Diversified Energy Share Discussion Threads

[aleman] 10/1/2022 08:20

July 2023 contract


free stock charts from uk.advfn.com

[gary1966] 10/1/2022 07:24

lab305,

Well unless more hedging has taken place since the last update then we have 25% exposure to spot price in 2022 and so it is material and could make a substantial difference to cash flow, given the growth in production as a result of the acquisitions last year. It should also speed up Oaktree hitting the 10% IRR so that our stake is increased to 60% in each of the joint ventures.

[lab305] 10/1/2022 07:02

Natural gas in good recovery mode. Let's hope that this year we can get some more profit from it.
NATURAL GAS
4.139 +0.223 +5.69%

[outsizeclothes.com] 07/1/2022 22:38

asp5 - agreed, esp with great markets for both oil and gas.

[asp5] 04/1/2022 17:18

trade volume ~5M shares which is above normal - so movement upwards not due to thin trading. Even at £1.50+ broker targets the yield would still be around 8,5% ..... can't believe we will stay at these low levels for much longer

[my retirement fund] 04/1/2022 16:51

looking good

[johnhemming] 04/1/2022 16:01

>wonder what is triggering the sharp rise
Most of the broker targets are north of £1.50. The threat of a methane tax has subsided. People are feeling generally positive about the economy because Omicron is looking like something that will assist to bring the pandemic issues to a close.

[gary1966] 04/1/2022 15:46

Hopefully some reality on what a cash cow this company is and how prudently it is run to ensure very substantial dividends and debt repayment. Remember 25% unhedged now and so getting good upside with where the spot price is. That could make some big inroads into the debt pile very quickly, not that debt is at high levels.

[asp5] 04/1/2022 15:37

The new year has started well - wonder what is triggering the sharp rise

[dunderheed] 29/12/2021 07:22

Nice end to the year from DEC.

[1knocker] 28/12/2021 11:24

Yes. One despairs that all the combined wisdom (?) of the governments of the world has been directed to the challenge of changing from fossil fuels to renewable energy sources without the means of transition being given proper (any?)consideration. Surely they have noticed that there is no switch to flip for an 'at a stroke' change? I guess that having convinced themselves that there is a money tree after al, there must be such a switch out there somewhere too.

[johnhemming] 28/12/2021 11:04

The problem for governments is that people need energy to do things. The amount required can be reduced by either efficiency which is hard or doing less things which people won't like. As it stands there is a gap between the expectation of energy and the availability of renewables.

[1knocker] 28/12/2021 09:20

If the price of gas stays at anything like these levels, it is going to be difficult for governments to keep clamping down on gas production. From a purely economic viewpoint, this high price makes the transition to renewables less affordable, and from a political viewpoint it risks damaging public acceptance of carbon reduction policy. Common sense dictates that gas be embraced as a transition fuel, though I am old enough to know that common sense does not necessarily win when 'targets' are at risk of being missed. When did any government ever acknowledge that a target was mistaken, or even an opposition point that out when it is easier simply to berate the government for mining that target than to assert that the target was counterproductive to achievement of the broader objective?

[bountyhunter] 27/12/2021 20:56

US natural gas up 9.03% today - the largest daily gain since October on chillier forecasts.

I don't have the Appalachian figure but assume it's also up.

[holts] 25/12/2021 07:59

Thanks all for replies

[1knocker] 24/12/2021 19:47

And a Merry Christmas to our phantom downticker as well. Its the season of goodwill to all.

[1knocker] 24/12/2021 17:44

Best wishes to all for Chistmas and the New Year. Plenty of excitement here in 2021, but hey, we over 3 figures for Christmas, and the Dec divi has stocked up the drinks cabinet.

Many thanks to all for their thoughts and insights - as usual I learned most from those with which I did not agree - made me think.

[scrwal] 24/12/2021 16:08

ii paid 2.55p net of the 15% tax ie gross 3p in my ISA- I don't have any elections to receive dividends in sterling.

[wllmherk] 24/12/2021 15:32

Same here CASSINI, in my ISA,

wllm :)

[cassini] 24/12/2021 14:25

HOLTS,

Pretty much dead nuts 3p/share. That's in a SIPP.

[holts] 24/12/2021 11:56

Anyone on ii who has a W8-BEN in operation could you please tell me how much div per share you received in Sterling ?

[webby] 23/12/2021 17:01

AJ Bell SIPP Acc held through II

[webby] 23/12/2021 17:01

AJ Bell SIPP Acc held through II

[cassini] 23/12/2021 14:08

The div arrived in my ii sipp yesterday. Got the full 4 cents as usual.

[yaesu] 22/12/2021 15:38

Webby
What type of account was your div paid in to ?