Funds Insider - Opening the door to funds

Welcome to the Citywire Funds Insider Forums, where members share investment ideas and discuss everything to do with their money.

You'll need to log in or set up an account to start new discussions or reply to existing ones. See you inside!

Notification

Icon
Error
Dividends, deficits and debt … DEC results out today
+ Reply to discussion
Options
John Bran
Posted: 06 January 2025 10:12:23(UTC)
#171

Joined: 01/09/2017(UTC)
Posts: 2,125

Thanks: 1093 times
Was thanked: 1978 time(s) in 1073 post(s)
And from the salivating oak bloke!!

https://theoakbloke.subs...ue&utm_medium=email

Shareholders need to accept this is DEC Modus operandi. IE likely more to come. Small ones like this look good to me but no doubt Rusty will go big if he thinks WE can afford it.
Back to top Quote
1 user thanked John Bran for this post.
Phil 2 on 06/01/2025(UTC)
John Bran
Posted: 06 January 2025 10:25:26(UTC)
#172

Joined: 01/09/2017(UTC)
Posts: 2,125

Thanks: 1093 times
Was thanked: 1978 time(s) in 1073 post(s)
Back to top Quote
1 user thanked John Bran for this post.
Phil 2 on 08/01/2025(UTC)
Phil 2
Posted: 08 January 2025 08:12:08(UTC)
#173

Joined: 20/07/2018(UTC)
Posts: 2,107

Thanks: 9819 times
Was thanked: 4742 time(s) in 1534 post(s)
https://www.directorstal...tlook-londec/4121175977

This is a nice, punchy interview, although dating from just before the US Election. Probably the most concise explanation I’ve read re the hedging philosophy. But lots more in there besides, and other than the election result, not much has changed since. A good read for anyone with DEC on their watchlist perhaps?
Back to top Quote
1 user thanked Phil 2 for this post.
John Bran on 08/01/2025(UTC)
John Bran
Posted: 08 January 2025 18:42:27(UTC)
#174

Joined: 01/09/2017(UTC)
Posts: 2,125

Thanks: 1093 times
Was thanked: 1978 time(s) in 1073 post(s)
Phil 2;330374 wrote:
https://www.directorstalkinterviews.com/diversified-energy-ceo-on-lng-deal-hedging-and-market-outlook-londec/4121175977

This is a nice, punchy interview, although dating from just before the US Election. Probably the most concise explanation I’ve read re the hedging philosophy. But lots more in there besides, and other than the election result, not much has changed since. A good read for anyone with DEC on their watchlist perhaps?

His election predictions were a hell of a lot more accurate than the polsters!
Back to top Quote
 |  Edit by user
John Bran
Posted: 14 January 2025 10:57:09(UTC)
#175

Joined: 01/09/2017(UTC)
Posts: 2,125

Thanks: 1093 times
Was thanked: 1978 time(s) in 1073 post(s)
Pioneer Energy Partners with Diversified Energy, Selected by the Department of Energy for a $5 Million Grant to Eliminate Emissions at Marginal Conventional Wells


https://uk.finance.yahoo...ed-energy-130000641.html
Back to top Quote
 |  Edit by user
1 user thanked John Bran for this post.
Phil 2 on 14/01/2025(UTC)
Phil 2
Posted: 23 January 2025 07:34:30(UTC)
#176

Joined: 20/07/2018(UTC)
Posts: 2,107

Thanks: 9819 times
Was thanked: 4742 time(s) in 1534 post(s)
I just read the monthly update from NCYF, which I hold in my SIPP. Didn’t even know they were a holder! Among a load of doom and gloom about the UK economy it said:

“For the Company, the holding of Domestic and General 9.25% was refinanced into a 8 1/8% coupon. We rolled the majority of the holding into the new bond and invested the remainder in a new issue from Newcastle Building Society 14% perpetual to make up for the shortfall in income. We also participated in a new US dollar issue from Priority 1, an Irish logistics business, with a 12 5/8% coupon and a 3-year maturity. We continued to downsize the Company's holdings in the equities of Diversified Energy and Croma Group.“

Swines.
Back to top Quote
 |  Edit by user
MarkSp
Posted: 23 January 2025 16:56:32(UTC)
#177

Joined: 02/02/2020(UTC)
Posts: 2,176
Phil 2;331993 wrote:
I just read the monthly update from NCYF, which I hold in my SIPP. Didn’t even know they were a holder! Among a load of doom and gloom about the UK economy it said:

“For the Company, the holding of Domestic and General 9.25% was refinanced into a 8 1/8% coupon. We rolled the majority of the holding into the new bond and invested the remainder in a new issue from Newcastle Building Society 14% perpetual to make up for the shortfall in income. We also participated in a new US dollar issue from Priority 1, an Irish logistics business, with a 12 5/8% coupon and a 3-year maturity. We continued to downsize the Company's holdings in the equities of Diversified Energy and Croma Group.“

Swines.


"franco" is a grumpy old bugger and should never be allowed to present anything to anyone.
I prefer BIPS to NCYF.
Back to top Quote
Phil 2
Posted: 27 January 2025 08:09:49(UTC)
#178

Joined: 20/07/2018(UTC)
Posts: 2,107

Thanks: 9819 times
Was thanked: 4742 time(s) in 1534 post(s)
Never a dull moment with ole Rusty? Today, just an acquisition which doubles the size of the company. Market probably not gonna like this, I’m not gonna lie to you Bryn.

Too long to paste here but here’s an AI (topical) summary:

Diversified Energy has announced its acquisition of Maverick Natural Resources for approximately $1.275 billion. This deal is expected to boost Diversified's revenue by 95%, enhance margins, and increase free cash flow by 55%. The acquisition will create a combined entity valued at about $3.8 billion with significant production capability across multiple regions. Diversified aims to leverage Maverick's assets to maximize cash flow and operational synergies while maintaining a strong focus on sustainability. The transaction is set to close in the first half of 2025, pending regulatory and shareholder approvals.

https://www.lse.co.uk/rn...ces-y69lkoa4v0xwunf.html
Back to top Quote
3 users thanked Phil 2 for this post.
John Bran on 27/01/2025(UTC), what me worry? on 27/01/2025(UTC), Sheerman on 27/01/2025(UTC)
John Bran
Posted: 27 January 2025 09:18:11(UTC)
#179

Joined: 01/09/2017(UTC)
Posts: 2,125

Thanks: 1093 times
Was thanked: 1978 time(s) in 1073 post(s)
Wrong!! Up 3.5%
My guess is there's been a turnover in shareholders. The majority are now supportive of Rusty's takeover of the US oil and gas....all of it!!
Not all debt, issued the seller with a lot of shares. Will need to check when the lock-in ends.

" We plan to leverage Maverick's experienced technical asset development team to unlock undeveloped acreage potential through an even larger combined footprint"
Back to top Quote
 |  Edit by user
1 user thanked John Bran for this post.
Phil 2 on 27/01/2025(UTC)
John Bran
Posted: 27 January 2025 20:20:14(UTC)
#180

Joined: 01/09/2017(UTC)
Posts: 2,125

Thanks: 1093 times
Was thanked: 1978 time(s) in 1073 post(s)
Peel hunt has a target price of £30...... fanciful

https://www.proactiveinv...-1065095.html?rel=scroll
Back to top Quote
 |  Edit by user
1 user thanked John Bran for this post.
Phil 2 on 28/01/2025(UTC)
22 Pages«Previous page1617181920Next page»
+ Reply to discussion

Markets

Other markets