Member Info for Tornadotony

One of my largest portfolio holdings. Hopefully this will be a winner.

$40 insurance price to sail your tanker through Hormuz. Lot safer to load oil over in Ghana. plus they are recruiting Non Executive Directors with links to money markets and loads of investors.

Bloomberg reported total demand destruction as around 1% of all consumption date mainly in jet fuel and plastic production in Asian markets. Demand destruction likely to be greater in future weeks if oil goes back up. Physical price has been nothing like futures prices. Tanker insurance to enter the gulf is $40 a barrel. Any tanker wanting to enter the strait is only with expressed agreed approval from Iran. Nobody wants to go into the Strait to ports without a full time peace agreement. Around 250 tankers would like to leave but that again requires Iranian military agreement.

Laughable if the USA administration want to dress this up as a victory.

I have to agree, Brent is going up again. The idea that Iran military controls every tanker passes through the strait is not going down well. I can see tankers leaving with nobody wanting to go back in with any enthusiasm myself.

Certainly have finance and merger expertise. At the very least they may find better refinancing options that offer a better deal to shareholders. It appears production from Jubilee was better then expected. If that proves to be so the share price is undervalued.

I agree about the NEDS support. The current team wanted to have such skills at this time.

The oil price is still above the average for the entire year of 2026. The income stream at $93 still holds up a continued higher income stream being delivered. Tullow was never priced at over $100 a barrel which should have been an SP of say 14p plus. In fact the price we closed is near the real valuation with all the higher income earned to date and currently this month. The income only begins to decline if Brent goes lower than $86 a barrel.

Trump is in a complete mess and what happens two weeks from now is anybody's guess what will follow.

The upside here is reduced harm for awhile, reduced panic buying and a drop in demand destruction impacting economies. Getting fertiliser other materials out of the strait is critical at this time. It also gives more time for sectors to reconfigure supply chains.

Another positive is that energy will be a part of most investors portfolio where it was hugely neglected before and there is no chance oil will be at $65 a barrel after what has happened.

Have no idea of why the mistakes are happening in the previous. This is a test message.

Averaged down to lower 30's. News later this month possibly and more news later in Q2.

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Averaged down to lower 30's. News later this month possibly and more nears it appears later in Q2.

The additional cash flow projections increased in the last week from $12M to $15M. This equates to 0.75p on the Tullow share price at a1PE rate on the additional cash flow. If Brent futures only averaged $81 a barrel for the remainder of this month the increase cash flow would be 1p in the share price. If it remains at $105 for example, the Brent average price for the first 4 months becomes $86 a barrel and equates to 1.4p on the share price. This is on a multiple PE rate of just 1 on the cash flow. If the usual 4 PE rate applies then 5.6p should be added to the Tullow share price above 12.9p.

Has just passed $80 a barrel. Bloomberg oil analyst confirmed using futures prices as best guess on cargo purchases. If Hormuz opened tomorrow, oil is impacted for another 4 weeks at current prices due to infrastructure damages that have already occurred and require long term repairs.

Legal the bounce was yesterday. Stocks are more or less following gold and silver as they are both impacted by bond yields rising.

Could well hit 13.5p in the afternoon when non-energy stocks get smacked State side. In the meantime the rising support line is still elevating.

Retest of low 7p support is quite possible. Energy mainly oil companies not based in the Gulf in the coming week are holding up. Any pullback has nothing to do with the company and is based on a hit on most equity stocks and market that could unfold. Interest on debt is currently increasing.

Looks like you will get a decent price next week.

The rising support line reaches 15.5p for Tullow during the third week of May. This fits with a prolonged oil price at $100-$105 a barrel.

Was retested this morning in both weekly and daily charts and held. This was the fourth challenge to hold in the daily chart.

Certainly would not take phoney paper prices on futures or a wall street manipulated spot price. It would go to the most desperate highest bidder. Worse case is to sit on hands and wait for the real physical market reality to prevail.

Why I own a shed load.

If Trump just pulls out he will be forever more be just known as TACO. Someone will paint welcome to TACO Tower.

The recent Trump rhetoric is to create a move in the markets for the USA administration to rob yet more money from the people for their own personal gain. It has been the same cynical play book used over and over again.