I'm surprised there aren't more shorters, clearly the US market after this last, big leg up is going only one way. i own DEC shares but have other investments that leverage and consider market moving down !
We’ve had a significant liquidity challenge in macro which ironically is about to come to an end, even nividia can’t keep itself going and so rates down and recession onwards.
dec needs to see out this recession, US gov will help by pumping billions in to try and keep it going which will lead to commodity bull run including gas. this has been a very hard time for many businesses especially ones that have debt in their business model
It’s pretty clear point that times are harder if gas prices go lower if you sell gas likewise up means better times.
i’d predict 25 onwards we are going to see a higher price coming, with many commodity companies it’s about how they finance during the harder times, many go under some survive and pickup the cheap opportunities.
As long as the debt can be managed with sufficiently hedged gas contracts and volumes it will keep going. i expect 25 to 26 onwards gas and all commodities to start the inflation increases towards the 2030s which will now be nice overall. high inflation, high rates, bull commodity cycle
Gas definitely has a lasting place in this world so i'm happy therefore to hold and play out the next few years. i'm on 6% divi which into the 2025s onwards will be increased. gas prices overtime next five years up and dec will do fine.
Thames will never go under but might get new owners. they may shred jobs, costs but work will also need to be done, sometimes lands in favour of outsourcing to companies like costain
Happened on 12th july and web site impressions everything taken on by toyota insurance business, must be one of the conglomerate?? might be worked through and lending honoured, insurance is being, says no change
As above, suggest everyone does and if they need help ask on here as most now do this through an electronic platform.
remember they need to achieve 75% yes on shares voted on the day not the total amount in circulation so everyone counts. i.e. vote. they rely on apathy which in the old days when do through the post this worked but now its the click of a few button votes are being lost more often