Tlou Energy Share Discussion Threads

[btfd] 20/10/2016 19:16

these are the three directors of IK Botswana investments, who snapped up 3% of the company in the placing. They've got good experience in this area, I have no doubt they can see this as a good investment to be involved in, and contribute to proceedings.http://www.bloomberg.com/research/stocks/people/person.asp?personId=8338318&privcapId=36186760http://www.bloomberg.com/research/stocks/private/person.asp?personId=22093219&privcapId=129416189https://beta.companieshouse.gov.uk/officers/zVLusdMtS5TKCkhLjm0WcKZ_OSI/appointmentsInteresting that the last one is director of UK part of Woodside energy, another large AU listed co.

[btfd] 20/10/2016 18:49

potter.. you won't see a plan to to extract gas until they've negotiated a deal with the companies already interested. and more milestones passed.one step at a time.

[mooo2] 20/10/2016 18:29

Fair post potter.

[pottermagic2310] 20/10/2016 17:15

GOLF and the great outdoors beats AIM-less BB's any day of the week... LOLs !
My position - very interested in the joint Vision of TLOU, the two 3rd Parties the Gov has approved TLOU to negotiate with and the Gov's interest itself.
Firmly believe the "Initial reserve certification" is exactly what it is and not what some would claim it to be or want to believe it to be. The lack of actual Gas Flow Rate data is also exactly what it is.
The Gov approval for TLOU to act as Negotiator with GE and others until the end of November is also exactly what it is and nothing more.
My personal position is that I don't see an actual Plan from TLOU to develop Gas extraction at Selemo. I do see TLOU moving on to explore another potential Resource 10s of KMs away. I do see the share price fluctuating between 8.5p and as high as 12.5p over a 3 month period but I'm not a day-Trader, so that doesn't interest me.
I do see the negotiation period with GE and others ending by the end of November in 5 weeks time and I do see the potential for TLOU's Leadership to possibly convince those essential/critical Partners to buy-in to the Vision and for the next tentative piece of a rather large puzzle to fall into place during November.
All of the above constitutes my position... I do see huge Risk for potentially huge Reward BUT am very nervous about the outcome of the recent re-drilling of the Selemo Wells... realistically only 7% of the hoped for Reserves appear to be most likely viable according to the Data. What are the unpublished Flow Rates NOT telling us ?? For me, I'd be happy to hear something very positive about Flow Rates first, or even that the 3rd Parties are agreeing to Terms of Reference for a co-operative deal to plan development work.

[iglenn] 20/10/2016 16:25

Potter....you are quiet for a change. Nothing to meander or misinterpret whilst your "potential" investment entry price climbs 7%.

Odd one and one that I will become more aggressive about soon :-)

[nugacity] 20/10/2016 11:04

Potter, did you try my link to audioboom? I don't have twitter and could not fathom how to get the original link to work, but audioboom works for me - simply click and wait.

Gilbey did not pinpoint a date but he actually stated it will not be long before more good news will be available. Rivals cannot reach our position for at least 2.5 years , and possibly even 5 years - so copy cat companies should not impact upon our progress. Even then, he seemed to suggest only small parcels of land were suitable. Previous 2 successes were actually in competitive arenas but there wasa big enough market for them all so it did not bother them.

Botswana has a huge domestic requirement and so does it's neighbours - it sounded very upbeat and I guess was well received.

$0.165 and £0.10p looks compatible - £0.17 is 10.53p, rather than 11p (changed the number of decimal places on my spreadsheet).

[iglenn] 20/10/2016 11:04

Tlou Energy Ltd on Wednesday said it now holds the first and only certified gas reserves to have ever been declared in Botswana


Whats there to "speculate" about.

I have a feeling your posts are either very carefully worded to undermine the company's RNS, broadcasts and PR or you are simply a nervous person who doesnt even belong on AIM where risk is the name of the market.

Would you be so kind/bold to explain quite clearly your position and/or intention.?

I hold TLOU by the way. And am more than happy to do so for the long term.

[iglenn] 20/10/2016 11:00

Gas Exploration speculator.?

Definition: The forming of a theory or conjecture without firm evidence.

Again a term that doesnt apply here.

Quote from last RNS ""I am absolutely delighted with this news; it is a very significant achievement for Tlou. Initial reserve certification is a major milestone and demonstrates the commerciality of the Lesedi CBM Project. As the first in Botswana to attain independently certified CBM reserves we are in a very strong position to progress the project further for the benefit of our shareholders and to bring a much needed and clean source of power to the people of Botswana."

[iglenn] 20/10/2016 10:55

meandering? TLOU.?

Definition: To move aimlessly and idly without fixed direction

Not really applicable here Potter.

Tell me...are you buying or just still meandering in your posts.?

[pottermagic2310] 20/10/2016 10:44

Thank Nugacity... I agree, the rise from 3.5-4p range to 8.5-12p range has already priced in the additional value related to re-confirming the potential Reserves known about for years that may still be in place and anything between that range this past 3 months and hence forth, until the approved negotiation period ends in November, is just a case of day-to-day speculation and the normal ups-and-downs of daily trading.
From your feedback and the lack of responses to my questions about the Podcast generally, the Company said nothing at all about how negotiations are proceeding with the target 3rd Parties for their commitment to Terms of Reference, a firm collaborative Plan and Investment for Pipelines, Infrastructure and development of a Power Plant.
Could this be quietly building towards a late November crescendo of loud & proud News that takes this Company away from meandering Gas Exploration speculator to National Gas-to-Power producer ?

[btfd] 20/10/2016 10:35

TLOU de risked and primed to be the only major player in a whole region. BTFD and hold.EUA de risked and set to rise exponentially. BTFD and hold.SAR de risked with major payments on route and next level imminent. BTFD and hold.

[fission453] 20/10/2016 10:12

Now we are getting some assemblance of reality!

[effiert] 20/10/2016 10:03

Break 10p and its onto 15p levels

[btfd] 20/10/2016 09:59

hope you bought the dip. now hold the rally. 18p incoming. eua next, back to 1p +

[ftangftang] 20/10/2016 09:55

RNS

Tlou Energy is an AIM and ASX listed company focused on delivering power in Botswana through the development of coal bed methane ('CBM') projects. Botswana has a severe energy shortage and is currently relying on expensive imported power and diesel generation to deliver its requirements. However, as the 100% owners of the most advanced gas project in the country, the Lesedi CBM Project ('Lesedi'), Tlou Energy provides investors with access to a compelling immediate and longer term opportunity using domestic gas to produce power and displace the expensive diesel and import market.

The Company is led by an experienced Board, management and advisory team including individuals with successful track records in the Australian CBM industry.

Since establishment in 2009 the Company has significantly de-risked the project in consideration of its goal to become a significant gas to power producer. The Company has the most advanced CBM project in Botswana with gas flaring at its Selemo wells. It holds 10 prospecting licences covering an area of 8,300Km(2) and the Lesedi project already benefits from significant, independently certified contingent resources of 3.3 trillion cubic feet (TCF) (3C). Following completion of the current gas flow tests at Selemo the Company is looking to book certified gas reserves, thereby becoming the first company in Botswana to do so.

The first planned gas-to-power solution is expected to be delivered through a scalable project with the Botswana Government. Following successful implementation of this project the Company plans larger projects to provide further power to Botswana and the southern African region.

cheers
ft ft

[l2e] 20/10/2016 09:53

Post 1006 effiert, blatant ramp of another company on the wrong board. Stick to subject and company matter..

[fission453] 20/10/2016 09:45

Go on, that's my boy!

[effiert] 20/10/2016 08:40

It is.

o/t COPL about to drill the biggest drill with EXXON in recent years. Fully funded and two drills being paid for by EXXON. going to be a big mover over the coming weeks.

500 million barrels, price in the ground 3.5billion value , that's £2.65 billion pound, Exxon would surely take them out, at for example 50% discount equates to £2 share IMHO not often a chance like this comes along check the Warren Irvin interview, he s not seen anything like this in 30 years

[tromso1] 20/10/2016 07:11

Oh yes, 26.9% up in Australia overnight. Nice.

A similar bounce here would be good.

[parisv] 20/10/2016 06:47

That's 10.31p

[nugacity] 20/10/2016 01:51

Waiting for Trump v Clinton and looked at TOU - currently shows $0.15 / $0.155 sell / buy .

Best in a while, so tomorrow may be good over here too.

2am now and buy/sell is $0.17 / $0.155 ..... podcast seems to have impressed the convicts.

3:50am and $0.17 buy shown on TDD , and $16.5 on
which should be reflected between 10p and 11p first thing on AIM (if ASX holds) .....