Member Info for mrmoagi

Well I can tell you who owns Orapa but since I am never right about anything, I think I will leave you to flap around on the internet posting links and whatever BS you find. Happy hunting !

Smith - nobody is disputing that Orapa should run on gas as the more cost effective fuel source. So stop being a Tony clone and endeavour to be disingenuous.
The point was - there will more than likely be a cost to re-whatever the best word is the plant, given it has run on diesel since commissioning. Who pays for that? Has that survey actually been done? Given it is Africa, more than likely the Ministry simply chucked out a tender saying Cone on chaps, supply us some gas. But when everyone focuses on the nitty gritty (something most posters here are clueless and oblivious to), guess what, there will be a cost. Maybe a significant cost. Has that cost been baked into the Orapa 90MW tender? Of course it hasn’t. Is that cost currently understood ? More than likely it hasn’t. And when it needs to be addressed - what does that mean? It means more delays - something Botswana is exceptionally good at.
And guess what - all of this is staring everyone in the face!! There will be some that see it instantly. There will be others who prefer to suppress their concerns but attacking the messenger....

Watch this space !!! I actually don’t think I have ever been so confident of anything this far in my exceptionally enlightened life.

All that said, the share price catalyst for Tlou is, and remains so, the successful negotiation of a PPA. And with that, the final push to unlock funding for an initial 2mw, increasing to 10MW power plant.

More on that later.....

Strata-X are fairly irrelevant as competitive threat in Botswana for quite some time.
Keep up App - you might finally learn something about Botswana.

It’s a different tender Smith; but it’s the same old stuff up in terms of tendering process.

We don’t need to argue the point now - just sit back and watch it unfold !!

How many have you now shot the messenger App?

Let me also help you on the Hydrogen thought you raised. Hydrogen technology is a long way from being perfected by the major players, so you don’t need worry about Tlou playing in that space in the near or medium term.

Let me give you a real issue to be meaningfully concerned by. Orapa plant was built over 10 years ago, and has ran on diesel throughout. When. The time comes, studies will need be done to assess whether the existing plant is still fit for purpose to run on gas or whether remediation or even plant upgrading will be necessary.
How long will those studies take? How long will any subsequent work take? Who will be asked to pay for that cost? What impact will all this, if any, have on the tender responses currently under preparation?

Bear in mind, Orapa plant is owned by Govt. I would be very confident there is no provision in Budget expenditire for such plant repair costs, so even if Govt was prepared to pay for this, the process to identify cost and get them approved will be tediously long. Then get it done, then allow gas to be supplied, .....

Yet another display of Govt half-baked thinking - issuing a significant tender to the private sector..... Just like the 100mw tender first issued in early 2017.

The sp doesn’t matter to Brad. All that matters to him is that he feels validated in defending Tony (and his management team - because I mean, come on, how could Tony choose a bad team) against unwarranted criticism from shareholders ...

We all know that share prices go up and down, as does shareholders wealth. In Tlou’s case though, I wonder what the poor schmucks who bought in at Asx, AIM and BSE listings think about their shareholder wealth remaining on their investment. You love a challenge Smith - why not report back the percentage levels those investors are down - 2009, 2015 and 2018.

App - and exactly where are Botgas drilling in order that they can prove up some gas?

Let me help you here. Nobody, and I mean nobody, in Botswana will be able to supply sufficient quantity of domestically sourced Botswana gas to Orapa in 2021 and most probably 2022. So the question is - who partners with who in order to supply the gas. And what form does the gas come in in the early years. And where from.
PS I am repeating myself from a month ago. I was ridiculed then; no doubt I will be ridiculed now. Bring it on.

Oh oh oh oh - Orapa tender has been extended. Well I never. Did anyone see that coming .....

Who is to blame this time

Nobody cares mate. Honestly let what I say pass between your ears..... None of it matters, and I really suspect this aggravation is doing you no good.

Read MM initial post please - before reverting to your default insult hurling usual self

So no PPA then MM. But Shore Capital rides to your diversionary rescue. But I suspect you knew their note was pending....

So instead of the 100MW PPA news, what are the odds the Orapa 90MW tender submission date is delayed.... Probably at Kalahari request just so they can submit a local tender to keep Tlou honest, who after all have got Orapa in the bag...

Or will things be different this time around ...

Hey Smith. Remember the BS that Minister Molale spoke at the 2018 Resources conference in June in Botswana - show us that CBM works and we will give you all the power generation you can handle ...speech. Well guess what - he was moved out of the Ministry of Minerals to Ministry of Rural Development, screwed that up as well (scandal around distribution of food parcels in Francistown), and now is attention seeking saying he is quitting.
Good riddance; he was lazy and useless. And worse a stooge of SIK so little wonder he got redeployed to a nothing Ministry. Latest news:

Three weeks ago, Minister of Local Government and Rural Development, EricMolale together with Dr Thapelo Matsheka and Member of Parliament for Mmathete/Molapowabojang, Dr Edwin Dikoloti met President Mokgweetsi Masisi at State House where they requested to be dropped from cabinet in order to focus on their constituencies.

President Masisi is said to have talked them out from resigning from cabinet as it will be viewed as a sign of no confidence on his administration. Molale is said to have now made up his mind and will resign as a Member of Parliament for Goodhope/Mabule as well as from active politics in June this year. Highly placed sources have revealed that Molale is adamant that he has done his part for the country, having served in the public service for over 40 years. “He wanted to finish his term as an MP but something seems to have triggered him to retire before the 2024 general elections,” revealed the source.

The relationship between Molale and President Masisi is said to have not been a rosy one as he was suspected to be still aligned to the previous administration of President Ian Khama where he served as Permanent Secretary to the President before he was nominated as Specially Elected Member of Parliament and appointed Minister of Presidential Affairs, Governance and Public Administration.

“He is one of the most experienced cabinet ministers and I think he is frustrated that he is sidelined. The Masisi administration is failing to tap into his experience and he feels the best decision is just to quit and focus on his health and family,” revealed a close source.

Statistics Botswana Electricity Generation & Distribution Statistics Brief for the 4th quarter 2020 revealed that there has been a downward trend in the physical volume of imported electricity.
The figures informed by BPC show that even though there are fluctuations in the physical volume of imported electricity, importation of electricity shows a downward trend. “This indicates the country’s continued effort to generate adequate electricity to meet demand, hence the decreased reliance on electricity imports” read the brief.
Botswana imported 47.4% of its total electricity distributed during the 4th quarter 2020. Eskom was the primary source of imported electricity at 59.1% of total electricity imports, Nampower accounted for 19.2% while the remaining 16.9% and 4.8% were sourced from SAPP and cross-border electricity markets.
“Cross-border electricty markets are an arrangement whereby towns and villages along the border are supplied with electricity directly from neighbouring countries such as Namibia and Zambia” read the brief.

Why don’t we let Inspector Clouseau decide. After all he is convinced I am Donkey, Buckler, Kenner, Whizzer (once upon a time), Moagi and OldB. He even reported his amazing thesis to the IT policeman and ...... guess what ..... my multiple supposed alias are all still alive and posting.

You guys, eh! It’s all a laugh eh.

Ya reckon DtE....

It is ok to say you don’t know MM. We are all friends here after all.

Why so touchy? I have written to ask about other pozzolan deposits across US, so far no reply. But if one is 140m tonnes and another is 15m tonnes, does that suggest the smaller one is ‘world class’ ?
It doesn’t to me. And it doesn’t mean I don’t like SRES.
Jeez message boards posters could pick a fight with their own shadow ....

Pozzolan prices near $100 p.t.
I believe fly ash pricing is at or above $200 p.t. given that it is becoming an increasingly scarce by-product. Augurs well for any pozzolan supplier - subject to composition and proximity to rail logistics. And size of resource. 15m tonnes isn’t to be sniffed at; however neither is it in the world class bracket. Tends to suggest SRES resource will be a digger and supply play; not a take-out target by the CRMC majors. All imho.

PS I most certainly do not consider you the ‘guru’ on Tlou. Jeepers creepers, even I am not that stupid.

Are you sure you are not Donkey in drag.