Member Info for fewdollorsmore

Wow! That is what I would have asked. Keep it simple.

Says US are going to bomb again tonight. Just announced on BBC. Who knows!

This is a huge buy just based in Oil price. Missed the AGM, but sounds like the same old rubbish delivery like previous years. Trump just released a statement. About to kick off again and oil price will move vertical. GLA

I cannot make any sense of the whole world at the moment. Who would have thought oil dropping around $90 after months of war and the strait of humarz supposedly closed. Experts saying for months oil will hit $150+ if it does not open.Oh Well, Tullow oil share holders still here. Are up tomorrow or back to 3.5p. GLA

To evaluate Tullow Oil’s exact valuation efficiency, we must compare the Enterprise Value to EBITDAX multiple (Earnings Before Interest, Taxes, Depreciation, Amortisation, and Exploration expenses). This is the primary metric institutional oil and gas investors use to assess a company's true value, independent of its debt structure. The data reveals that Tullow is trading at an exceptionally steep valuation discount today compared to its 2021 peak. The Exact EV/EBITDAX Multiples Valuation Metric June 2021 Peak (60.00p)June 2026 Present (15.68p)Enterprise Value (EV)$3,490 Million$1,648 Million Annualized EBITDAX$733 Million$1,150 Million EV / EBITDAX Multiple4.76x1.43xThe Core Financial Take aways Massive Multiple Compression: At its 2021 peak, investors were willing to pay nearly 4.8 times EBITDAX because the immediate survival relief rally created a highly speculative environment. Today, despite generating significantly higher EBITDAX due to stronger production efficiency and sustained oil prices, the multiple has collapsed to just 1.43x.The Valuation Disconnect: Tullow's underlying business is generating roughly $417 million more in annual operating financial muscle today than it did in 2021. Yet, the total enterprise is being valued at less than half of its 2021 cost. This highlights how heavily the market is punishing Tullow for its remaining debt, completely ignoring its improved operational strength. The Return to a Standard 3.5x Multiple: If Tullow simply re-rates from its current compressed 1.43x multiple to a modest, sector-standard 3.5x multiple over the next 24 months, its target Enterprise Value would rise to $4.02 billion. How This Rerating Affects the Share Price Assuming net debt remains flat at $1.35 billion, a move to a 3.5x EBITDAX multiple would expand the equity market cap from its current level up to $2.67 billion (£2.08 billion). Distributed across the 1.49 billion shares in issue, this would mechanically drive the share price up to 140p. This calculation shows why a stable, long-term $100 oil environment makes the 28p to 35p target conservative. The stock does not need to return to its highly speculative 2021 multiple to deliver massive returns; it simply needs a minor shift back toward standard sector valuations.

Jumped back in here this morning when it was up 10% . Have to on the ball when these RHS's drop. Sold 10k in TWL as its like watching paint dry. Still hold a huge amount, but nice to see what happens here now I have increased my holding. GLA

Russia Admits Oil Output Is Falling as Ukrainian Drone Strikes Hits Refineries. Oh dear. The cracks are beginning to show just as we enter the holiday period. GLA

Pantheon Director just bought 5 million worth. RNS out at 10am today. Up 25% very quickly. Bought a few @ 15.5p today when it was up only 10% with a few sold TWL shares. Just have to be patient here as oil price will have to match the real price its been bought at. Hard to understand, but holding on for the 10th June update.

Tullow Oil successfully secured a major refinancing package, pushing its debt deadlines out to 2028 and 2030, which eliminates near-term bankruptcy risk. Operationally, the outlook is improving due to an active drilling campaign in Ghana. Two new Jubilee production wells (J74-P and J75-P) came online in early 2026, boosting first-quarter production to 43.4 kboepd and tracking toward the upper end of full-year guidance. Four additional wells are scheduled to come onstream later this year to drive further growth. Financially, Tullow won a major $320 million tax dispute in Ghana. Furthermore, geopolitical tensions and war market premiums have pushed oil prices up significantly, with their latest crude cargoes averaging around $90 a barrel. This windfall allows Tullow to forecast up to $175 million in free cash flow this year to steadily pay down net debt. The upcoming Annual General Meeting (AGM) update on 10 June will provide the next official progress report. The stock has short-term upside potential over the next few months, driven by any positive production numbers from the upcoming June update, the acceleration of the remaining four 2026 wells, and continued high global oil prices boosting immediate cash generation. While current broker targets sit conservatively around 14p to 16p based on normal oil pricing, analysts note that the stock functions like a highly leveraged equity option. If the war premium spikes oil to $140 for a few months, Tullow's unhedged cash flow would skyrocket. Under that scenario, internal net asset valuations suggest the share price could realistically surge toward the 35p to 53p range as the massive cash windfall rapidly wipes out its net debt

Fortune favours the brave. About to get exciting boys. Hold on to your hats.

Up over 7%. All kicking off now. Iran halts all talks this afternoon. Threatening total closure now.

It's a must watch video if you own shares. Tullow Oil price is massively linked to the oil price and it's only going one way long term. Might drop a bit like on Friday and we drop a bit. No deal between US and Iran. Israel will put a stop to that. Hold your nerve and watch the next few months. Tullow has time now, so we can pay down the dept in the coming years. Might even be a year listening to the link below. There was no need for this war, but it's definitely helped Tullow Share holders out, and some out there will be grateful for Tullow oil deliveries in the coming months.

Bought another 77,428 @ 16p. Just for the record. GLA

Now that is interesting. Can you see a list of directors current holdings anywhere?

Now that is interesting. Can you see a list of directors current holdings anywhere?

About time, not a huge amount but a good sign. At 17p. Let's hope they all jump on this week. Now must be positive news?

I couldn't help myself. Bought a stack at 16.33p this morning. I think the markets are totally underestimating what could happen in coming weeks. Really is sh*t or bust for me if Tullow Oil drops big time. Be working until I am 100. 🤣GLA

No deal, same old BS. Take months to open what ever happens now. But why short Tillow now?

I need to be educated. Why would anybody short Tillow Oil under the current circumstances?

This is absolutely the case and oth scenarios are massively positive for tullow. Oil is staying high for much longer. If he makes the decision to attack, we'll thats it. Oil hits $200+. Uncharted territory. Saved Tullow oil share holders big time. GLA. Enjoy the 🌞.