Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
Due diligence on the part of the Pension Fund would have been massive.
Their average price is probably close to 11p , and this latest placing will reduce it north of 8p imho though I have not looked at figures. I might do that later.
Justifying more investment in a huge loss leader would seem to be madness to any overseer?
So something pretty powerful persuaded him to agree to it. Or some other body did that research and persuaded them to sell other investments to buy into TLOU. The Govt or Massisi himself?
Oh to be a fly on the wall to hear what that information was? I suspect gas flows have not been an issue since #6 started flowing and the critical piece of the jigsaw was completing the Tx line. At that point it becomes all systems go. What held us up was apathy on the placings. The Pension Fund has unlocked that problem so TLOU have some working capital and imho have killed the apathy towards the remaining 169m shares. 1.25 Bn shares might be the status quo hence forth - not bad imho. Sirius reached 10Bn to get to 20%? of their goal! Tlou are playing Andt Williams musib in Brisbane and Lesedi - time for song
https://www.youtube.com/watch?v=XifUaCyCO0g&ab_channel=CeeCeeable
Donk - to mimic your M.O. (modus operandi) don't you think I am great?
I said TG went to market too early at too high a price and was I wrong?
He has kept the price the same and has done what I advised!
Imho I think that he should only be offering the 169m to the LSE / AIM punters because we will not kick a gift horse in the mouth in the current market.
But I accept that the other exchanges were not offered the prices they could really accept.
So all 3 exchanges will hopefully be permitted to bid for some shares. I don't to experience the problems I had last time to buy on ASX and then fail because of the address on their records. IF THAT WAS INDEED THE CASE I never knew if I was eleigible or not.
I won't see your response Donk - you are well and truly filtered.
I am writing to the office and see it is APRIL 30TH not March 30th!
I thought we had to offer in is a coupleof days and they'd be place on April 2nd/3rd.
It is quick for a placing but my brokers should have time to sort it out!
I must read the RNS properly
repeated x times
I must read the RNS properly
"Under the Offer, the balance of 169,479,054 shares can be placed prior to 30 April 2024."
What does that mean? There is not enough time to go through a broker?
TB have you inquired yet? I have never corresponded with the TLOU office.
Is it time to pledge a new offer directly with them to get some of the 169m shares?
Clueless ignore or filter him he is a lorry load of sandwiches short of a picnic! Simples!
I'd unfilter him I thought there was a 0.0001% chance of him apologising to me for criticism of my confidence in TLOU/TG for all these years. He cannot harm this share now we are so close to success!
He might tell us that a Russian nuke, aimed at Kiev , could land on Lesedi! But he has absolutely no credibility whatsoever - his brain cells are probably damaged from putting his head in the sand with nothing to stop it entering one ear and leaving from the other.
Is the pension fund independent? I wonder if the Govt can instruct them or coerce them into investing!
To risk so much on one company shows the confidence they have in us becoming profitable - I have never doubted it apart from a few insane weeks that made me doubt TG. He was right then and has not been wrong before or since imho.
Tiem to see how April 2nd is being handled - there is not much time to organise that! I really wonder if they have pledges from sophisticated investors already? The London exchange was omitted from the placing and I rckon the consortium that got together a few years ago to rise a fortune within 24 hrs will be champing at the bit? It seems sensible to me that the unused money at 1.8p per share will be used to grab the marketprice at 2.3p or or more?
Logically we should all sell our shares at 2.1p+ or 4.3c on ASX in order to buy back at 1.8p and 3.5c.
Imho that will be disaster for most of us.
1. We want sell many at the above sp because buyers will want the April 2nd prices for their money.
2. April 2nd looks absolutely certain to be oversubscribed at 1.8p or 3.5c - bargain prices!
3. Many are going to end up with fewer shares and money that won't buy back the ones they dumped?
My advice is to hold what you have (close your flies! guys) and apply for 1.8p shares with new money.
I hesitate to send this because it might increase the oversubscription level and reduce my chances of getting my required shares. However it means I won't be digging into my savings as deeply which is welcome. And if the sp on the open market holds up it will be a happy April.
This talk about elephants is getting a bit heavy.
The filtered one remains filtered but has more to say about jumbo than the price , hopefully , leavig 2p in its wake.
4.2c is lagging behind 2.3p on LSE but 2.172p is Volumesnot that far.
Volumes dropped back to almost single digits so we need news of what funding is going to cost in interest or dilution for next big moves either way. I'm hoping for a bridging loan to production date but we'll see.
HB, A pint of what though?
He has only been wrong once!
When was that? When he said he in never wrong!
We all know that a high percentage of AIMS shares fail and the odds favoured TLOU joining them.
We might have , and fate did its damndest to ensure TLO did.
Dewatering , Govt mess up , Covid , twaddle from SM about their Hydrogen plant and persistent trolling by certain people on here could not beat our Tony from scoring his hat-trick of CBM triumphs.
Talking about motorbikes, my deam of buying the first hydrogen powered bike looked good on this video!
If you are a bike enthusiast, and enjoy this a quarter as much as I did, it is still worth a watch imho.
https://youtu.be/aOTz0Ol8fLA
Pleased to oblige neigh-body!
It was lovely to see more trades than we are used to.
The more the merrier!
I am hoping we see more action on ASX tonight. They seem too content to simply let it happen.
But they have a new target, if they are going to match our rise today.
Like Eric Bristow mimed to himself when winning one of many tournaments ..... "I love myself"
The paps are nothing short of fantastic imho - I am learning so much from them even if they are aboyt nothing TLOU. e.g. this one for our pub crawl when we organise one to celebrate a major milestone?
https://i0.wp.com/letsflamingo.com/wp-content/uploads/2019/10/tarmacked-roads-botswana.jpg?resize=800%2C713&ssl=1
Unfiltered the donkey to see what he had to neigh about.
Wasted my time - could get nothing from his link - not even a failed message.
Using alternative methods I finally got to this site which is not a match but is interesting all the same.
Donkey has taken years to realise we are not in the market to supply LNG or CNG so i thought it was the article at first!
Further research (I never give up) produced some extremely interesting maps/figures/whatever ...
"https://www.bing.com/images/search?view=detailV2&ccid=391552e8c08ab832c7e8d169aa8c0a53&id=DCDF12CCC051D0D5F3CF2406276D588F9E2052F2&thid=OIF.2X3nNbK8aV9FpXn9u/9UHg&mediaurl=https://www.weekendpost.co.bw/wp-content/uploads/2024/03/Botswanas-first-coal-gas-fired-power-station-to-start-commercial-production2.jpg&exph=316&expw=474&q=Https%3a%2f%2fwww.weekendpost.co.bw%2f39705%2fbusiness%2fbotswanas-first-coal-gas-fired-power-station-to-start-commercial-production%2f&ck=D97DE735B2BC695F45A579FDBBFF541E&idpp=rc&idpview=singleimage&form=rc2idp&ajaxhist=0&ajaxserp=0"
Link looks montrous so hope it works for you.
*** hides Ron Moody's character in Oliver. What sort of programmers are they employing nowadays?
Fools And Goons In Nausea (capitals) for those of you who are too young to know the film or book Oliver Twist.
Only Fans has a restricted list of words and prefixes like the one above. Young, passed , and 180 others on OF!
I have written a spreadsheet to find their words! My first failed send (they do not use *** and send anyway - they merely tell youthere is an offending word or words and you are left to find which ones!). I said someone married young! It was young Blimey the very last word in the piece. I had to contact their support desk to find it.
Blimey - it is 206 now! I need an update!
https://social-rise.com/blog/onlyfans-restricted-words
i don't the fear over gas flows and funding.
put a football in the penalty area where there is a decent angle to the goal!
most of those angles will be too tight for any of us to hit the target or to even kick the ball far enough in my case! that might make you think those positions are tricky!
now put de bruyne on the ball and they are simple!
we tg on our ball - all you need is faith in him and the worries disappear!
the gas is there and global warning tells us that is a problem because it is escaping all over the globe.
we are helping it to escape - it is merely a question of time before it happens. and if i am right , tlou are only able to use the gas from 2024 because the electricity needs the tx lines to join the grid!
as for funding , the amounts tlou require are petty cash to investors around the world!
there must be thousands, maybe even millions, who'd invest at the right interest rate.
any one of us could chose one of them! at what rate?
luckily tony ***in gilby is not looking for any old deal - he has and is looking after us!
we just have to see what deal he finds acceptable .... a few million quid nowadays is nothing!
keir starmer is talking billions on education budgets and people are saying £1.7bn is nothing!
the time to worry is when tg reaches the dragon's den from the visitors lift!
Https://www.asx.com.au/markets/company/tou
ASX is bearing up quite well - it is LSE that needs bolstering currently.
The rumour mill on funding will probably start rotating in Brisbane first (or in Gabarone) but nobody seems to talk about the native exchange on here.
Channel 5 Abusive wife programme last night was horrendous - made Ken Russell films look tame imho because we were watching actual live content , not actors. The Devils was memorable before last night.
I took my missus to see that one. I mentioned it on a chat room and was asked what the hell?
When I thought about it I was mortified at my filmography with her!
Straw Dogs, Emmanuelle , Blow Up, The Devils, Clockwork Orange , Lady Chatterley and other D.H.Lawrence films. and even at home , Dennis Potter tv series such as Singing Detective! I guess we did watch romcoms but I don't remember them so well. Pretty Woman being an exception.
The green poster was bound to come on here if the sp dropped below 2p even 0.0000001p would prove him right all the way along and Sekaname will be overtaking despite driving in reverse hear the wrong way round the track?
ASX are LSE are not far apart - that is the important factor. Nothing will convince me this share won't be 5p+ in 2024 and hopefully before FALL (Autumn).
Looks like an all Manchester FA Cup final -so cmon TG , get my mind off football.
Colm is bound to be right one day using my philosophy? I am expecting a UK consortium to come up with the funds before long. They will know a good thing when see it.
Winni - suppose I argued that we have reached current progress earlier than they expected.
Borrowing money too early would not have been sensible unless we could use it.
I thought the Eastern Block placing, without London , looked very rushed, so it is possible.
Or did they expect the Doc to support either or both that placing or actual funding?
He did neither afaik, so was that his choice or was it TLOU's concern that he was getting ever cioser to 51% and overall control , or some other reason?
GG hardly sets an example by never putting any of his money into TLOU. Does that worry Bots' nationals including the Pension Fund? And maybe the Govt itself? If he does not see the potential then how can outsiders.
Whizzer, you have never supported TLOU 100% but I hope you have taken your money out too early!
Hopefully you'll be buying back those shares soon at a higher price! Or I buy some of your cheap shares in the near future.
We all know that energy prices are dictated by the price struck well in advance - I wonder if there will be forward markets we can sell into once we satisfy BPC's initial order. Or will BPC partake themselves?
That could avoid debt and dilution if they will pay in advance! But that is impractical until we start delivering and flow rates are commercial +.
Are we being fair to Colm?
His unrealistic quotes were from the days when there were rumours that banks were going to pay (charge) us negative interest for holding our money for us.
TLOU, with hindsight should have filled their boots with very low interest loans. But with no income we;d be repaying that interest with some of our borrowed funds? And if there was a pandemic , income wcould be delayed indefinitely! Too risky surely?
Now that interest rates are considerable the potential lenders will want the maximum rates. And TLOU will want the minium rates! Colm might well be right - plenty of offers but at what price?
Do we want him to accept 20% when in 7 weeks he might get more money at a lower rate elsewhere?
And are lenders chasing interest rates or equity in a company that they need to put their faith in, either way?