Tlou Energy Share Discussion Threads

[money4me] 14/3/2018 16:45

please issue an RNS so they will at least have something else to bicker about

[wheniamfree] 14/3/2018 16:40

So no then.

You haven’t even give anything whatsoever in relation to Masisi, you post that you know so much that nobody thinks about - well elaborate the point and tell me what instead of being arrogant and assuming you know something nobody else does.

On the business model part - for nearly two years you told us all how flawed it is and how we are all wrong and yet here are examples showing exactly how what you say is wrong on all counts.

I’m asking you to counter my points raised - that is what discussion is right?

[donkey40] 14/3/2018 16:30

I have you my opinions. When and if I have more to add, I will do so as and when I please. Nobody is asking you to agree with my thoughts or opinions; equally few of us are bothered any more about the tripe you continually dredge up to try and support your ‘facts’. That you believe your messaging are based in ‘fact’ really does you no credit and shows just how stupid you are, have been and no doubt will continue to be.

Go give Tidd a call and ask for his help.

You are more repetitive than donkey in Shrek - are we there yet. Are we there yet.....

[wheniamfree] 14/3/2018 15:58

Are you going to answer the questions please and elaborate your points?

Doesn’t matter what the market thinks, fundamentals take time to build and sentiment takes a second to change.

[donkey40] 14/3/2018 15:51

You really are boring continually asking for facts when I clearly say I am expressing my opinion.

So given you are obsessed with telling me to state facts says you believe you only ever post facts. Which only reinforces (to me) just how stupid you are. Never ending circular argument.

Sadly for you, the market is agreeing with my opinions currently - sub7p and falling. Sorry - that is a fact.

[wheniamfree] 14/3/2018 15:29

Are these times facts or assumptions? There is a potential to expedite change and, for any industry they will wish to get the fine prints correct it will be the same for any new venture or first of its kind industry. The same was probably the same at the time of coal and will inevitably be the same for solar.

You are also ruling out the concept of a pre-pilot scheme with government.

As for export opportunity, the government would place a surcharge on wielding tariffs they are also obligated as a SAPP member to allow and facilitate meaningful export opportunities as well as import. It is not a one sided coin, what you are posting is not true. If that were the case then the SAPP would not exist would it?

Also you still haven’t elaborated on the questions around Masisi and government restructure nor commented on the ministerial position as of April 1st. Can you share factual concerns not your opinion?

Lastly I have spent the time to explain a business model to you which is applicable across all sectors and how a pre-revenue Company is developed. The points prove your negative spin on the business model of Tlou is faltered on each and every level. Do you care to explain the point?

[npwharf] 14/3/2018 15:17

Numerous examples of highly valued pre-revenue companies, across many sectors including O&G.

I'm sure IT knows that, it's just trying to wind you up.

[donkey40] 14/3/2018 15:17

RFP debrief RNS was 15th February - and still nothing on the re-tender process. More examples of Africa time or something deeper and more scary ?? I wish I knew.

You say you are here for the Long term
- fine and good luck to you. My caution would be that CBM will only get going in Botswana in any meaningful way if there are gas to power offtakes. And to me that means in reality a proper Offtake from the original RFP process.

All talk of other offtakes, and especially those saying they will sell into the SAPP is a pure smokescreen. They won’t happen unless the Govt are involved in CBM first up. The cost for Tlou to do it on their own is way too prohibitive for them - my opinion !

Govt / Ministry /PPADB - and they need to agree a revised tender document that this time, the shortlisted parties will be judged and awarded against. This could take 3-6 more months before even the revised tender documents are issued - and another 6 months to submit and another 3-6 months to adjudicate.

Sadly the route to market is easily a year plus away. And that is just the route - after that they got to execute and deliver. So at least 2 years minimum, probably more like 3 years to revenues.

All the while they will continue to burn cash - is TG still on 75% of his salary I wonder? They are no closer to the prize today than they were this day last year ....

[wheniamfree] 14/3/2018 15:04

As for knowing nothing about ARS it’s irelevant I’ve just summarised the entire model for you. The same model applied across many pre-revenue companies.

Npwharf the discussion was not to debate the confidence of offtake but more the clear contempt donkey portrays and total lack of understanding on how a pre-revenue Company can be valued on assets alone.

It is clear he does not know hence the example, there are countless others. Donkey can you advise on how all companies in multiple sectors advance and deliver based on the theory and picture you paint in Tlous?

[wheniamfree] 14/3/2018 15:00

Indonesia donkey, do you want some for Niger perhaps?

Botswana isn’t the basket case you portray whilst you may have been as well, my interpretation is very different to yours. Since it is ranked no 1 from an African FDI perspective amongst many other factors it certainly isn’t anything like you try and tell people.

As for gov change I am well aware hence the comment ref ministerial change, why don’t you elaborate on the Masisi point and FACTUAL concerns - I am all eyes and ears or, as usual will you not be able to answer and tell us all you don’t have time to explain?

Now is your chance but please do not presume I know nothing on this subject. Let’s see it?

[npwharf] 14/3/2018 14:40

agree on ARS, but I think the only difference is that at the moment the market is unsure of TLOU's route to market / ability to commercialise the assets.

We definitely don't need to be selling the gas before a significant re-rate could occur (or a potential buy out) but I think firmer plans to how TLOU will monitise the gas, cost of those plans and timeframes are needed here to kick start the share price

Given I'm long here, obviously I believe this will come, just a question of patience.

[donkey40] 14/3/2018 14:38

No idea on ARS, but might take a look. Do they operate in Botswana? What is their shareholder mix? Do they present their opportunity in a calm balanced way or do they orchestrate a media campaign to woo and induce retail punters? Presumably they are closer to real commercialisation so their story is easier to believe.

All you cheerleaders completely misunderstood the reality of on the ground activities in botswana, as well as over-inflating the contribution of Non-Exec directors and what you thought they could add to the party (so far, nothing).

And as I have said several times, everyone (except me it seems) has misunderstood the importance of regime change with Masisi stepping up in a couple of weeks. Sorry I can’t give you a link to back that up - so keep listening to the walking factual Wikipedia aka Whendy (who is clueless).

[wheniamfree] 14/3/2018 14:08

One thing to add, ARS also have no offtake so can you explain how that model is any different?

This is also the case for many other companies - would you like other examples?

[donkey40] 14/3/2018 14:04

Yup, and there ladies and gentlemen of the jury you have it.

[wheniamfree] 14/3/2018 14:04

All of what is posted is factual you post assumption and speculation. That is fine but you not only write it as gospel but you also don’t know what your talking about.

As for debt based funding, that would absolutely have the potential to be the only requirement. They fund the mid and downstream and they have cash for development of the field in the bank to cater on a staged approach as per the design plan.

They also have the ability to farm down or SPV the gas injection into a structured deal amongst others.

As for equity, equity placed with institution and spent to increase value of the field is called investment not dilution. If you raise £3m via equity and use it to upvalue an asset by £30m that is wise and grows the company base. It only becomes dilution if the funds are used just to pay salaries and bills like most aim companies do. Please show me the case of that here as so far each raise has generated an increase of value to the company.

Again I refer you to ARS by your logic they are worthless however JPM took an 8% equity stake on a placing of a prerevenue Company based on its assets whilst it works its feasability study. It will then require financing well before it goes into production for the plant and equipment.

Yesterday it raised a further £7m again with institutions to increase its stake into one asset by a further 40% whilst still exploring it and proving a resource. Still pre-revenue yet the company is now valued over £100m.

This rose from sub £10m.

So yes you have no idea what your talking about.

[donkey40] 14/3/2018 13:50

What where you saying recently about my wife, children and family again Buzz?
But yes, finally I agree with one of your posts.

[donkey40] 14/3/2018 13:27

Actually, as of right now, there are Zero options on the table. Just lots of hot air, mostly squeezing out Whendy ass.

[donkey40] 14/3/2018 13:26

TG said there was no need for further dilution 6 months before diving in to take immediate advantage of share price increase last Oct/Nov. so clearly he says one thing, does another especially when it comes to pulling in cash from Mug shareholders.

It is laughable that the cheerleaders think all future capital commitments will be covered by project finance funding. Another example of them being blind spotted by the utterances of the guru TG. If Tlou want decent equity participation in any of the Upstream or Downstream projects, they will have to dip their hands in their pockets, again and again.

And lastly, another classic attempted put down on someone being critical:

“Why would you want to invest in a stock that you clearly dispise and don't understand ?”

The only people who know anything on tlou are the chosen few. Chosen few muppets that is.....

[wheniamfree] 14/3/2018 13:04

Npwharf that option has also been discussed yes along with SPV options to contribute proven gas reserves based on the value of X to earn in for upstream/midstream.

There are plenty of options on the table.

[npwharf] 14/3/2018 12:53

Given TG has stated he wishes to avoid further dilution, my guess would be they'll look to farm out some of the license area. That's why the more than can prove up, the cheaper the cost of capital becomes.

[wheniamfree] 14/3/2018 12:35

money4me precisely and thus with offtake and development comes revenue hence debt based.

The multiple account posters are telling all and sundry there is no offtake or no chance of one.

Interesting assumption given the RFP still stands and is just delayed as do multiple other offtake routes.

[wheniamfree] 14/3/2018 12:31

Isn’t the new energy minister pro CBM?

I believe so.

Stick to one account donkey/blisters.