Member Info for JMAX

Daragh,

If it wasn't for Kenya, I would be all out - as it will take too long to see a significant rise in the SP with poo and production alone.

Daragh,

If this cash flow is expected - how much of it is priced in?

MB,
With poo in this price range, our SP sub 50p and so much of our production being hedged - it's dreadful all round. If poo pulled back to say $75....where would the SP be.....

Poo is due a pullback, before surging much higher.

Bigrisky,

$250 seems outrageous, but he's a decent forecaster. What would concern me is what the rest of our economy is like if poo was to reach that level.

This may interest some (34-36mins)
https://www.youtube.com/watch?v=M0N_fuxQbus

That's fair enough and a great profit.

Why exit at 113p, when you think it's going to 200p ?

We are massively undervalued - 1540p has been my target all along.

Hopefully we will get positive news on Juanacipio next week - GLA

Bigrisky,

Thank you for the response. However, with the hedging the increased production will not take us to 100p in the next year.

With the current hedging, what would it take for the SP to double and get TLW to £1.00 ?

OAC said all the best to us some time ago.

We know the production guidance, the price of oil and the hedging - so the upgrade was predictable. The strategy will look after the big boys with PIs being left in limbo

FDM,
What about the debt?

Why around 70p, how did you get to this figure?
Thanks

SC,
Spot on, and how many on here would have expected TLW to be around 52p with poo at around $84....

With 75% of production hedged - could this lead to a cheaper T/O price ?

FDM,
I am patient as I have been in TLW for many years - and this share has been good to me, and we are now a more streamlined and efficient company than for a long time. But we are still in 50p range.

SB,

Is 152p your exit price ?