Member Info for asimpleinvestor

Both Micron and Sandisk have been the winners over the last year. I'm happy to have both in my portfolio. I had Nvidia in my portfolio a few months ago but swapped them out for Sandisk and I'm glad I did. Hopefully they continue to rise over the coming months. The only issue for AI demand currently is energy supplies, there is a backlog of data centres in the pipeline but not enough energy free to run them. Data centres rely on stand alone on site renewable infrastructure to keep them functioning without interfering with grid capacity and yet those who are running with AI investments seem to be averse to renewables which are central to their success.

It happens, and hopefully they’ll get it sorted out and come back stronger. I hate the thought of any company, competitor or not, going under due to something that’s essentially a no-fault situation.

Happens, lets hope it survives and comes back stronger

"They signed a 3 month contract for spot prices which can go down as well as up but wasn't the priority always to get the long term contracts that the market can value. or are they going to be kept a secret when eventually get them as well lol?"

In every interview where offtakers have been mentioned, he’s made it clear the plan was to sell at spot prices to generate active cash flow for future projects before considering long-term contracts at discounted rates. While spot prices can fluctuate, in the current environment of tight supply that’s only getting tighter and likely to remain so for at least the next couple of years the chances of spot prices falling are slim to none.

There is no new PPP until its relisted and trading again and we have action we can see. Outside of that everything is superflous.

Helix utilizes high-pressure jumbo tube trailers to transport its helium. These trailers are purpose-built, ten-cylinder steel vessels designed to hold helium in a compressed gas state at a working pressure of 2,669 PSI. The reason these trailers do not experience "boil off" is due to the physical state of the helium inside them. "Boil off" is a phenomenon specific to cryogenic liquids where heat leakage causes a liquid to evaporate into gas. Because the helium in Helix's tube trailers is stored as a high-pressure gas rather than a cryogenic liquid, it is thermodynamically stable within the vessel. As long as the trailer maintains its structural integrity and pressure seal, the gas remains in a constant gaseous state regardless of ambient temperature, meaning no evaporation or "boiling" can occur. As long as the trailer is mechanically sound, certified for use, and properly sealed, the helium can be stored as a compressed gas indefinitely. So anyone claiming otherwise is mistaken.

First, part of the meeting format is to invite questions from shareholders, and second, when that happens, they expect everyone to know the rules about what can and can’t be answered. Asking restricted questions just leads to awkward silences or silly replies. If you get offended in those moments, avoid asking the kind of questions that prompt those answers. Market abuse is a serious crime, and no director is going to risk prosecution just to satisfy an investor’s curiosity. If you expect respect, it’s important to show some first.

Take advantage of the buying opportunity @Ventura1, or sell if what you have didn’t meet your high expectations for an average meeting. The product is solid, the direction is on track, and everything is moving forward what more could you ask for? Next news may well be hydrogen related.

@Punter1234 back at ya!

I expected your typical meeting, and that’s exactly what we got @Ventura1. The relevant information is already public, so rehashing it felt a bit pointless, and the questions asked couldn’t be answered without running into rule violations.

Anyway one positive that came out of it is its created one hell of a buying opportunity.

Not sure what people expected, since they can’t share anything that isn’t already public or wasn’t announced before the meeting. If they did to just those that attended it would be classed as market abuse.

Indeed, it reads like a tarot card reading or a newspaper astrology daily reading.

"progress being made with AR most likely wanting to make a splash in his first interview and statement on the 1st June."

That is the core issue here. They are deferring actual commercial details to an interview that carries zero regulatory or legal weight, while issuing a vague RNS that contains no concrete operational metrics, hard numbers, or signed contracts.

An RNS is the legally binding platform where material facts must be disclosed to the market. Relying on an upcoming broadcast to 'make a splash' implicitly confirms that today's official disclosure lacks the substance required to anchor a fundamental valuation. A board’s pedigree is meaningless until it translates into binding commercial contracts and revenue

The latest ALRT RNS reads more like a strategic positioning update than an operational one. The company has published its new Operating Model, outlining how it intends to sit across customer requirement, emerging tech and private capital, but there are no disclosed contracts, revenues, delivery milestones or progress against its fiveyear plan anywhere in the announcement. The “strategic partnership” with OM Defence Systems is framed as validation of the model, yet it contains no contract values, timelines, deployments or customer commitments, only future‑facing language about revenue participation and equity‑linked exposure. The CEO broadcast scheduled for 1st June is positioned as the moment when commercial progress will be discussed, which implicitly confirms that this RNS does not provide that progress today. The only hard numbers relate to the ATM facility, with Fortified’s holding dropping from 4.41% to 3.96% following further sales. Overall, it’s a narrative-heavy update: lots of structure, strategy and future intent, but no operational delivery or measurable milestones for shareholders to anchor valuation to. In other words, fluff without commercial value.

An 800 million trading volume for a company with 50 billion shares outstanding is a pretty small amount.

"These court cases are irritating and we look forward to them being finished"

These court cases are proving to be beneficial to those shareholders who are willing to pay the small fee for a copy of the court minutes in finding out information that has been kept from us shareholders by the BoD that should have been released to the market or at the very least shouldn't have happened at all.

We have the funds for re-entry into Inez, and the helium sales revenue will cover the costs of new wells, so I don’t understand why people are suddenly discussing placings when we’re already fully funded.

Another day of pointless posts that doesn't do anything.

The Dow Jones Industrial Average turns 130 today, but it’s not a stock market itself it’s an index that tracks a specific group of stocks. The real markets where these stocks are traded are the New York Stock Exchange (NYSE) and NASDAQ.

While the Dow remains the most famous, most-quoted, and culturally significant market indicator in mainstream media, it is no longer considered the premier benchmark by professional investors, fund managers, or institutional capital. Because it is strictly limited to 30 blue-chip companies and utilizes an archaic price-weighting system where an arbitrary share price dictates a company's influence rather than its actual market value the professional financial industry has long treated the S&P 500 as the definitive premier barometer of equity markets.

@skier My VED (car tax) is £30 for the Ceed and £65 for the SUV—maybe you're driving the wrong car. The nearest speed camera to here is 18 miles away, and if you don't exceed the speed limit, a speed camera isn't an issue. The closest clean air/ULEZ zones are Birmingham, Bath, and Bristol. We rarely go to Brum anyway as I don't need the Jewellery Quarter anymore, and if we do enter a zone, we use a Blue Badge which provides an exemption when our daughter is with us. As far as accidents are concerned, they have always been criminalised if you broke the law when you caused it. It has been that way for almost a century.

Regarding pay-per-mile, the actual rate for EVs is 3p per mile. Unless you are doing high mileage, you will need to do an awful lot of miles before it becomes noticeable, it works out at exactly £300 per 10,000 miles. When the system is eventually extended to ICE vehicles, it will likely be a similar amount, which is no hardship for many considering fuel already costs significantly more. On the plus side, if you run a business, mileage claims are increasing from 45p per mile to 55p per mile.

As for the claim about working from home: the shift is substantial enough that reduced footfall has caused numerous shops and food outlets in town and city centres to close down permanently, proving that people are indeed remaining at home during working hours. If all you do is walk your dog and watch Netflix when you're supposed to be working, that's your lookout, but many work from home very successfully. Some even work from their laptops whilst travelling the world.

@LufupaLion Valid point and no over thinking required just a common sense approach