Member Info for BradSmith

Learner, they are running through our evaporation pool to find the source - lockdown is surely over just like MM claims at every opportunity, whether it presents itself or not.

We are gonna use them to plant our poles in ground in no time flat!

Thanks for the video, Scott.
Glad MM did not find it first or the subject line would have been along the lines of

"TLOU Energy - full speed ahead" or
"TLOU Energy - Nothing's gonna stop us now "

Brad, the laughing hyena

The guy cannot help ramping every situation!
It is scheduled for FRIDAY So they haven't done anything yet!

He'll mitigate his use of a misleading subject line because he uses the word "ease" in his post!

Believe me, that is progress for him, but he's still far from being honest imho.

The bold headline is "Botswana to Begin Lifting Lockdown to Reopen Economy, Schools" , though it should end at the comma? Schools don't seem to figure in the announcement"!

It is a shame because , we are are so close in our thinking, but for his BINARY thinking - there is no room for give and take - just 100% ramping!

"attempts to stabilise production at a higher rate of 80-100Mscf from each pod have been hampered by the changing flow rates."

suggests to me, that they have reached more than those level with too much water flowing.
Once the water flow reduces it looks very promising to me! Sellers beware!

https://www.proactiveinvestors.co.uk/companies/news/217634/tlou-energy-builds-on-position-in-botswana-ahead-of-key-results-at-lesedi-217634.html

This accompanied the 7m podcast (link on the above page) ..... Lesedi water was expected to be less for good reason.
Whizzer, I can't see why the price dipped on ASX last night , but it was very few shares so was just few a more loaves of bread perhaps? Or maybe the 5 fishes?

Not enough, shares or trades, to say the market decided imho!
The market is like these message boards , very quiet , waiting to see if testing in Botswana allows the easing of lockdown to the extent they hope for in less than a fortnight.

================
"What the boss says
--------------------------
"I am very encouraged by the recently completed drilling program and in particular the strong gas indications observed to date,” said Tony Gilby, Tlou managing director.

**********************************************
“Furthermore, the good initial water flow, which is higher than that previously observed at Selemo,
**********************************************
is potentially indicative of good permeability and therefore potentially good gas flows in this geologically high-graded area.

How it's doing
--------------------

=======================================
"In January, Tlou said rates of production from Lesedi were variable with gas flow rates fluctuating up and down.

Gas and water are being produced at the Lesedi 3 and 4 production pods, but having started at 20 Mscf (thousand standard cubic feet gas per day) attempts to stabilise production at a higher rate of 80-100Mscf from each pod have been hampered by the changing flow rates.

Water extraction is also slowing the process though Tlou said it still has no reason to think it won't meet the higher target.

Tlou believes continued production of water from the coal is a sign of good reservoir permeability and potentially means that the wells will, with time, produce gas from a larger area and at a higher rate than would otherwise be the case.

A request for an interim power purchase agreement has been submitted to speed up the permitting process in Botswana, while Tlou has received a non-binding proposal from the Botswana Development Corporation (BDC) to fund the first 10Mw of the project."

Yipes .... some late sells at 6.5c have whacked my losses to virtually £5k .... I really need MM to turn that into a positive for me.
I'm not sure what the spread means 10 minutes after close but it is 6.5c to 8.4c for all those 6.5c sells (3.373p ). I guess the deals were triggered during the closing auction - so 6.5p is the closing price.

No sign of TLOU news, was it this though?

" Australians will soon start heading back to work. But the office will never be the same, writes news.com.au's Frank Chung

No more shared cookie jars, fewer meetings, staggered start times and temperature checks before you leave the house – Aussies may be heading back to work, but the office will never be the same.

On the plus side, hot-desking will likely be a thing of the past as the world makes the transition to "post-Covid workplaces", where hygiene, safety, social distancing and regular cleaning will take the driver's seat after decades of cost-cutting measures.

And millennials who entered the workforce in the "open plan" era may soon be getting their first taste of the cubicle.

"I think some (employees) are going to be a little bit excited with the ability to have their own equipment and not have to move desk constantly throughout the day," said Lisa Mhaya, a workplace solutions expert with property services firm Cushman & Wakefield."

BTS, they could not afford my rates :O) , and I'm a lot cheaper than some on here.

I don't get today's trades
Date Time Trade Prc Volume Buy/Sell Bid Ask Value
05-May-20 16:23:40 3.5799 13,855 Sell* 3.40 3.80 496.00 O
05-May-20 16:18:48 3.50 50,000 Sell* 3.50 3.80 1,750 O
05-May-20 15:09:12 3.40 62,827 Sell* 3.50 3.80 2,136 O

Each sell is at a higher price than the previous sell.
But the spread goes the other way?

Being sworn to secrecy about negotiations does not help us.
I'm still not clear if the PPA for 2Mw is completed or not.
Andrew Scott and Tony seemed to be saying it was but there was some fine detail to be sorted out at one time.
I listened to the 7 minute podcast earlier and realised we are going for 2Mw and then 8Mw to bring it up to 10Mw, rather than 12Mw. So the interim really is a half way house to getting the original PPA done.

If mid-may sees a partial end to lockdown , it seems sensible to wait for that before leaping into the deep end and ordering pylons/poles , generators etc with unknown delivery schedules.
You'd think BDC have budgetted the funding for CBM related items long ago - so the recession may not affect us too badly. Tony correctly said if they'd provided us with a PPA for 10Mw, we only wanted to fulfill 2Mw of it for starters. I think we are in good shape Whizz , but it depends how much scope we are given to accelerate the project with easing of lockdown and funding - hopefully in just a couple of weeks.

Forgot you have to be logged in so you'll need to be registered and I never cut the link either!
Cracking up,

you'll need this if you have ab acoount.
https://uk.advfn.com/p.php?pid=trades&mode=html5&symbol=ASX^TOU

https://uk.advfn.com/p.php?pid=trades&mode=html5

the missing link, jim lad!

Yeah really done Whizz.
I might have missed the fact my portfolio has gone from £1100 down to £3200 down overnight , despite CBA rising 97c to offset TOU's drop.

I think MM must a deramper because 7.5c is 3.868p using my fx converter.
Type "75aud to gbp" into your search bar and it pops back with a figure which is a factor of 10 too big.

So my 2 grand loss looks even better than the brilliant news ASX is 5.5% up on yesterday's close in London!

IF LSE slides again today I can look forward to an even better!

"Looking good for when next news lands, that's for sure." ?

Sarcasm is the lowest form of wit, until you read MM's posts!
He beats sarcasm by 5.5% - I hope his followers are starting to realise how over the top he is!

Have had a dickens of a job getting the actual trades in a presentable fashion.
Sods law LSE had opened and ADVFN obliterate the screen before you have chance to switch shares!

This link will work , and the price reduces from sell at 8c, to further sells at 7.9c and finally more at 7.5c for 6 sells from 6 trades.
Bad news until you see the numbers! All 6 only total 57k shares.
If it saves going to a food bank for a loaf of bread , it is more honourable I guess?

Encouraged by the promised end of lockdown in mid-May, elephants have started crossing the Chobe river heading towards Kruger in South Africa because lockdown during a pandemic appeals.
They should meet South African elephants (who fancy the freedom Botswana will provide ) at the appropriately name TLOU mining site at Lesedi. There is an abundance of water there - fact! We have that from the chairman himself.

Ceasing of hostilities
The end of the war in Namibia, and relative peace having returned to Angola, the elephants have slowly but surely started moving across the Chobe River again. However there are many elephants that have not had the experience of the migration routes and still see Chobe as a dry season refuge.

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

Take the blinkers off MM - TLOU and elephants go together - imagine them does not mean look at them doing it! If we were called Hyena Solar Energy, I'd have said hyenas - - here's a song for you
hTTps://youtu.be/Pzr6ky3_5q4

OK MM , there is no wildlife in Botswana if that suits you!
I just imagined that there was? And elephants cannot move around because they are too weak to fight their way out of a paper bag. They are intelligent animals, so if they hear how much water there is at Lesedi and that we are building a watering hole they could soon be packing therir trunks! Swimming trunks? And they'll have read your affirmation there cannot be elephant poachers near Lesedi - so that will safe to the average TLOU - and panels by the ten thousand won't bother them either - they are not tourists.

For someone who thinks he is so learned about all things TLOU, you don't half talk about me a lot! It is a sham! Anybody who thinks the virus is a three month wonder doesn't have the brains of an elephant! You'll be telling us Tony is shipping crates of Vodka to Botswana next so they can can safely drink and open their country to the virus - the Belarus approach - and the MM approach no doubt! Problems? What problems? 130k elephants and you can boldly say where they all are in Botswana - you should become a game warden!

hTTps://www.dailymaverick.co.za/article/2019-06-10-botswanas-elephant-conundrum/
Botswana is home to more than 130,000 elephants—about a third of Africa’s savanna elephants—and it appeared to have largely escaped the recent ivory poaching crisis. Continent-wide elephant numbers dropped by 30 percent between 2007 and 2014, according to the Great Elephant Census, an 18-country comprehensive aerial elephant count conducted by Elephants Without Borders that was completed in 2016. Elephants play a critical role in Botswana’s tourist economy, which drew nearly two million international visitors in 2017.

When I mentioned panels being an eye-sore for tourism , I never envisioned this possibility!
Imagine elephants trundling over these.

https://www.trinasolar.com/sites/default/files/styles/image_text_720x611/public/3_17.png?itok=C3eohXj8

from ADVFN chatroom

Cherrylady
2 May '20 - 08:38 - 8455 of 8455
How long is 8454 going to last? 8452 wasn't around long.

Donk referred to us finding land for the solar panels.
That was strange because we have nominated an area just outside the perimeter fence for solar. We have 9300 Square Kilometers (= 3590.75 Square Miles)

My fears about warping under the extreme shift in temperatures in a desert look to have been considered.

The Trina panels being looked at include this in the write up ....

Higher reliability

Duomax Twin is ideal for diversified applications, like utility-scale projects, commercial & industrial rooftops, agricultural & fishery projects. The unique module construction provides greater protection against potential induced degradation (PID). Duomax Twin is less susceptible to micro-cracking, module warping, UV aging and corrosion from sand, acid, alkali and salt mist.

https://www.trinasolar.com/eu-en/product/Duomax-twin

I avoid social media Chuk, good to hear you are well. It is a horrible time and any absence is bound to cause some concern. I am fine thanks, apart from my sight being a bit fuzzy after my fall. I asked a guy in ASDA if the lights were causing his eyes ant grief, and he said, now you mention it!
Graham Norton had the new version of Uri Geller on, a mentalist.
He did a trick which required you to have a knife, fork and spoon handy.
Step 0, secretly put them in order right, middle and left.
Step 1. If there is a piece to the the right of the fork, swap them over, else do nothing (if there isn't one to the left).
Step 2. Swap the the knife with the piece to its left, else do nothing.
Step 3. Swap the spoon with the piece to is right, else do nothing!

I looked at the maths, and at that point they are in a fixed order irrespective of the starting sequence. So I don't know why he gave the next step ...
Step 4. Swap the fork with the piece to its right, else do nothing!

In fact that is a fixed move because you know there is a piece to the right!

His finale was to get you to sit on the left piece, followed by a revelation that the left one of the remaining two would be used for soup, and that you are sat on the knife! I only watched because I thought he was going to bend it like Beckham , or Uri? Pretty poor I thought.

Old twitter mate wrote this a year ago.

Tomcorvid
Posts: 2,550
Price: 6.35
No Opinion

RE: Business In Botswana Friday 15 Feb '19
Great write up.

Nice price action on the chart too. I’m taking the view that we are now in the zone of likely response from the bots govt. It’s getting exciting from here on in!

Power outage warning from eskom again today. Mmm if only there was a reliable source of power that could be developed in country to provide base load and renewables to the people and industry of Botswana. I’m sure the govt won’t drop the ball again.

Tere are loads but here is another one ...

Thechukkers
Posts: 11,591
Price: 6.00
No Opinion
eskom in trouble Saturday 20 Apr '19
https://www.ft.com/content/28bab15a-62a5-11e9-a27a-fdd51850994c

Hope you are ok , you've gone very quiet.

In case you wonder about the crap espoused by MM about my selling out, I have extracted my trades in the last 90 days for you.
Negatives or WITH is a buy, DEPO and positives are sells.
You will see I sold HL. and moved the cash into CBA , and note my religious compliance to 3 trades minimum per month to keep my frequent trader status.
I hope this puts an end to the codswallop from the clown.

Results details
Date Type Description Amount
22/04/20 WITH Tlou Energy Limited (LSE) £-250.91
16/04/20 WITH Commonwealth Bank of Australia A$-7,117.38
14/04/20 DEPO Hargreaves Lansdown PLC £3,668.51
27/03/20 WITH Tlou Energy Limited (LSE) £-98.22
26/03/20 WITH Tlou Energy Limited (LSE) £-928.98
25/03/20 WITH Hargreaves Lansdown PLC £-2,575.70
02/03/20 WITH Tlou Energy Limited (LSE) £-296.99
24/02/20 WITH Tlou Energy Limited (LSE) £-347.03
13/02/20 WITH Tlou Energy Limited - (AU) A$-580.50
04/02/20 WITH Hargreaves Lansdown PLC £-737.90

MM I look forward to reading about your phone call to Noah and the impending flood , how old is news of Eskom's demise? Only 2 of your musky queers marked you up, D'Artignan, that must tell you something. Unless Athos is still sleeping off last night's revelry.

:O)

subject to a small risk - my primary gripe with you - you never allow for another outcome - TG does it all the time! As a consequence I believe everything he says - nobody is perfect.
I hope you don't ring him too often because he has better things to do than repeatedly ward off wanna-be paid rampers.

I don't believe a word you say anymore, MM.

"high permeability = more water and then more gas = a good problem to have" is the norm but is not a hard fact! You are half hard, fact!

DTE, two pods could be enough to dewater if they boosted the pumps to their maximum but they won't for fear of clogging the channels with coal fines if they dewater too vigourously. At the lower rate it will still get there one day - but when?

If we can measure/estimate certified amounts of gas - could they not have done the same for water? I hope the presence of water and gas cannot be confused! Perish the thought.

I agree with MM , subject to a small risk (I hope) of us being the exception to the rule, high permeability cannot be bad news surely?
Freely flowing water must be brilliant because gas will surely find it easier to travel along down the same routes.

If the water won't flow freely, surely the gas will stay trapped by the water , the reason they dewater in the first place - to release the saturated gas from the coal. Have I misunderstood you DTE? And is the perch for the Minor bird :O)