Tlou Energy Share Discussion Threads

[donkey40] 26/11/2018 13:35

Time to sell ??

[donkey40] 23/11/2018 20:09

Does anyone know if they appointed the Owner Engineer and Transaction Advisor yet?
If not, given they are supposedly advising on CBM development in Botswana and also on gas to Orapa, then pretty unlikely the RFP is going to be awarded beforehand.

[mr.oz] 21/11/2018 20:29

After some lucid posts, back on the filter for dullness. Boring.

[donkey40] 21/11/2018 18:34

Maybe Olda but definitely NOTa wisea - suggesting that coz a local asset manager has invested part of the funds given them by BPOPF in Tlou means ‘it’s only a matter of time’ - displays a very infantile understanding of contractual and regulatory obligations and processes around money mgmt.
Rather typical of the dis and mis - information the herd there would have posters believe.
But hey, all is good. Tidd is still around, not posting much due to ‘personal issues’ but he is Long and strong and happy with his lot. And suggests everyone ignores the short term noise.
Mate - I think all the noise was when you were posting on Tlou at your peak. And given that has rather diminished ie you are no longer able to command the stage, you have ‘personal issues’.....
Hope you get them sorted.

[donkey40] 21/11/2018 09:54

13.8.18 - equipment arriving onsite ahead of drilling of lateral and vertical pilot prod wells, spudding first well in Sept once critical Long lead items are onsite. These assets will reduce company reliance on mobilising expensive 3rd party equipment and personnel for drilling and lead to local experience and create further employment opportunities.

AGM - these new wells will be drilled into early 2019...

22.10.18 - Tlou will drill the Lesedi prod wells as dual lateral pods comprising a single vertical prod well interested by 2 lateral wells. This will be followed by prod testing ...

6.11.18 - thereafter lateral sections of wells will be drilled using specialist directional drilling equipment....

So, YET AGAIN, they create expectations in early announcements and then when we get to the sharp end of actually executing, they change the messaging. Yday Colm said drilling the vertical wells was completed and start of drilling the lateral wells would be in January - with Xmas and NY, that is a 2 month break.

Now tell me, how many shareholders were expecting a 2 month break in the drill campaign once they started. I know I wasn’t.

Another example of loose and disingenuous messaging by mgmt. Not good.

[andrewsr] 20/11/2018 17:02

They would have to give priority to the RFP contract, so they can't really secure other contracts until the Botswana contract is resolved, but if they missed out, they would be ready to go with the other options.

[ginko3] 20/11/2018 15:16

There may be many routes to market but the point is that NONE of them have been secured yet. It is vital to have confirmed that once available the gas can be sold and an income generated.

[the manini] 20/11/2018 14:21

Colm on this afternoon's vox markets podcast..

[money4me] 20/11/2018 14:02

i think the RFP is a lot more useful to demonstrate the support for this industry. it would hopefully be a catalyst for TLOU and make investors interested. if they could get on and just sell gas why are they not doing it quicker

[andrewsr] 20/11/2018 12:12

There are plenty of routes to market, even to surrounding countries. IMHO people are obsessing about this RFP for the Botswana government. If they don't get it they just carry on with the 2 MW pilot project to prove the concept and metrics, scale it up progressively and then flog the power to all and sundry. The RFP submission is more like a courtesy to the government, to oblige if they can. If they succeed, fine, they put all their resources to the 100 MW scheme, but if not, it's not really a problem, they can just focus on plenty of other opportunities, such is the shortage of power in the region.

[ginko3] 20/11/2018 08:48

Good update this morning that clearly shows progress however I fear that there will be no strong improvement in the share price until they can confirm a route to market; that a deal has been done or that there is an actual date for a decision regarding the tender.

[paleje] 20/11/2018 08:04

Yes thanks saw the update, just don't understand posters who do that so excessively.

[adorling] 20/11/2018 07:41

Paleje - Don’t waste your breath asking “IT” that question. He is not a holder. Better to focus on the excellent operations update this morning. Clearly making good progress on drilling at Lesedi.

[paleje] 20/11/2018 00:24

Donkey40, you post a heck of a lot on this board. Are you a holder? If so, why? If not, why do you post here?

[donkey40] 19/11/2018 22:32

5 weeks after tender was submitted in 2017 was when the share price started to trend up, as the speculators came sniffing. This Wednesday marks 6 weeks since 10th October submission of retender. If history was to repeat then the price should be trending up now. But then probably once bitten, twice shy. And markets are very different now to this time 2017.

One thing I will say, based on everything I have read and heard, both Tlou and Sekaname will be awarded under the tender. It makes no sense not to give them both what they ask for - especially as the cost and risk belongs to them both (not Govt). And since Tlou capitulated and only bid for a small ‘2 up to 10mw’ bid, then all eyes are on Sekaname for 2 reasons. One to see what they are awarded. And 2 to see how they make fools out of the LSE muppets who still believe Tlou are 3 to 4 years ahead of Sekaname due to Environmental progress. I must admit I am increasingly intrigued as to how this will all play out now.

One thing I am pretty sure about - those that listened to their false prophet are going to be mightily humped at him and themselves!!

[donkey40] 19/11/2018 20:04

The whole project is out of Sekaname reach - someone ask NoEasy to explain that please. It defies logic that Tlou followers think they are the only game in town.

[blisters] 19/11/2018 15:55

Ha Ha Ha!! And now poster Earls, states with all the authority of a plank, that today's 9 percent crash is a "tree shake". Well, Earls and Whendy and Sats and BuzzyBoy, off you go outside and find a nice oak, or pine, or birch or yew tree and give it a right good shake. What happens? That's right, the same as what this useless Tlou Bod have achieved and will achieve as well as the eventual and certain valuation of your investment in this useless share - NOTHING !!!

Ha Ha Ha !!