- for speed listening, go to the settings wheel on the bottom right of the video and choose playback speed - video quality will improve to HD after 1minute.

Introduction - 30 Jan 25

Legal and Capital Structure - 30 Jan 25

Ghana Production - 30 Jan 25

Valuation | Sum of the Parts - 30 Jan 25

Investment Discussions - 30 Jan 25

SARRIA News - TULLOW
Tomás Mannion
Tullow - comment
Tomás Mannion

In acknowledgement that Tullow will not be able to make it on its own, management has been attempting to initiate merger talks with

Tomás Mannion
Tomás Mannion
Tullow - comment
Tomás Mannion

The Ghanaian Government (Ghana National Petroleum Company) have signed a Memorandum of Understanding to extend oil

Tomás Mannion
Tullow Oil - comment
Tomás Mannion
Tullow Oil - comment
Tomás Mannion

Tullow issued a trading update before hosting its AGM later this morning. With no drilling in Q1, which included a 2-week planned

Tomás Mannion
Tomás Mannion
Tullow Oil - comment
Tomás Mannion

The exit of Tullow from its Kenyan operations is confirmation that the equity story is dead. Tullow Oil have agreed heads of terms for 100% of its interests in Kenya for $120m, $40m of which is payable on completion and an additional $40m by June 2026 at

Tomás Mannion
Tullow - comment
Tomás Mannion
Tullow - comment
Tomás Mannion

Tullow - No CEO, quickly becoming a one-trick pony. Tullow has sold its working interest in Gabon for $300m (to close over the summer), which leaves Tullow increasingly

Tomás Mannion
Tomás Mannion
Tullow Oil - comment
Tomás Mannion

Rahul Dhir, the CEO, is looking for a quicker exit than we anticipated, as he is resigning from the Board on February 14th. Tullow continues to

Tomás Mannion
Tullow Oil | Live Discussion videos available on the website
Martha Felix
Tullow Oil | Live Discussion videos available on the website
Martha Felix

The Tullow Oil | Live Discussion is now available on the website as edited videos for your convenience. You can watch it here.

Martha Felix
Tullow Oil - comment
Tomás Mannion
Tullow Oil - comment
Tomás Mannion

Our projections for net debt was $1.5bn, $100m higher than Tullow’s own guidance in November. Now, Tullow is guiding $1.45bn, splitting the difference, with

Tomás Mannion
Tullow - Oil prices isn't the issue - Production is!
Tomás Mannion
Tullow - Oil prices isn't the issue - Production is!
Tomás Mannion

Please find our updated analysis on Tullow Oil here.

Tullow Oil is facing a pivotal 3 months with upcoming maturities and a near-impossible refinancing. Tullow was quick to announce to the markets the

Tomás Mannion
Tomás Mannion
Tullow Oil - comment
Tomás Mannion

Tullow Oil is in the process of identifying the 2026 SSN holders, which some see as a precursor to a liability management exercise. Senior Secured Bondholders have

Tomás Mannion
Tomás Mannion
Tullow - comment
Tomás Mannion

Tullow have won their first arbitration. As a result of the Tribunal's award, Tullow Ghana is not liable to pay the $320 million BPRT assessment issued by the Ghana Revenue

Tomás Mannion
Tomás Mannion
Tullow - comment
Tomás Mannion

What a difference a word makes.  Tullow and Kosmos have both made statements stating the preliminary discussions between the two are taking place, with a

Tomás Mannion
Tomás Mannion
Tullow Oil - comment
Tomás Mannion

Rahul Dhir, the CEO of Tullow has indicated his intention to resign from Tullow in 2025.  This is a surprise with Tullow entering into a crucial period with

Tomás Mannion
Tullow Oil - comment
Tomás Mannion
Tullow Oil - comment
Tomás Mannion

Production, as always, is the key.  Tullow Oil released its November trading statement confirming its full-year guidance. But behind the headline, there are

Tomás Mannion
Tomás Mannion
Tullow - comment
Tomás Mannion

What about the LOC? Tullow has downsized its undrawn RCF from $500m to $250m and extended to June 2025, with no mention of the LOC. Tullow has a

Tomás Mannion