Member Info for BradSmith

I suspect that could well be true Appi.
My money is on them approaching us , TG seeing the potential , and then the Poles/Wires decision had opposition which was not there before. Whether we switched focus to Solar or stayed with CBM as our priority - both needed those poles and wires!

Would that decision have persuaded the poles/wires funders to back out of TLOU?
Whizzer would say yes - and tbh it is compatible with his large sells idea - but are they happy and there was nobody in particular selling off?

OR DID THEY SUGGEST THAT THE HYDROGEN ROUTE WAS THE BETTER OPTION FOR THE TIME BEING? I don't know , but I don't see a problem whatever way it goes. There are still 52 cards on the table imho.

Thornback , Pure Hydrogen and Tlou?
Back in July I found an association .....
"Looking up our Australian cousins they already have a 50:50 deal with Pure Hydrogen - the company TG spoke with in the early days. Lan Nguyen and TG are on each others associates lists I think? ........................ "

I was so lucky that I changed supplier recently.
My previous company, Shell , repaid my £531 balance in cash which I might be worried about now.
I fail to see how a bankrupt company will have the cash to hand over to new suppliers.
My credit was nearly £1000 a while back.
The cowboys who achieved that (EON?) wanted to increase my direct debit from £172 which galvanised me into switching. First Utility kicked off at £140 pm but got it down to about £100 pm before selling out to Shell Energy! Shell got it down to £43 pm and I was very happy with them. That price was for 17 months based on £900+ credit.

They had a price rise recently (an Ofgem rise) and it looked as if I was going to be paying over £200 pa more than Scottish Power - so I reluctantly dumped Shell - got the refund from them - and have a fixed price with safeish? Scottish Power. Shell might be too, and I won't hesitate to return to them in future. I could not make sense of the numbers because they kept reducing my payments but their price per unit was definitely going to higher than Scottish Power's.

Sorry , I was really posting to pat TG on the back! I don't know if European gas prices might affect African prices , but if they do , how good is it that we are not locked into the price that Sekaname and Tlou may have been committed to, had the PPA's been completed a few years ago?

TG is so ahead of the game and I don't believe it is luck rather than judgemant , I think he has been so unlucky so far - but if the gas price doubles in Africa, surely funders galore won't want to hang around? Higher gas prices will probably affect the Hydrogen price too?
And high Hydrogen and Gas prices will make Solar more competitive ..... the only way is up!

I remember saying I was concerned elephants might trample over the solar panels and was shot down , by MM I think?
The nearest elephant in the wild was hundreds of miles away in the North from memory!
I think I said Lesedi was between a South African safari park, and the one in Botswana, and came up with some reason why they'd want to visit each other - a trunk call?

Just have to hope they don't hear Tlou has a lot of water - if their trunks will reach the depth of our water. Time to walk Poppy, not before time did I hear!

e minimum clearance distances o powerline are as specified:
Voltage (kV) Minimum Clearance Distance (ft)
Up to 50 10
>50 to 200 15
>200 to 350 20

* is not explained in
https://hsewatch.com/powerline
>350 to 500 25*
>500 to 750 35*
>750 to 1,000 45*
>1,000 determined by the utility/owner

It occurs to me that TG may be in the Mr Bennet's position when Mr Collins asked for the hand of Lizzie! Lizzie being Hydrogen (his favourite?) , whilst he prefers a suitor for his other daughters , CBM or Solar power. With Darcey in place, finding suitors for the others looks easier!

TG is spoiled for choice with
1. CBM extraction
2. CBM usage for electricity to the grid , Serowe
3. CBM supply via a pipeline (Orapa)
4. CBM electricity supply for Hydrogen plant (blue hydrogen)
5. Solar panels installation
6. Solar power for electricity to the grid , Serowe
7. Solar power supply for Hydrogen plant (green hydrogen)
8. Hydrogen and Carbon retailing
9. Hydrogen to produce electricity for TLOU usage on site.

Of those half are bound together in delivering electricity to the grid 1,2,5,6.

Why the analogy? well some of us are proud whilst one or two others are decidely prejudiced!
i.e. The TLOU most of invested in when we bought our first shares.

3 . Is an offshoot of that TLOU which I believe was created with TLOU in mind

4,7,8,and 9 expand TLOU into the new TLOU which imho looks to be achievable before the Serowe target - sticking with TG's intention of starting small, with ever-increasing income making rapid expansion self-financing to some degree! i.e. limiting the number and amounts required from share placings.

Great post mfm, though I honestly have not read Moron's latest posts.
LSE share news showed a counter of 1 yesterday, gone this morning! I expected to see a a simple statement that TLOU had issed an RNS. but was pleasantly surprised to find this .... sums up my understanding of the important points very well, imho....

"
(Alliance News) - Tlou Energy Ltd on Friday said it is developing a hydrogen strategy to complement its Lesedi gas-to-power project in Serowe, Botswana.

The southern Africa-focused exploration and development company said it is well-positioned to produce hydrogen from different methods. Methane for carbon and hydrogen, readily available water for hydrogen and oxygen, and solar power to drive the process, Tlou said.

In addition, the company said it is in ongoing discussions with a number of parties in relation to a USD10 million project finance package for the initial phase of the Lesedi project which includes construction of transmission lines and sub-stations.

Once a project finance package is in place and it is commercially prudent, work on the transmission lines and sub-station can be conducted, Tlou said.

Tlou Energy shares were trading 3.7% higher in London on Friday at 2.70 pence each.

By Evelina Grecenko; evelinagrecenko@alliancenews.com

Copyright 2021 Alliance News Limited. All Rights Reserved.
"

Thornback, the "tantalisingly close" statement came soon after Mr Lefoko Moagi was appointed , and I defy anyone to say they were not impressed by his whole demeanour soon after he took office, and for a good while into office.

He has said and done things that have had us thinking the boat had turned. Little did we know it was turtle fashion, and neither did Colm! He knows as well as anyone that Lefoko is not an island, and the government is worse, and he has not made the same mistake again. Making a mistake is forgiveable, and I bear no grudges , but if the same mistake is repeated over and over again, it is a different story. Lefoko is probably as disenchanted with his bosses as we are.

No doubt the Govt will pull its finger out on the very day Syn have an important announcement on the prototype - little Tommy Tuckers! Thumbs not fingers perhaps! Finger doesn't rhyme with plum!

I am sure TG raised that cash to put up poles and wires - but, as the volcano in La Palma proves, the best laid plans of mice and men can be thwarted!

I think Synergen Met came up with a mind blowing proposal when they saw the potential for a gas flare and small generator a la Selemo - been there done that! The timescale to, albeit small, production really looks to good to be true at very limited expense to Tlou.

TG cannot make that view public (if I am right) for fear the BG will get the hump - we can see what they are like whilst they are onside, if they tried to hinder us .........?????

We do not know if Synergen will live up to expectations so TG is wise to keep the dog in the stalls!
Keep his trap shut! I still have every faith in him, fwiiw!

I think we can safely say progress is slow.
I'll set aside the view that TLOU may be buying time for Synergen Met whilst hanging on to funds for a further 6 months after raising them for poles/wires in good faith. Times change and now it seems very possible that Hydrogen production could beat CBM electricity production on timings and cost!

What do TLOU and the BG have is common? Which TLOU director is drawing his full salary?
Are the BG drawing their full salaries? Do any of them earn those salaries?

I suspect we are suffering from Manyana in Botswana.
Botswana's manyana is not a day to day process thought, they follow the months or quarters basis it seems! I reckon TG knew this , hence he brought in GG to accelerate the process with his insider knowledge. He may have been mistaken there, GG cannot beat them, so he may have joined them while picking up full salary.

Some have asked why he does not buy shares - manyana is the possible answer?

Refuelling times for Hydrogen compared to electricity are the key.
I cannot see "Flight Refuelling" based locally being interested in linking up in-flight for hours on end to refuel a plane - but , they can do it for aviation fuel , and it is not seem a huge stretch of the imagination to do it for hydrogen.

If electric does become the leader , Premier Inn might finance it, they'll be able to do B&B for drivers at Le Mans while their car is recharging.

I have received two messages from Billswitch tellig me I may not be on the best tariff for electricity!! Both times I clicked to see what they had to say - to be told "thank you for listening - you can expect a call from an energy company!"

It would be great if both times it was not my current supplier :O(
Never heard from them last time, so it might as well be Tlou :O)

"They published their website around this time last year and not much appears to have changed since, other than press releases from Ministry saying they are committed to CBM and their Preferred Bidder status award.
Are they chugging along quietly in the background? Are they maybe even the real Drivers of CBM progress in Botswana, since clearly Tony and team are not."

*****************

Yet when TG does not post an RNS in 3 or 4 weeks, it is because a civil war is brewing, there is no market for hydrogen, they have discovered the wrong sort of gas, some other African country is about to produce enough electricity for themselves and Botswana despite only an announcement they have a plan, like the Italian job?

MM and myself and others look for a good reason, same as you did after 1 year at Seka - it did not occur to you that they have achieved SFA in that year - and you call us all the names under the Solar energy!

You are definitely filter Moron - but when I use my search engine it ignores filter and sometimes your posts appear - like a recent one!

Here is an example of your Sekaname support , plenty more no doubt but I cannot be arsed to look futher!

"Interesting report from 2013 above. Long list of companies mentioned in the report at the back. I am increasingly wondering if Tlou’s silent CBM competitor is cranking things up for their project development. They published their website around this time last year and not much appears to have changed since, other than press releases from Ministry saying they are committed to CBM and their Preferred Bidder status award.
Are they chugging along quietly in the background? Are they maybe even the real Drivers of CBM progress in Botswana, since clearly Tony and team are not.
LSE guys all claimed in 2017 that Tlou was 2-3 years ahead of Sekaname on environmental approvals and licences etc. Well here we are 3 years later - what has Sekaname or Kalahari Energy been doing in the interim?
Tlou are going for 2mw scaling to 10mw; Sekaname are Preferred Bidders for 97mw.
Is the much vaunted and self promoted ‘most advanced CBM company in southern africa’ (who are struggling it seems with first commercial flow rates) about to be usurped ...
Are Sekaname also awarded a temporary PPA; do they even want one. Friday afternoons at the Bush apparently are a great source of information on progress."

The link was this
https://www.prnewswire.com/news-releases/the-coalbed-methane-cbm-market-2013-2023-204098251.html

It is fairly obvious why the whole world are "consumed" with you, moagi , most of them ate you?

You'll have to write you memoirs how you only had ne or two loves in your life , but wasted all your years on another for whom you had little feelings!

Kenmare and Sekaname, or others containing an anagram of "name" and "ke" versus Tlou.

My Sudoko solver seems to work , now I have to link it to the web page and extract new puzzles!
Something that runs under Windows and Macos is my next problem. Excel on Mac is missing loads of libraries that exist on Windows.

I just love problem solving! I ate to be beaten!

Concrete blocks and athletics are not great companions , a companion set? , Appi.
TLOU have been set for years, and the starter fired his starting pistol months ago - however the concrete was set as well by then!

Couldn't buy my Luton ticket online , so had to call the ticket office and they put my card details through there - saved me a £3 transaction fee!
Not only that but my 3rd purchase brought forward the date I can buy Blades match tickets, so I repeated the exercise! The girl was confused because the seat I was offered online is in the press box and should never be on sale!

Small beer £3 , in several senses , but a massive 120 shares at today's sp!
Always look on the bright side ....

Whizzer will think it is comical no doubt.

I reckon Jodie and Stephen will clean up at every awards ceremony. Villanelle and Sarah could not be more different characters. Brilliant in both.

It is anything but a comedy - for most of us!
Channel 4 and All4.

Smallfry, it works differently between LSE and ASX.

LSE decide upon buy and sell using the theoretical mid point of the spread compared to the 'theoretical price of the trade".

I'll return to theoretical bit, but, in essence, they compare the trade price with the mid point , low is taken to be a sell , high a buy , matching is unknown!

Theoretical is down to trades on LSE being treated as a single transaction against a single spread, whilst part-fills can be at varying prices and once the lowest price is exhausted, the spread will rise accordingly.

LSE probably use the weighted-average as the trade price.

ASX treat part fills as individual transactions in determining buy/sell status!
So one trade can be reflected as a mixture of buys and sells, with the lowest price rising in parallel with the low end of the spread. The closing price in ASX is the value of the final trade (or part fill), whilst LSE use the average of the spread or the last Uncrossing Trade which is often outside the spread?

Weighted average?
Say 500 shares are available at 2.3p , 800 @ 2.4p and 2500 @ 2.5p with loads more at higher prices. Also, say you want to buy 3000 shares at a limit of 2.6p!

The cost is actually 500@2.3 + 800@2.4 + 1700@2.5 (totalling 7320p) , and leaving 800 free @2.5p - the new low end of the spread!

The WEIGHTED average is 7320p / 3000 or 2.44p less than the mid point of the defunct spread 2.3p upwards? And spread is now temporarily 2.5p upwards.

Hope that makes it clearer Smallfry.

Great news! I emailed a guy in the ticket office personally and he has just phoned to say he has reserved a seat for me for Luton after they had a few tickets returned!

I am a happy bunny!

Good spot No Easy, but it looks like has hardened up of late.
I thought I might get him to post something about Danny but perhaps he does not even bother reading these pages any more. Hopefully because he is too busy juggling poles, wires, hydrogen etc..

Notified this morning that Luton Town match tickets are available to me , and when I logged on they are all gone! Not until the 25th , a bit different to the old days when there was only 4k of us going!

I only have two loyalty points which buys me a few days before they are on general sale so it is catch 22 - if you cannot get tickets then it stops you getting further tickets! I wish they'd turned away my money when I bought shares in the Community Club that they folded up!!!

No easy, I was not suggesting TG is actually ill, but if he is in a vulnerable group (medical history) then he may have to be cautious about exposure to other people, so working from home perhaps?

Whatever the reason, I am not used to being in the dark for so long. Unless the clock watchers are getting to me? I forgot to take my tablets on Tuesday, though I doubt one missed anxiety pill would make a difference.
It is 6 weeks since an RNS, possibly not that long in reality.

I hope you are right No Easy - but how many Australians are working normally in their severe lockdown? I am normally extremely patient , and can see the story from his side as well as ours. But the black-out surrounding Danny Horne makes me wonder why? Surely he has something to report on dewatering, gas flows , prospects for Syn , Orapa progress , number of staff wavaiable at Lesedi etc .... like I have said before no news is newsworthy - at least the anticipation is satisfield to some extent.

Poppy has been good as gold again - left her at home alone from 7pm to about 10:30pm to see Bournemouth go joint top of the Championship against an in form QPR - motm was the Cherries' keeper Travers who kept everything but one out of the goal , against the odds, several times! Everybody but me stood up in the dying seconds when I thought QPR had equalised! I asked a fan outside the ground how they never scored and Travers apparently made 3 saves in quick succession! The icing on his performance, but Scott Parker seemed to want to defend a 2-1 lead wheras Eddie Howe might have gone for a 3-1 or more win - attack is the most attractive form of defence for me! He took off Brooks , our playmaker,a nd brought on Pearson , more of a strong arm type! QPR did not go for it we both expected - but the proof of the pudding is joint top - so churlish to complain!

Luton Town next up at home - if I can get a ticket - parkedright next to the ground in the same place - saves a 20 minute walk from my usual car parking - and getting away after the game on the motorbike is a joy! And it saves a few quid on beers that I don't buy when motor-cycling!