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You are right Brad as always. You are beating me 15 rounds to zero and your adoring fan club are chanting your name. Isn’t it funny how only you and me can see any of this ….
You are the Tomorrow Man for sure !! Hope you stick around long enough for the Tlou tomorrow. Something tells me you won’t.
If Tlou and Tony were so on top of things as your last message endeavours to persuade readers, how come the whole CBM RFP descended into the farce it became…
Are you really claiming that the reissue of the RFP and subsequent delays is due to a Govt / Ministry hell bent on keeping Sekaname engaged with the process.
This is how you think Govt works? Even in Africa….
Wow, you really do have a stiffey for old Tony, don’t you
Before expanding rapidly - I have heard that before so where ….
Go to Kalahari website. They claim 10 something TCF and that doesn’t seem to be doing them a whole pile of good now, does it.
But of course, I forgot. Tlou are the only ones that have gas in Botswana so everyone else can be ignored. Because Tony did it previously with Arrow and Sunshine.
But wait, the Lesedi leases were first worked by Kalahari back in the day (when maybe you had hair and teeth) and then flicked on a couple of times until a smooth aussie operator decided to bundle up leases in a loosely regulated /controlled jurisdiction in the hope of spinning a story and extracted shareholders dollars long before they realised getting the gas out of the cleats might prove more difficult that the Prospectus blurb led prospective punters to believe.
And the rest is history. A great idea that was born in the pre-GFC boom times, that traversed that market meltdown and bumbled along because the story was still fresh enough to raise more and more dollars from the ‘sheep’ and other new lambs.
Sheep and lambs tend to get slaughtered - usually in a short space of time. This one is all the more painful because it’s a death by 1,000 cuts.
Is amazing Smith that your opinions have now become totally accepting of the still very long lead time this project will take before any meaningful revenues are earned. Most switched on investors I know usually complain when a company’s strategy keep getting push further and further out.
Not you mate, not you. You have peddled the Tony is our Hero BS for so long now that you backed yourself into the corner with no way out for years and years.
The real question though is - have you yet realised the outcome of your years and years of preaching allegiance.
I don’t think you do. And if and when you do, you are such a stubborn old dolt you would never admit you were wrong .
Happy eulogising !
I don’t answer (in your time frame) and I am criticised. I do answer and I am told to go away. I give my opinion and I am told to go away.
Dinosaur springs to mind. As does fossil. As does my meeting next Tuesday.
Was there anything new in your last long ramble? No, didn’t think so - so why did you bother repeating your same old, same old. Your premise on Tlou is wrong; has always been wrong; will continue to be wrong until you think differently .
Gawd almighty, endless drivel.
I didn’t say anything wasn’t going to work; I said it would all take time, time and more time. Not something everyone here has an abundance of in their investment horizons.
Gas composition matters because it could result in significant extra cost if the percentages are not favourable - it would be so easy to eliminate this concern so why don’t they. How can it be said to be commercially sensitive when Tlou is the only CBM active project in Botswana. Tlou always sell a good news story - why not sell this one. Unless …….
New technology is wonderful - if it works. In case you forgot, Tlou service the supply side of market driven demand. They don’t have the balance sheet or market position to create the demand side; building that takes years. What did I say about time above.
Why is it that Tlou is still talking about wonderful opportunities today in the same way they sold the investment opportunity when first listing in the early 2010s?
Everything you blabber endlessly on about expouses only the opportunity side of the Tlou story; you ignore pretty much entirely the complexity of turning opportunity in shareholder wealth - and the time that all takes. Time again.
Classic - I have been endlessly stupid and so has all the reason that have knocked the share price to 1.5 pence levels. The only sage here that knows what is happening is ‘the self appointed one’ and all he can offer is that he is right and Tony Gilby will save the day. Basically that is his (I wouldn’t call it an) investment justification thesis - as clueless as the FD. As gullible an old goat as I have ever witnessed, and trust me I have seen a few !
First revenues from CBM are over a year away, and when they start they will be so small that the numbers alone cannot move the share price. That leaves other business strands to provide a justification to rerate the share price - SM IPO needs to go well, get sufficient money which will spent on a proof of concept technology that might then be useful to Tlou in a new market in Africa. That market has to first established, something Tlou cannot do alone - so everything takes time time and more time.
All the things Africa has lots of - time that is.
Do we already long suffering shareholders have as much time as this dog looks like it is going to need ……
I said it a long time ago - in 2017 - when nobody wanted to listen. The sheep were sleep walking then towards the cliff; where are they now?!
Tony and Clueless words were fluff. We all know it; why can’t any of you admit to saying it as well as thinking it.
Finally listened to the fluff interview of pleasantries and generalities. Tony had the perfect opportunity to inform the market on some level of gas flows - but stayed stuuum on it. He isn’t going to advise gas composition before he informs on flow rates, so no point getting hopes up.
Clueless comes over as usual tense, scripted awkward self. Surely by now he would know what to say, rather than appear scared to flow freely.
I think most are perhaps over-simplifying the supply chain acceptance challenges Sunrise has to address and overcome in order for the product to meet CMRC requirements. It isn’t as simple as digging it up, filling up lorries and driving to a yard somewhere.
Hallelujah brother. We are all doomed, doomed I say…
Hmmm, not entirely correct Winni. I post articles I think have some level of relevance to Tlou - sadly the greater majority just happen to be negative. But then the share price is depressed so hardly surprising there is little positive being circulated.
Is also funny - you don’t get why I post so therefore what I do has to be wrong. A bit arrogant of yourself don’t you think