Member Info for TerryM1

Trenners

Good point and hopefully we can see some savings and new contacts, we need it.

The question is how long can this company keep going before tapping the shareholders for more cash, I don't think they will find many takers and what happens then, I for one will not put 1p more into this company and will probably just use it for capital losses at the appropriate time. We need some concrete plans to save cash not spend it and turn this into profit, they can expand all they like but the if the end result is expanded losses what's the point unless you have other plans like take it private.

The BOD need to realise shareholders are there to make money not cash cows and at present there is no sign the BOD think otherwise. They are like the captain on the Titanic, speed up we will get their quicker don't worry about iceberg's no problem.

Https://www.marketbeat.com/instant-alerts/proficio-capital-partners-llc-invests-352000-in-diversified-energy-company-plc-nysedec-2025-03-26/

"A number of analysts have weighed in on DEC shares. Truist Financial increased their target price on shares of Diversified Energy from $21.00 to $27.00 and gave the stock a "buy" rating in a report on Monday"

We live in hope.

Should have added AI also needs to be offshored as the UKs energy prices make it far to expensive to do much in the UK and there is a lack of sites due to the difficulty in getting new power connections which take a long time in the UK.

For those interested BBOX is starting to develop a few as these pay more than warehouses but can only do this where there is good power connections, ironically Heathrow is good for this where they are doing some developments.

Trenners

I would like to think that CPI can get more out of AI and their rivals will just sit there and take it but alas I don't think this will be the case also the future is offshoring with this government in charge, take a look at Phoenix new $500m contract to Wipro. CPI need to offshore more or they will be left behind.

Https://quoteddata.com/2025/03/the-renewables-infrastructure-group-reduces-management-fee-by-28/

"this change will result in a reduction in the ongoing, annualised management fee by 28% or 0.3p per share"

With this amount of saving the question is why have they not done this before, equals 4% rise in dividends.

Don't see AI doing much as all rivals will be doing the same and this is a very price sensitive market so will be reflected in contract prices.

This would explain the rise in the SP on LSE yesterday, looks like happening again today, good news.

However messing up my short term trading as usually drops on LSE in the morning below NY closing price so good buying opportunity and sell when NY dragged LSE SP up. Will keep an eye on the SP on LSE early morning and if drops could be a chance to buy and sell latter when BBs kick in if they do, if not will have to hope NY picks SP up.

Savage_KeyboardR

How's you PNN short going after saying

"Didn't take long to drop below £4 👍"

"Next stop 370p"

"411p will end up looking a very pricey SP in a few months time"

"It's incoming... many shares being dumped with each passing day... steady downward trajectory in the coming months towards the RI price, and perhaps a little below it too at some point."

So after prediction SP of below £2.64 you were too scared to short it. It did dip just below £4 for a short time and now SP of £4.44.

This biggest issue for me is that they were stating there would be FCF at the fund raise, they got the money and no FCF in sight made worse by no attempt to explain why. Without the FCF I would not have bought more shares (a lot more) but they knew shareholders would not support them if they told the truth. At best being treated like a mushroom at worst scammed, either way is not good and unless something changes there is very little chance anyone will put in more cash in a future fund raise unless the shares are very cheap in which case there will be even more serious dilution. Unless they stop losing money (from the report they are losing even more now) they will need to either borrow (good luck getting anyone to lend to you with these results) or ask shareholder for more cash which will not be good for the reasons I have given above a sad place to be.

To me a lifestyle company is one where the BOD are taking salaries doing what they wish to do and producing no profits, sure they can talk a good game about achievements, future, expansion etc but this company has done this for far too long and the market clearly has lost all confidence. Sometimes these companies keep expanding to hide the fact they cannot make money and it keeps the BOD salaries for longer, is this one of those companies I hope not but who knows.

The company is expanding but so are the loses, every time they run out of money they promises a bright future, spend the cash come back for more as the SP just keeps going down. The BOD need to explain why when they were after cash they promised FCF and just delivered more losses. There are so many AIM companies which produce nothing for shareholders and salaries for a number of years for BOD, at present I have no evidence this in not one of them. If I am told there is going to FCF I expect FCF or a very good explanation why it did not happen with a decent commitment when it is likely to happen.

"I think the odds are still good for us here with no need for further financing if all goes to plan over the next twelve months."

We can but hope as I don't think there will be many people willing to put more cash in this company, however nothing financially has ever gone to plan for this company so far in over 4 years of being listed and I am not sure how long shareholders are expected to wait.

Unfortunately this 125,000 shares, £8122 so not significant, what we really need are some significant director buys.

HarChris

"I agree that the results are a bit disappointing but it’s tedious to jump to the ‘lifestyle’ accusation for every company underperforming, it’s lazy and doesn’t take into account the fact that almost all competitors and peers are also struggling to show clear growth"

A bit disappointing is an understatement especially since they were talking about FCF when they wanted money from the shareholders. IPO over 4 years ago multiple fund raises since and not made a penny in over 4 years and no information when it will make some money, just vague promises of jam tomorrow (again), everyone losing money on this company except BOD and those who were unlucky enough to believe the hype at IPO now lost around 94%. If it looks like a duck, walks like a duck quacks like a duck it is a ?.

If it is a not a lifestyle company what would you call it?

Worya

Thanks, I have 3 pots for DEC, my investment obviously losing money, short to medium term trades doing well and very short term trades also doing well. Would have been better to hold on a bit longer but I buy before NY opens if SP is around 10p or more below NY price and sell when it is NY price or above, not that much to be made as I don't risk a lot of cash but every little helps and so working fine.

DEC SP usually drops on LSE as the morning goes on until getting close to NY opening, not today been trending up, may be because BBs, we can hope. Anyway the good news SP on the way up, a win for all of us except the ones we should not mention.

Just for the record the sell price was £10.34.

Just sold out my last trade at just under 3% profit as it hit US price, will buy back in this morning it it drop bit below US price.

Muck

As always apricate your analysis.

There could well be external factors affecting the results but at the end of the day applying Occam's Razor looks like a yarn to me or to put another way this is true to form for this company, nothing changes. Just annoyed with myself that I bought into this yarn at the last fund raise FCF etc after already in to large % loss on a small stake. I guess this is just good money after bad at least it looks that way for now, expect the SP will drift lower but who knows.

IMO very poor results, company growing but so are the losses, where are the profits promised at last fund raise.

HarChris

“It’s certainly disappointing when we were led to believe they were cash flow positive in Q4 2024… how do they go from that to not expecting to be cash flow positive in H1 2025?”

That’s because they wanted shareholders money, once they got it radio silence, over promised under performed.

Must admit I was expecting a lot better and hoping to be proved wrong but unfortunately as I have been banging on about for a time and getting some flake this company is no more than a life style choice for BOD and jam tomorrow money pit for shareholders. Market knows it and virtually everyone who invested here has lost money, those who bought at IPO 94% losses and yet BOD carry on as though nothing has changed, no apologies, explanations, contrition just take the money and keep paying the BOD salaries.

"LOL Terry"

All the way to the Bank.

I will admit I have lost money on my DEC investments which I made years ago but instead of giving up getting all bitter and trying to take it out on others invested in DEC I trade it, take a look at my posts, made 6% in in a trade for 1 day last week. Now have 9 trades (both in and out so 18 in all) all of which have made money, current buy a little ahead, not made up for my overall losses but all helping to reduce them. Trek gave you some good tips, you should try it, make some cash, may make you less bitter. Anyway will try not engage with you for a time at least as advised by others here, really not worth the effort.

Https://www.insidermonkey.com/blog/diversified-energy-company-plc-dec-among-stocks-with-potential-to-explode-in-2025-1490712/