Tlou Energy Share Discussion Threads

[fishguts] 31/3/2020 18:17

Sorry to butt in an all.

As I understand it, any sort of ppa, temporary or otherwise will get them funding for poles and wires.

What they put at the generation end of those wires is irrelevant. Most likely some mix of solar and cbm.

[donkey40] 31/3/2020 17:20

The only thing Unbelievable here is the guy over there seeking out comfort and reassurance from those on LSE that humour him.

PS The PPA negotiations are not suspended for the simple reason they have yet to start. Botswana borders closed so I am thinking the ALSF people were warned off (or scarpered quickly) thanks to the virus.

And they ain’t going to start any time soon. I wonder if salaries for the 4 musketeers will stick at 50% haircut or will they reduce further.

So many things to think about - I love providing Brad with his light bulb ideas....

[donkey40] 30/3/2020 15:11

Major result - Nugacity aka Cherrylady posted on LSE (yet again) he is done with Advfn posting. With all his endless personal ramblings, brilliant. Stick to it mate - or stick to embarrassing yourself there.

Now what’s ahead? Quarterly update at end of April for Qtr 1.

Tlou management - please clear up this uncertainty about the relationship of flow rates v commencement of PPA negotiations. I know they are not needed for Govt or Ministry to commence PPA negotiations (as is 100% the same for all IPPs everywhere) but the legions of retail shareholders seem to think otherwise.

Do the right thing and clear this up for them once and for all!!

[donkey40] 30/3/2020 02:01

Another filter. How many times have we all read that ....

zzzzzzzzzzz.....zzzzzzzzzzzz!

[cherrylady] 30/3/2020 01:43

No sense!
No sense of humour!

Too thick to see infinite z's are the last word!
Too thick to see the double entendre.
Basically too thick.

Filter applied , smell the coffee! Black or white!

[donkey40] 29/3/2020 18:04

Are you so pathetic you think I have been posting on Tlou just so I can have the last word..... You really are an over-grown big child.

I repeat - most of the drivel you post doesn’t help Tlou. It puts people to sleep. You try applying white man logic in a black man country - right there is a major part of your problem. Together with you having absolutely no clue what goes on within Botswana.

Stop being so petty in your thinking or your outlook.

You soak up, absorb, interpret, regurgitate words from Tlou RNS which are meant for AIM retail shareholders (hence Tidd and M/Miner online promotional campaigns - that have now failed) and put your spin on that. That in itself is fine - but stop trying to justify that everything here is a-okay, all part of the long term plan, that everything will be fine in the end because (for no reason other than I can see) Tony won’t allow it to fail.

I repeat, and am happy to continue repeating on a daily basis until you or someone else answers:

FLOW RATES ARE NOT CENTRAL to Govt negotiating the PPA. They do not have to be proved before Govt starts negotiating the PPA. That is clear and obvious to everyone - except you. If they were, the company would have said this clearly in their previous announcements.

And so far - They Have NOT said this !!!

I am really fed up giving you free info or insight - and you shoving it back without any level of understanding .... Change how you read the tea leaves Bradley .....

The damage done here by Tidd / M/Miner / Buzz / Ftang / Tomcorvid is scandalous! It really is !! And for them to have done this means they were promoted by someone... And it isn’t much of a stretch to figure out who that was - the last RNS mentions who are taking pay cuts. Go figure - it’s easy. And when the fat lady stops singing, class action knows who to go a-searching for ....

[cherrylady] 29/3/2020 15:44

I am going to have the last word Donk!

zzzzzzzzzzz.....zzzzzzzzzzzz!

[donkey40] 29/3/2020 11:24

If demonstration of commercial gas flows was a Govt requirement of the RFP, then Tony would have said this very clearly and very explicitly long before now.

Spare us the other drivel please.

[cherrylady] 29/3/2020 10:11

OMG, I have claimed several times that your criticisms of me reflect exactly upon your own shortcomings.

Listen to yourself .... who isn't listening? YOU!

I don't like speaking for everybody else, as you seem to do , Caligula II , but I wish somebody else would point out that a proposal is just that! Sekaname could have said they'd buy all the electricity that TLOU can produce and pass it on to the govt for a tidy profit. Do you think the govt would have said ok subject to TLOU getting commercial gas flows? It is proposterous! As is that proposal, they clearly made a reasonable case to produce their own electricity.

The govt know the gas will probably flow , but like the rest of us , they cannot be sure.
With his ministry telling him over a long period that they feared it would not, Eric, lazy or not , could not commit Botswana to a 30 year deal and ignore their fears! If they proved right, he'd be a laughing stock like you.

Not only do your criticisms of me reflect upon you, but so do those you make on TG!

TG is not a pomme whinger - he has always told us both sides - it is one of the reasons I admire him. He hasn't hidden anything from us imho.

The closest he has gotten to that is not disclosing the actual flow rates they have recorded!
With the intellect you display , I think we can safely assume that you'd quote only the lowest flows e.g. the share price is 1.4 when it was clearly 1.5p , and those figures would only be useful to a statistician.

I did statistics (maths, stats and computing in further education) and I hated them!
There is a branch of stats called confidence levels! When we discovered that 7 out of 8 people all chose the same product from a sample size of n (cannot remember the sample size now) but that product failed at the 95% confidence level of being best , I turned off.

Actuaries probably love it but they have extraordinary brains.

So unless we have some actuaries amongst us, I can see why TG would not want to confuse us - if they record the value anyway? They might only report the peak flows and how long they lasted for all we know.

My first job in my career proper was at Marconi Research simulating a mach 3 sea to air missile to missile guided weapons! I mentioned this before, my boss asked me if I knew statistics and saig good, you'll know the Rayleigh distribution! Look it up!

It is used extensively in the simulation of radar on a missile where we needed the doppler shift to estimate its speed and distance! Critical in the decision as to when you shoot it down!

I related this to a Stafforshire University lecturer, who supplied me with me some sandwich students for the police computer project. He had never heard of Rayleigh either :O)
I wonder if it is now part of their degree courses as he hinted. For blokes it would be interesting, measuring the fluctuating reflective surface area of a missile! Well compared to other uses!

At the 99% confidence level , nobody will reply to this because they all have you filtered Donk!
I have never seen such a pig-headed big head in my life.

In case you haven't notice I am doing what you do - one of the biggest criticisms I received was from a copper! He said my problem is that I blow up my deficiencies out of proportion , and never give myself credit for what I do well. I can't help it, but as can be seen here, I have given you so many chances to see TG in the right light but my batteries are now dead! You are a hopeless case.
Carry on speaking to your meths drinking pals in Botswana chum! TG will prove them wrong!

I now feel terrible, I have remembered I am not logged in as nugacity! Forgive me missus.

[donkey40] 28/3/2020 17:34

Like I keep saying - you stop listening a long time ago. When will the penny drop ... Others got it a long time ago. And just to repeat:

If demonstration of commercial gas flows was a Govt requirement of the RFP, then Tony would have said this very clearly and very explicitly long before now.

Why? So he can blame the delays on somebody else...

[cherrylady] 28/3/2020 17:00

And right that their PPA was on hold until we (either company) provided proof that gas would or is flowing!

Why do you speak for others when hardly anyone agrees with you!

There may not be a need but at least it is factual unlike most of your twaddle.

[donkey40] 28/3/2020 16:35

We don’t care about your endless login problems - there is no need to share this drivel.

Stay on task - talk about Tlou.

You should realise the previous Minister of Minerals was a waste of space! Old and lazy.

[cherrylady] 28/3/2020 16:09

Because the ministry did not know there would be doubts as to whether trillions of methane was going to be as thick as some heads on here and may not flow! It is just one of many items that they'd expect the companies to include in their proposal.

What they proposed was down to them!

I would be very surprised if Tony did not say the timings were subject to dewatering times but the important thing for Botswana was he was prepared to commit to 2Mw thru 10Mw , and Sekaname to 97Mw, and with both plans on how they would try to achieve it.

Both companies clearly satisfied the govt they had feasible solutions if all went to plan.

We disagree - but I think it is still going to plan even with the current dewatering time period. We definitely hoped it would complete faster but against that we now expect to obtain higher gas flows - for decades!

Given the size of the plant required for 97Mw , Sekanames timescales would surely have been longer so Botswana are happy to wait - which is why they are so slow , according to you.


Are you really too thick to see this.

I am going to add you to the lady's filter list because I am going to see if my stab at ADVFN requests to login can be overcome.

For programmers out there .... I need to send the login username and password which I have been able to do for months. BUT ADVFN automatically send a reply to the failed request (not logged in) or indeed another request to login if it fails.

That reply in the case of TRADES comes in several tranches or can be a single transmission ..... determining which is proving difficult. I'm playing around to keep my mind active so there is no urgency.

Back in my machine code days it would be easy!
Read with an asynchronous system trap!
In my police days, county hall changed mainframes and operating system and our PDP 35 miles away carried on working!
The last read on the 1900/George IV was serviced , and the PDP sat there waiting for the next read to complete!
It came when they switched us to the 2900/VMS - my oppo at the council said on the phone , we are connecting you now!
I said "It says welcome to etc etc" and he wanted to know who'd told me what the welcome message was.
He couldn't believe it was working, and I was chuffed I had nothing to do!

You'll never believe how tricky it is synchronising interrupt routines, status, and busy flags (which are intelligible) whilst manipulating the web form outputs with filters, formatting etc.

[donkey40] 28/3/2020 12:47

If Govt needed demonstration of commercial gas flows, then why invite Tlou and Sekaname to tender to the RFP?

If demonstration of commercial gas flows was a Govt requirement of the RFP, then Tony would have said this very clearly and very explicitly long before now.

If demonstration of commercial gas flows was a Govt requirement, then the Minister of Minerals would have said so in his recent Supply Speech.

[cherrylady] 28/3/2020 11:55

Why don't you 'keep on task' and tell me where the logic breaks down?

Gas flows are the key to TLOU's door if Mr Moagi honours Eric's commitment to us.

Yet, for a couple of years you persist in saying a PPA is possible without them?
You have convinced some of LSE it seems.

Both preferred bidders need to know the measures of commercial gas to even guess how much power they can supply, and at what cost? Without that knowledge an agreement is not worth anything!

They were ready to compromise via a temporary PPA - using the gas that is wasted by flares - i.e. a known flow which is capable of producing a small supply of electricity (as performed at Selemo) , with both expected to rise dramatically given time! Could be soon in which case the PPA can lose the temporary status as we reroute towards supplying the grid.

The virus put an end to that idea so TG sought a plan to keep TLOU afloat over a protracted period of global close-down. Reducing costs to the absolute minimum by having a self sufficient power supply from the wasted gas was his solution. I'd give him a pass with distinctions for it!

I'll leave you there to talk up Kalahari and their partner which shows little experience of actually building a CBM plant. They seem to talk a good game at feasibility study level , unlike TG who is on his third live CBM project. They have solar and a little wind experience so Botswana can expect a good outcome if both companies can see this through. Renewables and CBM was the plan - and that is what they'll get I hope.

[donkey40] 28/3/2020 10:47

Be great if you could keep on task here. I have said this repeatedly - you stopped listening years ago.

[cherrylady] 28/3/2020 10:06

OOPs, I opened Cherry lady so I can view ADVFN trades and not log out Nugacity while testing my search engine.
Forgot I'd logged in as her! I am rewriting the search engine - not needed really , but it has so many problems with ADVFN and their need to be logged in!

[cherrylady] 28/3/2020 09:07

You might as well have told the full story. Tell me where the logic breaks down.

==========
BradSmith

Posts: 3,161

Price: 1.50

No Opinion
RFP and PPA definitionsFri 21:38

It is unbelievable in 2020 that there is so much ignorance on what a proposal and an agreement are!

RFP - request for proposal - resulted in Sekaname proposing they supply up to 100Mw of the 100Mw requirement, whilst Tlou proposed 2Mw up to 10Mw!
The RFP process was done and dusted ages ago - both were acceptable (2nd time round) with 97Mw and 3Mw the compromise offered. They were both suspoended first time because proposals were only wanted from companies who already had a history of supplying CBM power to Botswana - an impossibility even now!

The next stage was a PPA - power purchase agreement - individual agreements with each company presumably getting into the nitty gritty of price, timings, durations etc .

Botswana, represented by Minister Eric Molale , announced full support for both companies subject to them proving CBM is viable in Botswana (proof of adequate supplies was stated) because his ministry had been told they were not!!!!

The generators are known to work if provided with adequate gas , and distribution lines are pretty straightforward, so his concern could only be inadequate gas flows!

TG's opponents blame him for not getting the agreement before proving our flows.
And the Govt for not issuing a PPA before getting the proof they desire!

This is so obvious but some are claiming gas flows were not mentioned as a prequisite for the RFP!
Talk about stupid!

[donkey40] 27/3/2020 15:46

“Getting a PPA before commercial flows is akin to having chemo before you catch cancer imho! Why does nobody see that...”

This statement /opinion made on LSE by the guy now mainly responsible for destroying the Tlou story.

Why Brad? Because it isn’t correct ! It really is that simple.

If Govt needed demonstration of commercial gas flows, then why invite Tlou and Sekaname to tender to the RFP?

If demonstration of commercial gas flows was a Govt requirement of the RFP, then Tony would have said this very clearly and very explicitly long before now.

If demonstration of commercial gas flows was a Govt requirement, then the Minister of Minerals would have said so in his recent Supply Speech.

But hey, don’t believe me (even though I know I am right). Go get M/Miner to ask IR the specific question and request Tlou clarify in next announcement.

The shame on that however there won’t be another announcement until end April re Qtr 1 update. Still we can all wait .... no choice!

[donkey40] 27/3/2020 13:05

Meanwhile the rest of us can discuss Tlou and CBM without childish distraction:



They said it was a one horse race. Really ?!

[donkey40] 27/3/2020 12:01

Do everyone a favour Brad - do what you say: stop posting!!

Your endless childish and uninformed justification of Tlou and Tony and then repeated attempts to dissuade others only does harm for any credibility now. Self-isolate your posting!

Only M/Miner agrees with you, and we all know his gig.