Member Info for BOTS_PROJECTS

Do they have any meaningful projects ongoing in Botswana these days? Or have they pivoted to S Africa diamond projects?

Hi. I been looking at some Botswana listed companies recently including Tlou. The chat here is like a time warp then. The potential is still the same ie massive opportunity to help the country be more energy self-sufficinet yet the Govt has not thrown its weight behind CBM. Why is that? Can it be corruption in some guise ie to keep CBM down so that pockets continue to be lined through coal of import purchase - i often thought it was the latter.

Also seems now that GIlby and management team are content to proceed at Govt and Ministry pace. Something else i fnd bizarre given their promotional efforts say 5-10 years back.

Coal seams in Botswana are not particularly deep and they are not particularly thick. That increases the risk of greater CO2 content v methane apparently. Could this be why they never share the gas content composition.

Does anyone know what tariff Tlou has agreed for their first PPA? Since this is a demonstraton of Tlou's ability, I hope they have not low-balled first time around since how would they push for higher tariffs on future PPA for higher MWs.

Every dog is supposed to have its day; here's hoping Tlou doesnt continue to buck that trend. This one has been a long time in the making. I am genuinely amazed by the continued support of a few posters here.

Where is he now then ? He was the guy talking this up a few years back, so if he has gone awol then that isn't a good look. I am not going after him; rather I am way more interested in whether or not the 'world class Kalahari Copper Belt' is really world class (ie has Khoemacau and Sandfire and lots lots lots more ore bodies that Kavango and other aspirants can and will explofr ofr and then develop. Folks like Dave C are important here - he has done some work. Where do we stand with those results and any more recent work? Thats what I am interested in......

Hmm not sure i follow all that Swakopmunder but you did prompt me to wonder/ ask - is Dave C still involved here? I didnt see his name in Directors or Management. C is for Cattrall - yes /no ?

Is it just Kavango that has not got going re the 'world class Kalahari Copper Belt' or have all the other aspirational (or perhaps lifestyle) players suffered the same slow death as Kavango.

I want to understand where Kavango is currently with the copper in Botswana projects before these are a bag of old bones, and then i can pass on Zimb BS.

Ok, so Purebond are 26.6% shareholders meaning they paid for their 140m shares. And have option for 400+m shares, so for them to exercise at 1p will mean a pile of good news ahead. And Purebond principals have India sounding names - no idea where they are based though.

Hopefully this one has a decent runaway ahead with lift off not too far along the way.

Hello. I am interested in and researching investment projects in Botswana. Used to follow Kavango back when it moved from 3p to 6p (I didnt buy or sell then) and have just this week started looking at Kavango again. I have googled Purebond Ltd but dont see any informative info about them - is anyone here able to comment on who they are etc please ?

I assume the cash was received for the first 140m shares at 1p - yes ?

Is it correct the focus now moves to gold in Zimbabwe; if so, then i wont be so interested in their progress. Khoemacau and Sandfire copper projects are major projects for Botswana and I was hoping to read Kavango had finally made good progress on developing their Resource Statement on licences. I will do my research and read back to get a sense of why progress on copper has been apparently poor - but if anyone cares to comment or share an informative links, then I would be most grateful. Thank you.

They are looking at a number of potential projects in southern africa. Their problem is they cannot find one which is relatively close (ie within a couple of years) to achieving a major liquidity event justifying management time, effort and shareholders cash. But since FCA is not kicking them off AIM, i suspect they will eventually find one that ticks the boxes for a reverse takeover deal.