Member Info for Bullseye141

It was 60p by Easter!

Hi Tony

I have really enjoyed your contribution to this board, its appreciated.

I do have to say your last statement is a bit rough though, we all want to make a bob or two but not at the expense of people getting killed.

Iranians playing the orange one at his own game

Short the sh*t out of POO, announce the straight is open

Few hours later say its closed again!

Wonder how many drones that has bought!

Clown

You've been filtered for years after I schooled you last time.

So 2.5% of 200,000 bopd is peanuts?

You really are stoopid

Don't bother replying, back in the bin you weapon

Has anyone seen any updates on Uganda? When is first oil expected?

I seem to remeber it was 2.5% above $70 poo, if thats correct, is that 2.5% of the oil price or the profit?

If POO stays high the royalties could quickly add up!

Wouldn't it be nice if IR actually gave us an update !

Anyone know if the rig is still at j75?

Wow

Three green boxes

Whats up petal? Touch a nerve?

You're all wrong

The ejjit called 60p by Easter

This is a bit of a joke, im fully aware the markets are forward looking but considering we've sorted the refinance and OP is at 89 I'm slightly disappointed that the sp is only 13p

Whats a balanced aheet?

From KOS update

The second producer well of the 2025/26 Jubilee drilling campaign (J74) came online in early January and is now fully ramped up. Gross daily production from the well is ~13,000 barrels of oil per day, increasing average gross Jubilee oil production to over 70,000 bopd in February, in line with Kosmos' expectations. The first of five planned wells for 2026 (J75) has been drilled, encountering approximately 40 meters of net pay. J75 is expected to be completed in three zones, similar to the J74 and J72 wells, and is expected online around the end of the first quarter. After J75, a further four wells are expected online in 2026 (three additional producer wells and one water injector well)

Wouldn't it be nice if we got an update stating J75 is online and producing 13-15k in the next week or so! Not that I expect our IR team to tell anyone!

#hormuz

Straight of formula has apparently been closed. Thought OP would spike more

Can anyone remember when the next drilling campaign is due to start (if it hasn't already) and when these wells are likely to start production? TIA

Trumpy is now saying Irans leaders want to talk, obviously trying to manage the markets when they open later / tomorrow. Be interesting to see what poo opens up at, might surprise us either way!

Guys, the filter button is right there on top of this message. Please all press it, its simple, input someone's name and they're gone. much nicer board!

Other private funding sources for refinancing ahead of the May 2026 maturit

What if this is an oil company?

Like I said before your statement could well be 100%, but it also might not be.

All im saying is we dont know until we know

Persian

Your statement assumes refinancing will be completed in a similar structure and from the same people / companies as last time.

This could well be the case, but what if it isn't?

The Venezuela situation is not going to be good for poo

The orange one has said he sending us companies in, it'll be pump baby pump

How long it'll take to start pumping as the infrastructure is apparently goosed i have no idea.

Funny how they haven't done this to other Countries that flood the US with drugs! Oh yeah that's why, Venezuela has one of the world's, if not the biggest, reserves!

XX

Can anyone explain how a company with $1.7bn of gross debt $1.3bn of which is due in 136 days can refinance when they have negative free cash flow?

For me this is simple. It all depends on the results of the 4G and OBN, if these are positive and IP can demonstrate how he will increase production then refinance will get sorted.

That's why I believe we haven't heard anything as the analysis hasn't yet been completed.

If the result ain't good then I think we all know the outcome.

Still a 50/50 for me