Member Info for BradSmith

Whizzer, if you need proof that Covid is the HUGE problem , then look at the October Rugby League World Cup, due to be played in the UK, not unvacced Botswana.

New Zealand and Australia have pulled out, the equivalent of all Premier League and Championship teams pulling out of the FA Cup. Those two have won every World cup since 1975!

I’d put my money on the first two guesses being the extremes.

I had to smile when I saw SB entered and flagged his post as NO OPINION :0)

MM was predictably Strong Buy but at 8p in August I reckon at his price there might just be a few big sells.

MM expects progress on Hydrogen or Solar,Hydrogen and poles, or Orapa or Lesedi gas flows and poles/ wires commitment.

SB expects no progress on anything and bad news on dewatering and funding?

I’m in the middle so 0.1p below my break even point. Ignoring that 3.1p but 8p by Xmas.

Some posts refer to the low sp as if it is an indication of the price!
A better indicator is the option price of 8c or 4.4p available until mid 2022.
That price was clearly expected to be an absolute bargain basement price,
to encourage us to take up placing at 4p.
Imho, it was and probably still will be, covid permitting! So why is it in the 2p's?

An analogy is pubs! If your local landlord with no beer and closed doors during covid, told you he was accepting advanced orders for pints that will be forthcoming at some unknown date in the future , how much would you offer him?

If we say the price of a pint is £4 would you offer £3, £2, 50p , 25p, 10p, or maybe 2p?

If he goes broke it will be lost money!

From my only trip to a pub since Covid, Over £4 for Doom Bar , not my favourite the price of beer has risen in reality but how many of us would have turned down the landlord's deal?

Too many shareholders were stupid enough to believe the reducing offer prices and panicked when that price dropped below 4p. Loads of sells ensued BUT the price of beer was always higher than pre-Covid!

Moron is obsessed with 2p and 1p - that should be enough for you to know your money is safe! The price of beer is going to rise significantly if we can consolidate plans for Solar, Hydrogen and the possibility of a pipeline to Orapa!

And if Aliko Dangote gets involved in funding at zero interest rates due to his religion , I reckon beer prices will make it cheaper to drink spirits! He has to expand his businesses to progress and that could freeze the number of shares at 600M , plus his percentage of TLOU however that transpired. With him onboard all the options could be adopted sooner. But he isn't the richest man in Africa by luck, so whether TG could work with him is a question. The prospects at TLOU look so attractive he might even want to buy us out! If so, victory number 3 may be closer than we think!

I HAVE ABSOLUTELY NO REASON TO SUPPOSE ALIKO IS INTERESTED OTHER THAN HIS EXPRESSING AN INTEREST IN BOTSWANA AS A POWER SOURCE IN AFRICA LAST YEAR. i.e.

https://yourbotswana.com/2020/11/04/billionaire-aliko-dangote-sees-opportunities-in-botswana-nigerian-official/

London SE, I used to live in SE11 when I worked in the smoke, please do take a look at mrm in his original guise from ADVFN and you will see just irrational he is.

"donkey40
3 Jul '21 - 23:42 - 9062 of 9063

I think the problem Aussie or UK/ European investors have with Tlou / Botswana / Africa is we allapply our type of logic to the investment proposition there..........

..........
CBM had its chance. It had its day and well we all might find that that opportunity had passed by. I sincerely hope not! But one thing is for sure sure - CBM is not going to take over the next energy feedstock supply source in Botswana. The opportunity to make serious money has probably passed us all by; we should now focus on getting our money back as best as possible."

In truth, CBM has all the potential it ever had! The demand is still there, and with the demise of Eskom in S.A. probably even more so! We just need the gas flows to rise as they expected to once dewatering at Lesedi completes , and Covid restrictions to allow us back to work , and TLOU will fly!

What has changed is we have 3 airports to fly from. CBM as planned , Solar as planned , and Hydrogen , new kid on the block!

The PPA for 2Mw looks likely to be the priority alongside the resumption of our deal with TX lines and posts contractors!
A switch to Solar and the Tx contract remains high priority.

If CBM via pipeline to Orapa falls our way seems unlikely in the short term, and Hydrogen maybe in that camp.

Hydrogen vehicles and service stations look a few years away. The pipeline is 149Km compared to 100Km for the Tx wires so my money is on TLOU honouring their contract and 2Mw , or 10Mw , to Serowe will restore the statys quo to pre-covid!

We have the reserves to start the Tx wires within a sensible period - during which funding up to $10M (2Mw) or $30M (10Mw) will see us prepared for 48MW or up to 169MW if we use a full 6 wires approach.

Financing makes sense - I assumed the developers were Chinese from the moron's post - but he has not even got that right!
PhD in misunderstanding was well earned!

Marubeni Corporation and Posco Energy are Japanese and Korean respectively - so charity is starting at home for each of them?

Poppy has thrown up several times in the last 7 days - I thought she was gulping her breakfast too quickly so I stopped mulching her sardines and biscuits and went back to whole sardines with success for couple of days!

Today on the way home she threw up again so I'm wondering if it is Sunflower Oil rather than the sardines because whe was OK on sardines in tomato sauce. She has half a 34p tin so they are very small 2,3 or 4 to a tin depending on size.

Could be the heat and old age (10) catching up with her. She has never been to the groomers for a clip - and her coat is very thick so we look for resting places in the shadow of trees and bushes! I miss the missus all the time,but especially at times like this! Poppy seems fine before and after, so going to the vet seems a wste of time. I'll google poodle or labradoodle.

Overview:

Morupule B coal power plant Units 5-6 (300MW).
The Botswana Power Corporation (BPC) has undertaken a project to expand the existing Morupule B power station.
Morupule B was initially planned as a 600MW power station consisting of four 150MW units.
In 2014 it was announced that BPC was looking to add an additional two units (Units 5 and 6) with a combined capacity of 300MW to the existing plant. This expansion had originally been planned as a separate plant called Morupule C.
The project is adjacent to the existing Morupule A power plant.
Marubeni Corporation and Posco Energy are developing the project and have signed a 30-year PPA.
The Export-Import Bank of Korea (KEXIM), Nippon Export and Investment Insurance (NEXI), Japan Bank for International Cooperation, Mizuho Bank, The Bank of Tokyo-Mitsubishi UFJ and Sumitomo Mitsui Banking Corporation are providing $600 million of the projects cost.

Sam Duke - Editor

and what does moron sum this up with?????????

Lastly, on the 300MW coal station - they say the funding will come from the Chinese… Who was it that stuffed up Morupule B?

QED!

I never followed the link in moron's post, but assumed they were merely bolstering existing Moripule facilities.
Longer term project than I thought - thanks for te wake up call MM. Summary here ....

"Overview:

Morupule B coal power plant Units 5-6 (300MW).
The Botswana Power Corporation (BPC) has undertaken a project to expand the existing Morupule B power station.
Morupule B was initially planned as a 600MW power station consisting of four 150MW units.
In 2014 it was announced that BPC was looking to add an additional two units (Units 5 and 6) with a combined capacity of 300MW to the existing plant. This expansion had originally been planned as a separate plant called Morupule C.
The project is adjacent to the existing Morupule A power plant.
Marubeni Corporation and Posco Energy are developing the project and have signed a 30-year PPA.
The Export-Import Bank of Korea (KEXIM), Nippon Export and Investment Insurance (NEXI), Japan Bank for International Cooperation, Mizuho Bank, The Bank of Tokyo-Mitsubishi UFJ and Sumitomo Mitsui Banking Corporation are providing $600 million of the projects cost.

Sam Duke - Editor"

So Japanese and Korean (South) institutions don't care about green energy!

300Mw from coal is a bonus for a dying industry. CBM and Solar (and Hydrogen?) are all in limbo until an unknown date.

Meanwhile, digging coal in shallow mines is tried and tested and is a dirty short-term (final) solution to providing power that is questionably short from South Africa via Eskom, who will not be polluting the atmosphere as much - and therefore cancel out the unwanted pollution for that 300Mw of coal to some extent?

Some might think I want to kick moron in the teeth - which I do - but not for the reasons you expect - I want him to bite off his tongue. I'm giving my back a rest - and his was the only post. We have created a new ADVFN style board - the very thing I want to avoid!

Eric Molale might have been receiving advice that dewatering could be a long process, there could be an epidemic coming and that the treasury was not supporting the waste of money at BPC - so CBM might have problems hitherto unexpected?

Lord knows what they told him about Kalahari - perhaps they gave hi a few copies of the Panama Gazette?

Whatever - he insisted he needed proof , we never knew whether from one or both tenderers , that they could produce.
If Eric was the useless minister. moron claims he is, Lefoko has not really achieved much more.

We have a 2Mw PPA and words of supports - but not much action. We just need th limbo pole to be raised a bit and the waist line of the dancer to shrink a bit.

He/She could finish my garden for me!

Surprise surprise , I looked up AGI and found this ...

The AGI token is available to trade on several prominent exchange platforms, including Binance, KuCoin, and HitBTC. It's also available on two of the most popular DEXs — Uniswap and Balancer. Currently, the only available trading pairs for AGI are AGI/BTC, AGI/ETH, and AGI/WETH. It is not currently possible to purchase AGI directly with your credit or debit card from any of these exchangeThe AGI token is available to trade on several prominent exchange platforms, including Binance, KuCoin, and HitBTC. It's also available on two of the most popular DEXs — Uniswap and Balancer. Currently, the only available trading pairs for AGI are AGI/BTC, AGI/ETH, and AGI/WETH. It is not currently possible to purchase AGI directly with your credit or debit card from any of these exchange.

And RON is Romanian currency
https://drive.google.com/file/d/1PtIYjUw4qWZiEW3i3YyzS3LnYNN54_-6/view?usp=sharing

I don't anticipate writing about mrmoagi henceforth. From now on he is MORON and any reference to moagi from me is directed, as it always should have been , means Lefoko Moagi the Botswanan minister who is confusing me currently!

The policy on coal for 300Mw at Moripule flies in the face of everything he announces. Far from being a kick in the teeth for TLOU, it is a compliment! For TLOU to be asked to consider mining raw coal at the depth of Lesedi would be an insult to a company dedicated to greener energy from day 1 many years ago! mrmoron lives up to his new title!

I use the filter on you so I don't feel inclined to answer you and fill this board with our exchanges, as we did on ADVFN.
I cannot be arsed with you and don't find anything you have to say worth reading.

If you are losing an exchange you change the subject , and it is clear you like reading my idiotic posts or you would not read them.

I still await your solution whereby TLOU could have taken on funding a few years back. and would now be repaying the agreed installments with nothing being earned. I have had an Open mind waiting for that for many weeks - time to close you down yet again after a few hours. Thay question results from the stupidest idea you have ever seen!

I think you are Open-minded tbh - it goes with having no brain!
I am going to look up Ron Agi - he must exist somewhere - before I referring to you by your Christian names MoAgi!

Calling yourself Moagi was probably as dumb as anything on these pages. I have had to refer to the PROPER one as Lefoko because your stupid username could be confused with him!

Moagi , our lat two posts complement each other!

Now think about them sensibly - which is the chicken and which is the egg?

Mine is surely first - yours comes after - don't reply until you decide I am right!

Earlier abuse of the way the board works is quite plainly down to this chicken and egg scenario!
Not many of us voice support my assertion! Too many support yours!!!!

The 11:16 and 12:15 posts explain perfectly the difference between us - we have argued for years without being able to put our finger on our differences - and there it is!!!! Whizzer's position is also covered by those posts 0 his ideas match yours rather than mine.

We both have O mindsets - yours is Obsessive (cost, colours, doom and gloom) - and mine is OPEN (I see both sides of the boardroom door - TG does too - believe it or not!). He is more desperate to get on track than any of us!

Predicting where TLOU will be once the epidemic stops interfering with working habits is not obvious.

They will surely look at the the quickest route to revenues, and the options to get there.

1. Power source.
a. Solar panels
b. CBM from Lesedi and/or Mamba.

2. Power production and Delivery.
a. Gas to Orapa via pipeline
b. Power station at Lesedi and Tx lines to Serowe
c. Solar ditto on distribution.
d. Power station and Blue Hydrogen
e. Solar and Green Hydrogen

3. Hydrogen distribution?
a. Can Orapa/elsewhere justify enough hydrogen use to build Hydrogen pipeline
b. Tlou transport company - lorries?

4. Blue hydrogen carbon bi-product distribution?

The board have so much to consider, and that list does not include marketing and funding considerations!
They don't need shareholders revolts!

I haven't a clue what prompted your post because it follows another 4 filtered posts!
What is clear is that Whizzer complains if the board do not keep us informed, and does not believe what they say when they do!

They tell us little because they can't predict the future , not even Mystic Meg can , currently!
Once there is clarification on Covid in Botswana, Covid in Australia, dates can be visualised for umpteen matters, Orapa and funders come out of the closet, etc etc we can expect lots of information! And with imponderables becoming ponderable we'll see what rabbits TG pull out of the bag! Until then survival is the name of the game.

The UK is going to have a few months of a rising death rate from Covid to see if with can live with current policy. And we are miles ahead of Botswana ..... I really can't imagine what some of you expect.

There was a quote on a notice board in a school which said

Failure is not the fact that you fell down!
Failure is when you do not get up again!

Makes me think of the Shumba-wumba song and their recent announcement!
Are they avoiding the experience which we have had with BPC for several years by going for IPP status and SAPP supply?

I have never agreed about the importance of a PPA , and Shumba don't either, it seems.

Arrow Energy is one of the two successes TG had btw - Moagi did not shout that from the rooftops.
And having berated TG for him work inthe Hydrogen field, he seems to have done a U-turn there. Waste of time for at least 3 years I think was his begrudging opinion on a future possibility , but I saw he still questions the merits of horizontal drills (they can collapse onto each other) and they are not thick enough? I can think of something that is!

Poppy needed flea treatment, and I found a pack of pipettes of Advantage in the cupboard!. Mrs must have have bought it I guess, I use Bob Martins tablets. I tried to expose the skin between the shoulder blades (the mouth is easier to find) and loand behold she had a blooming great tick nearby. Got the tweezers and was about to pull it out when she puked all over the lounge carpet! this hot weather and long grass is a terrible time of year for ticks and fleas.

Time to watch the front runners tee off in the Open! And then there is the F1 which I'll imagine is being powered by Hydrogen engines a few years down the line. I guess liquid hydrogen is lighter than "The fuel used in an F1 car is a minimum of 87 octane, keeping in line with the requirement that the petrol used must be similar to what you would put in a road car at the pump." ? I thought they used enthanol as they do in speedway! Never been to F1 to smell the cars.

Was shown today before the ‘sprint’ over 100Km as the grid qualifier for tomorrow.

I wish he had seen DTE’s JCB video before attending the school. He said that kids will sometimes see the obvious that so-called adults miss completely!

Imo, and I refuse to concede it is Imho on this one, the logic for the Hydrogen internal combustion engine compared to electric batteries with the biggest waste disposal ever experienced on earth is 1000% positive. Producing water from an engine instead of gases that are destroying the world is obvious at the sperm and egg level.

How anybody can complain that TG is wasting time thinking about Hydrogen is madness. Not doubt those neanderthals would have thought the world was flat and possibly still do!

I thought Lithium mining was the future , but Hydrogen cylinder heads and support systems are the future!

Tjme to watch Sebastian compete in a different light! I love the look of the Aston Martin so it is not too tricky!

But 3 Brits is interesting in a 10 runner field!

Oops 10 rows of 2!

5 out of the last 6 posts filtered! Weak end to the end of the week?

On the day of England's last football match I went to ASDA and bought 12 tinnies 3x4 and some bottles of booze.

My bill seemed a tad high, so I checked my receipt to find they'd charged me for 16 tinnies 4x4!

I took the receipt to the customer service desk today, and the girl said because of the time delay she'd have to check cctv!
She took my receipt to the security desk and after 10 minutes they authorised a refund!

So they have cameras at every checkout and have their coverage online or it was a bluff? If I'd been fibbing I guess I'd have been shown the footage?

I'm reading about Aliko, anf founnd a video of him talking about Francistown , makes me wonder if the MM post about him actually pointed towards Shumba. He could back us too , absolutely no doubt , $30M is peanuts compared to $12Bn he is spending on refining oil in Africa. He clearly likes to cut out the middle man so TLOU as an IPP into SAPP might well be something he welcomes. His 45m video has had 1.66M views in the kast 2 years - he is much revered.

https://drive.google.com/file/d/1BRLgslt50CPLry-XXscE6pXmL-W9ZENu/view?usp=sharing

Yet again a rise of 12.8% imho is baulked by the buy/sell anomaly!

Studying the trades shows trades of 4.1c rising to 4.4c from recent levels of 3.6c - that is enough to define all 308k shares as buys without further analysis! Instead potential buyers see 299k sells and 9k buys!

This results in price drops instead of rises on a sellers market!

I'm pretty certain there were 5 trades last night, 3 buyers and 2 sellers .
There was an overspill of 225k shares at 4.1c , some more at 4.2c , and more at 4.5c all of which are excluded- already on the book.

In sequence....

Buyer 1 wants 232k at an unknown limit of 4.2c or more!
He mops up 225k @ 4.1c creating the first 4 sells as partial fills!
The remaining 7k @ 4.2c complete his order and show as a buy from a spread of 4.1c - 4.2c

The spread now rises to 4.2 - 4.5c

Buyer 2 requests 73k @ 4.2c

He snaps up the remaing 4.2c shares raising the sells to 265k which disappoints seller 1 , who believes only 7k buys, and is oblivious to the rising sp, he offers 33k @ 4.1c? reducing the spread to 4c?- 4.5

Buyer 2 obviously gets them but they show as a sell due from the lower end of the spread.

The final 2500 @ 4.4c is odd! if the Spread is 4.2c - 4.5c why isn't there a partial fill at 4.2c?

I'm sure that reporting the trades correctly would have attracted a lot more buys.

Chris Eubank, Len Goodman, a Love Islad winner, Anna Richardson , naked attration presenter, and one of the Sawallah sisters scored 73 out of 75 , only Chris failed to get all 15 , and it may have been he mispronounced the correct answers. He must have visualised a "cat" for ceratosaurus to get caterosaurus or something else along those lines.

Pretty impressive for week 1 - Len is 76 and was given a decade of American hip-hop to learn. I'd never heard of any of his answers whether "song" title or "singer" and neither had he going into the programme.

Questions from early in the show....
name the capitals of New York State and Michigan. I bet those who watched it will know both :O)

With atomic number 1 you'd expect Hydrogen to rise would you not?
Methane is atomic number 6 plus 4 parts atomic number 1 so not so far behind.
I guess sun rays cannot be weighed so all 3 of our options should rise come to that?

On a serious note, thanks DTE , what a superb video!
I cannot imagine how the electric car is being adopted having watched it.
For the sake of a new cylinder head and periphery plus an alternative fuel tank, vehicle production at a car plant looks to me to be almost continuous swich over from diesel or petrol to hydrogen. The same seems possible for the outside plants producing the top end gear and tanks!

And for motor sport fans, MotoGP and F1 could also be continued with the same mods! And if certain countries could revert to diesel and petrol if technology advances so that they become clean fuels. The oil producing countries come to mind (though rebuilding service stations for fossil fuels could be a problem).

The arguments against electricity look overwhelming - Lord Bamford (son of Joseph Cyril Bamford, founder of JCB) came across brilliantly.

https://www.msn.com/en-gb/health/medical/10-ways-to-improve-your-memory-as-sandy-toksvig-s-new-tv-show-helping-celebs-fill-up-on-facts-begins/ar-AAMaQ2n

starts tonight so timing is good if you're interested.