Member Info for Romeike

Progress on TEN is everything. Production from TEN specifically. Having a credible plan to cost effectively deliver more oil and gas output approved is vital. Kenya matters but it isn't baked in one way or another.

Because there was a run up ahead of results in anticipation they would be good. Some of those are now profit taking on their call and closing long contracts. I'm expecting a move back up towards 18-20 level once the news from Delaware is out.

Equivalence of calorific value ... BOE is based on the energy stored.

BOE is based on the energy stored. Gas trades around 15usd for 1 boe, whereas oil trades at around 80usd for 1 barrel. So the answer unless someone wants to correct me is that the financial value associated with each is simply the market price * the standard unit which of course if very different at the moment but in the past has been much closer.

Yes, the share price will surely be more responsive to forward statements on production and activity like TEN developments (which is the main item I am hoping to here positive news on).

I thought about 9 mil per day went through there, apologies if I am misinformed.

You cant simply compare month on month that way, you'd need to compare year on year at the very least

The fact that oil prices aren't even nudging when tankers are going around Africa like it was back to the medieval era is pretty stunning. Not to mention that a sizeable portion of US production is in the deep freeze.

It is quite bad when you anticipate the likely SP movement in advance based on the same tired ongoing games being played with the SP. I had hoped that by now liquidity would have picked up enough to buffer the stock from such blatant manipulations.

It's all about production. Recovering production chart is not a nike swoosh it is a big U shape - it takes a solid plan to stabilise production, get in new infrastructure to negate decline (2021- Q2 2023) and then push on to sustainable production growth (Q3 2023 onward). 2024-25 is when real production increases should feed into results and following huge improvements on the bonds the equity side is next to see a strong recovery to a level that more fairly reflects the buisness.

As previously posted on this board, delivery routes for Tullow sales go no where near the Red Sea. The only impact is on Brent OP itself which if anything is not sufficiently responding to the real impact on shipping and freight costs.

US numbers are total fantasy land these days as is the ever espoused "technological breakthroughs" in fracking. There is nothing technological advanced about pumping chemicals at pressure underground to release oil, it's all about how much damage you are prepared to cause.

I am sure no one asked Tullow to build a refinery, rather it would be built by GDC.

https://seasia.co/2023/09/16/indonesia-and-kenya-strengthen-ties-through-energy-investments-building-a-major-refinery-in-kenya

Tullow would benefit by having a customer close by to buy all the oil.

You're well out of date mate

Https://ghanachamberofmines.org/about-us/chamber-executives/

Angela Diala List 2nd Vice President

Angela has built most of her professional career within the mining industry and is a highly regarded figure.

She was solely responsible in successfully engineering a small family-owned private enterprise which had little or no access to raising equity capital to increase its total asset value of about US$ 21 million in 2001 to over US$ 750 million. In the same manner, revenue skyrocketed from about US$ 20 million to over US$ 500 million under her steady leadership.

Is JMAX the new patel?

Raises Hunting and Harbour but cuts Tullow? What a load of crap.

I believe the drop in refining in China is due to quotas rather than actual demand changes.

The CFO is a new hire, totally unsullied by the likes of McDade. McDade is old news and good riddance frankly.

Discussions in overtime?