Member Info for Longish

Next release Jan 21.
https://www.eia.gov/petroleum/drilling/#tabs-summary-3

I guess thats TLWs conundrum. I see Dorothys ex employer (JPM yesterday) reiterates 63p broker target. GLA for a blue week ahead

23kbpd over 25 years starting in 3 years time is worth $1.4bn? Thats about 25cents per barrel at 9% dcf.

$200m is the net 'profit' from 21.57% sale of interest to Total and CNOOC if committing $700m to the FID?
Tullow only wanted to pay $85m in tax vs gov $167m. President Museveni currently agreeing concession on this. Is that right reading of the article?

23kbpd = 0.5bn per year in 3 years time?

Yeah. If I sold all my average down I would only be breaking even and then needing 160

Funny coincidence that. I was just thinking 150p

4.7% now..

Shorts wont want to be in over the weekend in case news imo

Can imagine McDade was juggling all the balls, just in time ops and then a ball drops. Dorothy loses trust in McDade. Someone on the floor says I don't recognise those power point numbers he has been presenting. Here is what I have in the geo model sausage machine. Dorothy nearly swallows her adams apple, except she hasn't got one and gives a knee jerk ethical update because there is no time left.

IMO next weeks update will either include +ve numbers missed in the knee jerk reporting or we have to wait until Feb when it has been audited. All the bad news should be out if that's how it all went...

if Confucius was CEO he would say, 'learn to let go of those things you seek to achieve' ...like wealth, profit, increase in SP and so on

No problemo

Hullaballoolah!! please sort this out. 175p please

Smartphones lol

If an internal candidate who understands the ops and numbers can step up, this could turn round on a sixpence. Just needs to an achievable stretch plan using the capex available and we get a sudden change of gear. The politics of gas in west africa seems to be about taking in each others washing so a short term deal is possible given the hullaballoo

Think it just needs ceo news and production/ strategy update. Its rudderless at the moment carrying a valuable cargo. Next week is likely to be about confidence in reporting methods etc but could surprise if they weren't all in the carribean on holiday over xmas

No div

Dont think there is a protocol because of sanctions so Iran can mark its own homework

Yeah. I wont drip anymore in unless I get a good move down

Doesnt seem to be a working capital issue and stock sounds like upside. The updates need to be confident and positive and in the upper end of the range already given in guidance.

Then the risk of any further bad news or surprises is extremely remote because its all out there now?. As 2019 is on guidance, we should not be worrying about Jan 14 update or Feb FY report ?