Tlou Energy Share Discussion Threads

[donkey40] 04/2/2018 17:15

FYI
Given the amount of times wheniamfree posts here, and the intellectual content of his posts (as in there isn’t any; he simply repeats what others say); he has to be the goffer for the puppet master of the Tlou promo team on social media. A willing foot soldier ie send in the Infantry, don’t worry about the losses.
Another week ahead - big news imminent. The same news we been waiting for since November. All the chat now is why is it taking so long and trying to justify with clever sounding theories and linkages. Pop over to LSE and have a read. Someone I know liked to amuse himself by posting ‘conspiracy theories’ 6-9 months back; he was laughed off the board. Funny how what goes around comes around ....

[donkey40] 04/2/2018 16:09

FYI
For those that don’t know, avoid Ftang Ftang posts. He bought at 4p over a year ago, boasted how happy that made him, and has been monstrously bullish about the prospects here ever since. Those with a cynical disposition &/or knowledge of how the real world works will see all his bullish commentary for what that is - BS.
He wants you to buy so that ....... (you finish the thought for yourself).
The issue with this company is shifting through and figuring out Fact from Fiction

[hezhogg] 04/2/2018 09:11

Corruption Perception Index, latest figures has Botswana as the least corrupt African country, placed 35 in world rankings. Less corrupt than many European countries.

hxxps://www.transparency.org/news/feature/corruption_perceptions_index_2016#regional

[satsuma1] 02/2/2018 23:09

Thankfully the actual shareholders who post here are happy with the progress and the only person who ever posts about being uphappy with the approach is the person who doesn’t even have any shares and thus doesn’t need to worry about any of it. Same reason I don’t worry about what my neighbour is having for dinner. I’m not eating it so I don’t go round there and moan. My neighbour would probably think I was insane for bothering to get worked up over something I’m in no way associated with.

[donkey40] 02/2/2018 23:02

Amazing - they read but don’t understand. I understand the merits good and bad of a scalable approach. But if I had been working at delivering gas in a country for 8 years and then got my opportunity, I would like to think my ambition to deliver would be large, not small, as I would like to demonstrate value to the shareholders whose money I have been spending for 2 then 3, 4, 5, 6 then 7 and soon 8 9 and 10 years....

Is the penny ever going to drop with any of your muppets ....

[wheniamfree] 02/2/2018 20:16

50p will be coming, can see reserves and offtake sending it way up towards it.

If reserve upgrade exceeds expectations then all bets are off, this could go anywhere!

[hezhogg] 02/2/2018 18:37

Huge interest on twitter for Tlou right now:

[cdawg] 02/2/2018 13:21

Sometimes I forget that Donkey has built 2 billion dollar CBM companies from nothing... Oh wait...

[satsuma1] 02/2/2018 08:19

You can’t please everyone all the time. From a certain someone’s posts over the months he is unhappy about a scalable approach. BUT he is ALSO unhappy about any idea of future fund raising or dilution. A scalable approach allows less financial risk and more chance to grow without staggering debt to cope with in the future. Gets my thumbs up

[wheniamfree] 02/2/2018 08:07

Best we stick to the facts hezhogg all looking good!

[mr.oz] 02/2/2018 08:05

More infrastructure news

[hezhogg] 02/2/2018 07:33

Great prospects here, thanks all for sharing the superb info about a rare AIM find. Don't forget the Tlou Energy WordPress site, its packed with oodles of podcasts which show the BoD telling the public in a straightforward manner, what Tlou is all about. Happy listening!

[wheniamfree] 01/2/2018 21:19

One more thing to add, Reserves are the key here.

Previous company sold for $1.1bn on reserves alone and zero production.

No brainer? I agree..

[wheniamfree] 01/2/2018 21:17

Agree satsuma.

In the meantime let’s focus on the achievements. The same achievements that put Tlou years ahead of any competitor and have placed the company at the forefront of gas production;

First independently certified gas reserves (about to be increased).

Huge gas resource certified at 3.29TCF on just two of ten permits (+14TCF prospective).

100% owned asset.

No debt.

Proven BOD who have twice created multi billion dollar companies from micro caps.

Strong local investor base with Botswana pension fund taking 6% holding.

Environmental impact assessment approved (2 year process and only CBM Company with it).

Mining License approved giving the right to produce and sell (aka production license).

Strong cash balance.

Government sanctioned tender process for 100mw CBM gas to power project (news due imminent).

Development partner in JV with infrastructure with backing of upto $250m via mezzanine fund.

Proven gas to powerconcept and gas flowing for over 18months.

Low capex and opex with projected high product sale price = low cost, projected high return.

Enormous market of upto 8000mw available shortfall.

Gas is cleaner and preferred Energy product to displace diesel and coal.

Gas works hand in hand as base load for renewables like wind/solar.

Ties with Genereal Electric (global entity).

In principle funding discussions post PPA.

And that’s just off the top of my head!

[donkey40] 01/2/2018 20:00

I rest my case. If the company and its merits were so great, why are they so focussed on my posts. By all means, go post on LSE - join the club of rosy posters.

News imminent, company changing, company formation, multi- bagger, weak market today so I topped up, fantastic BOD who did it before, twice, 3-5 years ahead of the opposition, fully funded to end 2018, power urgently needed, size of the award is irrelevant coz its about getting connected to the grid, go small and keep risk low and have cheap cost of funding.

Nothing about time frames, revenues and EPS, number of shares in issue is irrelevant.

Well I know I would prefer they get a major award, Pay a bit extra if needs be for the funding, chase the revenues and make the amazing partners do what they are supposedly good at .... They already talk a good story - why don’t they now deliver one that matters.

10MW first up after so many years of trying is pathetic for a company listed now on 3 exchanges.

Instead of idiots saying DYOR, they should be saying DTM - Do The Math.

[satsuma1] 01/2/2018 17:21

Hezhogg you’ll drive donkey crazy posting the Wordpress link haha. He’s obsessed with some notion of “why isn’t it posted anymore”. Poor guys completely blind to the fact it’s permentantly at the top of this board for all to see and use haha.