RE: Way forward for Tlw9 Aug 2025 14:25
Xxjnr
Some good historical points
I thought RD was brought in to
Increase production and manage existing operations efficiently
He failed to find oil , neglected existing well management
Spent the 2024 profits going backwards hence his summary dismissal
My instincts told me to sell immediately as no one gets summarily dismissed without good reason
however I could not see the lay of the land.
So going forward
Increase production of existing assets
Discover more reserves
Manage the assets efficiently to drive down Beak even
Refinance
If Tlw can deliver on 40 to 44 and refinance the 1.3 26 notes they will have turned a corner
They need to keep it simple let’s hope they can achieve this in the short term
Or it’s curtains for the LTH