Member Info for Supercooper

Thanks JMAX - priceless that it needed your explanation though :)

Because Rahul decided to take the whole of 2024 off, there is nothing happening from the management team that will impact the SP positively. That is why the SP has moved in line with sector sentiment and the OP. This latest spike in the OP as a result of Middle East conflicts is temporary. How long for nobody knows, but it is temporary. Much more important are the fundamentals of supply and demand for oil over the next 2 years to underpin the Tlw Sp as it recommences some degree of exploration and has royalties starting in 2025/2026. A clear picture of the fundamentals won't emerge until after the US elections. Kenya? - don't count on it rescuing the SP. Free cashflow was guided at 200-300mln. Bank on it being closer to 200 mln - Rahul has never made it to the top end of any of his guidance.

Just to bring you up to date, they made 196mln after tax in 1st 6 months 2024. If you want to de-ramp, why don't you go further back to when the debt was truly a mountain at 5bln and the share price was 7p. Oh I know why, because its irrelevant

You're either pregnant or you're not pregnant. You can't be a little bit pregnant. Tlw auditors clearly have that view as they didn't insist on any accruals for this scam.

The tax arbitration ruling is only a matter of weeks away so there won't be any significant interest from investors until that is out of the way, otherwise it would just be gambling. It will coincide with the US election, another drag on sentiment that needs to be done and dusted before a clear picture on Tlw emerges.

JMAX, worse than that - P/E is calculated on full year earnings which could be in excess of $300 mln for 2024

Just for balance, Tlw made 196mln after tax @$77.7

So at the close when Tlw has traded 20 or 30mln shares, pls don't start the rumour of a T/O

Maybe they've just worked out their travel expenses claim

JMAX - it was me

M3STU - some sort of cross party committee with little relevance to any outcome

Sub 20p is what you have predicted!!

And just for the record JMAX, you're saying there is worse to come!

Flavius, that well is not material in Tlw's portfolio - hence no rns when it commenced and hence Roald was able to buy 159k of shares this week.

Now Stanley, lets not be churlish. I'm prepared to give JAMX that one ::)

M3STU - knowing this little gem probably 21p and then the de-rampers saying it was already priced in :)

Close to a P/E of 1

Just sayin' - must be one of the cushiest jobs in the industry

Head of exploration?? Why the hell do we need one of those?

There's a lot riding on this for Russia continuing to finance it's war machine and SA to continue to re-engineer their economy. Don't expect them to stand idly by and watch the OP plummet too much further. Quickest way to make a fool of yourself is to think you can predict future OP