PrivInvestor

Private Investor

[PrivInvestor @privatetrader07]

@lordcoal1 but will the oil price stay up? Jubilee production matters more than price. And there is no real data showing they can sustain 80Kbopd. Don't be surprised when the data is published, that is what I think!

[PrivInvestor @privatetrader07]

@patviera many of us will be doing it....

[nicholas slater @patviera]

#APTA

@AptamerGroup

Have you scrapped the MOST outrageous share option package where the BOD have gifted themselves 25pct of the equity at All Time Lows yet ?

If not why not ?

0.1p with NO hurdles ..? Why ?

Cos the shares have fallen from 100p to 0.1p? 😡😡😡

[PrivInvestor @privatetrader07]

@PerpetualValue suggestions of companies with pricing power?

[PrivInvestor @privatetrader07]

@Bob_McNally about time, I would add....

[PrivInvestor @privatetrader07]

@DarioCpx i wonder what are the "other oils" they find to report increasing inventories...

[PrivInvestor @privatetrader07]

@urgentintel @TankerTrackers Axios has been shown to spread information that is simply false. I trust TankerTrackers but not Axios.

[PrivInvestor @privatetrader07]

@2020Upstream @BlueJustice27 @Mark4XX well #tlw was production impaired for a while. and now we shall see..

[PrivInvestor @privatetrader07]

@patviera #RGG is a good one. which others do you fancy?

[PrivInvestor @privatetrader07]

@TheSecretAcct @Finumus1 happened to me recently with Paypal and in March with HPE....

[PrivInvestor @privatetrader07]

@lordcoal1 While net debt is above $1B, #TLW is a binary bet.

[PrivInvestor @privatetrader07]

@lordcoal1 If Jubilee's production is high and oil price stays high in H2, #TLW's equity holders will "own" company. Yet, it is surprising that even if oil were at $100/bbl FCF would only go up from $175M to $250M, which suggests a high volume of 2-way collar hedges, w/ a low upper cap.

[PrivInvestor @privatetrader07]

@lordcoal1 Market is skeptical about promises about future production, given what happened two year ago... Market will need to see whether 4D really makes a difference when it comes to drilling wells.

[PrivInvestor @privatetrader07]

@pickeringenergy Agreed... That hat really wouldn't ever make it to the front cover of Vogue.😅

[PrivInvestor @privatetrader07]

@EdConwaySky this is a huge difference b/w Norway and the UK.... cash back on exploration costs...

[PrivInvestor @privatetrader07]

@gavinjones10 i am glad they missed the world cup....

[PrivInvestor @privatetrader07]

@Riccardino999 they have me as a customet. i do buy the VIT....