Member Info for antonvb

It's one thing to say it and it's another thing to do it. There's thousands of ships going through the straight every day and only a handful of warships to protect them. Iran has missiles that can reach Cyprus, so just securing the shoreline isn't going to cut it I don't think. Going to be hard to put a lid on this one.

Was it this person...

JMAX

Posted in: TLW

Posts: 4,996

Price: 26.91

RE: Oil price7 Apr 2020 14:59

Ningaloo, I was in the same situation and I averaged down. However, I am now in Limbo - where I'm still at a loss, but there's no real value in averaging down anymore.

I was and still am massively down here - but I would rather lose the lot than sell. I have been tranche buying

I can assure you there's a manger at Helikon that is extremely worried about their bonus and whether they're still going to have a job come the end of the week.

JBOTAMAX hard at work today .....

5 million purchased in the first 5 minutes of opening and 32 million volume already.

Three ships attacked near Strait of Hormuz as fears grow of oil price rises https://www.bbc.co.uk/news/articles/c75evve6l63o

Would love to be a fly on the wall at tomorrow morning’s briefing at Helikon Investments Limited. 1.81% short at an average of probably 5p. Will they have lost another £1.4 million before the market even opens at 8am to us plebs.

jmax you really need help or perhaps you’re just ******ed. hard to tell. really not going to help your case against me if you keep incessantly insulting and slandering me on here …..

you’re so fixated with me that you can’t even see that it was auson that posted and not me.

Https://oilprice.com/Energy/Crude-Oil/Oil-Markets-Brace-for-Volatility-As-US-Israel-Launch-Strikes-Across-Iran.html

Yes, since Rahul has gone they’ve definitely been delivering.

Strange how this website seems to delay showing the RNS is out when it’s good news. You can sign up on the Tullow website and they email you when they release an RNS.

Kosmos update on Monday too I think, so should get more info on Jubilee.

Https://ir.design-portfolio.co.uk/viewer/96/88482

I also didn't get into UOG at 0.36p nor FARN at 160p .... I like that too

I didn't get into FRES at 600p .... don't like that so much :-)

It's not 3.5p and I didn't get into this when it was over £2 a share ....... I like that :-)

On page 13 of the credit presentation ...

Glencore Junior Notes

Buy-out right • Right to buy-out 100% (and not less) of the Extended Notes at par + accrued (subject to the Extended Notes’ call protection)

ChatGPT: This gives Glencore optional control of the entire debt stack. It means Glencore can effectively take full financial control if desired.

JMAX

Posted in: TLW

Posts: 4,994

Price: 199.95

RE: Tullow news1 Jun 2019 09:49

With Brent on the slide it is definitely worth waiting and I will buy in tranches.

I don't read too much into broker ratings, but what is the time period for their prediction to be achieved? At some point I fully expect TLW to be 3.00plus - but it could be a long wait.

Https://lumiagmukstreams.s3.eu-west-2.amazonaws.com/7.+Archive+2026/Tullow+Oil/Tullow+Credit+Presentation+3.mp4

https://www.tullowoil.com/application/files/6117/7157/6150/Credit_presentation_-_February_2026.pdf

https://www.tullowoil.com/application/files/6117/7157/0362/Independent_audit_of_Tullow_Petroleum_Assets_YE2025.pdf

Some positive press…..

https://oilprice.com/Latest-Energy-News/World-News/Tullow-Oil-Strikes-Major-Refinancing-Deal-with-Glencore.html

So let me get this straight .... you bought the share and ended up at a loss. You then managed to average down and get out with a roughly 10% profit. Now on the day it is announced Tullow aren't going bust and there won't be any equity dilution, you are posting many posts telling us this is finished.

Is that

A) Because you regret selling at 9.6p given it is now over 10p and probably headed to 15p and perhaps more.

B) You are actually short and now worried you will never make back your losess.

Either way ... you have no credibility and are just making yourself look stupid. Plus your posts are having ZERO impact on the share price both positively and negatively.

Https://www.lse.co.uk/rns/TLW/trading-statement-0gkf78gjzajtl7i.html

The J74-P well came onstream on 6 January 2026. The well encountered c.50 meters of net pay and initial gross production through the wellbore is c.13 kbopd. Back-out impact on other wells is currently being optimized through dual riser flow and management of existing well stock.The rig has drilled J75-P, encountering three good reservoir intervals, and this well is expected to come onstream around the end of the first quarter of 2026.

If i recall the J73-P well was 10kbopd when drill, so looks like the new wells are performing and 4 more producers to be drilled in 2026.

Over 60 million volume yesterday and 20 million today in under 2 hours......