Member Info for mrmoagi

Smith surely knows what to do to get this board back talking about Tlou.
But knowing and doing it will prove utterly beyond him I suspect.

What is your problem ?

You think Sunrise will report revenue in 2022 then ….. or ……?

You are factually incorrect on 2 fronts Smith.

First, the only person claiming there will be a coup or civil war is you. My posts about past President Khama were to make others appreciate there has been problems with the handover following the 2019 elections. And I offered this as a reason why Govt and civil service have been unable to move as quickly as they, and us, would ideally like re introducing new policies and actions and direction. (Of course, Covid has not helped in that regard thanks to an already strained budget being strained even further in previously unthought about expenditure needs)

Second, TG has no history of producing electricity from CBM. He has a history of being associated with companies that discovered large quantities of gas, and then being associated with the disposal of those companies to others who were in the business of extracting the gas in large quantities and using that to generate electricity. Quite a basic error for someone as self-proclaimed knowledgeable on all matters.

Just as an aside, how do you expect others to take you seriously if you keep changing your mind about filtering me, and then keep referring to either my posts or myself ?
We all know you simply cannot bear to not read my posts, for fear of not knowing what potentially might be being said about you. On, off, on, off, …. and you genuinely seem to think others here care what you say, post or otherwise. You really do have a childlike opinion of yourself and your views. Pretty sad really all round.

The crux here is Botswana is trying to lessen its cost of import dependency on SA, which has been seen as an ongoing gravy train for established business (and surely political) leaders under the Khama regime. They have been slowly slowly peeling back the layers surrounding these business relationships, and hoping to ensnare SIK along he way. But he is a slippery old fish, and capable of muddying the audit trail.
Still, in Africa, they go slow for a reason…. and I would imagine SIK doesn’t much like being stuck outside the country he and his family controlled since his birth. He is fighting for his legacy - I wonder when news breaks on his SA properties and finances. What does he say then.

https://africa-energy-portal.org/white-paper/understanding-power-transmission-financing

This white paper might be of interest. What I think it does inform us is that a transmission line is a fair bit more complex than saying it is simply ‘poles and wires’.

https://www.mmegi.bw/news/doubts-about-khamas-return/news?fbclid=IwAR33lILHQIZ19E6QwDAld1cvShCkFO8-kur0xmpVVKppp6kgYREIORF4CLE

Interesting reading with political risk alive and (sadly) well. No civil war is not imminently about to explode (that is cyclops fanciful take on things he doesn’t comprehend) but it 100% does impact on smooth functioning of Govt and civil service in Botswana.
And, for the n’th time, the Khama’s home power base is Serowe. I have always loved coincidences….

However, whilst you read what you read, the real question is Why the most recent former President of Botswana, son of the post-colonial founder father and well recognised global person of historical importance, has moved his base to nearby SA. Where no doubt he has many friends, maybe properties, and presumably the odd bank account here and there. What the news article says isn’t important; it’s what it doesn’t say that absolutely is !!
And, in my esteemed humble opinion, this particular story has a long way to run still….. Elections due in 2 years time - the ‘fun’ and agro is just getting started .

Market makers are soaking up stock below 2.5 pence, and every so often they need to bounce the accumulated position around. All this Off-Book stuff is not out through the market for a reason.

(But don’t worry the village idiot will be able to explain it to us all, as usual)

Yet again, absolutely FA to do with Tlou. Who TF do you think cares what you do …….

Yes, we have had ample time to realise you are only interested in the sound of your own voice inside your head. Surely that gets boring after so long.

Wrong again. I was commenting about the 50% of your posts that do not talk about Tlou. Those where you regularly stray off-topic presumably because you are bored, have nothing else to do or say, and where you just try to drown out my noise (which talk about Tlou mostly).
If you could just talking about your yourself and stick to the purpose of this message board ie Tlou, then you will still be the top poster by number but the drivel and ****e we all have to wade through would be much reduced.

I know you stopped listening to anybody years and years ago, but please do us all a favour and try really hard this time.
STOP TALKING ABOUT YOURSELF AND YOUR LIFE STORIES - we just ain’t interested !!

You said yourself, on more than one occasion, your off-topic trash is to drown and dilute my posts. So you continuing your childish suggestion I need to ‘talk about Tlou’ again demonstrates the disconnect with your left frontal lobe with the endless lines of complete irrelevance you post on this message board.
Get a life man; go do your gardening (or read books on it until the work starts); take the dog for another walk; or do a cryptic crossword or soduko (a hard one will keep you busier for longer, ha); enjoy exploring more search engines; write a book about your personal life experiences rather than share them here; go to more football matches rather than tell us about the games and times you remember attending; …..
And you say I need to talk about Tlou rather than you - really and truly is your memory really this disconnected and forgetful ?
Many of us here appreciate you might be lonely and even crying for attention or help - but stop your incessant posting about irrelevant matters on this message board, and you might find your ‘less is more’ approach actually gets you more sympathy as well as allowing a proper message board to flourish.
Let the penny drop; switch on the lightbulb; wise up; stay on-topic……. and stop boring the pants of everyone here. Be a good chap.

So do you now realise you need to stop posting all your personal waffle? Or do you plan to continue your childish thinking that if you post most, you are the keeper of this message board.

Please keep on topic here - as you have been repeatedly asked by more than a few posters.

Smith, do you perhaps realise that the more you talk the less you actually have to say.

Just one for you to ponder.

Whizz, that just wasn’t fair to point that out to the man that knows TG mind far more in-depth than the man himself.

When I read Smallfry’s post, I had an immediate chuckle knowing you know who would wake up, have a read, be throughly delighted he had purpose for the first hour of his day penning/dreaming up some jackanory of a reply.
And I / we were not to be disappointed, were we.

So - PPA and funding apparently in hand. And still he wants to kick CBM into the long grass. Clearly, he is like TG - has made so much money over the course of his life that he isn’t in any hurry to make any more. Probably because of having to pay tax on any profits …..

The only relevant point to question in his reply - the question of whether Tlou has decided upon horizontal or vertical wells for the development of their gas field is by no means yet decided. If they were, we would know all about the amazing success ie flow rates (and I imagine gas composition) long before now. This company always tells us all the good things they achieve …..
Also, there was an earlier post by someone saying use their rig to drill more wells - presumably that was horizontal wells. The Tlou rig is there to drill core wells, definitely it doesn’t drill horizontal wells since that is specialist equipment and people. Maybe it can drill vertical production wells but that is a question for management at some point in time.

Now, sit back, and await the much anticipated blitz of BS.

0% chance of meaningful production revenue in 2022.

Gosh and there was me thinking the first post was the extraordinary one.
Completely lost the plot. Maybe that 2.5 pence share price is finally resonating

And the best part is he genuinely believes every word of the fantasy he just posted.
Really quite extraordinary.

You are right about that ! And you know F all about either !!

Gents - if there is nothing to announce to the market, then there is nothing to announce to the market.

It seems to me that yawl want a big juicy story about CMRC being all happy and convinced about adoption of pozzolan into their supply chain. As do I.
But until a CMRC says they are interested or prepared to do that, it would be really really really tough for management to announce something to the market.
Best you chill; best you pop this one in bottom drawer and hope for the best…. One day

Thanks Dip. I totally get the whole ESG and decarbonisation gig - that has started and will continue to build and build ahead.
I was hoping you had something more specific applicable to the cement and concrete industries on the tightening of legislative requirements.
We all seem to have bought the ‘coal is on the way out’ story which initially I know I took to mean flyash was on its way out and pozzolan (being the replacement agent) was on its way in.
But cement and concrete are such huge industrial sectors that forcing through changes there will likely be tougher than many here ever imagined. Process changes and supply chain change generally - unless there is some form of legislative directive telling operators to change their ways by such and such a date - tend to take way longer that ‘punters’ in the replacement technologies would like…….
That I think is going to be the case here with Sunrise. Plus it isn’t the biggest deposit in the world; yes it is sizeable, just not huge. Go check the blurb on Geofortis website ….. and it seems not much has changed with them this past while.

Coal plants need to disappear. Coal fumes and flyash also need to disappear, but I worry that will take longer than hoped here. But if it does, then Sunrise should absolutely fly.