TOU 0.00% 3.4¢ tlou energy limited

No major surprises... Project development moving ahead... Q3/Q4...

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    No major surprises... Project development moving ahead... Q3/Q4 first electricity production (and revenue)...
    Suspect focus will then go back onto drilling to expand production (and certified reserves base)...
    The plant design diagram looks like they will simply add more modular generators to expand production..
    The 66kv line will take 25Mw... From previously released data that's $25m in revenue..,
    The Botswanan government's original coal seam gas RFP was for 100Mw...
    With further development, TOU is in the box seat for that...
    Also, overall Botswanan is about 300Mw short in power (imported from SA)...
    In addition, the area diagram in the Qly suggests a potential power line to the Orapa Diamond mine power station...
    From memory, that's about 70Mw to capacity...
    Over time this could get very big...
 
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