Tlou Energy Share Discussion Threads

[donkey40] 21/5/2018 12:46

At least I make statements and put it out there. You are just a parrot

[wheniamfree] 21/5/2018 11:55

Donks you make the bold statements with zero substance to back them up.

When asked you either change the subject or deflect, not really the actions of someone who “knows what he is taking about” is it?

You do realise you are wasting your time? Nobody believes a word you say since you are a pathological liar with zero interest in said stock except to mislead and churn your little vendetta. What a life you lead, Mrs donkey backed a winner with you didn’t she?

[satsuma1] 21/5/2018 11:48

Question Donkey. Which of your arguments are you backing?

Are you saying this whole thing is harder than everyone assumes because Botswana is not Australia and it works differently etc

OR

Are you saying they should be motoring along now and be up and running 100%?

Because your two arguments contradict each other.

[donkey40] 21/5/2018 11:28

How about you tell us - if it was as easy as you make it sound, why has it still not been done? They been there Long enough; had enough meetings; everyone is working hard and .......

[wheniamfree] 21/5/2018 10:46

And why would it not be likely? Direct solar pilots have been facilitated and agreed with direct PPA offtakes outside of a tender.

So please - tell us why it isn’t likely since I’m looking at examples of those which have recently been completed?

[wheniamfree] 21/5/2018 10:45

Probably paid for directly from the Botswana Power Corporation if they do strike a PPA directly with them.

You know, the state owned company that would effectively be as good as striking a deal with the government itself?

Something else you had to be taught.

[donkey40] 21/5/2018 10:34

“Olda putting the tender aside for a moment as just one of many options. A direct PPA can be agreed with Botswana Power Corp without the need to go through any tender process”

Yes it can. How likely will that be outside of the retender process - not very imo.

How likely will such a PPA be for a significant amount of power generation - very not likely imo.

I think Tidd maybe you should add something about how the market payment side of any such PPA will be addressed - or is that something you simply don’t know anything about ?! Tell the whole story - not just the bits that you want to dump on unsuspecting retail mug punters.

[satsuma1] 21/5/2018 10:08

Does amuse me that Donks can't fathom that someone else has been to a country he has. If true, maybe there's a market gap for a travel agent there

[wheniamfree] 20/5/2018 22:15

Donkey, you aren’t the only one that’s been to Bots and even for anyone that has - it means absolutely nothing in terms of how government circles work.

Keep pretending.

Lastly, that was not the terms of our bet interesting your twisting it already. Not going to welch on it are we?

[donkey40] 20/5/2018 22:01

Only thing you said Windybag I agree with is that the first PPA for CBM in Bots will be with BPC. But I have a suspicion that this, being the first one BPC has to negotiate for CBM, means it will take a good long africa time before it gets signed.

We have a large bet on that - just in case you forgot. You do remember beating your chest on this one a while back old boy I hope.

But the one thing that is clearly obvious - you really don’t know that much about what really goes on within Bots. So fair enough, you can’t really help that or so much about it - oh I forgot. You went there a while back for a trip. Yeah right. Keep taking the happy pills that Tidd keeps prescribing old fruit cake.

[wheniamfree] 20/5/2018 21:57

That’s rich coming from good ole blinky who either deliberately lies or posts incorrect statements because he hasn’t got a clue.

Why is it whenever someone highlights the points where you are wrong you don’t accept and just change the subject before regurgitating the same ill informed opinionated dross a day or so later? How many times can you post the same “false” rubbish?

Sit quietly for a while donkey, let Tlou progress and watch a company grow from minnow to midcap.

[donkey40] 20/5/2018 21:48

You are all right:

Blisters and Donkey are the same person.

Everyone is invested except me.

KMR is hopeless and TOU is amazing.

Donkey is stupid and Whendy and now tough guy McGooo are smart. Actually McGoo I did ask you try to say something about Tlou. You do know something about it I assume - or are you just a head banger type pal.

[mgellie] 20/5/2018 21:34

Just you pal. And you have the audacity to talk about being relevant.....oh the irony donkeykong. I hold, doesn't get more relevant than that.

[wheniamfree] 20/5/2018 21:26

Let’s be clear I read about 4 lines of your repetitive drivel.

You don’t get it, we do.. ergo we are invested and (despite lying) you are not - so no skin off your nose. Go focus on your own 0.2% after the KMR wipeout with its revenues.

As for Tlou, yes reserves are booked at spot which is absolutely possible and why SRK (having been in the industry 30 years) know more than you?

As and when a PPA comes, which imho will likely be a direct PPA with BPC (just to reiterate to you) the state owned Botswana power corporation then the value of those reserves will more than likely be upvalued even further. Roll in the core rig and as i said that should be over 500bcf attributed to the bottom line at an even larger premium.

You don’t understand O&G exploration and production plays its evidently clear, go and spend your time researching other pre-production companies with market caps in excess of £100-200m with zero production - where’s the revenue there?

Ah yes all based on reserve valuations.

Your lack of acceptance is comical it just highlights even more how little you know.

[wheniamfree] 20/5/2018 21:19

And yet you are invested?

Lol.

Sure thing!

[wheniamfree] 20/5/2018 20:53

Donks, instead of playing the condescending know it all (who yet appears to know very little about the markets nor Tlou and CBM) - nobody needs your help, nobody asked for your help and matter of factly most of us have been around investing since you’ve been having hot dinners.

Looking at your choice of investment decisions, it appears you need to focus on your own strategies instead of TRYING to mislead others.

I feel you have a case of sour grapes, grow up, move on and go focus on your own stocks.

It’s clear you have zero idea what you are talking about.

[wheniamfree] 20/5/2018 19:25

I know, KMR is a rotter but this isn’t the KMR board so perhaps go take your sorrows there. All that revenue you talk of and the company still managed to wipe out SHs to within a fraction of a percentage.

In the mean time, things are going very well here, only thing you have to hold on to as a negative is a delay, and that’s all it is - a delay. Given the multiple routes and options available to PPAs and then there is the spot market.

Still, only commercial gas reserves in an entire country to the tune of 426bcf with a chronic energy demand. Perfect baseload option to renewables and couple that with EIA approval, a production license and a huge acreage position all 100% owned and id say things are looking rather well.

Core rig should be in country now, pass import review and it should be on the leases expanding even more gas reserves.

+500bcf next?

[satsuma1] 20/5/2018 09:36

Well I mean replying to someone’s post on a different forum poses difficulties in terms of them replying back haha