Member Info for Bullseye14

I've never blocked anyone on here before today. Green is my new favourite colour!

Come on you little minx, turn blue, you know you want too!

What a lovely day, can't remember the last time we had a blue day when a trading statement was issued!

Don't think they'll be any update on the gas deal or Kenya, just the standard statement they've issued multiple times before (hope I'm wrong)

Interested to know what the FCF is and whether they've reduced the debt. Wishful thinking but wonder if they'll announce a divi?

What's it going to take to change the sentiment of this industry? Look at HBR results today, to me they look pretty good and they're still down 4.7%. Sorry to be negative as I'm very long but I'm not expecting anything from our results next week.

Well said Anton, all credibility lost

Has anyone had any contact with IR? Maybe I've missed something but didn't they say they would give an update on the gas deal by the end of the year?

Let's see what trades are reported once the market has closed.

That was the UT pal

But wow, 26M traded today, that's a lot

Didn't the other two drop significantly after Sunaks levy?

I did think a takeover could happen, low sp, lack of news, CMD cancelled and bonds available on the cheap

But would thay have announced the new CFO today if that was likely to happen?

Anyone know what happened to the guy that left ENQ to join TLW? Can't remember his name.

Personally I'm 50/50 if I want a takeover

I believe in the company which is why I've been invested for a good few years

But I'm sick of this manipulation and starting to lose the faith, a takeover would end my misery. But what would the takeover be? At this SP we'll be lucky to get 70p

I'm also happy the deal is off.

My concern is how much this will impact the Kenyan deal, will the terms have to now be renegotiated now we won't have the money from the deal.

I’ve been invested on and off in TLW since 2013, bought in thinking I was getting a bargain late 2019 for 1.70ish and we know the rest. Managed to average down a bit but still under water.
Like one poster mentioned yesterday something doesn’t quite feel right.
Can someone please confirm the 10th May is the final day to get the Kenyan deal signed? I don’t work in this industry the one I do work in deadlines tend to move, could the JV partners apply for an extension to the deadline if the deal hasn’t been finalised?
A takeover has been mentioned a few times on the board. Surely if there was a suitor lurking it would be announced by the 10th May (that’s if Kenyan deal is 10th May) to get in on the Kenyan deal.
I’m a big fan of Rahul but he’s no Barnum, did he play down yesterdays results? Could he have been more positive on increased production, second PFSO, Guyana and Kenya?
Did someone use yesterdays results and POO decline as the perfect storm to take the price down? Anyone wanting to take it would much rather pay 52p+ premium than 62p+ premium.
No expert on Bonds, could they just be paid off? Would someone have to pay the 10.25% (I know there’s others Bonds) until the maturity date or if they’re paid early does the rate finish on that date similar to a personal loan?
Would a larger company be bothered about our hedging or would they just let them run the duration if the company has much larger production rates.
Why hasn’t a new CFO been announced?
Probably all in my mind, guess we’ll find out in the next few weeks.
GLA