Tlou Energy Share Discussion Threads

[donkey40] 16/8/2018 11:01

Tidd - simple question. Why are you no longer updating your site of Unofficial news on Tlou??
It was part of your life’s work this time last year. Why no longer? There have been so many podcasts and announcements and they are embarking on yet another really exciting 6 months of newsworthy items. So why are you slacking on keeping your site up to date ......

[donkey40] 15/8/2018 23:02

Haha - JTD directed his post to Tidd and Buzz coz he knows I don’t like either of you. And since I am JTD, or so you think, then I suggest you report me again to the LSE Moderator.

Sats - would you do me a favour please. Would you tell them to stop saying or thinking Tlou are going to get 100mw. They listen, they read but they clearly have zero understanding.

So now they are waiting until 2022 and there will be no further dilution. Yup - more stupid.

[donkey40] 15/8/2018 17:19

Of course it is excellent Buzz. Could it ever be anything other than excellent from Tlou. What particularly caught your attention as being noteworthy? Do please share your insights with us all...

[mr.oz] 15/8/2018 14:49

Covers my request for clarification of a modular approach. Even used the same word.
He also said very pleased and facilitation
More positive in reflection

[ftangftang] 15/8/2018 14:34

For those who need clarification... An excellent answer to the 10mw approach given by Solomon Rowland in the vox interview Cheers Ft ft

[ftangftang] 15/8/2018 14:06

Podcast with Solomon Rowland 18.6 minutes in HTTPS ://audioboom.com/posts/6971313-united-oil-gas-uog-tlou-energy-tlou-and-ananda-developments-anaCheers Ft ft

[money4me] 15/8/2018 12:18

TLOU need to present a credible case for delivering gas to market. once you have that foundation you can build upon it with investment

[ginko3] 15/8/2018 12:09

I guess my main concern, and it is a risk is that the government don't consider 10mw to be a material contribution towards the 100mw in the tender and that as a result give the whole lot to the competition. Much will depend on the ramp-up time of both parties and the one that is able to guarantee the quickest will probably get the lions share of the award - they clearly don't want just the 10mw that TLOU is initially offering.

[satsuma1] 15/8/2018 09:47

Maybe i'm wrong but "Hold that thought - and remember it is you calling someone stupid for a change." sounds like you took me discussing your point and instead commented on past disagreements...

[donkey40] 15/8/2018 09:22

Well I wasn’t digging at you. Even you can spot the game Windy and Buzz are playing v me. Same krap over on HC. Must be hard for them to acknowledge I am being consistently on the money here though.

[satsuma1] 15/8/2018 07:37

Haha, oh Donkey, it amuses me that even when someone does agree with you even partly, you STILL have to try and dig at them. Surely proves that you just want to argue rather than discuss. Then you complain no one engages with you.

[donkey40] 14/8/2018 23:34

Hold that thought - and remember it is you calling someone stupid for a change.

Hold this further thought - it amuses me no end that the extent of cheerleader DYOR is to read the company’s website or the Unofficial site of guru Tidd (who has abandoned his site and gone AWOL - bad form). Given the moving sands of the Karoo, good luck with that so called ‘experts’;

[satsuma1] 14/8/2018 23:05

Put it this way, if this gets delayed again we’ll know for sure hat the government are just plain stupid

[mr.oz] 14/8/2018 22:58

Cheers guys, was thinking same so must've heard this on podcast. Would like to have seen something documented for some old fashioned reason

[ftangftang] 14/8/2018 22:39

Mr oz check out the TLOU company website The initial 10mw approach and scaling up is explained and mentioned often in podcasts over the last year or two Cheers Ft x2

[andrewsr] 14/8/2018 22:33

mr oz,

The CEO mentioned in an interview a while ago that revenues would be $10-15m for 10 MW and $100-150m for 100 MW, so no economy of scale.

[donkey40] 14/8/2018 22:10

Sats - I have read too many announcements and hear management say too many times about the supportive Govt and all that. Equally I am not saying the Govt are not behind CBM now. I think they are - but politics may make it slow going.
Tlou were hardly going to say it was an unproductive meeting now, were they. This RNS was more subdued that previous ones, so suggests mgmt may have learned to be more cautious with expectations mgmt.
I just have a gut feel that Ministry folks will need extra time to get ready - might be the OR or TA appointment. Don’t know. Surely Tlou and Seka can refresh their documents in a month so I doubt they will be cause of a delay this time - it was after all monumental and detailed first time around (ie woffle).

[satsuma1] 14/8/2018 21:34

Donkey, you were right before RE submission delay but the time between RFP announcement and submission date were far wider. It is a month between apparently productive pre submission meeting and the actual submission. Seems very close for a delay to be likely. Who knows though

[mr.oz] 14/8/2018 20:43

Ftx2. Please point me in the direction of the economics of initial 10MW plant.

Imv, TLOU would not do badly if this was more transparently explained in terms of expected revenues in a modular project growing in line with expanding reserve basev

[donkey40] 14/8/2018 07:05

Time to be proper scared:

“”Dollar funding was irresistibly cheap in the halcyon days of zero rates, when the G4 economies were adding $2 trillion (£1.6 trillion) a year to the international system through quantitative easing. It was also a Faustian Pact. “The weak links are being exposed and the dominoes are falling,” from Societe Generale

The Institute of International Finance thinks events in Turkey are just the start of a long and painful hangover for those emerging markets that drank deepest from this cup, with South Africa, Indonesia and Colombia next in line as the spigot is gradually shut off.“”

I really hate being a kill- joy but with Eskom technically bust and trying to secure refinancing, SAA and others equally as bad, southern african economies may well batten down the hatches ahead.

Purely my opinion this - just got a feeling that RFP submission date will be extended. Too much happening elsewhere and markets look like they are about to kick off and be nasty. Equally those with enough cash on hand to ride things out should prosper in due course. Interesting and scary times the noo.

[donkey40] 13/8/2018 19:14

10MW is hardly upscaling, is it. After trying since 2009 ....

Anyway I now get this company. What is there here? 10mw pilot, or whatever up to 10mw means. Something that is very detailed in a regulated process with no guarantee of success. 18 months to get to today, with 6 more before award. An award of ‘up to 10’ FFS. This is going to take forever. Certainly going nowhere fast.

[wheniamfree] 13/8/2018 18:59

Same story, always has been 10mw staged development and scaling up.

Take no notice of Plonkey.. he’ll spin you a yarn about anything.