Member Info for BradSmith

I have gotten rid of Bots pesk green posts. They still appear but blend in now I messed with themes to recover my chess.com displays whih disappeared with Wordle's highlighted colours.

I asked AI what the Chinese advance in drilling techniques and got another source of the two fingered salute to Bots. He stillberates TG for horizontal drills , and prefers vertical drills so Lesedi would be the dart board and vertical drills, the darts!!!

"Recent advancements in coal bed methane (CBM) extraction technologies include improved methods such as horizontal drilling and hydraulic fracturing, which enhance the efficiency and productivity of methane recovery. These innovations are crucial for meeting rising energy demands while minimizing environmental impacts."

We are back in the ADVFN days of you trying to divert attention from positive aspects of TLOU's history by lying about them. TG,Eric, Posters, Moagi, BPC, Colm, Botswana strengths as an African nation etc etc nothing was out of bounds for you to find fault , and none of them were worthy of praise.

Posters were sick of you and we dominated the board with conflicting views on everything.

That's where are again today, so I'll join the filter brigade so it dampens down my retaliatory responses to your filtered messages that are nothing but pro-Seka or anti-Tlou.

We all await news from the partnership that will clarify the limits of what interest free loans will be approved to do. I'm almost alone in believing their choice will make logical sense.

The proof lies in the share price - for me the golden goose - for you the road to ruin - and for our major shareholders? That is the news I want to see. Winni and I can see the Doc is being so positive in keeping TLOU heads above water. He is working without a salary as our Chairman - that shows commitment to me. His decision is based on a deeper knowledge that we all have. The only faith you show is towards Sekaname an als ran for a decade! Filter on!

You'll get something right , maybe , one day, Bots!

Why are you addressing Winni, about a remark from MFM?

AI on China?

"China's coalbed methane (CBM) production is expected to increase significantly, reaching approximately 20 billion cubic meters in 2026, driven by strong policy support and advancements in extraction technologies. This growth reflects a broader strategy to enhance domestic natural gas production and reduce reliance on imports."

Many a true word is spoken in jest?

AI produced this "Yes, salt water can be used to create hydrogen through a process called electrolysis, which separates hydrogen from oxygen in water. Researchers are developing methods to make this process efficient and sustainable, as seawater is abundant and reduces the need for freshwater resources."

Thungela is merely adding CBM to it's existing coal production from what I saw.

After reading that existing CBM producers were giving up on further CBM sites once their wells run out of gas in both Australia and the USA , it is good news imho.

We know TG preferred Botswana to Australia for his hat trick of successes. Less red tape , which had increased enormously since Sunshine and Arrow were developed, and higher returns were just two of the factors in that decision. The Pandemic affected both countries badly but Australia was most cautious with their lockdowns so Botswana was a reasonable choice.

BPC may well take over the TX lines , there is sense in having one body in charge of them all , but I don't remember anyone ever thinking they'd own Lesedi etc at any time apart from Bots? He suggested Ian Kharma would nationalise Tlou after his army won the Civil War for him???

Tlou have give away total control of their territory to Kala for 5 years unless Kala fail to beat the returns from the PPA when TLOU can renege on the 5 years agreement until Kala rectify their profits.

I'm sure there will be a non-return valve policy in play that retains energy supplies and only EXTENDED ENERGY sources will affect the hedging concession.

So Kala will keep the flared gas volumes , then BPC will get 0.5-3MW , possibly from Solar phase 2 (5 MW) , then either or both Kala and the PPA (a further 7-9.5 MW making it 10MW) will get additional energy from either Solar or CBM as those two increase with time.

The PPA has a limit of around 25MW to be negotiated piecemeal or in one fell swoop, but Kala have no limitations on the energy they receive from TLOU. The more pieces of kit they install, the merrier, once the gas is flowing or the Solar farm is expanded.

China seem to be forging ahead with CBM , and Kala and Pilot seem to have a future in OZ. I'm not convinced CBM is going to be the major energy source it was hoped to be. The lead time is too long , and problematic, compared to bunging up Solar panels and Propellers in windy areas. Tlou and Kala might reintroduce the idea of truly Green energy that has taken a back seat recently. And then there might be hydrogen with rising sea levels to feed it hopefully? The Maldives and Seychelles could lead the hydrogen charge 😮😮😮 if salt water can be used.

Notread the latest link on my Iphone. But in response to the prsvious post, wtf are you talking about????

Where do I suggest that BPC will fund anything but the cost of the Tx lines that BPC will benefit from?

You told me they’d reimburse the cost of the tx lines.

BPC surely won’t accept inferior quality lines and equipment and where is the incentive for suppliers to put in anything but the cheapest job that works???

I think that was on the ADVFN. board many years ago!

When I talked about Tlou and BPC testing and agreeing the TX were up to scratch (which must be. a given) for BPC to adopt the lines , you saidd. i was talking rubbish. I went on to say that BPC would inflate the unit price of electricity to refund Tlou for their expenditure on the satisfactory tx lines. You asked where I got that idea - and it was from you talking in sumilar fashion to today’s post.

Seka were awarded 90+MW of the 100MW so , as I said, Tlou. are only responsible for 2 or 3 MW rising in time to 10MW and no more!!!!

The Sapp possibilities are cloudy , Tlou have mentioned a grid connection over or near the South African border in the Gabarone direction insteas of Serowe.

I have changed Gas Provider and Electricity dual fuel several times in the UK and they did not replace the gas pipes and electrucity cables so Sapp and BPC are probably able to share distribution channels for electricity too?

BPC accepted the Kala and Tlou plans willingly so I suspect they’d prefer Kala to fund Tlou rather than historical means of funding which was a disaster for several reasons!

Is Botswana broke or able to finance 514 billions of Pula on companies such as Seka????

Morning guys, if you look at how Kala wrk , you'll see they're hell bent on mutual aid.

They fund their partners and the healthy partner agrees to give them priority for 5 years provided Kala can outstrip earnings from the partner's core business. If they fail to match those earnings then Kala rescind their 5 year clause so TLOU in this case can hedge their bets.

The 5 years is compromised if hedging is invoked by Tlou.

I am fairly sure that the rights for Tlou's energy will not allow them access to all 100% of it. They'd be able to turn off existing supplies to Kala in that case. So Kala supplies must be protected and Tlou will only be able to hedge extensions of gas/electricity whilst the Data Centre is less profitable than the PPA profits. There will be a huge element of mutual good will behind these decisions and Kala are being generous to allow this hedging.

Increasing gas or electricity for the PPA has the effect of raising potential resources for the Data Centre. Kala's share of the extra energy may make the Data Centre more profitable than the PPA.

This is why PPA's are bad news for TLOU. Without them, TLOU can choose who get their power supplies. With them, they are legally obliged to supply the PPA first. Hence 10 MW over 2 or 3 MW was not TG's wish!

At the time he wanted to be able to choose BPC or SAPP to receive our additional power supplies!! He never dreamed the choice would include Data Centres and AI that don't require extra TX lines beyond 25MW!!

It may have enabled him to retire imho, going beyond his wildest dreams. But , Colm in April 2024 published this .....

"Kala will supply, operate and maintain the facility and Tlou will provide gas to power the project.

Under the agreement, Kala will provide funding to develop the data centre including costs of drilling gas

wells and infrastructure and equipment installation. This funding will be structured as an interest-free

loan that Tlou will repay from profits generated from the facility. Initially, Tlou will receive 25% of the

profits, while the remaining 75% will go toward repaying Kala’s investment. Once the loan amount has

been fully repaid, project profits will be split equally (50/50) between Tlou and Kala ensuring long-term

shared financial benefits for both parties."

That leaves no doubt that extra wells, and current wells will be funded by Kala.

But how much does 'infrastructure and equipment installation' include of the 5-10% left to do at Xmas?

Kala will not be quibbling over this imho .... they'll want access to #6 production if Tlou are planning to use it.

We'll see how supportive Kala are of the PPA when they decide how to split the gas between them and BPC.

Thanks for taking my ideas seriously MFM - you understood exactly what I believe.

I'm sorry I draw out my posts too much for most of you. That stems from Donkey misquoting everything I say so I try to put things in context to stop him deliberately misleading people.

The quotes from Colm and the response from AI categorically give me grounds to believe what I claim.

I respect Kala's right to protect themselves from being overgenerous with funding. They saw results in 2025 that suggested they cost make money from the data centre. New generators were ordered and they expected results to be as good as 2025. I don't blame them for withholding funding until the new kit confirmed the 2025 results.

That is done, expansion has been agreed to use Solar power for 1 MW trial. Funding is imminent imho but for everything Tlou want or just a proportion for the immediate future? More will be approved in time I am certain! But this is where respect comes in, should they not want to fund everything immediately. It reads like TLOU may want to fund 5MW of Solar to get the PPA started - and they may be willing to use alternative funding if Kala do not agree to make funding available within Tlou timescales. I think they will comply but with staggered release dates subject to Tlou performing well.

1. From an announement/RNS from the partnership - a quote -

"Under the agreement, Kala will provide funding to develop the project, covering costs for Tlou to drill and complete gas wells, infrastructure and equipment installation. This funding will be structured as an interest-free loan that Tlou will repay from profits generated from the Facility. Initially, Tlou will receive 25% of the profits, while the remaining 75% will go toward repaying Kala’s investment. Once the loan amount has been fully repaid, project profits will be split equally (50/50) between Tlou and Kala ensuring long-term shared financial benefits for both parties."

2. From AI , an opinion that echoes mine - why doesn't anyone see the obvious? As for funding statements , I think Tlou do not want to take Kala for granted because the said the spoken word was as binding as a written contract and trust is extremely important to them. Kala are not obliged to cough up unlimited funding and Colm is wise not to act like he expects that at a minutes notice. We had problems with ASX terms & conditions and Doc stepped in to sort it. That funding may behind statements you refer to? We'll soon see.

"GPT-4o mini

Kala promise to fund TLOU's PPA to the grid 2026

Kala has committed to funding TLOU Energy's plans to supply electricity to the grid. This partnership centers around the development of gas-to-power projects and includes a framework for financing that alleviates TLOU's previous funding challenges.

Key Aspects of the Kala and TLOU Partnership

Agreement Details

Funding Structure: Kala has promised to provide interest-free loans to TLOU, ensuring the latter can implement their plans without the burden of high-interest debt.

Electricity Supply: TLOU will generate electricity through its gas production and potentially solar power, contributing to the energy needs of regions like Serowe.

Operational Goals

Generators Installation: The generators for the project have been delivered, and installation is expected to conclude soon, allowing for electricity production to begin in 2026.

Collaboration on Data Centers: Kala plans to develop a data center, sharing profits 50-50 with TLOU, further diversifying TLOU's income streams.

Future Growth Potential

Expansion Plans: Both companies have expressed interest in expanding gas flows and potential future developments, making this partnership strategic for both in reaching broader energy goals.

Support for TLOU's Objectives: The partnership enables TLOU to pursue its original agenda while ensuring financial support that facilitates growth.

The landscape for TLOU appears promising with this collaboration, particularly as it looks to fulfill energy demands and possibly expand its operations in the coming years. "

There is a world of difference between believing something will not ocur and if it does then it is no big deal!

We all know Bots is amongst the conspiracy theorists that thought Civil war coming , Ian Kharma was going to take control and nationalise the CBM under TG's feet but not Sekaname's. And even more stupid, that lockdowns and Covid were based upon a myth and were not mitigating circumstances for Tlou back pedalling to survive the pandemic.

He now imagines I think the number of shares issued does not matter to me.

The idiot has not twigged that I simply believe that the issue is not headed towards his estimates at all.

Primarily , the convertible loans are in the hands of our two biggest shareholders , the Pension Fund and Doc.

And the Gilby family are next in the list - three stalwarts who have kept Tlou alive.

They own somewhere around 50% of the 1.29Bn shares. That figure has survived for over a year because TLOU has a potential funding partner and we shareholders might be spared further placements forever.

Our two creditors can convert their loans at 3.5c and 6c per share if the Tlou board (themselves effectively) agree to it.

Or they can be repaid what Tlou borrowed plus 10% interest.

Taking shares that are worth less than 1c currently for 350% and 600% that price would be madness.

And should the price reach 6c then the Doc would not be able to convert at 3.5c because the average price will be greater and he'd have to take that figure per share less a discount.

They are huge supporters of TLOU and my money is on them taking the cash plus 10% as and when Tlou are able to pay it. So 1.6BN is off the table imho!!!

As to 2BN , now reduced to 1.6BN without the dilution of convertibles, I simply dunno.

Most of you appear to believe TLOU will return to their former selves and beg steal or borrow from funding groups , including us, and the leading shareholders above!!

That will be true if Kala have lied about our partnership agreement and their funding of Tlou's original business plans do not come to fruition!!!!

I may be gullible , but the absence of such funding , interest free , and no repayment schedule from Tlou directly, looks unlikely! It was delayed by a few months while the generators were delayed - but Kala are back on track and if loans were imminent in 2025 , as I'd hoped, then they are imminent now!!!!!

It is a little different because Solar panels are definitely in the critical path earlier than planned. Will Kala pay for them like the generators? And will that cost influence the funding of the TX lines and drilling at Lesedi??

I hope not but if Kala can fund both Solar and the PPA preparation I'll be a happy bunny!! And 2026 was always going to be a great year in my estimation. Why I am the only one asserting this belief amazes me! The chief shareholders know the full story and they are still here.

Over half of 2BN shares with large debts and no way to pay? Nay!

Been to the optician and the left eye does indeed have an operable cataract. I gave them the Eye Hospital reference which was a mystery to the opthalmist and he said he was referring me to a private hospital, at no cost to me, and it would be quicker easier than the NHS.

Next step is a phone call from him.

Cheers Winni, I see the optician today and yesterday I discovered the left eye could read the notice board at the vets. And on the football last night I could see almost as well with the left as the right. Perhaps it was just tired eyes with Olympics and lap top screen on the go for nearly 20 hours a day on some days.

I need new prescription glasses that can read the labels on the bottom shelf at the supermarkets so it wn't be a waste of time. Whether the eye hospital need to pick up where the left off , will determine that.

It is hard to imagine a cataract improving as much as mine over 10 days. But tiredness may allow the cataracts to take control I guess??

Keeping my fingers crossed that Kala are readying the next announcement now they have a data centre unit running. They are where they hoped to be last Autumn except the partnership seem to be agreed on the first 1MW of Solar energy for the data centre extension.

Plans for work on the PPA may also be announced but that might be too much to hope for. We should hear when there will be a decision , weeks rather than months , I hope.

Tlou need to know immediately whether they need to start independent fund raising or not. Doc should have a better idea than us how the cookie will crumble.

Had a fright when the vet never called me 2 hours after her estimated time of midday.

I eventually found the courage to ring them instead and thet said Poopy was fine and eating the breakfast they had prepared for her. I collected her about 20 minutes later.

She was licking the wound so she has a lampshade over her head and is rapidly learning how to negotiate movements around the house. Quite a relief.

Don't understand the scoring. When they are doing their tricks the competitors are expect to reach down and hold the ski at any part of the blade. The longer the hold the better because it demonstrates how much the skier is in control of the trick and it leaves less time to prepare for the landing. The higher you go the more time you have for the grab and landing.

Zoes challengers were achieving up to 3 metres above the course , and gold medallist reached 4m! Zoe was up to 5m! And I think she got 5.3, once but maybe that resulted in her one fall.

The men go higher and were severely punished for missing grabs! Could be the difference between scores of 60 and 90 points. Run 1 Zoe went last and scored 90.5 for lots of grabs, height and difficulty , she led with silver scoring 85.

The favourite Eileen Gu , a Chinese superstar expecting to win 3 golds, fell on run 1 having 2 silvers in her bag.

She took the lead in run 2 with 94 , and Zoe had a fall. No complaints there.

But the second Chinese did not even attempted to grab her skis on several tricks was given 93 pts for it - to me a joke!!!!!!

Never better than Zoe's first run , but she got even more points 93.5 in Run 3 for less grabs and less height - both killers for the men but sfa difference if you are a Chinese woman. They gave Zoe 92.5 and Eileen 94 or 94.5 for run 3 - easily the best two performances. Eileen is beautiful and the 4th richest sportswoman inthe world AT ANY SPORT. Was she better than Zoe? It was close imho.

Zoe sounded happy with bronze , her sister won bronze too at an earlier Olympics, and imho today was a silver.

Thank you, Winni, I see my optician on Tuesday (they have brought forward my appt following cancellation).

On Monday, Poppy goes to the vet for her operation.

My vision is still cloudy in the left eye , but on tonight's MOTD I could read the current score and team names but not the text underneath which was the number of minutes played I think. And I could read the shirt numbers in some games which is an improvement. Fingers crossed it is a cataract that they can treat.

Deja Vu is at play. My wife survived stage iv Ovarian cancer from 2012 to 2018. In February 2018 she fell and broke her hip!!! To repair the hip they had to stop her chemo because it plays havoc with the immune system. When they resumed chemo it failed so she was offered palliative care until she passed in September. She went to the same optician with an eye problem prior to the hip injury, and had a detached retina. She said she could not see very well with one eye, but I am fairly sure she was blind in that one and they could not fix it. She never wanted to be a nuisance to anyone , even medics whose job it was to help people like her. Strange coincidence that we both broke a hip and suffered problems in one eye.

Zoe Atkin goes for gold at 9:35am so my alarm is set. She is extraordinarily talented , bright as a button (Jenson perhaps) and she'll perform on the half pipe. Last day of the Olympic competition could be memorable.

Certainly more fanciful than Kala honouring their funding partnership agreement so Tlou can conclude the 5% of the wrk needed to connect to the grid within a few weeks. Years of preparation to flow gas has been proven viable. Dewatering might need more funds from Kala but Kala want that gas for their data centre so the funding will be there. Limiting the amount of Solar energy will keep the unwanted , but necessary, battery storage costs down. CBM will be 24/7 and Solar less hours varying with the seasons no doubt.

" The Karoo Basin receives an average of about 9 to 13 hours of daylight per day throughout the year, with the longest days occurring in December and the shortest in June. Overall, it averages around 3495 hours of sunlight annually." 8760 hours in 365 days.

Since last Sunday I have been unable to read with my left eye. The eye hospital said I cannot drive to see them necause they'd put drops in both eyes making driving dangerous. They have made an appointment with my optician who told me cataracts were forming in both eyes but were not bad enough to get treatment. So maybe the cloudiness in the left eye is a worsening cataract. Getting older is pain. I haven't used the motorbike since breaking my hip on October 13th. And now the car is at risk it seems.

Double checked that 58k for half a million workers complies.

500000 * 58000

29000000000 looks perfect.

514000000000bwp to gbp is 28,877,236,200.99 Winni.

The definition of a billion as one thousand million (10^9) was influenced by French mathematicians in the 19th century, and this change was adopted in American English. The United Kingdom officially switched to this short scale definition in 1974, although it had been increasingly used since the 1950s.

I was 000 light when 514billion was interpreted as 514 and I had to decide which billion definition was applicable.

I omitted both , clearly, all those zeros are confusing.

So £58k per head is a lot of money for a country that has been broke since synthetic diamonds threatened the real diamond trade. Donkey chooses what to believe to suit his mood.

TG has set Tlou up with the funding deal of the century but is a crook in Donkey's opinion, whilst the new President who has been a lame duck while I praised him, is now credible because Sekaname was mentioned in error in a list.

They are very gifted to be able to extract CBM from the ground having sold their mining equipment. As related by Donkey as few times. Botala bought it I think ( if it is an actual fact and not fiction).

Is the Qatari monies we read about last year perhaps?

Half a million jobs is impressive until you calculate 514billion pula is £29M. Which works out at £58 per head?

The interesting bit for me is the mention of Hydrogen which I hoped would power my next motor bike.

My socks are still in place for some reason?