Diversified Energy Share Discussion Threads

[1knocker] 31/8/2024 11:31

Putin, so DEC is a sell at any price and over any timeframe? So far as i can see from your analysis, for you that goes for any company in the sector. I follow your analysis and, the conspiracy theory element aside, I see some force in it but gas is not going away any time soon, it is a cyclical industry and there will continue to be money in it for the better run providers. DEC's business model seems to me to be a sound one to see it through the rough times.

Now that you have set out your bear stall, if you have an interest in the sector (ie you are invested, or looking to invest in it) the time has come for you to enlighten us as to how to play the sector.

If you believe the sector is just one big 'avoid', why do you devote so much time and energy to posting about it? Possibly you play the short side. Nothing wrong with that, though I am a long only investor myself but if you are playing the sector, whether long or short, presumably you have a game plan?

[putinaire] 31/8/2024 11:21

Just had a look at gerbil forecast sources that reckon gas prices and few other neccessity commodities rise over 12 months

They obviously never looked at global central bank forum notes to the dangers of such re inflation and rates etc...and of course, how to ensure it doesn't occur . Example aid that will be given in Norway and the US to up supply and so on .

[putinaire] 31/8/2024 10:49

But thats general overview.

DEC:

Assured the shorters and main holders working together here

It's going to get low low. Suiting all parties

[putinaire] 31/8/2024 10:45

There is an irony surely not lost on you? Many funds get to distribute high as yiu lot buy a perceived commodity low

Matched trades

😂

[putinaire] 31/8/2024 10:36

Gas will fall throughout the winter and continue into 2025

But hey, what better time to finalise offloads?

'Winter is coming '

[putinaire] 31/8/2024 10:34

Their position is sort of like BP in a way at 520s. Been distributing for ages on high consolidation

[putinaire] 31/8/2024 10:33

I'd ask myself why gas specialist funds were seen to offload same time as natural gas double bottom liquidity really

[putinaire] 31/8/2024 10:28

Probably a weekly divergence or something, misleading them

[putinaire] 31/8/2024 10:27

Many also think gas prices may have double bottomed into September

Dear oh dear

[putinaire] 31/8/2024 10:24

Not sure why you would choose this for yield ?

Some heavily energy weighted etfs out there with yields varying from 8 to 10%. Risk spread via many holdings ie if one folds , who cares

So, a gas focused entity with short positions as heavy as the yield v the above seems pointless

There will be no bounce here of note above 200p

Shorters and holders working together here . They will be well paid and assured that a buyback period starts low , which also suits the holders

Buybacks in heavily shorted stocks font mean long term share price recovery anyway . As is seen in many through history

As for the yield itself plus buybacks failing to find support, its obvious the above shall be correct

[pdt] 31/8/2024 09:56

I bought some on Friday. The 10% yield is very attractive especially when UK rates are expected to get close to 3.5% over the next year or so. I also wanted some oil and gas in my portfolio. They are well hedged. With spot around $2 per unit gas rising to $3 according to futures throughout 2025 I feel the dividend will be fairly safe.

I forget the number but interest cover seemed okay as well. Shorters seem more likely to close as time goes by given the direction of interest rates and gas prices so there may even be some capital gain here. As usual time will tell :)

[putinaire] 30/8/2024 20:33

But just as a matter of interest, would you not be concerned?

Concerned that any corruption found may have been Feb to July 2024 re 800s to 1250s?

[putinaire] 30/8/2024 20:29

Your only hope would be to get the SFO involved somehow or the PRA in banks etc

FCA looooool

Probably advisors 😂😂😂

[putinaire] 30/8/2024 20:21

FCA? You might as well just complain to me 😂

[bountyhunter] 30/8/2024 20:06

Quiet here this evening, the silence is golden 🤫

There are 16 hidden posts from your filtered users.

[putinaire] 30/8/2024 19:53

Avance gas was a great run. Those days gone now though. Was easier punt it as some funds (pf note) added before she took off

[putinaire] 30/8/2024 19:44

Prescription (summary)

Whatever made yall buy, better stop believing in it still and thinking its market that needs Broadmoor 😂

[putinaire] 30/8/2024 19:42

Now, they are not circa 8% short in one company just based on what will affect all .

All the above is only a risk reducer

'They know something '

I don't think it's even taking on aquisitiins with bad forecasts

Something more....