Member Info for bransonbull

I was joking too....:-)

Don't be patronising anyharry

Yours sincerely, Bransonbull.
PS - TLW to spike Mon on receipt of 500m????

Make the shorters pay. They will NOT want to leave shorts open over this w/end......IMOV.

Dear all. I dont see shorts as entirely negative on TLW....I recall in 2016 2017 they helped provide liquidity when they bought back you would see frequent mini spikes.
What I doubt get is why TLW is one of most heavily shorted stocks and ranks among some businesses in serious trouble e.g. cine, pmo etc.. it.is top 5 or so I believe. Yet with great hedges I think we will survive this and new CEO VERY impressive.

Dear all. Could I suggest that the 575 million is transferred directly into my bank account for safekeeping?

Don't worry Dave, hopefully it will not open up more than 100% allowing you a narrow window of opportunity to get out.....LOL

The 500 m is already known. It will be positive if a RNS hits...but let's not forget original idea was to raise 1 billion from asset sales. So what would really light touch fire would be a huge farmdown Guyana....nobody wants Kenya until new CEO has sexed it up with new approach of.jumping to Phase 2

Kenny . You were buying at 50p....thanks for the advice.

Sorry for your loss. Mine is also very large. I'm not sure having 3% shorters is that big a deal here. We just need positive news and good management to get us out of this hole.

Yes, just did thanks. Hoping to recover catastrophic losses elsewhere....LOL

Cojones NGMS doesn't have..constantly negative

I watched a documentary yesterday on BBC I player about a Danish mole going to North Korea. They did some dodgy fake deal to pretend to buy arms and meth ampethamines from the North Koreans. The Koreans suggested building the factory in Namibia or Uganda. The Ugandans welcomed the, with open arms, no questions asked about the factory, willing to move a few thousand people off the island for 5 million usd.

Relevance to tlw. Diversify risk. Sell Uganda. Take money and run...

We dont.know the well will water out in a short timeframe. Hur's last RNS stated WC increase and natural decline were slight

Could come out with a relatively positive RNS and end up down.

Very positive RNS. Considering the armageddon scenarios being banded around, this was a positive as one could hope for in circumstances...14500 + 19% WC up from 18%

EOM

I'm assuming that CA bought them off book?

Thanks for your assessment of TLW vs . PMO. I have a lot more confidence in Rahul Dhir than T Durrant!

He seemed to be full of ideas on how to boost production and the funding shortfall once Uganda goes through doesn't seem that big....if TLW can get through without another RI, this will fly in 2021, as i'm expecting Brent to av. 55 USD.

Ps obviously very keen on tlw hedging 2020 and 2021

Slift. Still very long TLW. Listened to rest of interim results webcast at weekend. My question is simple. I can see this has potential post COVID to get back to 1 to 2 pounds. BUT in meantime, what about the risks I.e. the PMO decimation. The deal today is good.for today's Sp but not for LTHs. So how likely is some kind of equity dilution here? Uganda fantastic but I'm worried about Kenya.