Member Info for xxnjr

Some of the names attacked there have been the ones trying to explain the errors in peoples thinking here. Like misunderstanding the potential upsides.

See what I mean. More personal attacks on folks (without foundation).

But still psychotic!!!

Thx for keeping me entertained JMAX. On zee non-electric MTB bike now. It's healthier for your body to use its own motive power!

And how could we forget (8) A new CEO - optimistically through a merger with cash rich mystery party!

Sorry forgot (5) 2P NPV Reserves Report with telegraphed Jubilee downgrade next month. (6) Final analysis of 4D end 2025? (7) OBN survey winter 25/26, results out 2026.

JMAX - Nothing much to discuss here. Kenya was a total distraction. Argentina exploration was a distraction. Cote d'Ivoire exploration was a distraction. Cote d'Ivoire production from Espoir has a negative asset value. All of which was telegraphed in Annual Reports. Gabon was relevant but no longer is. Pecan was a distraction. Ghana non-ILX exploration was a distraction. What remains? Jubilee supposed to do 100K bopd - doing 65K bopd it seems now. TEN supposed to do 60K to 80K bopd - doing 16.5K bopd now. So what are we left to look forward to?...... (1) $80m to come from Kenya in the immediate future hopefully (2) Hope for increasing production from the new Jubilee well but (so far) the anticipated 10K bump seems not to be evident (3) A 2nd new Jubilee well on-line end of year (4) A potential refinancing. That's it, isn't it? Then 4 wells next year (no permits issued yet).

Sorry! Wasn't aware that AI bots have humour ;-)

JMAX - isn't there an expression something like "Self praise - is no praise"?

JMAX - But where is this seemingly mythical post you've alluded to?

Ok - let's see it then!

You mean this one?

xxnjr

Posted in: TLW

Posts: 540

Price: 16.80

No Opinion

RE: Jmax8 Jun 2025 18:46

They have in fact received 3, or 4 payments for Gas. Part of the $50m has been repaid but additional supplied gas since means the outstanding amount remains $50m rather than a number say 30% larger than that.

OK - listen up everyone. New tanker started loading this morning. 15 day interval. Suggests nothing much has changed. Will need to see next 2 cargos to get the 3 cargo ave since the new well came on-line but (so far) its kind of looking (suggesting) disappointing.

"Xxnjr... eh sorry, I mean: JMAX..." If you say so! And if it helps you to think that Marcel, then so be it.

JMAX - If you say so! But I think you'll find whatever you think I read first hand from you was actually lifted from another poster who had quoted whatever you had written in their reply to you. If not - which post are you referring too?

"What is wrong with Anton, this person refuses to learn." I can see you have a valid point there JMAX. Sometimes the nonsense already inside our heads prevents learning as there is no space for new information.

Marcel - with all due respect you could do with doing a bit of DYOR (to say the least!).

Have to say it's difficult to take this discussion forum seriously! Given that I've unfiltered JMAX and Marcel to see whatever spectacle ensues going ahead :)

Had a quick look - seems 'Akasa' wasn't originally in the original "greater Jubilee" development area but now is but doesn't look like anything production wise in JSE has penetrated it yet.

Anton - I'll help you out a bit as you appear not to know even basic facts about Tullow despite historically being one of the most prolific posters here :) Whilst we are on the subject of exploration one point to appreciate is Tullow no longer have exploration acreage in Ghana. That was relinquished years ago. Standard practise with a PSC. What they now have are production licenses on discoveries that were carved out of the original very large 2 exploration blocks (DWT & WCTP). You can see their production licenses on the "Ghana map" link here

https://www.tullowoil.com/our-operations/africa/ghana/ which also gives a brief history of Tullow Ghana. There are also small discovery areas 'Wawa' and 'Akasa'. Not 100% sure but from memory I believe JSE is basically Akasa. So maybe Tullows map is out of date? DYOR! What this means is that the only exploration Tullow can now participate in is "ILX", or near field exploration within their existing production and discovery licences. ILX is a good thing (high net backs) but there is not much of it compared to what may be in your head.