Tlou Energy Share Discussion Threads

[cherrylady] 04/7/2020 10:07

BlackburnRover, "this" does not convey what your question is about?

Here's your answer , thanks for asking, what a way to start the day, brilliant video!

...

[cherrylady] 04/7/2020 09:33

Which bit of "dead" did you not understand little boy?

If you had been in charge, we'd have been chasing 100Mw like your friends at Sekaname, and our liabilities would be such by the time Covid struck that we would be "dead"!

TG's approach has always been beyond your imagination, but most things are unless they are gloomy!

[donkey40] 04/7/2020 01:43

Brad - best you stick to chit chatting about fx and spread matters and which Brokers are better at sending out Custodial / Corporate Actions details. At least then you are in a world you understand.....

PS the purpose of this placing is to raise cash in order to survive first and secondly hopefully progress. Doh!

[donkey40] 03/7/2020 23:17

Well said Myfirstmillion !! Brad is easily the most stubborn olde donkey I have ever met. Constant transmit that St Tony will make everything a-okay for all of us. You would think, with all his sage years of knowledge and experience he actually would have the odd brain cell lurking in there somewhere....

As I said yonks ago - he only knows Transmit Mode. Bore of the century !

[donkey40] 03/7/2020 11:48

Covid in South Africa - spreading like wildfire now ...
Hmm. Not good.

Neither is the current stand off between SA Govt and Bots Govt over the appointment of AfriForum to pressure SA Govt to provide details of Ramaposa’s sister in law aided and abetted corruption and money laundering by previous President Khama and his buddies.... This will grind Bots to a complete stand still if it isn’t readily resolved imo.

Be interesting to see if BPOPF subscribe for their rights, especially given they sacked Africa Alliance mandate to manage their funds. If they don’t, then hard to see the RI being more than 50% successful. Trading 2.1 pence today - oh dear. Yes some people are selling to pay for their rights, but really the bulk of that would have been done sooner than last day.

I said it before; I’ll say it again - 2020 is another year written off with little progress to show for a couple of $’million paid in salaries.... Things definitely are not going according to plan !!

[donkey40] 02/7/2020 19:05

Given that Govts of S Africa and Bots are in a stand off (of sorts) over Bots appointment of AfriForum (to pursue legal matters in SA), how do people view this affecting Botswana and ultimately Tlou - given 80-90% of goods imported to Bots come from SA?

Supply chain squeeze ahead perhaps until Masisi and team tow the line again perhaps .....

[cherrylady] 02/7/2020 09:17

Table 6 in Irena's document makes it very clear that only Botswana has no Hydro power.
Little did they know their major river was in the Lesedi coal seams :O)

The guy I met in hospital doubted Botswana needed electricity from CBM because they all have Hydro in abundance in Africa. Botswana stands out from the other listed countries as having no hydro either existing or planned!

That alone is justification enough for TLOU's presence in Botswana. T'others have Hydro 24/7 and are looking towards Solar for a booster in daylight.
Botswana has SFA 24/7 and is looking at CBM to be their salvation for 24/7 clean energy and also Solar as a daytime boost.

It makes sense to me Donk. Table 3 shows Wind is present in Botswana - our 2Mw fart increases the potential there, and once we are up and running across Lesedi, Mamba, and Boomslang , Botswana will be a very smelly country.

Awful news here too..

[donkey40] 02/7/2020 00:53

A bit dated but anyways:




2mw, even 10 or 20mw is basically like a loud fart in the overall context of power generation needs....

And given SA and Namibia have integrated plans for power generation solutions, isn’t it wonderful that Tony decided Bots was the just Simply The Best destination globally to go for his hat-trick. I’m Increasingly wondering If his selection process was more akin to Pin the Tail on me ......

[blackburnrover] 01/7/2020 17:19

What does this even mean. Sorry I'm a real novice who bought in to this a while back !!

[napoleon 14th] 30/6/2020 20:20

So much filtered that I read about 1 post per page!

Basket case here, glad I sold years ago.

[donkey40] 29/6/2020 19:24

Finally we are getting some dirt on BPC and why there is nobody home at the top. How on earth did Botswana kid the international community for so long that it was a Low corruption place. Dear oh dear.

“An enquiry into BPC tenders uncovers rotting corruption. A confidential report from enquiry on the award of tenders at Botswana Power Corporation (BPC) has recommended that key employees within the organisation be subjected to a Declaration of Assets exercise in a bid to find if they have been part of improper award of tenders cabal.

The confidential report seen by this publication was commissioned to give an overview on how procurement of equipment (imports) is conducted and awarded at BPC. The report titled “Enquiry into BPC tenders” which was released last month (5 May 2020), recommends that the organisation should be clear from the start whether they use selective tender or open tender process and which one will work for them.

“There is a serious public outcry especially local entrepreneurs who have shared their frustrations inflicted on them by BPC for lack of transparency nor consistency in their processes,” noted the report. According to the report, BPC has proved to be disregarding Government’s initiative to drive Citizen Empowerment, their approach non-committal unpatriotic.

“For individual local companies to be able to purchase a tender they have to pay an arm and a half, for example some tenders are going for P7, 500. This will look to be lucrative tender where an individual will hope to be rewarded one day or the other,” the report indicated.

“Tenders as big as this one, costing millions of Pula is not locals, although this has not been made clear, the trend is that a selective tender will be done in the background whereby only manufacturers mainly from South Africa will be invited (they pay zero for tenders). One may wonder why a selective tender was not run in the first place without collecting hard earned money from Batswana and then abandon them.”

However, the report observed that, of the many tenders that are floated at BPC for importing of equipment or goods, less than 25 percent of the total annual budget of tenders is awarded to Batswana (local companies) and for that matter a selected few. “The bulk of these awards are secretly given on selective tenders on the pretext that the tenders are of urgent requirements. Even during their selective tenders there are those untouchable companies (SA manufacturers) which will always be awarded, these are major beneficiaries of BPC annual budget,”’; the report observed.“

[uncle andy] 29/6/2020 14:53

Ex-entitlement Date: 19th June 2020
Entitlement ratio: 1-for-6
Subscription ratio: 1-for-1
Exercise price: GBP0.022 per new share
New shares: 20th July 2020

[cherrylady] 29/6/2020 13:11

Folks you have it from the horse's mouth (an inferior horse actually) if you want disengenuous twaddle then you can rely on Donkey. Fact? Agreed!

"I wonder why Tony’s total shares held has increased from 13.6m per the 2019 Annual Report" Fact? Fiction? Disengenuous? 2 of 3 agreed!

The evidence doesn't matter! 15.4M back in 2014 , and increasing numbers freely available of the TLOU site's annual reports ever since - no mystery at all - except in the mind of our four legged friend (The Lone Ranger, very alone I think).

[donkey40] 29/6/2020 10:38

I been right pretty much 100% since 2017.... and will continue being the only voice of reason and sense on Tlou message boards for as long as they keep posting their disingenuous twaddle. Fact!

[cherrylady] 29/6/2020 09:33

Previous 6 years are all there (mouse wheel works to expand but not too clear to read).
I have the individual components too showing TLOU are transparent about shareholdings going back as long as you like!

e.g. here is 2014



I'm sorry Donk , your mistrust of TG will take you to an early grave.
None of your conspiracies add up - imho!

You'll see TG had more than 13.6M back in 2014!


"As always, you focus on the small stuff."????

As always your criticism of me reflects right back at you. It is incredible how Mr Right is so Mr Wong so Mr Often.

[cherrylady] 29/6/2020 08:46

You are so unaware of what goes on - the paragraph I quoted clearly states exactly what it is! "Key management personnel shareholdings"!
Nothing to do with the top 20 at all - the NME used to do that!


Page 14 (You'll see why I took a photo - it did not cut and paste at all well, and I couldn't be bothered to reformat it.

Word......a mess
Key management personnel shareholdings The number of ordinary shares in Tlou Energy Limited held by each key management person of the consolidated entity during the financial year is as follows: 30 June 2019 Balance at beginning of year Granted as remuneration during the year Additions Disposals Balance at date of resignation / appointment Balance at end of year M McIver 696,088 ‐ 116,014 ‐ ‐ 812,102 A Gilby 18,196,487 ‐ 3,505,302 ‐ ‐ 21,701,789 G Gabaake 330,857 ‐ ‐ ‐ ‐ 330,857 C Cloonan 669,525 ‐ 411,587 ‐ ‐ 1,081,112 H Swire 3,064,366‐ 1,495,726‐ ‐ 4,560,092L Mohohlo ‐ ‐ ‐ ‐ ‐ ‐ S Rowland 250,000‐ ‐ ‐ ‐ 250,00023,207,323 ‐ 5,528,629 ‐ ‐ 28,735,952
Notepad.....better
Key management personnel shareholdings The number of ordinary shares in Tlou Energy Limited held by each key management person of the consolidated entity during the financial year is as follows: 30 June 2019
Balance at beginning of year Granted as remuneration during the year Additions Disposals Balance at date of resignation / appointment Balance at end of year
M McIver 696,088 ‐ 116,014 ‐ ‐ 812,102
A Gilby 18,196,487 ‐ 3,505,302 ‐ ‐ 21,701,789
G Gabaake 330,857 ‐ ‐ ‐ ‐ 330,857
C Cloonan 669,525 ‐ 411,587 ‐ ‐ 1,081,112
H Swire 3,064,366‐ 1,495,726‐ ‐ 4,560,092
L Mohohlo ‐ ‐ ‐ ‐ ‐ ‐
S Rowland 250,000‐ ‐ ‐ ‐ 250,00023,207,323 ‐ 5,528,629 ‐ ‐ 28,735,952

[donkey40] 29/6/2020 02:20

So you looked at the 2019 Annual Report page with top 20 shareholders then ...

As always, you focus on the small stuff.

[cherrylady] 29/6/2020 02:16

We know you talk rubbish.
No mention of the RNS that showed TG's purchase of near 300k shares to bring up the 21.98million from around 21.6M (not your 13.6M)!
Took about 3 minutes to find the 19M in the 2019 annual report, and that RNS - you haven't a clue - you are lucky TG isn't inclined to take libellous action against your lies.

3rd Sep 2019 12:28 pm RNS Tlou Energy Ltd - Managing Director Share Purchase

[donkey40] 27/6/2020 23:24

I wonder why Tony’s total shares held has increased from 13.6m per the 2019 Annual Report to now being (per the June presentation) 22.0m ? I don’t remember any filings in the in-between period to say Tony’s direct and indirect shareholding has changed ... Oh well just more mystery to add to the Tlou jigsaw.

Definitely interesting to compare the details of the 20 Largest Holders in the 2019, 2018 and 2017 Annual Reports. The Nominees structure disguises the reality of true ultimate beneficial ownership but it does highlight those shareholders keen on trading Tlou shares.

[cherrylady] 27/6/2020 18:26

HS2 plans are possibly ADVANCED , compulsory purchases would suggest to folk moving out of their houses that they are very advanced. No way is HS2 imminent?

[donkey40] 26/6/2020 16:26

Yup, that’s why we are all here - just to make a couple of grande. You are such a petty cash, closed minded individual.

You have a great weekend Brad - wondering if the spread widens or narrows a couple of points, whether you are up or down a few hundred quid, whether the share price trends in and around the offer price, whether ASX price is out of kilter with AIM price and what that means (the rest of us know it means FA given there is no volume being traded).

It’s all good Brad. In Tony we all place our whole-hearted, unadulterated, blind and totally loving trust! We can all sleep safe and sound knowing we are in great hands !!

Great finish to the week - all the 2s - yup 2.22 pence. Isn’t that just amazing! Great job. Where is the funding from BDC - still advanced ?! Advanced means it is imminent - is it imminent Tony ??