Rockhopper Exploration Share Discussion Threads

[nigoil] 06/8/2020 19:59

Tullow Oil Company Profile 2020 - Reserve Replenishment Uncertainty Beyond FY2022 Makes Temporal Seniority Key - ResearchAndMarkets.com August 04, 2020 10:32 AM Eastern Daylight Time DUBLIN--(BUSINESS WIRE)--The "Tullow Oil: Reserve Replenishment Uncertainty Beyond FY2022 Makes Temporal Seniority Key" company profile has been added to ResearchAndMarkets.com's offering. “Tullow Oil: Reserve Replenishment Uncertainty Beyond FY2022 Makes Temporal Seniority Key” Understand Tullow Oil's reserve and production trajectory and why this makes temporal seniority particularly important, favouring the $ 21s especially following the announced sale of Tullow's Uganda assets Understand why Tullow is unlikely to restructure until at least FY 2022 Understand how sensitive FY 2022 liquidity is to the realised Brent crude price Understand what shocks to the Brent forward curve and the reserve / production trajectory are needed to generate a high enough valuation for Tullow to cover also the $22s and $25s and generate material upside for the equity Understand how much Tullow's stake in Blocks 10 BA, 10 BB and 13T in the South Lokichar Basin in Kenya could be worth What's New? Detailed liquidity analysis and projections - RBL commitment amortisation and capacity re-determination, including potential for re-sizing; sensitivity to Brent prices; asset sale potential Financial projections, valuation (DCF and peer multiples) and sensitivities Questions Answered What would it take to break liquidity by maturity of the $ 21s and why is this unlikely? What would it take to ensure sufficient liquidity for Tullow to trade through FY 2022 and beyond the maturity of the $22s? Is there a case for owning the $22s regardless of FY 2022 liquidity sensitivity, whether as a call option on oil prices or as a call option on Tullow's Kenya assets or as a call option on Tullow's reserve replenishment beyond FY 2022 with the fallback of a potential (Publisher assumption) exchange offer with part cash repayment and part debt extension (potentially with some provision for enhanced capital structure / group structure positioning for consenting holders, whilst respecting Tullow's indebtedness and lien covenants)? Are press reports suggesting valuations for Tullow's stake in its Kenya assets of $625m to $1,000m credible? How concerned are we about post plateau reserve and production declines at Tullow's operated fields in Ghana (Jubilee and TEN) and what are the prospects for reserve replenishment? How does the RBL Facility work - commitment amortisation, capacity re-determination and prospects for renewal of the facility at or before its maturity in Nov-24? Could Tullow avoid a restructuring altogether and navigate its way through its final debt maturity in 2025? Key Topics Covered View, Variant Perception & Recommendations Business Overview Scenarios What Went Wrong In H1 2019 & H2 2018? Structural Decline?

[kurgan3] 06/8/2020 19:45

Oh I'm gonna sleep well tonight

[trop2] 06/8/2020 18:43

Nah, no afkna chance

[emilio] 06/8/2020 18:41

FOOOOOOOOTZI?

[nigoil] 06/8/2020 18:39

Me to Cragrock, I would love the girls to be right and be able to buy more sub 7p, but unfortunately I fear not!....Simples... :-)

[gozzie2] 06/8/2020 18:29

NoEffingoil ?

[cragrock] 06/8/2020 18:23

Nigoil
I have noticed and will look forward to the positive news that is going to be on its way.
I also would of hoped for the share price to drop down to 5 or 6 so I could really bang a load of money on it but the stubborn sod just won't drop.
Maybe the girls should try and de ramp the share just a little harder.

[trop2] 06/8/2020 17:47

Humongous diarrhoea

[rockoil] 06/8/2020 17:46

I'm hoping for another top up myself before the OM tribunal announce their decision but the shareprice is stubbornly holding 7 and I'm a
greedy bargain penny hunter who likes to pay less.


Good to see the UK economy recovering 'faster' than expected and Brent's on the March to $50,so everything's as good,if not better,than can be expected,considering the exceptional circumstances.
We are over the worst of the crisis now,sure,they'll be flare ups but the world won't lockdown again and we should see $50 oil by the end of the year,if not,before.

[trop2] 06/8/2020 16:56

Swallows on the horizon..i see no skiffs big sam Dover

[nigoil] 06/8/2020 15:47

Hey Cragrock, I don't know if you have noticed what the ' contrarian girls ' have been posting today , some cracking spelling errors in the supposedly factual reports , LOL! It's a good sign whether these reports are accurate or not , as whenever this happens positive news breaks!......Simples!...........STRONG BUY.......;-) P.S. It's a shame that all their hard work isn't working as I want to buy more Rkh shares sub 7p....Promises.....Promises!

[gozzie2] 06/8/2020 15:45

Anyone that is looking at investing in Rockhopper can see that the so called major investor in the company is a halfwit.Im sure that fills them with a lot of confidence .NoEffingoil ?

[nigoil] 06/8/2020 15:36

'The TW@T known as username cyan aka ' Billy Liar ' is editing posts to suit her agenda, LOL! This it was she first posted " If SEALION is ever cancelled there will be wind down costs and I am in know doubt RKH could pay. " and then she switched her post to this, LOL!......" If SEALION is ever cancelled there will be wind down costs and I am in doubt RKH could pay. " She doesn't know her @rse from her elbow, poor girl!......LOL.....LOL....LOL....LOL.....PMSL.....Simples!.....Such a charlatan!...;-)

[gozzie2] 06/8/2020 15:32

You mean newspaper articles and things that actually happened at the United nations .Whether or not its major news or just more hot air from Argentina these are FACTS that are out there .Hey don't let FACTS get in your way .NoEffingoil .

[nigoil] 06/8/2020 15:27

I agree with you Cragrock, these girls are useless, LOL! I was hoping their de-ramping would work , so I could buy more @ sub 7p. You get TW@TS promising the earth such as kurgyw@nk and brazilw@nk posting Rkh is doomed 4p coming, but it doesn't!....W@NKERS ........Simples!.......;-0

[nigoil] 06/8/2020 15:21

I see the TW@T known as username cyan aka 'Billy Liar ' is posting absolute nonsense on the Lse forum! What an absolute W@NKER! I guess I shouldn't expect any less from the ' contrarian girls '......LOL.....LOL....LOL....LOL.....PMSL......Simples!.....;-)

[cragrock] 06/8/2020 15:20

Nigoil they haven't got a clue about de ramping lol.
Bunch of morons !!!!! No hang on a couple of morons using a bunch of usernames !!!!!!.
What is it today ? The UN are gonna work with argentina to get back the falkands from the UK 🤣🤣🤣🤣9315;🤣ԍ15;PMSL.
What a bunch of sh#t!!!! 🤣🤣🤣🤣9315;🤣ԍ15;🤣
The only way the share price is going now is up.
Oil price improving, economies opening up, planes flying again, deadlines getting closer.
The girls are seriously deluded if they think anyone actually believes there posts lol

[trop2] 06/8/2020 13:57

You just couldn't make it up, swallows over the white cliffs of dover, aliens in the english channel, and swallows circling rkh?