Member Info for Persiantrader

Last chance to make some money

Its goes to 55-60 at these prices, may take a few weeks

Do not sell !!!

Dont sell, until it gets to the 20s !!

Brent oil: $65/bbl:

Revenue $800–900m

Pre-financing FCF ~$150–180m (official guidance)

Brent oil: $115/bbl

Revenue $1.4–1.6bn (+75–80% uplift)

Profit/ FCF ~$600–900m

Sp going one way now ^^

295 Target today

Hold your shares

Brent Oil $65/bbl: Tullow Revenue ~$900 million; Profit/FCF ~$150-180 million (covers basics, modest deleveraging).

Brent Oil $85/bbl: Tullow Revenue ~$1.15-1.25 billion; Profit/FCF ~$300-400 million+ (strongly cash-generative, accelerates debt reduction, supports potential shareholder returns or investments).

SP will go back to the 20s

Hopefully see 15p today

Tullow is +112% YTD !

Hold your shares, make some money

$85 Brent Oil

Revenue: $1.15 - $1.25 billion+

Profit: $300 - $400 million+

SP has to be in the 20s next week !

Brent Oil $65/bbl: Tullow Revenue ~$900 million; Profit/FCF ~$150-180 million (covers basics, modest deleveraging).

Brent Oil $85/bbl: Tullow Revenue ~$1.15-1.25 billion; Profit/FCF ~$300-400 million+ (strongly cash-generative, accelerates debt reduction, supports potential shareholder returns or investments).

$85 oil = 400m Profit !!! and our Market cap is a tiny 195m !

do the maths...

make some money....

Hold your shares !!

Tullow to the 20s !! soon

At $80/bbl Brent (a material uplift from recent averages around $65/bbl in guidance and realizations), Tullow Oil's share price (SP) could reasonably target 20-35p, implying significant upside from the current level of around 13p. This reflects enhanced free cash flow (FCF) generation—estimated at $300-400+ million annually (vs. $150-180m at $65/bbl)—driven by higher realizations on 34-42 kboepd production, after capex/decommissioning ($225m) and hedging impacts. Stronger FCF accelerates deleveraging from ~$1.35bn net debt, reducing risk and improving equity value via lower interest burdens and potential dividend resumption or buybacks.

SP will return to the 20s at $80 oil in a matter of days

We are up 93% YTD.

The sp is not going down.

https://www.google.com/finance/quote/TLW:LON?window=1Y

Oil is up into the 80s... so sp should hit the 20s this week. its just normal.

just hold your shares.

The key difference for Tullow Oil between $65/bbl and $80/bbl oil prices lies in annual free cash flow (FCF, often referred to as pre-financing cash flow in recent guidance) and the resulting acceleration of debt repayment.At $65/bbl, Tullow's 2026 guidance is $150-180 million total annual FCF (pre-financing). With capex/decommissioning around $225 million and ongoing leverage, debt paydown remains modest, focusing on liquidity maintenance rather than aggressive reduction from current ~$1.35 billion net debt.

At $80/bbl, higher realizations significantly boost total FCF to an estimated $300-400+ million annually (based on historical sensitivities of ~$40-70 million extra FCF per $10/bbl rise, scaled from base guidance and production of 34-42 kboepd). This enables faster debt paydown, potentially $150-250 million+ more annually than at $65, accelerating monthly debt payoff by roughly $12-20 million (extra annual FCF divided by 12).Total FCF at $65: $150-180 million (2026).

Total debt paydown: Limited/modest annual reduction.

At $80: Total FCF substantially higher (~$300-400+ million), enabling much faster total debt paydown (potentially 2x+ more aggressive deleveraging).

At $80/bbl oil (Brent), Tullow Oil's share price (SP) could reasonably target 20-35p implying 90-230% upside

No oil tankers are reliably passing through the Strait of Hormuz right now in normal commercial volumes. IRGC warnings via VHF radio state "no ship is allowed to pass," causing most tankers to hold position, U-turn, or pile up at entrances (e.g., Fujairah, UAE). Some limited transits continue cautiously in both directions per tracking data (e.g., Bloomberg, TankerTracker), but major operators (oil majors, traders) have suspended shipments, and traffic is effectively halted or one-way outbound only in many reports. Live AIS shows vessels stationary or reversing.

Estimated disruption: 10–18+ million bpd stopped or at risk.

Tullow back to the 20s next week

HBR 300 Target

BP 500

TLW x2 (biggest upside)

Maintaining BP - 500 Target short term

TLW (Tullow Oil)is best oil stock upside, x2 x3 in weeks

Tullow sells the much more expensive Brent not WTI