Member Info for mrmoagi

Given the amount of ‘stuff’ he has posted over past 2 weeks, this appears to be a particularly unhealthy fixation he has. I wonder if he realises his behaviour could be construed as ‘online stalking’……

I think someone is losing sight of what matters, and what doesn’t. Certainly his lines have become badly blurred. Scary.

My question was Why do you /others think the share price has not reacted positively to the news. Stock markets price things looking forward, not backwards. Your answer was Time. Seems the more intelligent answer to me to assume you were meaning the market is looking at Time forward.

Your answer is just another take on the Time spent getting to today.

Maybe I was wrong in thinking you understood how markets work.

With all that has been said, written, posted about Tlou by so many over the past few years, to now be thinking that Time is the thing that Tlou needs the most in order to deliver on its potential seems rather bizarre to me.

Pumping it up by so many for so long - and arrive at that conclusion at this point in time - really!

Suggests confidence isn’t as all consuming as it once was - does it!

How much is needed then?

Thank you TB. It would genuinely be good to hear a range of views on this. Quite what is going to propel Tlou share price forward is interesting and perplexing.
Come on Morris - would be good to hear from you outside the window of impending Tlou announcements for a change.

My function is to Say it as I see it. For Tlou and for any other stock I care to express my opinion one.

And reading the self-indulging drivel posts you have posted the past couple of days, only serves to reaffirm what a condescending utter bore you are.
You are a disgrace to this message board.

Your life appears to be pouring over other people’s posts, seeking out more fodder to fuel your ridiculously incompetent mind.

You filter me, you unfilter me. You repeat this process time after time after time, telling everyone that you are doing it. And why you are doing it.

And the most incredulous aspect of this - you seem to genuinely believe posters on this message board could care less about your reasons for you wearing out your On / Off switch.

You genuinely are a unique individual based on what you say and share here.

Morris,
This is a genuine question to you. We both want Tlou share price considerably higher than as at present, so we are on the same sides (even though often it seems we are not).

You are clearly well informed on Tlou matters so I would be interested in why you reckon the share price has not reacted (as yet) to news of the signed PPA and attaching funding package to (I assume) deliver the first gas to power project in Botswana.

Have you any thoughts to offer on why the share price has shown no positive reaction to the news?

For my part, possible reasons I can come up with are. I am not looking to create debate or argument on the merits or otherwise of these points, so no need for anyone to go on the attack.

1. The market has had to listen and wait too long for the project to get going.
2. The market makers have been absorbing sellers over the past few months (whilst waiting for this news) and now the news is out, they need to release that stock back to investors and day traders.
3. Gas to power is a proof of concept; so is the Hydrogen prototype - so again the market is not yet convinced any of these will work (even though they are well enough proven elsewhere).
4. The market has little interest in relatively small Botswana plays at this time - due to Covid fatigue.
5. Omicron variant has further unsettled those interested to following this stock, Botswana or Southern Africa. (Omicron is new issue so I don’t blame it for reason why funding news has been ignored).
6. If not the market makers released any positions they have accumulated, then might it be other major and tired shareholders? That doesn’t make sense since they would have let price after news and sell into strength rather that force price further down.
7.
8.
9.
10.

Anyone is welcome to offer their reasons. This weeks activity has certainly surprised me.

(Smith - I am filtered so I am desperately hoping you can leave this thread alone and let people offer their views unfettered by your usual interference.)

Smith, I spotted immediately you were the sort that hold court in the pub where everyone agrees with everything you say and remind you it is your round.

So from ****ging off this company from the middle of 2017 until recently, I have been wrong…..

Right, fair enough, guilty as charged !!

RNS with milestones, funding tantalisingly close, yada yada yada….. Guilty guilty guilty.

You won’t keep me filtered - you can’t. You can’t bear to miss reading what others are saying, whether about you or the company.

Do the 2 horizontal wells work; do they generate sufficient gas flows; will more wells be required; is the gas composition good enough; what other expenditire is going to be necessary that we don’t know about; how much more debt will be required; how many more shares will be issued before the business is self-sustaining; why has the share price reacted like a fart in a small room (everyone ran for the door);

All you can offer anyone - I always trusted Tony; Tony will deliver; Tony Tony Tony Tony and Tony.
The great intellect or just endless posts every day written by BS where the content is BS informing us about BS. What happens when you get BS x 3? You get even more BS…….
Have a nice day. How is the immaterial share price doing?

None for Moagi - but yawl know there is more substance to my posts as to why Tlou has not been happening than the endless In Tony I trust dirge.

For the first time though, I will admit to being surprised at share prices reaction to the funding news. I can only assume it is because market makers have accumulated stock over an extended period and must now dispose of them.

I could certainly spot you Jeff. Too easy that one !

Smith - you really should try get a life.

Last 2 posts really says a lot about your life.

Date of that RNS ?

More than reasonable question F2. They pulled in 4.45m aussie late March, spent 330k salaries, 401k admin and listing costs, and 528k on field activities in the next 2 quarters to end Sept. Total of $1,259k for the 6 months, with 5.5m aussie still in the bank at start of this quarter.
There are bound to be costs incurred for negotiating and reviewing the PPA and CN agreement with Pension Fund, which I expect we will see at end December.
So yes, they pulled in the money in the capital raise to further the TL, but they didn’t really spend much on that yet it seems.
My sense on why the share price has not responded to the PPA and funding news is - Lesedi is a Proof of Concept project and Tlou are planning to link up only an initial 2MW of power to begin with, scaling to 10MW quickly (gas flows permitting) given they are putting in infrastructure with capacity well above that.
But for now, the market is focussing on a small scale POC, probably 2-3 years before first or meaningful revenues.
The Hydrogen initiative is also a POC given Synmet are in process of designing a prototype - so that is probably a year away before being on site (Tlou have a history of being optimistic with their timing).
And that will need money and funding - more equity? More debt? So more cost and dilution before any revenues and cash flows….
Tlou needs to get heir head down now, hopefully share their plans in decent detail and then jolly well get stuck in and deliver !! I

Smith - stop talking absolute utter twaddle. And stop prattling on like a big baby.

Bradley, check back to what I was saying long time back….. Tlou needed a PPA and then the funding in order to deliver the PPA.

And today … here we are …. finally the news needed to start the party.
Everything up to now has just been a little bit fun and games….. We still got 3 months probably before contracts awarded, teams mobilised, any final Environmentals in place, land rights secured, ….lots of little tedious details you take for granted but those tasked with delivery of process are going to have to spend a chunk of time on.
Yes, we will get spoon fed lots of promising sounding progress reports, interviews, presentation decks and the like. Morris and mates will tell us amazing things ahead….
Reality - the project might well be shovel ready and no problem they can get some boots on the ground quite soon. This is, always has been a POC for power generation into the grid - by when ??

Smith - for someone that doesn’t know what FID means in terms of project finance, do you really expect anyone here with an appreciation of capital markets, PE /VC, project finance lending and associated terms actually is going to be inspired by anything you have to add on this ?!

It is a 5 year Note. There is a high probability Tlou want he share price to perform so that it is converted to equity. At a nice big price well above where we are today. What needs to happen from here to then for that to happen?

Bear in mind, Tlou plan to spend this money to ‘connect to the grid’. That is essential. After that - are they going to be immediately injecting 2MW or 5 or 10 or what?

You figure it out for yourself man!
The great news about today is - No More Excuses are going to be acceptable, which is fine. But the management team have 3-6 months from here to demonstrate all the noise for past 10 years is a darned sight more than noise !!

You always thought I was reactionary and using the benefit of hindsight ……. Well doesn’t that just confirm How Stupid You Have Been All Along xxxx

Whizz, if this ‘dog’ doesn’t actually rerate from here we are ALL going to look like a proper bunch of Charlie’s.
If it requires a concerted PR campaign on Proactive and Twitter etc, and there is no real strength behind any rerate - what then ??!!

I wonder if MDCB will follow on here….. Now that would actually be something of a feather in Tony’s cap.