Member Info for BradSmith

Whizzer, I do not agree with your post.

Ask yourself when you used to run a bath before we moved to showers.

If you planned to bathe at 8am you'd turn on the taps so the bath was full enough for 8am?

You DO NOT turn on the taps at 5am so the water is running down the waste pipe for most of 3 hours do you?

That is what you expect TLOU to do with gas flows?

Running a bath is the equivalent of flowing electricity to Serowe and into the grid.

Our electricity is going to come from gas generators. They are not commissioned yet as far as we know but that news feels as if it imminent. Do we turn them on? The 5 am taps? What will we do with the power until the whole line is commissioned?

How much power is needed to commission the line , switching gear? Not a lot imho?

Agreed?

And now look at the actual gas flows , the tap into the generators , and where does the gas go 5am to 8am?

Huge flares? Into the ether to quicken global warming?

I simply do not believe TG is stupid enough to turn on the taps until the bath (Serowe grid) is ready to take the power and more! #6 is only a year old , #4 was improved less than than a year ago , #3 is dormant , #5 is unfinished.

I am hopeful that Serowe grid connection will soon be opened and it will be all hands to the pump for all 4 of them OR #4 and #6 and further wells depending what state #3 and #5 are in.

TLOU have not said this is the status quo explicitly but I have believed this to be the only sensibly explanation for ages.

Is there an alternative? Of course there is - break the habit of a lifetime - SPEND SPEND SPEND from a load of shareholders who are unwilling/unable to back the company.

You and Donkey are the ringleaders for that attitude Whizzer. So TG has worked around it by trusting in the Doc and the Pension fund and we can see how slow it is going!!! TLOU are keeping dilution of our shares to a minimum as far as they can? Do we deserve that? I think we all need to look at ourselves individually on that one.

The placings have been a disaster , true. The options were pure bad luck with covid and lockdown taking the 2 year offer out due to stock prices dropping. TLOU then misjudged the offer price in December 2023 and excluded UK residens fro the placing. Why the mad hurry and confusion whether ASX was open to UK shareholders. IG seemed to think I was - but I pulled out when I had the chance to break even or make a tiny profit unexpectedly. If the RNS is the 25th then there is little point in rushing out an interim one with flow rates etc.. Bed time long ago never realised it was so late.

It is reasonable to assume that TLOU do not have those figures Whizzer.

Perhaps the fluctuations in flows are so great that TLOU do'nt know what size generator to install.

Perhaps 2MW is ok but then a larger one makes sense for while , and 2MW is enough again???

So do we buy /modify generators into a series of 2MW or try to raise the flows to justify higher generations?

And the price per unit will depend on the volumes too? I am happy TLOU will make the right decision rather than have redundant generators wich are short of gas, or 3 smaller generators when one would have done etcetc etc.

Power loss along the 100km wires will need to be measured in one the connection is made. That will vary as well depending upon the current! I am happy for TLOU to get it right over a month or two. They have committed to installing the gear in 2024/25 so we should see at least a 2MW generator soon?

I hear Fay Ripley is planning to breast feed her future grandchildren? Women lactate according to supply and demand and it is done in far eastern countries. Relactation is possible even after menopause - I am staggered? I know one woman who breast fed her first baby until he was near school age! Cows and milk depend on the formula of course. I am not clear if a woman who has never given birth can lactate - not a problem for a blood grandmother!

Paper profit is a profit none of will be taking except you and Whizzer who will glad to get your money back?

17p for you? Less than than that for Whizzer for sure?

I only need 4p per share or a good bit less but I am planning to leave my kids a share that is handsomely in profit.

Paper is also required in your outdoors loo in Donnie - I picture Alf Garnett using a newspaper with Hitler's photo on it , and grinning when an air raid alarm goes off!!! Yours is likely to be the Botswana gazette I guess?

I have just realised my filter is off - need to reapply it!

Did I say it was you Dinkey?

If the cap fits , wear it , seems likely to apply to you given your reaction! Whizzer might have thought it was directed at him? That he did not respond shows he does fit my expectations. Whizzer is partly responsible for the lack of news. Whatever TG announces is treated negatively by you and him - he cannot do anything that you approve of!

15 years without any sort of income and we are expecting news of supplying electricity in 2024 to the grid!

How many companies bit the dust in those 15 years with multi-millions going into their bottom lines??? TG has done so well to keep TLOU on target and his employees in a job.

AND SHAREHOLDERS EXPECTING TO SEE A PAPER PROFIT?

The information you envisae is pretty well useless Whizzer - it might please or displease the shareholders in those circles if they exist. But if it is bad news they will be guilty of insider dealings if they sell , and if it is good news , it is even worse , they might have a fortune set aside to buy more shares and cannot use it for the same reason - insider dealing.

And TG will be guilty as well ... so I doubt very much it is happening.

When we have a placing at TLOU's price there is room for a nod nod wink wink between them because the price is fixed and the number of shares available to each of us is pre-ordained. But even so I bet TG will stay on the right side of the law. There is plenty of news on old RNS telling us where the company is going - these rich shareholders believe them because there is no reason to doubt them. #6 developed within 6 month of the first spade hitting the ground is such goo news - we should be expecting dewatering to be easier on new drills becaise that is the historical experience - virgin wells are hard to dewater and subsequent one are easier! That was expected a decade ago!

Selemo was dewatered within 2 months of TLOU adopting it. I have always wondered how many years were spent on it prior to the adoption. It looks like Saber to me , Donks thinks it was Sekaname? , whoever it was jumped too early by a couple of months - it was game set and match to TG from that day forwards. Whoever it was had given up on CBM in my book!! The royalties were added to the sales contract to get their investment back in the unlikely circumstance TLOU would succeed! Little did they know he would!!! But most of here knew he would!! And paid 8p to 10p to prove it.

Some no doubt paid 17p and has regretted it ever since!!! Took some of them too long to realise the seeler had misjudged the potential until it peaked at 17p 😮😁- one of these days he'll realise the hat-trick is on! And seka are cowboys!

Southgate is resigning

HB,If we announce we are about to deliver 9.9 Mw just a little short of the PPA for 10Mw it will be sensational?

1.9 Mw just short of 2Mw is more likely , 10MW is the World Cup where getting to the final will be a knighthood for GS if he keeps the faith in the team and gets them to the finals for starters, wins our group stage, and then survives the KO phases.

So many top teams struggled to impress and it was the minnows that I enjoyed most! Spain stood out and looked a class above throughout. They should be favourites for the World Cup come 2026?

Donald Trump is the new Caesar it seems ..... Shakespeare's words look appropriate for Anthony (Gilby) ...

Friends, Romans, countrymen, lend me your ears.

I have come to bury Caesar, not to praise him etc

How close was that bullet to Trump's brain and certain death? Make a football match look unimportant!

Donald was quick to duck - had it been Biden or me the sniper would have had a second chance I suspect.

I hope there is a copy cat incident in Moscow one of these days. I am surprised I was pleased Trump was lucky - but he was quite heroic imho. Most would have been in shock and gibbering wrecks after that! He looked ready to fight back and Putin will have noticed that too!!!

On a brighter note I am watching a Net Zero fuel using electricity and water to produce liquid hydrogen power in a racing car. 4 times the price of petrol to produce they are mixing it with petrol to reduce testing costs? How confused it that?

I hope I see hydrogen introduced but the time scale is ten years - pesky timescales again!

But TLOU might be there in 10 years. If electricity is the major cost then TLOU will have a head start on some rivals?

True Bots, and TG only made billions from 2 measly attempts at CBM in Oz.

I expect you'll want to sack Southgate for getting further than Germany, France, Portugal , Belgium and every other European team barring Spain????? And Pep at Man City because they lost 3 matches in the PL last season?

Runner-up in Euros to a worthy winner is hardly a disgrace. For 30 minutes I was happy with team selection but then we saw Kane and Foden more in defence than attack - and at the end Spain got a winner that maybe justified Kane and Foden being deep?? There was no point in Kane beeing up front because we did not get the ball forward enough. Bellingham and Mainoo were luxuries and should have been replaced by Bowen and Toney imho.

Kane needs a Son to bounce off - and Saka and Bellingham were not a SON between them. Next best would have been Trent passing the ball to Kane with precision - and Trent never got on the pitch - Southgate should had faith in Kane and Trent together and played them both. Trent is not the greatest defender but he'll set up or score 2 goals for every goal he concedes by errors at the back.

Lesedi #6 was created and flowed within a few months Bots - did that escape your attention? And #4 was improved from lessons learned at #6 . Have Sekaname even seen a generator yet? A 93 MW generator perhaps?

Selemo is what you are describing you clown!!! Lesedi wells are going to feed Serowe and start earning funds for future wells that will match #6 I hope. I apologise to all clowns they are brighter than you for sure!

Https://www.proactiveinvestors.co.uk/companies/news/179511/tlou-energy-hails-first-power-from-botswana-coal-bed-methane-project-179511.html

Since establishment in 2009 the Company has significantly de-risked the project in consideration of its goal to become a significant gas to power producer. The Company has the most advanced CBM project in Botswana and flared its first gas in 2014. It holds 10 Prospecting Licences covering an area of ~8,300Km2 and the Lesedi Project already benefits from significant, independently certified Contingent Gas Resources of ~3.2 trillion cubic feet (3C) and independently certified Gas Reserves.

The Company is planning an initial scalable gas-to-power project in Botswana. Following successful implementation of this first scalable project, the Company plans to expand to provide further power to Botswana and the southern African region.

Selemo has been supplying the site with power since 2016 , and Lesedi #3 and #4 since though #3 was sidelined.

But I love this article , #6 looks very exciting to me, and #4 too.

https://yourbotswana.com/2023/11/28/botswana-tlou-energy-announces-first-gas-from-lesedi-6-production-pod/

Years ago I joined linkedin to view someone's profile.

And I am being pestered notifications even now because people to employ me.

I keep unsubcribing after every message, it is always accepted, and I still get more!!!

Today I vowed to close my account! An hour later I was still floundering and I found a youtube on how to do it!

Simples - click on "Me" ! Full stop there I don't have a "Me" option!

An hour later I actually arrived at a close account option!

I happily clicked it and it said "Enter your password" to close!!! And underneath they said "you do not have a password"!

So I had to create a password, upgrading my membership, in order to close my account. It worked after a couple of attempts. Typing GQjStuq8Zif6w84 not easy! An autogenerated password.

I tried to login on the iphone in the hope it was easier, I used that password which my browser has had for years!

It failed! They did not tell me I ddid not have a password on there! I hate modern websites.

Time to see the optician I think - I cannot see the keyboard clearly - putting 3 vowels together never made sense to me. All 5 does a bit. Cleaning the lenses has helped - I could not see how cloudy they were.

We are gearing up for flow rates -true #6 going well , #4 improved flows

Gas composition - it has been flaring for 8 years and has otgone out yet

Completion of sub-station - getting closer by the day

Energising the TX line - elementary Watson

Connecting to the grid - elementart Holmes

Selling power (assuming they can generate it in first place) - never been in doubt

Earning Revenue - which wont get paid on time, - cheaper prices for BPC , higher unit price than OZ prices for TLOU

Finalising project finance (for what exactly ? ) - first expansion with self financing revenue above

Talking up the opportunity - the Govt will be talking us up

Telling us how wonderful being connected to the SAPP finally is - definitely not a hindrance

Blah blah and more blah - 40 years+ of increased power prodiction is making history in Botswana

And one morning we will all wake up - we are awake good to see you joining us after 20 years

Read about the 1 for 3 Rights Issue that is essential - really? 3x2 = 2x3 immaterial! 6 of one , half a dozen of the other

TG is on a hattrick and we must not doubt him - we agree at last!

Very funny small fry! I thought you were referring to Thornback , whom I rely on to converse with TLOU (so they are not repeatedly asked the same questions over and over again) , and then I scrolled down and saw your emojis and realised your were not talking about our offices, but the winos in Gabarone who keep drinking so Kharma won't call them up for his army in the imminent civil war that we have been warned about for 15 years or more.

Ther are probably ex-employees of Sekaname - the remaining directors when they could not justify how they'd win the war and build a 93Mw CBM based electricity power house? Theie beers are paid for ny the newspapers Bots subscribes to.

Any news to report TB ... when there was little to report at the end of June , we got the RNS on the 25th July for previous years. So why it would be early this year I cannot imagine!!!!! Who raised expectations of it being earier?

30th Jul 2021 7:00 am RNS Operational Report - Quarter ending 30 June 2021

25th Jul 2022 7:00 am RNS Operational Report - Quarter ended 30 June 2022

25th Jul 2023 7:00 am RNS Quarterly Activities Report q/e 30 June 2023

How simple was that to check? LSE provide that in the RNS indexes. And people are pressurising St. Tony after false expectations are raised. It is so peeving!

Can anyone understand why Seka were given a 6MW PPA IF THE Original PPA sttod?

And if the original stands for 100MW - How does TLOU get up to 10MW ON TOP of Seka's 90+MW? 93+10 is >100. QED! Seka did fail first time round which is why TG claimed TLOU are on their own , if he ever said those words that looked very informal in Bots post that is so poorly punctuated it is hard to know where the cut and paste is and where his rantings start and finish.

"To the best of my knowledge there has been no further update on gas flows specifying quantities - please correct me if I am mistaken. Quarter update to June is due in 2 weeks - I hope this is addressed then."

OMG - What are drugs are you taking Bots?

You take a quote from 2019 , TLOU open Lesedi #6 with revised ideas on how to drill horizontally, and apply modification to #4 based on the success @ #6.

In 6 months #6 was drilled and the gas flows exceeded #4 in that time! #4 also shows improved flows! How on earth have you missed that news?

The post I wanted to see , asking what point you are making from 2017 intrigued me so I unfiltered. The preferred bidder status from 2017 counts for very little! Both preferred bidders were asked to quantify their RFP and TLOU did!!!! I think Seka backed out at that stage! TLOU has experience of managing Selemo and the electricity is produces from there so were well equipped for the questions. Seka were still following your advice and drilling vertically in the hope of hitting a needle in a haystack gas wise , and a water pipe to dewater it??? Your advice was horizontal drills were too expensive and still is, no doubt.

I despair of how stupid you are. No wonder you have not bought shares - you see a different company at TLOU than the rest of us!!

No wonder I struggle to remember the history of TLOU before 2016.

It looks like the royalties are not payable to Seka at all? Maybe they were involved with Saber or were Saber but KE were rivals ,rather than partners, with Saber (I think). Anglo might have figured in the royalties too? But that was all Selemo so Lesedi is not a problem.

"Anglo Thermal Coal embarked on a major CBM exploration drive, which started in late 2008, with the aim of delineating gas reserves totaling at least 110 billion m3 (Bcm), sufficient to justify construction of a dedicated synfuels plant. In March 2013, Anglo Thermal Coal emerged the winner of some 23 applicants for the coal blocks – the Mmamabula South and Central blocks – which are adjacent to the Mmamabula East property owned by Jindal Steel & Power, the company that recently bought CIC Energy (MiningMx, 2013).

The former Saber Energy drilled over 80 exploratory holes on their lease areas from 2008 to 2010 to test coal gas content and permeability. Saber Energy was acquired by TLOU, which merged with Talon Metals Corporation in 2010. Following acquisition, TLOU performed pilot horizontal well drilling and in the coming years will prepare updated reserve/resource statements, complete marketing and commercialization arrangements (i.e., contracts), and continue to consolidate/upgrade the resource classification through additional exploration drilling (TLOU, 2013)"

If you reply to my post about RFA etc you can see the whole thread which includes, surprise, surprise, green filtered posts that I have no recollection of. Good on LSE for using the filter in old threads. Go away filtered one!

How funny is this? I checked if it was the RFQ, RFI, RFA that KE/Seka failed to supply?

Took ages to find anything and this was what appeared!

https://www.lse.co.uk/ShareChat.html?ShareTicker=TLOU&share=Tlou-Energy&thread=7898B4E7-771E-4356-A8A4-F2A47E90F132

Deja vu?

"Good to see i am back off filter. I think we all knew it would not last for long."

I am farting around with the size of the fonts on my pc, 100% is too gmail , and 150% on LSE is MASSIVE ! Just took filter off because the abundance of green filtered messages was useless and saw that!!!!!! Dream on Donkey I have not read your twaddle for weeks!!!

I don't need to , you have not a clue about anything of interest and never have.

You make Boris look like an honest man in comparison to your tripe. KE never had funding , your pet hate for TLOU, they wanted a huge PPA to even enter the tender process!!!

The Govt wanted competition and came up with 100Mw despite TG saying he did not want a PPA that committed him to 2010 prices during 2020 a decade later!

KE needed to show the earnings from 100 Mw to attract funding imho. Did they know how to produce 100 Mw? I think we can see the answer to that!

TG got his minimal 2Mw PPA - a starting point for him in his plan to self finance future expansions to 100Mw and above , that hopefully kicks off in 2024 , and he'll get his 2024 prices for that electricity TOTALLY AS PLANNED. This is irrefutable imho!

KE/Seka dropped their 90+ Mw demand and are years away from their new goal of 6 Mw.

They succeeded in holding up progress for TLOU. The RPF could and should have redacted that paragraph mentioning a history of supplying CBM power to Botswana as a prerequisite for tenderers! The GOVT chose to start over again for JUST TLOU and SEKA in a totally atmosphere of mistrust from that point onwards! Every t and i was checked and double checked in the RFP and Seka dropped out anyway at the RFQ stage. Cost TLOU years because we could have been in production by the time Covid arrived if the early progress was maintained in an atmosphere of trust. KE's presence was likely responsible imho - it was a waste of everybody's time! They even requested an extension to the revised RFP stage and got it - adding insult to injury.

So tell us where I am wrong Donkey on just those points!! Filter back on soon because you never justify an effing thing you claim , like the troll you are!