Member Info for TankerQ

AntonVB - you DO NOT UNDESTAND the MARKET! Ask chatgpt - if in current investment environment anyone with 2 pence or cents in their head would invest in TLW.

1. INFLATION (NO RATE CUTS - EXPENSINVE FINANCING)

2. USA POTENTIAL RECESSION (LOW OIL DEMAND)

3. GEOPOLITICS (INVESTMENT CAPITAL STREAM INTO EU DEFENCE STOCKS, DEFENSIVE STOCKS SECTOR AND DIVIDEND KINGS - since TLW does not give dividends, or ships rockets forget about it)

4. OPEC+ AND USA TRADE WAR OVER OIL

5. USA TRADE WAR WITH EVERYONE AND TARIFFS

6. DEBT

7. DEBT

8. DEBT

9. DEBT

10. 0 (READ ZERO) GROWTH

11. NON-EXISTANT GROWTH

12. LEGAL PROBLEMS.

13. LEGALUS PROBLEMUS

14. NO CEO

Whaterver you sell imo will be able to re-buy at 10p :)

"But probably the most idiotic one is "because of Ukraine!": as the US is going to relax sanctions on Russian oil, then the OP will collapse! ", USA want to reduce the oil price to lower inflation... it has 2 options one is to "drill baby drill" but in that case OPEC+ can drill them under the price of production and bankrupt USA companies and second is peace deal of Russia and Ukraine (for which talk are held guess where? Saudi...) Hence, as part of peace deal where USA will more or less get Russia's interest and its own interest over the back of Ukraine - OPEC+ (read Saudi) needs something as well - and it won't be high oil prices....

Lol man dreaming of wars - NO WARS! oil price is part of Russia-USA negotiations - whatever they figure out about Ukraine - OIL will be part of it... NO WARS in ME...

"Would you prefer to see the slaughter continue to boost your portfolio? If so, you are the idiot…orange or otherwise." - I have not read something more stupid than this... slaughter never stopped, they say money never sleeps, its actually slaughter that never sleeps... but I guess its more convenient when its your side doing it? And for the record I would also give all my money for it to stop, but those that actually have money wouldn't and I guess its the reason why they have the money in the first place... Don't ever try to put this on anyone not here nor anywhere... bs

They struck the earth with fire and steel,

Dreams of fortune, crude to steal.

In Tullow’s hands, the rivers bled,

A golden age, or so they said.

From Ghana’s shores to distant sands,

They carved their name with restless hands.

A whisper rose—of wealth untold,

Of fields that swam in liquid gold.

But fortune shifts like tides at sea,

No oil flows eternally.

The wells ran thin, the debts ran high,

Once soaring bright, now scraping sky.

The drill still turns, the past still calls,

But towers shake, ambition falls.

A gamble played, a price too steep,

A giant stirs, yet struggles deep.

What once was king now bends the knee,

A lesson written in the sea.

For black gold fades, and empires rust,

What blooms in greed dissolves to dust.

In hindsight should've been never. Anyway - I was right again calling it at 14p - next stop all 10p! Train moving fast - mind the gap and don't skip/dip on a platform edge...

Gogadget,

1) where did I mention " info of the 2026 bonds needing refinancing by May.. " ?

2) you talk about aid to africa being withdrawn, and reliance on natural resources - lets take that theory into account - it won't be British Tullow that is picked... In today's environment I sincerely doubt it will be US companies either.. more like Chinese...

And time again.... you have 1 mil and need to purchase a car:

do you purchase Merc, Fer, BMW, Audi, Tesla, BYD, Lambo, Porsche, Chelsea Tractor... or you go for used Alfa Romeo...

nb. of ppl who buy used Alfa Romeo is limited - hence SP of TLW is extremely limited on upwards.

Now add to that you have 1 mil and need to invest to gain return; do you put it in RHM, BAE, NVDA, AMD, Quantum stocks... or you go with no dividend, no growth huge debt, an oil company in over 10 year decline...

What is Uncrossing Trade (UT)?

Alright, imagine you're at a big auction where people are yelling out prices to buy and sell stuff. Right before the auction ends, the auctioneer does one final check to match up all the buyers and sellers at the best possible prices.

That's an "uncrossing trade."

It happens at the very end of the trading day when the stock exchange gathers up all the buy and sell orders and figures out the best final price where the most trades can happen. It "uncrosses" the mismatched orders, making sure as many people as possible get what they want at a fair price.

Basically, it's a big cleanup move to settle things before the market closes.

Why it happens?

Uncrossing trades happen to smooth out the market and find a fair closing price. Here’s why:

Too Many Unmatched Orders – Throughout the day, people place buy and sell orders at different prices. Some match up right away, but by the end of the day, a lot are still left hanging.

Need for a Final Price – The market needs to close at a price that best reflects supply and demand, not just some random last-minute trade.

Big Players Need to Settle Up – Large investors (like hedge funds and mutual funds) place huge orders at the end of the day to adjust their portfolios. The uncrossing trade helps match them up efficiently.

Prevents Manipulation – Without it, sneaky traders could mess with the price right before closing by making weird trades at extreme prices. The uncrossing trade helps avoid that by setting a single, fair price that balances everything.

JMAX,

Again, you propose 3 solutions on a company level (micro) where I have no doubt but to trust your judgment or at least put it for discussion. But what about stock? Any of the proposed might benefit the company, but won't benefit the stock much... people here have missed on fundamentals of investing pattern which has changed drastically, fundamentals are off the table for 5 years... etc... Sure what you are proposing would allow TLW to turn a new sheet, but this would take time, and how many better companies you have even in energy business to place money rn? That already are at stage where TLW might be if they do smart choices in few years - also undervalued.

JMAX - I wrote a 3 part comments and they go again into details of why and how this company is great... leave them at this point nobody here I doubt understands fundamentals of markets, they understand fundamentals of company and act as if its only company in the world. Its not - for SP to go UP it needs to attract investors - and at this stage and with this amount of opportunity cost I listed ITS IMPOSSIBLE!

(PART 3)... Why people dump and why people do not invest in "undervalued" TLW?

1. Opportunity cost (last two years of over 20% SP500 growth) - not to mention mag 7 and defence sector companies doing triple digits in % returns

2. Dividends (we do not offer)

3. Revenue Growth / new technology (non-existent)

4. Unrelated SP growth (non-existent)

5. Low Debt (huge pile - wondering how to reconstruct)

6. Sentiment (not on our sector)

7. Macro (far from ideal considering debt we carry)

8. Geopolitical uncertainty

9. Company history (we made some huge mistakes, written off some huge things)

One of the above would be enough to distract investors - meanwhile people say its "negativity" on forum, how delusional you have to be? How over invested you must be? On good arbitrage news, smart ppl saw opportunity to sell off... while on here I am reading comments and expectations of it recovering? Sure its undervalued; but give me one reason why its better investment than 99% of companies which are not Blue Chip, who are also undervalued and have minimum debt before you start "shorter" theory... etc... anyway that's it from me - blowing some steam off reading these comments days-in and out... you guys are right on most of things but you missed the complete big picture... follow the money capital flow from sector to sector... you will understand, how naive one must be to keep its own money in TLW or any company in similar position - its not times when you cannot earn, be it following sentiment in overpriced or priced in companies, or by contrarian investing long term in growth stocks, bonds etc...... but TLW, is no-where near scenario that is needed for it to recover and attract investors... no-where near... couple of oil discoveries and complete debt write off which is a planet away...

.... (PART 2) meanwhile most of you here and I don't blame you are over zoom into company details, you analyse and depict both things that are there and the ones that are not... then you wonder how nobody can see its undervalued why are people not buying etc... People buy what is wanted, Oilers, debt carrying oilers, huge debt carrying oilers with zero growth are not one of them - not even in 2019 (times)... guys wake the hell up? what do you expect? I lost over 50% and that is with constant DCA-ing... its not time, and I do not see a time on a horizon where focus will be on this sector by which I don't mean energy, but energy company that cannot drill baby drill, that is stagnating and focusing on debt repayment... this is great target for private equity with extra cash... but even they stay away... you don't think someone would not pick this up by now? again... company might be undervalued but stock market price is what someone is willing to pay, demand and supply... nobody is looking, you can be a prettiest girls in the world, if you are isolated on the island you ain't becoming miss universe and we are far far far away from pretty.

Sry boys had to dump the load... jokes aside I called 17p world, and 14p world... AntonVb - our differences aside it seems you are overinvested in this stock.

1. Macro is bs - and harming all undervalued and growth stocks - more than anything its harming debt carriers

2. Geopolitics is hot - but not like oil at 100USD hot - more like we don't know what will happen tomorrow hot

3. Capital during last 5 years piled up in stocks and companies that sat on bags of cash, mostly Mag 7, now its diverted to EU defence stocks

4. TLW is listed on LSE (not NASDAQ)

In conclusion you would need, inflation to ease off, rates to come down, oil to stay moderately high 60ish at least, geopolitics to cool down completely to see uptick in this stock and capital inflow investment visa.... It is not negativity on this forum, it is not lack of CEO, its not conspiracy... you could have all of this, but with uncertainty, lack of cheap financing (high rates driven by inflation), mid oil prices... and on top of ALL - pile of debt and 0 (read ZERO) short term growth prospect this ranks as last resort of stock type for any type of investor including contrarian that would buy undervalued growth Russell 2000 small cap stocks over a fallen angel with pile of debt on zero growth. Once you understand this, you will understand that UNDERVALUED doesn't make you rich nor does it dictate stock price nor company growth... more time we spend in mud on company level (not even stock price), less worth we are... and we are deep to the knees... rejecting reality is not what I would advise you (and I hold a bag too - but in my mind I written it off completely - and might use it to offset taxes).

Antonvb you know i like to take a pi'' out of you, and you like to insult me... etc.. but genuine question - I follow you here for at least 3 years now... have you ever been in profit? what is driving you to continue and invest in this dumper? many penny stocks in US, where at least you get casino odds... ?

And when I say welcome the 14... people say you are shorting... 14- shorting 14 - shorting

Interim CEO or not... he wont stop the plunge, around 14p we might switch direction its also time when new CEO will be announced... there is nothing on horizon which would lift us... maybe re-list this thing on US exchange lol

I told you so (in regards to 17p) - now 14p.

Ratings are important.... very important. However, this stock never followed any sense let alone ratings - macro picture is not on our side until that is fixed its impossible to expect any positive movement. Until then its damage control, however with this low market cap. I would expect hostile takeover - the fact there isnt one makes me think there are more skeletons in the closet that we are aware of...