Member Info for BOTS_PROJECTS

Well you need all the friends you can muster Echo.

As for the advice Johnboy - thanks. You have a good new year now.

PS a message board is about posting a variety of different views. You are welcome to yours; surprisingly for you perhaps, I am entitled to mine.

No - financially stretched to deliver 2MW power generation. You keep getting basic facts totally upside down.

25MW will not be delivered by Tlou in its current guise.

Love it. You know you are going to miss my reality and objectivity about the investment disaster that is Tlou and Botswana.

Make no mistake - Politics will be a wild ride throughout 2025 !!

For Botswana, we now have a party (UDC) that has only ever known Opposition and berating the previous Ian Khama and ruling BDP. Then the ruling BDP came after Khama and he exiled himself in S Africa until they said Go Elsewhere. Now Khama has been asked by UDC to lobby the EU about lifting the trophy hunting ban (Govt has a small fortune of ivory tusks stored in warehouses and unable to monetise) which is ironic given Khama imposed the ban.

Why would UDC do this ?

Simple. Khama owns (indirectly) most of the game lodges in the Delta and this is a test of him, to see how badly he wants to protect his income sources. Very clever strategy by UDC - except that getting into bed with a devil seldom works out well in the long run. (it probably just means UDC is full of equally corrupt dudes as the previous BDP)

But then, you guys know all there is to know about why Botswana is such an amazing energy and power market opportunity. Assuming of course you can wait 50+ years to make it a success ......

Come on Brad - give us all one more of your final essays about Tlou history, how great Saint T is, how you are so happy to be buying cheap shares, how making money in last 10 years is irrelevant to you, ........

Did you ever read more tripe in yer life !!

Join the Telegram group and listen to a couple of pumpers and dumpers talk absolute tosh all day, every day.

Anybody that can be bothered - go ahead and explain just how a diamond exploration company, in a country that already has 3 or 4 of the largest diamond mines in the world is going to allow a minnow like BOD ever succeed in amongst the grown ups.

Impossible, simple as that. The AI generated data is the same data that has been kicking around the industry professionals there for past 2 or more decades - that is a fact !

Any action in the diamonds exploration space will take place next door in Angola - not Botswana. All Botswana focus is going to be on restoring the De Beers / Debswana relationship and getting those volumes back up, so that Bots Govt can earn some money / reserves.

Echo - go spin your verbal manure elsewhere. Ie take a dump somewhere else !

Hip Hip hooray. Silver cloud and all that - being the delisting from AIM. Goodness the poor fella is going to bore the pants of the aussie crew on hotcopper /asx. I dont plan to register there and post - unless of course Brad does and starts posting all his endless gibberish about Tlou history. If he does, then I will have to rethink my behaviour.......

Parting shot - they promised first power in 2022 i believe. We will be lucky to see it before June 2025 - and despite the fan fare that will accompany this notable achievement, quite how they are going to finance scaling up without further crucifixion of us long standing shareholders is a mystery.

Actually it isnt a mystery. Shareholders here are pretty doomed; no way around that that i can see given will be 2 billion shares or more in issue to get anywhere near 10MW power generation.

HNY all, even brad. Just stop posting your endless noise about nothing relevant here please.

Look back child - is this all you have got ,,,,,,

Like I said child - you fired the starting gun. But anyways, you runa way and hide like the big baby you are.

Leadership comes in many different shapes and forms - you obviously take the more Trumpesque bombastic approach.

MBODGA is your new mantra then.

Is a shame you landed on your head at birth - life could have been so different for you.

As always Brad, your unique interpretation of history has us all captivated. Zzzzzzzzzzzzz.

I guess you are so self-serving, you forgot that you started the insults.

Investing in 2018 ie 6 years ago at 1.25p or so, has seen his investment tank near 90 per cent since then, created an offline Telegram group so that a few 'knowledgeable investors' could try orchestrate a pump and dump scheme.

I think this is the more apt use of the phrase 'bone head'. I guess this is what happens when things don't go plan - one gets angry at the world. But I imagine your cosy little Telegram group are all rallying round each other encouraging everyone to stay the course.

Bone heads indeed.

The Tlou story was exceptionally positive back in 2018/ 2019 - and then things turned to poop. Plenty of investment stories the world over with an amazing strategy that was derailed by inability to execute effectively. And it is management's job to execute effectively .....

And that is not a cue for Brad to offer his usual litany of excuses as to why Saint Tony was prevented from delivering his 3rd miracle home run.

Tsodilo Resources (listed on TSX) has found BK16 kimberlite - they need $5m or so firm up the Resource to Reserve - unlike BOD which is spinning us all a yarn about great geological data blah blah on ground that BHP poured over decades ago.

So you dont really seem to know so much as you think. That the problem with the 'johnnie come lately' types interested in cobbling together a Daz ('new and improved' for those old enough to remember the tv ads) investment thesis.

As always, DYOR. And beware the story board pumpers!! What are the obvious signs ? Easy, when they create offline chat groups on Whatsapp or Telegram.

When there is almost zero cash in the bank, ongoing bills to pay, and cement/ concrete companies not yet fully engaged with pozzolan in their supply chains - how do you think Sunrise will continue to survive.

Further dilution is inevitable !

"Energy companies have promised to spend almost £70bn over five years to help rewire Great Britain’s electricity infrastructure in the global race to shift from fossil fuels to clean electricity. The companies that own the high-voltage power system – National Grid, SSE and ScottishPower – have submitted spending plans totalling about £68bn to the industry regulator Ofgem for the period from 2026 to 2031, which could support about 100,000 jobs. The proposals must still be approved by the watchdog, which is expected to balance the need for costly investments in upgrading the power infrastructure to meet climate targets, which is paid for through energy bills, against the need to protect customers from rising costs."

Botswana actually has a good transmission grid - probably because it is relatively new and not been required to work at max capacity always. That said, if the UK grid was developed for coal based power generation and they need to upgrade to/for cleaner energy sources, I am wondering if the same logic applies to Botswana.

It should be the southern africa capital for solar generation, yet they cannot get this financed and rolled out in a meaningful, concerted, controlled way - as always, Why is that Botswana Govt ?? But this surely is coming sometime / eventually .... And does that bring this type of problem into view, which sadly will be yet another logistical hurdle that non-coal based power generating IPPs will have to navigate (on which they dont have control).

Isnt a negative post about Tlou (in case some of you can read but cannot understand - quite a few of you here like that) - just the usual rollocks that goes on down there.

Well said Tony - great country, great coal, wonderful opportunity, blah blah .... give me your money ..... Ah, dont get me started.

Ignore the richard - he offers nothing but insults and hate on this board.

Quality response as always from Safe. Eeeeeeee Aaawwwwwww.

I am wondering how it is that an Irish exploration company has the best 'world class' data base information of ground in Botswana, as compared to Debswana and Lucara who actually control the diamond market there.

Smells like a load of hype to me.

Option 4 to establish a new grinding facility - that would take 2 years minimum from here before it would be build, successfully commissioned and drawing down meaningful quantities of pozzolan from anywhere. Hence, my view, just fluff added by PC to make everything sound bigger, better, more advanced than where it really is.

It says: .... now completed the mining and shipping of 20-ton bulk sample to ....an established industrial minerals company..... which is considering the use of our natural pozzolan as a beneficial additive to their cementitious materials range following a program of successful laboratory based testing. The bulk sample will be milled and mixed with other cementitious materials to produce a blended product for customer evaluation."

On first read, they suggest the laboratory testing is well underway. But reality is they have just "NOW COMPLETED THE MINING AND SHIPPING" of 20-ton bulk sample to someone.

I really hate the way companies try to be so disingenuous in the wording of their communications.

My understanding of this type of testing is that it can take easily 6 months for the batch samples to be poured and allowed to cure before completion of various stress tests to see how successful or otherwise the mixes are.

It wouldn't surprise me if this 'industrial minerals company' was the old Geofortis crowd that recently got taken out. That at least shows there is M&A activity in this sector - although I worry that Trump will allow coal powered stations to start up again giving a supply boost to fly-ash stocks. That would be a disaster for the Pozzolan space !