Member Info for BradSmith

Looks like Winni still filters "green slime" after goings on in Rhode island and Bondi Beach overnight - I think the green slie is the nearest we have to those gun men! 3 of them , one dead , one on the loose , and one injured and in police hands.

At Bondi I see video of a man hiding behind a parked car until he could tackle a gun man from behind with bare hands!

The rifle went off before he managed to wrestle it away from him! Gun man retreated not much more than 20 yards withe the hero pointing the rifle at him. Hero waves , presumable to Police , and, very deliberately , places the rifle against a nearby palm tree!!! Difficult decision , risk Police mistaking him as a foe , or risk the foe trying to retrieve the weapon?

See for yourself ....... https://twitter.com/i/status/2000133247397949512

Winni, you are quoting my mistaken belief that Kala may supply BPC with electricity!

Announcements since then make it 100% certain - that TLOU are solely responsible for delivering power to te grid.

If Data centre returns are higher than TLOU can get from BPC then Kala are entitled to TLOU GAS or Solar power.

Otherwise TLOU can withhold gas from Kala and produce electricity for Serowe!

I cannot see how TLOU can stop supplying Kala completely.

I picture Kala being guaranteed the gas flows from last March as and when they need it.

But increases in gas flows will be subject to the profitability clause?

The rules for splitting gas/electricity between the two destinations will be complicated to include part-time Solar and regular upgrades on gas flows and wells and sites. And dewatering problems will hopefully become history one day.

Mamba - Orapa pipeline is also likely to resurface in the longer term. An interesting 5 years start after xmas.

Donkey - it has escaped your notice that Kala and Tlou are planning Solar energy SOON!

We know that there was enough sustained gas flows for Kala to initiate this partnership last year.

We don't know how much longer we'll wait before #4 and #6 or new wells produce enough gas to warrant buying more generators for Data. In the interim ,logically , Solar could have one or more roles!

If last years gas flows have not improved enough to fully power the first DATA UNIT then Solar might supplement that power. AND , IF THERE IS A SURPLUS OF ELECTRICITY for the Data Unit, it can redirected to SEROWE.

The surplus may be in the form of Solar energy , no requirement upon a generator, or a surplus of gas which does.

I have no doubt that we are committed to 2 generators - one for Kala one for TLOU.

Both are going to be installed asap!

I am dubious that Solar powered UNITS are a first choice for Kala.

It is reasonable certain they will want to use GAS and their standard unit.

Solar power can supplement shortfalls in CBM power production for the Data centre units or part-time PPA power.

We need the Kala generator to be installed and working to know what is required of the second generator. But testing the line to the grid is a priority. Anybody know if BPC can adopt a tested line that is not fully operational? Seems very unlikely so TLOU need a CBM generator for the adoption costs per unit (electricity plus a reimbursement rate for our line costs).

Enough on this - I cannot accept that a Customs hold up is threatening this project in the slightest.

We don't even know which countries were responsible for the holdup.

Typed on iphone which is a nightmare. It beeps me when a notification comes in so I open it to stop the beeps.

Turning off beeps might be the answer.

Winni surely you accept Tlou was sleays going to supply the PPA temselves. 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 visble and phase 1 is 2 generstors. One for Ksla (Data Centre). and one for Tlou (PPA).

Another 4 or 5 will be ordered , I thnk, for the Data Centre , all Cummins 1.375MW. Imho to give Kala flexibilty to use them on other sites without trillions of cu ft of CBM - abandoned oil fields etc. 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://tlouenergy.com/wp-content/uploads/2025/10/Q2-2025-Operations-Report.pdf

"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."

Was the final sentence demarking the two generators? on-site power? Where else? I took on-site literally.

The first paragraph may have qualified the second on above.

"Lesedi Project Area

Tlou Energy Limited continues to advance development of the Lesedi Power Project in Botswana. The

project comprises a gas-fired power generation facility to supply electricity to the national grid and to a

modular data centre located on site. During the quarter, Tlou also progressed plans to incorporate solar

generation at Lesedi to provide renewable power for use by the data centre."

Reading that again it makes better sense! Kala and TLOU are diving straight into their own spheres in the first rolling quarters!

Dedicated generators 1 for Data and 2 for Serowe via the TX lines (plus local power presumably).

Call me a dreamer - but does this not imply Kala are pre-disposed to funding the completion of the distribution lines?

I think I saw somewhere that Doc was willing to sponsor one of the activities - could have been Tx lines or Solar I suppose.

I think it is safe to say the partnership is happy that #4 and #6 will produce enough gas for both generators and they are not operating at full tilt.

Solar can be added to either or both, I suspect Solar is going to be sooner rather than later.

2026 is going to be interesting.

That link is a year old , and it almost reads as though it is today.

I'd love to see that one if they produce it.

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

Just look at the flare at #4 , and #6 has always been the stronger gas source.

No viagra is necessary there!

The whole article provides interesting news all in one place.

I still cannot find the release that said we are ordering 2 identical Cummins one each for Kala and Tlou.

Tlou releases are so boring it is difficult to see the differences between them. Under TG is was no better the same old pre-amble about how TLOU became Botswana's #1 CBM producer when virtually everyone thought we were the only serious candidate at that time. Only one person thought Seka were capable of pipping TLOU at the post. TG was not planning economy of scale like Seka with their 90+MW blockbuster, one of his many criticisms of my hero. All unfounded!

My 54th Wedding anniversary today. 7th year without my other half. Last time I saw my brother who died on the 16th in a motorbike crash.

Xmas has never been the same since.

But the strategy fits my understanding of the first two generators....

Generators in The Last of Us vs. Construction Sites

Generators in The Last of Us

In the game "The Last of Us," generators serve as crucial power sources for various tasks. Players must interact with these generators to restore electricity in specific areas. Here are key details:

Location Generator Use

Quarantine Zone Provides light in a secret passage

The Outskirts Powers an elevator

Pittsburgh Used to restore power in a basement

To operate a generator, players must pull the handle three times at the right moment. If unsuccessful, they must restart the process. Following yellow wires can help locate generators.

Generators for Site Amenities

In construction, generators are essential for providing power to tools and equipment. They can be powered by various sources, including diesel, petrol, or solar energy. Here are their main uses:

Use Case Description

Emergency Backup Keeps essential equipment running during outages

Outdoor Events Powers lights, stoves, and tools for activities

Construction Sites Allows work to continue without reliance on grid power

Generators can be portable or stationary, depending on the site needs. Proper maintenance is crucial to ensure reliability and efficiency.

Https://www.linkedin.com/posts/investair_asx-energytransition-gasresources-activity-7403912697970454528-DYlC

This makes it clear that the important generator is the one that will start producing income. And the delay was indeed down to customs policy inside and outside of Botswana.

https://www.pressreader.com/botswana/botswana-guardian/20250926/281874419575288

leaves me in no doubt that two generators are on the was. As I said one to duplicate the trial from last Spring but this one is a permanent ficture. T'other one is dedicated to providing light, heat, and cooling etc for Lesedi workers.

Am I dreaming or relaxing in the knowledge that Kala are a bona fide partner??

All the generators were expected to be the same size so hopefully no nasty surprises from low gas flows to a huge generator?

Kala appear to be on the same wave length as TG - though massive increases in gas flows would support a switch to bigger generators one day. For those of you with cinspiracy ideas, does this look like a con?...

===========

Payment Details for Cummins Generators

Overview of Purchase

Quantity: 2 units

Type: Cummins 1,375 kW gas engines

Purpose: Power generation facility installation

Financial Aspects

Total Power Output: 2,750 kW (1,375 kW per unit)

Payment Status: Confirmed as paid ********************************

Installation and Commissioning

Delivery Timeline: Expected 6-8 weeks from order

Installation: Handled by the supplier

Ongoing Maintenance: Included in the supplier's responsibilities

This information outlines the purchase and operational details regarding the Cummins generators.

===========

"Power Generation & Revenue Pathway

Two gas-fired generators are in transit to Lesedi and due to arrive in the coming weeks. With civil, gas and

data-centre infrastructure already in place, these generators represent the final step in linking gas supply

to power generation.

Revenue is expected shortly after generator installation and commissioning."

That was 24th Sept so already a tad later than the early estimates.

"With civil, gas and data-centre infrastructure already in place" is the the preparation work I think that they'll have been doing. Civil works like lighting, kitchens, bathrooms and accommodation etc is from the TLOU generator and will grow as the Data Centre grows? Gas and Data is CBM , Solar Power and Data Centre stuff - the one that Kala will want most to kickstart their side of the partnership.

Funding for TLOU's PPA commitments are awaited. With only a fortnight to Xmas , a fresh start in the New Year will be welcome.

And one toadstool?

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.

The second generator was probably mentioned and may have been the same capacity but I have not tried to locate that announcement while Sophie Marceau was in the World is not enough, with Denise Richards as the other female star.

Thicko - Colm rns/announcement was specifically about Kala progress on Data Centres.

One fact for you is too many for you to take in clearly!

The other generator might be subject to a different delay or is progressing as expected outside of Kala ‘s first target!!!

Project Background & Planning

Following execution of a binding Heads of Agreement with UAE-based Kala Data FZCO in March 2025, the

partners advanced technical and site planning to identify the optimal location at Lesedi.

This included:

• Layout and tie-in design for gas gathering and power distribution.

• Cabling routes and connection points.

• Traffic and cranage access.

• Noise and heat management to enable a staged ramp-up.

Civil & Gas Works

Civil works, delivered by Zismo Engineering, covered yard preparation, concrete foundations/slabs,

fencing, gates, lighting, cable routes and equipment plinths.

Engineeric Solutions completed construction and commissioning of the gas gathering system, providing

direct connection from an existing production well to the generator base and data-centre tie-in points.

Data-Centre Modules

Data-centre modules have been purpose-built for operation in the Kalahari Desert, incorporating features

to withstand high ambient temperatures and dust.

The first module has been delivered to Lesedi and is currently under commissioning. The modular design

enables phased deployment of additional units as gas production and generation capacity expands.

Power Generation & Revenue Pathway

"Two gas-fired generators are in transit to Lesedi and due to arrive in the coming weeks. With civil, gas and

data-centre infrastructure already in place, these generators represent the final step in linking gas supply

to power generation.

Revenue is expected shortly after generator installation and commissioning"

Cannot find the bit I remember but the civil bit is TLOU I guess. Got a Covid and flu jab to attend.

Winni , I am fairly sure one is for the Kala Data Centre but the other is for TLOU to look after Lesedi's domestic power requirements. Whether the Selemo generator is still doing that looks unlikely , unless it is needed at Selemo more than Lesedi.

Kala paid for two up front which why I was certain this was not Syn Gen mark 2 like some of you feared.

What would have been the sense is scuppering the delivery? Shooting oneself in the foot comes to mind.

Great timing Py ...... saves me responding to ancient news from Donkey as Kala look to be on the road again after whatever the hiccough was in getting the generator into Botswana. Mitigation for deviating from their plan.

I suspect Kala not sat on their hands during the delay and will be better prepared now for the arrival. If they arrived is September there would have preparation work to do, and some of that would have been possible during the Autumn.

SAPP was mentioned as a warning to BPC who were looking for unspecified affordable electricity.

I doubt very much that TG was expecting to use SAPP but it was reciprocating BPC's similar threat to TLOU.

BPC realised that the only serious RFP was TLOU, and, if they offered us the only PPA in town , they would have Hobson's choice of where CBM was coming from , and TLOU might try to profiteer from a position of strength.

They wanted a rival , and Sekaname was the only other possibility!!! I know I read Seka said they'd withdraw if they did not get a sizeable PPA to make it worthwhile. Over 90MW did that ok!

Whether there was a market with SAPP was never clear , TG said it was simple but he would say that ,wouldn't he, if BPC were expected to screw us on price. TG thought there was plenty of scope to beat Aussie price of $12 for TLOU, and to reduce the cost for BPC when diesel was costing them the equivalent of $30 per unit.

Both preferred bidders were contemplating delivering containers of gas to power stations at the start.

In the course of the two RFP's , TLOU switched tack and were planning to deliver electrons to Serowe.

Seka stuck with their original plan , CBM in containers. Very different solutions with increased cost in money and time for TLOU. Poles and Wires stretched the critical path into the Covid era and stagnation. If we'd bottled gas for modified diesel generators which were designed for dual fuels, diesel OR gas , I wonder where we'd have been now?

Maybe a Mambo-Orapa pipeline? A fleet of lorries and a bottling plant? And Solar probably out of the question for a gas provider?

We can still build Mambo-Orapa pipeline , whilst delivering electrons to Serowe from either or both CBM generators AND Solar! And we'll hopefully have a decent income from the Data Centre to help fund expansions and avoid placings.

All that for less than a penny per share? AI + Solar + CBM powered energy and Donkey thinks I am mad believing 1p will soon be a bad dream? If Roald Dahl had written this into a children's book , I reckon kids would think the partners are destined for greatness and would buy shares with their pocket money. Roll on Kala's next progress report!

You seem to be describing Sekaname Donkey?

You know , the company you tipped to overtake Tlou and become Botswana #1 CBM something? instead of TLOU who have always rated themselves as #1.

Kala must have missed your posts or they'd have backed them instead , considering you have predicted everything correctly (within the void between your ears).

I found several pessimistic forecasts for Tlou this morning. For some unfathomable reason they all refer to TLOU as an isolated company trying to produce a 10MW PPA that will not make them rich. Reminiscent of Donkey? hee haw.

If Kala was expecting lower returns from their Data Centre would they have bothered with Botswana? It is clear as day that they expect to surpass PPA earnings , and who is entitled to half of Kala's profits then ?

We'll know when Kala announce what those profits are by watching TLOU's share price rise. And the Data Centre at Lesedi is expected to be a game changing low cost of running it from TLOU CBM. The downside for Data Centres is the cost of energy so don't under-estimate that. Tlou will be providing CBM and Solar for Kala , and neither will be extremely expensive. PPA's will be affordable for Botswana (less than 30-40 dollars for diesel), but higher than Australia pay (10-12)? Kala did not chase TLOU without a good reason. A new gas field with decades of gas was very attractive compared to worn out oil fields that continue to leak methane , not to mention the acreage available for new solar panels. 6 times the size of Greater London? There will be light galore in a desert? How much will Kala save from partnering Tlou?

Millions less half their profits and maybe years in getting to market with full Govt approval , Tlou's responsibility not theirs.

This partnership was made in heaven, let's hope it will be a heavenly reign for 40 years , instead of days and nights of Noah's rain.

Donkey, Colm is in a tricky position. TG and he have set TLOU on course with Kala but we are told Arabs are sensitive.

The last thing we want to do is to make it appear we are taking them for granted so that we go from being on course to on curse!

Clearly the lack of generators has held up Kala, but whose fault is that? It might be Kala if they have misunderstood or not realised that they need some extra paperwork under the new custom's regulations. We know from bitter experience that Botswana refuse to take shortcuts if they screw up. They renegotiated the RFP because of one sentence. A history of delivering CBM gas to Botswana was demanded and that ruled out everybody because nobody had ever done that. That faut pas cost 2 years to sort out.

Has something silly been entered into the customs rules and regs that is impossible to achieve? Has everyone missed it like CBM (instead of the word Coal) was not spotted or acted upon?

Colm has to tread gingerly because any criticism could make things worse whoever he might feel is responsible.

Losing Kala now and undoing TG's partnership agreement would be catastrophe if we go back to the old reliance upon shareholders to dig deep after we expected to see some sort of first income a few weeks ago.