I show below my position in every stock - held or not held. Of course I could easily be lying, as has been suggested by posters on this and other boards. Anonymity allows much latitude I suppose - I prefer to work with my own personal value system and challenge where the ‘smell’ seems off somewhat. In a seismic kind of way.
Where is Tlou going once the Reserves are upgraded and the bid is confirmed ? Will 10MW send share price into orbit; can SRK validate further the promising early stage data sets that read so promising pre Xmas.
Maybe all this is what made price double since late October. Maybe it is just the end of the start. Or heaven forbid, the start of the end. Maybe solar takes over as the supporting act to coal. Maybe Masisi and the next Govt set are big fans of gas, or maybe Moropule interests are so vested that Govt cannot afford to bring in serious competition. Lots more maybes - maybe it really is blue sky is the limit. Hmmm yeah lucky us - right place right time.
Who the heck knows, coz for sure I don’t. All I do know is I would rather analyse and challenge potential strengths weaknesses barriers to success, collaboratively if possible, v read non-stop everything about Tlou is simply amazing and that TG is on his hat trick.
Come on Govt - just Award the darned bid and put everyone out of their misery. What have you been doing for 16 weeks ...
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