Member Info for SD235

this goes straight to rustys directors talk interview. it's pre the election. rusty was fairly accurate in his election views.

https://www.***************************/diversified-energy-ceo-on-lng-deal-hedging-and-market-outlook-londec/4121175977

Irony

I am not sure what trump bump is supposed to be?

"Drill baby drill" is an increase in supply, clearly a negative.

Increased exports (licenses) is an increase in demand, a positive.

We also need to remember that we are 85% hedged, high gas prices today are good for next years profits, not this year.

Sometime this month early February there is normally an update. Decent returns from Action generally produces a jump in the share price. Todays move was a buy from an analyst.

Terrym1

"

I am so stupid that I have been very successfully investing in the stock market with large sums for over 35 years and so stupid I worked in good positions for top investment banks for a lot of my life and only left to retire. My investment in DEC is well into 6 figures and losses in DEC are easily covered by profits from other shares and you think I am stupid.

In terms of DEC I bought into a company paying 3 times more dividend than it does now, the dividend was cut because of a major change of strategy, remember 40% FCF was allocated for dividends and was told this was not changing. This all changed without a vote. This is what I grasp, the question is can you grasp it."

Blah blah blah

even if you are telling the truth and I don't believe you are, you have known for sometime what the stratergy is.

Move on your a whinging bore. Find another share to whine about, that is after all what you specialise in.

TerryM1

DEC modus operandi is clearly expansionary and has been for sometime. If you are to stupid to grasp that then you shouldn't be investing in the stockmarket never mind DEC.

Punter64

" So, what is your point exactly?" Your a troll was my point..... obviously!

You foolishly sold the shares with out a good reason, you panicked. So to make yourself feel better about your mistake you decide to play the troll.

Silly silly boy

Passed through £37. Just keeps on going.

To see if the NAV is reasonable, I always look at the dividend if the share price was equal to the NAV.

As the dividend for this year is 6.32p if trading at NAV it would equal 7%.

Compared to gilts a reasonable reward for the extra risk.

Other than interim which I thought was as expected. No news on sales or partners.

PS market agrees. Fell to far relative to the rest of the sector up 7% with what appears to be no news.

Purchased in my SIPP 52.12 in my ISA at 61.4.

SEIT will probably be a long term hold. A play on the renewables with out the worry of electricity price volatility.

More or less the same with my GSEO holding.

Skid35 aka halfwit

"A comparison to digi9 is just stupid and not a "similar situation""

That's what I am saying the market is wrong. Try reading instead of making knee jerk remarks.

Just because your parents called you stupid doesn't give you the right to do the same to other.

According short tracker down to 4.5%.

That's a helluva fall from its peak.

And 3.3% fall in the share price....well you can't have everything!!

Not buying small supermarkets in France. Omnichannel are never small.

40% ltv is near enough standard debt size in REITs.

Asda make up a tiny proportion of supr portfolio.

SEIT have 2 fast growing companies which need to fund. They have some RCF left but have said they need to sell something or find partners.

So market might be looking at what happened with digital 9 when they found themselves in a similar situation. In the end they had to sell that company and go into wind down.

The situation with SEIT is no where near as serious. But the market may see this uncertainty as a good reason to sell.

I think the fall is good reason to buy.

Unlike the other renewable infrastructure this is not dependent on power prices. Once the uncertainty is dealt with I would expect a return to a normal renewables discount or possibly a smaller discount. Upcoming market day may give us some more info.

I doubt Punter64 was even invested here. Just a troll leading a boring life . This is what they do for entertainment. I suppose it's better than watching porn all day. Sad little man.

I think £15 is achievable, possibly January maybe earlier!!

Anyway at last a bit of profit taking....subdued to say the least!

A steady decline in shorts or put another way the steady increase in buying is just about perfect for the share price.

28th is exdividend the shorters will need to start adding that into there costs. It really is time for them to leave the stage either to protect profits or to stop losses increasing.