Member Info for Kal12

This is the estimated completion of the entire study, but there will be some sort of releases for some minor findings throughout the process which, if positive, will have a significant impact on the company share price. For example, many companies have been acquired before the completion of their studies as a result of the release of some minor findings. Hope this helps. In conclusion, You don’t really need to go back to sleep:) good luck

Tullow Oil’s arbitration victory with the ICC is a transformative development, both financially and strategically. The exemption from the $320 million Branch Profit Remittance Tax not only lifts a significant financial burden but also reinforces the legal standing of its Petroleum Agreements in Ghana. This decision removes uncertainty surrounding tax exposure, allowing Tullow to allocate resources more effectively toward operational and strategic priorities, such as debt reduction and production optimization.

Investor sentiment is likely to improve as the ruling eliminates a material overhang on the company’s valuation and enhances its financial stability. Furthermore, the decision signals strong adherence to international arbitration processes, which may bolster Tullow’s credibility in future partnerships and negotiations in the field.

Operationally, the clarity provided by this ruling may encourage greater focus on optimizing the Jubilee and TEN fields, potentially unlocking further value from these key assets. While two additional tax disputes remain, this outcome sets a positive precedent, increasing the likelihood of favorable resolutions. In the broader context, the ruling highlight the importance of transparent legal frameworks in ensuring sustainable operations in resource-rich regions like Ghana. Best 2025 start!!!

Kosmos Energy’s decision to walk away from acquiring Tullow Oil likely reflects several strategic and financial considerations. Kosmos may have determined that acquiring Tullow, despite its valuable assets in West Africa, would come with too many uncertainties, particularly related to Tullow’s debt profile and the pending outcome of the Branch Profits Remittance tax arbitration. Given that both companies already operate in the same regions and share interests in key fields such as Jubilee and TEN in Ghana, Kosmos might have struggled to justify the acquisition’s incremental value. The challenges of integrating Tullow’s operations while addressing its financial liabilities may have outweighed the potential benefits for Kosmos at this time.

For Tullow Oil and its long-term shareholders, Kosmos’ withdrawal could ultimately be a positive development. The decision allows Tullow to remain in control of its assets and strategic direction without the risk of being undervalued in an acquisition deal. Tullow’s leadership has expressed confidence in its standalone strategy, emphasizing its focus on optimizing its capital structure and resolving remaining debt maturities. A favorable outcome in the arbitration process could significantly strengthen Tullow’s financial position, providing the company with additional flexibility to invest in its operations and deliver shareholder value.

This moment also presents an opportunity for Tullow to prove its resilience and value as an independent company. As it progresses with its financial restructuring and operational plans, the market may begin to recognize the true potential of Tullow’s asset base. For LTHs, this could result in substantial gains, especially if the company’s debt concerns are reduced and it can capitalize on the growing demand for energy in its operating regions. And this only thing that make us all remain positive is the way TLW has been reducing debt and continue it’s capital restructure. Patience is a virtue!!!!

This is a truly and significantly an overreaction. I mean the drop. Pity those who sell at these levels while we all know that The share is already significantly undervalued. I did nothing now other then buying at this level. People should really think of the big picture. This might be for the best especially for those LTH.

Who you are referring to you ???

Our only hope is that science does some justice for us and rewards LTH. I have to admit that I’m not a fan of the CEO, who seems to be more obsessed with Middle Eastern politics than anything else (as evident from his LinkedIn interactions, which are mostly humorous exchanges), while ignoring the plight of his poor investors. Anyway, I also agree that he should be the last person in the world to make business decisions, especially if the HEMO trials succeed in the near future.

The good news, though, is that the trials are now being overseen by some truly reputable and skilled professors and scientists. I have read their profiles, histories, and records, and that’s the only thing making me wait and feel slightly safer. Those involved in the HEMO trials have conducted numerous similar trials with excellent track records.

So, once again, let’s just hope this will at least help us break even. I’m also down quite a lot and can’t believe how much I’ve lost here. But it is what it is. I won’t complain and will keep hoping, as I believe there’s light at the end of the tunnel.

No chance. It might look very unprofessional. This would indicate that they are surely going for the deal. So this won’t happen even if share price is far less than what it is now. It’s not always as simple as we think or wish.

You’re absolutely right—valuations and premiums vary significantly depending on market conditions, company size, and strategic importance. In Tullow’s case, given its substantial debt and operational challenges, a higher premium could still be justified to do some justice for LTH.

As a “giant” in oil exploration, especially in Africa, Tullow’s assets might be much undervalued by the market, so Kosmos or any other acquirer might need to offer significantly more to convince stakeholders. It will be interesting to see how this unfolds, especially considering the recent trend of rejected high-premium offers across industries.

Let’s wait and see. Have significantly averaged down today. Nothing much to lose anyway.

Could not agree anymore mate!!! Let’s hope we get a good surprise. I have been in this since it was £4 plus The least to say….i hope they think of us when making such a deal.

The valuation for acquiring Tullow Oil would depend on several factors, including its market capitalization, debt levels, and any premiums typically applied in acquisition scenarios. Currently, Tullow Oil’s stock is trading at approximately 23.6 GBX (around £0.236), with a market capitalization of about £340 million as of December 2024.

Given its substantial debt (reported at $1.87 billion earlier this year) and relatively low Price-to-Sales ratio (0.31), the acquisition price would likely reflect a combination of its equity valuation and the assumption or refinancing of its debt obligations. Analysts suggest that potential acquirers may offer a premium on the stock price, potentially valuing the company in the range of £400-500 million, depending on negotiations and synergies   .

If Kosmos Energy proceeds with an acquisition, the price will likely include a premium above Tullow Oil’s current market valuation of about £340 million. Here’s what this might look like:

1. Share Price: Tullow’s shares are trading at approximately 23.6 GBX. Acquisition premiums typically range from 20% to 40%, suggesting a possible offer price between 28-33 GBX per share.

2. Enterprise Value: Beyond the equity value, the buyer would account for Tullow’s debt of $1.87 billion (~£1.47 billion). The total acquisition cost (enterprise value) would likely exceed £1.8 billion, depending on how the debt is structured in the deal.

Hypothetical Acquisition Scenarios:

• Without Premium: £340 million equity + £1.47 billion debt = ~£1.8 billion.

• With 30% Premium: ~£440 million equity + £1.47 billion debt = ~£1.91 billion.

EQT fundamentals rated 10/10 with a strong buy recommendations

https://twitter.com/dr_tkd15/status/1465748794339954689?s=21

I would also like to note that Vlad & his team are somehow supervised/directed /or at least advised by HEMO chairman who is one of the world most Intelligent scientist in the field. He has made a real impact and significant changes to the commercial and medical aspects of the field, particularly in relation to Mechanism of Autoimmunity. Read below about him:

Biography (Chairman of Hemogenyx)

Professor Sir Marc Feldmann is a pre-eminent medically trained immunologist at the University of Oxford where he was Head of the Kennedy Institute of Rheumatology until 2014 and now Emeritus Professor. He trained in medicine at Melbourne University and then earned a Ph.D. in Immunology at the Walter & Eliza Hall Institute with Sir Gus Nossal, before working in London at the Imperial Cancer Research Fund. Sir Feldmann’s main research interests are immunoregulation, understanding mechanisms of autoimmunity and the role of cytokines in disease, and working out how to fill unmet medical needs
His work in London led to the generation of a new hypothesis for the mechanism of autoimmunity, linking upregulated antigen presentation and cytokine expression. Testing this hypothesis led to the discovery, with colleague Sir Ravinder Maini, of the pivotal role of TNFa (Tumor Necrosis Factor alpha) in the pathogenesis of rheumatoid arthritis. This major discovery has therapy not only of rheumatoid arthritis but other chronic inflammatory diseases (eg Inflammatory bowel disease, psoriasis, ankylosing spondylitis), and helped change the perception of monoclonal antibodies from niche products to mainstream therapeutics. Anti-TNF therapeutics are the current leading drug class with 2016 sales exceeding $36 Billion.

This has led to much scientific recognition, for example election to the Royal Society and Academy of Medical Sciences in London, the National Academy of Sciences USA and the Australian Academy of Science, and multiple major International prizes: including the Crafoord Prize of the Royal Swedish Academy of Sciences, the Albert Lasker Clinical Research Award (NY), the Ernst Schering Prize , the Paul Janssen Award for Biomedical Research and the Canada-Gairdner Award. He was also the first recipient in biology or medicine of the EU/ European Patent Inventor of the Year Award in the Lifetime Achievement category. In addition, Sir Marc has advised more than 20 of the largest pharmaceutical and biotech companies in the world and has mentored some of the most successful scientists, many of whom have become senior figures in the commercial pharmaceutical world. Sir Marc was knighted in the 2010 Queen’s Birthday and was in Australia with the knighthood equivalent, the Companion of the Order of Australia.

Other senior and junior team members had also excellent experiences in elite medical and biology schools such as Cornell etc

In conclusion: we have one of the word best and most trusted teams to take this company forward. This only needs “patience”. Good lu

https://twitter.com/vmsandler/status/1405654103464812555?s=21

Washington is beautiful and clean again and Maryland to my surprise is a biotech powerhouse. It is such a delight to finally talk to real people rather than talking heads. Body language matters! Good to See real labs and production facilities, learn how things are done elsewhere

Thanks, Simon. Good response indeed.

Oh that’s a lovely post Steve. Thank you as I usually won’t waste my time ana go as low as that :)

All those who compare with Hemo are just ignorants and enemies of themselves -otherwise they have their own agendas. I have been invested in Hemo since long time ago and iam very positive about it. However, most of shareholders know that Hemo CEO is to be blamed for what happened. Although he is a bright fantastic scientist, but he is stupid (if I may) when it comes to conducting business and he keeps doing mistakes over and over. We begged him to hire a business-oriented CEO and he just focus on the medical aspects of the company but he never welcomed such a proposition. The deal broke as a result of failed negotiations between the two parties and the greed from funders. Also when the deal was announced it has no clear picture or any good details comparing to what we have seen today. SYME today proposes a well thought and detailed RNS which you could feel that both parties are happy working this way and both look forward to an excellent success story. It also seems that Negma has already seen something more than what we all know. Another issue is that we we pick up Hemo and forget the too many successful stories of other companies who have used the same approach. Again, this sadly presents disgusting agendas from many people who know and read nothing other than rubbish tweets and only headlines with getting into the depth of the stories. Guess what, I am not here to convince anyone, but sooner or later Syme will steel the show and they will be soon bombarding you with a flow of excellent news in relation to Securitisation, Middle East, US , Europe, UK and anything good that you would like to hear about. Be positive and confident and don’t waste your time plz.

Oh and finally, please have a look and see a sample of those businesses who have been funded by Negma and do business with them and u will have the best sleep ever. Until later…….

Completely agree. Been topping up every week or so at these prices. For example, today I bought 49k shares just before market closes and it is reported as sell!!!

14-Jun-21 16:27:57 1.47 49,000 Sell* 720.30 O

The above transaction is mine which is a “Buy” but it shows as sell.

I love the idea that for one of the product they are seeing some positive data and they just want to make sure that these data are Reproducible and repeatable- this is absolutely significant piece of news in today’s interview, good luck guys, future is bright

* that supposed to be good luck :-)

https://twitter.com/dr_tkd15/status/1381332119771828232?s=21

Although power horse energy is much trending and popular among investors, but looking at those stats, EQT would look significantly undervalued - I see 5p coming sooner than what we would expect. Good long LTH