Member Info for tidd83

John do what you want but do it quietly please. The B.B. doesn’t need to know your trading strategy you have nothing to prove.

Next round of performance rights to be issued are at 18p. Whilst that is no metric it shows the appetite of the board to indicates where this company is heading and further aligns them with SHs. They will not rest on their laurels, plenty of scenarios for this to work and the gas reserve review is also due to be released from SRK. 390% increase on last figures was based on a mere re-interpretation of existing data. Latest remodelling is based on much much more even above and beyond the Seismics and Core holing. Tlou have extended gas flow testing (approx 18 months) and infield proof of concept from gas to power solution already in place amongst many other points.

Again, everyone’s investment / trading decision is different. Your comment is no more right than my investment based decision and those who took stock here at 3p. It pays wel to hold if you research properly and the company continue to deliver.

John nobody has been spiked. If you knew the first thing about this company you’d know the inherent value. £45k buy in open doors

Spread is usually tighter than reported

Here we go

Joe, it doesn’t matter what your opinion of my posts are just as it doesn’t matter what my opinion of yours are. Ultimately, it is an annoyance the RFP has been delayed nobody can deny that but it’s merely that - a DELAY. It has not been culled or rejected, it sounds likely terms have changed but given the request for a re-tender it says a lot. The RFP is ONE and I repeat that ONE option for an offtake. There are plenty of potential customers that can be negotiated with. As I stated before, fundamentally the company and it’s asset has not changed. The gas is the same gas in place in the asset that was there a week ago when the share price was higher. The drop is based on the delay alone nothing more. If the work program sures up additional reserves then the value of the company will increase you can not dispute that fact. If an offtake comes in with one of the many other potential offtakes or is renegotiated with the government and perhaps expedited (we will find out in due course) there is nothing more than an extension of time which as colm stated was an unknown anyway. As I said, blood in the streets but I see no body count. For me bar an extension on time, nothing has fundamentally changed.

Indeed trading roughly around 11.3p mark so close to where the Botswana Officers Pension Fund lumped in their $2.4m recently.

John i don’t follow that belief whatsoever. News will be released in a timely manner, they will not sit on news just to satisfy superstitious theories. Most are here for the long term, imho the RFP is irrelevant whatever happens. A hiccup in the road, the gas is what matters. There are plenty of other customers that will take supply of gas and/or power.

Burrito indeed, Company are switched on and all over it. Was meaning more the market.

Buzz too many focussing in RFP. The biggest thing in the equation here is the gas, the RFP has been delayed but I’ve always said it’s about the reserves and we are about to get news following the Work program. Interesting how nobody seems to even consider that fact.

RNS could land tomorrow PM or Thursday as stated on podcast

The value of the company will be determined by the gas in the ground, they don’t need to produce a thing. If the reserve upgrade is significant that alone will transform the company at which point any offtake anywhere will do, they could sit on the deal and develop the field and do nothing if they do wished. Look at sunshine gas, never produced a thing and was sold on gas reserves only. Let’s not forget the importance of the asset.

Big disparity and discount to ASX still

All the relevant permits and approvals IN place to produce and sell**

Likewise no rush here. Fundamentally nothing has changed, a country in chronic need of energy and Tlou sitting on a 100% owned gas asset with all the relevant permits and approvals not in place to produce and sell. An RFP inbound, a reserve upgrade imminent and a potential for multiple other offtake opportunities. None of the above can be disputed let’s stick to the facts.

And the interview alluded to that. End of the day, has the RFP been totally ended? No. Is there other offtake opportunities? Yes. Wait one day and then we can debate in the mean time if you’ve sold out and are on the fence that is fine wait for news.

Perhaps but your speculating on an outcome and it’s merely that - SPECULATION. Your interpretation is different to mine and others, your entitled to it so why do we need to debate it? Neither of us are right until proven.

And export is in the interest of government as part of their diversification process they wish to become a net exporter of power what do you propose the upgrades to Morupole were for? To satisfy their demands and begin the export process..

If they didn’t want to negotiate a deal or even want to consider an offtake they wouldn’t have resubmitted an RFP simple. The RNS is perfectly fine, read it in the context of a company addressing its shareholders. It’s writing to state that other offtakes are being considered as a priority so to assure that they aren’t standing still and the company can still progress. The note on the tender process after RFP consideration? Of course they can’t say “we’ll commit” why would they when they don’t even know what the terms are? People are certainly looking in to this all wrong, wait until the news is released tomorrow. Until then it’s all pointless guessing.