Member Info for BradSmith

Just took a longer look at Botala video , and listened to the start of the Q/A session.

Botala seem to be where TLOU were when the price rose to 17p on AIM.

That was pre-dewatering and pre-lockdowns , those little incidents that cost somewhere up to 7 years lost in total.

I was never sure in that period how TLOU moved from the cylinders and lorries project we all expected , to becoming a CBM Power provider. And I still don't know.

Botala , as Winni stated, are going the original path , attempting to deliver gas in cylinders on lorries, which was always a fairly sure fire success story - hence the 17p!

Flow rates do not matter! If it takes 5 seconds to fill a cylinder , or 5 hours, what does it matter? Delivery will follow a few days later anyway!

Producing real-time electricity is a different kettle of fish!!!

TLOU will need constant gas flows.

BUT .... and HUGE BUT .... until the gas is at that point we have KALA who will work with whatever gas is available! Crypto miners in the USA are grabbing disused oil facilities that are still leaking gas so TLOU is a breath of fresh methane to Kala because we are targetting them specifically.

Listening to Botala's Chris, he is echoing TG with his slowly, slowly,catch a monkey approach. It saved us going to wall , but Arab camels are around the corner, monkeys are redundant , 17p days cannot be far away imho.

Donkey's beliefs are now apparent! He is quoting all Chris's thoughts verbatim! The old LNG idea, amounts of CO2 in the gas, the clay surrounding the seams etc etc ......

He'll arrive one day at seeing how TG thinks , maybe , a big maybe!

I liked Chris, the sort of guy you'd be happy to buy a car from. They'll save some time not having to build the TX lines but they are still where TLOU were a decade ago. They are yet to find out how long "open holes" last - I take these to be Donkey's vertical drilled wells? To my mind a water well with a rope and a handle versus a reservoir (horizontal drills) for water! Limited lives imho. Bit at $220k per well they'll just dig another well or two. Meanwhile the horozontal ways will last considerably longer, and produce increasing flows (as they dewater) rather than decreasing flows as the pressures die down from the first dewatering on vertical drills.

IG have not replied and I still cannot withdraw any cash! They are paying 4.5% interest hopefully. I funded last night and tried to buy @ 2.6c (from a 2.5c to 2.9c spread) but still got "insufficient funds" error.

This morning I did a dummy buy on the fixed price quote and that looked OK as far as it got. Commission of £3 would have been charged on an AIM stock.

Only a few days until my ISA is renewed with up to £20k. Will see how that works then! Zero commission on ASX TOU?

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Had trouble viewing this but this link seems to best on my laptop....

Tlou and CBM do not get a mention - this is a all about their plans for coal and diesel. It is preparing Botswanans for a rise from 7.2p per unit to double that, in line with South Africa and other neighbours. 1.27 pula compared to their 2+ pula prices.

New coal fired plant from 2027 of 600Mw , restoration of Moripule 33% efficiency to better levels .... in short CBM cannot come quick enough because they want to negotiate lower prices from South Africa for dirty energy.

Please contradict me, I did not have the patience to read it properly, I was looking for CBM content tbh!

https://www.facebook.com/mmebotswana/posts/pfbid0d8BrYjbtxYsBfzdFzfAA8iA1anKVfqbXhRF4xQqoMKrU3bW5JbSUMGQ6VtwShnEJl

Had a look at Botala presentation , and cannot see what Donkey/Kenner is excited about. I first invested in TLOU a decade ago with them expecting to be live in 18 months on the lorries and gas containers ideas.

Botala are at least 2 years away mid 2027! on their estimates.

TLOU hace agreed and signed agreements with Kala and both Kala and BPC are expecting realistic delivery dates of Gas and Electricity in the 3rd quarter of 2025! That is the exciting April Fools day anoouncement not Botala who to their credit are saying what TG always said - there is plenty of demand from Botswana alone for several companies to get involved in the CBM power markets. Add the regions around Botwana to the domestic demand and it looks healthy for those that are successful.

https://drive.google.com/file/d/1hTXdiSv6WpbPHxh0ivUYbLyRtdxtDnF0/view?usp=sharing

This is well within my expected time table - clearly the priority for TLOU and Kala jointly. Reads as though there are no plans to segregate the wells which will both supply gas and or electricity. The deadly important factor omho is the signed financial agreement - Kala look like they are committed though we are yet to hear how much they are pledging for expansions.

Great work St Tony and his disciples .... 2025 is alive and kicking! By mid-2027

we will be a very interesting business.

Https://hotcopper.com.au/threads/ann-investor-presentation-unlocking-gas-field-for-reliable-power.8520060/?source=email

Https://drive.google.com/file/d/1FdKlHeDcuYW___xjC0WuqbkiBlpdK1qn/view?usp=sharing

TheKenner was an original handle for Donkey - and when the price was 16p he admitted to owning shares. Ever since that extremely public fact on a share notice board is a secret.

If you look at the bottom post - you will see English is not his first language.

It is obviously Double Dutch , the English meaning of which is "unintelligible or garbled speech or language".

I do talk about AIM, ASX, what TLOU might be doing et etc .... isn't that why these message boards exist? The attached was his last page on LSE before he was banned. This link, surprisingly, still finds him ..

https://www.lse.co.uk/profiles/thekenner/

I had a laugh at this .... ex spurt - a drip under pressure - comes to mid too...

What does "kenner" mean?

connoisseur

German and Jewish (Ashkenazic): from Kenner 'connoisseur' (from kennen 'know') hence a nickname for someone considered to be knowledgeable or an expert of some kind; it may also have been used ironically to denote a 'know-all'.

It may be obvious to your closed mind, but it is as logical as telling a young child, who has politely asked for refreshments on a very hot day , that she has to wait for you to win a £1m or more on the lottery first??

Surely, you would not do that? Because that is the argument here - plain as day! Unlimited Arab, interest free money, guaranteeing the future for two projects , or risking the Golden Goose going to Botswala (or maybe another country) whilst TLOU shareholders continue to baulk at fund raising on 2 instead of 3 exchanges so that NOTHING GETS DONE? Maybe Kala have approached other companies in Botswana - it makes sense - unless they are happy with TLOU!

I must build a filter into Power Query to filter your posts there. I cannot believe there are two Trumps in this world!!! And you are thicker than him!

Donkey how much is it going to cost to give Kala feed from the flared gas?

And what are the possible earnings from doing it?

It is a no brainer if the project is feasible.

"The difference is Amazon diversified AFTER they started making money - Tlou can't deliver their flagship project and therefore only ever spend money. The difference is rather significant don't you think ? "

Donkey, I should have known , you are the guy who went to London to make his fortune because you believed the streets are lined with gold!

You found a £100 note on the pavement and your companion said why did you not pic that up? Dad said , I'll start tomorrow! 😮😮😮😮

Tlou have 2 earners on the way - a Data Centre in a few weeks , and CBM power in maybe 6 months. To hold up work on the Data Centre for that 6 months play commissioning time makes sense to you??? The Data Centre represents to £10 note. You laugh at the idea of Kala getting one well and BPC getting the gas from the other - we'll see who is laughing when Kala are paying for work on BOTH wells, interest free????? And if it falls flat you will be justified in complaining. TLOU will be educated in ht epros and cons of a Data Centre in that case! That is better than wondering forever more if ditching Kala was the right thing to do without giving it a go!

You can lead a donkey to water but it will die of thirst before it drinks!

Price closed at 2.6c just below 2.7c that cost me a packet (800k shares).

We have no news of the Data Centre agreement, but, if that is announced and indeed we get interest free loans , all my shares will appreciate , imho, an absolute minimum of 100% because 5.5c (2.6p equivalent) price will be a formality! Arab religions discourage them from earning interest, so growing their business volumes is essential. Just look at Saudi football , tempting world superstars to give up lives of luxury in green and pleasant lands to work in a desert! Does not say much for those footballers , or mercenaries , who have zero loyalty to the system that earns them a fortune by virtually any standard for kicking a bag of wind.

It is wonderful that TG is not getting carried away , if Kala back out , the core business will have lost a few months maybe, but maybe less, and TLOU stay on course like we did when Hydrogen moved out of the limelight. TG knows that Kala is the answer to our dreams , he'd be nuts to ignore the possibilities.

I bought in at 8p ans saw price rise to 10p and 17p - how can TLOU be worth less than those figures now?

Tlou Energy Limited is developing power solutions in Sub-Saharan Africa through gas-fired power and ancillary projects.

Ancillary does not mean "no other" , Donkey!

"What does ancillary mean in business?

Ancillary income is defined as the revenue generated that's not from a company's core products and services. "

CBM power is the core project , and has been forever. But TLOU have shown an interest in dealing with Solar, Hydrogen, and Gas pipelines over the years. And are deeply interested in a Data Centre ancillary project that would finance the core project if it progresses. Dewatering, TX lines and substations are also ancillaries but may not fund the core project as quickly as a Data Centre agreement could. Data centres are often short term projects before another source is located - TLOU will provide CBM for several decades! No wonder Kala are keen to deal to the extent of funding us interest free!

You're so right Winni.

All they had to do is tell us that the swap needed to be done whilst AIM shares were still tradeable. And maybe add a target date , e.g. 17th Dec , so we knew post New Year (or later date if the AGM changed it) was a deadline that we should beat. We all assumed IG knew what they doing - big big mistake!

Search subject for ..... contains "Trans" or "trans"

https://drive.google.com/file/d/1dtvyDTQ5rnkQFdWOJNx2vrtVG1TpodBX/view?usp=sharing

Refreshed ...

https://drive.google.com/file/d/1w3SIgufSFkQJcU1ykBJfOMe9jkUfZjoe/view?usp=sharing

Https://drive.google.com/file/d/1K1UxjW01N2vlLPF0R3s5wfndjcEGCgmo/view?usp=sharing

Power Query is still in favour , as is TG , and TLOU in my house.

Donkey, try thinking this through! Your unmitigated bias again TG is crazy!

It is now obvious to man and donkeys (and other beasts) that TLOU were totally unaware of problems at IG. I was guilty of not taking action myself - I have relied on TB to represent us at TLOU because hundreds of emails with the same question ties up the office.

I never understood the depositary idea that TLOU mentioned and had qualms about how things were going at IG, early in December.

If you had not alienated 99% of the posters on here , I'd like to think every broker would have had people posting about their experience! We'd have KNOWN Tlou's anticipated handling of the delisting was working!!!!

Brokers who do not trade on ASX were highlighted (thanks Bob999) and certificates were possible. As a result I sold my X-O shares and moved the cash into IG! That cost me a few quid in losses, £78 I think.

But I then had my whole portfolio in IG , dedicated to TLOU on both LSE and ASX. Calamity because IG London did not know what they were doing!

I wrote to IG Sydney to by-pass London and they forwarded my message to LONDON who miraculously transferred ASX shares within a day!! Unfortunately this was in 2025 , AIM Tlou shares were dead , and these shares were not put in our ISAs!

I sold a million+ , moved the receipts into my ISA and bought back there, making an amazing 200k gain on the sold shares! Sold at 1.2c and bought back at 1c!

I then sold most, but not all the remaining ASX issuem , and did the same thing!! This time the price rose 500% during the settlement period and I caught pneumonia buying back!

I lost 800k of my shares this time , selling at 0.9c and buying at 2.3c and 2.7c

I am expecting further sharp rises this year but at least I was under the ISA protection against tax. And my 1m+ _ 200k shares had risen from 1c to 4c to lessen the pain!

Then , IG moved other punters back into their ISA;s - something they said was illegal in the UK!!!

Where does TG figure in all of this??? He DOES NOT , this is all down to IG lethargy or ignorance - it that too difficult for you to understand?????

And if this was a real chatroom , we'd have known the full story in December when AIMS shares were tradeable. You have killed this board as you did other boards! I am not blameless , being goaded into denying your tripe made this board even more boring.

You are filtered but PQ does not know that!

The attachment only requires a refresh of the web page to get the current view! No adverts - and the results can be filtered by any column to search the content. But I have other axes to grind now.

New training facilty is open!!!!!

https://www.facebook.com/share/r/16F1WrFuE4/?mibextid=wwXIfr

Needless to say I am where I was yesterday and the day before.

I have written and said that compensation is due to me but where do we start?

How many days have they cost me, and cash, on top of 600k shares lost despite the cash. I also included the link to the movements so they can see my Share dealing account has ever changing Amounts that can be withdrawn or used to purchase shares. That is what a normal broker does - the counts and balance only change if you do a trade or a trade completes? It is a shame the legal professional is such a rip off - spending multiple 10k's to win 1k's?

How can a company be so wrong? They tell us it is impossible one minute and then do whatever it is soon after! They must support Trump?

"Currency Conversion is unavailable for ISA account." was quick!

IG do not seem to allow GBP to AUD fx , just the reverse , which makes life trickier. The ISA account is possibly a better option but subject is now closed.

OMG! Just realised why my GBP cash was £38 to £55!

It was $113.44 AUD fixed in stone! So when it reached £55 , the fx rate (not the static sp) was reflected in the increase!!!!

Had it been the sp my Currency swap from $113 would not have changed much.

They have inadvertently given me the nod when to do FX because I traded at a very good rate! £55 seems to be a done deal except I cannot access it!

I thought it was too good to be true - but these wasted weeks good be a life changer! I have said too much but those of you who are bright enough to see what I mean , you are welcome.

IG allow us to Trade in Shares but their primary business is for gambling on movements. Orthodox stockbrokers merely value your account as a number of holdings and an amount of cash! It matters not to them if you are up or down the number are static.

CFD operates on a daily basis and that is why I was confused! £55 appears absolutely nowhere!

Here is the evidence , slide back and forth to see what confused me!

https://drive.google.com/file/d/1PDwN36XvZnrQzpA_JWEPE8tllS5DQQZV/view?usp=drive_link

AI Overview

IG, like other brokers, adjusts your account balance based on your trading activity, including profits, losses, fees, and margin requirements, as well as overnight funding charges for CFD positions.

Here's a more detailed breakdown:

Trading Activity:

Your account balance will fluctuate as you open and close trades, with gains or losses directly impacting the balance.

Margin Requirements:

IG uses margin, which is the amount of capital you need to deposit to control a larger position, and the margin requirement varies based on the asset class and the size of your position.

Fees and Commissions:

IG may charge fees for certain trades, such as commissions for share trades, or spreads for CFDs, which will reduce your account balance.

Overnight Funding:

If you hold CFD positions overnight, IG may charge an overnight funding fee, which is an interest adjustment to your account reflecting the cost of funding your position.

Negative Balance Protection:

IG has a negative balance protection policy, meaning your account balance will never go below zero, even if your losses exceed your initial deposit.

Margin Calls:

If your account equity falls below the required margin, you'll receive a margin call, and IG may automatically close positions to protect your account from excessive losses.