The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
I have been sitting on this board observing for months. I am very bullish on DEC and definitely see this stock being able to hit the £40 per share range in the future.
The problem is people on the LSE act in fear and scarcity. The LSE is highly undervalued as a whole let alone the individual stocks within it.
I am bullish on DEC because Natural Gas and its products are still and will still be essential ingredients to many products and services across the world. I am bullish on DEC because this business has an excellent record of hedging. I am bullish on DEC because this isn’t an exploration company…. This is an ESSENTIAL service for plugging up gas wells across the USA of which there are many. This service is great for sustainability goals and brings extra monetary value by squeezing some more out of every well.
I am bullish on DEC because its dividend policy is unbelievably amazing!! Quarterly dividends at a high percentage… this is a company that is truly for the people.
I don’t really care at all about the day to day what does the CEO say. Look at the companies products and its impacts. It is doing very well. And we are all benefiting from the dividends. Even when this stock was going down it just meant you had the blessed opportunity to buy up more shares cheaper, so that when this stock rebounded you would be in an even better position that you ever would have been if the stock just went to the moon in one direction.
The UK needs that GameStop energy. Defy the big man. The big man is stunting the LSE. The British people and all those internationally that believe in the LSE need to bring that energy here and the day that GME energy comes… will be the day we all get rich overnight because the public took action. Instead of operating in fear mode being lead by the whispers of giant banks.
Engineerinvests you make some Interesting points
But
“definitely see this stock being able to hit the £40 per share range in the future.”
Many things are able to happen in the future like winning the lottery but what are the chances.
“ Natural Gas and its products are still and will still be essential ingredients to many products and services across the world”
Not if Biden/Democrats get there way and restrict US gas exports (already started).
“The problem is people on the LSE act in fear and scarcity. The LSE is highly undervalued as a whole let alone the individual stocks within it.”
The problem is DEC is also listed on NYSE which has done very little to add value to the SP.
“I am bullish on DEC because its dividend policy is unbelievably amazing!! Quarterly dividends at a high percentage… this is a company that is truly for the people.”
Well for me its dividend policy is not amazing, it is around 5%, the same amount I can get in an instant access account and far less than I can get in REITs, PHNX and many others. The only amazing thing is DEC dropped it by 2/3s in order to buy more wells after stating twice nothing has changed while planning this drop.
“ It is doing very well. And we are all benefiting from the dividends.”
I am not 5% is not great and if you mean by benefiting a huge capital loss to be used against capital gains not for me as it is in my SIPP.
“you had the blessed opportunity to buy up more shares”
I don’t feel blessed when I lose this much money, sure I could have made money if I could predict what the SP would do but then I would make more on the lottery if I could predict the winning lottery numbers.
I understand if you came in very early then ofcourse you’re still very underwater and it hurts I understand.
I times my entry a bit better… or rather I discovered this later by accident. So different perspectives. But I do feel this stock is primed for recovery based on its services and maybe future acquisitions to boot.
Even though I timed, I still went under water, and now I’m seeing that recovery almost cancel out all the decreases it had at its lowest point of £8 per share.
I invest in companies that are struggling in this way on purpose. This isn’t a struggling company in the sense that its business model is a sham and it’s going bankrupt.. that’s not what we are talking about here.
So if we agree this company isn’t going bankrupt then it is only a matter of time before you’re in the blue again and thriving, at which point you can make that decision whether you want the gains and go elsewhere or to keep taking the dividend.
For me, when this gets to around £30 per share I’ll consider selling because I don’t want US companies. I like only British companies that are international. So when I make a good bit of blue here I’ll sell and put it all on another stock that is devalued that is a British operating company. That’s my plan.
Because we aren’t talking about a company that is going bankrupt…. We therefore CANNOT lose as long as we hold until we are in the blue , there is no losing if you don’t need this money ASAP. Only traders lose. Traders and investors that need the money ASAP are the only losers on the stock market.
'...The UK needs that GameStop energy. Defy the big man. The big man is stunting the LSE. The British people and all those internationally that believe in the LSE need to bring that energy here and the day that GME energy comes… will be the day we all get rich overnight because the public took action. Instead of operating in fear mode being lead by the whispers of giant banks....
THE REVOLUTION WILL BE...interesting. 🙄
'...Because we aren’t talking about a company that is going bankrupt…. We therefore CANNOT lose as long as we hold until we are in the blue , there is no losing if you don’t need this money ASAP. Only traders lose. Traders and investors that need the money ASAP are the only losers on the stock market...'
I love 'Open Mic' Day on this board, a new comedian at every visit. 😊
Crikey! Just got back in and seen the latest rampathon - is this skiramp in a new guise? Maybe not - having read this naïve drivel I can't even take this latest clown seriously! LoL
P.S. You're up very early GG?
Notrex and GG, I have seen both your posts for months. None of your predictions have come into fruition and all your negativity has always been baseless. I love that you have both seen my post. Makes me happy that I can finally bully you both. Probably a bunch of divorced 60year olds whining about their pension going down 😂😂
Don’t you feel embarrassed by all your past posts that haven’t come to show any truth? You should probably be very embarrassed… but no you are both here repeating your favourite words “drivel” 😂🙌🏼 got to love a bunch of old crusty boys nearing their deathbed.
"I understand if you came in very early then ofcourse you’re still very underwater and it hurts I understand."
This all happened less than a year ago, I sold out in my trading accounts at a small loss (taking into account dividends) and bought a larger position in my SIPP so all current losses are less than a year old.
Yes Same time as me then, I don’t describe it as losses though. You only lose if you sell. And this isn’t a company that is gonna go bankrupt. Therefore, I will win eventually maybe soon maybe later, but I’ll only sell when I win. So I’m not worried at all. Investing is easy and boring.
"You only lose if you sell"
This is like saying my house burnt down with no insurance but it is all fine as I only lose when I sell and I am hopeful that with high inflation and land prices going up one day I will break even.
'... None of your predictions have come into fruition and all your negativity has always been baseless. I love that you have both seen my post. Makes me happy that I can finally bully you both. Probably a bunch of divorced 60year olds whining about their pension going down 😂😂...'
Two questions for you :
1) What was the share price when I started warning about DEC ?
2) What was the dividend yield when I started warning about DEC ?
Hey Terry,
That’s an awful example because if your house burnt down it is lost. If your stock goes down a little one day… it’s not lost.
US up and HH now 2.4, hopefully a good day tomorrow
'...The dividend yield is great for me right now nice 4times a year, perfect, and as high as any other LSE stock. Great...'
Oh engineersvest, you meanie ! Have a bit of sympathy and humility. There are many on this board who didn't have the guts, or the acumen to get out with a small loss a year ago and buy back in later at a better price.
They're looking forward to - what - about a 3% annual return now ? All the while wishing NG prices to rise, which is going to result in higher bills for us all , just so that their investment (sic) doesn't go down further still ?
Such a meanie. 👍
Told ya to buy HEX at a tad over 10p GG. Put the gauntlet down!
Baloney eh, lol!
You are the one that keeps selecting and ignoring aspects from peeps posts.
So I said let’s who see who is FOS and offered you a winner on the house!
I put a good pot into HEX and heading for 100% up in a couple weeks! Now my biggest position from 10.9p after top ups!
Enjoy your tea break! lol!
Trek baloney! lol!
I sought out HEX too, pretty happy but didn't get in as early as you.
Any other recommendations?!
If you're looking for another helium play, take a look at MSMN.
Hi Lincoln,
Atm no recs other than the usual’s which I expect to do well like PAF, SEPL and TRR which are slow burn. TXP looking v cheap now but difficult to call the bottom. Likewise DEST, DCTA & ROAD but they are pretty illiquid so it’s difficult to sell.
HEX is like a once in 3 year find. I would just buy more. I see 40p as a realistic TP in a couple months so still a 100% rise from here and then near 100p on any find!
Obviously unless it’s ‘fun’ money one should consider derisking along the way even though it’s a known helium producing fairway and it’s an appraisal drill.
So whilst I am aware of others I wouldn’t tip anything to bag along the same lines as HEX atm.
Also £1500 here is on the charts! lol! And I called it before ZAC!
Usual caveats
Trek
BMV also worth a look, for its huge gold mines in Asia.