RE: Has this link been posted13 Oct 2021 15:41
Brad I think you have this one wrong. The PPA is a big deal and it will advance things, the funding we require obviously wants to see the PPA signed before committing. TG said some parties didn't require the PPA in place but they haven't materialised so I'm taking that comment with a large pinch of salt.
Your main line of thought and objection seems to be that both those things (PPA & funding) are of no significance because we still couldn't be getting on with any of the work. I strongly disagree.
You can't argue on the one hand that Synergen and Hydrogen will make the PPA and funding irrelevant but at the same time argue that nothing can be done. The Hydrogen unit will have to be flown into Botswana, connected up and fully tested. This process will require bodies on the ground doing actual work, so if they can work then surely contractors can work on the transmission line.
I'm obviously not in Botswana but I don't believe that the restrictions are such that no work at all is getting done. TG and other directors may not be able to fly out of OZ (I don't know, but governments usually make special provisions for business) but regardless, we have two contracted companies carrying out this work that don't come from Oz and we have GG in country as well as that Danny Horne is it? And our own local workforce. So if you believe that they are still not working on the transmission lines and sub station purely because of Covid I think that is wrong.
I think as soon as the PPA lands it will quickly be followed by the funding and then we'll see the two contractors engaged to start the connection work.