RE: congratulations1 Aug 2021 03:08
Are you for real MFM?! Have you learned or understood nothing about Botswana over the past few years ?!
100 percent the private sector can spend 5 fortunes in Botswana - but listen pal, energy in Botswana is about changing the dynamic from reliance on imports to becoming self-sufficient (which may not actually be possible, but reducing the dependence should be). The Govt will own and control the domestic market - they have been royally screwed over the years by SA forces and they want that dynamic to change. That will not be easy to effect !
I get why Tlou wants to introduce solar and Hydrogen. Honest I do!! But these are new markets in a country where Govt wants to control strategic industries. Well done Tlou and TG /GG for forcing the conversation and showing the way!! Honest to god - well done!
But guys, chaps, sheep, …..come on…. we have been here so many times before… The Govt talks the talk BUT they do not walk the talk !!!
Boom there you finally have it - the single biggest risk to Tlou or Strata-X (Blue Hydrogen) or private sector players trying to view their business in southern africa. Govt, bickering, jealousy, SIK being forced out, past corruption, balance of payments deficits, lack of ability of public sector to fund their nationalised businesses and lack of liquidity to pay their private sector contractors and service providers.
It sadly is a joke … and more sadly the sheep on LSE are quickly and totally sucked into the BS.
PS Miner is the one leading the rah rah chorus here now !!! I find that intriguing .