Member Info for BradSmith

Small fry, you have touched on a touchy subject for the poster who had difficulties a while back with Tlou's choice of well.
He questioned the extra cost of creating lateral wells and whether we should use vertical wells instead. That has been put to bed (I hope) with the article I posted about lateral wells being ecomic at depths of 400m and more.

The pig's heart has historically only had to pump blood horizontally in the pig.
Homo sapiens are vertical, so will a pig's heart be up to the task of pumping blood vertically?

Play put the tail on the donkey with this
https://thumbs.dreamstime.com/z/evolution-man-29390099.jpg

Extracting gas horizontally only needs a pig's heart. Fewer vertical wells reduces the number of human hearts needed :O)
Whizzer, do you really believe the fund raise was done with the board knowing poles/wires were ot going to be plated immediately? Surely not!
It would be interesting to know if the few shareholders who supplied that 2.6M were asked for their views on whether Hydrogen was a worthwhile diversion for a few months? I'll be amazed if any of them opposed the chance of a lifetime!

And did they go further, and agree to their money being used on Solar for Hydrogen?

The most likely conclusion is they were happy to put the poles on hold pending news from SM in Brisbane?
Should TLOU have issued an RNS to what actually happened?
It would have contained an ultimatum for the period we are prepared to wait!!!!!
And what happens at that date if SM say they need an extra week or two?????

Maybe Tlou should be passing on news of the progress being made in Brisbane or is that non-PC?
SM may be unaware of the common view on here - producing a prototype in a few months probably sounds to to them as it does to me and MM - sodding good news for a fledgling partnership! Are people here really as blind as they appear to be?

TLOU are not bigging up the Hydrogen because it not a certain success in 2022 , but it is obvious they are hoping SM can live up to expectations. The great thing is CBM is still alive and kicking irrespective of what results from the partnership.

If it succeeds it may well help fund CBM in the future. If it fails , poles and wires might be a few months later than they could have been? I fail to see why that is the end of the earth!

Mfm, Imho it seems extremely obvious that TLOU are stalling . The alternative is to shaft SM!!!
We are committed to CBM power long term so we won’t be dumping that.

Put yourself in Tony’s shoes.

The partnership with SM is a done deal.
Why would he scupper it within months when the circumstances have not changed?

His reputation would be shot!

That is what is being advocated by resuming full scale Lesedi dewatering NOW. We are very much committed to CBM electricity and poles/wires etc and the money raised will ultimately be used there (and some!).

SM have not had long but they seemed to imply the prototype to take long - delivery in 2022 sounded like a formality on the technical side.

That declaration will make the way forward fairly obvious. The biggest problem for the board lies with how long SM keep mum - and when TLOU will have to postpone our part in the partnership!!!

Hydrogen would then become a long term possibility rather than the key to our immediate future.

So we await news from Brisbane. From there we’ll be spending on Solar Panels or on CBM power.

Once we have operational CBM, Lesedi will be dedicated to it If Lesedi can produce local site power then maybe SM could set up at Selemo instead. Royalties would not be payable on Solar power and the income from Hydrogen and Carbon will hopefully cover the 12% on the gas used.
We’d offset the current royalty due on Selemo power if indeed we are liable currently?

On the maths, if I am 100% on a subject it does not make it a certainty for everyone else, does it?

I am certain and I don’t think many shareholders think TG lied about why he was raising funds!
I don’t know how many % of our shares are held by Whizzer and mrmoagi and how many others who are not 100% behind TG. But I think you were tongue in cheek mfm :0)

Mfm, Imho it seems extremely obvious that TLOU are stalling . The alternative is to shaft SM!!!
We are committed to CBM power long term so we won’t be dumping that.

Put yourself in Tony’s shoes.

The partnership with SM is a done deal.
Why would he scupper it within months when the circumstances have not changed?

His reputation would be shot!

That is what is being advocated by resuming full scale Lesedi dewatering NOW. We are very much committed to CBM electricity and poles/wires etc and the money raised will ultimately be used there (and some!).

SM have not had long but they seemed to imply the prototype to take long - delivery in 2022 sounded like a formality on the technical side.

That declaration will make the way forward fairly obvious. The biggest problem for the board lies with how long SM keep mum - and when TLOU will have to postpone our part in the partnership!!!

Hydrogen would then become a long term possibility rather than the key to our immediate future.

So we await news from Brisbane. From there we’ll be spending on Solar Panels or on CBM power.

Once we have operational CBM, Lesedi will be dedicated to it If Lesedi can produce local site power then maybe SM could set up at Selemo instead. Royalties would not be payable on Solar power and the income from Hydrogen and Carbon will hopefully cover the 12% on the gas used.
We’d offset the current royalty due on Selemo power if indeed we are liable currently?

On the maths, if I am 100% on a subject it does not make it a certainty for everyone else, does it?

I am certain and I don’t think many shareholders think TG lied about why he was raising funds!
I don’t know how many % of our shares are held by Whizzer and mrmoagi and how many others who are not 100% behind TG. But I think you were tongue in cheek mfm :0)

C*t (of Monte Christo) , of course I believe it - that is quite easy to do if you are honest.

You've never experienced the feeling I suspect.

Which bit will prove me wrong , brains , the bit in the right cell of your head, or the left one?
Perhaps you can answer on ADVFN because I think I'll copy my post over there! Well done you!
And that will save folks here having to read more than a handful of posts.

See you over there , C*t , if I get around to reading that site. But anything to get you away from here with all your green posts.

Whizzer, in December of 2020 , the BOD started the tendering process for poles and wires , and proposed raising 2.6M in good faith in Q1 of 2021 and the cash was forth-coming from UK investors. They got a preferential price to compensate them for not getting any options for the those shares , and for the speed , perhaps!

It was bad news for the price because 5p reduced to their 3.5p price , and less thereafter!!!!

The tenders were awarded for poles and wires so all on course for pole, wires, and, potentially extra wells, to improve dewatering. All of this is fact , documented in various RNS.

What has interrupted that plan?????? To some of us , but not all clearly , the partnership with SM with some interaction with Pure Hydrogen came out of the blue. The timings are not easy to prove, so there is a 1% chance the 2.6M was raised in the knowledge that it was not going to happen as planned. IMHO it is 99.999% certain the BOD was intent on spending the money as planned.

Precious few of us, commented on the brilliant prospects of using the flared gas with a Hydrogen prototype to start earning cash in 2022 at not much more zero expense for TLOU! SM require electricity as well as the gas , and TLOU are responsible for the supply of that. Bringing in Solar electricity classifies the Hydrogen as GREEN, and is in future plans, so the timetable for Solar would simply need to be fragmented to introduce enough panels for SM a bit earlier, and funds will need to be found!

To clear the way for SM , work will be necessary on both the gas and electricity supplies, so adding wells locally (for dewatering) might not be helpful?

We await news from Brisbane on SM's progress with the prototype before we know what to do at Lesedi!!!!!
Is that too difficult to comprehend???

My gardening is on hold until the Autumn, that was clearly too difficult for some to understand it seems! Time .... it features everywhere!

Just seen DTE post, HNY DTE, taking his post further, I want to ask Whizzer what price he would accept for his whole shareholding?

Having decided upon his price, I'd then ask him what difference it makes to him if the price is lower? If he won't sell, does it matter what the price is whilst it is below his selling target? That is why the price is immaterial. We will all have different selling prices, and I assume they are all above todays price.

My gardening is not dissimilar to my share trading after this response from the Heather expert.

"Thank you for your email and pictures of the bank.
My suggestion would be to leave planting until the Autumn and utilise this period to control emerging weed growth prior to planting. Heathers do not cope to well with competition from other plants/weeds and allowing for the steep incline control at this stage with a spray weedkiller containing Glyphosate that can be purchased from Garden Centres applied approx 6 week intervals would ensure a clean planting site.

The other area of consideration is that heathers do not perform that well in shaded sites, they will grow but can become leggy with reduced flower. I note the presence of Ivy at the top of the bank indicating a shaded position.
It is not so easy to get heather seeds to germinate as they are very fine and require careful sowing, all of our plants are raised from cuttings.

I trust that this is of interest and look forward to hearing from you

With regards
"

Whizz, this is the thread for you!

Winni and HB2 did not have these statistics to hand, so here are the figures for the gravy train that Whizz claims!

============
Service agreements

The following outlines the remuneration and other terms of employment for the following personnel during the reporting period which are formalised in employment contracts for services.



Anthony Gilby Managing Director and Chief Executive Officer
Term of Agreement: Mr Gilby's services are provided in a personal capacity. The agreement has no fixed term. Mr Gilby has agreed to waive up to 75% of his current contracted rate. The amount waived will not be payable by the Company at a future date. Including a 75% reduction and adjustments for industry standards and CPI the annual cost to the Company is approximately $160,000.
Termination Notice: The Company may give Mr Gilby three months' notice or pay 1.5 times his contracted salary in lieu of notice to terminate the Agreement.

Solomon Rowland Company Secretary
Term of Agreement: Mr Rowland's services are provided in a personal capacity. The agreement has no fixed term.
Base Fee: Mr Rowland has agreed to waive up to 40% of his current contracted rate. The amount waived will not be payable by the Company at a future date. Including a 40% reduction and adjustments for industry standards and CPI the annual cost to the Company is approximately $150,000.

Colm Cloonan Finance Director
Term of Agreement: Mr Cloonan's services are provided in a personal capacity. The agreement has no fixed term.
Base Fee: Mr Cloonan has agreed to waive up to 50% of his current contracted rate. The amount waived will not be payable by the Company at a future date. Including a 50% reduction, exchange rate estimates and adjustments for industry standards and CPI the annual cost to the Company is approximately $160,000.
(edited to fit)
Termination Benefit: No termination benefit is payable if terminated for cause for ANYBODY!
Termination Notice: The Company may give the Company Secretary & Finance Director six months' notice of its intention to terminate the Agreement.
GG (no waiver)!
Term of Agreement: Mr Gabaake's services are provided in a personal capacity. The agreement has no fixed term.
Base Fee: Based on the contracted rate and taking account of exchange rate estimates and adjustments for industry standards and CPI the annual cost to the Company is approximately $200,000.

OMG, I found this linkwithin minutes.
https://www.theheathergarden.co.uk/
My postal address is Wimborne!

Somebody is smiling on me. Why didn't I take up gardening instead of shreholding - I could have had a magnificent garden for the money I have ploughed into shares!

I have found seed (1gm = 10,0000 seeds) in Gloucestershire, and another place where the minimum order is 20gm online!
I'm hoping I can produce some seed trays with a fraction of a gramme and simply scatter the rest around the bank and see what happens.

Just realised it is Monday (feels like Sunday) so the heather garden might be open.
This is a better start than my shares! Time to replace my home page!

I am going to stop providing the third option in order to sit back and see which of my fact based expectations come to fruition.
After my vain attempts to convince the damned one with truth, everyone has not filtered me knows my views.

I have had my garden cleared of brambles and unwanted trees. There is a 12ft high bank between me and one of my neighbours.
The contractors found several rat holes in the bank, and saw a rat or two. They thought the rats may have been entering the house via the roof, and could be visitors rather than residents. The overhangs are gone now and I have not heard them in the ceilings since.

I still hear noises from behind the dishwasher and sink, so I'll have to check the plumbing outside for a way in.
I trapped and killed one in a gap next to the fridge,the only exit at floor level I could find. I am fairly sure that was a young one which I saw regularly saw climbing down the pipes from the boiler in the utility room and disppearing under the units to the internal wall that gives access to the roof.

I have a bank to plant out to keep the 60 degree bank intact, our survey (in 2004) warned it needed plants to stop it from collapsing. I'm hoping the roots from the brambles will still function for long enough to get some heathers established. It will cost a fortune to cover the whole bank, so my plan is to grow my own plants in the greenhouse from seed if that is possible.
I have always hated gardening and the missus loved it - I'll throw myself into that, sciatica permitting , and try to leave this board board to its own (de)vices.

More lies! You cannot filter posts! Just posters! 22 is a drop in the ocean for the last 22 posters (or even 1 of them!).

From Thursday , I see a sensible post from Moagi , that starts with
"Smith - is there a reason you think posters here do not appreciate the SM possibilities ahead? Given you post long and often about it, that says you think the world of it.
Fair enough; that is your right.
As for me, maybe others (since I cannot speak directly for them), it is new technology in a relatively new industry where the partner (not Tlou) is developing a prototype to hopefully prove a new production concept. That is the way of it with new technologies - I am pretty sure most here get and understand that. "

Whilst there is truth is what he says above, I think the story is more hopeful that he believes.

Why?

What he describes is what SM already had, a prototype that needed testing for a prospective partnership (or maybe more than that) with Pure Hydrogen (a company TG is very familiar with) !

It is possible his contacts at Pure Hydrogen may have introduced TLOU to SM!

I think it is fair to say , the two companies are made for each other. SM do not have Solar and CBM , we do not have the kit to produce Hydrogen/Carbon. Solar needs sun, Notswana has plentry, we have the CBM , and SM look very confident they will have a working prototype for us with the next 6 months.

Both companies are about the same age, neither is rich enough to laud it over the other. We are like a pair of new-born twins , all set to grow together, imho, the first bit of good luck that has come TLOU's way since 2016.

You might be right Moagi - perhaps SM is doomed , but if they are are then so it our partnership!!
And what will we have lost? A few months in which we may not have improved dewatering or gas flows, but we will know exactly where we are going, and we will not be wondering if the Hydrogen project would have been an opportunity missed.

My optimism is justified imho - and if SM are successful it will be a wonderful gamble that was worth those few months.
And I will be totally gobsmacked if the sp does not reach double figures because of the Hydrogen story!

We all agree time is of the essence - the Hydrogen story is a tale of the unexpected for some, whilst the CBM story is more of a hard-back! The sp will rise but it won't have the viagra that Hydrogen may supply.

Won't be following your links. I'll finish with this quote from a very different book .... everybody sees you what you are!

"And be moderate in your pace and lower your voice; indeed, the most disagreeable of sounds is the voice of donkeys."

Good advice.

https://images.biblewordings.com/wp-content/uploads/Genesis-16-12.jpg

Q 1
What is the Surat Gas Project?
Arrow was one of TG earlier projects in Australia - where are they now? Are they many years ahead of us?
The number of wells we need is not subject to the land use at the surface. Moagi questioned whether horizontal or vertical is best. cost wise! He was quite rude about TG's choice of lateral/horizontal.

A 1
Arrow Energy has sanctioned the first phase of the Surat Gas Project.
The first phase of development, with construction from 2020, includes more than 600 wells which will bring around 300TJ/d of gas to market over 27 years.
The full 27-year Surat Gas Project, will include up to 2,500 new wells.
About 1,000 jobs will result across the life of the project, comprising some 800 construction roles and 200 ongoing operational roles. The first phase will see the creation of about 200 construction roles.

=============
Q 2
How does Arrow decide between using multi-well pads with deviated drilling and single vertical wells?
N.B. LESEDI #4 IS AT A DEPTH OF 557M
A 2
Deviated drilling lets us reach the same amount of gas underground from a much smaller area on the surface - very important for reducing our impacts on high-production farmland.
Arrow has committed to multi-well pads and deviated wells on Intensively Farmed Land, where geology allows. Multi-well pads are preferred where the lowest coal targets are deeper than 400m. Surface spacing for deviated wells Is up to 2.5km on average.
The deviated section of a well can extend at an angle of 70-82 degrees to horizontal distance of up to 800m from the well pad. This enables us to target a greater amount of coal without impacting the agricultural land directly above, while minimising our Infrastructure footprint.
Outside of IFL areas, or where coals are shallower (less than 400m), Vertical wells are used with surface spacing from 800m to 1.5km (or greater).
CONCLUSION
Moagi's criticism of TG choice of lateral has no foundation to build upon.

=============
Arrow have had Shell's backing since 2010!!!!
i.e.
As operator, Arrow will construct and operate the Surat Gas Project, as well as operate its sizeable power generation interests, which have underpinned jobs in the Western Downs region for nearly two decades. Shell and PetroChina entered into the Arrow joint venture in 2010.

I wondered why I have to enter my pin sometimes!

Just read this...

Forgetting your PIN

While contactless allows you to make payments without a PIN, it doesn’t mean you can forget it entirely.

Card issuers only allow five consecutive contactless transactions that can be made before a PIN is requested in order to prevent fraud.

So if you only use your card for small payments make sure you can recall the PIN to avoid getting caught out at the till.

Moagi -here his TLOU content from so many posts of late!

"Botswana has had a shortage of domestic power generation for over 20 years. Along came Tlou Energy with great plans and ambitions (just read their ASX listing document) to help resolve this ….
And here we all are in 2022…and Botswana still has a shortage of domestic power generation. "

This equates to ...
"NASA has launched two missions to study the cosmic background radiation, taking "baby pictures" of the UnivCerse only 400,000 years after it was born." And all these years later we still await a worthwhile post from mrmoagi!

For newbies , 20 years ago , TG had not even embarked on making 1Bn and 3.5Bn AUD for shareholders in Australian CBM!
https://tlouenergy.com/history puts some perspective on moagi's rubbish!
The naked scientist, Chris Smith, said it is now 2 years old from first reports of Covid. So 22 years becomes 10 useful years from inception. 5 or 6 years saw Selemo producing electricity within months of producing gas. Lesedi has dragged on with permissions, agreements, and dewatering all taking much longer than expected. Only dewatering remains of those 3 and we are now in the process of deciding on Hydrogen, Solar and CBM policy.

Moagi is not 400,000 years old but he is prehistoric with a brain at the level of the first amoebas .
Would any of you buy anything from him? I would not! You cannot believe a word he says.

This will be common knowledge to some of you.

My IE7CLONE filter was not responding to my Firefox filter list.

Your filters are held in Cookies within each of your web browsers so each browser can have its own filter list.

What did you expect moagi?
Military coups snd Civil wars always disrupt new companies!

Yes or No!

Have you stopped abusing your partner?
Have you ever explained your reasoning in the whole of your life?
Has a share ever benefitted from one of your posts?
Have you ever amused anyone?

You are reducing this board to a miserable fiasco.
You have nothing to offer us.
Why don’t you just do one?

Where is the Tlou content in your posts?
I’ll tell you!

Up in the clouds with you scatty CBM COMPOSITION AND CIVIL WAR AND THE TLOU DEBTS THAT TG HAS AVOIDED THROUGH TURBULENT TIMES.

It is time to report you to LSE for harassment.
Hopefully you can go back to being The Kenner i.e. BANNED!

That will encourage Old Balllie to reappear I suspect.

You don’t have an answer to a single question!
You are a total imbecile. And the first GOON who has never been hilarious. Carry on rabbiting I think I will use my search engine to read this board from now on. It has hard code that filters you completely so I won’t even know if you have posted.

I try to get people to talk about TLOU , but the effing budgerigar on my back , keeps chirping a load of nonsense about me rather than my ideas.

My last few posts don't leave many options out afaics so they cannot all be wrong, neither can they all be right of course.

Are SM going to have a working prototype for delivery and installation in Botswana , so that TLOU have enough notice to produce the Solar electricity and redirect our gas to where it is needed? And will the partnership produce sellable Hydrogen and Carbon in 2022? That required a simple Y or N !

If N, then can CBM electricity poles and wiring , be up and running in 2023? Another Y or N?

Can we afford either?
The business case for Hydrogen is to supply enough Solar electricity that SM can fulfill their side of the deal.
And for CBM electricity , the poles and wires are catered for , we have gas , so a Selemo style generator is required for up to 2MW , or an unmodified version of the Selemo generator , which might be cheaper (off the shelf)?

Where is the financial problem? I feel the 3M that is mentioned in the Hydrogen RNS is an option for TLOU. We won't want or need to find that if SM fail, and if they succeed it could be a fantastic investment for us?

If we are earning from either in 2022 or 2023 then further funding should be easier than it has been to date!

Until we have enough gas flows so that EITHER becomes BOTH then I trust TG/CC to keep the finances under control!
And when we are ready for BOTH the company will be ready for reorganisation into one, two , three or four divisions?
How many willremain as TLOU or TLOU/SM is anybody's guess after the direction of Hydrogen, Carbon, Solar, CBM electricity and gas pipelines is decided!!!!!!

I have ignored the prospect of the gas being unsuitable, Civil war requiring TLOU to build an army to defend our interests , and any other fanciful 5h1te that you have in your head!!!!! Tlou are in Botswana because it is a stable country with loads of coal and gas, and a shortage of domestically produced power. Anyone with doubts about that should never have taken an interest in the company , far less , buy into it!

Where is the Tlou related bit Moagi.