Tlou Energy Share Discussion Threads

[wheniamfree] 31/3/2018 11:33

Donkey I am not sure anyone disagrees with the timing of expanding electrification of Botswana taking time. If it take some 2-3 years or longer that is absolutely fine, the motions are already beginning;



The reason for the above is to displace diesel gen sets and import needs and thus will mean the shortfall will then have to be carried via internal generation. From what? The demand for power is evident and the strategic move above will add pressure to the generation requirements even more.

Tlou gaining an offtake of any form can be sat on for years if they so wish, it will effectively be a guarantee of future revenue. In the mean time an expanding reserve base of gas will make it difficult to ignore, if Tlou keep expanding reserves then it is unthinkable to assume it will remain in ground.

As for your point on the PPADB I am not sure what you are trying to prove? The article shows attempts by parties making false submissions and being rejected. If anything that just confirms all the more the credibility of the board.
Your attempt to deramp just fell flat on its face.

[liartidd] 31/3/2018 11:21

Liartidd (lse) is a lieing lowlife bullie storyteller ramping backstabbing rat bag. Apart from that I think he's OK. Oh have I missed anything out about him Donk?

[donkey40] 31/3/2018 11:08

And looks like giving him exit shares is all the rage.

Out of all the articles posted, the one bothering me most is him positioning himself and family members in Botswana business. I suppose it is to be expected.

So Masisi will likely need to be cautious whilst he settles in to his position, bringing his own proper approach and personality if he wins the All party elections next October (not July).

It is still a small economy in a large country making management of resources and budgets more difficult than ordinarily is the case.

Energy and greater electrification of the country is an important step - of course it is - but it will take a lot of time. And not the quick fix implementation Tidd and other ramping posters would have gullible retail Mug punters here believe.

When we agree on this, maybe I will cease hostilities.

[donkey40] 31/3/2018 10:46

The RFP is being managed by PPADB. Lucky us.

[donkey40] 31/3/2018 10:45

Lots happening then

[donkey40] 31/3/2018 10:44

Family dynasty feathering the nest - let us hope not.

[wheniamfree] 31/3/2018 10:37

At least the link was posted, not sure why that should concern anyone at all.

All reads very well in actual fact. It looks like things are about to get done, job creation, foreign direct investment movements, diversification away from gem and tourism (energy the most likely of all).

Poor spending decisions, you mean like paying for diesel and import when they have a raft of supply in country namely gas?

Massisi will run the country with the tables turned to keep Khama involved at arms length on specific points, of which it will be established. Also likely a change at ministerial level which could indeed bode well for the various sectors

[donkey40] 31/3/2018 09:48

The bits of the article Tidd didn’t post:

“It will be essential to re-establish much better public-finance discipline,” Jefferis said. “The quality of public financial management has deteriorated over many years, with poor spending decisions and an increasing level of waste and inefficiency.”

“While the party’s share of the vote slid to the lowest level since it took power in the last elections in 2014 amid voter disenchantment over the quality of state services and a lack of jobs, it’s still expected to retain its majority.”

Khama is likely to continue wielding influence after he steps down, according to Sesa.
“Khama appointed Masisi his deputy and trusts him completely,” Sesa said. “They both have made statements indicating that there has been joint planning for Khama’s retirement. I expect to see Masisi award Khama some type of national assignment once he is retired. There’s clearly mutual understanding there about working together.”

The last sentence should concern everyone !!!

[wheniamfree] 31/3/2018 09:23

Liar stop lying.

One article was from bloomberg and it appears the other is a quote from an earlier post of chessmen.

What do you offer other than obsessing over Tidd?

[liartidd] 31/3/2018 07:41

Liartidd (lse) he's just written a pile of cr@p. Why don't you just leave the share alone. You know nothing about the share it's just lies, false news.

[donkey40] 30/3/2018 10:20

Actually mate I think you and Buzz are the morons that have ruined the board. But that’s just my opinion.

You don’t seem to have such an exciting life yourself; must be difficult trying to remove all those baited hooks stuck well down your gullet. So easy !

[wheniamfree] 30/3/2018 09:13

Actually, to help animals who are less fortunate.

A damn site more rewarding than you will ever realise since you are too busy with your self declaration of “annoying Tlou investors”.

[donkey40] 30/3/2018 08:21

And your lifetime work is what .......?

Every time I post, backnyou cone with a book in defence of .....

[wheniamfree] 30/3/2018 06:43

Who are you trying to kid? You posted it as a negative.

EIA for upstream is complete as I have explained to you four times you just don’t understand it, that’s your problem - not mine, not Tlous nor anybody else’s for that matter.

Mining license is awarded per designated block. Why would the government offer permit areas that have defined boundaries and then say “oh you can only mine 30% of it and you need to draw it up” but you can explore on the other 70%. Doesn’t make sense, who would keep track of such markups within an already define boundary? Secondly how would any other operator bid for 70% of the block?

It’s in the RNS and the mining license is defined as per the terms of the award are you seriously going to post here that you know more than both Tlou and the government? A bit like you knew more than a 30 year business who conducted the CPR by a qualified technician? You, the same person who actually has to have everything explained to him including what a seismic survey is used for?

“I don’t lie” says donkey. - whatever you say.

Very sad, very bitter and very twisted. Your life work is ruining your life, take a break and stop acting like a bellend.

[wheniamfree] 29/3/2018 19:38

Pathetic.

Donkey why not share the full article instead of copying and pasting select parts, furthermore this is in relation to South Africa and around Eskom exports nothing to do with Bots. It is about as relevant as France making a decision around renewable power producers to U.K.

Link is below;



“The North Gauteng High Court on Thursday ruled against the National Union of Metalworkers of South Africa (Numsa) and civic group Transform RSA’s urgent application to stop State-owned Eskom from signing contracts with private renewable energy projects.

Numsa had asked the court to block the signing of 27 power purchase agreements (PPAs) with independent power producers (IPPs) until the court heard an application by the Coal Transporters’ Forum, which argues that a switch to renewable energy from coal-fired electricity will lead to job losses in linked sectors.

However, the court ruled that the application was not urgent and that it should be set aside.

South African Wind Energy Association (SAWEA) CEO Brenda Martin said that it was the organisation’s understanding that there was nothing in the law now preventing the signing of the PPAs.“

[donkey40] 29/3/2018 18:52

Renewable energy progress for IPPs in S Africa - the way forward but still years away from happening:

“On March 13, the Department of Energy refrained from overseeing the signing of PPAs for 27 projects that were procured under the Renewable Energy Independent Power Producer Procurement Programme in 2015, owing to the legal challenge.

The projects are anticipated to start supplying electricity into the grid about three years after the PPAs are signed, once power plants have been constructed and connected to the transmission system.

“Significant changes can occur in that time, as evidenced by South Africa’s past experience of load shedding. There is no reason to assume that the current surplus will still exist when the projects begin supplying electricity,” Martin said.

The two-year delays have had a crippling effect on IPPs, which are incurring ongoing costs in excess of R2.2-million a month, she noted.”

[wheniamfree] 29/3/2018 16:05

Donkey I’ve just read the above post and there are COUNTLESS faults with it.

You really are out of your depth, you’re raising points that aren’t even valid or of concern.

You are actually embarrassing yourself.

[wheniamfree] 29/3/2018 15:55

Donkey, who are you talking to? Tidd isn’t here.

Selena Gomez - do you want to go for a drink?

Effectively doing the same aren’t I..

[wheniamfree] 29/3/2018 14:32

You post rubbish.

By the way they already are at development stage, just correcting you AGAIN

[donkey40] 29/3/2018 13:31

JTD - I am here for you pal. No further RNS about the retender process. For heavens sake man, this company puts an RNS out at any opportunity, to keep their media campaign alive and kicking, so I suspect we would get one if they had been invited to pop along to Ministry to discuss the retender approach.
With TG spending time there - the mainstream school of thought will be Tony will whoo the Govt and Ministry folks to his way of thinking. The non-mainstream could be thinking Get this Aussie fool out of our offices, who does he think he is telling us how to run our tender process.
Shame for Tlou though - an exploration company that is really struggling to make the step to development company. Where the big bucks are needed to be invested in commercial projects. Micky Mouse Offtakes just wont attract the majors in the funding market.
Of course the mainstream thinking is better to go slowly and be less risky. Yeah sure - and after having waited years for the opportunity, then take years more to deliver a project.
If you follow my logic in presenting alternate ways of looking at Tlou, you will be a Long way to understanding why I post here.
And if you don’t, then yes, to you I will simply talk rubbish.

[wheniamfree] 29/3/2018 11:45

Donkey I think that was more an example not the be all and end all.

Furthermore the points were raised on the submission of the RFP as announced.

Back to the revenue yawn again, what part of “the company doesn’t need to generate a cent” don’t you understand? How many times have we stated the same thing?

Yet here you are yet again repeating old points, broken record yawn.