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Actually this is a very helpful update.. the thing that stands out the most is the cash generation of around 1b from asset sales.. this process is ongoing and can land any time.. markets will price in a small percentage of that for now, but the sentiment will change.. short positions will be very wary of this as well..

That’s pretty much how I interpreted it. Good news for us, hopefully either total or Exxon, may be repsol can get the 30% of them and accelerate the exploration

Tlw is a mini sleeping giant atm.. imagine what will happen to the sp if any of the assets sales gets finalised, we are talking multiples of today’s mc.. it is definitely worth the risk at these crazy lvls

Trends I don’t believe that’s the case, but if they were to do that, it wouldn’t be that hard.. negotiations and the final signature are two different things.. if rns was being prepared during this week then Thursday would be the time to announce it... but I don’t think that would be the case here, hopefully I’ll be pleasantly surprised lol

Franky if u had at least one brain cell in ur box ud realise that 400% premium is still around £1b mc which atm where we should really be considering all the assets and revenue etc...

Just dreaming but would be amazing if total bought a majority stake in Tlw.. they will turn this company around in 3 weeks.. Most likely an update regarding the sales of African assets and advanced talks with potential ceo etc

Considering that reports last year were screaming that creditors are don’t with the shale industry , this is the final nail in the coffin... also with all the changes regarding the environment, I can really see US shale shrinking by over 60% in the next 2-3 years.. funds are being pressured, banks will be pressured next to avoid investing in businesses like that.. proper oil&gas companies are safe for the time being, but shale will be history pretty soon.. also we could see oil at over $100 considering that barely any new reserves have been encountered and the industry has invested peanuts in the past 5 years

Looks like tomorrow’s news has leaked

Yep eco is a big winner long term in this war

“U.S. producers slashed spending in a move that could cut output” one of the main reasons why oil is up today... hopefully the prices stay around high 30s low 40s to kill the US shale industry.. that would be very beneficial for everyone long term

Still down 5%...

Yes it can, can see 12p coming again

Am pretty sure 17p will be available again... only positive is that China seems to be getting out of the virus mess.. expecting them to be bk to full throttle by end of April

Yea more than half way which took half a year... with all the external factors atm can’t see the sp being positive until at least summer is over

Could see a short term bounce bk to low 20s

They’ve held emergency meetings before when it was needed.. so thats not a problem

17p looks like the floor... I hope I don’t regret buying so much.. sold all my Tesla shares and thinking of stopping at 1.5m shares here.. time to bring out the old weed box

Russia won’t be able to last until the end of the year while sponsoring Syria.. SA have plenty of reserves atm to stay afloat for the next 12 months to grab the market share from both US and Russia... I can see Putin caving very soon.. US shale are screwed anyway.. production will fall dramatically this year.. China is already recovering from the virus and am expecting a very strong second half of the year with increased consumption and factories running on overdrive to make up for the beginning of the year... can see oil recovering to mid 40s when the virus is contained globally, regardless of the SA/Russia hysteria

Been waiting for over 90mins now for my order to be filled

Put in an order first thing, still not filled... mms making the big money again here