Member Info for Clued

Https://www.bloomberg.com/news/articles/2024-08-29/shell-set-to-cut-20-of-jobs-in-some-oil-and-gas-divisions?leadSource=uverify%20wall

Sawan will definitely keep SHEL "moving on up" !!

Tedmak, "Can anyone suggest a catalyst to narrow this gap as I am struggling to think of any."

BP's next Trading Statement shd underline the undervalued sp. II's are behind the scenes (presumed but surely they must be as low sp obvious to all) talking to the BoD re strategy to reverse this decline. Otherwise Auchincloss and his merry helpers will soon be signing on some dole somewhere !!

Neversellshell22,

https://www.goldmansachs.com/insights/articles/peak-oil-demand-is-still-a-decade-away

so quite a way to go yet before oil isn't wanted even if GS Forecast somewhat optimistic.

Oil we know for certain will go up on average and that is because OPEC and the Saudis will keep it high, demand for chemicals and plastics

requiring oil will increase and the switch to EV's will not happen as fast as forecast because they are simply too expensive especially for those who buy 2nd hand ICE cars.

HBR is way undervalued and will shoot up once the Poo price downward manipulation reverses.

Misspelling sorry - their not there !!

No sign of why this fell effectively 9% from its Fri high except for the UT 353,571 at 16:35 which could mask the transaction ? If it was an II selling surely there transaction would have to be visible in the day's transactions or do we have to wait for an RNS ?

Great post Mulder. Rusty's doing a great job following a well thought out plan.

TerryM1, great post, at least Rrb1981 and greygeorge generate some lively creative conversation. Another motive for Rrb1981 de-ramping here, if indeed in the US at all physically, is being a disgruntled ex-employee or ex-supplier or similar. Narcisism, sent by 'God' to save us from ourselves (as you also allude to) would be a fascinating motive, like most of us only read about these people (Dr Harold Shipman and Leah Betts) who were narcisistic in a criminal 'save pain' sense) !! Must be interesting being a psychologist studying social media on-line behaviours and how latter differs face to face !! I'm a strong believer in forcing on-line apps to have systems that more reliably can identify on-line accounts, but not holding my breath !!

Well done notrex , you have much more patience than me dealing with highly suspect posters like Rrb1981 and greygeorge. Most other boards I read have less of these de-ramping and ramping suspect types and contribute to the board to enable other posters and encourage fruitful debate. Maybe Rrb1981 'thinks' at some individual level that he/she/they should try to 'save' us all with opinions, but constant near bully-level posts of fundamentally the same opinion raises a slightly modified line from "Hamlet" "I think thou doth [argue your opinion -modified] (protest -Hamlet) too much". To avoid doubt, when one argues something excessively then there can be a reasonable suspicion that there are non genuine motives behind the behaviour. We're not stupid people on this board Rrb1981. We, like all of humanity, make stupid mistakes sometimes, but I really believe DEC will come good in the medium term. The Shorters are making hay here while the sun shines, but when the Winter comes for the Shorters we'll have our glorious Squeezy Summer !!

Bensi, Fools aren't always wrong, even a broken clock is correct twice a day !! I agree with Fools in this case that HBR is way way undervalued.

Yea Betterdaze, it pi55es one off seeing how timid the BP BoD are. If it falls to the 350's I'm gonna get out my guitar and hit London underground for more funds although invested here a lot already.

It's highly inethical and dishonest the way HMG continue with the EPL Windfall Tax even though there us now no windfall tax scenario. One can hardly criticise individuals tax evading if one doesn't also admonish the low ethical standards of a Govt that tries to appear respectable, and to think its leader was the UK Chief Prosecuter and is a barrister !! What a joke....

Ukraine war latest: Europe could face Second World War-scale security crisis this year, experts warn; UK to send hundreds of missiles to Ukraine

In a visit to Germany, Volodymyr Zelenskyy provides an update on Ukraine's invasion of Russia's Kursk region. Meanwhile, analysts warn a Trump election victory could trigger a major security crisis in Europe." Sourced from Sky News tonight in case anyone selling Defence and Aerospace cos thinks Jesus has come back !!

Kokomo, thanks. Couldn't help seeing HMG as the abusive dishonest entity (the EPL is a Windfall Tax, but there is no longer a windfall situation so HMG are actually stealing) and HBR as the abused victim breaking free whilst Freddie Mercury sings !!

Demar, luck is needed with every share !! The Demotion effect is materially within DEC's sp by now I'd say.

Rrb1981, still at it here.

What ARE your motives constantly de-ramping DEC and Rusty ? Have you a financial motive, eg you are shorting or being paid by II Shorters ? Have you an OCD type mental neurosis which 'compels' you to post here ? What is it please, for if you don't answer then we'll assume the financial motive. Others will see your answer, but I won't as I'm blocking you (maybe notrex, Terry, etc... can cite your answer) because I'm fed up of reading your obsessively compulsively delivery of repetitive opinions which I disagree with. You and greygeorge have materially degraded this board and it's not because of your opinions, it is because of your constant repetitive posts all saying more or less the same thing and always with negativity. If you

were, maybe you are doing so, to operate face to face with people as you do here then you'd be told very quickly to f off or you'd be ostracised. It's as if you are trying to force your opinions down all our throats so you keep at it compulsively constantly. Maybe you should see a psychiatrist ? Good Luck.

TrojanHorse, there's an air of manipulation alright. The sp went up c 2% to 513.50 early on and then dropped fairly evenly from 8:45 ish to the finish. Volume was c 782k which is c 0.15 % of the issued shares. Looks like MM Manipulation tbh.

Algos misinterpreting negatively the CFO's 'sale' of shares to satisfy tax obligations ???

Well said Jim800. Rrb123 is compulsively posting the same posts on the Alpha board as he posts here. I think he's a Shorter and trying to sow doubt in DEC without any facts. He may even be connected with greygeorge and I've assumed both are "male" gender, but who knows these days !! I also have other LTH Vodafone and ITV so plenty of patience for dealing with DEC on a LTH basis. Not every share provides the growth returns of RR. and BA. which I also have !!

Gas Up 5.5% now !! Should reverse the DEC downward trend after FTSE350 rejection !!

Reslse, Yes, I have BATS as well as DEC and latter is less than 2% of my pf. But for other high divs there are many others currently cheap like LGEN, BP., HBR, PHNX, MNG, IMB, AV., BT.A, RIO, all with their own risks of course so DYOR. I only own some of them, but am watching the others.

Diversified Energy Company (OTCQX:DEC) -2.2% in Wednesday's trading even as KeyBanc initiates coverage with an Overweight rating and $18 price target, saying the company's transition to a full U.S. listing by 2025 should further increase visibility and align reporting with domestic markets.

Diversified Energy (OTCQX:DEC) does not drill and complete wells as its normal course of business, and instead primarily manages mature, low-decline natural gas wells it acquires from upstream companies looking to divest declining assets.

Thus the company's value proposition is the "ability to acquire assets at a discount to its PDP PV-10 value, optimize opex and production for the highly predictable production decline profile, leverage scale from existing field staff and midstream infrastructure in its operating areas, and hedge most of the production profile to secure unit margins," KeyBanc's Tim Rezvan writes.

The analyst believes the value of Diversified Energy's (OTCQX:DEC) 700K-plus net acre position in Oklahoma is "one of the most under-appreciated components of the company, one for which we see no value in DEC shares today."