And that's the reason Tlw will probably end up at 31p
All things being equal, surely the 2h will still be 7kboed giving an annual extra 7k boed or are you using a different assumption?
Guidance for 2023 is at most 64k
What 100000bpd??
The coupon on the bonds are fixed at approx 10%. It doesn't matter if interest rates went to 20%, it wouldn't affect the present Tlw finance costs. In two years time when we go to refinance however, that is where current interest rates would have a negative affect.
I'd like to see 1.50 before you unzip your trousers (just to make sure you don't :))
Seakingalpha - you make good points and there would be nobody happier than me if this turns out to be beyond anybody's expectations. It just seems we are losing the run of ourselves when we talk of billions of increased valuations and cash. I don't include Kenya in my calculations and my investment in Tlw still makes sense. Anything else will be a bonus (maybe a big bonus!!)
I think you maybe getting carried away - PT/Anton, why do you think the market is valuing Tlw at 480mln and Total/AOI walked away without a bean after all these years?
AT's showing now
Apologies for double post
A successful outcome is definitely not in the current price but you can guarantee the price will be decimated if it goes belly up (and then a slow recovery).
A successful outcome is definitely not in the current price but you can guarantee the price will be decimated if it goes belly up (and then a slow recovery).
JoeyWunna "Lad" - do a bit more reading and you won't have to ask so many questions.
Yeah but it gets bloody boring though
I suggest you read previous posts rather than expecting someone to take up their own time giving you chapter and verse - DYOR
Agreed Bluemoon - What these historians fail to see is that some investors have made 50% since May on Tlw. Obsessing about what other contributors have said in the past is totally irrelevant and clogging up this board. It also ignores the future prospects of investing in Tlw at this point.
Yeah well I'm not a "professional investor" and I will think long and hard about buying anymore shares on LSE.
'fraid not. It was temporary and not Tlw specific - it was across many of my shares. Volumes are pathetic in general this time of year and allows games in SP movements by mm's.
The LSE is one of the most illiquid exchanges in the world - it's shocking!! Particularly this time of year.
And why do you continue to make disparaging remarks about the vertically challenged ???