Tlou Energy Share Discussion Threads

[wheniamfree] 07/4/2018 20:30

Blisters that Article is pretty much dictated by Minergy who of course are talking their own book.

Furthermore they are a coal exporter and will be listing on AIM this year from memory, I have heard of them before.

To state that CBM is dead because an exporter of coal on an AIM and BSE listed company comment on it sums you up precisely.

A bit like yesterday when you told us CBM was dead because it wasn’t mentioned at a coal logistic conference lol.

Bellend.

[donkey40] 07/4/2018 20:28

Blisters - agree that there in no actual need for them to allow CBM to develop. The question is though will they allow CBM to develop. I still think that they will but certainly they are not of a mind to fast track CBM into the energy mix.

Govt now trotting our the line that they are there to facilitate opportunities for the private sector, what remains to be seen is what, if any, incentives they will put in place for CBM Developers. Eg tax breaks as I believe was common in early days in US and Oz.

And the absolute future key yardstick to confirm the seriousness of their intent will be support mechanisms to the final PPA. I have always thought Tlou were on particularly weak ground with this given their first sit down negotiation for a PPA was only for their ‘up to 10MW’. That doesn’t put them in a strong position in the negotiation imo.

Amusing that the changes to the retender process would be informed ‘shortly’; - 2 months ago. I guess it’s another ‘news could drop at any time’ and ‘I wouldn’t like to be trying to buy after the news’ over-hype scenario. It will be good going if the RFP is submitted, reviewed and adjudicated before the end of the year. How much of the $7m will be left by then.

[satsuma1] 07/4/2018 20:27

I’m genuinely amazed you think that’s confirmation that TLOU are “toast”. That another company says they’re the way forward instead haha.

Have you ever seen an advert, blister? Ever notice how every product is the best at what they do according to the company that makes it?

Let me give you some advice, when an advert for a chocolate bar comes on next, don’t only ever buy that chocolate bar forever. There are others that may even be better, it’s just that their competitor wants you to buys theirs

[blisters] 07/4/2018 20:11

Here's an article published TODAY. It concerns BOTSWANA. It concerns COAL. It concerns POWER GENERATION. And it proves, yet again, that TOILET ENERGY is TOAST.

"“Coal is here to stay for the foreseeable future,” says Andre Boje, CEO of Minergy Limited. “There is high demand for coal in Southern Africa, and it is likely to remain the most affordable fuel for power generation in many developing and industrialized countries for decades.”

"The International Energy Agency forecasts that coal will remain among the largest single sources of electricity generation for another 30 years, with it currently accountable for 41% of global generation and 29% of all primary energy demand.

As a further testament to the high demand for coal in Southern Africa, in 2017 Botswana was listed as the highest ranking African country for investment attractiveness by the Fraser Institute of Mining."

Running alongside this is the small fact that there are estimated coal reserves of up to 200bn tonnes in Botswana. Needless to say, the country certainly has the resources to meet the growth in demand anticipated across Africa, which is where Minergy comes in to play.

Minergy is an emerging coal mining and trading company, based in Botswana, with the one true goal of becoming the supplier of choice to industrial customers and power utilities across Southern Africa."

NO NEED WHATSOEVER FOR CBM IN BOTSWANA. Here's the link:

hxxp://www.miningglobal.com/operations/coal-here-stay-botswana-drive-future-coal-power-demand

[wheniamfree] 07/4/2018 19:32

As is your comment hence why I need to repeat myself since you can’t quite grasp the facts. No hot air, all to the point and correct as opposed to speculation and theory as you consistently write.

As for the final paragraph, my point was in relation to your share count comment which by your own admission is flawed. Kenmare is revenue generative yes, however post consolidation has close to 22billion shares yet you comment at Tlou with around 325m, now do you see the irony in what you state? Little bit silly really.

[donkey40] 07/4/2018 18:27

100% regurgitation. All hot air, exactly what Tlou is at present and has only ever been this far. For how much longer ...

By all means, take a look at refinancing and share consolidation. It the case you quote, 3 years later and they are still struggling to get the market to accept, believe and then help create shareholder value. Keep the arguments balanced and rounded old boy!!

[wheniamfree] 07/4/2018 16:23

One last point, share count - you keep stating it lol. The fact of the matter is at this stage the share count is low, if you want a comparison let’s look at your beloved Kenmare with a revenue base and 109m shares in issue.
Let’s then multiply that by 200 since consolidation and debt for equity saw all holders wiped out.
Kenmare has 21bn 800mil at true count. See how your silly comments don’t make sense?

[wheniamfree] 07/4/2018 16:13

Ah donkey, is that your attempt to figure me out? Did you become a psychologist overnight? Perhaps I should advise you not to give your day job up just yet, quite off the mark let me assure you.

Now, I see your back on the revenue point again although I think we’ve covered this around 600 times during your two years of trolling. I’ll re-iterate for you, Tlou do not need to generate revenue for Growth and share price appreciation. Infact I’ve provided you with ample examples in the past, do I need to do so again? Furthermore, an offtake agreement regardless of whether revenue will be generated in 2 years, 5 years or 10 at government level will be as good as cash in the bank and can be forward projected into company valuations. Not grasped that basic principle yet I see?

As for institutional backing, generally small companies (certainly those sub £50m MCAP) will not gain interest of institutions based on their own fund based restrictions I.e certain progression paths must be met or levels of derisking, however yet again what you just wrote is factually incorrect given that African Alliance has taken up 6% of the company. That is a notable achievement and so yes makes your comment yet again to be misleading, Tlou are at development stage so to claim they are nowhere is quite naive and ignorant but then, what do I expect from someone who has trolled for two years and never recognised any positive developments with the company points.

Finally, i don’t mind correcting you/blisters. Infact I find it quite amusing because every comment or lie you make can be very easily proven wrong and by doing so you are inadvertently allowing for a bullish fact to be posted each time.

At least you are learning along the way too, why else do you keep coming back? Or are you seriously living out your self declared life dream of trying to annoy Tlou investors?

X

[donkey40] 07/4/2018 15:14

Whendy mate - I figured you out. You actually think you are the only person that posts correct things about Tlou. You are a black and white personality type and are unable to process that your view could possibly be wrong. And you are also not a great one when out in group social situation, since your personality is such that you are only happy when doing all the talking. As evidenced by your always lengthy posts thinking you need to solve all open ended questions or points.

And the best bit, you think you are an investment genius coz you bought Tlou at 4p. It was bag of bones then; it is no further forward now viz a vie generating cash flows or revenues and it spent over a year submitting a tender bid which has been delayed and will take rest of this year probably. So it is still a bag of bones now.

Meaningful revenues at least 3 years away; far too many shares issued for a pre-revenue company with goodness knows how many more to issue; no major institutional following says heaps about how it’s business prospects n strategy are viewed; and it’s PR campaign is orchestrated in the flakey world of social media. These are all valid aspects of investment decision making - you don’t see any of these coz you are blind spotted by either 4p entry level, the BS spewed by LSE here, or thinking coz somebody made money doing something similar before that it will be wee buns 3rd time of asking.

Take a look at yourself mate and challenge yourself is my advice. But don’t follow it coz I like you being simple and stupid.

[wheniamfree] 07/4/2018 12:49

Blisters, 30 staff? Lol.

Back to bed, I’m not even entertaining you on that one. You are clueless.

As for transfer for stock into ISA I’ve already given you an example you are wrong I’m afraid on all counts.

[blisters] 07/4/2018 12:22

You cannot Bed and ISA £40k into a new 2018/19 ISA which has a £20k limit. Simples. Now try addressing the 5 valid, pertinent, most recent and factual statements I made yesterday. In particular, the new President wants to address the high unemployment in Botswana and fix the energy problem. Does he a) Go with CBM for 100MW and about 30 jobs, or b) Go with COAL and a 600MW solution and thousands of jobs?? In my opinion, he will go for solution b) - what's your opinion Whendy?

[donkey40] 07/4/2018 10:28

Hmmm I might struggle with claiming Liartidd posts are cogent. Fun - yes/maybe. Gogent is a bit of a stretch ...

[wheniamfree] 07/4/2018 08:24

Donkey/Blisters, i read the posts on LSE sounds plausible to me and as per the RNS stating reserves upgrades it was also mentioned that Mamba and Lesedi contingent resources were also to be released later. Get your facts right again maybe?

I see no mention of Tidd saying they will come next week but if they do then great news. Just to add to that point, there is a difference between contingent resources and prospective resources. I’ve told you this before so what strata have posted will be very different to what Tlou do and there is inherent value attributed to contingent just as there is for reserves.

You still need to learn those points before you start posting and advising people that they are meaningless.

Lastly, I see your comments advising people on how to spend their ISA allowances. Again can you confirm if you are FCA regulated as I don’t believe you are.

Satsuma for reference, Blisters is actually donkeys “right hand” (literally speaking). They are one in the same, the name Blisters appeared following repetitive tugging off injuries over a few members on LSE they appear to stalk.

[wheniamfree] 07/4/2018 08:19

Yawn, on the contrary blisters the share price is up over 100% for those that bought at 4p also up around 30% since IPO so keep it real aye?

As for the ISA point, lol you really a clueless fool. If over the years an investor grows his ISA to the value £40k and makes a 50% return the value within his ISA is £60k. Since he holds stock of Company A within the ISA he decides he wishes to buy Company B whilst the price is low but he has no liquidity in the ISA so he buys outside of it and takes £40k of Company B but in turn puts himself open to CGT.
Now yesterday ISA allowance becomes available, the investor decides he wants to shelter his holding of Company B from CGT and move £40k into his ISA. He loads in his allowance of cash of £20k as per the terms agreed and sells £20k of Company A from his earlier 50% profits. He now has £40k cash in his ISA.
The investor rings his broker and asks for the stock of company B to moved into his ISA. The broker sells £40k of Company B and rebuys the same stock within the ISA at bid with minimal spread effectively transferring the stock within the ISA wrapper.
The prints appear within seconds of each other at bid price and that is what you see.

Now, who’s wrong?

Blisters the fact you can’t even work out basic principles of investing tells me you shouldn’t really be around advising people.

[blisters] 07/4/2018 00:32

"twoddle" and "gunna". A fool that cannot spell, quite the witless nonentity you are Satsuma. I am right on all points. I am correct on the ISA situation and I am right on TLOU Energy. I do not have the insight or knowledge of Donkey and I am always impressed with his impartial and insightful posts regarding the impending disaster that is Toilet Energy. LiarTidd is also perceptive in proving another cogent opinion on the situation in Botswana and his opinions should be valued by all current share holders and others considering placing their savings or pension funds into the care of the Gilby waster and destroyer of PI wealth.

[satsuma1] 06/4/2018 23:37

Blister so you realised you’re totally wrong so all you can do is try and mask it with a load mode twoddle? Not gunna apologise to wheniam since you were wrong?

[blisters] 06/4/2018 23:35

"Let’s also not forget Tlou still have the outstanding contingent resource upgrades for Mamba to come in from SRK." Says who? Whendy Tidd the Liar.

Lets check the most recent FACTS:

1. CEO of Botswana Power Corporation states future for all of Bots power needs are with COAL and RENEWABLES. No mention of CBM, not once but twice.

2. Shumba Energy progressing 600MW coal powered energy solution with full backing of the BPC and Botswana Government.

3. New President of Botswana wants to create jobs for unemployed Bots. CBM don't hack it. Big coal mine and big coal power station creates thousands of well paid jobs for Bots.

4. Gilby had a MOU with GE - outcome - nothing. Gilby had another MOU with GE - outcome nothing. Gilby has NEVER EVER taken a CBM gas project from Exploration to Production to Energy and Revenue.

5. Big hitters are dumping stock and no wonder. What's left Whendy, another reserves upgrade? well whoopy doo! No chance of anything else. SCREAMING SELL rec remains.

[donkey40] 06/4/2018 23:30

Donkey says - Don’t put your cash for IsA into Tlou. You have experienced how Africa can F with your mind etc. Buy for a punt, sure. But not into an ISA.

Africa don’t much care for backpack Aussies and, for sure, they don’t care about UK ISA.

Don’t go there !!!