Member Info for skier1

Times change. The CEO has a new plan. New year, new plan. Time to look forward. Not back. DEC is now up +11% from the low in a couple of days. One of the best-performing stocks on the market. The bulls are on the up.

That's the past, mate. Time to look to the future. A future where revenue is up, profit is up, production is up, gas price is up, debt is down, and buybacks are on the horizon. DEC is up +10% in a couple of days. Time to buy the dip and let it rip.

DEC is up +10% from the low point. The intraday reversals are a bullish sign. With revenue up, profit up, and production at a record high, the signs are finally looking upbeat. At a PE ratio of 1, against a sector average of 7, the upside potential here for DEC is huge.

Share price rising now in New York. A strong intraday reversal -- two days in a row. A bullish sign.

Well done to the CEO, for having the skills to pivot away from the old plan to a new plan.

* Old plan in 2023 = dividends and decay

* New plan in 2024 = investment, buyback, growth

It's important to invest with logic -- not emotion. The share price never looks back. Time to look forward. DEC has a new plan.

How many more times... As others have said, the New York listing in Q4 2023 clearly changed DEC's strategy for 2024 and beyond.

London is a small, decaying market of miserable investors weirdly obsessed with outdated dividends.

New York is a huge, soaring, confident market of sophisticated investors with ultra-deep pockets who want to see investment, growth and buybacks.

DEC has pivoted to a new approach.

The past is over.

New year = new plan.

UK investors need to get over their bizarre and outdated obsession with dividends! Time to move on. We no longer live in the 1970s. We live today in a post-dividend world.

DEC is making £400-600m of profit. DEC marcap right now sits at £425m. At just 1 x PE, it has huge upside potential. The average PE ratio today for a US-led oil and gas company is 7...

Bismarck,

Agree on the £20 target. At just 1 x PE today, and less than 1 x revenue, DEC is wildly undervalued. A quick DCF calc says £30-40 is closer to fair value.

It's great to see the company refocusing on investment and buybacks. Grow production, purchase shares. That's a much more sustainable future path than lazy, mindless dividends.

Organic traffic to the CLAI website is up +22% this month.

DEC is up +3% in the aftermarket.

Anybody who thought a 30% dividend was sustainable really needs a check-up from the neck-up.

It's important now to look to the future. Not remain bitter about the past. Share prices never look back.

Notrex,

That's the past, mate. Time to look to the future. There's a good journey building here now.

US investors are much more sophisticated than UK investors... Contrast that upbeat calm US blog with the anxious naive hysteria on here -- it's like night and day.

As posted this morning, it is a good set of results from DEC. Revenue is up, profit is up, daily production is at a record high, it has won an ESG sustainability award, debt is down, the dividend is rightsized, the dividend is still a very impressive 11%, it looks set to join the prestigious Russell 2000 index, and there are buybacks on the horizon. And, for a Brucie bonus, gas prices are trending back up.

Expect the DEC share price to rise tomorrow 👍

Reform is going to win 5-15% of all votes in the next UK nationwide election. It will be the no.3 UK party. But Reform will win 0% of Westminster seats (zero). The system is gerrymandered against new political entrants. Reform have no chance.

Err, Brindependence only began on Jan 31, 2020. Since then, the UK is the fastest-growing G7 nation worldwide for 2 of the recent 3 years. Exports to the EU are at a record high. UK is doing fine.

The share price may rally and rise from here. The uncertainty on dividend and debt are out of the way. There is a 3-year plan. And the gas price is trending back up.

Wales is sliding into the economic abyss. The region is in freefall. GDP per head in Wales is now lower than Russia. The situation in Wales has become desperate.

The US Fed meeting on Weds will be interesting. US inflation is going back up. But Biden has an election coming up and wants rates brought down. A push-me-pull-me dilemma. If the Fed gets it wrong, Wall Street will drop, and drag the FTSE down with it.

Think a lot of folks got a bit starstruck by the Beckham factor for CBX and overpaid.

Anyways, CBX is the past. CLAI is the future. And the global beauty tech (BT) market is forecasted to quadruple

from roughly $50b in 2020 to $200b by 2030. CLAI is playing here in an ultra-high-growth AI sector.

We live today in the modern 21st century of beauty tech and wellness. Not everyone is stuck in the 1970s! Read up on the L'Oréal / Modiface merger.

There are (at least) 23 facial features and 16 skin types and 7 skin textures and 6 skin tones. Not to mention (at least) 25 common skin conditions. Do the maths. Thousands and thousands of variations. Picking the right skin cream is actually (much) harder than it looks. For example, choosing a heavyweight moisturiser for some might cause an acne rash. AI can step in and, within seconds, recommend a lightweight oil-free moisturiser that does not cause an acne rash. AI can personalize / individualize skincare and help the customer look better, healthier or younger. For retailers, it can increase basket size, average spend, loyalty and revenue. AI can recommend a £10 moisturiser ahead of a £5 one.

CLAI need to get their AI wellness message out there. Let the market see what they got 👍

If you look at what happened to similar companies -- such as Modiface / L'Oreal (France) or Meitu (China) -- you can see the possibilities open up here. The AI beauty and "virtual makeup" industries are only just getting started.