Member Info for TerryM1

Jim800

I see you can't resist feeding your obsession with me, how long did it take you to come up with this convoluted explanation, I know what the FCF per share is, quite simple

Free cash flow per share = free cash flow / number of shares outstanding

Nothing to do with yield/market cap.

As AoC has correctly pointed out the only meaningful measure (perhaps apart from overall shareholders returns) on whether these acquisitions are accretive is the FCF per share and the fact I agree with him does not make me a parrot, I think for myself no matter now many times I am attacked, insulted, stupid comments on personal life, stupid videos are posted against me, looks like it is just you now. This is why I have had a far better prediction/trading record than you have managed. If you seem to know so much please explain why SP is in the gutter as HH rising to high levels (along with Oil) and now $4.255, perhaps you can spend some time and find the DEC SP when HH was last at this level and find some evidence why this is not a disaster for long term shareholders! I look forward to that.

One day you may be able to think about this for yourself and may just be able to see what is happening but instead you go off on one against me again, GIVE IT A REST and you will be able to reduce your anger and feel a lot better once I am not living in your head rent free.

In a few hours time we will find out, I am not hopeful given but SP performance but I do hope to be pleasantly surprised, I am fed up with Rusty over promising and DEC underperforming.

It has been as time since DEC has followed HH, the main things that affect the DEC SP are Rusty's acquisitions and fallout from them. In the past the longer period Rusty does nothing the more SP recovers (but not by anywhere near enough) but as the number and size of the acquisitions along with the fallout rises the longer that period has become and at present we have got to the point at best of just treading water. This company desperately needs a long period of calm and defiantly no more debt.

Perhaps today’s results (perhaps tomorrows for us as they are released some time after NY close) will help but not the usual Gordian knot, if we do not see significant recovery in the FCF per share (if they do not publish this you can make your own conclusions as to why) then another sign of the failed acquisitions strategy. However as the SP has not risen much if at all in the build up to the results I do not hold out too much hope but would like to pleasantly surprised but there is very long way to go to end the nightmare of this share which has not yet even started.

Sorry EPL no ESP

Couerdelion

Like it or not politics play a very important part in investing which includes taxes, with O&G even more so and it is politics that caused the ESP put on by the conversates when they were very weak (even though they said they would not) after a lot of constant pressure from Labour and left wing press knocking SP from a high of £4.50 to a low of £1.16 far more important than anything SQZ have done themselves even including tailwind.

Foe NS companies that can survive for 4 more years it is politics and tax that will have a far greater affect on their future and SP, for me it is about getting thought to the end of this government with as much damage limitation as possible and with a bit of luck we will see a huge rise in the prospects and the SP. Therefore anything that can bring an end to Labour or get them to soften the taxes on NS O&G will have a big affect on the future of SQZ and therefore SP.

The irony of it is Labour pushed for ESP for political reasons in opposition and now it is it biting them in the backside.

Dan222

"Non doms and oil companies are both leaving the UK."

Not just Non Doms but X labour minister/Lord and some others from Informa a FTSE 100 company

Informa boss shifts residency to UAE

https://www.cityam.com/informa-boss-shifts-residency-to-uae/

The boss of a FTSE 100 company Informa has shifted his residency to the UAE and stepped back from his role in the House of Lords, to run the data and events firm from what is one of its fastest-growing regions.

Lord Carter, who was the founding chief executive of media watchdog Ofcom, has relocated from the UK as part a wider reshuffle involving much of the company’s top brass.

Patrick Martell, the group’s chief operating officer, has moved to Informa’s New York office and the boss of its Techtarget unit has departed for Boston.

As well as

https://www.cityam.com/revolut-boss-abandons-uk-residency-in-favour-of-uae/

The boss of London-born fintech juggernaut Revolut has abandoned his main residency in the UK in favour of the United Arab Emirates.

Nik Storonsky’s updated residency was posted in fresh Companies House filings on the fintech chief’s family company on Tuesday.

Now just wait for the Budget to see the next wave depart, perhaps that's why my IAG shares are doing well.

Perhaps Lord Alli next, we can dream.

Woya

I believe these are just % of the shares on each markets so not a total as US short is 2.35m shares which is 4.87% giving 48.22m shares for US, also these are different for both markets. Looks like total shorts are around 9% which would makes DEC the most shorted share in UK, deja vu all over again.

Sorry Trusty Runty should have been Trusty Rusty, my spilling chequer, although it does have a some meaning on his Financial sense and ability to run a company.

MrG123

"Interest cut, further increase in gas prices and heading for the next dividend. DEC should be flying high."

Yet is is not and stuck in the gutter, now why can that be! perhaps Trusty Runty strategy of trash the dividends and fix them for years at the lower rate, dilute the shares, buy all you can at any price and put the company in massive fixed term high priced debt. Who would have thought we would end up here except all of those telling you it would.

You can add in an anaemic and sporadic BB program, some say it could of stopped because lack of funds so where has the $300m new debt gone and if there is no cash what has happened to the FCF which was meant to be rising as a result of the so called accretive acquisitions especially as HH is high. Got to be some very good reasons it you BB shares up to $14.35 ($14.50 not that long ago) and can't or won't buy them in the $12s.

DEC UK short position up a little at 4.21%, US 4.87%.

Perhaps OakBloke or one of the paid for brokers can explain why it has all gone so horribly wrong now for over 3 years but don't worry Rodney this time next year .......

Wasn't expecting this to help the SP, far too much damage done by Runt but a bit of background info.

Https://finance.yahoo.com/news/diversified-energy-achieves-gold-reporting-100000177.html

Https://news.stocktradersdaily.com/news_release/138/Understanding_the_Setup:_DEC_and_Scalable_Risk_102225120202_1761148922.html

Make of it what you will but on this analysis SP neutral to weak. IMO unless something drops before hand the next move will be determined by the Q3 results. A Gordian knot as has been so many previous reports is no good and will require a decent increase in the FCF per share not just putting accretive in front of things. Would also like some clarity on BBs.

Https://finance.yahoo.com/news/duke-capital-insiders-placed-bullish-083657037.html

Https://finance.yahoo.com/news/diversified-energy-announces-timing-2025-201500670.html

Diversified Energy Company PLC (LSE: DEC, NYSE: DEC) (“Diversified” or the "Company") is pleased to announce that the Company plans to publish its operational and financial results for the three months ended September 30, 2025 (the “3Q25 Results”) on Monday, November 3rd, 2025, after the US market close. The Company will host a conference call at 8:30AM EST (1:30:00 PM GMT) on Tuesday, November 4th to discuss the 3Q25 Results and make an audio replay of the event available shortly thereafter.

Https://www.marketbeat.com/instant-alerts/diversified-energy-nysedec-price-target-cut-to-1600-by-analysts-at-citigroup-2025-10-20/

Also

Diversified Energy (NYSE:DEC) Stock Rating Lowered by Wall Street Zen

https://www.marketbeat.com/instant-alerts/diversified-energy-nysedec-stock-rating-lowered-by-wall-street-zen-2025-10-18/

Looks like the usual Broker target prices, stock goes up brokers put the target prices up, stock goes down brokers reduce target prices.

Jim800

See you are feeding your obsession again

“As I have said before Rusty is the shorters best friend

Fact or negative Opinion?”

Fact that after numerous Rusty deals and more DEC became the most shorted share on the LSE, fact after Maverick fiasco DEC heading up the most shorted list on LSE and NYSE, who else did this work it out for yourself, it is not hard even for you.

“Rusty will do something to help you

Fact or negative Opinion?”

Every deal Rusty has done in over 3 years trashed the SP, fact.

“Definitely a fact - you do love a bit of repetition.”

Pot kettle, unfortunately you keep repeating the same old rubbish feeding you obsession with me so I have to call you out.

“so will come up with another cunning plan to trash the SP.”

Fact, as repeated so even you might get it one day, 9 cunning deals all trashed the SP, + the fiasco of shares for cash, fire sale of DEC shares as Rusty forgot to put the finance in place for Maverick deal and after using shares as part of the Maverick deal trashed the SP with secondary offer (probably more to come). Not exactly genius.

“I know you’ve admitted to us all that you’re living in a house you don’t want to live in, not married to the person you want to marry and living in a country you don’t want to live in - but think you’re over sharing your doom and gloom! Go practise smiling”

Anything else you want bring up to have a go at me, it is such good fun living in your head rent free, all this has turned you into GG, now try to give it a rest, it will help you mental condition.

MrG123

Stopping BBs was a green light for shorters.

Shorts gone up to 4.1% on LSE, NYSE 30th Sep 4.87%, increase of 5.86% from previous month and would not surprise me if more now.

As I have said before Rusty is the shorters best friend, Rusty will do something to help you or one of Rusty old deals will come back and bite the SP making cash for shorters.

As I have said many times the best thing Rusty can do for the for the SP is to resign or failing that do nothing, the longer the better, when Rusty does nothing for a time the SP stages a small recovery but Rusty can't stand doing nothing so will come up with another cunning plan to trash the SP.

Bobsknees

Dec is already listed on the NYSE and has been for a few years, see

https://www.google.com/finance/quote/DEC:NYSE

At present it is just about the primary listing location and has nothing to to with value of the company.

Bobsknees

I am not sure I understand the question, it is not about price, DEC will be moving it's primary listing to NYSE (now secondary listing) from LSE and then have a secondary listing on LSE. There is a good chance in time DEC will cancel the LSE secondary listing and have everything on NYSE as it saves costs but there is no information about any plans to do so.

Https://www.londonstockexchange.com/news-article/DEC/publication-of-circular-and-notice-of-meetings/17284394

"On September 30, 2025, Diversified announced its intention to move the Company’s primary listing to the New York Stock Exchange while retaining a secondary listing on the London Stock Exchange. The proposed change will be implemented by way of a UK scheme of arrangement pursuant to which a new US company (“NewCo”) will become the new parent holding company of Diversified (the “Transaction”)."

Looks like we are in for a name change, perhaps the old one is too tarnished.

Jim800

"This fund is $70mn over 20 years - numerous funds are expected to grow to over $650mn of protection - not this fund, total protection for WV."

Read the RNS, it states

"Key details of the AGREEMENT include:

$70 million investment from Diversified across the initial 20-year period, which is expected to grow over time to $650 million of financial protection to West Virginia."

The agreement is for this fund, not numerous funds which are not mentioned, that is clear as there are no other funds or agreements in the RNS.

"Diversified agrees to retire at least 1,500 wells in the first 20 years as the Mountain State Plugging Fund is established, increasing to a goal of 250 wells annually."

$70m is nowhere near enough for all DECs ARO obligations in WV, $70m will at best plug 2,800 at $25,000 a well, which is a low figure and perhaps why it is $70m for 1500 wells or perhaps DEC will retire more as it states “at least”. No matter how you look at it way below DECs wells in WV.

250 wells annually is $6.25m (at $25,000 a well not taking into account 20 years of inflation) where is this cash coming from if not from DEC as the $70m will already have been spent. This liability is on DECs books and I would expect DEC to have to have put more cash into this fund to cover these obligations.

I suspect the $650m figure is the estimate of the total cost to plug all of Decs wells in WV and probably includes inflation.

Wake up and smell the coffee, do some simple maths instead obsessing about everything I say and trying to put one over on me, just like GG.