Member Info for TerryM1

Should have added Savage_KeyboardR is so thick he does not understand it is not inflation you should compare against but other investments so I will explain it to him inflation does not give you a return on your money so it does not count but should compare it against Bank and Building Society accounts. I keep a spread sheet of all my investments and how much I could have made at different interest rates if not put into shares so I end up with the CAR of my total investments against what I could have got from Bank and Building Society and that is what counts. I guess he also thinks that Tory interest is different form Labour interest.

Trisor

Still well down overall mostly because of the RI but very pleased to me making headway, looks like AH is doing the business.

Savage_KeyboardR

"!Have you accounted for Tory inflation having eaten away at that sum which you put into CPI way back in Aug 2023? - Those post Truss months were brutal. I imagine the purchasing power has been much reduced - to break even you'd have had to have done far more than just go into slight profit on that stake."

What an idiot thinks we don't know about inflation but don't worry it is only Tory inflation that counts. I looking at all of my shares some you win some you lose but in all well up but you are not really bright enough to understand that.

Have you taken into account how much you lost selling VOD now 82.25p plus dividends, selling BT now 196p plus dividends, not buying EZJ, PNN and CPI, got it all 100% wrong and think you are so cool jumping on every little thing that you can on here while making a total mess of your own investments, take a look in the mirror first.

JIM800

"Terry - looks like we’re a bit more in agreement today!"

I am please with that

"Don’t think ENOG have ever had a special dividend"

They were going to have a huge one but the deal fell though because of regulators, it shows if/when they have excess cash they will give it shareholders, think it was to be £2 per share.

Bought a few at £10.43 as this is below US BB price, will add more if drops more or just stays where it is. Hope to get out Monday after USD opens or perhaps before. Glad I sold all my trading shares over the last 2 days. Glen and BHP Wed, DEC yesterday.

WOW, my last CPI buy I made in Aug 2023 has just gone into profit, something I was wondering would every happen, not a big event but a milestone for me, happy days. Onwards and upwards.

AceofClubs

Unfortunately I think you are right, as I have said for a time the dividend yield is one of the main factors holding back the SP and that is fixed for years to come. Perhaps this new deal will be a success but not much more than a plan at present we do not have any details which will give some confidence DEC will benefit much but as always we have hope.

"We know DEC yield is moribund and I do not think the business is in any shape to increase it and is having to pursue an expansionary path just to maintain it."

That is the big question, is Rusty making deals to fog up the accounts to hide lack of FCF or are the deals just reducing the FCF until they bed in. From what was happening before the dealfest started we could see there was plenty of cash even with AROs (which have been kicked into the long grass for now), with the current HH price if nothing much was done (the odd deal to replenish supplies) I think we would have good FCF, but as always my concern is with the huge debt carrying long past the hedges. For me I would like to see some sale of assets (if they are as good as Rusty tells us) to reduce debt and take out some risk and dare I dare a special dividend, I can dream.

My closest investment is ENOG although different with different risks and yes they did mess up to a much smaller extent because of unexpected intervention of the Italian regulator they are much more shareholder/FCF/dividend focused and if possible return in cash to investors with large special dividends and from everything I can see much better run.

"In its current limited SP trading range"

With BBs kicking in at certain prices maintaining a floor, lack of confidence in DEC and share overhang putting a ceiling on the SP and no SD it has become a great trading share, so some good news. I see SP in UK going below $14.35 so could be a good time to consider a trade (got all my trading pot out yesterday) but unless BBs start again in the UK we have until 2:30 Monday to wait for support so just perhaps time to wait for it to go lower. If I buy/sell on LSE I find it is usually best to buy/sell 550 shares at a time otherwise spread goes up too much and PTM kicks in at £10,000 but in the US I can buy or sell 10 times this amount on the same spread which is also lower, another reason LSE is in deep trouble.

Yesterdays BBs

Shares Purchased: 1,204, all at $14.35.

3 days in a row BBs up to $14.35 so

Good news it only took a few shares to stop the price dropping below $14.35 but it was a short day and many people may well have taken the day off to travel etc.

Don't think there will be much of a change in the short term but should help in the medium term as subsidies for renewables and electric cars removed will be greater O&G consumption for electricity generation, petrol and diesel cars.

Also there is a statement

"And it delays for 10 years a hefty fee on oil and gas companies that leak methane"

so may help with redundant wells

"I think we can all agree that his/DECs communication (or lack of it) skills could be a lot better"

Totally agree and could start with not ignoring shareholder's messages sent many times to IR.

"Previous SP crashes have also been blamed on Rusty decisions"

Who else is to blame, some in the past were to do with dodgy reports in the press and some the Democrats but these are now history.

"Some say on purpose and some say it's not."

I am sure Rusty did not set out to crash the SP on purpose but it is obvious he does not care when he crashes the SP as what he did wilfully was the same thing many times in a row which always resulted in same result of SP crashing.

"Shareholders are like football supporters, they love success but quickly attack the manager when things appear to go wrong"

The difference here as shareholders own the company and pay the BOD huge amounts of money to run a company in a way that is meant to enhance shareholder value not crash it.

"Neither will step down as the gravy train is too rewarding in compensation and nobody holding them to account"

It is the job of the IIs to hold BOD to account to protect their investors funds but they are all feeding out of the same trough, I done all I can voting against all but essential items and many messages to IR but all that is left to me is to reduce my holdings at lowest cost to me until I eventually get out or just perhaps there are changes.

"I believe DEC needs a new or improved manger to get the SP to a level the business and shareholders deserves."

As I have been saying for a time Rusty needs to go at the very least do nothing and then the SP rises so this is the best thing he has done for a long time for the SP. Without decent CEO the SP could double and dividends greatly increased.

The pity of it is this company could be a money making machine for investors which IMO it was set up to do but has been changed to enhance Rusty's ego and ambitions.

MrG123

Thanks for the heads up, obviously I know NY closed tomorrow but not checked the opening hours for today as just intending to monitor the SP for opportunities.

Also a lot of traders do not like holding positions when market is closed for a time including just weekends and more so if gap is longer, this is because they don't want to be caught out with unexpected news and if this happens during the trading day they are the first out long before it has registered with most people.

What has happed to dividend reinvestment, probably swamped by large sellers dumping.

JC01

Have to agree, the problem here is it is more about hope rather than good reasons/facts that will raise the SP and for me there are better places to put my cash long term, at present ENOG (been good for me, adding on dips when problems with Israel, Iran etc), SRT (risky but doing very well), DUKE (increased holding at the fund raise), Uranium miners and REITS/ITs winding down or be being taken over to name but a few, still like GLEN and BHP where I bought on dips and will add for trading or increase long term investment.

In all my DEC holdings are reducing in number of shares and even more as a proportion of my investments as other investments rise and DEC either falls in the medium to long term. Now down to 10%, was around 19% or more at one time.

Must admit it is impossible and as you say and a waste of time trying to get someone who has fallen in love with DEC, the CEO and a strategy that has demonstrably proved to be an abject failure over many years to see it any different and does not understand we are in shares to make money not support the company like our local football team and jam tomorrow does not put food on the table. Also you do not need to like what is happing to make money in short term, mostly day trades. This is the problem when emotions take over from sense and facts, love is blind.

Jim800

This was all covered in my previous posts, read them and you will not have to keep repeating the same points which have been well covered.

Just sold off my trade from 2 days ago at a small profit as SP is fragile and not very confident on SP direction bought at £10.58 sold £10.67.

I know it is hard for you to understand but just because I trade DEC does not mean I have great faith in the company, I just see a potential profit in the short term (already explained this to you). Also trading DEC does not stop me trading other shares, yesterday traded GLEN and BHP at a good profit, I go where I think there is some money to be made. As I keep saying and you don't seem to get it DEC has been a disastrous investment for me but a trading success so I will decrease my holding as time goes by (and have already) and trade any opportunities I see. One successful trader at the trading club I went to when I tried to talk about fundamentals and other things about companies he was trading, said a number of times don't know, don't care, he followed the charts and TA and made good money doing so. You do not have to fall in love with a company or the CEO to make money.

JC01

Tend to agree, unless something comes of this new deal but that will take a time to feed into FCF if at all or HH goes up a lot not sure we are going anywhere, part of the problem is the dividends fixed at same rate for years to come so going down if inflation taken into account.

For now we are in a fight between the large sellers and the BBs, this could go on for a time if there is enough cash to keep BBs going, if not will not end well.

That £14.20 we had before Maverick deal seems a very long way off now.

Supermarket Income REIT plc (LSE: SUPR), the real estate investment trust with secure, inflation-linked, long-dated income from grocery property, has today declared an interim dividend in respect of the period from 1 April 2025 to 30 June 2025 of 1.53 pence per ordinary share (the "Fourth Quarterly Dividend").

The Fourth Quarterly Dividend will be paid on or around 22 August 2025 as a Property Income Distribution ("PID") in respect of the Company's tax-exempt property rental business to shareholders on the register as at 25 July 2025. The ex-dividend date will be 24 July 2025.

Please note that there is no scrip dividend alternative available for the Fourth Quarterly Dividend and it will be paid in full as cash. The Board will keep under consideration the offer of a scrip dividend alternative in respect of future quarterly dividends.

Shares Purchased: 115,352, Lowest Price Paid $14.18, Highest Price Paid per Share $14.35, Average Price Paid per Share $14.3196

2 days in a row BBs up to $14.35 so looks like given up with trying to hold price at $14.50 but trying to hold it above $14.35, must be a fair amount of selling as $1.65m spent yesterday and SP only just above max BB levels. Also UK price held up without BBs so probably one or more of the companies who got shares as part of the deals dumping.

Https://www.fool.co.uk/2025/07/03/this-is-the-most-shorted-ftse-stock/

Does not tell us anything we don't know and no explanation for the shorts but worth a read.

JIM800

"You didn’t answer the final point - if it’s all so awful why are you buying more?"

I will repeat what I have said just for you

"Bought some for trading in the hope either BBs kick in and push SP up or this is a dip and SP goes up anyway."

"I trade to cut down my losses which happen because of the lunacy that caused the SP crash."

In other words I am buying to trade not hold as I have many times, I have been reducing my holdings trading as I go (as said a number of times), buying on dips and selling on highs, works for me, average buy price down. I do this from time to time on a number of shares, a good example is HOME REIT, did not like the company’s strategy but still bought in at the placing and sold soon after at a profit, a time after they crashed and were suspended because of a failed strategy, I was not surprised. Just because I don’t like what is happening won’t stop me from trading if there is a good chance of profit. I am here to make money not support a failed strategy. There is a great quote I heard at a trading club, “it is not what you think that counts it is what they think”, when trading it matters not a jot what I think it is what I believe the market thinks.

"A lot of inconsistency from you this week"

No inconsistencies you just need to read what I say not misinterpret what I say, I have made these same points many times before and not changed my view. First you say it is repetition and then inconsistencies, oxymoron.

As I have said before if you think DEC is such a great company why do you not just keep adding or better still buy on margin. Let me know when you do this and we can see how well it goes, prove me wrong with your cash.

JIM800

I feel I just have to reply given your crazy reply.

"Terry - probs best not to reply when you’re in lunatic conspiracy mode - you’re just embarrassing yourself."

You are the one who cannot accept facts, that is embarrassing, the one thing I have found is that when you cannot make a point using facts then called it a "conspiracy" and insult the other person, this is what GG does. Take a look at the SP over that last 2 years, lot of conspiracy going around or just the simple fact Rusty messed it up. Ockham's razor.

"So odds are a simple 1/256 because there have been absolutely no other influences on the share price over the period? Really - are you living in a vacuum?"

In each case the SP drops as the deals are leaked and then more when it is announced, so you are saying that in a very short space of time, a matter of minutes or less, 8 times in a row after deal announced it is external factors are the cause, talk about "lunatic conspiracy mode" and "living in a vacuum".

"The right thing for Rusty is the right thing for shareholders as he’s the largest. The value of his shares is independent of how he got them. He’s not selling!"

I think you will find a number if IIs with lager holdings. So trashing the SP and dividends are the “right thing for shareholders”. Rusty just wants to be the new JR with increased remuneration package, kudos, etc and of course trashing the SP is just the price to pay on the way to this and no real problem as Rusty just gives himself more shares to compensate.

Has anyone considered Keyboard is a poorly written BOT here to try bring the SP down and wind up shareholders.

Anyway add CPI to he prediction failures of BT, VOD, EZJ and PNN and he has got 100% wrong.

JIM800

You obviously have a real problem with facts, if something happens 8 times in a row and produces the same result which by chance on even odds for each time (should be a lot better to commit so much shareholders money) the odds are 1/256 . Either the odds are a lot worse and Rusty is thick and does not understand doing the same thing again and again is highly likely to give the same result or does not care. Not conspiracy just simple arithmetic, it is not hard to work out. Add in the botched deal and another simple fact when Rusty does nothing the SP starts to recover and when he does something it tanks.

"As before, he thinks he's doing the right thing for the long term"

Right thing for Rusty not shareholders. What do you mean by the long term, so far over 2 years of this cr*p and still the SP in the gutter and before you say it I know it is up a bit but down from £22 at the start of these deals and from £28 high and needs a lot of BBs to stop it falling. In 3 years time we may well have the AROs problem again and I would like to be out without too greater lose so not that much time left as if SP could well drop just on the possibility as we head to next US election.

"3 million times $15 ish is not "a small price to pay" - again ludicrous."

I agree ludicrous, you say "3 million times $15 ish", Rusty never paid that, it is us the shareholders that paid it, all Rusty does is give himself more shares to compensate for the losses he caused to the SP, why should he suffer for his actions, he has shareholders to that.

"You seem to lurch from pragmatic trader to conspiracy lunacy and back again."

I trade to cut down my losses which happen because of the lunacy that caused the SP crash.

Anyway you cannot see what has happened and if you are happy to lose money (not the ridiculous comment I have not lost until I sell) and carry on supporting Rusty and his SP trashing polices it is up to you.

We have been through this many times before so I will not continue to reply.