Member Info for Blubay

Three new conversation threads in ten minutes, how is that not ‘hogging the board’? It was 20 posts in two hours before you were suspended, anx averaging 70 posts a day, on one share!

A word of advice, it would be risky to follow that ENET/HE1 ramper,

Field PVT, I think she said?

https://fieldpvt.com/

There is no public market for helium as a commodity, so you would be reliant on what anyone knows about contract prices.

I'm looking at them right now, they're still there, not deleted

James did comment on the HE1 LinkedIn post, which is what Yana is trying to refer to, incorrectly

Obviously it was in action, the auction uncrossings take place at 16:35 every day of trading on SETSqx

For goodness sake, the whole HE1 project in Rukwa is based on the collaborative work with that research team, how do you now know this?

The last thing they want is any contamination with hydrocarbons, and no evidence of such. They've done everything possible to avoid that from the beginning of the scientific studies into Rukwa. It's a pure helium play, insofar as that's possible.

If they had already fully assessed the commerciality and released that to the market the share price would not be where it is. We're all waiting for the analysis, which the CEO has said will be published when it's ready.

You've copied this three times now, it makes no difference to the share price. You have 45 minutes to close, I'd get on with it

Both Tai3 and Itumbula were drilled as appraisal wells, which is why they are fully cased and suspended rather than capped and abandoned.

She said "in due course"

Yes, but the CEO has clearly indicated that the detailed analysis is the next thing that would be shared to market, so we are expecting to see the data to back up the claims, then maybe a development plan for further testing at Itumbula or/and further drilling at Tai3, as she said in the interview. I don't think there's any mystery. Discovery is clearly not yet priced in yet, some anticipation is, so I really don't see a problem in the market opportunity.

Pete is not a nut job

No-one is ever going to take you seriously if you just copy other people's stuff and fail to consider both sides of the investment risk-reward.

The commentator is indeed an expert in petrochemical reserve estimation, evaluation, production optimization, and economic analysis, for 40 years or so, including analysing well logs and he has some helium recovery experience too. So I wouldn't knock his question. You can buy his courses if you want to. As he says, his consultancy company offers a worksheet method for supporting this, which I presume he's promoting with his post. The question is fair. It's industry standard, you have present your proven reserve estimated against the established criteria. That is what HE1 will be busy doing right now.

The comments are perfectly reasonable questions based on what's in the public domain. They would be answered by the company's publication of the detailed analysis, which is the next thing the CEO indicated would be coming.

If you've read past shareholder presentations you will know they have previously noted exploring JV discussions in the past

Completely agree, negotiations will be ongoing and we know they've explored discussions before, and they've bags of experience on the board with direct connections into gas company development and commercialisation. But I can't imagine an agreement being announced before publication of a full analysis report. She said clearly in the interview what the short term priority was for next communication.