Member Info for BradSmith

Not sure how this shows on the books , but an intervening offer of 3.3c has spoiled my bid for 3.4 already.

So 19,000 @ 3.3 should be the result (from 20,000) and 200,0000 @ 3.4 c will survive for a while.

Happy enough @3.3c so no sweat.

Https://hotcopper.com.au/threads/money-where-my-mouth-is.8669502/

I am done with my experiment on trade prices. Is what is says.

I wondered why the 2m @ 2.4c was still on the books after the close.

It has now timed out but the 2405@2.6c remains as do the the 1c+ that have been ever present.

I must have refreshed the tables within 20m of the close, unless Hot Copper refresh takes longer than 20 mins at the close.

Or their source (Refinitiv) does.

"https://drive.google.com/file/d/1chA010swyyt_CxxLM9k4YEKMCVVtIfJd/view?usp=sharing"

Hot Copper limits table to 5 entries - so not sure whether the original values are gone or just filtered.

I favour filtered because the 2m @ 2c group, that were displayed earlier , have timed out and been replaced by entries that are clearly ancient. Refinitiv is changing to LSEG who want subscriptions, (as do Refinitiv for their full package - so Hot Copper may change). They probably pay already or have a deal on advertising each other.

Seller offers (TOU)

Price (AUD) Volume Trade count AUD cents

$0.0280 2,000 1 2.80

$0.0330 18,675 1 3.30

$0.0340 200,000 1 3.40

$0.0350 606,198 1 3.50

$0.0390 14,748 1 3.90

Buyer Bids (TOU)

Price (AUD) Volume Trade count AUD cents

$0.0270 100,000 1 2.70

$0.0260 2,405 1 2.60

$0.0250 351,282 1 2.50

$0.0240 2,000,000 1 2.40

$0.0180 3,000 1 1.80

The ploy is working. The order book has changed beyond recognition!

These numbers have appeared overnight.

The 20m delay attracted someone to pick up the 2405 @ 2.4c that I'd already bought , and he has left his order on the books having upped it to 2.6c

But the 2m buy @ 2.4c is striking - a week ago people would have grabbed 2.4c because they were accepting well below 2c

My work is done for the time being. I still believe any price below 3.5c (Doc's price for surrendering his convertible entitlement) is a no brainer buy. And the same applies to 6c , for the Pension Fund.

Apart from the soul who wants those 2m , the apathy here is staggering.

I am fairly certain it is TG's resignation that is responsible for that. But TG's work is done imho.

He has got us to this point , and what a point!!!!

Interest free loans from a more than willing partner , and repayments not required from our PPA earnings. They are ours and that was the whole raison d'etre for TLOU since we all invested.

And what has it cost us to be so lucky?

Simple answer! Kala get a proportion of our gas, use of some of our land for their data centre, and a proportion of our 25Mw TX line should they ever need it sell power to BPC (or maybe other entities? I dunno what the truth is about SAPP supplies.)

Not a lot imho considering they are paying for the new wells that are coming and future TX lines when 25Mw is not enough.

And they are giving us 50% of their profits on paper!

25% as cash and 75% as repayments of our interest free loans - totally painless repayment to TLOU for the sake of some gas that could produce our own power for BPC. And if Kala make no profit , we miss a payment at zero cost! So the loan is extended for another month or however long the accounting periods turn out to be.

The nitty gritty is due in September after Kala get their feet under the table with their first p.o.k..

The level of the first loan is what we await? It will determine how fast gas flow extensions will be.

I really do not believe it will be the hand to mouth approach TG has used for a decade!

I am expecting a second drilling machine and team of engineers to appear. Kala will see the cost from a billionaires point of view instead of worrying about shareholders losing value on their shares because of dilution , and how much directors can be paid for their work.

A new era beckons and TLOU shareholders are sleeping !

Starting position .

I aimed to buy 4000 x 2.3c to wipe out 2.3c

Did not allow enough money according to IG's crazy arithmetic!

Insufficient funds , so I ended up with 3750 shares and several quid that was plenty for the lost 250 .

TDW used to accept trades without funds in place - they trusted you to fund the account by settlement date.

TLOU shareholders drive me mad. My 3750 buy @ 2.3c , swayed the idiot(s) @ 2.4c into lowering their price!

Screwed me up with 20m delays hiding that fact - I cannot give money away!

As a result of this I have ended up dropping the price to 2.3c the last thing I wanted to do!

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

Seller offers (TOU)

Price (AUD) Volume Trade count AUD cents

$0.0230 4,000 1 2.30

$0.0240 95,711 2 2.40

$0.0260 7,145 1 2.60

$0.0300 202,000 2 3.00

$0.0340 200,000 1 3.40

------------------------------------------------------------------

And this is where I finished up.

Seller offers (TOU)

Price (AUD) Volume Trade count AUD cents

$0.0230 95,961 3 2.30

$0.0260 7,145 1 2.60

$0.0300 202,000 2 3.00

$0.0340 200,000 1 3.40

$0.0350 606,198 1 3.50

Wasted night's sleep due to panicky sellers - TLOU's nemesis for many years!

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

Last 2.3¢ Change -0.001(4.17%) Mkt cap ! $31.16M

Open High Low Value Volume

2.3¢ 2.3¢ 2.3¢ $86 3.75K

Buyers (Bids)

No. Vol. Price($)

2 260763 2.0¢

Sellers (Offers)

Price($) Vol. No.

2.3¢ 95961 3

Last trade - 14.08pm 15/07/2025 (20 minute delay)

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

Last 2.3¢ Change -0.001(4.17%) Mkt cap ! $31.16M

Open High Low Value Volume

2.3¢ 2.3¢ 2.3¢ $174 7.57K

Buyers (Bids)

No. Vol. Price($)

2 241429 2.0¢

Sellers (Offers)

Price($) Vol. No.

2.3¢ 92141 2 ( 92141=95711+4000-3750-3820 ) so this is right .

Last trade - 14.23pm 15/07/2025 (20 minute delay)

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

Seller offers (TOU)

Price (AUD) Volume Trade count AUD cents

$0.0230 95,961 3 2.30 (this has not included my 3820 buy (trade no. 3 must have been temporarily present)

$0.0260 7,145 1 2.60

$0.0300 202,000 2 3.00

$0.0340 200,000 1 3.40

$0.0350 606,198 1 3.50

Interesting find on Hot Copper - have not checked how easy they are to find - but there is a L2 style feature in the web page that Power Query revealed.

It shows , maybe , 5 entries but is there currently 5 sells and buys coincidentally, and the attempt to raise the ask price is currently looking good.

Seller offers Buyer Bids

Price (AUD) Volume Trade count Price (AUD) Volume Trade count

$0.0230 4,000 1 $0.0200 8,000 1

$0.0240 15,265 2 $0.0140 321,498 2

$0.0250 200,000 1 $0.0120 71,428 1

$0.0260 7,145 1 $0.0040 125,000 1

$0.0300 2,000 1 $0.0030 139,328 1

I wish I never posted this thread. I never allowed for Bots not understanding a double negative is a positive.

SO he will now point to those 7 things that I attribute to him , as my beliefs and he'll show I said them.

Out of context of course! His whole problem?? He makes no allowance for mitigating circumstances.

TLOU were reliant on GG and telephone calls from Australia or Ireland to keep the Botswana Govt sweet.

Not for weeks or months, but for years! On top of keeping each other up to date in 3 countries.

Pure hell?

How long before Bots accuses me of believing the world is flat? I have always found it difficult to treat fools lightly (something I was told at an appraisal back in the 1970's) but fortunately I never had to deal with a Donkey in those days.

Winni, my 2.4c price held out for a whole day. I have worked hard on trying to raise the optimism on ASX , and may have made some headway. Since 1st Jan , LSE have ignored TLOU and HOT Copper has replaced it for some of us.

ASX is inferior to the London Stock Exchange , and Hot Copper is even more inferior to London South East.

I have always used TLOU pages sparingly because I have never known what to expect under all theirs banners.

News, Media, Reports , About are all capable of holding the latest information and some of them have subtitles to make it even more long winded to do a 30 second check.

SO I RELIED UPON LONDON SOUTH EAST - what bird brain there decided LSE would be a good name for their site?

Easy to remember but made LSE ambiguous - not ideal when you have some of the posters we have who don't comprehend unambiguous statements far less ambiguous ones.

Back in March I was preoccupied with getting my IG accounts sorted out ISA-wise, and did not see what TLOU were releasing on their site. Dropping both LSE meanings has resulted in this stagnate position - and was a mistake. Kala must have talked them into it to exclude the UK from their plans. Share price recovery is taking longer as a result.

However , it is only for a month or two - provided Kala achieve similar results as the got in Jan/Feb. As soon as we see an interest free loan has been agreed the news will get out I hope! And TLOU will become famous in financial circles as the jammiest start-up ever! And Kala will be heroes for being generous. And I can die knowing my sons will have a very worth while inheritance other than Liz's savings and the house.

In the meantime I have to deal with poop from Poppy and Bots. Luckily I lost most of my sense of smell when I was 20 years old. So I don't know if I have had Covid. Both sons have had it more than once I believe. But since I retired properly I have limited contact with people indoors. I don't use pubs unless I visit Brighton or #1 son comes to Dorset , so my main risk has been supermarkets I suppose, and Cherries football matches where contact with people is unavoidable.

I have a new project - use Power Query to open all the indexes on Tlou Home Site and highlight any changes!

TLOU need to find a way to inform us that there is news - LSE is desperately needed in its former mode.

I suppose Hot Copper have all the announcements on their complicated pages - maybe it will be easier to monitor their announcements index which requires scrolling - something else I have difficulties with. Getting it right for all sites is impossible at my age.

Still 119 so we are locked together depending how many people do the test.

Chelsea Club World Cup champions - whoopee!

England runners up , and qualify, so we play Sweden next! Kaneryd and their goalkeeper are gorgeous imho so I'll enjoy that game irrespective of the score. Time to eat before ASX opens in 3 hours.

Hi Py, glad you’re still invested , I could not be more certain this is THE SHARE to be in!

If Kala do not produce a profit then we do’t reduce our debt to them and get no earnings either! Our debt does not increase becausec there is no interest.

I think it is fool proof. Kala have committed to helping us supply the PPA quota so if we earn from that then so can they!!!

On the quiz it was a draw - on speed I was in the top 6% abd you were in the top 5% - but it looks like their results might be honest???

Did you get the email with the appraisal? It is easy to miss because it looks like further attempts to get your banking details. And tge acerage IQ rose after I did mine. It was 119 up from 98 I think?

So if it is 119+ now they are probably bona fide.

It will be back to 98 if Donkey does the test 😀

If someone says something , future events do not matter so all these things, in his tiny mind, are true.

1. Earth is flat.

2. The sun goes around Earth.

3. Methusala lived to 973 yrs of age.

4. If you visit the sun at night you will not be burned.

5. Donkey has never been wrong.

6. TLOU are committed to providing electricity to BCP especially if funding is unavailable.

7. Covid is a hoax.

Point 6 is the one you cannot grasp.

We could have supplied some electricity to Serowe before now and we might be bankrupt now or in the near future.

We'd have bought or modified generators that could handle low volumes of gas that needed to be replaced or modified again for more gas - money down the drain either way.

Against that , we have the opportunity to delay Serowe , supply Kala with the gas and/or electricity to get their earnings at Lesedi flowing whilst spending some of their funds on increasing gas flows for Kala and BPC. Once both are being supplied two incomes would be mounting to boost borrowings from Kala for more and more wells and gas flows.

OR , THOSE CONVERTIBLE DEBTS CAN BE CLEARED AT 6C AND 3.5C , KEEPING THE SHARES AT 1.29 BILLION.

The share price will have left the 6c and 3.5c prices in their wake but the Doc and Pension fund will not suffer dilution of their holdings , and neither will those who stick with their holdings.

BPC will be dealing with a secure TLOU from the day Serowe goes live with the perfect sized generators in place each time gas flows are raised and new bigger generators are introduced. How long before BPC get that first gas? I think 2025 is possibly too early but it depends upon how well the Data Centre does. By Xmas we will know. TLOU has never been in a better place.

BPC the same, regarding Lesedi electricity - virtually guaranteed increased supplies up to 25Mw! No fear of TLOU getting into financial troubles. Are you really too thick to see all this Donkey? WTF why are plans from 2015 - 2Q of 2024 matter?

Nobody is bleating about TLOU not buying a single delivery lorry or gas cylinder! And they have not chased potential buyers to buy the first lorry load? By your logic this should be happening?

I had a look for your post talking about my exceptional logic , that you were wrong about!

And then realised it must have been in the thread when I put asterisks in the subject word filter.

The thread that someone had deleted. Was that ironic?

I have just done an IQ test and got this summary!

So my memory has not affected my intelligence after all, according to them.

Another test I did a while back showed I'd dropped to 136 but there was some memory features in that one.

This one was Q/A one at a time , and they moved on.

They want £1 for the full appraisal but I am not giving out my account details in case this is a scam.

I only struggled with a couple of questions and was 94% quicker than most on one pop up, and in the top 4% on another! I'll be interested if you all get the same messages that would confirm it is a scam.

If anybody wants to check it out it might be on "https://myiq.com/email" or "https://myiq.com" or "https://myiq.com/start" . I started with "https://www.yahoo.com/news/obama-steps-ring-deliver-knockout-144202985.html" but when I loaded it again the adverts , I guess , had changed . My advert said something like

"If you can pass this test there is zero chance that you have Alzheimer's" .

You can see why it was irresistible for me.

My free result was this

"Personal IQ Report

Your results reveal fascinating insights into your cognitive strengths and untapped potential. With scores that place you among the top performers in key areas, your abilities in Logic and Pattern Recognition are truly exceptional".

Are you still around PI? I think you beat me on another IQ test , but we were in the same sub group so it was close.

March really was the month that news broke , I found this headline from TLOU

"➢ Significant funding secured by Kala Data to fast-track development"

and took it to mean HOW MUCH they could lend us. There does not seem to be a figure but TG must have been referring to Kala's Strategy for TLOU which secures our funding. How much is probably plenty for TLOU frugality when Kala are seeking further sites like ours.

Their strategy ? .....

Backed by Strategic Investment

Kala Data is supported by a consortium of investors from the tech and finance sectors, giving us the financial strength and flexibility to pursue promising opportunities. We actively seek projects where we can add value and craft solutions that benefit both us and our partners.

Our approach to investment is adaptable. Whether through debt, equity, farm-in agreements, or bespoke financial instruments, we tailor our financial structures to minimise upfront capital requirements for our partners while fostering long-term, mutually beneficial relationships.

We don’t just provide funding—we build strategic partnerships that drive growth and innovation.

Using Iphone so not logged in = no filter = no green poster!

I see , despite all his errors , that Bots is clinging on to his stupid ideas!

1. Horizontal drilling of 100’s of yard of coal is inferior to vertical drills that might miss the coal altogethet or if it is 100% smack on it releases the depth of the seam just a frw feet!!! And the terrain is peppered with holes rendering it very dangerous to anything that moved.

2. I have added my password to Iphone and logged in! Filter working and I forget the other pointless point!!

We only have a few weeks before Kala update us on their first operational p.o.k. at Lesedi and the CBM power generator for the essential add ons needef by the data centre. If it goes to plan surely it will make headlines somewhere and Tlou will become investible to penny share deskers and billionaires. Even Bots sees the potential in the Kala partnership (Hot Copper). If Kala was not. based in UAE I can understand scepticism but it all looks totally above board to me. Interest free loans match the UAE locale and the mutual benefits between the companies is crystal clear.

Bots raised one possible flaw i.e. how were Kala going to network with their customers???? Tgey are actively looking for dusused oil and natural gas fields!!! I think it is 10000% certain that distribution from such remote placesxwould have been considered before they embarked on the planning stage! Customers might want to locate in Botswana - I would if I was responsible for an AI business! Why spend fortunes in London or New York when Botswana is open to their new industry and a new Sin City surrounded by the Karoo Badin insteadcofcthe Mojavi desert.

For newbies , I hope there are some , TG said that Botswana coal fields were expected to be far better that both Arrow and Sunshine and the Botswana Govt would be easier to work with than the Australian one which was producing red-tape galore for the CSM or CBM industry. And it was until that RFP blew up in everyone's faces.

I was beginning to think that Donkey was right to doubt that TG had not made a killing on Arrow of $3.5 bn AUD when I was first involved here. That link earlier omits Arrow but mentions Sunshine!

I therefore tried to find out about Arrow and this is confirmation that Tony was involved and Lesedi is his hat-trick of successes in the offing.

https://www.energynewsbulletin.net/coal-seam-methane-and-coal-mine-methane/news/1066194/sunshine-starts-lacerta-csm-drilling

"Sunshine managing director Tony Gilby was instrumental in establishing successful CSM mid-cap Arrow Energy and has said he sees Sunshine, one of the few remaining Queensland CSM players to have avoided the wave of consolidation now sweeping across the sector, as being about two years behind Arrow."

We live and learn .... "CSM, or Coal Seam Methane (also known as Coal Bed Methane or CBM), refers to methane gas that is trapped within coal seams".

I think I prefer CSM and the Africans might be able to say Coal Seam Methane more distinctly than my misguided understanding of CBM which I'd have bet money on is Coal Based Methane. Almost certainly Eric was trying to spit out Coalbed and may have done a good job on it. I guess we all use "CBM" anyway.

From

"https://tlouenergy.com/wp-content/uploads/2025/04/2025-04-02-Tlou-Energy-Presentation-Final.pdf"

"Convertible debt*:

o BPOPF ~155m shares at A$0.06 (6 cents) per share

o ILC Group ~166m shares at A$0.035 (3.5 cents) per share"

I knew the latter , and assumed the Pension Fund were also 3.5c , but clearly 6c has been in play for longer from days of higher prices. 3.5c was my idea of the lowest possible value , largely because we were settled at 3.5c when AIM membership existed , and then dropped once AIM disappeared and the confusion about how replacement ASX shares were managed regarding ISA accounts. We lost many long-term holders , and posters on here , as a result. The UK market has gone and the Kala Data agreement that should have boosted the share price imho, has languished because the ASX market is 15 or 16 years older and is more tired that we are after 10 years. And the key to the price recovery is new investors with no coins invested yet. We have put in our 8p , 10p and more and are hoping to see those prices return. The Pension Fund paid 11p .

If you have not read the link , it is not on these web pages because it is post 2024 and this site has been on borrowed time sine Jan 1st! I think it was a huge mistake leaving AIM - the apathy is horrendous and TLOU , never a famous share , has gone into oblivion. We need Martin Lewis to mention us because the next year is going to prove this is the deal of the century below 11p a share. A figure the Pension Fund deserve to see to justify their loyalty in TLOU. And at 11p the Doc will be extremely happy with his holdings.

I was wondering TLOU's grounds compared with inhabited grounds , and London sprang to mind.

London covers 606 sq. miles over 74 or 75 constituencies - so Greater London.

8000 sq.kms is 3088 sq.miles so there is room for a few buildings at Lesedi , Mamba and Boomslang.

Las Vegas is 136 sq. miles so there is room for a new AI Sin City in the Botswana desert.

New casinos might well need AI - perhaps Elon Musk's satellites could be a short to middle term idea, if the Botswana Govt allowed all this. AI could be the new diamonds if diamonds are no longer a girl's best friend as has been claimed on here.

Winni, Leading up to that 4c I was scurrying around , trying to get my new ASX shares under my ISA umbrella before the inevitable rat race for shares began. I was certain the rat race had started at 2.3c , then 2.7c , and even more so at 4c!

But I should have realised the rats in TLOU shares do not have jockeys to guide them. I have tried to be their Lester Piggott or Ryan Moore by conveying my belief in TLOU and was frustrated until you pulled me out of the swamp by finding the missing link in March when I was looking in June!

I am convinced someone at TLOU released the March document in error rather than Colm's dewatered version.

Hence the March reports appeared on June 11th , and it was Colm's report that Hot Copper's advanced warning announced. But I was not to know that either! When it was from Kala Data it was a bit surprising but clearly it was a mistake.

I remember an incident in London years ago. There had been an assault and a witness worked with a Police artist to create a photofit of the assailant. It was used in a wanted poster in the Evening Post or Standard!

Unfortunately they sent a photo of Nigel Benn, the boxer, in error.

A heavyweight boxer who had a grievance with Nigel, or a sense of humour, made a citizen's arrest and handed him in.

Simple psychology Winni. If you are going to sell a stock you look at the closing price to decide how much you think it is worth if there is no spread (market yet to open) , or you look at the bottom of the spread if there is.

If it is 2.4c why would offer your stock at 1.8c ? It was at 1.8c when I funded my account , then rose to 2c , the buy then rose to 2.4 , from 2.2c my original target. Buyers will expect to pay more too , and they might not try to get the 1.5c bargains that some idiots accept. The low price is what is causing the doubting Thomas's to doubt.

The evidence is that TLOU are at zero risk. There is Catch 22 with the gas flows and the generators needed.

That would have been solved if TLOU had the funds to push hard to drill more wells and get dewatering down , and knew they could follow up with an order for the optimum generators , and then final stage of linking with Serowe, and any further costs if BPC find fault with any of it.

I am guessing there might cost up to 10m AUD , and that 10m for Kala is small beer for their budget.

One TLOU is worth many abandoned oil sites with ongoing methane leakages being flared. Kala know that and that is why they persisted with TLOU and have been so generous. Several sites maybe thousand of miles apart , compared to one site which can accommodate their whole workforce forever , and is clean and organised with no filthy deserted oil storage tanks and pumps etc , and is not littered with vertical wells everywhere due to horizontal drilling? It is the difference between a bedsit in Doncaster and living in Sandbanks in Dorset!!

And that is without the existence of 3 trillions cu ft of CBM compared to how much methane is there left to leak from those oil fields and how long will it flow at the current rate? And TLOU will very likely have an ever increasing gas flow from ever increasing wells and sites in Mamba and Boomslang and , of course, Lesedi.

I am so tempted to use Liz's savings here but that would be greed, and I would be in trouble if that Civil war and nationalisation of the CBM industry were to happen or another pandemic broke out or Putin and Netanyahu moved into the area to admire the elephants.