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noob...
nice reply. glad you are up. lets hope we all do well when copl comes back.
(btw tern seems to be kicking off big time).
Hands up I coined the phrase the next ARB a while ago.
I traded ARB down to a 4.3p average. My original holding would have been worth a cool £1.5m had I stuck to my guns!
I was an advocate of the blockchain and worked out the business model for ARB years back coming up with a £1 valuation on a 12x pe. I held when they changed from enabling mining to becoming a miner riding the peaks and troughs.
After so long in a stock that did pretty much zilch there comes a point where you think your maths are wrong and the market just isn’t interested. They rocketed literally weeks after I reduced but I sold some for a pound.
Not complaining as went on and made money elsewhere and I still hold a few ARB but I learnt a heck of a lot from the experience.
It’s given me the confidence to trust my research and I have now held stocks that I may have otherwise sold. Experience of a few years on AIM helped me deliver a 520% return in 2020. I recovered from a near wipe out on XEL, a big hit on IMM and a kicking on SXX not plain sailing but there have fortunately been many more winners.
Regarding the risks here as others have said it’s down to individuals, £100 or +£100000 it’s all relative.
I have a considerable holding into 6 figures and intend to derisk by slicing some others and letting He1 ride.
Sure it’s a gamble but I have done as much research as possible to put the odds in my favour but in the end the drill will decide.
Good to see Scott here from TXP where I hold from 11p days. Seeing some other successful posters tuned in to He1 adds to one’s confidence.
Hopefully if this comes good I can set the kids up and pay off a couple of mortgages. That’s the plan, if not there are always other opportunities out there. You just gotta DYOR!
Good luck with your investments
Trek
£5 lol!
Xviolet, many thanks for your reply, very interesting. It is a busy morning here and I will take more time to read your post again a little later. (I also have a very modest holding in copl, mainly based on the recommendations of others). All the best. D
D-Geeman
(this is really just for D-G. can't be interesting to anyone else - its about me not he1, so look away...)
I started investing before I knew what a tree shake or pump and dump was. I started taking guidance from these bulletin boards before I realised some posters are paid to ramp or de-ramp. And before I heard some AIM-listed companies exist to collect PI's £££ and have no intention of delivering a product. I didn't realise 'famous' tipsters take backhanders and some media about investing is 'pay to play' and the information/interviews are dishonest.
My girlfriend works for a multi-national bank. I learned her bank and others have teams who specialise in sectors like mining, oil etc. Those people have deep backgrounds in sectors, field experience, Phds etc - for mines they fly out to inspect the sites and have personal contacts with Government ministers.
How can I compete with that? I might have a great hunch or search the Internet but I can't match a 'city' team with years of experience and full-time work. If I had a background in finance or expertise in just one sector I could hold my ground. I was told look at Warren Buffet. He said he didn't invest in tech because he didn't understand it. He focused on what he knew - his investing strategy is gambling with loaded dice. If you know everything about a company and sector, you can be confident.
I realised I knew nothing. And yes there are some great people on these boards and we can research as a team - but I am not qualified to verify that data.
If I can't be certain of the fundamentals I can play the price. I find one or two shares I want to be in and keep buying and selling them as they rise and fall. I have a few goals. I want free rides. I want to make £50 a day. If a share is stuck or keeps going down I sell it. I steal from posters I trust - that leads to losses and wins. I don't invest too much - my punts are small but I don't get wiped out. The longer I can stay in the game the more I will learn. I've been in five months. I'm 4-5% up on my initial stake (more if I get lucky with COPL's re-listing). I have 14 shares I am holding for medium term - £200 to £800 in each - I don't like money stuck passively...hoping. Unless its a free ride.
Finally I don't trust myself - I have to keep my greed/fear in check - and double back on certain decisions.
Good article by James Anderson on the broken fund management system. @xviolet's system might be better!!!
https://www.theguardian.com/business/2021/may/13/fund-management-irretrievably-broken-james-anderson-outgoing-baillie-gifford-star-investor
Noob, GCs can be used with either He or hydrogen. Traditionally, He is the preferred gas carrier in GCs as it is pretty stable and safe to use. As you can imagine the option of using H2 is slightly different...
A 200 bar or 300 bar 50L cylinder is connected to the instrument, flow is adjusted for analyses (generally a few milliliters/sec). New GCs have He saving features, turning down He flow rates. However, He needs to flow constantly in these instruments even in stand-by.
GC instruments are used to analyse various chemicals such as pesticides, polyaromatic hydrocarbons (contained in oil), some chemicals of emerging concerns (the list keeps growing....) which environmental organisations will be required to monitor.
As a chemist, I rather use He in my GCs and will only turn to H2 if price becomes way too high (as a result of stock depletion). I am pretty sure I am not the only scientist who thinks that way.
@xviolet
Yes, some people do a lot of research and luckily, we have quite a few on here who are willing to share their research and guide others (like me) on this. I have also read what I can and watched the recent presentations.
However, what I would say is that investing in AIM companies is inherently more risky than main market companies due to the legal requirements. Therefore, anyone investing in AIM needs to understand that as a starting position. Next, investing in startup companies (be that exploration, medical, tech, etc.) should also be viewed as high-risk/high-reward.
Some may choose to get in early, ride the initial wave and then sell/de-risk before the ‘evidence’ os success/failure becomes clear. Others will choose to take a longer term view and help to ride the next google, Tesla, etc. and make gains of many multiple of their initial investment.
Nothing is wrong if you’re making money.
If the high-risk is not for someone, then they should try to pick stocks which satisfy their own risk comfort level. Again, on this we are all different. I am less risk adverse than a lot of my friends, but I will only invest in AIM what I can afford to lose (that doesn’t mean to say it won’t hurt if it goes wrong). It’s a calculated risk/reward. A higher percentage of my investments (SIPP/ISA/GIA) will be in ‘safer’ companies - but even then, pick the wrong ones there and you can lose a lot of value.
As for £10k, again, the ‘amount’ is relative. If someone’s savings are £10k, it’s 100%. If someone’s savings are £1m it’s 1%.
Xviolet, your post is refreshingly honest. But you do do some research as you talk to other people; you probably know quite a bit about HE1 now..
May I ask, does your method work for you? It could be that your 'risk thermostat' happens to be natural set to the right time to get in and get out of a stock. It must happen to some people.
@seagulls fan
the reason it 'worries me' if people take a 10K or so punt...well it doesn't worry me. as you say, everyone is an adult and can make their own decisions. however some of my posts are a bit rampy - because i'm excited about this stock - so i want to make sure i don't lead anyone astray. i never do any research, i just take wild punts so i don't feel qualified to say oh yeah put thousands in this stock...it wouldn't be responsible because i know nothing.
so me saying 10K plus worries me isn't about the value or quality of the investment its just me saying i know f**k all about this. thats why i personally can't invest that much. i envy people like mr buffet who famously knows a lot about the companies he invests in...thats why he can be confident about he's doing. whereas i can't.
I bought Argo relatively early, I’m now buying here too if that counts for anything.
First time posting here. I am a chemist and use on a daily basis gas chromatographs (GCs). They use Helium as a gas carrier. What I can tell you all is that the price of He cylinders has shot up in the past few years. The reason: it's becoming rarer.
It's a finite resource.
When you see all the other utilisations of He, constantly expanding, if He1 can deliver, that will be fantastic news for lots of industries. He is the new gold and I share the enthusiasm and excitement of the CEO. On positive news, I would not be surprised to see the SP soaring sky high in the next few months and years to come.
JP
XViolet,
I’m an earlyish investor in Arb and have also taken a position here - To me it’s a case of risk/reward, Personally I’d much rather take a position in a company when it has the potential to be many times greater than its current share price - I do think that’s the case here so I’m well prepared to take that Risk. I’m not overly positioned but have a nice holding and looking to see what the future holds. I’m not sure we will see another Arb anytime soon but if it does half as well I’d be over the moon !
£1 will be a conservative figure
@xviolet
Why should it worry you when people are in with £10k or more? There are several on here who have much more than that invested (including me) and it's a calculated risk.
If it goes wrong, I'll take a knock.
If it meets even low expectations and we get to £1 a share, then I'll do very well.
If it meets reasonable expectations (circa $50bln of helium), then it's life changing.
It's a risk I am comfortable with, but I accept, we're all different.
agent b
the one who posted is still around. i think there was a rough prediction of 5000% bump. that was enough to get me in. but it worries me (a little) when people are in with 10K of real money. for me 10,000 shares is enough. each to their own though.
Did. The respected poster sign off
HE £1
?
i didn't say it. a very seasoned and well respected lse poster once mused that he1 could be the next arb. i won't name the person because if you are that interested, you can scour through the messages and find the posting. lets just say a trusted voice said he1 could be like arb.
a little while ago it took just 8 weeks for arb to go from 18p to £2.80. with a potential like that i would defo buy at least £250-500 worth of he1.