Member Info for BradSmith

Boeing 747 Specifications

The Boeing 747 is a large commercial airliner, significantly heavier than typical carrier-based aircraft.

It requires a long runway for takeoff, generally around 10,000 feet (3,048 meters) or more, depending on the model and load.

Is this believable? I thought turning it around was amazing (how close was the chopper to an engine?) but to take off?

https://www.facebook.com/reel/1970498193548355

How prophetic was that? Hours later!

I have seen a resounding "Bradsmith fo" response from TLOU.

I am shell shocked at the RNS - Urgent factors like clearing blocked channels for dewatering seemingly on the TO DO LIST and will be started once Item 1 is completed? What is item 1? CONSIDER PREPARING A HAS BEEN DONE LIST?

They are still considering that!

I am an atheist, but had faith in Tlou , God knows why?

Yesterday the Gloves were off , today my filter is OFF , Donkey was very kind in his response.

I was going to round my holding up to the next half million but that is on my TO DO LIST with a line through it.

I am speechless tbh.

Just saw Donkey response to the conversation between two guys concentrating on getting to the facts without insults.

All I can say - wait and see if I am right Donkey. TG never wanted more then 2 or 3 MW , and no PPA would have suited him fine.

He opined that the price would rise as sure as eggs is eggs in time, and he wanted the prevailing price for the gas. Makes sense because other costs would rise with time so why pay the up to date costs whilst receiving an out of date price for the goods?

A systems analyst for decades makes me curious about WHY things are what they are!

TG has got what he wanted an early delivery of 2MW , rising to 10MW because of Lefoko's unwanted favour, pleased it was not 50MW , and overjoyed it is not 100MW. To my way of thinking - all that is undeniable!

To Donkey's way of thinking , D-oh - an exclamation typically used after Homer injures himself, realizes that he has done something foolish, or when something bad has happened or is about to happen to him.

Should have expected no sensible interjection from him.

We'll soon see how stupid I am Donkey. And from there how stupid you are not to see right from wrong.

Filter still on!

Winni, how does starving BPC from TLOU electricity support us??

There is no chance! The two generators are definitely one per partner.

As you say, Kala will repeat what they knew a year ago from the trial.

The big difference is that 2026 gas flows may outstrip 2025 figures - I think we'll be disappointed if they are not.

From unit 1 Kala will calculate the income from the Data Centre.

Unit 2 will see Tlou powering the new lighting that has been mentinoed in infrastructure improvements and several other disciplines. That will leave a surplus, we'd hope, which TLOU/BPC will jointly use to commission the link into the grid.

And having completed that commissioning I guess we'll get a definitive price per unit taking in the costs needed from TLOU to get those lines ready for adoption by BPC (if this was not pre-determined years ago - TG's fear I believe i.e. 2016 estimate applicable in 2026 when price is higher). TG would not have worried about that price being on 2MW , and a little bit more for 10MW , and really unhappy at 100MW or 93MW or 97MW! Bless him!

When will BPC adopt? Will they find a stream of faults to postpone taking responsibility? That has to tempered against the better prices than diesel power fuel which I hope will rule the roost!

And will the Govt put pressure on BPC to get it done?

The other 4 generators will be subject to the demand from Kala and TLOU from phase 1.

This keeps Kala away from producing power for the PPA. I reckon it fits perfectly.

If the PPA is more profitable than Kala profits then the issue is how much gas Kala are entitled to , and , of course , TLOU will have the remainder for site commitments and the PPA.

The other issue is how much Solar energy goes to Kala and to the PPA.

We'll know the answer before we agree upon what is going on I think 🥲🥲

I see that the REFORM party is becoming the Traitors (a team of free transfers who could not make their parties work over decades) in the bi-elections with the FAITHFULS (the established parties who have players that have some value in the transfer market maybe). I loved the Green Party , how appropriate on a TLOU chat room, political party promotion the other night.

Who et al the Py's 😮

https://www.britannica.com/games/octordle/daily-rescue

is the trickiest of the wordle type puzzles. You pick up a game with several guesses in the bg ... poor ones!

Today I got within 1 word and that is my best ever. They start you having used all the vowels which imho makes it easier.

Winni, I am aware of what went down - I believed that Kala were entitled to all our gas for 5 years - so how could Tlou produce any electricity in that period? You answered that conundrum by explaining that Kala would never supply the PPA with anything - something I had never considered? Kala would fund the material things for Tlou to generate or collect power.

What I was missing , and it has never been stated afaik , is that Kala MUST BE ENTITLED TO PREVIOUSLY SUPPLIED GAS to create their lower profits but use them to repay the loans albeit slower than they'd be if Kala sold the power to BPC????

Hence my questions as to how BPC would pay both Kala and Tlou when the rate was connected to repaying the line costs Tlou had paid?

Neither solution was workable from what Kala has offered.

Once it was agreed that the PPA needed priority for our gas - it meant Kala MUST HAVE A CLAIM ON OUR CORE BUSINESS PROFITS??? And that contradicted their claim to assist partners to succeed in that respect???

I rule that out completely which means there must be a way for Kala to continue at Lesedi!!!

So , given TLOU are drilling and extracting additional gas (using more interest free loans from Kala) - the only way it makes sense is that Tlou can use the extra flows exclusively on the PPA?

Meanwhile , Kala will need to boost their income from the Data Centres so Tlou restore the expected distribution of new gas towards Kala. If Kala achieve that then BPC cannot be expected to reduce their demand for electricity surely? So the levels of gas supplied to our customers will have to be maintained or improved and never reduced as a matter of policy (that partnership agreement).

You must be right , and I saw the evidence eventually , but nobody has shown me how the policy works.

Kala have to receive power to be able to continue, or they will seek repayment for our PPA profits - there is no other solution OR IS THERE ????

Posted (with some typos corrected here) - on 13 Dec 2025 09:15 to Winni. Shortly after the 9th which started with a Kala missive, before Colm stepped in and published his version of what Kala announced as an RNS in London.

I'd read about 2 generators and a further 4 in near future but both those announcements have been elusive since the sine the surviving RNS came out.

If I imagined that announcement , I'd already imagined it back in December Winni and MFM. 100% it appeared in some form and it was from Colm. And I got the capacity right for once! 1.375MW (not 1.35)

"Winni surely you accept Tlou was always going to supply the PPA themselves. Kala has only ever wanted gas for their Data Centre from us.

We have leave to suspend Kala gas that can be monetised through the PPAs for more profit than Kala can offer us.

Kala are deliberately keeping our core business viable and phase 1 is 2 generators. One for Kala (Data Centre). and one for Tlou (PPA).

Another 4 or 5 will be ordered , I think, for the Data Centre , all Cummins 1.375MW. Imho to give Kala flexibility to use them on other sites which don't have trillions of cu ft of CBM e.g. abandoned oil fields. Tlou offered better options to Kala and they have grabbed them.

But who knows what could wrong there with Civil war and Xmas being extended to 12 months a year or other Bots fantasies yet to be invented.

We won’t have to wait long to see I am right!!"

Https://www.investegate.co.uk/index.php/announcement/rns/tlou-energy-limited-di---tlou/lesedi-project-update/8565745

looked promising and contains information that backs my idea that TG never wanted a PPA in the first place, and that Moagi imposed 10MW upon us, probably against our will. The flare on #4 looks almightily strong and maybe supports the talk of strong but intermittent gas flows. i.e. "Gas has been flowing from the Lesedi 4 and Lesedi 6 gas wells. The gas flow has been surging with work ongoing to produce a more constant rate. " and "Initial generation is planned to start with up to 2MW of power and as additional gas wells are drilled this will increase to 10MW in line with the Power Purchase Agreement (PPA) that is already in place with Botswana Power Corporation (BPC). "

The second phase of TX lines looks more ambitious as expected. 220kv instead of 66kv and targetting the grid elsewhere i.e.

"Expansion beyond 25MW would involve building a new power line either to the east to join the existing 220kV grid at Mahalapye or to the northwest minerals province. Both of these markets have a power requirement in the order of 100MW or more. Additionally, the Southern African Power Pool reaches over 500 million potential electricity consumers providing virtually unlimited expansion potential."

My post at 24 Jan 2026 23:16?

That is AI talking , not me , AI mentions noise - not a subject I have ever mentioned, so AI got the rows with an asterisk from somewhere else to get noise?

.

After loads of searching, using AI , I am now reasonably sure that what is being returned to me is being influenced by my own posts on this site. How AI can tell whether their source is angelic or satanic seems impossible.

I have determined not to search Donkey's posts for anything in case Botswana is plagued with his views of the country and TG!

I have always thought about what an alien would make of our book collections at home. Unlike libraries we probably do not have a fact and fiction section sign so would they believe Sherlock Holmes and Robin Hood were real people? And would Anne Frank diaries be considered as fiction?

AI is that alien , almost it's own name? I'm wondering what the Tony Blair and Iraq and WOMD decision would have been had AI been his disposal. Horrifyingly the Manchester City v an Israeli European football team was closed to Israeli fans because AI decided there could be riots? As for my making up the story about Kala and Tlou having a generator each? Not guilty ,me 'lud! That is fact.

These TLOU shares are worth around 1p???? On what planet?

Kala has fully financed the purchase of its initial data container and a gas-powered generator, which are components of its capital expenditures in Botswana. TLOU Energy is concentrating on progressing its Lesedi project and capitalizing on its gas assets, reflecting ongoing investments in energy infrastructure. lse.co.uk MarketScreener

Capital Investments Overview

TLOU Energy Investments

Project: Lesedi Project

Investment Type: Gas Gathering Infrastructure

Details: TLOU Energy is working on monetizing coalbed methane resources in Botswana. They are advancing the Lesedi project, which involves installing a gas gathering line linked to the Lesedi 4 production well.

"Kala Investments

Project: Kala Data Centre

Investment Type: Infrastructure and Equipment

Details: Kala has fully funded a data container and a gas-fired generator, which are vital for the data centre's operation. The generator has recently arrived in Botswana and will be connected to the gas gathering line from TLOU's Lesedi project.

Summary of Investments

Company Project Investment Type

Key Details

TLOU Energy Lesedi Project Gas Gathering Infrastructure

Focused on monetizing coalbed methane resources in Botswana.

Kala Kala Data Centre Infrastructure and Equipment

Financed a data container and gas-fired generator for operational purposes.

These investments demonstrate both companies' dedication to advancing energy solutions in Botswana, with TLOU concentrating on gas resources and Kala on data infrastructure."

Solar is therefore a joint enterprise? In my travels I see the plan is introduce battery storage so Solar power is available 24/7

If that is also considered to be capital expenditure for Kala, as the generators are reported to be, then Tlou are absolutely in clover. Solar was scheduled someway down the line but they'll have it as immediately as possible by the look of it.

It simply has to an interest free loan so that TLOU can charge BPC for the solar power they get from this? But I guess Kala would receive their share as part of our agreement ,and our income will reflect the profits from that Solar power use in the Data centre?

So we'll be paying back Solar cost at 75% of our income but will receive the remaining 25% as cash until the panels are paid for? And the batteries? There is case for Tlou to deny the cost of batteries is theirs? What they do with the Solar power after we deliver it is up to Kala?

Think that logic is sound! And , of course , we can add whatever we earn from the PPA!

BPC won't care how the electricity was produced? I suppose TLOU will measure the numbers from the two processes before merging both into one supply? But BPC will only pay for what arrives after losses along the 100km journey?

The Govt and BPC will probably want separate f

Looks like zero currently , and I found this from AI (accurate? Dunno!) which casts Kala in a favourable light.

Capital Expenditure: Kala has fully funded the cost of the first data container and a gas-fired generator, which arrived in Botswana in late 2025. These are capital investments by Kala rather than a loan to Tlou.

Final post on this subject. * suggests domestic responsibilties.

Could not get beyond Data Centre on the other AI I tried.

Duck-AI produced this for me , which looks totally independent of my posts,

Overview of the Partnership

Tlou Energy has entered a strategic partnership with Kala Data to develop a high-density computational facility at its Lesedi gas-to-power project in Botswana. This collaboration aims to leverage Tlou's gas-generated electricity to support energy-intensive computing applications, including artificial intelligence (AI), machine learning, and blockchain services.

Key Responsibilities

Power Generation: Tlou Energy will provide the necessary gas-generated electricity to power the data center, ensuring a reliable energy supply for operations.

* Infrastructure Development: The company is responsible for the development of the facility, which includes civil works, gas gathering, and the installation of gas-fired generators.

* Project Management: Tlou oversees the technical and site planning activities, including optimizing layouts for power distribution and managing environmental factors like noise and heat.

Financial Aspects

Funding Structure: Kala Data will finance the project through an interest-free loan, with an initial profit-sharing agreement favoring Kala until the loan is repaid. After repayment, profits will be shared equally.

Revenue Diversification: This partnership allows Tlou to diversify its revenue streams beyond traditional electricity generation, enhancing its commercial prospects in the energy and technology sectors.

Strategic Importance

Market Positioning: By integrating computational services into its operations, Tlou Energy strengthens its market position and aligns with Botswana's goals for industrial and digital transformation.

Future Growth: The partnership positions Tlou for future expansion, with plans to scale operations and potentially incorporate renewable energy sources in subsequent phases.

AI reply which hopefully ends the doubts (but there is a remote chance that AI found my posts to generate the response. I doubt it because I know each generator has 1.35MW available and there mey be 6 on order , 4 on top of the delivered ones).

I might try a different AI to see what I get.

"Colm is likely referring to the new generators being installed for TLOU Energy, which are expected to provide a total capacity

of 1.35 MW. These generators are part of the company's efforts to enhance power generation at their Lesedi project site in

Botswana. lse.co.uk

TLOU Energy Generators Overview

Generator Specifications

Feature Details

Type Generators

Total Capacity 1.35 MW

Location Lesedi Project, Botswana

Purpose Power generation for data center and domestic needs

Recent Developments

TLOU Energy has received two generators for their operations in Botswana.

One generator is specifically for the Kala Data Centre, while the other supports domestic power requirements at the Lesedi site.

The generators are expected to enhance gas flow and pressure, improving overall efficiency.

Installation and Integration

The generators are being integrated with existing infrastructure at the Lesedi project.

Civil works and gas gathering systems are being developed to optimize power distribution and management.

These advancements are part of TLOU Energy's ongoing efforts to enhance their energy production capabilities in Botswana."

Fantastic!!!! Would have got soaked on my mobility scooter to the ground, and it is peeing down after the game - so not a good drive home either. I park maybe a mile from the ground and driving with wet trousers is horrible!

We lost a 2-0 lead and scored with the last kick of the match to win 3-2!!!! My trousers are dry, but my insides are decidedlt damp from cans of cider!!! One per goal of course.

Kala Data Centre Project

In early 2025, Tlou entered into an agreement with Kala Data FZCO (“Kala”) for the development of a

modular data centre at Lesedi. The facility will utilise containerised, high-density computing systems and

will initially be powered by Tlou’s coal bed methane (CBM) gas. Kala is responsible for the supply,

operation, and maintenance of the facility, while Tlou will provide gas to fuel on-site power generation.

Tlou will provide gas to fuel on-site power generation - so on-site power - ino wonder I did not remember how it was defined. At the time uou desputed my understanding of that report

i.e. https://tlouenergy.com/wp-content/uploads/2025/10/Q2-2025-Operations-Report.pdf

Missed the first 11 minutes though it is on my TV 0-0 after 12 minutes Cheers

Kala might well use both if the demand is great enough. Two of their units instead of one using our electricity instead of their in-house generators maybe?

Dec 10th I commented on generators and I think it is likely to have been a TLOU Announcement after all.

It comes back to me now .....

Colm said 6 generators would be ordered all the same 1.35Mw with 2 immediately! One for Kala and one for site maintenance. Football starting at last on AXSCORE!!!!!!!

"10 Dec 2025 19:37 "Winni , the plan was for one generator for the Data Centre , and another 5 generators once that one is proven and any lessons learned from the first. I think all 5 would be a single order and they told us the capacity of each was something above 1MW - if I was forced to give a number 1.35MW feels familiar.""

How and where does he dream up this endless nonsense !"

But a smaller one would not be much cop for the PPA , Winni. Think ahead!