Member Info for mrmoagi

Love it. When someone has nothing else better to do, he spends that time researching old messages on a message board …for what reason….
Smith - the only reason I talk about Sekaname is because all you can do is post how great Tlou are, why Tlou are the only game in town, why Tony is a Saint, and all the other endless rubbish you dredge up each and every day. When the stark staring truth and reality is - something entirely different.

There are 2 preferred bidders for the 100MW power tender - fact. Neither has been awarded a PPA yet - fact. MDCB say they are aware / interested in One CBM player/project - fact.
Who is the One?

Back off filter then I see. Then again, how long was I or anyone else ever on filter, since you know you hate missing out on something, eh Smith.

As for beaten. Hmmm what did I say the share price would be?
As for Kenmare - EBITDA run rate of $150m this year. It is a company will real assets, real customers, real revenues, supportive financiers, and very real profits from which they now pay very real and significant dividends. And capital gains in the share price. In Mozambique where you or your idiot Tlou supporters attacked Kenmare claiming toxicity in the product & doom and gloom from an insurgent threat in the north of the country.

As for Sekaname - it amuses me no end you think I am somehow connected to them. Somebody else said it, and it has stuck in your head ever since. That’s what you do - allow everything you read from sources that you alone find and which you then adopt as your chapter and verse and gospel.
Imagine living your whole life and never once having an original thought.
Is Sekaname the One? Can you ever imagine if that came to pass?! Oh my, what then. Would you slither off in total shame ? It would serve you right for personalising your disagreement and dislike of my opinions on Tlou.
And guess what - the odds sure as heck are not in your favour. Everyone can see it, except of course the One.
2.5 pence at the end of September 2021. Who saw that coming in 2017? In 2018? Heck, who saw it in July 2021?
You guys make me laugh. You really do!!

Here we go.

Thanks for your concern TB. Amazing that you and others are more concerned posting about me, than finding out who is the One featured by MDCB. I am a lot more ‘consumed’ by that apparently than anyone else.
I love you guys. You haven’t changed in 5 years of posting about Tlou. When it gets to uncomfortable truths and realities for you, the default defence is not to talk the important stuff out but instead ‘keep shooting the messenger’.
Is it any wonder Kenmore called all of you sheep in 2017! He doesn’t appear to have been far off the mark.

Hahaha. You clowns in the Twitter Group really are an ecosystem like no other. Tell you what, you guys stick in your little happy clappy clique, and those that are minded to figure out the real reasons why Tlou cannot execute basically anything can, if they are so minded, chat with me.

Aye. And if you did read them, just imagine how much sooner and better informed you would be.

NP, the whole world is aware of Tlou given there great PR efforts especially 2017/18.
And you are right - I am damned good at asking questions. Just as others are damned good at telling us about all the potential uses and applications for Tlou’s gas.
I still think it is a pretty darned important question - who does MDCB view as ‘The One’.
I also would add, I posted the link below about BPOPF about 10-12 days ago. Funny nobody thought it was important then, but hey presto, today it is all the rage…..

One further question Morris - MDCB say on their website they have One opportunity in CBM. There are 2 preferred bidders for the 100MW tender, and MDCB seem to be saying they are talking (or maybe interested) in just One project.
With MDCB money, BPOPF money, presumably BDC money available - well as long as Tlou are on the right side of the conversations and decisions, then we are all set for a spectacular future ahead.

What do you think ?

That’s brilliant Morris. Thanks for posting the link -we can always rely on you to post the latest news on Tlou opportunities for us all.
Is this the initiative you reckon will drive the share price up from its current malaise?
Also am curious - are you saying Tlou are now back in the power station game ? That would be great if they were, given we remember Eric Molale’s comments at the Resources Conference in 2019 about Prove the Power and there shall be untold opportunities and riches ahead (in the form of 300MW of power generation contracts).
Do you think Tlou plan to scale up quickly and massively from their long held and often discussed 2 to 10MW power generation ? We haven’t heard much discussed about that in recent years, so maybe that will be the next ‘big thing’ for us all to enjoy reading about ahead.
How about the current PPA - do you know when we can expect it to be announced? And the associated funding? And how about the Orapa tender? Are Syngen managing to progress their IPO fund raising so that they have the money to build a prototype plant in Botswana? Remind me, is a prototype proven technology or more proof of concept technology? And I am curious on Tlou’s ability to retain Mamba and Boomslang exploration leases - in other mining jurisdictions, typically the lease holder needs to spend money exploring for their commodity thereon. Has Tlou been exploring much on their leases? Maybe I missed that news - can you show us where they talked about the great exploration progress achieved? We would really hate to lose or have to give up any of our hard earned acreage ahead.
Anyways thanks Morris for telling us always how great things ahead look for Tlou. We are all going to get super rich on the blue sky potential you always like to share and remind us about!!

Aren’t we lucky we have you Smith to help us understand how the market works. Thank heaven for small mercies.

Swinger - there is no project to fund as yet because there is no PPA agreed. Funders need a specific and contractually obliged contract in order to commit to lending.
It is laughable how many of the Tlou herd (influenced by the usual suspects) actually believed that funding was agreed subject to PPA or that funding was somehow not particularly relevant.

It is now mid-Sept and still we wait for a PPA from the 100MW tender issued January 2017. Forget the reasons why - this delay is scandalous / ridiculous.
If the say 10MW PPA is secured in next month, the race is on to secure funding before mid-December, otherwise this to gets delayed to March/ April next year. Another scandal !

And since nothing here has ever happened ahead of time, we are looking at March 2022 as earliest when 10MW PPA and related funding is secured. Then they take rest of 2022 to deliver transmission line (I suspect it is the critical path item).

So revenues in Qtr 2 - 2023. How is Tlou going to find itself for that long ??!!

Never worry all about the Sells. Smith will step in to buy his 300 quids worth every month on credit card to soak up the slack. We are in great hands; Saint Tony has our backs.

Well said NE. What I would say by way of response (and I am not looking to pick a fight) is - Sweden in my mind is not a comparable mining environment to say Africa / Botswana. Plus we can all pick isolates examples of F ups the world over.

That said, yes we are all sitting twiddling our digits awaiting a 2 or 10 or whatever number of MW out of the original 100MW 30 year PPA / tender. What eventually transpires from that will be the acid test of whether this endless, agonising wait was worth all the agony or ecstasy ….

What I do feel / think is this - TG, GG, the mgmt team have had to realise that they, despite their social media bullishness, have been badly caught out in Botswana in terms of their messaging v their ability to influence outcomes.

I keep coming back to the African (not necessarily Botswana) opinions of Aussie business guys looking to drive their listing opportunities - Perth Pirates; Brisbane Bandits; Melbourne Marauders; Sydney Systers…. I imagine you can get my drift.

That is an absolutely appalling post from you Smith.

Imagine please what your reaction would have been had I posted something unsubstantiated about TG health. You would have gone mental !!

But hey it is ok for you to post it - anything you think, say, write about your hero is fine …..because he is your hero.

Yet another shocker from the totally clueless chosen one.

Not a chance Whizz. He may or may not be invested; that doesn’t really matter here since he is nothing other than an attempted stock influencer.
He will reappear when news is ‘just around the corner’ or he will try some subterfuge will BS posts from time to time on the usual Gas to Something potential opportunity.

Morris, Tidd (maybe they are one and the same); Buzzard/ Ftang; all a bunch of complete Charlie’s. If and when Tlou ever manages to get going, they will start their chirping.

Must admit - for once I would welcome some of their noise. It might mean some half decent news is looming.

Morris Miner is always quick to tell us when price is going up (a heads up on Big News nudge nudge wink wink know what a mean …). But why doesn’t he come on and tell us why the price is so shockingly quiet and dreadful currently …..

Remarkable lack of interest in this assertion by the Investment arm of Bots Govt. If Tlou is the one, then great. And if they are not the one - well what does that say……

I agree Damo. TG is developing this so he can sell out and move on.
The difference this time is he was deemed ‘local’ when in Australia. And he was in at the start of that particular market development, so played his cards well.
In Botswana, he is not the local so he perhaps doesn’t have the same cohort of friendly faces in the corridors of (not power but) relevance to try make things happen. It doesn’t seem to me that GG or Linah Moholo were power brokers capable of making things happen / happen faster.

I think you and I and TB as well broadly agree this dog is going to play out in its own time. And there is nothing any of us can do to influence that, despite how much smoke we blow out our behinds or elsewhere.

The MDCB link sure was interesting I thought. Who is the One ??

http://perspectives-cblacp.eu/minerals-development-company-botswana/

I hope Tlou is the One !!

Pretty much agree with you Damo. Only annoying part is that this new market is a fledgling one at best, so it will take all of next 2 years for it to establish into something of substance.

Gas to power - Eric Molale said years back if CBM was proved they would quickly expand power generation to 300MW. Hence why the 100MW tender is so important to progress.

What I would put out there for us to discuss: does Tlou really want to play in the gas to power market, given their initial ambitions were 2MW scaling to 10MW. They said I believe this was more about them connecting to the grid than becoming major power generating company. With the subsequent solar and hydrogen strategies, what really does Tlou want to be /do??
Just thought this might be something more interesting to kick around, rather than the usual transmit messages about how great all the potential routes to market are likely to be.