Tlou Energy Share Discussion Threads

[blisters] 11/9/2018 23:38

Looks like Donkey was right again. Good chance of civil War in Botswana. Not the place to invest your hard earned in my honest opinion. Wars and Coal Bed Methane don't mix. Still here's the proof:

“There is a serious war between Khama and those aligned to him and, Masisi and those close to him on the other hand,” Sesa told WeekendPost. He continued: “If it [the feud between the Khama and Masisi continues], I foresee a civil war. If the conflict continues, I insist that we may end up hearing the civil war that is foreign to this country.”

Here's the link to the proof:

hxxp://www.weekendpost.co.bw/wp-news-details.php?nid=5577

Of course WhenIAmSectioned and BuzzyBoy, number 1 and 2 Gilby Fanboy Club founders for the clinically insane, foresaw this coming 3 years ago and can only see this new development enhancing the GasRush for CBM in Botswana returning a FIFTY THOUSAND % return on everyone's investment especially their investment.

Not long to wait now. Get your golden tickets. Only way is up. Ready for lift off.

Ha Ha Ha !

[satsuma1] 11/9/2018 17:59

Mdaslos1, you might sound more worth listening to if you weren’t a grown man/woman putting “LOL!”

[donkey40] 11/9/2018 13:46

Hard luck JTD - the arrogance of that group is something to behold. They try sucking people in with their great insight and words of self-flagellation. Then when those lured in dare to question or criticise, they are circled upon and told this investment is not for them, sell up and move on.
Their sense of over-importance in their by now blatantly obvious efforts to promote the company is debilitating, endless, no longer sensible given what has unfolded through 2018. But they dare not admit they were wrong; hence the strategy is their safety in numbers to gang up, belittle anyone not on their bus.
The part they are entertaingly missing is where will the gas come for their tyres.
PS Gilby and team never had to extract gas, treat and deliver to a power station, or run a power station, or evacuate power and connect and sell to a power grid.
So all this bollix about experienced Board, well yes they are experienced but unfortunately not in what they are going to have to deliver in Bots. More disingenuity...

[donkey40] 11/9/2018 09:33

Civil war could break out within BDP - maybe it already has. What tickles me is the DYOR parrot style vanilla research trotted out by cheerleaders on the least corrupt country in Africa. I don’t see how Govt there can function progressively there whilst this spat is in full flow.



Masisi comment - the resources are ours before anyone else. Those of you with a brain really should figure out how this impacts Tlou strategy.

[mgellie] 10/9/2018 19:29

LOL....at you

[andrewsr] 10/9/2018 19:09

That's just gibberish - are you having a mental breakdown?
You should go away and calm down and just have a re-think about the meaning of reserves.
You're also getting totally confused about the independently verified reserves - 0.35 BCF 1P; 40.8 BCF 2P and 426.6 BCF 3P - plenty for the initial 10 MW facility.
Something else for you to try and understand is 'independently verified'.

[satsuma1] 10/9/2018 15:18

Donks I still maintain that it this is as bad as you say and yet you, as you state, are invested, then you must see profit in it. Which means if it goes even marginally better than you expect, we’re quids in

[npwharf] 10/9/2018 13:17

Correction - a 10 MW project would require circa 28 BCF for a 25 year lifespan according to TLOU presentation.

[npwharf] 10/9/2018 13:12

mdalos1 - is what way are the 2P figures fake ? In the last CPR, SRK Consulting, stated that the 2P (Proved and Probable) Gas Reserves increased 944% to 40.8 billion cubic feet ('BCF') (previously 3.9 BCF).

That means there is at least a 50% probability that the amount recovered will equal or exceed 40.8 BCF. A 10 MW project would require circa 30 BCF for a 25 year lifespan.

Conversely, whilst there is up to a 50% probability that the amount recovered will be under 40.8 BCF you can't conclude that means zero, it could be 38 BCF. Obviously the lower the BCF figure you anticipate the lower the probability you have of being correct.

[donkey40] 10/9/2018 11:16

10mw is pathetic - and disingenuously dressed up as an initial scalable first power approach. The fact Tlou still stick to such an unambitious starting target is why II interest here will be hard to drum up. Those of you saying they can use the 10mw revenue to collateralise future projects are perhaps conveniently ignoring the principles of economies of scale in the delivering the supporting infrastructure upon which they plan to leverage everything upwards.
I have only been saying it for a year now. 409m shares in issue and counting.
Great article on Shell strategy in Daily T today.

[money4me] 10/9/2018 11:04

They state in their presentation their reserves are adequate for a 10MW plant for many years. so are they lying. i dont think do.

[donkey40] 10/9/2018 10:45

Here is my interpretation of disingenuous - constantly promoting the point the company has proven reserves, saying these increased by near 1000% in the unproven category and when getting a chance to pitch for the first commercial Offtake, telling the market a softly softly 10mw scalable approach makes more sense as it allows them to win bigger offtakes later at higher pricing.
Do they think the folks at Ministry are both stupid and don’t read social media.
The cheerleaders and promoters starting this whole thing going around - with Tidd as orchestrator in chief on the boards and unofficial site of sh1te - well now it has come around. If markets globally have an October moment or two, a 2p or 3p opportunity may well come around as well.
Only an idiot would stand up and keep defending what’s happening here - some may remember I started talking about sheep well over a year ago....

[mgellie] 10/9/2018 09:18

Can you explain 'fake' in this context? Perhaps you know more than the industry experts who do the analysis?! I doubt it though. I think you are being a little disingenuous - tlou is a junior player and as such will not have huge 1P figures to report yet, without the further exploration to convert the 2P and 3P figures. That takes time and is exactly what Tlou are embarking on.

[mgellie] 10/9/2018 08:34

Honest mistake? Are you serious? That was part of a deliberate smear against tidd and you know it. Even more embarrassed for you.

[wheniamfree] 10/9/2018 08:31

I wouldn’t talk technical to IT MGellie, IT still hasn’t fathomed out what a Seismic is for.

[donkey40] 10/9/2018 00:58

Honest mistake - they are allowed. Except for toads like you that pop your head up every so often, let loose and then disappear down the hole again.
You could not talk technical on Tlou if you tried. All you know is what you been brain-washed by others in the flock. But you will be happy in their company, on your back looking up at the blue sky that never happened, wondering how and where it all went so horribly wrong for you all.

PS how many more warning signs or excuses do you need. Wakey wakey potato head.