Member Info for mikemike

Amnesic i be very surprised if charts are going to predict a political outcome or give time line indications. I firmly believe UPL will be a monster that is why i am invested. I would not be surprised to find that Wick and NA take center stage

The beauty of things is we do not have to worry about TG. Kibo is no longer a 'one trick pony' Yes MCPP is important, yet it is not the only important potential asset in play. Listening back to the last Podcast, LC was very clear that he would like to see MCPP over the line prior to winning more business opportunities. He clearly believed that the MCPP would have been done and dusted by end of Q1. That it is not meant that the BIPP deal has crept up and jumped the MCPP news. I would not be surprised to find that we do hear more about MCIPP before MCPP is closed. We could be in for an avalanche of news.

Jiving, I agree. the federal Cort will do what the Federal Government ie Dr M wants it to do. The Tun of Sarawak is firmly in Dr M sights and he is 'holding the Zero' There will be a suitable resolution, yet not because 'Johnny foreigner' wants it. I think this will take time. One of the reasons I like UPL is it is not a one trick donkey. I am convinced that UPL will be a monster, with or without the Sarawak deal as first envisioned. A deal will be forthcoming, just not so bullish as some are re timescales.

hence the issue The Tun of sarawak known for his corruption voted for Najib after a pay off. What is not known is how the O & g was divided. Sarawak for sarawak was the Tun driving local politics. This is not going to be straightforward, Petronas may be a tool to get at Najib and the Sarawak Tun. This could drag

Or the Mm have an order to fill and have raided the ''stops'' We will know by end of day

I cannot see the Germans waiting around for power

''I suspect that once the MCPP gets over the line then Kibo may just be able to maintain SP and seek to increase value by dripping/dropping accretive news to the market so that anticipation of increased MC becomes more apparent than a retrace.'' Too much tea leaf gazing:)) Could look like this H1 2018 MCPP 300mw H2 2018 Completion of MOU and PPA for MCIPP 600mw H2 2018 MCPP coal sales outside of power generation for 300mw H1 2019 MCPP 400mw H1 2019 Announcement of another CPP outside of Tanzania and Botswana. WRONG it was H1 2018, does not mean that there will not be another:) H1 2019 BIPP 300MW H2 2019 MCIPP 300mw H2 2019 MCPP 300mw H2 2019 Sale/part sale of equity in Katoro H1 2020 Hanetti decision H2 2020 CPP in new country approaching Mou/PPA / FC All Kibo equity in treasury will have been placed MV at end of 2020?? anybody

who cares about Tz, they can just fall into line. I am a very happy camper who cannot clap happily enough

I pop out for a couple of hours and you boys start to party without me. Looks like my early morning blue print needs a thorough going over. i left it at 1600mw and now it looks closer to 3600Mw Wonder what it looks like tomorrow:))

Patch yes we know!! we know it is a case of when not if. Sepco going for LOT 2 tells us this.

drax at last you have found a place to rest your weary empty head, yet Tanzania maybe too fast for you

MCPP + MCIPP = 1600mw Plus coal sales, plus equity values in Katoro and Hanetti Not bad for starters i have to admit that my glass half full runneth over:)) Does that make me a ramper:))

Could look like this H1 2018 MCPP 300mw H2 2018 Completion of MOU and PPA for MCIPP 600mw H2 2018 MCPP coal sales outside of power generation for 300mw H1 2019 MCPP 400mw H1 2019 Announcement of another CPP outside of Tanzania and Botswana H2 2019 MCIPP 300mw H2 2019 MCPP 300mw H2 2019 Sale/part sale of equity in Katoro H1 2020 Hanetti decision H2 2020 CPP in new country approaching Mou/PPA / FC All Kibo equity in treasury will have been placed MV at end of 2020?? anybody

Yaki i have not included the multifaceted potential of 1/ 58% holding in Katoro 2/ Hanetti 3/ Sale of coal outside of contracted Kibo power generation

Not sure what the process is in terms of time lines to be set for permits. i would expect a six/nine month lead in for paperwork. Booking a rig should be fairly straightforward, there are enough lying around waiting for work.

SYM If Kibo was a one trick pony ie 300mw for MCPP then i believe you will be correct. Yet kibo is now ''multifaceted'' 1/ More than 300mw for MCPP 2/ MCIPP 3/ From the last podcast LC advised they are aggressively seeking new opportunities. I suspect that once the MCPP gets over the line then Kibo may just be able to maintain SP and seek to increase value by dripping/dropping accretive news to the market so that anticipation of increased MC becomes more apparent than a retrace. Once MCPP is closed to a good FC then Kibo may just take on a new life of its own that supports the definition of not just multifaceted but multi opportunistic and supports as well as drives the forward valuation P/E of the Business. this is now at the point in the Kibo life cycle where it is the end of the beginning, not the beginning of the end with regards to accretive valuation. IMHO

It will have to be before winter, closer to summer the better as they may want more than a few wells drilled.

yaki He has said what LC dare not say, no matter how much he may like to. I wonder if the Bulldozer is listening?

''upgraded >600mw to boot.'' sod that, give me 1000mw!! when ?? i want it now :))

Already taken Drax applied