Member Info for MaverickD

Well 30p is far too low and Sidara will probably need to up the offer to get the vote through. Well at least we know they wont be walking away, albeit they will need to dig deeper, or an alternative bidder may now swoop in to top what’s been tabled.

To add 40-45k production guidance now with an increase production via drilling in Ghana and ramp up production in the region with a new licence extension in place. Value accretive to someone onboarding TLW’s assets.

I do believe the SP is being bought up and if we get back above 13.5p then getting back above 16.5p is more than possible. We have Gabon payment and we know production is being ramped up in Ghana with the possibility of a takeover in in play

Well we know where it was @Jmax but have that feeling we are heading up - would be good to see if we break above 16.5p now

Well definitely demand in the sp. Would like to see if we get to break through 16p or if there is a strategic buyer because although many mentioned short positions here the short tracker shows zero increase since June I believe and then funds were reducing. Improving oil lifting is key…..which they are looking to do

Yes it’s quiet because the SP is being chased upwards with the big buy orders having been filled………I signed off for a few days as I was in Marbella - amazing guys

4 buys of 1.65m just filled by the looks of it

See I know the share well enough to know the money behind it will be refinanced - back in 2019 when oil was around 35 dollars and debt at almost 4 billion the debt was refinanced. Every cycle there are peaks and troughs - oil is pretty steady now, but we have seen geopolitics send it wildly above $100. Also with Jubilee production and ramp up in focus the money will be targeted in the portfolio. JMAX might be wrong about many things, but we have wasted money in Kenya relative to what we have recouped - financial discipline is key. 5 years ago production was 75k, so key for the next 12 months is to get us back above 55k daily production. That’s where the focus should be.

Nice 1.65m buy order filled

I do see a bounce back from these levels, so buying opportunity

@Jmax I believe a takeover is potentially on the cards and the Bonds suggest that the debt and refinancing package will happen. The Kosmos update gave an insight earlier in the week, but I have added today twice

Gap fill in the 13’s …….will see if we go back and see if we settle back there, but as JMAX has stated this is an opinion…….I was still happy with that update - were some expecting different

No experts here JMAX - just players

500k buy filled

Buys now to overtake the sellers and the sp bounces - I can see no reason we wont be back up where we opened at the very least

Buys today’s at 12.44 and 11.7………always need powder on the sidelines. Results were as expected and in fact offered some progress at Jubilee. Oil assumptions at $65 and we are above that…..hedges look good.

MMS have taken out those stops - poor guys

In for more 12 month low

@Fog I’ve been entertaining since 2008 and it appears you joined the show in 2024 - we all start somewhere, I just happen to be pretty good here over this time. Light work

@Fog you obviously read the post when I sold half my holding at 21p and previously so my 80k bag is free carry