Member Info for BradSmith

If we'd adopted Blue Hydrogen in 2021 - I can easily envisage a share price higher than 4.4p and 8c and a resulting successful options Moagi!

TLOU and Green go hand in hand - so TG , bless him , was right to gamble on SM getting there with the Solid Carbon alternative. It did not work but at least there was no dilution and SM have not delayed the original plans for Serowe delivery by much!

A rash CEO might have allowed SM onto Lesedi to produce their prototype , and where would be now, with the current gas tied dedicated to SM ?????? I don't suppose you appreciated TG's foresight on that , like everything you miss about him, Moagi.

If Kemi Badenoch is not the next PM , I hope TG employs her at TLOU!

Sorry to change the subject away from myself - I will leave you all to discuss Moagi's gem of a post!

At least I give you something to talk about on the TLOU chatroom Moagi!
Your posts are so beneficial to everyone who reads your words of wisdom.

Meanwhile I am reconsidering our partnership with Synergen Met and whether going all out for a Green Hydrogen solution is the be all and end all.

https://stockhead.com.au/tech/thermal-plasma-that-can-destroy-harmful-pfas-chemicals/
from June 20th explains PFAS problems and I wonder if the CO2 produced is justifiable given the benefits we'll receive from Blue or Torquoise Hydrogen production?

If the CO2 can be sequestered we have plenty of non-productive land to take it.
Silly question no doubt, but could be open a fizzy drinks business with it?
And are fizzy drinks partly responsible for climate change?

Is anyone going to claim our respect for paying 4.4p (8c) for 6250 share options?
ASX presumably had no takers?

6250 equates to a placing of 37,500 ordinary shares so 43,750 in total.

I have just received this from Simply Wall St

“ you have 1 new important update for WBI
Woodbois
WBI
Share Price 7 Day 1 Year
0.05 -15.0% 20.0%


Price target increased to UK£0.07
Up from UK£0.06, the current price target is provided by 1 analyst.
New target price is 37% above last closing price of UK£0.051.
Stock is up 20% over the past year.
The company posted earnings per share of US$0.037 last year.”

NB Don’t shoot the messenger - I am not interested until carbon. credits are in the equation!
But I felt obliged to pass it on given the circumstances.

I thought I was unsubscribed from SWS!
Make of it what you will but DYOR

Blue Chip , dividend payers , FTSE100 companies, tend to move in the way you expect.

IMHO, the difference with AIM lies with us! Many AIMS investors are hoping for a quick profit and/or a huge profit in the long term!

Short term optimists jump at any sign of good news and the share price reflects that optimism. i.e. the stock is either overpriced or at the maximum pending positive news!

I recall Paul saying profits had moved from debit to credit and and that he expected increases year on year! 27M was a figure that sticks in my mind!

Profits of an extra 3% is good news for those who expected nothing, but I imagine most of you expected greater than 3% and were a little disappointed? Timber over 20 years has not been profitable for much of the time.
It is more efficient since Paul took over which is promising, but this is not a get rich quick stock until carbon credits are added to the mix.

I have not researched any of this since I first looked so this is all based on my fading memory.
News of a partner who wants Woodbois to manage their investment in an area of Gabon with few or no trees is overdue. The terms will reveal how profitable carbon credits are likely to be.

What I love about Tlou is the story is consistent whether Tony, GG, or Colm.

The only thing they get wrong between them is the timings - and , if they were guilty of deliberately misleading us , I reckon they would have given Botswana and maybe the whole continent a miss! Elsewhere we might have been operational before Covid struck?

I am glad they did not - Hydrogen might never have been a possibility and would I be invested in one the best opportunities imaginable?

With hindsight they would have questioned RFP Version 1 and the clause about proposers being existing CBM providers to Botswana - and so would the tea lady!

Even the Minister was critical of his Govt when he said progress was too slow for an urgent project like ours!

Isn't anybody going to surface and take a breath?
GG has just confirmed everything I have claimed - Hydrogen still figures in our plans and opens up the markets for our gas despite the limitations of our first Tx line.

We have opened up Serowe for conventional CBM powered electricity , the PPA for up to 10Mw , have capacity for another 10Mw to 15Mw from hybrid solar and CBM before the TX lines need to be upgraded.

We are relying on Synergen Met living up to their expectations , but GG and I are expecting Hydogen and Carbon production to be able to use any excess gas at the other wing of the TLOU, the partnership.

The wide avenue we see in the erection photos has room for further TX lines and PYLONS rather than poles which will take up forward for a few decades od power supplies.

If SM fail , there is Orapa pipelines to consider - whether gas or liquified gas pipelines.

We won't have to wait until end of 2023 to find out about Hydrogen - we'll have a good idea in 2022 whether it is viable. BUT THE MAIN NEWS I WANT TO HEAR IS THOSE LITTLE WORDS carbon credits!!! Tlou are not shouting them from the roof tops but if TG is not salivating at the thought of them , I will be amazed and fall into the stupor that this chatroom seems to be in!

After Lefoko's mumblings I could listen to Gaabaake all day!
The guy asking the questions needed a microphone though.

hTTps://www.facebook.com/theprojectsbw/videos/1183105422488154

After a hard day ‘s campaigning, I assume the choice of where the Labour canvassers could grab a drink and something to eat was extremely limited and how many venues were needed???

Getting in a few beers and a curry, with many fish and chip shops closing by 9pm , may have been all there was?

And it was a time to share doorstep feedback so was a time for working refreshments - and was bound to be a total one of , until another bi-election!

I was worried that having emptied the national coffers under Blair and Brown govts that with Boris and Rishi exiting their massive expenditure was going to land in someone else’s lap!!!!

Rishi standing for the leadership race means he is not walking away from the debt he created? He must be favourite to get the treasury back if he lasts long enough in the leadership race to be credible?

Ukraine need Tom Tudgenhat or Ben Wallace if Tobias Ellwood is ruled out. Rishi seems essential to all of them.

Bojo might be needed in the USA to keep Joe Biden on course with his support for Ukraine. Cannot see how he can fit into anybody’s cabinet in Westminster.

If they let him remain in Downing St , he will still be there as long as Russia is expanding their presence in Ukraine.
Forever?

Ben Wallace and Rishi as chancellor is my hope.

https://drive.google.com/file/d/1tZUL4eRBGHumpui8vKgfK7ObK4LOT54e/view?usp=sharing
https://drive.google.com/file/d/1bmnrtKB1DvS6kE6zV8ietfSSdlGs4B_u/view?usp=sharing

There seems to be rugby type goals beyond the lorries which suggest this is definitely not the first! The site itself looks en route to or from somewhere rather than the starting point too?

He mixed it with English!
https://www.facebook.com/theprojectsbw/videos/3122084501365207

I found this stimulating - I am sold on it!

https://www.facebook.com/BotswanaInvestmentandTradeCentre/videos/1425795491215223

https://drive.google.com/file/d/1H6L_Jx_PET7AOFJZitqZcUAHDeiDYM8i/view?usp=sharing

GG getting involved more than we know?

https://drive.google.com/file/d/1qmbr7FX2j2Ko6iVdBJrAhoTwveP0r5iZ/view?usp=sharing

You do know Jay - your own posts make it clear.

Day 1 people were buying i.e. removing the lowest sale prices from the spread perhaps?
The average on the spread therefore rose a bit , and put you in profit!

Day 2 people in your position, not you though, who maybe had a lower average than 5.69p decided it was worth taking some profit and offered some shares below the price of 5.69, extending the lower end of the spread (one unsold share will do it!).
The average price of the spread or the mid-point between top and bottom of the spread , therefore drops.

This only applies to LSE , using ASX rules the closing price would have been the final transaction price i.e. 5.5p - so absolutely identical! How funny is that?

Neither method is perfect! If they used weighted averages on LSE and only one cheap share was left on the book at close - it would be totally insignificant , adding only 5p+ to the weighted average total (number of shares * price for all prices) and adding only 1 to the total number of shares on the book. If the other numbers are counted in hundreds or thousands that is!, if there is only 1 other share at a higher price, they are obviously equally relevant.
WBI have a healthy number of trades and shares being traded most days - today 130 trades and over 2m shares (out of 2BN). Your closing prices are therefore representative of the market!

My favourite stock had 3 trades totalling 13k shares out of 600m - that is why I discount the importance of its closing price! 1.65p or 16.5p on 13k shares is insignificant to my mind!
If I give you a £20 bottle of wine free for some reason - the price elsewhere is still £20!
That is how I see it!

On the Jeremy Vine show today I discovered I am an ultracrepidarian in Moagi's eyes!
Now that reminds me of a joke!

A well known celebrity arrives home to find his girl friend of 3 years is packing her suit case!
He asks her where she is going and she explains she is leaving him!
He asks why and gets the response that the girl had seen him on TV and they said he was a well known paedophile!

And here is what I thought was true of Moagi - to which he responded "that is big word for an 11 year old".

ultracrepidarian is a big word for Moagi, too big for him to spell or say?

crepidarian is a very rare adjective meaning “pertaining to a shoemaker" so an Ultra is a load of old cobblers :O)

I believe I am antiultracrepidarian of course! Or perhaps a microcrepidarian - which means learned I hope! You don't have to be a great footballer to recognise a great player! And I don't needed to know much , to know Tony Gilby knows his business!

My rats are gone - I got an excellent rat man in who put down strong poison wherever Poppy was safe from it! Took 2 days to hear my last rat! I think Moagi was amongst them the timing seems about right. He has left the poison in place in case more decide to come in from the cold!

TB do you get the feeling we are the only two still invested here :O(

https://www.primarymarkets.com/capital-raising-company/synergen-met/

This reads as if Hydrogen/Black Carbon is an exisiting solution.

It seems a bit dubious to me or they'd be in Botswana by now testing it?
I was looking for news of the IPO to see if it is fully subscribed after close on 24th June.

Tlou have made the right decision to resume CBM Power at Lesedi and agreed that SM should prove themselves back in Brisbane before we entertain them in Botswana?

https://www.bloomberg.com/news/articles/2022-06-30/gabon-plans-world-s-biggest-ever-issuance-of-carbon-credits

The article does not clarify for me what the policy is but it seems to agree with Paul's statement that credits go the Govts for existing forests.

Central African Forest Initiative, which is backed by a number of mostly European governments, last year, was being touted as Norway. Nothing is as straight forward as I would like it to be currently. Suriname has appeared out of the blue too!

"Having secured the first tranche of BPOPF funds allowing us to get Zismo started on the transmission line, we are now progressing additional power off-takers as well as exploring further ways of monetising our enormous gas reserves. "

additional power off-takers?

Is this CBM gas powered electricity to neighbouring countries or SAPP , or does BPC have a potential rival within Botswana? Could e.g. Orapa, bypass BPC and buy electricity direct from us?

Or is this preparation for the SM/TLOU partnership outlets for Hydrogen and any bi-products?

Given the history of TLOU , I am wondering if selling to SAPP is still a possibility?
Don't think we ever got an answer to whether it was a serious threat to BPC or not all those years ago? The most vociferous BPC supporter was not the most credible poster on here if I remember rightly. My support ws purely down to my faith in TG getting things right.

TG may have been bluffing to prod a lethargic BPC and it did the trick? They rolled over!
The subject has not been raised since unless it is now?

TB , have TLOU mentioned a power-offtaker in your correspondence or am I missing an obvious candidate? Pure Hydrogen might need a lot electricity at their Serowe CSG partnership in the Karoo basin. Do they want a private secure supply perhaps, and of course Orapa could in the be the same boat, until the resurrect their plans to get a gas pipeline for their dual fuel generators which seems to have gone quiet?

Just been notified of this by Linkedin!
I must unsubscribe I think :O)

"Top companies your searchers work at
Liverpool Football Club logo
Liverpool Football Club "

I'd like to see my stats - they would be record breaking - distance covered in 90 minutes - 200 metres!