Share Name Share Symbol Market Type Share ISIN Share Description
Tlou Energy LSE:TLOU London Ordinary Share AU000000TOU2 ORD NPV (DI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.25p -3.57% 6.75p 6.50p 7.00p 7.00p 6.375p 7.00p 3,462,455 11:24:59
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Oil & Gas Producers 0.0 -2.3 -1.1 - 20.52

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Date Time Title Posts
22/6/201718:09CEO's third $Billion+ gas company in the making.1,898
28/2/201713:36TLOU ENERGY - CBM in RSA399
13/10/201616:01TLOU a growing gas company in Botswana6
12/10/201607:53TLOU Gas producer for Botswana soon1
12/10/201607:53timing is everything36

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DateSubject
24/6/2017
09:20
Tlou Energy Daily Update: Tlou Energy is listed in the Oil & Gas Producers sector of the London Stock Exchange with ticker TLOU. The last closing price for Tlou Energy was 7p.
Tlou Energy has a 4 week average price of 6p and a 12 week average price of 5.88p.
The 1 year high share price is 13.38p while the 1 year low share price is currently 3.25p.
There are currently 304,042,848 shares in issue and the average daily traded volume is 342,532 shares. The market capitalisation of Tlou Energy is £20,522,892.24.
16/6/2017
16:18
wheniamfree: From the LSE board: Looking good Just got this from Sasha at Tlou investor relations: "Tlou all tied up finalising the last few items for the RFP. Plenty back and forth with govt but all on track from our side. Govt seem very keen on getting it done which is great. Solomon Rowland Corporate Secretary was in Bots for the past two weeks, meeting with various stakeholders and said feedback has been excellent. Also the Botswana Recourse Sector Conference was on earlier this week, GG presented at it I have been told that the Minister actually mentioned Tlou and CBM in his speech. Looks like things have moved on a lot from a few years ago when it was all about coal, and CBM was something minor well under the radar. GG has said that afterwards all the questions were about Tlou. Ignoring the share price (which has really shown resilience especially given the election), the longer term view we are in a good place, we have cash and a few goals to kick in the near term (RFP submission, Mining Licence, seismic work, expand reserves etc) so with time share price should move as the reality of the project comes into focus." Hope this is of some use.
18/5/2017
19:30
oilandgas1: IMHO the reality is tlou have raised funding for good reasons which they plan to spend in q3-q4, there seems to be little or no real share price news to kick the Tlou share price forwards until q4 at the earliest, it is most likely sit and wait or return in q4 and buy. The share price is now capped at 7-7.5 due to the funding and lack of news for now.
26/4/2017
12:09
zengas: Strata-x presentation. They highlight the risk November 2016 that "Previous and current players here have so far failed to achieve commercial production" I think that's the possible problem re why Tlou haven't given their flow rates. They may be commercial now but 'how' commercial ? There's a big difference in commercial return if you are pumping say 100 bls from a well compared to 10 which makes all the difference for investors who stomp up the money. Are they still too low to divulge. They would then have to disclose as what they need to spend in developing meaningful production over x amount of years to be profitable to investors. That's why I believe these placings are still at the same low price as IPO. Surely the government has to know the facts and figures in planning for gas supply as to how much could or can be expected. You can't go tell an oil/gas minister and say we have found tens of millions of barrels which are commercial but never say up front what they can produce at until you give us a deal first. It doesn't work like that. The flow rates are crucial and if the next batch of new wells take as long on some other part of the acreage as these appear to do then it doesn't give rise to any serious production any time soon - hence I think why no placing premium or near to previous share price highs. The share price imo ran up more on expectation rather than on any real concrete success -ie explaining more 6p funding. Watching but I just don't think its as fast as many people originally thought and I said last year cbm is notoriously slow even for the longest of long term investors. http://www.strata-x.com/presentations/2016-Kalahari-Basin.pdf
26/4/2017
09:48
timw3: certainly more fun then watching the share price and constant dilution here,
26/4/2017
09:11
zengas: I've looked at this a number of times re potentially investing. The share price was previously 12p and 10p at various times. I don't buy the argument that they don't want to publish the flow rates because of being commercially sensitive. I think that is a total red herring. The rates imo are still too low and if they were good they would have published them which realistically would have driven the share price much further than their previous highs. Instead they are diluting at their lows raising cash when they should put positive news out and thus reduce the dilution and get their cash needs at a much higher price. 216m shares when they came to market in Nov 2015 and placing was 6.5p. Today 304m in issue and a placing at 6p. If the flow rates (and reserves) were good then raise the cash on the back of that at a significant premium. They have been here since 2009 and 8 years later the reserves are pitifully small at the equivalent of 650,000 boe P2, falling far short of the analysts expectations. I don't see Tlou tying up all the available MW sales potential. There are new entrants (Strata-x not that long ago) who will all want and expect access for their in country investment. The input from CBM as a whole amongst a number of players imo will be small and increase via modules over time and the government will make up the balance from their traditional energy supply which they gradually hope to reduce reliance on. That's why I don't see the rationale for some saying secrecy is the name of the game that they supposedly don't want the government to know the flow rates which might affect their pricing re supply. I would have thought the ministry for mines etc gets access to the data, periodic reports and outcomes in relation to the licence and i'd be very surprised if that is not the case.
20/2/2017
14:47
ftangftang: yep Tim'S comment Tlou announce a significant upgrade of Reserves for the Lesedi CBM Project and initial Reserves for the Mamba Project in Botswana. A very positive update, which patient investors will be keen to see. The share price has drifted significantly in the last few months. After tipping new highs at 13p, it fell as low at 5.75p last week. At the time of writing, the price is 8.75p – only up 4.5% today. It’s a long RNS with plenty of detail about the project and status of the operation, but I will not be delving into that level of detail. As always, I have linked to the RNS, so you can read the detail for yourself. It’s reassuring when a company is willing to give more detail, rather than less. It puts on more of the company’s plans, strategy and outlook on the record making them more accountable to future delivery. Background A brief overview for those not familiar, Tlou operate in Botswana. Botswana has a severe energy shortage and is currently relying on expensive imported power and diesel generation to deliver its requirements. Tlou has 100% ownership of the Lesedi Coal Bed Methane Project, an advance gas project in Botswana. 1P, 2P and 3P Estimates For an oil or gas deposit to be considered a “Reserve”;, the company need to prove commercial and technological capability of extraction. Tlou has done this already. The reserves will then be categorised in one of three categories – 1P, 2P or 3P. 1P means Proved Reserves, 2P means Proved plus Probable Reserves and 3P means Proved lis Probable plus Possible Reserves. A 2P measure is very common in the industry, so the latest assessment conducted by Dr Bruce McConachie of SRK Consulting indicating an increase of 44% in 2P Gas Reserves to 3.9 billion cubic feet is extremely significant for the company. 3P estimates are less common and more speculative. However, for small companies, like Tlou, who don’t want to waste excessive funds on onerous exploration, 3P measures are more common. They are useful to understand at a high level the potential of a project. Therefore, a 390% increase in 3P Gas Reserves to billion cubic feet is very significant, though a little more speculative. It still represents a 5x in estimate of Gas Reserves previously thought to be available. Also, not mentioned in the highlights, but worth mention there has also been an increase significant increase in the amount of 1P Gas estimated in percentage terms. 1P meaning that the estimates carry a 90% confidence, so naturally in the world of oil and gas this figure is always smaller than 2P and 3P. The increase equates to 70 million cubic feet. This significant upgrade in Reserves reinforces the commerciality of the Lesedi Gas Project. The success of the Selemo pilot in producing sustained gas flows for a substantial period suggests that there is significant gas production potential for the area … We are very pleased to have received the first gas Reserves in the Mamba Project area, which demonstrates the upside available within our portfolio. cheers ft ft
14/9/2016
10:13
effiert: Also A nice summary of why i think TLOU is going to be HUGE TLOU has no debt and the CEO has recently stated that we will now be funded for 12months by which time we should be well into production Market cap is only £14m. The CEO Tony Gilby has built two billion dollar companies in the past from scratch and i suspect he will do it again here at TLOU. The company has recently announced that they are partnering with General Electric. (one of the worlds biggest companies capped at £293b) for a 300mw supply plant. expected newsflow to come: - Details of the MMEWR on the 50MW contract from the Botswanan government - Offtake agreements - one with the Bots government, one with Orapa mine and then the Greenfields application - Reserves booking - Flow test data and commercialisation - Strategic partners for co-operation in future gas to power projects as per quarterly update. Broker note (Which is out of date and does not include the uplift to 50mw supply( at 24p vs current share price of 8.5p!! Brandon Hill recent research note (Ref 5) provide an in-depth review of TLOU and gives TLOU a NAV at 24.9p/share, TLOU is currently trading at massive discount to NAV, it is assumed at some stage the government could elect to back the project For US$10mofhistoric capex in exchange for a 15%interest in the project, leaving TLOU with 85%. This is a MUST watch recent interview with the CEO of TLOU. Its long but lays out the investment case here. https://www.youtube.com/watch?v=m16U2PYAKwY … … … … … … … … From yesterdays podcast #TLOU vox podcast Podcast 6.48mins in. much more potential than sunshine gas ($1.1b) and arrow energy ($3.5b)both of which the CEO built from scratch and sold. CEO has also put in Millions of his OWN money into the project. Short term i see TLOU multibagging from this level.
13/9/2016
10:44
effiert: A nice summary of why i think TLOU is going to be HUGE TLOU has no debt and the CEO has recently stated that we will now be funded for 12months by which time we should be well into production Market cap is only £14m. The CEO Tony Gilby has built two billion dollar companies in the past from scratch and i suspect he will do it again here at TLOU. The company has recently announced that they are partnering with General Electric. (one of the worlds biggest companies capped at £293b) for a 300mw supply plant. expected newsflow to come: - Details of the MMEWR on the 50MW contract from the Botswanan government - Offtake agreements - one with the Bots government, one with Orapa mine and then the Greenfields application - Reserves booking - Flow test data and commercialisation - Strategic partners for co-operation in future gas to power projects as per quarterly update. Broker note (Which is out of date and does not include the uplift to 50mw supply( at 24p vs current share price of 8.5p!! Brandon Hill recent research note (Ref 5) provide an in-depth review of TLOU and gives TLOU a NAV at 24.9p/share, TLOU is currently trading at massive discount to NAV, it is assumed at some stage the government could elect to back the project For US$10mofhistoric capex in exchange for a 15%interest in the project, leaving TLOU with 85%. This is a MUST watch recent interview with the CEO of TLOU. Its long but lays out the investment case here. https://www.youtube.com/watch?v=m16U2PYAKwY … … … … … … From yesterdays podcast #TLOU vox podcast Podcast 6.48mins in. much more potential than sunshine gas ($1.1b) and arrow energy ($3.5b)both of which the CEO built from scratch and sold. CEO has also put in Millions of his OWN money into the project. Short term i see TLOU multibagging from this level.
02/9/2016
10:42
effiert: TLOU is going to be HUGE and heres why: TLOU has no debt and the CEO has recently stated that we will now be funded for 12months by which time we should be well into production Market cap is only £14m. The CEO Tony Gilby has built two billion dollar companies in the past from scratch and i suspect he will do it again here at TLOU. The company has recently announced that they are partnering with General Electric. (one of the worlds biggest companies capped at £293b) for a 300mw supply plant. expected newsflow to come: - Details of the MMEWR on the 50MW contract from the Botswanan government - Offtake agreements - one with the Bots government, one with Orapa mine and then the Greenfields application - Reserves booking - Flow test data and commercialisation - Strategic partners for co-operation in future gas to power projects as per quarterly update. Broker note (Which is out of date and does not include the uplift to 50mw supply( at 24p vs current share price of 8.5p!! Brandon Hill recent research note (Ref 5) provide an in-depth review of TLOU and gives TLOU a NAV at 24.9p/share, TLOU is currently trading at massive discount to NAV, it is assumed at some stage the government could elect to back the project For US$10mofhistoric capex in exchange for a 15%interest in the project, leaving TLOU with 85%. This is a MUST watch recent interview with the CEO of TLOU. Its long but lays out the investment case here. https://www.youtube.com/watch?v=m16U2PYAKwY From yesterdays podcast #TLOU vox podcast Podcast 6.48mins in. much more potential than sunshine gas ($1.1b) and arrow energy ($3.5b)both of which the CEO built from scratch and sold. CEO has also put in Millions of his OWN money into the project. Short term i see TLOU multibagging from this level.
29/7/2016
11:53
cashmachine2: Ok here's some sums further to my post on the 12th.Brandon valued TLOU at 24.9p/sh and this was based on being awarded a supply contract for 10mw of CBM - Botswana Government awarded TLOU an initial contract to supply 5X this amount.A tender has been submitted to supply Orapa 90mw of CBM which is already designed and built to receive gas and Colm stated it'll be a saving of circa 60% on a diesel fuel bill of $200m pa. Thats a saving to Botswana Power Corp of $2m per week!! Based on US$0.32 Bcfe and the initial supply of the 50mw contract and assuming supply 50% of Orapa TLOU valuation exceeds 178p/sh.Colm has stated there will be limited or no dilution and I expect significant support from Botswana power Corp and the Government to bring all online. The savings maybe calculated into the funding contract and as stated today, strategic partners will be announced in the short term.Still the best investment I've come across on AIM.cashmachine2 - 12 Jul 2016 - 22:58 - 154 of 245 - 4As you'll see below Brandon valued TLOU at just under 25p and this was based on providing CBM for the initial 10MW. I've started putting together my own valuation model and linking what Colm stated about scalability and reinvestment in order to minimise and negate the need for placements. I hope to have this completed over the next few days but already I have a share price that once TLOU are supplying the 50MW will have it trading over £1 and that's without a green light to supply Orapa!! I also understand that due to the huge savings CBM provides Botswana Power Corp in particularly a 60% saving on the $200m + pa diesel bill for Orapa capital investment is being set aside to aid the fast track development. It helps having the Ex Minister of mines and water now working as the Acting MD!! Strings I'm sure will be pulled and remember this is being fast tracked.So here's Brandon's valuation:-We value Tlou (using a risked NAV approach) at 24.9p/sh, putting the company on an undemanding 0.26x valuation multiple.Our value of the pilot development alone (7.9p/sh) exceeds the current market capitalisation of the company, leaving considerable upside for other contingent resources (18.9p/sh) and for exploration (not included in our model).Against its peer group, Tlou trades at US$0.06/Bcfe compared to a weighted average of US$0.32/Bcfe and at a 50% discount to other pre-development companies within this group.http://tlouenergy.com/wp-content/uploads/2015/12/151130-Brandon-Hill-Capital-Research-Report.pdf
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