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Interesting article about Ghana, might shed some light on why the BG are being extra carefull with tenders....
https://theconversation.com/lessons-to-be-learnt-from-ghanas-excess-electricity-shambles-121257?utm_source=CapX+briefing&utm_campaign=1f657a72a3-EMAIL_CAMPAIGN_2017_07_17_COPY_02&utm_medium=email&utm_term=0_b5017135a0-1f657a72a3-241884249
Woolworths might be making a come back, combing VR with pick and mix, could be massive.
Kenya tapping it's geo thermal. https://www.theguardian.com/world/2019/apr/26/the-joys-of-springs-how-kenya-could-steam-beyond-fossil-fuel?CMP=Share_iOSApp_Other
I was thinking about it last night, Tlou's work force will probably use Electric Vehicles, no fuel costs, in fact Botswana could end up using the cheap electric vehicles that someone like Tata will be knocking out by then. Great possibilities down the line.
$2.50 a watt and panel prices - Internet search, although if it came to it, Tlou would have their own work force and would be able to buy much cheaper panels, so that figure is of no use (the $5000 figure) What brought this on - boredom.... solar panels have been mentioned in the past as an addition to CBM, but CBM in the major event here, solar panels probably after 3 or 4 years when the revenue is pouring in. I think $150 million was mentioned for 10Mw, then next step 20 Mw and on and on.
Have been doing some solar panel calcs.... From the Internet.... "As a general rule, you need to provide about 5 acres of land for a ground-mount system. As more efficient panels are used, that land need will be reduced. So, one acre would provide about 200 kW. At $2.50 per watt, the installed cost would be about $500,000." So 5 acres would produce circa 1 Mw (different sites calculate different measures) so 250 acres in a square kilo.... That's 50 Mw. Tlou has 8300 square kilos 100% owned. I'm sure installation costs and material costs on very large scale would be very agreeable.
Once this tender result appears, and it will one day, the news flow thereafter will be value adding newsflow, again and again. There will be happiness and much joy on the Tlou message board, men will be taking their wives out to dinner for no reason.