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Christ! I sold tlw monday....
Plainly Tullow is pulling down PMO
Each to their own Kraken
Tullow looking cheap !! WTF !! They are war over priced even after this mornings correction.
No thanks
Agreed on tlw, only lowered fcf by 50m. Just bought 3 tranches
Actually TLW is starting to look cheap :)
Guess tlw is not helping as we're often compared however incorrectly as that is.
Lesson there I guess Ferret, underpromise & over deliver, I’m sure big Tone, doesn’t need to be told that one. On a production level IMO all well with PMO (famous last words), just depends on how market reads sale timings etc & hope crude doesn’t tank or there is a Trump tantrum in the meantime.
Yep Tullow getting hammered -
Cut their production outlook and some issues in Ghana. Just shows how sensative these smaller companies can be - TD is gonna turn PMO the same way. Be interesting day for tomorrow - glad i am out
TLW now down 21% !!!! Wow - worst trading day ever i believe for TLW
Tulle getting canes as they lower full year production forecasts yet again, due to ongoing problems in Ghana and also having to lower fcf by 50m....from MOL results , we know Catcher is running fine, (slightly lower than previous quarter due to summer maintenance) , and full year production number for PMO already included this. Possibly slightly lower cash generation due to lower oil price in the quarter as per the majors. But hedging was robust. Debt number as always and hints of Zama price still the key
I've just noticed Tullow currently down 15% this morning based on their results. Not sure if PMO will be rec'd similarly?
movements on PMO last couple days - was holding up so well and against pressure and totally against the manner in which it normally reacts. Difficult to read how the results going to be -