Tlou Energy Share Discussion Threads

[money4me] 14/3/2018 12:11

well i don't know how much money they need or how try will raise it. debt needs servicing

[wheniamfree] 14/3/2018 11:57

Three words.

Debt based funding.

You again were told this before. In the mean time $7m in the bank so certainly no rush for cash.

[donkey40] 14/3/2018 11:36

1) Does Tlou have the money to monetize their gas assets in Botswana?

2) Do you think Tlou will ever have the money to monetise their gas assets in Botswana?

So far, all Tlou has done is spend cash trying to create a meaningful Offtake opportunity + increase Reserves numbers along the way. Both are needed if they are to have the opportunity to monetise the gas in their leases - even if they get a decent Offtake, gas extraction, surface collection and gas sales to a power station will cost considerably more than the $5-10m cash they currently have in bank. A lot more financing required if they have to build a power station and transmission lines to evacuate the power to market - but maybe they can on-sell this to a Partner for minimal free
Carry equity in the Downstream.

Hence Tlou at its leanest is only ever a gas extraction and gas sales company - not very exciting. And they have 12.5% royalty cost to Sekaname for all gas produced at well head - which all the clowns think is inconsequential.

Unless of course they monetise and sell the leases/reserves to a major player in that space.

They did it twice in their own back yard in Oz before - I honestly don’t see them repeating the trick in Africa. Or if they do, the price will be a fraction of what they achieved in Oz.

This is where I believe TG is disingenuous- but the cheerleaders are too naive to believe anything other than what Tony utters.

In short, a lot more cash that what they have on hand will be needed to monetise any meaningful Offtake. So more cash and more dilution ahead absolutely guaranteed, so profitability under further pressure and who knows when revenues first start being booked now.

In short, it is dying a slow death in all probability !

[money4me] 14/3/2018 10:58

i looked at their proposed work for 2018 so am happy to hold. there may be some more money needed though which is unlikely to help if it is equity based

[npwharf] 14/3/2018 09:52

Ginko3 - you're right, this BB is pointless now. Hopefully we'll get some news soon and then we'll have something useful to discuss rather than the pointless bickering.

I've filtered Donks, Liartidd etc but all I see are the people replying to the POS.

[ginko3] 14/3/2018 09:22

This board has become a complete waste of time; only stay on it for the chart.

[mgellie] 14/3/2018 07:46

I can think of three examples liartidd, blisters, donkey - oh no wait, that's just the same person - how sad is that!

[liartidd] 14/3/2018 07:40

Some people write absolute c@@p on here and aren't even funny.

[mgellie] 13/3/2018 22:31

Poor bloke (and his family) - he is mentally unstable, really starting to feel very sorry for him. Hope he gets some help soon

[mgellie] 13/3/2018 22:00

Blisters - do you hold any tlou stock?

[blisters] 13/3/2018 22:00

Looks like the FanBoys are ganging up on old Donks. Just because he is right and they are wrong. Hey Donks - I will ask you two questions:

1) Does Tlou have the money to monetize their gas assets in Botswana?

2) Do you think that Tlou will ever have the money to monetize their gas assets in Botswana?

The reason I ask you is that you have the intelligence and foresight to provide straight and accurate answers. The FanBoys, on the other hand, only deal in ephemeral FanBoy drivel.

Thanks in advance.

[mgellie] 13/3/2018 21:56

Yeah, that's exactly it. Weird eh?

[wheniamfree] 13/3/2018 21:49

I’m not sure he understands the question MGellie.

Keep trying he’ll get there - maybe.

[mgellie] 13/3/2018 21:44

Donkey - do you hold tlou shares? Third time of asking....

[donkey40] 13/3/2018 21:39

Brilliant - total tube Tidd is off and running again:
“Approaching £19m MCAP now net of cash. 420bcf of gas into reserve categories and a prospective 14TCF asset with production license and environmental approval coupled with a tier 1 bod. All walked down for a delay to ONE of MANY offtake opportunities. One RNS will flip this on its head, true valuation is so far north of here it could create a bagger off the turn.”

Back to pretending multi bag is back on the agenda. One of MANY offtakes - where oh where we all these supposed miracle saving Offtakes for the past 2+ years then?

I just love it, I really do. RFP goes up in smoke for the foreseeable future, and without missing a beat, TG and his spin artists straight away start the story of wondrous Offtakes as the way forward.

Pathetic pathetic pathetic - what were they doing the 5 months waiting for word on RFP. Nothing, not a sausage. And when push comes to shove, they bring out a lid of PR BS spin to bluff the idiots left holding their baby.

The same idiots that think Tony and team are still Sha-mazing. Honest you couldn’t make this all up !!

[donkey40] 13/3/2018 21:39

Brilliant - total tube Tidd is off and running again:
“Approaching £19m MCAP now net of cash. 420bcf of gas into reserve categories and a prospective 14TCF asset with production license and environmental approval coupled with a tier 1 bod. All walked down for a delay to ONE of MANY offtake opportunities. One RNS will flip this on its head, true valuation is so far north of here it could create a bagger off the turn.”

Back to pretending multi bag is back on the agenda. One of MANY offtakes - where oh where we all these supposed miracle saving Offtakes for the past 2+ years then?

I just love it, I really do. RFP goes up in smoke for the foreseeable future, and without missing a beat, TG and his spin artists straight away start the story of wondrous Offtakes as the way forward.

Pathetic pathetic pathetic - what were they doing the 5 months waiting for word on RFP. Nothing, not a sausage. And when push comes to shove, they bring out a lid of PR BS spin to bluff the idiots left holding their baby.

The same idiots that think Tony and team are still Sha-mazing. Honest you couldn’t make this all up !!

[mgellie] 13/3/2018 20:40

Why can't you answer a simple question?