Tlou Energy Share Discussion Threads

[wheniamfree] 12/4/2017 07:41

Interesting how IPC are now development partner to tlou and are set to bring funding to the table.

Now quantum who are well established are at the table with a new package setup ideally for IPP in Africa with phase 1 being announced as Botswana also.

[money4me] 11/4/2017 21:27

yes looks like some serious business with IPC

[wheniamfree] 11/4/2017 21:11

Cezary/Ginko - don't buy then nobody is making you. If you don't want in then move on.

[wheniamfree] 11/4/2017 21:10

This looks very promising

[ginko3] 11/4/2017 19:29

Why 10p in summer. What reason is there for me to buy shares now; is there any reason to think that I wont be able to get them for 5.5p ish next week?

[money4me] 11/4/2017 14:00

shares were dished out at 6p so don't think it will hit 4p. Should be 10p in summer

[cezary2] 11/4/2017 08:25

Heading down to sub 4p! or not!

[sdavis] 11/4/2017 08:20

To my mind the recent issue has placed a short term stranglehold on the share price at around the 6 - 7p range.

[wheniamfree] 06/4/2017 20:49

Personally not sure on the 40% comment where has that come from?
Initially revenues of $100-$150m would be used to steadily reduce debt. There will of course be some profit but not sure it would be so steep p/a. Even at 10% it would add significant upside to the company value. Let us wait and see.

[pottermagic2310] 06/4/2017 11:49

Looking at this from a "how to do good Business" perspective, if TLOU (TG) genuinely publicised a 40% Profit (after all operating Costs?) then considering the current state of affairs the 'locals' face with Energy/Power availability/costs/environmental impact, you'd expect the Gov to demand a much better deal.

So, either that 40% figure is incorrect/out of context, or the Business has been extremely foolish and either way it's never likely to be a reality now it's in the Public domain.

.... it's all a Dream !

[alexios1201] 06/4/2017 06:41

Pricing for gas sales$0.09-0.15/kwhTG stated that 100Mw $100-150M revenue40% profit

[wheniamfree] 04/4/2017 14:46

You don't know flow rates, they won't disclose until pricing has been agreed with offtake and rightly so. This was summarised in the initial webinar way before reserves were booked and makes absolute business sense.
Sufficient flow rates for SRK to book reserves and the pricing used in the survey was very conservative so anything above should add $$ to the profit.

[pottermagic2310] 04/4/2017 11:10

LOLs... a few more Earthquakes and they might have some reasonably good Flow Rates to report... LOLs
Might mean some additional Gas leaking upwards to boost the Reserves too !!

;-)

[money4me] 04/4/2017 07:45

maybe it loosened up some gas

[snickerdog] 04/4/2017 06:23

All good no damage to camp or production testing operations from the earthquake

[ftangftang] 03/4/2017 01:04

Lesedi Project Area – Licence Renewals

The Lesedi project consists of five CBM prospecting licences in Botswana covering an area of
approximately 3,800km2. These licences are currently the focal point for the Company’s operations
and include the Selemo project area where the company has been producing gas for an extended
period.
Renewal applications for three key prospecting licences (PL 001, 002, 003/2004) were submitted to
Botswana’s Ministry of Minerals, Energy and Water Resources (“MMEWR”) in December 2016.
MMEWR has confirmed that these licences have been renewed for a further two-year term to 31
March 2019. The area covered by these licences is of significant importance to Tlou and subject to
results of the ongoing field operations the Company may convert part of these prospecting licence
areas to a Mining Licence during the term of the current renewal period. A Mining Licence is required
prior to the commencement of full field development.

cheers
ft ft

[scarymonster] 31/3/2017 09:48

nearly time to buy some or wait for 4p ?

[cezary2] 31/3/2017 09:32

All this not reflected in sp!

[wheniamfree] 31/3/2017 07:56

I am just listening to some other podcasts I didn't realise there were so many. Just seen there is a full list of them here


hxxp://tlouenergy.wordpress.com/podcasts-media/

[ff2345] 30/3/2017 02:46

Great interview with IPC: well worth a listen to get a feel for the potential here.

Very encouraging.

[wheniamfree] 29/3/2017 15:19

Site has been updated by owner

[money4me] 29/3/2017 11:59

the staged progress and deliver of the tender info should see some progress in the share price

[pottermagic2310] 29/3/2017 10:48

So that's the same Project info churned out all over again... but nicely done.

The current £5m will be 'invested' up 'til this time next year attempting to put a definitive Plan in place and kick-off all Project development work from that time, assuming requisite Funds, Partners & Licenses/approvals are all in place AND that the Gov are happy with the RFP and detailed Plans to achieve a fully developed Operation.

I'll be back this time next year to check how the RFP with the Gov has gone.
Seems like it will be trickling along like this for the next 12 months.

[money4me] 29/3/2017 07:43

thanks. just sit and wait