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If you bought at all times high possibly as divi was not sustainable, hence a new strategy of growth and sustainability but this takes time to rebuild, it very cheap atcurrent prices though
Remember share BB however small reduce the divi bill, which is often missed
Not sure how many will want to reinvest to be fair unless they wanted to average down, most ppl they paid high are looking for exits, those they paid low are happy to hold, there small middle group, lets hope russell index inclusion has some impact but that want be reflected fully till following Monday
We may not like what GG says, but he hasn't exactly been wrong, has he. Those of us who bought at more than twice the price with a much higher divi might wish we'd been less gung ho back then.
May as well hold on now, perhaps see my money back one day.
Mind you, with Labour's divi tax increase coming up, perhaps a move away from divis may not be an entirely bad thing.
Divi payment day tomorrow, should see some reinvestment and then Russell 2000 inclusion both should have a positive impact.
I see GG is still desperately trying to find something to say - something that he hasn't already said multiple times already that is. Poor lad has become a tedious cliche.
I still fail to see your intrest in the stock and considering you not posting anywhere else right now.. You could always come back in year for told you so moment of fame
I never said selling just evaluating options if there sometbing better if not will continue to hold, u do have an eye on few other stocks which was research so may sell a portion does not mean I become a bear on the stock
!9th June, my questions and your answers. What changed ?
"tazed, you don't see any advantage in selling for your 35% or so profit, and re-investing elsewhere ? In your timeframe, that 5 years could give a decent dividend return elsewhere, here you'd just be sitting on an unrealised profit and the risk that this share goes nowhere. Which leads me to my next question - where do you see the catalyst for the rise you're hoping for here coming from ?"
I set a price in mind as I believe there to be more upside my target of £14-15 per share, so know it will take approx three years to get there. So I would be leaving money on the table if I sold now, so believe it to be £20+
The best investors say you should not even invest in something if know you going to sell but hay ho!
In my opinion what the II seem to have realised and hence there heavy investment over last two quarters is that DEC is pivoting its strategy away from the focus of being pure income play and being bit more of growth and income play, that has come at massive cost to RIs and share price. They also know dividends do not play well in the US due to the taxations and other elements, so one way is to use dividends to pivot into growth and buy back shares, I actually prefer when some money is being used to grow revenues like buy more wells or grow the NextLVL part of the business.
I also like the fact that 6% inside ownership means they have skin in the game when it comes to the business and SP. This may not seem that way right now though, but some of them have lost just as much as RI with the recent drop.
We need to understand non ESG stocks are normally unloved and therefore typically undervalued, and also in high interest wnvironment ppl will pick the darling stocks as like to call them!
The way I look at this they have more revenue then market cap, despite the debt which they are also reducing, so at some point the market going to say hang on, solid revenue from cyclical commodiate that hedged, lower debt, share buybacks, comfortable dividend ratio, good ROIC.
We have the inbound inclusion in the russell index that will force a buying of shares and also any funds that then link them self to the index.
Typically fundamentals normally flow into stock price eventually, but the bargins are when there is disconnect. This wil not be one of those quick bounce backs.
While this still paying decent dividend of around 7% for me happy that this good enough and stable enough right now for me to hold out.
The analysts view:
The range of stock forecasts for DEC.L is 1,025.15 - 3,150 GBP. Based on the ratings of 13 analysts, the consensus recommendation for DEC.L is Buy.
Valuation model:
DCF (Growth Exit 5Y) (8,559.21) -874.6% (FAIL)
Peter Lynch Fair Value 6,221.18 463% (PASS)
P/E Multiples 13,881.02 1156.2% (PASS)
EV/EBITDA Multiples 849.34 -23.1% (FAIL)
Earnings Power Value 4,175.11 277.8% (PASS)
There business model make traditional valuatio
I must say I'm surprised to see you say this though. It was less than a week ago you were extolling the virtues of this very company, based upon your extensive expert and considered research, laying out your reasoning for holding onto this for the medium term. I didn't realise medium term was a 7 day horizon. Lol.
'One positive I am hoping for is increased volume, momentum and liquidity if not I need reevaluate, is just as case of if see a better play'.
I'm 'against' the ones who've held for this past 16 months despite all the signs that this company was a con. The ones who are now surprised that the company continues to drop, expecting some sort of - what - miracle to rescue them ?
This is true need drop another £1 before I start seeing any losses. so are you just against the long term holders?
You're still sitting on a nice profit tazed, so no worries yet for you. 👍
Aww gg you are back..down to 0 right?
Oh come on guys. Did you really think this con was going anywhere but down down down ?
I mean, I did warn you.
Oh come on MrG123, you can't tell me you didn't know for the past 16 months that this was a con ?
Not sure if they buy in on Friday or Monday
One positive I am hoping for is increased volume, momentum and liquidity if not I need reevaluate, is just as case of if see a better play
Should be does but dose of DEC seems to work, or perhaps I've been DECed
"Tracker funds should be buying NOT selling!"
Perhaps they have not got the message, now below $13 in NY, at this rate they will be getting a great bargain unless DEC dose what it dose best, keep failing.
Tracker funds should be buying NOT selling!
If the last few days are anything to go by BBs have run out of stream (or should I say cash) and there is no help from NY any more, they have given up as well, unfortunately I think the new range is more like £10 - £11, but this may not hold for long. Perhaps some reinvestments of the dividends may help. The shorters are in control as the low level of BBs and increase in debt are most likely the signals the shorters are looking at, also Rusty does not really care about the SP and is just looking in how he can buy more gas wells. The way only it seems to get out of this mess is either some good luck like HH goes up a lot, US interest rate reduction, dividend increase (very unlikely for a long time) or a concerted BB program to burn the shorters but DEC although talk a good game have shown no appetite for this.
I guess we can calculate how long at the level of the dividends to break even like some did before the dividend was cut, I guess 3 times as long now.
This is heading under 10 again 🤬 Come on Rusty, buyback shares at a volume that gets the SP back where it was before your games. A lot of us bought into your dream at such a high level and when you paid a decent dividend.
DEC appears range bound between approx. £10.50 ~ £11.50. Difficult to think of anything to cause it to break significantly above or below.
AceOfClubs
Wow Pete640, you're really proving that a vote for Trump is moronic.
Solve Russia Ukraine - How ? By letting his pal Putin decimate Kiev or stopping the financial support of the Ukrainians and allow them to be crushed ? Just so you know that the financial support pledged is actually money given directly to the US defence industry who then donate the weapons marking off high costs from the balance sheet. Each billion is a billion basically given to US industry.
Biden has worked miracles with The US economy despite Trump leaving a monstrous debt pile, which he'll no doubt want to do again by pumping money into the banks and reducing the rich's taxes. Good for the US economy.. No, any educated person knows adding debt cannot go on ad infinitum. .
More O&G, yeah just about every educated scientist, and even those studied at school, the world over has who have been exposed to part or all of the decades long studies know climate change is real and how stupid it would be for the world to continue to exploit oil and gas.
Trump is arguable the most dangerous person on the planet and the parallels of MAGA to the America First movement that sympathised with Hitler's Nazi party in the late 1930s should not be lost on anyone who's studied history, that's real history, not programs like "Ancient Aliens" or other such rubbish I imagine you think is a documentary because it's on the History channel.
'Trump will solve Ukraine, oil and gas in USA and EU. Plus global life will start to bounce again?' I assume that's all said tongue in cheek? Either that or you're a certifiable moron?