Tlou Energy Share Discussion Threads

[pottermagic2310] 26/4/2017 09:56

So 20% dilution all-in-all so that they can continue to explore for additional Reserves because the actual Reserves confirmed are simply nowhere near good enough to sustain the proposed Plant and Government's energy needs... PLUS... the Flow Rates aren't there for the little Reserves that are confirmed.
WAKEY, WAKEY !!!!

[timw3] 26/4/2017 09:48

certainly more fun then watching the share price and constant dilution here,

[ftangftang] 26/4/2017 09:47

good tantrum well done
now off to antisocial media
you will have more fun there

cheers
ft ft

[timw3] 26/4/2017 09:33

fools and their money!! Keep handing it to this lifestyle company!

[andrewsr] 26/4/2017 09:31

Having trouble reading plain English? You need to get back to those illiterates on Twitter.

[andrewsr] 26/4/2017 09:25

Calm down Tim, they've stated what the funds are being used for, not just on-going admin as previously envisaged. Good luck with relying on Twitter for your judgement.

[zengas] 26/4/2017 09:11

I've looked at this a number of times re potentially investing. The share price was previously 12p and 10p at various times.

I don't buy the argument that they don't want to publish the flow rates because of being commercially sensitive. I think that is a total red herring. The rates imo are still too low and if they were good they would have published them which realistically would have driven the share price much further than their previous highs. Instead they are diluting at their lows raising cash when they should put positive news out and thus reduce the dilution and get their cash needs at a much higher price.

216m shares when they came to market in Nov 2015 and placing was 6.5p. Today 304m in issue and a placing at 6p. If the flow rates (and reserves) were good then raise the cash on the back of that at a significant premium.

They have been here since 2009 and 8 years later the reserves are pitifully small at the equivalent of 650,000 boe P2, falling far short of the analysts expectations.

I don't see Tlou tying up all the available MW sales potential. There are new entrants (Strata-x not that long ago) who will all want and expect access for their in country investment.

The input from CBM as a whole amongst a number of players imo will be small and increase via modules over time and the government will make up the balance from their traditional energy supply which they gradually hope to reduce reliance on. That's why I don't see the rationale for some saying secrecy is the name of the game that they supposedly don't want the government to know the flow rates which might affect their pricing re supply. I would have thought the ministry for mines etc gets access to the data, periodic reports and outcomes in relation to the licence and i'd be very surprised if that is not the case.

[timw3] 26/4/2017 08:55

Any company that CLEARLY states in a podcast they are fully funded for 12 months to then raise 2 months after cannot be trusted imo!!!

Tell that to the FCA!!

[mr.oz] 26/4/2017 08:52

TLOU investor appetite appears OK to me
PI traders , not so

[timw3] 26/4/2017 08:49

Have a look on Twitter and see for yourself!!!

[andrewsr] 26/4/2017 08:36

Which investors do you know are losing trust other than yourself? If you think Tlou are stating lies, write to the FCA and let us know how you get on.

[timw3] 26/4/2017 08:07

I think tlou are rapidly losing trust with investors. Always suspicious of this type of thing " Due to demand from..."

[money4me] 26/4/2017 07:51

now they can get on and deliver

[supercity] 26/4/2017 07:43

To be fair this one was announced 4 weeks ago

[oilandgas1] 24/4/2017 14:53

opps wrong thread meant for ARS BB!

[oilandgas1] 24/4/2017 14:53

Hi guys,

Someone mentioned that we are due news in the next 1-2 weeks ..

1) a license update
2) Metallurgy update
3) Resource upgrade (like Aminex I hope! or better)
4) 3 holes currently being drilled

also ..
1) copper up today aswell
2) a new railway line will be built nearby for transporting mined metals.

[mr.oz] 21/4/2017 11:16

In the grand scheme of things 7p is likely to be 6p-ish

[kmann] 21/4/2017 11:03

I'll wait for 6p-ish.

[wheniamfree] 20/4/2017 20:42

Oilandgas page 11

hxxp://tlouenergy.com/wp-content/uploads/2017/03/170310-Shore-Capital-Research.pdf

[wheniamfree] 20/4/2017 20:39

oilandgas there was a recent broker note issued from shorecap. On one of the pages was and extract from the project log with anticipated dates for each step. Could be worth you looking it up for reference.

The dates of course are not set in stone but offer a guide on the plan. One thing I will say is, with the mention of expediting the project I would be inclined to think these dates will move forward as opposed to move back. As such drilling and seismic in my opinion should materialise sooner than anticipated.

[oilandgas1] 20/4/2017 17:38

@wheniamfree - thanks

Any timescale s for this year on the following:
"Plenty of news to come, drilling and 2D seismic for additional reserves via cash already raised."

[ginko3] 20/4/2017 15:26

Wont be back to 6p unless they do another share purchase plan and only value themselves at 6p. They have however said that they are funded for the rest of this year so no reason to think they will. IMO 7p is still a v good price and expect next news to take it back to 9...ish.