Tlou Energy Share Discussion Threads

[ch1rp] 26/1/2018 16:40

Excellent round up WhenIAmfree:))By the way, love your name!

[wheniamfree] 26/1/2018 16:05

Just relistening to some of the podcasts, just cements the point how solid this company and venture is.

Plenty of gas!
All approvals in place!
Strong twice proven board!
Strong investor backing!
Strong partners!
Suppportive government!
Demand for product!
Years ahead of the competition!
Multiple offtake opportunities!
Low opex and capex with strong potential sale prices!

[satsuma1] 26/1/2018 13:34

Credit to you Potter, instant peace and quiet!

[satsuma1] 26/1/2018 13:31

Yes someone suggested why. That's called pondering or thinking etc. You then stated a delay as a fact. Stating something as a fact when it isnt is called lying. Lying is what we dislike about you.

Amusingly you think WE think we affect the world. YOU post without even being invested so you must believe you have some affect on investors or the company. Anyway ywah pottermagic is right, its filter time

[donkey40] 26/1/2018 13:25

As usual, you read and don’t understand. The person introducing Davis was the one suggesting why there was no RFP award (not me). Try just a little bit to keep up - or is your default setting when a Donkey post arrives to straight away criticise.

At least we finally agree that Tlou in Botswana will take a very long time to ever amount to anything. Why? Coz they are starting small, spending all the while and hoping that somebody comes and buys their Reaerves. Becoz twice before they did that - so actually they have not ever extracted gas and delivered gas to anyone. So exactly what are their amazing development partners doing for them then? Other than SRK who are interpretations the data. Can’t imagine GE are impressed with the potential order size; and the financial advisors now in London - if the opportunity is big enough and good enough, then the funding is unlikely to be too big a problem. But nah, better start small, borrow small, stay small and BS any gullible idiots that listen. Like you 2 or 3 ‘experts’; !!

[satsuma1] 26/1/2018 12:59

In fact now is the perfect time to highlight completely how Donkey lies. “Now the 100MW delayed..”. Zero fact behind that, just completely made up. Cheers for proving our point, Donkey :)

[wheniamfree] 26/1/2018 12:58

Besides which they have a deadline so where is it delayed? Your telling lies and misleading again.

[satsuma1] 26/1/2018 12:34

Donkey you’re the one who has said you trash the company we some kind of service to the people haha.

Any evidence it’s delayed or just more rubbish? Do you think it’s a single person doing it all?

[wheniamfree] 26/1/2018 12:20

So you do any research or do you just allow others to do it for you then moan?

No rush here, as put to you time and time again before. How long did it take the North Sea to come online with production and Wytch farm in the UK? Maybe they shouldn’t have bothered hey?

Wytch farm started small over 100 years ago and has since produced around 450mbo.

If everyone had your attitude nothing would get started. Your comments are flawed.

[donkey40] 26/1/2018 12:03

Yup I agree with everything you say - you sure know your stuff. And now the 100Mw Award is delayed while they sort macro matters out at Davos. Best part is you guys seem to genuinely think what you type has relevance in the world order. Keep up the great work - the centre of the power universe in Southern Africa is Botswana and a few lads from Oz are going to fix the region - delivering 10MW in 2 years, then escalating rapidly because ..... because why .... because they say so

Wheniamfree/ Crumpet - go leave your mark elsewhere. I love the way you and Buzziekins seem somewhat besotted.

[satsuma1] 26/1/2018 11:08

oh i know haha, he doesn't have enough faith in his negative trash to actually challenge the company themselves.

[wheniamfree] 26/1/2018 10:57

Satsuma he wasn’t on the call he’s just replayed the recording online.

[ch1rp] 26/1/2018 10:48

Courtesy of adoubledeck lseIt occured to me last night that there's possibly a good reson why we haven't heard any news about the RfP yesterday and won't today. Davos. I found this interesting quote in a journal called AFK Insider"But (USA) energy secretary Rick Perry is the man who Ramaphosa, Mnangagwa and delegations from Tanzania, Botswana and Nigeria will really want time with. In Cape Town last October, Perry said the US had money to spend on £the six-hundred million people in Africa who don£t have electricity.£The lack of power, or unreliable supply, he said lay behind poverty, unemployment, migration and young men joining militias.£Without electricity you can£t industrialise,£ he said. £And I£m not talking about some hand-held light that can charge a cellphone. We need proper access to the grid right across the continent.£Maybe the Botswana energy minister is there.Strangely, though, I found another site which purported (I use the word deliberately) to have the full list of delegates, and nobody from Botwana figured on it, which frankly I find hard to believe.

[satsuma1] 26/1/2018 10:46

Donkey I'm still lost as to what point you're trying to make. We are aware of what was said and bid for... we do our research. You seem to be trying to boast that you know best and then quoting stuff everyone knows... I think you've lost the plot haha. Next you'll be telling me the companies name is TLOU Energy. I like how you keep making efforts to make sure people know you were on that call... and yet... you didn't challenge TG with ANY of the points you've rehashed over and over for the last year or two. Yo're essentially admitting that yet you were on the call but that you didn't have enough conviction in your negative opinions to actually test them against TG

[wheniamfree] 26/1/2018 10:40

As opposed to your puppet master asking for a legally binding PPA for 100mw when they have no gas reserves, pre-approvals and don’t even know if they can deliver?

Sounds like they’d be shooting from the hip, bit like they did last time when they tried to get a deal no? Government asked them to provide evidence of reserve and resource base to show longevity and supply life and they didn’t.

Now, we have Tlou submitting a professional and acceptable tender. carefully Risk managed with a firm legal request for contract via PPA with optionality to increase.

If you were a car salesman in a New area would you buy 100 cars upfront and take on loads of expensive debt or, would you buy 10 cars and wait until you’d sold them before increasing your market?

It’s a risk balanced approach, probably a reason why you pick dogs of shares as KMR but off more than it could chew and debt restructure saw total wipeout of shareholders.

Back under your rock donkey, as usual no clue what your talking about and no Business accumen. Let’s see what the government awards, furthermore this is only one tender there will be plenty more where that came from within Bots and external and at which point Tlou will be revenue generarive with ever expanding reserves.

Keep embarrassing yourself, I like justifying the Business case since many understand it including the bigger players and pension funds. It appears just you don’t - what does that tell you?

Yup, you don’t know what your talking about do you? Your posting points as though we don’t understand when we clearly do as we’ve explained this to you hundreds of times. Get some new material and stop just regurgitating your sad clueless opinions.

[donkey40] 26/1/2018 10:31

They Bid for 10MW and said they left the door open for Govt tonaward them more. Those were TG’s own words on the Friday afternoon telco that apparently I didn’t participate in.

“As a point of clarification, we have left the door open for more than 10MW but we have for want of a better word gone firm on 10MW in stages”.
.....”so again that occurs by going for a staged 10MW approach, and if the Govt feel inclined, leading to more”...

I think you guys either have trouble understanding what the words means when you read them or you read what you want to hear.

They Bid for 10 and it will be for Govt to decide if they want to allow them the time to deliver a higher level thereafter. But they said they Bid for 10 !!

He also said - “we’ve put a simple but nonetheless very detailed and thorough Bid for about 10MW at what we believe is a good price for them and for us”

But then elsewhere, playing to the audience as usual, it was a monumental task contributed to by the team and our partners.

Simple, yet monumental - sheeesh !!!

[wheniamfree] 26/1/2018 10:31

Misleading the market again and posting false statements with no evidence to back it up then tells us he doesn’t lie.

[satsuma1] 26/1/2018 02:08

Donkey it took you all that time to reply and you ironically ignore the fact you were so wrong the other day and then say WE run scared haha.

[donkey40] 25/1/2018 23:47

I see nobody wants to play the numbers game - running scared ? Let me start - Tlou will get 10MW. Sekaname will get more than 10, which will be amazing given they were embroiled in a fracking scandal, lost their leases, are 3-5 years behind Tlou, have no EIA or ML and generally are so anonymous that nobody on these boards knows for sure if they still actually exist.

[satsuma1] 25/1/2018 09:42

It is fairly amusing him making suggestions about why the wordpress site isn't mentioned etc when it's been at the top of this page the entire time haha