Diversified Energy Share Discussion Threads

[bountyhunter] 20/11/2024 18:13

The rising US gas price affects the 20% of unhedged production but perhaps more importantly also the pricing of new hedging, as well as sentiment of course, unless you are short.

[putinaire] 20/11/2024 18:13

I have looked at all the criteria set for triggering downgrades. Overall, there is actually 9, only requiring 1 major or 2 minor threshold crosses required

And i think 7 of em are going to be wrong side early 2025

[putinaire] 20/11/2024 18:11

While the transaction hedges the majority of natural gas price risk and natural gas basis price risk for portions of time during the life of the transaction, significant changes in basis or long-term commodity price reductions could have a negative impact. Revenue constraints given the current hedge book, combined with negative production or expense changes, may also affect the transaction's ability to absorb stress in a downside scenario. Additionally, the transaction cannot be de-linked from the hedge counterparties; thus, a downgrade of a hedge counterparty below the respective threshold of the note's rating will affect the transaction rating.

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Know the threshold? Aint it below most funds outlooks into 2025?

[putinaire] 20/11/2024 18:09

Anyone notice the price flow up after that. Do you know why?

I have been watching an amazing 'cash' report being structured. It will be a doozy

[putinaire] 20/11/2024 17:59

Asset backed securitization - even the performing wells are not DEC's anymore

[putinaire] 20/11/2024 17:57

Im looking at all the acquisitions everyone is happy to dump out this time of year at best price

Hilarious

[putinaire] 20/11/2024 17:55

Makes no odds to DEC anyway since they hedged 80% at what price?

[putinaire] 20/11/2024 17:53

And even that requires a good night

[putinaire] 20/11/2024 17:53

At best you hit last winters 3.44/3.63s

Thats not a breakout. Thats just same as last year in a higher business costs world today

[putinaire] 20/11/2024 17:51

No chance..absolutely noooo chance

[kaos3] 20/11/2024 17:47

agre ... hence i bought yesterday 3ngl
dec is at the upper range border imho tomorrow i will sell the rest of my dec trading allocation

[bountyhunter] 20/11/2024 17:32

Keep an eye on the US gas price, which appears to be breaking out as I suggested might happen a couple of days ago.

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[action] 20/11/2024 17:14

Because that variation in price don't know what to believe. Atleast sitting on profit now plus divi received so far.

[drk1] 20/11/2024 16:52

Don't you just love an intra-day reversal - we ain't seen that for months!

[tsmith2] 20/11/2024 14:49

same as we've been seeing recently?

[putinaire] 20/11/2024 11:52

Some peeps are more interested in the private commentary based upon public commentary. An Identifier some say. LOOOL

[putinaire] 20/11/2024 11:23

i doubt they 'really' want the 250 world

A wholeeeee new scrutiny level

[putinaire] 20/11/2024 11:15

An ollll bee in de bonnet, is about to sting again post the settlement

[putinaire] 20/11/2024 11:09

Anyone see his most recent comments (after this)

[2wild] 20/11/2024 10:39

According to tip ranks the average price target is 1492p with a high price of 2450p and 900p low. That's quite a range, wonder if these analysts are looking at the same data.

[rolo7] 20/11/2024 10:22

hxxp://www.stockchallenge.co.uk/ftse.php
heading for fste250 entry

[putinaire] 20/11/2024 10:10

See the kill setting? Last close price call for buyers

Dudes - Run