Member Info for JMAX

If won't be RM who pulls off refinancing - it will be the lenders who decide and at what price.

Marcel,

Do you know what 'back-in rights' are ?

YWSML :)

There is no reason to dislike TLW - they have a history of telegraphing bad news - but the 'experts' on here refused to accept reality.

JMAX

Posted in: TLW

Posts: 4,752

Price: 14.18

No Opinion

RE: Kosmos4 Aug 2025 18:55

Carrot,

I am just going by the info that is available, not desperation like the 'experts' on here.

Jubilee Q2 averaged 55,300 bopd (TLW 39%)

Ten Q2 averaged 15,900 bopd (TLW 54.8%)

Banned are you mad ?

I'm the best on here by far - remember I predicted this very situation :)

YWSML :)

MarcelKrell

Posted in: TLW

Posts: 625

Price: 13.22

No Opinion

RE: 🔥REBOUND coming 📈🔥2 May 2025 12:38

JMAX:

"13.4p expect a pullback from here."

You expect a pullback from here, ok.

Then my advice is: short (some more). It's that simple, right?

Marcel,

As usual you didn't answer the question. You and the other 'experts' have a lot to learn.

Marcel,

When will TLW be able to exercise their back-in rights on Kenya ?

YWSML :)

How was this for a informative post :)

Direct from TLW, May 2025.

'· Full year free cash flow guidance is now $400 million at $65/bbl, inclusive of both $380 million of disposal proceeds and c.$50 million of overdue gas payments in Ghana from 2024, resulting in expected year-end net debt of c.$1.1 billion.

Did TLW need to surround this statement with Red Flags, Alarm Bells and Warning Lights.

Has anyone else taken advantage of a technical hitch on LSE today ;)

Anton,

You sold all out at 32p

Bought back at 37p

And ling before the SP slump you claimed a average of 19p.

How is this possible :)

Only one person on this board predicted this dire situation. Who was that :)

Smart, it's all copy paste and latching on yo my gas sales equating to selling oil at about $21 per barrel.

No wonder you are losing a fortune.

Anton,

If you know so much why are you at such a huge loss here ?

You need more 3 x to break even.

Anton what's you average ?

:)

RG and the others would probably be looked after. It's the PIGs that will lose.

SC,

New CEO, has very little to work with.

Why would anyone want to buy out a company that is losing money at $65 oil ?

Anton you were ramping this at 63p - what happened :)

Even with a new CEO, there is so little to work with - hence my try and get back in on the Jamaica scene.