Member Info for Jeffrey1979

Can someone explain what is going on with the SP.. Its just meandering down and down... So glad I bought in over 300p big time... Transformational deal hmmmm

Thanks Mas

Anyone know what's going on with the airlines... Its like the downward spiral of doom this week

Sorry guys buyback doing nothing for out share price

Https://www.agcc.co.uk/news-article/north-sea-tax-receipts-plummet-as-windfall-tax-hits-investment

I have spent a good few hours on chatgpt interrogating TLW and it's quite simple.... Sentiment is beating this down combined with poor management for several years. It is not being shorted to high heaven or manipulated... Its intrinsic value is well above it's SP and it will recover.. Its not going bust so people on here need to stop scaremongering.. For some it's a nice risky buy at these levels with plenty of upside. Sadly I have been in since mid 30s and am significantly under water. Things can change rapidly and right now I am sitting in my hands. Not sure this will ever come good but at 73% down I am not walking away. Traders will do well and it may well go under 10p but it will survive...

Seriously winds me up... Spout out potential additional tax announced in oct/Nov and we tank... He basically tells his mates to short stocks... These politicians are vile

Hopefully that was helpful.... Sell at your own loss... I am holding tight and probably hold more shares than most of you put together... Foolish I know

Here’s your Tullow Oil buy-out valuation table in a clear format:

Method Key Assumptions Equity Value (GBP bn) Per Share (p) Comments

NAV (2P NPV10) YE24 $2.474bn NPV10, post-Gabon 128.5 mmboe, $1.1bn net debt £0.62 42p Asset-based benchmark; assumes flat $65/bbl & booked reserves risk-adjusted

EV/EBITDAX Low (2.0×) 2025E EBITDAX $0.85bn, $1.1bn net debt £0.37 25p Conservative multiple; reflects Africa risk premium

EV/EBITDAX Mid (2.5×) Same as above £0.67 45p More typical upstream peer multiple

EV/EBITDAX High (3.0×) Same as above £0.97 66p Aggressive case; assumes operational delivery + smoother refi

$/2P boe Low ($8) Post-Gabon 128.5 mmboe, $1.1bn net debt £0.00 0p Harsh asset sale yardstick

$/2P boe Mid ($10) Same as above £0.16 11p Low confidence bid scenario

$/2P boe High ($12) Same as above £0.33 22p Still below NAV; reflects sector discount

Indicative Fair Value Range for M&A: 30–45p (base), stretching to 45–60p in an upside case, or 15–25p in a hardball/conservative bid.

If you like, I can also give you a colour-coded heat map so you can visually see where today’s ~12p sits against these fair value bands. That would make the premium/discount gap obvious.

People moaned about cons... Labour are far worse..

Stupid over reaction and a buying opp

Yes it's the plus and it's about £19 if I recall correctly... The questioning is key for it to work it's magic

I have started to use it and do pay... Honestly it has just taken a massive leap in tech in the last few days and an amazing tool... I use it in my consultancy practice and also to help investment decisions (very recently)

Hearts 2000... I chatgpt the question... With a detailed analysis and full calcs and scenarios... 15p bottom end up to 65p

https://chatgpt.com/share/6895b142-38a8-8004-a5ac-687b48225049

Heavily invested here.... Say Harbour for some reason can't keep it up

Laid back... You make me laugh... This has done terribly over the last year.. A deal at 360 and look where we are.. Oil price is stable but not ideal. Something is holding this back... I would love to see this back at £3 but I just don't see any catalysts at present and the market seems to downgrade good results

This stock is a joke and I am underwater by 40k...selling today though is stupid.. Bottom feeders buy back and it will rise back by 10 percent in a few days... Happens all the time with TLW.... If we saw 20p I would cut losses but this price is too low... It wil refinance and it will bounce... If it goes below 10p it's a bargain (with risk).

Ceasefire announced

He is right... Ceasefire announced on multiplensources

Ha ha.... War over.... Let's get back to coronation street