tell JPM's shorting department unless they jnow something we dont LOL

[blue square] 01/6/2024 10:48

J P Morgan gives their latest natural gas forecast
sees natural gas at $4.75 ave in 2025
hxxps://www.rigzone.com/news/jp_morgan_reveals_latest_oil_and_gas_price_forecasts-30-may-2024-176919-article/#:~:text=Broken%20down%20quarterly%2C%20the%20company,per%20barrel%20in%20the%20third
I averaged up early last week ,now 7000 shares AVE
£10.97 , I like this share for so many reasons

Price discovery to be found in US
LNG Terminals coming on line from the end
of the year
Pound could weaken on Labour government
The shorts are stuck, will have to close
Its still undervalued on present metrics
Bullish about natural gas price

other reasons as well

[bountyhunter] 31/5/2024 21:13

29 May 2024
Bridgewater Associates LP 0.86% -0.13%

30 May 2024
Voleon Capital Management LP 1.41% 0.10%

One reduced, one increased a tad just a day later, do they really have a clue what they are doing!?

[tsmith2] 31/5/2024 13:03

through £12 - V little resistance until £15

[drk1] 31/5/2024 06:55

Bridgewater slightly reduced their short position on the 29th (now down to 0.86% from them and at least 5.83% overall). More to come in the very near future methinks. ;-)

[tsmith2] 30/5/2024 22:19

Strong finish in US

[leoneobull] 30/5/2024 19:37

Swiss national bank has a newly reported small stake in dec, it appears. https://www.marketbeat.com/instant-alerts/nyse-dec-sec-filing-2024-05-28/

[tsmith2] 30/5/2024 15:43

Let's see what tomorrow brings

[croasdalelfc] 30/5/2024 15:37

Should be 1200 given the price in US

[leoneobull] 30/5/2024 14:47

It has been in a holding pattern for ages. I think the Russell 2000 plus management buys too much to bear for one shorter If one closes that should encourager les autres!

[tsmith2] 30/5/2024 14:15

shorts are at 6% (those over 0.5% disclosed). could be quite a spectacle.

[tsmith2] 30/5/2024 13:45

shorters starting to feel the heat? you would think so..

[tsmith2] 30/5/2024 12:12

Primed for a breakout

[sbb1x] 29/5/2024 14:29

Time to buy ... ?