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Dividends, deficits and debt … DEC results out today
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John Bran
Posted: 13 November 2024 21:39:01(UTC)
#151

Joined: 01/09/2017(UTC)
Posts: 2,127
I do believe DEC is making a comeback!!
There paying down debt with some of the profits, putting a bit of effort into buy backs. Making money selling land, making money caping other people's wells and paying a decent dividend.
Gas prices moving in the right direction..... last time I checked?
I am even getting close to break even on the share price.
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Phil 2
Posted: 15 November 2024 08:28:52(UTC)
#152

Joined: 20/07/2018(UTC)
Posts: 2,108

Thanks: 9819 times
Was thanked: 4742 time(s) in 1534 post(s)
John Bran;325599 wrote:
I do believe DEC is making a comeback!!
There paying down debt with some of the profits, putting a bit of effort into buy backs. Making money selling land, making money caping other people's wells and paying a decent dividend.
Gas prices moving in the right direction..... last time I checked?
I am even getting close to break even on the share price.


I think what you’re trying to say is all in here 🤠

https://substack.com/home/post/p-151614461

OB is positively exuberant about DEC now. Cue 10% reversal if his predictions are anything like mine (they’re not, I’m an idiot and he isn’t).
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John Bran on 15/11/2024(UTC)
John Bran
Posted: 15 November 2024 10:08:51(UTC)
#153

Joined: 01/09/2017(UTC)
Posts: 2,127
Just about to post that.
Yes exuberant would be a fair summing-up.
Personally "drill baby drill" is more likely to produce over supply in the medium term.
LNG sales and data centres are likely to produce higher demand in the medium/long term.
In the short term underpriced.
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Phil 2 on 15/11/2024(UTC)
John Bran
Posted: 18 November 2024 18:34:14(UTC)
#154

Joined: 01/09/2017(UTC)
Posts: 2,127
Up 5% today
Shorters reducing.
Presently 9 shorters. 7 have reduced there shorts, 2 have raised them. 7.9% shorts in total.


https://shorttracker.co.uk/company/GB00BQHP5P93/
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Phil 2 on 18/11/2024(UTC)
John Bran
Posted: 20 November 2024 11:20:19(UTC)
#155

Joined: 01/09/2017(UTC)
Posts: 2,127
Henry hub prices. Not necessarily what DECs gets but an idea of where prices are going 🔼⬆️➕🇺🇸 it's emoji day!!

https://markets.business...dities/natural-gas-price
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Phil 2 on 20/11/2024(UTC)
Phil 2
Posted: 20 November 2024 12:52:16(UTC)
#156

Joined: 20/07/2018(UTC)
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Thanks: 9819 times
Was thanked: 4742 time(s) in 1534 post(s)
John Bran;326298 wrote:
Henry hub prices. Not necessarily what DECs gets but an idea of where prices are going 🔼⬆️➕🇺🇸 it's emoji day!!

https://markets.business...dities/natural-gas-price


I assume it will be the main factor behind when they next hedge another batch of future production and at what guaranteed price. The slight flip side being that the next time results are announced, the current hedging shows in the accounts as a loss of course.

All good though. Except for our own gas bills, inflation and all that.
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John Bran on 21/11/2024(UTC)
John Bran
Posted: 21 November 2024 08:25:44(UTC)
#157

Joined: 01/09/2017(UTC)
Posts: 2,127
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Phil 2 on 21/11/2024(UTC)
John Bran
Posted: 22 November 2024 13:18:45(UTC)
#158

Joined: 01/09/2017(UTC)
Posts: 2,127
At last a bit of profit taking. AND 28th is exdivided day. Shorts really need to worry about protecting their profits and for those not in profit protecting themselves against an inevitable rise in the short term (at least) rise in the share price. Gas prices ⬆️ share price ⬆️. Winter alone should help that.

Medium long term "drill baby drill" gas prices ⬇️ share price ⬇️
I am having an emoji day!!
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Phil 2 on 22/11/2024(UTC)
MarkSp
Posted: 23 November 2024 00:20:54(UTC)
#159

Joined: 02/02/2020(UTC)
Posts: 2,176
Explain why??, as a us driller. I would increase supply into an oversupplied market? Because Trump wants low oil prices?
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John Bran
Posted: 25 November 2024 19:55:56(UTC)
#160

Joined: 01/09/2017(UTC)
Posts: 2,127
MarkSp;326580 wrote:
Explain why??, as a us driller. I would increase supply into an oversupplied market? Because Trump wants low oil prices?



We are really on about gas prices but yes he definitely wants lower prices but also wants to see businesses doing well.
So opening the LNG market could keep both sides happy.
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