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Dividends, deficits and debt … DEC results out today
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MarkSp
Posted: 20 February 2025 14:28:12(UTC)
#201

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Bought some DEC.

This will blow over and the deal looks a decent one
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4 users thanked MarkSp for this post.
what me worry? on 20/02/2025(UTC), Phil 2 on 20/02/2025(UTC), Sheerman on 20/02/2025(UTC), John Bran on 20/02/2025(UTC)
Phil 2
Posted: 21 February 2025 06:14:43(UTC)
#202

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OB with some common sense and useful “per share” figures (compared to the hugely entertaining LSE forum at the moment).

https://theoakbloke.subs...ec-placing-20th/comments
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John Bran on 21/02/2025(UTC)
Phil 2
Posted: 28 February 2025 07:43:38(UTC)
#203

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Close of Acquisition and Securitized Financing

AI Summary
Diversified Energy Company PLC has completed the acquisition of natural gas properties and midstream infrastructure from Summit Natural Resources for approximately $42 million.

This acquisition is expected to enhance cash flow by about $12 million in 2025 and increase production capabilities through Coal Mine Methane projects. Additionally, the company secured a $530 million asset-backed securitization (ABS X note) to refinance existing debt, improving cash flow with strategic hedges.

The ABS issuance was significantly oversubscribed, indicating strong investor confidence. The transaction aligns with Diversified's sustainability strategy, enhancing their position as a leading issuer in oil and gas securitizations.
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2 users thanked Phil 2 for this post.
Sheerman on 28/02/2025(UTC), John Bran on 28/02/2025(UTC)
MarkSp
Posted: 01 March 2025 09:31:55(UTC)
#204

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Phil 2;336029 wrote:



The ABS issuance was significantly oversubscribed, indicating strong investor confidence. .


Or indicating that the interest rate was too good to turn down

I wrote to them asking about the preemption and their claim that doing a book build including retail wasn't possible

i mentioned havingparticipated in others and that I couldn't see a basis for the claim. I also asked whether they were now focusing on US shareholders and the intent was to marginalise the current and asked what sort of cash exit they would offer to UK shareholders who had borne the majority of the loses driven by their decision to shift to the US and dilute the existing holders.

No shock there has been silence.
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Phil 2 on 01/03/2025(UTC)
Phil 2
Posted: 03 March 2025 15:57:43(UTC)
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Hoping this is just DEC’s normal crazy trading range but even for this bad boy, the SP movements are just bonkers. Figures from Google…

1w down 10%
1m down 23%
6m up 17%

Will add if it goes below a tenner. Probably!
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Phil 2
Posted: 03 March 2025 16:28:28(UTC)
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Sentiment seems better if you just ignore the SP (!!) From Proactive


Diversified Energy locks in broker backing as 'transformational' year goes on
Published: 12:15 03 Mar 2025 GMT

Diversified Energy Company PLC has secured backing from Peel Hunt analysts after last week firming up acquisitions from Summit Natural Resources and a refinancing.

A ‘buy’ rating and 3,000p share price target were reiterated in response to the $42 million deal for natural gas assets and pipelines and $530 million asset-backed securitization.

Given a recent equity placing and other transactions, Peel said 2025 continued to be a “transformational year for Diversified Energy”.

Analysts added: “The result is a much larger and profitable entity with consistent cash flows contributing to a meaningful yield.”

Diversified Energy had said the assets in Virginia, West Virginia and Alabama included around 2,000 barrels of production and roughly 11 million barrels of reserves.

Refinancing would “improve asset level cash flow with higher hedge prices and a more refined amortization schedule,” the company added.

New assets were estimated to add around $12 million to adjusted pre-tax earnings in 2025, Peel Hunt said.

This indicated “an attractive 3.5x [enterprise value to earnings before interest, taxes, depreciation, and amortization] transaction multiple”.

On the refinancing, analysts said: “The upshot is an improved hedging profile, enhanced margins, and predictable cash flows.”
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2 users thanked Phil 2 for this post.
John Bran on 03/03/2025(UTC), Sheerman on 04/03/2025(UTC)
John Bran
Posted: 04 March 2025 10:49:39(UTC)
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I suspect a quarterly update will turn this round.
Not the next one but the one after, or the one after that!!
IE after the profits from the purcase start flow through.
That assumes the purcase increases the profits per share. A pointless purcase otherwise.
Of course we are talking about commodities, who knows what the price of gas and oil will be in 6 months time.
This purcase brings, proportionally more oil into the mix, I reckon oil has been considerably more stable than the US gas market!?
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Phil 2.0 on 05/03/2025(UTC)
Phil 2.0
Posted: 07 March 2025 07:34:45(UTC)
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Now seems to be the time to quietly accumulate, with unexplained (net cellars!) daily drops of 2-5% apparently the norm. The bottom is certainly proving elusive, and not for the first time.

"... today announces the recently announced acquisition of Maverick Natural Resources remains on track with previously announced deal specifics, including share consideration, which is not, and will not be, impacted or adjusted as a result of any movement in the Company's share price..

The General Meeting will take place at 1:00pm (London Time) on Monday, March 10th, 2025, and the acquisition is now anticipated to close prior to the end of the first quarter of 2025, subject to customary closing conditions and Diversified shareholder approval."



I have absolutely no idea whether this will be considered good or bad news, there's literally no point trying to guess at the moment.
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Sheerman on 07/03/2025(UTC)
Phil 2
Posted: 07 March 2025 08:02:09(UTC)
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And right on cue, OB has a new video trying to make sense of the SP drop by re-examining the recent acquisitions, higher gas (and oil) prices etc etc. Warning - it’s an hour long and his style is extremely laid back but the research is really helpful.

https://theoakbloke.subs...-to-buy-into-the-selloff
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Anthony French
Posted: 07 March 2025 08:54:57(UTC)
#210

Joined: 09/09/2018(UTC)
Posts: 9,124


Most news appears in the chart, long before you get to know about it.
A chart is the sum news of all the participants in the share, a lot which you are not privy too.
Going back to it's previous low ?????????
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