Tlou Energy Share Discussion Threads

[wheniamfree] 15/3/2018 22:02

I think you have totally misunderstood the point TG was making. Perhaps if I clarify, Tlou are undeniably the most advanced with CBM in Botswana that is unquestionable. I won’t list why because I’m sure we all know the reasons and Sekaname being a private entity will not be able to hide the fact they do not have reserves or relevant approvals in place that will easily be obtainable for confirmation.
The point around solar being advanced was taken in the context that they are at an advanced stage of progression with the project being a potential for hybrid. If somebody asked me how my house build was coming along and I said it was at advanced stage it merely is in reference to my project and it being close to completion NOT that it is the only house in the road or that it’s the only house of its type.

I really don’t care what Sekaname are doing. In regards CBM they are years behind we discussed this the other week and I stood by the calculation of a minimum of 3 years and why I believed it to be so. Sekaname could be equal stage to Tlou and it wouldn’t matter, the market will be plenty big enough for multiple parties. If strata push on and close the gap if anything that will help matters for the industry but it won’t hinder Tlou. The market is large enough for multiple players and even TG welcomed them. Nobody is pretending Tlou will be the only ones, only you.

[donkey40] 15/3/2018 21:35

The point is simply this - there are 2 parties shortlisted for the CBM 100MW RFP. And the other party is well advanced down the track with their solar capability. We started to hear Tlou talking about solar opportunities (not their capability) given the RFP delay. Yet the other guys have been delivering solar for a while (I won’t speculate how long).

Now if you can’t figure it out, more fool you.

Let me give you a clue. Sekaname were the voice of CBM in Botswana years ago, and long before Tlou even pitched up. And whilst Tlou have been spinning the media charm about CBM in Botswana, the opposition were keeping busy delivering something in solar.

It’s a one horse race blah blah blah.

I did suggest earlier some of you pay attention to others that don’t hold the cheerleader view. I repeat that suggestion !!

[wheniamfree] 15/3/2018 21:21

“Spinning US this yarn”. - whos US donkey? You don’t hold stock so why do you care?

As for Solar, there is plenty of small scale solar in Bots nobody has said there isn’t? That isn’t news to me nor I would imagine to the board either, not sure on the point of your comment in all honesty?


Im not sure you were in the meeting rooms so you have no reason to claim the bod are being disingenuous on their statement but for your own self satisfaction. They haven’t mislead investors to date and delivered on all aspects so no reason to assume they aren’t stating anything but the truth.

First power has always been stated at 2019 so what is any different? Looks to me like the date is still absolutely a potential if the fast track RFP or offtake is concluded.

Donkey give it a rest and let the team deliver. You give zero credit to anybody but yourself - it’s boring pal.

[donkey40] 15/3/2018 21:00

I just listened that video again - completely contradictory as well as full of innuendo.

Contradictory - power approval to take up to a year, then shareholders look forward to get connected to grid. So that is a Long way off, but GG was trying to make it seem imminent.

Innuendo - the reference to solar and the problems the 100MW RFP has also apparently hit. Tlou have nothing thus far in solar - absolutely nothing - so why is he making it seem like they have some sort of advanced capability. They don’t - totally disingenuous Mr Gilby. And verging on being inappropriate.

BS media spin - we have been here for a week and half and are working very hard. Well bully for you old boy, shareholders expect you to be working hard, so not sure why you are spinning us this yarn.

Reminding key stakeholders we are the most advanced blah blah - you know, you keep repeating this BS so much now I actually am starting to think this is a smokescreen. For starters, I know for fact (yes Whendy - for fact) that Scales Associates have delivered a number of small scale solar projects in Botswana. If you don’t believe me, call their office and ask them - Boss is a guy called Cunliffe, so ask for him and ask what they have done this far.

2 parties are short listed for RFP -
With so much effort by TG to convince people Tlou are so far advanced, I am starting to smell a major rat here. Worthy of further investigation.

And as I said, GG was desperately unconvincing in that Skype snippet.

[donkey40] 15/3/2018 20:42

Come on Blister - man up !!

[mr.oz] 15/3/2018 20:02

Very pleasing to hear there is no doubt from TG, downstream progress is of an equally high priority to rebuild the share price and business.
It's not all about the resource, it's about both.

[wheniamfree] 15/3/2018 16:38

As stated, fundamentals are the same and remain strong.

Sentiment will turn on a sixpence. Unless you are a momentum trader it’s the story along with the strength of the company assets and the calibre of the board that matter.

All of those points are quality with Tlou and with an asset base valued around 250% higher than current MCAP there is an awful lot of upside to be realised in the near term.

[maverick247] 15/3/2018 16:23

Just bought in 250k too cheap down here

[satsuma1] 15/3/2018 16:03

I'll guess he'll have said the sellers know something bad is up BUT the buyers will simply be called foolish

[wheniamfree] 15/3/2018 16:02

Or the 250k just in

[satsuma1] 15/3/2018 15:55

I do hope Blister will be fair and comment on the multiple 100k buys today

[wheniamfree] 15/3/2018 15:53

Donkey give it a rest your stressing yourself out for nothing.

It’s extremely likely Tlou will be contributing to the energy mix going forward even from a greener perspective the government need to diversify.

Read the extracts I gave you yesterday. A huge reserve base indigenous to country with a potential of job creation, cost saving and lower emissions will not be left behind.

World is changing, money is moving towards cleaner commodities you said so yourself

[donkey40] 15/3/2018 15:31

Also - ‘we are key project’

Well it is a damned funny way to prove the 100MW is a key project. One year wasted on a key project FFS. Such a total contradiction.

GG was absolutely dreadful in that interview. Bumbling and blethering. As I said before, dead man walking

[donkey40] 15/3/2018 14:51

‘We took environmental people out to site and they were excited. They expected to see holes in the ground.’

‘We are working very hard to keep key stakeholders informed.’

Well if they are not already informed, where were they previously. This is classic TG /Tlou spinning low level spin to the retail masses. There is absolutely nothing new in the interview, still weeks away from even knowing what is required on resubmission.

Everybody entitled to their own interpretation of the narrative - this really was shocking. Nothing, absolutely nothing of substance or real progress. Nothing more than attempted shareholder reassurance

[wheniamfree] 15/3/2018 14:24

A company with people on the ground and engaging stakeholders is the way things are meant to be done.

Someone who draws a salary and rolls over won’t ever get anywhere. That’s what the majority of AIM companies do and why with TLOU and your tarring of the same brush your mistaken.

[wheniamfree] 15/3/2018 14:23

By default you are wishing it on everyone else donkey, you do realise that?

That was a very good interview, doesn’t appear that they are doing harm given what’s stated. The RFP likely to being just weeks away shows an expedited process.

They have seen the bulk so if the documents are amended as expected then the bulk of the review has already been done.

[donkey40] 15/3/2018 14:01

OMG - what a complete load of tosh!! Who does he honestly think he is kidding here. Reminding everybody - oh really, how could we ever forget as you shove it down everybody’s throat at every opportunity. And staying close to the new administration - who have not formally started and are not settled in, and they have to listen to your drivel....

You are likely doing more harm than good, you idiot !!