Member Info for Jbatch

Seems there are mostly buys and some large buys as well, this should get the market moving as Brent is currently up slightly. Probably as before after the midday malaise it will start to rise afternoon as it has befor. Oil price rising and as Thursday draws closer oil price will also react upwardly sending Tullow up. Make sure you get in early.

A lot of buys over a thousand pounds coming through, sells generally very small

6 is the basement, yesterday was exactly the same at this time then shot up later on, will probably do same today. getting sales in 0.585. MM not stupid if they can buy shares from the fools that are selling at these prices then they will take them but buy remains on 6. They will then sell them off later at +0.0065 or more. Good money from them. Last couple days the same, so buy in now while low and catch the rise

I just bought

You say true value, yet the expert companies in the field suggest the price is closer to 3 pence ummm! They have given their reasoning so please Oscar and others give your reasoning for a much lower price. other than you are trying to short the share to either make a profit or to get back some of your losses. Just stating duhhhh! falling tom 5 then 4 with absolutely no rational reasoning behind it is neither helpful nor intelligent. If you have a good rational explanation I would like to know so I can hold of buying and pick up at these lower prices. Currently, I see positive and an RNS that is likely to come out very soon that will send the share up probably back to a pound. I would rather not miss that opportunity. 0.006 seems to be holding very well for some time so seems is the area. yes it has slipped to 0.0059 but soon retraced to above o.oo6 again and generally rises at the end of the day. What say you?

Re McNol, his ideas though not looking promising are only an idea. This has no relevance to the share price last week or today. If the rns cane out stating a whale was buying then great! share price rises, it did not so..... why harp on about it? It is the company we should be focusing on. The share price will dwindle, and maybe it will fall into the 5s, especially with no news and until the positive RNS hits the price is likely to fall, it is an AIM share... this does not make the company negative. Whether it is at 0.0075 or 0.0057 that does not change what the company is doing or where it is going. The advantage of 0.0057 is that we can buy more shares to average down or build up for the RNS. That is my personal take! What he said was credible, it appears it was not so.... and! How does that affect the companies performance or are you just trolling McNoll.

Look @JMAX, sorry you got hit shorting this share, but coming up with ridiculous negatives to try and persuade people to sell is ..... Ridiculous!

@JMAX Are you seriously trying to say something that happened 6 years ago to the share price has any bearing on what has happened today.... oh bitcoint will hit 10 pound because it did 15 years ago, by your theory every share on the stock market who's share price fell in the last 10 years will crash today .... where is your logic?

Yes JMAX it up another 4% and your point

I just bought couple thousand pounds more at the lower price to catch the rise later

Strange, not sure how many of you said this last week that the share was going down to the 5s when it hit 6.4 I believe.... It ended up at 7 again or just under at the end of the Friday trading.... Do you say this every day hoping at some point you will be right, or you are so far under with your shorts you are trying to persuade people to force the price down.

I will admit I am not an expert and despite investing in Tullow on and off for around 20 years ish when they were up in the 30s and 40s really they are turning themselves around from where they were quite well, actually. There are negatives of course, but compared to where they were maybe a year ago, they are in a much better place and looking like for the future they will a great share to own with a significant potential for growth. Depends if you are a shorter, short term or long term holder as to what your stance will be.... I guess! You go to HE1, Metal 1 UKOG and a 100 other AIM shares postings, and you will find the same old hyper positive and hyper negative posts each branding their belief's behind the same information re worded to suit their needs.

But the facts are the facts ... (I am not an expert in any way and lay no claim to know all the intricacies of this share but through reading between the lines and the RNS's) Is the company improving, one must say yes! Is then company a good share for the future... as it currently stands: Yes based on the current market conditions. If oil crashes to 50 or even 60 then obviously one would need to relook, but today: based on what we know the company appears to be progressing very nicely. (forget the past follies and situation - which negatives always seem to play on). I am not saying the shorters (most likely) have a point they do point out some issues, but this is rarely the whole story, just a part they would like to target that benefits their story, positive sometimes do the same... The share price was down at around 4 pence a share at its lowest point around Dec25 according to its price graph. It has been rising ever since and is now around 100% higher at around 10 pence a share. the momentum has been up. The facts speak for themselves regardless how you portray them!

Firstly, oil price based on 65 bbl - the current price is 71.000 and will likely be up at 75 by the end of the week, despite the see-sawing. Granted this will be temporary, but it has been 25 days at 69 or above per barrel, this will add significantly to its margins and in helping to reduce debt as the Iran deal or war is likely to extend for at least another week and probably further making this around so that is 31 to around 40 days at much higher prices. Kenya and Ghana will repay at least a portion of the debt they owe, I believe Tullow are looking to negotiate at least another 40 million from Ghana, so to be fair things are not quite as bleak as being portrayed here.

Jubilee Field

(Ghana): Expected to deliver a gross midpoint of ~60,000 bopd. Success depends on a five-well drilling campaign (four producers, one water injector). The first well, J74-P, already came onstream in January 2026, producing ~13,000 bopd.

TEN Field

(Ghana): Expected to deliver a gross midpoint of ~12,000 bopd. This reflects a managed decline, which Tullow aims to mitigate through the acquisition of the TEN FPSO to reduce future operating costs.

Gas Production: Included in the total group guidance is approximately 6,000 boepd of gas.

Drivers of the $150–$180 Million Cash Flow Target

The projected free cash flow (specifically "pre-financing cash flow") is based on a conservative oil price of $65/bbl. Key components include:

Recovery of Delayed Payments: The target includes $80 million in previously delayed funds:

$40 million from the Government of Ghana for outstanding cash call receivables.

$40 million from the Kenya disposal (Tranche B payment) expected upon field development plan ratification.

Capital Allocation: Tullow has capped its Capital Expenditure (Capex) at ~$200 million and decommissioning spend at $25 million to protect liquidity.

Excluded Upside: The guidance notably excludes ~$160 million in additional historical gas receivables and TEN development debt still being negotiated with Ghana.

Sensitivity to Oil Prices: For every $5 drop in the oil price (e.g., to $60/bbl), projected cash flow would decrease by approximately $40 million.

Would you like to explore the specific terms of the new debt agreement or how the TEN FPSO acquisition impacts their 2027 cash flow projections?

Trading Statement

Feb 20, 2026 — On 20 February 2026 Tullow announced an extension to its Senior Secured Notes and Glencore facility to November 2028 and May 2030,

Tullow Oil plc

Tullow Oil issues statement in advance of the Group's 2025 ...

Feb 23, 2026 — 2026 Outlook * Group working interest production in 2026 is expected to average 34-42 kboepd, including c. 6 kboepd of gas. * Grou...

energy-pedia

Trading Statement

Feb 20, 2026 — On 20 February 2026 Tullow announced an extension to its Senior Secured Notes and Glencore facility to November 2028 and May 2030,

Apologies "bought into a company which is now producing"

I think Kread you are misreading the different RNS's. You are looking at one RNS and suggesting this is the company rather than this one project. HE1 are already in the stage of selling on another project. They bought a company that was already a producer as far as I am aware, this adds to the research fund. In late 2024,

Their own projects have not yet met revenue stage though Colorado is due an announcement that it has broken into revenue within the next few weeks

But Helium One also entered into a joint venture with Blue Star Helium by acquiring a stake in the Galactica-Pegasus project in Colorado, USA.

This is a 50% legal and beneficial interest in the producing helium on a development project with associated leases.

The acquisition was a strategic move to transition from a pure explorer in Tanzania to a producer with near-term cash flow, At the time of purchase, the project was a development asset, not yet producing revenue. However, it achieved "first gas" in late 2025 and began initial helium sales in January 2026 with expected revenue of around 2 million dollars per year over 5 years with potential for add on 50% increase in revenue in carbon dioxide sales. .

It is estimated the project will accrue approximately $2 million per year to Helium One over five years from helium sales, with potential for an additional 50% increase from carbon dioxide (CO2) sales.

As a 50-50 partner this is their project so they are a revenue prucing company not just an exploration company. That is my understanding. please anyone correct me if I am wrong!

If the buy group do a detailed rationale for buying and the sell group do a detailed rationale for selling, it would make an interesting read and could possibly bring out some facts many are unaware of. Naturally if one group comes out with hard facts and the other comes out wishy-washy rubbish it also validates the rationale for the hard fact guys n ladies. Just a suggestion that might help everyone. I know facts have been brought out, but this is as a clear-cut comparison for all to see and compare for their own understanding.

Ummm but this was a test so it was a success. They achieved 4617 cubic feet, now a partner will come in with the technology to extract larger amounts in a shorter time frame. Is that not the case?

Yep McNoll, I am pointing out regardless of the Whale (which is yet to be proved, though is possible) the share is strong on its own merits. I am not saying you are right or wrong as I have no way of knowing, but until we see the evidence then it ius possibly icing on the cake for us.

Personally, I am hoping someone has been hoovering up shares as this means their are lesson the market so should force price up, regardless of their intentions.

@ms3039 personally, I do not think you have much to worry about as they could not have picked up 30% of the company, or we would have heard about it by now. Buying the company does not make much sense when it is still in exploration stage (even if part of that exploration is in finding a partner. The share should rise to 1.2 plus under its own steam. Not sure where you bought, but the excitement will certainly relieve you of your boredom.

To be fair the accumulation story is probably not as likely as expected as legally they must inform HE1 over 3%. With millions of shares being traded at a time (few thousand pounds) it is easy to think massive numbers of shares are taking place, so this equates monetarily.

I am not saying a whale has not been picking up as I have no way of knowing, but being Friday we would have heard by now if a large percentage of the company had been picked up, unless those shares are accumulated across different vehicles up to 2.99% a piece.

Though it would make sense, any company wanting tom get into a partnership with HE1 would probably want to0 pick up a lot of shares in the company as the announcement would grow the price exponentially which would hedge their investment into HE1 activities. (Just guessing, but not sure how legal that would be)

I personally think Colorado will be the next reason for share increase, and I am hoping for a 0.0075 today heading into the weekend.