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Share Name | Share Symbol | Market | Type | Share ISIN | Share Description |
---|---|---|---|---|---|
Tlou Energy Limited | LSE:TLOU | London | Ordinary Share | AU000000TOU2 | ORD NPV (DI) |
Price Change | % Change | Share Price | Bid Price | Offer Price | High Price | Low Price | Open Price | Shares Traded | Last Trade | |
---|---|---|---|---|---|---|---|---|---|---|
0.00 | 0.00% | 2.30 | 2.10 | 2.50 | 2.30 | 2.30 | 2.30 | 40,842 | 08:00:23 |
Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
---|---|---|---|---|---|
Leather Tanning & Finishing | 0 | -4.24M | -0.0039 | -10.26 | 43.06M |
Date | Subject | Author | Discuss |
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30/5/2017 12:39 | Ok, thanks for that. Will wait it out:) | ch1rp | |
30/5/2017 12:12 | My view is there is no real short term milestones which will drive the SP, What would help.. IMHO.. 1) a definitive day for RFP response in Jul 2) key target drills/ seismic plans and high level estimates for reserves with dates. 3) likely timetable but not definitive enough Jun -Sep: ongoing flow testing results July17: mamba drilling plan? 2018 Q2: agree PPA and funding 2018 h2: commence drilling and build power station and pipelines x2 to morupule (100km) and Orapa(150km) Sit and wait or sell up and buy back later .. | oilandgas1 | |
30/5/2017 10:11 | I'm not getting why the price isn't rocketing on this share. Everything looks like a rosy future. Anyone able to shed light? | ch1rp | |
24/5/2017 06:48 | Tlou Proactive Interview Q - Where are you with the main project Lesedi? The main project is progressing very well and as you are aware, we have the only independently certified gas reserves and resources in the entire country of Botswana and we are the only company with full upstream environmental approval to go into further development. We are very well placed and that is all under the heading of having a government sanctioned 100 MW power project as well which we are looking at providing the documents in July to submit to that tender. Q - So well placed to submit those documents in July - when do you expect to hear back? - We are quietly confident that it shouldn’t take too long based upon the previous coal awards in the past. Q - In terms of Lesedi itself, in the Quarter you achieved quite a significant increase in reserves, please run us through some of the detail there? Indeed, we established First Gas reserves in the entire country towards the end of last year (2016). This year we were able to upgrade those reserves on the back of assessment of additional data in the field and this was a significant increase and included the first gas reserves in our Mamba project too which is adjacent to Lesedi. In all we have over 100 % interest in over 8000 square km and we have independently certified reserves in both of those project areas. Q - On back of a number of raises now have A$7m (about £4m) in bank - how has that been earmarked and where are you looking to spend it in terms of work going forward? The plan this year (or second half of this year) is to do additional work on the ground with these funds and the funds currently in the bank and we are fully funded for the programme that is designed to add additional reserves at both Lesedi and Mamba. That will continue to strengthen position as the principle proponent to be able to fulfil the requirements of the 100 MW power project which the government recently has sought from potential producers in the country. Q - You Already producing at Selemo which is your pilot project - is this one of 5 licences? Within Selemo this is one of five and Selemo has ben flaring gas now for over 12 months. It is getting on to be quite a significant period of time and the reserve certifier wants to see longevity and the longer that flows it more confidence they have to give us the reserves. Q - Tell us about your own background Tony, have you been there since day one? I have indeed, I was one of the co-founders of the company, and I initially started as Non-Executive Director and took over as CEO / MD when we took it to the market, initially the ASX and then the dual listing on AIM. My two previous companies before that which I was a co-founder of did extremely well on the Australian market in the CBM space and they were taken over for a few billion dollars collectively so that was a very good results. After that the team looked around the world to look for a for a similar type of undeveloped asset and that’s how we settled on Botswana after a through search and in my opinion Botswana has all the key ingredients in place to be a similar success to my previous entities. Q - So with all the key ingredients do you think that you could replicate that success here? Indeed, the fundamentals look very sound both on the Technical side and most certainly on the Energy Demand side and the full flow through product price for the benefit of the shareholder Q - So quite an exciting year ahead for Tlou Energy? Absolutely - we see a strengthening of our reserve position, an increase of our dominance as the principle company within Botswana that can really make a difference in terms of adding a cleaner energy to a market that are desperately short of energy overall and to get away from the relatively less clean sources which are currently using and we are offering a real alternative and ready to go into production given certain things falling into place Q - You say that you are offering a real alternative and just to build a little on what you were saying there - the government of Botswana are clearing getting in behind you and quite encouraged with this alternative? They are very much behind us and very keen to explore other ways to increase their own power supply. They are currently relying on largely imported power and relatively inefficient and dirty coal fired industry within the country the other source of power which they have is diesel and they spend hundred of millions of dollars a year importing diesel and importing electricity from their neighbours primarily South Africa so there is a real opportunity with our coal bed methane and with our gas to supply a new source of relatively cleaner new energy from their own resources rather than importing it and they would make a significant reduction on their power bill and we would (based upon our modelling) make a significant profit) for our shareholders. End of Interview | wheniamfree | |
24/5/2017 06:23 | long term winner | money4me | |
23/5/2017 13:29 | LESEDI 'PROGRESSING VERY WELL' - TLOU ENERGY'S TONY GILBY 13:45 Tony Gilby, managing director of Tlou Energy Limited (LON:TLOU) updates Proactive on developments at their Lesedi project... cheers ft ft | ftangftang | |
23/5/2017 07:20 | ...just added another 150,000 shares at 6.25p | adorling | |
19/5/2017 08:28 | Well I'm out for the time being albeit with a small loss, as O&G says, its unlikely that there will be much positive news for a couple of months but will be watching with interest and hopefully get back in with a bigger slice of the pie in Sept / October. GLA | ginko3 | |
18/5/2017 18:47 | Taken from LSE: "The conference call from today is available under the "Podcasts & Media" page." | wheniamfree | |
18/5/2017 18:30 | IMHO the reality is tlou have raised funding for good reasons which they plan to spend in q3-q4, there seems to be little or no real share price news to kick the Tlou share price forwards until q4 at the earliest, it is most likely sit and wait or return in q4 and buy. The share price is now capped at 7-7.5 due to the funding and lack of news for now. | oilandgas1 | |
18/5/2017 15:11 | from serendipity LSE Basic notes from today's conference call with Tony Gilby , Who sounded very confident First established independent Gas Reserves Fully approved for all upstream exploration and development Fully funded until towards the end of 2018 No debt IPC – opening the link to power grid for the whole of the South African area Domestic Market already there where as Sunshine Gas had to develop the market Processes can run parallel e.g. Mining licence and Tender process Tender process – will apply for the full 100mw Likely to start at 10mw an increase Priority to link to the grid as soon as possible Project has enormous upside Large amount of investment wanting to put money into African power projects The award of the 100mw should unlock the gate to this money Should attract additional funds as we progress Want to keep 100% of the upstream Gas First link up to the grid may see a small profit but it’s the key to unlocking future profits Expected margins are very healthy Q – Where do you see the finish ? A – Incremental Increases, Get product to Market , Keep 100% , No or little debt Attractive Takeover Target ‘Very Confident’ cheers ft ft | ftangftang | |
16/5/2017 09:11 | many thanks for the info | money4me | |
16/5/2017 08:38 | A brief comment on the Oil Capital Conference that i attended last week It was a packed room and Tony was up first a confident delivery of the latest presentation ... see rns 10th i was rather hoping the recording that was made would have appeared here by now before i added my contribution ... keep an eye out from what i can remember a couple of points stood out ... because of our method of extraction there will be no need to frack ... local solar power is clearly only effective during the day and battery packs are not very efficient ... a nearby diamond mine is still using diesel generators and would be the first to benefit also a possible future investor ... as well as meeting the chronic shortfall in Botswana there is also a direct line to South Africa the potential for growth is mind boggling ...imo a few questions were asked after , all about funding , Tony made it clear that we are fully funded well into next year and would be considering future investment from within Botswana I had to leave shortly after so didn't get a chance for a chat but left extreemly confident that my investment is in very experienced safe hands cheers ft ft | ftangftang | |
15/5/2017 09:33 | TLOU Energy - Botswana - Coal Bed Methane Monday, May 15 2017 by Square Mile Junky 0 comments This is an interesting one. The ranking says it's barking. The story the team are building says something very different. TLOU Energy - - is based out of Australia and listed on ASX and AIM. The management team look very solid and there is a history of returning large multiples to investors e.g. Sunrise Energy with Tony Gilby.. Botswana is also land locked and imports large volumes of diesel by truck to fire energy plants. The mining activities in Botswana require large amounts of energy. And yet Botswana sits on large Coal Bed Methane reserves which could be used to fire the energy requirements. Having read several parliamentary speached by various ministers it is clear energy scarcity is a big problem, and that the government sees Coal Bed Methane as a solution. To this end the Botswana government issued a RFP to two companies - TLOU Energy and another called Sekaname which I believe is owned b y Kalahari Energy (Of Panama Fonseca fame). I believe TLOU is in prime position but you can do your own research on that! Tlou has since partnered with IPC which has plenty of experience in developing the type of plants that Botswana needs. A useful summary is: The management team seem to take PI communications seriously and there is a whole raft of recordings here: cheers ft ft | ftangftang | |
15/5/2017 08:40 | TLOU – Botswana – Coal Bed Methane (CBM) – Gas to Power May 14, 2017 By Helioschariot Leave a Comment Chariot Oil & Gas What’s all the fuss about? Well TLOU Energy is an interesting company for sure. With a seemingly highly professional approach to business and very good PI communication skills, it has some solid entrepreneurs on the board with ‘form’ for returning large capital growth to shareholders. e.g Tony Gilby, and a member of the board who has a solid reputation within the highest ministerial circles in Botswana. TLOU also has solid deals with IPC (the UK’s leading power developer) to work on the Botswana CBM RFP for a gas fired energy plant – see here. There is also a investment company called Quantum in the frame ($3.7bn infrastructure fund). TLOU has received a Request for a Proposal (RFP) to supply up to 100MW of energy capacity within Botswana. There is one other competitor who has been offered the opportunity of bidding for 50Mw. 100Mw in total. If you DYOR – and I mean solid serious research and not cursory research – on the competitor you might conclude that it’s not a 50:50 bet. My money is on TLOU. An interesting parliamentary statement in 2014 sets out the issue – here . Basically – there is a chronic shortage of energy. The country is using expensive imported diesel to power electricity energy plants, and yet cleaner Botswana gas is available – CBM. The Botswana government is now seeking CBM as the energy to resolve the energy shortfall. Expertise lies within several companies – TLOU is one of them. Various audio recordings can be found here. The latest presentation can be found here. I continue to accumulate. cheers ft ft | ftangftang | |
15/5/2017 07:56 | but is there anything to move the share price higher before q1 | money4me | |
12/5/2017 13:40 | Potter, I have no doubt the RFP will be submitted on time and I firmly expect we will see a response much sooner than the time frame indicated, let's wait and see what happens. | wheniamfree | |
12/5/2017 10:51 | I understand and it is indeed all about Risk for Reward... and I see no worthwhile Reward on offer at all at this point in time. I'm happy to see if TLOU submit on time. I'm happy to see if any such submission stands the test of time through to Q1 '18. Only around Q1 '18 am I likely to take an interest, assuming the Tender has survived to that point and a decision by the Gov is more likely. I don't envisage the share price rocketing anytime before then... so no rush. | pottermagic2310 | |
11/5/2017 19:34 | You wait for the sure thing potter, nothing wrong with that if that's your strategy. I assess risk/reward and look at fundamentals and make a weighted approach. At this point that weight is tipped heavily in favour of reward as such I buy. Good luck | wheniamfree | |
11/5/2017 18:52 | WILL TLOU tender ? Will they actually get that viable Bid in by the deadline ? Will it be as viable & credible as it needs to be at that point in time ? Will it actually tick all the boxes with the Government by this time next year, assuming it's accepted when initially submitted ? You know nothing at all about such Bid processes, the obstacles, pitfalls and stages at which failure/rejection might occur... So we will see won't we ????? Insufficient Reserves and/or insufficient Gas Flow Rates by the submission deadline may equate to no submission. Fakery or insufficient evidence of such within anything submitted may equate to early rejection or rework. ... and so on... You claim it's a done deal... NO IT ISN'T. Anybody interested in investing can infact sit back until Q1 next year. | pottermagic2310 | |
11/5/2017 15:52 | Potter yeah your theory makes sense, Tlou will tender for a legally binding tender and offtake agreement to produce gas and sell electricity. All whilst they are loss making from their "flow rates". See how ridiculous you sound? | wheniamfree | |
11/5/2017 15:51 | Taken from lse after today's conference: "From Sasha on twitter:- Sat down with TG. Very unlikely that any more shares will ever be issued. And very interestingly the turnaround from RFP submission to award for the Morepule Coal Power Station only took 6 weeks. Exactly the same power consultants working on this tender. They know the process and what the BPC are looking for. As soon as first hint of revenues a number of infrastructure funds, Africa focused investors and etc will be scrambling to lend money to build." | wheniamfree |
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