Tlou Energy (55L) 주식 개요Tlou Energy Limited는 남부 아프리카의 석탄층 메탄 자원을 탐사, 평가 및 개발하는 회사입니다. 자세히 보기55L 펀더멘털 분석스노우플레이크 점수가치 평가0/6미래 성장0/6과거 실적0/6재무 건전성1/6배당0/6위험 분석cash runway 경력이 1년 미만입니다.지난 5년간 매년 수익이 46.8% 감소했습니다.수익이 USD$1m 미만입니다(A$0)의미 있는 시가총액이 없습니다(€2M)모든 위험 점검 보기55L Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW480,107 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA480,107 investors already sharing narrativesYour Fair Value€Current Price€0.0005해당 없음내재 할인율Est. Revenue$PastFuture-61m12016201920222025202620282031Revenue AU$1.0Earnings AU$0.1AdvancedSet Fair ValueView all narrativesTlou Energy Limited 경쟁사Petro MatadSymbol: DB:HA3Market cap: €22.3mAB IgreneSymbol: DB:NJ0Market cap: €69.4mDeutsche RohstoffSymbol: XTRA:DR0Market cap: €420.6mBiofrigas SwedenSymbol: BST:1IOMarket cap: €15.9m가격 이력 및 성과Tlou Energy 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가AU$0.000552주 최고가AU$0.01152주 최저가AU$0.0005베타0.671개월 변동0%3개월 변동0%1년 변동-91.67%3년 변동-96.77%5년 변동-96.67%IPO 이후 변동-99.46%최근 뉴스 및 업데이트공고 • Sep 25Tlou Energy Limited, Annual General Meeting, Nov 25, 2025Tlou Energy Limited, Annual General Meeting, Nov 25, 2025.공고 • Mar 13Tlou Energy Limited Announces Management ChangesTlou Energy Limited announced that Ian Campbell and Allan Sullivan have been appointed to the Board as Non-Executive Chairman and Non-Executive Director respectively. In addition to the above changes, the role of Martin McIver the current Chairman, will revert to a Non-Executive Director role, Gabaake Gabaake will be appointed as Deputy Chairman and Colm Cloonan will become the Company Secretary following the resignation of Solomon Rowland. Dr. Ian Campbell holds a PhD in Electrical Engineering from the University of New South Wales and has over 50 years of experience in industry, software and electronic commerce. He has played a key role in successful commercial ventures in Australia, Asia, and USA, both as an investor and operator. Ian holds a controlling interest in ILC Investments Pty Ltd, which is Tlou's larger shareholder. Dr. Allan Sullivan holds a Doctor of Engineering from the University of Sydney and has amassed 50 years of diverse experience across various fields. His career has taken him across multiple regions, including Asia, Australia, and Europe where he has worked for global engineering companies including Landis & Gyr, ABB and Siemens where he participated on their subsidiary executive boards. Allan has served as a director for several listed entities. Mr. Solomon Rowland has resigned from his position as Company Secretary following an offer from another entity. Following these changes the board of Tlou Energy Limited is as follows: Ian Campbell - Non-Executive Chairman; Anthony Gilby - Managing Director & Chief Executive Officer; Gabaake Gabaake - Executive Director & Deputy Chairman; Colm Cloonan - Finance Director & Company Secretary; Hugh Swire - Non-Executive Director; Martin McIver - Non-Executive Director and Allan Sullivan - Non-Executive Director.공고 • Nov 25Tlou Energy Limited Announces Electrical Substation At Lesedi Nearing CompletionTlou Energy Limited announced Electrical substation at Lesedi nearing completion. Gas has been flowing from the Lesedi 4 and Lesedi 6 gas wells. The gas flow has been surging with work ongoing to produce a more constant rate. This is required to facilitate generation of power. The key issue has been coal fines or particles that have caused the downhole pump to block and have constrained the dewatering process. Tlou's operations team are fully focused on this issue at the present time. Once resolved, the aim is to maximise water drawdown to produce higher and more consistent gas flows over the coming months. Tlou's gas Reserves and Contingent Resources have been independently certified by SRK Consulting (Australasia) Pty Ltd. The Company's 2P Reserves are 40.8 Billion Cubic Feet (BCF) which is an energy equivalence of ~6.8 million barrels of oil (MMboe). A 10MW project is estimated to require less than 30 BCF of methane over a 25-year period. Tlou's 3P Reserves are 426.6 BCF. The 66kV power line connecting Lesedi to the Serowe substation is virtually complete and is designed to take up to 25MW of power. Some minor finishing works, such as the addition of switchgear at the Serowe substation, will be carried out prior to the line being energised. The power line is effectively under care and maintenance until Tlou is ready to bring it online. The Lesedi substation is over 90% complete with the Serowe extension ready for commissioning. A 5MVA step-up transformer was delivered to the project site on 20 November 2024. This is a key component to finalise the substation. With the transformer now in place, work will continue onsite with completion anticipated before the end of the year. The 5MVA transformer will facilitate around 5MW of generation. Further transformers will be added as the project grows with the substation designed for expansion up to 25MW. The Company has progressed discussions with a global power generation supplier to install a power generation facility at Lesedi using reciprocating 1,375 kW Cummins branded gas engines with GE generators. Should an agreement be put in place, the units will be delivered, installed and commissioned by the provider, who will also handle ongoing operations and maintenance. It is envisaged that power generators will be supplied and installed in phases, commensurate with gas production capacity. The lead time to get generators onsite is currently expected to be 6-8 weeks from order. The proposed generators can take up to 220m3 of methane per hour with actual power generation output subject to various factors including the temperature and altitude. The generator set includes a lower 20-foot container which houses a Cummins 1,375 kW engine and generator with an upper container including a radiator and the generator cooling system. The power station is anticipated to be installed, commissioned and tested ahead of first generation in mid-2025, subject to receiving adequate funding and flowing sufficient and consistent gas from existing and proposed production wells. Initial generation is planned to start with up to 2MW of power and as additional gas wells are drilled this will increase to 10MW in line with the Power Purchase Agreement (PPA) that is already in place with Botswana Power Corporation (BPC). The PPA is valid for an initial five-year term and upon successful completion of the first 10MW and prior to the end of the five-year term, the Government and BPC are committed to extending the existing PPA for at least a further five years and/or agreeing a new long term PPA with Tlou with increased power delivery beyond the initial 10MW. Thereafter expansion is planned to match the nominal 25MW of power that could be transmitted on the 66kV transmission line to Serowe that Tlou has constructed. Expansion beyond 25MW would involve building a new power line either to the east to join the existing 220kV grid at Mahalapye or to the northwest minerals province. Both of these markets have a power requirement in the order of 100MW or more. Additionally, the Southern African Power Pool reaches over 500 million potential electricity consumers providing virtually unlimited expansion potential. This, combined with the Company's 100% owned gas prospective acreage, sets the stage for considerable future growth potential. The Company's production and exploration licences are ideally located in Botswana's Central district with direct access to the grid. The Lesedi development, which includes the generation site, substations, gas production wells and operations camp is located on Tlou's 40km2 property which forms part of Tlou's production licence, which is valid until 2042. Additionally, Tlou's prospecting licences cover a very large area ensuring continuing exploration and development potential.공고 • Oct 28Tlou Energy Proposes Voluntary Cancellation of Ordinary Shares of Admission to AIMTlou Energy Limited announced the proposed cancellation of the admission of its Ordinary Shares to trading on AIM in accordance with Rule 41 of the AIM Rules for Companies ("AIM Rules"), subject to shareholder approval for the Cancellation at the Company's Annual General Meeting which is expected to take place on 26 November 2024. Following the AIM Delisting, the Company's shares will remain listed on the Botswana Stock Exchange ("BSE") and on the ASX, which will remain the primary trading venue for its equity securities. Securities in the Company will be publicly tradeable in the form of ASX-listed shares or on the Botswana Stock Exchange. The Company is providing an opportunity for shareholders to deposit their Ordinary Shares with the Company's ASX depositary in exchange for delivery of ASX shares, without cost, in connection with the AIM Delisting whether prior, on, or subsequent to 31 December 2024. The Company was admitted to AIM in 2015, at a time when there was good support from the UK market for African based projects and exploration companies such as Tlou. However, in recent years the level of support has dropped significantly especially in relation to exploration and fossil fuels despite the need for more exploration, mining and energy to power worldwide economies. This has been evident across many stock exchanges with the decline or delisting of many junior explorers. This pattern was a key factor in the decision to delist, with the Company not expecting the trend to change in the foreseeable future. The Directors believe that current challenging conditions within the UK market, particularly for exploration stocks, are making it challenging to raise capital for the Company in the UK with large discounts required where funds could be raised and lack of long-term support from investors compounding this issue. The Directors believe this is counterproductive for the Company's existing shareholders, and the Company does not believe this situation will change within a timeframe which will make remaining on AIM worthwhile. The considerable cost of maintaining admission to trading on AIM, including fees payable to its professional advisers, including the nominated adviser and broker, AIM fees payable to the London Stock Exchange as well as incremental legal, insurance, accounting and auditing fees, along with the considerable amount of management time and regulatory burden associated with maintaining the Company's admission to trading on AIM are, in the Directors' opinion, disproportionate to the benefits to the Company at this time. The Directors believe that the time and cost savings associated with maintaining the Company's admission to trading on AIM could be better utilised for the benefit of the Company and its shareholders in growing the business and in pursuing other opportunities; and It is the opinion of the Board that streamlining the Company share listings will not impact existing shareholders as shareholders will still be able to trade on the ASX, whilst bringing a reduction in administrative costs. Expected last day of dealings in the Ordinary Shares on AIM will be on 30 December 2024.공고 • Oct 01Tlou Energy Limited, Annual General Meeting, Nov 26, 2024Tlou Energy Limited, Annual General Meeting, Nov 26, 2024. Location: bdo brisbane, level 10, 12 creek street, brisbane qld 4000. AustraliaNew Risk • Sep 24New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Revenue is less than US$1m. Minor Risks Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Shareholders have been diluted in the past year (26% increase in shares outstanding). Market cap is less than US$100m (€23.7m market cap, or US$26.4m).더 많은 업데이트 보기Recent updates공고 • Sep 25Tlou Energy Limited, Annual General Meeting, Nov 25, 2025Tlou Energy Limited, Annual General Meeting, Nov 25, 2025.공고 • Mar 13Tlou Energy Limited Announces Management ChangesTlou Energy Limited announced that Ian Campbell and Allan Sullivan have been appointed to the Board as Non-Executive Chairman and Non-Executive Director respectively. In addition to the above changes, the role of Martin McIver the current Chairman, will revert to a Non-Executive Director role, Gabaake Gabaake will be appointed as Deputy Chairman and Colm Cloonan will become the Company Secretary following the resignation of Solomon Rowland. Dr. Ian Campbell holds a PhD in Electrical Engineering from the University of New South Wales and has over 50 years of experience in industry, software and electronic commerce. He has played a key role in successful commercial ventures in Australia, Asia, and USA, both as an investor and operator. Ian holds a controlling interest in ILC Investments Pty Ltd, which is Tlou's larger shareholder. Dr. Allan Sullivan holds a Doctor of Engineering from the University of Sydney and has amassed 50 years of diverse experience across various fields. His career has taken him across multiple regions, including Asia, Australia, and Europe where he has worked for global engineering companies including Landis & Gyr, ABB and Siemens where he participated on their subsidiary executive boards. Allan has served as a director for several listed entities. Mr. Solomon Rowland has resigned from his position as Company Secretary following an offer from another entity. Following these changes the board of Tlou Energy Limited is as follows: Ian Campbell - Non-Executive Chairman; Anthony Gilby - Managing Director & Chief Executive Officer; Gabaake Gabaake - Executive Director & Deputy Chairman; Colm Cloonan - Finance Director & Company Secretary; Hugh Swire - Non-Executive Director; Martin McIver - Non-Executive Director and Allan Sullivan - Non-Executive Director.공고 • Nov 25Tlou Energy Limited Announces Electrical Substation At Lesedi Nearing CompletionTlou Energy Limited announced Electrical substation at Lesedi nearing completion. Gas has been flowing from the Lesedi 4 and Lesedi 6 gas wells. The gas flow has been surging with work ongoing to produce a more constant rate. This is required to facilitate generation of power. The key issue has been coal fines or particles that have caused the downhole pump to block and have constrained the dewatering process. Tlou's operations team are fully focused on this issue at the present time. Once resolved, the aim is to maximise water drawdown to produce higher and more consistent gas flows over the coming months. Tlou's gas Reserves and Contingent Resources have been independently certified by SRK Consulting (Australasia) Pty Ltd. The Company's 2P Reserves are 40.8 Billion Cubic Feet (BCF) which is an energy equivalence of ~6.8 million barrels of oil (MMboe). A 10MW project is estimated to require less than 30 BCF of methane over a 25-year period. Tlou's 3P Reserves are 426.6 BCF. The 66kV power line connecting Lesedi to the Serowe substation is virtually complete and is designed to take up to 25MW of power. Some minor finishing works, such as the addition of switchgear at the Serowe substation, will be carried out prior to the line being energised. The power line is effectively under care and maintenance until Tlou is ready to bring it online. The Lesedi substation is over 90% complete with the Serowe extension ready for commissioning. A 5MVA step-up transformer was delivered to the project site on 20 November 2024. This is a key component to finalise the substation. With the transformer now in place, work will continue onsite with completion anticipated before the end of the year. The 5MVA transformer will facilitate around 5MW of generation. Further transformers will be added as the project grows with the substation designed for expansion up to 25MW. The Company has progressed discussions with a global power generation supplier to install a power generation facility at Lesedi using reciprocating 1,375 kW Cummins branded gas engines with GE generators. Should an agreement be put in place, the units will be delivered, installed and commissioned by the provider, who will also handle ongoing operations and maintenance. It is envisaged that power generators will be supplied and installed in phases, commensurate with gas production capacity. The lead time to get generators onsite is currently expected to be 6-8 weeks from order. The proposed generators can take up to 220m3 of methane per hour with actual power generation output subject to various factors including the temperature and altitude. The generator set includes a lower 20-foot container which houses a Cummins 1,375 kW engine and generator with an upper container including a radiator and the generator cooling system. The power station is anticipated to be installed, commissioned and tested ahead of first generation in mid-2025, subject to receiving adequate funding and flowing sufficient and consistent gas from existing and proposed production wells. Initial generation is planned to start with up to 2MW of power and as additional gas wells are drilled this will increase to 10MW in line with the Power Purchase Agreement (PPA) that is already in place with Botswana Power Corporation (BPC). The PPA is valid for an initial five-year term and upon successful completion of the first 10MW and prior to the end of the five-year term, the Government and BPC are committed to extending the existing PPA for at least a further five years and/or agreeing a new long term PPA with Tlou with increased power delivery beyond the initial 10MW. Thereafter expansion is planned to match the nominal 25MW of power that could be transmitted on the 66kV transmission line to Serowe that Tlou has constructed. Expansion beyond 25MW would involve building a new power line either to the east to join the existing 220kV grid at Mahalapye or to the northwest minerals province. Both of these markets have a power requirement in the order of 100MW or more. Additionally, the Southern African Power Pool reaches over 500 million potential electricity consumers providing virtually unlimited expansion potential. This, combined with the Company's 100% owned gas prospective acreage, sets the stage for considerable future growth potential. The Company's production and exploration licences are ideally located in Botswana's Central district with direct access to the grid. The Lesedi development, which includes the generation site, substations, gas production wells and operations camp is located on Tlou's 40km2 property which forms part of Tlou's production licence, which is valid until 2042. Additionally, Tlou's prospecting licences cover a very large area ensuring continuing exploration and development potential.공고 • Oct 28Tlou Energy Proposes Voluntary Cancellation of Ordinary Shares of Admission to AIMTlou Energy Limited announced the proposed cancellation of the admission of its Ordinary Shares to trading on AIM in accordance with Rule 41 of the AIM Rules for Companies ("AIM Rules"), subject to shareholder approval for the Cancellation at the Company's Annual General Meeting which is expected to take place on 26 November 2024. Following the AIM Delisting, the Company's shares will remain listed on the Botswana Stock Exchange ("BSE") and on the ASX, which will remain the primary trading venue for its equity securities. Securities in the Company will be publicly tradeable in the form of ASX-listed shares or on the Botswana Stock Exchange. The Company is providing an opportunity for shareholders to deposit their Ordinary Shares with the Company's ASX depositary in exchange for delivery of ASX shares, without cost, in connection with the AIM Delisting whether prior, on, or subsequent to 31 December 2024. The Company was admitted to AIM in 2015, at a time when there was good support from the UK market for African based projects and exploration companies such as Tlou. However, in recent years the level of support has dropped significantly especially in relation to exploration and fossil fuels despite the need for more exploration, mining and energy to power worldwide economies. This has been evident across many stock exchanges with the decline or delisting of many junior explorers. This pattern was a key factor in the decision to delist, with the Company not expecting the trend to change in the foreseeable future. The Directors believe that current challenging conditions within the UK market, particularly for exploration stocks, are making it challenging to raise capital for the Company in the UK with large discounts required where funds could be raised and lack of long-term support from investors compounding this issue. The Directors believe this is counterproductive for the Company's existing shareholders, and the Company does not believe this situation will change within a timeframe which will make remaining on AIM worthwhile. The considerable cost of maintaining admission to trading on AIM, including fees payable to its professional advisers, including the nominated adviser and broker, AIM fees payable to the London Stock Exchange as well as incremental legal, insurance, accounting and auditing fees, along with the considerable amount of management time and regulatory burden associated with maintaining the Company's admission to trading on AIM are, in the Directors' opinion, disproportionate to the benefits to the Company at this time. The Directors believe that the time and cost savings associated with maintaining the Company's admission to trading on AIM could be better utilised for the benefit of the Company and its shareholders in growing the business and in pursuing other opportunities; and It is the opinion of the Board that streamlining the Company share listings will not impact existing shareholders as shareholders will still be able to trade on the ASX, whilst bringing a reduction in administrative costs. Expected last day of dealings in the Ordinary Shares on AIM will be on 30 December 2024.공고 • Oct 01Tlou Energy Limited, Annual General Meeting, Nov 26, 2024Tlou Energy Limited, Annual General Meeting, Nov 26, 2024. Location: bdo brisbane, level 10, 12 creek street, brisbane qld 4000. AustraliaNew Risk • Sep 24New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Revenue is less than US$1m. Minor Risks Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Shareholders have been diluted in the past year (26% increase in shares outstanding). Market cap is less than US$100m (€23.7m market cap, or US$26.4m).공고 • Aug 23Tlou Energy Limited has completed a Follow-on Equity Offering in the amount of AUD 0.995787 million.Tlou Energy Limited has completed a Follow-on Equity Offering in the amount of AUD 0.995787 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 16,198,413 Price\Range: AUD 0.035 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 12,252,655 Price\Range: AUD 0.035 Transaction Features: Subsequent Direct ListingNew Risk • Jul 31New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Revenue is less than US$1m. Minor Risks Shareholders have been diluted in the past year (24% increase in shares outstanding). Market cap is less than US$100m (€26.8m market cap, or US$29.1m).New Risk • Apr 30New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 52% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Shareholders have been substantially diluted in the past year (52% increase in shares outstanding). Revenue is less than US$1m. Minor Risk Market cap is less than US$100m (€33.3m market cap, or US$35.7m).New Risk • Mar 28New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 51% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Shareholders have been substantially diluted in the past year (51% increase in shares outstanding). Revenue is less than US$1m. Minor Risk Market cap is less than US$100m (€31.8m market cap, or US$34.4m).공고 • Feb 23Tlou Energy Limited Announces Project Update: Progress Towards Electricity GenerationTlou Energy Limited announced Project Update: Progress Towards Electricity Generation. Lesedi production wells: The Lesedi 4P and 6P production wells are continuing to flow gas as the water level is being gradually lowered to just above the coal. Once the wells stabilise and stop surging (gas and water), gas flow rates will be measured. Tlou is confident that with the in-house knowledge gained from recent drilling efforts, extracting more and more gas out of the coal reservoir will become progressively simpler and more cost effective due to economies of scale. Transmission line: The 66kV electricity transmission line connecting Tlou's Lesedi power generation site to the power grid has been constructed and the line has been connected to the Serowe substation. Any minor finishing works and the addition of switchgear at the Serowe substation will be done prior to the line being energised. The line will be energised as soon as the substation at Lesedi is complete which is expected around the middle of the year subject to funding. The transmission line is a vital element of the Lesedi project. With the completion of the transmission line, the Lesedi project is no longer isolated from Botswana's electricity market and is now connected to the broader Southern African Power Pool. Lesedi Substation: The Lesedi substation, which will connect Tlou's power generators to the transmission line, is approximately 38% complete. Installation of the earth mat is complete with the control room currently being constructed. Generators: Gas fired generators will be installed adjacent to the Lesedi substation on Tlou's 100% owned land. Consultant engineers are evaluating generator options and obtaining quotes from suppliers. Funding: The Company is in discussions with several strategic parties to secure the remaining funds required for project completion. The aim is to secure funding this quarter. The Company remains committed to delivering electricity into the grid at the earliest opportunity, with power sales contracted under the existing 10MW Power Purchase Agreement with Botswana Power Corporation.공고 • Nov 24Tlou Energy Limited announced that it has received AUD 3 million in funding from Ilc Investments Pty Ltd and another investorOn November 24, 2023, Tlou Energy Limited closed the transaction. The company has received AUD 1,000,000 in second and final tranche.New Risk • Sep 24New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$10m free cash flow). Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 7.3% per year over the past 5 years. Shareholders have been substantially diluted in the past year (71% increase in shares outstanding). Revenue is less than US$1m. Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Market cap is less than US$100m (€18.6m market cap, or US$19.8m).공고 • Sep 12Tlou Energy Limited Completes Lesedi 4 and 6 DrillingTlou Energy Limited announced that the successful redrill of both lateral wells of the Lesedi 4 production pod has been completed. As reported previously, drilling has also been completed at the new Lesedi 6 pod with both lateral wells (Lesedi 6A and Lesedi 6B) successfully intersecting the target vertical well (Lesedi 6P). The aim of redrilling the Lesedi 4 wells is to provide straighter lateral sections compared to the original wells. The Lesedi 4 pod has flowed gas for a number of years and these straighter laterals are expected to assist with removing water from the reservoir to more efficiently dewater and flow gas. Following completion of the redrill, both Lesedi 4 and Lesedi 6 pods will be flushed to clear the wells and then have production equipment installed to commence dewatering ahead of gas production. Construction of the transmission lines to connect the Lesedi power project to the existing power grid is progressing. Overall progress to date is approximately 90%. Key items outstanding include a road crossing and further stringing of the line. Transmission line work is on track to be completed later this year and well in advance of planned first power into the grid. Separately, work on the substations which are required at either end of the transmission line is also continuing. The contractors are onsite at Lesedi carrying out initial work including site clearing and further updates will be provided in due course.공고 • Sep 11Tlou Energy Limited, Annual General Meeting, Oct 31, 2023Tlou Energy Limited, Annual General Meeting, Oct 31, 2023, at 10:01 E. Australia Standard Time.New Risk • Sep 08New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$10m free cash flow). Share price has been highly volatile over the past 3 months (9.1% average weekly change). Earnings have declined by 7.3% per year over the past 5 years. Shareholders have been substantially diluted in the past year (71% increase in shares outstanding). Revenue is less than US$1m. Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Market cap is less than US$100m (€18.9m market cap, or US$20.3m).New Risk • Jun 24New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 71% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$10m free cash flow). Share price has been highly volatile over the past 3 months (25% average weekly change). Earnings have declined by 7.3% per year over the past 5 years. Shareholders have been substantially diluted in the past year (71% increase in shares outstanding). Revenue is less than US$1m. Minor Risk Market cap is less than US$100m (€23.9m market cap, or US$26.0m).공고 • Jun 14Tlou Energy Limited Announces Drilling and Operational UpdateTlou Energy Limited announced that it is currently drilling the Lesedi 6 gas production pod. The pod will comprise one vertical production well (Lesedi 6P) intersected by two lateral wells (Lesedi 6A and Lesedi 6B) drilled horizontally through the target reservoir section for several hundred metres. Lesedi 6P - Vertical Production Well; This well has been drilled to a depth of 589m and intersected 6m of the target lower Morupule coal. Well casing was cemented in place, with fiberglass casing at the target coal seam underreamed to expose the coal to the well bore to facilitate dewatering and gas flow. Core-hole drilling; The objective of the core-hole is to provide additional geological control in the vicinity of the Lesedi 6 gas production pod. In addition to providing coal and gas content data, the core-hole accurately determined the top and bottom of the target coal seam close to where the lateral section of Lesedi 6A and Lesedi 6B will enter the coal. This is important data for drilling of the lateral section of each well. The core-hole was completed and logged after reaching a total depth of 535m and intersecting 6m of coal. 18 coal samples were taken and placed in desorption canisters for further analysis. Transmission Lines; Work on the transmission lines to connect Tlou's Lesedi power project to the existing power grid is progressing. Overall progress to date is 73%. This work is expected to be completed in 3Q23. The 100 Km line includes planting wooden and steel pole structures. Most of the wooden poles have been erected and work has begun on the steel structures. Line stringing is also underway with 30km of the phase conductor and 67km of the GSW earth wire complete. Substations; Substations are required at either end of the transmission line, one to tie Tlou's generators to the transmission line at Lesedi and another to integrate the line with the existing Botswana Power Corporation (BPC) substation at Serowe. OptiPower, a division of Murray & Roberts Ltd. has been contracted to complete this work. OptiPower has established a site in Serowe and appointed subcontractors for detailed engineering design and civils works with geotechnical assessments, soil resistivity and topographical surveys now complete. The substations are expected to be commissioned in 2Q24. Operations and generation facility; Work is continuing on a purpose-built operations facility for the initial 10MW development and to allow for project expansion thereafter. This project is being managed by African Gas Services on behalf of Tlou and it is expected to be completed later this year. This facility will also include the power generation site and the Company has engaged external advisors to provide technical and commercial advice relating to site based power generation design, procurement, construction and operation.Board Change • Jan 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Hugh Swire was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공고 • Jan 26Tlou Energy Limited has completed a Follow-on Equity Offering in the amount of AUD 3.067865 million.Tlou Energy Limited has completed a Follow-on Equity Offering in the amount of AUD 3.067865 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 87,653,278 Price\Range: AUD 0.035 Transaction Features: Subsequent Direct Listing공고 • Dec 19Tlou Energy Limited, Annual General Meeting, Jan 18, 2023Tlou Energy Limited, Annual General Meeting, Jan 18, 2023, at 10:01 E. Australia Standard Time. Location: BDO, Level 10, 12 Creek Street, BRISBANE Australia Agenda: To consider the Ratification of previous issue of Placement Shares under Listing Rule 7.1A to (entities controlled by) Dr Ian Campbell; to consider the Ratification of previous issue of Placement Shares under Listing Rule 7.1 to (entities controlled by) Dr Ian Campbell; to consider and Approval to issue Placement Shares to IC Australia (No 2) Pty Ltd, an entity controlled by Dr Ian Campbell (or entities controlled by him); to consider and Approval to issue Placement Shares to Solomon Rowland; to consider and Approval to issue Placement Shares to Solomon Rowland; to consider and Approval to issue Placement Shares to investors introduced by Dr Ian Campbell; and to consider other matters.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Hugh Swire was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.주주 수익률55LDE Oil and GasDE 시장7D0%4.1%0.1%1Y-91.7%14.7%-0.5%전체 주주 수익률 보기수익률 대 산업: 55L은 지난 1년 동안 14.7%의 수익을 기록한 German Oil and Gas 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 55L은 지난 1년 동안 -0.5%를 기록한 German 시장보다 저조한 성과를 냈습니다.주가 변동성Is 55L's price volatile compared to industry and market?55L volatility55L Average Weekly Movement0%Oil and Gas Industry Average Movement8.3%Market Average Movement5.3%10% most volatile stocks in DE Market12.7%10% least volatile stocks in DE Market2.7%안정적인 주가: 데이터를 사용할 수 없습니다.시간에 따른 변동성: Insufficient data to determine 55L의 변동성 변화를 판단할 수 없습니다.회사 소개설립직원 수CEO웹사이트2009n/an/awww.tlouenergy.comTlou Energy Limited는 남부 아프리카에서 석탄층 메탄 자원을 탐사, 평가, 개발하는 회사입니다. 또한 가스 화력 발전, 태양광 발전, 수소 프로젝트 개발에도 참여하고 있습니다. 이 회사는 2009년에 설립되었으며 호주 브리즈번에 본사를 두고 있습니다.더 보기Tlou Energy Limited 기초 지표 요약Tlou Energy의 순이익과 매출은 시가총액과 어떻게 비교됩니까?55L 기초 통계시가총액€1.59m순이익 (TTM)-€37.64m매출 (TTM)n/a0.0x주가매출비율(P/S)0.0x주가수익비율(P/E)55L는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표55L 손익계산서 (TTM)매출AU$0매출원가AU$0총이익AU$0기타 비용AU$61.48m순이익-AU$61.48m최근 보고된 실적Dec 31, 2025다음 실적 발표일해당 없음주당순이익(EPS)-0.047총이익률0.00%순이익률0.00%부채/자본 비율2,186.6%55L의 장기 실적은 어땠습니까?과거 실적 및 비교 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/23 03:46종가2026/07/23 00:00수익2025/12/31연간 수익2025/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Tlou Energy Limited는 5명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Andrew ScottCGS InternationalKrista WalterMorgans Financial LimitedDan PayneNational Bank Financial2명의 분석가 더 보기
공고 • Sep 25Tlou Energy Limited, Annual General Meeting, Nov 25, 2025Tlou Energy Limited, Annual General Meeting, Nov 25, 2025.
공고 • Mar 13Tlou Energy Limited Announces Management ChangesTlou Energy Limited announced that Ian Campbell and Allan Sullivan have been appointed to the Board as Non-Executive Chairman and Non-Executive Director respectively. In addition to the above changes, the role of Martin McIver the current Chairman, will revert to a Non-Executive Director role, Gabaake Gabaake will be appointed as Deputy Chairman and Colm Cloonan will become the Company Secretary following the resignation of Solomon Rowland. Dr. Ian Campbell holds a PhD in Electrical Engineering from the University of New South Wales and has over 50 years of experience in industry, software and electronic commerce. He has played a key role in successful commercial ventures in Australia, Asia, and USA, both as an investor and operator. Ian holds a controlling interest in ILC Investments Pty Ltd, which is Tlou's larger shareholder. Dr. Allan Sullivan holds a Doctor of Engineering from the University of Sydney and has amassed 50 years of diverse experience across various fields. His career has taken him across multiple regions, including Asia, Australia, and Europe where he has worked for global engineering companies including Landis & Gyr, ABB and Siemens where he participated on their subsidiary executive boards. Allan has served as a director for several listed entities. Mr. Solomon Rowland has resigned from his position as Company Secretary following an offer from another entity. Following these changes the board of Tlou Energy Limited is as follows: Ian Campbell - Non-Executive Chairman; Anthony Gilby - Managing Director & Chief Executive Officer; Gabaake Gabaake - Executive Director & Deputy Chairman; Colm Cloonan - Finance Director & Company Secretary; Hugh Swire - Non-Executive Director; Martin McIver - Non-Executive Director and Allan Sullivan - Non-Executive Director.
공고 • Nov 25Tlou Energy Limited Announces Electrical Substation At Lesedi Nearing CompletionTlou Energy Limited announced Electrical substation at Lesedi nearing completion. Gas has been flowing from the Lesedi 4 and Lesedi 6 gas wells. The gas flow has been surging with work ongoing to produce a more constant rate. This is required to facilitate generation of power. The key issue has been coal fines or particles that have caused the downhole pump to block and have constrained the dewatering process. Tlou's operations team are fully focused on this issue at the present time. Once resolved, the aim is to maximise water drawdown to produce higher and more consistent gas flows over the coming months. Tlou's gas Reserves and Contingent Resources have been independently certified by SRK Consulting (Australasia) Pty Ltd. The Company's 2P Reserves are 40.8 Billion Cubic Feet (BCF) which is an energy equivalence of ~6.8 million barrels of oil (MMboe). A 10MW project is estimated to require less than 30 BCF of methane over a 25-year period. Tlou's 3P Reserves are 426.6 BCF. The 66kV power line connecting Lesedi to the Serowe substation is virtually complete and is designed to take up to 25MW of power. Some minor finishing works, such as the addition of switchgear at the Serowe substation, will be carried out prior to the line being energised. The power line is effectively under care and maintenance until Tlou is ready to bring it online. The Lesedi substation is over 90% complete with the Serowe extension ready for commissioning. A 5MVA step-up transformer was delivered to the project site on 20 November 2024. This is a key component to finalise the substation. With the transformer now in place, work will continue onsite with completion anticipated before the end of the year. The 5MVA transformer will facilitate around 5MW of generation. Further transformers will be added as the project grows with the substation designed for expansion up to 25MW. The Company has progressed discussions with a global power generation supplier to install a power generation facility at Lesedi using reciprocating 1,375 kW Cummins branded gas engines with GE generators. Should an agreement be put in place, the units will be delivered, installed and commissioned by the provider, who will also handle ongoing operations and maintenance. It is envisaged that power generators will be supplied and installed in phases, commensurate with gas production capacity. The lead time to get generators onsite is currently expected to be 6-8 weeks from order. The proposed generators can take up to 220m3 of methane per hour with actual power generation output subject to various factors including the temperature and altitude. The generator set includes a lower 20-foot container which houses a Cummins 1,375 kW engine and generator with an upper container including a radiator and the generator cooling system. The power station is anticipated to be installed, commissioned and tested ahead of first generation in mid-2025, subject to receiving adequate funding and flowing sufficient and consistent gas from existing and proposed production wells. Initial generation is planned to start with up to 2MW of power and as additional gas wells are drilled this will increase to 10MW in line with the Power Purchase Agreement (PPA) that is already in place with Botswana Power Corporation (BPC). The PPA is valid for an initial five-year term and upon successful completion of the first 10MW and prior to the end of the five-year term, the Government and BPC are committed to extending the existing PPA for at least a further five years and/or agreeing a new long term PPA with Tlou with increased power delivery beyond the initial 10MW. Thereafter expansion is planned to match the nominal 25MW of power that could be transmitted on the 66kV transmission line to Serowe that Tlou has constructed. Expansion beyond 25MW would involve building a new power line either to the east to join the existing 220kV grid at Mahalapye or to the northwest minerals province. Both of these markets have a power requirement in the order of 100MW or more. Additionally, the Southern African Power Pool reaches over 500 million potential electricity consumers providing virtually unlimited expansion potential. This, combined with the Company's 100% owned gas prospective acreage, sets the stage for considerable future growth potential. The Company's production and exploration licences are ideally located in Botswana's Central district with direct access to the grid. The Lesedi development, which includes the generation site, substations, gas production wells and operations camp is located on Tlou's 40km2 property which forms part of Tlou's production licence, which is valid until 2042. Additionally, Tlou's prospecting licences cover a very large area ensuring continuing exploration and development potential.
공고 • Oct 28Tlou Energy Proposes Voluntary Cancellation of Ordinary Shares of Admission to AIMTlou Energy Limited announced the proposed cancellation of the admission of its Ordinary Shares to trading on AIM in accordance with Rule 41 of the AIM Rules for Companies ("AIM Rules"), subject to shareholder approval for the Cancellation at the Company's Annual General Meeting which is expected to take place on 26 November 2024. Following the AIM Delisting, the Company's shares will remain listed on the Botswana Stock Exchange ("BSE") and on the ASX, which will remain the primary trading venue for its equity securities. Securities in the Company will be publicly tradeable in the form of ASX-listed shares or on the Botswana Stock Exchange. The Company is providing an opportunity for shareholders to deposit their Ordinary Shares with the Company's ASX depositary in exchange for delivery of ASX shares, without cost, in connection with the AIM Delisting whether prior, on, or subsequent to 31 December 2024. The Company was admitted to AIM in 2015, at a time when there was good support from the UK market for African based projects and exploration companies such as Tlou. However, in recent years the level of support has dropped significantly especially in relation to exploration and fossil fuels despite the need for more exploration, mining and energy to power worldwide economies. This has been evident across many stock exchanges with the decline or delisting of many junior explorers. This pattern was a key factor in the decision to delist, with the Company not expecting the trend to change in the foreseeable future. The Directors believe that current challenging conditions within the UK market, particularly for exploration stocks, are making it challenging to raise capital for the Company in the UK with large discounts required where funds could be raised and lack of long-term support from investors compounding this issue. The Directors believe this is counterproductive for the Company's existing shareholders, and the Company does not believe this situation will change within a timeframe which will make remaining on AIM worthwhile. The considerable cost of maintaining admission to trading on AIM, including fees payable to its professional advisers, including the nominated adviser and broker, AIM fees payable to the London Stock Exchange as well as incremental legal, insurance, accounting and auditing fees, along with the considerable amount of management time and regulatory burden associated with maintaining the Company's admission to trading on AIM are, in the Directors' opinion, disproportionate to the benefits to the Company at this time. The Directors believe that the time and cost savings associated with maintaining the Company's admission to trading on AIM could be better utilised for the benefit of the Company and its shareholders in growing the business and in pursuing other opportunities; and It is the opinion of the Board that streamlining the Company share listings will not impact existing shareholders as shareholders will still be able to trade on the ASX, whilst bringing a reduction in administrative costs. Expected last day of dealings in the Ordinary Shares on AIM will be on 30 December 2024.
공고 • Oct 01Tlou Energy Limited, Annual General Meeting, Nov 26, 2024Tlou Energy Limited, Annual General Meeting, Nov 26, 2024. Location: bdo brisbane, level 10, 12 creek street, brisbane qld 4000. Australia
New Risk • Sep 24New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Revenue is less than US$1m. Minor Risks Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Shareholders have been diluted in the past year (26% increase in shares outstanding). Market cap is less than US$100m (€23.7m market cap, or US$26.4m).
공고 • Sep 25Tlou Energy Limited, Annual General Meeting, Nov 25, 2025Tlou Energy Limited, Annual General Meeting, Nov 25, 2025.
공고 • Mar 13Tlou Energy Limited Announces Management ChangesTlou Energy Limited announced that Ian Campbell and Allan Sullivan have been appointed to the Board as Non-Executive Chairman and Non-Executive Director respectively. In addition to the above changes, the role of Martin McIver the current Chairman, will revert to a Non-Executive Director role, Gabaake Gabaake will be appointed as Deputy Chairman and Colm Cloonan will become the Company Secretary following the resignation of Solomon Rowland. Dr. Ian Campbell holds a PhD in Electrical Engineering from the University of New South Wales and has over 50 years of experience in industry, software and electronic commerce. He has played a key role in successful commercial ventures in Australia, Asia, and USA, both as an investor and operator. Ian holds a controlling interest in ILC Investments Pty Ltd, which is Tlou's larger shareholder. Dr. Allan Sullivan holds a Doctor of Engineering from the University of Sydney and has amassed 50 years of diverse experience across various fields. His career has taken him across multiple regions, including Asia, Australia, and Europe where he has worked for global engineering companies including Landis & Gyr, ABB and Siemens where he participated on their subsidiary executive boards. Allan has served as a director for several listed entities. Mr. Solomon Rowland has resigned from his position as Company Secretary following an offer from another entity. Following these changes the board of Tlou Energy Limited is as follows: Ian Campbell - Non-Executive Chairman; Anthony Gilby - Managing Director & Chief Executive Officer; Gabaake Gabaake - Executive Director & Deputy Chairman; Colm Cloonan - Finance Director & Company Secretary; Hugh Swire - Non-Executive Director; Martin McIver - Non-Executive Director and Allan Sullivan - Non-Executive Director.
공고 • Nov 25Tlou Energy Limited Announces Electrical Substation At Lesedi Nearing CompletionTlou Energy Limited announced Electrical substation at Lesedi nearing completion. Gas has been flowing from the Lesedi 4 and Lesedi 6 gas wells. The gas flow has been surging with work ongoing to produce a more constant rate. This is required to facilitate generation of power. The key issue has been coal fines or particles that have caused the downhole pump to block and have constrained the dewatering process. Tlou's operations team are fully focused on this issue at the present time. Once resolved, the aim is to maximise water drawdown to produce higher and more consistent gas flows over the coming months. Tlou's gas Reserves and Contingent Resources have been independently certified by SRK Consulting (Australasia) Pty Ltd. The Company's 2P Reserves are 40.8 Billion Cubic Feet (BCF) which is an energy equivalence of ~6.8 million barrels of oil (MMboe). A 10MW project is estimated to require less than 30 BCF of methane over a 25-year period. Tlou's 3P Reserves are 426.6 BCF. The 66kV power line connecting Lesedi to the Serowe substation is virtually complete and is designed to take up to 25MW of power. Some minor finishing works, such as the addition of switchgear at the Serowe substation, will be carried out prior to the line being energised. The power line is effectively under care and maintenance until Tlou is ready to bring it online. The Lesedi substation is over 90% complete with the Serowe extension ready for commissioning. A 5MVA step-up transformer was delivered to the project site on 20 November 2024. This is a key component to finalise the substation. With the transformer now in place, work will continue onsite with completion anticipated before the end of the year. The 5MVA transformer will facilitate around 5MW of generation. Further transformers will be added as the project grows with the substation designed for expansion up to 25MW. The Company has progressed discussions with a global power generation supplier to install a power generation facility at Lesedi using reciprocating 1,375 kW Cummins branded gas engines with GE generators. Should an agreement be put in place, the units will be delivered, installed and commissioned by the provider, who will also handle ongoing operations and maintenance. It is envisaged that power generators will be supplied and installed in phases, commensurate with gas production capacity. The lead time to get generators onsite is currently expected to be 6-8 weeks from order. The proposed generators can take up to 220m3 of methane per hour with actual power generation output subject to various factors including the temperature and altitude. The generator set includes a lower 20-foot container which houses a Cummins 1,375 kW engine and generator with an upper container including a radiator and the generator cooling system. The power station is anticipated to be installed, commissioned and tested ahead of first generation in mid-2025, subject to receiving adequate funding and flowing sufficient and consistent gas from existing and proposed production wells. Initial generation is planned to start with up to 2MW of power and as additional gas wells are drilled this will increase to 10MW in line with the Power Purchase Agreement (PPA) that is already in place with Botswana Power Corporation (BPC). The PPA is valid for an initial five-year term and upon successful completion of the first 10MW and prior to the end of the five-year term, the Government and BPC are committed to extending the existing PPA for at least a further five years and/or agreeing a new long term PPA with Tlou with increased power delivery beyond the initial 10MW. Thereafter expansion is planned to match the nominal 25MW of power that could be transmitted on the 66kV transmission line to Serowe that Tlou has constructed. Expansion beyond 25MW would involve building a new power line either to the east to join the existing 220kV grid at Mahalapye or to the northwest minerals province. Both of these markets have a power requirement in the order of 100MW or more. Additionally, the Southern African Power Pool reaches over 500 million potential electricity consumers providing virtually unlimited expansion potential. This, combined with the Company's 100% owned gas prospective acreage, sets the stage for considerable future growth potential. The Company's production and exploration licences are ideally located in Botswana's Central district with direct access to the grid. The Lesedi development, which includes the generation site, substations, gas production wells and operations camp is located on Tlou's 40km2 property which forms part of Tlou's production licence, which is valid until 2042. Additionally, Tlou's prospecting licences cover a very large area ensuring continuing exploration and development potential.
공고 • Oct 28Tlou Energy Proposes Voluntary Cancellation of Ordinary Shares of Admission to AIMTlou Energy Limited announced the proposed cancellation of the admission of its Ordinary Shares to trading on AIM in accordance with Rule 41 of the AIM Rules for Companies ("AIM Rules"), subject to shareholder approval for the Cancellation at the Company's Annual General Meeting which is expected to take place on 26 November 2024. Following the AIM Delisting, the Company's shares will remain listed on the Botswana Stock Exchange ("BSE") and on the ASX, which will remain the primary trading venue for its equity securities. Securities in the Company will be publicly tradeable in the form of ASX-listed shares or on the Botswana Stock Exchange. The Company is providing an opportunity for shareholders to deposit their Ordinary Shares with the Company's ASX depositary in exchange for delivery of ASX shares, without cost, in connection with the AIM Delisting whether prior, on, or subsequent to 31 December 2024. The Company was admitted to AIM in 2015, at a time when there was good support from the UK market for African based projects and exploration companies such as Tlou. However, in recent years the level of support has dropped significantly especially in relation to exploration and fossil fuels despite the need for more exploration, mining and energy to power worldwide economies. This has been evident across many stock exchanges with the decline or delisting of many junior explorers. This pattern was a key factor in the decision to delist, with the Company not expecting the trend to change in the foreseeable future. The Directors believe that current challenging conditions within the UK market, particularly for exploration stocks, are making it challenging to raise capital for the Company in the UK with large discounts required where funds could be raised and lack of long-term support from investors compounding this issue. The Directors believe this is counterproductive for the Company's existing shareholders, and the Company does not believe this situation will change within a timeframe which will make remaining on AIM worthwhile. The considerable cost of maintaining admission to trading on AIM, including fees payable to its professional advisers, including the nominated adviser and broker, AIM fees payable to the London Stock Exchange as well as incremental legal, insurance, accounting and auditing fees, along with the considerable amount of management time and regulatory burden associated with maintaining the Company's admission to trading on AIM are, in the Directors' opinion, disproportionate to the benefits to the Company at this time. The Directors believe that the time and cost savings associated with maintaining the Company's admission to trading on AIM could be better utilised for the benefit of the Company and its shareholders in growing the business and in pursuing other opportunities; and It is the opinion of the Board that streamlining the Company share listings will not impact existing shareholders as shareholders will still be able to trade on the ASX, whilst bringing a reduction in administrative costs. Expected last day of dealings in the Ordinary Shares on AIM will be on 30 December 2024.
공고 • Oct 01Tlou Energy Limited, Annual General Meeting, Nov 26, 2024Tlou Energy Limited, Annual General Meeting, Nov 26, 2024. Location: bdo brisbane, level 10, 12 creek street, brisbane qld 4000. Australia
New Risk • Sep 24New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Revenue is less than US$1m. Minor Risks Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Shareholders have been diluted in the past year (26% increase in shares outstanding). Market cap is less than US$100m (€23.7m market cap, or US$26.4m).
공고 • Aug 23Tlou Energy Limited has completed a Follow-on Equity Offering in the amount of AUD 0.995787 million.Tlou Energy Limited has completed a Follow-on Equity Offering in the amount of AUD 0.995787 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 16,198,413 Price\Range: AUD 0.035 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 12,252,655 Price\Range: AUD 0.035 Transaction Features: Subsequent Direct Listing
New Risk • Jul 31New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Revenue is less than US$1m. Minor Risks Shareholders have been diluted in the past year (24% increase in shares outstanding). Market cap is less than US$100m (€26.8m market cap, or US$29.1m).
New Risk • Apr 30New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 52% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Shareholders have been substantially diluted in the past year (52% increase in shares outstanding). Revenue is less than US$1m. Minor Risk Market cap is less than US$100m (€33.3m market cap, or US$35.7m).
New Risk • Mar 28New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 51% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Shareholders have been substantially diluted in the past year (51% increase in shares outstanding). Revenue is less than US$1m. Minor Risk Market cap is less than US$100m (€31.8m market cap, or US$34.4m).
공고 • Feb 23Tlou Energy Limited Announces Project Update: Progress Towards Electricity GenerationTlou Energy Limited announced Project Update: Progress Towards Electricity Generation. Lesedi production wells: The Lesedi 4P and 6P production wells are continuing to flow gas as the water level is being gradually lowered to just above the coal. Once the wells stabilise and stop surging (gas and water), gas flow rates will be measured. Tlou is confident that with the in-house knowledge gained from recent drilling efforts, extracting more and more gas out of the coal reservoir will become progressively simpler and more cost effective due to economies of scale. Transmission line: The 66kV electricity transmission line connecting Tlou's Lesedi power generation site to the power grid has been constructed and the line has been connected to the Serowe substation. Any minor finishing works and the addition of switchgear at the Serowe substation will be done prior to the line being energised. The line will be energised as soon as the substation at Lesedi is complete which is expected around the middle of the year subject to funding. The transmission line is a vital element of the Lesedi project. With the completion of the transmission line, the Lesedi project is no longer isolated from Botswana's electricity market and is now connected to the broader Southern African Power Pool. Lesedi Substation: The Lesedi substation, which will connect Tlou's power generators to the transmission line, is approximately 38% complete. Installation of the earth mat is complete with the control room currently being constructed. Generators: Gas fired generators will be installed adjacent to the Lesedi substation on Tlou's 100% owned land. Consultant engineers are evaluating generator options and obtaining quotes from suppliers. Funding: The Company is in discussions with several strategic parties to secure the remaining funds required for project completion. The aim is to secure funding this quarter. The Company remains committed to delivering electricity into the grid at the earliest opportunity, with power sales contracted under the existing 10MW Power Purchase Agreement with Botswana Power Corporation.
공고 • Nov 24Tlou Energy Limited announced that it has received AUD 3 million in funding from Ilc Investments Pty Ltd and another investorOn November 24, 2023, Tlou Energy Limited closed the transaction. The company has received AUD 1,000,000 in second and final tranche.
New Risk • Sep 24New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$10m free cash flow). Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 7.3% per year over the past 5 years. Shareholders have been substantially diluted in the past year (71% increase in shares outstanding). Revenue is less than US$1m. Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Market cap is less than US$100m (€18.6m market cap, or US$19.8m).
공고 • Sep 12Tlou Energy Limited Completes Lesedi 4 and 6 DrillingTlou Energy Limited announced that the successful redrill of both lateral wells of the Lesedi 4 production pod has been completed. As reported previously, drilling has also been completed at the new Lesedi 6 pod with both lateral wells (Lesedi 6A and Lesedi 6B) successfully intersecting the target vertical well (Lesedi 6P). The aim of redrilling the Lesedi 4 wells is to provide straighter lateral sections compared to the original wells. The Lesedi 4 pod has flowed gas for a number of years and these straighter laterals are expected to assist with removing water from the reservoir to more efficiently dewater and flow gas. Following completion of the redrill, both Lesedi 4 and Lesedi 6 pods will be flushed to clear the wells and then have production equipment installed to commence dewatering ahead of gas production. Construction of the transmission lines to connect the Lesedi power project to the existing power grid is progressing. Overall progress to date is approximately 90%. Key items outstanding include a road crossing and further stringing of the line. Transmission line work is on track to be completed later this year and well in advance of planned first power into the grid. Separately, work on the substations which are required at either end of the transmission line is also continuing. The contractors are onsite at Lesedi carrying out initial work including site clearing and further updates will be provided in due course.
공고 • Sep 11Tlou Energy Limited, Annual General Meeting, Oct 31, 2023Tlou Energy Limited, Annual General Meeting, Oct 31, 2023, at 10:01 E. Australia Standard Time.
New Risk • Sep 08New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$10m free cash flow). Share price has been highly volatile over the past 3 months (9.1% average weekly change). Earnings have declined by 7.3% per year over the past 5 years. Shareholders have been substantially diluted in the past year (71% increase in shares outstanding). Revenue is less than US$1m. Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Market cap is less than US$100m (€18.9m market cap, or US$20.3m).
New Risk • Jun 24New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 71% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$10m free cash flow). Share price has been highly volatile over the past 3 months (25% average weekly change). Earnings have declined by 7.3% per year over the past 5 years. Shareholders have been substantially diluted in the past year (71% increase in shares outstanding). Revenue is less than US$1m. Minor Risk Market cap is less than US$100m (€23.9m market cap, or US$26.0m).
공고 • Jun 14Tlou Energy Limited Announces Drilling and Operational UpdateTlou Energy Limited announced that it is currently drilling the Lesedi 6 gas production pod. The pod will comprise one vertical production well (Lesedi 6P) intersected by two lateral wells (Lesedi 6A and Lesedi 6B) drilled horizontally through the target reservoir section for several hundred metres. Lesedi 6P - Vertical Production Well; This well has been drilled to a depth of 589m and intersected 6m of the target lower Morupule coal. Well casing was cemented in place, with fiberglass casing at the target coal seam underreamed to expose the coal to the well bore to facilitate dewatering and gas flow. Core-hole drilling; The objective of the core-hole is to provide additional geological control in the vicinity of the Lesedi 6 gas production pod. In addition to providing coal and gas content data, the core-hole accurately determined the top and bottom of the target coal seam close to where the lateral section of Lesedi 6A and Lesedi 6B will enter the coal. This is important data for drilling of the lateral section of each well. The core-hole was completed and logged after reaching a total depth of 535m and intersecting 6m of coal. 18 coal samples were taken and placed in desorption canisters for further analysis. Transmission Lines; Work on the transmission lines to connect Tlou's Lesedi power project to the existing power grid is progressing. Overall progress to date is 73%. This work is expected to be completed in 3Q23. The 100 Km line includes planting wooden and steel pole structures. Most of the wooden poles have been erected and work has begun on the steel structures. Line stringing is also underway with 30km of the phase conductor and 67km of the GSW earth wire complete. Substations; Substations are required at either end of the transmission line, one to tie Tlou's generators to the transmission line at Lesedi and another to integrate the line with the existing Botswana Power Corporation (BPC) substation at Serowe. OptiPower, a division of Murray & Roberts Ltd. has been contracted to complete this work. OptiPower has established a site in Serowe and appointed subcontractors for detailed engineering design and civils works with geotechnical assessments, soil resistivity and topographical surveys now complete. The substations are expected to be commissioned in 2Q24. Operations and generation facility; Work is continuing on a purpose-built operations facility for the initial 10MW development and to allow for project expansion thereafter. This project is being managed by African Gas Services on behalf of Tlou and it is expected to be completed later this year. This facility will also include the power generation site and the Company has engaged external advisors to provide technical and commercial advice relating to site based power generation design, procurement, construction and operation.
Board Change • Jan 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Hugh Swire was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공고 • Jan 26Tlou Energy Limited has completed a Follow-on Equity Offering in the amount of AUD 3.067865 million.Tlou Energy Limited has completed a Follow-on Equity Offering in the amount of AUD 3.067865 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 87,653,278 Price\Range: AUD 0.035 Transaction Features: Subsequent Direct Listing
공고 • Dec 19Tlou Energy Limited, Annual General Meeting, Jan 18, 2023Tlou Energy Limited, Annual General Meeting, Jan 18, 2023, at 10:01 E. Australia Standard Time. Location: BDO, Level 10, 12 Creek Street, BRISBANE Australia Agenda: To consider the Ratification of previous issue of Placement Shares under Listing Rule 7.1A to (entities controlled by) Dr Ian Campbell; to consider the Ratification of previous issue of Placement Shares under Listing Rule 7.1 to (entities controlled by) Dr Ian Campbell; to consider and Approval to issue Placement Shares to IC Australia (No 2) Pty Ltd, an entity controlled by Dr Ian Campbell (or entities controlled by him); to consider and Approval to issue Placement Shares to Solomon Rowland; to consider and Approval to issue Placement Shares to Solomon Rowland; to consider and Approval to issue Placement Shares to investors introduced by Dr Ian Campbell; and to consider other matters.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Hugh Swire was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
