Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
https://www.weekendpost.co.bw/33627/business/green-hydrogen-the-new-energy-frontier-in-africa/
Electricity generation is most commonly the leading contributor to CO2 emissions in most countries, at which the majority of NDC in Africa are targeted at. Massive strides have been made into the installation of renewable energy capacity, driving the decarbonisation of the energy sector. The biggest issue surrounding renewables is the difficulty of storing the electricity at scale and for prolonged time without long distant, inefficient transmission, as well as the irregularity of electricity supply from these technologies. While batteries have certainly helped at a micro-scale, they are not yet cost-effective at macro-scale.
Hydrogen, produced through electrolysis of water, is the perfect solution to the problem. Specifically green and blue hydrogen are suitable for further development in Africa. The development of a green hydrogen economy in Africa has since gathered considerable attention, driven by the continent’s high renewable energy potential and investment coming from developed countries desperately looking for means of decarbonising their own industries. Green hydrogen is best positioned to reduce CO2 emissions in typically “hard-to-abate” sectors such as Industry (e.g., construction and steel manufacturing), centralised energy systems, as well as transportation and mobility. Natural gas will form the basis of hydrogen integration as methanation becomes commercially viable and pipeline infrastructure is upgraded to support hydrogen blends.
The EU has introduced its hydrogen strategy in 2020, proposing a shift to green hydrogen by 2050, mainly services through a steady supply coming from Africa. Africa is expected to become the preferred location for the green hydrogen economy due to its growing penetration in renewable energy, greater land availability, easy access to water sources and port facilities, enabling Africa to position itself as a major hydrogen export hub.
Development Finance Institutions (DFI) are thought to be the primary financiers of green hydrogen projects in Africa, as they have mandates for green investments. Additionally, Export Credit Agencies (ECAs) are expected to become major financial contributors; as well as alternative financing structures such as green bonds and green infrastructure funds.
Despite Africa’s dire energy need, over-supply of electricity has become a significant challenge, primarily driven by poorly maintained generation, transmission and distribution (T&D) systems. Hydrogen production and storage can be a useful technology to solve this problem. Excess electricity can be used to generate green hydrogen during times of oversupply, and in turn be utilised to generate electricity during an undersupply of electricity. Hydrogen is also a suitable clean resource to help decarbonise numerous other industries including transportation, building heat and industrial sectors.
https://www.weekendpost.co.bw/33639/news/bdp-rejects-keorapetses-commission-of-enquiry-on-public-institutions/
Keorapetse postulated that it is deplorable how corruption rates in Botswana have jetted. He cited reports from Afro barometer which situated Botswana on a high scale of corruption. The analysis, he said, give an account of how more than 50% of Batswana are of the view that corruption is rampant; and that 70% of which fear reporting such cases, indicated that high profile leaders including Office of the President may have a hand in the country’s wreckage.
Keorapetse made reference to Instances of the National Petroleum Fund (NPF) and Capital Management Botswana (CMB) sagas, Botswana being grey listed by the Financial Action Task Force (FATF), Banyana farm being ‘‘self-allocated’’ by the President, President being gifted guns and tenders not allocated quicker due to corruption cases.
Ha ha - I post tripe. And I follow you. Man, you really do have a high opinion of yourself.
You know, I know, everyone posting reasonably regularly here knows you will only last a while before your curiosity overcomes you.
Thank you Appi for posting something that allows Smith to yet again share his love and thoughts on browser experience and navigation.
It is something we know he so looks forward to sharing with everyone on this message board. And for the rest of us, reading his posts is about as pleasant as the plethora of ads which you mention.
Tell you what - put Putin in charge of Tlou. Then things will start getting done, one way or another …
https://www.mmegi.bw/features/reaching-for-the-sky-major-solar-projects-finally-kick-off/news
Solar procurement in 2022 and supply into the grid 2027. 5 years for a solar project that mature markets would BOT in 18 months or less. Just crazy how slow, deliberate and hopelessly out of their depth those in Govt and Ministry tasked with infrastructure project delivery. Just hopeless !
Still only 1 CBM game in town so I suppose that is the good news.
Search for France Museveni on FB. There was a big shoot out yday in Gaborone with 9 or 10 fatalities. The special forces resolved the matter very fiercely. France has posted some photos of the outcome today - his post does say viewer discretion and he isn’t kidding.
Maybe if you stopped posting endless theory about what you think is happening, going to happen, might eventually happen, will end up happening, has a chance of happening, prefaced with ‘imho’……
But then the difference here is - you think the share price is driven by the guff posted here and that you and I are the Ying v yang. Even if that were true, well you have lost hands down to me !
But you would never admit that.
However , I and everyone else here knows the ramblings here no longer matter to this stock - 650m shares in issue matter. Market makers matter. Somebody buying 250 shares a month with his legacy rationing stamps - well, think what you like.
Again, reality is - you wake up in the morning, check to see who posted what… and if I am the last post posted, you set about starting a new thread and posting the biggest load of ballix you can possibly dream up. Each and every day……
You think by responding to me you are keeping the message board relevant and also offering an unbiased view for ‘newbies’.
Did it ever cross your mind that newbies reading about your health, or football, or dog Pooh, or your dreams, or any of the other multitude of drivel you serve here would Run a Mile from this stock.
But you won’t see any of this…. At least though you are now questioning whether or not SM will be capable of delivering a working prototype; previously in your mind this was already designed build and in final testing with no chance of failure. It really does beg the question - do you actually understand anything about business. Real business; not the pretend stuff running around in your head where there is unlimited access to scarce resources and money, and unlimited amounts of time and unlimited patience extends by shareholders and the market.
A life well spent !!!
Smith - would appreciate you not interfering in a conversation between 2 other consenting adults.
You have nothing to add; nothing new to say; nothing in terms of understanding or appreciation of on the ground dynamics in Botswana; so in the interests of people who actually are trying to unpick the real drama in Tlou - please just stop trying to get involved. We have all heard all of it before !
I am pretty sure I have been Uber consistent in my criticism of the way directors here have been reporting progress. And when I turned positive towards end of last year, my view was based on forthcoming PPA and funding both of which duly arrived. Sadly that short burst of enthusiasm was punctured by lack of proper follow through by directors in clear messaging to the market, which I have taken to mean things within are not as great as they could should be.
Purely my view - don’t care less whether you or anyone agrees or disagrees. But I take issue on you thinking I am inconsistent or disingenuous - 4 years of talking Poppy Pooh is proof otherwise.
The whole crypto nonsense really did push me over the edge - it is just the biggest pile of poop ever !!!
The market needs to know what is going on with the 2 horizontal wells; have they both been brought back on pump, flowing gas and water, in what degree of quantities and in what composition of gas…. Concise, clear, factual messaging on this - then maybe we can take a view that their money on those 2 wells was a wise investment from which some level of economic return can be achieved.
At the minute - this is open to question !
Why?
Because they have a commercial contract to produce; funding to get the project moving aggressively; and a share price that retreated to sub-2p. When you step back, look and assess as to why - what answer do you come up with ??
HB like really, show a little bit of class or intelligence or ………. Anything other than an awesome impersonation of the village idiot please.
Tlou has promised lots, delivered some aspects, but issued loadsa shares and share price in sub-2p. That is reality, fact and where we all are.
Sunk cost or opportunity cost - for you to decide.
I /we are invested. It isn’t what we did before that matters; it’s what we do from here that matters.
And the major gap in your argument so far - I have criticised and complained for 4+ years. The share price is presently 1.8 pence. I am currently not being shown to be wrong. Stop criticising me - my views and my calls have 100% been shown to be right. You might not like me; you make not like my style; you may not like my reasons; But - I have been consistent in my views here….. so be man enough to admit I have been largely Bang on the Money here !!
And since you cannot seem to admit that, all you … and Morris and Smith and TB and …….. - well is that saying more about you or saying more about me?
Take it on the chin mate - from then until now, you been on the wrong side of all this. Me 2, so we have that in common. But this endless pathetic desire to deflect your attention and annoyance from a failed investment into me - FFS guys, wise up. Grow up. Waken up. Show some understanding of the situation we all find ourselves in with this stock …..
As long as all you, and others, want to do is criticise me….. really ….. you think I am the idiot here ??!!
TB, with respect, everything you posted makes No Sense. For the reason that, if I was invested here at a high price (relative to others), what on earth do I have to gain by ****ging the company off at every opportunity (of which they have afforded me many ).
Again, with respect, you have not grasped my annoyance with this company. If CBM comes good in Botswana, Tlou will come good.
If not - we are all done for here. Including Brad, who god bless him rabbits on and on about endless things that simply are not relevant …. but it keeps him busy, so let him crack on with it ….
Share price doesn’t exactly support anybody’s credibility on this board.
Except me !!!
I don’t call that a F in my book. But then apparently donkey’s are stupid animals….. hahahahaha you clowns make me chuckle …. Repeatedly.
Especially the most hopeless ever social media influencer I have ever observed. I wonder who that can be Morris. Any guesses?
Don’t worry lads, I will keep doing my civic duty here. Lob the occasional verbal hand grenade so you can all focus your efforts back on insulting me whilst it takes your mind of the disaster here.
I was almost about to say unfolding disaster, but actually that has already happened. I just wonder when yawl learn to accept …..