Member Info for Supercooper

Hi Destitute,

As I said, I'm no chartist so I haven't a clue what you're talking about but I do note you have now kicked the can down the road for 6 months on your 25p price target.

Hi JMAX,

I'll start to address the nonsense of rampers when you start to address the nonsense of de-rampers.

Hi DB,

I'm assuming your assessment is based on a steady state for Tlw -no major strategic developments take place or positive court decision on taxes? What will precipitate such a drop other than some technical situation. I'm no chartist but the graph looks pretty positive to me. What am I missing?

Or maybe just challenging the sh**e you shorts come up with. Having said that you may have called 39p (I couldn't be bothered to verify it) which really highlights you as an "Industry" player. Am I right DB?

DB,

A few weeks ago you saw a real possibility of the SP going to 25p (you were not alone on this). What do you think the possibility is now of reaching this low?

Monopolyman, with your track record of investing in Tlw, forgive me if I'm not inclined to follow your advice. See you next tuesday? Takes one to know one.

Steady BB, I've just realised its triple witching Friday. Nothing to see here......:(

Size is a bit unusual - anyone any comments. Maybe it means nothing?

:)

@27.7p - we may not be at the bottom but I think we could be close to it. Here's hoping.....

So Anton,

In that short excerpt Tlw confirm on two occasions that the 2026 Bonds are due (wait for it) in 2026 - shock horror, not in 2025 as our latest keyboard warrior would have us believe. Well that, together with the estimated Tax arbitration decision dates being cleared up, must be a relief to all of us.

None so blind as those that will not see - for that reason you're filtered

You know as much about my investing as you do about senior bonds - they're only senior in the event of bankruptcy. Just to spell that out for you, they would get repaid before the 2025 bonds. As of now they get repaid in 2026 - the clue is in the name. Now, any more online tuition and you will have to pay me. Actually, no - I refuse to give you any more lessons. Start observing your own rule no.1

Bluemoon,

Think how confused Rahul will be if he reads this crap - "the 2025 bond is subordinate to the 2026 bond so the bonds are both being redeemed in 2025"

Oh Dear - stop it now before my sides split. I'm just off to tell Rahul he's got to find 2 billion by NEXT YEAR. It obviously passed him by.

Hope you don't get caught typing this rubbish in class!

Think you just humiliated yourself :)

Go back and listen to the call where Rahul stated Mid to H2 2024 for the branch profits adjudication and mid 2025 for the loan interest adjudication. And FYI its 2026 bonds not 2025 (although what that's got to do with it, only you know). Again FYI, I've been a LTH (years) in Tullow - what a clown.

JMAX, H2 2024 + H2 2025 for both.

No sign of Tlw SP recovering at the moment. With no news in the results other than a big impairment charge, it's looking quite weak with low volume enabling mm's to mark it down at will. Flat production for 2024, Kenya deferred and no near term resolution of tax arbitration, the Shares have been hung out to dry. Its a question of how low it can go before any good news appears. Rahul (given his background) will have known this , so as I have said lately, he had better be working on something substantial and maybe all will be forgiven. Whilst patience is required, Tlw is beginning to test me.

Somebody mentioned the importance of sentiment and I agree with that. It is negative sentiment towards the oil sector which has been sold for the last 9 months together with the overly optimistic sentiment towards the tech sector. Money moving out of one sector and into another. The idea that Tullow is being somehow targeted by a herd of shorters is nuts. Yes, there are some company specific issues that are not helping, but broadly speaking the graph is the same for most mid-cap oilers. Not sure when it will turn, but as sure as nigh follows day, it will.

GG, he already owned 1.5% of Tlw before he bought additional shares over the last 12 months , so he is down considerably more.