Tlou Energy Share Discussion Threads

[andrewsr] 16/2/2018 11:28

It seems more like a simple administrative error using an existing tender document possibly for coal-fired power production instead of adapting it for a situation they were fully aware of, i.e. where there is no current commercial CBM production. If they want to continue with the same tender documents they will never get any CBM power production, unless CBM producers go elsewhere first. If the Botswana government want to walk away there are plenty of other opportunities in the region.

[donkey40] 16/2/2018 10:48

So you just made that up then wheniamfree. Typically desperate of you. Like I said the other day, you are pathetic. Not only that, now you are showing you are also clueless.

Btw, you said no-one predicted this over on LSE. Is that right now ...

Buzz - is I am Zanthrus. Oh really really really really. And now you are trending towards lines of desperation !!

You pair are a match made in heaven. 2 of Tidd’s Disciples ... And collectively 3 stupid morons !!

[money4me] 16/2/2018 10:28

any of that factual or just your thoughts

[pottermagic2310] 16/2/2018 10:06

My understanding of the Tender non-compliance is that the Government expected to see Plans related to actual production operations, based on actual Reserves and sustainable Flow Rates providing on/around the requisite 100MW consistently and continuously for a sustained period.

My understanding of TLOUs non-compliance is that they offered up only a Pilot to provision only up to 10MW based on unconfirmed Resources and unconfirmed Flow Rates with no firm guarantees of ramp-up to 100MW on a sustainable basis.

These were always the primary concerns dating back to last Summer and into the Autumn. Submitting a response that a) did not comply with requirements and b) failed to substantiate overall longevity at the appropriate production levels has resulted in failure.

There is a little wording in the latest RNS that gives the game away... TLOU intend to try to convince the Gov they don't want what they've asked for (not yet anyway) and that a far less substantial (no guarantees) Pilot is (TLOU's) way forward.

This is happening because the Resources are still not confirmed, Gas Flow rates are not being divulged and the overall scale and longevity of production operations simply cannot be guaranteed.

For those remaining invested, I hope the next RNS puts the above concerns to rest... otherwise it's game over.

(ACTUALS) - it's what we knew last year, what we've known this Winter and what we know as of this week - read the pertinent RNS'... no aspirational, rose-tinted views necessary.

[wheniamfree] 16/2/2018 09:51

Donkey info is out there DYOR

[mr.oz] 16/2/2018 09:18

I don't mind speculation. I thought we'd have had rubber-stamped firm commitments by this point, however.

[ernestsyngen] 16/2/2018 09:14

It is all fully funded

Now, we know that they will update the market with reserves next week, that would add a good 10% if not 20% to the share price

I also expect the Bots Government to do a "U" turn as the President will kick their backside. He wants a good power infrastructure and quick.

Time to get and and buy your shares now. Look at the share price graph, this will rocket when they announce further talks with the Bots Government.

Soon

[mr.oz] 16/2/2018 09:10

Are we expecting to hear how TLOU will be seeking the funding for the proposed pilot anytime soon? ( now without government guaranteed off-take) ?


It's all a bit different to what I was expecting.

[ch1rp] 16/2/2018 09:06

Blue FInishhhhhhh........

[donkey40] 16/2/2018 08:48

Explain this further please wheniamfree:

“I also think the point that Tlou were limited to deals whilst in tender with gov was also the case. Shackles are now off!”

[donkey40] 16/2/2018 08:36

You are welcome Strummerjon.

[wheniamfree] 16/2/2018 08:01

Where does it say more shares?

$7m in the bank last time I looked.

What your also failing to comprehend is that this hiccup may actually work in Tlous favour if government and or others take a deal outside of an RFP.

I also think the point that Tlou were limited to deals whilst in tender with gov was also the case. Shackles are now off!

[donkey40] 16/2/2018 07:57

Please keep telling the world about sick sad olde donkey wheniamfree. Just as Tidd is the best promo agent for Tlou, you are becoming mine ! You must be an OCD type coz you keep posting and repeating the same old drivel about me.

PS in case you had not noticed it, my previous ramblings and conspiracy theories and wild accusations etc don’t seem so far fetched now ......

I believe I did repeatedly post Let’s see what the Bid delivers. So far, not so good. We still don’t know what Ministry have in mind for this RFP - despite Colm’s cheery efforts to appear upbeat. In 2 RNS now, the company seems to be trying to bring in Plan B as the way forward - more time, more money, more shares......

[wheniamfree] 16/2/2018 07:46

KMR doing well I see donkey? And your preaching advice here to others.

May I ask, how do you expect Tidd to respond to you? I suppose it’s like me posting questions to you on a gardening forum perhaps for which you are not registered. Definition of madness since you can’t get a response from the person your directing it to.

Another suitable example would be talking to the wall or door about the latest TV shows when the person you actually want to talk to is in another town.

Why don’t you try and get your love infatuation setup so you can meet?

[donkey40] 16/2/2018 07:34

Nothing is ever a problem for good old Tidd - he has an answer everything and has answered every question several times before. Latest example:

“
Adouble nice memoirs lol. As for the financing point, I answered this one earlier - export could be via external government or government backed entity. Given the SAPP is a viable export option I don’t see this as an issue whatsoever. Furthermore if it were an issue it would not have been touted as a serious route to market so much either now, later or in parralel to the RFP. So no I don’t consider it to be an issue whatsoever.”

Well Tidd - if it wasn’t an issue, why haven’t they gone on and done it already? They have only had ?? many years now to get connected to grid and start generating cash flow and revenues.

Tidd - over the course of my career, I have seen many types that tow the company line, but in your case you have eaten the Corporate Manual several times over. And I have never ever seen anyone stick up so manfully through thick and thin. You do a better job at this than any of the company’s management - for the sake of your future sanity, take a reality check over the weekend man !! Or else ask for a lot more money or shares than they are currently (planning to) give you.

Better still - get cash, coz these shares could be in trouble in a few months time.

[wheniamfree] 16/2/2018 05:27

Satsuma blister is 100% donkey how very naughty.

Such a sad act.

[wheniamfree] 16/2/2018 05:25

Donkey and blisters keep chatting to yourself.

The fact you post on here as the same user is very sad.

As for the above lies, noted. No fracking and no earthquake related whatsoever to Tlou given it began 30km or so down.

Can you provide evidence and please don’t post the barbee news fling, Ineed categoric geological evidence. If not ((which I know you won’t be able to)) then you are in fact lying.

Can you also tell everyone why you’ve registered as two users to talk to yourself and trash the company? I shall give advfn a call later on.

[satsuma1] 16/2/2018 05:20

Really love the fact blister is a new user and writes in the exact same way Donks does haha. Crazy

[donkey40] 16/2/2018 00:18

Mark - are you proud of your posts today? How much of your paper profits have been wiped out by this fiasco?

The key point coming over to me in recent company induced messaging (RNS and interviews) is all these multiple Offtakes that have now risen dramatically in importance. Time will tell on that obviously - it just concerns me that we heard them referenced in the run up to the Bid, but then got dropped as all news since was about the Bid and the ‘simple but huge collaborative effort and compelling submission’ yada yada words. Until now when they are very much front and cente again - I give them 3 months to announce conclusively on one of these.

Tlou have always been goood with their promotional efforts. And they say they have wonderful relations with Govt and Ministry - well they are going to need them so let’s hope for shareholders sake this assertion is backed up with methane and not nitrogen.

Blisters - 3.5p by Easter? I doubt it will fall that low by then. But my crystal ball tells me a slow process on whatever transpires on this retendered RFP process and a lack of quality in ‘one of many offtakes’ next to be announced means that next round of shareholders money will be a tough sell.

BSE listing - was this inspired thinking by management or might it turn out to be a mill stone?!

Maybe they will slow the burn rate down by taking 25% of salaries - still a pre-Revenue company and sadly looks like remaining one for good while longer.

Ok enough for now - I must go and look at myself in the mirror again and remind myself just how clever I am.....

[blisters] 15/2/2018 23:34

Look, the Botswana Gov want a coal powered solution for all their energy needs. A big coal mine with a big 1200MW coal powered station will employ thousands of Botswana citizens.

CBM does nothing like that except cause earthquakes - "all that water has to go somewhere".

Remember that Earthquake? 30 Klicks from Lesedi! Wow, and that's before they really start fracking that gas. It was the largest earthquake in the history of Botswana.

Gotta love that Toilet Energy.

Sell or be doomed.

[blisters] 15/2/2018 23:22

Did anyone notice the fear and nervous giggles from CFO Colm Clueless in the interview of the nervous one?

Not good.

Shorters Paradise this Toilet Energy. 3.5p by Easter and all done by Christmas.

As in bustoid.