Member Info for JMAX

JMAX

Posted in: TLW

Posts: 5,400

RE: SOME HYPOTHETICAL MUSINGS6 Dec 2025 10:44

I will be looking to invest in oilers to benefit from the next supercycle, the question is will TLW still be around when oil next goes $130 plus......

Flav,

For the last 3 years TLW have been very open with where this Co is going - hence my calls have been accurate - but at times they surround the important info with insignificant waffle.

Some on here were getting excited about gas deals, asset sales and Kenya - but they ignored the FCF at $65 oil.

Starboard

Posted in: TLW

Posts: 227

Price: 39.48

Strong Buy

18 month closing high31 May 2024 06:36

Yesterday saw us close at an 18 month high on no news, a sure sign of weakness. Everyone should take Jmax's advice and sell here.

YWSML

Starboard was a charting expert :)

Who is the best poster ?

Charts lag news :)

You were wrong with your '80p' rise - you balloon.

Check out my FRES posting history - it's spot on :)

Your posting history proves that you are a fool :)

Notlong,

You are a moron.

No wonder the people who control your government have gone for open borders.

Asking the 'experts'

Who on here has a better posting record than me ?

:)

You clearly don't know what your talking about. Charts..... :)

All these new wells and the low end of 2026 oil production is 27k bopd.

Amazing :)

The SP collapsing is hardly going to help with sentiment going into refinancing negotiations . The restructuring will be at the expense of the SP because at current production levels most of the profit will go to interest payments on the debt.

Also, the SP went from over 20p to the current level on hardly any news and what did the management do to address the collapse.......

The debt will be restructured at tbe expense of SP growth and therefore this could become a Zombie company that exists solely to pay its debt.

Because you are wrong.

Apologies, J Bond has provided info on this matter.

Over the years when the issue of going bust has arisen, I have countered with the company will not go bust but will be restructured at the expense of the SP.

Xx,

I have always traded TLW - who would want to hold (long term) a company that has been in decline for over a decade.

As my posting history from early 2021 shows - I did very well out of TLW. Since this time there have been periods where it has been great for trading. This was most obvious after the failed merger in June 2022, when it was clear that there was a strong downward trend,and summer 2023 was easy money. Unless someone bought at 37p.

Along with bad management, declining production and asset sales it has made the current situation quite predictable.

I do not recall anyone else stating that the company will be restructured but at the expense of the SP.

However, I do remember some 'experts' talking of shorters burning and contingent payments from Uganda totalling $150Mpa.

Clearly they were wrong.

Uncle,

I called sell at 39p and the 'experts' tried to attack me. I have previously stated that I think the refinancing will be agreed but at the expense of the SP.

Anton,

A few years ago you described yourself as a 'novice' and you still are.

In contrast, I have been trading full time for years and I will change my position according to market conditions :)

I will be looking to invest in oilers to benefit from the next supercycle, the question is will TLW still be around when oil next goes $130 plus......

Up 80p are you sure.