RE: SAPP and distribution network13 Jan 2024 14:03
Let me help you then. Your focus is exclusively on Tlou and its success. The storyline to Tlou is and always has been brilliant. But management oversold the delivery of the project - their more recent announcements have completely throttled back on over-hyping, over-promising etc. They have learned their lesson.
The extent to which they were directly responsible for Tidd and Tidd-like promoters back in 2016 will never be known. But it seems impossible to believe they did not have some kind of guiding hand in feeding that particular PR channel to promote matters. I KNEW it was BS then - and I posted repeatedly so at the time. I was the lone voice - but I was the lone voice that was correct, no matter how much you dont want to accept this.
If you look back to my first posts under BOTS_PROJECTS, you will see I am interested in Botswana based projects (mainly) as I finally saw signs that the current Presidential regime was getting the Bots economy into some sort of half decent shape. Ie the building blocks for economic progress in Bots were being put in place - not simply talked about (which is what had been happening there for far too many years) - and my view on this gets stronger with each passing Quarter.
But it is still Africa, still Botswana, still a country of a huge land mass and small disparate population which makes delivering large infrastructure projects even more difficult. And the Govt themselves say they do NOT have money - refer Eric Molale recent interview on developing railways across the country. All Govts there are cash-strpped and they want Private Sector money to come in and deliver the investment for them. BUT, Govt cannot give them free reign to deliver these projects; instead they unnecessarily meddle in dictating or mandating local labour content or use of citizen empowered entities to deliver aspects of the projects that invariably they are not skilled to deliver. However Govt isnt budging on this aspect of labour content (perahps or probably correctly so becasue how otherwise will the locals improve their work skills sets).
This all leads to uber-SLOW progress of projects there still - this still affects Tlou and Sekaname and others. My posts are often construed as negative on Tlou. That is becasue you guys are blinkered and read or interpret in that vain. My posts way more often than not are referencing articles in press talking about progress in Botswana - and invariably those words are published when projects are incepted or early stages. It takes anything and everything an eternity to progress in Bots - but there is money there to be made. And that is where my interest is.
It could be Tlou, Kavango, Sandfire, Tsodilo, Giyani Metals, Bots Diamonds (except I am uber negative on diamond sector, which is actually bad signal for Bots economy but i digress) and a host of other smaller exploration plays.
Not my fault you are incapable of discussing wider influences on Tlou n Bot
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