Tlou Energy Share Discussion Threads

[donkey40] 01/6/2018 22:13

Is that you being factual again? Having never met me, you sure as blazes (seem to) know all about me. You keep putting out non-stop verbal diahorea about a complete stranger to you. What stocks I own; what stocks I don’t own; are you a psychic by any chance ??

Now let’s grt down to Facts please. What price was Tou shares this time last year? And the year before ? And where have all the great milestones, great achievements, first in class this and that, where have all the shamazing stuff you (and Tidd and Buzz and Tomcorvid and MM and the rest) shoved down everybody else’s throat since goodness knows when got anyone ?

Precisely nowhere ! No revenues, no Offtake, no route to market, no actual measurable progress - and how many more shareholder $$$ spent in 12-15 months ? But lots of trips to Botswana. Lots of meetings. Lots of telling the gullible shareholders that TG instructs the BOD to live, dream and mitigate risk - FFS how stupid do you need to be to believe all this sh1te ??!!

But Guess what - stupid olde you still appears to believe. Unless of course, this is all just a front by you. Unable to accept one simple FACT - Donkey has been telling you for pretty much one year now.

Please don’t talk to me. You are simply not worthy. You have no clue. You are only able to transmit, but incapable of coherent structured logical joined up thought. And you been demonstrating it day after day after week after week after month after month ....

Yes you really do tick all the boxes of being stubborn and stupid !

[wheniamfree] 01/6/2018 21:35

They are indeed.

Just find it comical that you spend your life on three bulletin boards and then post on a separate company who has similarities by locality and resource sector.

All whilst holding no stock and having no grasp on what you are talking about.

And you call me stupid.... ?

[donkey40] 01/6/2018 20:48

As for trolling Strata - f... off Windbag. At least the occasional poster is prepared to exchange views and hold civil non-accusatory conversations.

And anyway, all Strata are doing is looking for some form of flow through off the coat tails of the most developed CBM player in Southern Africa. By yours and Tidd’s often said own factual statements - they are 3-5 years behind Tlou ....

[wheniamfree] 01/6/2018 20:40

I was asking a question.

“?” - That is called a question mark.

[donkey40] 01/6/2018 19:08

There you go again - jumping to incorrect conclusions. Or are you saying it is fact that I hate everyone and everything connected to CBM in Botswana. Or maybe that is your opinion.
Tbh, I dislike you the most if anyone in CBM space. Oh no, I forgot I dislike Buzz Pot more - total trash that boy. He keeps my memory alive on LSE - good for him.

JTD - hard luck Son. They are after you now. You simply CANNOT be negative on this company there - so not allowed.

Notwithstanding your point about delays, BS from management to deflect from it all in February, and now watch share price drift until goodness knows what happens next (and when). You are just not allowed to make such a factually correct observation .....

I wonder what one calls a herd of muppets

[wheniamfree] 01/6/2018 14:21

Yep looks like they are all over the opportunity for CBM, more weight on a fresh industry.

Interesting that you troll the Strata board on Hot Copper as well donkey.

Do you hate anyone operating in Botswana or just CBM in general?

[donkey40] 01/6/2018 09:39

I see Strata-X trying to get in on the game - talking lots and lots of potential. It’s almost as if they are copying someone else’s template for building a story.

[mgellie] 30/5/2018 21:18

Oooh, there goes another rib

[donkey40] 30/5/2018 21:06

I feel a song coming on:

Return to tender; address is known;
Return to tender; TG and GG are at home...

Locked and loaded Ministry, waiting on you, so let’s get cracking lads ....

[donkey40] 29/5/2018 23:42

I give up. You genuinely are either a difficult person or just stupid. You decide - coz enough time has been wasted on you.

[wheniamfree] 29/5/2018 20:26

Donkey your entitled to an opinion but highlight the point that it is your opinion.

Posting a statement and backing it up with something which is not actually true comes across as misleading intentionally or otherwise.

At least people will then know when you are speaking theory or fact.

[donkey40] 29/5/2018 19:56

F off windbag. Keep your mouth shut when you got nothing sensible to say !

[wheniamfree] 29/5/2018 17:44

Not exactly how it went was it donkey but of course that would naturally be your analogy, usual misleading statement.

[donkey40] 29/5/2018 17:19

‘Conjure up a sale agreement’ - to my mind, means they would need to have commercial contracts for their gas. This hits to heart of my criticism of Tlou - with huge reserves potentially, and them taking the softly softly approach to securing commercial offtakes doesn’t stack up naturally for me.
A major keen on this space will be excited with large reserves and decent gas supply agreements rather than large reserves and the potential to go and secure decent sized offtakes.
Of course I am not suggesting they can simply go and secure large offtakes (that they have no chance of fulfilling), but to claim you are No 1 in the market, with advanced status on ability to extract and supply your gas, to satisfy a first time 10MW pilot project just smacks of way too Low ambition !!! Ie is inconsistent with the style and type of their messaging to the market.
Then of course, what it really does mean is that they don’t want to be bothered winning and fulfilling Offtake contracts; rather they just want to drive the development of CBM potential, prove they have considerable gas in-Situ, onward sell the reserves to highest bidder.
All the BS woffle they put out to shareholders around that is a major part of my beef here.
That all said - it does have considerable potential to do well in time. But likely be more dilution, more speed bumps and delays, etc. Perhaps more worryingly, if the Govt see this is Tlou’s approach, maybe they are just waiting them out ...and letting them run out of cash, get bored, abandon etc. And some local player waiting on the wings picks up the leases for much reduced $$.
Pretty much what Tlou did when first securing their position in Bots by acquiring the Saber acreage.

[money4me] 29/5/2018 17:04

agreed. it is a slow burner as per the timeframes they have set out. they may give a surprise and conjure up some sale agreement, but then they need to have a credible amount of gas to sell also

[donkey40] 29/5/2018 15:36

If increasing Reserves is the main strategy, then fine. Begs the question then whether generating revenues with a view to being cash flow +ve etc has any relevance. Spending shareholders money works for a while but not forever.
In Tlou’s case though, 8 years in and still doing that and have this loyal band of happy retail shareholders is actually quite some feat ! Hats off for managing that.
The disconnect has been occurring given the previous brouhaha around making progress towards commercial operations and now that is stalling - pushing out the timelines for revenues and cash flows.
Reality is Tlou has to keep spending in-country to progress CBM industry for use of their reserves - without that, all the reserves in the world would be useless.
It’s just all the BS the others have trotted out over 2 years thinking this would be a piece of cake.
Anyways, dig in coz it’s unlikley to be fast ride.

[money4me] 29/5/2018 10:54

look at the time line the company have given. the only delay is the RFP. they have set out how they will increase reserves. the offtake is a work in progress but less in their immediate control

[donkey40] 29/5/2018 10:50

Donkey’s lack of understanding is what caused the retender situation. And the lack of share price progress. And the countless other items on the list that are causing matters to progress.

You spend your entire time focused on my posts and thinking you need to correct them. Oh really ......

Maybe time to broaden your horizons pal.

[wheniamfree] 29/5/2018 00:09

On the ML, yes - it is done like that.

Prospecting blocks are generally converted to production blocks with a 20-30 year lease. The Botswanan ministry know that, the rest of the government know that, Tlou know that, I know that but just because you don’t you state it’s wrong.

Now as an outsider looking in, where would you assume the problem lies? Donkeys lack of understanding? Bingo.

[wheniamfree] 29/5/2018 00:04

BPC still need ministerial sign off for s direct PPA but it does not require an RFP.

I know what you wrote, instead of calling everybody stupid for your umpteen mistakes accept some responsibility. Gets tiresome correcting you all of the time fella

[donkey40] 28/5/2018 23:36

As usual the stupid one gets the points in my post(s) wrong. Go back and read what I said please. Then come back and paraphrase correctly. I didn’t talk about production licences, other than to say you live in the theoretical world. Now applying the production licence they already have will need further work coz they won’t be producing over 1,000km2. Go and read Mines & Minerals Act and the bit about applying for Ml and the business plan needed part - no way a business of Tlou is submitted to inform the Ministry they will be producing over such a large area. None whatsoever - it simply isn’t done that way anywhere. So go do some research and come back knowing something about what you are talking about for a change.
Well if BPC were so bloody keen, this would have been signed Long before now.
It is amazing - you believe every single piece of words put out by the company and you don’t have the sense or ability to interrogate or challenge what is being said.
I think I will roll out my ‘sheep over the cliff’ analogy again soon - are you a sheep or a parrot??

[wheniamfree] 28/5/2018 22:49

Donkey, that’s your opinion and given only yesterday you told me they needed to apply for a production license (when they already have one) I don’t feel like you know what you are talking about.

Remember the clue “BPC have stated, I can tell everyone and anyone that cares to listen that they’d like to do a pilot project with Tlou.”

I’ll take that clue that’s been publicly aired as opposed to an inkling you have.

[donkey40] 28/5/2018 18:00

BradSmith just posted the biggest load of sh1te on LSE