Member Info for Supercooper

Can somebody explain the disparity??Kosmos EnergyRevenue $1.33bnLoss $-77.84m Debt $ 2.6bnMarket Cap $3.60bn Tlw Market Cap $1 bn

Q4 would be my guess

Given the share price hasn't made much of a recovery to date, I see this as a medium term play and the biggest risk is whether the Oil price can stay above 80$ in the next 18 months, And please don't say hasn't the sp gone from 7p to ................. The fact is many investors lost a lot of money on Tlw when it went down in a straight line from 2.50 to 7p so if you want a reason why this is a slow recovery stock, that's it in a nutshell. I have faith in the company - I just hope we don't miss the OP party and our increased production doesn't come too late. I see one pound in 2023.

So Destitute,
Why do you think they have singled out Tlw for this manipulation, and if its that easy to bring a stock down and play games why not do it to every share?

There you go - I'm a LTH and don't need to lie

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Well not only can Rahul not attend but apparently neither can the acting CFO or COO. Instead they roll out Head of Investor relations who is so arms length to anything, that he can plead ignorance to any awkward questions (particularly Kenya). What is Rahul trying to avoid - something stinks.

Time would be right for M & A 's in the sector given we are probably 12 months from a recovery - Pfc must be a decent prospect for a takeover.

Bloody hell Stephen, you have consistently kept the faith and I hope you're right because although I don't have anything like your investment , it is probably as important to me as yours is to you. GLA

So many posters comparing SP and Poo and saying how undervalued Tlw is - well if Poo was $300 a barrel and Tlw was still making a loss it still may not be undervalued. I can't remember the last time Tlw made a profit and after well over a billion of write downs we still can't make a profit. Maybe we all need to get real....2022 had better be the year that Tlw becomes profitable or we'll just rely on a rabbit out of the hat in Kenya or Guyana.

Since lunchtime yesterday, anything under 47p it would seem. Defintely games being played ahead of the 21st.

Yes , but unlike us he doesn't risk his hard earned cash

Well, at least one member of the board now has experience of what its like to be an investor in Tullow - 120k bought @ 52p and 5 days later 120k valued @ 46p

Yes Jmax,

I was not one of your accusers. The question comes down to the oil price over the next 18months. If it can remain above $75 then I believe we will be rewarded no matter what the volatility in the SP. We need to avoid a world recession as a result of Ukraine. The fundamentals for oil & gas are the same as they were before the invasion and Tlw production will be rising in ther medium term

Given the increased strategic importance of oil & gas in the west with sanctions and Kenya one of the few African countries voting to condemn the invasion of Ukraine, I wouldn't be surprised if at least one of those names were chosen.

This is no longer a serious investment for me, just a pure gamble. Whatever the reason, the share price volatility does not reflect the fundamentals of the company. I sense something just not right but I won't join the herd and say price manipulation. If there was serious demand for the share it would eventually counteract manipulation

@3.35 "Positioning for Growth 2022" skipped Kenya altogether. Would say the partners got their collective knuckles rapped by Kenyatta as he will want to do the comms on this before he disappears + naming dates like 10th May (Keith Hill, AOI) gives rise to unnecessary speculation as it gets closer.

Having had time to look closer at the results, it seems the reason for a pre tax profit of 201mln and an after tax loss of 81mln is as a result of the net interest on the debt plus hedging costs not being allowable for UK tax - is this why Les got the push??

Antonvb, if you are right that the 76mln is included (and it probably should be accrued), then it goes back to my point what brought us from a pre tax profit of 203mln to a after tax loss of 81mln. If they were once-off items, it puts a completely different light on the results and somebody should have a word with Rahul on his presentation skills. He seemed a lot happier talking about ESG than financial performance, and given we have no dividend, he should remember the only thing investors have is capital appreciation.

Totally agree - Keith Hill (AOI) knows how to present a story though Kenyatta may have been annoyed about how much he divulged at his presentation. I would like to know details of how we got from a 200mln pre tax profit to a 81ml after tax loss. That took any shine off the results.

Snap

Half year 2021 after tax profit 93 mln - full year loss 81mln. That's a different direction of travel. This must be the most frustrating share I have ever invested in. Tlw never fails to disappoint. I'll wait for Kenya/Guyana drilling then I'm out. I've had enough.