Tlou Energy Share Discussion Threads

[wheniamfree] 14/3/2018 21:26

Capex for a coal based startup is excessive.
As donkey quite rightly points out, lending toward coal is diminishing.
The new age of cleaner energy is upon us. Whilst that will take time to introduce and migrate there will be a period of technological advancement needed on storage fronts and efficiencies.
For now renewables will remain as a portion of the mix whilst coal is gradually phased out.
Gas will form the fresh base for what was once coal.
It is the case the world over, transition from gas to coal is the natural order and Africa will follow suit but with contributions of solar/hydro/thermal etc. into the mix.

[donkey40] 14/3/2018 21:18

As for coal, it is far from the end of the road for coal burning power stations. But they will increasingly get squeezed as commercial and development funding really wants to invest in clean, green and renewables. Not nasty dirty old CO2 producing coal plants - there is the challenge for coal imo.

[wheniamfree] 14/3/2018 21:11

Ftang, I’m speculating on the point that there are a higher majority of people who are right handed as opposed to left or ambidextrous.

As such, perhaps donkey is the left hand whilst blisters is the right?

[wheniamfree] 14/3/2018 21:09

Blisters found an article on coal, does that mean renewables are canned to now then?

Lol.

[wheniamfree] 14/3/2018 21:01

Blisters who is employed exactly are you posting libellous statements that the company are running a Boiler room outfit?

As for Morupole, have you seen the import statistics For Botswana? Surely if they were running a surplus and not a deficit they would be exporting not importing.

Furthermore, just because somebody doesn’t say something does not mean it is not happening.

As for sales of 100k plus, on the flip side over the last few days there are buys to the tune of 160k plus. If I was selling my position down you would probably imply I was some kind of II exiting. PIs can have sizeable positions and can and will sell for various reasons including those unrelated to a stock.

I see companies moving into a major revenue stream that are fundamentally undervalued and are pulling in 50% of their MCAP in free cash flow per annum and you will get positions sold down, does that mean there is an issue? No.

Your putting 2 and 2 together and coming up with 9. No matter how you tout it, you have no idea what your talking about and your assumptions are just that, assumption.

[blisters] 14/3/2018 20:45

Agreed Donkey, However, why did the good Minister in charge of the future energy strategies of Botswana emphasize the "self-sufficiency" of Botswana's electricity situation and make no mention whatsoever of CBM or solar for that matter? It is clear to me that CBM, at best, is on the back bunsen burner for many, many months to come. I believe that this factual story with the change of President has kyboshed Tlou and that is why someone (the first of many) are unloading hundreds of thousands of Tlou stock and that WhenIamSectioned/Tidd/BuzzyBoy/Sats and all the other zoomers are employed to sucker in new pi's to lose their hard earned savings and pensions in this total dud whilst the smart money exits stage left. Oh yes, I am the Kenner, Kenmore, John Curtice, Percy Jackson and Shergar.

[donkey40] 14/3/2018 20:31

Blisters - Morupule is an unmitigated disaster and they will need to spend $1 billion plus to fix. Hence why the Chinese are not welcome in Bots much these days.

Global opinion means Bots will have to diversify away from coal powered plants, but they will of course take their own good time to move in that direction.

If only the platinum mines in S Africa would power up again and create a much more serious inability for S africa to sell power, then we could get gas and renewables really moving.

[blisters] 14/3/2018 20:15

"On Tuesday, Minerals, Green Technology and Energy Resources minister, Sadique Kebonang told Parliament that Morupule A would be back in full operation in June, contributing 116MW to the national grid. The amount equals about 22% of current national demand."

"Kebonang said with Morupule A’s contribution, the country was safely secure in electricity self-sufficiency. Current demand of 520MW is being met by 892MW of capacity, which includes Morupule A, Morupule B as well as the Orapa and Matshelagabedi diesel peaking plants."

MMEGI ONLINE 09/03/2018

Now who needs CBM? Nobody! And Mr 100/200k seller knows it. Poor FanBoys gonna get a whole lot poorer. Skint even.

[donkey40] 14/3/2018 20:07

Good man - you are showing your class yet again today. What were people saying about the BB being applied by oinks?!

Spot the chief oink.

[donkey40] 14/3/2018 19:37

The only people saying I have multiple accounts on advfn is Whendy and Buzz, with a couple of their wannabe cheerleaders chirping in repeating the same since obviously they ‘want to be in my gang’ followers.

Liartidd reminds me of Thekenner;
Blisters - no idea who he is or was on LSE but he should speak up more there;

Those of you thinking I am either or both of the above really do need to take the dust of your stylus !! Just repeating it isn’t going to make it any right .....

[wheniamfree] 14/3/2018 18:51

Leave the split personality donkey, discussion was fine just drop the blisters act.

Secondly 100k/200k sells? Possibly a PI, nothing sinister there tbh if I was selling my position down that’s how I’d generally expect it to be worked.

Circumstances change as does appetite and risk? I’d have hoped you would have realised that.

[blisters] 14/3/2018 18:45

"They can only sell once."

Not if they have, say, 7,000,000 shares to sell. Today seven 100k and one 200k sells. That's 900k sells today alone. Look's like a big hitter is dumping Tlou stock. Will it continue over the coming days? I think it will and the share price will drift and drift. Donkey is right, the new Government in Bots will set this project back for months to come and the sensible investors are leaving en masse. The FanBoys will remain and persist with their ramping drivel like: "they can only sell once."

[wheniamfree] 14/3/2018 18:37

“One thing for sure - despite whatever was all said by Ministry and Govt before about support for CBM, by virtue of them taking a look under the re-tender process, something and/or someone has changed in Govt and Ministry re the previous thinking for CBM.“

Is the only thing I would challenge. That is a possibility or, BERA tightened up on the compliance portion and made it as a fixed point. Given it is a new industry and no documentation has ever been issued previously, this needs to be adhered to chapter and verse and documentation is to be amended as per comms.

[wheniamfree] 14/3/2018 18:34

Donkey not a bad response, I have no issue with that.

What stands out is the fact you acknowledge that the points above are an unknown and could be disruptive or then again could be positive. That is absolutely fine. That is not what you portray in previous messages as you assume nobody considers various points and that the shakeup is likely to have an adverse reaction which you have established is now not your thought pattern because ultimately you do not know.

I can’t argue around Khama one thing he was tasked with is the diversification away of a sole dependency on diamond export, he has not. The logical move is an expansion to Mines and metals such as copper and with copper prices increasing these are certainly now becoming more advantageous and cost effective.

With Mines comes a demand for power, on top of what is already a shortfall that demand has to be met from somewhere. The other point that is well known is that in terms of export and diversification Botswana are also strongly looking to use energy as a means of strong income. Their locality and abundance of resource via coal, gas and of course offset with solar plus their centralised location and proximity to demand via neighbouring countries makes this a very strong possibility and, under Masisi I see this extremely likely.

[mr.oz] 14/3/2018 18:27

Npwharf, agree.
Strategic planning for monitising the assets needs more clarity. That makes two of us who see that as a priority and, for me, is why the share price is where it is
( saw your post amongst the dross)

[donkey40] 14/3/2018 18:19

Masisi - I have no idea whether Masisi regime will ultimately be the saviour or the death knell of CBM in Botswana for simple reason, this is an event to take place in the future.

I posted that regime change is an important event. Why? Coz the regime under Khama for 8 years has been a non-event for CBM (largely false starts and false promises) and more specifically, coz the economy has tanked over the years of his stewardship. He has been nothing short of a disaster for the people of Botswana, and also the BDP.

So Masisi is their great new hope for the party - and since I don’t believe in coincidences, it seems to me there is likely a reason behind the RFP delay so that new regime can decide are they really going to be supportive in getting CBM going in Botswana or is it something they are not sure of and therefore are going to take an even longer harder look.

One thing for sure - despite whatever was all said by Ministry and Govt before about support for CBM, by virtue of them taking a look under the re-tender process, something and/or someone has changed in Govt and Ministry re the previous thinking for CBM.

I don’t think that is too outrageous a thought process to consider. Can I support it - no. That is why I said it was my opinion. I don’t intend to keep giving you chapter and verse as to my thinking behind posts. You can either learn to think independently or just keep showing your inability for independent thought. Up to you my boy

[donkey40] 14/3/2018 18:09

More loose stock shifted - they can only sell once.

Well I suppose if all you wear are rose tinted glasses, that is the sort of interpretation one comes up with.

[wheniamfree] 14/3/2018 16:47

Given I have corrected you on countless occasions, from Talon/Saber involvements to business models/funding arrangements as well as BOD stakeholdings etc. If I am stupid, I’d hate to think what that makes you?

Now please, here is your big chance again.