Binary opinions?4 Jan 2025 11:46
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donkey: tlou have not performed well for the last 4 or 5 years and he has bigged himself on predicting that.
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the masses of 5 to 10 : totally expected tlou to go to the wall in 2019. after 10 years with no income and millions spent, a pandemic and worldwide lockdowns for an unknown number of years (there was no vaccine for covid), shareholders and governments in huge financial difficulties and borrowing money left right and centre to survive and interest rates rising to rub it in!
tlou were forced to use their cash for progressions to shutdown as much as possible with limited labour movements etc.
only tlou were immune to covid - seka were unaffected and neither they any other energy companies - according to donkey!!!!! why aren't seka already producing power at serowe?
he thinks he was the messiah over that period and knew this would happen? piffle!!!
the fact is tg has stuck to his promises of starting small, building a small income, and from there reinvest every pula into expanding a working project. and there is little or no doubt that the world sat on its **** and did not help him. bpc and the govt have a range of energy solutions available and two ministers have pledged to support tlou once they achieve their aim and are fedding the grid! cbm will be the favoured source of energy.
why? because it is the only green source of energy that is 24/7 whatever the weather and daylight that wind and solar rely upon!
it is effing obvious tlou, bpc and govt need to how viable cbm is on its own, and we are so close to connecting to the grid in 2025. a few months of boosting gas flows will reveal if cbm can provide the whole 10mw up to 25mw+ in a sensible timescale, or whether we can supplement the cbm power with solar and switch some of our cbm budget into solar for a quicker return, and consequently produce cbm power over a longer than ideal period.
this is plain commonsense and it was only achievable because of the pension fund and the doc. afaiac their heroism has been rewarded and this project is beyond the point of no return. as major shareholders if tg gave up today, the amount of work left is so small that the doc and pension fund will be able to find the resources to get to tg's goal without him!
the guys are probably onsite already? all that is needed is to clear the channels of finings and connect the components to generate and transport the power. the latter is run of the mill work, the former has always needed to be solved. the incentive was not there to improve gas flows until we could use them!! that day is fast approaching.
tell me where i am wrong please - i welcome true criticism - at chess i always played better players until i could beat them - it is the only way to improve imho. you have to find out is possible to achieve that standard. the 4 minute mile, modern running shoes, better surfaces to run on, #3 and #5 , #4 , #6 at lesedi .....
they are improving and we are gett
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