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
  +0.00p +0.00% 8.35p 8.00p 8.70p 8.35p 8.35p 8.35p 74,060 07:42:19
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Oil & Gas Producers 0.0 -2.3 -1.1 - 27.32

Tlou Energy Share Discussion Threads

Showing 5626 to 5650 of 5650 messages
Chat Pages: 226  225  224  223  222  221  220  219  218  217  216  215  Older
DateSubjectAuthorDiscuss
28/5/2018
00:07
And Tidd: “TD you focus on what you deem is important. For me, a government PPA or RFP is just one small piece of the puzzle and not even critical to downstream commercialisation.” Now you stop being stupid. The Govt is a seriously BIG thing here; always was and will be. Jeez I am stunned you posted that !!
donkey40
28/5/2018
00:01
Stop being stupid. Go and read what you said and .....learn to write properly !!
donkey40
27/5/2018
22:07
Wind your neck in, that is not what I have suggested. What I have stated is that if government did NOT want to progress a CBM industry and were NOT behind it as you keep claiming they would NOT have issued a production license. Tlou have a production license already so how can you state the next step is to apply for one??
wheniamfree
27/5/2018
21:16
Absolute krap ! 100% rubbish. You have no grounds to make that linkage whatsoever. The company has been exploring for however many years, is now looking to move from exploration to development company so making an application for a production licence is the next step. No doubt encouraged to make that application given they are shortlisted 1 of 2 in the RFP. But to suggest as you are that the Production licence is in any way linked to the expected success of the RFP is ridiculous / bang out of order / entirely disappropriate / uneducated / and simply wrong !!!
donkey40
27/5/2018
19:41
Donkey if the government and the ministry weren’t supporting and were going to throw a real spanner in the works to prevent or delay CBM exploitation they simply would not have granted a production license. That is the deciding factor in the whole equation.
wheniamfree
27/5/2018
19:29
Theoretically you are correct. Practically is a different matter. Bots good level rankings for corruption etc all help in terms of majors with money to look at the country and the market opportunity, but still IN MY OPINION the Govt have got to be seen to stand behind CBM in the country before all the theoretical options have ANY chance of playing out. And I have very strong reasons for saying that. Tlou could have done what you allude to in your last post in the years before the RFP. They didn’t. They chose instead to pursue the Govt support of the market option, same for Sekaname and Stratum and whoever is circling CBM in Bots. Now just becoz the RFP has been delayed - for Tlou management to quickly starting spinning we have multiple routes to market and multiple Offtake options being pursued is (my favourite word) disingenuous. Dear TG - you might think that retail shareholders just want to make a buck and so you can spin us a good old jackanory. And get your mates like Tidd to grease the wheels and get everyone all excited and worked up. Now that we are reasonably well versed on what goes on in-country, maybe you will treat us all with more respect than hitherto shown to date. And you can tell him a donkey said that !! And you what - however much many of you don’t like to admit it - you damned well now know there is a lot of sense in what I am saying. Have been saying for quite some time ....
donkey40
27/5/2018
15:54
It’s the key to unlocking certain options of financing for development, not all. As per the above comment on TO, any major could form a joint venture or take over approach and circum navigate the lengthy paperwork whilst partnering or acquiring in order to exploit the reserves and resources. The production permits are already granted, Tlou can commercialise therefore any support of the government for a PPA is irrelevant hence why they have the option to sell to others within the grid.
wheniamfree
27/5/2018
15:18
Actually for once I pretty much agree with Tidd: “The market exists for electricity that much is clear, Tlous downstream optionality is for a gas to power solution. The gas in itself can be used for a variety of things but to have the abundance of said resource in a large quantity (and the only resource booked in country) is precisely where my focus is. The gas reserves are the inherent value, I’ve completed my research and I am more than comfortable with it especially at current value. PPA is just one small part of a large operation.” Where we likely disagree is to my mind this PPA from Govt is the key to unlocking development of said abundant reserves. Without Govt support of this industry, forget CBM in Bots as other major Developers of gas will not take on the country/political risk. The Govt has to stand behind the CBM industry, support its nascent development so that everything else that can be done with gas downstream has a chance to be realised. What is IN My OPINION is totally disingenuous of Tlou management is the way they tried to spin the delay, or deflect from the delay, by saying there are multiple other routes to market and multiple other offtakes we are pursuing. First part obviously true; second part well I cannot say they are not pursuing other options - no doubt they are - but to spin it the way they did was just downright damned cheeky of them. Do they think all retail holders of this stock are so easily led or fooled??
donkey40
27/5/2018
15:10
They remain solid becoz no point selling and there are no buyers in Bots for them anyways. Why is it every single stupid post by the cheerleader cannot interrogate the reality of Tlou’s lack of progress rather than laying blame everywhere else and saying its great, it’s gonna be great. We are the best yada yada... HTG it is sickening to hear this constant rah rah rah in the extreme.
donkey40
27/5/2018
12:21
Post on LSE, sharing for others. “Current exchange rate of PULA has BSE listing of Tlou trading at around 12p. Https://afx.kwayisi.org/bsebw/tlou.html Ergo, African Alliance recent cornerstone investment of £2.4m has remained solid and all within the Botswana Pension Officers Fund for circa 6% of the company. Https://www.investegate.co.uk/tlou-energy-ltd--tlou-/rns/tlou-secures-new-botswana-cornerstone-investor/201711200805079425W/ Core rig due on site imminently and should kick off a new round of drilling, if reserves continue to expand as expected I can’t help but think we are going to be in the sites of a major suitor either by some form of JV or perhaps TO? Tlou have many approvals that majors can bypass in terms of time and delays, a huge asset which is already at development stage and initial bookings of some 426BCF reserves with 3.3TCF contingent resources. All of the above certainly underpins the valuation of the company and more, plenty more value to be added here on existing progress even before further corninuation.”
wheniamfree
27/5/2018
00:20
Hey just curious Windo, how many share do you hold in Tlou? Care to share?
donkey40
26/5/2018
23:19
Oh the irony.
wheniamfree
26/5/2018
21:44
Mate - the only people regurgitating are you and your cheerleader mates. You have not changed your rhetoric in quite some time. All I am doing (everyone else gets it except you, thicko) is reminding you that nothing much has changed .... You will be back just to make sure you get the last post in at end of the day ... You are a creature of habit. And happy repeating your same mistake, 10 times a day now for oh months on end now. Keep biting pal
donkey40
26/5/2018
08:37
Yawn. Weekend donkey - no need to keep regurgitating the same dross, nobody is reading it fella.
wheniamfree
26/5/2018
00:03
Windy - it’s going to be a short chit chat when they come to my door. For your sake, you stupid Richard, you better hope they don’t !!!!
donkey40
26/5/2018
00:02
Some thoughts from the other clever people: “ it's a wait, but with very good odds on the upside” “I agree that the wait is annoying, although given CBM is an entirely new industry in Botswana, it's not that unexpected (I guess it was hope more than anything that the process would go from start to finish without a few speed-bumps). Rhetoric from the BoD is unchanged - government highly supportive etc. etc” “It could be a dead duck but I will see what happens by the end of June and then decide whether to sell up and move on from here. This really is a slow burn and the lack of news flow is very worrying indeed.” Windbag - I posted all the above under my multiple alias. Make sure you tell that to FCA, Interpol, Office of the President as well please. Important that you do, coz your credibility is on the line here. Buzz - your mate needs help. Back him up like a good jack ass. What’s the song I am trying to remember - ah yes.... It’s all gone quiet over there... Now rather than gloat, the question we should all be asking is Why !! I don’t think the PR is working - multiple offtakes, multiple routes to market, connect to the grid, great BOD, done it twice before, supportive Govt, great partners (who have been a disaster), Govt need time to settle in, Tlou need time to settle in (after 9 years of trying), ... shall I go on? FFS - are any of you awake and or listening yet ??!!
donkey40
25/5/2018
17:07
You really do seem to be somewhat infuatuated with me old boy. Scary..
donkey40
25/5/2018
15:36
And they all adore donkey lol. That’s your narcissism shining through.
wheniamfree
25/5/2018
15:32
You really don’t have much under your bonnet, do you Windbag. Hopefully the last 2 weeks chipping at you highlights that to others.
donkey40
25/5/2018
15:25
Me of course. Every dissenting voice is me !!!
donkey40
25/5/2018
14:20
I wondered how long it would take for you to comment. Who could JTD be I wonder.
wheniamfree
25/5/2018
13:11
Good chat on LSE today. They think a PPA is in the process of getting signed. Jeepers there might be people even more stupid than Windbag
donkey40
25/5/2018
07:05
Well done. I knew you couldn’t rise to the challenge.
donkey40
25/5/2018
05:40
Tlou +25% ROI KMR -99.8% ROI End of.
wheniamfree
24/5/2018
22:48
I will comment on KMR metrics - and leave you to provide the same metrics for Tlou. Current equity value - £270m; Current enterprise value - £296m; Implied equity value per share -£7.20; Implied EV per share - £7.50; EBITDA 2017 - £45m; EBITDA forecast 2018 - £85m; EV / EBITDA 2017 = 6.6 times, and forecast to drop to 3.something for 2018 at current share price; What to do with this share is reasonably obvious to most punters. I fully expect you to, yet again, dredge up performance history which frankly as anyone in the markets knows is largely irrelevant. But that still won’t stop your usual vomit. What you are being asked to now do is provide the same metrics for Tlou - then we can determine if there is any relevance in comparing the 2. Good luck.
donkey40
Chat Pages: 226  225  224  223  222  221  220  219  218  217  216  215  Older
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P:30 V: D:20180528 05:29:48