Member Info for Scrodingerscat

JJ... a bit of a pithy response. I don't deny there isn't a clamour to buy in right now or even sell for that matter hence the volatility. Low volumes are
part and parcel of unloved shares. But that could easily change, you did suggest manipulation was not something that happens, it does you are just accepting or ignorant of it, that's completely different. Now if everyone in a market place can have the same influence on a SP then fine but PI's rightly get irked that they are not even playing the same sport when it comes to buying and selling, look at those being taken to court over Gamestop. The difference is a couple of hedge funds can have the same impact on a SP as thousands of PI's collaborating together and it is just accepted as the norm. We all play the game but if you don't believe the game is rotten then more fool you.

JJ... the markets have always been manipulated, certain forms of manipulation have been addressed by regulators others are perfectly permissible. Market makers by definition actively move the bid up or down to try and encourage volume for starters. Algorithms are the biggest volume drivers to the modern trading world and actively buy and sell to move the price in a certain direction with concerted small trades, dummy trades etc. executed at the exact same time, which gives a false picture of supply and demand. This is not a conspiracy theory it's factual. Now the bit about the price manipulated down is conjecture as nobody can look at level 2 and tell you who exactly is buying or selling but you are fool if you think billion £ hedge funds are not using these tools to tip the market in their favour when allowed to do so. The argument is why haven't our II's counterbalanced this? well look at our major holders, GS are loaning most of theirs out a big PI and a Spanish fund. We need more II's basically and clearly they will not be investing until there are better fundamentals to pin it to. Look at all the guesswork about production right now and some still holding to the previously reported 20% decline in production this year, while Kosmos' Q1 report do suggest that production in Ghana has been better than expected. DYOR.

If anything TLW should be tracking Kosmos not BP. Similarities stake in Ghana, recently paid down RBL after senior notes raise, net debt $2.2B liquidity $800M. Differences less shares in issue, a large short interest, revenue around half of TLW and more importantly have released Q1 results so in last few weeks SP up from 180 to 225.

TLW in the same time period just gone negative from 50 to 49. When your unloved it's frustrating but anybody who can honestly this is being engineered. Been like this since Goldman Sachs bought in. The sooner they disappear the better.

Good, as sticky hands is what we need. Updates are not a million miles away, not long to H1 end. The monthly production numbers for Ghana suggest that production has been good, the non-OP is a bit of a stab in the dark though and some of the bad actors on here have clearly over exaggerated the picture of production declines. Need to get rid of Goldman Sachs as well.

I hate to say it but it really is a case of just patience, volatility until either solid news on Kenya or the SP has a new set of fundamentals to pin itself to, which will only happen when H1 results are in the public domain. Which gives our friendly hedge fund friends plenty of time to exit by either buying off GS or those PI's expecting a black swan event or just apathetic, bored or see better opportunities elsewhere. GLA.

Go on tell us how many of your imaginary millions were tied up in Amigo then, bet your arse is twitching now the shares are suspended. Anybody who reads your posts and sees anything other than a dishonest fool or a gambler needs their eye's testing.

Haha, nope just amazes me how you can shamelessly still post... you little pump and dumper you. Your little smileys are 100% cringeworthy, what are you 8 years old?

Got any more suckers to follow you into Amigo? That scheme of arrangement looks about as stable as a five tier jelly. A good fit for you a rotten company for a rotten investor.

Your point is a load of rubbish and shows a deep lack of understanding about TLW's debt. Think about it, why do you think they decided to refinance with new bonds for 5 years down the line if it was as easy as just paying it off with cashflow, bonds have maturity dates and interest to be paid. It's not as easy as paying down a credit card balance, it's a tad more complicated than that. Im amazed this needs explaining to someone who actually purchased shares in a company with the debt issue being the bedrock of a distressed SP, Jeez what do you want them to RNS exactly what the net debt position is right now, what about daily, hourly, minute by minute?

Just wait for H1 results like most of the rest of us or don't, it's May for heavens sake.

Nobody is preaching, merely pointing out if I'm a fool as you say I'm doing alright for one. Time to be blunt, nobody wants you here, nobody values your opinion and nobody believes a word that comes out of your mouth.

You are clearly on a wind up or stupid there is nothing inbetween. You make £20K every 2 days jumping in and out, yeah sure you do what's that £3.5M a year investing in Amigo loans, Harbour Energy, Hyve, and International Airlines. Your a bottom feeder clear as day you pick struggling stocks and start ramping the hell out of them, if that's your idea of balance good luck to you clearly risk doesn't come into your thought process at all. I bet if a stock somewhere crashed to an all time low tomorrow you'd be straight in there, what I will say is dead cats bounce and catching a falling knife hurts.

You say that like as long as you make money that no matter what you say or do it doesn't matter, I disagree with that entirely and that is why you are a weasel. Clearly principles are what separates you and me.

I'm sat on over £20K up at the moment just on TLW, I'm not blinkered I know when to buy and when to sell and my portfolio is well diversified across sectors and commodities and I didn't have to ramp to high heaven or scream fire in the building to do so. I air my opinions and they can be both positive or negative because I don't think anyone should read what I post and make a decision based on it you however bank on it.

Improved management of the virus, weren't you banging on about India and Brazil? Hardly improved there has it, with videos of bodies piling up in the crematoriums and reports of deaths in some cities being under reported by 30%. You see that's the difference if you have a balanced point. You don't have to do a reverse ferret or a climbdown because how does a crisis in India impact on TLW? Answer it doesn't, but it could do for a whole manner of reasons as pointed out by your split personality from just over 4 weeks ago.

Whether you are polite or not has nothing to do with it as nobody ever questions the manners of thieves. You encouraged people to sell and now you are encouraging people to buy. By all means if you have something relevant to say beyond your catchphrases of "it's going up", "going to turn blue", "it's going to hit £1" something something rampey then fine, but you know that's not who you are. You're raison d'être is only to ramp or de-ramp, as long as people on here know that then that's all that matters.

Got the blinkers on blocking out the haters and talking to itself. Nobody else is happy to see you back, I will let anybody else disagree with me here on that point.

So much for that sub 40p buy back that you were pushing for. Your posts are generally just nonsense aligned to whatever direction suits your position, we should hold a vote on if you should fupp off or not.

Patience, you don't know the meaning of the word, when you sold up and encouraged others to do the same predicting the end of the world just before the market opened, all so you could buy back under 40p but ended buying back in at 52p purely on FOMO. You will probably say some BS about fundamentals but it's here in black and white that you weren't selling up till £1. Should change your username to Pinocchio.

Dreamachine you're a joke you really are, and a liar. Here's what you said recently.

"Still think we’ll see a big correction coming to markets, after lockdown starts to release, and cases surge again. Certain inevitability. I can understand the Government wanting to unlock and kickstart the economy, but just see too much out there right now with mutations emerging all the time elsewhere. Just look at Brazil right now. It’s a crazy time, and even here in France, where there is a lockdown, and restrictions on people to disallow any non-essential movement more than 20km from their residence, people are continuing to move around. I can easily see this all now lasting until end of the year."

Here he goes again, not only that but pumping a payday lender that he will pump and dump no doubt as well. A company that offers a way for people to borrow money they can't afford. When furlough ends it ain't exactly going to be Christmas for payday lenders is it.

People need exposure to tangible asset classes for the global recovery energy, oil, gas, copper, lithium, nickel, wood... heck cheese futures are smashing it in the US right now. Payday lenders that make ridiculous interest off those who can't afford credit lines are for me some of the morally worst companies around, not even interested in returns would never invest in payday loans.

dreamachine, hang on what's changed about the pandemic for you to jump back in here? You are a complete weasel. Everybody needs a health warning when reading your posts.

So for those who only casually read this board dreamachine is a 100% confirmed pump and dump artist. Do not listen or be influenced by anything he/she posts because they are not an investor and will start ramping this as religiously as it did its de-ramping only last month. A despicable character that would steal your eyes given half the chance.

What huge sell off? Looks like very small volumes to me. What can you see that others cant?

Not complaining about the SP increase but do people really just plough in without research from a tip? It has risen more from a tip than it did for the last deal. Paying the wrong people to do PR.

I guess that's the answer to the who is selling, as Goldman Sachs only bought their stake to loan out to shorters. It's good news but it's a shame they can't feel the pain us long term holders have had to endure over the last 2 years. GS get the benefit of selling at a higher price from when they bought in and all the fees they have racked up loaning out their stock.

Excellent news, goes to show what some of the "experts" on here know. Only have to look at predictions posted over the last week or so on production declines that basically infer drops of 10K to 20K (excluding new drills) bopd. Although there are shutdowns planned TLW could quite realistically be looking at a 66,000 - 72,000 bopd range for 2022. Really swift turnaround of the first well which is great news.

I don't understand why people would sell now. Oil demand in the UK and the USA is picking up significantly (check out price growth for flights to Portugal for August) Production is as good as it can be, a re-finance circular is due and Turkana we will hopefully get an update by the end of June. Really couldn't be more pleased with TLW right now. There's nothing left to short, the company is on a stronger footing now than it was before the pandemic albeit with lower production, but with lower debt, no RBL constraints, lower costs and a management team that champions capital discipline.

I think somehow he's still trying to justify the entire stance which he has held for months that TLW had no choice but to initiate an equity raise, not only that but it was a good thing. How much would our shares be worth if $1.8B was raised as equity based on the current market cap? I shudder to think.

Rewind to just a few days ago he was telling us categorically the amount would be impossible for TLW to raise so shareholders would inevitably have to pick up the bill. What is it now..
the coupon is too high? His entire publically declared reason for shorting is now gone, will he fold I doubt it, will probably double down and use some cognitive gymnastics to show he was right all along.

I hope the lesson is learned not to paint your own reality based on one outcome, a lesson all of us should take stock from.

If that article is not written by happy then he should sue the article writer for plagiarism. Some of those paragraphs look so similar to Happy's previous analysis that they could be twins, also very similar writing style, anybody work at a University and have access to a plagiarism checker?