Member Info for tidd83

I don’t think government would want power exporting when they are chronically short themselves. By the sounds of it they are all over CBM having heard the note on GGs discussions. Be patient, tomorrow will be the tell but it’s irrelevant as to who buys what, local supply is the logical option but it isn’t the only one.

Kaspr the economy of scale allows the 66kv for the initial modular step up. To upgrade beyond has already been costed and calculated to show an efficient manner since it’s a relay and upgrade on existing lines not a full implementation of infrastructure. Your sounding more and more line Kenmore everyday.

Excellent update from Colm. Story has not changed one bit, wait on the SAPP offtakes, the new RFP terms tomorrow and the potentially significant gas reserve upgrade. Team aren’t messing around here.

Trading around 25% higher at the min.

Not even worth debating. John do what you want but nobody needs to know what your doing with your money. Atb

The RNS came with 15mins left, MMs marked down and took stop losses, usual headless chicken panic. Let it settle, fundamentals are the same. Plenty of gas 100% owned with a reserve upgrade imminent. RFP is being adjusted for terms and other offtakes available. If you were selling your house and the first potential buyer said, let me come back to you - does that make it instantly worthless or do you just continue to develop it and let the value increase whilst speaking to others? Same applies here.

Given terms will be detailed tomorrow, I see no reason why the resubmission won’t be considered in a priority case. Look at how fast the ML came in, either way Tlou have all approvals to produce and sell. That means, should an offtake come onboard either government, local entity or export option they can develop and produce.

Was at 22.5c or 12.75p reported. Fundamentals the same and reserve upgrade also imminent. That should add some serious meat to the bone in terms of underlying value uplift. Wednesday new RFP news, if they didn’t want the product they’d clean come out and say it. It’s likely a term alteration that affects existing submission, I wouldn’t be surprised to see mention of expedited review process also.

Currently sat at 21.5c or 12.2p and rising. Tells you all you need to know. Plenty got mugged and stop losses hit yesterday, MMs will be making a pretty penny today as people buy back in, exactly why I avoid stop losses.

Not sure on the trade MrT however this was clearly tight lipped as no indication of trading sells earlier in the day. It’s interesting to see the idiots appear with SP predictions who have no clue as to the business or what it actually does yet finger in the air guesses. I think we are all speculating and nobody can make head nor tail until Wednesday. That said I don’t read into it as negatively as some just more a frustration of a delay which may work out beneficial in the long run or it may not, it may also expedite the resubmission and review process. Certainly not game over, share price drop will be overstated due to stop losses being taken out. MMs will take these and sell them back to bidders over the coming days/weeks and make a pretty penny imho.

Lol MrT.

I’d laugh if this was the makings of the greenfield 300mw gas plant that IKH originally were kicking for.

KAspr whos spinning anything? As stated, until Wednesday and news is released it’s speculation. Where’s the picture painting? Blood in the streets but I don’t see a body count, they’ve been asked to resubmit not rejection. The question is why - we will find out in due course. Certainly not the end by any means

Downtoearth surely that would be discussed at negotiation phase of the PPA? I think it’s safe to say nobody Wednesday well know more in the mean time it’s speculation

It won’t be that, they haven’t even negotiated. We’ll see Wednesday in the mean time it isn’t the only route to market. Usual aim overreaction.

I wouldn’t be too hasty on decisions. Wait until Wednesday for an update, bots pension just got wiped out as well so let’s see the outcome. They awarded a ML and why? Needs clarity. Also, reserves upgrade to come and still appears the ability for external offtake.

The reserves upgrade however and that in itself should be a noticeable event. News still expected Q1 and it’s not even at mid Q1 yet. Nothing is delayed.

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For anyone wanting a recap or links to any of the interviews/webinars/podcasts available. http://tlouenergy.wordpress.com

Positive news to launch this out of teens and into the twenty pence ranges. Exceed expectations and It could go anywhere. As well as the two pieces we are expectant of I don’t think it’s out of the realms of possibility for TG and the team to surprise us with something else. Perhaps a second offtake with a potential to export.