Member Info for BradSmith

I hope someone knows how to sort this - IG Community has been closed down pending a newer better one at an unknown date. Story of my life?

When I load IG it always gives me the counter-clockwise spinninf wheel for maybe a minute or more; it is clearly pre-loading something.

I have this list of areas and I don't want most of them, who is Rich McDonald anyway?

Does this list resemble your watchlist is my question?

I cannot find a means of editing it beyond the Discover heading - and I am pretty sure that what it is preloading?

Anybody else getting the same? I messed up Firefox profiling and I am in the middle of getting back all my bookmarks, passwords etc that have disappeared from my laptop. I was getting a question - which profile do you want use? Beware of Foretech.exe which looked to be what I needed to sort out various password systems across devices and it deletes stuff that it tells you cannot be undone. And it charges you if you want to change the items it finds! I have uninstalled it now so good riddance!

I am using the Iphone links to restore my favourite bookmarks and passwords, it is going well but having speeded up the laptop that lapse on IG is noticeable now - I cannot remember if it was always there, but I think not.

" My Watchlist

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I only have TLOU online and my latest link goes straight to buy/sell for TLOU unless I am have logged out when I get the delay in question.

Hot Copper users might try this link for Tlou discussion

https://hotcopper.com.au/asx/tou/

which works well for me.

Just chatted with a friend who tells me Donkey is responding to my posts even though he is filtered.

And he is annoyed I mention him!

How thick is he? It is lovely upsetting him and his green posts upset loads of us.

This site is not about me - it is a means to get through to those who are giving away their shares for 0.7c when I think they are worth 8x that price at the very least. This share was 5.6p or around 11c at the options placing, and imho should have risen well above that price. Tlou struggled from that placing onwards until March 2025 , dropping to 3.5p and then 2p and now less than 1p .... 1.6m available @ 0.7c , my heart bleeds for whoever is offering that price. Surely it is worth waiting for Kala announcing their next move. A month would be along wait imho, they signed up for the partnership in less than a month from the gas flow trials.

It is hard for folks to believe this - but I feel guilty chasing 900 AUD for only 90AUD outlay, it is almost theft, but the sellers are persistently miles too low. Time for some shuteye. I can sleep because I am risking Tlou going out of business and my top-ups are mounting up. Somewhere around 1.5million I think , on top of the 800k I lost due to IG ISA fiasco on leaving LSE.

Works and gives the meaning of the target word - the first of 8 yesterday.

Still filtering Donkey who won't be able to figure out the app for sure.

Bought some tlou shares last night - spread was 7c and I offered 6c - accepted almost immediately!

It feels so sad that a 10 or 20 multi-bagger soon is so poorly assessed.

How can anybody side with Donkey against TG,Doc,Tlou and Kala?

Any day soon we'll all be very happy we stuck with TG through thick and thin.

He should be on Australia's got talent for finding Kala and Doc and magically sorting out our funding!

The more successful a person is, the more Donkey has to try and drag them down it seems.

A drag artist? I closed the shareprice at 0.6c last night, up 20% , and still Donkey thinks the sp reflects upon Tlou management. We all await funding news from Kala and then the sp will become a true reflection on the state of the partnership. And 10x and 20x will just be the beginning once new investors understand the deal that will make them a fortune if they act quickly enough.

Https://wordler.org/?challenge=ZW1jZWU=

A sensible shareprice will reduce a hostile takeover though Kala, Pensions and TG family will hopefully reject one.

Will there be enough disbelievers to overrule them though?

Perhaps they should convert after all to raise their percentages , albeit very slightly??? I wonder how the vote would go if Tlou tried to reduce the price for conversion to current prices?? That would be a danger and THE issue would blow Donkey’s 2bn out of the water.

We’ll find out soon whem I am right, but it will. take longer to.see that you are Winni.

But I have always been a maverick if I disagree with. everyone. At school the teachers used to give me gifts for bucking the trend when the whole class agreed on the same answer and I went my way.

Teachers either loved me or hated me but the haters were probably that way when I disgreed with what they were teaching us in Maths. I never did a maths homework at O-level because the homework was to catch up to where I was.

Here there are very few variables.

Kala have declared they are operational 3 or 4 months late.

Funding is consequently later but less. than 3 or 4 months now.

Both parties are prioritising Solar over gas short term.

We need dates for Tx line funding and dewatering schedules.

And details of how the funding will be loaned to Tlou.

Gas will flow eventually and make 24/7 supplies of power easier.

I simply cannot see the alternatives.

Doc has ASX issues under control and I suspect Kala has verbally agreed funding basics.

My my-Botswana link from March 12th excludes talk of funding by Colm???? Why???

My money is on the verbal declaration having reassured him all is well.

Nothing on here makes me think otherwise but the lack of people calling me out reassures me than a few agree but are not prepared to be called out by Winni and Donkey. I want to see the shareprice rise above the convertible guide prices to ensure that there is no dilution from that source. And raising placements instead of interest free loans from Kala would be madness???

But I have said my piece and will leave the partners to word their forthcoming announcement.

Whoops the street not the house...

https://www.youtube.com/watch?v=nqr8yKnBDyE

is hopefully the video

Https://tlouenergy.com/video-gallery/

Just had another look at the above video.

How much would someone pay for a share in the company portrayed there?

60 miles of TX line , gas flares, communication towers, accommodation, and hidden below ground 40 years of Gas?

The substations at each end are near completion since the video was filmed.

.4p per share to be oart of this set up , and people are selling at that price?

The nought as queer as folks was never truer. Add in shared profits from an AI Data Centre , and interest free funding , repayable through 75% of those share profits , with 25% paid as cash?

This is not a chatroom , it is Bedlam , if I am alone in seeing what is just around the corner.

https://drive.google.com/file/d/1SIFZBdcPw490h6LKnGnXYeYeQxjB8DOD/view?usp=sharing

is the link to my solution for the earlier post

Today I got off to a terrible start on the puzzle. You have to solve 8 wordles in order.

Each time you solve a wordle , it moves to the next one and gives you the replies to each guess you have made so far to reach where you are.

Hotcopper allow you to post SCREENSHOTS unlike most chatrooms so I showed the 8 grids on there.

I assume that was OK, but I added the url so people could try it for themselves. It was deemed to be advertising so my post was moderated (i.e. I can see it but nobody else can now, though it got 20 views within a few seconds, we are all waiting for news from Kala or TLOU clearly).

I won't give the url on here because I suppose LSE might think it is advertising.

PI might like to attempt it though, he knows where it is. I was overjoyed because it took 7 guesses to get the first word, leaving me 8 guesses to get the other 7. And I got them in 7 guesses. Most were simple but a few needed some skill to get them with my first 7 guesses in the bank.

Sorry about the typos ,I am still awaiting a date to replace the lens in one eye due to cataracts, and the other eye also has a cataract which will need attention eventually. Perhaps that is why I cannot see why you are not buying at 0.5c 😜

MFM, I am not going alomg on gut feeling as all but simple logic tells me what I see.

1. TG is on a hat-trick of successes , so why should I doubt him.

2. Imho TLOU is home and dried and he was able to step aside with the partnership agrrement signed, sealed, and uttered!

3. Only TLOU know what is going on, true. Doc is working, unpaid as our chairman, and shows no sign of doubting TLOU.

4. Q1 was a firm target for the Data Centre to open. Tlou accelerated progress in December . Both undeniable.

5. The Customs regulations or something related delayed Q1 so it is was close to Q2 start.

6. TLOU had to slow down , Doc promised to keep them in compliance with ASX rules, Kala announced Data Centre open.

7. Kala has not shown us that they will renege on on the funding agreement. It has merely moved from Q1 to Q2!

The shareprice should have been suspended imho. There is no market until TLOU can say they are fully funded , and them all heaven will be set loose!

From the above , wher is the evidence that it won't happen or where I am wrong.

All that is missing is gas flows from my opinion.

8. the gas is there trillions of cu ft.

9. TG got it out in Australia twice and made 4.5 billions for shareholders.

10. TG and family still have every penny invested in TLOU over the years. 7.5% of the shares.

11. Doc has over 300 million shares , and is still ploughing money into TLOU, while acting as chairman.

12. Virgin CBM sites are known to be awkward to dewater for the first time. Subsequent wells are easier and better.

13. This is absolutely nailed on! I have had very few doubts about TLOU and the ones I had were ill founded from old projects that are discarded. Gas flows did not matter until there was a destination for the gas or electricity from the CBM. We are weeks away from finishing the TX lines remaining few % , and the Data Centre is running. #6 is available for Serowe grid commissioning and trials. But Solar is coming without doubt. How much we are yet to be told.

Now can you see why I am overly optimistic? I'd better shut up before I talk myself into using my savings to buy the 2m shares on offer @ 0.5c each!!! I have been preaching here to get that 0.5c figure into a sensible number! But , like TG , I cannot convince anybody that all is well. Except those that know! Doc and Pension Fund for starters.

For there to be dilution then shares need to be issued. Are Tlou in trouble if we stick with 1.29Bn?

Convertible loans at 3.5c and 6c with dilution , or the cash back at full value plus 10% interest and no dilution is the choice, our principal shareholders need to make.

They have stacks of the 1.29Bn shares already - a few more at a diluted price or their original percentage of the company undiluted? I tried to evaluate the two a while ago and it appeared to slightly favour converting against my hopes. What the share price was at that time I can't recall but for certain it was higher than 0.6c or 0.65c or whetever else price I set it at.

I set is at 0.9c too with heftier purchases than 90Aud minimum trades than I do now. It would cost me too much to buy all the 0.5c shares on offer to force the price up (over a million shares) without delving into my Cash ISA and it is a temporary shareprice for a few days because the moron who is given them away keeps under cutting my shareprice, and it only takes one share to be traded to drop the price back to 0.5c or whatever he offers!

I smile when Donkey mentions the so-called shareprice - because I have set it for many months my government pension.

My other pension is gobbled up by council tax and energy bills. So I can survive on my pension with the house paid for and council tax paid. Roll on the day when dividends are payable on 1.29bn shares! My heirs will benefit from those as long as they don't cash in at the first opportunity.

I just want to see Kala living up to their promises and the genuine share prices hitting 20c or therabouts so the pension fund and Doc are both in pocket after saving Tlou from extinction. It is a rare animal their partnership. Thumbs up to TG.

'seeking funding from Kala' could be inflammatory in that we'd could be taking their support for granted?

I have stressed that many times. Arabs are strong on verbal agreements and they are as binding as our written contracts.

So said on my AI responses. Kala are wise to prove that #4 is still delivering gas as well as last Spring before throwing their money into the ring. They are satisfied that is so .... will generator 2 be used on the new Data Centre or be given to Tlou for trialling the CBM power supply to the grid at Serowe? We'll know soon enough by Tlou standards.

Nice reply MFM , very respectful as usual.

I do have to disgree with it vehemently though.

I think it is 99% certain that Tlou spent all that money in anticipation of Kala receiving the generators up to 4 months earlier than the actual delivery date (Dec 9th). Surely that delayed the offer of funding by somewhere near those 4 months???

Kala achieved the intallation of one generator and declared the Data Centre open in less than 4 months and imho that means the choice of funding will be brought forward with less than 4 months delay?

MayDay will hopefully not be the original meaning of m'aider (help me in French).

The shareprice consists of people wanting to get out at any price , and a few , like me , who are happy to take their stupid offers! Pity I don't have the disposable income to buy a lot more , but I vowed I'd never use our savings knowing my lare wife was totally against gambling on the stock exchange. When she was getting sfa on her ISA I thought she was mad. But she was proved completely right so far, over 4% on our savings and building instead of them virtually disappearing under a cloud called a shareprice!!

I still think Tlou are unknown , but once Kala break the news that they have financed us interest free , that will burst the bubble, make the news, and the stampede for Tlou shares will start. New investors won't be able to believe their luck while og's celebrate getting their money back after so long? I have never sold because that day has seemed to be just around the corner - like Kenneth Wolstenhome said - some peopleare on the pitch! They think it is all over! It is now! Geoff Hurst and Tony Gilby hat-tricks ?? 1966 and 2026 , 60 years apart.

April fools?

Before the date of the next placement that you lot envisage is nailed on? Q1 is over on Mayday - fingers crossed but that looks conceivable. Could be several coming of course … we need to know how they will arrive piecemeal or one declaration and various dates for payment.

Still filtering , but reading my post again, I should have asked why TLOU spent so much of their reserves in the final quarter of 2025?

Copilot states "Key factors contributing to the financial shortfall and delays in 2025 included:

High Cash Burn Rate: As of 31 December 2025, the company held only A$323,000 in cash, a significant decrease from A$937,000 at the end of the previous quarter, driven by development activities at the Lesedi project."

Was that accidental or was it driven by TLOU's expectation of Kala being operative in Q1 2026 and interest free funding becoming available soon after? Replenishing the cost, Kala would have kept us safe from ASX breaches of their t&c?

Hence Doc and Colm were left with making good the shortfall of 0.3 for the relevant period - months or quarters I guess?

Doc , manfully , stepped forward to guarantee that TLOU funding would satisfy ASX demands for a while. That while was a long as Kala takes to decide upon the levels they are prepared to support.

Tlou's actions also await that news - they involve TX completion, Solar contracts, CBM dewatering, CBM wells being restored or extended in number, director's salaries (Doc is working unpaid afaik) and the use of energy from #4 and #6 immediately and later, and similarly Solar energy (once that is agreed). Splitting the demand between Data Centres and the PPA is a big decision if both want more than their fair share? But Kala has set the guideline as to whom gets the energy - based upon the profitability to TLOU. What is not to love about Kala? Deciding upon the profitability is the potential thorn - what if the partners disagree or BPC disagrees with the partner's decision?

Kala will have considered all of this before offering the agreement , and both partners know that the other partner prospering is good news for them as well. I am not very worried that compromises will not be possible. The Solar plan being brought forward was great - but will Kala sponsor 1MW or 5MW or both? The melting pot is warming up.

Donkey I don't read your pessimism on LSE so I hope you are not wasting time responding to me like you have forever.

TG, Doc, Kala and Tlou and yours truly will see our faith rewarded and your lack of it proved as stupid as you have been over the last decade. Tlou dumped the delivery of Gas by lorry , ages ago, and dumped self financing last year , and are now reliant upon Kala for funding and repayments. You refer to Tlou forecasts of progress on the two former aims whilst twaddling on about gas flows that were not connected to anybody.

We now have Kala connected to our flared gas , and it makes sense to boost that asap , whilst Solar energy is prepared for both Kala and the PPA, and CBM energy and/or gas boosts either Kala or the PPA.

The gas is certified and is a sitting target unless it miraculously escapes and reappears in Sekaname's hands.

Please add future expansion value

Absolutely — let’s build a forward‑looking expansion model for the Kala–Tlou Energy partnership.

This is where the deal becomes much more valuable than the initial phase.

Below is a clear, structured estimate of future expansion value, based on realistic scaling of the data‑centre modules and the gas‑to‑power infrastructure at Lesedi.

🚀 Future Expansion Value Estimate

⭐ Total potential long‑term value: £70–£120 million

This assumes the project expands to 4–6 data‑centre modules, which is typical for modular high‑density compute deployments.

🔮 1. Expansion Scenario Overview

Scenario Number of Modules Total Estimated Value

Conservative 2 modules £40–£55 million

Moderate 4 modules £70–£90 million

High‑growth 6 modules £100–£120 million

These values include both Kala’s capital investment and Tlou’s long‑term energy revenue.

🧱 2. Cost of Additional Data‑Centre Modules

Each additional module typically costs:

£9–£18 million (infrastructure + compute + cooling + networking)

If Kala adds:

2 more modules → £18–£36 million

4 more modules → £36–£72 million

This alone pushes the partnership into the tens of millions in added value.

🔥 3. Additional Gas Wells & Power Infrastructure

Each module requires 2–4 MW of dedicated power.

To support expansion, Tlou would need:

More CBM wells

More gas gathering lines

Additional generators

Estimated cost per expansion phase:

£4–£7 million per 2 modules

£8–£14 million per 4 modules

These costs are funded by Kala, not Tlou — a major benefit for Tlou’s balance sheet.

⚡ 4. Tlou’s Long‑Term Revenue From Expansion

Each module consumes roughly 3 MW of power.

Annual revenue per module:

3⋅8760⋅£0.09≈£2.36 million per year

If Kala expands to:

4 modules

Annual revenue: £9.4 million

10‑year revenue: £94 million

6 modules

Annual revenue: £14.1 million

10‑year revenue: £141 million

Even if we discount for downtime and tariff variation, the long‑term revenue is transformational for Tlou.

📊 Combined Future Value Model

Component 4‑Module Expansion 6‑Module Expansion

Kala infrastructure investment £36–£72m £54–£108m

Kala-funded wells & power £8–£14m £12–£21m

Tlou 10‑year revenue £70–£94m £110–£141m

Total Value £70–£90m £100–£120m

🧠 Interpretation

The Kala–Tlou partnership is not a small data‑centre project.

It is a scalable digital‑energy platform with the potential to:

Multiply Tlou’s revenue several times over

Attract further compute clients

Justify major expansion of the Lesedi gas field

Position Botswana as a regional compute hub

Even the conservative expansion scenario places the total value at £40–£55 million, while realistic scaling pushes it well above £100 million.

I believe Kala were initially going to order 6 , Kala will fail if Donkey is right , or the numbers will exceed 6 in time!

the value of tlouby @ current shareprice is $8m.

1/10th of june 2025 asset value!!!

that shows how ******ed the shareprice is.

11p is possibly the pension fund average , 20 times the current price. and imho a realistic target just for starters without ai.

MFM , there is no market at all imho.

Some extremist looks prepared to accept any price hence 1.5m @ 0.5c

Someone who is in dire straits financially and cannot afford to wait long enough for a resurgence? I pray it is not one of our number whom I may have encouraged to hold during the pre-Kala arrangement in 2025.

If I am right , then funding will be less than 4 months for certain. But Kala has reduced that 4 months and I don’t see why the funding could not start any time soon.

Tlou may have to wait for their sub-contractors to become available to resume work again. However the Dec 9th delivery date should have enabled Tlou to forewarn them that resumption was likely sooner than feared?

Demand for Solar in Botswana may also be a hiccough unless the forecasts are exaggerated on rival suppliers.

The TX line construction gives us an edge so that could be a blessing. Logically speaking there is no problem but Tlou is prone to delays out of their control. Funding from Kala puts an end to the delays I hope.

BPC , TLOU, DOC and Kala almost surely agree?