Member Info for BradSmith

Kala are very reserved when it comes to talking about Tlou , and no doubt expect that to be a mutual arrangement.

Colm is in an uncomfortable seat, I fear. He cannot say one word about Kala's interest free funding that is celebratory for fear that it upsets them at being taken for granted. I am trying to recall where I saw that statement about one generator each which is a 100% certainty. Colm could have said it but bearing in mind the sensitivity, would he?

The words were not mine, the word used for TLOU's purpose in this escapes me .. . it inferred logistics, infrastructure, domestic use - I am trying to think whether I looked up the meaning but it was an everyday word they used, I think.

It was connected to the site e.g. housekeeping?

I've started so I'll attempt to finish begore 5:30 when Cherries are at home to Liverpool. The match I did not get a ticket for!

I missed the notification from the club telling me they were for sale and it was sold out by the time I realised!!!

Winni , this , from Decemver 9th, is consistent with what was planned imho.

"Tlou Energy Limited (“Tlou” or “the Company”) is pleased to advise that, following significant global shipping delays,

the generator for the Kala Data Centre has now arrived in Botswana. Transport of the unit to Tlou’s Lesedi project

site is underway and is scheduled for completion in the coming weeks.

Upon arrival at Lesedi, the generator will be installed adjacent to the data centre facility and integrated with the

gas gathering line connected to the Lesedi 4 production well. The generator will then be tied into the data centre

infrastructure. Following installation, commissioning, and final operational checks, the data centre will commence

operations"

Kala definitely said one was for them and the Data Centre , and the other was for Tlou for local amenities (e.g. lighting, heating, colling, pumping and sucking) and I imagine for testing the Serowe grid link. I think you'll be right in thinking gas flows will exceed our expectations. Many of those were based on wells #3 and #4. #6 is most likely to produce the strongest flows , and , based on lessons learned from #6 , #4 has been improved. Years of dewatering #3 and #4 has hopefully been a major factor in #6's better flow rates. Whether the flows will suffice to power both generators simultaneously is anyone's guess. Probably not but keeping the supplies independent of each other makes sense because that will be the staus quo when both companies go into production.

Willl they have a diverter for the gas? 0-100 and 100-0 percent on each feed? Combining the gas from #4 and #6 and splitting it as required is most flexible. Especially if the profits very much favours one of the generators.

Should have turned the page , page 2 has lots of replies including a couple of broker details.

0.5 Botswana pula (BWP) is approximately 0.0277 British pounds (GBP) based on current exchange rates.

Selling at that price would be profitable but looks too complicated for me.

BSE news is available here https://afx.kwayisi.org/bse/ but I cannot see how you view responses to the user forum.

I did see that you can only sell through online brokers which leaves me wondering if ASX:TOU shares can be sold through BSE if you cannot buy online??? That Q/A post suggests responses are appended I suppose - no appendage no reply.

Y'all, I think it might be an idea if we are posting to particular members that we state who it is intended for.

Having seen the green slime posts on my Power Query exploits, it now looks like Winni was aiming his post there and not at me.

Power Query is great once it does what you intended but I created a function which detects how many pages exist for any share on it's default pages. I finally got it working but it took so long to get a working version.

They use DELETE and REMOVE in difference contexts and that is just for starters.

TLOU now has 727 pages with only 3 posts on Page 727t earlier..... one of which was Tidd83's post from earlier.

Prophecies are the future - history is the past. Most of my beliefs are historical and my interpretation is based on TG being totally honest with his prophecies. Where they fell short , I believe, there are mitigating circumstances. Mitigation rarely enters TG's critics heads as far I am concerned. With hindsight perhaps TG would have explained exactly was was being dumped , and what was replacing it. But he let us form our own opinions rather than teach granny how to cook eggs.

I think that may have been a mistake tbh?

TLOU failed to complete projects that were abandoned. Each one was replaced with a more elaborate plan - adding in a 100Km transmission line from scratch across desert and into Serowe was going to be a long-winded extension. And then the gas that was going to be bottled had to be employed to power new generators to standards set by BPC so they could adopt the line.

As if that was not enough, it had to be done with lockdowns everywhere and little chance of a successful placing given the hardship that shareholders were undergoing due to Covid related problems. Almost miraculously TG got the TX to Serowe some time ago. We now await the substations at each end and generators at Lesedi to be commissioned.

The broken promises that Donkey objects were made before the project changed. Even now we are unsure what is coming!

Not a year has passed since the new partnership was borne. We still do not know how the Lesedi #4 and #6 gas will be shared between Kala's business and TLOU's. Both need to be assessed with current gas flows to see which is going to be most profitable in the short term. And the silence many of you complain about is due to no promises being made as to which way it will go. If Kala is more profitable then TLOU will be funded for repaying the interest free loan at 75% of their share.

But if the PPA wins we need to know what agreement we will come to repay Kala?

So we have to wait , not very long, perhaps weeks rather than months, to see the result from Data centres and from the Mw we hope to deliver to the National Grid. That is fairly simple - bung the gas into a generator and see what power we get out.

Same is probably true for Kala - but will they want to feed their generator and their Kala kit?

Identical generators ought to make a lot of it very predictable? All will be 1.35Mw in the first phase, but I guess that may be reviewed once there is a surplus of gas for the generators?

Donkey ignores most of the above but I don't think TLOU there are many promises for TLOU to adhere to currently.

But more importantly I think most of it should be apparent.

If TG was the only player in town , would Botswana have treated a PPA so urgently? TG always thought Botswana need more energy than TLOU could supply (room for competition were his feeling on CBM) so we could sell every Mw we could produce.

And if we produced too much for Botswana then we could sell to other countries - but that was unlikely.

If Donkey was always right then I'd agree he is a right idiot. He doubts the Government is stable, that Covid affected Botswana, that TLOU were ahead of Seka 100%, and his civil war is taking a while! Perhaps they are waiting for a stable power supply from TLOU to fuel their all electric tanks etc 😮 You could not make up his crazy ideas without drugs.

"tidd83

Posts: 13,414

Price: 12.25p

Strong Buy

RE: re: 500,000 new shares ...to whom? 4 Dec 2017 16:54

Let’s be honest firm 10mw with optionality for remainder is transformational. Who else is going to get after the other 90mw before Tlou? They already 3-5 years ahead of the curve."

That tallies with my thoughts and MM's. We never saw Seka as being a serious rival and history has agreed.

They needed the PPA to persuade investors to back them - without it they were definitely going to back out.

And TG was reluctant to accept a PPA that might commit TLOU to 2010's prices in the 2020's because they were certain to increase. Until the PPA was cnsidered , progress was sweet. Then it wasted , imho, 2 years undergoing 2 tender reviews from each party. The price of 12.25p reflected how close bottled gas was.

But the PPA changed focus away from bottled gas and on to TX lines across 100Km and the convertion of gas into electrons.

2 years on the revised PPA, then Covid lockdowns which scuppered the options placing and introduced funding problems, and when we got back to work the dewatering issue had not been resolved it seems. And watching 12.25p become less than a penny was a monumental switch! mental!

And now are into AI on top of CBM and Solar power , Gas to Kala , and power to both Kala and BPC,

BPC price review gives them hope of dropping or maybe killing subsidies on electricity prices. Cannot see the subsidy dying because the consumer price would need to double and it is hard to envisage that being feasible. But the cost of CBM power ready to use, compared with paying enormous imported diesel prices which then need to be converted to electricity, will make the subsidy savings very considerable. And all of this is greener as a bonus.

But to reduce the reliance on diesel we need a lot more than 25Mw and Solar from other companies. Higher capacity poles and wires are needed to accommodate increases in CBM and Solar power to Serowe.

Number one boy - Donkey would have liked that username.

I assume you have spotted the lack of sp and rns etc since year end of 2025.

In 2013 TOU joined the Australian exchange as a new company,

In 2017 TLOU joined the London Stock exchange on AIM.

London South East opened these pages for LON:TLOU , but at the end of 2025 , TLOU delisted on AIM (LSE), and this site has retained the chat room so far.

We are also on the Botswana Exchange, mainly, I suspect, for the benefit of the Botswana Pension Fund who are one of the top 3 shareholders by numbers of shares. Not sure what the rules are for them but it does not matter if you don't live in Botswana I am guessing.

Australia have a chat room for TOU or TLOU , the names are used in different places to add to the confusion that is TLOU Energy

It is on Hot Copper and contains everything since 2013 with RNS being called ANNOUNCEMENTS.

https://hotcopper.com.au/asx/tou/discussion/

should get you there, but I wish you good luck with it - I find it difficult to navigate!

What I did discover is that you don't see all the posts , just 1 , if you are not logged in!

So I opened an accouwhich nt to see the full threads. LSE web pages are more user friendly and a few of us still post here ad nauseum in my case. There is a filter if my diary is too much for you. And there is an ignore on Hot copper!

On LSE they show filtered post with a green font , on Hot Copper they show nothing of posts but the Username is still shown if it is the original author or the last person to respond on each thread.

You probably know much of that but I try to be helpful.

LSE are terrible - you cut and paste and see less than 2000 characters counted! Send and it is truncated?

Never looked at Notepad editing features but I really like what they did here.

Overview of Ford Motor Company Developments

- The Ford Motor Company has a long history filled with important innovations and milestones since its establishment in 1903.

Key Historical Developments

- Early Innovations

- Founding: Founded on June 16, 1903, by Henry Ford and his partners.

- Model T Launch: Released in 1908, it transformed the automobile industry by making cars affordable for the average American.

- Assembly Line: In 1913, Ford introduced the moving assembly line, cutting production time from 12 hours to just 90 minutes.

- Expansion and New Models

- Lincoln Acquisition: Ford purchased Lincoln Motor Company in 1922, entering the luxury vehicle market.

- Recent Developments

- Electrification: Ford is currently concentrating on electric vehicles, including models such as the Mustang Mach-E and F-150 Lightning.

Additional Notes on Tlou Energy (ASX:TOU)

- January 6, 2013: Achieved peak gas flow rates of 395,000 cubic feet per day during production testing of the Selemo Pilot in Botswana, aiming to sell bottled gas to dual fuel power plants delivered by truck.

- January 2017: Generated first power from CBM at the Selemo project in Botswana after installing a gas generator, with the goal to generate electricity onsite, build a transmission line to the Serowe grid station, and supply green power.

- November 2019 onwards: Tlou began winding down operations on Lesedi wells #3 and #4 for economic reasons; Botswana's lockdown ended May 8, 2020, with restrictions easing thereafter.

- May 2020 onwards: Revived wells #3 and #4 before starting drilling of new well #6.

- November 2023: Well #3 suspended, well #4 improved, and well #6 introduced; first gas surfaced from the newly drilled Lesedi 6 pod, marking the fastest time from dewatering to gas production in Lesedi; Lesedi 4 pod dewatering progressing as expected.

- January 2025: Kala discussions resulted in Tlou producing gas for a Kala trial.

- March 2025: Successful trial led to a partnership agreement, considered a pivotal moment akin to a Jaguar takeover; the goal became securing a power purchase agreement (PPA) for 10MW for Serowe with interest-free funding and a share in Kala's data centre. Kala holds priority over the PPA for gas or electricity needs, provided Tlou’s share of Kala’s profits exceeds those from the PPA.

- Capital borrowed will be repaid from Tlou’s share of Kala’s profits, interest-free for as long as necessary. During this period, repayments will be split 75% and 25%. Tlou incurs loss of income from the PPA due to Kala’s demand for gas or electricity (CBM power and/or solar). Gas flow increases are needed to meet both objectives, and solar power is being considered while Tlou boosts gas production.

Overview of Ford Motor Company Developments

The Ford Motor Company has a rich history marked by significant innovations and milestones since its founding in 1903.

*** Tlou IPO on ASX 2013

Key Historical Developments

Early Innovations

Founding: Established on June 16, 1903, by Henry Ford and partners.

Model T Launch: Introduced in 1908, it revolutionized automobiles by making cars affordable for the average American.

*** Tlou Energy (ASX:TOU) 6th Jan 2013

has achieved peak flow rates of 395,000 cubic feet of gas per day during production testing of its Selemo Pilot in Botswana.

Goal = sell bottled gas to dual fuel power plants - deliver by truck!

Assembly Line: In 1913, Ford pioneered the moving assembly line, reducing production time from 12 hours to just 90 minutes.

Expansion and New Models

Lincoln Acquisition: In 1922, Ford acquired Lincoln Motor Company, expanding into the luxury vehicle market.

*** Tlou Energy (ASX:TOU) Jan 2017

Tlou Energy said June 20 that it generated its first power from CBM at its field in Botswana following the installation of a gas generator at the Selemo project area.

Goal= Generate electricity on site, build a TX line to Serowe grid station, and deliver GREEN power.

*** Tlou Energy (ASX:TOU) Nov 2019 onwards - TLOU winding down for economic reasons, on Lesedi #3 and #4, until

The lockdown in Botswana ended on May 8, 2020. Subsequent restrictions were gradually eased as the situation improved.

Recent Developments

Electrification: Ford is currently focusing on electric vehicles, with models like the Mustang Mach-E and F-150 Lightning.

*** Tlou Energy (ASX:TOU) May 2020 onwards - TLOU revive wells #3 and #4 before starting to drill new well #6

*** Tlou Energy (ASX:TOU) Nov 2023 #3 suspended , #4 improved and #6 introduced

First gas to surface from the recently drilled and completed Lesedi 6 pod

This is the fastest time between starting dewatering and first gas in Lesedi to date

Lesedi 4 pod is dewatering in line with expectations

*** Tlou Energy (ASX:TOU) Jan 2025 Kala discussions culminate in Tlou producing gas for a Kala trial

*** Tlou Energy (ASX:TOU) Mar 2025 Successful trial results in a PARTNERSHIP AGREEMENT.

IMHO OUR Jaguar takeover moment? The GOAL becomes a PPA for 10MW for Serowe with funding , interest free , to get there!

AND a share in Kala's Data centre. Kala has priority over the PPA, whether that needs gas or electricity, PROVIDED Tlou's share of Kala's profit exceed those from the PPA!

The capital borrowed to be repaid from TLOU's share of Kala's profits - interest free for as long it takes. During this process repayments will take 75% and 25% is payable. It costs TLOU the loss of income from the PPA due to Kala's demand for either gas or electricity (CBM power and/or Solar) . Gas flows need boosting for both goals

Solar Power is being considere

Since then Covid lockdown closed progress , but we survived several years of economic hardship, and introduced Lesedi #6 and an improved #4 based on techniques at #6 , whilst stalling on #3. And Minister Moagi , during lockdowns , went out on a limb to grant us a PPA for 10MW , from 2 or 3 MW, which caused the excitement in May. I suspect that looked fishy on the timing but I don't accept TLOU wanted it at all. 2 or 3 MW was enough for TG but he went along with the 10MW rather than kick a gift horse in the mouth. And then Kala agreed to fund us interest free in return for our gas or electricity , and use of our amenities for their Data centre and our provision of Solar energy for both or either Kala or BPC , in a new version of TLOU Energy which is more ambitious than previous versions. Ambitions that have grown in response to the ever present hindrances over the last decade. And shares are less than a penny! Red Hot shares imho!

Https://www.proactiveinvestors.co.uk/companies/stocktube/13412/tlou-energy-considers-rfp--all-but-approved--and-now-ready-to-go-at-lesedi-13412.html

If anyone doubts what a killer Covid was, the excitement on May 20th was massive. 6 months later we were planning how to survive lockdowns and illness. Tomcorvid was one of my favourite posters but so many familiar people posted on the 20th.

Talk of 20% to the two protagonists for 100Mw and Seka wanting the remaining 60% was interesting. 3MW and 97MW eventually was better than 20MW and 80MW for TG., and massively better than a 50-50 split that was widely expected.

I always thought that Seka would never reach their PPA so their 97MW would be TLOU's eventually. And the price at the various increases would continually rise since expected 2016 prices.

You picked a good criteria to investigate MFM , it was all action on May 20th 2019.

Tidd's last tlou post was on this page

https://www.lse.co.uk/ShareChat.html?ShareTicker=TLOU&share=TLOU-ENERGY&page=596

You can search by username without being logged in but editing the url for page number works differently.

I enter page 1000 when logged in , and it responds with page 726 on Tlou.

But that does not work for guests. I used Winni , and saw his total pages were somewhere above 80 when divided by 25.

I stepped through and found he has 99 pages.

I use AI with PQ-M to find functions etc and I often type PM-Q in error? I get Prime Minister's Qyuestions back which I find amusing gor some reason. I had a habit of entering GpT instead of GTp (Bots on Hot Copper) until I associated him with Great something beginning with p 😮

You'll find a Tidd83 post on TLOU on page 726. Click on next , and edit the URL rather than the agony of moving through the pages a few at a time.

Tidd83's history is a load of other stocks so his personal history is hard work to find TLOU specifically. For some reason his history is incompatible with Power Query and aborts. My history does too after a reboot , so I have to logout of LSE and then login again to get it working. So it probably realises it is a bot accessing their data and restricts you to your own pages and the full set of share posts which does not require you to be logged in but is read only, no replies! I'll test that in a minute to see if it is true. But Donkey is not filtered so not a recommended viewing style.

Steel, the sp was settled at 5p+ until a special placing, excluding 4.4p fixed price option for 2 years, made at 3.5p for a quick turnover (24h) was greeted by derision by the sort of shareholders who want to buy today at 1.5c, my average Steels, 0.75p!

Covid put paid to the 5p threshold and therefore the 4.4p options and created the demise we have suffered until TG and Kala got their heads together in Spring of 2025!

Within a year of that partnership agreement TLOU will have borne fruit imho.

As soon as Kala tell us how much the Data Centre is potentially earning from the limited gas flow and Tlou inform us of the same on the PPA, the price will surely top 5p imho.

That is just the start - I reckon Kala earnings will be higher than the PPA agreement so we won't be able to generate much, if any, as CBM gas power electricity for BPC on a 24/7 basis. BUT Solar power will give us daylight hours power for both partners and that may be enough to prepare the infrastructure for the day when gas flows from Lesedi are mastered and we go to 24/7 operation, and the record price of 17p is surpassed.

Whoever holds Donkey's IPO shares at around 16p will be in profit on those shares.

TLOU always knew they'd face gas flow expansions once the distribution lines were connected. We are where we were a decade ago but with a far larger business than we ever expected then. If Data Centre profits exceed PPA then Solar alone will probably raise the sp greatly upon news of that. Pension fund buys at 11p will become profitable imho.

TLOU fortunes have changed - the options at 4.4p(LSE) and 8c(ASX) were a brilliant and generous idea though dilution would have resulted from that process. Soon the dilution will be far less if we seek to have more placings because fewer shares will be needed to achieve the target amount. Imho we will prefer no interest funding from Kala , and so will Kala!

If we increase production then Kala prospers from the extra gas or electric we need for our customers.

I envisage more machines for more drillings. Excitement mounts!

I think I mentioned that my son liked Tidd's posts , but seeing the list I think it was Hejhog!

I liked both posters. Olda's two names came up, as did TheKenner.

Hopefully my workbook will outlast LSE store of Tlou messages.

Posts for your shares will be there too. Next I'll create an index to all the available epic's available.