Member Info for tidd83

You certainly get a lot for your money. Already had a successful gas hit in Italy, strong board, multiple assets including a chunk of a huge multi billion barrell potential asset.

To have tightened right up. Excellent news this morning, that’s a significant appointment who should bring even more clout.

Olda investment is all about giving the stock time to mature and grow, nothing will ever go up in a straight line and there will always be delays along the way. As Ive said before, fundamentally nothing has changed except for a delay on the RFP. All other points remain the same and we still await the reserve news from SRK in the meantime this is not a single customer scenario.

Buckler that is merely your interpretation for which you are entitled to state. To post that they are not entirely convinced is supposition since neither of us can categorically state their opinions without speaking to them. What I can go off is, if they were not “convinced” why have they re-engaged both parties? Let us see what develops however in the mean time, to assume this is the only party that can be dealt with would be wrong. No disrespect meant earlier. ATB.

Haha singer god bless also. No malice this end, just helping out with some misguided theories.

And since this board is all about research of course I’ll givd you a little point in the right direction. As I said, please don’t come here to try and teach members how to suck eggs. https://en.m.wikipedia.org/wiki/Independent_Power_Corporation

That last point about Tlou NOT being sole entity, should address your “theory” on the following: “TLOU will be required to re-submit the tender as part of a re-tender process and the reason that is occurring is because the government want submissions from /other/ tenderers who have demonstrated prior success in developing and operating CBM based projects at scale.“

“threatening to go to a different board and post under multiple aliases is probably a little childish Tidd.” Not sure where I posted a threat to do so, I asked a question in relation to a breach of rules which you seemed quick to defend for your fellow board member, I suppose it’s childish and unwise when the shoe is on the other foot but your happy to advocate such behaviour from your friends here? One may call that double standards. Anyway I digress.. If I need to tell you answers around a CPR and it’s value you seriously need to do some do some deep dive research. The asset is the same asset as it were last week with the same “potentials” of offtake as stand today. The RFP is up for retender as per the RNS and all other opportunities remain open so, value in ground will be reduced (as is the case and always been the case) until a customer (for which there are potentially many) takes offtake. Your comment around wishing to invest is about as relevant as me wishing to invest in your dredge boat company having read your comments on your board and so, assuming your narrow belief that CPR is worth nothing can you advise me on what basis you would invest? Or - like your counter part are you merely here to cause disruption? It seems that is something synonymous with Kenmare SHs. As for current company size, are you suggesting at the grant of approvals of various licenses that both the ministry and government have done no DD of Tlou? Your thought on ML revoke is always a risk as would be getting struck by lightning tomorrow whilst walking down the road or your dredge dam collapsing again and washing away 300 residents. You see, there is risk to every investment and aspect of life, we manage those risks with a risk/reward weighted approach that’s the beauty of investment is it not? One more point to add, you do realise Tlou are not sole entity in this venture? It appears you have failed to acknowledge such points but, then why would you?

Buckler an opinion is absolutely fine, and admin would agree with that. Your little friend got banned for posting lies and stating them factually over and over again - of course you’d know all that. That same friend who feels the need to register multiple alliases to talk to himself on other forums to try and self promote himself. Now I’d call all of those points breaking the rules - wouldn’t you? Nice you appear to fight his battles knowing little of his actions, two sides to every story though right? Since your suddenly taking an interest id think you’d find that the risks have been discussed both here and on other social media channels - multiple times. Also the points for other plans should plan A not proceed or delay etc. Of course, again - you’d know all this? Seems not. As for the license, again you assume people have not brushed up on research and requested information directly from the company. Bold move given you only just appeared, given your attitude and egotistical entry you were advised to contact the company who as stated would be more than forthcoming to answer questions. The phrase DYOR comes to mind. Not sure why you feel the need to come save your little friend, let me assure you it things were only opinion they’d be open for debate and he would not be banned. Though I suppose breaking the rules is ok in your book? Maybe the entire board here should wander over to Kenmare and start posting lies all day long under multiple accounts, or is that different?

Chestermike, thankyou for taking the time to liaise with the company also and to share your findings. Of course my previous post was not directed at yourself. It may be worth those who have recently appeared with their own theories to contact the company directly themselves - I always find them to be quite engaging.

I see a common use of the word “if” of which parts are in direct conflict with the announcements made by the recognised channels. That aside I’m not entirely sure a foreign government would be overly concerned with what is written on a free UK public discsussion board if I am honest. Appreciate the theory though.

Buckle, having read the latest posts from you on yours and Kenmores board (which let’s be fair is not the performer of the year to say the least). It’s clear there are a number of points you don’t understand. Now, I am more than happy to take the discussion privately or back to your board if you wish but please don’t play Kenmore and come across here telling us how to suck eggs. I’d have thought you better then that, don’t lower yourself to his level. Good luck.

Thanks Learner. MMs will always take advantage of such volatility it’s how they make their money. The 7 points can’t be disputed, all are factual. There is nobody in Botswana that can bring CBM online in A reasonably time frame other than Tlou. As for the process of “someone else can do it” which I’ve seen batted about, same issue applies, nobody else is in production therefore government have to accommodate a route to market either by a pilot outside of the RFP or to amend the RFP process (or both) should they want it. If they didn’t want it, why did they just request a retender? Above and beyond this, there is nothing stopping Tlou from producing and selling to any other offtake inside of bots or as part of the SAPP, that is exactly one of the reasons why the pool exists.

Take a look at the Kenmare board. Kaspr is infact Kenmore operating under a ban again. Hence why his comments especially are a bit suspect of late. Caposka - I know he has addressed you but just to be clear, this user is banned on HotCopper and is now on ADVFN under multiple aliases trash talking. What does that say about this individual? I’ll leave you to consider.. Have a good weekend all!

Indeed syngen, a mere hiccup on the journey of trail blazing an industry. Anyone who doesn’t expect delays for a venture and first of its kind once in a while is mistaken. Government error clearly, given Tlou, Wade, IPC and Aurecon all collectively worked on the tender (all of which have done this multiple times historically) then its undoubtedly clear who dropped the ball. Regardless, a mere delay which may actually result in a fast track outside of an RFP. I actually wouldn’t be surprised to see the Ministry push something forward ahead of the tender. It’s clear GG is pushing for this and government have granted such a thing before. 5mw solar pilot - no RFP required, granted to proceed on fast track pilot. No reason why the same won’t apply for CBM to get the industry going whilst the RFP moves forward. As they say, much to do about nothing. Now - bring on that fat gas reserve statement SRK.

Even better then.

1. Tlou respond to government next week in regards to RFP. 2. Government have agreed to a retender process for upto 100MW (shows they want this or else why not cancel?) 3. Gabaake Gabaake is in discussions to request a pilot power plant outside of an RFP process with the Ministry 4. Gabaake Gabaake also in discussions with other external parties like mines and companies for additional offtake opportunities. 5. In the mean time priority discussions are continuing and run alongside the original RFP process with offtakers for export opportunities. These discussions were already ongoing. 6. Ultimately priority will bhe to establish an offtake, in the meantime the reserves upgrade is to come, value of which all falls to bottom line. 7. Tlou still have all approvals in place to go into production.

John likely they would have done extensive DD before investing. They would know the risks and outcomes of many scenarios and unlikely that they will trade in/out such an amount just because of a delay. All basis would be covered in their review of said scenarios. Not your "usual" headless chicken PI.

Superjim, Your detailed post highlights the same thoughts as myself. Whilst there is no denying a delay is frustrating, there will always be these occurrences in business. Is it the end of the road? Absolutely not! I remain as bullish with Tlou as I have ever been, no concerns here.

Not that it matters but if people had listened to me then they would be sitting on a handsome paper profit given I have been i here since sub 4p. Lets discuss the company not silly price predictions and yes I stand by my beliefs since I have researched enough to know this is not as severe as some may consider. Each to their own, bags of patience this end.