Tullow Oil Share Discussion Threads

[jacko07] 28/11/2015 19:37

wantmorethan24p...24p lol thats about what you will have left if you plan on getting rich from TLW.

lonrho..the report is genuine and was broadcast recently on bloomberg.

[lonrho] 28/11/2015 16:02

well according to the OPEC november 2015 monthly bulletin demand growth for 2016 is 1.25 million barrels per day and call on OPEC crude rises from 29.6 million barrels per day in 2015 to 30.8 million barrels per day in 2016. I would be interested where you get your 2017 OPEC projections from as they have only updated to the end of 2016 and which analysts are forecasting $10 oil.

[jacko07] 28/11/2015 15:23

Rumours of a takeover are just wishful thinking or ramping from the many stuck fast in TLW. Top analysts forecast oil down as low as $10 a barrel. When that happens TLW will be below 100p and falling.

The reason is that while supply climbs, demand is weakening. OPEC forecasts demand for its oil at a 14-year low of 28.2 million barrels a day in 2017, 600,000 less than its forecast a year ago and down from current output of 30.7 million.

There is money to made in TLW options, but it is risky as are most options. I wouldn't be betting my shirt on TLW.

[wantmorethan24p] 27/11/2015 16:11

roll on next week.

[wantmorethan24p] 27/11/2015 16:06

not a good day today if you own tullow oil :((

[dlku] 27/11/2015 14:21

Davy’s valuation for Tullow is 438p per share

[nicky21] 27/11/2015 12:39

rumours doing the rounds possible bid for tullow around £3.25p


most likely false.

[albo] 27/11/2015 12:15

Yes, but only on THEIR view of oil prices 2 years out!!!!

[heliweli] 27/11/2015 11:02

Adversely impacts the balance sheets of both companies, not good.

[lbo] 27/11/2015 09:10

https://www.davy.ie/research/public/morningEquityBriefing.htmRevising Premier Oil and Tullow Oil forecasts for lower oil price estimatesWe are updating our Premier Oil and Tullow Oil forecasts for our new Brent oil price assumptions. We now forecast that Brent averages $55/barrel in 2016 (previously $70) and $70 in 2017 (previously $80). This adversely impacts the balance sheet of both companies

[spirito] 27/11/2015 08:57

They ain't gonna cut production

[leoneobull] 27/11/2015 08:51

Opec Dec 4th lots of volatility ahead. Thinking of waiting it out

[dlku] 27/11/2015 07:57

i want £4+ for tullow and £2 for PMO if bid

[wookie77] 26/11/2015 19:16

Wantmorethan24p. The spike yesterday was to do with the ECB announcing an interest rate cut and was mimicked across other oilers look around. I wouldn't be surprised if Tullow was taken out but todays rise was not on a takover rumour. Not enough volume to support that theory.

[jovi1] 26/11/2015 17:24

it seems there is a number of rumors about take over, i wonder how is really pulling the string.
in some cases we know the front like new age but can it be some very well informed people with some Saudy cash making a shopping list before agreeing to cut production?
well that would be nice, even in case of bid will be cash or paper?
in any case i remember that in the past before poo pick up we had many consolidation.
well let hope this is the turning point.
for me i will keep the same strategy and add at regular interval regardless the news of the day, and not due to add untill next week.
good luck

[wantmorethan24p] 26/11/2015 16:48

rumours of takeovers and mergers doing the rounds at the moment.

2 companies which are rumoured are genl and ophir.

been approached by different parties hence that makes sense when we had the huge spike yesterday.

[wantmorethan24p] 26/11/2015 10:11

a snippet from another website....




Bargain hunters have been on red alert in recent months, with the resources sector undergoing a huge fall in valuations. It has left a number of companies offering much, much lower share prices than even a few months ago, which has led to value investors becoming increasingly excited about potential purchases.

Of course, while cheap, the sector also offers considerable risks. It seems likely that commodities such as oil will see their pricing come under further pressure in the coming months, with a glut of supply and a lack of rising demand likely to leave the oil bulls disappointed. However, in the long run there is opportunity for less risk averse investors to buy now, absorb a high degree of volatility, and profit further down the line.


One company for which this appears to be the case is Tullow Oil (LSE: TLW). Certainly, it has endured a very challenging number of years and its share price fall of 59% in the last year indicates that investor sentiment is very weak. However, with the company having refreshed its strategy so that it is now focused on maximising its producing assets rather than focusing on exploration, its profitability is set to rise at a rapid rate.

In fact, in 2016 Tullow’s bottom line is forecast to rise by a whopping 604% as new production capacity comes onstream partway through next year. This puts the company’s shares on a price to earnings growth (PEG) ratio of just 0.2, which indicates that they could be due for an upward rerating over the medium term. Furthermore, Tullow’s cash flow is expected to improve so that its minimal yield at the present time has the potential to rise briskly over the coming years.

[jovi1] 25/11/2015 16:04

i like ophr and i have plenty riding on them, but where would be the advantage?
ophr has some cash but would not make much difference in TLW they are more likely to buy assetts in distressed small company that have anything to do with TLW

[azalea] 25/11/2015 15:50

OPHR. Brokers' forecast Ptx and Eps losses for 2015 & 2016. If anything, a merger is more likely than a bid?

[dlku] 25/11/2015 14:56

bid from OPHR?

[jovi1] 25/11/2015 14:54

with thanksgiving in usa do you guy think the oil will go down early in the day and get back up by the end but all been equal will not change share price that much.
as ever i can be wrong but poo will be more volitile today than share.

[nigelpm] 25/11/2015 14:53

It was OPHR rumour