The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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With around 80m shares required to close shorts , maybe TD uses cash with 100m share issue only .
With PMO at cash neutral 2020 and Tolmount on the horizon (which should be the 'Money Tree) , possibly TD is eyeing his retirement pot now ..........so minimal dilution ???
It's a Distant memory now .... Returning Shareholder Value . I am sure i read it some where ...lol
Olivia has ruined the chart for oil. there may be an attempt at a bounce to regain the broken $39.90 level. but if that fails then $37.50 looking likely. these are WTI price points.
The only negotiation with Pemex is really how much they are going to receive for nothing , as they have Zero money .
Unless Talos control everything offshore including offshore storage and shipping , the Mexican Government will always be a problem and pipelines ,refineries ect in Mexico are high risk . Pmo /Talos need a Major to buy in and then get Trump to wave the 'stick ' . Gunboat Diplomacy required .
Turned out to be a decent prediction from downbutnotout. Any chance of a prediction for tomorrow? And whilst your at it tomorrow euro millions winning numbers, thanks
$500 million would be fantastic. You must be mad if you think we are getting $3 billion. Anyone got any reasonable analysis on this?
PMO has fu$ked us
Tbh asset sales are all over the place at the minute but even if Our share of zama sold for 500M that’s a transformational figure for us to bring down debt and buy more uk based production.
dead cat bounce of 45p then down to 42p.
42p today's target.
Assumption for Zama has always been about 60% to the partnership. This article claims it's going to be 2/3, so we might be 'forced' to gain a little more
No its just another oil company desperately wanting a slice of this huge pie !
Maybe its these unresolved title issues that are keeping potential bidders at bay?
Yes, BEFORE Pemex take their share -
Our share of Zama is worth in excess of $3b
Thanks SK - you bought in a lot recently i saw you post - i am still looking for long entry but still believe we will see 30's before we see 50's again - am still short but not as short as i was hahahaha:)
Kraken - whats wrong with you dude. Its a news article and as an investor its negative - i.e. someone is stealing a portion of the Zama find so the kitty has to be divided between more sticky fingers
Just straight but as an incessant ramper you only see positive - thats up to you - i guess your still increasing your holding and havent sold any ?
Ferret do you ever post anything remotely positive ? Everything you post is a twist to negativity !
Zama is still worth a fortune how ever you want to look at it !
Seems PMO gonna have to share this find and dilute further ummmmm - maybe this accounts for SP action recently
https://oilprice.com/Latest-Energy-News/World-News/Talos-Energy-Forced-To-Share-Massive-Zama-Oil-Find-With-Mexicos-Pemex.html