Spider sense tingling…3 Oct 2025 20:23
Totally off topic, but what are your thoughts on Tullow being a take over target?
Were under financial pressure with a significant net debt (around US$1.5-2 billion in recent reports)
Kosmos Energy was in preliminary talks for an all-share takeover of Tullow Oil in late 2024. But those talks ended.
There were also merger discussions between Tullow and Meren Energy (formerly Africa Oil Corp) that reportedly collapsed in mid-2025.
Management change & strategic refocus
New CEO, a focus on deleveraging, clearer core assets might make it easier for a buyer to see a path forward to generate value. When a company is “cleaning up” itself, it often precedes an acquisition.
Just food for thought this weekend.
GLA!