Member Info for Supercooper

Tman, you'll note I didn't mention either Ghana or Kenya. What I'm talking about is a positive 2023 production forecast along with some sort of coherent plan that will increase production further - not a flatline projection as has been the case for the last 2 years. In addition, confirmation that Orinduik will be drilled this year and not deferred yet again. What other drilling plans for 2023 given we are ahead of schedule for wells already drilled are they planning. In other words, get on the front foot for a change and communicate clearly. Don't forget they have already deferred the CMD. "Every barrel matters and every dollar counts" - let see that translated (after 2 years) into the bottom line for a change.

If we get the usual can kicked down the road, I think the SP will take a hammering. Rahul's performance has not been anything other than average. His mantra of creating shared value applies to all stakeholders except the no dividend shareholders. The company has potential but the question now is whether Rahul can realise it. We need a positive update that isn't offset by some bloody negative. This would be a first - you can only get away with treading water for so long.

The significance of the Ghana gas deal may not be the additional revenue it generates but a smoother path to develop the 1.5TCF of reserves which Tlw needs the permission of the Ghana government to proceed with. That would be the prize and at the very least Rahul needs to negotiate that or else he really is a clown.

Slater, you're short Tullow. There's no other explanation for the amount of time and energy you are using on this board voicing your negative opinions, some of which I agree with by the way. That being said, you are no better than the so called rampers you criticise constantly.

Just like the posters on here Wildtiger - if the cap fits...................

Bloody hell - they've all escaped the asylum this week!!

Strangely not unloved in the States - look at Kosmos

NSV - the only time car insurance protects you is in the event of an accident. That's what hedging is, insurance, and that's why bondholders insisted on it. If you go through the year without having an accident, you don't say " damn, I shouldn't have paid that money for insurance".

The dividend of 50mln was only in the context of the now defunct Capricorn merger. Between Adieuk and Slater 606 we have both ends of the spectrum. A good example for all - do your own research and take the s..t you read on here with a pinch of salt.

What makes you guys think it was a buy??

Ok just ignore the question then. Mostly those that have skin in the game (long or short) are on this board so.................

But the question you can't answer sensibly is why you are on this board :~)

Then perhaps avoid buying any Tlw then - toodlepips.

Capricorn initially approached Tullow and then they didn't walk away but were frog marched away by Palliser who have hijacked the company. In the mean time the price of gas has plummeted and they've missed the boat on a quick buck by asset stripping.

Slater, I direct you to Kosmos board - 2.5bln debt and 1.5 ebitdax/debt ratio. Tullow 1.9bln debt and 1.5 ebitdax/debt ratio.

Kosmos 2.8bln market cap
Tlw 0.5bln market cap

Sami is leaving in 3 months - that's a great show of loyalty to influence sentiment or maybe he just thinks he'll make a nice few bob....

Not like you Anton :) but I hope you're right.

Large volumes at close was down to triple witching - many shares experienced the same pattern.

Best case scenario would be that big contract awards have not materialised due to delays/deferment by clients as opposed to PFC losing out to competitors. I think too much is made of shorters - if you look at the years 2015-2021 shorting level was much higher than it is now. Also much of the bad sentiment is sector-wide if you look at PFC peers. But after all this, something unexpected by all but a few could be the reason for the fall. To a large extent the PI is gambling not investing.

Lots of talk on here about potential rights issue. If it was me, knowing the affect on the SP when you announce CEO departure, I would have known months ago that more cash was needed. So why would you not have a cash call before now? Secondly, only 3 months ago the CFO forecast FCF to be flat by year end and rising in 2023. I'm not saying there won't be a RI but if there is, there's something seriously wrong with their financial control and forecasting.