Member Info for BradSmith

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I'll assume a commercial-scale ground-mounted 5 MW (AC) solar PV system on a site already prepared (permitting/hoopla minimal). Estimated costs vary by region, supply chain, and tariff, but here are reasonable baseline ranges (2024–2026 market conditions assumed):

Capital costs (installed, turnkey)

Low-cost scenario: $800,000 – $1,000,000 per MW → $4.0M – $5.0M total

Typical/median scenario: $1,000,000 – $1,300,000 per MW → $5.0M – $6.5M total

Higher-cost scenario (rural/high-labor/imports/standard trackers): $1,300,000 – $1,700,000 per MW → $6.5M – $8.5M total

Breakdown (typical per-MW percentages)

Modules: ~30–40%

Inverters / electrical balance: ~10–15%

Racking & trackers: ~10–25% (single-axis trackers raise cost)

Civil/site work & mounting: ~10–15%

EPC labor, overhead & profit: ~10–15%

Interconnection, permitting, grid work: ~5–10%

Operation & maintenance (annual)

Fixed O&M: $12,000 – $25,000 per MW-year → $60k – $125k/yr for 5 MW

Performance warranty/insurance and reserve: additional variable

Levelized cost / production (illustrative)

Capacity factor typical 18–30% (fixed tilt lower; trackers higher).

Annual energy (5 MW × 8760 h × capacity factor):

20% → ~8,760 MWh/year

25% → ~10,950 MWh/year

If installed cost $6M and annual production 9,000 MWh, simple capital cost per annual MWh = $667/MWh capital amortized over 1 year (useful for quick comparisons; not LCOE).

Notes and assumptions

Site ready-to-use means minimal grading, access, grid interconnection point available, no major environmental remediation, and typical permitting timelines. If interconnection upgrades are required, add $100k–$1M+ depending on network upgrades.

Using single-axis trackers increases energy yield (8–20% more) but raises upfront cost ($0.1–$0.3M per MW).

Regional labor, import tariffs, shipping, local taxes, and incentives can move numbers substantially.

If you want a tighter estimate, tell me:

Country or state (costs and interconnection vary a lot),

Preferred technology (fixed tilt vs single-axis trackers),

Whether you need storage or greenfield interconnection upgrades.

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From Duck.ai

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Tlou has reported the transmission line itself is complete (66 kV, ~100 km) and that it was raising about US$13.3 million to finish the overall Lesedi gas‑to‑power project (substations, switchgear, generation/ancillary works) — those funds were stated as the amount needed to finalise the project and activate the line.

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Follow up ... meaning of generation above?

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Generation refers to the equipment and systems that produce electricity from the fuel (in this case natural gas). Key components and activities include:

Power plant equipment

Gas engines/turbines (prime movers that convert gas energy to mechanical energy)

Generators (couple to engines/turbines to produce electrical power)

Heat recovery / auxiliary boilers (if combined‑cycle or for auxiliary needs)

Balance of plant (BOP)

Fuel handling and metering (gas supply connection, pressure regulation, flow metering)

Cooling systems (cooling towers, heat exchangers)

Lubrication, oil systems, and fuel treatment

Exhaust, emissions control (filters, catalytic systems if required)

Electrical systems on site

Switchgear and transformers (step‑up transformers to grid voltage, protection panels)

Auxiliary power systems (station service transformers, UPS, battery backup)

Power control systems (SCADA, plant control, synchronizing equipment)

Civil, structural, and site works

Foundations, buildings, access roads

Cooling water intake/outfall (if applicable)

Lightning protection and fencing

Protection, control and grid interconnection

Protection relays, breaker installation, earthing

Grid synchronization equipment and controls

Metering and telemetry for the utility

Testing, commissioning and performance guarantees

Factory and site testing, load trials, safety commissioning

Training, handover documentation, spare parts

Operations & maintenance setup

O&M contracts, spare parts inventory, CMMS

Staff recruitment and training

If you want a cost or timeline estimate specific to the Lesedi project, I can assume standard engine‑based plants and produce a ballpark breakdown—confirm that you want a cost estimate and whether to use USD.

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So extra wells and work on current wells are not included. If dewatering concludes soon , less than $20m USD

needed? New well(s) might push it towards USD30M? And how much of the available power will Kala want nd what is left for the PPA? Solar for TLOU maybe too much to ask for, but Kala must have known approx how much Tlou needed for the poles/wires/CBM energy.

Ugraded on Monday to full fibre with Trooli , speed is now 150-162mbs from 16mbs to 26mbs.

I spoke about latency , long waits for sites to load, and that has been happening on several sites.

Yesterday I was notified by a delivery company that Id receive my new TV TODAY, It contained a link which never loaded at all!

I checked AI and used ipconfig /flushdns from 2 - no reboot , no resetting of Trooli hardware!

The link came up instantly! Same with Chess.com and I think AI are smack on the money.

I am becoming very reliant on AI , as will all of us I am sure , I am proud to be associated with it through TLOU.

I was with Plusnet for over 20 years and called them to cancel my contract until November. Of course , I told the guy about the TV screen and the new TV set. He advised me than with Open reach (Plusnet are part of BT) I'd be compensated if they broke my TV!! Trooli insure themselves up to £50k so I might get some help from them! They refund losses on severed contracts costs too. But Plusnet have not charged me anything to cancel mine. So that saves me having to prove that loss.

++++++ AI

Those "waiting for" messages usually mean your browser is struggling to look up the website's address (DNS), your router cache is clogged, or the ISP's connection needs a full power cycle to register the new, higher speeds.Try these highly effective, step-by-step fixes to get your browsing speeds matching your upgrade:

1.

Power Cycle the Network

When you upgrade your bandwidth, the modem and router often need a fresh connection to recognize the new speed profile.Unplug your router and modem from the power socket.Wait 5 to 10 minutes to allow internal caches to completely drain.Plug them back in, let the lights settle, and restart your computer or phone.

2. Flush your Computer's DNS

Outdated DNS caches from your old, slower connection can conflict with new settings, causing pages to stall while the computer looks for the "old" paths.Windows: Press the Windows key, type cmd, right-click Command Prompt, and select Run as Administrator. Type ipconfig /flushdns and press Enter. Then type netsh winsock reset and press Enter. Restart your PC.

Fundamental Bots ....

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AI Overview

Yes. For future exploration, reserve certification, and project expansion, Tlou Energy relies on independent consultants [Competent Persons] to assess and verify their coalbed methane (CBM) gas reserves and resources.

Consultants are fundamentally required for these tasks for several reasons:

• Reserve Certification: The company's gas reserve and resource estimates are determined by independent third parties—such as SRK Consulting —in accordance with international guidelines (e.g., Petroleum Resource Management System). [1]

• De-risking Exploration: When Tlou expands its exploration efforts (such as the 250-square-kilometre seismic surveys on its Lesedi and Mamba projects), geological consultants are brought in to interpret data, de-risk the project, and define drillable prospects.

• Corporate Governance: As a publicly listed junior explorer on ASX and the Botswana Stock Exchange (BSE), the company uses independent experts to provide objective reports that prevent conflicts of interest and satisfy investor requirements.

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And Colm or Doc mentioned it in relation to dewatering in one or other of their missives.

Good to see you are not giving up on Tlou completely Winni.

You still know these pages exist.

End of Q2 2026 is often quoted in our few tit bits from Tlou , and that is getting closer.

It won't surprise you that I'm undaunted by what I consider to be vital planning.

We know that Tlou ran out of working capital and stalled on the Consultation, and other hands on operations.

There is a review and further investigations to come from the consultants.

IMHO , the critical plan is how to drill new wells so they mutually benefit each other's dewatering.

Too close (#3 and #4), or too far apart (Selemo and Lesedi) both produce problems.

I am hopeful that experiences from #4 , #6 , back to #4 with lessons learned at #6 , means they understand how to complement dewatering for Lesedi plots.

Kala must decide how much money and effort they should put into Solar. 1MW for starters seems sensible, to expand the CBM, proof of concept, Data Centre for proof that Solar also has a future. Whether TLOU should go the Solar route too , with 5MW is not clear. Yes if dewatering issues drag on for years; No if Lesedi dries out quicker than Solar takes to install. Abandoning Solar in favour of CBM would waste the investment in time and money , both of which should have been ploughed into CBM with the benefit of hindsight.

I hope that Kala are funding the consultants , so they can decide on Solar soon. CBM is not half as disruptive as Solar going forward. But gas flows need to be worthwhile at that stage onwards.

Best to get it right for the sake of a month or two.

Was puzzled why tonight's trade is pending! And when I checked it is down to Charlie's birthday!

Sorry, the reply is so perfect, I have to pass it on!

+++++++++++++++++++++++++++

AI Overview

Yes, cataract treatment can improve your sense of balance. Restoring clear vision and proper depth perception allows your brain to receive accurate spatial information, which helps many patients feel more confident and steady when walking.

Key Factors to Consider

The Vision-Balance Connection:

Your eyes, inner ears, and muscles work together to keep you upright. When cataracts cause blurred vision or impact your depth perception, your brain can struggle to process your environment, leading to a loss of steadiness.

Research and Evidence:

Studies show that patients often experience measurable improvements in postural control and a reduced risk of falls following cataract surgery.

The "Transition" Period:

While many patients see improvements swiftly, your balance may feel a bit "off" immediately after surgery. This is normal; it takes a little time for the brain to adapt to the new visual input, especially if you only have one eye operated on at a time.

Lens Options for Glasses Independence:

SpaMedica’s private packages (Freedom Vision) offer advanced lens options—such as multifocal or extended depth of focus lenses—designed to reduce or eliminate the need for spectacles.Because cataract surgery can temporarily disrupt the way your brain processes visual cues, it is highly recommended to discuss any pre-existing balance or inner-ear conditions with your surgeon beforehand.To explore your options and learn exactly what SpaMedica's packages cover, you can review the ⁠SpaMedica Freedom Vision or read more about the ⁠SpaMedica Cataracts treatment journey.

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At my pre-op yesterday I was able to choose the way forward.

Here is how AI answered my query ..... it is definitely light years on from the old searches.

++++++++++++++++++

These are results for "Spamedica offered me free cataract on NHS requiring spectacles, or Private treatment which could dispense with spectacles. What is the likely price".

AI Overview

Private cataract treatments to dispense with spectacles typically cost between £2,500 and £4,500 per eye in the UK. This premium service requires upgrading to multifocal, trifocal, or Extended Depth of Focus (EDOF) intraocular lenses (IOLs), rather than the standard monofocal lenses included for free on the NHS.

Because standard NHS lenses only correct vision at a single focal point, you would still require spectacles for reading or intermediate distances. To remove your reliance on glasses, private clinics must use advanced technology lenses.

Here is what you can generally expect for private pricing:

Premium Monofocal Lenses (for astigmatism/distance): £2,500 to £3,000 per eye.

Multifocal / Trifocal / EDOF Lenses (for reading and distance): £3,500 to £4,500+ per eye.

Factors Affecting Your Quote

Exact Lens Type: The price difference largely comes down to the specific IOL you and your consultant select.

Clinic Variations: Different private providers or hospital groups (such as SpaMedica's private division, Optegra, or Moorfields Private) set their own bundled prices.

What is Included: Ensure your quote covers your initial consultation, pre-operative measurements, the surgical procedure, follow-up appointments, and post-operative medications.

-----------------------------

Is that not a perfect response? AI understood exactly what I was asking and got it right.

I was thrown by SpaMedica because I thought the NHS option meant Bournemouth General Hospital treatment that Liz endured for a detached retina and which was long-winded because it was inoperable.

I saw 3 technicians in about an hour and had a wait to see the Surgeon , a gorgeous Arab girl.

Of course NHS treatment was what I was already receiving from SpaMedica so once the penny dropped I quickly decided to continue. They plan to do my left eye so I'd still need spectacles for my right eye?

£4k to £8k at my age is hardly worth it - unless there is a chance my balance is improved and I can continue motorcycling. My next question is there , I'll spare you all that.

Tlou are in the perfect position .... I was certain before but AI is far more advanced that we are lead to believe?

Just learned a lesson!

Logged out of LSE and page 1 of chat was accessible!

Click on next page and they immediately ask you to login! I reckon that is my stumbling block on main chat room.

However it is not the same on username search pages - that works , as I found since starting this!

I wanted to build an index of posters , the time of their latest post and page numbers where that post is!

Now I know the way it works I am ready to go!

The index was to save loading pages that are empty after filtering them.

LSE precautions prevent that. It is only exercising my brain to stave off dementia but I never give up!

It is both a strength and a weakness - I suspect Elon Musk is similar but he has Aspergers to blame it on.

Or is it?

I'm still foxed , and infuriated now!

I have been getting error "Expression.Error: Access to the resource is forbidden." after switching to Web.Contents (from Web.BrowserContents) after their mathematical solution did not work. That also required the Number.Random() function on my machine because RAND() was not found! Hours wasted to eventually find that! But the really annoying bit is that error message is not coming from LSE at all!!!!

They say something like "you don't have permission" (from Web.BrowserContents).

And I find it is Microsoft doing an impersonation of VAR in football.

They ban the format of the function call that AI gives as their solution!!!

I even asked AI to write the code for , and it got me what I wanted i.e. result Tables , not Errors!

But click on "Table" to see the content and every row is empty!!

Click on "Error" and I get the LSE permission message.

So annoying - the mathematical url solution is ok using Firefox browser (which works ok without it too). Probably because I am logged on? My original search engine had to be dumped because the web site introduced compulsory logins which I never got around using Visual Studio.

Working alone is tough when you refuse to be beaten. Even explaining the problem to someone who cannot help at all often finds an answer from within. Slows down impulsive ideas that make things worse?

I am getting page 1 x 8 times, instead of pages 1 to 8 , and I am foxed!!!

I sent my code to AI after a couple of suggestions from "it".

It diagnosed my quite brief code instantly and came back with this ....

"The issue is caused by using Web.BrowserContents inside a function loop.Unlike Web.Contents, which can bypass caching using the Query or RelativePath options, Web.BrowserContents launches a hidden web browser instance (like an invisible Microsoft Edge process) to load the page. Because the base URL structure changes or gets processed rapidly in the loop, Power Query's engine gets aggressive with its cache, recognizes urlhome as a recurring static string, and continuously returns the cached result of Page 1.Since Web.BrowserContents does not support advanced options like Query or RelativePath, you have to use a mathematical "trick" to force the function to treat every single URL calculation as entirely unique and fresh."

Who needs programmers anymore? This is what troubleshooters get paid lots of money for.

AI answered the question before a human would have read the first line of code?

Instead of passing a string to WebBrowser including page no - I creates urlhome and appended the page number to it! This meant I could single step the function and see what urlhome contained easily.

Then I passed it to the Webrowser to load - it flies in the face of AI saying used a variable i.e. urlhome , and not the literal 1 for page 1 - but that was before they saw my code!!!

They understand my English too - that is amazing because so many people seem to find that difficult!

I loved the business analyst at BP who I educated on something technical at work. He said "thank you 'Brad' , I am now better informed , but none the wiser". 😜

Tlou are going to get a share of AI profits as well as rewards for Grid Power , and nobody believes it?

======= Bots Doom and Gloom =============================

Looking at Bots latest gloom and doom report , prompted me to find how long CBM providers take to get into production.

It is a new industry, just about old enough to drink! And AI confirmed that horizontal wells are good. And Queensland is significant?

+++++++++ AI Fastest

The fastest path to commercial production from a virgin Coal Bed Methane (CBM) site is heavily dependent on the reservoir's natural permeability, the availability of pre-existing pipeline infrastructure, and government licensing processes.Globally, the regions with the fastest drilling-to-production turnaround times include:

Queensland, Australia: The Bowen and Surat basins feature highly permeable coals. Because they have established gathering systems, production wells can be dewatered and brought into commercial flow in a matter of months.

Ordos and Qinshui Basins, China: These basins hold highly gassy, high-rank coals. With extensive government fast-tracking and technological drilling advances (such as large-scale cluster and horizontal drilling), deep CBM developments have scaled to high-capacity production very rapidly.

Serowe CBM Project, Botswana: Botala Energy’s Serowe CBM project is advancing swiftly as a primary target for fast-track development due to strong regional gas shortages, favorable reservoir depths (starting around 350-450m), and off-take agreements already in place.

For more mature CBM markets (like the US or Australia), existing infrastructure makes new well tie-ins the fastest route to output, whereas emerging markets rely more on pilot flow testing and government licensing.

++++++++++++ Tony Gilby

Tony Gilby’s Australian coal bed methane (commonly known as coal seam gas, or CSG, in Australia) sites were primarily located in the state of Queensland.

As the managing director and co-founder of Sunshine Gas, his projects focused on exploring and developing significant CSG holdings in this region:

The Bowen Basin & Surat Basin: His company targeted major tenements within these renowned energy basins in Queensland.

The Lacerta Project: One of his key flagship projects was the Lacerta CSG field located in Queensland.

Gladstone Infrastructure: He spearheaded initial plans to build a multi-million dollar liquefied natural gas (LNG) processing plant at Gladstone, Queensland, to commercialise the extracted gas.

Note: While Gilby built his early career success in Australia, his subsequent coal bed methane ventures as the Managing Director of Tlou Energy shifted focus internationally to the Central District of Botswana.

+++++++++++++++ Appraisal of the above

TG knows what he is doing. Look at the throw away remark "production wells can be dewatered and brought into commercial flow in a matter of months." Tlou proved it at Selemo , the lock gates at Lesedi could open at any time soon , and Lesedi will get there first in Botswana for certain, imho.

Fast broadband coming on Monday , 2 months later than expected. They needed to licence the use of live electricity poles to route the cables overground. Underground would be a major bit of engineering.

Trooli provides independent full-fibre broadband across Dorset, offering symmetrical download and upload speeds ranging from 150Mbps up to 2Gbps. Because they use Fiber-to-the-Premises (FTTP), your upload speeds are guaranteed to be as fast as your download speeds. And it is cheaper than my copper and fibre service which is 26 mbs at best. Dead chuffed - in time for the World Cup too!

Trooli provides independent full-fibre broadband across Dorset, offering symmetrical download and upload speeds ranging from 150Mbps up to 2Gbps. Because they use Fiber-to-the-Premises (FTTP), your upload speeds are guaranteed to be as fast as your download speeds.

For the word Brad

109 hits. This one looked unlikely to be right? but is.

"PageItem When What Who Where Page

1 1 Jun 2026 10:42 Well, last week President Boko and President Ramaposa of SA signed 4 cooperation agreements. One of which was an energy cooperation agreement saying broadly .... Another nail in the coffin. Looks like the best coals ever seen could not grab their market opportunity. Looks like a lot of things really - and I dont see any of them particularly good. When you gonna admit it Brad ....Botswana and South Africa sign energy cooperation agreement Botswana and South Africa have signed a new energy cooperation agreement aimed at enhancing regional energy security and economic resilience. This agreement marks a shift from costly emergency power purchases to a more stable and economically sustainable arrangement. It is expected to ease Botswana's power supply challenges by enabling predictable, long-term electricity imports from South Africa. The agreement aligns with both nations' goals of enhancing regional energy security and economic resilience, and it is expected to support long-term energy security, infrastructure planning, and potential joint initiatives to stabilize power supply in the Southern African region. BOTS_PROJECTS TLOU.L 1"

Suddenly, because it suits him today , South Africa are wonderful, Eskom owing money left, right and centre are now going to reverse their history?

Tlou are approaching the Mall in their marathon , and Bots is betting on them not finishing the race.

And he thinks I am stupid. It only needs Kala to finance the completion of TX lines and dewatering of Lesedi over the rest of 2026 , and if the Selemo success is repeated after years of failed attempts at both Selemo and Lesedi , the summer could see us completing our jigsaw.

The gas is there , we just have to release it! We want it, Kala want it, BPC want it. There is a well ,we have the will, Kala has the money (I hope) ..... the way awaits us!

A 40 year project for Kala from CBM , and indefinite Solar power to come after that?

Kala know a bargain when they see it.

Trooli broadband called me today to say permission for the lamp posts to carry my fibre lines has been granted, so I'm feeling good for once. Cataract pre-op tomorrow may take up to 3 hours. Dreading that but a new lens might cut out some of my typo errors. And shopping will be easier if I can read the labels.

It needs to be able to take the following ....

1. Trillions of cu ft of CBM stored in coal in much larger volumes

2. Drilling equipment

3. A couple of huge substations 95% complete and needing a few weeks work.

4. 100 Km of poles and wires and broadband fibre.

5. A Data Centre

6. Various buildings and equipment

i.e. A jigsaw puzzle of thousands of pieces , needing a dozen or two placings to be complete.

Demolition of a 95% complete jigsaw sounds crazy!

Tlou just need the funds to finish the TX lines! Since Xmas the Data Centre is open and ready for expansion.

There are several options ....

1. Stick with the original idea of flowing CBM however long it takes for both our customers.

2. Intervene at the Data Centre by bringing in Solar energy with more predictable costs and times , compared to CBM which could save or lose both time and costs. The amount of CBM or Solar is boundless.

3. The decision for the PPA supply is the same but there is a limit of 25 Mw before more poles/wires are required.

It doesn't seem to matter how the power is split. But unless Solar running costs are less than CBM , CBM has the edge. Less kit, to buy, replace and dispose of whilst providing 24/7 power irrespective of daylight hours and weather.

I hope this the conclusion by Kala in the long term plans. Short to medium term is a guess? Depends on dewatering which needs fully funding to get it out of the ground.

This project is too advanced to capitulate now. Figures on what the flows did when we threw the toilet at dewatering in 2025 were enough for Kala to go live. I find it hard to believe the excess is going to be massive or they'd have published the numbers. But did the funds run out and stop the progress that full funding will produce when we add the kitchen sink too? Q2 of 2026 looms .... fingers crossed news is imminent.

Phew! My screen recorder was set to take a snapshot every second or two with screen preview ON!

Total nightmare on whole window because preview is identical read only version of the LSE page!

Could not stop it!! So I put Wifi into flight mode to stop refreshes and got it back!

Evidently Google Drive does not need Wifi because I created the video and uploaded it. Power Query must have been using cached data I guess.

I posted my previous post and after several minutes remembered Wifi was interrupted!!!

I guess Google drive will catch up with my 35Mb video in time. Who says computing is boring?

I have my new search engine working - it has two Power Query modules -

1. Load one page of 25 Posts for a username subject to two filters which can be "" for no filter!

prefix - one letter or more- for TLOU enter "T","TL" up to "TLOU.L" depending how many epics it finds

within - one string which will need that string to be in the text message to be selected.

2. userform controls #1

username

number of pages to search

page number to start searching from

prefix to be carried forward into #1

within ditto

It looks a bit silly in this application because Power Query creates a quick snapshot of 1000 records - loads of posts! Plenty for my purposes.

It is used as a Tlou sub-project - a proof of concept - in case there are anomalies in the data that need sorting.

If ok - an empty table from unmatched username, page nos requested, or filters most likely errors - then it repeats the query and stores the full data in the worksheet.

You can see Bots refers to MM in a ZIOC chatroom , and MinorMiner appears to be exclusively active on that stock.

If anyone wants to find a post from a definite poster I'll try to find it for you.

Has to be on LSE of course but not necessarily on TLOU.

With dates the primary key I may add Date searching if I feel like it one of these months.

It is easier to control than page numbers which wildly vary from user to user.

There is a brief extract of each posted message but selecting a post shows the whole content in a scrolled cell above the summary. Perfect for my eyes which find small print difficult to read.

https://drive.google.com/file/d/1C6sflzJgwPOcEDkszWiFBjgXHe5g9wKR/view?usp=sharing

Good ... I am a power query fan again (for a few minutes).

When What Who Where Page

31 May 2026 23:05 Cheers BradSmith TLOU.L 1

Cheers

The solution to the intermittent errors is simple ,and should have dawned on me immediately!

The fact is you have to be logged in to reply to posts!! So the formats of what is received, logged in or not is going to be different (reply option and recommend for starters) . So my downloads are compatible with my code in one format but not the other! I don't log in using Excel so it is synch until I restart my browser and it automatically loads LSE site as my homepage. Excel is read only and filters loads of scripts and html so I probably have little chance to spot what is making the difference. I don't need to know! But from now on I need to View Page Source from the browser when I am not logged in and it should be consistent.