Member Info for BradSmith

You are right BTS, but the members will have friends who are not members and some of them, if not all, will be discussing the leadership race.

160k members seems so low, so are they just people in various councils i.e. active politicians?
There must be many more members of Conservative Clubs who are not necessarily Tories if there are no pubs left.

I don't understand the bookies.

Truss 1/4
Sunak 3/1

I have just found this from Australia ....

Poll reveals Liz Truss and Rishi Sunak are neck and neck in race to become UK PM
6 hours ago

The two contenders vying to be the next UK prime minister have faced off in a testy televised debate.

Former chancellor Rishi Sunak and Foreign Secretary Liz Truss clashed on tax, the economy and cost of living.

An opinion research poll of British voters – released shortly after the debate – shows the two are neck and neck.

That makes sense Graham. Is it fair to say nobody quotes sterling so it is always USD or AUD.

On the blowup 2021 looked like 2022 on the copyright logo to my weary eyes, so £ and $ was easy to mistake.

I stayed up for all of yesterdays athletics , gone 4 time I went to bed. That’s my excuse Zero!

A year is a short or long time in Tlou history.
But the story always makes sense, and is reported in cents?

I should sleep well tonight.

https://tlouenergy.com/wp-content/uploads/2021/10/211025-Research-Report-Tlou-Energy.pdf

Managed to blow up one of the links and found this!

https://drive.google.com/file/d/1XMHrcVoeFA_adHxhgoY00NXaCPl1RmpP/view?usp=sharing

24p and 36p received loud and clear

What do we make of the actions and talk coming from TLOU?

The Crypto experiment seems to back the idea that TLOU had expected long delays from SM.
The planned move from Brisbane to Lesedi in 2022 being postponed or cancelled , said the same.

The message on Hydrogen is far most optimistic! It reads WHEN rather than IF SM are going to deliver a prototype to Botswana. And , if I remember the RNS correctly, we are open for both the Blue Hydrogen and Green Hydrogen versions of SM's Hydrogen hydrids.

By BLUE I mean the cyanide torches , by Green the carbon torches - not the source of the electricity they will use! That might be blue in the early days (diesel) but will be Solar powered and Green in no time! I did see mention of Solar moving up the priority list in the plan!

I am convinced we will want to produce that pesky 10Mw at a bargain price for BPC a.s.a.p so we can earn a decent price for our electricity. I'd hoped the PPA was fixed on a 1:1 ratio for just the 2Mw and the other 8Mw was open to negotiation. Alas no 1:1 was the target yonks ago and despite has prices going through the roof since Ukraine was invaded , we appear to be locked in!

Moago might see how the TLOU strategy of starting small and building is going to work, compared to his economy of scale lauding of Sekaname who wanted a PPA of 90Mw+ signed sealed and delivered on the ratio of 1:1 price ?????

10Mw must be worth considerably more than $10M to SAPP surely?
No wonder TLOU are keen to get the 10Mw out of the door!

My Solar prediction is looking good , but I don't know what to think regarding Hydrogen.

TLOU are obliged to help SM succeed but with the IPO money of £25m they need our backing to get funded. We cannot afford to help them with cash , but words of support are free.

Crypto / Hydrogen news is confusing - but at least they are alive and kicking so TLOU have a choice of options over on how to progress once the 25Mw capacity is reached.

No mention of carbon credits or liabilities so all options are presumably on the table .

Buying our own drill was noted - I welcome that too! Paying rentals during Covid would have been a terrible waste of funds!

We all know that being in a pond distorts the view of the world Small fry.

We were told on ADVFN how one poster tried to bid a higher price than brokers allow for our own protection using online trading. He therefore rquested a telephone trade which his broker accepted and got his maximum bid into the spread , raising the closing price by 20%

I did post the news on here and warned that idiots who don't raise the offer prices would undo his good work which was not his intention!

I have been advocating the buying up of all the shares below a target price for years, but Maytrees had produced what I wanted to achieve with one simple telephone trade!!!!

No doubt his offer was accepted at the stupidly low prices some clowns are asking, but he/she got his price into the spread all the same.

Like Fagin , I am reviewing the situation , and instead of spending thousands to clear the books of low prices, it will be much cheaper to waste money by paying commission for a telephone trade out of my £300 per month budget.

I suspect most brokers will decline inflated offers if the trade is certain to go through at a much reduced price but Maytrees wanted to bid 1.8p so only marginally above the spread.

My thoughts on money market manipulation poo pooed the idea , but Maytrees has inadvertently revealed exactly how one trader can do just that!

I am too embarrassed to do a telephone bid at 11p , and too tight to pay telephone commission rates. If anyone has Level 2 , are you able to bid 11p or is there a block on such a bid?

The converse will manipulate the price downwards , of course , you could sell a few shares at a fraction of a penny and lower the the sp , the average of the spread. But that is so limited compared to the top of the spread price.

It sounds as if it should be illegal , and I suppose it is for us mere mortals?

My broker sold my options for 0p today, but my warrants remain?
It is possible the option were on LSE, and the warrants are on ASX and will go at midnight.

Whizzer, I am a realist not a turncoat at all.

Pure hydrogen and Tlou both expected Synergen Met to produce a prototype by last Xmas and be in Botswana by now using out gas at Lesedi!

We have not known why they have not met their claims, but we now have an idea!

Postponing their $25M IPO is a tiny clue - that money was likely to be needed to fulfill their side of our partnership! For all we know they might have had a prototype ready to deliver!

I doubt it , but why did they pitch their entry price so high? They must have been very confident of getting support at 20c? TG acted in time to de-risk TLOU from SM's malaise at the cost of a few months in 2022 which looked like that marriage made in heaven I was expecting.

I have not given up hope yet, but TLOU cannot risk any more delays without justification for doing so. We need to start earning some corn to put the sceptics to bed.

Hydrogen was worth taking a chance on during lockdown - but now we need to see SM are going to be worthwhile before interrupting our schedule after work has resumed.

I have stayed up to watch Keely Hodgkinson in the 800m - some things are worth waiting for!
Tlou and Keely especially!

Until we hear differently, I'm expecting the partnership to continue indefinitely but it will be low on our list of priorities until ...
1. SM require CBM and electricity for Green Hydrogen/Carbon production, or
2. We fill the capacity of the first poles/wires i.e. up to maybe 25Mw and are committed to further wires and poles or pylons. The original plan we were all happy to buy into. TG's hat trick.

We are responsible for providing CBM| and electricity in Brisbane if SM cannot simply use the Australian grid for an electricity supply. TLOU might be able to tap up Arrow or Sunshine for either or both if they are on good terms with TG. The binding partnership might have been put on hold when the decision to build the prototype in Brisbane was agreed. You'd expect a RNS to the effect if their IPO was a pre-requisite? We can forget about raising up to $3m for our entitlement which might help fund Lesedi new wells for Serowe bound electricity.

Hydrogen is rightly playing second fiddle to CBM electricity for Serowe currently. The majority of poster on here will be happy and the rest won't be unhappy! It is up to SM to prove themselves and they have plenty of time now.

Solar panels , providing up to 20 Mw , could foreshorten the time before we need more wires.
They will be raise our income much faster than CBM power , so I'm expecting a hybrid of Solar power during the day , followed by CBM power for the rest of the day.

I suppose we will have to keep them in step , unless BPC are happy to see us provide more Solar in daylight, than CBM power at night? If factories do not work 24/7 we could fit the supply and demand curves for some areas of Botswana. And as we grow those areas will expand with us, ultimately in and out Botswana via SAPP. I admit to not knowing how BPC distribute power but it sounds perfectly possible to feed power to where you want it. Cutting supplies elsewhere is the most crude method .... is that the only way?

Looking on the bright side, by the time SM fulfill their ambitions there might be more of a market for Hydrogen in Southern Africa? TBH , the way this is going , if SM succeed I can see them setting up in Australia rather than Botswana first. Pure Hydrogen's Serowe mines, and TLOU's Lesedi, Mamba and Boomslang mines, might supply their second initiative with TLOU and SM both established money earners? We are ahead of Pure Hydrogen on the CBM front so the original hopes could pan out eventually in a few years?

Synergen Met Ltd
@SynergenMet
·
Jul 22
Due to worldwide challenges impacting financial markets, and in particular small cap technology stocks, @SynergenMet
have taken the decision to defer the IPO process commenced in May 2020.

Synergen will restart the IPO process when market conditions have improved.

https://twitter.com/i/status/1375917343734304771

I am looking for twitter news that SM is delayed and this was amongst the links on
https://mobile.twitter.com/fizzycal

I can't find anything on these poxy new sites!

Sorry to top your post Winni but here are three posts from ADVFN which support everything I have been saying about the false spreads on the TLOU price!
------------
tomboyb
22 Jul '22 - 15:08 - 9239 of 9244
nt at 1,9p -
------------
maytrees
22 Jul '22 - 15:16 - 9240 of 9244
My buy at that sp tomboyb.
I tried to buy at 11am today but limit at 1.8p did not go ahead. Then at 3pm I did telephone buy which pushed the sp up to 1.9p. Hope it is worth the effort.

--------
Cherrylady
23 Jul '22 - 09:37 - 9244 of 9244 Edit
0 0 0
Maytrees , I have been been banging on about this on LSE , and maybe here , for years.

You hit the +- 10% margin limit which protects us from a typo that costs us a fortune.

Most brokers disallow any trades outide the following range ....
Lower than the spread by over 10% OR
Higher than the top of the spread by over 10%!

On most spreads it is not a problem BUT FOR TLOU at say a spread of 1.4p to 1.6p with an average of 1.5p, the margins are tiny! In that example you are limited to 1.26p for offer, and 1.76p for a bid.

Another problem is that delays in the trade reporting means the spread may have changed from 1.4p to 1.6p behind the scenes!

If I wanted to bid on ASX at say 8c while the price was 7.2c,
10% above 7.2c is 7.92c so it would be rejected!

But here is the good news on the madness ....

I revised my bid and requested shares at 7.92c , perfectly acceptable!

It was rejected! And then I twigged why!
On lSE the spread is measured in pennies , on ASX it is measured in DOLLARS!

I was about to spend my hard earned on shares that anybody would sell at $7.92 and I'd have received 1% of the number I expected!

In practice I would have mopped up any cheaper offers first but once they'd disappeared and my $7.92 was the only bid in town , there would be a rush to grab my money as fast as possible!

==================

So well done Maytrees , by ringing your broker they knew you were compos mentis about your bid and did not require their protection from yourself.

You have opened my mind - I have been preaching that people need to clear the books of the lower offers to raise the spread. Ringing your broker by-passed that completely and I thank you for waking me up!

============

Incidentally, I texted Australia when I fell foul of the 10% margin.

I told them that my bids were being rejected at 7.92c and they said try 7.85c!
It worked , and having got 7.85c into the system, I was then able to revise it to 7.92c

There was an unreported trade which lowered the spread , and 7.85c was the new top plus 10% , and that is how I found out all of this!

At 3am I needed my beauty sleep or that text may never have happened.

My brokers all charge a fortune for manual transactions and I am too tight to pay those prices.
But you have broken the deadlock as long as idiots do not offer anything less than 2p.

But experience tells me they will - we have more nutters than the a

From Bloomberg ...

"The far-reaching economic policies backed by Foreign Secretary Liz Truss would spark losses in UK currency and bond markets, according to investors at some of the top asset managers.

Abrdn Investment Director Aaron Rock described her plans to aggressively ramp up government borrowing as the “biggest fear” for the gilts market. Bluebay Asset Management’s Kaspar Hense predicts the pound will drop 2% against the dollar if she’s chosen as the next UK prime minister."

=====

It is good that TLOU is not using GBP as it's base currency. If Truss wins my money will be on Boris being back as Tory leader in time for the next general election. My £2 bet on Rishi was worth £3.71 a couple of daysago , now worth £2.76! I am letting it run in the hope it will pay £9 rather than lose but how is a dreary person who can only say "tax cuts and growth" over and over again with no explanation of what she even understands them to mean (a la Moagi) in with the remotest chance of facing a vote of confidence in less than a years time?

Her extra marital affair 5 years into her marriage is worse than Boris's philandering as a single bloke. It broke up Mark Field's marriage even if her own survived, which is questionable given the lack of family photos online. She was a Lib Dem before becominga Tory and this is supposed to be a fresh start after Boris briefed colleagues with lies about what he knew or did not know about controversial events and characters in and around Westminster.

Kemi should still be in the race imho - after a vote of confidence in Truss fails - Boris v Kemi v Keir will be less fretful for me.

2H23 is not years away plonker. Poles and wires are underway , gas flows are improving , CBM power will be ready for TX, and Hydrogen's future in the short to medium term should be clear by then. Once TLOU has some income and can bring in new drills etc without have to have placings and associated dilutions this share is going to be 11p not 1p.

If SM can develop their Hydrogen prototype in Brisbane before the poles and wires are ready, the price will be much higher than 11p.

And there is also the possibility of carbon credits. 1.5p is a ridiculously small price for all the potential TLOU has on offer. I think my IQ is on the decline , I only need to use a tiny fraction of my brain to counter your rubbish Moagi, my kids put up a better argument than you do when theywere in primary schools! You went to primate school no doubt and was bottom of the class? I guess you were in the Homo erectus class!

Homo erectus is an extinct species of archaic human from the Pleistocene, with its earliest occurrence about 2 million years ago. Sounds about right! Quick march!

Funny how stupid ideas can triggers good things.

Having pondered about the cost of producing Electricity from Solar Energy (Moagi's technology cost effectiveness idea), and considering imminent carbon penalties from fossil fuels, the budget to produce competitively priced Solar Electriciy can be increased considerably!

If the costs rise the selling price of Solar power will have to increase, and the price of Gas powered power will rise too. BPC will not vary their prices depending on how the electricity is produced?

Our CBM power will not cost more to produce so it will be more profitable?

I suspect $10M for 10Mw has already been increased, but whether the PPA has fixed that price for 2Mw or 10Mw has not been announced afaik? And will the price be flexible over time?

Full marks to TB for trying to find something to post but UOG is in the same line as USOP and I gave up hope on USOP years ago. They still talk the talk mind (about Oil in Nevada).

If anybody has spare money the only way is TLOU imho!

I am disappointed Jonah because there is no doubt Elon Musk makes more from credits than he does from Tesla cars that earn the credits. Incredibly, the cars may not even make a profit and he makes billions from the credits.

Once I investigated here I saw that Woodbois (Paul) had indeed moved from an negative position on credits at less than $6 , not enough for him to chase, to a positive one because he was convinced a 10 fold increase was coming , or more , and Michael Floyd's appointment confirmed the change of heart for me.

Paul was very slow to realise that some of us were expectating immediate credits from the 1M acres but he got there in time for the AGM and could not have been clearer that any credits went to the Govt rather than WBI.

I sold my small investment here in lieu of Woodbois striking a deal with a conglomerate who needed their undoubted history of managing woodland. I am still waiting to see how rewarding those management skills are going to be for companies who won't see a return for years!

TBH if I was rich enough to buy empty plots in Gabon , plus financing Woodbois for years before I'd see any earnings from credits, and 20 more years before a small percentage of the timber produced a yield .... AND IF I WAS 40 years younger .... I don't think I would be at all interested.

The Ronald Brown is still out there.
Just look at the number of trades this morning at 8:25am , 14 not a typical 140.

The price has been artificially high because mugs like me believed that article.
Paul Dolan denied 100% that carbon credits for his 1 million acres was going to raise a bean for WBI , and a falling price is making that article look dubious to anybody new who sees it.

It is total baloney but the timber trade itself is looking promising from WBI's estimates.
And if, as Paul intimated , there are companies aplenty wanting Woodbois to manage new land without trees on it to raise carbon credits, then long term timber merged with medium term carbon credits in 5-9 years time rather than Brown's 1 year , will lift the price back to where it was recently.

From videos I posted on here I expected news of a potential partner to be coming soon.
Personally , I think Paul is wrong , I don't see entrepreneurs queueing up for returns in 5-9 years when they can get carbon credits much earlier than that from Hydrogen production or by investing in green vehicles like Elon Musk has at Tesla.

I had great hopes that the appointment of Michael Floyd as head of carbon credits meant that the Brown article was accurate - it is not , and the million acres is only worth it's timber value as it has been over the last 20 years. That is why the price has dropped imho.

Point 1.
If Natural Gas is not green , how on earth does Synergen create Green Hydrogen from it? They presumably have HG Wells’ time machine in their prototype?

Point 2
Neanderthal man had Solar Energy it is called the sun.
Technology does not create Solar energy, it converts it to electricity.

Point 3 there are 8 zeroes in 600MILLION same as 100Million you idiot!

Point 4 the World Bank article THAT YOU THOUGHT WAS INFORMATIVE does not consider that Solar Energy which is hitting Canada is useless to Africa if it cannot see it!

How stupid are you ? The answer is a definition of infinity!

So many people have suggested we get one and now they have given us this one?

Poppy Poo indeed!

Solar energy has always been available to every African country yet Hydro electricity, and coal and diesel have dominated the electricity markets!

Why?

Because they are functional 24/7 and Solar energy is only available during daylight hours when nobody needs electrical light and heat.

The technology for solar was missing for the years when the others were being established and making solar powered electricity available for the non-daylight hours is still technically difficult and very expensive and liable to produce a non-green battery disposal problem. In mountainous countries the obvious thing to do is pump water uphill to be reused for Hydro power. Solar alone is a non-starter! Wind is even less predictable. Gas is not renewable but at least it is green! Coal and diesel are definitely taboo once Putin is out of the way! Until then surely green energy is going to take a back seat due to the cost of fuel.

TG should have come to the UK and set up at our closed coal pits but who was to know?

Tlou are starting small to keep our shares below 1bn for shareholders and the costs down TLOU can survive Govt, banks , pandemics, lockdowns and unforeseen natural events such as eternal dewatering in Lesedi and a couple of months dewatering in Selemo.

Minister Moagi does not need to be told the importance of IPP's - he knows and did his best to get BPC to push forward with TLOU. TLOU don't need to be told either , they proposed selling direct to SAPP if BPC did not pull their finger out.

What happened to that idea?

Hope those of you in the red zone are surviving the solar energy crisis. I moved downstairs last night where it is cooler. Slep really well until my neighbours with their 2 small boys and their new ****erpoo puppy appeared in their garden at 6:15 am and woke me up. 8am must be their breakfast time cos it is has just gone quiet.

I wondered whose voices I was hearing early in the day when I was upstairs at the front!
Thought it must be dogwalkers getting out before it got too hot.

I never took Poppy out yesterday so perhaps I'll do that now.

Without