Member Info for JC01

Terry,

Don’t worry .

OB will make it clear for you 🤪

SD235,

Why would the SP suffer ?

IMO the partnership strengthens Diversified’s ability to pursue growth opportunities, manage risks, and deliver consistent returns, making it a strategically sound move for the business.

Enhanced Access to Capital. The partnership enables DEC to scale acquisitions without increasing its own debt burden. Positive

Operational and Financial Synergy. Carlyle brings deep credit and structuring expertise, while DEC contributes its operational know-how in getting the most from mature energy assets. This will generate steady cash flows and improve margins through efficiency. Positive

Strategic Positioning. The deal positions DEC as a leading consolidator in a market where scale and operational efficiency are now increasingly important, potentially driving long-term shareholder value. That’s what this business needs. Positive

Hopefully it doesn’t become a false dawn and I regret giving so much credit to the deal 😂

US Press Release

Diversified Energy and Carlyle Enter Strategic Partnership to Invest in Up to $2 Billion of PDP Energy Assets

Very promising indeed. Delivers growth without capital demands. Gains scale benefits across its operational platform while earning fee income, enhancing the efficiency of its business model.

https://www.stocktitan.net/news/DEC/diversified-energy-and-carlyle-enter-strategic-partnership-to-invest-ho10runs6uyn.html

As mentioned b4 imo v little going to happen until market gets to see the 2nd Qtr results in August and if Hutson is serious about improving shareholder value.

As we know oil and gas shares are seen as cyclical stocks, not growth stocks, due to their reliance on commodity cycles, lower long-term returns, and structural industry challenges. Add to that DEC’s dreadful SP performance, share dilution , high debt and appalling comms the market appetite is low to rerate. These so called accretive acquisitions are only shown as such upfront but never proven over time as Hutson just moves on to another deal topping the pot up.

MrG,

Spot on.

Sadly the Hutson sycophants don’t get it.

You don’t have to be a rocket scientist to work out how long to flush out the share giveaways.

Let’s forget Maverick for the moment as hopefully they will hold longer term.

East Texas raised $27m

Fund raise $135m

Approved share buy back this year £52.3

And we’re hoping for a rerate 😂

Hutson needs to get real serious about shareholder value and leveraging this Maverick deal. If he just keeps tinkering around the edges little will change

Terry,

You must be some kind of masochist wasting your time on Tweedle Dum and Tweedle Dee 🙈

Have a break and come back when the 2nd Qtr results are out in August.

As Mark Twain said “Never argue with stupid people. They will drag you down to their level and then beat you with experience “

Terry,

Still wasting your breath on Jim I see.

Just leave him to it doing what he does best. Licking windows 😂🙈

Terry,

Agree 💯

Unfortunately some just believe all the BS from Hutson, House Brokers , Analysts and OB’s regular deep dive waxing lyrical about all the accretive deals and give just a one line comment that none of it is reflected in the SP.

I wouldn’t waste my breath on a pillock like Jim.

His commentary is absolutely clueless and naive how to run a business. You repeat our thoughts time and time again and he just doesn’t get it and never will.

Terry,

Yep we’ve said it all b4.

I’ve already commented imo the market is waiting to see the 2nd Qtr results and in particular FCF, hedges, debt reduction, organic growth , land sales , BB’s and what else Hutson is doing to improve shareholder value. If he gets his comms right you’d like to think we start to get a meaningful rerate happening. If he announces any form of acquisition with Equity financing he’s toast. With sizeable FCF anticipated any future acquisition must be by cash and ABS which Hutson has alluded to b4 that there is a good market for DEC Assets.

Let’s hope this seriously improves. The anchor on it might be the number of shares waiting to be cashed in on assets acqured and the last fund raise debacle

Vista man,

You’re another one that can’t handle the truth of a business decimated by acquisitions funded by the dilution of the SP (At shareholders expense) and high priced debt to get Hutson out of trouble . A few % increases and you’ve got a hard on that all is rosy. Even when I’m all sold I’ll still hold Hutson to account. Filter me like I’m filtering you.

MrG,

Sadly that’s all the BB’s are doing. Just stopping the SP slide. There is absolutely no appetite for this business in either the UK/US

Hutson has destroyed any credibility how to create shareholder value. Comms are appalling . Today the only investors are some traders, income seekers or sellers to get out from loss positions into better assets. It’s range bound at best.

Terry,

I’ve been selling this dog down all year and into Helix Exploration. Great growth story and SP nearly doubled since early April. So much potential to come with solid investment ramping up full production a year earlier. So much good news to come 👍

Bbrinkw,

It’s already in the Russell 2000 from July of last year .

FYI . The Russell US Indexes will be reconstituted semi-annually, in June and November, starting in 2026 rather than annually as it is now.

We only need an uptick of 25% in the SP to get back to the beginning of the year 🙈

House Brokers. Peel Hunt , Stifel Nicolaus Europe Ltd. and Tennyson Securities.

All got their snout in the trough and not once come anywhere near their utterly ludicrous valuations which invariably are double or more where the SP sits.

Nothing but hype and jam tomorrow.

Ddubya,

I’m not certain that DEC would generate enough of a “Premium Listing” when it moves to the US Primary Listing by the end of this year. As I’ve mentioned b4 this is the death knell for the UK imo. Being here adds nothing except extra cost. A pointless exercise. The UK served its purpose in 2017 on AIM and 2020 when it moved to the Premium Market.

Here’s the reason for yesterday’s drop.

TENNYSON Morning news – Diversified Energy – Trump tax noise Tennyson Securities, Energy Research 13 June 2025 Shares in Diversified Energy (DEC LN) closed down nearly 6% yesterday at 1,031p, amid speculation over the enactment of proposed US tax policies on foreign companies. The concern surrounds a provision in Trump’s ‘One Beautiful Bill Act’ known as Section 899 which imposes increased taxes of up to 20% on income (and dividends to investors) generated by certain foreign companies with operations in the US. The Bill has passed in the House of Representatives and is currently being debated in the Senate. It has been dubbed a ‘revenge tax’ by the financial community, formulated in response to Pillar 2 tax initiatives (imposing a minimum global tax) being adopted by many countries including the UK/Eurozone. Trump withdrew the US from the Pillar 2 global tax initiative on his first day in office arguing it imposed extraterritorial jurisdiction and was discriminatory against US companies. Even in its current form, Section 899 is not expected to impact DEC, in our opinion. Unlike some UK-listed energy companies with US operations, DEC is headquartered in the US and a US taxpayer which is an important distinction. Furthermore, following the Maverick acquisition, DEC will no longer be classified as a Foreign Private Issuer (FPI) as more than half its shareholders (~72%) are US domiciled. Because of this, DEC is required to move its Primary Listing to the US under SEC rules. This is expected to be enacted by the end of Q4 2025 along with changing incorporation. Taking these points into consideration, we struggle to see how DEC would be caught up by the proposed legislation – thus yesterday’s share price action looks overblown.

Terry,

Have you got your rose coloured specs on 😂

Good to see the ambitious targets to release shareholder value !! Or cynically let’s keep a lid on it for the next mates rates dilutive acquisition.

Oh dear must stop thinking Hutson will have a cunning plan 😂🙈

In Capital Markets money talks and right now, its message to London is loud and clear.

We need more retail investing. We need to scrap the tax on share trading, we need pension funds to rediscover an appetite for UK equities and we need a culture that nurtures and celebrates growth, risk and investment.

London has many good Companies and Assets but as we know competition is fierce and it’s seriously declining. Government and regulators fiddling whilst London is burning down.