Member Info for xxnjr

Right we've had lunch. Going out now. See you.

To be clear. Did you follow Tony's advice?

Ha! Ha! Did you follow his advice?

So your oft repeated claim of sell @ 39P was pre-empted by a better poster than you ?

Tony - There we are. A valuable lesson. It is a complete waste of time debating anything seriously with our resident Troll. Our troll has an array of one liners that end in a ? These are wheeled out at fairly regular intervals even though we've been through them all before on countless occasions. It's best to filter them, or call them out. Engaging with them in a constructive manner generally is not fruitful.

Jmax - it's another beautiful sunny day. I'm just back from a 4 hr morning walk. Hope you can take advantage of the fantastic weather we've been having. Take care :)

If you say so!

But why ask a Q that you know is impossible to answer?

Answer: So clever dick can post - "so clearly you can't answer it"

pathetic really!

Makes a change from the usual impertinent comments :)

Tonyb33,

Thanks for your analysis. It was interesting. One point on the Ghana License extensions. I think the existing licenses run until about 2035/6. Meaning the license extensions are about 4 to 5 yrs (not 14?). Also worth noting GNPC will gain another 10% equity from their partners from about 2036(?).

Then on hedging. If I understood you correctly your suggestion sounds like a potentially brilliant financial engineering play. However it's perhaps a bit aggressive? Most oil companies have "hedging policies" that prevent them from locking in 100% of production because if production falls short (e.g., a technical breakdown, reservoir under performance), they would be "short" oil they don't have, which could bankrupt the company. For this reason the existing policy (hedge about 50% to 60%) will probably remain.

I've always been very critical of the relatively low dollar downside hedging levels Tullow have arrived at in recent years. Let's hope they can do better in future.

"Still no comms from TLW"

Sadly more comms from our self proclaimed expert.

They posted 39 messages yesterday. It was a beautiful sunny day.

It's a beautiful sunny day today.

Get out in nature.

There's more to life than being stuck to your keyboard.

Bye!

"Byeee!"

I'll second that :)

https://www.lse.co.uk/profiles/partypiece/

The "of course it is" was in reference to your proceeding post. Your posting history. And whats this theme about triggering people. Really odd.

Jmax is the ultimate troll. I'll give (him) that.

Appears to have no life though Could be wrong,,,,,,

Of course it is.lol!

Well you certainly disagreed when I suggested Silver was in a bubble and you should sell. Funny how now that the price collapsed you've suddenly sold at the top. You couldn't make it up:)

The rig is still on the new well (J75P) meaning not on stream yet.

A 6th 2026 Jubilee cargo will finish loading today.

The 5 before went at a 5 day ave brent of $63.93 $69.64 $67.52 $70.76 $101.66

Approx 1 in 2.5 cargos are TLW (as they share with Petro SA)

Until Petrocom publish we won't know which ones were TLW.

But basically the 'situation' didn't have much impact. Until now.

We only keep that one unfiltered as it's fun reading nonsense.

Jmax is irrelevant.

Blimey! I was out walking the coast. It's all kicked off. Netanyouknowwho is crazy. Trump is dumb. Given there's as 5-7 yr waiting list for Gas Turbines if you order one now - Agree with Flavius - Qatar LNG could be screwed for yrs depending on how much of the plant was affected (They have 14 LNG trains + 4 being built).