Member Info for 28jaczar01

https://www.lse.co.uk/rns/JOUL/holdings-in-company-o9otf0dl4phorzf.html

From this morning TR-1 this seller dropped their holding down to 5,185,000 shares as at Tuesday 13th. So this is not the seller of yesterdays (14th Sept) 6.2 million trade. Means at least two large holders selling down their holdings…..take care catching falling knife.

The big trade selling could be from one or more of the key holders…..maybe more big trade selling still to come if they want 100% out.

https://www.joulesgroup.com/investors/shareholder-centre/key-shareholders/

Some good related chat over on the CEO bulletin board….

https://ceo.ca/hzm

They will probably buy at the likely upcoming placing.

Speaking from my own past experience (O&G sector) of working with Baker Hughes, as a major worldwide drilling etc services company it can be a double edged sword….they will for sure do a good operational job but they won’t come cheap and they will want financial health assurances to be in place upfront from a small outfit like HE1 as part of any Contract award and field mobilisation.

Whilst you can read between the lines with the news of offloading of some of the land in the license renewals to save a few hundred grand that their funding is likely getting tight.

I am a potential investor here in future when their is better clarity on such matters, as I like the Helium story for the long term. Getting on board at a market cap of circa 20 million would seem a reasonable entry point for an explorer where the risk/reward is significant.

This news will probably bring the CGH (and AAZ) share price back down with a bump tomorrow……

https://www.bloomberg.com/news/articles/2022-09-14/azerbaijan-and-armenia-resume-fighting-as-us-france-urge-truce

OBNC……..this is the little used Aquis exchange bulletin board. You need to visit the main AAZ bulletin board for the RNS, share trades, daily chat, etc

As for investing into AAZ I would recommend to let the latest bust up happening between Armenia and Azerbaijan get resolved firstly, as it will likely cause weakness in AAZ share price.

Cannot say it’s Helium with absolute certainty but they previously reduced their holding as per the TR1 reported in April and so IMO it’s highly likely.

It’s noteworthy that Helium hold stock in DVRG’s partner MSYS and have been gradually selling down their holding on that one also as per TR1s.

Amazing Company……..Just need Helium to complete their exit (I think it’s soon based on recent trading volumes) and then the true market value here can be established.

Great posts from JC etc……OMI to me at the moment are summed up quite nicely by this 2 minute light hearted video (except for no dilution). The momentum is building…….

https://www.youtube.com/watch?v=g9J29RSiTGQ

Folks would do well to read the posts today of @dyryan777 over on the RMM board for what to me looks like some sensible soul searching insight from a LTH who is holding his hands up to his significant losses today having been blinded by faith and ignored the nagging voice in his head in recent times that was telling him something wasn’t right.

I am not now nor have I ever been a holder of RMM shares, but it’s clear that there are some important lessons to be learned here for stock market investors and so I for one will continue watching the RMM story in the coming weeks/months.

Many will follow Minerdeck on Twitter. He just posted his weekly Top 10 drill results tables and Orosur has come in at a very respectable 3rd place on the Gold list. 1st place is Skeena Resources who have a market cap at circa 0.5 billion CAD, so we are in very good company to be ranked so closely and it shows the potential here for the future SP growth.

https://twitter.com/minerdeck

So many folks moaning about the SP not yet going to the moon……that’s the wrong mindset.

Anyone here who was in GGP before it really took off will recall that it danced around the 1.5 to 2p price range for several months after their first big hit drill result. Shareholders were likewise frustrated and in disbelief why it wasn’t immediately re-rating………whilst the smart ones were loading up big time during this under valued price period. Then all of a sudden the price took off and within a few months it had circa 10 bagged.

I believe OMI which has many similarities in the situation can follow a similar path but with the far lower free float share count here I am expecting the current “grab a bargain” window we have available to be much shorter, perhaps it will last just a few weeks rather than for months.

Make hay whilst the sun shines !!

For definitive guidance refer to the 30th Nov 2020 RNS linked below within the section titled “principle terms of the warrants”…….. where it clearly states “prior to 7th Dec 2022” and so hence I would say that 6th Dec 2022 is likely the last day available for warrant holders to provide notice to exercise them.

https://www.lse.co.uk/rns/OMI/share-placing-and-colombia-update-wp6qgejmtbmq1je.html

Whilst looking at this RNS it’s worth noting that this last placing from nearly 2 years ago was done at a price of 17p which is the ballpark price that we have been bouncing around in for the past week since the 150 metres at 3g/t drill result news landed. This to me is no coincidence and it probably highlights that there have been some placing share holders offloading in this past week at breakeven for their investment with a view to exercising their warrants should the positive news flow in next 3 months take the SP up well above the 25.5p exercise price.

Once any remaining placing share sellers are out of their stock then overhang for preventing justified pricing re-rate has likely gone. The high volume of trading today from the JV news could well provide the necessary final push to fully clear any such overhang.

DrR…..it’s come much sooner than the short term day traders expected as well…..LOL

Here is webinar video from earlier this evening. Orosur portion starts at 32 mins 30 secs…….

https://www.youtube.com/watch?v=79NkHMP6jxs

Group 11 just released today what looks like good drill result news, but it’s not for Stonepark:-

https://ceo.ca/@newswire/group-eleven-discovers-high-grade-massive-sulphides

Hopefully Stonepark comes next…..

Why do this raise now at 10.35p if stellar drill results are just about to land ? Makes no sense

The Canadians are already watching in anticipation……..

https://ceo.ca/omi

Whilst mostly being about the comparative market cap, it’s fair to say that the share count comparison does have some secondary importance. Many institutional investors particularly overseas based will steer clear of stocks where the share count is up in the billions.

@neutronic…….they will likely pursue US sites for the trial because of this:-

https://www.lse.co.uk/rns/AVCT/fda-approval-of-ind-application-for-ava6000-nk8y5xvu4bqgpah.html

As for the Nasdaq….it’s the worlds premier market for pharma stocks with its large trading volumes that promotes for true market value discovery, etc etc.