Member Info for BOTS_PROJECTS

So the herd's latest point of attack on me is I am a 'paid influencer'. Paid to influence exactly what ? The price is alreasy in the dungeon and it isnt actually possible to short Tlou as far as I am aware. Unless perhaps maybe one is a major shareholder intent on driving the price to even closer to zero, then making a bid to buy the company. Trust me, I am neither that rich or stupid to think that is even a remote strategy.

I couldnt care less about 'saving' any of you guys. I am however allowed to post MY thoughts and MY opinions on Tlou and any other company i chose to, so why are you so keen to try discredit and shut me down. I guess you cannot accept that I am the only person here who has been bearish about this stock and found to be correct. You guys blah blah blah about the same old, same old for the past 5 plus years and you are all worse off now than you were back then. That isnt my fault; that is the reality of your investment. And it amuses me no end that none of, absolutely not one of you, can come to terms that I was right when warning about the dangers of investing in Tlou back then. Instead, you pathetically try to cobble some feeble bravado by post b*mbing me here with concerted messages of attack. And you try to make out I am the crazy one.

You / you guys just make me laugh. And you endlessly entertain me with your naivety and childishness. Merry Xmas

Partly correct Brad. Tlou started out big and brash and promising lots and spending plenty. But then their wings were clipped by the system in Bots and therefore TG has had to become frugal in recent years.

If you want to busy yourself for a day or so, analyse or extrapolate their annual spend for last 10 years. That spent on Exploration and Evaluation v Wages and Salaries v the rest will help you better with context.

I just dont get why, after so many years, you guys just dont get the real story here.

Cor blimey, how do i phrase this best. Hmm - winni , grow up, grow a pair, change the record, contribute to this board, whatevrrrr . I get it; i got is ages ago - you dont like my posts, you dont like a person you have never met, you see my name and or my posts and you default into an angry human - get over yourself man ! It isnt me that has killed this message board - its you and your mates that react childishly every time i post. Move on chump(s).

How many shares were 'in issue' when you bought your shares Safe ?

There must be a reason for why you constantly berate a company / its management - please share why that is here so we can help understand your frustration better. It has to be something more than yu are just down a few quid. Surely.

Totally agree Free - you need money to build and commercialise. And i also agree the opportunity is significant ahead. And also that TG never had to build out his previous gas projects in Australia, but is having to demonstrate 'gas works in Botswana'. And I am pretty sure you would agree with me that TG and management never thought they would have to work this hard to get Botswana CBM delivered and commercialised.

I hope the rights issue gets well away. My earlier post today was simply pointing out certain risk aspects.

The reaction from the regular keyboard warriors was typically predictable. They would rather gob off than ever think critically.

The doc and Pension fund both have convertible notes exercisable into shares - work it out fellas. That is what fully diluted means.......

Are you seriously that stupid Thornback? Read your own words man.

Is the rights issue underwritten? What happens of the Dr and Pension Fund dont take up their entitlement?

Assuming they do, then there would be approx 1.75 billion shares in issue on a fully diluted basis (Dr and Pension Fund have convertible note instruments). There are people still posting here that previously said dilution didn't matter - do they still think this way.

Whoever TG thinks he has pre-agreed to sell the licences to had better not drive too hard a bargain - Africa has a way to squeeze you when the cards are not dealt in your favour. There is also the potentially significant matter of Tenement Risk - hopefully it is nothing more than a supposed new computer system glitch. 6 months and counting to fix a glitch - hmmm, well lets hope Ministry of Mines are being truthful. If so, it speaks to incredible incompetence.

These funds are stated on the announcements as for use to finish off the pilot project 10MW, tx line and sub-station connection. 13m aussie dollar to finish off the remainder of the project. If this rights issue falls flat, GG might be the one turning off the lights rather than other way round.

Of course, none of this matters in the slightest to most who post here.

Https://www.chronicle.co.zw/government-pushes-for-development-of-lupane-coal-bed-methane-gas-fields/

Orapa buying power from the grid - most stupid thing i ever read here;

BPC want gas heading north - next most stupid thing i ever read here;

Mamba - of course i dont kow, but i doubt Tlou will ever drill a well on Mamba. If current pilot works, they expand from localised infrastructure. Would not surprise me if they relinquish Mamba - but either way, it isnt important any time soon;

Gas pipeline - unlikely to ever happen; certainly not in the next 5, maybe 10 years;

The future could be big, elephant big - goodness how many times in the last 10 yers have we heard that. Bring back Tidd;

Sorry, couldnt help myself. You are back talking nonsense.

Paid influencer - that made me laugh. Tell me how you think I earn my money ?

Https://youtu.be/ye3zEYQR3BE

What do people make of this pitch from Ben? I think the potential here is verging on incredible - but it is still exploration and the outcome of that is always always binary (yes or no). And no amount of positive energy from Ben can change that. I find it a little strange that Ben keeps saying they have not been talking about things until they can demonstrate drill success, yet here he is talking it all up. For sure he is on a very orchestrated pitch to promote the company (which is his job).

Wide of the mark - you are basically on the wrong planet. But sod a dog, see you later guys. You have all convinced yourselves that you actually know something about something to do with Tlou and CBM and Botswana. 95 per cent of what you all post is what Brad hopefully picks up when walking the adorable Poppy.

Orapa - will never be fuelled by CBM. More likely CNG or LNG.

Bye bye. Am taking a one year Tlou sabatical. Lets see what has changed between now and then.

Last thought - 50p share price is A$1 price x current 1.040 billion shares issued plus Dr converting his A$5m loan at 3.5 cents is another 150m shares. So around 1.2 billion shares in issue x A$1 is market cap of A$1.2 billion. Not ever in your wildest dreams poppets !!

So who would be better off / less worse off today - those who followed you or Donks over say the past 5 years?

And you worried about my stocks of Andrex. Another Brad classic.

Your negativity speaks as you behaving like a spoilt brat child. But i suspect you know this and are just repeat posting like this to see who you can wind up. Not me chum - i just have a 'raised eyebrows' emoji reaction each time.

Last point on slide 11 says:

US consumption and production of natural pozzolan willincrease from 1.2 mtpa currently to nearly 6 mtpa by 2030.

And there, right there, is why we are all going to have to wait for greater pozzolan acceptance in the cement and concrete supply chains. Nothing new in this for those that knew why they were investing here (ie for the CS Project) - but that wont stop you know who bleating that his Rome is taking too long to build......

I think the 500/- shares is more likely market makers moving stock around v a retail punter selling.

Wrong again Brad (as usual) - it was never ever my aim to drive share price down. And more fool you if you think i had that capability. For someone that talks as knowledgeably as you often (seem to think you) do, it really does show you complete lack of understanding on how markets work in recent times. Old dog, same tricks - are you sure you didnt provoke the other doggie into taking a nibble .......

The impact of the gold rush in Zimbabwe

According to the United Nations Environment Programme, the work of artisanal miners and small-scale gold prospectors is the world’s largest source of mercury pollution. Gold prospectors from the Odzi River near the town of Mutare in Zimbabwe – unregistered artisanal miners – sift rocks from the river bed and colour the sediment with drops of mercury that sticks to the gold. Then, they use fire to separate the two metals. There are around 500,000 such unlicensed miners in Zimbabwe, supplying more than 60% of the gold mined in the country. It is Zimbabwe’s number one export commodity of critical importance to the crisis-ridden economy – in 2020, profits from the sale of this metal bullion amounted to US$2.14 billion.

Sorry - yes agree. WIll connect to the grid reasonably soon so i see little reason for the current share price to be any worse than it has been for past 3 years. Ergo - it should move up.

Maybe Brad has been a genius with his consistent dollar cost averaging ..... Oh my, we will never hear the end......

Change your record Brad. I am not killing this board. If others decide not to post, then its because there is nothing worthwhile to post. Unlike you, who seems to think we find your monthly 3 frequent flier trades update interesting. It isn't; the others are just too polite to tell you to stay on task.

Those of you thinking a tweet or post on X about progress is likely to move a stock that has disappointed re share price for near 10 years (and with 1 billion shares in issue) really need to have a talk with yourselves.

But at some point ahead, something hopefully will happen to make Tlou pop out of this multi year induced slumber. That said, there will be a serious number of sellers to take out on the way up !

Morupule continues to be a basket case of a power generation plant. Lots of remediation work has been done over they years and still it is not reliable. And likely never will be - because the Govt (under Khama) allowed the Chinese to deliver a plant apparently equipped with second hand gear. Plus the lining of the bottom of the furnaces kept failing, i think from memory because the Chinese misunderstood the nature of Botswana coal (compared to what they were used to). All of this should have been picked up in plant commissioning - but wasnt. Why? Because contract clauses re commissioning were incredibly stacked in favour of the Contractor, and commissioning was run on short term basis and signed off before the problems were apparent (ie bungs were quickly paid and Contractor was largely able to walk away).

One of the first things Masisi did when he assumed power was visit China, point this out and try negotiate the Contractor make good their work. Not particularly successfully as again from memory Korean or Japanese were engaged for certain repair work thereafter.

The Chinese are not particularly loved in Botswana - they made a hash of a large water tender project. They are getting smaller and smaller allocation of public sector work nowadays.

Morupule problems is a large part of reason why Jindal were awarded intital 300MW coal burning plant, quickly increased to 600MW. Jindal are a large Indian Group with big balance sheet, meaning Govt does not need give soverign guarantee over PPA. Very important in projects involving Govt or Ministries in Botswana nowadays.

No problem with your point of view Winni - but since it is a pilot project to prove to Govt that gas to power works, that is what makes me think the tariff is nothing special.