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Largest Shale Gas Growth Field Collapse Of Drilling Rigs

Shame it is difficult to make money at $2 Natgas.

Haynesville accounted for 52% of total U.S. Shale Gas Growth since Dec 2019.

Some of Haynesville Shale Gas Wells are declining like Shale Oil Wells 60-70% per year.

Stocks go higher, meltup is on as markets predict six months ahead rate reduction. i’ll hopefully go blue on this share soon, max around 4 mths before i sell them all as recession starts to hit

Straight in sipp so got the full wack!

I've read worked hours on jet engines is down because less use of them. this is a hell of a company and share i certainly think next ten years. nuclear elec, nuclear MOD, MOD work and much more. i fear it will drop further over these next few months like most due to recessions but will end the decade far higher!!

I think all commodities are ultimately going higher irrespective of recession and demand control. the supply of all is pretty poor and demand is expected to shoot again irrespective in many cases whether interest rates are high or not.

i.e. whether we like it or not. gas prices might be down but that's not supply that's some demand loss and good weather. people need gas, price will go back up unless weather continues to be favorable for a long long time. we are going to see gas, copper, etc etc go up more and more

Divi due today i think and next one already confirmed at the same $s. likewise i get a good, tax free sum and happy to see hopefully this continue through what is seen as a rougher time for gas before it goes sky high

Https://youtu.be/nDYtMvf0aKI

The market is discounting massively, this share is already 2/3s there

reports of potential coup in russia tonight! good or bad for gas?

I’m not buying anything. apart from some fomo based bull runs it’s clear the economies and markets see poor times ahead. this certainly isn’t a dec equity loss only, the market deserves nothing and cash is king!

dec need cash to ride out 18 mths. all businesses do and many will clearly go pop.

I don't think they'll want to dilute to any extent, they haven't spent all these years to then destroy value hopefully. in this period there might be some bargains out there

Hell of an sp, especially against a divi pay if of course it continues. as recession comes are there more energy buy options coming to the table as businesses run out of cash?

Really like this share long term. i don’t invest in high value, over priced tech. if these guys choose right it covers my portfolio base in tech which otherwise i leave and hit commodities. really glad they take a prudent approach

Great business, macro tells me this isn't the time to invest but that's across the board for me, one day i will buy a lot of these shares as a long term investment, i like the portfolio of work, watching

The capital funding market is absolutely huge going forward and the biggest risk is the experience and labour to do it. plus can the gov, regulators push all the costs upon customer as we are as a country in so much debt. billion in water, nuclear, power generation coming

i've been in costain along time. i bought some more two weeks ago at 53 p as at some point the vol business will transfer into cash because they seek out higher margin, guaranteed business.

the few cases implying a loss on the order book are minimal, i think they are re-aligning and its a positive, overall picture

Well that was my theory. knowing the market was no doubt going to turn to harder times but wanting to still invest a % i went for the higher, longer term divi stocks so i continue to pick up more than inflation across my portfolio rather than being in a bank and i'll take the capital loss for now. next divi announced, same amount

The market is broken, the economy far worse and starting to edge towards free fall

Customers being asked to stop using elec in searing heat in texas at the moment, does this pass through into gas generation?

The report says;

“We were contracted to work on a consultancy basis and so the Council’s decision to suspend the scheme will have no material impact on Costain or our future order-book

i think this will become more and more a standard comms as inflation bites, gov funding bites and everyone is starting to make choices of what can and cant be afforded. i also know there are huge projects coming through across the uk from all utilies and more in the next five to six years which will need a huge number of contractors on board. costain wont be short of work, i'm half expecting them to get bought

These contractors are now not looking for revenue but margins and more money. the amount of work out there now is huge, massive projects across the uk patch and gov will continue to fund to support sectors and remove recession fears too. there is huge swales of work so they start picking and choosing far more like the rest too

Inflation down, pause in rate rises and away we go. everything is now thinking 6 mths from now, rates on the floor as recession comes so get the timing right. pause or pivot?