Member Info for scaredycat

..this has to be approved by shareholders in Jan, is that right?

think the working capital/ capex was 'operationalised', additional hedges for 2021 and Rahul probably sandbagging his 2021 performance pending RBL and strategy launch aimo

Can imagine Gladstone and MW taking sage to the cleaners like gladstone did with MCRO but market is rising so I think this is a mix play and will bounce hard

I cant imagine this company wanting to finance purely from equity. Current oil prices suggest TLW can service debt and still have capex for growth whatever that opportunity is, ant there are lots. RBL will pitch one way or the other re debt. Kenya will be interesting as they are making incursions into somalia at the moment to protect oil interests so are 100% switched on..

LoL

..like an old pair of shoes left for the next wearer
GLA
Godot

Good time to be a lawyer. Long live jurisprudence

Anyone want to own up to 'cuddles' from essex?
https://www.bloomberg.com/news/features/2020-12-10/stock-market-when-oil-when-negative-these-essex-traders-pounced

Azvalor
'We dedicate all our time and effort to finding and analyzing high quality companies, investing in good business, with sustainable competitive advantages over time, high Returns on Employee Capital (ROCE), led by a good management team that ensures the interests of shareholders and whose intrinsic value is not reflected in their quote price.

We seek to leverage short-term price-value inefficiencies to try to maximize returns on our long-term investments, minimizing as much as possible permanent losses.

When we invest, we act rationally, without being carried away by emotions, applying the philosophy of value or "Value Investing", where time plays in our favor and patience is a key factor.

BP up 5%, TLW up 1%

shorts cant get out, rocket soon imo

I can see this short compressing the SP against the market and spiking 700 before settling back 635+ aimo

Looks like the directors driving the drop. And treasury activity as incentives vest..?

'Fitch quoting they expect Brent to be 45 dollers a barrel average for 2021. Seems very conservative. Thoughts?'

TLW have long range plan average of $60. BP, $55 etc
OPEC think 4.5% GDP growth in 2021 reversing 2020 4.5% decrease.
Its a collection of 'things' pushing prices up and a collection of things pulling prices down which average to the net direction up or down.
In 2021 Biden will be promoting a net increase of US and International 'things' reversing Trump's promotion of only a few US 'things'
Going to take some time to coordinate it all so plenty of opportunities to buy dips, take profit, get back in etc
aimo

I am training myself to not look :-|

Vaccination campaigns, concerted health policies and government financial support are expected to lift global GDP by 4.2% in 2021 after a fall of 4.2% this year. The recovery would be stronger if vaccines are rolled out fast, boosting confidence and lowering uncertainty. Delays to vaccination deployment, difficulties controlling new virus outbreaks and failure to learn lessons from the first wave would weaken the outlook.
http://newsletter.oecd.org/c/12q73HcFDGkqfM1GzgGvaGwEk

me too 581p..

60% underwritten, I guess £29

https://www.msn.com/en-gb/news/uknews/pfizer-biontech-covid-vaccine-wins-licence-for-use-in-the-uk/ar-BB1by59f?ocid=msedgntp

Think its negatively correlated with the market. If ftse down, sage up and vice versa