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From Thursday , I see a sensible post from Moagi , that starts with
"Smith - is there a reason you think posters here do not appreciate the SM possibilities ahead? Given you post long and often about it, that says you think the world of it.
Fair enough; that is your right.
As for me, maybe others (since I cannot speak directly for them), it is new technology in a relatively new industry where the partner (not Tlou) is developing a prototype to hopefully prove a new production concept. That is the way of it with new technologies - I am pretty sure most here get and understand that. "
Whilst there is truth is what he says above, I think the story is more hopeful that he believes.
Why?
What he describes is what SM already had, a prototype that needed testing for a prospective partnership (or maybe more than that) with Pure Hydrogen (a company TG is very familiar with) !
It is possible his contacts at Pure Hydrogen may have introduced TLOU to SM!
I think it is fair to say , the two companies are made for each other. SM do not have Solar and CBM , we do not have the kit to produce Hydrogen/Carbon. Solar needs sun, Notswana has plentry, we have the CBM , and SM look very confident they will have a working prototype for us with the next 6 months.
Both companies are about the same age, neither is rich enough to laud it over the other. We are like a pair of new-born twins , all set to grow together, imho, the first bit of good luck that has come TLOU's way since 2016.
You might be right Moagi - perhaps SM is doomed , but if they are are then so it our partnership!!
And what will we have lost? A few months in which we may not have improved dewatering or gas flows, but we will know exactly where we are going, and we will not be wondering if the Hydrogen project would have been an opportunity missed.
My optimism is justified imho - and if SM are successful it will be a wonderful gamble that was worth those few months.
And I will be totally gobsmacked if the sp does not reach double figures because of the Hydrogen story!
We all agree time is of the essence - the Hydrogen story is a tale of the unexpected for some, whilst the CBM story is more of a hard-back! The sp will rise but it won't have the viagra that Hydrogen may supply.
What did you expect moagi?
Military coups snd Civil wars always disrupt new companies!
Yes or No!
Have you stopped abusing your partner?
Have you ever explained your reasoning in the whole of your life?
Has a share ever benefitted from one of your posts?
Have you ever amused anyone?
You are reducing this board to a miserable fiasco.
You have nothing to offer us.
Why don’t you just do one?
Where is the Tlou content in your posts?
I’ll tell you!
Up in the clouds with you scatty CBM COMPOSITION AND CIVIL WAR AND THE TLOU DEBTS THAT TG HAS AVOIDED THROUGH TURBULENT TIMES.
It is time to report you to LSE for harassment.
Hopefully you can go back to being The Kenner i.e. BANNED!
That will encourage Old Balllie to reappear I suspect.
You don’t have an answer to a single question!
You are a total imbecile. And the first GOON who has never been hilarious. Carry on rabbiting I think I will use my search engine to read this board from now on. It has hard code that filters you completely so I won’t even know if you have posted.
Botswana has had a shortage of domestic power generation for over 20 years. Along came Tlou Energy with great plans and ambitions (just read their ASX listing document) to help resolve this ….
And here we all are in 2022…and Botswana still has a shortage of domestic power generation.
How come?
Tony is supposed to be amazing (per Smith) - but this still isn’t fixed.
Tony is still talking about delivering what the ASX listing document said was the reason for listing - 11 years ago.
Tony recently said power generation was the primary strategy for the company - why can’t you believe that Smith, given that you believe everything else he says.
Tell you what - why don’t you tell everyone here just how many shares you now own in Tlou. Impress us with your largesse. Then we can all sit back and say - Fair play man; he talks a lot about the company and he was prepared to put his wallet where his mouth (and keyboard) (all too frequently) communicate.
Come on big boy - deliver the 10-ball ….
I try to get people to talk about TLOU , but the effing budgerigar on my back , keeps chirping a load of nonsense about me rather than my ideas.
My last few posts don't leave many options out afaics so they cannot all be wrong, neither can they all be right of course.
Are SM going to have a working prototype for delivery and installation in Botswana , so that TLOU have enough notice to produce the Solar electricity and redirect our gas to where it is needed? And will the partnership produce sellable Hydrogen and Carbon in 2022? That required a simple Y or N !
If N, then can CBM electricity poles and wiring , be up and running in 2023? Another Y or N?
Can we afford either?
The business case for Hydrogen is to supply enough Solar electricity that SM can fulfill their side of the deal.
And for CBM electricity , the poles and wires are catered for , we have gas , so a Selemo style generator is required for up to 2MW , or an unmodified version of the Selemo generator , which might be cheaper (off the shelf)?
Where is the financial problem? I feel the 3M that is mentioned in the Hydrogen RNS is an option for TLOU. We won't want or need to find that if SM fail, and if they succeed it could be a fantastic investment for us?
If we are earning from either in 2022 or 2023 then further funding should be easier than it has been to date!
Until we have enough gas flows so that EITHER becomes BOTH then I trust TG/CC to keep the finances under control!
And when we are ready for BOTH the company will be ready for reorganisation into one, two , three or four divisions?
How many willremain as TLOU or TLOU/SM is anybody's guess after the direction of Hydrogen, Carbon, Solar, CBM electricity and gas pipelines is decided!!!!!!
I have ignored the prospect of the gas being unsuitable, Civil war requiring TLOU to build an army to defend our interests , and any other fanciful 5h1te that you have in your head!!!!! Tlou are in Botswana because it is a stable country with loads of coal and gas, and a shortage of domestically produced power. Anyone with doubts about that should never have taken an interest in the company , far less , buy into it!
Where is the Tlou related bit Moagi.
My guess is you think you are both clever and funny with all your ‘jolly’ story lines. Little wonder you are so capable of crystal ball gazing as to how the Tlou story might unfold ahead.
Back in the real world, people that make real money like to consider risk factors in their decision making.
Given you have shared so many of your life experiences on this board (none of which are relevant to Tlou I might add), I wonder when you will share the time, nay years and years, you spent working in a think tank. I imagine you were one of the most vocal contributors there….and your colleagues just loved your interventions.
Keep up the good work Smithy; we all love and appreciate all that you do for us on this board. Where would we be without you; where would a conversation go on Tlou without you (just imagine how off-track we all would go without you correcting us within minutes of our every post); …….
Where is the Tlou related bit Moagi.
I think I should change “I” to “PRO” and contrary events as “CONS” .
I want to benefit from being part of this board and tbh all I am learning here is there is c in universe after all.
People complain when I am off topic but at least I get a response!!!!!!!!
Appi informed me that the PPA FOR 2MW had been signed, MM has introduced me to a few terms , Py told me something about monks that I did not to explain a crossword clue, and TLK enjoyed our jousting with you as the loser - the greatest of all time - unlike Valentino Rossi who was the winning version.
All I ever learned from you was that royalties were payable on gas or electricity produced at Selemo.
And that you are the missing Goon now the originals are all deceased!
Ew
Enjoyed your 2 most recent posts Smith. They totally prove beyond any shadow of doubt as to your credibility on investment decision matters.
Well played - I knew, given enough time and rope, you would get there eventually. And I hope some people post over the weekend so you can keep busy and continue your public service here.
Picaroon not Picarron.
I realise that I have ignored the future if my expectations turn out to be great.
If anyone cares, I offer my thoughts on this. If Hydrogen flops the original plans are as now and as they always were.
If Hydrogen is up and running , then Lesedi 3 and 4 , might be adopted by SM and our Hydrogen business will be based there.
That means we start again on CBM production elsewhere , whether at Lesedi, Boomslang or Mamba.
Mamba is , imho, earmarked for Orapa gas. Boomslang is larely an unknown to me and maybe TLOU, so what would have been expansions at Lesedi will become the source of CBM power instead!
That means the substation at Lesedi cannot be started , unless they can be located a distance from the wells, and from there the poles and wires. Lesedi #3 and #4 (and maybe #5) will need room for expansions for the Hydrogen plant - so I am picturing a significant shift for the new wells?
The alternative is to make longer term plans for Hydrogen with plans for a much larger facility a distance from Lesedi #4 leaving us on course with CBM power plans. Building SM's larger units for production in Botswana (rather than Australia) makes sense to me. But how long do we keep the prototype running with the gas at Lesedi #4?
But first things first , SM need to prove they can produce Hydrogen and Carbon in Brisbane.
And then a more reflective SP might mirrored to our satisfaction.
It may be a factor in why poles and wires has not been started. But are the poles and cables and substation materials available to our contractors currently? Not to mention the workforces in all the relevant fields?
Appi, I agree with you on so many points.
We do not agree on our first revenues though, you expect CBM power and I expect it to be Hydrogen.
I am wrong if SM cannot deliver - coming up trumps - is them delivering a working IPO in Brisbane, and then getting it across the world to Botswana within H1 of 2022.
As always , it needs faith to believe they will. As an atheist, I don't any better than everyone else whether SM are up to it.
But, as everyone on here knows, I have absolute faith in TLOU being an honest company , and they appear to have enough faith in SM to expect Hydrogen production at Lesedi this year! They are not guaranteeing it will happen but they have given SM a chance to prove themselves and start production within a year - something SM probably only dreamed about??????
We are definitely made for each other - if it goes to plan I reckon a new Hydrogen company up and running with a year is going to be an all time record? What are the chances? I don't have a clue! But if it happens I'll die a very proud man to think I witnessed it!
The downside is TLOU have wasted up to a year on Hydrogen, but in that year the original plans were more or less on hold anyway?
I completed the Guardian Cryptic puzzle today - some very clever setters in that paper - and Friday is normally the toughest puzzle of the week. Picarron today went up in my estimation with 10 across, I am not trying to wind up our favourite poster here, this is genuinely funny imho.
10 Rabbit or donkey (2,2)
Answer: GO ON
Parsing: definition: to keep talking
and GOON=stupid person="donkey"
If SM come up trump's with what Brad? Form me Hydrogen may have a long term future for the company, but near term it's purely green posturing providing a useful diversion while the real work continues. They even stated that they would probably just use it to run their own vehicles at first. That said it's a hot topic at the moment and if they have a good IPO it could see us being more successful as an investment company than a CBM one.
Once the poles and wires are up we could quickly install solar for example if gas flows had not yet reached suitable levels. They are the priority for this company and they have said so themselves. The time has come to not only start generating electricity but revenue too if they want to be taken seriously. A successful PPA has not been enough to raise the SP this time around, where just submitting an application was enough before, clearly these are different times and more is wanted from the company; achieving first revenues would go a long way towards that.
As for Covid making a tennis tournament tricky, nope the absurd metamorphosis of a once free and democratic fun loving country, into a totalitarian state driven by irrational fear, pseudoscience and a contravening of the Nuremberg Code has caused that.
These guys will explain it to you
https://www.*****ute.com/video/HiZlHTxTT8X9/
Glad to be of service.
Can't you talk about TLOU instead of focussing on yourself?
We all know you think you are the centre of the universe. You could be - but there is no c in universe!
You think Pure Hydrogen and Tlou are both being * on SM , as I do !
My * is "realistic" , what is your choice of * ? For once in your life, engage on something sensible.
That sums it up perfectly. I posted I expected the share price to improve once the funding for the PPA was secured.
You say I insisted it would.
Enjoy your dream world since you seem very happy inhabiting in it……
If you ignore the fact that S.M. has set a delivery target of H1 in 2022, I might be less confident in whether the prototype is going to be successful.
If Pure Hydrogen were not excited by SM's plans , the same!
Pure Hydrogen and TLOU both look keen so SM are clever con artists , or both the other companies are poor judges.
As I have said before, TLOU are not risking very much in honouring their side of the partnership.
Our flared gas might start bringing in some money by the year end without poles and wires.
Yawl have insisted the sp was going to boom once we had PPA and funding in place!!
I have consistently said we did not need a PPA , and I'll leave you to decide ifI was right!
TLOU are keeping mum on their involvement with SM so they cannot be accused of overhyping it! And that is a certainty on here before , during and after any events are announced.
If SM come up trumps , CBM has lost its flared gas for the duration of the real-time testing at Lesedi.
We are in SM's hands for a few months - a few months in which tennis tournaments are proving tricky due to Covid - and not much is likely to happen. No flared gas to produce electricity == no need for poles!
The big question is how many months we give SM before we up. It is a thorny one.
Smith - is there a reason you think posters here do not appreciate the SM possibilities ahead? Given you post long and often about it, that says you think the world of it.
Fair enough; that is your right.
As for me, maybe others (since I cannot speak directly for them), it is new technology in a relatively new industry where the partner (not Tlou) is developing a prototype to hopefully prove a new production concept. That is the way of it with new technologies - I am pretty sure most here get and understand that.
But given your fixation with it, it seems you have already decided the ‘proof of concept’ has pretty much been proved and the risk barriers ahead are negligible.
Perhaps you could just accept others here appreciate there is still risk and uncertainty surrounding Tlou’s Hydrogen plans. And just because these are expressed (from the abundance of caution perspective), does that mean it is sensible for you to express your extreme optimism as a counter balance…..
it is one thing to believe in a management team of a company; it is quite another for them to navigate the company through to commercial success. And in a country where Govt and Ministry are skeptical of things they don’t understand …. There are reasons why Tlou has struggled for so long in Botswana and just because it does finally appear they are making good headway, again that doesn’t mean snail’s pace progress will quickly transition into a sprint.
And then there are continent risk, country risk, political risk, technology risk, environmental risk, funding risk (currently only partially funded), global markets risk (very much increasing), just to mention a few of them …..
But at the end of the day ….. it is your money ( and your kids inheritance perhaps).
They need to "crash on with CBM production and the poles" anyway, irrespective of Hydrogen which in my view is a side-show and just a distraction to divert attention away from the lack of progress . . yes it may eventually come to something but to rely too much on a fledgling company with an unproven technology is at best naive and at work reckless.
SM partnership is not pie in the sky ..... I was not going to mention this because of the short-sightedness of most posters ... but here goes (from November) ....
"Tlou not only sees considerable scope for Tlou’s hydrogen and solid carbon products within sub-Saharan Africa but also for SM’s technology in relation to waste disposal. Rendering of otherwise toxic waste into inert products, or otherwise landfill organic waste into energy, is intended to form a central pillar of SM’s objectives using their unique plasma technology."
Moagi 2MW is extremely important in terms of everything, including excitement or depression.
If TLOU cannot get to 2MW it is a disaster for CBM powered electricity! But Solar and Hydrogen and CBM gas will still provide hope!
If 2MW is a success then it compares with the first Henry Ford car coming off the production line!
The future is open to repeating the process and opening extra production lines over a period of time.
As to the £2.6M it was raised in March of 2021 , long before our Hydrogen partner had made a case for a partnership!
Solar for the partnerhip does not need transmission lines - CBM for the partnership does not need transmission lines.
It was critical back in March but not so much IF Synergen produce an IPO in a few months (starting from November last)!
We have no news whether they are working 24-7 on it , but Brisbane does not close down to the same extent as Botswana thru the Xmas and New Year holidays.
If it goes well in Brisbane , who knows how long we need to wait before we need to order the necessary Solar Panels for the electricity, and have to start the deviation programme routing the CBM gas from the flare to where the IPO is planned.
Being unprepared for Synergen would be terribly management - it ain't going to happen !
If Synergen report they need more time or it is dead in the water, then TLOU can crash on with CBM production and the poles.
Pretty boring for some of you, but two options instead of one!!!! I find that fascinating.
Whizz - looking forward as you suggest, if nothing much has changed then yes, I would agree that the directors would be the ones primarily responsible.
Especially because they have always been keen to tell us every milestone passed, every achievement ticked. They said loads months back about progress on the transmission line construction shortly after the fund raise that was sold to us as raising the funds for that to proceed.
So the management team had better get cracking for sure - and actually I see no reason currently why they cannot kick on and get things moving.
But I still don’t think they will have built a 100km TL within 1 year - TIA and all that. But I sure hope they prove me wrong.
One other part I am struggling with - 2MW power generation (which is their initial plan). That isn’t a power station; maybe 10MW ends up a power plant, but it surely must be a fairly rudimentary one at best.
We spend a lot of talking here about the power generation project. But really the output (in terms of electricity) of this project isn’t much to get so excited about in reality.
But that probably won’t stop us all posting all our rollocks…. for months on end….
Well your wrong on that front Moagi, if we get to the end of this year and not much has changed then the blame lies directly at the feet of our own bod, they have everything in place to crack on at a fair pace after years of struggle! NO ONE ELSE TO BLAME BUT THEMSELVES! Time will tell!
I generally agree with much of what you say, though I would hedge my bet on the Orapa decision and say H2 2022. I also stand by what I said a couple of days ago in answer to Graham's question about what would push the SP.
Well…. don’t you think there is enough ‘make up’ posted here already.
As the company itself said at/ around the time of signing the PPA, CBM gas to power is the primary commercial strategy. Now they have the contract for power generation supply, and confirmation of associated funding, it shouldn’t be too difficult to work out their immediate focus - how many times has it been said transmission line is the critical path item on the project plan. The next RNS and glossy presentation posted on website should deal with the detail of grid connection resulting in first revenues.
Whether they choose to share flow rates and gas composition remains to be seen. It is what is is; and I doubt it is commercially sensitive info to Sekaname or the market, so why not provide some detail. Of course, choosing not to only makes people think there is a problem or issue….
Solar - needs a grid connection, so I don’t expect to hear much about it for much of 2022.
Hydrogen - that is the current blue sky palava. Yes, we will hear lots about it from middle of 2022 onwards. How much of it is real - time will tell.
Orapa - the great unknown. Nobody in Botswana is flowing sufficient gas for a 9MW power plant, let alone 90MW plant. If Ministry is serious about getting Orapa converted to gas, then whoever wins the tender will have to import gas for certainly a year or 2. My expectation though is Orapa gas supply tender will go nowhere fast in 2022.
But of course I will be shot down; told how negative I am; told how little I know; and Low and behold we will get to the end of 2022 and the greater majority will yet again be scratching their behinds as to why a company with such a compelling investment story and opportunity cannot get things moving at a good clip.
In fairness, a lot of this is not the fault of Management and Board. And no amount of moaning by Whizz is going to change that.
Well if you're bored of the same ol' same ol' we could always just make something up. Or you could come up with something original.
Pot / kettle etc