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The deal with Tailwind dilutes Serica's equity and impairs its cash position. Shareholders can stop it happening.
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Printing Money
1
The recent merger bid with Capricorn may suggest that Tullow's capex and financing requirements exceed its assets ability to fund them
4
The company could have over half its market cap in cash in the next few months
2
The company has clung on, paying down the majority of its outstanding debt, but how long can Lancaster hold up?
Serica is a UK upstream gas producer enjoying the fruits of a tight European gas market
2
Deal is accretive vs existing assets and on current metrics, but ties Tullow further into Ghana and the fast declining TEN Field.
The TEN field is continuing to decline at a rapid rate, and is getting much gassier
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