Member Info for BasilAlderman

The £4.7 Million is more than likely going to be used for JV negotiations. You never go in to a scenario like this cash poor or you get held over a barrel. You go into negotiations with strength not weakness. HE1's Itumbula's uniqueness due to its pure helium, nitrogen and hydrogen mix is massive news in our industry. It's being termed as "a game-changer" for HE1 for a reason. The game is on for a JV or even a takeover with Itumbula's helium concentration of 4.7% / nine thousand times above background levels. i.e. Heads of terms or a MOU could be the next news.

When talking about mega multi bags what can we expect? Here's a snap shot for the doubters: BOTB mega multibagged x 71 at 7,130%. GGP mega multibagged x 63 at 6,300%. EUA mega multibagged x 36 at 3,650%. VCP mega multibagged x 63 at 6,312%. ESG mega multibagged x 41 at 4,190%. i.e. Mega multi-bags can and do happen. Will HE1 be next?

Yes and with a JV HE1 is most likely going to be THE next mega multi-bag. With the helium and hydrogen flows reported at Itumbula West-1 of 4.7% and 2.2% respectively this is massive. It looks as though we have another GGP & RKH mega riser in the making.

Yes NCYT achieving a x 100 would be good to see replicated here with HEMO. We've seen it with other pharma stocks too. PYC accomplished a x 34 multibag in 4 trading days rising from 1p to 34p. 3 months ago TPST went up over x 39. Then of course there's SNG going from 7p to 246p x 35. There's also Sareum going up x 30 from 0.3 to 9p and who can forget Axsome doing x 54 in 12 months? Our sector is full of mega gains. I'm still hopeful of an initial 12-15p, especially with the excellent update today.

MorningtonOz, as you say -normally - in our sector this kind of amazing news would create a 200% rise in a day and a 500% gain over a few days. We are not only P1 / FDA approved this week for HEMO-CAR-T for acute myeloid leukemia but we are now also pioneering the combatting of Airborne Viral Infections. When SNG, NCYT, SAR, AVCT etc have announced cutting edge news such as this their share prices have soared. Will we now see an FDA approval / CBR bounce in our share price? We should be over 10p already and on this news over 20p. None of this weeks brilliant news is currently priced in.

It is incredulous that HEMO is not supporting its own share price with an obvious and much needed update on its plans covering both P1 and financing. The only conclusion to be drawn from the radio silence is that the BOD have their hands tied due to an NDA for a JV or partial sale of the business? No other explanation is credible unless they are asleep at the wheel, which I very much doubt.

Yes, as Massive and Aim have rightly being saying for several months now, with the right kind of news GST's share price will absolutely soar. We have lots of forthcoming news due plus Lord Wellesley has been appointed for a reason. The comparisons to the rise at ARB being made on here are also very interesting. As we know ARB went up over x 60.

Yes, it is very likely that many of the major global helium players will now have Lorna Blaisse on speed dial. Some very big numbers (in the $ billions) are being predicted for neighbouring Noble Helium. e.g. $4.5 Billion worth of helium in the ground from just one target, which is right next to our Itumbula West-1 well. They are using wording such as "a company making discovery" etc and this is based on 2% helium flow rate. We've announced a 4.7% helium flow rate. Let that sink in. That's why major helium players such as Linde, Exxon, Messer, APD, Siemens, Air Liquide, Helium24 etc will be watching developments at Itumbula West closely with a view to a JV with HE1.

Yes, XMAN, but the mega multi-bags we have all seen demonstrate that if you are in the right share at the right time BIG gains do happen. It's fine to have an opposing negative view but the facts are that BOTB multibagged x 71 at 7,130% . GGP multibagged x 63 at 6,300%. EUA multibagged x 36 at 3,650%. VCP multibagged x 63 at 6,312%. ESG multibagged x 41 at 4,190%. We've seen POS multibag x 15 from 2p to over 30P. Prior to that PYC accomplished a x 34 multibag in 4 trading days rising from 1p to 34p. 3 months ago TPST went up over x 39. Axsome achieved a x 54 in 12 months. NCYT achieved a x 100. SNG went from 7p to 246p x 35. SOU went up from 2p to 70p x 35 and we've also seen the mega rise at RKH Rockhopper. In summary, Big gains do happen and it's clear that many investors believe that HE1 could very well be next due to what is occuring at the Itumbula West-1 well currently. A sniff of a JV and we will see 10p a share in a flash.

The FDA's approval this week signals to the wider pharmaceutical sector credibility. It opens doors for licencing deals to proceed. This is certainly one area where funding is likely to be coming from. Quite often licencing deals in our industry are in the millions of dollars.

It's also worth noting that FDA approval does create a positive re-rate in the share price, some instant and some over a sustained period of time. e.g. some of the smaller companies include: Lipella Pharmaceuticals gained over 60% after FDA approval, Pliant Therapeutics rose by 60%. Kala shares rose 266% on FDA approval. Candel Therapeutics went up by 58% on FDA approval. Calliditas Therapeutics went up 33% after FDA approval. Amarin Corp gained over 300% after FDA approval. Zosano Pharma gained over 100%.

In summary, FDA consent brings credibility to HEMO. More importantly it is a green light to major pharmaceutical companies to strike a licencing deal with HEMO. This could be where our major future funding is coming from, although don't rule out another premium funding round from Prevail in the short term.

Yes, 5p a share from here will come in a flash with positive news. We know it is looking good. Itumbula's uniqueness due to its pure helium, nitrogen and hydrogen mix is massive news in our industry. It's being termed as "a game-changer" for HE1 for a reason. How many CEO's in the exploration sector do you think will have Lorna Blaisse on speed dial now! The game is on for a JV or even a takeover with Itumbula's helium concentration of 4.7% / nine thousand times above background levels.

Renx is up 265% today. Once HEMO adds to its FDA approval announcement with a positive update a similar rise is likely to happen here. If for example Prevail or a HNWI pumps more cash in to HEMO in the next few days the vibe will change in a flash. We've also got the possibility of a global pharma pumping money in with a partnership or licencing deal now that we have FDA approval.

A mcap for DGI of £80 Million by the end of the year, please. Thanks.

Some very very very BIG numbers (in the $ billions) being predicted for neighbouring Noble Helium. See the link below but in summary they are talking about $4.5 Billion worth of helium in the ground from just one target, adjacent to Itumbula West-1. They are using wording such as "a company making discovery" etc and this is based on 2-3% helium flow rate. We've announced a 4.7% helium flow rate!

In summary, HE1 could be worth $Billions.

https://nextinvestors.com/articles/a-globally-significant-helium-discovery-bigger-than-anyone-expected/

I would politely suggest that bar one or two posters the rest of us on here are not "expert" geo-scientists / engineers but many of us on here are "experts" at unearthing a mega multi-bag opportunity. Many posters on here believe that HE1 is most likely going to be THE next mega gainer with the helium and hydrogenflows they have reported at Itumbula West-1. What a mega-bag investor is looking for is a company that has reported to the stock market that they have uncovered a 4.7% helium flow that is 9,000 times above background levels plus that they have a hydrogen flow of 2.2% / over 37,000 times above background levels. That is massive news. That's how stock pickers, like many of us on here, work to uncover the next multi-bag. The data is looking good. Hence the excitement about HE1.

In business it is often not what you know but who you know. This will prove useful soon for a JV. Here is what Tullow's CEO Rahul Dhir says about Lorna Blaisse:

“Lorna is an excellent Geoscientist - focussed on finding oil! She has a comprehensive understanding of the entire exploration workflow and is a real thought leader. I have been particularly impressed with her ability to challenge orthodoxy and to think creatively. She takes complete ownership of outcomes and is very committed. Also a wonderful and collaborative team player ”

I am relatively good at picking a share to invest in. With Sareum I was up nearly 2,500% on June 16th, 2021, when we hit 462.p (9.25p). Over 420 pence has been wiped off the share price since then. Being up x 25 and not selling is frustrating. It's not my normal modus operandi when I top slice or sell but I stupidly listened to TM and SP's Shareholder value utterings. I'm here to the end on that basis. This is not a Stockholm syndrome moment. I still believe that 1801/1802/737 will deliver in the end but what I object to are the mistakes in not raising millions when we had the chance in the 250p range when the momentum was with the BOD. They've lost the confidence of many on here now, judging by the comments. The AGM made me feel uncomfortable about the the direction of travel. They were evasive, looked disinterested and appeared to be way out of their depth re the commercial running of a business. I've had many multi-bags in my time and HE1 is just the latest. We live and learn but if given the chance I will be voting to remove Stephen Parker as Chairman and Tim Mitchell to be moved sideways to CSO and a new dynamic Chair and CEO be appointed.

Stas20 nails it perfectly regarding "Price needs to at least match 4.6p, just to be the same as without a find in 2021. Then what - Double @ 9.2p , or Treble @ 13.8p". That's what many on here are expecting. Any sniff of a JV and we will be at the 10p range. With confirmation it will be much much higher & reminiscent to the GGP rise from 3p to 30p+ when they announced JV news.

The £4.7 Million is more than likely going to be used for JV negotiations. You never go in to a scenario like this cash poor or you get held over a barrel. You go into negotiations with strength not weakness. HE1's Itumbula's uniqueness due to its pure helium, nitrogen and hydrogen mix is massive news in our industry. It's being termed as "a game-changer" for HE1 for a reason. The game is on for a JV or even a takeover with Itumbula's helium concentration of 4.7% / nine thousand times above background levels. i.e. Heads of terms or a MOU could be the next news.

The big opportunity here is the fact that FDA approval opens the licencing door for HEMO. Some of the licencing transactions in the pharma sector in the last few years have been over $100 million. Now we are a P1 business with FDA consent big pharma will be looking to do a licencing deal. Over the next 12 months we could see a prolonged rise in the Hemo share price in anticipation of such a deal, such as the x54 gain at Axsome which rose from $2 per share to $108 dollars in just 12 months.