Member Info for BradSmith

"I was well invested long before Tidd arrived on the scene - the value destruction had already been done by the time he thought he could con you numpties into believing "

that sounds believable for once. Perhaps Donkey was in Botswana or Australia for the launch or soon after into ASX. I have seen shareprices of aud0.53 (26p) in 2013 and the minimum float price at the time Synergen Met would have floated (they did not) was 20c so Donkey could well have been exposed at 10p to 26p rather than the max of 17p in 2018?

If so , why is he irritated with TIDD? The only explanation imho is TIDD talked him out of cutting his losses once the jaundice against TLOU and TG was vegetating. Perhaps he was a fan of Nathan Mitchell and the resentment came when Nathan decided to leave executive roles at TOU. But kept his money invested!

My son is quite cynical and I remember him taking a look at TLOU.

The only thing I recall him saying was how much he appreciated TIDD's opinions on this message board.

The only praise I got from him was when his mate was visiting and I started playing MINESWEEPER.

I think his mate said something about how fast I was, and was I very good at it? And I spotted him nodding back.

But I don't remember what TIDD said back then. I was pleased when he replied to one of my posts in a favourable way - but cannot even remember what I said. Why anybody doubts TG I cannot imagine - can any of you hnestly think you'd have done a better job than he did? He promised he'd keep placings to a minimum and not enter us into massive debt. And he has done just that in the most extraordinary coditions you coud imagine.

The Botswana Pula is not typically ranked among the top global currencies like the US Dollar or Euro, but it is considered one of the stronger currencies in Africa, reflecting a stable economy and sound monetary policies. Its exchange rate against the US Dollar is approximately 1 BWP = 0.072 USD as of late 2025.

Why not use global figures and 1. Iranian Rial (IRR)

The Iranian rial is the weakest currency in the world, with 1 rial buying a mere 0.000024 dollar (or, put another way, $1 equals 42,300 Iranian rials).

Doku will accept whatever our partnership can offer provided the price is affordable. And GG did in fact oversee the Govt paperwork during Covid because the other directors were locked down in their home country. What difference does it make what other companies fork out - irrelevant!

AI said Botswana were computerising the paperwork for imports and the system was also revamped. It lead to difficulties and consequently there is a backlog or words that effect.

Got this response - 4 days is not our delay so missing paperwork is likely?

"Search only for......... AI why is there a delay with "botswanan" imports?

Delays in Botswana imports are primarily due to a new cargo clearing system implemented by the Botswana Unified Revenue Service, which has increased waiting times at borders to up to four days. Additionally, issues such as missing documentation and inefficient customs processes contribute to these delays."

Let's face it , Kala are our golden goose , and all TLOU need to do is too take them for granted for the goose to fly off elsewhere. I am 100% certain that Kala are aware of everything TLOU has undergone , including why Tony has stood down as CEO. It could well be health problems and Kala will hopefully be unwilling to add to those by stressing him out over funding. I prefer to hope that Tony is maven in Oil and Gas circles and , like me after over 30 years in the industry, does not understand modern day concepts in high power computing.

Doc was our main saviour on the funding front, and now I fully expect him to be the main man in discussions about hpc. As I know from experience , most of our computing knowledge is learned from fellow nerds who you meet at work and at functions with other companies. Even if you are not interested much, you hear about what is going on elsewhere. Working from home you are out of that loop and after 20 years of it , I had no idea that AI was based around many countries around the world, using all sorts of hardware from different mnufacturers , and software/firmware the same. At Dorset Police we had 3 PDP-11 processors in line , each with a pair of hard drives the size of a large washing machine with multiple platters 11 I think, and read/write heads working the disks above and/or below them. The disk packs weighed as much as a small suitcase.

Front machine had the comms on it to the Eastern and Western Divisional HQ in Dorchester / Bournemouth initially and then Winfrith at the old nuclear power station , now the Force HQ if has not changed.

It also linked to the County mainframe in Dorchester , which was ICL equipment (that was taken over by Fujitsu) and to allow them to converse the PDP had to emulate a bit of ICL kit so they were compatible.

Incredibly, when County Hall switched mainframes and operating systems from 1900 and George IV , to 2900 and VMS , the emulator did not even have to be restarted. It worked as if nothing had change , credit to Plessey in Havant who wrote the emulator and the application software.

The second PDP was Command and Control , 999 Control room, police resources and deployments etc in real time, as near as damn it. And the third machine was background applications, stolen property,lost and found and other stuff. Archives.

So messages had to travel from 1 to 2 to 3 for that, Command and control 1 to 2 but we could also run Command and Control on 1 alone if needed. The second disk drives were used for security backups of data. But that was all 40 years ago and more so it is bit vague.

The idea of running an app that is a network of modules scattered across machines and even countries blows my mind. Sychronising them all at the design phase and then operationally would have been impossible with modems running at 600 baud. I remember saying that it would be quicker to use magnetic tapes and a push bike to cycle the 35 miles for large files.

We have had a moving target for years.

18m to bottle gas and and bung it on lorries to customers would have been achieved years ago!

Gas flows over 24/7 were not required as long as were has the right amount of gas on delivery day?

Then that was changed with the Govt and Seka wanting to change the playing field. We ere obliged to qote via a RFP for a proportion of 100MW and that lost momentum on lorries etc and took more than 18m to do twice!

And inexplicably imho, we changed from bottled gas merchants to a turn key electricity producer for the national grid. Much more than an 18m mission, the Tx lines over 100Kms were longer than 18 months alone.

And crucially , gas flows to the grid were going to be time critical. TLOU had a totally different mission , at a vastly higher price than a bottling plant, and we somehow promised it would be GREEN energy , raising the costs. Dewatering for 24/7 supplies sounds onerous compared bottling gas and leaving our customers to create energy with dual fuelled generators (once they switched the diesel option to gas). That alone was GREENER than diesel.

And then Covid stuffed any chances of completing the first PPA within what turned out to be 3 or 4 years.

The vaccines made 4 yrs possible after lockdowns were eased but we never knew how long lockdowns would last.

Without cosistent gas flows it made buying generators impractical. With generators completing the Tx was too!

And that was we were until Kala's successful proposal. Kala need one generator to open the first element of the Data Centre. If that is more profitable than the equivalent electricity via the PPA then Kala will be earning and paying us 25% of half those profits. If less then TLOU will use the gas to produce electricity for the PPA with Kala's blessing until the Data Centre is more profitable. I think the second generator was earmarked for Tlou use - whether there is enough gas to produce energy for domiciliary use AND for the grid, remains to be seen. As indeed is who gets the second generator.

Most of us invested in the calor gas idea, now we are chasing AI and a PPA or three into the national grid. A different beast and hopefully a more profitable one. Funding such a project looks safe - we'll know soon enough I think.

|Winni, have you considered what TLOU can announce these few months?

I have, and TLOU have for certain. However they word it there would be an interpretation that Kala have failed to get their generators delivered, and they don't need to hear it! Anymore, than Tlou should not have heard the bs they suffered from here , when there were mitigating circumstances for every delay.

For the millionth time, Tlou have done incredibly well to survive for all this time with very little debt thanks to the Pension Fund and the Doc after shareholders turned their backs on Tlou.

Having, on paper and by word of mouth, solved current and future funding were are nor seeing Kala being held up by the new import paperwork in Botswana. Without Kala , if Tlou had managed to secure funds to complete the TX lines and dewatering and raise considerable debt , it would have been us being delayed rather than Kala on the generators and maybe the parts to complete the TX lines?

I wonder if Kala have ensured those parts are going to be delivered quicker than the generators , or is that the sub-contractors problem? Assuming the stuff is imported , but it may all be in stock within Botswana I hope.

Sub-contractors are possibly in limbo too , I hope they are going to be available once customs release the generators. It must be exasperating trying to complete the jigsaw when you can the pieces and cannot reach them!

Govt paper work galore has been settled for yonks. Same paperwork that we are seeing on the Kala delay.

Despite that dewatering never lived up to Selemo , and was then hindered by Covid as TG closed , stagnated , and reopened the wells over a period of years. And they were moving targets! Without the gas that could have justified the expense of completing the tx lines etc , it was pointless getting into debt and that is still partly the case except the debt is interest free if we take it.

Tlou are now held up by Kala who in turn are held up by red tape on imports. How it that TLOU's fault?

Will Kala release funds to TLOU so they can, for once, get ahead of the game? It would be pleasing if they have or will have soon. It is getting close to Xmas so a lull before the storm might get 2026 off to a rousing start.

Judge TLOU then not before! And pre-Xmas is not really ruled out - Kala have hopes that 2025 is first income!

Donkey is not taking up the challenge yet again. He generalises without any evidence that posters are some generic form of fool - and when challenged with a logical counter attack he becomes the three monkeys , blind , deaf and dumb. I have asked him to tell me why my ideas on the Kala/TLOU partnership are flawed?

He won't answer for one simple reason - he will be offering an opinion that we can all refute and quote him upon forever. He prefers to leave to say people who put their heads on the chopping block are idiots but not why!!!! We are left to work out his reasoning! And there is none!!!! He is content that the smallest difference between their proposal and the fact proves him right! He has no idea what item that is but they all count in his tiny mind.

e.g. I might predict a football score of 7-1 and he'd say it was stupid!!! And if it was 7-0 or 7-2 , he'd claim he was perfectly right and had never been wrong ever?? 6-1 or 8-1 , the same. He really a prize plonker.

TG has set TLOU up to succeed as long as Kala survive the next 6 months to year and honour their agreement for most of that time. Once we are connected to Serowe (the grid) Tlou'd has a future with or without Kala.

Personally, I believe Kala are going to triumph. The Data Centre may not be profitable for a while but Tlou will be active on the PPA if that is true. Tlou will also be beavering away to increase gas flows for themselves and for Kala.

That has been the case for yonks but this time we will be earning a few bucks. A whole new world for Tlou.

Where are you Donkey? Put your head on the chopping block - the chopper awaits!

Donkey, I am subject to your idea that ...

"If you are still too dumb to see or appreciate the problems that continue to afflict Tlou's progress".

I would hope the majority of shareholders are oblivious too .... so come on, time to shine , what do you know that we do not? For pity sake leave out the history of broken promises for projects that were modified several times for all sorts of reasons. The only plans on the cards are to provide Kala with gas to start their computing empire , and for TLOU to start delivering electricity to the grid at Serowe.

The promises are not from Tlou but from Kala. So tell us all why the plan is in doubt.

Solar energy could be added, by either partner or both , to CBM powered electricity but I do not see the afflictions you see. What are they?

Funding from the Doc or Pension Fund when Kala are offering interest free loans ,looks like a poor option , but if we need bridging loans while Kala get themselves sorted I think there is still $2+ million available from the Doc.

Is that addressed to me or Kala?

Do you think you know better than Kala and their backers? Of course you do because you are too stupid to think anything else. Kala is there, Tlou is there , the gas is there, Tlou funding is there (99% chance) , gas is flowing to Kala's satisfaction without Kala's funding, the TX lines are there, the substations and switching gear at both ends may be there already or need completion.

Tlou afawk have not called on Kala to fund the substations or drilling of more wells. Bearing in mind that Arabs want mutual respect from their partners, perhaps Tlou do not want to appear too demanding?

Once the generators are delivered and installed , if Kala don't push the pedal to the floor, to keep things rolling , I will be amazed. Then we'll see how the funding is implemented and whether it lives up to generous terms that we were lead to believe.

Which bits of that is flawed Donkey???? I don't see third parties involved apart from the actual contractors on the lines and Tlou's dewatering / gas extraction teams.

What is this affliction you refer to? Funding should be interest free. Funding will be repaid from Kala profits as and when they make them. If that takes longer , so what , the debt remains static unless we borrow more.

And in that situation, Tlou can press on generating gas into electricity for our PPA with BPC - our main mission until AI became a possibility.

Kala are obliged to get us connected to the grid and that looks to be a matter of weeks? Once that is done , Tlou have two sources of income , 25% of our share of Kala's profits , and the PPA itself.

Where does this belief fall down? Kala won't undo the TX lines I am certain. If they go bust what will the administrator make of our debt? How much will that debt be? No more than the cost would have been if Kala never existed? In the time it will take for Kala to declare themselves insolvent I reckon the PPA of 10Mw may be fulfilled. But I am expecting Kala to succeed before or after that point in time.

Logically , what else is there? Your turn Donkey!

September 2021? Now what was the problem then?

https://upload.wikimedia.org/wikipedia/commons/d/da/COVID-19-United_Kingdom-log.svg

Are you unaware that there was a world pandemic killing thousands off?

Lockdowns everywhere and Australia was one of the strongest - visits to Botswana definitely barred!

You knowledge is disgracefully non-existent Donks!

I was a bit mystified what Bots meant about Serowe tbh.

And then I remembered it was the guy with an IQ of a 100 less than mine!!!!

I suspect if anyone else on here was asked about the name Serowe they would say it is where the nearest junction into the grid is from Lesedi. 100Km . Right?

The two are synonomous except in the skull of the Donkey. Of course he'd think I meant the few houses on the outside of the electricity station, like there are not any other houses closer to Lesedi that TLOU energy could supply? Eventually we'd run out of houses and have to wire into Gabarone I suppose.

He probably thinks I believe our substations are for whatever I call the national grid at Serowe , and that they will be needed for SAPP in the rest of Africa.

Serowe to him means the shack next to the Donkey paddock a mile or two from our Serowe substation?

He needs to explain his thinking because we cannot get down to his levels. I must stop using the word obvious - nothing in whole world is obvious to this cretin.

"I am going to visit London" must confuse the tena pants off him. How long will it take to call on 10 million people?

I let Poppy out the front door for a pee. And a bloke has just brought her back to the house. She was way down the main road. If I let her out the back she goes out turns round and comes back in!

I'll rename her Donkey I think , and kick her backside , she normally stays in the garden or in the hedges but I am usually out there too. She probably saw a cat, fox or deer down the road , or chased one that was nearer. That is always a worry - most dogs that are not on a leash would run after such things. And they use the road!

An investor - a man wearing a vest? Donkey 2025!

I have been plagued with HC crashing with Firefox browser , so I adopted Opera as my browser and loved it.

Until it started playing up too , not on HC , but got itself into loops so I'd have dozens of tabs!

Back on Firefox, which cannot handle an exception to do with a mysterious third party image (Donkey perhaps). I have excluded LSE from my ADBLOCK and now itseems to be working fine.

For those of you who believe Donkey is welcome on HC this is the latest message from there!

And I never sent it! We are not alone as they say in films and books. GtP is Donkey on HC.

===========

"It seems that Colm is pulling the generators across Botswana in a cart. He must also be hampered by GTP letting down the tyres at every opportunity!

Because the man is a menace who can find no good in anything within the country . And must have been imprisoned there or has lost money investing in fantasy business .. and it looks like his biggest fear is that Tlou actually are successful He’s not known as The Donkey for nothing in the UK … because he’s such an Arse … But I guess anyone who reads this board have already ascertained that ! "

============

Being admonished by Donkey is a good sign! A bit like praise from anyone else.

Have a good day Donkey , and don't go eating carrots if you are in Inisherin it might be a present from a Banshee.

AI question Is supplying the final agreements the Arab style of doing business?

Answer. In Arab business culture, maintaining relationships and trust is crucial, often prioritizing verbal agreements over written contracts. While final agreements are important, the emphasis is on building rapport and ensuring mutual respect throughout the negotiation process.

ps I can see why they persisted with TLOU. TG has always been honest imho.

HC often reacts favourably to news from this board - the odd link and definitely t TB when he passes on his news from HQ to us and I relay it onwards.

Will they be first to receive new of the generators being delivered or commissioned. And will Kala wait until they are commissioned because they seem to be doers rather than talkers. We never heard about the agreement being discussed until it was done and dusted ,all signed , and final! Is that the Arab style of doing business maybe.

I envy you Winni!

I used to partner a Tamil from Sri Lanka , Chanmuganathan , when I was at college and lost touch with him after.

Then I learned he was living within a mile of me in Chelmsford during my Marconi days. I called in on him and his wife, a history teacher, and his little boy, Gorbu. He was staying Britain for long enough to have owned his brand new VW Beetle for 2 years before driving it to Sri Lanka.

Why? His import , and duty would only be 200% , yes 200% , if he owned it for 2+ years.

If he imported as a resident of Sri Lanka the duty was an incredible 700%, mindblowing!

He'd already invited his neighbour to accompany them and opened his invitation to me. 5-up in a Beetle?

I asked him about employment, and his reaction, was that I would be his guest, I would not need a job.

I think he just wanted a Bridge partner. Oh boy, I've never thought about this before, I wonder if he plays Bridge for money over there?

I was pennyless , in my first job , so it was too daunting for me. And I moved to Devon by the time he was due to return. I'm useless at keeping in touch but I might have been leading a different life especially if I encountered poisonous snakes.

Gorbu was very young , 2 or 3 , and was reading a book to me very well. He'll be in his 50's now.

Thanks for your words to the cretin on here. Saves me the bother! And watch out for snakes please. That put me off a bit, call me Indiana Jones!

After my previous posts , does Kala have any interest in SM.

Trying to think why they mentioned Hydrogen but they did. Maybe just another fuel source in their list of possibilities? If SM had floated when they failed , I think TLOU indicated that they'd buy maybe a couple of million bucks worth?

I am unsure who Kala will employ at Lesedi to fulfill their side of the partnership.

If they are going train Botswanans then they will have to heed local laws on working hours , but huge numbers of people in the UK work full time on bank holidays whether for additional days in lieu or multiples of their normal hourly rates.

And if they bring in staff from the UAE they'll each have a contract agreeing working days and hours which the Govt won't care about unless it is detrimental to their well being. Skilled workers are likely from UAE and Kala won't be subject to the Xmas shutdown at all. And if they require TLOU to ignore the normal shutdown, I suspect their staff will be overjoyed to pick up enhanced Xmas holiday pay?

We'll maybe hear what transpires in a matter of weeks. I wonder how many staff Kala have, and which countries they are from, they may not have many. But how many do they need for a couple of generators?

Single figures perhaps? It could be just one generator if , as I suspect, one is for general purpose use so TLOU can provide power for the Lesedi site utilities.