Member Info for BasilAlderman

Yes, Asher. Right sector at the right time. 3 Years from now what price for GST? 20p has got to be the target for 2025 but longer term we could see a £ sign in front of GST. Plus, have you considered what would happen if Revolut or ANOther fintech wanted to add a Crypto business to their growing suite of offerings? Now that GST has CAKE/bake in its stable it has become infinitely more attractive to a suitor. Revolut has only been going 10 years and is already considered one of the most valuable fintech firms in the UK and in the world with a valuation of £25 billion+. Let that sink in!!!

Yes and just check out the MCAP's of some of those possible JV suitors that will be taking a keen interest in our helium at Itumbula and Colorado:

1. Linde has a market cap of £172 Billion. i.e. a billion pound JV, MOU or takeover would be small beer for them.

2. There's also the likes of Exxon (£354 Billion Mcap) or Air Liquide (103 Billion Mcap) who could come knocking on the HE1 door offering a MOU, JV or takeover deal for the helium discovery at the Itumbula West-1 well and the Galactica-Pegasus helium wells in Colorado.

HE1's statement that helium is flowing to the surface in "such significant concentrations" and that this "has confirmed a globally unique helium producing province" will not have gone un-noticed in the boardrooms of companies such as Linde, Exxon, Air Liquide etc. i.e. HE1 is big news in our industry. Just watch this share price rocket when we get JV or M&A news. e.g. GGP went from below 0.60p a share to over 30p a share. The same could be about to happen here.

Yes, watch out for a stonking JV deal with a major helium player. e.g. such as Linde, Exxon, Messer, APD, Siemens, Air Liquide, Helium24 etc They will all be watching developments at Itumbula West closely with a view to a JV with HE1 following the ML agreement. We know that early discussions with potential partners and offtakers have been going on behind the scenes, according to Lorna Blaisse.

A move by Glencore or Trafigura is another possibility too. GLEN with its £38.5 Billion MCAP would certainly be a good JV partner or suitor for the 2 helium plays in Tanzania and Colorado. Plus, Trafigura is building a very successful global commodities business, especially in the minerals, metals, and energy sector. It doesn't take a rocket scientist to see one of these two major players doing a deal with HE1 very soon.

https://www.glencore.com

https://www.trafigura.com/

Yes, that's a good point. They are exercisable at 6.6p per share.

Yes, which major player isn't going to want to do a JV with HE1 for its helium supplies? 2025 looks like the year HE1 becomes the real deal. With helium having being measured at up to 10.4% HE1 & Tanzania are going to be one of the biggest helium providers in the world for many years to come in due course. HE1 is at the epicentre of it all which bodes well for everyone invested here.

What we do know already is that this is a rich helium area with a seep measuring up to 10.4% being recorded by HE1. Which major player isn't going to want to do a JV with such high recordings of helium? Ours is pure helium without hydrocarbons too. Commercial production typically requires helium concentrations between 0.04-0.35%. HE1 has been reporting that it is looking at helium concentrations up to 7.6% at the Itumbula West-1 well. This is way way way above 0.04-0.35%. Remember that when GGP announced its JV its share price soared. We could be approaching that tipping point soon. The FS will be shared with industry off takers not retail investors. The first we will know about commercial terms will be when a JV is confirmed. That will be a huge day for HE1 investors.

Yes, the RNS today is big news in our sector. HE1 and TNZ will be creating a"flagship helium sector":

1. The Company very much looks forward to developing a partnership with the Government of Tanzania in order to develop a flagship helium sector in Tanzania as we advance into development and production.

2. The feasibility study, prepared by the Company across multiple disciplines, and which is the basis of the ML application, assesses the technical, economic and environmental feasibility of a helium development project from southern Rukwa. The Company has been working on this study for several months and has integrated the results of the extended well test ("EWT") from the Itumbula West-1 ("ITW-1") discovery well. The details of the feasibility study outline and demonstrate a commercial development plan in southern Rukwa.

It's pretty obvious that we are invested in something that is going to be very big for Tanzania, the world and for HE1.

Yes, the boardrooms at Linde, Exxon, Messer, APD, Siemens, Air Liquide, Helium24, Glencore, Trafigura etc will all know about this breaking news. Who will be the successful JV bidder? Things just got very interesting again for HE1 and its shareholders!

Yes and most importantly all the significant helium offtakers and industry bigwigs will be acutely up to speed about HE1 being offered the ML licence today. This is very big news in our sector. The key players have all been will be waiting for the ML approval. That's how a JV works. HE1 has done the spade work and now that it's proven to be a commercial discovery a JV will be next. i.e. The ML being granted today is what we've all been waiting for. International wealth funds and the likes of Linde, Exxon, Messer, APD, Siemens, Air Liquide, Helium24, Glencore, Trafigura etc will soon be able to bid to be part of the HE1 JV. The share price will then go through the roof and 20p a share then comes in to play as HE1 becomes a Billion Pound + company. Watch this space.

Yes, and the here's a summary of what's just been posted on Bake's blog, with thanks to Jiffy for posting the link. The plan is - and I quote - "To Make Bake Great Again":

A Unified Vision for Bake

At Bake, we’ve entered an exciting new phase under fresh leadership, backed by GSTechnologies Ltd. While the acquisition has already been announced and discussed in our previous AMA, we want to take this opportunity to introduce our leadership team to our customers. With a strong background in blockchain, fintech, and operations, our new executives are committed to making Bake stronger, more innovative, and more customer-focused than ever before.

With GSTechnologies' complete acquisition of Bake, all significant decisions are now made by our dedicated board, ensuring cohesive and strategic governance. Our board comprises esteemed professionals:

Tone Goh: Holds a Bachelor of Science degree and an MBA in International Business from the University of San Francisco. Tone brings over 25 years of experience in corporate real estate advisory, asset management, finance, and development. He has held executive positions on the boards of several international companies specializing in mergers and acquisitions and private equity.

Galvin Bai: Possesses deep knowledge and extensive experience in the workflow and processes of the payment and remittance business in Singapore and beyond.

Malcolm Groat: A Chartered Accountant and MBA graduate, Malcolm's early career with PwC in London was followed by CFO, COO, and CEO roles in various businesses.

Lord Christopher Wellesley: An experienced banking and capital markets executive with over 30 years in senior roles across the UK, Hong Kong, and the USA.

Future Plans and Vision

Building on GST’s reputation as a main-board listed company on the London Stock Exchange, we are dedicated to maintaining the highest standards of transparency and accountability. Our vision for Bake includes integrating its services with GST's existing fintech ecosystem, enhancing cross-platform synergies, and aligning with evolving regulations to deliver secure and innovative crypto solutions. With GST’s resources and expertise, we are confident in creating a stronger, future-ready platform that continues to serve our customers’ needs while setting new industry standards.

In the near future, our primary focus is to maintain operations at a high standard throughout the transition period, ensuring a seamless experience for our users. Simultaneously, we are committed to enhancing our platform and app with innovative products and services. Stay tuned and follow us closely to witness how Bake continues to evolve, bringing you the next generation of crypto solutions.

We invite our valued customers, investors, and the broader crypto community to join us as we strive to make Bake great again. Together, we will navigate the evolving landscape of cryptocurrency with confidence and a renewed sense of purpose.

Yes but being an investor in GST is all about the future earnings that will capture the attention of the market / investors when they are unveiled during 2025. Not sure that many of the LTH's here are that phased about the current share price price when in due course it is more than likely it will be significantly much much higher. 20p a share could happen quickly. All you need to focus on for the GST Exchange /Cake/bake moving forwards is whether it's a buy or a sell GST make money and with CAKE/bake the transaction levels will be infinitely higher following the takeover. Whether it's higher or lower than 0.2% just think of the money being generated. That's why CAKE was turning over hundreds of millions of pounds in 2021/2022.

Yes, there are several. e.g. AI / State of the art virtual technology accounted for 11 pharmaceutical deals announced in Q3 2024, worth a total value of $1.7bn. The $1.1bn acquisition of Integrated Oncology Network by Cardinal Health was the industry’s largest disclosed deal. i.e. There's big money in the pharma sector for innovative companies / products and PYC is proving to be a valued supplier to bigger and bigger pharmaceutical companies with its Virtual Tumour / precision dosing platform (Merck, Astellas etc are major players in this space that use PYC) . At some stage one of these big clients could snap up PYC. No one likes discounted raises but if they keep winning more and more contracts (as they seem to be doing) then the PYC business also becomes profitable. PYC just became a bit more riskier today but the end game is the same: A buy out by big pharma.

Yes and MOS will go much higher than 2.3p a share in due course on the back of BET as it becomes one of the leading sports media groups in Mexico and is then acquired.

Yes & we are nearly at that point. International wealth funds (e.g. Oman and the Tanzania Mutual Investment Fund) will be seriously looking at investing in HE1 and the "commercial discovery at Itumbula". They will be waiting to sign a deal when the ML is approved. That's how a JV works. HE1 has done the spade work and now that it's proven to be a commercial discovery a JV will be next. The likes of Linde, Exxon, Messer, APD, Siemens, Air Liquide, Helium24, Glencore, Trafigura etc will then be able to bid to be part of the HE1 JV. i.e. We are not that far off something like this happening. The share price will then go through the roof and 20p a share then comes in to play as HE1 becomes a Billion Pound + company. Watch this space.

Yes, which major player isn't going to want to do a JV with HE1 once the mining licence is signed off? With helium having being measured at up to 10.4% HE1 & Tanzania are going to be one of the biggest helium providers in the world for many years to come in due course. HE1 is at the epicentre of it all which bodes well for everyone invested here.

Yes, the last 2 live streamed AGM's , in particular, have left this 15 year lth SAR veteran very uneasy and wary. I'm still invested and will ride this out to the end but the radio silence / hibernation concerns me greatly. Almost all my other stocks are flying but SAR and its share price just appears to be in reverse gear and has been since the consolidation and then the RF debacle.

The UK Government's EDITH Cancer Trial and AI Opportunities Action Plan opportunity could be a great opportunity for PYC. I'm sure our well connected CEO will be all over this.

Background:

1. The AI Opportunities Action Plan is all set to revolutionise public services via AI. Over £14 billion already invested since launching just last month.

2. The EDITH trial (‘Early Detection using Information Technology in Health’) is backed by £11 million of government support via the National Institute for Health and Care Research (NIHR).

3. The EDITH trial is catapulting Cancer treatment technology from analogue to digital.

4. EDITH is a cutting-edge AI trial to transform cancer care to catch breast cancer earlier.

5. The Trial was announced today by the UK Government (on World Cancer Day).

6. UK Govt says it is unleashing AI to drive up health services and shift NHS from analogue to digital as part of 10 Year Health Plan.

7. 700,000 women across the country will take part in a world-leading trial to test how cutting-edge AI tools can be used to catch breast cancer cases earlier.

8. UK Government ramping up the use of new technology across the board, with 30 testing sites across the country to be enhanced with the latest digital AI technologies.

Let's hope PYC can get a slice of the UK AI investment spend by the Government and soon. All of the above bodes well for PYC as the focus on cancer treatments become more and more virtual and AI based.

https://www.gov.uk/government/news/world-leading-ai-trial-to-tackle-breast-cancer-launched

Yes, a BANK X 20 here would just be for starters on the back of an exclusivity RNS. 20p would still be very cheap if they snared a deal with a major player.

Those large trades keep coming, day after day, month after month. Last night these were published:

30-Jan-25 16:12:19 0.4367 3,650,000 Unknown* 0.42 0.45 15.94k O

29-Jan-25 08:42:24 0.428 10,000,000 Unknown* 0.42 0.45 42.80k O

30-Jan-25 16:01:50 0.45 2,500,000 Unknown* 0.42 0.45 11.25k O

30-Jan-25 16:00:45 0.44 2,000,000 Unknown* 0.42 0.45 8,800 O

30-Jan-25 16:30:03 0.441 1,000,000 Buy* 0.42 0.45 4,410 O

30-Jan-25 16:28:03 0.441 979,303 Buy* 0.42 0.45 4,319 O

30-Jan-25 16:17:12 0.45 2,000,000 Buy* 0.42 0.45 9,000 O

30-Jan-25 14:07:56 0.44 4,669,261 Unknown* 0.42 0.45 20.54k O

30-Jan-25 14:40:39 0.44 1,500,000 Unknown* 0.40 0.44 6,600 O

30-Jan-25 12:08:05 0.44 4,500,000 Unknown* 0.40 0.44 19.80k O

29-Jan-25 10:29:38 0.4165 2,000,000 Unknown* 0.40 0.44 8,330 O

30-Jan-25 08:11:50 0.433 3,000,000 Unknown* 0.40 0.44 12.99k O

30-Jan-25 08:11:43 0.434 2,500,000 Unknown* 0.40 0.44 10.85k

Yes, totally agree. When this is climbing to 20p by the end of year you won't here a peep out of this guy. All you need to know is that NEO banking and Crypto are the real disruptors in the finance / Fintech space. Cross border transactions will increasingly be the norm and as far as Crypto is concerned whether it's a buy or a sell GST make money via the GS20 Exchange and with CAKE/bake the transaction levels will be much higher. Whether the transaction fee is higher or lower than the previous 0.2% just focus on the fees being generated moving forwards. That's why CAKE was turning over hundreds of millions of pounds in 2021/2022. Once the combined GS20 / CAKE bake figures start to be revealed the value of GST will increase significantly.