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Https://twitter.com/GeorginaEnergy/status/1778709405065683450
Positive movement almost there April should be a good month for Helium companies with Mosman valued at only £2M and the IPO of Helix
Today's RNS sounds promising, raising money though is not easy but the Helium element might help them get over
the line
I notice that Georgina only filed their accounts for their year ended 30 April 2023 a couple of days ago, and wonder if this might have been a requirement holding up FCA approval? If so, then clearly that requirement has now been met.
https://find-and-update.company-information.service.gov.uk/company/11954589/filing-history
find-and-update.company-information.service.gov.uk
GEORGINA ENERGY PLC filing history - Find and update company information - GOV.UK
GEORGINA ENERGY PLC - Free company information from Companies House including registered office address, filing history, accounts, annual return, officers, charges, busin...
All quite on the news front. Great time to RTO with HE1 performance
And the relevance to MMM is exactly?
Link: https://charlesstreetsecurities.co.uk/Resources/Georgina%202.pdf
Pg8/24: " Two wells MAGEE 1 & MT KITTY 1 drilled to BASEMENT in the Northern Territory portion PRODUCED GAS TO SURFACE on test with 6.2% & 9% HELIUM with gaseous hydrocarbons & relatively high levels of nitrogen. It is considered axiomatic that the sub-salt HELIUM PROSPECTIVITY OF THE M T W I N T E R S project area is REMARKABLY HIGH."
Pg 11/24: "EPA 1 5 5 MT WINTER STRUCTURE POTENTIAL VOLUMICS: As previously noted, MT WINTER #1 REACHED A TD OF 265O m. Pg 15/24: HELIUM CONCENTRATIONS REPORTED AT MAGEE 1 & MT KITTY 1 RESPECTIVELY WERE 6.2% & 9% & THE GEOLOGY APPEARS VERY S I M I L A R AT M T W I N T E R .""Helium BCFG at P10 [864], P 50 [75] and P10 [8.6]. There is a NOTE section with some details - pls read.
Pg 18/24 also provides THE MAP OF MSMN'S EP 145 AND EP 155. This short page gives more info on the nearby MEERENIE OIL AND GAS FIELD. Pls note disclaimers as norm.
Reference: Hotcopper via Pokerface, 21.10.23 on Greevale Energy, ASX [Mosman Oil & Gas JV Partner 75%/25%]
Link: https://hotcopper.com.au/threads/helium.7648702/
"Quote: Probable reserves of 25 Bcfg. I wonder what that equates to as in ground reserves? Anyone got a big enough calculator.?" Gobris on 14.11.23 replies: " PF pointed out that the in GROUND VALUE OF OUR RESERVES COULD BE AS HIGH AS AUD$ 180 BN."
MOSMAN OIL & GAS : " 2 huge helium assets: Both assets free carry JV. New presentation to reveal the next steps.
"EP 145 --- 26.4 Bcfg
EP 155 ----75 Bcfg"
Link: https://twitter.com/stevienics/status/1748716568584826881 Jan 20,2024 with screenshot.
COMMENT:
Both EP 155 & EP 145 farmed out to Greenvale Energy of ASX & Georgian [EP 155] are in the AMADEUS BASIN, Australia.
Both are NEAR and "ON TREND" TO THE THE MEERENIE OIL AND GAS FIELD of which the CEO of Mosman mentioned today in his presentation of 24.1.24 in that the Meerenie Oil & Gas Field is undertaking potential HELIUM production etc [please check the vid].
EP 155 is MUCH LARGER a potential at 75 Bcfg vs EP 145 at 26.4 Bcfg.
MOSMAN OIL AND GAS AMADEUS BASIN, AUSTRALIA.
From their website, details about EP 145 [2 wells drilled] & EP 155 ]1 well drilled]. Link: https://www.mosmanoilandgas.com/amadeus-basin
MOSMAN OIL AND GAS MKT CAP: £1.36 million @0.16pNew AIM rules states that new co's that come to AIM must have a minimum of £6m mkt cap ? Risk reward interesting?
HotCopper
GRV (ASX) Helium
Global demand is currently around 6bcf per annum, and constrained by supply. Demand is reportedly set to rise to 8.5bcf ( refer recent announcement)....
Mosman Oil & Gas Presentation by CEO, Wed, 24 Jan 2024
https://twitter.com/InvestorMeetCo/status/1750111207447523662
At the 8:25 mark, EP 145 & EP 155, Amadeus Basin, Australia. The MAP shows the Magee 1 and Mt Kitty with 6 & 9% HELIUM. Outside this field , HELIUM is at 0.22% & 0.15% [all in yellow flag].
CEO, MSMN "believes they are in the right place. Two permits [MSMN -CEO means EP 145 & 155 - well TESTED WITH HYDROCARBONS, infrastructure - DARWIN helium, exported. Hope SANTOS will drill but delayed - drill deep wells in 2024. CEO talks of Greenvale Farmin 75% & MSMN 25% [£7.5m to be spent]. CEO also talks of Georgina farmin EP 155 with MSMN.
"Main focus, Australia. Q & A: From my recall , CEO MSMN said that the MEERENI OIL AND GAS FIELD HAS BEEN PRODUCING FOR 20 YEARS & THEY ARE LOOKING TO EXTRACT H E L I U M from Meereni [Central Petroleum ,ASX had issued a RNS in Aug 2023 on this and I have read it]. CEO, MSMN also said that typically upon results, the uplift is $50m [not sure if US$ or £] --MSMN is currently MKT CAPPED AT £1.36 Million @0.16p. From the map MSMN E145 [Greenvale farm in with MSMN] & EP 155 [farmin with Georgina] , they are "on trend" with the MEERENI OIL & GAS FIELD.
It is all over the news, that shortly there will be NO MORE HELIUM PRODUCTION IN AUSTRALIA [Amadeus Basin]. So, demand for helium locally is needed. Globally, helium is not easy to find and supply is needed.
On Hotcopper, Greenvale: https://hotcopper.com.au/asx/grv [MSMN partner], one can read the relevant on EP 145 .
Greenvale Energy issued a RNS similar to MSMN yesterday but the difference is the wording which Greenvale used vs MSMN ie last sentence as to when the NT govt will approve the farmin etc. The Greenvale RNS of last night is on HC to read and check.
X (formerly Twitter)
Investor Meet Company (@InvestorMeetCo) on X
Couldn't make today's live presentation with MOSMAN OIL AND GAS LIMITED? #MSMN
No problem! Catch up here: https://t.co/pR4TdyjpMi
Interesting to hear update relevant to GE RTO
https://www.lse.co.uk/rns/MSMN/notice-of-investor-presentation-7kstt2pkwlq8mo5.html#:~:text=https%3A//www.investormeetcompany.com/mosman%2Doil%2Dand%2Dgas%2Dlimited/register%2Dinvestor.
Sorry for being stupid. What do I put where all the dots are?
who you go mark *************georginaenergyplc
A someone please DM me the telegram chat link. Thank you
Https://charlesstreetsecurities.co.uk/Resources/Georgina%20PPT%202021.4.26.pdf
Couple of old presentations worth a read
https://charlesstreetsecurities.co.uk/Resources/Georgina1.pdf
https://charlesstreetsecurities.co.uk/Resources/Georgina1.pdf
*************georginaenergyplc
this is a reactive one already set up
*************georginaenergyplc
https://web.telegram.org/a/#-1002059171131:~:text=https%3a//****/georginaenergy
apologies it is now available in the public domain
sorry does this work *************+p_yjamdb9bxhodhk
Link doesn't work for me!
In anticipation of the RTO happening in the new year I have set up a telegram group
https://web.telegram.org/a/#-4011828658
£5m funds to be raised for work programme @ say £1 per share, adding 5m shares to current share issue & warrants gives 54,216,666 shares after raise. If brokers note is a guide, then base £127m market cap, gives £2.34 per share? Not sure its correct, but someone else can have a stab at it.
What share price are people expecting when this RTOs?