Member Info for JC01

OB out with a hour video. I lost the will to live after 2 minutes . Nothing we don’t know already but good of him to try and explain the SP drop and he believes a buying opportunity.

Today’s RNS addresses the concerns I raised weeks ago.

Anybody would think House Brokers monitor what we have to say 😂💯. If they are listening as Investors we have every right to hold Management to account for the miserable SP performance. Maybe if DEC Investor Relations were to reply to our emails/concerns we might be able to spread some positive dialogue rather than being treated like mushrooms. It’s in everybody’s interest that DEC do well. We are more than happy to try and do our bit. Never forget whoever is listening it’s our hard earned money at stake and we don’t like losing money.

We remain ever hopeful the Maverick deal rerates DEC and that their PR/Comms with private investors improves considerably.

Terry,

Don’t give these idiots oxygen. Just filter and no engagement

Agree.

Hutson is not being held to account by anybody. Investors , Brokers et al just going along with his trashing of the SP , raiding debt just to keep ahead of the inevitable realisation the numbers aren’t as good as he makes out. If they were Total Shareholder Return should be a key component of Hutson’s measurement , remuneration and employment . It’s a simple concept and cuts through all the accounting 🐂💩. The long term shareholders are in deep negative TSR and Hutson is failing to address it

But it’s not a Billion dollar business . More like $600M if you’re lucky , although the accounts don’t even justify that market cap , and it’s been built on a huge debt pile paying exorbitant interest rates. This so called amazingly well priced transformational Maverick deal is an utter shambles despite it being in the background for 18 months .,First an abortion of an ill conceived fund raise trashing the SP and now possibly the deal won’t go ahead because of market conditions or significantly more shares have to be issued. Now the question is why are Maverick so happy and inclined to sell and get rid if it’s such a sweetheart deal ? Hutson the only clown in town willing to take it off their hands . Nobody else wants it !! And now to top it all off the SP going to be hammered because of falling oil prices. Ffs you can’t make it up with this giant Ponzi scheme of acquisitions

Just filter and don’t engage with an idiot.

The placing price was manufactured lower by Hutson and his Investor cronies , which gets us to the miserable YTD drop of 27%.

So what happens now on the Maverick transaction where they will receive 21.2m new ordinary shares representing $345m = $16.27 versus today’s SP $12.51

Can anyone shed any light on this ? Are Maverick going to be sitting on an immediate loss ? Would the deal have to be renogiated ? Any thoughts ? I raised this question b4 and didn’t get any response ?

Tennyson out on Research Tree today with more 🐂💩 trying to justify SP weakness. Hutson got well ahead of the curve on his catastrophic placing. YTD now down 27%

TENNYSON Morning news – Diversified Energy – Moving against the fundamentals, BUY on weakness Tennyson Securities, Energy Research 5 Mar 2025 Shares in Diversified Energy (DEC LN) ended the day down 3% yesterday, amid a wider sell-off in oil prices and energy-related equities (BP -6%, Shell -3% & Tullow -11%). The shares now sit 14% below the recent equity placing price of US$14.5/shr. The deterioration in sentiment was triggered by general risk aversion in financial markets and concern around global economic growth, as Trump introduced fresh tariffs on Canada, China and Mexico. Interestingly, Henry Hub gas prices bucked the broader trend, rallying strongly (+6% to US$4.3/mmbtu) – as record LNG exports buoyed demand hopes. At the same time, the dimmer outlook for oil prices, in the face of global economic uncertainty and more OPEC supply (rollback of cuts), has negative implications for associated gas supply in the Permian – a key source of future growth. The thesis is this may ratchet already tight supplydemand dynamics in US nat gas markets leading to even higher prices. DEC’s share price has a relatively close correlation with Henry Hub prices .Whilst the Maverick transaction increases DEC’s liquids weighting, dry gas still accounts for more than three-quarters of combined production and the prevailing spot price/forward curve remains an important driver of unhedged revenues/NAV. As such, we view the recent share price pull back and dislocation with underlying commodity prices as an attractive buying opportunity.

big ******* deal. joint brokers peel hunt, tennyson and stifel. all got their snout in the trough. have forever had a buy rating and double/ treble share price target. they aren’t going to say dec is a crock of **** 💩. their analysis not worth the paper it’s written on as the sp continues to tank. ******s the lot of them

personally i hate buybacks. i know all the arguments for and against but from what i’ve seen only supports a share price for a short time . show me the money in my pocket with a dividend and i still keep the share. dec ****ty little buys in the past achieved sweet fa. very little seems to give this any strong momentum

Agree 100 . The market is now awash with these shares

Terry. Agree . How would the Hutson sycophants rate the recent dilution ? Yes . Truly Genius financial engineering to crash the SP so his Investor mates can buy in at a significant lower SP and screw the PI’s AGAIN !! Some might consider it Genius financial engineering of a Snake Oil Salesman. The market so impressed with the today’s RNS’s that the SP has done sweet FA and is currently lower in the US. The market ain’t buying it and sees it for what it is . ALL SMOKE AND MIRRORS . HUTSON FIDDLES AS THE SP BURNS

Overview

Nothing will change with acquisitions. The organic growth won’t cover the annual production depletion.

From 27/01 RNS

This multi-basin scale also provides capital investment optionality for organic growth by acquisition or growth by high returns joint venture partnership development projects.

I nearly dumped mine at the beginning of the year .

Sadly got influenced by the Trump pump and LNG supposed opportunity if it ever comes

So Ameriprise must have gone under by dilution and now bought BACK up to 5%

The transaction detail as per the 20/1 RNS

So how has it gone so tits up considering everything in place ? Also if I read this correctly 21.2m new shares for a value of $345m at signing. So in my simple mind , if that is the agreed value , that is $16.274 per share. That is a 17% drop versus today’s current price. So are Maverick going to accept that on signing ? Or will even new more shares have to be issued or am I missing something. All thoughts would be appreciated . Also is anybody going to the General Meeting on 10/03. I am going to be there to confront these clowns

The gross Acquisition value of $1,275 million (inclusive of debt assumption) represents an approximate 3.3 times LTM EBITDA(g) multiple. Consideration is expected to be satisfied through the assumption of approximately $700 million of Maverick debt outstanding associated with its RBL, an ABS amortizing note and other outstanding credit, the issuance of approximately 21.2 million new U.S. dollar-denominated Diversified Ordinary Shares to the unitholders of Maverick valued at approximately $345 million at signing, and approximately $207 million in cash, with the mix of Ordinary Shares and cash subject to adjustment based on the outstanding amount of Maverick's RBL at Completion.

The combined company will have an enterprise value of approximately $3.8 billion as of signing. Upon completion, EIG will own approximately 20% of the outstanding Ordinary Shares, inclusive of the Ordinary Shares currently owned from previous transactions. The Ordinary Shares will be subject to a customary lock-up agreement.

The Company has received commitments for $900 million on a new upsized $1.5 billion, four-year credit facility which incorporates both the existing Diversified RBL and the new RBL assets from Maverick as collateral. The amended and restated credit facility provides necessary liquidity for the cash consideration of the acquisition and to refinance Maverick's RBL. Additionally, the Company intends to undertake potential refinancings related to other credit products outside of the Company's credit facility.

Quelle Surprise no reply from Investor Relations.

As I mentioned at the time I’ve never had a response and Tennyson the Brokers have become just as arrogant. Behind the scenes they’ve all got their snouts in the DEC trough somehow.

Ameriprise 5.08% to 4.78%

Jupiter reduced their shareholding 5.01% to 4.67% . They aren’t happy either with what they see. There will be more no doubt.

As we know there are no g’tees with Untrusty Rusty.

Having categorically stated the dividend at current levels are fixed for 3 years , I think that would just about tip US Investors over the edge. I really can’t see the Institutional Investors at this recent fund raising or Maverick wearing any kind of Dividend reduction especially after the additional amount of cash the new deal is supposed to throw off. But hey WTFDIK 😳