Tlou Energy Share Discussion Threads

[andreagaiti] 10/10/2018 13:58

Boeing Company

[the manini] 10/10/2018 13:53

Onwards and upwards!

[adorling] 10/10/2018 13:33

They just submitted the tender Donkey - you must be delighted eh?

[maverick247] 10/10/2018 13:32

Finally ! Now time to move on...

[donkey40] 08/10/2018 20:25

Politics are increasingly front and centre stage - not good news. Khama end game is to have his Brother elected as President. Whatever idiots prepared corruption indexes and surveys - best they do some real investigative work from now on.

[satsuma1] 08/10/2018 14:04

After whats happened so far, even if it's submitted i will be dubious haha. 4 weeks after submission "the applicants used blue ink when we only accept black ink - 12 month delay". I remain hopeful

[ftangftang] 08/10/2018 13:07

Ah yes...just what I was wandering Although if that were the case i think we would have been told by now Fingers crossed Cheers Ft ft

[mgellie] 08/10/2018 11:42

Wait for it, another RNS stating delay of date for submission of RFP?!

[donkey40] 07/10/2018 19:06

IK - the silent dictator. Good riddance

[donkey40] 05/10/2018 21:33

Another one talking me - must be some kind of initiation test to gain entry to the PDD club.

Why don’t you post about Tlou, dipstick. Be original, say something original..... There is no future in being part of the herd. They are doomed to fall over the cliff .... Dead ahead .... How many times do you need to be warned ....

[mattjwhity] 05/10/2018 13:21

Why are people still entertaining this idiot?...He'll give up if no one listens...

[inthepub] 05/10/2018 13:01

I think it was Warren Buffet who had a quote that said Only an idiot would keep his money in a company that they thought was doomed and the share price was going nowhere
I might be wrong though

[donkey40] 04/10/2018 23:48

Amazing that so many are sooooo excited anticipating a bid submission next week for 2mw power generation. I am sure Churchill has a famous quote that applies here. Never before have so many gullible fools been warned so often, and still they plunged to the depths of despair..... or something like that....

[donkey40] 04/10/2018 12:22

Jolly good read.
“Failure to win this initial tender would have a significant impact on the share price I would imagine” - so would I;
and
“....the whole area is desperate for power...”. Really?! What have they done for past few years since the word desperate was first promulgated to the masses. Are the lights on or off most of the time.

Anyway, the gist is right. The effort to sell the investment case is, as usual, overly dramatised. Yes power is needed; yes a good opportunity is available; it if the Govt is so damned supportive, man they have a funny way of showing their love.

[wiseacre] 04/10/2018 09:55

ShareProphets
Thursday 4 October 2018
The one stop source for breaking news, expert analysis, and podcasts on fast-moving AIM and LSE listed shares
EPIC code: TLOU
Tlou Energy has the ingredients in place to be successful - speculative long-term buy
By Gary Newman | Thursday 4 October 2018


In Africa things always tend to take far longer than people expect, and even more so when it comes to anything in the natural resources sector. Interest in, and the share price of, Tlou Energy (TLOU) seems to have waned and I think that has largely been as a result of some having far too optimistic timescales with regards to the company’s coal bed methane project at Lesedi, in Botswana.

The share price has drifted back to 6.5p on the ask currently, and has been even lower than that recently, but for me nothing has really changed in terms of the investment case here and I would still view it as a speculative buy with the potential to be worth a lot more in the future than the current £25 million market cap if things go to plan for the company.

It already has reserves and contingent resources in place and the management behind the company have history in the field of CBMs, plus there is plenty of potential for further upgrades from gas still in the prospective resources category.

In terms of the gas that it has already proven up, it has 2P reserves of 40.8bcf, and whilst that might not sound particularly exciting when taken on its own, it also has 3P reserves of 426bcf across its licences, plus plenty of potential from 2C contingent resources of 214bcf, and 3C of more than 3tcf. On top of the that the prospective resources from its other three licences could be more than 8.5tcf, although it is very early days and those licences are still at the exploration stage. Those of you who have experience of the natural resources sector will know that it is all about getting it out of the ground and monitising the asset, and in the case of Tlou that doesn’t look far away, although development will be phased and it is likely to take some time to see real returns in terms of profit.

The Botswana government has been very supportive of the project and a production licence is in place, but the success of Tlou will largely be driven by the success of it winning contracts for gas-to-power projects. So far it has already been short-listed as just one of two companies to tender for a 100MW plant, although that process has been dragging on longer than expected, and it is expected that development would be staged, starting with a 10MW plant. A pilot well drilling programme is now underway, and this could lead to an initial 2MW of power, which would be expanded up to 10MW as further wells were drilled.

The company seems to have been able to raise capital when it has needed to as well, including from institutional investors and the directors – with £2.4 million recently coming from African Alliance Botswana, plus a further £4.4 million odd from placings and an equity entitlement offer. I would still view this share as being highly speculative given the stage that it is at and there are still risks, and potential for things to go wrong – failure to win this initial tender would have a significant negative impact on the share price I would imagine.

But it is also worth remembering that Botswana is possibly the most stable country in the region in which to do business, plus the whole area is in desperate need of power generation, and given that Tlou not only has the resources, but also the necessary permits/licences to make use of that gas, I can see plenty of potential. I would consider this as a longer term buy from the 6.5p area, and if the company enjoys even a modicum of success, then I think you will be pleased with the eventual outc

[donkey40] 03/10/2018 23:32

That was rather funny.

Remind me, when did you last post something that talked about Tlou ...

[donkey40] 03/10/2018 17:11

Laurel & Hardy;
Tom & Jerry;
And & Dec;
Bill & Ben;
Ying & Yang;
and there is

Dinyang & Ftang, the happy couple on HC.

Who do you think you are kidding chaps.

[satsuma1] 03/10/2018 14:07

Donks if it goes down a few % you say its all doom and gloom and its a sign of how poor its doing. So at least stay consistent.

[the manini] 03/10/2018 14:03

Just shows then how it's ain't gonna take much to get this share price moving North!

[donkey40] 03/10/2018 13:36

Huge injection of energy - so far about 40k quid value traded. Massive!!

As always Buzz, you bring a smile to everyone