Member Info for BradSmith

Everybody knows you are the reason I respond so often.

You are one of very few posters and our exchanges bore us all!

In the early days I was trying to stop you from influencing vital newbies.

For the sp to rise we needed new money at placings on top of ordinary trading.

Donkey totally disgusts me! We must be concerned about why Tony retired and the ass is still criticising him unfairly much of it is libellous. Tony has kept Tlou alive while it rose from a hopeful Calor gas to a national grid supplier to an AI power provider. That is incredibly amazing with no income , and placings out of the question, due to the non-existent share price. He has a partnership that makes total sense for both sides. If either side prospers then the whole partnership prospers - in fact that is essential for them to keep in step.

Kala presumably have a huge budget to acquire land for a Data Centre and a CBM gas supply.

Tlou has both in abundance! And they are so close to connecting to the grid which will herald the start of their long term mission. Kala are on board with the start small and expand as quickly as possible.

So far it has only cost them a tiny proportion of their budget. They are confident they can self-finance Tlou's funding and both businesses can be profitable , individually and as a pair. And Tlou is not threatened by expensive repayments on their funding costs, interest free, no time limits afaik. Kala merely wants the power it needs from Tlou over a 5 year period.

Throughout the 5 years, the PPA hedge allows new gas flows to supply BPC if the profit exceeds what the Data Centre can offer.

It seems obvious that Tlou will apportion new power to either customer and those new levels will become the minimum supply thereafter, so the number of MW should never decline. Onwards and upwards for Tlou once the TX line is operational. 25MW for BPC , unlimited MW for our partner.

Solar will help Kala in the short term and educate Tlou. It buys time for Tlou to provide higher gas flows and the possibility of testing a 2MW delivery if it does not hinder work on the wells.

Selemo was dewatered very quickly once Tlou replaced vertical wells with horizontal wells.

2 or 3 months to reach Gas desorption! Gas desorption is the physical process by which gas molecules or atoms are released from a surface or material into the surrounding environment.

Could #4 and #6 be on the brink of delivery?

Coal & Shale Gas Recovery: Engineers reduce pressure in underground reservoirs to desorb methane for energy production.

Makes sense, horizontal wells include vertical wells too , for obvious reasons, so extra horizontal channels will increase the volume of the chambers and lower the pressure.

Part-time Solar has a big role to play ..

"Solar farms provide significant value to the grid even without night-time delivery by tackling daytime peak demand and enhancing system-wide stability."

Lies Bots , you cut and paste sections beyond line 1 often.

When this pans out as I expect it to, my gibberish will have you all in awe!

And if I lose all my funds at least I have no debts plus the missus ISA account which is intact.

I have to smile when the Taxi driver who used to photocopy Red Hot Penny shares for me!

That uis where I first heard about Tlou, and he was invested too!

He was divorced and was short of cash - so he sold all his Tlou shares and regretted it until the price crashed!

He made a super profit so we both benefitted from our wive's actions!

Bots , the Doc is funding SFA , can't you see that?

He is appeasing ASX rules so we are not suspended.

If over that time he needs to increase his bridging loan, he confirme he will within a limted period!

We are not spending that bridging loan, I don't know whether Doc can reclaim it as soon as Kala fund us - which they will!

It might upset them if they have not been told why he has funded Tlou temporarily ; but I suspect they were told.

I was known as a Maverick thoughout my career because I refused to be beaten by technical problems.

My grey cells are depleting with age but my tenacity is still there.

Whose opinion stands up here? Mine or the masses who do not have faith in Tlou.

Do you seriously believe that Kala are not going to honour their partnership mandate?

After how many years of chasing Tlou? Up to 4 that we know about, but probably longer!

We dumped the Crypto plans as soon as lockdown was eased. And TG told us the plan for the lockdown period. It gave some hope of light at the end of the tunnel, but I reckon they badgered him before Covid arose and he was disinterested! Anything ws better than the nothing we had at the time of the proposal for both Hydrogen and Crypto mining. And Tlou was able to back out of both at very little cost.

And the new plan could not be better imho!!!!

Sorry guys - this all stems from Kala being set back by a 4 month delay either side of Xmas.

Colm expressed concern that we had spent all our funds preparing for new funding in early 2026.

That concern was that ASX would suspend our membership if we are ot funded for 2 more quarters.

It was a horrible read , but totally on target! Tlou has always warned us of potential risks but this time Kala must have said funding would not commence until the Data Centre is operational.

The ASX suspension looked inevitable until Doc Campbell funded us for 6.2 quarters and an assertion that he'd ensure we are funded for a couple of months!

That is so significant !!!!!!!! A couple of months was mentioned because he expects Kala funding within that period? Why? Because Jala told him that! Would he have made funds available for a couple of months if we were going to fold in 3 months? I don't think so!

Kala got the Data Centre going but now the Solar Power issue needs ratifying or axing.

The alternative is to trust a funded Tlou to dewater Lesedi #4 and #6 and new wells!

That entails the Consultants report and further investigation. Building 1MW Solar for Kala will be quicker than the extra 5MW for Tlou. But estimated times will be fairly accurate. Gas Flows more of a question mark but less compicated moving forward because it provides a 24/7 supply.

Kala need to decide which way to go. If they go down the Solar route and then dewatering is completed earlier than expected? What do they do? We have lost 4 months of dewatering already. Tlou have the incentive of having two markets ready or almost ready to accept higher flows.

If I am right the Kala announcement cannot reflect how woolly the plan is.

I'd be tempted to throw everything at gas flows, subject to the reports.

Solar has maintenance and lack of 24/7 issues, and cleaning up the site after it's useful life.

Tony has never ever talked us up - he always wanted to start small and, once the prototype was in place, he could increase the gas flows as fast as possible , OR , sell up like he did with Arrow and Sunshine,

Moagi meant well when issuing a PPA for 10MW, and Tlou played along but Tony was happy wth 2MW or 3 imho.

Along the way TLOU evolved from trucks and gas cylinders into a more sophisticated business delivering power power across 100Km of desert. And it was nigh on impossible to fund if it had goe smoothly!

But 2 years were wasted on the RFP , to be followed by something like 4 years of Covid relared issues.

We had no income and had to close and reopen wells instead of crashing on with CBM extraction.

And last March the funding was sorted , and we entered into an AI partnership!

If a builder sold us a house interest free on condition that we have a lodger in the double garage , and his rent will pay off our mortgage over as many years as it takes to repay the loan. And we'd receive 25% of his rent until the loan is cleared we'd be made! And then we'd get 50% of the rent thereone??????

Why is nobody else excited about the deal of the century? Kala were delayed with the generator delivery, and no doubt spent time with Pilot getting them sorted out. I hae no reason to doubt they will honour our agreement. TLOU meanwhile have spent their budget expecting funding to be in place long go - 4 months is a long time given the partnership is only 12 months old!!!

Doc has provided a bridging loan to let Kala catch up - we don't seem to be spending it! It is purely to keep ASX off our backs, imho.

Would we want to sell that house that we are being paid to live in? Most of you seem to yes. Victor Meldrew comes to mind.

Something new maybe MFM - a change from defending TLOU in answer to unfair posts on here.

The Pilot article includes this little gem!

"Due to the oil field reaching the end of its life, the site is currently being repurposed into a clean energy and technology hub."

I wonder how long their gas will be sustained? Is it from under the sea. Long term our reserves will not have those concerns. Pilot also have Hydrogen in mind - which may be useful if Pilot go down the green route.

And they have started marketing themselves.

https://balanced-friendship-production-6288.up.railway.app/portal/index.html

Good news from Kala who seem to be active! 4MW during H2 2026 , 1 MW complete.

They look to be ahead of us though Solar could be possible in 2026. Will Pilot profits help Kala to fund Tlou?

It will encourage Kala to press on so psychologically it won't do us harm. imho as always.

"Pilot Energy, an Australian fossil fuel firm, has installed the first 1MW module at its Dongara Data Center located at the Cliff Head Plant near Dongara, Western Australia.

Dongara – Pilot Energy

The data center project is being developed as part of a joint venture with Kala Data, and ultimately aims to expand to 4MW in H2 of 2026. The data center is currently powered by the existing gas-fired generators on site. According to the company, the facility will connect to international data communications networks via a Starlink satellite connection.

The Cliff Head Plant was formerly known as the Arrowsmith Stabilization Plant (ASP), a processing plant for crude oil from the offshore Cliff Head Oil Field. Due to the oil field reaching the end of its life, the site is currently being repurposed into a clean energy and technology hub.

The hub is expected to become part of Australia’s first offshore carbon capture and storage project, with the first CO2 injection targeted for 2026. In addition, the site will see the deployment of a Direct Air Capture system, known as "Project Wallaby," developed with Capture6 and scheduled to begin operations later this year.

In the interim, the company plans to utilize the site's existing natural gas energy assets to generate revenue. The data center project forms part of this strategy.

Pilot is an oil and gas exploration and production company based in Australia. It has recently begun to pursue diversification into low-carbon energy systems, including hydrogen and carbon capture and storage.

In January, the company announced plans to develop a hybrid solar and battery storage project colocated with a 50MW data center project in Western Australia alongside SN Energy.

UAE-based Kala Data is a technology company specializing in the “monetization of energy assets through high-performance computing,” placing immersion-cooled containerized modules at gas flare sites."

My Firefox browser doesn't do auto login when I enter the websites, anybody know how to fix it?

I think I just fixed it. I went to Preferences > Privacy. Then, in the History section, I changed the Firefox will: from "Use custom settings for history" to "Remember History", and it works.

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

Must have changed it trying to sort out of Dark screen.

Browsers include Dark mode options nowadays. And a lot more!

It is a minefield!

Taken a while to sort this!

I extract strings between "http .. and... pdf" but lose http and pdf as well!

Trying to put them back has taken all day "http" & extracted bit & "pdf" fails because it looks for columns called http and pdf and defaults too null!

I then looked at Chandeep's book and saw a similar example!!

This is the solution .... I thought I had forgotten something!!! But it works beautifully!

List.Transform(List1,each "http" & _ & "pdf")

input List1

s://tlouenergy.com/wp-content/uploads/2025/11/2025-Results-of-AGM.

s://tlouenergy.com/wp-content/uploads/2025/10/Q2-2025-Operations-Report.

s://tlouenergy.com/wp-content/uploads/2025/10/Appendix-5B-Sept-2025.

result

newsAnnouncements

https://tlouenergy.com/wp-content/uploads/2026/04/Quarterly-Operations-Report-1Q26.pdf

https://tlouenergy.com/wp-content/uploads/2026/04/Appendix-5B-Mar-2026.pdf

https://tlouenergy.com/wp-content/uploads/2026/03/260219-Data-Centre-Commissioned.pdf

https://tlouenergy.com/wp-content/uploads/2026/03/Quarterly-Operations-Report-4Q25.pdf

https://tlouenergy.com/wp-content/uploads/2026/03/Appendix-5B-Dec-2025.pdf

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

No wonder they are investing in AI that command is crazy.

It has to be list i.e. one colm so _ is one entry. each is a for all loop!

And transform is amend so it is all there!! What else could it mean?

I was using Table.Replace which made other column possible so "http" was ambiguous , as was "pdf".

Thanks for telling me Bots that you are unfiltered.

Yesterday I got into an awful mess with my puzzles. All the colours disappeared and they were impossible to do in black and white. Coincidentally DARK reader (which I have used since 2016 if their cookies are right) introduced a charge of £7.58? to continue using it! I uninstalled it immediately - this is close to ransomware?

No matter what I tried my puzzles would not change! So I switched browsers and the puzzles are back to what I want. However it seems like Firefox had not logged me in because the master password had not been requested at start up. So the filters were not applicable. I was reading Firefox , and responding on AVG where I was logged in so filter is presumably active.

Took me ages to get my missus back as my home screen on AVG which was showing me a slide show of horses from the theme I chose. Still not sure how I got there but eventually I had a choice of my last 4 home backgrounds so I grabbed her without further ado. Avg browser is based on Chrome with other features added from Github. So it is heavily biased towards Google features. Firefox is more neutral but Bing seems to weedle it's way in too often there!

Bots might talk about TG, Tlou and Botswana in a favourable light one day - but I am not holding my breath.

If anybody was serious about getting out of Tlou because they believe your cruddy posts, there have been many prices for most to leave and make a profit. WTF you are doing makes no sense to any of us!

You might have had to leave with a major loss , but 5p+ was worth rescuing before the demise.

Nathan has been in longer than you and saw every price if he was interested in cashing out.

The educated people stuck with Tlou because this was always going to come good unless we went into administration. TG keep us in business, throughout unimaginable circumstances; and not only that but the share issue is still where it was at higher prices i.e. 1.29Bn

I really cannot see our two creditors diluting the shares they already have.

And interest free funding makes placings unnecessary except for ASX rulings!

Doc stepped in again bless him.

You never tackle my logic piece by piece whereas you have held shares despite predicting them falling to extreme lows? What sort of madman does that? A lying madman!

Were you day trading throughout your lies , selling before a drop, and buying back after?

That is the motive most associate you with - but you are probably to stupid to have done that.

Who else pays Premier chatroom subs when it is free to post? You did on ADVFN when you were barred from LSE. Your subs would buy a few shares at the current price. There are buyers and sellers if you offer the right price!

100k yesterday @ 0.5c is a great example .... it is you that has no clue or IQ , it rhymes!

Nathan Mitchell's money is still in place. He could have cashed in years ago but let it run.

As to funding, I'll be amaxed if Kala force Tlou to look elsewhere and waste valuable time on external fund raising. I am sure they'll fund their own 1MW of Solar, the Tx line work , and the escalation of gas flows from existing and new wells! Not so sure about our 5MW which could be unnecessary if dewatering completes.

I as myself why only 1MW??? Is that contingency because they are hopeful #6 is going to be a life changer fairly soon? We know it is better than #4 so if #4 is OK for one generator then #6 may be enough for the other?

BUT ARE KALA making #6 available to TLOU for proving the Tx network? That was my thought for the last year or maybe more! Savings in Solar also save the cost of batteries or loss of daytime gas being reserved for the Solar drop out periods and the cost of compressors.

I hope a few of you are excited by the prospects here.

Hindu is the 3rd religion in UAE ,

Kal in the context of the UAE, particularly in Urdu, means "Tomorrow" (کل). It can also refer to the future or the day after today.

I don't think this will interest enough people to find it, but I'll steal their thunder in any case.

In Sanskrit and Islam , Kala means what the majority of shareholders believe. Another 100k @ 0.5c given away last night!

Tlou were prepared for September, hence the big spend!

This came AFTER TLOU's prep work was done.

"28 September 2025

Tlou Energy Limited is pleased to provide an update on the Kala Data Centre project, located at the Lesedi gas-to-power facility in Botswana. With civil and gas gathering works completed, the first data-centre module onsite, and gas-fired generators enroute, revenue generation is expected to commence shortly.

Highlights

Revenue now imminent – pending arrival and commissioning of two gas-fired generators.

Civil works complete – ground works, slabs, fencing, lighting and plinths finalised.

Gas system operational – gas gathering line constructed and commissioned.

Data-centre module delivered – first container installed on site.

Built for Kalahari conditions – modules manufactured to Tlou’s specifications and shipped to Botswana.

Project background & planning

Following execution of a binding Heads of Agreement with UAE-based Kala Data FZCO in March 2025, the partners advanced technical and site planning to identify the optimal location at Lesedi. This included:

Layout and tie-in design for gas gathering and power distribution.

Cabling routes and connection points.

Traffic and cranage access.

Noise and heat management to enable a staged ramp-up.

Civil & gas works

Civil works, delivered by Zismo Engineering, covered yard preparation, concrete foundations/slabs, fencing, gates, lighting, cable routes and equipment plinths. Engineeric Solutions completed construction and commissioning of the gas gathering system, providing direct connection from an existing production well to the generator base and data-centre tie-in points.

Data-Centre Modules

Data-centre modules have been purpose-built for operation in the Kalahari Desert, incorporating features to withstand high ambient temperatures and dust. The first module has been delivered to Lesedi and is currently under commissioning. The modular design enables phased deployment of additional units as gas production and generation capacity expands.

Power generation & revenue pathway

Two gas-fired generators are in transit to Lesedi and due to arrive in the coming weeks. With civil, gas and data-centre infrastructure already in place, these generators represent the final step in linking gas supply to power generation. Revenue is expected shortly after generator installation and commissioning."

Kal. meaning

kal is a Hindi word that means "tomorrow" or "future".

That is something to look forward to?

I am Liz's mathematician , how many days have I wasted on this?

I read that Power Query does not allow you to create a clickable link , and to do it using Power Query BI app!

I have wasted days and could not get it working on BI either.

Today I found a video that is unrelated to Power Query , but creates the clickable link!

A 4 year old who is not from Donnie would have thought of this first , and AI should have said do it with an Excel formula , not Power Query!

The guy in the video almost says Select the column of URLS and run this macro (having cut and pasted it into a Module/Macro file .

It works , even for year 2010 which is Apache not HTML , viewing with Firefox!

So now I need to do another 5 minutes work to be able to use the viewable content!

See you in a month .... it seems funny but I imagine the cycle I'd be in to produce this post on contractor rates!

Sub MakeSelectedHyperlinksHot()

dim cell

For Each Cell In Selection

ActiveSheet.Hyperlinks.Add Anchor:=Cell, Address:=Cell.Value, TextToDisplay:=Cell.Value

Next Cell

End Sub

I'll jazz it up to change e.g. "https://tlouenergy.com/wp-content/uploads/2022/04/2010-TE-Annual-Report.pdf" into "Year 2010" using TextToDisplay.

Winni will no doubt see that those wasted days were because my brain was in Donkey mode instead of challenging the switch to BI which I never needed at all! BI is the Calor gas equivalent of Tlou today.

Unlike Donkey , I will now uninstall BI and its followers. Power Query and Excel is the partnership I need.

Https://tlouenergy.com/wp-content/uploads/2026/04/Appendix-5B-Mar-2026.pdf

was excluded from my post this is the important section for ASX solvency.

8. Estimated cash available for future operating activities $A’000

8.1 Net cash from / (used in) operating activities (item 1.9) 267

8.2 (Payments for exploration & evaluation classified as investing

activities) (item 2.1(d))

460

8.3 Total relevant outgoings (item 8.1 + item 8.2) 727

8.4 Cash and cash equivalents at quarter end (item 4.6) 117

8.5 Unused finance facilities available at quarter end (item 7.5) 4,393

8.6 Total available funding (item 8.4 + item 8.5) 4,510

8.7 Estimated quarters of funding available (item 8.6 divided by

item 8.3) 6.2

WTF else would Doc be doing if he was financing CBM alone?

He might not want to be considered as the outright owner but the whole shooting match would be reliant upon him.

I cannot see your post relating to TG not receiving a "thank you" for his services - but has it not dawned on you that TG has stood aside as the lesser of two evils? And Doc has replaced him without drawing a salary?

Had TG said Tlou could not afford to pay his wages that would have supported ASX's worries about Tlou's solvency! We would have been suspended on ASX pretty well for certain.

Doc has effectively financed us with another $5m which raises our rating to 6.2 currently! Long enough , I hope, for Kala to take over funding provided we don't spend it on high salaries. GG afaik is drawing his full salary which is not playing the game imho. The other resignations could well have been a ploy to keep ASX happy too?

Once there is a steady income to avoid solvency issues I hold on to the hope that the board will be restored as necessary on full salaries. GG might have surrendered a percentage of his salary in which case I apologise to him. He used to be excluded from receiving share bonuses which mighthave changed recently?

Owner Shares Held Ownership Percentage

Gabaake Gabaake 385,999 0.03%

Running costs are an issue until funding is sorted out, is all I am saying , give peace a chance.

I am always trying to do sensible things and getting knock backs .

After clarifying records, list, and tables I am messing with hyperlinks and found examples that do not work for me.

"Power BI Desktop allows you to create hyperlinks directly in tables and matrices by formatting a column as a Web URL, while in Excel Power Query, hyperlinks must be created in the dataset before importing it into Power BI, as Power Query does not retain hyperlink formatting."

My missus always said it takes me 3 days to find the quickest way of doing a 5 minute job. Her definition of a mathematician I think. If only I could remember how I solved such problems.

AI is so valuable - it gives replies that MGM wants - short and to the point - and I found this response on hyperlinks.... explains why the method |I cloned does not work!

Do you really think that Doc would effectively take over the running of Tlou hook,line and sinker?

That is what you are advocating here richard head! Finishing the Tx issues , and drilling enough new wells to get 10MW, on top of the millions the Doc has already invested, is too much to ask of one individual! The alternative of finding a new investor which has to convince it's shareholders that committing millions into a start up with a share price of half a cent is madness!!!!

You, as much as anyone, have contributed to the doubt about Tlou with lies left, right and centre about TG and Botswana. Colm seems frightened of saying anything positive because of cynics like you who'll quote him as having guaranteed his hopes for the company to the exclusion of risks that are there for start ups in terms of confidence and funding.

Had Covid not appeared , the placing at 5.6p would have gone ahead without Doc having to underwrite it!

And TG's reward of options at 4.4p would have been eagerly snapped up with the market rate imho twice that price. Covid forced us to economise to survive the coming years of lockdowns , number unknown, instead of fund raising to accelerate flow rates with a healthy sp!

And you could only claim that TG was using Covid as an excuse because other companies in Botswana were unaffected????? You are such an ignoramus, the biggest plonker I have ever stood on !!!

I once attended a C course (a computer language) and the lecturer introduced himself with "Why C" and his conclusion was that its popularity was the very reason for its popularity!!!!!

Our non-existent share price is similar - it is non-existent because it is non-existent!!!

Shareholders willing to part with their shares at the ludicrous prices since we dumped AIM have not helped.

I contributed to that when I was moving my shares from my holding account back into an ISA.

I made a profit of 200k shares on the first tranche, but lost 800k on the second lot - reducing the price to 1c!!!!

I blame everybody on here for that screw up. If we'd all made it clear how our brokers were dealing with the convertion of TLOU shares on LSE to TOU shares on ASX , it would have been apparent that only IG clients were being shafted! Doing nothing until April 2025, I'd have been 800k shares and quite a few thousand quid better off. I feel responsible for introducing IG to those of you who were obliged to change brokers or drop TLOU from their holdings.

Little did I know that most brokers and TLOU were unaware of any issues! IG used two offices , London for AIM, and Sydney for ASX, and I think they both left it each other so nothing was done!

I got £650 compensation and IG only chargecommission on the FX part of my TOU:ASX transactions.

ISA's use GBP , ASX deal in AUD , so FX 0.7% is reasable methinks, and I save 10AUD per transaction.

At what stage have TLOU ever been able to use commercial gas rates if they had them?

For Pete's sake they are not even ready today without the substations and TX line being completed.

Funding has held us back for many years. And it still is until Kala clarify what they are bringing to the party.

As Winni pointed out, Kala have not given any hint of a change of mind, and are presumably still willing to help us AND THEMSELVES by the introduction of Solar power first, and then a move to CBM production in Commercial quantities with some funds coming through the door from Solar PPA and the Data Centre(s).

The decision to go Solar will not be clever if Commercial rates are achieved from #4 and #6 before Solar is even delivered on site. It is inspired if dewatering remains difficult , but foolhardy if dewatering does a Selemo and completes very quickly from now. Botala are the new Sekaname it seems. Anybody will do for you!

Probability is that Kala will prove to be exactly what is says on the tin. And what a result that will be for TG and me! Doc is not a bad third opinion - he knows what the score is from the inside and has not wavered from the belief this will succeed. TG is far being an idiot! Without 6 years of delays we'd be in production long ago.

What we have ended up with is a Midas touch! Interest free loans and an indefinite repayment plan using Kala profits? The consultations will hopefully clear up the dewatering questions. Solar power could be put on hold if the news is good. Hence the delay in a funding announcement I reckon. Pete bless Tony!