Member Info for BradSmith

I’m not sure if it Karoo Energy or Tlou were ear-marked for Orapa gas but, whichever it is , the. govt will surely take a back seat and leave it to Orapa and their partner to sort out.

It will be interesting to see if a second PPA is the panacea you expect. TG may be responsible for not pursuing the first PPA and has spoken about the imminent PPA several times , so you will be proved right imho.

But if Synergen are ready for Botswana before that PPA is agreed - then Hydrogen could prove you wrong.

And if we become an IPP through Hydrogen then maybe we’ll see what TG meant about selling into SAPP, circumventing BPC.

In TG I trust. Open mind v tunnel vision is a walkover!

Many posters on here will be very familiar with Andrew Forrest - he and the Sirius directors formed Fortescue in much the same way as TG is working on TLOU.

The big businesses told them they could not create a a steel-maker from scratch but it became an £8bn company and they proved the cynics wrong!

Three directors left Fortescue completely or in part, to buy up potash fields in Dakota, Adavale (Australia) and Whitby - buying under the radar to get bargain prices!

They then merged into Sirius , and most of us thought they'd replicate Fortescue's success!
And they might well have if David Cameron's govt had acted as guarantor for loans which failed to materialise. JP Morgan got cold feet after everything looked rosy and started playing silly buggers imho!

Andrew Forrest stayed with Fortescue and sounds as if he knew Chris Fraser better than we did?
He bought York potash, and when tests showed 22.5m seams where 5m seams were expected, Whitby became the focus instead of Dakota!

Hopefully his view on Hydrogen counts for something - it is going to have to be quick to head off electric cars becoming too expensive to drop in favour of hydrogen cars though.

Selling electric cars at a loss (Lord Dyson's recent article) because they can afford the subsidies from diesel and petrol car profits (not an option for Dyson unless he used sales of vacuum cleaners instead) bodes badly for the cost of cars in the future.

Racing bikes and cars with modified engines for hydrogen fuel cannot come quick enough for me!

I am not ashamed of missing the point on anything you post, Moron.
I think 99% of this board are the same - and think everything you have to say is pointless!

Keep your enemies close is a good maxim - If Masissi and Kharma have lots of evidence about each each other's history - they might do best by keeping it to themselves - if they take it too far, they'll surely end up betraying each other.

Eric is only accused of fraud - along with the guys you tip to overthrow Masisi!

His words rang true a couple of years ago - I have little doubt that people doubted whether KE/Sekaname could get anywhere near the 100MW that they demanded to join the race!!!!!!

They never had a snowballs chance in hell within 10 years! Tlou on the other hand had proved CBM power at Selemo and without Sekaname in the woodpile would have had Eric’s backing!

BOTH meant Sekaname imho!

Then Covid and dewatering cast futhee doubts on WHEN not IF Tlou would be operational!

Lefoko is of the same view imho - he has tried his best but TG has been hamstrung for nearly 2 years of Covid.

Australia are showing signs of living in the real Covid world , we just need Botswana to come up with their plan to get themselves back to work , and for long term funding to be sorted , and Tlou will soon prove they have commercial gas and we’ll never have to look back imho.

If anybody wants to hear the relevant bit (that I listened to many times to translate it) it starts after 7 minutes of other business!

People can make up their minds whether you realised the point of the speech or whether you were only taking the mick out of the delivery, definitely spin bowling!

ADVFN keep a longer history than LSE where all trace has been wiped (maybe).

Hear here!

donkey40 - 01 Jul 2019 - 06:06:55 - 7159 of 8338
CEO's third $Billion+ gas company in the making. - TLOU
Want to know why CBM taking so damned Long to get going in Botswana - listen in:

hTTps://www.facebook.com/mmgebotswana/videos/2329735997305771/

Minister for Minerals opening address at Botswana Resources Conference 10th June

===

BradSmith
Posts: 3,231
Price: 4.85
Strong Buy

RE: Minister Molale video Tuesday 6 Oct '19
"Should there be proof that they do have adequate resources, power production from coal based methane will be rammed up for as long as they give us competitive tariffs and are both economic and reasonably affordable.
I am saying ,should there be proof, because there has been a long debate that I find taking place between yourselves and my ministers.
Some of you are saying that we have more than an abundance of gas, coal based methane.
Others report these have not been proven.
I want you BOTH to prove it to me and then we will start doing great things, because as I am saying I am PROMISING that if that is available then that is the way to go with regard to power production, and we will start IMMEDIATELY. "

Played it back and this is pretty well verbatim. "Others report " was indistinct but is close enough.

(added today in 2020 .... I think he says .... "From other quarters they report")

Sheffield of course!

To lighten the mood there was a question on Question of Sport involving a player called Fitzhall.

He was used as an examole - what was his nickname?

Answer ..... One size!

Billy Twelvetrees was the funniest , his needed an Irish pronunciation of Twelvetrees , to get the answer of 36!

Whear? Whear? Moagi?
Sorry MFM, I had mixed sleep it is true with the power outage.
I'm fairly sure the voltage was reduced by fluke or design to keep wifi running for ages , but I did not know if it was just me or lots of us. The street lights were on but they are LED lights nowadays - and maybe they were the the justification for whatever they did.

Anyway all was well from 4am onwards, (with hindsight).
My rats are on the last bag of 5 bags of rat poison. I don't know if there are lots of them eating it and they are dying, or whether one of them really enjoys it? They destroyed the wiring on my door bell , and I was worried they had attacked the mains electricity too.

I was really making the point on how I miss my missus , and how she kept my wardrobe up to date for me with stocking fillers like socks and pants as they wore out. Women do so much for us without us realising it I feel. Once you are on your own, it dawns as you run out of things you never worried about before. Yesterday, I had to buy bleach, again, and toothpaste for the first time in ages, example! And I never made it to Primark. Looking at pants , it is decades since I bought any, , on Amazon , modern ones don't appear to have an opening at the front ? And y-fronts, which do, seem to have given way to boxer shorts which also look problematic!

Enough! A flu jab and Seffield United await me today.

Drumming up business Whizzer?
Her funeral will 3 years on October 10th.

Smallfry, there is a lot of rubbish being spoken on banning coppers from approaching women on a one to one basis. That policy would make shop lifters extremely happy! Many are females I think.

Coppers have to police themselves - cannot see any other way - and they must make hiding evidence of another copper's deviant ways as big an offence as the perpetrator's.

I was a civi with the police for 11 years, and had a team of about 7 or 8 uniforms in the computer team. I felt welcome in their social life but there is little doubt uniforms prefer their company.
I thought it was because befriending members of the public might look suspicious and could compromise their policing if a friend was caught for a borderline offence which might ot might not be made a reportable offence.

An anonymous database of odd behaviour was recommended by an ex-met officer on the news and if the same person was reported a number of times instead of the one exception, then it could be followed up. Driving naked below the waist , and flashing in a launderette was it? , sounds like an automatic enquiry if they knew! And , I'd have thought expulsion from any job?

hen PNC computer came online I think they monitored who was using it and for why. One young copper was admonished for looking up a dishy woman's car registration to see where she lived - I don't know if it is still that strict.

An Inspector crashed into a belisha beacon on zebra crossing just out a police station under the influence. He was arrested and tried to pull rank on the office in charge! The Divisional Commander was phoned at his home, and he said , "Chuck him in the cells!".

The guy got a medical certificate from his Dr. and took early retirement before they could sack him and withdraw his pension rights, which was on the cards.

On the positive side, another terminally ill copper with a family would not take early retirement because he did not accept his diagnosis and they got the Chief Constable out of bed to sign it on the night he died so his family got his pension which would have lapsed (apparently).

Off-duty coppers area huge problem - whatever policy is in place, I don't see how she could have changed the outcome of that episode , it could only be averted by taking away his badge when they had good reason to do so.

Whizz I need to find a partner , whether it be North, South , East or West.
I was a County Master at Bridge, and then a Master years ago - but a regular partner is almost essential in duplicate bridge. The Wessex bridge club is now a retirement home so I'm not sure where the best bridge club is any more. The Wessex was superb, 3 sessions 7 days a weekwith tuition available at every level. And it was licenced! Enough time to buy underpants - my true partner has not bought me any for a few years now and the old ones are getting thread bare.

Bought my usual 3 trades this morning, and, good news they show as buys!

First was 2.465p and then two @ 2.455p
Full price trade is £8 , frequent trader £3 so it looks like a £1 for frequent trader status?

Today belies even £1. The drop in price was worth 8000 @ 0.01p = 80p so it cost me 20p or 8 shares? I'm easily pleased? I am amazed how cheap our shares are, how can a Tlou share be , with all it;s potential, be half the value of the bankrupt Sirius price at the salvage stage???

Don't buy a new bed , and solve the problem whilst saving money smallfry.
Did the Govt tick up Tlou's tweet because they liked the humour?
Keep 'em coming MM, FFS, there is so little news that is good in this world of late.
I feel so sad whenever I see a photo of Sarah Everard, I'd buy that louse, initials WC, shthouse indeed!, a new bed willingly! I find it hard to accept Sarah was his first victim but nobody has mentioned looking at other missing girls.

And then, there is Whizzer , what an effing misery!!!!
If he has a partner, I hope he is told how ill he looks when he is under the weather , he is already beneath contempt imho!

I suggest you sell up Whizzer, and buy shares in an undertaker - you'd enjoy it!

Everything died shortly after I posted , hub went off, and I woke at 9:20 I thought!
Clock said 3:40 so I thought the power was off for 6 hours :o)

Just credited my account for my usual 3 buys, went to buy and was mystified that ASX was open!

The bedside light is on, not daylight!, and it is it was 3:40 not 9:20 of course and I was dreaming the price yesterday closed at 9p!

Freezer is hopefully fine?

I'd better check the downstairs lights etc etc

Am experiencing a weird power shortage.
Was watching TV on a 40" Samsung which stayed on along with broadband hub, and a Humax receiver/recorder but the lights went out!

Even the wall socketed 23w are a mere orange glow!
Decided bed was the place to be, and went upstairs. The 32" JVC TV would flash on and off , and the bulbs (the old fashioed ones) were very dim orange!

My laptop is a beacon of light - The repeater hub upstairs is working and lit up once I connected wi-fi to it! Downstairs TV must be able to run on 110v I guess, as is the wi-fi stuff!

My phone charger seems to be charging but I haven't ventured into the utility to see if the freezer is working! I was bumping into wall in the hall one the donstairs TV was turned off! The IMAC would not boot either! I was watching West Ham from that , connected to the TV as a monitor!

I'm slightly worried the rat has eaten through a cable and there could be a fire?

Poor old Poppy has missed out on her treats unless the power comes back on, properly.
She's in her bed upstairs with me - she seems totally at home in the dark?

I thought I was being offered membership of a privileged group - but how disappointing was this?
I loathe FB btw.

https://drive.google.com/file/d/1i2zNVnxmwxMT6ARpX1OrvJlV1_0UXXqK/view?usp=sharing

You are incapable of following anything that Tony does Moagi.
You have never even accepted he made billions at both Arrow and Sunshine.
Neither could you see the how his self-sufficiency policy, i.e. producing a few MW to prove to funders that Botswana was a goer for CBM power.
That will lead to secure loans in the funding of expanded production at lower interest rates.
Deferring future PPA's until the last minute could mean higher prices for those new MW's.
Instead of making sense of that lot, all you could do was sneer while you pontificated how great KE was in going for 90MW+ (economy of scale was the phrase!) .
They are obliged to get a huge PPA to stand a chance of getting funding for 40 or 50 times Tlou's first PPA, which I still believe is unnecessary until TG states that joining SAPP directly is no longer possible. 8 to 10 times 10MW if that is what transpires - but 2022 then lokks iffy to me , unless we go the Hydrogen route, or Solar?

Who thinks next year's deadline on our options will mean they'll not be taken because the ASX price will stay below 8c , and LSE price will remain below 4.4p until they expire?
And who thinks they will be a bargain before and after the deadline?

TG, yet again, has planned this very well.

If the price is too low throughout the option period, the shares issue count will stay low and there won't be dilution, one of his aims!

If they are taken , the price must be a bit more healthy, the main aim?

What none of us wants, is a low price and high dilution , which is the third alternative?
And backers of the 3rd alternative will be the people Smallfry alluded to, plus a few more from here?

I tried to catch-up with a lady from the Sirius days, and thought this might be useful for newcomers here? All imho of course , but I believe it to be 100% true!

"My eggs are all in one basket, TLOU Energy, so the stock exchange is not much good for me either.

I am hopeful they will come good, their problems currently are whether to stick with their original aim CBM (Coal based Methane) powered electricity or change tack.

After CBM , Solar energy became trendy so that was added to the agenda.
Both needed distribution to the nearest grid at Serowe ,100 Km away.

They had a closed placing (a few UK investors) to pay for the poles and wires , issued contracts to two companies in Botswana , poles/wires for one, a local substation to another), but have not continued with the work. That has upset loads of shareholders and the SP halved to 2.5p!

They have been flaring gas for ages, but it is not flowing at commercial rates yet. New CBM sites are prone to water problems , and it can take months or years to get rid of enough water for the gas to flow. We did that at Selemo within a few months , and it has been generating the site's electricity for 5 years or more, saving the cost of 5k barrels of diesel p.a..

The main site , Lesedi , was expected to follow suit but it has been dewatered for 18 months and needs even longer.

An Aussie company, Synergen Met, produce Hydrogen and Carbon from electricity and water and they have formed a partnership with TLOU on a 50-50 basis.

They plan to use the gas we are flaring to build a prototype in Botswana at their cost.
Tlou will need to reproduce what they did at Selemo , install a small generator , and they'll share the rewards from there.

The prototype is being built in Australia , and it is hoped to deliver it to Botswana next year!
Entry into the Hydrogen business looks quicker and cheaper than CBM or Solar electricity to Serowe,
so I want Tlou to concentrate on Hydrogen first!

They always planned to start small, and use reinvested profits to expand to keep the share count to a minimum.

And add to that the Diamond Producer at Orapa wanting to upgrade it's diesel generators to use gas!
The generators are designed for either fuel source and it looks likely Tlou is their target to provide the gas via a pipeline!!!! Another site, Mamba , is closer to Orapa and all 4 projects look like money makers to me!

Our CEO has made a few billion in Australia from CBM electricity twice!
His third venture , Tlou , was deliberately chosen because red tape in Australia has become intolerable and the prices are low $12 per unit, whilst Botswana was $30per unit!

Covid policy in Australia and Botswana have held things up but whatever option is adopted first, I am hoping this will be a multi-bagger! We await a Power Purchase Agreement with the Govt, and then funding of $10m for 2Mw . or $30m for 10Mw , should follow.

"

Blimey, there was a Dr on TV talking about REM sleep, and I a hit every taboo big time!
1. Avoid alcohol - Poppy has her treat ball and I have a beer between 1pm and midnight every day
2. Do not eat late - I rarely eat before 9pm
3. Avoid watching TV, especially films, in the hour before going to bed. I retire after films end!
4. Avoid computer screens - I try to keep my mind active with mine - usually during the film!

These were to encourage REM sleep which he thought was good.
He never mention REM sleep disorder - where I am capable of acting out my dreams, so would his rules mean I'd throw myself out of bed more or less often?????????

On my way to the recreation ground for Poppy's exercise, I pass a bungalow where the tumble dryer is operating probably 4 days out of 7 at different times of the day!
Does she have the cleanest house or the dirtiest house you can imagine?

I guess , from the clanking , she washes her husband's overalls with metal buttons often and they take ages to dry? He uses a truck so might have a messy job, or does he like to look smart?

Back to my computing!

As to the subject line - they deserted us!