Member Info for scaredycat

smugglers hit hard by CV. Analysts working hard on the mix analysis, well done all ;-)

I tried averaging down from £17 when it was divi stock. On ADVN they where whooping like cowboys as it was shorted down..
Hope the rise is brutal and the shorts give it all back to the PI's/ pensioners.
Best outcome for me is they declare a dividend based on a performance strategy. This will fly.

'Cant believe the amazing Kenya news got lost in the noise today.....Great find Davstock.....'

Looking forward to the RNS selling a share in Kenya.

So $500m in the bank this week. Another $75m on FID. CMD will strategise a share in Kenya partnering a low/ lower cost model led by Rahul. Long list of opportunities across the portfolio. FCF breakeven by year end. $1bn liquidity. Shorts can bounce their way out as we get a higher SP. Day traders got plenty of opportunity too. All good imo

just needs the shorts to start buying and complete....8.8% short over 0.5%

up - $43.63. Would be good timing if oil was over $47 on the 25th
https://uk.investing.com/commodities/brent-oil-streaming-chart

'Lots of trading platforms were down yesterday and people unable to trade'

why were all the trading platforms down yesterday?

Maybe the delay is to bundle it with the CMD message. Its a wateshhed moment.
There is trading and then there is the serious long term investor.
Who do TLW want in the base? We deserve to get our money back under any scenario

'Someone mentioned orchestrated.'

Symphony more like

Contractual negotiation to recover kenya development costs. Think the negotiation and the economics have moved on from force majeure to a 'low cost' investment proposition end of 2021. Thats my memory of it so could be wrong. dyor..

Presumably Whitebox et al were buying today and Monday we will see their shorts closed on short interest tracker.
Just guessing they could be expecting a jump in SP on $500m RNS?

Also, I wouldnt be surprised if we see a bid from a business with a stronger balance sheet- $500m in the bank, all the painful turnaround done and the management team on the ground running...?

Nayan K paid 6.54p and Gary J paid 9.55p so stakes in the ground!

Brent up, $41.22
https://m.investing.com/commodities/brent-oil

Naah, they just playing it at arms length. I will be loading up cob tomorrow or monday

Maybe its news for CMD, 25 Nov.

While some is earmarked for the $300m debt in 2021, could tlw negotiate moving the repayment dates and continue to service interest? S&P says we are stable

Guernsey or Netherlands probably

Agree. Its difficult to unpick the narrative but in the end the regulator is in control. Alot of families will need access to quality finance before the 'pandemic' is over and wont have access to furlough or printed public money

interest rate in UG is c. 7%

'Reckon OIL hit the lows today, looks like a capitulation low.'

I was just going to say that ;-)
It was moodys about turn that reminded me.
They did something similar with oil back in early 1990's when interest rates were high..
Feels like we are passing through the eye of the negative interest rate storm.
So TLW could be a long term hold until 2050 and back into the £teens :-)
aimo

Brilliant.
Moodys to follow shortly imo.