RE: Tullow finally at its fair value11 Mar 2025 18:08
Supercooper,
I love the questions to JMAX, YoungEngineer and myself why do we post?
Meanwhile, we try to explain, at least I did (yes I hold Tullow Shares - I wrote it off), I am sharing alternative version of events that I see as reality, I do not want anyone to hold the bag like myself... I entered this company hoping macroeconomics will change, around the time when oil price was over 100 USD. Soon I learned that this company is mismanaged... they failed to take the 100USD oil price chance and failed at everything else... YE made a great post I stand behind as why this is a dead boat floating in mid ocean waiting on a storm that will take it down and/or hoping for miracle, that crew will teleport on it, captain will steer the boat after engineers make an engine from nothing... I am using metaphor, I can also write facts but here people are not interested in FACTS. They are only interested in hopium and border line fake news. Well its left for interpretation...
Why you never ask why someone would post (no offence) following:
"Upside has more potential than downside - we are at 13p" - if you invest 100 GBP, 100% of 100GBP loss is 100% of portfolio lost.
"interest rates fix itself"
"economy fix itself"
"oil prices go up"
Do you even understand that so much hopium that is written here is contractionary to itself? Do you grasp that bs you allow to bring in some uneducated investor in, is dangerous? Educate people, explain to them 1) Inflation and its implications with interest rates 2) Recession 3) Tariffs 4) Stagflation 5) Re-financing 6) OPEC+ and geopolitics 7) Markets - difference between company and stock price value 8) Valuations 9) Market dynamics etc... etc... etc...
Why you and others never question what you stand behind, what you support? You would come to similar conclusions like all of others, but sure, believing that "its 13p cant go much lower" "its bloody shorters that wake up hating on us" ,"its not fair, someone is manipulating stock price" ,"its because we dont have CEO", "Its because we have wrong CEO" "Its arbitrage - after arbitrage it will be fine", that you support? and interest rates working themselves out you support as well? What is a flipside, lets imagine world where all is great oil price 100, interest rates low, no inflation, no deflation, no recession, no tariffs, no geopolitical risk, no war? imagine almost like socialism and all billionairs.. if I tried to sell you this you would say I am a moron... but here you support people selling these ideas?! and you call us out for speaking data backed facts! Not picture analysis hopiums.
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