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<title>Tullow Oil PLC Discussion</title>
<description>Tullow Oil PLC Discussion Board</description>
<link>http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&amp;display=discussion</link>

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<item>
<guid isPermaLink="false">tag:iii.co.uk,2003:tst.5554390</guid>
<title>Re: o/t How very nice to have a stalker ...</title>
<description><![CDATA[ I don't even know what VRS is on about. By wech ]]></description> 
<link>http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&amp;display=discussion&amp;id=5554390&amp;action=detail</link>
<pubDate>Sat, 07 Nov 2009 18:13:00 GMT</pubDate>
<dc:creator>wech</dc:creator>
</item>

<item>
<guid isPermaLink="false">tag:iii.co.uk,2003:tst.5554144</guid>
<title>Re: o/t How very nice to have a stalker here...</title>
<description><![CDATA[ please don't turn this BB into a school playground. By wakedean ]]></description> 
<link>http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&amp;display=discussion&amp;id=5554144&amp;action=detail</link>
<pubDate>Sat, 07 Nov 2009 15:00:00 GMT</pubDate>
<dc:creator>wakedean</dc:creator>
</item>

<item>
<guid isPermaLink="false">tag:iii.co.uk,2003:tst.5553409</guid>
<title>o/t How very nice to have a stalker here :)</title>
<description><![CDATA[ ... like el wadwipe Green300 lol!<br>
<br>
Get a life you sycophantic no-hoper :o)<br>
<br>
VRS<br>
<br>
ps - Before you r-triangle people in future you'd be very well-advised to think of the consequences buddy... but clearly you didn't get that far up the foodchain yet lol!<br>
<br>
pps - I'll be here long after you're gone... I'm looking forward to all your invaluable posts. Pffffffffffffft - hahahaha! <img src="/i/discussions/emoticons/smile.gif"> By VRS ]]></description> 
<link>http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&amp;display=discussion&amp;id=5553409&amp;action=detail</link>
<pubDate>Sat, 07 Nov 2009 04:17:00 GMT</pubDate>
<dc:creator>VRS</dc:creator>
</item>

<item>
<guid isPermaLink="false">tag:iii.co.uk,2003:tst.5552226</guid>
<title>Re: From Davys</title>
<description><![CDATA[ Chris I checked this with davy's ...the date is the date of their the date the rating was issuedlast ! Seems odd but it appears correct.<br>
<br>
Revkev By revkev ]]></description> 
<link>http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&amp;display=discussion&amp;id=5552226&amp;action=detail</link>
<pubDate>Fri, 06 Nov 2009 15:30:00 GMT</pubDate>
<dc:creator>revkev</dc:creator>
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<item>
<guid isPermaLink="false">tag:iii.co.uk,2003:tst.5549954</guid>
<title>Re: Namibia - Borscht...</title>
<description><![CDATA[ Roger-wilco kkwf - apols, I have my marine vhf exam in the morning... just to say keep all eyes n ears open when dealing with 'em... <br>
<br>
VRS <img src="/i/discussions/emoticons/smile.gif"> By VRS ]]></description> 
<link>http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&amp;display=discussion&amp;id=5549954&amp;action=detail</link>
<pubDate>Fri, 06 Nov 2009 10:21:00 GMT</pubDate>
<dc:creator>VRS</dc:creator>
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<guid isPermaLink="false">tag:iii.co.uk,2003:tst.5549880</guid>
<title>Re: uk oil industry</title>
<description><![CDATA[ acually I nee forgot but its a good link for anyone who blieve any of the new labour b/s By Chis Lines ]]></description> 
<link>http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&amp;display=discussion&amp;id=5549880&amp;action=detail</link>
<pubDate>Fri, 06 Nov 2009 10:08:00 GMT</pubDate>
<dc:creator>Chis Lines</dc:creator>
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<item>
<guid isPermaLink="false">tag:iii.co.uk,2003:tst.5549233</guid>
<title>uk oil industry</title>
<description><![CDATA[ pinched from bigwads over at bp<br>
<br>
<A HREF="http://www.telegraph.co.uk/finance/comment/edmundconway/6505670/North-Sea-oil-is-dragging-us-into-the-red.html" onclick="return redirectcheck('http://www.telegraph.co.uk/finance/comment/edmundconway/6505670/North-Sea-oil-is-dragging-us-into-the-red.html<br>')" target="_new" rel="nofollow">http://www.telegraph.co.uk/finance/comment/edmundconway/6505670/North-Sea-oil-is-dragging-us-into-the-red.html<br></A>
<br>
sl By stocklobster ]]></description> 
<link>http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&amp;display=discussion&amp;id=5549233&amp;action=detail</link>
<pubDate>Fri, 06 Nov 2009 08:44:00 GMT</pubDate>
<dc:creator>stocklobster</dc:creator>
</item>

<item>
<guid isPermaLink="false">tag:iii.co.uk,2003:tst.5548049</guid>
<title>"Tullow probably best defensive stock ....."</title>
<description><![CDATA[ &quot;Tullow probably best defensive stock in a not-always rational market&quot;<br>
<br>
<A HREF="http://www.independent.ie/business/stocks-markets/tullow-probably-best-defensive-stock-in-a-notalways-rational-market-1934565.html" onclick="return redirectcheck('http://www.independent.ie/business/stocks-markets/tullow-probably-best-defensive-stock-in-a-notalways-rational-market-1934565.html')" target="_new" rel="nofollow">http://www.independent.ie/business/stocks-markets/tullow-probably-best-defensive-stock-in-a-notalways-rational-market-1934565.html</A> By Chis Lines ]]></description> 
<link>http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&amp;display=discussion&amp;id=5548049&amp;action=detail</link>
<pubDate>Thu, 05 Nov 2009 21:39:00 GMT</pubDate>
<dc:creator>Chis Lines</dc:creator>
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<item>
<guid isPermaLink="false">tag:iii.co.uk,2003:tst.5547998</guid>
<title>Re: From Davys</title>
<description><![CDATA[ 20/06/09? By Chis Lines ]]></description> 
<link>http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&amp;display=discussion&amp;id=5547998&amp;action=detail</link>
<pubDate>Thu, 05 Nov 2009 21:22:00 GMT</pubDate>
<dc:creator>Chis Lines</dc:creator>
</item>

<item>
<guid isPermaLink="false">tag:iii.co.uk,2003:tst.5547757</guid>
<title>Brent futures</title>
<description><![CDATA[ <A HREF="http://www.intermarketanalysis.co.uk/images/marketreports/BRENT051109.pdf" onclick="return redirectcheck('http://www.intermarketanalysis.co.uk/images/marketreports/BRENT051109.pdf')" target="_new" rel="nofollow">http://www.intermarketanalysis.co.uk/images/marketreports/BRENT051109.pdf</A> By elect42 ]]></description> 
<link>http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&amp;display=discussion&amp;id=5547757&amp;action=detail</link>
<pubDate>Thu, 05 Nov 2009 20:15:00 GMT</pubDate>
<dc:creator>elect42</dc:creator>
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<guid isPermaLink="false">tag:iii.co.uk,2003:tst.5546296</guid>
<title>From Davys</title>
<description><![CDATA[ Price 1210p Rating: Outperform Issued: 30/06/09<br>
Reports indicate that a senior Tullow manager has given a very strong indication<br>
that a deal involving its Uganda licence will be complete within three months.<br>
Comments indicate that there is no preference for either a western or Chinese<br>
bidder and that the scale of the project had attracted the largest companies in the<br>
industry. The Ugandan state had so far remained silent on its preferred partner.<br>
The issue of the Kosmos sale of its stake in the Jubilee Field offshore Ghana could<br>
be resolved before the end of the year with a strong hint that the Ghanaian state is<br>
looking for a particular solution (which we take to mean group structure).<br>
Separately, it has also become clear that the Odum and Tweneboa appraisal wells<br>
offshore Ghana will commence before the end of the year and not Q1 as formerly<br>
expected. Tweneboa in particular will be closely followed given that expectations<br>
for its size have begun to move By revkev ]]></description> 
<link>http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&amp;display=discussion&amp;id=5546296&amp;action=detail</link>
<pubDate>Thu, 05 Nov 2009 14:34:00 GMT</pubDate>
<dc:creator>revkev</dc:creator>
</item>

<item>
<guid isPermaLink="false">tag:iii.co.uk,2003:tst.5544983</guid>
<title>Re: Namibia - Borscht...</title>
<description><![CDATA[ Hi VRS and everyone,<br>
<br>
I must agree with you. I don't trust them. Look at what Putin did to that Russian Oil Company (quite forgotten the name, whose CEO is still in jail) and that is a Russian company!<br>
<br>
However, in TLW case it's probably a bit different in that TLW is only a supplier of gas, at least that's how I understand it. Good from the point of view that it's another source of cash flow.<br>
<br>
With all these news coming out and MAH 2 deep nearing target, the SP should move upwards. It performed another quick recovery yesterday.<br>
<br>
Cheers all, KKW <br>
<br>
 By kkwfromoz ]]></description> 
<link>http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&amp;display=discussion&amp;id=5544983&amp;action=detail</link>
<pubDate>Thu, 05 Nov 2009 11:27:00 GMT</pubDate>
<dc:creator>kkwfromoz</dc:creator>
</item>

<item>
<guid isPermaLink="false">tag:iii.co.uk,2003:tst.5544443</guid>
<title>Namibia - Borscht...</title>
<description><![CDATA[ Dear oh dear - now I see Gazprom are leading the Kudu fandango in Namibia - that's not good (particularly) for TLW imho - everything the Russkis touch turns to 5hite in my experience... <br>
<br>
Keep a keen eye on 'em AH say I...<br>
<br>
VRS By VRS ]]></description> 
<link>http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&amp;display=discussion&amp;id=5544443&amp;action=detail</link>
<pubDate>Thu, 05 Nov 2009 10:14:00 GMT</pubDate>
<dc:creator>VRS</dc:creator>
</item>

<item>
<guid isPermaLink="false">tag:iii.co.uk,2003:tst.5543370</guid>
<title>Re: Looking Good</title>
<description><![CDATA[ Good point but I think that's one of Tullow's great skills - dealing with local wishes and aspirations. Others just steam in blinded by their big corporate ethos and superior attitudes. I trust the management at Tullow to know how to deal with local politics and find a way to meet the needs of all  sides. They may be small, independent and young but they have over 20 years of experience at it now with excellent results to show. By Fan Zhen ]]></description> 
<link>http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&amp;display=discussion&amp;id=5543370&amp;action=detail</link>
<pubDate>Thu, 05 Nov 2009 07:48:00 GMT</pubDate>
<dc:creator>Fan Zhen</dc:creator>
</item>

<item>
<guid isPermaLink="false">tag:iii.co.uk,2003:tst.5543144</guid>
<title>Re: Its your call on the outlook</title>
<description><![CDATA[ Links are pasted click an watch they are on <A HREF="http://www.cnbc.com" onclick="return redirectcheck('spacewww://www.cnbc.com')" target="_new" rel="nofollow">www.cnbc.com</A> in video section latest.<br>
<br>
Regards<br>
<br>
<br>
Gold to Top $1,350, Oil at $100 in 6 Months, Investor Kang Says<br>
Share Business Exchange By Kim Kyoungwha<br>
<br>
Nov. 5 (Bloomberg) -- Gold will climb to $1,350 an ounce and oil will top $100 a barrel in the next six months, driven by a &#147;herd mentality&#148; fueling an investment boom, said Richard C. Kang, chief investment officer with Emerging Global Advisors LLC.<br>
<br>
&#147;Many investors, especially in the developed world, are underexposed to commodities from gold, metals to energy to agriculture,&#148; New York-based Kang said in an e-mail Nov. 3. &#147;They are likely to move this up to somewhere between five to 10 percent of total portfolio holdings.&#148;<br>
<br>
Gold, up 24 percent this year, has outperformed U.S. stocks and bonds as investors seek to protect their wealth against currency debasement and an inflation threat. Returns on benchmark 10-year U.S. Treasury notes have fallen 7.9 percent this year, Merrill Lynch &amp; Co. indexes show. The Standard &amp; Poor&#146;s 500 Index of U.S. shares is up 16 percent in 2009.<br>
<br>
Commodities have displaced stocks as the investment that will offer the best opportunity for profit during the next year, according to a global poll of Bloomberg terminal users. The Reuters/Jefferies CRB Index of 19 raw materials jumped 21 percent this year after slumping 36 percent in 2008 as the economy recovers from its worst recession since World War II.<br>
<br>
&#147;Fundamentals started it but now we&#146;re into greater crowd psychology,&#148; Kang said. &#147;We can see gold getting to $1,250 to $1,350 within six months time and if that happens then $2,000 is very possible. The same is with oil.&#148;<br>
<br>
&#145;Placeholder for Cash&#146;<br>
<br>
Gold for immediate delivery dropped as much as 0.5 percent to $1,086.73 an ounce before trading at $1,089.28 at 11:10 a.m. in Singapore. It soared to an all-time high of $1,097.72 yesterday. December-delivery gold added 0.2 percent to $1,089.10 an ounce on the New York Mercantile Exchange&#146;s Comex division.<br>
<br>
Oil has risen 79 percent in 2009, touching a one-year high of $82 a barrel on Oct. 21. Crude-oil futures for December delivery fell 0.6 percent to $79.92 a barrel on the New York Mercantile Exchange.<br>
<br>
Pension funds, hedge funds and other larger institutions will increasingly rely on emerging markets and commodities for both return enhancement and risk reduction, Kang said.<br>
<br>
&#147;Investors realize that both traditional bond and stock holdings have limited value and cash earns nothing,&#148; Kang said. &#147;Commodities and especially gold will be seen as a placeholder for cash. Simply replacing gold with the dollar.&#148;<br>
<br>
Unemployment and lack of wage inflation means &#147;we can&#146;t rely on the developed market consumer to raise gross domestic product figures,&#148; he said. &#147;Nor can we rely on developed market corporations or governments. All hope lies with emerging markets.&#148;<br>
<br>
Emerging Global is a research advisory and fund management firm focused on emerging markets. The company, backed by $40 million in assets, has four funds including metals, energy and mining, listed on the New York Stock Exchange. It plans to launch eight more funds focused on emerging markets, Kang said.<br>
<br>
To contact the reporter on this story: Kyoungwha Kim in Singapore at Kkim19@bloomberg.net<br>
<br>
Last Updated: November 4, 2009 22:23 EST By elect42 ]]></description> 
<link>http://www.iii.co.uk/investment/detail?code=cotn:TLW.L&amp;display=discussion&amp;id=5543144&amp;action=detail</link>
<pubDate>Thu, 05 Nov 2009 06:56:00 GMT</pubDate>
<dc:creator>elect42</dc:creator>
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