Member Info for Bens_sipp

Does anyone want to hazard a guess to the percentage allocation for the retail offer? Above 50% would be good, I'm hoping for closer to 80%. I was just wondering as this was a very short offer period and they went 50% over the initial allocation, but with such a short window of time I'm not sure if they would have closed the offer early even if they could have.

Https://www.theguardian.com/business/2026/mar/26/uk-co2-plant-to-reopen-amid-fears-iran-war-could-lead-to-shortage

@broomtree I'm not betting the house. It has taken me some time to get some understanding of this share. People trading need to sell on the highs and buy on the lows even if the selling will incur a paper loss. In a few weeks time I will have probably reduced my holding again.

Bought 9m shares in trading today and asked for 11.5m in the retail offer. My average will sit below 0.627p if I can get the full allocation, and not much more than that if I don't. I had planned to be out of this share by April, but the fundraise has caught me off guard. People can either not participate and loose money or take the offer and roll the dice. Luckily for me I had reduced my stake over the last few weeks so I have more liquid investment available to use for this. GLA

Just bought 1m @0.623p. 8m in 4 x 2m limit orders at 0.62p on my account currently. If they are not taken by this afternoon I my buy at current price or take retail offer. The reason I am buying above retail offer is that it may be oversubscribed and I prefer 9m at 0.623 than 4.5m at 0.6p.

I'm on ajbell also. I don't think it has come through yet.

The last retail offer was allocated at about 50%. If this will get to 0.7p again it would be better to buy twice as much at 0.64p than half as much in the retail offer at 0.6p. The biggest difference this time is the shorter window for the retail offer so it may not be as oversubscribed as last time.

0.6p

I think he1 already has the institutional funding in place and the retail offer closes in 28 hours so they must be feeling confident. Hopefully this will all be over by Monday. Luckily I have reduced my stake and have liquid funds for either taking the retail offer or just buying shares on the market if they drop enough.

This highlights that supply chain risk may last longer than previously expected. He1 may be a good cheap hedge for a major to join with them. I had previously wondered if he1 was ready for a partnership/ farm out, but now I am more optimistic.

This could be someone shorting the stock.

No one likes the regime of Iran. Trump will bomb it for a while until he looses interest, reduce sanctions for both Iran and Russia to stabilise oil prices. Iran and Russia will then have more funds to supply their military. Oppression in Iran will continue as this war does not change anything inside the country.

MCNol. I have a more balanced portfolio. He1 went down and everything else went up. If you can consistently profit from Trumps random outbursts then that would be amazing, or more accurately unbelievable.

It is amazing how people elected a narcissist into such a position of power. My portfolio has flipped on its head since the last tweet!

I'll have to wait 15 minutes to see what they were.

I think it will be news on the close of the fundraising at AUD $0.005 per share . Hopefully there will be a production update also.

I suspect news tonight on the sale of the fundraise that is or was available for bnl at AUD $0.005 the volumes have picked up and the share price is much higher than the offer, so that must have been taken up. If so we could see a further rise on bnl overnight. ( This is my first and if I am wrong my last prediction on rns)

Dyor

I bought 2m more shares. I have a habit of trying to catch falling knives. (not always successfully 🤪)

GLA DYOR

Average volume 6.3m, yesterday the volume was 37m. It has been increasing over the last few days.

MCNoll this article repeats what I said earlier...

Helium's physical properties add another constraint. The gas is typically shipped in liquid form and gradually evaporates during transport.

"It's a commodity, but it also has a shelf life," said Chris Bakker, CEO of helium developer Avanti (AVN.V), opens new tab.

"So when you liquefy it, and that's how they tend to ship it worldwide, you've got notionally 45 days to get it to the end-user."