Member Info for BradSmith

Sorry BTS, not ASX but FTSE shares v AIM shares.

I-player is soon to remove "Mystify - Michael Hutchence" , recommended on Jeremy Vines Show.
I'm watching it , knowing very little about him , a heads up before it goes.

HL has a battle of Automatic trades going on.
Yesterday sells dragged the price into the £17.70's , today the buys have been winning and the £118.30's are common.
Just looked at a profit take (dividend announcement due so I am a strong hold) and my average was £18.39 - thought that was mad - my biggest buy was £18.27 and lowest in the £17's).

Stamp duty and commission is responsible.

e.g. $18.09 on the surface becomes £18.24 underwater!

And they are up 57p in the $18.30's

I wondered if Mr Moagi speaks English and understands Irish for GG to be in CC's place.
Perhaps GG is permanently in Botswana and TLOU saved the cost of taking CC?

I guessed GG and M (not 007) might be more comfortable in their native tongue but it seems not ....

"The official languages of Botswana are English and Tswana. English, which was inherited from colonial rule (see: Bechuanaland Protectorate), is the official business language of Botswana, and most written communication is in English. A majority of the population speaks Tswana, but there are over 20 much smaller languages."

The podcast hast shaken things up (or is that down) on ASX.
3 modest sells in 15 seconds , all of 20,551 shares @ 7.8c , has dragged the price down but is hardly a run on TLOU shares.
These identical trades always look dubious to me - is it really only one trade reported thrice times?

Just listened to Gaabake in yesterday's podcast and the interim PPA sounds like it is for whatever we can produce during the dewatering process because there is so much gas being wasted. GG said it is a no-brainer , and if they can convince BG that gas flows are indeed 100% to peak at over 100 mcfd by the time that work is complete (another 100% certainty imho) it could be all systems go. That would explain the lack of info on the proposal because the amount of electricity is likely to be rising from week to week.

damo , it is what ther did at Selemo.
They had the flare burning 24/7 and decided to make use of some or all of the gas to power a generator instead of buying diesel.
That electricity is being used on site.

If flows are fluctuating and are high at their peak, we are wasting more than we were at Selemo. If they put it into a generator it will be interesting to know what size it will be.

I dont think Tony would have put the chances of commercial gas at 100% on a whim.
There is a limit to the number of times you tell the kids when you are going to arrive on a long journey to a holiday before you feel like screaming. I reckon TG has told us we are on a certainty but , like us, he cannot put a ribbon on the finishing line yet because the number of laps is uncertain!

If I click on a poster I get "syntax error"

I'd hate to build a house for some of your guys. Your removal vans would be hindering my workmen before they'd even got the roof on. Hard to believe the board would announce their plan for 2020 if it is going to be 2-3 years.
If commercial rates were achieved and certified 24 days ago, they'd be completely on target.
So 24 days is make or break?

Surface workers might be plentiful in Botswana so the transmission lines might benefit from "many hands make light work".
They have had quite a few months to plan the future so I expect you are in for a surprise - fingers crossed!

JTD , the PPA was cancelled because the bidders believed they were being assessed as coal miners - hence the paragraph that made supplying Botswana in the past essential!
The bids were not cancelled because the bidders did anything wrong (apart from not challenging that paragraph enough) but because it was a lerical error - nobody has a history of supplying CBM or CBM power - nobody could be accepted.

Hopefully that is behind us, and negotiating a PPA based on realistic numbers is being held up by the dewatering process taking longer than anticipated. We are negotiating a deal on what TLOU can actually supply with a good degree of confidence, but leaving it open to expansion if or when that figure rises.

Historically we were going to deliver CBM to external generation companies - it is the present that matters. We are maturing into a self sufficient energy company. We have paid for a Mini and got shares in Rolls Royce imho

https://youtu.be/CQ7nSPG_t7A

I have repeated the link because anybody invested here will see that is only gas flows are holding us back if you believe what you hear from our Finance Director. If you cannot spare 10 minutes fast forward to the 8th minute - it is totalling compelling.

My 2:25 post includes "Then $30M will be on the table and" at the end.

This shows how my mouse moves the cursor while I am typing with my right hand and using my left hand holding the screen so it lights up this rotten keyboard's pale letters with the screen out of sight. I typed that bit and it was not on the screen! This computer does not beep if you type into a void, so I forgot about it! Clearly the cursor was at the bottom of the box.

I'm wondering if the stress on the casing makes the keyboard field a key sequence that hasn't been typed because without a click on the mouse it doesn't matter where the mousepointer goes. Perhaps I should stop typing while lying on my back.

Wednesday 9:27 post has the link to Colm's podcast, the last 2 minutes of 10 is so heartening .. please listen to them.

Colm's final words were of more interest NE.
Anything about gas flows is "arty farty" it is evident the timings are "airy fairy", even for expert CBM engineers.
But the finances, and Colm is at home there as F.D., is known and those last 2 minutes are incredibly positive, Andrew Scott pressured him and BDC sound ready for the challenge whether we need $10M or $30M.

Whizzer has been asking what the board have been doing. I reckon they have been looking for a way to get the ball rolling - and they have found it!
On many occasions TLOU have stated that solid coal agreements are quickly agreed because Botswana are familiar with them. They, understandably, expected the same process for CBM. Alas no!

So what are they attempting? Imo they are just getting anysort of agreement from the govt , a fart in a collander for a 'cent' will do - and then Botswana will hopefully be up and running on CBM.
Bit like my Xmas shopping when my wife dragged me out - took ages to choose the first present (reluctant me) but once I'd bought the first one I used to be happy go lucky and she loved it , and she loved giving, bless her.

I reckon the podcast will give details of a PPA proposal for 2Mw rather than 10Mw - as an interim agreement.
That would then be in place opening up immediate talks with BDC for $10M which will hopefully save the placing everybody fears but also boost the sp to make a placing more beneficial for TLOU and less dilution for us.

Personally, I think the BDC agreement will be enough as long as they give us enough grace to get the generator installed and power lines up before we start repaying them. I also suspect that having got the ball rolling, they will expect it to gather moss as flow rates of the order they expect materialise. The interim agreement can then be reviewed and amended back to the current plan.

I don't see why we cannot discuss this openly with the relevant govt forces. If this is the plan, it will be an interesting 2020.
It seems to me that it is just about the only way to achieve the TLOU project plan timings.

It also keeps the project on the rails so neither party need risk billions of dollars that will bring about another Sirius disaster.

Then $30M will be on the table and

Restore defaults seems to work.

I was talking to a fellow dog walker yesterday and mentioned shares.
He recommended gold! Physical gold.
Reminded me I have an ingot that my wife's uncle from Canada gave me years ago.
I found an identical one on Ebay .....
https://www.ebay.com/itm/Extremely-Rare-Vintage-N-M-Rothschild-and-Sons-1oz-999-8-Gold-Ingot-Bar/323944140129?hash=item4b6c934d61:g:OTAAAOSwc4FdW8uH

Oh boy!
Added a second webbrowser into my search engine for febugging and got a warning message from Mcafee that LSE was corrupt! Program was looping so when it said LSE was unavailable I did not know if they had blocked me or if it was Mcafee?

Mobile was ok so saw the 2 posts since and knew it was available.

I have finally found out how turn off the firewall. And it must have been Mcafee (aka BT Vrus Protect).
It is off for 15 mins so now need to find how to removed LSE from the block!

In fairness TG has not taken the sp down at all.
Investors have done that.
TLOU are doing exactly what they set out to do - but some of us decided to change it into a race.

I have bet on them completing the course , others have bet on them finishing in the first 6 , and others on winning the National!

I am now happy, my horse is jumping beautifully and doesn't look like falling, and importantly it has completed the race twice before!

The others are worried about the opposition, either any 6 of them or the whole field , and are yelling at the jockey to speed up, some are laying their bets because they are worried about the finishing positions. Their comcern worries me in case the jockey rides too hard and my horse falls or stamina fails at a faster speed and is pulled up! Yelling at the jockey can have consequences?

I've got £250 at 2/1 to complete the course i.e. slowly slowly catch a monkey is my advice to the jockey.

Bird brain?

https://youtu.be/CQ7nSPG_t7A

Now my viagra pill has worn off (joke, I should be so lucky to have a purpose) I have watched Colm's last interview again with Andrew Scott. The soon word was not on gas flows but on PPA and BDC financing.
The whole interview sounded superb, TG could not have improved upon it imho.
It is 10 minutes long but here is the link if you need to refresh your mind.
The PPA/BDC summary is in the last couple of minutes and that alone is enough to convince any PI I think.
The early part is all you need to to know about gas flows - a brilliant layman's explanation of where we are and definitely no mention of soon. It is all consistent with the RNS so I'm wondering my head was at on Monday.

Sirius Syndrome as NE suggested looks very likely - having Tlou as my only sensible way back to beating ISA interest rates over a decade was never in my plans. I have £49k in USOP and Avanti on GXG and Jenkins and theoretically worth 12.5p and 12p per share but I have written them off in my head. Avanti has been fantastic technically, but never really sold themselves to Africa and the Middle East. Who knows, once we supply CBM electricity perhaps Avanti will have a colossal demand for broadband in and around Botswana. My great great grandchildren might benefit after all :o)
I don't have many shares in either in fact, they did not come cheap at around £3 and over £5 each.

But how cheap is TLOU? I feel like I'm in a dream when I see 4.15p now puts my account in the black on each TLOU entry on AIM.
My ASX average is 9.6c against 8.1c last night but I have demonstrated before 8.1c is a wet finger in the wind.

I cannot believe this stock - every trade show here (share trades) is A (automatic).
I really do wonder if some punters are buyin/selling their own shares :O)
It is a brokers dream? 2297 commissions.

Those coal fines will be washed downstream by water but am I right in thinking gas flows will leave anything heavier than dust behind?
So the growth of the flows once gas flows is probably going to be something like exponential.
Perhaps we coud throw some baked beans, guiness and senna tablets down the vertical bit of the lateral wells :O) they work for me.

Kind words guys , good luck whichever way you go.

NE, as usual I think you're right.

Thinking about those coal fines cluttering up the channels and there is the problem!
What a decision to have to make?
1. Speed up the pumps to 300rpm(if that is the max), and, maybe, block the channels to upset everybody!
2. Reduce the pumps to a more gentle rate, extend the time to complete the the dewatering and upset everybody because they are impatient.

Choice 1 risks having to bring the gear back to Lesedi and postponing Mamba.

Going back to MM post, as well as the Aussies knowing CBM better than us, they no doubt know the TLOU better too!
Pehaps St. Anthony has been ordained already out there? It is probably Aussies who shared the 4BN from Arrow and Sunshine gas? They know a good thing and penalty kicks are not always turned into goals. All our money is on the hat-trick I think.

Anybody managed to get 123movies onto KODI and a Fire-stick?