Member Info for TerryM1

Interesting article

https://oilprice.com/Energy/Crude-Oil/Oil-Is-No-Longer-Trading-Like-a-Market.html

Https://www.marketbeat.com/instant-alerts/diversified-energy-company-plc-nysedec-receives-consensus-recommendation-of-moderate-buy-from-analysts-2026-04-21/

A number of different institution ratings.

This is an interesting article

Oil Is No Longer Trading Like a Market

https://oilprice.com/Energy/Crude-Oil/Oil-Is-No-Longer-Trading-Like-a-Market.html

In the long term will be good for DEC but for me ENOG stands to benefit more, I am looking to increase my position with them if price goes a bit lower.

The problem is there is restricted LNG export capacity in the US as Biden banned new plants being built, since Trump construction has started but these take a long time to complete so for now the War has very little affect on HH prices and for a time to come US Gas is in effect a pretty much closed market. In time there will be more LNG exported but we may be looking at a Democrat Government with all the ESG and ARO issues that brings.

After peaking on 30 Mar DEC SP has been back to it usual ways and in the last 5 days has fallen between 4.01% to 6.8% against it peers, unfortunately BAU.

Snappa

Agreed, although it is great to see this rise it has a very long way to go just to break even for those who subscribed on many of the fund raises, it has to be remembered that the IPO price was 96p late 2020 so over 5 years of no dividends and inflation need to factored in. Given the huge dilution that has happened since IPO it will be a monumental task to get to break even for those unlucky enough to have believed the hype and bought in at the IPO. One day Rodney, one day.

"What's not to like about this company"

Profits!

Still at least going in the right direction and my losses are reducing.

Https://www.stocktitan.net/news/DEC/diversified-energy-tr-63cf0be8icj4.html

Looks like they knew it was good time to get out or reduce.

For now DEC SP is going down quite a bit on good news on War and up a little on bad news, not a good place to be.

Just got this dated today

"Liquidation Payment - Update With reference to our liquidation notice dated 13th March 2026, we advised that abrdn Diversified Income & Growth plc intended to issue a liquidation payment on or around 13th April 2026. The company have now issued an update, advising a delay to the payment timetable. The payment is conditional on completion of the company's sale of its interest in the Andean Social Infrastructure Fund. The company intend to make the distribution once the sale is completed; they have not provided an expected completion date at this time."

So saying the same thing as in the Results of General Meeting RNS (easy to miss as not in title or specific RNS), so repeating the same info and taken them at least 3 weeks (probably more when they first knew this ) to send it out after knowing it and 1 week after payment due to shareholders who are waiting for their payment.

Insider trading

Well I am shocked to find Insider trading going on, Your winnings, sir. Oh, thank you very much ( for those of us Old enough to understand this).

For many years in the past (before this collapse) the SP would rise just before a good TU or Reports announcement, what a lot of coincidences.

Is this the End of the Keir Show?

The problem is if he goes we are very likely to get someone worse, that may not be all bad as this could lead to the Government unable to get Debt away which would lead to a general election and perhaps a new Government which will reduce the power of the civil service which should lead to more outsourcing. We are living in interesting times.

Https://finance.yahoo.com/sectors/technology/articles/ilika-goliath-batteries-brompton-next-055700995.html

As I have been saying for a long time now DEC is a great share for trading but a terrible investment.

My new shares are in II now, exactly the same as I calculated, hopefully SP starts to rise as this is out of the way.

Https://finance.yahoo.com/sectors/technology/articles/ilika-cracked-problems-beaten-byd-103200533.html

Https://finance.yahoo.com/markets/stocks/articles/international-paper-acquire-north-pacific-093758497.html

From RNS

"due to certain processing delays, the sale of the Company's remaining limited partnership interest in Andean Social Infrastructure Fund I LP (the "Andean SIF Sale") has yet to complete and it is now anticipated that the realisation of this Fund Interest will complete during the Liquidation."

Only announced after shares delisted.

This is very disappointing especially the lack of information on why it is delayed and for how long, now my cash in this company stuck in limbo (as everyone's else's cash) for an indeterminate period and no idea if the repayment will be less. I was hoping to use these funds to invest in some of the cheap deals around now.

Just another example of the poor management from Aberdeen and lack of information on the issues leaving investors (their shareholders) in the dark.

Https://www.lse.co.uk/news/intertek-shares-climb-as-eqt-says-takeover-proposal-rejected-orek1tcv7bxdjet.html

This would explain the SP rise, I could not believe it was just splitting the business that cause such a large rise.

Mizuho is another one of the paid for brokers for DEC, like so many of these tame broker reports it gives a rating far in excess of anything DEC is likely to achieve, so far it has not come anywhere near close with it's ratings to the SP.

Far better to give a report explaining why DEC is down 50% in 5 years in a very favourable environment while its peers are up between 230 - 288% in the same period but then again they would be cut off from DEC's fees.

Looking at the repayment in II from my SRT application I only got 21% of what I applied for as the retail offer was oversubscribed. I am not happy with this as I am fairly sure the IIs that took part in the placing got a higher % and even worse a number may not have already been shareholders. As always retail investors are second class.