Member Info for BasilAlderman

Yes. Production time is normally when a JV partnership is secured. It can't be far off. They are even telling you that in the RNS today in the "Marketing and Offtake Strategy" section of the announcement.

Yes, I'm expecting Linde, Exxon, Messer, APD, Siemens, Air Liquide, Helium24, Glencore or Trafigura etc to be announced as a JV partner. i.e. AJV partnership for Colorado with a major player or players and an MOU for Tanzania with the same off taker makes strategic sense. Watch this space as the re-rate will be significant!

Yes, a x 10 gain at least is coming here in due course. Check out the RNS today re "Marketing and Offtake Strategy"/

1. The joint venture is actively developing its marketing and offtake strategy with a view to establishing operating partners across the entire helium supply chain.

2..These include but are not limited to, securing distribution partners for transportation of both bulk liquid helium and gaseous helium, pursuing direct sales to end-users, targeting buyers who prioritise continuity and security of supply and aiming for long-term agreements designed to navigate helium supply and price cycles effectively.

For the patient HE1 investor there's big gains coming from Colorado plus when you factor in the discovery in Tanzania this is looking more and more exciting for a mega multi-bagger.

Yes, my 50p prediction in 2025 is getting closer and your 70p prediction is looking good. Not bad from 3p last year! For those that don't know ROAD is a company really going places following its deal with Lidl last year to acquire 12 stores, its A1 Services deal and a possible share buy back programme. This is totally under the radar but climbing nicely for 18 months. Hats off to Cawdor and Brighty1 for the initial tip when this was sub 3p.

Yes and the recent peer reviews, including Astellas Pharma (a Top 50 global pharma company), will also be helping in attracting the attention of R&D chiefs at major pharma companies. PYC at 1.5 Million Mcap is a bargain. I have 8p a share as my 2025 target with a few more good news / contract announcements.

Yes, more good news from HE1 with the company reporting that they believe the entire Upper Lyons Sandstone Formation, and a significant portion of the Lower Lyons Sandstone Formation, will be gas saturated. Excellent up date, again.

Yes, I concur with your 20p - 30p a share prediction. An initial X10 gain to 16p a share, by the way, values GDR at just £100 Million approx. DYOR but that's peanuts in this sector. GDR’s Chairman Ian Gilham has sold his last two pharma businesses for £235 Million and £296 million. Why not a third time with GDR? I think it's very likely. If Dr Gilham can replicate his previous 2 deals of £235million and £296million we are looking at 50p+ a share. Let that sink in!

Yes, over the next couple of years 50p a share is possible based on the sales information signed off by the Nomad and the track record of trade sales in our sector including the fact that Ian Gilham has done this twice already for £235 Million and £296 million. i.e. Major players in the pharma sector don't buy current revenue they buy future revenue and innovation. Pharma giants pay big bucks for the right product and GDR is inching nearer to the tipping point of a trade sale. Today was another example of that.

Yes Jimi and as others have pointed out hundreds of millions of pounds are paid by the major players to acquire smaller innovative companies. GDR’s Chairman Ian Gilham has done this twice now for £235 Million and £296 million. Why not a third time with GDR? I think it's possible. a X10 to 13p a share by the way is sub £100 Million. Based on Ian Gilham's previous two sales of £235 Million and £296 Million you are probably looking at 50p a share for a trade sale. When you look at the CYP2C19 sales potential, signed off by the Nomad, it is £8.5m or the UK market £93.5m for the EU, £67.5m for the USA and the RoW equates to £51m. These are big numbers which could attract a major player to buy GDR in due course for serious money. You've got to be in it to win it.

Yes, Stephen11. There've been many x10 gainers over the last year. GDR is at such a low price now a big bounce could happen over the next few months based on news like today and then sales. In my portfolio alone over the last 12 months I've had x 10+ gains for MOS, ROAD & BANK. They do happen and I'm expecting GDR to follow suit with a x 10 rise. That equates to just 13p a share, which is very possible.

Yes, your 8-10p prediction is not dissimilar to many others on here I believe with a modest rise to 2.5p - 3p first. As I posted yesterday, 8.5p to10p+ a share on good news regarding a deal for the helium discovery in Tanzania and revenues from the USA, is more than feasible. There've been many x10's over the last year. HE1 is revving up to be the next X10 gainer in my portfolio.

Yes, Successtothebrave. 2.5p is just for starters. I'm looking at a x10 gain to approx 8.5p to10p+ a share on good news re a deal for the helium discovery in Tanzania. There've been many x10's over the last year. In my portfolio alone over the last 12 months they include x 10+ gains for MOS, ROAD & BANK. A x 10 rise could easily come in to play for the HE1 share price once momentum kicks in. I'm expecting an international wealth fund or the likes of Linde, Exxon, Messer, APD, Siemens, Air Liquide, Helium24, Glencore, Trafigura etc to make a move soon to be part of what's unfolding in Tanzania. The share price will then go through the roof. i.e. Your 2.5p will be just for starters.

Yes, as seasoned investors - the ones like me who make money - know the Lassonde Curve is a good explanation re the risk / reward of investing in this sector. For those that don't know here are the key value inflection moments to look out for (& which HE1 is jut about to achieve). i.e. a re-rate is due soon:

Discovery

Discovery is the reward stage for early speculators. Exploration has revealed that there is a significant amount of material to be mined, and it warrants further study to prove that mining would be feasible. Tanzania and Colorado fall in to this category.

Feasibility

This is an important milestone for a mineral discovery. Studies conducted during this stage may demonstrate the deposit’s potential to become a profitable mine.

Institutional and strategic investors can then use these studies to evaluate whether they want to advance this project. Speculators often invest during this time, known as the “Orphan Period”, while uncertainty about the project lingers. Tanzania and Colorado again fall in to this category.

Development

Development is a rare moment. At this point, the company puts together a production plan for the mine.

First, they must secure funding and build an operational team. If a company can secure funding for development, investors can see the potential of revenue from mining. Tanzania and Colorado yet again fall in to this category.

Startup/Production

Investors who have held their investment until this point can pat themselves on the back—this is a rare moment for a mineral discovery. The company is now processing ore and generating revenue.

Investment analysts will re-rate this deposit, to help it attract more attention from institutional investors and the general public. Meanwhile, existing investors can choose to exit here or wait for potential increases in revenues and dividends. i.e. Tanzania and Colorado fall in to this category.

If you want to make money you are invested at exactly the right time if you use / believe the Lassonde Curve theory. In a nutshell HE1 is ready for its re-rate soon on this basis.

Boot, you are writing un-researched alarmist rubbish on here. GDR has no II's to write home about. GDR shares are held almost entirely by PI's (in nominee accounts) who will not vote for any shenanigans from the lack lustre BOD who to date have taken PI's for a ride. If they try anything that you infer it is more than likely that there will be an EGM and they will be instructed by their shareholders to look for a licencing deal for one of the products with a major pharma which in turn will fund the other product. Stop spreading mischief about II's holding a huge %age. It's not true. Shares are held in nominee accounts. DYOR.

Yes, agreed. Very positive news indeed from N4P today via RNS. One day we might just get a x10 or x20 gain here if they can convert the promise in to a collaboration / partnership. We've seen it with other minnow pharmas. This is a bargain basement share price with huge upside if they can get a licencing deal or trade sale.

Yes, more good news today and you can see with every RNS update that HE1 is getting all its ducks in a row. The excellent drilling results in Colorado won't have gone un-noticed by the likes of Linde, Exxon, Messer, APD, Siemens, Air Liquide, Helium24, Glencore, Trafigura etc. They will also be fully in the loop about the discovery in Tanzania.

Yes, 46% up on open.

GFIN looks primed to be the next x 20 multibag riser over the coming year and follow the gains made at companies such as ROAD, MOS, BANK etc, based on its RNS today regarding CIQ and Yentra AI. See key points below:

1. CIQ update

Gfinity is now commercialising CIQ under the Licence. Whilst prior to the Licence CIQ was still at an early stage with limited sales track record, first revenue was received in April from campaigns and Gfinity is now in commercial discussions with multiple large advertising agencies to use CIQ's services for both brand campaigns and also to potentially provide white labelled technology services to these agencies for use within their own proprietary technology. To support this initiative, the Company has expanded its commercial sales team in the UK and USA, with further hires expected.

Gfinity has focused on the continued development of the contextual product for CIQ and has implemented through the Licence, what the Board believes is a market leading logo detection model, with a human emotion detection also currently being deployed. The Board believes that CIQ is a very competitive product in the marketplace, as it can achieve a level of accuracy and commercial utility at a low operational cost compared to competitors.

2. Yentra.AI

Gfinity has formed a new business unit, Yentra.AI ("Yentra"), to bring together the Company's software engineering, artificial intelligence consulting and web 3 development for commercial customers. Yentra is 51% owned by Gfinity and the balance by the management team, led by Ignatius Rautenbach. The Yentra business is supported by a team of 12 engineers in partnership with Techohara Solutions Private Limited and Koneqt Limited and has been formed to provide consulting and engineering services in artificial intelligence, machine learning, web3 and software engineering. The management team has a proven track record of delivering these solutions to banks, payment gateways, governments, utilities, and insurance companies and corporate clients bring existing relationships to Yentra.

3. Yentra also provides Gfinity with a low cost internal resource to develop further ventures in the vertical AI space to take advantage of developments in AI. The Board sees a potentially significant opportunity in artificial intelligence and the commercial application of it within the next two years and is determined to ensure that Gfinity plays a key role in the industry.

4. CEO of Gfinity, David Halley said "we are at the start of a major global AI cycle, and through CIQ, we believe that Gfinity is positioning itself to be a clear part of the AI cycle in advertising. In addition, by partnering with the experienced team at Yentra, we now have an internal resource to build out technology for the sector and benefit from both the revenue generated from Yentra and the ability to build further technology for Connected IQ and Gfinity."

Yes, many on here hold more than him! See the RNS' of 23 and 30th August and 1st November for his smallish share purchases. He bought the bulk of the shares at 0.5 in Aug and has turned a 150% profit. He still holds over 1 million for the big pay day. Sensible strategy.

Yes and it could also be that investors are wary. I was invested in Oxford Pharmascience, which Nigel was CEO of. All I have seen with N4P is a repeat of exactly what happened during his tenure at Oxford Pharmascience. Lots of hype but a gradual decline in the share price. N4P has gone from over 25p in June 2018 to sub 0.35 p today. I hope NT delivers this time around as Nanogenics and Nuvec have promise. Maybe just maybe this time around NT is going to be successful? He is going to have to deliver a collaboration soon though.