Member Info for Thornback

Hi MM, I'm forever trying to find info on our competition and am struggling to find anything new on KE/Sekaname as you indicate.
The only other company I can find info on is Strata X who have joined forces with Real Energy Corp and are now called Pure Hydrogen Corporation.
The name reflects their ambition to build a large hydrogen business.
Is this why Tlou have covered off hydrogen production I wonder..?

Pure Hydrogen have teamed up with Botgas in Botswana and have been carrying out drilling recently but again, it appears  they are targetting Hydrogen. I'm yet to find any reference to them and Gas to power projects.
More research is required however.

This is the latest info on them

https://www.google.com/amp/s/stockhead.com.au/energy/pure-hydrogen-makes-progress-in-gas-project-in-botswana-aims-to-be-a-leading-hydrogen-producer-in-africa/%3famp

Ha-ha moagi, you really are a Far Superior Being to the rest of us;

"I wonder who will be man enough to apologise"

You conveniently forgot to add the heavily caveated section of the RNS which has been stated a few times now.
I'm sure you're sat there laughing whilst typing and thinking to yourself this will wind people up, you must be.
If you're not then get out and get some air in your lungs FSB

Great post NoEasy.
The reduction in salaries speaks volumes for me.
I personally believe they are doing everything they can to get this project up and running, why on earth wouldn't they.
Yes they've made some mistakes, notibly the "tantalisingly close" statement from Colm, however he was given a bum steer IMO.
Yes it's very disappointing we aren't much further on but mud slinging at the BOD whilst sat in our armchairs is dead easy.
It's been painfully slow but if and when the PPA and finance are in place people will be a little more lenient instead of being very frustrated.

Your point is valid Appi however projects change.
Many moths ago I asked the company why the TL scope hasn't started and am satisfied with the "if somewhat cryptic" response I received.
Like I keep saying it's all about the PPA and Build and Transfer contract IMO.
Just to add I'm satisfied the company could have started the TL scope, however on reflection I think they've done right in holding off.

Yeah Steve Hughes was a big loss updo.
I'm sure you're aware he's teamed up with TM at C3 metals

https://mobile.twitter.com/TlouEnergy/status/1440253461480673290

https://mobile.twitter.com/TlouEnergy/status/1440252796591230996

That's a fair post Appi, I honestly think TG thought at the time that the PPA was "tantalisingly close" again.
That doesn't excuse him he should have stated that no field work would be carried out without the PPA and 1st phase of funding being in place.
One thing is crystal clear now though and as stated in their July RNS is that the timing of the PPA is out of their control.
It's sh*t orbust time..!

It's vert quiet on here.
Has eveyone been sucked onto Sasha's telegram group..?

Agree with that MM.
Let's not forget the detail design by Mott and tenders are all complete.
Let's say we started physical construction of the TL scope, by now the company would have been back to shareholders for more money/equity that would have gone down like a lead balloon. And If this is a build and transfer model as I believe it is then this complicates things further.
Don't forget the preferred finance option is with companies who want a PPA in place before committing.
I also believe the PPA and financing could well come hand in hand if not very close behind. The financing is not the issue IMO the PPA is and as MM has stated that's currently doing the rounds in the slow machine that is the Botswaba system.

What were you expecting moagi..?
We all know it's all about the PPA

Good afternoon mfm, you're entitled to your opinion as everyone should be without being slated for questioning truths, such as "why is the SP so low"
On many occaisions I have tried to get a debate going to try and tease out what the issue could be but hit dead ends every time.
As far as the sycophant crack, It was just refreshing to read something lengthy, detailed and pertinent to the company instead of chilish throw away comments. Apologies if you found my reply to Badget somewhat obsequoius that wasn't my intention.
Anyway that's me done on here now.
Good luck for the future.

Fantastic post as always Badger.
I do fear the sycophants will return when there's a lift in the SP.

I particularly like part 2, absolutely nailed it and put so much more eloquently than I could have done.

Please post more often if you can as your opinion and detail is very valuable to me, OK it' might not appeal to some who prefer the "Go Brian" and "UOG, what a company" posts but it works for me.
I hope Levi and Art return too.
I have been here 4+ years and Levi's posts like yours have always got me thinking and researching, so please Levi don't let the blinkered bullies force you off this BB.
Good luck all

A very fair post O2.
Let's pray the financials at the end of the month are highly positive.
Other "potential" SP growth areas;
**Fix the water cut.
**Receive Selva and Hibiscis payments.
**Good results from exploration well.
I still believe uog is undervalued but If all these come to fruition and the SP hasn't improved much then I have a decision to make.
It appears quite a number have already made their decision and left the building..!

Aye, let's pray we see some growth then Greg.
Larkin and Leather's salaries have had some growth that's for sure, meanwhile the SP has gone south for the last 4 months.
Fingers crossed.

Moagi I will once again remind you what you wrote in your first post back in January.

I will happily depart as quickly as I reappeared if folks start being disrespectful about other posters views. Life is too short 

Seriously you should seek medical help, you are so consumed and bitter about this company.
You now think that you, being the most clued up and important poster in your opinion matters a jot. Are you seriously wanting posters to express deep gratitude for your opinions, are you really that important..?
Get help mate, seriously you are going into meltdown.

Another bullish tweet.

https://mobile.twitter.com/TlouEnergy/status/1438811629572042755

Mrmoagi, this is an excerpt from the 30th of July Operational report.

A 10MW project could generate annual revenue of approximately US$10m. Once the first 10MW is in place, the project can rapidly expand.

Whether people believe it or not is adifferent matter.

Agreed NE.
I've always believed that the BPOPF could well finance this Project and It would be the perfect fit if so.

And one of the few times I've heard him mention shareholders..
Maybe the poor SP has finally grabbed his attention..!

https://mobile.twitter.com/UOGPLC/status/1438767052395880453

Meanwhile RKH and 4 other companies are suing governments around the world because climate change actions have threatened their profits.
The move out if Europe was an obvious one, let's get the Hibiscus and Selva payments banked and hopefully start moving up from here.

Rockhopper is currently suing the Italian government for $325m (£234.8m) in a dispute related to a ban on offshore oil drilling close to the coastline.

https://news.sky.com/story/fossil-fuel-companies-are-suing-governments-across-the-world-for-more-than-18bn-12409573