Member Info for BradSmith

$162.54 having troubles with the Iphone yet again. t's missing too

1.26bn plus 4.4m is 1.6bn on Spinc’s abacus.

That means 1.6bn + 4.4m tops 2bn shares from his genius thoughts i.e. almost 100% dilution - no wonder he thinks TG is stupid!

My view is the Data Centre deal might bring in anough earnings to buy back the 12.5m Aud converible loans keeping 1.26bn as tge staus quo!!

CBA reached a record $62.64 aud or £82.17 this week so happy days in month 2 of 2025.

Time to buy some ASX shares £82 or 0.8p no competition really one of them will be a 10 bagger soonish .

If i get below 2c next week, i will be chuffed.

Yet he has issued 1.5bn shares + taken on 12.5m convertible debt

Talk about having your cake and eating it ! Dilute 1.26Bn clown!

The cake will reach the Spincter no doubt! The more stupid you make us out to be the more stupid you look, why haven't you got an inferiority complex or are you too stupid to realise your are inferior.

Horrorshow at home this morning! My gardener rang the bell to get his money and asked if I'd seen the dead deer in the back garden? It was a fawn and he said it ws skin and bone. Poppy did not go near so I suspect she knew it was there already, and she did visit the back garden often after we got home from a walk around Xmas time. I hope Santa did not load his sled with too many presents. I hope it did not suffer , poor thing.

Https://www.youtube.com/watch?v=q_1jrIzTvMQ

might educate Sphincter about isolation and why it is not a problem.

Skip the first 3 minutes 45 seconds because most of it is inapplicable to the Crypto mining rig that sits out the back in a tidy but noisy unit. I envisage a village of such units whether AI or Crypto is the aim. It is an unused oil and gas facility which is no longer cost effective for the producers. Listen from the start for news on that.

ASX price up to 1.7c and closed at 1.6c (0.8p up 6.67%) so I am not alone in seeing the good news. Mcap over $20m AUD ( £10,427,267) , going in the right direction unlike your share issue count of 1.5bn which is actually 1,298,584,319

Scum!

Don't you think the Data Centre management team might have noticed where Lesedi is when they proved #4 was suitable for their needs? Or do you think they teleported from whereever they are based to a building at Lesedi with no windows or doors just a Tardis and a CBM connection and their kit???

TLOU are doing what they can afford to do without risking bankruptcy or upsetting their main investors. Afaik the main investors are happy.

The get rich quick brigade are hanging back until they are certain they're on a winner. And TG does not want to dilute his and our shares.

If the Data Centre bods pay a decent price for their CBM and rent on their premises , we'll be able to pay for the CBM generators and the remaining work on the Serowe supply. If it is AI there will be a major individual/company behind the Data Centre in all likelihood. Where it leaves Synergen Met is a question mark but we have Mambo and Boomslang to tap into if they get their green lance working. Hydrogen is still a long term prospect. And then there is solar.

Https://drive.google.com/file/d/12uy_fAXcO_9PP6wQ9U4JzYG_BF4rkMz1/view?usp=sharing

Ambition v Tangible - give me latter any day.

10 years and Seka now have plans ...... and you love them!!!

In another 10 years will Seka still exist or will they be planning CBM from the Moon or Venus?

Sphincter, you have the brain of an amoeba! Sorry amoebas if you see this.

Your own observation that CBM power and Computer facility will run in PARALLEL IS A SLIGHT CLUE! To me it is obvious #4 for computers (A successful proof of concept trial has been completed with Tlou providing gas from its Lesedi 4 gas production pod to generate electricity to power computational equipment).

More important is that our PPA with BPC is not compromised frpm this little gem .... "The planned Facility can be done in parallel with Tlou's supply of electricity to Botswana Power Corporation under the existing Power Purchase Agreement." The last thing we need is a court case?

If you cast your mind back to the original Crypto idea, you might remember that for Crypto the partners only needed our gas!!! They wheel in mobile kit connect to gas and away they go. It was heaven during lockdown and if this is for AI it seems certain it could be the same?

We could be earning revenue from this very soon with very little outlay. That revenue will be very welcome for BPC and their PPA. Parallel means #6 clearly!

#4 may not be dedicated entirely to AI (or Crypto maybe) which would be good news for CBM power production but initially it seems likely imho.

A huge bit of desert could be perfect for a new Silicon Plateau and Botswana would gain prestige in the AI world. Use your imagination Sphincter and stop opening up the flood gates for all the faeces you spout!

No wonder TLOU have been quiet. They could be in business any day now with a brand new industry. Surely the ASX price is due to rise on the back of this?

Up from 1.3c to 1.5c overnight. Cannot wait to see who the partner is!

25MW of CBM electricity will keep us busy for a couple of years and, if we reach capacity , we could well have an income from the new venture.

Cannot help wondering if the Doc is behind this venture - I think he made his fortune from computer related businesses - was this behind his interest from the start or did the crypto plans trigger something in the Doc?

Crypto is likely to be dead in the water but I suspect AI is very much in vogue!!!!

The downside of AI is the resources required to power it , a la Crypto , TLOU is going to be a powerhouse if this pans out!!! SM will probably create their green lance now just to confuse everything 😜

An alternative market that Sphincter ridiculed looks to a done deal!!!!

#4 is dedicated to it , and presumably #6 will be used for BPC requirements.

https://hotcopper.com.au/threads/ann-non-binding-hoa-signed-with-data-center-developer.8431641/?source=email

Hell's teeth - you were right for one simple reason!

Without that reason I have little or no doubt that TLOU would already be established and delivering CBM Power.

Are you seriously suggesting that COVID figured in your decision and you knew it was coming? It could and probably should have been the end of TLOU's bold bid to enter the African markets with CBM power!!!! That we are still on the verge of going live is testament to the skill and foresight of the Doc, Pension fund and especially TG!

I have had an Iphone communique from Hot Copper saying TLOU have announced something today - Sphincter spouts one thing - did not want to hear from him today or any day really!!! As to Eric's speech , I spent hours decoding his speech because Donkey did not understand a word of it - as usual - it was a very positive speech but Donkey did not see that! Eric swore allegiance to CBM provided they preferred bidders could prove CBM works!!!!

TG would definitely have done that several years ago with the Covid curse.

Off to see what Hot Copper has on the Windows version of their site!

Cannot see anything disgusting about the matter in question i.e. progress in 2025 towards delivering electricity to Serowe for the first time via CBM power with the exception of your lies, damned lies and statistics that misrepresent that progress totally unfairly.

It is clear the substations are very advanced and await the generators connected to a suitable gas flow. The small generators envisaged might be dedicated to #4 and #6 individually or collectively but fit TG's plan to start small within budget before growing exponentially for the foreseeable future with ever increasing income paying as much of the cost as is practical.

By then CBM power is expected to be Botswana's first choice for energy and the country will be making a profit from consumers with cheaper electricity than diesel generators produce, and greener power too. If BPC are making money it does not stretch the imagination far for them to help finance expansions and increase their turnover from CBM power. Speculate to accumalate they say - but speculation is hardly right - TLOU will have proof that both Botswana and TLOU can fulfill their original hopes and be profitable (unlike the current industry which is paying too much for imported power that it sells at a loss , when it is available). 24/7 power is the aim and the addition of solar power in daylight hours will allow TLOU to maintain their generators by day as necessary.

Https://drive.google.com/file/d/1QAHZklem8JRFsOjA10ammUCl-U8CWGJe/view?usp=sharing

Lesedi was behind Serowe so wtf are you on about?

I ticked your penultimate post because it did not have your usual agenda.

Perhaps I'll untick it now.

Anal sphincter: A ring of muscles around the anus that controls bowel movements and gas. The anal sphincter has two parts: an internal sphincter that's involuntary, and an external sphincter that's voluntary.

Donkey (aka Sphincter muscle in my house) , when are you going to realise that the control in Botswana is all down to TLOU. Until they complete the first delivery of electricity to Serowe , nothing much can happen.

They are determined to achieve that without getting into unmanageable debt , hence the slow progress and the ill-fated process of dumping AIM (so far). Like the Animals sang, their intentions are good, but they have been misunderstood in certain quarters. The timing was lousy , I agree with you on that, weeks away from ordering the final pieces of kit why did they not press on with production?

I guess the answer is that AIM membership costs are huge or whoever wanted AIM out the door was exaggerating the importance? There is only one or two individuals in the frame imho or the whole board is as bad as Donkey claims.

Once BPC have some electricity to sell from us, I am expecting Botswana to honour their pledge that CBM powered electricity will become the main source of electricity (Eric Molale and Lefoko Moagi from the old Govt), the new Govt seem to be very quiet as they pick up the ropes, but 24/7 power sources SPEAK FOR THEMSELVES compared to unreliable wind and nightly solar shutdowns that are certain? Excessive wind can damage wind farms but not CBM extraction thousands of feet underground.

Why is there so much deafening silence coming from TLOU? I sense there is unhappiness in the boardroom over the handling of the ASX flip. The blind seem to be leading the blind whereever you look - no answers from anybody currently! ASX have been hostile before regarding TLOU - we paid up rather than fight dubious ASX claims - it was the cheapest option given the ill-will it would have caused and the cost of lawyers. Perhaps the UK exchange was not so expensive after all? ASX issues are long overdue , and over the horizon too.

Good to see you are still taking an interest M1M.

And better to have something sensible to consider.

I hope you are wrong about our ISA accounts , and that our ISA transfers to sharedealing is merely a holding method and , once ASX shares are provided , they will be credited into our ISA’s, their spiritual home.

Is Colm north or southern Irish? And should he have known enough to anticipate difficulties in flipping Aim to Asx in nominee and Isa accounts?

Tlou clearly did not expect these problems back in November.

I hope it saves Tlou money but I fear this was a false economy at the eleventh hour. Tlou or Uk shareholders are both going to lose out in 2025 - the golden year????

TLOU should have established the ground rules with the brokers and their custodians in advance - the number of combinations off account types (nominee or ISA), permitted currency or exchange (AUD or LSE, ASX or AIM), broker, custodian, literate or illiterate shareholder or broker or custodian is probably a high number, making one document for all a very tricky exercise.

Unravelling what the costs to each body in the process is also going to be a nightmare? Will Custodian fees be paid direct to each Custodian or via their broker? And will TLOU , are is the process started already, where shareholders get thei tradeable ASX shares issued ahead of other shareholders??? In that case if there is a buying or selling spree , getting shares much later than the masses could be good or bad news?

IG have restored a sp on my sharedealing london shares of 0.68p so I am now showing a theoretical profit on that account. What I have actually spent on TLOU shares is a mystery that I doubt I will ever solve. Directors buying in November put my mind at rest - all this aggro will be worth it during 2025 and I might be able to afford trips into Europe to see the Cherries in Madrid, Paris and Rome for starters. Our American owner seems to have the magic touch - the Midas of the PL so far. Cherries play Liverpool at our place on Saturday and we'll see how close or how far we are from competing in Europe. So many of our defenders are young, 21 or less , that if they can cope on Saturdayand we can keep hold of them, their time will come. If not , hopefully TLOU will produce the excitement to keep me awake.

"Do you actually own shares with

Your shares are held in segregated client accounts under nominee arrangements with approved custodians. This means that they're easily identifiable as client assets and, as with cash, IG and its creditors don't have any charge, liens, or rights of set-off or retention over them."

Note "custodians" so I reckon we have a UK and an Australian bank or 3 , fighting each other over who is entitled to what??? And each is dealing with their own IG office and TLOU as well? Can of worms indeed?

Cheers W, looks like we are better off leaving it to IG to sort. I really do not want paper certificates because that will surely lose the ISA benefits as well as potential charges for digitising them. IG know we did not want them to lose ISA status and getting the paper back into an ISA on ASX so we do not miss out is probably the problem.

I guess most of us did not make profit at all, far less a taxable profit , so the annual allowance of 20k is possibly the issue for high rollers.

Not moi, but , in 2024/5 tax year , my remaining allowance won't be enough for sure. And after April 5th it will depend what the ASX sp is.

It sounds like Custodial banks might vary from broker to broker from you email? I'm wondering if IG are allowed to hold our shares directly? Maybes for our security they have to store them at a Custodian of their choosing? And their bank is the Bank of Dave or similar 😮😮

Has just taken my attention as a major shareholder.

I have never noticed it before , has anyone else?

They hold TLOU in part to operate a lottery of some kind.

Hargreaves still appear because , presumably , they allow ASX share to be held for customers. IG do too of course , I have TOU/ASX is both my ISA and nominee sharedealing accounts. ASX value 1.5c (0.76p each), TLOU/LSE worth zero!

I am fairly sure IG nominees were major shareholders so I guess all LSE shareholders are temporarily not in the reckoning. It probably explains how FNB have moved into the table????

Afaik TLOU still quote 1.3Bn shares so there is nothing major to worry about - except we know SFA about who is doing what on our behalfs?

Perhaps Donkey lives in Botswana and got some free tickets for the FNB lottery or has mates over there who have promised him a share if they win the lottery.

It makes sense to me , though I am teasing!

Same here Winni - I have been in the dark with IG's London and Sydney offices not pulling together and Sydney proved most helpful I think.

I am guessing the outstanding actions lie in Sydney and now London seem to removed all connections to LSE for our in limbo shares, maybe Sydney have a clear path to simply raise the bar and restore those shares onto ASX????

Maybe the Custodian was waiting for todays limbo dancing - that seems logical? The referee between the two offices - waiting for his chance to send them back to their corners?

But what about the other brokers? Those that stuck with GBP presumably put the shares into limbo by Jan 1st? Is IG the only one holding things up? And wtf will Jeff do with his certificate? Maybe just post it to an ASX friendly broker with their forms? TLOU must tell him or he'll be at risk of being charged? IG is £100 per certificate I think unless they make this fiasco a special case.

Do we not have a qualified member on here who understands what is going on? Or can give an educated guess? Such a being may be sorted by now perhaps? Better get ready for football - going to drive and then use the mobility scooter and park that inside the stadium. Need to pick up an authorising card from the ticket office first. Up the Cherries - in all departments!