Member Info for BradSmith

"pro-energy" is "Tlou energy" of course.

Been waiting for the Chancellor on Channel 5 and they have not covered it live!

Pension triple lock is intact and 8.5% worth £900 next year Maurice!

Is that enough for a visit to the Commodore :O) , or the benches outside a supermarket?

The homeless predicted these pub prices years ago, imho, and bagged the benches like sunbeds on foreign holidays.

Dispatchable generation refers to sources of electricity that can be programmed on demand at the request of power grid operators, according to market needs.

Massisi and the BPC CEO David Kgoboko are demonstrating an ever-increasing support for CBM and the subject terms are going to be mentioned many times. CBM is Dispatchable , Solar and Wind are non-Dispatchable , and BPC , upon whom our future is determined are clearly fully aware from this clip....

https://drive.google.com/file/d/1t0ZxG98ihQN8M9oDhisPaCb5yxqEJ90Z/view?usp=sharing

https://drive.google.com/file/d/1FHiIo3ECfdbyf8GbcH9P69jqmHHgJVwP/view?usp=sharing

Lefoku made sure TLOU were not forgotten on Sekaname's big day - and BPC have been convinced because they are singing from the same hymn street. Sekaname sounds like it might be Botswanan Viagra from references made to it's medical name by David. Both stress that CBM is not proven , which is true in Botswana , but Seka are going to get that easy imho cos TLOU will be doing just that once the substations and Tx are ready to be tested.

I notice that Seka will be 46Km from Serowe as the crow flies , so not a trivial Tx line.

The other remarks that were welcome was Bots appreciate the PPA up to 100Mw is going to fund both companies as they establish themselves. With our start , I think the 100 Mw will end up with TLOU having the Lion's share.

2014 auti-translated instead of 2040 TLOU in Lefolku's came out as power, and Coal wet methane for coal based methane.

You reminded me of the Arnie version of Total Recall with your post Winni.

Something weird is going on in my head as my memory fades on things like people's names and road names and the like.

For some reason I was trying to recall the name of th guy who has been on loads of kid's programmes, was a gymnast as a teenager, hosted Countryfile and the One Show, does the Children in Need bike ride with a selection of youngsters and whose name is familiar as my own to me!

I was confident he was called Matt , and went through Matt A? to Matt Z? , but noneof then rang a bell!

I gave up after a whole evening of attempts. Matt Baker? It looked obviously right but I really was nowhere near getting it!

This morning I woke at 8:15 , and m having completed yesterday's Guardian Cryptic Crossword in minutes rather than hours, I tried it again. Yesterday;s was set by Vulcan a favourite of mine who is maybe in his 90's and retired last year.

Today it was Carpathian and I finished it in an hour! And I have ticked two of Donk's posts?

I think it must be dementia , and the times are a changing , I am questionning spelling of fairly simple words and I failed on a 50% question in the 1% club which is unusual.

They showed us two rows of flags and asked which one from the second row came next in the top row?

The first flag was quite a few red crosses on a white background - 2 colours .

The next two were 3 and 4 colours so their answer was the one with 5 colours.

I saw multiple reds, then 2 reds , then 1 red so I went for the only flag worth NO REDS.

It was a repeat and I got it a year ago or whenever it was shown , but my brain cells are working differently.

I'm hoping the Guardian have a QAOS crossword soon - I love his puzzles - but they take me all day to finish them!

If I complete his , expecially if it is Friday , the hardest puzzle of the week , I'll be chuffed.

Bought a new battery for my Dell after it reduced to 0% and refused to charge!

It came yesterday afternoon and I was fitting it last night whilst thinking of Matt's name.

It came with 61% charge , and is now down to 46% , and won't charge!

So I have two working batteries I reckon and the charging port is the problem! The computer runs with the charger connected but died if I move the computer up or down stairs!

I have ordered a USB-C charger so fingers crossed I will be able to charge either battery using a different port!

Two charging units which fit do not go in far enough so I think they are powering the machine but not reaching the critical point where the battery draws it's power! The web was useless though a video on bent pins show the port being damaged,

I cannot get the bloody port out to identify and replace it for £4.50 to £10 depending on which one it is. I don't use the USB-C , (Thunderbolt 4 on my Dell) , so fingers crossed it will work!

The plans for 97Mw have disappeared as there entry into the market.

When you believed 97Mw was viable you poo-pooed our measly 10Mw or 2Mw Donks and said KE were going to benefit from the economies of scale etc inferring TG was a lesser being imho.

Now Seka are up to 6Mw and TG is up to 10Mw (with 25Mw deliverable on on Tx lines).

We'll both say our understandings were vindicated but we agree this is all 10 years later than we hoped for. TG has been consistent all the eay through and he has only deviated from his plans because of Govt and Covid delays AND THE BIG ONE! That was switching from a virtual gas pipeline to being an IPP into the Grid - making us a far more significant company in Botswana.

From a level playing field KE are still climbing the hill in our wake - next year will see us going down the other side leaving them further behind. Presumably Sekaname's Serowe fields are closer than Lesedi to the grid so they'll gain a bit of time there but they are in the position we were in quite a few years ago? There is enough demand for electricity in Africa that failure in the long run will be down to management of funds. The worst is over for TLOU , the incentive to up our gas flows is coming with work on the the substations underway - until they are ready what use is our gas? Shame the Crypto deal was badly timed , or was it a blessing? I dunno.

Dreaming last night, and slept through to 9:15 so a decent night's sleep. Both my dad and the missus featured in it. She looked very beautiful but never speaks - mind playing tricks! I was explaining to my Dad that in my dreams I could have discussions on subjects I know nothing about and the other guy using words I am incapable of putting together. Dreams within dreams? They feel so real though? Happy 75th missus.

Https://finance.yahoo.com/news/carbonmeta-technologies-kalahari-energy-botswana-130000639.html

KE have found another CBM-Hydrogen outfit. There is a vicious circle here - KE and a Crypto company announcement to come one day?

I thought you'd got into AI with the teenager next door Donks, and checked for the date.

Welcome to foresight .... unbelievably, imho, the ceremony was today!

I am hopeless on Facebook - I may as well be dumb, deaf and blind because I refuse to learn how to navigate around it since I was invited to join it by a fellow computer contractor yonks ago. Blooming good find though Donks - never thought you capable of it!

I found loads of other stuff including an aussie speaking to a conference of women where thet theme was what women could bring to the energy table.

So Sekaname have lowered their sights from 97Mw to an affordable 6Mw. Two ticks in a month for you Donks! Tomorrow would have been my missus' 75th birthday , gone for over 5 years , and I have nothing to show for years of shareholding except huge paper losses, and her savings which she refused to risk on my share tips.

Lefoku is very active on Facebook - I guess he lost his way and cannot navigate his way out.

MM recommended twitter but I steer clear of social media - I like these old fashioned message boards which could be searched in date sequence with some confidence of finding what you want rather than what they want to show you!

POWER PURCHASE AGREEMENT SIGNING CEREMONY FOR THE 6MW COAL BED METHANE PILOT PROJECT BETWEEN BPC & SEKANAME (PTY) LTD

VENUE: AVANI HOTEL

DATE: MONDAY 20th NOVEMBER 2023

PROGRAM STARTS: I730HRS FOR I800HRS

DRESS CODE: FORMAL WEAR

Lordy - Donks, has it escaped your notice that apart from being awarded. as a preferred bidder, 97Mw alongside up to 10Mw (3Mw made up 100Mw) , that 97Mw did not feature in the President's SONA? Confirmation that Seka had disappeared at the RFQ stage.

I have always stated the GOVT entertained KE purely because they did not fancy having to rely upon one man , TG , for CBM.

I am still sure that Sekaname was created to divert attention away from Ecuador and to kid the Govt they are a Botswanan company AND THEY THREATENED TO WITHDRAW UNLESS THEY WERE OFFERED A SIZEABLE PPA. A sole supplier would have too much leverage over the Govt if they were so inclined. Suspending GREEN energy has relieved any pressure and up to 10 Mw is chicken-feed anyway - which may have been part of TG's masterplan. Once TLOU is producing a significant Mw then leverage increases with current Mw and the unit prices (rather than 2016 prices partly fulfilling the massive 2016 PPA the other mob demanded).

It all makes sense - Seka could not fund it themselves and hoped to raise finance using their guaranteed income from BPC for that PPA. TG was keen to keep the PPA as small as possible because in the real world he jnew prices would rise and wanted no commitments to 2015 prices. Funding a couple of Mw would minimise the initial cost , produce some income , and kick start the first self financing extension he envisaged with the minimum dilution of the share price if placings were required.

TG got his way , a manageable minnow project at variable units prices , share issue not miles over a 1BN, income getting closer , and the bad news? It is 7 years after the date he hoped for. I don't know where the time went if it was not the Govt getting the RFP 100% right (without Seka that could have been changed overnight), and then Covid?

Perhaps everybody was scared to leave their homes for 7 years for fear of Ian Karma coming down the street with his army of supporters? Of course it was Covid and that pesky "bidders must have a history of supplying CBM to Botswana". That was a cut and paste error, replace("COAL","CBM") , that was not spotted in time. That is 3.5 years but , without Seka , momentum at Tlou would not have ceased on the RFP that Seka were never going to win on merit.

Not bollx at at all. When we did not know how Covid was to turn out, the crypto mining was a life saver for the company!

We were lucky the vaccines rescued us from committing to crypto because it is plausible our would be partner was amongst those that crashed - I don't think we knew which one it was?

And TG dodged anothe bullet with SM - he foresaw that SM were going to fail and returned us to CBM power as a priority whilst keeper the door open if SM came up with the magic lance. He also agreed $3m investment in the SM launch on a flexible basis so we never had to find that cash either!

Covid stopped us for a couple of years and those ventures did not cost us much time or money BUT COULD HAVE MADE US MONEY if Covid was very very long and things had panned out real gold instead of fool's gold?

I don't think I has rose tinted glasses - TG has been superb amidst clowns at Sekaname, the Govt and SM and the good luck we had with the pyramid selling crypto business. I never saw crypto any differently to pyramid selling! It was just a huge market around the world so the summit took a while to reach from a larger base! Money was there to be made but for someone to win somebody else had to lose? And that was always going to be the new investors just before the summit hit the roof!

As for Winni's wish for a strategic plan ... it would be curtains for TLOU if TG admitted we were not in for the long run!

At that point the Anglo-Americans of this world would put a ceiling on their buy-in price knowing we could not afford to say no or TLOU would be stuck in a job they do not want!

I am sorry if I appear to think we can ignore Solar DTE.

I certainly do not - but however much Solar + CBM power we supply during daylight hours towards for the Botswana domestic market , our solar portion is likely to be unavailable during darkness. Our CBM power will not suffer a reduction during those hours. I was thinking along the lines of storing gas during the day so we could run the generators at full pelt at night - but that would be silly. Business-wise it would be folly - there is a market for every Kw we can produce.

But should there be a shortage of overnight power the solar boys cannot generate it so will have to store it.

Batteries or increased gas flows with more wells? CBM is important unless they use Coal or Diesel. Hydrogen? that needs the gas too? CBM is a 24/7 so imho it is a banker. Butt you all know I have believed that for ever and a day, oh, and a night!

Guess what BOTS, 1% of the Gw that the article mentions for CBM is precisely our PPA for 10Mw.

It suggests he is being realistic imho , our progress to date has been on the back of a company which has no income and a desire to keep dilution to the minimum necessary.

He has not or cannot estimate the exponential growth in production one the TX line is functional and we have the abilty to deliver electricity sales. He credits us with 10Mw by 2030 which is foresight - well appreciated by us shareholders?

Thinking out of the box if the current TX plans are not raised from 10Mw towards 25Mw as hoped , then by 2030 we will have embarked on a much bigger TX sister line. It is extremely clear that TLOU are te soul game in town and the 97Mw that slowed up down in the early days is a pink elephant (or Tlou).

My other thought on this is that the need for nightime power with all that Solar power being predicted is going to be urgent and CBM will be preferable to raw coal bigtime by 2030 as the green target 2050 closes in on us.

CBM will be needed to LIGHT UP Botswana because the demand for it will be after sundown,old chap.

I am fairly certain the only achievable percentage is our 1% , that will grow dramatically as Solar and Coal miss their targets due to carbon issues and the African inefficiencies. Battery waste will be a growing threat until gas reaches significant levels.

But he has a PhD in hindsight. Not surprising because he does not look forward and see the good stuff. He looks like down the sideroads for cars that might not stop whilst running into a 20 foot juggernaut that is immediately ahead of him. He might save his life if someone like Prince Phillip is driving into the sun at him, but the odds on finding a juggernaut are so much higher.

TG uses major roads which is why Donkey never sees his good points like everyone else does. The Doc sure as hell does,

I think many people think TG's aim has been to create a small independent power producer, to the point it is certainly scaleable into a major IPP, and then he'd sell up to the big boys , as he did so very profitably with Sunshine Gas and Arrow. As the years roll by I think that opinion may prove to be right - Tony expected his plans for a virtual pipeline ( lorries delivering canned gas) to come to fruition in the previous decade. In 2016 - 2018 there was time for another project or a long retirement.

I never shared that opinion and I believed he had ambitions for TLOU to expand , not only as CBM electricity provider, with a potential Hydrogen business on the cards. Hydrogen, Solar , CBM power and a CBM pipeline to Orapa - a major force in Africa which would make anyone proud? Synergen Met could rule out Hydrogen but the others are still likely , if not certain, given enough time. IPC Consultants Limited may take control , who knows what is planned , but the Govt/Pension fund could also re-enter the ring if TLOU proves to be low/no risk. If it happens, I'd be amazed if the Pension Fund did not build on their substantial holdings and they deserve to succeed imho.

Hi Py , how ironic , I joked about him referencing Tlou's 10Mw as cold bath methane not suspecting that it was BOTS reference to us :O).

My investments are invariably link to remote areas that are called by different names at the whim of the speaker.

Whitby, Sneaton , Doves Nest Farm and others were used for Sirius Minerals potash mine and then it became tghe Woodsmith Mine - it is Barmy! Anglo-American wrote off over £1Bn so whether it will come to fruition or not is totally in the air perhaps.

And now Massisi referes to Selemo, Lesedi , Mamba , Boomslang etc as Sunveldt!

Thanks BOTS and PY I have listened to the energy 5 minutes with a different ear. This time I was listening for TLOU being spoken (as I did first time round) , but this time I expected TLOU to be transated/interpreted as COAL ....

With an open mind, 10Mw coal based methane was as close to naming TLOU Energy as it gets , so full marks to BOTS and Py. It is also very clear there is the 2028 Jindao plans for 300Mw , and the smaller 8Mw projects by Mukane , both in Mamabula (she must be an extremely large lady) , and then our CBM 10Mw .

I think that tells us the 97Mw project is dead and buried under any name? Sekaname and KE may use that 97Mw through Solar projects - the other game in town to those 3 reliant on coal.

Fot newcomers Minister Lefoki Moagi is shown from 3m 33s looking serious until 3m 40s when he looks up and appears to be on the verge of a smile , decidely pleased with what he heard. Good news - he is still a huge asset as Minister for Energy , and probably wrote the words that Massisi spoke. Happy days as BOTS suggested. Moagi replaced Molale as Minister and imho pushed through our PPA during Covid - one of few good bits of news that we had in the period.

Jindao are not reinventing the wheel by using coal , so 2028 may be realistic. I'd hope by 2028, 300Mw will be the sort of target TLOU will be looking for , if they are not looking back.

LSE allows knob on here - I expected asterisks!

The full question was revealed as ...

Q1 Which of these countries that shares a border with South Africa ...... has the longest shared border?

Q. Which 5 of these 9 countries do not have a land border with South Africa?

1 Zambia

2 Zimbabwe

3 Namibia

4 Tanzania

5 Botswana (the link to this board) (AND WHICH POSTER TODAY RHYMES WITH KNOB or K N O B)

6 Angola

7 Mozambique

8 Malawi

9 Uganda

Q2 to follow later because the next question is based on Q1

Q1 Which of these countries that share a border with South Africa ...... Q2

The number of shares being issued rises faster than the profits. The cheaper the share price the higher the number of shares that need to be issued to raise funds. WBI needed to issue a a load of shares when the price was linked to carbon credits and the share was over-valued as a result. That might come under insider-trading if Paul Dolan had realised the world believed their huge land mass qualified for carbon credits. He knew they did not and possibly realised what we thought , or maybe not , in this Q&A session imho.

You need those new plots to see profits rise - but they ain't got the money to buy them.

I was hopeful Jeff Bezos (Amazon) might buy some and let WBI manage them but the iron seems is now room temperature!

https://drive.google.com/file/d/1yIh69Ecg6kFz5iubtS92I28NEZC3uQGr/view

Https://drive.google.com/file/d/1VNM2ZDLtj6pyHBEdq5qNECepgsp8glN7/view?usp=sharing

is the 5 minutes on cold bath methane that facebook heard. Massisi speaks as well as any Botswanan I have heard and did a good job. I did not hear or read a mention of Tlou and I recorded 9+ minutes. Following on it was about community stuff.

The introduction and post SONA speech was largely people talking in their local lingo - so maybe they summarised his SONA and mentioned us there???? Massisi need to learn jow to pronounce "based" and the interpretor would have got "coal" instead of "cold" but I'd vote for him.

The forth-coming elections should not stop their civil service passing routine applications for approvals - policians are not needed to make the decisions , they just take the credit for the good ones.

I ticked the previous post - another hens tooth for me.

Free - the history of the handle Donkey was self-imposed by himself on AFVFN's chat room.

https://uk.advfn.com/forum/profile/donkey40

He was kicked out of here and before VPN arrived the admins repeated that every time he got back in and was spotted. Bucklersfern survived and no doubt others.

At one time he was having a debate with himself under different handles.

I used AFVFN until I got fed up with his tomfoolery, and switched here to escape him for a year or two. He stalks me as you can tell from this site.

There is a handful of posters who have knocked TLOU forever. I have absolute faith in TG bringing home the bacon - the others are anti-bacon and wanted to get the price below 2p which events did for them.

We are so close to completing the TX wires before which electricity is not much use!

The Doc had absolute faith , but a share price below 11p is manna from heaven for any investor imho. My previous big buys were in Sirius Minerals SXX who issued almost 10Bn shares so IBn here does not worry me at all. Donks was into Kenmare whose price went through the roof when they bought up a load of shares at the trough price, before revaluing them at 100 times the price! 2p to £2 overnight for 1% of your previous holding. So if you look at his history he did not make a fortune to increase his credibility as I thought until I investigated the rise.

What was the point of mentioning it then Donks?

I never insulted my wife's appearance but if I said I noticed the woman at number 23 has beautiful legs, number 25 is simply beautiful in every way, and number 26 has lovely eyes, do you think that my wife would think I was paying her, my wife, a compliment? Neither do I , and that is how we all received your message.

You have not justified your claim it is generally accepted that electricity is the least profitable use of gas. I'd like to see one such opinion with the reasoning even if it is only a 1% opinion. It stands to reason that areas with plenty of electricity and a severe lack of fertiliser will pay for CBM bi-products for fertiliser. Equally true, the price of that ammonia will be pathetic compared to electricity if the scarcity and abundance is reversed.

In Africa everything is scarce so innovation in everything that is good will be welcome across borders.

I hope this has taken your blinkers off! For every one in front of you , there a dozens in your peripheral vision that are blacked out. You need to earn creditability after a decade of scaremongering on civil wars,costs of horizontal drills, BPC not paying bills etc etc etc. I rather hope BPC force us to sell into SAPP so we have an international market to sell into. But BPC need profitable supplies and will pay up imho. The GOVT won't want us to sell to South Africa who have charged Botswana a fortune for electricity, whilst domestically, SA has a shortage and power cuts?

A moan 'ere and a moan there have resulted from our CBM production.

Generally accepted? Would that be you rading (or writing) the Motley Fool , Donks?

While we are in a preaching mode, you do not support your opinions with any evidence mate.

When challenged you resort to defamation of the quisitor.

If as you claim, alternative markets are more profitable , they are as open to TLOU now as ever. Once the capacity of the TX lines is reached - and that will be a recurring theme over the years - they can switch.

Considering that there is an electricity shortage in Botswana and green methods of producing it - CBM electricity looks a safe option to me. If there were abundant mountains and water and hydro-electricity in the area , the alternative uses of CBM might be more valuable. Ammonia / fertilizer plants might not be green - they sound like chemical plants to me. TG is adamant that we remain as green as possible. He knows what what I reckon.