Member Info for Redheadedrager

JMAX 🥱

Try saying something different or coming up with some actual insight / analysis that’s not either

i) a statement of the bleedin’ obvious

ii) a repeat of your mantra of “oil over $100 but SP not at 52 week high / insiders not buying (they can’t at the moment anyway as it’s a closed perid) / not t going up”

iii) TLW is doomed, doomed I say!!! Sell now and buy FRES

😜

Nah, honestly mate, we all love you really, your like the boards unofficial mascot - the sad scraggy puppy that no one wants to take home, so you hang around here - yipping sadly . . .

Vessels selected by Iran, the last great bastion of free market economics and absolutely no vested interest in forcing p.o.o. as high as possible to execute their only leverage on the US In this highly asymmetric war.

Reckon $150 by end of next week IMO. If DJT goes full Lt. Colonel Kilgore on Kharg island then much higher . . .

@JMIN,

Some would argue that by being on this website at 7.30am on a Sunday, asking for a legally binding wager with someone you’ve never met over something that nobody really cared about, you have already lost . . .

Brent and WTI prices are, IMO, being artificially suppressed.

Sadly for the Iranians and the rest of the ME, this isn’t going to be over anytime soon.

The world is going to have to adapt to 20% less crude. Already the IEA is telling people to WFH and only make essential journeys . . .

Once the trade flows adjust for the new “realpolitik” Brent and WTI prices will only go one way.

Https://www.tullowoil.com/investors/events/

Byeee!

So, you do agree that TLW is worth more then 13.5p - you quote 20p - so a good investment case no?

Think I’ll end up closing out my shorts on silver and gold in a week or so. They do have a way to go yet, but don’t want to be too greedy.

Gonna hold TLW until I get a good profit. Already doubled my money. Think should be able tondo that again 👍

The clever ones shorted gold and silver about a month ago ;-)

Markets are not rational.

Those commenting on the markets are often less so.

The least rational of all is Jmax 🤣😂

Irans South Pars gas filed has been attacked . . .

FT carrying story on front page.

This is going to force Brent up to the $120 bracket in the short term . . . IMO

Neither. Try reading the RNS.

CHAR . . .

Erm . . . Harbour Engery . . .

Another stopped clock classic from the Oracle at JMAX . . .

@Tiger16

Tiger, the debt is not unprecedented - at one point debt was over $5bn . . .

If you’re clutching your pearls that tightly, perhaps you should cut and run and invest in a lovely cash ISA yielding a remarkable 1.8% . . .

Recognise the risk, it’s either in your appetite or not. Make your investment decisions accordingly.

But please, stop being so nervous. You sound more like a mouse than a Tiger . . .

FCF is massively increased following refinancing. Even at $65 it means taht at current sustainable production rate it will service the debt easily and mean a much better position too refinance again in 2028 - much less debt and much better terms too. With the 4 producers being drilled this year alone, plus the elevated oil price, certainly derisks a lot. It’s not a widows and orphans stock, but definitely worth being considered as PART of your portfolio (high risk - small proportion). . .

TLW SP hit the year highs when rumours of a take over were circulating.

TLW has done over 300% from lows of 3.5p on 25th Nov 25.

Show me another oiler that’s had that performance in the past 6 months.

Nah Jmax. I don’t buy it. Iran is going to make the 70s oil crisis look like a tea party.

Per the Feb 20th 2026 TLW presentation (slide 3).

Once again, Jmax being the most inaccurate poster on the board.