Member Info for BOTS_PROJECTS

"The new customs practices are responsible directly or indirectly for the late delivery of generators according to the limited news we can find"

When you don't know, Brad will make it up. How many years has he been doing this .....

And now he feels a certain sympathy for Colm. Reality = he cannot make that final step of acceptance that he has called Tlou wrong n every single level. At least Winni is showing signs he is getting there - whether he admits it publicly is another matter.

Sorry mate - financing the project has been the biggest problem for years. Had Govt kicked on and done the normal things expected at the time of the 100MW award, then financing would have been reasonably forthcoming. That they didnt (ie delayed the award; delayed the terms of the PPA...) meant Tlou ended up with failed rights issues on AIM notwithstanding that the Doc pumped money in at different points.

Frankly, given the near lack of Govt interest in the project it is to Colm's and TG credit they raised the external funding that they did. But they have destroyed their ability to raise any/ much more social capital from benefactors and sympathy minded souls.

Also frankly, you guys are laughable in your perception of Botswana, Govt institutions and their ability to hep promote internal projects in-country relating to CBM. It has been one gigantic uphill battle all the way - and for those that don't know, this ALL STARTED back with Ian Khama when he was the vice-president. He came looking for free equity in the CBM players in early 2010s and was rejected. And given Khama is the Regent of Serowe and the CBM operators didn't pay up - Khama has made sure CBM was poisoned in Botswana.

If only you numpties had 1% clue of things in Botswana ....

Agree Catbert - Zanaga project is more advanced than Tsodilo and better presented to the market which is as one would expect given the management and Investor base. Both are going for pellet plants I believe - that seems to be a necessity now in this locally beneficiated world that African Govts wish to impose for mine development. None of Tsodilo licenses are in the heritage site; it is only a small part (ie 1 or 2 per cent) that lies in the buffer zone where mining would be allowed if they chose to ever mine there - which they probably wouldn't so as not to pick the fight with environmental side.

One to keep an eye on just for now.

MM i would be interested to know what you find wrong with this other similarly large iron ore project. A veritable minnow at present with 57m shares in issue and like everyone else in this space, history of challenges and litigation and sabotage attempts, all of which they seem to have overcome.

Simandou and Zanaga have significant product evacuation challenges to overcome. My sense is Tsodilo's same challenges are not quite as difficuly - but still onerous for sure. And if Tsodilo publish better Resource to Reserves numbers, then this becomes very compelling - assuming they can raise the necessary dosh to keep advancing.

https://tsodiloresources.com/i/pdf/TSD_Iron-Ore_Global_Oct_2025.pdf

So 2 top men you eullogised for differing amounts of time have been TG and SynMet guy. And the little donkey you continue to ignore continues to say it as it is. Look how your wisdom has served you Brad.

And another of your 'wash your disrespectful mouth out' posts as well. Great to see you are on top form - making the usual ass of yourself !!

Winni - it is what happens there. First week of December is the rush to get things done or pushed out. Second is the relax into Xmas spirit. Third is enjoying the xmas countdown. Fourth is full on holiday as is first week January. Second is a few folks wandering back in. Third is when most come back to office and spend days talking about their holidays. Fourth is supposedly when things get back up and running - at the snails pace they operate at there. Maybe Boko will put a rocket into the system - but I doubt it.

They MIGHT get the connectivity in place before end of 2025 BUT they will not be able to perform extensive system testing - for the simple reason, the country goes on extended holiday starting next week. And back earliest during second full week January - so at best prepare yourself for yet another smoke and mirrors project update this month. I wonder if Colm will be this stupid again ........

Major shareholders have not sold out because it would be IMPOSSIBLE to sell and amount of volume through the market. FACT !

How do you know Kala are cash rich? Have you seen their financial statements? Or are you just accepting what Tlou and others say about them?

What is the one thing that Tlou has NOT YET PRODUCED in meaningful quantity? Power. So forgive me if I remain somewhat cynical ....

You are now sounding as daft and desperate as Brad for your posts to come true. Anyways whatever shares we all have, we are pretty much stuck with them. Until they are consolidated down to almost nothing - assuming Tlou actually successfully delivers power to Kala AND Kala keeps supporting Tlou. The long and winding road is still ahead ......

True Brad - but the way you talk and post, you want to come across to us as you do know how Botswana is run and how things are there. And when i make my posts - you criticise them.

I am sure a clever fella like you understands my point ......

Gosh and there was me thinking you such knowledgeable people had spent lots of time in Botswana given that you know so much about economy and business matters there. And that you besmirch any knowledge of the place i post. I got that wrong as well as everything else i apparently get wrong about Tlou.

First of December now - they will wrap things up at work there this week and be on holiday for next 5-6 weeks. Only difference we will notice is that the phones wont be answered by anyone during this time. They, like you guys, talk a lot about what is going to be done. Maybe you guys should mark your own scorecards on Tlou - 1 out of 10 maybe.... if you are feeling generous...

"which part of the partnership makes you believe the money can run out?"

Oh well, I suspect Winni you are too soft to tell him what a fool he is making of himself. Yet you have no such qualms trying to pop at me. Double standards mate. At least I stay consistent - for 10 years ......

Hey Brad - that is Winni and me that pulled you on the same point. Keep up lad. Is amazing what you can learn from an attic in Doncaster ...

Come on then - you or Winni or MFM - slag the good people of Doncaster again (by thinking you are cute having a pop at me) - and let everyone continue to see what a bunch of tarts you really are.

No acknowledgement by Chairman in his address re departure of TG - why? Where you a naughty boy Tony ....... Some of us know .....

Brad - Tlou are in no way fully funded if they wish to scale up operations - which they are going to have to do. More exploration, more wells (incredible how everyone is so accepting now of the dreadful waste of money seen re current Lesedi 4 and 6 wells plus all the others pre-dating them), more cost for solar, lots and lots and lots of more cost in order to scale revenues. If they do this in a self-financing approach, then we will all be dead before they hit any meaningful revenue number.

So get ready for convertible notes to be exercised into new equity - takes us to 1.6 billion shares. And then 400m more shares at say 3 cents brings in $12m cash - that would be good. But also they will need a lot more than that for exploration and wells and and and .......

Impeccable source; smoking guns; nudge nudge; no smoke without fire; very close to the big reveal .......

I wonder where i heard all this guff before

* Botswana inaugurated the Digital Delta Data Centre, its first national facility dedicated to data sovereignty.

* The centre holds a Tier III certification from Uptime Institute, guaranteeing operational continuity.

* Authorities say the infrastructure will accelerate fintech, AI, cloud services and support compliance with the Data Protection Act 2024.

Botswana aims to build a modern and competitive economy anchored in digital services. The government invested in critical infrastructure to support its long-term technological transformation.

Authorities announced on Tuesday, 25 November, the inauguration of the Digital Delta Data Centre (DDDC), the country’s first national data facility. Officials present the site as a central pillar for strengthening digital sovereignty and supporting the expansion of the digital economy.

Minister of State Moeti Ceaser Mohwasa said, “The Digital Delta Data Centre is not just infrastructure, it is the foundation of our nation’s digital economy, which protects our data and fosters innovation for generations to come.”

Botswana designed the DDDC as a reference platform for hosting, managing and securing public and private data. The centre received Tier III certification from Uptime Institute, an international standard that guarantees operational continuity even during maintenance.

Authorities say the new capacity will accelerate key sectors such as fintech, artificial intelligence, cloud computing and online administrative services. Mohwasa added, “Data is a strategic asset. […] This centre ensures that Botswana remains in control of its digital future.”

The enactment of the Data Protection Act 2024 reinforces the strategic value of the DDDC. The government says the facility ensures that Botswana’s data is stored, processed and protected within national borders, in line with the new regulatory framework.

So posters here are brilliant at sharing with us all the ZIOC market opportunity. Would they like to share why or what is holding ZIOC back from accelerating project development progress please.

For my part, being shallow and all that - it is a difficult location requiring significant infrastructure to get product mined, extracted, beneficiated and transported to market. ZIOC doesnt have the balance sheet for that, never will so self-development is never going to be a viable option.

Excuses excuses excuses. What is Management's job ? To run business day to day activities and get things DONE ! Except of course if you are Tlou management - when its ok to start a TX line but not finish it. Its ok to start 2 sub-stations but not finish them. Its ok to say for many years the company's main project is 2MW (scaling to .....) gas to power project but not deliver it. Its ok to start a new JV with a 3rd party entity but not be able to get gensets delivered to site in a reasonable time.

Reminds me of how Kemi B attacked Rachel R yday after the budget speech - shameless, aimless and clueless.

PS brad - given you had me on filter (on / off / on /off / on /off /on /off ....), maybe you missed lots of my posts, opinions and thinking. But then that never stops you telling me what it is I think now - does it ?!

Good man MFM - what you don't know, just make it up. What i told you before was I bought in the original Tlou IPO on ASX. At 50 cents. That would be why I was cynical enough about the fanciful hype from Tidd and cronies.

So there you go ........ No doubt you will all continue making things up to suit yourselves ....... You really are a match made in heaven, the 3 stooges !!

I just love how easy it is to lead a horse(s) to water ....... Hear, See and Speak are all jumping in to defend the indefensible ....... I was well invested long before Tidd arrived on the scene - the value destruction had already been done by the time he thought he could con you numpties into believing ....

Despite these hurdles, Botswana sees opportunity in its vast solar and wind potential. The Compact commits the government to raising the share of renewable energy in the national mix from 8 percent to 50 percent by 2030. The plan envisions Botswana becoming a clean energy exporter in the Southern African region.

Key priorities include modernizing the national grid, strengthening transmission and distribution networks, and building cross-border interconnectors to boost regional power trade.

The Compact also integrates gender mainstreaming to ensure an inclusive energy transition. It was developed through extensive consultations with development partners, private-sector players, and civil society groups.

The total cost of meeting the Compact’s targets is estimated at between US$2.06 billion (about P27.99 billion) and US$2.98 billion (about P40 billion), with up to US$1.57 billion (P20 billion) expected from private investors.

“This National Compact is our shared pledge to ensure accessible, reliable, and affordable energy as a basic human need—to transform our economy, create jobs, and electrify our journey to an inclusive, high-income country,” President Duma Boko said in remarks quoted by the African Development Bank.

According to the AfDB, National Energy Compacts form a key part of Mission 300, developed and endorsed by governments with technical support from development partners. Each country’s compact integrates three core tracks: infrastructure, financing, and policy.

“The World Bank Group and the African Development Bank Group are working with partners including the Rockefeller Foundation, the Global Energy Alliance for People and Planet (GEAPP), Sustainable Energy for All (SEforALL), and the World Bank’s Energy Sector Management Assistance Program (ESMAP) to align efforts in powering Africa,” the Bank said.

Remember when Tidd_83 would have us believe Gas to Power in a 2MW scaling to 10MW was just the start of the promised land for Tlou. That GG is that man to deliver this. And that expansion and supply into SAPP was the promised land / blue sky ambitions .... Well - near 10 years later, here is some reality on the ground.

Botswana seeks to raise P40 billion for energy transition:

Botswana has embarked on an ambitious plan to mobilise more than US$2.98 billion (about P40.53 billion) to finance its energy transition and achieve universal access to clean, affordable, and reliable power by 2030.

The initiative is anchored in the National Energy Compact for Botswana, a high-level framework aligning the country’s energy goals with global sustainable development and climate action targets.

Launched in April 2024 by the World Bank Group and the African Development Bank (AfDB) in collaboration with other global partners, the Compact aims to bridge Africa’s persistent energy access gap through innovative technology and financing models.

According to the Compact, Botswana plans to transform its energy sector through reforms, private-sector participation, and renewable energy investments. The government aims to attract between US$650 million and US$1.5 billion in private investment to accelerate the shift toward a diversified and sustainable energy mix.

Under the Compact, the government is calling on development partners, philanthropies, and private investors to support its drive toward universal energy access. Officials say the transition will not only reduce dependence on fossil fuels but also stimulate economic growth, create jobs, and expand income opportunities—particularly within the renewable energy value chain.

Currently, electricity access in Botswana has plateaued at 75 percent, with grid-based electrification covering most urban and peri-urban areas. However, many rural communities remain off the grid. The government concedes that traditional grid expansion is no longer viable for remote areas and plans instead to deploy off-grid distributed renewable energy (DRE) solutions tailored to sparsely populated regions.

The Compact warns that Botswana’s power system faces serious challenges. About 97 percent of electricity generation relies on coal, mainly from the 600-megawatt Morupule B power station, which continues to underperform. The country’s dependence on a single fossil fuel has made its energy supply vulnerable, forcing reliance on costly electricity imports from neighboring countries already constrained by capacity and weak interconnections.

Financial constraints and macroeconomic pressures have also limited the government’s ability to subsidize electricity costs or fund large infrastructure projects. The resulting strain on the Botswana Power Corporation (BPC) has raised questions about the long-term sustainability of the power sector.