Member Info for January2

Bonds are 750m , when do they mature Nutty Fool ,??? Let me give you a clue, its NOT 2021.
In a few months you said. Lol You are a Bell End or what !
How much interest AT A BIG 10% are TLW paying each year ? Doubt if there will be any cash left at the bottom of the P&L after that's paid. I see ENQ having a higher MC for the future.

Nutty Fool,
You can't read , Bond matures well, over a year away. You are talking about a loan that matures in a few months and is already sorted.
Still doesn't explain TLW 10% ??? You all avoid that one !
One twit on here said production was 35k. He can't even read the latest RNS which confirms 46k.
Going to 60k bd with GE deal.

Tango,
You should avoid talking bonds. ENQUEST will likely repay or at worst refinance for half of what you pay hear.
Is this the board for the "shallow" or what ? Surely someone can see the light ?

What a sensitive and emotional lot you are.
Let's look at the facts. Recent refinance Enquest RBL under 5%. TLW recent refinance 10%. I think the financial markets are trying to tell you something !!!!!
Enquest will have a greater FCF than TLW on 46k bpd.
TLW going down the pan that's why its 10%.

Another Oil stock that's struggling. Ouch, paying 10% interest on high debt. That sums up the risk here then !
How come ENQ got refinanced at half that ? Under 5% ? And I get a higher FCF from them ?

Banana Joe
Not just Africa.India, Asia , South America etc etc.
These are the countries that pollute the Sea with all this plastic. They may not have cars but they chuck their plastic fizzy drinks bottles in the Sea. Then you and I rich people buy it and eat it ! I think they call it pollution .

I believe we will see $80 oil by end of September and 33p SP for Enquest by end of Sept too !
Your shout for Lunch. September is good for me. How about you ?

I'm more of a Bridgette Bardote man myself. However Tommy Cooper, you dream away Spin.

Spin and all,
Let me put it into perspective. I am in Africa. Here they dont give a damn about climate change they are more concerned about where their next meal will be coming from. Only the rich talk about climate change. Most of the people in this world are still poor. They chuck rubbish everywhere. Which means if they dont care about keeping their own town and country nice. They wont care about climate change.

Been in Tangier since 20th July. Just looked in to see things are moving nicely. Will be here until 28th August as my wife wants to see all her family. That means going down to Fez. To hot for my delicate English skin. Back to business.
I see we are nearly at 25p. That means L3 will be able to get his OO shares soon then . Lol
All the best
JAN

Jubileey,
Your obviously a young lad with ego. Thankfully I am older and a lot wiser than you !
I remember the 80's and 70's. You talk of revenue and demonstrate how cluless you actually are ! Revenue means jack , unless a good profit is made fron it ?
Bet you have not even done your research properly. A question for you. How much will TLW pay in 2021 to service its debt ? Answer you dont know. What is TLW cost per barrel for Capex , Opex and Admin. Let me guess you dont know ! If you cant answer all those then you aint no investor ! Try betting on the horses !!!!

IMHO Still over valued. Market cap should be btween 1.3b and 1.8b
In my opinion this will continue to rerate down until it gets to my MC target.

I'll take that bet NuttyProf.
H2 results only:
FCF ÷ production = highest number wins !
How much do you want to lose lad ? £1k or £5 or more ?

My word you guys are mean !
I'm having a bad day. I broke my wife's favourite coffee mug this morning and she is not speaking to me. It had a picture of our son printed on it.
I read the jeffries article too quick and you guys are teasing me.
Even worse I will only get 2.12p benefit on the OO shares because I left it to the last minute yesterday. My cut off with Lloyd's was yesterday. So go on , you can have a laugh at that too !
Thankfully I don't cry like a baby as others do. I make jokes about others and I am big enough to take the jokes back.
So joke away lads,

Raises ENQ price target to 28p.
Not as good as Barclays at 33p. But an improvement on where we are now. Seems they are all agreed that we are going up !

Baxe,
Phone them now with a very good excuse. It's your only option.

And I'm helping too
This time last year I was spending £30 a month on gasoline, this year I'm spending over £60. That's 100% increase. Every little helps !

NO its out at 4.30pm

I see the oil traders are saying 11.00am eastern or 4.00pm UK time.
smells fishy too KO as it should have been 3.30pm.

KO when is it out ? 4.00pm ?