Member Info for mrmoagi

MFM - you should care what KE have / don’t have since they are competitors of the company you are invested in. And while the market opportunity is potentially significant, that isn’t a good enough reason to ignore our opposition.

Smith - you are all over the place mate. Where do you get KE have backing from AfDB? That isn’t possible imo, since ALSF (part of AfDB) is advising Govt on the PPA negotiation. Less is more Mr Smith perhaps for you.
You might also like to reflect on following. Is your purpose here to critique and analyse Tlou in order to research and better understand the investment case it offers OR is your purpose now, having invested in Tlou yourself, spending your time reinforcing to yourself that your investment decision was correct?

Perhaps spend the weekend stepping back from the keyboard and thinking some of the basic criteria when making investments and whether or not the important aspects and assumptions have perhaps changed.

The share price hasn’t changed.

Maybe we would all be happier if it did. Shall we tell Tony and team ....

https://www.zerohedge.com/markets/iron-ore-steel-hit-all-time-high-monster-commodity-rally-breaks-records

Article covers iron ore and copper spot prices - both roaring ahead !!

How many years now have the prophets been leading us to the holy land? Are we there yet? Or will there be more excuses....

PPA is tantalisingly close

But I am thrilled I managed to get you a new BFFL. Hope you will be happy together.

MM - really !! Are you this childish. English is your mother tongue - right?

Appi, think you are being a bit unfair. Yes, generally I preach a cautionary message. And I will continue in that vein until I see stronger signals from within Botswana that tells me things really are set to ‘explode’ here. That could well be a successful PPA outcome for Tlou, but is more likely to be that significant project funding is secured. And bear in mind, when that happens I fully expect more significant equity dilution than all the recent itsy bitsy equity raising that have been basically tiding things over.
But - in my defence - if you go back about 4-6 weeks, you will read my posts saying I believed the ‘good times’ were about to get going. Not long before the last fund raise I believe - then Tlou smacked us in the chops. And with good news, they will do the same again. Anyone that thinks Tlou is ‘fully funded’ (as we have been told countless times) really needs their head examined.

1 billion shares in issue is good and bad - good as it means funding has been secured. Bad for obvious reasons - but then there are some who believe the bigger the number, the better. Yup they really are the clever ones here.

I love your put downs Miner. Seems be a trend of yours.

Oh well, at least I tried to help you.

As for you, all I see are 2 settings: 1. Talking up Tlou; 2. Talking down anyone who doesn’t agree with you.

Tell me - in your 4 years of trying, how has the share price responded to your urging.

At least we all know you and Smith shop in the same mirror storeroom.

Some gentle advice for you Miner - try a different tack, or seam, since it seems all your efforts thus far are not bringing much reward. Try harder.

Do us all a favour Smith. Just read.

Indeed, then and now show distinct differences. And mostly for the better. Changes in personnel have been made and hopefully they go on to achieve great things ahead. No doubt we will disagree on the relative speed these good things ahead will take place at.
But I see you still cannot resist an attempt to talk all things up - suggesting the PPA outcome will be surprising with the implicit assumption this will be highly beneficial to Tlou. The PPA still has months of negotiation left imo; no doubt you think more in terms of days and weeks. Happy for a friendly fiver wager on time frame!
On personnel - again your implicit assumption is they will quickly change their respective landscapes and this will advantage Tlou/CBM. These are mostly parastatals - and Govt coffers have been badly bruised by covid and will take time to replenish.
Let’s wait and see how and where Govt /BDC / etc deploys it’s investment funds ahead. Maybe with a PPA the Govt will exercise their right to 15% interest in Tlou. I am expecting a raft of announcements on such investment decisions relatively soon - by soon, I mean before the PPA is negotiated. Fancy another friendly fiver?

This board sure does attract a load of guys with psychic powers - with ability to think and speak for others. Unbelievable.

MM - previous President made Bots a closed country over time. He sought to control civil service, ministries, Ministers and Govt to extent they stopped working in any effective capacity. Khama’s control enabled him and cronies to have fingers in every pie - and since he couldn’t get a finger in CBM pie, he made sure it went nowhere for years and years.
Current Pres Masisi and good guys in BDP are trying to take back control, but that process takes time. Because he is trying to get an effective Govt working again, I got excited about Tlou’s potentially finally.
What I got wrong is that it will take a lot longer than many here are prepared to admit.
The current PPA negotiations are an acid test (for me anyways). Without meaningful support from Ministry and Govt, the private sector is not going to get involved in CBM in Botswana since there is too much history of ‘talking the talk but not walking the walk’.
All my opinion of course. I know any management team worth their salt will look to talk up their strategy and opportunity. Tlou simply started this a few years too early - and it simply irritates me they continue in the same vain, as if we all are so easily made believe. Well Smith is, but then there is always one ...

On and on and on and on and on ..... he endlessly drones. It doesn’t matter who the poster is, old or new, all that matters is Smith gets an opportunity to exercise his digits on his keyboard responding.

JackalOz - I am invested here. Have been for quite some time, hence my interest. I knew the ramp in 2017 was pure hype orchestrated by a bunch of total muppets. I waited until I felt Tlou was ready for me to invest - sadly it seems I front ran that by quite some time. But no matter, I have to wait now.
Why do I critique the company ? Because not one word posted on these message boards will make a blind bit of difference to what the share will do. What will happen is not influenced by the likes of Smith, MM, me or anyone else here. Only muppets think they are influencers here.
It would be nice to have polite, intelligent conversations about the stock, including why it is struggling to get going. But that has no chance coz small-minded people struggle with negativity so they prefer to insult those with opposite views to theirs. So be it.

https://www.mmegi.bw/index.php?aid=89681&dir=2021/april/30

Interesting that the great and the good here don’t seem interested in this very large solar project shared by Bots and Namibia, supported by World Bank, IFC and AfDB.
And now the Biden Administration seems to be supporters. Power Africa seem to be the main driver, presumably with support from DFC (the old OPIC) so this seems a US play to keep China Belts n Roads initiative in check in that part of the region. I never quite appreciated the militarial significance of Botswana (maybe one of the good things the previous Pres Khama managed to maintain during his time) to the USA Govt.
Anyway, over to Smith to ruin any chance of meaningful response.

Great points raised - Anglo would be a great partner to develop CBM gas fields in Botswana. But they will first need to commit to their CBM leases in S Africa first I reckon, so we would get advance visibility on that. So Tlou will have to keep chugging along for a few more years I reckon before Anglo would be a natural buyer of Tlou leases.
Orapa tender is gas supply to a 90MW peaking plant - not supply of electricity. But we know what you meant.
Somebody else talked about gas pipeline to Orapa. Again, a great medium term commercial opportunity for Tlou - will require a load more wells. Remind me please which leases are closest to Orapa? Pretty sure it isn’t Lesedi. Medium is therefore probably a 5 year timeframe.
Cant wait for the PPA carve up to be determined. Then maybe there is something sensible and positive to talk about.

Safe, maybe you could contribute here rather than criticise .....

The Utah photos show that SS4. Not sure about their other site, but if they were clever enough to have that for the smaller deposit where they are building a plant, surely they are similarly clever to have it at their larger deposit. And the CS deposit is pretty small when compared to 150m tonnes elsewhere

Begs the question then How can you get particle size wrong for basically a sponge type product. Time you actually understood something about the company’s potential products.

The simpler approach would be to post about Tlou ... and not repeat repeat repeat repeat that everything is great here (when it clearly hasn’t been); that TG is a visionary (when he clearly isn’t); that it makes sense for an exploration company trying to transition to a production company in one commodity stick with strategy (rather than seek to impress by mentioning everything the major companies are busy developing and thinking we shareholders are impressed - I’m not); tell us the truth about reasons behind delays and stalled progress (rather than keep issuing revised timelines that are never achieved).
It’s called treating shareholders with respect - something that has been missing from this company since early 2018 when things went pear shaped.
And please - remember - I am entitled to my view on matters here every bit as much as any other poster. You don’t have to agree or like mine; but mine are about the company - people like you who post endless rubbish about your personal life and personal thoughts are the reason this board is cluttered with junk. If you stop posting all that irrelevant bilge, then maybe people can hold a 2-way conversation about progress the company is making, or not making. That’s the gist of it - it is up to you.