Diversified Energy Company (DEC) WKN: A3E2AU ISIN: GB00BQHP5P93 Kürzel: DEC Forum: Aktien User: Chime73

Guten Morgen. Ich werde auch weiter abwarten. Richtung stimmt ja mittlerweile. Schönes Wochenende euch, wenn es dann soweit ist.

Wenn es morgen noch etwas weiter steigt, dann sind wir in £, $ und € eindeutig auf Jahreshoch und haben den Widerstand durchbrochen.

Depot 1: -31% Depot 2: +34% Ich denke, ich lasse es laufen.

Ich habe bei 15,47€ meine Position halbiert, da war ich plusminus Null. Durch Dividenden hab ich gut Gewinn in der Vergangenheit mitgenommen und dank Sparplan ist mein neuer EK bei 12,25€. So kann die Aktie erst mal liegen bleiben.

Ich noch 17,22%.... Wird schon werden.

bin hier noch gut im Minus, bevor ich überhaupt was mitnehmen kann 😅

Nehmt ihr aktuell Gewinne mit? Hat sich ja doch gut erholt 🤔

DEC steigt wieder in den FTSI250 auf sagt yahoo: https://finance.yahoo.com/news/vistry-games-workshop-ftse-100-reshuffle-060030137.html `Another stock that will be added to the mid-cap index is Diversified Energy Company (DEC.L), which runs older US onshore oil and gas wells.`

Fortsetzung: Natural gas is becoming the backbone for tech with pipelines eager to fill in connections from oil-and-gas fields to utilities. UBS analyst Manav Gupta estimates that natural gas power generation will have to increase by 151-173 terawatt hours to meet the tech industry’s needs, and by 2030 an incremental 3.1-3.5 Bcf/day of natural gas will make its way to the utility market. Midstream gas companies and MLPs are getting deeply interwoven into the data center buildout. As Gupta points out, Enbridge has identified 9 gigawatts of data center opportunities and recently contracted for 200 megawatts for Utah. Energy Transfer is in discussions with more than 40 data centers for loads up to 10 Bcf/d, along with 45 power plants that could buy 6 Bfc/d. Targa Resources expects data centers and coal-to-gas conversions will add 8 Bcf/d of natural-gas load by 2035 with service starting in 2026 for some projects. Data center construction is also booming in areas close to prolific natural gas production hubs, such as Northern Virginia (near the Marcellus shale) and Texas (connected to the Permian Basin). The geographic advantage gives midstream players like Kinder Morgan, TC Energy, and Williams a logistical edge. Kinder Morgan, which transports about 40% of total U.S. gas production, is well-positioned to capture demand in Texas, while Williams’ Transco pipeline system connects key supply areas from the Gulf Coast to the Northeast. LNG exports are the other growth driver as new terminals and processing plants get approved. The math works for LNG too: Even with gas prices around $2/MMBtu, producers can be profitable because their margins are tied to global LNG prices, which build in costs for processing and transportation. Total production costs (including liquefaction and transportation) are estimated at $7–$8/MMBtu, according to Citi, while LNG sells at $10/MMBtu or more in international markets. The U.S. is the world’s largest LNG exporter, and forecasts are rising: an estimated 13.7 billion cubic feet of LNG is expected to be exported per day this winter—an 8% increase over last year, according to the EIA. New projects like Cheniere's Corpus Christi LNG expansion, Veneture Global's Plaquemines LNG Phase 1, and Freeport LNG optimizations are ramping up, requiring more pipeline capacity and export infrastructure. Granted, a flood of LNG is coming to the global market. Citi forecasts 200 million tons per annum (mtpa) of capacity will be added from 2025 to 2028—a 40% increase. The bet is that Asian markets and India will buy much of it. For now, futures are holding up. As far out as 2028/29, forward LNG prices are at $9–$9.50/MMBtu, suggesting robust demand for LNG, according to Citi.

Barron's macht Hoffnung. Aus einem Newsletter: The U.S. Natural Gas Fund, an ETF that tracks futures for the commodity, is up 14% since the election, double the returns of the energy sector. Credit: Bing Guan/Bloomberg A Natural Gas Wave Is Building. How To Ride It. By Laura Sanicola We’re living in a natural-gas powered world and markets are catching on—a bit too much. Pipelines and other infrastructure companies look like the best bets in this climate, benefiting from rising volumes and exports, with less exposure to commodity prices than drillers. Natural-gas stocks are leading the energy pack among election winners. The U.S. Natural Gas Fund, an ETF that tracks futures for the commodity, is up 14% since the election, double the returns of the energy sector. Gas-focused E&P companies, pipeline operators and LNG exporters have also rallied. Investors expect President-elect Trump to fast-track permits for LNG projects, supporting more exports, while allowing more drilling and easing up on pipeline regulations. The tech industry is also fueling demand as utilities seek more power for data centers and AI-related services. The hurdle for investors is that many of the stocks are trading above linked prices for natural gas. The E&Ps are valued as if gas were trading between $3.50-$3.75/MMBtu and prices would need to reach $4 to support more equity gains, UBS estimates. That may be a tall order. January 2025 futures are around $3.40, implying some big gains from Henry Hub spot prices around $2. But that’s typical for the winter season. Spot hasn’t budged from the $2-$3 range since early 2023. Even with exports likely to increase and demand rising from utilities, getting to $4 sustainably may be tough without a geopolitical shock to global supplies or super-cold winter. Europe is a major buyer of natural gas, and given that Europe is entering this winter with storage levels at 95% capacity, even a cold snap may only give prices a short-lived boost. Low gas prices aren’t a problem for utilities, making the fuel more cost-efficient. U.S. data centers and tech companies are also gobbling up all the power they can find. While nuclear and renewables are in demand, data centers need reliable power. Wind and solar are too intermittent, and the new modular reactors being designed and constructed will take years to come online.

Wenn es am Montag weiter runter geht, dann sind wir wohl abgeprallt 😟

Zwei neuere Videos https://youtu.be/W1dbhXO-QoQ?si=zI3lOPiAOAHJT30g https://youtu.be/lzk53zxq0fE?si=sQLQ9RfIRcQaFIPj

Es gibt einige negative News, so z.b. aus Saudi Arabien welche ihre Öl/Gas quote schon vor längerer Zeit gedrosselt haben, aber Russland nicht mitgezogen hat und mehr Gas verkauft hat , wie das Jahr zuvor und so gibt es Missstimmung bei der OPEC+ und es wird vor einen Handelskrieg gewarnt. Es gibt viele variablen und unbekannte welche berücksichtigt werden müssen. Trotzdem ich bin weiterhin investiert, Mal sehen wohin die Reise uns noch so führen wird. Ich bin froh das sich die Aktie stabilisiert und Bitcoin sich so gut entwickelt hat. Ich freue mich, dass Ihr auch nicht aufgeben habt daran zu glauben.... Der Allerian Midstream ETF hat sich gut entwickelt, ist jemand hier auch investiert? ISIN IE00BKPTXQ89 https://www.merkur.de/wirtschaft/russlands-oel-wirtschaft-unter-druck-wegen-oel-geschaefte-saudi-arabien-hat-die-nase-voll-93432482.html

So euphorisch wie Du bin ich nicht. Noch ein Prozent und ich bin im Plus. Mir fällt ein Stein vom Herzen. Die nächsten Trumpjahre wird die Aktie schon performen. 🚀 Danke an Chime73 für das ansteckende Durchhaltevermögen. 🙏

Jetzt wird es spannend...

Jeder Widerstand muss gebrochen werden. Manchmal braucht man mehrere Anläufe 💪😉