Member Info for Botham

The Bull Case for #MSMN

Jan 2nd, 2024, the share price hit an intraday low of 0.0105 before hitting a high of 0.084 in July a return of over 700%. The share price has fallen back to an intraday low in January of 0.022 due to a delay in it’s 20% share of five Las Animas Helium drills and a capital raise of £1.5M in September.

Funding & Risks

Whilst risk of delays and funding are always possible this is offset by the following.

Cash reserves in the region of £1.7M to £2M

$1.25M milestone payment in the sale of its Stanley asset still to be received

£300,000 in warrants exercisable at 0.07.

Funding from the sale of EP145 & EP155 A$900K.

The Cinnabar Project in the USA with 1.646 million of BOE of reserves remains to be monetised through a potential sale in excess of $2M.

Additional income of $900,000 through Sagebush

Its recent acquisition currently generates net profit before income tax for the 82.5% interest in the Sagebrush Project in the twelve months ended June 2024, after royalties, local taxes and all lease operating costs was circa US$286,000. Upon completion announcement expected Monday 3rd February oil sale revenue $81,840 (based on $80 BOE) will be received for January oil sales, and similar monthly revenue thereafter.

Near Term Helium Catalysts

• Imminent drilling at 5 Las Animas #helium wells

• EP145 transfer approval to Echelon and payment of A$400,000 (retain 5% royalty payments)

• Payment by Echelon of A$150,000 for EP145 seismic long lead items

• EP155 permit approval and payment by Georgina Energy of A$350,000 (retain 2.5% royalty payment)

• Sagebush acquisition completion

• Coyote Wash Project BIA ("Bureau of Indian Affairs") approval

• Details of Sagebush first helium and oil well drill

• JV funding of Sagebush project would increase the speed of helium discovery with re-entry into two shut in wells or recompletion into helium bearing zones on 1 of 7 existing oil producing wells.

• Monetisation of 1.646M oil reserves of Cinnabar

January 2024 saw exceptional returns of over 100%, January 2025 moving into February promises to pass that, with all AIM stocks there is of course no guarantees and risks.

Https://www.energyadvisors.com/deal-details/45537/Vecta-Oil-Gas-Ltd/COLORADO-HELIUM-PROJECT

https://*********************/media/mosman-oil-and-gas-makes-progress-at-vecta-project-as-it-prepares-for-five-exploration-wells

Cash reserves in the region of £1.7M to £2M.

$1.25M milestone payment in the sale of its Stanley asset still to be received.

£300,000 in warrants exercisable at 0.07.

Additionally, funding from the sale of EP145 & EP155 A$900,000

The Cinnabar Project in the USA with 1.646 million of BOE of reserves remains to be monetised through a potential sale in excess of $2M.

Additional income of $900,000 through Sagebush

• Imminent drilling at 5 Las Animas #helium wells

• EP145 transfer approval to Echelon and payment of A$400,000 (retain 5% royalty payments)

• Payment by Echelon of A$150,000 for EP145 seismic long lead items

• EP155 permit approval and payment by Georgina Energy of A$350,000 (retain 2.5% royalty payment)

• Sagebush acquisition completion

• Coyote Wash Project BIA ("Bureau of Indian Affairs") approval

• Details of Sagebush first helium and oil well drill

• JV funding of Sagebush project would increase the speed of helium discovery with re-entry into two shut in wells or recompletion into helium bearing zones on 1 of 7 existing oil producing wells.

• Monetisation of 1.646M oil reserves of Cinnabar

Funding & Risks

Whilst risk of delays and funding are always possible this is offset by the following. Cash reserves in the region of £1.7M to £2M, $1.25M milestone payment in the sale of its Stanley asset still to be received, £300,000 in warrants exercisable at 0.07. Additionally, funding from the sale of EP145 & EP155 A$900,000

The Cinnabar Project in the USA with 1.646 million of BOE of reserves remains to be monetised through a potential sale in excess of $2M.

Additional income of $900,000 through Sagebush

#GEX Oil and Gas analyst Zac Phillips speaks to Crux Investor about Georgina Energy’s investment case and his valuation of the company

https://www.youtube.com/watch?v=uUhiPjkzLGI

Market Cap: £4.71M since hitting the highs of 19p is now sitting at only 4.75p and has suffered from delays and bad publicity. Not to be overlooked as at it provides a different play by re-entering existing wells at Hussar and Mount Winter projects and selling helium, hydrogen and natural gas at the well head to offtake partners. Market Cap: £5.05M since hitting the highs of 19p is now sitting at only 5.25p and has suffered from delays and bad publicity.

Not to be overlooked as at it provides a different play by re-entering existing wells at Hussar and Mount Winter projects and selling helium, hydrogen and natural gas at the well head to offtake partners.

1. Hussar Site Visit

2. Final submission of documents to DEMIRES

3. DEMIRS approval and granting of drilling permit

4. Drilling schedule and timings

5. Revised in-situ value at Hussar - expectation of 20% uplift

6. Scoping study publication focused on the development of a large-scale gas separation and purification plant at Hussar, to be owned and operated by the offtake group

7. ALRA agreement as the final part of the process to obtaining ratification of the granting of the selected priority area of EPA155 from the Northern Territory Minister for the Department of Mining and Energy

8. Seismics publishing results of EP155

9. EP155 100% transfer ownership transfer by Northern Territory

10. EP145 & EP155 potential JV partners on board

11. News on 2 further prospect JVs being negotiated (Santos NDA)

The Bull Case for #MSMN

Jan 2nd, 2024, the share price hit an intraday low of 0.0105 before hitting a high of 0.084 in July a return of over 700%. The share price has fallen back to an intraday low in January of 0.022 due to a delay in it’s 20% share of five Las Animas Helium drills and a capital raise of £1.5M in September.

Funding & Risks

Whilst risk of delays and funding are always possible this is offset by the following. Cash reserves in the region of £1.7M to £2M, $1.25M milestone payment in the sale of its Stanley asset still to be received, £300,000 in warrants exercisable at 0.07. Additionally, funding from the sale of EP145 & EP155 A$900K.

The Cinnabar Project in the USA with 1.646 million of BOE of reserves remains to be monetised through a potential sale in excess of $2M.

Its recent acquisition currently generates net profit before income tax for the 82.5% interest in the Sagebrush Project in the twelve months ended June 2024, after royalties, local taxes and all lease operating costs was circa US$286,000. Upon completion announcement expected Monday 3rd February oil sale revenue $81,840 (based on $80 BOE) will be received for January oil sales, and similar monthly revenue thereafter.

Near Term Helium Catalysts

• Imminent drilling at 5 Las Animas #helium wells

• EP145 transfer approval to Echelon and payment of A$400,000 (retain 5% royalty payments)

• Payment by Echelon of A$150,000 for EP145 seismic long lead items

• EP155 permit approval and payment by Georgina Energy of A$350,000 (retain 2.5% royalty payment)

• Sagebush acquisition completion

• Coyote Wash Project BIA ("Bureau of Indian Affairs") approval

• Details of Sagebush first helium and oil well drill

• JV funding of Sagebush project would increase the speed of helium discovery with re-entry into two shut in wells or recompletion into helium bearing zones on 1 of 7 existing oil producing wells.

• Monetisation of 1.646M oil reserves of Cinnabar

January 2024 saw exceptional returns of over 100%, January 2025 moving into February promises to pass that, with all AIM stocks there is of course no guarantees and risks.

What are peoples thought on what the next news due will be?

2 x sells of 10p = 20p Don't need to anything else.

Claimed their his transactions

Https://www.youtube.com/watch?v=uUhiPjkzLGI

More buys than sell again and it's been taken down another 8.65%

Https://www.share-talk.com/traders-cafe-with-zak-mir-the-week-in-small-caps-sunday-26th-january-2024/

1. Hussar Site Visit

2. Final submission of documents to DEMIRES

3. DEMIRS approval and granting of drilling permit

4. Drilling schedule and timings

5. Revised in-situ value at Hussar - expectation of 20% uplift

6. Scoping study publication focused on the development of a large-scale gas separation and purification plant at Hussar, to be owned and operated by the offtake group

7. ALRA agreement as the final part of the process to obtaining ratification of the granting of the selected priority area of EPA155 from the Northern Territory Minister for the Department of Mining and Energy

8. Seismics publishing results of EP155

9. EP155 100% transfer ownership transfer by Northern Territory

10. EP145 & EP155 potential JV partners on board

11. News on 2 further prospect JVs being negotiated (Santos NDA)

#HE1 Market Cap: £52.40M the retail favourite has the largest market cap of UK Helium Stocks. At it’s Galactica-Pegasus project in Las Animas County it is awaiting drilling confirmation on the 1st of five back to back drills with its partner Blue Star Helium. At Itumbula West-1 ("ITW-1") which successfully flowed a sustained average of 5.5% helium (air corrected) from the fractured Basement and flowed a sustained average of 5.2% helium (air corrected) to surface from the faulted Karoo Group. Awaiting Tanzania Mining Licence approval before progressing further.

#MDH Market Cap: £1.32M is the lowest market Helium play, but suffers from low liquidity and large buy and sell spreads operating on AQSE. It is going through the due diligence and publishing of a Prospectus to acquire through RTO M3 Helium by 31st March at which point it may be suspended upon approval of the Prospectus and holding of an AGM to approve the deal.

A producer of helium based in Kansas, USA. It is has a number of operating Helium wells and has recently acquired interest in two further Helium producing wells on the western side of the Hugoton gas field in Kansas.

#HE1 Market Cap: £52.40M the retail favourite has the largest market cap of UK Helium Stocks. At it’s Galactica-Pegasus project in Las Animas County it is awaiting drilling confirmation on the 1st of five back to back drills with its partner Blue Star Helium. At Itumbula West-1 ("ITW-1") which successfully flowed a sustained average of 5.5% helium (air corrected) from the fractured Basement and flowed a sustained average of 5.2% helium (air corrected) to surface from the faulted Karoo Group. Awaiting Tanzania Mining Licence approval before progressing further.

#MDH Market Cap: £1.32M is the lowest market Helium play, but suffers from low liquidity and large buy and sell spreads operating on AQSE. It is going through the due diligence and publishing of a Prospectus to acquire through RTO M3 Helium by 31st March at which point it may be suspended upon approval of the Prospectus and holding of an AGM to approve the deal.

A producer of helium based in Kansas, USA. It is has a number of operating Helium wells and has recently acquired interest in two further Helium producing wells on the western side of the Hugoton gas field in Kansas.

Which Helium Stock is about to go on a Bull run?

Whilst the Parma and AI stocks have delivered fantastic returns in January could the coming weeks see a shift towards a return to the favour of Helium Stocks?

In January 2024 in London there was only 1 full Helium play in #HE1 there are now a number of players, but which is set to take off in the coming weeks.

#HEX Market Cap: £19.59M has successfully raised £5M last week to bring into production by Q2 it’s Rudyard project. Reserves of 355 million cubic feet of helium calculated by Aeon Petroleum Consultants Corp. ("Aeon") on northern dome only. Net Revenue $115.2m over 12.5-year life of field and peak sustained post-tax cash flow of $15-25 million per year using a flat helium price of $500/Mcf.

Acidisation of it’s Ingomar project for Helium and Hydrogen still to be announced provides an intriguing and news fill period, with further Rudyard drills to commence.

#MSMN Market Cap: £5.08M has cash reserves in the region of £1.7M to £2M, $1.25M milestone payment in the sale of its Stanley asset still to be received, £300,000 in warrants exercisable at 0.07. Additionally, funding from the sale of EP145 & EP155 A$900K.

Near term catalysts: Imminent drilling at 5 Las Animas helium wells, EP145 transfer approval to Echelon and payment of A$400,000 (retain 5% royalty payments) EP155 permit approval and payment by Georgina Energy of A$350,000 (retain 2.5% royalty payment), Sagebush acquisition completion, Coyote Wash Project BIA ("Bureau of Indian Affairs") approval, details of Sagebush first helium and oil well drill.

#GEX Market Cap: £5.05M since hitting the highs of 19p is now sitting at only 5.25p and has suffered from delays and bad publicity. Not to be overlooked as at it provides a different play by re-entering existing wells at Hussar and Mount Winter projects and selling helium, hydrogen and natural gas at the well head to offtake partners.

Within in-situ values exceeding over £100 Billion this is the largest potential helium play on the market and is set to drill its flagship project Hussar in March.

#PLSR Market Cap: £36.46M having recently successfully extended Jetstream #1 reached its target depth of 5,100 feet on January 11th, 2025. Expanded Reservoir: Initial data supports the Company's interpreted larger helium-bearing reservoir zone with multiple helium zones encountered throughout the deepening operation from 2,200 feet to 5,100 feet. Promising Helium Readings: Mud log gas levels containing up to 7.24% helium were encountered during drilling.

It commenced drilling Jet Stream 2 January 16. Successful private equity raise of $7.5M December 31s 2024 was completed.

Which Helium Stock is about to go on a Bull run?

Whilst the Parma and AI stocks have delivered fantastic returns in January could the coming weeks see a shift towards a return to the favour of Helium Stocks?

In January 2024 in London there was only 1 full Helium play in #HE1 there are now a number of players, but which is set to take off in the coming weeks.

#HEX Market Cap: £19.59M has successfully raised £5M last week to bring into production by Q2 it’s Rudyard project. Reserves of 355 million cubic feet of helium calculated by Aeon Petroleum Consultants Corp. ("Aeon") on northern dome only. Net Revenue $115.2m over 12.5-year life of field and peak sustained post-tax cash flow of $15-25 million per year using a flat helium price of $500/Mcf.

Acidisation of it’s Ingomar project for Helium and Hydrogen still to be announced provides an intriguing and news fill period, with further Rudyard drills to commence.

#MSMN Market Cap: £5.08M has cash reserves in the region of £1.7M to £2M, $1.25M milestone payment in the sale of its Stanley asset still to be received, £300,000 in warrants exercisable at 0.07. Additionally, funding from the sale of EP145 & EP155 A$900K.

Near term catalysts: Imminent drilling at 5 Las Animas helium wells, EP145 transfer approval to Echelon and payment of A$400,000 (retain 5% royalty payments) EP155 permit approval and payment by Georgina Energy of A$350,000 (retain 2.5% royalty payment), Sagebush acquisition completion, Coyote Wash Project BIA ("Bureau of Indian Affairs") approval, details of Sagebush first helium and oil well drill.

#GEX Market Cap: £5.05M since hitting the highs of 19p is now sitting at only 5.25p and has suffered from delays and bad publicity. Not to be overlooked as at it provides a different play by re-entering existing wells at Hussar and Mount Winter projects and selling helium, hydrogen and natural gas at the well head to offtake partners.

Within in-situ values exceeding over £100 Billion this is the largest potential helium play on the market and is set to drill its flagship project Hussar in March.

#PLSR Market Cap: £36.46M having recently successfully extended Jetstream #1 reached its target depth of 5,100 feet on January 11th, 2025. Expanded Reservoir: Initial data supports the Company's interpreted larger helium-bearing reservoir zone with multiple helium zones encountered throughout the deepening operation from 2,200 feet to 5,100 feet. Promising Helium Readings: Mud log gas levels containing up to 7.24% helium were encountered during drilling.

It commenced drilling Jet Stream 2 January 16. Successful private equity raise of $7.5M December 31s 2024 was completed.