Tullow/Capricorn: Unsuitable on Current Terms
On Friday 9 September, the closing share price of Capricorn was 240.2p, a c. 29% premium vs. the exchange equation (186.46p). The Board of...
367 Views
Tullow Oil/Capricorn Energy: Lowering Leverage
Tullow Oil is seeking access to the cash pile of Capricorn, while Capricorn benefits from Tullow's production, reserves and FCF generation, all in...
531 Views
BHP Unification A Done Deal - Now for the BIG FLOWS
BHP Unification is now decided. The flows are mostly known. But they are big. The more interesting flows may be on the funding trade in AU to sell...
777 Views
M&A LNG Theme Back in the Spotlight with Total’s Entry in Mozambique LNG
This insight has been produced in collaboration with Anish Kapadia as a joint effort of the Smartkarma Energy and Commodities Team. With the...
814 Views
Tullow Oil (TLW LN): Oil-Levered Cash Flow Drives an Improving Balance Sheet
Tullow Oil PLC (TLW LN)'s trading statement today once again highlights its robust oil-levered asset base, with significant development spend now...
253 Views