Tlou Energy Share Discussion Threads

[money4me] 25/6/2017 22:18

long term seems correct. what price in 2 years though pumping gas to power. buy at 7p today sell at 70p in 2 years maybe. patience

[wheniamfree] 25/6/2017 21:58

Potter, they don't need to produce a thing - value is also in the reserves, look at many other majors oil or gas, those that sell for billions don't always produce.

Also other routes to market in the interim so let us see what comes of that, compression of natural gas is one option.

[pottermagic2310] 25/6/2017 19:16

Over 2 years until any saleable Energy hits the GRID ?!!!
In terms of a Plan, that surely means nothing but continuous Investment from other Parties, lots of increasing Debt and no Income for over 2 years.

I suppose a +ve response to the Tender by 1st Quarter 2018 might result in a multiple of today's MV, perhaps to £100m ?

This definitely looks like a long-term prospect at best.

[wheniamfree] 25/6/2017 13:38

From LSE

Latest news, main page, podcasts/media, articles all updated.

[kmann] 22/6/2017 18:09

Interview, sounds VERY confident



Looks like pne pf the chuckle brothers tho!

[ftangftang] 21/6/2017 09:40

Tlou Energy pumps P500m on Lesedi project
NGONI CHIUTSI
Tuesday, 20 June 2017
Be the first to comment!
UPBEAT: Tlou Energy's Gabaake GabaakeUPBEAT: Tlou Energy's Gabaake Gabaake
Tlou Energy has spent about $50 million in the Lesedi Coal Bed Methane (CBM) project as the company targets to provide power to the national grid by 2019, a senior official has disclosed.

The company’s Executive Director, Gabaake Gabaake, said the CBM project is progressing in earnest. He said they are starting by drilling small quantities which will be increased with time.“Our plan is to start with a small pilot project delivering power to Serowe and we hope to supply 50 or 100 megawatts depending on what the government would have approved.

We hope to get the first power into the grid during the second half of 2019 and we think that is possible,” said Gabaake. The former Permannet Secretary in the minerals ministry was speaking at the resources conference this week.

Tlou Energy is an AIM and ASX listed company focused on delivering power in Botswana through the development of coal bed methane projects. The country’s first gas company has over 8300 square metres of exploration land in the Karoo Kalahari Basin, south-eastern Botswana some of which they intend to convert to a mining lease.

Gabaake said the Lesedi CBM Project has proved to be commercially viable and is set to add power to Botswana which has been battling with a severe energy shortage and is currently relying on expensive imported power and diesel generation to deliver its requirements.

He added that numerous exploration and appraisal work programmes have shown that the project is going to be sustainable and since last year, gas has been flowing at the site.

“We are sitting fairly on a substantially, independently certified gas reserves and there has been gas flowing since last year,” he said. He stated they will be submitting a business proposal to the government next month on the 12 of July. Gaabake added that the government has been supportive in the development of CBM as they see it as the catalyst that can further grow the mining industry in the country.

Botswana’s power demand is to increase by 37 percent to 1,017MW by 2025 and analysts say there is a need to invest in power production. The cost of producing gas is half what is needed to produce the same megawatts when using coal. “We are able to deliver energy to the grid at the price that is reasonable,” said the official.

According to a study, the baseline capital cost per KW of gas is half that of coal and the fixed operation and maintenance costs of gas are also half those of coal.



cheers
ft ft

[money4me] 20/6/2017 19:42

Good time to buy, just waiting to get some money in the account and it's game on

[snickerdog] 20/6/2017 07:41

Got to hold on to these shares now like they are precious, might take a little while but a lot of value to come - have to ensure closing above 7's today

[wheniamfree] 16/6/2017 16:18

From the LSE board:

Looking good
Just got this from Sasha at Tlou investor relations: "Tlou all tied up finalising the last few items for the RFP. Plenty back and forth with govt but all on track from our side. Govt seem very keen on getting it done which is great. Solomon Rowland Corporate Secretary was in Bots for the past two weeks, meeting with various stakeholders and said feedback has been excellent. Also the Botswana Recourse Sector Conference was on earlier this week, GG presented at it I have been told that the Minister actually mentioned Tlou and CBM in his speech. Looks like things have moved on a lot from a few years ago when it was all about coal, and CBM was something minor well under the radar. GG has said that afterwards all the questions were about Tlou. Ignoring the share price (which has really shown resilience especially given the election), the longer term view we are in a good place, we have cash and a few goals to kick in the near term (RFP submission, Mining Licence, seismic work, expand reserves etc) so with time share price should move as the reality of the project comes into focus." Hope this is of some use.

[pottermagic2310] 15/6/2017 14:06

Time flies... response to Tender will surely be submitted imminently.
Which way will the wind blow following that key Milestone ?

[ftangftang] 07/6/2017 08:04

Inverstor meeting
Proactive's Spotlight CEO Investor Sessions - Sydney
Regeneus | Tlou Energy | XTEK | Pioneer Resources | AuKing Mining
Share
Jun 14th 2017, 11.15 am - Radisson Blu Hotel (Marble Room), Cnr Pitt & O’Connell St, Sydney

cheers
ft ft

[ftangftang] 06/6/2017 10:13

on the other hand maybe nobody cares ...
cheers
ft ft

[pottermagic2310] 06/6/2017 10:09

I'm on a 5 week countdown towards investing, looking for the low of current lows, anticipating a lengthy, lingering climb to new heights over the ensuing months

(Bet that's surprised you WIAF !!!)
LOLs
;-)

[regandharry5] 05/6/2017 18:14

Be good to see these back around 12p.

[billyboychrisd] 05/6/2017 16:51

Hmm not sure whether it's more than a glitch in the system looking at trades... Either way, TLOU's time will come, patience

[ch1rp] 05/6/2017 16:38

Hoping the 8.2% rise is the start of a major rerate. Certainly ready for it:)

[pottermagic2310] 05/6/2017 11:38

It's you who repeatedly uses convoluted language and far too many words to lead people down a deliberately misleading path, with highly subjective conjecture !!

I stated... "i.e. find other Customers for what is available, realise Benefits by some other means".
I've also stated (correctly), "An RFP isn't legally binding - it's a formal response, not a Contract !!"

Wind your neck in will you !!
LOLs

[wheniamfree] 02/6/2017 05:51

Potter back tracking on his statements, you knew exactly what you meant with your usual spouting of reserves and/or flows. The same rubbish you've been spouting since day dot. You have no position here and have made it abundantly clear that 2018 is your time to decide so until then why not do us all a favour and vacate the board?

The RFP will lead to a decision based on allotment of services each participant will be granted. Whilst it ultimately is down to the PPA the response will be a significant milestone and hence what I am talking about when leading to a legally binding contract. Enjoy twisting and nit picking your play on words, let's see what happens shall we? I'm sure you'll find yourself on the wrong side of the market. Good luck as per usual.

[techtrend] 01/6/2017 08:00

Great interview, really inspires confidence. Seems to me that it's all coming together nicely.

[money4me] 31/5/2017 21:56

certainly a counter view but does seem a little contrived

[wheniamfree] 31/5/2017 21:25

Potter that sounds to me like you are clutching at straws, really are a grade A clown on this BB.

Let's be honest, Tlou and IPC are not going to waste both their times and millions of dollars submitting a tender to a government RFP that is legally binding if their feasibility study doesn't stack up. The same feasability study they are working on at this very instance in satisfaction of the tender process.

I assume as and when this response is put across to the government (along with the relevant studies) you will apologise for your endless drivel and spouting inane rubbish?

As for the "other routes to market" I find it an attractive venture to run multiple offtakes simultaneously if the gas is there and there are ways to sell it quickly and efficiently whilst the project comes off the ground for the power plant then its great business accumen. Unfortunately that thought process is wasted on you as you clearly have none.

I find it interesting that every single BB of a good share has a deramping moron. A moron who believes that a twice successful CEO would waste his time, money and credibility producing a solid foundation for a company with outstanding fundamentals just for a laugh when it will never get off the ground.

Reading the above potter, wouldn't you agree you sound a little bit ridiculous? I would.. I'll wait for your apology on submission of tender.

[jeffcranbounre] 31/5/2017 12:59

On Today’s Podcast>
Tlou Energy #TLOU
Cadence #KDNC
John Meyer on Gemfields #GEM & Bushveld Minerals #BMN