Member Info for MrBeaky

Latest sub stack very interesting comments and insights replying to multiple posters here including Notrex and GG

This dog just keeps dropping. Roll on the results.

Anyone read The Oak Bloke’s new article about DEC?

Blackrock still increasing holding

Market doesn’t seem to be too impressed for some reason.

From todays SP action it doesn’t look like it generated much interest

How do you think the shorts will be feeling?

First big drop and GG is back. Welcome home GG!

Lots of short movement yesterday, Voleon capital reduced 0.1%. Meanwhile Qube Research increased 0.11% and Arrowstreet increased 0.1%. Crazy.

Any thoughts?

US is driving the SP higher yet again. UK market pathetic.

The next red day he will be back don’t worry.

Up to 1.02% short

Arrowhead Capital increase by 0.08% yesterday, 11th July

Must have been an error on the Lse feed which has since been corrected. JPM last movement was to reduce their short 0.1% on the 5th July.

You’re right, looks like JPM have closed their short or at least gone below 0.5% level

Up to $14.25 after hours, higher on the day.

Diversified Energy Company

Diversified Energy Company (LSE:DEC) is another energy share I’m keen to avoid for similar reasons. But this is not my only worry about investing here.

As of December, the company had a debt mountain of $1.3bn. And to try and get this down, Diversified announced plans to slash dividends by two-thirds. More severe action could come down the tracks too if oil prices experience fresh turbulence.

However, it’s not all bad news on the dividend front. The 8.4% forward yield on Diversifed Energy shares still smashes the 3.4% average for FTSE 250 shares.

In addition, the dividend rebase will give it more capital to make acquisitions to drive earnings growth.

That said, I still believe the risks of owning the company’s shares today outweigh the potential benefits. I’m not alone in fearing for Diversified Energy either. According to shorttracker.co.uk, it’s currently the second most shorted stock on the London Stock Exchange right now.

It has short interest of 8.1%, with nine hedge funds betting against it. Funds and institutional investors are sometimes mistaken. But they tend to get it right far more often. So this vote of no confidence is a big red flag to me.

Diversified Energy’s dividend yield suggests good value. But I think there are more sensible ways to source a market-beating passive income right now,

Dog stock at the moment.

Seems to be on its way back down to 14p again

I was on the ball today Notrex. Talking about balls. What happened to that happy ramper? I guess he got his target and sold out. Very wise.