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I saw these Sekaname videos back in December, but like I said there we'll behind.

Tlou Energy will go beyond 10MW really quick, so I would start thinking of anything between 15-25MW. It's just about connecting to the grid this year.

I'm confident with Tlou Energy and expect them to deliver once the finances are sorted.

Enough for everyone to eat, so competitors not a big thing. It should be an encouraging sign for other companies, if Tlou Energy connect.

I want to see some positive responses from the Botswana Government or the Botswana Pension Fund group. It's time they show a positive response with a bit of financial backing.

Tlou and Sekaname were awarded Preferred Bidder there's only one company that's way ahead of the game right now and it's Tlou Energy.

You mentioned the point about Tlou acquired their Lesedi and Mamba leases from 3rd parties, which in turn acquired them from Sekaname; this really makes me question the other point you mentioned about Tlou management working on this project for 10 years or more. So Sekaname has been doing for a long time too if their leases are being acquired by a company like Tlou Energy coming in to the game later. The big question is why would you let Mamba and Lesedi leases go, you're talking about a geologist specialist like Tony Gilby putting his own money in to the project and seeing something Sekaname didn't. Don't forget Tony Gilby has done this and is proven at the highest level.

I'll have to add, a company like Sekaname that has been around a lot longer than Tlou Energy, but there no where near Tlou Energy when it comes to poles, wires, substations etc. Good luck to them, because you need a guy like Tony Gilby when it comes to a project like this, he's miles ahead. Plus Sekaname and Tlou Energy were awarded respected amount of MW at the same time; and Sekaname still don't come close to Tlou Energy which again tells me Tlou Energy are doing great when you're doing comparisons. If I was Sekaname I would pull my finger out and hurry up because Tlou Energy are breaking boundaries and creating a blueprint for them to consider.

In my opinion Tlou Energy will scale over 10MW quick because the country are over paying ridiculous prices from exports.

We agree that Sekaname are at least 2-4 years behind Tlou Energy?

In terms of the transmission line, it's not a big deal when you think of what these companies are trying to achieve. This is a huge opportunity for any company and there's loads of the pie to share with other potential companies trying to break in to the market.

Tlou Energy will be the first CBM independent power producer of electricity in Botswana.

Going back to the drilling, it doesn't matter if Tlou Energy are doing horizontal or vertical. You have trust the CEO who has been there and done it twice successfully before.

The market opportunity for Gas in Southern Africa can accommodate Sekaname and Botala. But there nowhere near the levels of Tlou Energy, so when it comes to comparison you're only looking at one winner which is Tlou Energy.

If I was Sekaname or Botala I would be asking to form a friendly society with Tlou Energy. This would only benefit all 3 companies in the long run.

Think I've just sold myself to buy a few more Tlou Energy shares at this cheap price ;)

When Tlou Energy becomes an independent power producers, supplying electricity to a country like Botswana crying for electricity. Then it doesn't matter about Royalties because you've achieved the unthinkable.

Huge potential with Tlou Energy. There's companies like Sekaname Energy, Kalahari and Botala Energy that don't even come close enough. If any criticism is due, then those companies are years behind and don't even have a pole up to say we're getting ready to produce.

Sekaname are years behind Tlou Energy.

Tlou Energy are the most advanced CBM company in Botswana, no company even comes close to them in Botswana that are CBM based.

Not surprised with this and I'm sure the board were expecting something similar.

This will more than likely be taken care by Botswana Pension fund group or the Dr.

It's getting really close to first revenues, there's just a lack of publicity with this share due to how long timelines have taken. It's starting to look positive here and at some point in the year I expect to see serious volume with this share.

When do you think first revenue will start?

Are we fully funded to first production or do we need a little extra more funding?

I think it's been very positive from Tlou Energy, just expecting some good news soon hopefully.

Personally to me this is really good news. You need money from somewhere to make this work. The potential gas going from 2P to 1P is huge. It's only a matter of time before we realise how massive this opportunity is.

Being an Independent Power Producer is huge, this is bigger than anything Tony has done before.

At the end of the day, investors are investing huge amounts because they see the opportunity here. It's only a matter of time and accumulating while you can. DYOR

Does anyone know how long it normally takes to get regular updates on flow rates? I take it we'll get one every 1-3 months as it increases?

Winni - I think you have a point. We defo need to know what the strategic view is post first revenues. Maybe drilling more holes to prove P1.

Let's hope the infrastructure gets all completed within Q1 2024.

Are you actually invested in this company? It sounds like you've got a personal vendetta against Tlou Energy.

Appreciate your opinions if it's got some facts backing to what you're saying. Has Tony Gilby lost control of Tlou Energy, I think we all know the answer to that is No.

The companies been ongoing even after covid, whereas most companies have gone broke. Tony's been backed by the Dr and it looks like he's happy Tony being the main man of the company.

The infrastructure of the company is being done, this is the first time a CBM company in Botswana is doing something like this. To even question the ability of a guy who is about to achieve something in a country for the first time is laughable.

Now I understand why everyone calls you a Donkey on this Forum.

Tlou has secured an additional A$3m loan.

Also don't forget the drilling they've done recently makes the dewatering an easier process than previously. The drilling was done a bit different previously. I'm very happy with the way things are moving. DYOR

We seem to be getting closer, I think 2024 looks very interesting for Tlou Energy. This could be the next stage of getting even bigger and even bigger funds being spent.

Looking forward to this quarter and next quarter news :)

Next quarter will Tlou Energy be announced as an IPP, I think it's looking very likely

Is Sekaname completely out of the picture for the 100MW?

90% poles completed! Getting closer and can't wait for the announcement on gas flow rates.

New investments coming in again which shows the position of the company being backed

Looks great here, nice to see this one go up!

Don't see why there should be any doubt about Tony and the board. The company is still running after covid whereas a lot of company couldn't even hold it down. Tlou Energy will do their marketing strategy when the time is right. The company has come a long way and have got great potential news coming up soon, with results from drilling over the next few months and connection to grid. A bit of quietness from the company shouldn't make people all worried.

Don't forget the connection to the South African Power Pool (SAPP) too.

Pretty sure they then decided that the demand for electricity within the south African region should be more than enough. There definitely not interested in the LNG route but that's a route they could choose if they wanted to