Tlou Energy Share Discussion Threads

[satsuma1] 03/5/2018 10:21

JKX what an embarrassingly desperate post

[jkx_rerate_is_on] 03/5/2018 09:24

JKX - Has been over 500p... Currently in 30p range..

Almost 10,000 boepd
40m mkt cap
Low cost drilling to increase production
Cash flow positive
Ukranie now one of the best places in the world to drill based on new regulations
Shares rerating after a very poor few years, now at 52 week high
Very little free float avaliable. Circa 80% held by institutions.
Rerate to 50p area now in progress.
Rumours on LSE that "finch" are buying in.
Up 3% already today.

[jkx_rerate_is_on] 03/5/2018 09:24

JKX - Has been over 500p... Currently in 30p range..

Almost 10,000 boepd
40m mkt cap
Low cost drilling to increase production
Cash flow positive
Ukranie now one of the best places in the world to drill based on new regulations
Shares rerating after a very poor few years, now at 52 week high
Very little free float avaliable. Circa 80% held by institutions.
Rerate to 50p area now in progress.
Rumours on LSE that "finch" are buying in.
Up 3% already today.

[donkey40] 03/5/2018 09:23

They are off again - from 1 or 2 of the many opportunities ...

Personal opinion - whilst they may somehow conjour up an Offtake announcement from somewhere, the real work to fulfill the feedstock supply side will not start until there is clarity on the 100MW RFP retender. All else until the RFP is resolved is pure noise ! Of that I am prepared bet a considerable sum of $$$

[satsuma1] 02/5/2018 19:48

You were the one saying his views were as valid as a response to my criticism of him so...

[donkey40] 02/5/2018 19:32

I think we are all smart enough to realise that....

[satsuma1] 02/5/2018 16:26

Well claiming no share holders would sell isn't an opinion, it's just a lie

[donkey40] 02/5/2018 16:12

Guys, his views are no less relevant or meaningful that those that can only post blue sky ahead yada yada.

Reality is the hype of 2017 has not materialised 4 months into 2018. The path to success in 2017 is no different to the path in 2018, so whilst you all had your day basking in the warm glow of 2017 expectation, I think you should be somewhat more circumspect of those whose opportunity it is now to allow the sunshine to warm their tummies. Swings and roundabouts ....

[satsuma1] 02/5/2018 14:44

Precisely, ifthecapfits. Along with nonsense sentences like "Still, I see that no one single holder of TLOU shares would sell if offered 14p per share right now.". Has Blister done a survey or something? or is he taking a comment by one or two holders and is then applying it to everyone?

[ifthecapfits] 02/5/2018 14:37

and it is spin. You could equally say that share price has more than doubled since early 2016. Lies, damn lies & statistics.

[satsuma1] 02/5/2018 14:35

so to conclude - you're only interested in spinning things negatively.

[blisters] 02/5/2018 14:25

Yes, share price now back to where it was on the 11th April, and still down 42.37% over the past 3 months. TLOU fanboys think that is a good performance? Sad. Still, I see that no one single holder of TLOU shares would sell if offered 14p per share right now. Must have some kind of masochistic personal wealth death wish. Here's a tip. Sell all of your TLOU shares today, then, if you can, book a weekend in Vegas and blow the lot. At least you will have 3 days of fun. Ha Ha Ha.

[satsuma1] 02/5/2018 13:59

No Blister today to say "investors wising up and buying in" on a blue day? Or just negative spin on a red day?

[donkey40] 30/4/2018 08:19

That is what the other partners are there for. Having said that, much was previously made or inferred with having a GE MOU but plan is to use someone else for gen sets. IPC don’t seem to have added much that I can see or tell - happy to be corrected. SRK - well they are doing their job on reserves assessment. It seems though the market wants something else other than just issuing bigger and bigger proven and probable reserves numbers or % increases. Like perhaps visibility on levels of sustained gas flows and composition %s. But we will be told that is confidential - Er, why is that again ?
But you mention business management systems - are you implying the lack of these was reason for tender non-compliance?

[mr.oz] 29/4/2018 17:04

TG and team didn't promote a strategy for downstream and that imv was apparent in their tender offer ; not enough thought to businesses management systems
Are they the right team?

[donkey40] 29/4/2018 15:35

Tony Gilby has a track record of proving Reserves exist and selling them on IN AUSTRALIA. Those of you hanging your hat on my last sentence whilst ignoring the last part in capitals then really don’t have much handle of the true risk profile facing Tlou Energy.

[blomers] 29/4/2018 15:18

Tony Gilby has a track record of confirming reserves and then selling on. I'd be happy if we develop power production as it will give greater long term value, but I'd also be happy selling on for smaller but earlier gain.

The government wouldn't invite tenders for CBM power generation if they only wanted coal and renewable. The obsessive focus on a few words of a speech taken out of context by those with a clear agenda is laughable. You should go and work for Trump as you have the same mentality.

[billyboychrisd] 29/4/2018 10:05

Badly!! I don't imagine Tony Gilby intends to sell this for 14p, it was sat at 16p not long ago. Sure, Tony wants to sell this eventually but I would have thought his target price is well beyond 100p.I'm not ramping, this share has got a while to go before we get there (or not!), but there's no point in Mr Gilby putting in this amount of time and effort for 14p per share.From an optimists point of view, we are sat at a very attractive entry point for any new investor. We have the backing of the government, local funds and sit in the most stable African country (imo). Huge reserves, probably more on the way, and multiple routes into the market being tested. Nothing is certain, but this share currently looks enticing to me at this price. Yes I am a significant holder, have been since 4p, and will be for much longer. DYOR.

[blisters] 27/4/2018 19:37

I see the fanboys are talking up TLOU as a possible Take Over target. I don't know how that would work for a company with no revenue, no signed contracts to achieve revenues, no clearly identified firm plan to acheive signed contracts to achieve revenues, but - so what - its Friday, so.... I was wondering, in the most hypothetical sense, if some entity came along and offered to take over TLOU for 14p per share, no strings attached - would you (all readers on the this board and holders) take it?

[npwharf] 26/4/2018 15:59

Think I need to go home and lay in a cold bath. Not only did I like a tweet from Diane Abbott today (fairly unusual for me, to say the least) but I actually agree with Donkey regarding the Government risk. Two big risks here for me are connecting to the grid (time / cash required to do it) and Government risk. Saying that, I think TLOU can mitigate both risks, hence the fact I'm long here. Time will tell.

[donkey40] 26/4/2018 15:46

Life has moved on it seems. I have not yet listened to the podcast. But it would be appreciated if people took a little time to post the points they believe are new, important or relevant so a position is taken and we can discuss.

[npwharf] 26/4/2018 15:34

blisters - you losers on here are so predictable. I just listened to the call and when TG started talking about obtaining the cheapest cost of capital to connect to the grid, including equity(if the price was reasonable as TG said), I just knew one of you would jump on it to spin it. Trying googling the difference between an accretive transaction and a dilutive transaction.

I would engage in a debate except I know I'm wasting my time. Who listens to a 25 min call in a share they don't hold, just to negatively spin it on an irrelevant BB.

Piece of advice - in amongst the drivel you all write daily, they are probably some valid arguments, or at least points to debate, but they're hidden in the daily diatribe of negative rubbish.

[satsuma1] 26/4/2018 15:29

"It's equity raise dilution time" or to actually be truthful, TG stated there may be dilution in the future but depends on what the cost of other funding options are at the time etc and nothing about it happening now.

[blisters] 26/4/2018 15:17

Just listened to the podcast. 17 minutes in and, hey guess what? It's equity raise dilution time boys and girls. TG said it himself. Prepare for a substantial reduction in the share price going forward and as Kenners always used to say: "Bought at 6 - Sold at 8".