Member Info for Ken17

Can someone guess or estimate howmuch of the debt Tullow can pay back by the end of 2026 providing the brent remain above $85 and production remain at the upper end of the forecast?

I did ask Richard (CFO) today but said it is too confidential.

Https://www.youtube.com/watch?v=59DOcRxxoX8

See Cavendish note -Afentra - released this morning and new TP.

I think when you construct a statistical model then I am afraid you need to put all the variables that affect the share price in that model. I can see that the only variable here is the offer to the company ! But how about the outcome of the current drillings that started 10 days ago? Of Course, there will be a quick rise in share price in case of a bid. But if the drilling outcome is postive, then we will have a steady rise in share price based on solid unshakable foundations and then will have a better offer for the company. I am personally optimistic regarding the drillings and do not want the company to be taken over. However, this is my opinion, not an advice and always do your own research.

Https://www.lse.co.uk/news/CNA/citi-reiterates-buy-on-centrica-after-fridays-slump-o29kwk39jvzb9om.html

Q52

Thank you for your time writing this long narrative.

Brilliant dissection of all the angles in the take over process. However, my gut feeling that this company will go at a price between 120p - 150p.

It worths, in couple of years, north of 300p. Shame that they are selling.

There is a constant seller in market and that is the reason for this languishing share price.

Nothing wrong with the company and they are in fact looking for small acquisations.

Share price will, in my opinion, remain subduded till this seller finishes.

The share price over the last 12 months is moving within a range of +/- 45-67P.

This means that in 4 years time Mrs/Mr Starr will get their £120,000 back plus an interest of £52,080. Fantastic deal.

Will they be lending money to PCIP, in case of future acquisition, on simillar term? May be this is the reason why he is still aorund !!!

Hxxps://www.lse.co.uk/news/BHP/london-broker-ratings-kingfisher-cut-peel-hunt-ups-oxford-nanopore-nlf08hb1hcl5x55.html

Stupmy

Very good post.

Thank you.

Xhita: Are you SapphirBlue1 on ADVFN? Identical posts.

I just have the same feeling that an update about the KONs is due very soon.

Opportunity to buy.

I just did.