Member Info for redlse

Don't speculate on past move what potential did we miss DEC... to catch such move you need to invest in unhadged producer - simple. We are almost like a bank, they don't speculate on metal and have all position hedged, they profit from spread, commissions, small % but huge volume and safety.

Now what if the price of NG will stay here for decade, how unhedged producer will do? DEC is trying to minimize this factor and act like a bank.

I added small position down here to support the price inline with BB.

@Luke US listing .. you mean ADR or redomicile?

I think they need to announce to enable this option. DEC have strategy at what price buyback will happen... for me I would buy more assets or paid some debt.

It is USD/GBP game

What, few trades around 1000 pounds.... bots or 2 retails :)

I would keep this money for new takeovers... DEC had 3-4 Acquisitions per Year in 2023 only 1.

DEC is noname stock. Blinds just checking few parameters and DEC has big loss in their brains. Next AI generated trash articles like:Loss-making Diversified Energy (LON:DEC) - confirmation for blinds. And here we are with no buyers and slowly sliding down..

Few who reads reports, presentations are professionals and they have house rules and stocks like DEC can't be in house portfolio (idea) . We are the last % who can exploit this situation. Just don't go all in... I hope to see 60p & lock 25% dividend yield. DEC 30% of my stock portoflio and I wish to go lower :D mad world.

I opened account at FF Europe and transfer to POLY. AIX. KZ in a week. You need to deposit $100, migration will be rejacted with $0 account.

This drop on few 1000 pounds trade :). I am collecting diamond mines PDL, LUC. What is next play with GEMD - underground or 1000ct? :)

Https://schrts.co/PjmnNkrH

When ratio is high I am adding position to gas (DEC) . When this ratio will turn down to 12 I will add to SEPL. (FTSE stocks)

Based on ratio there are 2 ways now:

1. oil will go down and flat gas

2. oil will go up and gas will explode behind

They speak each other... what is their strategy?

I think resource company in current market situation must acquire assets.

The buyback will not give you FCF in the future. This is not like tech, or financial stocks where billions were spent without ideas for the future but for management bonuses.

Markets are made of blind hordes, don`t follow them.

I will move POLY to AIX (Freedom Finance Broker, ffin.kz) together with KAP.IOB

I have more damage with ADRs – Surgutneftegas, Norilsk, Polyus, and EVR has gone somewhere 😊

Acquisitions 3-4 per year... NG price is driver here. You get margin of safety at this level.

This period is from 2007... ? :)

I have shares on IB account (Interactive broker).I ask support to deliver me paper certificate but they don`t do that.
Position is still on my account with (0 value), no dividends,.. do I need to contact Evraz or just wait this to resolve?

My portfolio DEC
2021 at 5%
2023 at 34%

14% / year is OK ask Buffet :). They are moving to GULF where they will get higher prices (export, industry)...

Hello
I found new positions HUM.EXC and HUM.BSC, can someone explain?

First not good for short, there is one +50% :)

Look at chart on yahoo (max)
From bottom 2000 @ 300p to 2008 @ 2300p. (+666%)
Then down for 1,5 years. (-34%)
Next leg from 2009 @ 1500p to 2016 @ 4100p. (+173%)
Then down for 4+ years. (-70%)
Now up from 2020 @ 1200 to todays @ 2000. (+66%)

I would say that 20% + divi is good result for 1 year (for big cap), I would take some money off the table.
For example lock(SL) 1/4 of position and wait for weakness to add position.
This is large cap and I think 100% - 150% is huge gain in Billions.., with small cap I would take first bite @ +50-100%.

Bad thing with my method is that you will never get 10 baggers.
TGA from 200 to 800 (current 1400)
XOM from 37 to 87 (current 100+)

There is a cycle price movement every year. The top is somewhere in between the end of December and the first week in January. Bottom is around end of January, I am waiting for that point.

I think this cycle is because next two dividend are 50% smaller.

(First date is from previous year, % is my estimate from closing dates for possible short position over this period)
2000: 9 JAN - 30 JAN : -30%
2001: 26 DEC - 21 JAN: - 11%
2002: 6 JAN - 26 MAY: +50%
2003: 29 DEC - 2 FEB: -10%
2004: 4 JAN - 18 JAN: -4,7%
2005: 26 DEC - 16 JAN: -3,5%
2006: 25 DEC - 22 JAN: -4,9%
2007: 7 JAN - 14 JAN: -6,0%
2008: 6 JAN - 20 JAN: -10%
2009: 4 JAN - 4 MAY: -19%
2010: 27 DEC - 7 FEB: +6%
2011: 19 DEC - 23 JAN: -12%
2012: 25 DEC - 15 JAN: -7%
2013: 6 JAN - 27 JAN: -3%
2014: 22 DEC - 12 JAN: -5%
2015: 21 DEC - 28 DEC: -2,5%
2016: 27 DEC - 10 JAN: 0%
2017: 25 DEC - 15 JAN: +4%
2018: 30 DEC - 4 FEB: -16%
2019: 23 DEC - 20 JAN: 0%
2020: 22 DEC - APR: -30%
2021: 27 DEC - 21 FEB: -13%
2022: 26 DEC - 6 FEB: +12%