Member Info for Thornback

Just being a little facetious here but is there a possibility that the SP is intended to sicken the PI's in order to get more II's onboard..?

Do they not go hand in hand updo or does success mean something different to you with an investment..?

That's a good post Whizzer and very fair.
I personally think it's a little of all your suggestions but the main one IMO is confirmation of the Milstones required to get this show on the road.

So Jamataka is now one of 447 electrified villages in Botswana.
Does this mean no more black outs then mrmoagi and where is all the electricity coming from..?
I

100% Mike

Thanks MM.
I've been in touch with TLOU and was pleased to hear that the Hydrogen link is nothing more than a lucrative option that will be researched whilst the main target is still grid connection which I find pleasing.
Also the contract awards for the TL, the PPA and financing are all moving along nicely if somewhat slower than hoped.

Morning MM, could you elaborate on this sentence please..?

Meanwhile the PPA is very close to conclusion and I bet you will be surprised by the outcome.
Regards

It appears to me to be an attempt to push along the Bots Government and others parties into getting a move on.
Unfortunately we need more than tweets and throw away comments.

Absolutely Brad, and like I said I wouldn't trust any of them.
The vast majority would sell their grandmother for a sixpence...

Good post smallfish, I lost cash too and read some of the horrendeous stories of peeps putting all their pensions in there.
Like you I wouldn't trust AA or any other business for that matter.
Oh and all the BOD came away financially unscathed but with the locals wanting to lynch them.
This BOD aren't in this country, no lynching here then..!

Hi Brad let me offer up a ridiculous post.
The Bots government and AA are already well established partners. Is there a possibilty that the PPA can only be offered up with certain conditions..?
Might sound very negative but who knows what goes on in the murkey world of business.
The sooner the contractors for the transmission line get mobilised, PPA gets awarded and finance agreed the better.
I didn't like the hydrogen link and like even less the AA link/tweet.

Ah now i get you smallfish, apologies, I think I need to do some more research.
Hopefully the fact that TLOU only need $30m to get connected and have funds, protects them from AA making an approach for our reserves.
I don't think TG would let the company be taken over unless the price was right, but I've fallen foul of this before (like you) so I don't trust any BOD anymore, after all they always come out of it OK.
Thanks for you're post.

Hi smallfish IMO, I dont think there is too much similarity only in the sense that they both required funding.
Sirius were looking to secure $600M wehereas TLOU is looking at $30M for stage 1 & 2.
Also TLOU aren't collaborating with AA but are indicating that hydrogen is a possibility from the cbm TLOU own.
AA are looking to collaborate collaboration with South Africa’s Department of Science and Innovation.

Errrm wouldn't be SXX by any chance Brad.
Ruthless......

Let's hope he gets the Indo partnership because the equity %age he quoted was very high.

Morning Brad, I don't see a timeline for hydrogen the same as I don't see a definitive timeline for CBM.
I'm all for diversifying, there's many a company who hasn't evolved such as Nokia for example and we know what happens with company's like that.
My point is let's get CBM up and running first, let's keep our eye and effort snd focus on the prize which to me is connecting to tthe grid.

Agreed 100% mrmoagi, let's get established in at least one area before we start looking at other options.
Jeez I'm all for diversifying but come on guys.......

He absolutely was Mike, he turned the thumbscrews quite nicely and cemented my thoughts on the way forward for me with Asiamet.

And about time too.
Looking forward to having a listen later.

Whilst we wait on news would anyone fancy putting a reason as to why the SP isn't were the majority on this BB believe it should be..?
I know we've done it before but it still puzzles me, especially the trade patterns.
I've given my opinion before and believe it to be one or more of the recipients from the RKH shares roadshow simply selling for profit though it has been going on for such a long time now. As an aside and as Levi has said all holdings from the roadshow were kept below the 3% so no TR1's.
I'm not trying to be negative before people start mudslinging. Like most on here I see only positives and it's my biggest holding but why on earth isn't this reflected in the SP..?