Diversified Energy Share Discussion Threads

[tsmith2] 11/7/2024 11:36

are shorters about to see sharp move up?

[kaos3] 10/7/2024 15:30

in my stupid mind nothing has changed for the better -

just taking care of the decline replacement for this year.

next transaction, drilling could change situation for the better

imho

[aleman] 10/7/2024 15:26

5.2% of May production added for net $100m - and with new drilling potential. Infill and completions possibilities were mentioned with the last acquisition. Does this mean ALL acreage might now be open to new drilling? And does it suggest the company thinks it should be worth nearer $2bn than $500m?

It seems quiet here, considering the news. Maybe some have been selling up as Americans have been acquiring stock?

[johnhemming] 10/7/2024 12:33

In the end, however, if the company can continue to grow its cash profit whilst the shorters try keep the share price down the long term will work out.

[skinny] 10/7/2024 09:57

"accretive" is mentioned 10 times - always a good term in an RNS.

[oneillshaun] 10/7/2024 09:51

The last couple of deals have done very little for the share price and today this one is looking the same.

[johnhemming] 10/7/2024 06:19

If anything should worry the shorters this acquisition should. It may be that the shorters don't understand the difference between a hyperbolic decline and an exponential decline.

The vendors are happy to sell at PV20, but get some benefit from an increasing share price.

You never know, but the vendors may even buy some stock. (later in the year when the transaction completes, but at that point the share price is likely to be higher).

[bazboa] 10/7/2024 06:05

New acquisition

[blue square] 09/7/2024 20:00

I am hoping we wont visit the 10's
Again J P Morgan further reduced
their short by 0.20%

[tsmith2] 09/7/2024 11:42

Through 12 and we target 14

[garycook] 08/7/2024 00:19

kaos3, Good article. Quite reassuring when you see the losses by these Shorts on DEC atm.

[kaos3] 07/7/2024 18:59

hxxps://theoakbloke.substack.com/p/dec-sent-predictions

[blue square] 07/7/2024 06:51

Disappointing drop back in New York
$13.58, which should see us back to
around £10.60p on open.
I guess it was wishful thinking
we could consolidate around £11

[2wild] 05/7/2024 18:21

Wrong thread

[marksp2011] 05/7/2024 11:55

and another one

I can see from the data that if the oil price moves 1%, ABC Oil moves 3%. ABC oli is thus a leveraged play on the oil price. Rather than trading oil with $100k I can trade ABC oil with $33k and so save my capital for the same degree of exposure.

I am not betting on ABC per se, I am looking at the oil price.

[marksp2011] 05/7/2024 11:52

Leonobull

There is a startegy called pairs trading where you short one stock and go long on another depending on how they are correlated statistically.

I might be short BAT, long KO because of how they move relative to each other.

Second thing, I have a 1M long and was feeling a bit nervous, I might take 750k short to lower my risk

Third thing. Suppose there is a binary event coming eg...an announcement of results. I might take 500k long with a stop loss and 500k short with a stop loss. If there is a big move in either direction my bad trade is closed out and the good one keeps running

Fourth one. I take a short and then, wade into the cash market and make my short profitable. People like GS do that everyday.

[drk1] 03/7/2024 14:45

@leonobull - I agree, it is a mystery as at these levels there near always tends to be a rumour, or a leak, or some potential bad news lurking in background, however the action across the pond suggests otherwise. The only good news is that at some point they have to close and with over 8% of the free float on loan, the impact of that will be signifcant!

[bountyhunter] 03/7/2024 12:32

Trump will probably win given the opposition, yes DEC would probably benefit from such an outcome.

[leoneobull] 03/7/2024 11:12

My question is why are they shortie? I don't mind shorts generally if a low % but why 2nd highest in the UK? It is counterintuitive. Shorts are often smarter than us yet US IIs are long. I don't get it!!

[saltaire111] 03/7/2024 11:00

With Trump likely to re-enter the White House, this stock will be a significant beneficiary. I can see this doubling with a Trump majority.

[drk1] 03/7/2024 07:27

Short interest up yet again - now at a mind-boggling 8.12%. Never seen anything like this before.

[bountyhunter] 03/7/2024 07:10

Russell 2000 effect? NY volumes are certainly higher.

[blue square] 03/7/2024 05:46

Large trade in the US of 75000 shares
after close at $14.13, which matches
the total volume in UK if you strip
out the UT trade here.
Fully expect the share price to
be £11 today.
The shorters have no future here
now because there are big US buyers
willing to buy cheap, so there is
limited downside IMO