Member Info for BradSmith

BP and Shell have announced record profits of £5Bn , and an anticipated £25Bn in a quarter.
Global price rises of commodities for companies that are producing them themselves for the same costs as before the rises.

In Botswana, two companies applied for PPA's in the country's quest for 100Mw.
I firmly believe 100MW was chosen because Sekaname said they would only bid if they were guaranteed a sizeable contract.
It seems likely 100Mw was the figure Sekaname had in mind and Botswana wanted competition for TLOU in order to keep the price down!

TG and Tlou, did not want to commit to anywhere near that because 100Mw at a pre-determined price was so unattractive to him when he expected price inflation for many years.
Sekaname wanted all 100Kw (fairly obviously) and were lauded on here for their "economy of scale" and TG was criticised for having too little ambition which I defended! TG wanted to start small and self finance expansions with every increasing profits as the prices were rising.

The incentive to get that gas out of the ground at current prices should be enormous! IF we are committed to price limits for the first 10Mw to BPC , the sooner we are beyond 10Mw the better? But will TLOU want to keep the cost of power for the Botswana public down? And if TLOU stick with current agreed prices will BPC be honourable or profiteer anyway!

The SAPP network across multiple states will presumably pay the international price of power and reopens possibilities there. Perish the thought, I foresee Botswana considering a windfall tax on TLOU if they go for the SAPP option and Hydrogen prices rocket as well?

My WBI tip is up 12% today and Moagi objects to that I assume?

If the subject line was a question, thicko Moagi proves that description yet again!

Hands up anyone who did not spot the connection between WBI and TLOU?

It was so obvious - the whole point of my post - Moagi , are you sitting comfortably?

Not why did I point out that TLOU raised the possibility of "CARBON CREDITS" in their Hydrogen RNS , and why did I mention Tesla and Elon Musk making more profit from "CARBON CREDITS" tha Tesla itself, and why an analyst predicted huge profits to come from WBI because of their "CARBON CREDITS" .

MM, TG , and me have raved about the possibilities for Hydrogen at a bargain price for the TLOU and the Synergen partnership! Both companies are continuing with their core businesses, irrespective of the other company!

SM have a long term future with Pure Hydrogen , but TLOU only need a few Solar panels for a very short term future!
And Pure Hydrogen were complicit in our partnership because it derisks their partnership completely!
A threesome made in heaven?

TLOU want higher gas flows whatever route is the priority , and just need to buy enough panels to power the prototype, or , heaven forbid, could use dirty diesel gennies in the meantime.

"CARBON CREDITS" from Hydrogen production is going to come before "CARBON CREDITS" from CBM power to Serowe imho. Have you spotted the link yet?

Good to see the number of trades exceeding the number of filtered messages on WBI , one day it will happen on TLOU as well?

Big night at Dean Court tonight - a win for Cherries (the sweet ones, not the rugger team) and we'll be in the premier League next season.

I predicted this match was going to be vital ...
RE: This Site 26 Feb 2022 08:09

.......
Forest fans have a May 3rd revised date for their visit to Bournemouth. It was an important fixture during 'Eunice' , but by May 3rd it could be vital to both sides bid for the Premiership.

Woodbois up 14% today and I added them to my portfolio in case I live to 100!
Carbon Credits are payable on the amount of CO2 removed from the atmosphere so it will be a few years before new trees do that significantly. I am expecting to sell WBI at a profit next month and make up my TLOU shares with the money.

That statement should guarantee a rise in the TLOU price I reckon - Murphy's Law?

I was reading that Elon Musk made most of his fortune, not from Tesla direct, but from the bi-product that Tesla gave him?

Oil producers were said to be paying a fortune to buy Carbon Credits from Musk.

If Musk can do it, why can't TLOU , so GREEN HYDROGEN will complement GREEN CBM POWER and is a LONG MUST?
And non-green will deplete our Carbon Credits!

The article was a plug for Woodbois (WBI) which has the capability of producing huge numbers of carbon credits , worth the same as Elon Musk's prices? Frequent trader purchases for May? WBI at 6p to 7p , or TLOU at 1.8p????

TLOU are a bit slow but are going to grow faster than trees - but money might grow on trees if carbon credits apply to newly planted trees or whether they have to mature?

Should have realised TG would not have missed the carbon credits possibilities! Bullet point 3!

"Tlou Energy Regulatory News.
Hydrogen Production Project
Thu, 11th Nov 2021 07:00

RNS Number : 0228S
Tlou Energy Ltd
Hydrogen Production Project

Tlou Energy Limited is focussed on delivering secure, sustainable, and clean power solutions in Botswana and sub-Saharan Africa. At the Lesedi Power Project ("Lesedi") Tlou and hydrogen technology partner Synergen Met are working on combining large, established natural gas reserves with abundant solar energy to produce green hydrogen, thus providing a complementary range of cleaner and greener power generation options.

Key Points:

Ø Green Hydrogen production planned at Lesedi in 2022

Ø Prototype Engineering proceeding to schedule

Ø Net Zero CO2 emissions potential and the possibility to generate Carbon Credits

Ø Synergen Met IPO planned in the coming months

1. Hydrogen and Sodium Cyanide production as stated in the Heads of Agreement

"Synergen Met utilises unique intellectual property in the form of plasma technology to convert methane to hydrogen and potentially valuable solid carbon via a carbon neutral process.
*****>
They have already built a first-generation working prototype developed in conjunction with the University of Queensland that has produced hydrogen and NaCN (Sodium Cyanide) for commercial applications."

Insults about whether SM are designing or building suitable kit , stated in TLOU Quarterly Review, are totally unfounded!

2. The Quarterly RNS goes on to say

"Design work has commenced to modify this unit to produce hydrogen and solid carbon using Tlou's existing gas flows and approvals. The prototype will be constructed and tested in Queensland prior to transport to Tlou's Lesedi Project in 1Q22."

The above suggests to me that the production of HYDROGEN is not an issue BUT processing Solid Carbon is taking longer than expected. So the question is A GREEN HYDROGEN SOLUTION WITH A DELAY BEFORE WE DEMONSTRATE WE HAVE A HYDROGEN BUSINESS? OR READY GREEN GAS , DIRTY DIESEL GENERATORS AND CARBON DIOXIDE INSTEAD OF SOLID CARBON TO PRODUCE BLUE OR GREY HYDROGEN?

Tlou start their Head of Agreement RNS with "As part of advancing the Company's clean energy strategy, Tlou is pleased to announce a binding Heads of Agreement (HOA) with Synergen Met Pty Ltd (Synergen Met)" ,
so it is a bit of a no brainer?

3. Pure hydrogen's agreement with SM on April 8 2021.
https://purehydrogen.com.au/wp-content/uploads/2021/04/2021-04-06-Pure-Joins-with-Synergen-to-Produce-Hydrogen-and-Carbon-Products.pdf

Pure Hydrogen in consultation with SM and TLOU backed off to permit focus to switch to Lesedi BECAUSE IT HAS THE CBM READY AND WAITING (FLARED GAS). Was that sensible for Pure Hydrogen's future?

Well it took all the risk out of their deal! TLOU would be the guinea pigs for SM , and , as I have said many times , TLOU and SM were a marriage made in heaven - both sides doing what they are good at and BOTH SAVING A FORTUNE by using what their partner already has!!!!

SM will have two partners , once they prove themselves at Lesedi, and PURE HYDROGEN will have a proven partner(s)!

4. PURE HYDROGEN DECISION.
https://www.eqmagpro.com/high-costs-to-hamper-green-hydrogen-deployment-in-nordics-analysts/
"High costs to hamper green hydrogen deployment in Nordics – analysts
April 7, 2021 Anand Gupta
Given its high costs and limits to building the additionally required renewables capacity...
Until at least 2039, it would also be more costly than producing hydrogen from fossil fuels, even when including capture and storage of the carbon dioxide emissions this process releases, they added."

5. SM have only had a few months to develop the SOLID CARBON refinement - I can see why TLOU are prepared to wait!

I have been told that someone ridiculed me for thinking TLOU are anxious to avoid paying 3% royalties and a minium of 12.5% to Sekaname which would hve been payable if commercial production was at Selemo rather than Lesedi.

The peak interest rate on mortgages back in the 80's 15.5% upwards was classed as trifling or a stronger word I hear?

Well today I was notified that my current account interest rate was being raised from 0.3% to 0.5% to put 15.5%+ into context! If TLOU ever issue dividends , I hope they are trifling! Unless inflation is extremely serious!

If I trade today (April) it won't settle until May.

Found this on TAX , so I guess April applies!

Is a stock sale reportable based on trade date or settlement date?
In most cases, tax law considers the trade date as the date on which a gain or loss is recognized. If you sell a stock at a gain on December 31, you are responsible for any capital gains tax in the current tax year, even though the trade won't settle until the next year. 21 Jul 2021

Whizzer have you lost the lot as well as the plot? As sure as eggs is eggs - you appear to be cracking up!
Your view that Covid was no more than flu might have caught up with you - face masks on here do not work online so I shall have to filter you!

My DELL has just asked me plug in the charger - I wonder how much of £60 I saved today? - I usually keep my laptops plugged in 24/7 if I am using them! I thought it was an interesting question from the Jeremy Vine show. My phone charger was never turned off but only costs a fraction of penny per day! At least I know setting up a World Cup sweepstake on here would be a waste of time. I ran one at BP , which my late wife won! The dealing room dealers entered half-heartedly - but, after their teams were eliminated , they persuaded me to start another sweepstake on the knock-out matches!

Teams were picked out of a hat , 4 of them! Each nation was put into one of 4 groups based on bookie odds offered on them winning.
I awarded points for goals scored , wins and draws and that total was weighted by the groups weighting factor!
1 for the favourite teams , 2 for fancied nations not awarded 1 , 4 for outsiders , and 10 for no-hopers!

It was expected no-hopers would drop out after the qualifying round so not many 10's would last long Everybody drew one team from each of the weighting groups! Amazingly Liz won the money because she had Morocco and Mexico in the factor 10 and 4 groups from memory. Penalty shootiouts counted as goals to add to the volatility of the competition!

I published the league tables the day after matches were played and before the competition started so people could see it was all above board! I was embarrassed Liz won but there was no way to fiddle it and nobody suggested I did.

4 groups of 8 teams give 8 x 8 x 8 x 8 combinations so potentially 4096 entries!

WOW machine cut out - battery flat !!!! Plugeed it in and this post popped up!
I love this DELL!

nasir - courtesy of a post from MM - https://twitter.com/TlouEnergy/status/1505463394404605952
from last month, shows some movement and work resuming. The RNS this week tells us that what the tweet hoped for has been achieved. To move into the field development you enquire about will take the rehiring of heavy duty drilling equipment to produce lateral wells. I believe it is cost effective to drill vertical shafts with our own kit and to bring in the expensive heavy gear to complete lateral wells. TG bought our drill because paying for hired gear which is not fully operational (as experienced elsewhere) is a huge waste of funds! The pandemic shows me how fortunate we are to have him at the helm.

Could not remember where I saw the tweeted photo and looking for it on the TLOU site , I found a podcast about Hydrogen and Carbon from Tony, and another from Colm on CBM post-dating the Hydrogen one.

https://tlouenergy.com/media-presentations/
shows a podcast dated Aug 3rd 2021 revealing the potential of Hydrogen and Carbon, according to TG! It also confirms that gas has been flaring through #3 shutdown to the amazement of somebody on here. Progress did not live up to expectations with no working prototype in 2021 so therefore no Q1 delivery as you'd expect. The original schedule looked too good to be true and so it has proved. One year to build a new Hydrogen business from scratch? Really? But TG could only react to what SM tell him! If it takes 18 months it still is sensational imho!
And the option prices might still be superceded in time.

It Ronnie O'Sullivan time on TV!!!

https://www.bizjournals.com/portland/stories/2000/04/10/smallb4.html

The answer is contained in this string "xyzmnopadcbghijklmno"
I always turn off the microwave but I am guilty of the other 3 which I will have to address.

Judd Trump apparently sentweeted someone with "somehow I have caught up in the finals of the Seniors World Championships". Ronnie, Mark and John are all 40+

What would each of these cost if plugged in and left switched on for a whole year.

1. Mobile phone charger with no phone attached.
2. Laptop charger with no laptop attached.
3. A TV in standby mode.
4. A microwave in standby mode i.e. timer is lit.

The results in ascending order are
a £1.27p
b £8
c £12
d £60
but which goes with which?

Whizzer, there are clues in that RNS as to where we are going during 2022 and MM's excitement and mine look to be spot on when it comes to Hydrogen and Carbon.

Where is the evidence , I hear people say?

1. CBM is planned for around 15 months on, but 2023 is realistic - so the core business needs little more explanation? Our long term future is ticking along and is under control.

2. What else? From the RNS ...
a. " The Company is also upgrading its operations camp including construction of vehicle workshop, inventory storage facilities etc".
Vehicles? What are they needed for? Gas from pipes , electricity from wires!
Storage and Inventory? CBM cylinders? Batteries?
I don't think so for a nanosecond!!!!

b. "Tlou and SM intend to use the hydrogen produced from the prototype to generate electricity and possibly as transport fuel. "
There are those vehicles again , to transport what?

c. "Solid carbon will be made available for regional consumers that require the product. "
Eureka! That is what they will be (i) storing and (ii) keeping inventory of i.e. CARBON stocks plus HYDROGEN CYLINDERS

d. "World markets for hydrogen and solid carbon black or graphite are predicted to expand considerably over the short and medium term. SM considers that their process meets the definition of green hydrogen production via their plasma torch gas pyrolysis design. "
QED!!!!!!!

You might think it was a naff RNS but read it again!

Who will bet against TLOU BEING COMMITTED TO HYDROGEN AND CARBON with a fleet of vehicles to deliver the Carbon in the short term , but maybe HYDROGEN too at some stage????

As for SM , the date of the IPO gave me hope that good news was imminent BUT IT MIGHT HAVE BEEN ON WASTE DISPOSAL! The TLOU RNS suggests , between the lines , that their Hydrogen /Carbon side is going to feature soon.

The clues are there IMHO! Drop the H! 2022 is going to be an explosive year once SM are happy to release their state of the union! Hang on to your hats - a Hydrogen bombshell is about to be announced.

MM , please comment if you think I am making too much of this. I welcome constructive criticism - it is the only way to learn! The only bit I can remember from this site was from Appiama when he realised I had missed the fact that there was a PPA for 2MW issued months before!

https://drive.google.com/file/d/19CGljSIhSHmD_SfoRNmxkpWArNUOHg0o/view

Since I applied the Windows change to that top item , all my ridiculous typos have disappeared apart from genuine ones.
I now understand why I was getting some words duplicated out of position , and why 'it' became "is", and why obvious words went missing.

As I have said before, I cannot touch type and tilt my laptop to see the keys which makes viewing the screen difficult or impossible at times. The poxy little panel LSE defaults to means the errors are scrolled off screen before I get the chance to see them.

Resizing the box to proof read is a pain (scroll up to make room, and then drag the corner of the box to the size you want) so I often don't bother! And conversely , Windows suggests a word on the screen but requires a "tab" to accept it!
If I don't realise I did not type it myself, when I tilt the keyboard and continue typing , i.e. no tab key, the suggested word is rejected/removed!

I remember chukkers , years ago, suggesting that I might be accidentally touching the "touch pad" (I use a mouse) when tilting the machine - something he experienced for himself , and it seemed a good answer as to how text was appearing in random positions.

The real problem is typing in bed , lying on my back , so I need to tilt the keyboard to see it. But I don't have a reason to get out of a warm bed in the mornings. If it were not for Poppy's breakfast and to let her into the garden in case she needs to relieve herself (she virtually never does) I might never get up! Dog walks are essential too - I think she is my life tbh!

Mariupol almost take away my desire to live , so deflating! And Putin says there is no military operation at the steel-works! He might believe that if his army are liars like Moagi! And what is going on in Moldova.

I cannot think of a poster that experiences my typing problem here, but it has taken years to find a solution! I am going to replace highlight misspellings (which I probably do not see) with auto-correct and see how I get on with some deliberate typo errors.

Aljazeera featured a documentary on the dangers of Russia losing permafrost featuring the Zimov family.
I was rivetted to it and high;y recommend it (if it can be found) ..... an amazing family.
For an idea of the subject matter ..
https://www.oxfordclimatesociety.com/blog/pleistocene-park-rewilding-for-planet-protection

Good - shareprice should rise after numerous buys?
Bad - shareprice should fall after numerous sells?
Reality - TLOU confirm everything that shareholders expected so they are HOLDING!!!
- The morons who think otherwise either have no shares to sell , or the money to spend? Because they are morons!

I am going to take the good advice given by some decent posters on here. I will trust that the true shareholders will know which posts are from trolls and give up trying to warn potential new shareholders of those trolls!
I will continue buying my £300 pm worth to keep frequent trader status which avoid custodial fees and thank the trolls for driving away new investors who are the ones who will improve the sp for the rest of us.

Whizzer's never ending abuse of the board will put newcomers off if it goes unanswered - people will think we all agree with him! TLOU will turn things round once they have an income , until then I'll pick up around 15000 cheap shares each month and say "what a good boy am I" whilst sitting on the fence in the corner!

Why does nobody shoot down Maogi on here?
Everything he says is tripe!

e.g. Does he think we do not have a toilet facility for our workers and somewhere to store stealable equipment and a place to prepare/consume food - a kitchen?
The Company is also upgrading its operations camp including construction of vehicle workshops, inventory storage facilities, office, and accommodation units.

Hardly rocket science!!!!!!

As for SM, I suspect their design was for Hydrogen production - full stop!
They are aiming for Green Hydrogen and solid Carbon bi-products from CBM and solar energy.
I doubt severely the two are 100% compatible so both design and production changes are a given.

" In advance of shipment the plasma torch will be tested and configured to optimise hydrogen and solid carbon production." will impinge on both the design and production bumf. I expect they have several different plasma torch designs to be classed as "a specialist in plasma torch and pyrolysis technology".

Moagi , can you name one aspect of TLOU's business that you agree with?

Moagi #3 is producing more gas than it was before shutdown!!!

#4 was almost bound to because it had been turned down deliberately.

How on earth do you conclude the tripe you spout???

Misinformation abounds!

It should be common knowledge that #3 was shut off during Covid.
#3 and #4 were incompatible on the dewatering front, #4 was more efficient , and it was saving money for the unknown duration of lockdown!!!!

#4 was turned down to reduce the coal finings building and blocking the channels for the water and gas.
TG did indeed bring Covid measures within budget foras long as necessary - and should be commended on his actions.

#4 has been active throughout and the work mentioned in the RNS has turned it up to the previous levels (or greater) than the pre-Covid settings!

TLOU have kept us fully informed of all of this IF YOU ARE BRIGHT ENOUGH TO UNDERSTAND THEM!!!!!!
And there lies the problem in certain quarters!

As fo Crypto , what do we suppose happened there?

1. Having agreed to provide our gas flare to SM, do we believe we would search for and approach an unknown and possbly only a potential Crypto miner to compromise the SM partnership?????

2. or is it more likely than someone in Botswana saw what is happening around the world with gas flares and Crypto miners! He also knew TLOU were flaring gas and have done so for a few years! And how much of a stretch is it that two and to make four , and he approached TLOU regarding the flare?

3. Are TLOU going to tell him they are not interested during a dormant period due to lockdown , with an unclear future?

4. It seems pretty obvious that it was a short discussion - TLOU know they can provide gas - it is the Crypto who has to decide if our expectations match their requirement IFF SM HYDROGEN PROJECT DOES NOT TAKE FIRST REFUSAL ON THE GAS.

Sarcasm is the lowest form of wit! We have the lowest form of wit contradicting the straightforward news fed to us by TLOU! We are wasting gas in a flare and MOAGI has never been right in his sorry life!

LSE are quite good - they remember previously filtered poster so "w" was enough to filter whizzer.