Tlou Energy Share Discussion Threads

[donkey40] 20/8/2018 05:40

A 2014 newspaper article - saying Kalahari have 9.8tcf v Tlou 2.3tcf at that time. I assume these would be Contingent numbers.

It seems therefore Sekaname put resource scores on the doors a few years before Tlou. And since the Govt shortlisted them as 1 of 2 to respond to the pilot tender, that further suggests they are alive and kicking (not lost their licences as False Prophet would have you believe).

Mmashoro-Lephephe is where relative to Lesedi?

Mind you, all I think this tells us is that Tlou and Kalahari (even longer) have been at CBM exploration a long time in Bots. In one sense they are competitors; in another they are partners keen to see CBM finally be allowed to develop

[donkey40] 18/8/2018 22:05

It’s eeyore dopey. Amuses me no end why no-one has figured out why I took Donkey as profile name.



Tidd - since you are reading, come on over and let’s spar a little. Tyson or Wilder or Joshua - take your pick. Actually you ain’t a heavyweight, more a flyweight ...

Those of you that have me filtered - fine that is your choice but really why do you feel the need to post that you have. All it means is you have not filtered me - rather I am your guilty pleasure and you keep sneaking a crafty peek.

[ginko3] 18/8/2018 18:52

FT personally, I've filtered donkey as he is a complete eee awww.....

[donkey40] 17/8/2018 20:48

Wrong financethoughts - there is far more afoot here.

[donkey40] 17/8/2018 20:47

Tidd - r u scared yet? Circling ......

[financethoughts] 17/8/2018 20:13

I think the reason he’s ignoring you is that he’s filtered you, like many others no doubt on this site. A pity you make such provocative posts, as your factual contribution is useful. It’s completely unfair to expect any contributor to have foreseen what happened when the Gov cancelled the RFP.

[donkey40] 17/8/2018 19:36

Guess who said:

Buying opportunity from the weak, unresearched and impatient;
Quiet spells are time to accumulate;
Don’t think we’ll be waiting long in the new year if I’m honest;
The final pieces of news to drop will transform the company;
Tony has stated on record that Govt have indicated a modular approach is acceptable;
I’m sure Tlou will deliver above and beyond expectations;
Don’t assume those selling know as much as those who research;
The herd have yet to arrive, the board will be alive when it does;
It’s gradually rising week on week, mth on mth but this is nothing;
They just pulled in some cash (BSE) ...so I think dilution will be slim to none;
Primed to move higher, big money moving in, buyer soaking loose stock up, big buyer at that;
Market is waking up to realisation of the level this company has progressed to;
With or without news, there is a significant buyer waiting in the wings here;
All holders, this is just the beginning and Tlou is getting the recognition it deserves;
If anyone is new here or even just wants to brush up on research and listen to some podcast go to ‘the site of .....’
Should continue to climb even without news, we all know it isn’t far away;
Anybody selling out today could be locked out when news is dropped;
Amazes me the number of people that sell right on the cusp of such big news;
Just hold them tight, this has a long way to rise imho short, mid and Long term

[donkey40] 17/8/2018 19:08

Tidd - since you are reading here, come and engage rather than play the big guy on LSE. You can’t get rid of me here - so come and let everyone see what you got...

Surprise me !!

[donkey40] 17/8/2018 17:54

STOP TRYING TO MISLEAD PEOPLE.

“From there Tlou take the submission to the RFP for upto 100MW and the Work program commences on a sizeable development of 6 wells followed by additional coring. Meanwhile the rest of the market is on a summer break but some decent movers of late.”

And since you are reading my rubbish - WHY ARE YOU NO LONGER UPDATING YOUR UNOFFICIAL SITE ?! AND PROMOTING IT ?

I know the answer; you know the answer - but best you tell your followers in your own words .....

FALSE PROPHET

[mr.oz] 17/8/2018 15:52

donkey4016 Aug '18 - 20:27 - 5761 of 5766 (Filtered)
wheniamfree16 Aug '18 - 23:13 - 5762 of 5766 (Filtered)
donkey4017 Aug '18 - 03:43 - 5763 of 5766 (Filtered)
donkey4017 Aug '18 - 14:50 - 5764 of 5766 (Filtered)
donkey4017 Aug '18 - 14:59 - 5765 of 5766 (Filtered)
donkey4017 Aug '18 - 15:03 - 5766 of 5766 (Filtered)


Anyway.
This appears to be the bottom
Activity ramping up
Strategy broadening
Tension mounting

PR will be interesting to monitor as they balance RFP process versus ability to go it alone

[donkey40] 17/8/2018 14:03

Tlou has gone quiet with probably no prospect of price movement for some time. So he has moved on to ramp other stocks - spewing the same old tripe to the unsuspecting.
Question is - who else is in cahoots with him.
Windy - I suggest you get over your dislike of me and focus on your real opponent. He is bad news - and if you don’t see it, well more fool you !!

Tidd - update the Unofficial site of sh1te please. Your followers are increasingly disillusioned with your antics and behaviour !! You have been called out.

[donkey40] 17/8/2018 13:59

And then on TXP:
1. Prior to that announcement there will likely be an update...
2. Opp still knocks, there is significant upside to warrant a tidy return even in the short term on existing and already funded development and production. You then have to factor in the significant upside that is beyond that. ... Things are tightening up.
3. Not really expensive still only 27m, 30p very achievable at present so 50% uplift from here.
4. Well spotted Simon, good to keep a handle on progress.... All looking rather good.
5. Excellent research from .... This is precisely why .... presents a step change for TXP on an already exciting development plan ....

[donkey40] 17/8/2018 13:50

Tidd on INFA:
1. JW .... focus is well aligned with SHs. John has some excellent credentials, ... and the full formation of a very strong board.
2. No, ... you are a hypocrite. I have no time for those who complain whilst .... Furthermore your post bares zero relations to what INFa are doing.
3. Let old money out ... but today’s prices are a great opportunity.
4. And potential upside even beyond those being looked at.
5. Excellent updates, looks like ... could be much earlier than anticioated.

Spot the trend...

[donkey40] 17/8/2018 02:43

who do you thinking you are kidding....... this 10 or 100 issue is killing you, eh. Except it isn’t an issue - up to 10 is what they say they will bid again for. Stick to the facts !! The facts are:

“Look, the only reason someone would lock themselves into a 100MW PPA, which is what the tender is for, is to get to Power Purchase Agreements, is if they believe the price of energy and gas in the region is going to go down in the future. We dont believe that it is. Also, if we did bid for 100MW, the smart money in the market and in fact the Botswana Govt who is evaluating this tender for that matter, would be asking us How are we going to come up with the 100-odd million $$ of Capex to pay for an initial 100MW project. So we believe it is a lot more sensible to start with a small pilot project for this tender, which allows us to get set, .....”

Up to 10 then. Fact - stick to the facts used to be your mantra.

And also remember up to 10 is not the same as 10..... Let’s hope they don’t disappoint and bid or get less than 10...

[wheniamfree] 16/8/2018 22:13

Had a listen to the podcast yesterday, was refreshing to see Solomon take the stage.

I like the explanation around the staged approach for the RFP of upto 100MW, just as we thought and makes perfect commercial sense.

Only weeks away for submission and all back on track. A single route to market of any size will offer a commercial route for their already substantial 3.3TCF gas.

[donkey40] 16/8/2018 10:01

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 22:02

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 16:19

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 13:49

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 13:34

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 13:06

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 11:18

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 11:09

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.