Member Info for Bridgedogg1

Moving now??

No other company has more data on where there isnt oil than 88E

About time HE1 went on a good run

Helium market pricing / supply-demand dynamics

Galactica production ramp (flow rates, uptime, more wells online)

Helium sales & offtake agreements

CO₂ monetisation

Rukwa farm-out progress / partner announcement

Recent cash raise

Brickability’s shift is being driven by tighter UK building safety rules—especially the Building Safety Act, stricter BSR gateway approvals, and legally mandated cladding and fire remediation—which are forcing upgrades across existing buildings and creating sustained demand for higher-margin contracting work. Against this backdrop, its an extra £200m+ pipeline of regulation-led revenue stream that is less cyclical than traditional brick supply, so its protected from the upcoming downturn. I believe that details on the pipeline of contracts will have been shared with the bidders though I expect they already knew that they exist, its just the market pricing that is well behind the curve on this one.

Galatica is peanuts right? Does it cover company overheads?

What is the route for shipping to China?

What the P&D is going on here then?

£637.1m Group revenue

£50.1m Adjusted EBITDA

Below are the major acquisitions made by Brickability Group PLC

Topek Southern (2024): A major acquisition for up to £48m to strengthen the group's cladding, roofing, and curtain walling division.

ET Clay Products (2022): Acquired for £11.6m to expand the import division and supply base.

Taylor Maxwell Group (2021): A major acquisition for £63m, one of the UK's leading suppliers of timber and façade solutions.

Modular Clay Products (2022): Taken over for £4.75m to boost European import capabilities.

Other Acquisitions (2019-2025): Including various smaller bolt-on acquisitions in the building materials and contracting sectors (e.g., Bathroom Barn, Crown Roofing).

I expect another offer. The share price hasnt been over 80p for 3 years so in the region of 72-75p.

Sell on news…

Seems like atlas are trying to get the shareholders to pressure the BOD to engage with full due diligence.

How does the shipmen get to China, I.e. Hormuz or no Hormuz..

Flow and pressure build-up testing of the Jetstream wells is anticipated to commence in late March or early April 2026. The Jetstream wells continue to maintain a 100% success rate of intersecting pressurized gas.

Potentially some sneaky buys in known initial results?

Seems like this will be identified as a strategic asset

PH selling is pretty much the only negative that I was concerned about. The price is still very close to placing so should be supportive

Sorry thats £1.2m per year to bottom line

Massive cut back of admin costs

£450k to bring online 85bopd sitting idle x$40 netback = $750k per year

Costs dont change, cash flow increase increase by 6x

Funds to be used to drill Fouke type wells. Good quality 3D seismic. only 1 of 4 horizons have been drilled to date.

Thanks BC but no one answered my question. Hope you didnt lose it all on HARL and now bitter posts is all that can be expected?

Hi, Im not trying to deramp at all, just trying to understand the company. I see the NAV was around 2p per share prior to the recent placing which would have resulted in a small increse to the NAV with with the £300k investment but a reduction tot he NAV / share assuming the company is just absorbing the rest of the cash proceeds for working capital purposes. Hence my question.

No not invested.

So £730k raised in December but no new investments. Now £925k raised and only £300k investment.

So thats £600k cash burn per 6 months?

I do agree that people should read the recent RNS and that this has been an absolute disaster in the past. The current mcap cap following the cash raise now positions this as a great opportunity.

The lastest financial report showns that we are at last breaking even

The favourable ruling on the Fouke wells shows what could be achieved on the 100% acreage

The cash raise will pay for step improvements in production to pay for Fouke type wells 100% which will multiple production in short order