Member Info for BradSmith

Having spent a day or two pondering TLOU's options , I think I have come up with a solution what will keep SM happy , will make use of poles/wires sooner rather than later, and brings in an income before 2023 i.e. prior to planned CBM power?

I never thought I'd say this, because I have never been much of a Solar fan. My objections wilted once Hydrogen became a made it an essential element in the formation of a Green Hydrogen partnership.

Poles and WIres have been established as a priority - which keeps the majority of shareholders happy.
Next priority, is to start on large scale Solar Panels. This creates a purpose for the poles/wires , and could be ready before the poles if they are available in this Covid ridden world?

Should Hydrogen production stall or die - TLOU will be on course in their mission to produce power for the grid.

BUT if Hydrogen succeeds, we'll need some of the Solar power as a fuel source , but I envisage us producing enough electricity during the day to support Solar's dual purpose, power to Serowe and for local Hydrogen production/ storage.

At night when Solar has dried up util day-break, Hydrogen production will cease along with Serowe power unless we have batteries or other storage capability. BUT we will have Hydrogen fuel to generate alternative power , which could provide 24/7 electricity fo Serowe?

Even BPC will have a reason to be happy , the partnership will have an extended testing period, and TLOU will be free to drill new pods/wells to boost the Solar/Hydrogen power production (instead of Solar boosting CBM). Whether we'd use Lesedi or start afresh at Mamba (reversing the plans for the partnership) I dunno. Will Mamba follow dewatering at Selemo or Lesedi?

This is based on the assumption that extending the flared gas is too difficult whilst SM are setting up, and they'll need access to that area to do their stuff?

I don't recall this scheme being mentioned before, but it looks like a way to circumnavigate TG's dilemma as to how keep everyone happy in a miserable world? Please feel free to disagree , I am as interested as the next man , where it breaks down. My attitude on here is not my norm - but I want to see where there is a problem rather than being told I'm simply delusional or worse , without a single sensible objection and reasons to reject my logic. Chat is the to and fro on ideas imho.

So many St Nicks out there to nick shares from.
Got more than my monthly £300 trades for £250 just now.

I was hoping Paypal would allow me 4 months interest fee but it was too much to hope for.
I consider myself to be lucky to be able to use credit cards which comes out to a couple of months free (if you pay it off monthly).

I have been anticipating a Whizzer post to end all his posts - and I'd find it impossible to criticise him.
Good on you, Whizzer , we don't need anyone to point out today's price and the obvious sentiment behind it.

The Chukkers has judged this share beautifully. He can buy back in at a totally bargain price!

Crypto, Orapa , and CBM power are not going to catch him out - plenty of warning and slow increases imho!
Solar could be achieved more quickly but I think TLOU cannot exactly take us by surprise without going behind our backs, something I hope is impossible for many reasons!

His danger, and my hopes , and I suspect TLOU's ace in the pack , lies with SM. We need them to announce an extreme positive or an extreme negative from Brisbane.

TLOU will then be able to push on with more pods for CBM power, or with preparation for flared gas and some solar panels for SM's move to Lesedi! The latter is the only way the option price can be reached.

If SM keep us waiting , and TLOU tolerate it , I might turn into the new Whizzer!

I agree with Winni , no way is TLOU a lifestyle company , I believe they are doing their best for everyone but are hamstrung by SM partnership on top of the other delays. TG will have to resolve this very soon or the options, and new cash for TLOU , are out of the window. I cannot hold my options in my ISA so I have to support two accounts to keep the options!
Two custodial fees have to avoided , and I am sorely tempted to close the nominee account , forego my options, and find the options money now to buy below 2p - unbelievable price - but will I live long enoughto see TLOU come good?

Sorry about the typos - The Ice Dance was on the TV and all those beautiful women , despite their large noses, which seem to be a prerequisite, was very distracting! Our couple were amazing and only finished 10th!

I don't believe Tlou and Crypto are a short term business in the offing, purely from our point of view.
But I see a damned sight more potential in it than the last poster who, as usual, is more interested in discussing our damned site , from his cpu runing on one worn-out AA battery?

All those problems he lists do not fit the article!

There is not a chance then he know what a crypto mine is from the look of it.
He totally misses the point about the horse coming to the water , no matter how remote it is!

There is no need for huge infrastructures those blooming great trailers contain pools of processors doing random number crunching in an attempt to find a sequence of characters that are deemed acceptable as one item (or block) for a much larger blockchain. If they need a communications link, one of my failed investments (I have over 50k invested with little chance of a return) can beam signals back and forth from Lesedi or Mamba to anywhere in the world! Avanti comminication is the name!

But just look at the link cris sent!

It has taken 4 years from being laughed at to 140 sites!!!!!!!

"But Ortolf has taken years to convince people that parking a trailer full of ASICs on an oil and gas field is a smart and financially sound idea.

“In 2018, I got laughed out of the room when I talked about mining bitcoin on flared gas,” said Ortolf. “The concept of bringing hydrocarbons to market without a counterparty was laughable.”

Fast forward four years, and business at Upstream is booming. It now works with 140 bitcoin mines across North America.

“This is the best gift the oil and gas industry could’ve gotten,” said Ortolf. “They were leaving a lot of hydrocarbons on the table, but now, they’re no longer limited by geography to sell energy.”!

Cris's link says to me Crypto is a non-starter if Africans have the same mindset as those featured!

It clearly states they are mopping up unwanted flares because they want cheap energy.
Why would we want to sell it cheap? The power shortages in Africa and higher prices than in Australia are our raison d'etre. So I reckon TG gave them short shrift if that was their intent.

However, Africa's shortage of power may be more important than the price so they'll pay full market rate.
It is reassuring that TG is unlikely to do something stupid imho.

I know some of you think TG is looking to exit stage left a.s.a.p. but , we all know, only if the price is right.
IMHO, it may have been likely 6 years ago, with everything looking to be going smoothly and TG being 6 years younger! He possibly had time to start another business up before he retired if he wanted to.

With us still needing more time to get the right price, in 2022 , I reckon he'll retire if or when he exits TLOU. His plan was always to keep dilution to a minimum by re-cycling profits into the business hence 2MW, 10MW and further expansions! That also ensured the price of our gas/electricity would reflect the market rate at the time. That is a long term plan in my book, one he was prepared for from the start.

In the meantime, diversification into Solar, Hydrogen , Gas pipelines to a Diamond and Crypto mines has looked possible or probable , depending on which one you consider, and who you are?

How exciting is that? As soon as one is ripe for a sell off, another one might start bearing fruit, and then another. By the time Crypto is all that is left, he could be a binary currency billionaire buying gas for his own crypto mine :O) I jest! But it looks like an entrepreneure's dream to me!

The prospects for the SM/TLOU partnership look so exciting - a new industry - all sorts of applications for the gas and carbon - what a swan song to anyone's business career?

He got his degree in 1984 which puts his aged at around 60 if did not do it as a mature student.
5 or 10 more years could be enough to see TLOU established as multi-purpose power producer.

Bournemouth lost a point at Luton in the 7th minute of 6 mimutes added time back in January .
Revenge was sweet at Blackpool today with us 1-0 down at 86 minutes , getting a point in that 86th minute, and then another 2 points in the 5th minute of 5 added minutes. Karma lives!

Given we have a huge resource underground which is effectively free once the infrastructure is in place , and gas and electricity prices are doubling currently, the prospects look brilliant.

We have enough gas for 30 or 40 years and before the power prices increased we expected £10M a year from 10MW. Solar electricity is also free for up to 25 years before the panels need replacing. We await news of Hydrogen production and prices. Will SM maintain the kit as their responsibility forever? I reckon so because the gas and solar power they need will be worth more with time and TLOU would not have to share those profits from the grid with SM.

Surely TLOU will achieve 100MW once dewatering completes so £100M p.a. at historical prices, and from there 200MW, 300Mw in a few years (perhaps).

The assets in the ground are increasing in value whether we use it for those extra MW or not!

We reached 17p on speculation of 2MW or 10MW going live within a couple of years.
In two years , with CBM power and Solar potentially up to 20MW max (is it?) , and maybe a Hydrogen / Carbon industry not needing further poles/wires , and the asset values in the ground , I'll be disapointed if Moagi does not break even.

Thornback? Was that you looking in my window the other night? Poppy would have barked at you? If you'd gone down the garden you'd have found Moagi building a sett, den, lair or whatever it is being constructed in the bank. I still haven't seen the animal and hope it is a badger. Liz used to put bird seed out on a metal tray on the brick built bbq and early one morning she saw a badger on it eating the bird seed? That was long ago but this might be his/her grandson/daughter. It could be a fox but , hopefully , the holes look too big for rats.

Went tp Dean Court for an U23 game v Saints 7pm k.o. 5 degrees going , 3 degrees coming home at half time. Did not recognise any of the players and after a bright 5 minutes start Cherries were gradually pushed further and further back until the half ended with 21 players in our half! Saints were 1-0 up and looked destined to thrash us. Should not have gone but £3 admission was too good when I bought the tickets weeks ago. I expected some of the young reserves to be playing but with a visit to Blackpool today, I guess they are oop north.

I see that Saint scored in the 36th and 55th minutes , but Cherries , amazingly , came back in the 81st and 84th minutes to draw. No pre-match music or announcements, and the teams with no names on their shirts made a programme essential. I never saw one on sale.

We live and learn.

Blue chip shares where the number of trades daily is massive , as is the quantity of each trade from institutions and professional investors is a resounding NO.

But TOU on ASX , and TLOU on LSE are not part of that elite group and with a handful of trades daily (or none at all) every trade is significant.

I have demonstrated that I could manipulate the spread on ASX after I discovered the common
safety mechanism operated by IG , and other brokers , no doubt.

The have a +/- 10% margin at each end of the spread for trades to be accepted!

I was lucky when I forgot ASX work in units of a AUD and tried to buy at say 5c and entered my limit as 5

It rejected it with this style of error!
https://drive.google.com/file/d/1uoqclCeNNcTqMl4f0uUrnm1NK1UbSQUg/view?usp=sharing

I have just entered a sell at 0.018 which would be 1.8p if the price unit was in £ but 0.018p is way below 90% of 1.999p

Withe the spread of 1.999p to 2.11p the 10% is so small.

1.7791p to 2.321 p is the actual spread for brokers with 10% thresholds.

npwharf I ticked your post. I am not alone on here - many of us wonder what has and still motivates him to post here - and I don't think is much doubt now? TheKenner posts provide that.

He is filtered other than on the app I am working on. It is now in a state to filter him there too.

Roll on moagi's break even price - most , if not all , of us will be in pocket and he will be level!

All is clear! TheKenner/Donks/mrmoagi bears a grudge against everyone who "ramps" TLOU , no matter how little they support TG - they are all rampers!

Why? Because he believed them year ago and bought in somewhere around the peak price!

And , with his average in double figures , he held as the price dropped to 9p.

His hatred of rampers, was then overtaken by TG , when TG sold discounted shares on ASX and reduced the sp , as always, one of my personal gripes, dropped to the 6p's!

16p to 6p all because of rampers and TG ???????

I think I have sussed his motives greed and then disappointment and that infernal belief he himself is the perfect human , incapable of being wrong in his own tiny world!!!! All ramps and all TG statements remind him of his gigantic 16p to 6p decline. He feels stupid, as some of us do , I dropped from 8p to 2p but my average has reduced with all my tuppenny halfpenny buys that moagi smiles at. Keeping the faith in TG has been easy for me!

And TG squared the circle when the poles and wires funds were raised exclusively in the UK at discounted prices. That caused my gripe , the share price should not have dropped from 5p to 3p and then even lower! The fund raisers were not offered options which promised us a certain profit if the price remained at 5p so the discount was fair!

https://drive.google.com/file/d/1Cyq4yya0s3_YuJk3q02gjcD98rvQd5nf/view?usp=sharing
the other two posts that appeared follow, look at the price! tidd83 is moagis favourite , but zippy has stayed the course unlike tidd.
https://drive.google.com/file/d/1GtYW7NTmoJCPEpsCTBlkgr5wwIk6nn5a/view?usp=sharing

Testing my search app, I tried "the Kenner" and to my total amazement , despite him being banned his history exists.

He was posting on TLOU to the bitter end but LOOK AT THE SP ON HIS FINAL POST!!!!!
I was joking when I said he bought at the peak ....... but many a true word is spoken in jest!

And it looks as if someone called him a liar back in 2018!!!

https://drive.google.com/file/d/1hEFVhAG-55sC8tWQz2MNtY2PmMCNfAbD/view?usp=sharing

"If it is 100km to Serowe, how far is it to Orapa."

Zero ! The distance from your ******** to your brain, or how many brain cells you have?
WTF does that question mean? Apart from "Moagi/Donk/TheKenner are all equally stupid!".

Did the fooking clown explain why he wanted to know the distance to Orapa?
Or is TLOU business off topic for the clown as usual? He never discusses anything with anybody. Total moron!

TB, it was not long ago that we thought the price would rise with a PPA, and then Funding, and then TL getting started. I always thought those three were NOTHING until the gas flows looked like improving to commercial levels. i.e. dewatering close to completed.

Hydrogen just needed Solar panels which looked dead simple to me on timescales!

Selemo was easier to dewater than Lesedi but involved a pod/well to help the first one.
Lesedi needs extra drills to help with dewatering , but SM installation in parallel with expansions looks problematic to say the least.

As a compromise , we might give SM more time in Brisbane , so we can crack on on with more pods/wells whilst the TL are built. That is in the budget , but TG has his budgets under control come what may , imho.

If SM come up with the goods , we'd have to open up Mamba to SM , and build a Solar farm.
OR , and this has never been mentioned except par moi , give them Selemo for the prototype and use diesel or Lesedi electricity for site electricity instead.

If TG is ageing as fast as I am , he may well be looking to sell rather than run a successful company. When I first invested I was expecting to see dividends before my time is up.
The chances are looking slimmer with every RNS on that.

Hi Thornback, we will have to agree to disagree.
But before you go, in Columbo speak, I have a problem!
We only have a small amount of gas , enough to produce a trickle along the TL , OR enough for SM to test their prototype but only if they get to that stage.

My faith in TG who has committed TLOU to a partnership with SM, will wain if he dumps SM purely to adhere to plans made before SM offered , imho , such a good deal?

He had an alternative to consider.
i.e. An EGM asking shareholders whether they agreed to a partnership with SM on the terms we have, or ,
whether we pursue our TL and CBM power production commitment , so our sole resource - a limited gas flow - is unavailable for anything else. Eggs in one basket in other words.

To my mind, TG took the middle course, gaving SM time to prove their claims , delaying the TL start date by that time.

For all we know, TLOU/SM may have a market for the Hydrogen. Pure Hydrogen might benefit from SM having a gas supply and solar energy so soon? They have or had plans to work with SM. TLOU may just be proving all the possibilities in preparation to sell out , if that is the aim as some suggest. Would TG break TLOU into 3 companies , Hydrogen , Gas and Electricity and sell them independently? Pure Hydrogen , Orapa or Cryptos , and BPC are all in the frame with BPC signed up for electricity already!!

It was wooly for the reasons I gave.
The shearing will accompany SM news.

Where is the mystery?

It seems very clear that TLOU are giving SM and the Hydrogen/Carbon partnership every chance to blossom or fail.

If they succeed the flared gas in unavailable for CBM power to Serowe , or for Crypto , until SM move to Mamba for the new Hydrogen business!

If they fail, it will be all systems GO with CBM to Serowe!
We ALL await to WHICH and WHEN for our future.

We wrote off a few months or quarters to do this, and TLOU have stepped back rather than pressurise SM to do things yesterday as some shareholders would want?

Whether that period has delayed the dewatering and improved gas flows is a guess.
If gas is going well, it favours BOTH the Hydrogen and the CBM power businesses.

Again, what reaction would shareholders have????
Some will say dump Hydrogen and stick with the original plans!
Others, well MM and me , perhaps, would want SM to benefit from the extra gas and produce better results to what they anticipated a few weeks ago.

SM have slipped on their original plans of a working prototype in 2021 - the mystery is how long they will take to announce they are in business or back to the drawing board!

TLOU know all about delays - and the rewards for a successful Hydrogen business for so little input are simply too good to throw the chance away!

IMHO, we are in the blocks for 2022, we just need to know whether we are chasing one project, CBM power , or two , which will require Solar power for SM to be added.

Cost conscious TLOU will be loath to hire expensive drilling equipment that is not ready to use. We don't even know if we need to make a start on Mamba yet. SM are the key to everything. I can see us hiring two drills one each at Lesedi and Mamba , or one for Lesedi alone, with SM success or failure.

Ideally, two drills at Lesedi if that is practical? Merging pods/wells? Easy or not?

https://drive.google.com/file/d/1vtfXHCRJum7-f89FZQGeyUHj76DrMB04/view?usp=sharing

Got it from the diagram above
https://www.energyvoice.com/oilandgas/africa/135514/tlou-gets-extension-three-botswana-licences/

I never give up, a strength but also a weakness @ freelance contractor's rates?

What is abundantly clear is the advantage of mining Mamba for Orapa.
If the scale of the map applies to our site (which I severely doubt) it would be shorter than Lesedi to Serowe. There is a Base camp to Mamba saving on 149Km (92.5m) but , even so , it does not appeal unless Orapa build the pipeline for themselves.

You have an idea of the distance now Moagi. TG said there were very few obstructions to Serowe , but is that also true on the shortest route to Orapa?