Member Info for tidd83

Some large prints yesterday, expect this to further bounce up. Technically and fundamentally undervalued. Should see this move back to double digits.

Has begun coverage with target of 20p.

Here is phenomenal. Good to see works commence on the huge resource, earn in right to 80% as planned. Multiple streams all underway, very happy and ever closer to the BFS for BKM!

Well beyond that figure naked imho.

Just impatience Eddie and most need someone to hold their hand. Let them do their thing, we will get an update when ones due but first well should be near complete if not already with a second one due to begin before the end of this month. Second rig to come online too.

Up 7% overnight. Time to bounce.

Ludicrous is right. Plenty of potential customers, securing a customer won’t be the issue here - the biggest risk was the gas and at such an early stage there has been a large quantity proven. Given the company have the production license in place then there won’t be much needed to surge this. If the market won’t a customer for which there is likely many then an MOU or LOI or even a firm deal should re-rate the stock given the current logic that is being applied. In the mean time and as you stated, these reserves are only ever going to increase and current MCAP doesn’t even come close to the value of the gas booked.

Very nice that’s me stopped out. See where the dust settles on this. II shorters pants taken down indeed

I agree ifonly hence why I’m short.

I am from 800p. Not a bad result but imho the rise don’t be sustained, happy to take a position to the short side.

Early morning euphoria perhaps.

40bcf 2P and 420bcf 3P with +14TCF prospective with a current 3.2TCF contingent also under review. None of which is priced in.

To II levels. Should see news very soon on the first well.

Couldn’t agree more. Johns now on filter got bored of his ramblings, not sure why he feels the need to convince everyone he’s a great Trader when his actions are so obviously misguided and contradictory. John you do realise people can see your posting history don’t you?

Whatever you say John however looking at your reported “buy/sell” posts that nobody was interested in it looks to me like your timings were all wrong so either you told find previously or you told fibs today. Irrelevant to the wider board. As for me, makes no odds whatsoever as being a long term investor I don’t trade in/out every five minutes unless something materially changes to the story. Not sure a delay makes much difference to my strategy given I’ll be in here for a few more years yet regardless. Fundamentals are still the same.

John your posting history is in direct conflict with what you just posted and claim. Not that it matters. Given the amount of gas now in place and proven the has increased substantially, the recent spend on exploration has returned a large multiple on asset value. I personally don’t think an offtake or two are going to be as distant as some are expecting. One customer and a clear route to market will see this multiply. 100% owned asset with no debt and +14TCF prospective with over 420bcf 3P and 40bcf 2P already booked at such an early stage will not go unnoticed for long.

Let’s see what the team have up their sleeves.

As has always been the case, the value is in the gas. 1000% more of it and yet the shares are cheaper. https://audioboom.com/posts/6689792-tlou-energy-tlou-eco-atlantic-oil-gas-eco-and-russ-mould-on-k3c-mcl-crw

Bobby it’s been clarified on the recent interviews and RNS. To summarise; The RFP is being amended to better fit both parties so that it can be successfully concluded as this is a new industry the documents needed addressing as strict regulations meant they could not adhere to compliance. In itself that tells you that government are running a legitimate evaluation in that they are stringent on rules. The RFP is for Tlou and Sekaname to retender and may or may not be expedited. In the mean time the ministry and government are being spoken to in regards a fast track 5-10mw pilot outside of an RFP in the same way as already has been granted to another solar partner in Botswana which is outside of any tender process. Now given Tlou are also looking at hybrid of solar/gas and as per their montage show solar on the field development plan perhaps this could be agreed on a 50/50 solar/gas mix for the pilot which would be perfect. Additional to that their is discussions ongoing with mines local to Botswana who would most likely be keen to take a competitive bid from a gas to energy producer. There is also the SAPP which opens massive opportunity to other country members either by government, localised companies and/or government backed entities to also take an energy feed. The fact remains, Tlou have 1000% more gas in place yet the share price has halved. They have all the relevant approvals including a production license to effectively sell the product. They have plenty of cash in the bank, strong backing by various partners, financial discussions around debt based funding sound promising and they are years ahead of anybody else in an industry offering cheaper and more cleaner solutions from an indigenous resource. The asset is huge and 100% owned and they have zero debt, so no CLNs to worry about and no payments to worry about etc. Those are the stone cold hard facts and they appear very bullish to me.

Olda likely they bought because they see long term value. I doubt they’ll concern themselves over a short term blip and delay. Which is precisely what this is.