Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Hmmmm an interesting turn of phrase there Donkey right at the end of your last post. A term I've only ever seen a couple of times before through thousands of bb posts and guess what it was a persistent deramper of another share I'm in and it was on the lse bb's. Much like yourself this poster never has anything good to say about the company yet the company has exceptional prospects (even better than Tlou).
I think there's a more than decent chance that you may be paid for your work to post on certain bb's. Who by? Who knows and quite frankly who cares. If that is your game it would certainly explain much of your behaviour over the last 4 years or so on tlou bb's.
As you've ignored all my points I'll ignore all yours. TLOU shareprice going hyperbolic over the next six months. rah rah rah. See what I did there ;)
Are you for real MFM?! Have you learned or understood nothing about Botswana over the past few years ?!
100 percent the private sector can spend 5 fortunes in Botswana - but listen pal, energy in Botswana is about changing the dynamic from reliance on imports to becoming self-sufficient (which may not actually be possible, but reducing the dependence should be). The Govt will own and control the domestic market - they have been royally screwed over the years by SA forces and they want that dynamic to change. That will not be easy to effect !
I get why Tlou wants to introduce solar and Hydrogen. Honest I do!! But these are new markets in a country where Govt wants to control strategic industries. Well done Tlou and TG /GG for forcing the conversation and showing the way!! Honest to god - well done!
But guys, chaps, sheep, …..come on…. we have been here so many times before… The Govt talks the talk BUT they do not walk the talk !!!
Boom there you finally have it - the single biggest risk to Tlou or Strata-X (Blue Hydrogen) or private sector players trying to view their business in southern africa. Govt, bickering, jealousy, SIK being forced out, past corruption, balance of payments deficits, lack of ability of public sector to fund their nationalised businesses and lack of liquidity to pay their private sector contractors and service providers.
It sadly is a joke … and more sadly the sheep on LSE are quickly and totally sucked into the BS.
PS Miner is the one leading the rah rah chorus here now !!! I find that intriguing .
Moron, you haven't considered the remoteness of TLOU's small holding and the likelihood of cannibalism yet!
Given you think that Japan and Korea are part of China, who may still have a presennce iat Moripule , you are ignoring this headline ..... "Cannibalism in northern China between 1470 and 1911" on link https://link.springer.com/article/10.1007/s10113-019-01572-x
and then there is your pending civil war which is as overdue as our gas flows!
Are you the next JK Rowling ?
Again donkey the difference, and it is key is that any agreement that went before relied upon the Botswanan government or some arm of it. This proposition does not. You have this company listing in November and them (like us will be keen to get things moving as fast as possible after the delays of the last few years by the politicians.
Even Covid shouldn't slow this down too much because it's not like we have to build a cross country transmission line. We just need the unit shipped over to Lesedi in a standard container and connected and make no mistake this isn't some proprietary tech, they have been using a version of it for years,.it just has to be adapted to our CBM. Do you think they would have signed a HOA if they weren't sure it could be done easily? Of course not. Next you'll start on the market for it again but again no traction, if the product is three times more energy dense, carbon neutral and can be produced for comparatively little expense it will be huge. Hydrogen projects are springing up everywhere! Not to mention the by-product solid carbon that can be extremely lucrative. As much as $20,000 per ton for carbon nanotubes I believe. Not saying we will produce those from the off but that is where TG will look to take us.
Don’t forget the Co-operation Agreements with General Electric and IK Holdings and the binding Heads of Agreement with Independent Power Corp “to jointly develop Tlou’s proposed (up to) 100MW CBM to power project”.
Tlou sure do know where to find the industry specialists ! And Tidd and Buzz and Miner sure do know how to talk up a story into an amazing opportunity….
The bit they are less good on - is executing on what needs to be done. Talking is easy; so is texting; no end in sight for either of these then I reckon.
If you want a 64m dollar question - ask when will boots get on the ground and start doing rather than all this fluffy shadow disco dancing …
We will have to produce gas, but cbm powered electricity or solar power is what I should have said , of course.
I wonder why Kalahari Energy were not preferred to the other two - Moron tips them to beat us to it!
One of them must be insane!
In Moron’s absence I think I should correct his final mistake!
There are two HOA in Botswana being considered, he choose to mention Serowe which has nothing to do with Tlou - his stupidity really is legendary!
The other one is at Lesedi which involves us producing gas and our partner supplying plant to produce carbon and hydrogen.
They’ll have to collaborate on merging everything and then split the proceeds 50/50 .
Prototype for us maybe, but our partner would be offended to be classed as a prototyper!
And TG is hardly a beginner either - Moron is such a poor judge of people! In his world Adam Peaty was just lucky to have the top umpteen fastest times in the 100m breaststroke - he’d lose if he ever faced Moron - in Moron’s head!
Oh yes, so you did Donks...
Everybody has to play this game - share price by the end of August:
2.25 pence, with it dropping when quarterly released.
Quarterly released on Friday at 2.65p and rising. Now 2.95p.....
10 MW PPA to follow. Oooops.
I have often said in the past - how come Tlou attracts so many shareholders that behave like sheep. You bring herd instinct, or is it herd stupidity, to new levels…..
Let me repeat - Heads of Agreement with a company that is planning their IPO in Australia later this year. Who will then bring their technology to Africa / Botswana where no market currently exists. Yeah sure whatever they are bringing may in time be something ‘magnificent’ but lads …. please ….Who do you think you are kidding Mr H …. If you think olde Tlou will soon be a multi billion $$$ company.
Keep it coming sheep !!
Bye then Moagi :-)
Have you my prediction for August share price last week; happy to stick.
It’s a Heads of Agreement for a prototype …. In Botswana…. in Serowe…
Enjoy your new found energy in gloating chaps… but I have seen enough ‘blue sky’ boasting here to last me a lifetime.
So what you're saying donkey is that it's ok for you to know more than everyone else or think you do but you don't like it when someone else might. Couldn't make it up! lol
To recap Donks - despite your huge knowledge of everything relevant to the company you haven't approached them with a turn around plan - (or won't or can't - be honest now). Meanwhile you have rubbished the transformational hydrogen news. Now you won't even have a tilt at the August high for the SP, and yet infect this board claiming to be invested.
Meanwhile you claim all and sundry are stupid - while we look on at all your drivel and KNOW exactly who is the stupid one.
It won’t be 12p ! And if it is, that will be after a rush to tap the market so…. on the off chance that 12p happens, trust me I will happily eat a healthy dose of humble pie.
But Miner - your carping raises questions around who you are, your connection to the company, the obviousness of your knowing this was coming, …. and mate the implication of all this is obvious enough ….
Ah mrmaogi has elected for the hackneyed 'placing deramp' rather than critique the extraordinary opportunity that this Hydrogen and Carbon HoA > JV affords the company.
Never mind, let's have some fun:
Donks - what do you think the August high will be for our SP?
If Tlou were to miraculously hit 6p shortly, there will be a placement. Anyone want to bet against that?
Brisbane is severe lockdown - food shopping only. Every silver lining has a cloud it seems.
I think this song could be be this board sing ing to moagi?
It is certainly sent with love from me to you, moagi
https://www.youtube.com/watch?v=V2L3UzM_FfE
What a show from GB ladies - against brutal French girls they were only beaten by one score !
The other F's Fiji also fantastic against New Zealand so close lost on sudden death score in extra time!
GB v Fiji for bronze!
Just read the RNS slowly , and TG is protecting us should the hydrogen project fail.
If it works, which looks likely given Synergenmet's 12 year history, we are on 50% each , and if it fails we haven't bought the apparatus so I'm struggling to see how it have will cost us much.
Synergenmet keep their gear, TLOU keep their gas and they'll live to try again once the reason for the failure is resolved.
Or either side can walk away . They'll have learned a lot and could restore Lesedi to the original plan , but design parts of Boomsland or Mamba specifically for Synergenmet use!
I think MM will win his tongue in cheek estimate on the end of August price! This looks like a minimal risk sub-project that could self-finance CBM/Solar beyond anyone's expectations!
This is surely a game-changer for anyone who opens their eyes! TG hinted that hydrogen was becoming an important consideration , and as usual , was ridiculed by the idiots on here! Self-financing has never looked easier.
Hahahahaha …. Transformational news ….. boys, how many bites on your ass do you enjoy.
It should be noted that the one Synergenmet unit can produce up to 1350kg of hydrogen per day, hydrogen is currently costs around £10 per kilo, that's a potential of around £5 million per annum from each unit plus the value of the solid carbon by products.
Obviously as the world becomes more green and more hydrogen is produced the cost of hydrogen will come down but also the economy of scales will up.
https://www.synergenmet.com/hydrogen-production
MFM, agree with everything you said there. This really is transformational news and gives TG leverage when dealing with the BOTS government on the PPA. What's not to like :-)
He was exactly the same on a d v f n extremely bizzare behaviour. If you're here for 'returns' todays news is a godsend because it will speed up first revenue by many many months if not years, no government politics or dithering to worry about and as Thornback suggests it is likely to give the powers that be a kick up the backside wrt our 10MW PPA. Plus the market for Green Hydrogen AND the carbon solid products could be truly huge. Accordingly I've changed my opinion from 'hold' to 'strong buy' ;)
Moagi has gone into clown mode again. Even when faced with good news, he/she/it/they/them still continue to rubbish all things TLOU despite stating Returns is why I'm here. Moagi invested at a SP far higher than we are now as publicly stated, therefore why act and post in such a negative way. Who knows what they want and the real reason for such weird behaviour, for me ignore everything they post its just slapstick comedy gold!
Like I said earlier, do the BPC want any of this gas..?
This news could force them to pull their fingers out a little quicker.
Here's hoping...