Member Info for antonvb

Not if you keep shorting Tullow....

Citadel Advisors LLC have gone below the reporting threshold from 0.53% to 0.40% and Voleon Capital Management LP reduced by -0.39% to 1.71%. They know the game is up. Soon the only one left shorting Tullow will be No1plasterer.

https://shorttracker.co.uk/company/GB00BN0SMB92/

OK, thanks

I don't think so as they have no short position declared on CNE as far as I can tell. Also, the RNS does not declare it as a short position.

https://shorttracker.co.uk/company/GB00BN0SMB92/

Am I understanding this correctly??? Are D. E. Shaw & Co short on Tullow and long on Capricorn Energy. Oh the sweet irony if that is the case :-)

D. E. Shaw & Co., L.P. RNS Mon, 6th Jun 2022 11:41
1 (c) Name of offeror/offeree in relation to whose relevant securities this form relates: Tullow Oil plc
2 (2) (2) Cash-settled derivatives: Short positions - Number 10,619,141 % 0.73%

D. E. Shaw & Co., L.P. RNS Mon, 6th Jun 2022 11:52
1 (c) Name of offeror/offeree in relation to whose relevant securities this form relates: Capricorn Energy plc
2 (2) (2) Cash-settled derivatives: Interests - Number 3,356,809 % 1.06%

JMAX I'm glad you don't see the point in denying it anymore, as you know all someone has to do is look at your posts and they can see for themselves. E.g. your first post on the CNE BB last week after the RNS:

RE: TLW/CNE Merger01 Jun 2022 11:13
Hello all, I am TLW - but this deal is not good for PIs on either side.

You constantly post negative comments and when challenged you claim to be a long term holder who is just trying to give a balanced view. Yes, I ramp this share like crazy, but the difference is I'm honest about my position and have no hidden agenda unlike you who are trying to con people for your personal gain.

JMAX I now really believe you're one of two things. A shorter who is subtly trying to improve their position by constantly posting subtly negative comments (and sometimes not so subtly. Or alternatively someone who is dray trading this share and when you're out posting negative comments.

OK, I guess there could be a third option.....you could be long and just plain stupid by holding a share you feel will more likely go down than up.

35p... now that did really make laugh. There sure are some deluded fools out there.

LMAO.....all these idiots appearing out of the woodwork with their doom and gloom. Funny how they had f all to say until the merger RNS broke. Even taking the time time to post on a bank holiday too..... very generous of them.

Loving it ..... can almost hear them squirming.

All this banging on about the debt is getting a bit old now. You shorters are going to have to accept you lost this one and go try find another victim. Additional 35k bopd from Capricorn @ $100 equates to £1 Billion a year. Bye bye debt.

Brand new account posting about "dilution". Love it....shorts are cra**ing themselves. Past two days have shown how much short activity there has been on this share.... loads of members suddenly feeling the need to post a negative comment or tell us how bad this merger is.

ZZZZZZZZZZZ......

Although I'm no expert, however in my humble opinion Rahul has pulled off a blinder. He's basically secured Tullow's future with this merger. If it weren't for this merger, we'd of had another crisis come 2025 when the bonds needed to be paid back. If the price of oil was low in 2025, e.g. $50 a barrel, refinancing would be a struggle. This way come 2025, the debt/debt refinancing is no longer an issue. Putting Tullow's production aside, if we just look at the extra 35k bopd from Capricorn in simplistic terms that equates to:

at $50 oil = $638,750,000 p.a.
at $80 oil = $1,022,000,000 p.a.
at $100 oil = $1,277,500,000 p.a.
at $120 oil = $1,533,000,000 p.a.

At $50 in one year that is almost our current £778m market cap and at $80 that is more than our current market cap. Crazy to think but the new company could almost buy back every every share if it sold Capricorns 35kbopd for three years at $50. At $80 oil in just 2 years.

I think the shorts will start winding up here as now way too risky to be short and they no longer can afford to take a gamble on Tullow's position being precarious in 2025 or buying Tullow's bonds to try force it into administration. Plus if you listen to this mornings call Kenya is still on the cards and just a matter of when and not if. This share has a very, very bright future.

Your Cairn shares will be multiplied by 3.8068 and become Tullow shares.

You really need to sell BigRisky ..... what the hell is the point in clinging onto a share you have no faith in. Seems deluded and not very realistic to me.

Short not going so well BigRisky?

Analyst and investor presentation

There will be an analysts' briefing at The Lincoln Centre, 18 Lincoln's Inn Fields, London WC2A 3ED today at 9.00 a.m. There will also be a live webcast of this briefing. Information on how to access the live webcast can be found in the 'Investors' section of the Tullow website at https://www.tullowoil.com/investors/ and Capricorn website at https://www.capricornenergy.com/all-share-combination.

The recorded webcast (together with the accompanying slides) will be made available, subject to certain restrictions relating to persons resident in Restricted Jurisdictions, in due course on Tullow's website at https://www.tullowoil.com/ and on Capricorn's website at https://www.capricornenergy.com/all-share-combination. The contents of the websites referred to in this Announcement are not incorporated into and do not form part of this Announcement.

Shorts must be very, very nervous....

Our old doom monger is back.....must be good news.

https://www.youtube.com/watch?v=OvWBZioPA6M

This YouTube video is a bit strange. You do have to wonder who planted the explosive if it is actually true and if it is false who produced it and why.