Tlou Energy Share Discussion Threads

[sogoesit] 07/11/2017 07:04

20c in Oz this morning on core drilling and seismic news.
(Maybe I should say Seismic news...)
Just appeared here.

[wheniamfree] 06/11/2017 22:50

Seismic and coring New RNS

[wheniamfree] 06/11/2017 20:58

Interesting article from LSE, surely this is going to be working with Tlou!

Freek van Heerden, Operations Director of OTC said “We are very pleased to be working on this important project and look forward to a positive outcome of the study. CSG has been under development for a substantial period in Botswana. The activities have now reached the stage where COMMERCIALISATION IS IMMINENT.”

[wheniamfree] 05/11/2017 10:59

Saw this on LSE, it sounds like Richard Branson has a thought behind Botswana Energy following his recent visit.

This puts Tlou in a perfect place

hxxps://youtu.be/BdS1Ux0J8ag

[ch1rp] 04/11/2017 13:47

Tlou TlouGood news is nearly through:)

[ftangftang] 02/11/2017 10:33

15p next stop



here's hoping

cheers
ft ft

[wheniamfree] 02/11/2017 07:54

Potty talks trash.

Of course the business Needs finding what other method will it move into development and production from, fresh air?

If Tlou can secure funding debt or otherwise which looks likely given the number of channels they have been in communication with this will do wonders. Look at the recent raise via ARS and that was equity based with JP Morgan the shares have almost bagged since then. If Tlou take the route of debt then no dilution is required and this seems to be the favourable option all things considered, tony and the team have also stated they do not wish to raise via the market again.

Potter trying to spin the obvious in to a negative deramp as ever - loser.

[mgellie] 01/11/2017 12:32

Potty is to be ignored.

[billyboychrisd] 01/11/2017 12:14

Thanks for the advice, now stop repeating yourself.

[pottermagic2310] 01/11/2017 12:04

You say... "focus very much seems to be on debt funding especially development capital / social development capital / government organisations with a social bias as well as the traditional infrastructure entities etc"...

I've said... "Don't forget, this Business with all its current Shares in issue, actually has only enough funding into Q2 next year... none of which will develop anything of any real substance. There's a massive dilutive event on the horizon"

We're both in agreement the Business is seeking funding from multiple other Parties for multiple related development workstreams (in addition to the actual Gas production fundamentals).

So... there's a massive dilutive event on the horizon... assuming the Gov gives the go-ahead, as the Business only has Funds left to Q2 next year.

THINK ABOUT IT !!!

[ftangftang] 01/11/2017 07:26

after meeting Hugh Swire a commentator said recently

''You will all be pleased to know that focus very much seems to be on debt funding especially development capital / social development capital / government organisations with a social bias as well as the traditional infrastructure entities etc ''

also we are fully funded to the end of next year ...not Q2
so telling the truth would help
maybe if you did bit of research potty you wouldn't be so confused

cheers
ft ft

[pottermagic2310] 31/10/2017 21:46

Interesting chart.... does it tell you how much all existing Investors were diluted due to "debt funding"/financing of the full-blown development Project needed for that Business ?

Don't forget, this Business with all its current Shares in issue, actually has only enough funding into Q2 next year... none of which will develop anything of any real substance.

There's a massive dilutive event on the horizon if this finds itself in a position to move forward in earnest with a viable Project and Gov backing...

[ftangftang] 31/10/2017 15:54

our medium term future prediction

assuming that the last project TG had 'sunshine gas ' is anything to go by



cheers
ft ft

[pottermagic2310] 31/10/2017 15:21

actual value 10p, actual reserves - not a lot
realistic value, should all further, near-future exploration and lack of theoretical Reserves prove to be the case - 3p

[money4me] 31/10/2017 07:41

the valuation is based on the assumption of having a plant operating and earning profit. it is purely speculative as all such valuations are.i remember GKP days when after the first and only oil strike everyone ascribing £££ to the other blocks. these were subsequently handed back as worthless after spending millions. if you want to value something better you need all the variables pinned down. of course you don't tend to have as much upside then

[mr.oz] 31/10/2017 07:34

Potter. As I said, it's from another poster elsewhere, it's not gospel either but interesting

[divmad] 31/10/2017 00:48

fantastic, as in "totally unbelievable"?

[pottermagic2310] 30/10/2017 23:09

That's a fantastic bit of maths Ozzy.
What does the number look like if you apply a factor to account for there being almost no actual Gas Reserves, nor viable Flow Rates, using the actual proven figures reported to date ?
Is is something like 1/100th or 1/10th ?
Does that make £1.56 more like 1.56 pence or 15.6 pence per Share ?

[albanyvillas] 29/10/2017 23:38

nice chart

[mr.oz] 29/10/2017 21:58

Hezzhogg on Hotcopper tries to make a stab at future valuation ( I'm sure he won't mind me copying it here)

'Trying to put an overall company valuation together. I accept that the whole project is very unlikely to be in production at one time, but it does give an indication of the possibilities for a huge gain.
Tony Gilby attributes revenues of $100-150M for a 100MW. In conversation with Tlou, they believe the current ML has enough capacity to also fuel Orapa, at 90MW. If we take a mid revenue of $125 for 100MW, 190MW equates to $237.5M revenue. Current ML covers 10.85% of acreage. So possible revenues of project total is $2,188.94M per annum. Taking a profit margin of 15% gives a potential average annual profit of $328.341M. With a PE Ratio of 10, that equates to a gross valuation of $3,283.41M. Allowing for a 25% discount for non optimal field gas conversion on the entire acreage equates to a valuation of $2,462.557M. Convert @ 0.76 to GBP gives us a market cap of £1,871.543M. Allowing for an increase in the share register to a fully diluted 400M shares gives a share price of £4.68. This is the potential worth of the Resource/Reserves. Even applying a further discount of 2/3rds for unknown issues gives a valuation of £1.56 over the whole project. Just my thoughts, basically, as Tony said, the upside is almost unlimited!'


Cheers for the thoughts HH

[billyboychrisd] 26/10/2017 10:46

Let's get this party started again, we all know which way it's heading, why bother hanging about.

[wheniamfree] 26/10/2017 07:14

Asx up 11.11% to 20c that’s fast approaching 12p

[pottermagic2310] 25/10/2017 14:53

Almost back to last year's high of 12.75p... only an 18-20% increase to go, which with all the imminent News should be possible anytime this next 3-4 months.
Clearly a possible double-bagger for some who bought this year.