Tullow Oil Share Discussion Threads

[cat100] 20/8/2015 00:17

$25 to $30 oil on it's way. Mark this post

[ny boy] 19/8/2015 23:55

Why would it bounce back, we are entering the shoulder/low season! Even Tropical storm Danny seems to be weakening already, no other help in that area.

This stock will sink again tomorrow, the rout may see these sub 100p maybe as low as 50-70p over the next 6-12 months,if they can survive the harsh road ahead.

Looks like a lot of pain in the energy/commodity sector to come

[cricklewood] 19/8/2015 22:21

Crude oil looks set to bounce back to about $60

[bobsidian] 19/8/2015 20:16

This is beginning to have the feel of at least another near term capitulation phase throughout the oil exploration sector.

But I suspect we need to see BP. at £3 and RDSB at around £12.50 before the ultimate share price lows are in.

[ny boy] 19/8/2015 20:15

I doubt Iran is capable of bringing much supply on stream,most of their machinery equipment needs updating, you are probably looking at several years for them to make much impact on World supply. The whole Country has been neglected for decades.

[asusasus] 19/8/2015 20:05

Oil bouncing back up. I am thinking we are at the bottom right now.

[bobsidian] 19/8/2015 20:04

Even though markets are myopic at the moment, I suspect the current moves are already seeking to price in the effect of both situations. Take a look at the very unusual situation of diesel already selling for less than petrol at the pump.

Perhaps a case of sell the possibility, buy the confirmation.

[azalea] 19/8/2015 17:46

IF the U.S./Iran nuclear enrichment deal passes scrutiny by Republican hawks, in September, the current glut of oil will rise even further as Iran races to produce more oil to sell on the open market. The situation could be further aggravated by the consumption of petrol giving way to refined diesel fuel, which Saudi Arabia is producing in huge amounts and selling it at a price cheaper than petrol. The combination of the two effects,could well result in the p.o.o. falling below $40 a barrel by December.

[ny boy] 19/8/2015 16:26

All bets off here, even Danny has weakened internally, so not sure if it becomes a major hurricane or not.

Too much supply washing around, crude heading lower, I got stopped out at b/ev, don't see an urgency to go long again at this juncture.

Only the majors will survive, any with high debts will go to the wall along with the sp

[chris coxon] 19/8/2015 15:52

Beware of the lemming factor.

[holmess] 19/8/2015 15:38

A bit of capitulation then I suspect time to get buying........

[ifthecapfits] 19/8/2015 15:22

Debt looks easily sericable to me./

Latest Share Price (p)

202.50

Net Gearing (%)

62.01



Market Capitalisation (m)

1,979.76

Gross Gearing (%)

64.80



Share in issue (m)

911.07

Debt Ratio

60.13



P/E Ratio

-1.27

Debt-to-Equity Ratio

0.82



Total dividends per share (p)

4.00

Assets / Equity Ratio

2.84



Dividend Yield (%)

1.62

Cash / Equity Ratio

7.94



Dividend cover (x)

5.73

Price to book value

0.49



NAV per share (p)

0.00

ROCE

-0.18



Earning per share (p)

-170.90

EPS Growth (%)

-1,018.82



52 week high / low

739.50 / 208.40

DPS Growth (%)

-66.67

[herbyrainer] 19/8/2015 15:02

As a former Afren holder, becareful if you think you can bottom feed! This could go under with the amount of debt.

[mr aboii] 19/8/2015 14:50

I remember I bought TLW at 260 p in 2006 and sold it for 275, I was happy.
Then I see later shoot up 15000, banging my head to wall.
Not this time. I'm in until they go bust, if necessary LoLs.

[cat100] 19/8/2015 14:44

Nothing to see 1.80 if 200 goes. Sad to see

[mr aboii] 19/8/2015 13:24

--- holmess 19 Aug'15 - 10:23 - 21780
Ditto Here

[shaf200] 19/8/2015 12:29

shaf200
3 Aug'15 - 14:13 - 21652 of 21780 0 0 edit


Yes... this dog will probability bounce back to 260-270... but the bottom line is as price of oil falls below $50 we'll be heading back to 240p and then as it falls to around $40 it will be will be 200p!!



I told you so comes to mind....

[holmess] 19/8/2015 10:23

keep it up spirito - cheaper to buy the better for me ;)

[spirito] 19/8/2015 10:14

As the time to their hedges ending shortens, this will get worse and worse if oil stays low. This will then not be sold with PIs benefitting - it will be carved up by creditors and insti's, leaving small holders in the dirt as usual.

[spirito] 19/8/2015 10:12

This is going sub 200p - get shorting!

[ny boy] 19/8/2015 09:30

Soon to be Hurricane Danny, early days but could be a very powerful & destructive hurricane, especially if it swings up into the Gulf after moving through the Carribean. I think large upside for crude prices if that p,says out, so staying long.

Here all bets off if we go sub 200p, already made a fresh low this morning. Commodity&Energy stocks in a savage crush, forget any stocks with large debts, they are likely to fail.

I would just look to pick up bombed out multi national plays like Shell, BP, Rio etc

[phowdo] 19/8/2015 08:13

NYBoy
That disturbance is now upgraded to tropical storm "Danny"
Also read that certain El Nino configurations ("Modoki") can actually increase atlantic storms rather than decrease... Good luck with the trades.

[phowdo] 18/8/2015 15:29

Good luck holmess, chart curving up a little.
Personally still think a touch of 200p is on the cards within the week.

[holmess] 18/8/2015 15:26

There will be a lot more articles like that over the coming months. Combined with being at the bottom of the price channel and most indicators showing the stock as oversold it seems a reasonable risk/reward entry point imo.