Member Info for doze

There is no point going lower for Tang because POLO goes over 30% on conversion of debt sub 7.5p.

Who is buying rather. A rearrangement of holdings pending something.

Spin it how you like.

It is not a Tang show now; primarily it is China and Bangladesh cooperating in a global recessionary shock to leverage valuable black gold.

Lets hope you are not right this time YKIR.

YKIR- China is batting for us. A high level delegation is going to have one week (ONE WEEK) talking about major projects many of which I conjecture hinge on Phulbari. I don't need to read about it, just joining all the letters in a word search where diagonally, vertically and horizontally I find Phulbari.

I think the trade deal exceeded the authority given to an interim government anyway and could probably be rescinded.

It was put on the board.

Could Bangladesh cede the mine area to China for the duration therefore not subject to the trade agreement.

There is the SoD lodged with the government prior to the trade agreement so maybe that is acceptable for the US. A BNP person was saying it could be approved quickly with a vote.

Quite and a very high level delegation to China to get them out of the merde. Never believe what a politician tells you YKIR, when were they Right. Good neighbour China is needed, India is struggling for gas like Bangladesh and cannot assist except with pricey Adani Kws.

From digit

https://www.thehindu.com/news/international/bangladesh-government-starts-china-outreach-to-send-20-member-delegation-this-week/article70854524.ece

Looks a promising delegation for 16 to 24 April with an agenda to achieve on majjor projects in Bangladesh. Digit has pasted it

In its first outreach to China, the newly elected Bangladesh government will send a 20-member delegation to Beijing this month. The team, led by the General Secretary of the Bangladesh Nationalist Party and Minister of Local Government, Rural Development and Co-operatives, Mirza Fakhrul Islam Alamgir, will depart from Dhaka on April 16 and is expected to return on April 24.

The delegation includes Ismail Zabihullah, adviser to Prime Minister Tarique Rahman; popular singer Baby Nazneen; and Sanjida Tuly, the convener of the voluntary organisation Mayer Dak, who led the campaign demanding investigations into numerous cases of extrajudicial arrests and killings during Sheikh Hasina’s tenure. The team also includes current BNP Member of Parliament and retired Air Vice Marshal Altaf Hossain Choudhury. The BNP delegation’s visit is expected to be followed by a trip from Foreign Minister Khalilur Rahman, who visited India from April 8 to 10.

One of the areas where Bangladesh–China relations have expanded in the past one and a half years is medical tourism, as lingering visa issues between India and Bangladesh have prompted Bangladeshi patients to seek treatment in Chinese hospitals in Kunming, which has air connectivity with Bangladesh. While details of the upcoming tour remain unavailable, it is understood that the Bangladeshi delegation will meet senior Chinese officials, given that Mirza Fakhrul Islam Alamgir is the seniormost Minister in the Tarique Rahman government, which came to power after winning the February 12 election.

Apart from commercial ties, China is also involved in several major projects in Bangladesh, including the Teesta River Comprehensive Management and Restoration Project, which aims to reduce flooding in the plains near northern West Bengal, including the strategically vital ‘Siliguri Corridor’. The project is currently under technical evaluation, though there is an expectation that Teesta-related projects will be prioritised, as the BNP pledged to secure a “fair share” of the Teesta’s waters from India in its February 2026 election manifesto.

With the fall of the Awami League government in August 2024, the Chinese government intensified its outreach to the BNP, Jamaat-e-Islami, and the National Citizen Party (NCP) – which consists mainly student activists who led the anti-Sheikh Hasina protests of July-August 2024. As part of this initiative, China had sponsored a visit by five BNP members in June 2025, which was also led by Mirza Fakhrul Islam Alamgir.

The hesitancy on GL imo is from BNP, the locals are for it. The US trade deal or US interference in the process combined with vested interests is the delay I should think to a straight forward GL. Bangladesh should not be puppets in a China - US trade battle.

I didn't mean to be negative just pointing out that politics dictates no coal if you look at who is making money from energy at the moment so no one is pushing BNP on coal mining. With politicians or affiliates previously exploiting the emergency act and still with irons in the fire they don't like the rise of an out of country owned Phulbari to benefit the people of Bangladesh and provide their base load. It would be the best provider and most profitable provider to the GDP uplift while reducing the need for previous deals to be renewed.

I sense the businessmen bending the ear are not coal ones. The BNP don't realise coal is where salvation lies because most of their advice comes from vested interest. Of course Adani will oblige to up output-I wonder why. LNG generators will be snapping at their heels etc.. How will capacity payments rocket in the current situation.

Terry, my take on that is wondering what they have to negotiate over when the project will be privately funded. Are they working out their cut or government slices for this or that. Get the black gold out-period.

POLO and Dyani will be circa 50% of ISC on GL and Tang has some coming as deferred pay but that will not take us into buyout territory so I think they will all want to see the SP rise soon as they have been working for it and the Chinese in Dyani will want the kudos from Xi! and Tang the Bangladesh Freedom Honour so Bangladesh needs looking after well.

The people need coal and jobs.

It is not the market imo that holds the SP down so it must be those who can play with their holding and that is POLO and/or Dyani imo. It is not nefarious but the plan for GCM which will be allowed off the rein when all ducks are in a line. It has to happen soon and my money is on it.

What about Big Baron for bringing newbies.

Even Harry has forgotten about that and is laser focussed on Tulu Kapi.

Digit; Dyani have worked to enhance the bare SoD with important add-ons (I have been reminded-cheers) in close collaboration with Tang the aim being to make Phulbari a more enticing project to Bangladesh. Tang is no idle CEO or someone who wants to defraud but he is dealing with Asia and all the complexities that get in the way of a good business deal and he must have set Dyani up to be functional as a separate but now related party as a substantial shareholder.

Shouston's 8/1/25 rns link is so like the POLO terms re 30% that the lawyer Tang appears to be in charge of Dyani aswell and drawing up the legalese.

The focus for me is the Asia Energy lease to mine coal and all the benefits PC and royalties from coal to Bangladesh bring with the GL and Tang is the man who has the same focus chipping away to lever GCM ever closer to the GL.

There will be the overt actions with the Bangladesh Government and in country business/academia and international coal expertise via DG but China / AL and maybe BNP and Jamaal / Tang interactions may well have been covert via Dyani ; see Nasirul.s last post https://www.lse.co.uk/profiles/Nasirul/ . The D of Dyani could be Datuk?! Phulbari.org if I remember rightly was suggested to have been set up in Malaysia where Tang was first involved with the Chinese and he maybe transferred covert side of things to Bangladesh where eg POLO involvement needs some parties to be cognisant. It is not illegal and networking is always going on in business. There is beginning to be a Davros for BRICS but when Tang was in Malaya there was no high level venue to meet business people and network as far as I know so he had his own equivalent on a small scale. A personal interpretation of what explains the situation as no business has a creativity manual but builds value by knowledge acquisition and action on it .

I suspect noone has info on Dyani and that is I think because they are a lobby entity operating out of sight but keeping ears to the ground for GCM's prospects. If Tang did it from his GCM remunerations negotiations might not be possible because declared expenditure could give too much away.

I am invested trusting in Tang batting for GCM and that being in his best interests too.

Phulbari.org is probably their work and updated with some authority aimed to persuade decision takers. Basically their job is to create the right environment for GCM and they are being helped by Trump.

The tealeaves have never read so good and my £2 reference was Cybertron's input and reiterated concerning a strategy for GL landing. Perhaps you will answer that strategy question as I have obliged you with Dyani.