Tlou Energy Share Discussion Threads

[donkey40] 04/7/2018 12:31

Haha there’s only 1 market leader; one market leader; one market leader...

Imagine how disappointed you and a herd of others would be if that wasn’t Tlou !! Class action suits pursued by shareholders per chance?

Did you note the Operations Update last week said - One of the most advanced CBM companies in Botswana.

Now isn’t that quite a change since 3-6-9 months ago. And remember Tidd used to have them 2-3 years ahead of the opposition, then he upped the ante to 3-5 years ably supported by Windbag here. And now they are just one of the pack ?!

Interesting times me’thinks ahead.

[money4me] 04/7/2018 07:40

great stuff. with TLOU being the lead CBM proponent on the planet perhaps others will piggy back on their dynamic development of this newer energy source.TLOU TLOU TLOU TLOU

[donkey40] 04/7/2018 00:03

StrataX raised some dosh and plan a drilling campaign in Qtr 4. The CBM opportunists are all starting to circle Botswana - funny how they are all Aussies.

Not that I have anything against the Aussies.

[money4me] 02/7/2018 22:24

yes it wont happen quickly. but some progress on that front would be positive

[donkey40] 02/7/2018 22:04

L&G. SYE.

[donkey40] 02/7/2018 21:12

Award under the RFP is also months away - reissue tender document, resubmit their Bid, review the 2 bids submitted using the Owner Engineer (who has still to be appointed), then sign off and approve the awards. At normal Bots Govt pace, it would be a miracle if this happened before end 2018; more likely March 2019. Yawn

[money4me] 02/7/2018 20:03

its slow now nut could change quickly if something fruitful comes of the RfP.reserve upgrade must be months away though

[satsuma1] 02/7/2018 16:05

4 posts in a row? Jeez Donk, we get it. Not going as swimmingly as people hoped or said it would. I have given you credit for calling stuff correctly. But repeatedly talking to yourself? come on now

[donkey40] 02/7/2018 15:49

Why are posters and followers of this company having such a hard time simply accepting there is likely a substantial delay ahead. And that the messaging by management all through 2017 was overly optimistic - they set themselves up for a fall and the supportive Govt has ensured Tlou is duly falling.

It is blindingly obvious to anyone with any reasonable degree of impartiality here.

[donkey40] 01/7/2018 07:22

Cap - they don’t have same contract number. One is 12 and next is 13.

[donkey40] 29/6/2018 22:00

‘Importing LNG to generate electricity (in the short to medium term was my inference) was interesting. How much better to have gas on tap , assuming those imports are across seas? It was encouraging how low key his reference to Botswana was. Made it sound like the regional demand is every bit as high as Tony lead us to believe yonks ago.’

Ah, I wondered when LNg would surface again. This is the one that someone asked about on retail conf call when TG was in London - he had no clue about the Gasconsult /Innovate UK press release. All he could say was Well if they need gas, they will need to talk to Tlou.

Wrong again Tony!! Tlou are a bit player in the supply of material quantity of gas for a LNG plant. Your lack of ambition is going to smack you in the chops eventually.

But hey, you have done it before; turned 2 gas supply companies into billion $ targets. Good job, well done - what price the hat trick is the real and only question though.

As they say in the investment analyst world - past success is no guarantee of future performance.

GLA. DYOR. Hope this helps. Cheers.

And most of all - be careful which cheerleader you latch onto.

Enjoy the heat wave over the weekend fan boys - Monday won’t be bringing you any respite

[donkey40] 29/6/2018 14:01

I agree with Ginko. By all means, buy at these Low levels, stick in bottom drawer and come back 9-12 months time. The only news of any real importance I see happening in 2018 is the award of the retender hopefully by Nov/Dec time. And given they are applying for initial 10MW scalable, that announcement will be largely symbolic.
TG and team have pretty much only 1 option left now which is to grow reserves and hope the number excites a big player. But I don’t see any reason for them to come a-calling until Reserves are increased, an Offtake awarded and clear evidence Govt want a gas market to develop in Bots.
The prognosis for a gas market developing is obviously good, given the comments from SADC. Just a question of time - another 2 years to kick off or another 10+ years before they get their act together.

Good man Paolo on LSE - you are not making yourself popular. Surprised someone hasn’t suggested you are me in yet another alias.

Just wondering everyone - are you all still impressed by the quality of Board and the Partners? IPC sure don’t seem to be helping much with fund raising - company driven rights issue and company management talking directly to BDC for development capital. What exactly is IPC role here?

And poor old GG - the Vox yday set him up to take the blame. Dead man walking. Oh yes, I said that a bunch of months ago as well....

Still waiting for anyone man enough to admit they called this one pretty much all wrong ....

[ginko3] 29/6/2018 09:34

When, completely agree with your view and need to keep a watching brief on RFP developments but as it stands this is not a stock to own right now but maybe in 12 months time, there are other better opportunities out there right now

[wheniamfree] 28/6/2018 20:36

1,2 or 3 production pods so circa 6 wells off the latest program.

Couple that with multiple coring and perhaps an additional seismic survey and the reserves will keep expanding nicely.

An offtake of sorts will light the touch paper and its clear the BDC have confirmed this project falls well into their remits of funding criteria.

[donkey40] 28/6/2018 20:11

Windy - suggest you listen again and this time remember it is your money he is playing around with. I think I can honestly say I have never listened to a shareholder so entirely onside with Mgmt when company plans do go swimmingly to plan ...

Your money mate - suggest you stop being a Tony and Tidd patsy.

Haha what chance Tidd is Tony ....

[donkey40] 28/6/2018 19:14

Typical Fan Boy assessment. Tony speaks and he swoons.

They can’t even inform the market correctly when a core rig will arrive on site. GG is clearly not an effective Lobbyist or influencer !! The retender is the nearest route to market as said by TG today - but let us BS, obfuscate and generally try to bluff shareholders with multiple routes to market and multiple offtakes under discussion. Even persuading BPC on a small 2MW is behind the 100Mw retender - simple question - Why is that then ??

Send your answer to Tony and point out the obvious inconsistency and contradictions in just about everything he is currently saying v what he had been saying up until 3 months ago.

Waken up people !!!

[wheniamfree] 28/6/2018 16:42

Just had a listen to the podcast, Tony remains upbeat - all that can be taken under their wings in terms of control att this stage is being done.

Environmentals progressing as planned and working with the government in regards the revised RFP.

Bar the recent poorly timed raise little much has changed in the way of the story other than a delay. With upstream environmentals already in place and a 25 year mining license + reserves which are to expand with the new Work program they are still far away leaders in this field in country.

[donkey40] 28/6/2018 14:33

And Tony says:
Clearly the most advanced CBM company in Bots;
Govt set up the tender primarily at our request to do a pilot power generation project;
We could be a very significant part of the process to fill energy gaps in the future;
One with the NEAREST term and cheapest source of capital is the tender process;
Our project in the early stages doesn’t require very significant funding;
Development stage the most likely point in time to bring in BDC via a financial instrument (not just equity);
GG role is very significant in terms of lobbying Govt and Minister level;
Still is clear as night and day that Govt will use Tlou CBM to help alleviate the power shortage incountry;
Production wells work starting hopes to ‘enhance our flow rate’

Over to the experts for interpretation please.

[wheniamfree] 28/6/2018 10:26

Tony Gilby will be on Vox this afternoon so keep an eye out for that.

[donkey40] 28/6/2018 09:57

Great Operations update today - it says just about next to nothing new. Except for ...

‘Being one of the most advanced CBM projects in Botswana’
- wow so they are no longer claiming they are the Most Advanced CBM company in Southern Africa. The PR spin is deflating massively boys and girls. So the opposition are alive and well then - Whindy that would appear to be a Fact (not an opinion) given you like to place such emphasis on Tlou RNS wording. And comments on that or am I conveniently filtered today...

And:
‘Providing additional data that can be used to determine optimum locations for project development as well as high-grading areas for further development in both the Lesedi and Mamba project areas’

Someone please care to tell me how 1 drill rig is going to achieve the above statement over an area of 8,000km. FFS do these guys think all shareholders here are as stupid as Whindy !!!

[zztop] 28/6/2018 09:11

Join the oilex club

[money4me] 28/6/2018 08:57

that was my view. the only thing under direct control is drilling. any offtake or RfP is subject to other parties so they need to get their selves sorted out on the deal making front. if they intend producing has then get it sold.