Member Info for gogadget

One thing to bear in mind for those waiting for a “significant drop” US economy doing very well, US recession fears no longer being discussed, interest rates falling. $60 oil may be the new $50 oil taking into account inflation over thepast 5 years. Ukraine peace talks will create a transient dip in oil/gas prices. Then there is the boom in activity from rebuilding Gaza and Ukraine. COP 30 mandatory net zero has been watered down to “voluntary” UK EV stalling and will not need mad Ed’s plans, British Gas returning all their fleet of EV vans and going back to diesel, says it all as a policy costing too much

I personally think they have paid too much for LLOG, 271 mmboe, $12 production costs and 23% tax, it looks like they have paid a premium for the US location, in the long term it will pay off based on production costs and tax, they are also banking on winning the 12 licences. A bit of a risky strategy which brings 11% shareholder dilution. I’m expecting to see 180’s again short term.

The suggestion of Ukraine and Russias future joint attendance in the US for negotiations sounds like progress to me…

Some current production numbers may help… expecting 145k per day by end of the month….

NMC, think your 110p buy order is a bit optimistic… dust from the budget chaos settling and production being ramped up into 2026. Expect more generous dividends to materialise which will pull the SP upwards.

Ex dividend 28th Nov. Not the 27th which somebody stated

What is Tullows current leverage ratio?

Tullow running low on operational cash flow, if this runs out it’s game over.

I cannot see any benefit to buy backs. My opinion is money is better spent paying down debt or buying assets to increase cash flow to pay down debt…

I expect a bit of a increase in HBR share price next week with the Ukraine peace plan/date being negotiable. I don’t expect any immediate WT/EPL changes in the budget, if there is, the I expect SQZ and ITH to respond more than HBR….

European leaders failed to get a majority of the 193 countries to sign up to a mandatory net zero phasing out of fossil fuels. The wording is voluntary… millibands global Neto zero dreams in tatters. Other countries are not willing to cripple their industries or cause fuel poverty to chase net zero on climate change which is recently being questioned.

Ghana still not paying for its gas with amount owed rising… corrupt country to operate in.

Where’s the 4D seismic survey results??? It should not take this long to analyse and publish… they are drilling new wells and it’s in their interest to know the best spots rather than guessing like Rahul. Has TLW got the results and choosing not to make public or holding back bad results from bond markets?

I feel for anyone who has lost life changing amounts with TLW… so difficult to change course when stuck staring at a paper loss. I cut my losses and sold in April mid in the mid teens having lost nearly 140k fortunately I have recovered 60k of my loss so far by trading HBR, SQZ and a few others. If I still held today at 5p it would be game over. I didn’t trust RM and could sense worry and nervousness in his presentations. We got seriously done over by Rahul.

Https://www.harbourenergy.com/investors/financial-calendar/

It’s tomorrow not the 7th…

I’m expecting 10% to 15% spike tomorrow. Good day for trading.

RG sat on such a big loss with this share and keeps buying on the way. What’s unfolding with petrofac at the moment is a wake up to be careful with some stocks, a casualty of politics

Europe needs a long term alternate to Russian gas… taps for all domestic supplies need switching on, but for producers to do that they need confidence of a fair long term tax system. Milliband is funding Russias murder

Just need the 30 day pre emption period to expire and hope neo and total don’t take it up. Then the PSA can be signed and it’s a done deal and SP will take off….

More tariffs drama to hit oilers on open Monday due to confirmation of trumps 100% on china…

Https://edition.cnn.com/2025/09/13/politics/trump-nato-russia-tariffs-ultimatum

Another reason to boost domestic production to replace Russian supplies. This is a argument of saving lives over millibands dreams