Member Info for CaptainJack1

Time for a cheeky top up. Good news right around the corner. 2026 going to be a massive year for us. GLA. CJ

I wonder whether you are indeed holding…or have you sold and are hoping there’s a major issue so can buy back in at a lower price?

From Charles Archer’s article on 13th November re valuation implications:

‘My previous valuation assumed helium-only economics, but warrants updating based on industry comparables:

Near-term (Q1 2026 - 4-5 wells producing):

* $20 million annual revenue run rate

* At 5x revenue multiple (standard for producing helium companies): $100 million market cap (£70 million)

* Current market cap: £50 million

* Implied upside to fair value circa 40% (targeting 40p from current 28-29p)

Medium-term (2027-2028 - 20 wells producing, helium-only):

* $80 million annual revenue

* At 5-6x revenue multiple: $400-480 million market cap (£280-340 million)

* Represents 5-7x return from current levels

Bull case (hydrogen confirmed and commercial):

* Add $4 million annual hydrogen revenue per 20-well scenario (conservative)

* Total revenue potential: $84 million annually

* Apply 7-8x multiple (justified by dual-resource, zero-carbon profile, strategic value)

* Market cap: $590-670 million (£410-470m)

* Represents 8-9x return from current levels over 3-4 years

And if a major acquires Helix once both helium and hydrogen are proven, expect a significant premium to intrinsic value —potentially pushing valuations.’

Always an excellent read. GLA. CJ

Good morning ValJu, I’m of the opposite opinion to anyone selling this morning and have added more. So much to look forward to, lots of great news in the near future, some may say ‘transformational’ news. After we breached 30p and hit all time highs, I didn’t think I’d be able to buy in the 28s again. GLA. CJ

Hopefully 30p will go this week, and sooner rather than later…lots of positive news to come in the near term. GLA. CJ

He3 - look at pulsar…just saying…wow!…GLA. CJ

Wow! ‘A key indicator of Rudyard's long-term potential as both a helium and hydrogen source’. I was not expecting that! GLA. CJ

All pulsar holders, many congratulations. I’m in another helium play (hint: not He1). Was going to get in here around 24p…wish I had now! All the best, great to see you smashing up into the 50s. Amazing! GLA. CJ

Just a query. If Trump imposes 100% tariffs on China, is this a good/bad thing for HEX: a Montana-based, helium producing company whose market will be USA-based and appears to have most of the parts for its processing plant lined up and nearly ready for production? ATB. CJ.

Thinks on track, roll on October production. Well done Bo and the team, continuing to deliver. GLA. CJ

With production on track and due to commence next month, I wonder if we’ll have a crack at 30p this week. Seems to be hovering around 29p on the OTC. Might hear some news of off-take agreements this week with any luck. Surely +30p isn’t too much to ask for…! News of the next well soon too? GLA. CJ.

So closed at about 29p on the OTC in the States? ATB. CJ.

How long until off-take agreements are announced do people think? Surely not far off considering production is just around the corner…? 🤔 GLA. CJ

Evening BB & Brent, any idea when the OTCQB market closes UK time? Is it 9.00pm? Things hotting up over the pond at last, exciting times ahead! ATB. CJ

Excellent news: “The Inez #1 well delivers another productive outcome for the Rudyard Field, adding additional volume to our plant and further validating the field's commercial potential. Importantly, this well was designed to maximize the science we can extract from Rudyard…..The helium percentage recorded at Inez #1 is as high as observed from any of our wells, underscoring the strength of the system.” Wow! GLA. CJ

Lord - all I did was post a direct quote from the RNS - as did you. Both you and Nano were correct. That’s all I was saying. You both quoted from the same RNS. GLA. CJ

The RNS does use the word ‘anticipates’:

‘Flow testing is planned to commence as soon as a workover rig is available to arrive on site.  Testing will focus on the principal gas-bearing intervals correlated in wireline logs and will include flow performance data, helium grade and gas composition.  All required downhole hardware for planned testing operations is on site or in transit, and the contracted workover unit is expected to mobilise no later than early August 2025. Based on current schedules, Helix also anticipates commencing testing operations in early August 2025.’

Yes plausible, but then why say ‘early August’ for workover rig mobilisation in the recent RNS? It must have been booked in for Inez. I’m sure we’ll hear something this week…in Bo we trust! GLA. CJ

Could be because in his interview, Keith states that construction of the production plant is ‘moving forward very quickly’, they’ll be moving it to the Rudyard site ‘in the near term’, production will be ‘in the very near term’ and it’s all ‘on-going, ahead of pace’. Very positive messages coming through imo. GLA. CJ

Last RNS said work over rig mobilisation in early August. I imagine it will be in transit or on its way soon. Think it’ll mean a little more waiting for actual results but you never know! GLA. CJ