Member Info for BradSmith

Now they are criticising Cameron for Rishi's departure. They think he should have influenced Rishi to stay in France but clearly did not succeed if he actually tried! I have my doubts.

What is the point of a Liberal Democrat manifesto? They can promise the world to us all and will not get near being in power. Why don't they issue their conditions for an alliance with any party needing them for a majority?

A list of targets from each potential allies policies that they want to axe, moderate or replace would appeal to some voters.

E.g. Abort RUANDA for the Tories. Nationalise or denationalise certain industries for Labour.

Reintroduce the death penalty for certain crimes to all parties. It could make Lib Dems worth voting for because it would be a conditional vote towards the main party that plans something you disapprove of?

The LIb-Lab fiasco over student fees would have been avoided if Labour knew in advance that the Lib Dems would insist on their abolishment. Nick Clegg had that mandate imho and baulked. My scheme might have opened the door to a Lib-Tory pact in advance. Not a great example , too complicated , but smaller issues could be effective?

Questionnaire about the future of TLOU.

Which of these statements would have made you HAPPY, Donks?

a) Tlou dissolved during Covid , having run out of funds.

b) Tlou sell out for less than 2p per share to a company with long term plans for CBM , ditto

c) Tlou share price is 2p and expected to rise as they deliver a few Mw to the National Grid in 2024, and plan to expand production in 2025 onwards with the revenues.

d) Add an option or 20 Donks! Kharma , Seka , Massissi , Lefoko , TG , non-payment from Govt/BPC , etc etc etc none of which most of us consider to be a threat.

It is a no brainer for most of us!

Politicians today are so inferior to the old guys.

Top guys, years ago , would have dismissed Rishi's gaff in one sentence!!

"You are being dismissive of former long-term elected PM, David Cameron, who is a more than able deputy to meet World Leaders and veterans after years as our leader". Bla bla bla. It would have been good for Cameron's ego and veterans might have appreciated meeting him more than Rishi?

The Secretary of State for Foreign, Commonwealth and Development Affairs meeting the Ukrainian leaders , in particular , would not have been a snub imho, though he is not one of my favourites for sure 🥲 - I am more of a Kemi Badenoch and Ben Wallace former Secretary of State for Defence fan! Kemi and Rishi as PM and Chancellor was the dream ticket for me. And Ben's withdrawal from the PM race was a bit disappointing for me.

Sorry BOTS - we are merely never on the same wavelength.

You are talking riddles afaiac.

How is dewatering not the be all and end all?

Until it is completed to the point gas flows we remain in limbo!

That is known, at a virgin site, to be potentially years but can be months.

Once the first dewatering reaches that stage, further wells are usually completeld quicker and easier (if they are close enough to the original?).

Nearly all my faith lies in #6 being the ice breaker - things escalated in Lesedi once it was drilled.

We are not ready for peak gas flows , but that day closer week by week!

What you believe , I do not have any idea at all? You seem to suggest there is oceans of water, then deny there is much, and then I am dumbfounded when you seem to say it does not matter anyway???

There is not much of 2024 left - TG will come good shortly for me I hope - I don;t have the time to try and figure out what on earth you are saying or not saying. Clueless has nailed you and you simply accept it? I have nailed you on many occassions and you acceptit without argument. Any idiot can call someone an idiot as you do frequently to anyone who has the nerve to post here!

The so-called disciples are in broad agreement , I am happy with that , my cursor is now stable I fixed my mouse , I thought it was the mouse moving while I was typing, but it is one my chest behaving beautifully. I need to adjust the scrolling and speeds now I understand why it was misbehaving. I have no chance of understanding you, and I am not alone there I am sure, and , sadly, I don't exclude you.

Had fun yesterday - I read I could put my VPN into my internet hub so all my devices would be the same country.

I was logged in to the hub amd the mouse fell off the chair!

It refused to work and I am useless on the touchpad which was ok.

I broke the mouse open to investigate a rattling noise inside it. Thought it was a goner!

Found a wire was loose and it I touched battery terminal with it, the mouse wrked perfectly.

So the cursor was jumping because that connection was dodgy! A bit of solder and it is steadt as a rock.

Two of 3 screws unscrewed and I forced the 3rd out of its hole!!! All 3 screwed back in and the mouse is as good as new. Liz bought it doe many years and computers ago! So I am dead chuffed.

Oh BOTS , just how silly are you?

Any 50-50 opinion from you is always wrong 0-100.

There is really only two issues with dewatering!

1. As you say, there is an abundance of water flooding out of the coal from an endless reservoir underneath an effing desert! What are the chances of that ? Near 0%?

2. The alternative is that the gas is trapped behind water , and we cannot budge that water fast enough to clear the way for the gas.

a) Slow trickles being replaced by slightly faster trickles to keep the gas trapped inside the coal. 20%

b) The water is remaining in the coals and the coal is too impermeable for the gas and water? 80%

c) A bit of both ? 100%

TLOU are reporting #6 is better than #4 and #4 is better than #3 and #3 is better than #5!

The latter two are temporarily shut off , partly to save money in lockdown, but maybe while tlou learn lessons from #6 and #4. When we return to #3 and #5 they could be improved , as is the normal story , because the dewatered #4 and #6 can benefit the whole area once there are channels are opened up. And their flows will benefit even more!! My hope is #6 is so promising in a short time that TLOU are not worried about it dewatering once they go full tilt at getting the gas out.

Donks , if the water was flowing as easily as you picture it, I think the likelihood is that it would also have gas escaping with it! Our task would be separating the two. If that was so, TG would have told us imho!

Capturing gas out of water is not that difficult. Kids do it the bath with a jam jar if they hear about itat school 😮and have a curious mind. Some see if it is inflammable too?

We see how you brain does not work , so if you are expert in Botswana politics then it is good news for Botswana poilitics. The sad thing is you are not even concious of alternative views .

The reputations of TG and the Botswana Govt are very good - so that means you doubt both?

It is nothing short of madness! People think the earth is not flat - have you heard that rumour yet?

Made a mistake yesterday - he took his gorgeous wife with him.

He did not use her as an excuse , but imagine how he felt dragging her around behind him. She had the death of Indian soldiers in common with everyone but not much else. And she'd be playing second fiddle to hubby.

I wonder if she wanted to go , and if he was keen to show her off - I know I would if she was mine.

Perhaps he told her he had to back in England for an interview and it would be a short day for her.

The only one to come out of this well was Keir Starmer who was very dignified when asked about Rishi.

Everyone else put the boot in - and Farage has lost my REFORM vote that Richard Tice had won.

Michael Mosley disappearance has brought a guy into the news. He lost his father in Greece yonks ago and was never found. He reckons 10 people have disappeared over the years and their Police are useless. Each time , as now , they claimed the missing person must have left the island on which they disappeared. A couple of them turned up but most have never been accounted for.

Orapa is paying inflated diesel prices - the pipeline from TLOU to Orapa was required urgently to save those costs one day. Once TLOU is operational (before the proposed COAL mines are operational by years) and making profitable returns there will be an unrecognisable TLOU! Orapa is in the plans , additional drills and engineers will be affordable , and the growth will be exponential! If interest rates are low then debt will be welcome. A brand new world for frugal Tony. Solar is not a 24/7 solution from new companies. TLOU will merge Solar and CBM power together. And I have not forgotten Hydrogen which will be the future eventually I hope.

TLOU will be a power house - not in my lifetime - but it will happen.If it happens fast enough COAL might be abandoned by the GOVT , especially if there is a choice of COAL or TLOU for funding because diamonds are turning into plastic imitations.

Not from local Botswana newspapers is the simple answer BOTS!

Google Kalahari and Sekaname and you find precious little about them!

Items that were easily found years ago have been taken down OR produced so little traffic Google no longer bothers to trawl those pages. I don't suppose you have a clue how Google works!

They like dynamic page content and most people only view the front page of the summaries.

https://panamapapers.investigativecenters.org/botswana-2/ reveals to me why KE miraculously invented Sekaname to represent them! I definitely read Seka were virtually non existent and were a vehicle to get KE in on the 100MW RFP as a Botswana based company rather than a dodgy British Virgin Islands concern.

And that 100MW target was decided because KE/Seka said they'd withdraw unless BPC/Govt offered them a large enough PPA to make it worth their while! As I have said TG did not want a PPA that locked him into early 2000 prices when the price was going to rise with time and selling energy (gas cylinders) was going to be a case of WHERE and to WHOM?

The Govt entertained Seka because a single tender was undesirable because TLOU could name their prices without competition - whether in Botswana od elsewhere - perish the thought.

My story is credible or people have filtered me - which is why you are the only person who doubts my findings!

Seka fell by the wayside at the RFQ stage (Request FOR Quote). The difference twixt me and you is I attempt to share my source of information or why I believe what I do. And you are thought to be a total idiot by all and sundry. To get a thumbs up you resorted to having two usernames on here - how low was that?

"An RFQ is typically used during the procurement process, and businesses will send them to other companies with who they’re interested in working. The other company will then respond to the RFQ with the price estimate and any additional necessary information. Some of the information that you’ll likely find in an RFQ include the vendor’s cost, payment terms, and product details. The purpose of an RFQ is ultimately to help a business make a more informed decision of which vendor they should work with so they can get the lowest possible price."

Seka had a pie in the sky budget, performance , and no idea about what they could produce!

The had Selemo and sold it someone with proven experience - hoe effing stupid were they if they had a clue about CBM? They thought CBM was a dead duck for sure and , as I said at the time , they SOLD A COAL MINE, and TLOU BOUGHT A CBM DIAMOND MINE confident they'd make it a 40 year GOLD MINE. It has taken longer that expected after SEKA requested extra time to produce their revised RFP application!!! That is a definite delay to TLOU's progress!!! And took us closer to the Covid/Lockdown disaster. And TLOU suffered what KE had discovered at Selemo! Dewatering is slow at a virgin site but it will improve given time (yawn).

Apoplexies for all the typos - the cursor kept jumping of its own accord amd I was typing randomly all over the shop!

Vowels are awol all over the place, filling fixed length boxes is an absolute pain for me!

#6 is our gold, #4 is our diamond , and the others will add value , our VAT!

What are the chances of TLOU finding diamonds in the many acres waiting to be drilled?

They are formed 150km - 200km below ground and magma forces itself through weak points to the surface!

Shame diamonds are worthless in Bots world.

Elections are a red herring BOTS - all your chatrooms ignore you!

No matter what constitution is in power , it is guaranteed they will want TLOU to succeed in their mission to deliver CBM based electricity. Politics wasted a couple of years during the RFP RFQ period , but hopefully that process stopped any more typo errors surfacing thereafter!

The original RFP may well have been drawn up for KE in their attempt to extract gas at Selemo.

They clearly gave up on that for some of the reasons TLOU have found it a slow process compared to the theory!

At the outset , 2 or 3 years was enough to dewater , and it could be a matter of a few months given a following wind!

I have never known how long KE spent trying to dewater Selemo , if indeed they got that far!

In the Kalahari desert my money would be on months rather than years - but my presence guaranteed it would be years!

We know TLOU drilled Selemo after taking it over and had to abandon drilling gear that got stuck in the terrain.

Was the choice of Selemo wrong? Whether it was or not , TLOU got gas flowing in a matter of months and KE must have been kickig themselves ever since!!! Royalty payments discouraged TLOU from expanding Selemo but Selemo was a diamond because the concept of producing electricty was proven , and not selling either the gas or the electricity my have circumvented royalty payments. Has anyone ever seen royalty paymnts in the accounts?

Moving to Lesedi , we saw a repeat of the KE experience , and without Selemo , it is conceivable TLOU would have backed off like KE did! Dewatering has gone forever and THAT IS THE CRITICAL factor in all of this.

The timing or lack of timing led us into the Cvid and Lockdown period , and challenged the company to survive financially. Until dewatering is behind us any placings or loans will be tricky!!! We all have a lot of skin in this compay , and we are ensuring outr internal organs are limited to our hearts! Our hearts tell us TG is on the verge of completing the TX line, then the company can throw the kitchen sink and drain at dewatering at #6 and #4 because we'll be able to make use of all the gas that results.

The Govt, the shareholders, the directors, the engineers are all in suspense but it is in our hands! The tx lines and generators are expected this year. I don't see politicians in that frame at all. The incumbent Govt will be joining us in hoping TLOU achieve their agenda in 2024 - and what a start it will be for the GOVT! In power for 10 minutes and TLOU go live!

As long as it is not Ian Karma with a few thousand lazy war mongers behind him , we'll be OK.

And if Bots are lazy are la aren'nt we lucky that Natural Gas just needs to be unlocked and it will flow with labour intensive extractions like the old coal industry! But with diamonds and gold losing all their value in Botswana (and nohere else) and BPC not paying for profitable power - I fear for BOTS with his view of the country. S

You do know sarcasm is the lowest form of wit, Donks?

There is a world of difference between the Pension Fund being reported as follows ...

1. You. They did not participate in the December placing , and then changed their stance , and bought into the second tranche of up to 169m unclaimed December shares in 2024.

2. Fact. They took their full entitlement in December when the market price was less than 3.5c - but 169m shares were rejected by other shareholders.

3. Fact. They took up most of 169m shares but not all - the unclaimed shares resulted a total of 1.25bn.

4. You. 1.5bn issues is likely to rise even higher!

5. Me. TG is determined to keep share issue as low as possible, preferring to use debt that will be available at preferential rates of interest as soon as phase 1 (electricity delivered to Serowe in 2024) derisks TLOU. The Govt is an obvious source , and , at that point , investors will come out of the woodwork! IMHO this was what Kalahari Energy (via Sekaname) hoped for if they got a PPA for 100MW - the idiots thought they would be instantly derisked, ignoring the fact they had no record of success in CBM production and their reputation had South American skeletons. Sekaname were sold as a Botswana domicile company to satisfy the RFP criteria? I read Sekaname was one office containing 2 people but I have never found that again since.

KE/Seka were up against TG with 100% success at two previous CBM projects in Australia which earned $bn for shareholders at Arrow and Sunshine.

It has taken him 7 or 8 years to get close to derisking TLOU. In that time the project escalated from gas cylinders on trucks to turn key electricity at the National Grid, and the RFP was extended by a couple of years largely because KE were playing a political game in the race for acceptance as a preferred bidder. TG just wanted to get the gas onto lorries , no PPA needed , he knew the demand was there!

The RFP only needed redaction of "a history of delivering CBM to the Botswana" which was clearly referring to previous COAL RFPs. TLOU lawyers must have read it and did not realise that TLOU could not comply or thought it should be redacted!

But the GOVT repeated the whole process and both companies were wise to query any anomalies/ambiguities once mutual trust was no longer there.

And then dewatering and Covid and Lockdown, shut down and reopening of wells , financial shortages etc all contributed to delays galore. And a revised mission for both companies i.e. electricity not gas!

Without Sekaname's presence , I wonder what TLOU we'd have now? Lorries and cylinders OR both plus an advanced Electricity solution funded by the sale of gas? We may have reached the Pension fund break even price of 11p and all sold up? And lost all our profits on other BOTS projects!

The shillings in the Doc's pocket perhaps?

Why do you think I mentioned them Whizzer?

I am hopeful that once the Govt see us connected to Serowe , and electricity is being delivered , we will see a sea change. At that point, and not before, Govt support will be totally justifiable. Any Grants or Loans will be derisked and I fully expect agreements galore with repayments being open to various currencies! TLOU can repay with cash or electricity. The difference is a bit hazy - if it is cash then the cash will have come from BPC and/or the Govt in the first place 😁

Eric Molale promised as much , years ago , Lefoko went further but could not guarantee TLOU's success , neither can I because 99.99% is defintely not 100%! Power being delivered out of Serowe is 100%. I thought this was obvious - what else has been the status quo for all these years?

Whizzer , with 169m additional shares available for issue , the second tranche was undersubscribed though the Pension fund took a decent share of them on top of the original placing. The unclaimed shares were not printed so we suffered less dilution - which is a good thing provided it raised enough cash to achieve the next phase.

So 1.25BN instead of 1.4BN or 1.5BN for those that round figures up to the detriment of the board.

The Doc never participated as announced from the kick off. We do not know the reasoning behind that but hopefully he had a few shillings in his pocket as a result.

You'll have noticed BOTS continues to criticise TG for not keeping up with his idea of a schedule?

Imagine him at year dot , criticising the Italians for not building Rome in a day, and the Egyptians for not building the pyramids overnight. TG is building TLOU block by block within a budget of money and time!

The Govt know this , we know this , will you explain it to Bots he might listen to you.

As confidently predicted my buys appear as sells!

They are nincompoops to use the mean of the spread as the fulcrum!!!

How often does a trade sell for much more that the required price???? Hardly ever????

So 1.89p sell might achieve 1.9p but sure as hell it won't reach 2.045p ?

But selling , expecting 2.2p from the spread , and achieving 2.024p is highly probably - which is why I use fixed price quotes to stop that!

If anybody told me had told me someone would sing Tomorrow , My Way ,and Over the rainbow and I'd listen to all 3 word by word , I'd have thought they were mad. That is what Sydnie Christmas did on Britains Got Talent 3 times!

I grew up with Shirley Bassey as my superstar singer - not just singing but telling a story with false tears admittedly on her biggest numbers. She has a heir, with added value , in Sydnie Xmas , who took 3 of my least favourite songs and turned them from boring , imho , into emotional tear jerkers!! Every word of the song is given meaning and importance and I cannot imagine what she'd do with the great songs! Paul Anka's opinion of her rendition of My Way is what I want to hear. Sinatra's version was sickly - and Syndnie's version anything but!

To rearrange the songs is one thing - impossible for most I reckon - but to have the voice and range to perform that arrangement is possibly unique??? The clarity of Julie Andrews, drama of Bassey, and musical brain that envisages how the words on huge hits can be improved ...... assuming she does it all herself?

Looking forward to hearing some more arrangements of songs I love to start with. Elton John, Queen , Amy Winehouse , Adele songs? Crescendos are unsuitable for every song unless they are single versions (like BGT) - a whole show of crescendos would be tiring after a few songs, and exhausting to sing. I wonder is the magic is there if she sings the original songs the traditional way?

There are noises about her having appeared in the West End and on Cruise ships - no doubt where she learned to word by word treatment of songs - but thousands will have done that and struggled to live on the odd pay days. Loren Allred who sang "Never Enough" in The Greatest Showman film with an actress miming as Jenny Lind, performed on the show a few years ago but there was no uproar about that. Sid was a deserved winner along with the dog trainer - who was amazing with just a few hours warning she was the wild card! Faultless - and the biggest rival imho. Managing one dog is hard enough - 5 is mind blowing and then look at what they do!!! Genius!

2.045p is the mean

2024 is the year and I have traded 3 times at 2.024p for frequent trader rates.

Spread was 1.89 to 2.2p so will show as sells because the mean is 2.45p and good old IG beat that by a long way on their fixed price quotes.

Lordy, what can the government do that will speed things up?

Like us , they are totally reliant on TG getting dewatering down , installing Tx lines and generation gear, and not going broke in the meantime!

Lefoko did all he could by giving us an official PPA in the middle of lockdown. A PPA Tlou were never worried about , but it might have encouraged people who like Sekaname's RFP for up to 100Mw!

How futile was achieving that? TG know selling power is the least of his problems!

Kalahari wanted that 100Mw order because they needed finance to to get started and thought it would help!

TG knew he could produce on a very low budget , but was seduced into raising the goal to a turn key operation!

I don't know what TG's unit of power is! He used to measure it in joules and currencies in dollars (US or AUD?) and confused an already complicated set of figures. Hence I call them TG units! $10-$12 in Australia, $30 in Botswana at the time he was getting started! Joules, MW/hrs, USD or AUD would have tested me before my short term memory problems!

How long have diamonds not been worth a fortune? I simply do not believe their price that the Govt is struggling with their 50% ownership of Debswana! I cannot see why the Govt would back TLOU until they can be certain it is going to succeed!

It is not certain they will - but 99% of us think they will , and the 1% who do not are thickos! The timing is the issue and TG has kept us safe with his frugality! Big Govt loans could have been the end of us!

Why 99%? Because you'd be a nutter to follow TLOU unless you thought they will succeed!

Tony chose Botswana to beat Oz's $12 , whilst undercutting the Bots import price of $30 , if you don't know that you must be thick BOTS! That was the starting point and justification for project #3 in Botswan. The amount of gas was next , the shortage in South Africa and Southern Africa was another. Here's another egg to suck, Granny

Lots of gas , lots of demand for electricity? What more do you want??? We'll see how the Govt react once Serowe is receiving Lesedi power!! I think it will be electric!

Well done chum.

TG must be fed up how any good news he announces results in a price drop, and has done for years.

It dumbfounds me why this happens. I cannot remember how many times I have emailed my boys with messages that the time to load up their portfolio with TLOU/TOU shares had arrived. So many false new dawns.

How many hours has TG wasted on us? I fully understand his reticence to waste more - he found the Doc , or more likely , the Doc found him , they get each other and continue in harmony from what we see so fukk us!

Most of the background news was pure bad luck. TLOU was looking very healthy with the share price at 5p and rising. TG dangled a carrot for 2 years by offering us cut price options at 8c or 4.4p on TOU and TLOU on a major placing. This was a reward to faithful shareholders who'd already suffered delays in the RFP episode which I blame Kalahari and the Govt for. If we'd been the sole bidder I suspect the clause that said proposers had to have a history of supplying CBM powered electricity (cut and paste "COAL" to "CBM powered electricity" from a COAL RFP?) would not have delayed us by 18 months or more. The GOVT stepped back to get the process on track and mistrust between the 3 parties ensued - every word or phrase being scrutenised and challenged - the kiss of death when we planned to be transporting containers of Natural Gas by road within very few years.

That project , by both proposers , was axed and it had become a more elaborate solution of merging power into the grid at Serowe! Long term a much better business but Covid, Putin , world economy has worked against us since. But the biggest hurdle before that was dewatering at Lesedi taking longer than expected , compounded by world events where lockdown in particular could have reduced TLOU to ashes.

I am expecting TG to announce news of the the TX line being fully connected , generators installed , and commissioning of the switching gear imminent. Renaissence! The share price being fed Formula and putting on weight rapidly for a few months and many proud parents on here. 11p for the Pension Fund holdings in 2025?