Tullow Oil PLC Discussion Board http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&display=discussion http://www.iii.co.uk/icons/logos/uk_logo.gif http://www.iii.co.uk tag:iii.co.uk,2003:tst.6105568
Another broker up graded TLW to 14.70

http://www.paddypowertrader.com/blog/index.php/market-commentary/Broker-Share-Tips---Lloyds,-Tullow-Oil,-DSG/

As a rule I don't take too much notice of brokers. In my view, those brokers acting on behalf of TO bids naturally will want to talk down the share and vice versa. I have some bad advice (on hind sight) from brokers too.

However, if all brokers are saying the same thing, then you can say at least say that the market sentiment for the share is positive.

KKW By kkwfromoz ]]> http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&display=discussion&id=6105568&action=detail Sat, 20 Mar 2010 02:03:00 GMT kkwfromoz tag:iii.co.uk,2003:tst.6104573
passes the time while waiting for real news. By Chis Lines ]]> http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&display=discussion&id=6104573&action=detail Fri, 19 Mar 2010 17:38:00 GMT Chis Lines tag:iii.co.uk,2003:tst.6104270 http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&display=discussion&id=6104270&action=detail Fri, 19 Mar 2010 16:16:00 GMT GrahamCS tag:iii.co.uk,2003:tst.6104245 http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&display=discussion&id=6104245&action=detail Fri, 19 Mar 2010 16:11:00 GMT edwardberry tag:iii.co.uk,2003:tst.6102698
When brokers recommendations are accompanied with a detailed breakdown of how they have arrived at a companys valuation then I find them interesting and sometimes edifying.
When they just tout a buy or sell or give a valuation target figure they are not so usefull, more a guide to sentiment than anything else.

edvardo By Edvardo ]]> http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&display=discussion&id=6102698&action=detail Fri, 19 Mar 2010 13:03:00 GMT Edvardo tag:iii.co.uk,2003:tst.6102379
There are times when brokers can have a hidden agenda and another aspect of broker recommendatoins I have difficulty coming to terms with is that a broker will very rarely put a time-frame on recommendations.

What I do feel is the best thing to move a share is good solid positive news, such as a resolution of the Ugandan situation etc etc....

It would be interesting to hear what other regulars on the board think about broker's recommendations.

Carliol

By carliol ]]> http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&display=discussion&id=6102379&action=detail Fri, 19 Mar 2010 12:23:00 GMT carliol tag:iii.co.uk,2003:tst.6102277
Not all the $5bn will be finding its way into Tullows bank account. By mrposhman ]]> http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&display=discussion&id=6102277&action=detail Fri, 19 Mar 2010 12:09:00 GMT mrposhman tag:iii.co.uk,2003:tst.6101983
A question for the board as the positive note came from Tullows housebroke does it really carry the same level of 'confidence' or can housebrokers be a tad on the +ve side?

By zimmer01 ]]> http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&display=discussion&id=6101983&action=detail Fri, 19 Mar 2010 11:33:00 GMT zimmer01 tag:iii.co.uk,2003:tst.6101200
More positive news for Tullow.

http://www.guardian.co.uk/business/marketforceslive/2010/mar/19/lloyds-banking-group-hsbcholdings

Carliol By carliol ]]> http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&display=discussion&id=6101200&action=detail Fri, 19 Mar 2010 10:02:00 GMT carliol tag:iii.co.uk,2003:tst.6099587
LONDON (Dow Jones)

Tullow Oil PLC (TLW.LN) is close to formally agreeing on the terms of a partnership with Cnooc Ltd (CEO) and Total SA (TOT) for its integrated oil project in Uganda, which could be signed as early as Friday, people familiar with the matter said Thursday.

But the deal could still be signed at a later date and won't be considered final or announced until it is approved by the government, they said.

Anglo-Irish oil company Tullow, China's Cnooc and France's Total declined to comment.

The partnership would take the form of an operating company controlling the integrated project, from oil fields to a pipeline and a refinery, they said. Tullow has already said each of the three partners would hold one third in the integrated project.

The proposed agreement would involve roughly $5 billion in cash payment and investment commitments, they said.

Total and Cnooc would be tasked to manage the pipeline and refinery, one person said.

But the deal--even if it is signed Friday--could take weeks to be approved by the government.

Uganda recently indicated it wouldn't make a final decision until next month.

By Benoit Faucon and Nicholas Bariyo, Dow Jones Newswires; (44) 207 842 9266; benoit.faucon@dowjones.com

(Yvonne Lee in Hong Kong contributed to this article.) By DukeDosh ]]> http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&display=discussion&id=6099587&action=detail Fri, 19 Mar 2010 06:09:00 GMT DukeDosh tag:iii.co.uk,2003:tst.6099513 http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&display=discussion&id=6099513&action=detail Fri, 19 Mar 2010 02:49:00 GMT jopas55 tag:iii.co.uk,2003:tst.6099506 I doubt if it includes DRC as its not been confirmed yet.
Tullow will soon be drilling ahead 2 wells per month in Uganda starting April.
Lets see what the sp tells us today?

M1 By million one ]]> http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&display=discussion&id=6099506&action=detail Fri, 19 Mar 2010 01:59:00 GMT million one tag:iii.co.uk,2003:tst.6099472
OTOH maybe tlw just negotiated a better deal than hoil. who knows. By Chis Lines ]]> http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&display=discussion&id=6099472&action=detail Fri, 19 Mar 2010 00:19:00 GMT Chis Lines tag:iii.co.uk,2003:tst.6099469
5 billion is more than the worth of the 3 blocks put together. I mean Heritage only got 1.5 billion for the equivalent of just 1 block (even accounting for the fact that all the blocks are not equal).

I wonder if the deal includes future consideration in Congo? Otherwise, we probably can put the Ugandan deal (once uncertainty is removed) to be
worth another 2.00. All IMHO.

Keeps looking better!






By kkwfromoz ]]> http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&display=discussion&id=6099469&action=detail Fri, 19 Mar 2010 00:13:00 GMT kkwfromoz tag:iii.co.uk,2003:tst.6099406
extract:-

"The proposed agreement would involve roughly $5 billion in cash payment and investment commitments, they said."

http://online.wsj.com/article/BT-CO-20100318-715729.html?mod=WSJ_latestheadlines By Chis Lines ]]> http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&display=discussion&id=6099406&action=detail Thu, 18 Mar 2010 23:06:00 GMT Chis Lines