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Listened to it all, and it confirmed my idea that Sekaname and Tlou were both looking at roads to sell comprssed gas in cylinders at that time.
Given the upgrade to produce and deliver electricity power direct to Serowe (with massive savings on the cost of delivery long term?) perhaps the 5 year delay will eventually be beneficial to our dividends (not planned for years to come- we are going to plough early earnings back into expansion and solar energy).
Mirror mirror on the wall ..... hee haw ycmiu!
I found the podcast that I have referenced a few times!
no wonder I could not find it ... it was issued back in June 2015, pre-Selemo and ought to be so dated, but there is very little change between then and now (haven't listened to it all yet).
I believed him then, and I still b;ieve him now!
It is very compelling though the timescales were not expected but any of us I guess.
Happy listening for first timers!
https://www.youtube.com/watch?v=4yyYJiNpdWM
Bigjeff, why do you think that? Donkey called Tlou a negative in 2017 and for best part of 3 years. If you had read and understood his posts recently, you would have noted his tone changed to something rather upbeat as things were gradually moving in Botswana. He called Bots inefficiency on the money; others sought comfort in headlines on Good Governance, Transparency Index, politically stable and look where that got them. Writing headlines is easy... I think you might find he is rather enjoying the current level of price appreciation. But what do I know
Evening gentlemen, it was a cracking day, I reckon the penny has dropped with tlou, it's a winner when I make a decent profit I'm going to make a donation to the donkey sanctuary .I imagine donkey today is a sad donkey
Brad
you say what has TG done wrong
Well their is a reason he has not showed his face for so long its that even before Covid he has missed all his Timelines he has set.Thats why you dont hear from him CC or GG anymore.The BG are just as much at fault.
Quite funny how this started with wondering about a previous poster and now here we are - Mr Smith in his pulpit preaching and defending his saviour, TG, when nobody was complaining about TG. My point earlier about vindication was directed more at posters on this board 4 years back when certain posters with a ‘positive’ sway had cornered the message board.
Still, am glad that Mr Smith has been given a purpose to help with his day. I just wonder how many times we have heard these points before and how many more times will he type, and we read, then again in the future.
The one that cracks me up the most is when he defends the CFO for releasing to the market that funding is tantalisingly close (yes, I do know the CFO probably did make a naive mistake) and yet again there was no follow through. A recurring theme from management for the past 2 years - but only one person’s frontal lobe seems to be malfunctioning.
If I feel sorry for anyone it is not me mate.
You persist with TG missing deadlines!
There never has been a deadline! He has given us structure plans that were really his wish list - BUT so much depended on outsiders that they were only estimates.
Why do I fight my corner? Because nobody has made me doubt myself regarding TG and Tlou.
Any fool can call people delusional but to be taken seriously they have to back it up with believable facts! Imho nobody ever has! Our finance director has admitted to being a bit premature with the tantalisingly close remark. I am certain it was his belief at the time, he is not delusional , just too trusting perhaps? And events soon after scuppered his hopes ,and ours , but now there appears to be a vaccine! I have repeatedly said that is the key to the door. Enough!
Brad if you did have a question I think you've already answered it for yourself!
What I do have an issue with is this
"I have always thought that the abuse on here has frightened off a high number of genteel shareholders from offering their opinion!"
That's the second time I've heard something like this from you in a week. I'm sorry but it doesn't wash. No one is being picked on on here or bullied. If people have had a go at you (and I include myself) you have certainly had a go back!
The poor me routine doesn't work when you're deliberately trying to wind people up! You've been asked numerous times to refrain from posting all about your personal life on a daily basis. You toned it down a bit but still persisted when it was plain that it was irritating the majority of posters (not all but the majority) and actually stopping people from even bothering posting because you was drowning them out with yards of meaningless jibberish.
Also the almost religious fervour that you've defended TG and the company is another reason why you've invited criticism. The company has floundered and singularly failed to a) attract project finance, b) demonstrate commercial gas flows at Lesedi, c) up till very recently sign any meaningful agreements for many many years. It can hardly be called a barnstorming success. Plus they've missed multiple deadlines, failed in there ability to communicate properly to shareholders and gone obviously silent over certain things when they haven't panned out as expected. The imminent funding being the most obvious but not the only one.
So please desist with this rather pathetic and delusional idea that you're some kind of victim here. You're not. If you put yourself in the firing line day in day out trying to defend the stockade and wind your opponents up at the same time, expect to take some flak!
My1 you can change my mind with little effort!
Just show me where TG has gone wrong! I am an agnostic (which anyone with a brain should be) because denying proven facts is not very sensible. I am really an atheist because nobody will never convince me TG is anything but honest in my lifetime , unless someone does , whence I'll probably have worked it out for myself anyway!
50% chance of getting Donk/MrMoagi disappearance/reappearance right.
Delete one of the * options ...... not sure which way round they are.!
He has stopped*/restarted* taking his drugs!
The saying, commencing, "if it looks to good to be true" has been Donk's fear for years.
I have preferred "If it looks like a duck, swims like a duck, and quacks like a duck, then it probably is a duck!".
My belief is very simple which is why I can defend it with quite a bit of certainty despite my memory being severely on the decline. Donk straws included a very long list of potential disasters several of which involved the board telling porkies with no foundation at all. I suspect there is an element of good will in his approach - warning punters off investing more than they could afford to risk if it went tits up a la Sirius!
Having come unstuck on two stocks, I am as aware of a potential catastrophe but nothing Donk put forward shookmy belief in TG who is the most remarkably great liar in history if that proves to be true. I believe he did make a fortune for shareholders inhis previous 2 ventures, that Botswana has better prospects than the other 2, that the Govt are supportive of Tlou but have not had the proof that the project will pay off, that there has been a vicious circle of no proof/no funding/no proof for too long. Lefoko bit the bullet and without Covid I like to think that we'd have been funded, drilling would have accelerated in Lesedi and/or Mamba, and we'd have proved the gas will flow and we already know there is lots of it guaranteed!
We are close to resuming when Covid is no longer stopping the world and, given the lack of abuse I have received lately, a lot of people who share my beliefs (and deny Donk's) are putting their money where my mouth is.
I have always thought that the abuse on here has frightened off a high number of genteel shareholders from offering their opinion! Every share issue has over subscribed - proof imho!
My family obsession with telling the truth did not allow me to sit back and let TG be unfairly torn to shreds with no reply.
And I do like to "fill the urinals" though I am not sure many of of you understand my humour.
I have said a fw times on here that Donk is capablle of good posts but nobody believed me. How long can he remain Devil's advocate without becoming offensive? All the way to 20p+ is my bet! (He'll want to prove me wrong, so I wait in anticipation for a rude response!).
No. Sometimes the manner of the message is more important than the message. Donkey went about things in completely the wrong way.
I don't see much point in elaborating any further as talking to Donkey is akin to talking to Brad about anything, you will never convince either of anything. They are opposite sides of the same coin. So I won't waste my time. :)
The other side of that story is Donkey was responding to all the constant hype and spin of other posters, none of which came to pass. And that it has taken 3 years for that point to be proved. Botswana is not, and never was, the honeypot of opportunity, good governance, low corruption, high transparency that others were trying to make believe it was. Latest news out this weekend is an article saying how things regressed in the 10 years under Khama rule. Of course, Aim investors sitting in UK etc were not to know that; those living in Bots knew differently and at least he tried to impart some of that on the boards.
Isn’t it surprising how much the herd wants to shoot the messenger when the message being brought isn’t what the herd wants to hear.
I am sure Donkey feels vindicated now that hindsight is there for all to see .... Would you agree MFM ?
Maybe he got the message that no one wanted all that constant negativity and duplicity. Constructive criticism or well reasoned debate yes but day after day of negative spin mixed in with frankly a load of ****** drove everyone away from the other forum, even Brad! Now he's a somewhat reformed character posting on here under a different name. Has the leopard changed his spots for good? We shall have to wait and see...
Maybe he succumbed to .....
I've been a holder of this share for some years now,I never understood donkey at all, he never wanted the share to do well it seemed, but why?.was he invested if not what was his point. Can anyone hazard a guess