Tlou Energy Share Discussion Threads

[blisters] 18/2/2018 14:57

That is spot on Donkey40. WhenIamSectioned is more interested in discussing you than TLOU which is a clear sign of paranoia.

As to this share, it is even more clear that the Bots Gov. are not interested in a CBM solution from a zero revenue generating company with a CEO in Brisbane and a CFO in Dublin.

Botswana wants and needs a coal fired solution to provide thousands of jobs for Botswana citizens paid for by the Chinese and/or Koreans with repayment over many decades.

This also generates 1200MW which is more than enough power for Botswana for decades to come as well as circa 300MW export potential.

[donkey40] 18/2/2018 14:47

Can’t wait for the half year - we will see how many shares were issued in the period; what the increase to Exploartion & Evaluation deferred asset balance is now; what other great first achievements the company trumpet - oh we already know all that.

I wonder will we get a management view of likelihood of first revenues. Naw, doubt that - they just got pushed back another chunk of time....

Oh dear oh dear oh dear

[donkey40] 18/2/2018 14:42

There you go again on about me, niggling and poking and generally just being a Low level irritant that doesn’t have an independent thought of your own. At least, not one that I have ever remembered.

Parrotman !!

[wheniamfree] 18/2/2018 14:11

There you go again on about Tidd. For what it’s worth he appears to be doing a good job.

I’d be more concerned with what’s going on in the background in relation to yourself. I can sleep easy at night.

Half year report is due soon perhaps may even be issued as soon as next week.

[mr.oz] 18/2/2018 12:51

good post m4m
Needs leadership now

[wheniamfree] 18/2/2018 12:50

Money couldn’t agree more, if the gas is there as per the latest update then I see if no reason why it wouldnot be exploited in a region that is critically short of energy especially if said product was potentially cheaper than their current options.

[money4me] 18/2/2018 12:32

funds lose money too. its not their money. give me someone else's cash to invest and i may have a different approach. risk management blah blah heard it and seen it all before. tlou need to set out their plan now without specific reliance on such an RfP. still up the reserves and sell the gas so this just appears to be a short term and rather poorly manged delay. if reserves increase then value increases. otherwise no gas no company

[wheniamfree] 18/2/2018 07:47

They would not be phased in the slightest that is long term money without a doubt.

Any II who backs any company will pour over it with analysts for weeks if not months and discuss in detail all areas and opinions and risks.

Those same risks will come with potential remediation steps to satisfy any outcome. Now if Tlou could not provide or the fund felt they inadequately addressed the potential risks they wouldn’t invest.

This scenario would have been played out amongst others in many a meeting.

[gunwharf2] 18/2/2018 00:15

Bang on the money with that email- explains last week.

If the Botswana Civil services Pensioners are staying in - so am I.

Back over 11p next week just on sentiment

[ernestsyngen] 18/2/2018 00:11

The above makes total sense and I expect an official response from the Ministry quickly.

This is the game changer to revers the share price back up next week IMO.

Imagine the rise if a deal is done!

[wheniamfree] 17/2/2018 23:56

From ChesterMikeB - Email from Colm.

“Hi all. I wanted to share an email conversation I've had with Colm Cloonan. After listening to the latest vox podcast I really wanted to hear an example of one of the compliance issues that prevented the RFP from continuing, because none were actually given in the interview. So I decided to email Colm directly to ask. I wasn't expecting a reply but to his credit he did respond to me with the following: "Dear xxxx. Thanks for your continued support. As an example, the tender asked the bidder to provide a Health & Safety Management plan for the project (which was submitted) and proof of Compliance with ISO 18001. However, a certificate confirming proof of compliance is only available once the project is in operation and the H&S Management plan can be assessed as operating at the required standard. Therefore, if this requirement is not removed from the tender document it will not be possible for Tlou to comply with all requirements under the RFP." I went on to ask if he minded if I shared the above info with this board and he replied with: "Feel free to share this information with others. It�s also worth noting that these issues were brought to the attention of the ministry months in advance of our submission so we are surprised that they have ended up as compliance issues. In any case we are very confident of getting one (and probably more than one) off-taker secured via the Government RFP and our other ongoing negotiations." I personally found the above information about the ISO compliance quite useful. It certainly fits with the idea that the tender document was not suitable given the two parties weren't in operation and that it needed to be amended. I also suppose that if the government had gone ahead and awarded the tender to Tlou for example, then this "compliance" issue could have been used as a possible point of appeal by the other party. So in some respects they probably had to cancel this version of the tender in order to rectify it. Either way I thought it might be useful to others and so figured I would share it. P.S. before I get accused of some kind of fake news nonsense, check my history and you'll see that I've been holding Tlou since 2016 and am not generally in the business of posting much, either ramp or deramp...but of course, DYOR... Cheers.”

[ernestsyngen] 17/2/2018 23:47

The wise invest when others worry - Fools invest when the Donkey eats his carrots.

[wheniamfree] 17/2/2018 23:33

The tick tock was in relation to other matters.

Are you certified to offer financial advice? Another one to the list.

You are on a roll.

[donkey40] 17/2/2018 23:28

And Guess what - someone has been bang on the money recently. And that person has not been Tidd.

[wheniamfree] 17/2/2018 23:16

Great “Scotts”! - I know right?

Tick tock.

[ernestsyngen] 17/2/2018 21:56

Lol at the Donkey - just showing his posts down the Pub.

Giving us all a right good laugh

[wheniamfree] 17/2/2018 20:57

Now that could be considered a threat.

Keep going, I’ve passed that on.

[mattjwhity] 17/2/2018 20:18

Be great if we all just ignored him...

[wheniamfree] 17/2/2018 17:36

I think I’ll go with the geoscience institute rather than this little liar.

Just to further add to the point, Tlou go to depths of 500m and do not frack.



“The geological expert said his organisation was certain that the earthquake which occurred 132 km from Moiyabana village in the Central District was not man-made as it took place 29km underground.
“People must know that it is a natural earthquake,” he said.”

Showing your true colours little donkey, oh karma karma karma.

Looking very good this end!

[knobbly] 17/2/2018 17:29

Difficult to comprehend why you keep feeding the ass. Is it a game?