Tlou Energy Share Discussion Threads

[donkey40] 11/10/2018 15:33

Nah, will hang around McGoo innthe hope one day U post just once about the company (not me).

Buzz, nobody disputing the advantage of a scalable approach. Disputing the perception of 2 to 10 delivery, and attendant inefficiencies this creates. They are going to deliver 2mw into the grid at Serowe (is the plan). That is 100km away - what is cost of transmission line and equipment + who pays for this. There are Zero economies of scale in this Capex model - ZERO.

Hence my suspicion this is all BS from management and what they are really building towards is selling gas to Orapa.

[mgellie] 11/10/2018 15:13

Best just forget tlou then donkey. Suggest you move on as it is clearly a company you could not invest in as things are so dire. Bye bye

[ftangftang] 11/10/2018 14:20

Drilling announcement by early next week

Cheers
Ft ft

[ftangftang] 11/10/2018 14:01

88 Energy (88E) Tlou Energy (TLOU) Safestay (SSTY) and Chris Bailey on (CAKE) (DNLM) (SMWH) (HL.)?Justin WaiteDaily Podcast with Justin Waite13:48, 11th October 2018Podcast with colm in 30 minutes Cheers Ft ft

[blisters] 11/10/2018 13:29

Well, for the first time in his entire sad, sorry life, BuzzyBoy has been proven correct.

What was that he stated on 29th Aug 2018?: "Someone's building a stake
Won't be getting them in the 6s for much longer at this rate Imo.
Cheers
Buzz"

And what is today's buy price? 9,719 shares bought for 5.65p at 12:58. That must be the latest and greatest BuzzyBoy cheeky Top-up. It would be rude not to and all that guff.

Ha Ha Ha !!!

[donkey40] 11/10/2018 10:41

Panini - how to break this to you. The RFP is for up to 100mw power generation. Tlou’s response to the invite to respond or tender is to bid for 2mw initially rising to 10mw. That’s it.

As I say - the messaging in their RNS is all too often disingenuous. Phone a Friend; ask the audience - but rethink your expectations on this for your own sake !!

In any event, dooms day is kicking off now. We are all cooked.

[satsuma1] 11/10/2018 07:39

Cheers for answering Donks

[adorling] 11/10/2018 07:11

donkey 😂😂😂 such a sociopath!

[the manini] 11/10/2018 06:46

It's not my 'interpretation' it's in black and white in the RNS the bid is for a coal bed methane power plant UP TO 100MW. So they'll start small and gradually ramp up production as/when needed/required. Factors that affect that scale up will include (but not be limited to), demand, cost of infrastructure, market price of the fuel, reserves/flow rates, time, political will, etc. etc. but the most important thing is winning this first contract and getting connected to the grid for the huge potential benefits of the power sharing agreement across southern African nations.

[donkey40] 11/10/2018 01:06

So your interpretation of this is Tlou are bidding for how many MW ?

[the manini] 10/10/2018 23:49

Tlou Energy Limited... has submitted its response to the Request for Proposal ("RFP") from Botswana's Ministry of Mineral Resources...for the development of UP TO 100MW of CBM fuelled pilot power plants in Botswana.UPTO 100WW it's there in black and white!Tlou's proposal involves the development of a CBM Gas-to-Power project in stages with an INITIAL development of up to 10MWAn INITIAL development of up to 10MW is planned. This will start with the first 2MW of power which can be expanded as further drilling is conducted and additional gas becomes available.Are you not reading this EY AW? Or just trying to spin it in a negative manner for your own ends?No information is available about the other bid so we don't know what their plans involve and they don't even have the relevant licences let alone a credible plan/means to fund!

[donkey40] 10/10/2018 23:22

Usual quality from Buzz and McGoo - zero, nada zip about Tlou.

I see no reason for 2mw to turbo-boost the share price

[donkey40] 10/10/2018 23:19

Sats - they have listed on 3 exchanges now and spent most of that cash raised. I don’t believe they pay themselves unreasonable salaries - but now that you ask, I will look through Annual Reports for a sense of the % of cash raised spent on Management salaries over the years.

But as answer to your first part question - of course they don’t exist just to pay employees salary. But looking back and because of the delays, so much of the money raised has been spent on salaries.

As to my suspected reasoning - everyone generally starts with good intentions, Tlou included, of making returns for shareholders. Progress was much slower than no doubt planned - costs money. But their messaging has imo consistently been over-hyped and disingenuous. And once started, it’s tough to back track.

By way of example - they claim to be most advanced CBM player. Yet Sekaname are bidding apparently for full 100mw and Tlou initially 2mw. They got to have some skills, capability, resources, etc. 2mw bid is inconsistent with their oft stated dominant position. Only reason Tlou claim most advanced is coz they make a big thing of EIA and ML. If Sekaname don’t yet have this, maybe it isn’t so necessary so early in project delivery... Just a thought.

[mgellie] 10/10/2018 22:56

When backed into a corner best send blisters in!! Eeeawww

[blisters] 10/10/2018 21:09

Fair Do's Sats. You are, of course, correct.

[satsuma1] 10/10/2018 21:04

Blister i know it was you, if you read things properly you'd know i never said Donks asked me the question. And again, you yourself said it was a rhetorical question for me to ponder so i had no reason to respond. Is english not your first language?

[the manini] 10/10/2018 20:26

It's a bit of a pity the news landed on a day when the AIM index as a whole fell 3.33% otherwise I think we could have moved up considerably more. I'm sure we will do going forward as the general market improves. Anyone know if we will hear if the other bidder gets a proposal in?

[blisters] 10/10/2018 20:20

Naughty Sats. It was me that asked the question: What is the worst thing that could happen to Tlou Energy? And you still haven't answered the question. So, now that you have asked yourself that question and had ample time to ponder the possible worst case scenarios - what is your answer Sats?

[satsuma1] 10/10/2018 19:35

Donkey having berated me for not answering a question a week or so back (even though it had been a rhetorical one), can you not follow your own rules and answer my question?