Yes I agree. Completion of the Maverick deal could be a turning point, especially if the wider markets continue Friday's recovery. Good to see another quarterly divi in the bag; yield is just under 10%. |
Cheers Tag |
TGM, with 80% of supply pricing fixed going out for the next few years and therefore only 20% of volumes exposed to current market rates the outlook should be relatively stable for DEC, this is just not reflected in the share price which in my opinion should be much more stable than actual share price volatility suggests. The fly in the ointment is the constant M&A by Rusty with the on going periodic dilution of ownership and increasing debt to fund acquisitions.
I would personally prefer management to now concentrate on the assets they have and take a breather on M&A, while they pay down debt, drive efficiencies, build shareholder confidence in their operational methodology. |
I haven't been in DEC for a few years, what's the near term outlook i? I'm thinking with the macro LNG demand starting to ramp up now's a good time to look again at this company as a safe-ish place to park some cash against a bullish natural gas background |
Good to see the Maverick deal complete. I think there was some uncertainty around this. They issued the same number of shares despite the drop in the share price. |
4 weeks ago the price was 1335p and US Natural gas prices have remained firm. Suspect majority of falls down to momentum trading. I therefore expect DEC Will retrace the majority of the decline. |
How do you figure that 12 is coming? |
Looks like post Ex Dividend low is in. Good chance of getting a rise to £12 during next few weeks. |
Strong finish in US |
52 week low is 819.looking for a re-entry point |
How does that work the US is blue and the UK is red and significantly lower than the US |
Many systems have been developed over the past 50 years or so to cool big computers. Most of them depend on specialized adaptation of familiar technologies such as fans, liquid cooling (as for car engines), or refrigeration. They all require mechanical power, which is normally provided by an electric motor. The electrical power demand for this motor adds to that needed to run the computer.
This electricity can be generated by various sources. Perhaps the most reliable, flexible, and economical source for this generation is driven by a combined-cycle gas turbine, which is fuelled by natural gas. |
what fascinates me - they will be using generated heat to chill the computers. wonder.
how does it work ? reverse heat pump or what? very very interesting.
alchemy from middle ages
very clever. too clever for most so it is only reasonable for them to sell if they do not understand the company |
next i expect huge blocks of shares traded down here. then up we go. we will see. |
todays rns also explains the not so cheap methane purchase away.
what i like is the third special not explained hocus pocus financial blop entity being the party to the deal.
from the real estate i know such entities. they make everybody including the decision maker(s) happy.
dec is a system insider. it graduated.
special environmental, social, community high finance experts. my hat is off.
it also means they have willing highest tech wall street players already lined up. so i am invested with ai and the smartest around |
npv of their assets are drastically increasing in the long term.... all costs are fixed some of production is unhedged, new hedges at higher prices. all price increases will go directly to the profit line minus tax. superb cash generation with huge margin of safety. and the hedging loses will create a tax shield i assume.
and all the quants and II are wrong. i am right , becuse i am stupid and so i am lucky. as the good book explains. i hope it does not reflect my romantic life. fingers crossed |
Not translating to the price here?? |
It could be that because DEC has a lot of hedging and will hence make a non cash loss as the value of the hedges goes down (although the value of the gas goes up by more) this is driving a forecast non cash loss by DEC. |
ng is exploding higher btw
just as the doctor ordered |
2 facts - they substantially reduced the debt cost by the latest abs loan
and soon the accelerated oaktree debt repayment will end.
after that the cash flow will be strongly improved. if ng price improve in general - which i think they will - the cash flow might even "explode" in 2 years cca. until then it is hard.
easy shale gas is over. ng gas production growth is stalling. demand is getting higher. export, AI, even transport.
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i translated the above video as - maveric is not the best in geological terms. it is on the flanks and it is okish. but it might be much better - has potential when they tap into new structures. into a gardeners language.
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a negative that is not mentioned any where is co2 credits and coal methane .... under trump it might change for the worse ... but it is just an opportunity lost and not important in the grand picture |
Was a very strange market post UK close. Almost Q/Easing format. be an interesting week as that is not a good signal |
7 industries tanked into the red and 4 following. it does not look good. or at the very least, it's a massive gamble holding the weekend, when the city are afraid of it. |
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