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Mr Smith, the PPA will almost certainly confirm the bid allocations. I.e. 2MW to 10MW. There won't be a date forced on Tlou - it is not how these things work. Government will certainly ASK for a date by when we can generate into the grid and there may be penalties if we don't meet the date proposed. Dunno... we'll hear soon enough
My filtered list is interesting. The green filtered ones are in pairs - I hope they are boarding the Ark and not disembarking!
Tgalking beasts, I'm tempted to let Poppy loose in the roof voids because this morning I can hear scratching in more that one place - clearly a family of rats. I'd like to rent a cat which is possible in the USA and maybe over here. Less chance of one going through the ceiling perhaps?
She does not take notice of the noises and isn't sniffing which confuses me , and I'm hesitant to encourage a killer instinct but I guess incest does not exist in a rat's vocabulary. Do you know Donk?
Whizzer, once the ppa is out of the bag it will no longer be in the bag so the wording is difficult.
As to that ppa, what we are expecting? Preferred bidder allocations after re-consideration? The price per unit they'll receive when they eventually deliver? When that is? Anything else?
Imho, none of them are likely. Until there are tx lines in situ and working , delivery is impossible , when is unknown but hopefully our contractors can produce accurate estimates or guarantees.
We then have a target , for first supply. An early date will favour 2MW, but a protracted date is likely to make 10MW possible. Those options will have a bearing of price of that supply.
Who knows what imported fuel will cost at that time, so how do they set a price for our unknown supply?
We don't know what KE are reporting to the Govt , but , unless they drop out, imho there is no reason to change 97MW and 10MW/2MW which all 3 parties seem content with?
I've never thought a PPA matters, once a power supply is deliverable I think we could auction it to the highest bidder! Gentleman Tony would almost surely have Botswana on a list of one IF THEY ENTER INTO A FUNDING AGREEMENT otherwise it is open house!
Be careful MM , the guru/not doesn't care who he sucks into his tangled web! His M.O. is to find what rattles your cage , and then he can trigger it to get a response. In my case it was unfair criticism of TG - I did not give a stuff what he says about me - his opinions are worthless!
Having said that I have just voted GREEN - only have the Dorset Police commissioner to elect - and from 5 new faces only one was female. She is an ex-police officer, working in the community, but if TLOU have a Green policy that's good enough for me :O)
Got my third tranche @ 3.145p on fixed quote at IG, and then over on X-O I found a balance of £94.92 (a dividend) so used that at "best price" and X-O got them @ 3.145p too.
I'm glad I am not a millionaire , I don't know how much I'd venture in TLOU if I had that sort of disposable cash in the bank. Perhaps I'll find out one day, but there might need to be an afterlife, and depending upon where I end up , wifi that works in hot places. Got my options reserves covered now , roll on a few more Tlou tweets - who'd have thought they'd join the twitter brigade :O)
Appi, think you are being a bit unfair. Yes, generally I preach a cautionary message. And I will continue in that vein until I see stronger signals from within Botswana that tells me things really are set to ‘explode’ here. That could well be a successful PPA outcome for Tlou, but is more likely to be that significant project funding is secured. And bear in mind, when that happens I fully expect more significant equity dilution than all the recent itsy bitsy equity raising that have been basically tiding things over. But - in my defence - if you go back about 4-6 weeks, you will read my posts saying I believed the ‘good times’ were about to get going. Not long before the last fund raise I believe - then Tlou smacked us in the chops. And with good news, they will do the same again. Anyone that thinks Tlou is ‘fully funded’ (as we have been told countless times) really needs their head examined.
1 billion shares in issue is good and bad - good as it means funding has been secured. Bad for obvious reasons - but then there are some who believe the bigger the number, the better. Yup they really are the clever ones here.
My frequent trader rates in June and have been paid for and more at these price savings. One more tranche needed and then I'll be ready for funding news and the option price being surpassed, if it happens in June. I don't have to explain that action to yesterday's poster but it means I don't have to worry about my heirs having to sort my options by July 20th 2022 if I am unable to do it myself! And it means they only cost me 3.2p rather than 4.45p!
Donk is the Kenner , the thickest poster ever on LSE, he won't see anything MM, repeatedly banned on here under all sorts of usenames.
As can be seen this morning he just wants to be the centre of attention , but is in fact the centre of "just up i'd go". I am so happy to to sit back and watch you all confirm things that I have believed for years. I thought moagi was about to disappear when we attracted a new poster with a new tactic.
Appiama latest post has just been unlocked by MM's latest. in the system for 45 minutes? MM is absolutely spot on, everything Donk claims are faults in others reflect on himself all the time! Py will get my crossword clue but Donk won't because he does not even see the obvious! It should be obvious which one of us is obsessed with the other and why? He uses me to make him the centre of attention! That is history now everyone sees him for what he is.
As for TLOU , their tweets have got this chatroom talking at last. God bless TLOU.
Oh dear Donks, for a moment you were doing much better. You're now mind reading what people are saying, twice using 'implicit assumption' in projecting what I was saying. You get very annoyed when Brad does that, so best not do it yourself. The political changes have been key to advancing the CBM industry, as well you know. Furthermore CBM is one of the 'shovel ready' projects that the Government is intent on delivering to recover from COVID - and doing so requires no Government money - that's the beauty of it. Funding likely comes from a pension fund or similar, not our of central coffers. In addition any energy that Tlou generate will be bought by the BPC under the country's import substitution policy. Doing so will be a) cheaper than sourcing expensive imports from Eskom, and b) keep money in the country and improve Botswana's balance of payments. This is a series of very good reasons why CBM is moving forward. Meanwhile on the 15% business, you forget your Tlou history. The Gov *had* the option to buy in on the grant of the Mining Licence but didn't do so and it lapsed. On the PPA - watch and see.
Overall you get a D-minus (D being for Disingenuous).
Indeed, then and now show distinct differences. And mostly for the better. Changes in personnel have been made and hopefully they go on to achieve great things ahead. No doubt we will disagree on the relative speed these good things ahead will take place at. But I see you still cannot resist an attempt to talk all things up - suggesting the PPA outcome will be surprising with the implicit assumption this will be highly beneficial to Tlou. The PPA still has months of negotiation left imo; no doubt you think more in terms of days and weeks. Happy for a friendly fiver wager on time frame! On personnel - again your implicit assumption is they will quickly change their respective landscapes and this will advantage Tlou/CBM. These are mostly parastatals - and Govt coffers have been badly bruised by covid and will take time to replenish. Let’s wait and see how and where Govt /BDC / etc deploys it’s investment funds ahead. Maybe with a PPA the Govt will exercise their right to 15% interest in Tlou. I am expecting a raft of announcements on such investment decisions relatively soon - by soon, I mean before the PPA is negotiated. Fancy another friendly fiver?