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PS - I fall out with most posters that try to ramp a stock when their mechanism is to inflate the BS around a company that sucks in mug punters !

PPS - I was already long time invested in Tlou long before Tidd and MM and Buzz and other chumps arrived on the scene here. So you are wrong in thinking it was Tidd that caused me financial loss in Tlou - I managed that all by myself when i bought in at the IPO stage. A long time ago.

PPPS - too many here think they know my thoughts and intentions here. Few get close to being right. Gilby was a crook by allowing Clueless and Solomon and GG trot out tripe about Tlou prospects, as well as the BS he himself trotted out to the markets. I was in the basement room one Friday in Londin when he spoke - the lies he told that day were scandalous. He didnt talk about flow rates or gas content then; he never did subsequent; the current mgmt still dont and idiots like Brad still think that isnt a relevant thing. The idiot also thinks mgmt are holding back on #6 results - just unbelievable where his rose tinted mind takes him. You at least occasionally question the well performance.

Question - after all this time talking about dewatering the wells, why has there never been one photo of a pond or largish body of water collected there ?!

Major shareholders are still in because how on earth could they engineer their exit...... Impossible imo.

Keep it real y'all.

Right back at you Winnie the Pooh..... You amuse me - recently you have pushed back on Brad trying to get him to realise Tlou is the basket that we all know. Except Brad of course.

You are a pathetic lonely man !

And it isn't Tlou Energy.

Following President Boko’s visit to the Sultanate of Oman and the reciprocal visit by Omani officials to Botswana, work is now underway as NAQAA Sustainable Energy LLC, an Omani renewable energy company, secures a direct appointment to develop a 500 MW solar plant in Maun.

According to a notice published by the Ministry of Minerals & Energy on 20 March 2026, NAQAA Sustainable Energy LLC has been selected as the prefered Independent Power Producer (IPP) to design, finance, construct, own, operate, maintain, and eventually decommission the 500 MW solar photovoltaic (PV) power plant with an integrated battery energy storage system. The project will have a minimum operational life of 25 years.

NAQAA Sustainable Energy LLC is a pioneering Omani renewable energy company established in 2025 under O-Green to develop large-scale clean energy projects. Its portfolio includes a 1,100 MW wind project with OQ Alternative Energy and a 500 MW solar project in Botswana.

The company specializes in end-to-end green energy solutions, including development, engineering (EPC), generation, and technology.

Oh FFS.... ' ala know that when Lesedi is dewatered' - you are totally delusional as to what kala know or dont know. Kala run data dentres; they dont run drilling and gas extraction and they for sure know FA about dewatering and coal fines and all that complexity. But you in your infinite solar system starry eyed, there is no way Tlou and TG could ever fail ........, on and on you drone talking about Tlou and TG and Kala and Eric Molale and Govt and Lefoko Moagi and goodness knows how many other names you drop in your jackanory pathetic posts. You think you are convincing any of us ? You think you need to be the lone voice of positivity for Tlou? Well who has listened to you.......

never in my life have I heard such a dumb derriere talk so much brown stuff out of that orifice. Give us all a break and just stop talking your endless drivel. Tlou is a basket case; it has been for years; and it may never recover from the deep dark african hole it has dug for itself.

Correct - so tell your mate to stop his endless waffle about totally irrelevant stuff. Rather than endlessly dream and pontificate that everything is 'gonna be great' .......

BPC owns all aspects of transmission lines across Botswana - fact !

Th 100MW tender issued 2017 said Tlou and Sekaname would have to build the TX line to connect to BPC grid and, once fully operational, ownership of the TX lines would revert to BPC - fact !

Tidd and clowns revved everybody up back then by saying that once connected to the grid, this would open up the possibility of Tlou to sell into SAPP - fact !

Nobody in Botswana other than BPC has ever sold power into the SAPP via the botswana grid - fact !

When somebody decides to try test that market opportunity, it will require them and BPC to agree terms over how BPC get reimbursed for permitting a 3rd party to use their TX grid to inject power in first, and then evacuate and distribute that power outside the borders of Botswana - fact!

Given this has never been done by anyone else in Botswana, does anyone here realistically think this will be a simple negotiation with BPC ? If you do, then you are stupid - fact !

BPC will levy a cost or charge on whoever seeks to connect to SAPP - so even more cost to be dumped on Tlou if they seek to use SAPP - fact !

Also fact - Brad really knows jack shoot. Totally FACT !!

So, not for the first time, you read and didnt understand. Ho hum. And telling me to get my head out of the sand. Now that is rich and entertaining. i your nirvana world view, capital is not constrained. In my world, capital makes or break a project. Everyone except you is pretty aligned on that.

Classic - you think folks are here to humour you. Says a lot.

Most of you are missing the point regarding why Tlou is not pushing to complete the sub-stations. Here is my reasoning, and I dont give a fiddlers if you disagree.

First, there is a certain amount of electrons that needs to be injected into the TX line to energise the line and travel the 100+km to Serowe. And then a consistent flow of electrons to keep the line energised and supplying power to BPC. And when they do not fulfill the supply agreement specified in the PPA, BPC will levy penalties on Tlou.

Second, reading recent Tlou updates it is obvious there is concern about the ability to supply consistent power to both BPC and to Kala, so Tlou has to decide which one to service properly in first instance. Kala is the obvious choice given they are more easily managed should the power supply side fail or experience problems. Tlou has said that additional drilling is required to increase power generation from the 2MWs.

Third, if 2 horizontal wells cannot be relied upon to supply consistent 2MW or even up to 10MW of power, then there really is a problem with these 2 wells. Those horizontal wells cost from memory around A$2m each, so minimum A$4m total - none of us seem to have the expertise to appreciate the cost reality of this aspect. Botala are talking about drilling vertical wells for around $150k-200k per well.

Fourth, Tlou drilled in the lower Serowe seam which is the thicker of the 3 seams. Botala drilled 3 or 4 wells to the top seam, and recent well to the middle seam. They have not drilled yet to the bottom seam which is only about 20m deeper than middle seam. Why is that? There are very few drill operators in southern africa never mind Botswana and you can be sure they talk among themselves. Tlou refuses to release gas flow data to the market - I leave it to you to decide whether they are hiding good news or less good news. Botala, until recently, harped on about Sekaname drill results from around 2014 and they are waiting on Bots Govt investment money from Minerals Development Corp Botswana. This money is now overdue. There was an article last week about the green meanines complaining about the perils of gas drilling and extraction - easy woke cannon fodder for the tree huggers who largely just jump on bandwagon to complain about trendy concerns.

Fifth, the Govt of Botswana has never truly believe in CBM as an energy feedstock and how it can help the economy. If they did, then the path to success for Tlou and Botala and Sekaname would not be so hard.

Conclusion: Sekaname seem to have gone out of business. Botala are waiting to see success of their 5-spot drill campaign which, if successful, will underpin their LNG project. Tlou are within 1-2 months of being able to demonstrate they can supply consistent gas to run Kala data centre. it may currently only be small scale - but if this proof of concept fails, then the future success of CBM falls to Botala and their vertical drilling. Crunch time is near!!

You do realise Winni that every time you call me that, it means Brad believes you agree with all his utter twaddle. And so you encourage him to continue posting it .......

And another....

TLOU have agreed and signed agreements with Kala and both Kala and BPC are expecting realistic delivery dates of Gas and Electricity in the 3rd quarter of 2025! That is the exciting April Fools day announcement not Botala who to their credit are saying what TG always said - there is plenty of demand from Botswana alone for several companies to get involved in the CBM power markets. Add the regions around Botswana to the domestic demand and it looks healthy for those that are successful.

This is well within my expected time table - clearly the priority for TLOU and Kala jointly. Reads as though there are no plans to segregate the wells which will both supply gas and or electricity. The deadly important factor imho is the signed financial agreement - Kala look like they are committed though we are yet to hear how much they are pledging for expansions.

Great work St Tony and his disciples .... 2025 is alive and kicking!

Tlou have 2 earners on the way - a Data Centre in a few weeks , and CBM power in maybe 6 months. To hold up work on the Data Centre for that 6 months play commissioning time makes sense to you??? The Data Centre represents to £10 note. You laugh at the idea of Kala getting one well and BPC getting the gas from the other - we'll see who is laughing when Kala are paying for work on BOTH wells, interest free????? And if it falls flat you will be justified in complaining. TLOU will be educated in ht epros and cons of a Data Centre in that case! That is better than wondering forever more if ditching Kala was the right thing to do without giving it a go!

Dont be stupid (again) Winni. Tlou and TG have everything under control; its all part of the master plan to become the Amazon or Google of energy feedstock and generation. With each and every pivot by TG and management from the stated aim, TG and the management team learn something new. This will stand them in great stead in years to come. We just need to maintain faith in the leadership team and they are lucky to have Brad here to keep reminding us in our dark days when we start questioning our commitment.

Fun quiz - what used to be the flagship project for Tlou? You know, the one they kept reminding us about at the start of each quarterly report....

Gas to power; gas to orapa, gas to light a bunsen burner - none of that worked so now it is gas to run a computation /data centre (WTF that means out in the middle of nowhere).

Oh sorry, I forgot - the did manage to flare gas at camp so presumably that ticks the gas to light a bunsen burner achievement. Well done !!

Thankfully Brad has me filtered so I wont have to read his reply - because frankly all he posts is utter rollocks !!

Read my post and try to understand - rather than dive in with your '2 left feet and ugly shoes' Winni.

Y'all thought SAPP was your holy grail.

What about the SAPP route to market? It seems to be the proponents here back in the day were incontinent with excitement at the prospect of completing the first gas to power proof of concept within the 100MW tender and quickly scaling from there by selling in the power pool. This is what was being claimed as going to be TG finest ever achievement.

Now Brad wants to justify that a small localised power generation pool to satisfy a small data centre operation located remotely in the bush is a much more lucrative proposition that selling power in a region that has been power supply constrained for maybe 2 decades now.

Wish you guys would see the big picture here - and stop a dozy man posting waffle endlessly just to give him a daily purpose.

Well XT, a deposit like Zanaga was never getting developed by anyone other than a strategic player because, like Simandou, it is too complex with distance to port adding considerably to the logistics. Even a cash heavy PE or VC outfit would be unlikely to throw their cash at it without industry expertise on hand to provide balance sheet, connections and expertise.

MM knew that - this never stops MM promoting an early bird story into likely to become the next 10 or 20 bagger for the more gullible souls around. As I said once before, once he starts the 'let's predict the share price exit' game, then i knew ......... And where is he now? Posting as MM or as ....... ? What is his next great big multi bag story hope .......

As soon as the story breaks down, off he disappears. No moral compass whatsoever. What amazes me even more is you would defend him. Really man !!

The P6.182 billion was raised through a syndicate led by Standard Chartered and Stanbic to address critical structural deficits in the nation's utility sectors.

From today's press, it seems they are miles short of the amount required for the 4 projects. Oh well, we bumble along forever in the hope money just appears on the magic mushroom trees...

Oh I know what they should do - issue more shares. Better still ask Kala for an interest free loan - they are from the Middle East where money is not a problem, is lent on open-ended terms and probably never needs show an investment return. And make Brad chairman, president and managing director of the enterprise. Sorted !

Share price collapsing after strategic player gets involved.

Wasnt this what MM was telling us all would kick start the party - industry heavy weights taking over Zanaga, bringing in strategi partners with balance sheets and knowhow to deliver the deposit. And share price to make us all rich beyond our wildest dreams ,,,,,,

How did it so spectacularly backfire ?

Loans from Stanbic, Standard Chartered as economy tanks. Govt owes suppliers P3.6 billion, businesses in cash flow crisis.

P750m is to finance critical budget related expenditure while P1.2 billion will address the backlog of outstanding invoices that Govt needs to settle. P6.182 billion is expected to finance strategic infrastructure projects specifically 3 major water projects and 1 key energy project.

So that will be financing for Sekaname's 97MW gas to power project back on track then. Or could it be Botala and their LNG project. Or maybe it is the money to join Tlou's TX line to the grid so that TGs vision can finally be fulfilled ..... Yeah, thats bound to be the one.