Member Info for mrmoagi

https://www.mmegi.bw/business/bpc-to-replace-diesel-with-lng-at-orapa-plant/news

Doesn’t seem like Tlou or Sekaname are part of the solution then - unless they are able to import CNG from elsewhere.

And the coal to liquids project also seems to be bumbling along. Although with the way Govt takes forever to progress the project and it’s considerable investment requirements, it will be interesting to see if those interested are keen to stay the PPP course.

https://www.mmegi.bw/business/bol-finalises-preps-for-p30bn-coal-to-fuel-project/news

I find it amazing and pathetic that you would rather criticise my early views on crypto suitability for Tlou than take a wait and see approach as to whether something so completely new in Botswana is likely to gain traction. You when are you going to realise that Tlou have front run every single aspect of the strategy they endeavour to implement and, so far, every single aspect they articulate ends up taking far far longer to simply get started. And never mind the ones they spin us from time to time that end up in the bin 30 seconds after the RNS is released.
As Whizzer says, the Board seem to have gone MIA.

Botswana Govt not prepared as yet to commit to the alliance as presumably they don’t have spare funds or budget to get involved. So that doesn’t bode well for the development any time soon of a local green hydrogen market.

Yes Tlou and SM can prove their concept all being well. But neither have the financial clout to drive the development of the local market - so at best we get lots of great reading presentations talking about the massive market potential but years to commercialise. Sound familiar.

However, developing green hydrogen at scale and reducing its production costs will require cooperation and collaboration across governments, businesses, investors, multilateral development banks, civil society, technical and academic experts and others. Governance will also be key, with transparency and accountability central to ensuring the green hydrogen sector avoids the pitfalls that have plagued extractive industries on the continent for so long.

The launch of the Africa Green Hydrogen Alliance marks the first important step in driving this development in Africa. The six founding countries intend to make the Alliance a platform for collaborating on workstreams, exploring synergies between green hydrogen projects, sharing lessons learned, and research and development, as well as collaborating with the private sector, development finance institutions and civil society.

UN Climate Change High-Level Champion Nigel Topping said: “With its huge renewable energy resource wealth and land space, Africa has a chance to become a frontrunner in this burgeoning green hydrogen industry, creating zero-emission jobs, domestic energy supplies and export revenues fit for a decarbonised future. But to get there, we need radical collaboration across the governments, the private sector and civil society – as the Africa Green Hydrogen Alliance will foster.”



The countries formally launched the Africa Green Hydrogen Alliance at the first-ever Green Hydrogen Global Assembly in Barcelona, with support from the UN Climate Change High-Level Champions, the Green Hydrogen Organisation, the African Development Bank and the UN Economic Commission for Africa.

ix African countries formally launched the Africa Green Hydrogen Alliance, aiming to make their continent a frontrunner in the race to develop green hydrogen.

The Alliance also aims to accelerate the transition from reliance on fossil fuels and shift to new energy technologies that open up access to clean, affordable energy supplies to all.

Green hydrogen, produced with renewable power, has the potential to rapidly decarbonise hard-to-abate industrial sectors such as steel, chemicals, fertilisers, shipping and trucking. Many African countries are well-suited to develop green hydrogen, with strong solar and wind energy potential and large tranches of non-arable land. This could provide Africans with new access to clean energy sources, job opportunities in the zero-emission economy, public health benefits such as cleaner air, domestic wealth creation and export revenues.

In forming the Alliance, Kenya, South Africa, Namibia, Egypt, Morocco and Mauritania intend to foster collaboration on creating a sustainable enabling environment to supercharge green hydrogen development. This includes the development of public and regulatory policy, capacity building, financing and certification needed to mobilise green hydrogen production for domestic use and export.

For example, South Africa’s goal to deploy 10 gigawatts of electrolysis capacity in the Northern Cape and around 500 kilotons of hydrogen per year by 2030 is forecast to create 20,000 jobs per year and 30,000 by 2040. Namibia’s planned $9.4 billion green hydrogen project is expected to create 15,000 jobs during construction and 3,000 permanent positions – 90% to be filled by Namibians. Projects are also planned in Egypt, Mauritania and Morocco.

Sadly not. I am just like my Mum and she, god bless her soul, had no idea.

So this makes you a ………………..?

Absolute poppy poop !

I wonder if Tlou habe been formally or informally told that if they deliver their initial 2 or 10MW power generation, that they will be approved to deliver say another 10, 20, 50MW or some such number …..

https://www.sundaystandard.info/coal-the-black-diamond-gets-an-extended-lease-of-life/

Morupule Coal Mine, wholly owned by MDCB, in April shipped its first coal export to Mozambique port to supply global markets. The state coal miner last year November commissioned its Motheo project which will expand the mine’s production capacity from 2.8 million tonnes to 4.2 million tonnes per annum of coal.

Besides the existing two coal miners, top Indian industrialist, Jindal Steel and Power, announced in November plans to start a coal mine in the Mmamabula area, famed for its large deposits of coal. Jindal is looking at an annual production of 4.5 million tonnes of coal. Construction of the mine is expected sometime this year.

Ironically, the demand for clean energy sources has also been a key factor in driving the coal bed methane market (CBM). Seen as a cleaner alternative, gas projects involve CBM recovery from underground coal resources during the mining operations. The extraction of CBM is carried out using vertical and horizontal drilling into the coal seams and eliminating the water content of the seam gas. This has created opportunities for CBM projects to set up operations in the country, lured by the vast coal reserves and the critical shortage of power supply.

At the forefront is Tlou Energy, proprietors of Lesedi CBM project, the most advanced gas project in Botswana. The company made impressive progress last year, achieving sustainable gas flows, while negotiations progressed well with the government, and investors showing keenness to plough their money following good prospects.

I ain’t taking sides here - But - SR has been very good at issuing equity to raise cash to keep paying the bills. Without ever delivering a project or getting close to meaningful revenue.
That said, pozzolan is a fantastic project to be involved in. Also though don’t forget this project has already been hawked around the cement and concrete space a few times already, and it if was fantastically tickety boo, one or more of them would have signed up some form of joint development work before now.
The question for me therefore is Why haven’t they? Is there something about these deposits that the big boys don’t like - size of deposit, grade, proximity to processing plant, transport logistics, scale, ……

The only company I know in this same space is Geofortis (I posted their website before) and even they don’t seem to be tearing down the trees to replace flyash with their pozzolan.
Pozzolan reads incredibly well as a substitute in the cement and concrete supply chains, but maybe the product replacement (for fly ash) cycle is not yet being embraced by the big CMRCs.

Something on the CMRC side is holding things back seems to me - I wish I knew what.

There is an interview loaded on The Patriot on Sunday Facebook page featuring President Masisi and Minister Moagi discussing Botswana as an attractive mining jurisdiction for investors.
Minister Moagi mentioned the IRP and in one of his answers and said:
“Orapa as it stands has a 90MW diesel pumping power station. That will be converted in the near future to another renewable source through CBM”.

Quite how CBM meets the definition of renewable beats me, but anyways. And quite how he can keep saying ‘in the near future’ with a straight face also beats me, but at least he is saying so …..

So Orapa 90MW conversion is still on their drawing board, which is good news I guess.

Yet again, more irrelevant rubbish.

How jolly interesting Brad. You continue to make this board full of irrelevant content given your aspiration to talk to, and about, yourself.

You and Morris are a match made in heaven. Both in love with the sound of your voice. Well played. Keep up the great work - and the share price will soon be testing 1p. Just think how many shares you can buy every month then with your 300 quid.

I wonder when you will realise your other idol has completely sold you a dud.

that Brad was the stupidest person posting on this board. But then….. well really n truly our pop in, pop out, rope-a-doke (well this is what he aspires to do) posts every now and again and increasingly it is blindingly obvious - He is a Twat !!

Not a great night for the child ….

Night night Morris. Boom, drop the mike, exit left - not your best effort tonight, was it

If people are prepared to pay into the Honesty Box, I am happy to bet good olde Brad Baby will unfilter me tonight - just to see what is being said here.

I mean, there has been no chat worth a toss all week, other than his usual ramblings on puzzles and dog pooh.

Steady on there Buckie. As to your assertion Tlou is a value stock - yes it is. Remember when we were kids and bought the one shilling lucky bags….

There was always the promise of value when you bought ….

Ah… and up his minuscule little head pops. Has had nothing to say for months on end about Tlou (as it transcends new share price lows) and as soon as he spots the opportunity for a quick quip, he can’t resist.
No doubt the dung beetle has burrowed back to his cozy lair, living off the efforts of well intentioned people. Well, that’s what parasites do best …..

Since we are sharing. My mother was on a morphine pump for her last 10 days or so. She was at home surrounded by those near and dear, and where she wanted to be. That didn’t make it any easier at the end, and watching someone take 18 months to basically starve to death - well those are memories that don’t leave you.
For what it is worth, they are are core part of why I don’t like Bull S… posters (like Morris, and previously Tidd and Buzz and Windy and others ). Life is precious; money is precious to most of us; and those ass Bottoms only intent on ramping a stock only to leave widows and orphans holding thereafter …. well they are people I wish have a similar end to my mum.
As I said - since we are all sharing …..

Tlou was hyped and ramped far too early in the journey. That is fact - hindsight has proved that. The question now is - has Tlou run out of friends and/or run out of runway?
Things are reasonably in the balance presently. If those 2 vertical wells don’t produce decent quantities of gas, well crypto and hydrogen and any other nonsense won’t really matter. A gas company NEEDS to produce gas !!!!
And I am not sure Tlou is capable of that

How come and where did it all go so wrong Smith ?!