Member Info for Brentw1

They did and it turned out to be nothing related to Hex. Mining for some rare metal from memory.

The more I watch the news and the more I think about Tier 1 suppliers having a third of the world’s helium supply potentially being disrupted, the more I think that Hex could completely rerate next week. If I were Linde or Exxon with contracts to supply Space Ex or industry, I would want to secure as much as possible of any high quality domestic production. It’s a no brainer.

I don’t like predicting share prices (there are cleverer people than me who get it wrong all the time) but let’s put it this way. I would not be surprised to see the forties or fifties in the next ten days.

Maybe we can finally leave some of the £50 traders behind and get onto the 30's good and proper Troj.

The immediate value here is the Helium, followed by the Hydrogen. Don't get distracted by the HE3 being worth a fortune per kg. It will cost a fortune to separate it out, and whilst fun to have, 20 Helium wells is serious dosh.

If no GHOST, then the company is only worth 10 times the current market cap!

Quote from the article.

Secretary Burgum: "Well, I won't jump ahead of any news. But of course, one of the things that our country used to be great at was mining. Montana has been, is a key energy partner and a key mining partner. We got to get back to the business of that. We gotta, it's not just drill, baby drill, but we gotta mine, baby mine “

He then goes on to talk about mining and metallurgy degrees.

The article is clearly focussed on mining, not drilling. Thats not to say Hex won’t feature somewhere/somehow but I’m not holding my breath before folks get too excited.

Speculation on Telegram Troj that warrants being converted. Interesting discussion with potentially some merit imo.

No Pension Investor, its from last year (ffs!). Lol.

I see that the sp is going back up towards a more sensible level. Presumably some peeps have thought to themselves, 'wait a minute, the drop here is stupid!'.

Thanks you for some really good posts in the last 24 hours BBN.

Despite the minor delays (yes they are minor when you look at the timescale to production from IPO) and the odd problem here and there, this remains the best risk/reward share in my portfolio. Even the drill string issues at Inez are nowhere near the scaremongering that has been prevalent over the past couple of days. Some AI searches on the issue talk about catastrophe and millions of dollars...............and then you realise they are often talking about offshore rigs, TD's of 20,000 feet plus and sometimes 90 degree bends in the bore pipe! Inez ia a simple hole, on land in Montana that is not that deep! Bo has also categorically stated in the latest interview that there are no issues for either the Helium or the Hydrogen.

No sign on the horizon for me of the placing or fund raising that some posters seem to be hellbent on predicting. I cannot believe that the latest broker note predicting cash at 2025 year end being $3 million would be that far out and we are 2 or 3 weeks (at most in my estimation) away from 99.999% Helium from three wells feeding into the cashflow. I would not discount a raise for the purposes of exploiting the Hydrogen (although Bo has already implied a JV) or for something like a liquefaction plant, but not for further drilling at Rudyard or Ingomar in my opinion.

There have been mistakes in communication from time to time but I don't believe any intent to deliberately deceive or mislead. More down to enthusiasm and optimism probably and I don't have a problem with Bo and his leadership of the project in any way shape or form.

We minnows (the retail investors) will have little or no impact on the SP apart from relatively minor swings based on a mix of genuine sentiment, ramping and de-ramping activity or the purposes of trading (and AIM remains an unpoliced cesspit at times). What will dramatically change the picture will be when the institutions and the bigger funds take notice and/or the tier one folks start sniffing around for a takeover. We have already seen the impact of Drachs where a dilution sent the share price up.

Any of this activity once the cash starts coming in will be what causes a rerate and with only 180 odd million shares out there, it could be fun!

Anyway, I will continue to be educated by some of you, to enjoy the ride and to be entertained by some of the more ridiculous posts that pop up (and sadly that will not include Bagzzz as he remains in a green box for eternity LOL!).

No clue as to what you are talking about Beesty?

Bagzzz is just a green box in my feed. Only person I have ever filtered so I know it’s him. Chuckle….

Sorry to be picky accipiter but 99.9% is not what Hex are producing. Bo stated 99.999% which is very different. See below for the various tiers and grades.

Helium is classified into several purity tiers (grades) based on its percentage purity, commonly denoted by a "N" grade system where the number indicates how many nines are in the purity percentage.

Zephyr Solutions

Zephyr Solutions

+1

Grade 6.0 (99.9999%): The highest purity commonly available, often used in semiconductor manufacturing, advanced research, and as a cooling agent for superconducting magnets in MRI machines.

Grade 5.5 (99.9995%): Ultra-pure, also referred to as "research grade," used in chromatography and fiber optic cooling.

Grade 5.0 (99.999%): High purity, used for gas chromatography, mass spectrometry, weather balloons, and specialized laboratory research.

Zero Grade (99.997%): Contains minimal contaminants (often less than 0.5 ppm hydrocarbons), suitable for calibrating measurement devices and instrument operation.

Grade 4.7/4.8 (99.997%–99.998%): Often considered high-end industrial grade, used in leak detection, pressure testing, and breathing mixtures for diving.

Grade 4.0/4.6 (99.99%–99.996%): Known as "balloon grade" or "industrial grade," used for party balloons, blimps, and general industrial applications.

Agree ST. OTC has zero impact on the sp at the moment. May change with volume but less traded in a month than some days here (may even be since it opened but cba to check).

Agree ST. OTC has zero impact on the sp at the moment. May change with volume but less traded in a month than some days here (may even be since it opened but cba to check).

Drop in sp significantly overdone imo.

That's why the last machine on the PSA plant line is a gas analyser.

We should be aiming for 99.999% (tier 5 or 6) to obtain premium rates

James, I think it shows the lack of knowledge and understanding of some of the investors here lol

I am disappointed but I am not going anywhere or selling any shares. The helium and the plant are still there!

Yes, the communication is awful having created expectation (never mind the choice of words) but this will be generating revenue very soon. Selling now would be foolish given the facts.