Member Info for Appiamma

I think you find it impossible not to read his posts Brad - you both seem obsessed with each other.

Py - it was in one of the previous corporate presentations, possibly 2018/19, but I'd have to go back and look; they are still available on the website. I can't remember if there was any further details in composition however, only the ~85%.

'Py - in addition to flow rates, there is also gas composition (methane v CO2). Tlou have simply never mentioned any guidance on this.'

Yes they have... ~85% methane

Yep - this was announced in Oz a couple of days ago. Change of UK broker and the tone of this update is positive and would seem to indicate an improved approach to drumming up interest from IIs - and a wider awareness of the project is much needed imo.

Every time I return to these boards there appears to be another bloody pop-up ad area - and not static either. It's bad enough on a PC but on mobile it's just f'n ridiculous. Such a disasterously poor platform - I'm almost certain it's not worth the effort anymore.

Not knocking your point because at this price it probably is a strong buy for a trade. But let's not kid ourselves - you'll be gone at your elected margin while none of the points mooted by others will be addressed and no amount of social media positivity from the company can change the SP - only real progress can do that. Good luck with the punt nevertheless.

'Irrespective of the success/failure from SM I think we can forget about finding the cash for options - June 12th looks unlikely to make the prices suitable. I wonder if TLOU have the power to retain the options at a different date, but it is TLOU's loss rather than ours. We can seemingly buy below 4p to our heart's content for quite a while!'

More importantly Brad the company won't benefit from those funds. Now if certain members of the BoD took up those options despite the prevailing SP prior to June - that would give the market confidence. Unlikely to happen though.

Looks more like a 24 month schedule to me. It'll get there eventually I've no doubt, but as I said a few months back - a good deal of patience will be needed for 2022 and realistically most of 2023 it seems.

What would have been more interesting, being as though it's been over 3 months since we signed the PPA, and nearly 2 months since funding in place, would have been an update on our core project. Finding another pie to place our fingers in will be of little interest to the market I suspect.

Esteemed?!...good one, and used adjacent to humble... even...even better.

Completely different process and, initially at least, a different target market, but there are similarities to SM's modular mobile unit approach and there's a fair bit on market potential. Of course you'd expect plenty of positivity in pre IPO literature, but still found it interesting and, if it happens before SM's IPO (can't find any updates on this) it may be worth keeping an eye on to see how enthusiastic the market is.

https://www.investegate.co.uk/clean-power-hydrogen/rns/intention-to-float---aim/202201170700085593Y/

If SM come up trump's with what Brad? Form me Hydrogen may have a long term future for the company, but near term it's purely green posturing providing a useful diversion while the real work continues. They even stated that they would probably just use it to run their own vehicles at first. That said it's a hot topic at the moment and if they have a good IPO it could see us being more successful as an investment company than a CBM one.

Once the poles and wires are up we could quickly install solar for example if gas flows had not yet reached suitable levels. They are the priority for this company and they have said so themselves. The time has come to not only start generating electricity but revenue too if they want to be taken seriously. A successful PPA has not been enough to raise the SP this time around, where just submitting an application was enough before, clearly these are different times and more is wanted from the company; achieving first revenues would go a long way towards that.

As for Covid making a tennis tournament tricky, nope the absurd metamorphosis of a once free and democratic fun loving country, into a totalitarian state driven by irrational fear, pseudoscience and a contravening of the Nuremberg Code has caused that.

These guys will explain it to you

https://www.*****ute.com/video/HiZlHTxTT8X9/

Looking in for the first time for a few weeks, hopefully In 2022 Brad and Moagi will get a room and resolve their manlove issues. Apart from that I agree with Whizzer... I know... Get the powerlines up and a world of opportunity is opened to us.

However the main reason for looking in was to sincerely wish all genuine holders here a happy, healthy and prosperous coming 12 months. GLA

What you do in private Moagi is your business fella

Quite DtE - sits well with the 'All I will say is' comment - if only - we can but hope

Life is for living Brad - not for hiding away from friends and family. If last winter, at the very height of this supposed deadly pandemic, the very people who were telling us to lock ourselves away from the ones we love were laughing and joking at office parties - I'm pretty certain I know how dangerous they really believe this virus is. What was announced yesterday is a damned disgrace and what is being considerd utterly disgusting.

Brad I think MfM's post is perfect advice for L2. I used it for years when I was trading frequently and it's invaluable if you are really paying attention to the market, scalping for small margins etc, but if you , as I have, are settled on long positions it is of little use, nor worth the investment. That said if you trade around those positions, as I still do on occasions, it may warrant the outlay if those trades are significant amounts. Otherwise trust your gut, do something enjoyable during the day and don't worry about daily market movement. Also don't fret so much about engagement on here - there is little benefit following that course.

Personally I don't think TG nor CC look that comfortable in front of camera - not important for me personally and at least they're prepared to do them after most significant announcements. I still feel the SP hasn't reacted because interest level is very low at the moment and also there is a good deal of general market nervousness and uncertainty. Under normal circumstances and now they have everything in place to push on, Tlou should be out promoting themselves via investor events, both for PIs and IIs - I used to attend many of these and I think it was at an Oil Barrel event that I first heard about Tlou. They are also great places to meet other investors and exchange ideas and views - it's such a shame that they are not happening ATM. A virtual Q&A would be an alternative - not ideal for sure, but it may go some way to raising the profile of the company and generating more interest. It would also be a great chance for the company the elaborate on the plan of works for the year ahead.

Was the SM prototype timeline comment of 2023 a mental typo or a new schedule? Haven't they previously said H1 next year? Can't say I'm that concerned tbh, but it might make 2022 even less eventful than I anticipated and moreover I'm pleased to see the refocusing on the GtP project.

I think that's a fair view to take TB. The board as a whole, mainly TG if course, hold a decent chunk of stock and though always good to see continued commitment, I'm OK with that particular situation. I'm not sure other IIs will take too much of an interest just yet, bit early I believe. I'm not ruling out some 'green' funding through.

As for the muted SP reaction - the market will assign value in its own time. Volumes have been low, indicating a general lack of interest imo and I suspect a fair few were waiting for a spike on news, when that didn't materialise off they trot as I don't think they foresee any significant share shifting news for some time.

For those of us who are invested in the long-term success of the company, not the short-term movements of the SP, things are looking decidedly more rosey imo. Still some questions over funding to be resolved. For example the proposed investment in SM and the equity part of this first finance package. The latter given time for the SP to move north it seems, and is around the time the options expire. I get the impression that it's important to the company that there is a substantial take-up of these options, it featured prominently in the recent research note and will likely influence the equity terms - the SP needs to improve significantly for a good outcome there. The other issue to be resolved is gas flows, important of course, but I personally am not as concerned as some on here. I think the company and our main investor are satisfied with current indications and confident it will come good.

All that said, they have achieved a lot this year and negotiated the major obstacles standing in the way. They have vaguely told us the proposed work schedule and allocation of funds, but I too would like to see this layed out in much more detail in order to gauge performance and progress through 2022, where I believe a good deal of patience will be needed, building hopefully to a very eventful 2023. GLA