Member Info for BodRuncie

More massive sells going through this morning.

Two at 100,000 and one just above 250,000.

That is some severely distressed selling. But they can only sell once.

There are some decent buys coming in too, but when this bounces it will bounce hard.

A massive jar of jam, with a huge block of butter, a very wide knife and a ton of loaves.

One day we will get to taste it :)

I am reminded of the numerous studies (e.g. the Marshmallow Experiment) that show that people who can delay their instant gratification for a larger, later, reward correlate with higher intelligence, better health and more wealth!

There are still no £££ attached, so the morning spike in sp will gradually drift down.

Ridiculous, I know. But without hard £££, many investors still won't bite.

I expect HEX to remain in bargain territory for a while yet.

So now we're an ARGON producer as well!?!?!?

The multipliers in this investment are mind-boggling :)

I got criticised for saying I thought there was a big seller last week, and the price action has continued since then.

Someone is keen to sell a lot, and quickly. I hope the 100,000 shares at 90p is the last big one.

But I added more this morning because regardless of a seller, this is only going one way in the long term.

The tone was pretty much "It's taking longer than we thought, though prospects are still good. Shut up and let us get on with it "

45p up to 49p... in only 7 days.

Troll.

If I were on the BOD, why return the litigation cash to shareholders, then have to go to the market for capital.

They will definitely keep a portion for the benefit of the company, rather than instant gratification for PIs who are only here for a quick bumper pay-out.

How much they keep/pay out will depend on how much they need to finance the next stage.

Never say Never to another fundraise, especially to a company on AIM.

Or not even on AIM yet!

AIM is designed to help companies raise capital.

I just hope it's at many multiples of today's sp.

I'm in SVML too.

Rio's recent corporate re-organisation has probably diminished the likelihood they will buy out SVML. It doesn't fit with their Org chart. They do have a rump of "miscellaneous" operations, though SVML represents such a large opportunity, it wouldn't fit comfortable there.

There's always the possibility Rio will see (and better than anyone else, given their insider intel) what SVML represents, and re-org their org chart. Presenting it to shareholders like, "I know we just said in a big RNS that we're not doing that any more, but lol we had our fingers crossed behind our backs"

However, given Rio's prominent inside place, there's no reason why they wouldn't just extend their option anyway, even if they have very little intention of buying out SVML, just to keep their options open.

Imo, I fully expect Rio to extend their option on SVML, leading to a flurry of excited PIs anticipating a buyout from them, though, again imo, the prospect of that is low.

Anyway, regardless of what eventually happens, the current sp is a ridiculously good risk/reward play. Not much downside, and potentially at least 1 bag.

Punter, the first priority is cash.

Quick cash, while they have a buyer wanting to hoover up 100% of HEX's production, while spot prices are high.

A quick and easy win. The hydrogen is incredibly valuable, and isn't going anywhere. There's plenty of time for that later, and with a fatter balance sheet.

I trust Bo to make the smart decisions.

@Bobber69

APTA is "one of the worst" investment cases on AIM...? I dread to think what you would post if you chose to overreact instead.

Can add the sale of hydrocarbons to the bottom line as well now.

Everything is progressing as smoothly as it can at this stage :)

11 trades of over £9000 each, including 1 over £10k and one for £24,000.

Today's volume has already surpassed the whole of yesterday. Someone (or someones) is selling a lot, and quickly.

I'm struggling to understand the price action in AMRQ. The prospects are enormous, it is near- or medium-term, and everything is on track. Even the macro is in their favour, so why would anyone be selling significant quantities?

It's large volumes and large trade size, so it's not MMs just trying to drum up some action.

The only thing I can think is that someone is tipped off about a forthcoming capital raise when AMRQ moves to the main market, and is either selling ahead of the raise and hoping to buy back cheaper, or selling now to fund their allocation in the raise?

But anyway, sub-100p is a crazy price for something that will double within 12 months.

Crude, where does it say that in the RNS?

No. The best guesses are:

1. HEX don't want to get locked into a supply contract for 100% of their helium if the prices will keep rising.

2. The buyer doesn't want to get locked in to a supply contract if this is the peak spot price.

A 3-month deal is win-win for both sides.

HEX get a high spot price now, and the buyer gets 3 months' guaranteed supply.

Head of Marketing, Kell Lowinsky, is leaving Blackbird just as they are getting it into the market, so that should tell you something about how well it is going.

The fractional marketing means that they know a blanket approach to advertising won't work, they need to speak to customers 1 on 1, either at trade shows to individual "prosumers" or at a corporate level.

Building a revenue-generating user base this way is certainly cheap, but will take a very long time.

And Amaroq are building their own cheaper, greener hydro power plants. I believe AMRQ will look to roll out more than one of these as the benefits are huge, with only modest initial capex outlay.

The cost or availability of diesel is only a minor issue at present, and will not be an issue at all in the future.

Still only halfway through :)

There is almost too much for PIs to take onboard, but the company itself is going about this in a measured way, with experienced people in key positions.

I am very impressed they are founding their own renewable energy companies to provide hydro power. Not only does this reduce greenhouse emissions, it also reduces reliance on places like Hormuz and bad actors like the Iranians, it also saves a truckload of money per annum.

These people are turning over every stone (quite literally!) to ensure maximum opportunities and growth for Amaroq.