Tlou Energy Share Discussion Threads

[mgellie] 04/8/2018 06:36

Just put Tlou to one side for a mo donkey.......Your behaviour is worryingly sad, multiple aliases, on multiple boards, regularly posting to yourself - OBSESSED is what you are. Back to Tlou - if things are so bad and everyone else is so wrong - why the hell do you bother?! JUST ANSWER THAT ONE QUESTION!! That's the weirdest thing here.....makes you an obsessive weirdo

[donkey40] 03/8/2018 23:07

PS why am I the sad one here? Coz it is just me against 5 to 10 of you?! What have you 5+ got right in a one year view - not much from where I look. It was all promise and potential then; it still is now. It’s not my fault I took an alternate point of view and it isn’t me that has caused the share price to be lower now than 6 months.

Get real you lot; get over yourselves; and stop TF thinking just coz there are more of you massaging each other’s egos ( and losses) that others don’t know what they are talking about.

My key message throughout, for any of you smart enough to pick it up is - TG is not operating in his own back yard. And the Africans are fed up with opportunistics trying to rip them off. Gilby isn’t here to develop gas; he is here to sell gas reserves. Most of you are so far behind the curve it frankly is scary. Even the obvious few who are Tlou promoters don’t know what they are into - the doubts are there for all of you. And they ain’t going away any time soon....

[donkey40] 02/8/2018 16:08

More from the Sage:
“JTD it is clear, a staged approach has been announced. Following on from 10MW the natural progression is to expand, hence why they will be installing transmission lines to cater above this.
10-50-100 would be a logical jump as opposed to stages of 10/20/30/40 etc.”

So this is the Sage saying what Tlou are bidding - how does he know this? He says following on from the 10MW the natural progression ....

Tlou are bidding 10MW and expecting Govt to give more - give 10 and say when you are ready, come back and tell us what is next. And with that promise, Tlou will go get the 10 priced up and this to include a transmission line capable of evacuating a heck of a lot more. Yup the lenders will all fall over saying We love Govt promise and here is all the money you need now.

I swear to god, you couldn’t make up what these guys say or think or believe.

Keep nibbling JTD - you are getting close

[donkey40] 02/8/2018 10:20

June operational update - “Tlou’s submission outlined a staged development commencing with up to 10MW of generation as well as outlining project feasibility” and all sorts of other bollix.

So there is an upcoming tender submission and Tlou say themselves they will bid an initial ‘up to 10MW’ of generation.

I suppose I am the only one in the world too stupid to understand what these words say and mean. They mean Tlou’s submission (last time) on 12 Sept will be for ‘up to 10MW’

I imagine the Ministry dudes will love that - hey Tlou have Bid ‘up to 10MW’ here. Oh I see, what shall we give them ? 1, 2, skip a few, 5 or maybe 10. Gosh I really don’t know, coz they don’t seem to know themselves - they haven’t bid a precise amount so jeez, if they don’t know, why should we decide for them ....

9 years of trying and still they don’t know or cannot clearly state.

Anyway no need listen me - just ask Tony directly on next interview. Send Justin or whomever the question .... I don’t need to coz I don’t think there is any ambiguity. But then I am just a stupid old donkey, that lies compulsively and is attention seeking....

It’s not luck you guys need

[donkey40] 02/8/2018 06:12

Stick to the facts Windbag - remember that was once your favourite/ only mantra.

Now it is ... ‘I can honestly see...’. Now reduced to conjecture and opinion are you?!

Yes you are right however - the ducks are lining up nicely again. For Tlou to be in a position to win ‘up to 10MW’. 100% agree I doubt Govt would award them any less coz frankly anything less really would not be worth the effort. About the only thing big Tlou think about is seeing how many shares in issue they have.... 409m and counting (good effort for 10MW, leading CBM player,...). Duh.

[wheniamfree] 02/8/2018 05:52

Should start hearing something about the major work program shortly.

Existing cores are still to be factored in on a contingent resource upgrade beyond 3.3TCF.

I can honestly see another huge upgrade on the cards if all the wells govto plan and surpass Selemo flow rates.

Initial pretender meeting just days away, all the ducks are lining up!

[donkey40] 01/8/2018 22:31

Donkey - compulsive liar, but also consistently compulsive. Ie his story has not changed over 15 months (not 3 years). Good someone has a story here.

Hobson’s choice - don’t think so. Botswana power supply will happen with or without CBM.

JTD - sorry for you. You dare break with the herd, so you must be another of my many alias.

Buzz - keep up the good work. I hope you are first one on the beach below - you deserve the honour.

[donkey40] 01/8/2018 21:01

Why do posters keep saying Tlou are bidding for 100MW. Or a 50/50 split is ok. Or Sekaname have no gas, nada. Or even bother to compare themselves to Sekaname.

Tlou have publicly said, repeatedly, they are bidding for ‘up to 10MW’ initially and leaving the door open for Govt to award them further MW under a scalable approach to project development.

That is FACT. Said by Tlou management. End of.

Sekaname are also the local bid. And they are a private company in Botswana. They pioneered the discovery and development of CBM in early ‘000s in Botswana, together with Shell. Shell left; Sekaname are still there obviously. Sekaname once owned the leases that Tlou now own, confirmed by the 12.5% royalty Tlou must pay Sekaname on gas produced. This is clearly stated in the Tlou Reserves statements (and all listing documents on ASX, AIM and BSE). FACT - incontrovertible FACT !!

Those of you that frequently said before this is a one-horse race are, frankly, deluding yourselves. It is not. Sekaname are there; they have always been there; posters have no idea what Sekaname have or don’t have for the simple reason Sekaname have published nothing in the market. They are a private company, not listed and therefore have no obligation to inform or update any markets upon which they are listed.

I bet you 100 bucks TG wished he had this luxury of effort to his shareholders. But I digress.

The retender meeting takes place on 9 August - there will be 3 chairs occupied. Tlou in one and Sekaname in one. They won’t be big chair for one and little chair for the other. Just 3 chairs.

And best of all - Tlou has repeatedly said they are bidding for ‘up to 10MW’. What will Sekaname bid? Well it is a 100MW RFP - Sekaname at one point in time owned 13 leases. Yes 13. They built Orapa 90MW in a JV and then operated it for 5 years. They were in a JV with Exarro for what I am told was the largest drilling exploration activity conducted over 3 years there for CBM. Care to guess who used to own Strata-X leases? And Tlou bought leases from Saber who previously bought them from, yup you guessed it.

The same lot who pioneered CBM in Botswana with Shell many years ago, but that work and the Resource Statements therefrom underpin the existence of CBM resources and reserves in Botswana today. The gas has not gone anywhere in the interim and it still smells as sweet today as it did then. Some areas more sweet than others. Some need seismic to confirm just how sweet. Some don’t.

Good luck. DYOR. Hope this helps; don’t care if it doesn’t. Cliff ahead, sheep following, the drop is steep so don’t be first over.

Tidd - false prophet; Buzz - clueless; Windbag - just that; TG - nice man, tells a good story but he is from Australia and is trying to play in the wrong sand pit. But he is having fun doing what he does; he made millions twice before. How many of the sheep here have made their ‘m ?? Apparently the first one is always the hardest - but hey DYOR.

[wheniamfree] 01/8/2018 11:05

Nothing to do with the reason why the previous bid was cancelled.

Furthermore the expansion of 1P will come hand in hand with the fully funded production pod program so a total of 6 wells to be drilled.

The Selemo wells have produced for 18 months and the initial reserves have already been established. Reserves are commercial so not sure which part needs to be proven here?

[ftangftang] 01/8/2018 10:49

Well the only other competition for the 100mw is Sekaname And they haven't booked any reserves Nil...nothing Cheers Ft ft P.S. nada zilch

[uncle andy] 01/8/2018 10:20

"the 1P is the be all and end all"

Precisely, and TLOU don't yet have enough.

It may be there but they must prove it.

[ftangftang] 01/8/2018 08:03

South African power market study



cheers
ft ft

[wheniamfree] 01/8/2018 06:37

Another strong day ahead whilst the share price corrects itself?

Not long until the pretender meeting to confirm what all aspects of the RFP are satisfactory before submission..

Love how this process is now streamlined and expedited for submission, id expect an answer back in the short term also and we are off to the races even for any amount of award.

A route into the grid to commercialise the huge gas resource, only a matter of time imho.

[mgellie] 31/7/2018 20:23

You both!!!

[donkey40] 31/7/2018 20:14

Love the short term memories here. The RFP cancellation came like a blot out of the blue. They consoled themselves when RNS said retender would be out in a few weeks and multiple offtakes being pursued. Few weeks became 5.5 months and the multiple offtakes were quietly taken off the table as time went by. 2 days after the retender is released, all is rosy in the garden, the power shortages that have been prevalent for 5+ years are now the driver of the opportunity. The Govt are again engaged and have always been fully supportive of Tlou and all the good things they do.

Brain dead or brainless - you decide !

[mgellie] 31/7/2018 18:48

I would have thought that most of the ITT would be the same but for the obvious changes to pre-requisites that scuppered the last call; the fault of the Gov imo. As has always been stated by those with a sane mind, just a delay that hopefully will have been worth sitting out when one considers the upside.

[mgellie] 31/7/2018 18:32

Bots Gov have got to be desperate to reverse that trend, all looking positive imo