Member Info for BradSmith

But was that what you said in your post?

My hands are frozen!

MM, now you are talking sense.
IDEAL as a partner for other sources of power to keep hospitals running at night, as well as the population of Botswana who want to cook, bath , shower etc after sundown.

But that was what you said in your post.

I think the scale of your ramping becomes obvious when someone like me - described as Tidd no 2 in some quarters, as someone who lead BTS astray with my optimism and support for St. Tony, is consodered to be a deramper by you - you must be the only one on this planet who thinks I have sold up - because you think that everyone is as disengenuous as you!

If you do think outside your box, say so!

e.g. LOCK-DOWN is OVER - it could be in parts of Botswana but visitors from outside of Botsana including Botswanans themselves won't think it is when they are quarantined for a fortnight or not allowed in at all.

You post as if you have one brain cell - ALL or NOTHING - if you paired up another few cells when it comes to TLOU you'd have a few more options that is all I am saying!

Think about the diagram which could represent 3 hour periods of gas (G1), {solar and gas , solar , solar and gas } (SG) , and gas (G2)!

If we said SG is 6 hours of solar alone, and a mix of gas and solar for 1 hour each at disk and dawn that might be generous towards solar at times.

G2 - G1 - SG- G1 is 8 + 8 + 2 + 8 of gas , out of one 32 hour period i.e. 26 hours of GAS 6 of solar!

Now take a more favourable period for solar

SG - G2 - G1 - SG = 2 + 8 + 8 + 2 and you get 20 hours of gas , 12 hours of solar in the same 32 hour period.

That is an idea of how I am thinking - the SG period won't always be 8 hours throughout the year but it is likely to be a good average of long and short seasonal days.

CBM is VITAL , and SOLAR will help it in the early days if the gas pressure can build up during those 6 hours (or the gas can be compressed for use later) - I'm not a gas engineer - we have Tony and friends for that!

Whoopee the sun is out - time to exchange some solar energy on Poppy's walk/run!
At least I saw Joanna Lumley (74 tomorrow?) on TV - she always brightens my day, despite the rain and cold!

MM, the whole point of the discussion is that Solar in NOT IDEAL, except at the Poles where it ok for six months at a time - it is bloody hopeless unless the sun is shining!

Even when it does shine , TLOU's diagram shows it needs bolstering at dusk and twilight plus some, and the times will vary throughout the year, making it anything but ideal.

So Botswana would have needed diesel or coal fired electricity to support solar.
If you prefer to sleep upstairs , you buy a two or more storey house , you don't buy a house and a bungalow - Botswana did the sensible thing and relied on diesel and coal 24/7. It has been unreliable but that is a different story.

Things are changing, as you say, CBM is replacing coal and diesel, and solar is being given a chance to prove itself. You'd think it is going to be quicker to install , is cleaner than gas , but will be an eyesore for a country that relies on tourism as it's number 2 industry. TLOU are on the right lines here methinks. Gas before solar in the priority list, but room for both.

No sells on ASX - sells are an indication of unimpressed

I'd say it was neutral , and a lot hinges on mid-may progress. If localised lockdown is eased and includes free movement around Lesedi then the price could rise.
Mid-may isn't long to wait , let's hope it goes to plan (govt plan), and there is no covid-19 set-back in the first week which will cancel the easing.

Confuscius he say TLOU long time CBM and Solar - what's changed grasshopper?

Whizz, the company is looking good to me.
We could be looking at BDC for funding of 2Mw CBM power, and funding from a global source for solar.
And either funder to fund the poles and wires, TG might play them off against each other to get the best rates.

Some posters have mentioned the alternative funding and doubted it exists. I think TG has just captured their Queen and is playing a blinder. Not many CEO's have opened up options at such a critical time - most are facing bankruptcy imho.
I'm hoping Trina will be glad to get an order to keep them ticking over - there is probably room to get them at a reasonable price or favourable terms or both - same with the pylons or poles and cables, if we're very lucky.

Panels are from Vietnam and Thailand if they are made to order.
20Mw @ roughly 400w each is 50k panels , sounds too many to have stock-piled?

"A global footprint

From simple beginnings in China, Trina Solar has expanded globally. We now sell our products in more than 100 countries and have regional headquarters in Singapore, Tokyo, Zurich and San Jose, offices in Madrid, Mexico, Chile, Dubai, Milan, Sydney and manufacturing base in Vietnam and Thailand. Collectively, Trina modules around the world are displacing over 32 million tons of CO2, equivalent to planting 5.8 million acres of trees. "

NE, I wasn't referring to TLOU ittself when querying why solar isn't the major means of daytime power. I meant as a nation or sub-continent. Why are they messing around with diesel and coal whilst solar is just screaming out to be utilised? There must be a reason - maybe simple - if the overnight supply needed diesel or coal power then why duplicate them with a part-time alternative? I really don't why but has the reason disappeared recently? I doubt it.

If backing for solar is as available as I think it is, it occurs to me that there is just a possibility of financing solar and getting funds for the distribution under the same deal.
Could that be cheaper than funding the poles from CBM finance deal?

If jobs are scarce in Botswana, what an mutual benefit building a panel farm and erecting the distribution poles and wires might be to the commubity and TLOU. Social spacing looks simple on both , being in the open air.

I'm warming to the idea. I think TLOU are saying that batteries are not necessary with solar AND CBM because CBM will operate while solar is compromised (overnight and poor weather).

Trina Solar Panels are the manufacturer rather than the type of panel. They have a website.

Have looked at the presentation now and page 7 has an interesting photo of poles and wires.
I now wonder if TG talks about them literally or not ?

Page 17 has a photo of a herd of elephants , my initial fear was trampled panels.

Comforting presentation, CBM looks to be high enough priority to allay my fears.

I hope that we are not putting all our eggs in the solar basket.
For 24/7 supplies, CBM backed up by solar is a complete solution. If solar fails, we still have 24/7 capabilities for decades with CBM.

I can hear you all saying "there he goes again, raining on the parade!".

Not so, as we have have been asking this week, why isn't solar established already? The answer to that is still true, though nobody on here knows yet what it is ?

What I do feel, is that a rat race for solar is a level playing field for all-comers! And they might all find what the reason is to their cost, or back out if exploration reveals the reason.

BUT that is nowhere near true for CBM where there are only two runners, and we have a clear lead measured, maybe, in years for production wells. And we are in a sprint , whilst Kalahari is in a long distance race ( up to 12Mw v ovr 90Mw) so we'll be in the showers whilst they are plodding slowly around a few extra circuits.

Before Xmas, the whole world seemed to pro-solar at the renewable energy conference and investors seem eager to invest. It might be cheaper to finance solar and we have the land reserved for it, so if it as fast as anticipated here - it could well derisk us a company so CBM deals will be easier to get at good prices.

Good news if so, the sp will interesting over the next few days.

To achieve frequent trader status for the month, Whizzer?
The final entry on LSE trades was a sell for £5.54 and there was one on ASX for just £2 on Monday.
It is possible to attempt a buy or sell a sensible number but at a limit price which matches a tiny number and is not repeated , leaving you with a trade for that tiny number.

I've been tempted to sell 1 share at a stupidly low price when "chancers" offer a stupidly low price. It might screw the buyer up - one 4p share for several quid commission?
Trouble is my own commission charge means it I'll have cut off my nose ..... and sod's law some silly bee would probably take the rubbish price so it would not work?

As to solar, there is no agreements on offer for it are there, Whizz?
You'd imagine the imminent PPA is purely for CBM sourced power (otherwise we could burn coal instead and deny Botswana's plan for cleaner fuel).

We have permission to produce 20Mw of solar, but not an agreement to buy it from us?

Wipe it on (PPA , right hand)
Wipe it off (PPA, left hand)
Super film Eddsy :O)

Finding Minister Moagi on a video , speaking English, is so difficult - they are a few of him speaking in his native tongue.

I found the 2 hour recording in which there is some English from 1 minute to 4 minute but now we can all see how Gabaake earns his money - if this is how our meetings are conducted.

I saw the Minister proposes to introduce computer programming (coding) to Primary schools so he is a forward thinker for sure.
There is little English spoken by him after 4 minutes but others in the assembly do towards the end of my extract. It is a miracle we have made as much progress as we have imho!

https://www.youtube.com/watch?v=r7kUdBsE9OM&feature=youtu.be

Cheers Wizz, I simply don't get solar as I've said before.

Like you, I assume it is easy to to find a piece of desert and bung up rows of panels in a Africa. But they aren't doing it for some reason? I was partially joking when I mentioned loads of TLOUS (elephants) invading solar farms and smashing then to pieces, but there is something holding all the countries back from getting it done. Is it battery technology that isn't up to saving enough power for overnight supplies?

This is not just Botswana or TLOU - why are countries buying dirty diesel and coal to produce electricity when the sun is begging to be utilised?

I also don't see why Sekaname and Tlou are Botswana's solution to solar?
Why isn't it open to all companies?

I am so puzzled.

BTS, "imho" is not passing anything out as fact is it?
I probably use "imho" more than any other "row of letters" or word.

You won't find a single ONE in MM posts - that is the main difference. His view is the only view?

As to Whizz , I let it go today, but the bod are not at liberty to discuss publicly what is being discussed with the govt, so what else can they do? We have to wait until both parties are ready to publish the details of the PPA. And I believe the funding will appear soon after.

I am definite on that one point - my trust in the board - I agree with just about they do before hindsight rarely throws up an error of judgement.

They clearly underestimated the amount of water at Lesedi or they'd have completed #5 and added a second pod to it before even thinking about Mamba.
But I cannot remember anyone mentioning there would be loads of underground water in a desert. They also missed out on RFP mk 1 , and should have insisted the GOVT remove the clause about preferred bidders already suppling CBM powered electricity.

At the time they thought CBM was going to be treated as a coal derivative and the paperwork would be straightforward, based on the number of coal installations.

Both errors cost us months or years in delays but I don't condemn them them for not spotting the unexpected in either case. The delays punished the shareprice, as covid-19 is doing with all the uncertainty. Everything else they have said and done has looked superb to me - that is fact!

Another fact, is I should have listened to Chris and OLDA and maybe others, when they congratulated me on buying Asiamet (ARS) a while back. I bought, and sold when I bought back into TLOU. But I'm in pocket on TLOU with an average of 2.99p so there is life in the old dog yet.

ARS are doing well just lately. Well done chaps.

DTE , work at Mamba will have been put on hold as part of the economic measures to justify our presence on ASX for 3 more quarters. I expect it might have been the first to go if they ever started drilling. They moved the rig to Mamba but have hinted Lesedi could need further use of it several times to help "dewartering" , so did they actually start drilling at Mamba?

Welcome lager, some sanity returns to this chatroom.

I share your thoughts, is there a PPA or not?
As you say it is was prepared but needed some work to complete it.

TLou openly say they are not permitted to discuss the details, so we haven't a clue what those problems are, so we don't know even if they are major or trivial?

The Fuhrer on here cetainly knows exactly what is going on - he is the the font of all KNOWledge having used his bosses' phone to ring Sasha no doubt. Poor old Sasha!

My wild guess is that the issue was simply volumes, price and timetable.
I hope the volume (i.e. whatever we can offer), and price are long sorted!
That leaves the timetable .... and neither party is putting there faith in the Fuhrer and Goitseone for some blasphemous reason, how dare they?

If the Fuhrer is right and our workforce is intact , fingers crossed, mid-May could see Lesedi open up in preparation for the generation/distribution of power with a signed PPA and funding from BDC.

I think producing a timetable for the signing of the PPA could be the hold up, imho of course!
And TG will not be busting a gut to borrow money if he is unable to use it yet. That would reduce the period to when repayments begin for no benefit all except to sooth some irrational shareholders who still don't have faith in him.

If I am fluffy , lord knows what you, the Trump of this chatroom, are.

You and Donald both announce everything as fact - you are frauds!

Donald says drink disinfectant to kill those clever buggy things that have outwitted anti-biotics , and you come on here and admit you have read that sort of rubbish? You may as well read the pictures in the Beano if it still exists.

I heard about Trump on the television news . At least he is one up on you - he realised his error and tried to make out is was the weakest joke ever!
You, never even attempt to make excuses for your claptrap!

You and Donk have something in common!
You criticise me forbeing off topic, but I present the actual speech , warts and all , and become fluffy?

"TLOU will be fully back in business by mid-May" ?????? (re 19:17 post on Monday)

Not what was said at all!
If all goes to plan, certain areas might be.
One little hiccough between now and and then and full lock-down will be be restored as now in April , if not more restrictions!
And this is a trial , limited to low risk areas amongst locals - not the 7.7BN other folk in the world who could do a Wuhan on any of us.

You confuse de-ramp with being realistic , probably because your reality is ramping out of all proportion on the slightest bit of news possible! Who on earth was that twitterer who tweeted the planned dates?????? All it took was those 3 sentences for you to lie to everyone on here as if coronavirus had miraculously disappeared! Are you really stupid enough to believe that on so little evidence? Evidently so!

https://www.youtube.com/watch?v=Sk_KljH2AUs

Uninterrupted version :O)

Whoops, did not realise it would record cursor movement, and even worse , my activity elsewhere.
That could have been very embarassing! I was recording chrome and moved to firefox - should have realised it was recording actual pixels - I do now!

I have left some of the local language so you can see I have not cut anything out.

https://youtu.be/CHXRygsPbak