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To live up to my reputation earlier - I googled (I prefer DUCK DUCK GO actually) Teesside and data centres and found reference to BLUE hydrogen ideas from BP , and a huge data centre from GOOGLE - and nothing about Kala. Blue Hydrogen and Tlou is a little bit interesting. The other oddity is that Redcar was the proposed site for Sirius's port and railway terminus. I worked at BP for 5 years or more too.

We know little about Kala so they are a closed book. If Sirius had struck the same deal as TG has , interest free loans in return for Polyhalite there are quite a few of us who may have missed out an TLOU on ASX. But Kala probably don't have a Polyhalite to Electricity generator. Perhaps diamonds are involved too , another gem from our newsrooom otherwise known as a Comedy of Errors. Botswana and Boko and Southern Africa makes a lot more sense to me, except Teesside climate is easier to cool if the machines even get warm up there 😜

Https://drive.google.com/file/d/1A0ydA11qrtKlMsSHi2CdNkIMe569owu-/view?usp=sharing

As well as AVN and SXX there is a multitude of USOP , HMV , WBI , HL and other boards.

All with CEO's not fit to lick TG's boots! All of them as stupid as Bots with too much ambition or inability to the truth. TG has been exemplary throughout in the most testing period imaginable. OK he did not have the foresight to see a pandemic might happen along with the rest of the world except BOTS , who still thinks it was a hoax or trivial to Botswana.

We are so close to seeing how the future is going to pan out , and TLOU's future is not going to be the fire but more like a banquet. Economy of scale was Bots view for Sekaname , 97MW instead of 10MW , and Sekaname failed to achieve 6MW. Chris Fraser was not content with a Polyhalite mine he wanted an underground conveyor, a railway , a port and ships!!! David Williams wanted African franchises for broadband when many places in the UK had none. Fox at HMV warned us that sales were marginally down when they were diabolically disastrous. WBI talked Carbon Credits without understanding they were not payable at all. Luckily I foresaw that one and escaped in profit. Is it any wonder that I have faith in TG? He has mitigating circumstances to blame for some of his mistakes but BOTS does even see that!

I look forward to the green lines disappearing if both Winni and I succeed in shutting him out.

He is a maggot - and gets underneath my skin! Apologise for the rubbish you offered today clown.

Don't apologise to TG it will take too long because you've have a good say to say about him!

I'll be delighted to be contradicted on that. It is like a copper once said .... Answer yes or no!!!! Have you stopped beating your wife? (Impossible to answer without incriminating yourself).

Jethro asked this in a different way (a shaggy dog story involving a teacher and kids) but in essence we all know what a number one and two is in the bathroom. So what number is a fart?

Facebook keep send me videos of him for some reason. AI at work?

Https://drive.google.com/file/d/1LuH-QOj3XKCwV-bdCJ4Ur4GyohYH9C07/view?usp=sharing

This is the content of the top few posts on LSE after I processed page 1.

If Bots had filtered me ten years ago , we'd not have had this diatripe (another new word 1+1+1+1, not a miss spelling) because I filtered you as often as I had ready meals.

You insult every poster on here if you seriously don't think that they are not irritated by the diatripe.

But the same people recognise thaat you are spreading lies about anything that starts with a capital T , and like me , they don't want new investors to believe your lies.

I spout a lot , but they know that it is only my opinion and my opinion is and has been almost forever that we can trust TG with our life savings and TLOU should by any logic have died years ago , bankrupt!

That is has not, is testimony to TG's diligence in keeping costs below his meagre budgets , especially since 2019 when Covid emerged. He must have felt like giving up many times. The PPA could have been sorted in no time and he'd have 2MW and Seka 98MW but no, that turned into 2 years of mistrust and diligence tests by the Govt and bidders. We came through the PPA with only 1MW more maybe than he wanted , better than 50MW each!

And we were ready to bash on towards production! TG thought up an incentive to get a new placing up and running from shareholders who were not disposed to empty their banks.

He offered cheap option shares at the bargain price of 4.4p or 8c for a maximum of 1/6 of the number they purchased. At the time , 5.6p shares for 4.4p , but he was expecting the price to rise quickly , and with that bigger profits on the option price. It would have worked for many of us. I was considering using my savings account or selling the house and lnd living in it until I die and getting their valuation of it on that basis. I think I asked on here if anyone had done it.

The more placings I acquired , the bigger 1/6 would be , it was a good idea.

He gave us 2 years to decide whether to take those options - and income was almost certain to be coming in within 2 years.

And then Covid scuppered the current price and 4.4p was absolutely no inducement at all!

Not only were the options dead , the placing price to get the options was as well!

I think the Doc underwrote that placing - that must have been costly , but he is still fully supportive - says a lot I think! TG stuck around too , thank X , and managed the partnership with Synergen Met perfectly! Heads we'd win, tails we'd continue with the original plan after Covid and lockdowns were over.

And he had discussions with Kala (almost surely?) and created the ground rules for them to form a partnership!

Not what we have now, but the difficulties of a start-up with Govt screwups and pandemics and shareholders up to their eyes in shares that had depreciated. i.e. funding a recovery was tricky!!!

Kala's forward plan was conceived. Now is gestation time.

Fair enough M1M.

I responded to Big (someone) (maybe Jeff) who was told that his broker did not allow ASX shares to be held in his portfolio with them. He was advised to sell up, or move to a broker who did.

I had the same problem with X-O (Jarvis) but I also had my IG accounts containing both ASX and AIM shares in TLOU. At that time NOBODY expected there to be a problem , other than folk like Jeff who did gave an ASX broker.

I sold my X-O holding and bought back into my IG accounts.

IG informed their customers that our ISAs could not hold cancelled AIM shares beyond the end of 2024, most of my holdings. And on January 24th (I think) they moved my AIM shares from my ISA into a sharedealing account losing many years of up to £20k pa ISA deposits!

I don't recall anyone telling us that their broker had moved their AIM shares to their ASX ISA accounts during 2024. That would have prompted questions to IG for their reasons why the had not managed to do the same. It was quite a few months into 2025 before that I learned IG was out of kilter - much too late.

I felt very guilty for recommending IG and tried to find a solution to limit the costs for anybody that had opened IG accounts because of my advice. If I understand it right , if I'd done nothing , IG would have produced all my AIM shares in my ISA which they said was impossible all the way along.

It cost me thousands by that time I had my ASX shares in my ISA. I was desperate to beat the price rise and save myself a capital gains liability. I had to buy in both 2024/5 and 2025/6 tax years because of the £20k pa ISA limits. So had the price risen (I am dumbfounded even now why it has not) I could have been adding more tax years to get them into my SA.

I accepted a fraction of my losses as compensation , rather than risk going to court to get more after months or years or huge legal fees if I lost. I bought most of my ISA shares for less than 2c and my average in my ISA is only 1.4c so I am in profit at 2c now. But I have fewer shares than I had in 2024 and I have spent thousands to achieve that number. The 2025/6 shares were up to 2.7c and I'd sold near at near 1c .

Hindsight is a wonderful thing , the rise never happened , and if I'd waited I could have bought for half of 2.7c but I was expecting 3.5c to 6c prices at any minute to match the convertible notes prices for Doc and the Pension fund. I still envisage leaps to 3.5c and 6c before bigger rises.

==========

https://www.marketindex.com.au/asx/directors/ian-campbell-4

Dr Campbell has over 50 years of experience in industry, software and electronic commerce. He has played a role in commercial ventures in Australia, Asia, and USA, both as an investor and operator. Ian holds a controlling interest in ILC Investments Pty Ltd.

Company and Roles TOU Tlou Energy Limited

Non-Executive Chairman

Non-Executive Director

5mth Mar 2025

Holding TOU Tlou Energy Limited 13/03/25 357,142,856

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

The above coincides with TG standing down , and Ian standing up to negotiate with Kala and BPC in his place.

I am swayed by his non-executive role - but that could be Ian's and TG's planning to reduce TLOU spending whilst the partnership starts to flourish from first incomes in 2025 or early 2026.

We don't know how quickly Kala will achieve an income. The PPA route needs the poles and wires to be adopted by BPC and the substations and commissioning tests to be completed. And the Data Centre route is anybody's guess? Given that Kala are/were in the market for disused oil fields that are still flaring gas , it could be almost immediately after the kit is connected up to the gas, or it could be long-winded depending on the location. Kala has a home at Lesedi and security of tenure for decades is all goes to plan. Where is their kit built? China? Other far East countries? Or UAE or other middle East countries? Wherever, it is , they slipped a month on estimated delivery. We will see how reliable whoever it is might be soon.

I have little ot no doubt Kala will be generating the CBM power from our gas if the Data Centre is going to take much time to be functional and profitable. TLOU can concentrate on increasing gas flows and maybe producing on-site power if Selemo is not enough or non-existent.

Ian , Colm and GG are going to be capable of managing that with our engineers and TG is available for advice should they need him. Profitability is crying out to me - no dilution of the shareprice so the Doc's 357 million shares will soon be increasing in value. And the higher the profit the higher the price?

And once the profits allow it , I think the Doc will become a full Executive and the directors will all draw their full salaries again. That would explain the lack of news on the new CEO search? It also expains why the Doc did not underwrite the latest placing , and why he closed his other business down?

It has been a fairy story since November , I am sitting comfortably , and the story is unwinding.

Not a fairy story , but the story of a company changing hands from the exploration phase to production.

And the two at the top are owed so much by us lot at the bottom. But am I right? There is no certainty of that but it is one of the sliding doors outcomes imho.

Sorry guys , and thanks Winni for answering on my behalf.

I have been beavering away on Hot Copper whose IGNORE POSTER option is excellent once it operates.

No irritating notifications that the guy has posted at all.

I plotted a couple of charts to show how the shareprice has fared on AIM and ASX for the entire life of each.

The AIM chart shows how 5p+ was the shareprice (as I have always proclaimed) until Covid and TLOU's description of sophisticated UK investors destroyed nearly everything. Shareholders did what they always do!

They reduced a 5.6p share down to the discounted price of 3.5p , totally ignoring the absence of TG's excellent incentive to sell 5.6p+ shares on a 2 year option @ 4.4p or 8c based on the exchange used.

Quick money was needed and the major UK investors were advised that TLOU wanted their 3.5p pledges within 24 hrs ...... and they did just that. It was a one-off to counter the threat of Covid and lockdowns and keep TLOU alive? Whether that was the plan I cannot remember , but that is what happened.

The main placing was a disaster and the options never had a chance in 3 years far less 2!

I suspect funding of the poles and wires was the original aim , and TLOU managed that well given the circumstances.

AIM History

https://drive.google.com/file/d/1Wn-mj75wPHg2TUx1IvTefzwIpnCbhEt4/view?usp=sharing

ASX History to yesterday's date

https://drive.google.com/file/d/1vVVRzpXYgtET-5JIWyuPeNFbxHBsxO5N/view?usp=sharing

I also checked out Hydrogen and , despite JCB throwing £200m out of a planned £1bn budget at Hysrogen , a podcast from Scott Brown CEO of Pure Hydrogen, whose sp is only 8c+, was so uninspiring it explained the 8c.

You'll remember that TG was friends from college days with a PH guy who was approached by Synergen Met to go into partnership. The mate recommended SM approach TLOU instead and we are still waiting for SM to find a Green lance because their lance was nowhere near Green. PH talk the talk , UK buses, and Central and North American garbage lorries but an 8c sp talks louder.

It saddens me but TLOU are suffering the same way at 2c (which I think ought to be north of 11p) so know how Scott is feeling. He is renaming Pure Hydrogen because they are into electric vehicles and plan to make them Hydrogen powered whther as hybrids or pure hydrogen. JCB are talking 2028+ , PH2 have a lot longer I imagine. Solar and CBM power are the short and medium term options for me.

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