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There is no business scenrio where there isnt a deal.

You could say if TLW dont sell oil there is no profit and lots of liabilities.

$80 oil 🤸‍♀️🤸‍♀️🤸‍♀️

Kenya just needs approval for a small start and can debate in slower time how where and when to build the train to get everyone to the meeting to approve the big plan. Simple small decision is proof of concept imo

Trump will need $64 wti just to breakeven. TLW should do ok with brent $70 and even better at $80.

'Tullow may have called this right '

If the objective was to create maximum freecashflow with minimum cost then RD has done a good job. $2bn freecashflow at 10% dcf or $1bn at 20%.

Market value plus farmdown kenya SP should be way higher?

'Team Trump appears to believe unleashing US production could mitigate the impact of rising prices from lost Iranian oil. The problem is that he can’t have both low energy prices and record domestic oil and gas production because US shale producers need higher prices than they did eight years ago to support the investment case for incremental oil growth. But more fundamentally, US production growth is getting gassier. The country’s energy output will continue to grow strongly but it may not have the same impact on oil prices as before.'

https://www.ft.com/content/fa77d230-f96c-4896-9034-c353147afdf7

So many big projects need a number of restarts as there is a realisation of the need to build something before they can sell the product. The FDP may have needed rescalling and a deal around share, I have no idea. TLW is continuing with the farm down process. The FDP rns will be an interesting read.

In the meantime freecashflow looking very good at $80 oil

Best start to 2025.

New CEO with a growth strategy incoming.

What does he or she do?

Grow a smaller, leaner TLW without Kenya or debt?

Or

Kenya FDP, TLW partner and pan african or Asian financial resources?

Either option puts the SP way higher surely?

Think the small lean and green company would be easier to grow while Kenya partner and FDP would structurally wash all the current blockers away

$80+ already

Well, I am going to ask my lawyer to write a stop and desist letter, but I dont know who to send it to.

Anyone?

Crikey, Brent on a tear...$78.5+.

Q1 off to a good start. Anyone know if the incremental jubilee lifting this month is getting these higher prices?

LoL wide spread today.

New CEO with a growth strategy RNS shortly. Cant wait. Growing a smaller, leaner TLW without Kenya or debt? Kenya FDP, TLW partner and pan african or Asian financial resources?

A partner for Kenya RNS would be big news.

WoW, the financial media is so depressing at the moment dont you think? And I am like a dog with bone with this stock. I said to my psychiatrist I am depressed and I think I am turning into a dog. He asked me how long that had been going on. Well, I told him, ever since I was a puppy. Raising an eyebrow, he told me to lie down on the couch and then I had to explain I am not allowed on the couch. Jeez, I am sooo depressed

Foxy trump is in the hen house today. Questions in the house about grooming gangs. Witches in the air.

LoL churning churning churning

They gonna have to fight the oil price. Back to $77

....and the new CEO will explain the growth strategy to the benefit of stakeholder. That's what is promised. Could land at any moment.

' The thing I do not get is, is this free cash flow to firm after debt servicing costs or before?'

Take a look at page 133

https://www.tullowoil.com/application/files/6717/1102/5561/2138003EYHWO75RKS857-2023-12-31-T01_preview.xhtml#

'I am new to this stock so I do not have the extensive knowledge of some here'

You picked it up quickly. Lots of other options. They could just sell the kenya reserves and clear some or all the debt. Noble drilling out to 2026 and other operational initiatives, tlw could even pay a dividend?

Could be something salacious. That would explain the secrecy. Media is swamped with stories of inappropriate conduct.

Or it might be his long term incentive plan ended 31 December 2024 and he hasn't got an incentive to stay.

Hope dont get RG as CEO. He just needs to hold onto those bonds he bought until they are due