Tlou Energy Share Discussion Threads

[acrussell] 20/1/2018 18:22

*fund 100MW

[acrussell] 20/1/2018 18:21

The cost of debt to fund 10MW from the outset is significantly greater than terms available by scaling up from 10MW.

[satsuma1] 20/1/2018 18:07

Cool story.

[donkey40] 20/1/2018 17:45

I will reply on the 10MW / PPA in a bit.

As for scaling and going canny. Catch yourselves on for goodness sake. 326m shares in issue, listed in 2009 and this is the only project the company has. They are the only ones with certified gas reserves (supposedly), so get on with it. Shareholders were in at 40c and they have been bled. Other bottom scavengers got in at 4c, great timing and well done you. But just coz you got in cheap, stop mistaking that for thinking this is a great company with great BOD blah blah. Sure they have been saving costs by reducing GG salary and director fees - otherwise shareholders would be screaming! 10MW is first and foremost 10MW, and frankly it is next to nothing in terms of revenue opportunity after 8 years working at it.

The real question is Why is it only 10MW ? Is there a problem with the feedstock supply side coz I doubt there is one with putting MW boxes in Situ to generate the electicity. And if it isn’t that, then is power evacuation the problem? But at 10MW something is just not right.

[satsuma1] 20/1/2018 15:14

Agreed. And as a shareholder I’d much prefer the company scale in a feasible manner rather than risk all and go bust. Even massive multi billion dollar companies scale products rather than go all in. You never see someone on Dragons Den saying they want the money to take their homemade product global in week one.

[ftangftang] 20/1/2018 14:05

And using the house analogy to illustrate a ' scalable ' project If you have permission to build 500 homes. You don't start all of them at the same time. You complete 10 and sell them, Use the funds to build the next 30 and repeat 50 then 100 ect...Now translate that into megawatts...2 . 5 . 10 . 30 . 50 ect Even thick stubborn quadraped should be able to understand that... ?Cheers Ft ft

[satsuma1] 20/1/2018 13:31

It’s somewhat like saying land is worthless if there’s no house built on it already. Except land isn’t cheap... why? Because once you do build a house on it, you’ve got yourself a lot of potential profit.

[am99999] 20/1/2018 13:22

"Value in ground - worthless"

This was the exact same statement made by a troll on a previous oil and gas investment I was in a couple of years ago just before an exploration program began. The share price is now multiple on no revenue just reserve upgrades.

[homebrewruss] 20/1/2018 09:29

Thanks wheniamfrew

[donkey40] 20/1/2018 08:52

How do you calculate $10m for 10MW if powe? This will be good ....

Value in ground - worthless until you get commercial offtakes. Have they started Mining yet ?

[wheniamfree] 20/1/2018 08:38

Ontop of that, add in the value in the ground. Again depends on the upvalue after PPA but initial conservative value could be around $1m per BCF risked accordingly.

[wheniamfree] 20/1/2018 08:37

Depends on PPA terms but approximately around $10-15m per annum for 10mw right the way upto $100-150m per annum for the 100mw.

This is one deal remember, the buck doesn’t stop here.

[homebrewruss] 20/1/2018 08:05

Does anyone have any approximate figures for the kind of revenues Tlou could get for 10mw, 20mw etc?

[wheniamfree] 20/1/2018 08:01

Read back the last few posts.

Same old dribble, same old “I missed the boat and now I’m absolutely gutted”.

Emotion is the hardest thing to control in investment, some people manage it well and turn out to be lucrative traders/investors. Some people can’t and have mental breakdowns. I refer you to are resident ass.

Looking forward to the news, I am sure the Botswana Pension funds will be also. Surely they didn’t invest because they “thought it best to look interested” , good way to spend £2.4m.

Meanwhile, in relation to the drone on coatings and a genuine question. Find me any E&P co that doesn’t have a capital expenditure prior to revenues. I think it’s impossible for a company to explore, develop and produce with or without infrastructure already in place without having an initial outlay. Hell, that’s the same in any business. I could name you a few who have spent $billions before one drop of oil is even produced. Have you ever heard of Shell, BP, Exxon etc.? Perhaps go critique them on their business models?

You don’t have talk some rubbish but yes, you know all. So much so that when someone raises a valid question as in the case of above you just don’t answer it because you can’t.

[donkey40] 20/1/2018 01:08

Mr Oz - what a star. Tlou from Oz, with Oz Reserve certifiers (SRK). In Africa. Did any of you read how Rio are reviewing their approach to business in Africa?

Go aussie aussie aussie.

But don’t worry - 10MW and Reserves upgrade ahead and then everyone are millionaires

[mr.oz] 20/1/2018 01:00

Anyone else not bother to read the last half dozen posts?
CBA
I think we know the score

[donkey40] 19/1/2018 23:49

My Friday night has been spent buzzing around at the Bull & Bush, enjoying a few Castle Lite’s and chatting with a few locals.

Where were you ?

[satsuma1] 19/1/2018 23:41

Seems you are quick to call out others actions but when challenged on your own views you default back to “I don’t need to explain myself”. I’m afraid if you can’t actually explain your views and opinions it shows how little conviction you acrually have in them. I think it’s a shame whatever caused you to dislike the company has prevented you from making a lot of money. I wish you well but don’t have time to converse with you further.

[donkey40] 19/1/2018 23:28

And I am not here to answer your questions - this isn’t EPL interviews with Football managers trying to get the unwary manager to shove his size 11s in it with a badly expressed comment so they can start a media induced war.

This is about investing money - yours, mine, everybody’s. You decide for yourself who u listen to or follow - I made up my mind a while ago who knows what they r talking about, who doesn’t, and who r here to make fools of others.

Que- 2 of the Nolan Sisters.

Oh, it’s Friday night, end of the week - where is the prompt for weekend research on Wordpress.com site for your enjoyment of impartial, unbiased discussion on Tlou Energy. Hmmm, been a while .... I just wonder are the foundations somewhat flakier that previously assumed.

Ah sure it’s all great banter....

[acrussell] 19/1/2018 23:27

Risk warnings from anonymous BB posters are terrifying, especially when capitalised.

[donkey40] 19/1/2018 23:21

Satsuma - I am not asking you to listen to me. But you would do well to think for yourself

[donkey40] 19/1/2018 23:20

African Energy Resources has been listed on the venture capital board of BSE since October 2011. There r currently 22 shareholders holding less than 0.3% of the company’s shares in issue. ....directors formed the view that the administrative costs and related obligations associated with maintaining the BSE listing are ... a waste of time.

Now Tlou have 21-odd million shares listed on BSE since early December 2017 and there has been none traded since listing. But it is all good coz Botswana Pension Fund dudes told independent asset managers, Africa Alliance, please park our money with the Aussies coz they spent $50m bucks so far chasing a gas rainbow here, and we need to make them think they are close to the prize. If you don’t, sheesh they may think we are not for real here in Botswana coz all the presentations say we are stable and corrupt free (well Low level thereof).

Risk - DO ANY OF U HAVE ANY COMPREHSION AS TO WHAT RISK ACTUALLY MEANS !