Member Info for Cocobeans

I think we are all in agreement that the price will be higher or substantially higher at spud than it is today and therefore that in itself tells us this is the level to be buying whether you want 12p ,15p or 20p , we will all be making money

Buy, hold or add and hold

No way do you want to be out of the best potential upside on AIM for remaining 2023

We have a fixed value driving event, and many here will buy once we have a crew and then the price they will be paying will be over 10p for sure

For any large amount again

Market is waiting for next news and wants to shake a few out it seems

Times- https://www.thetimes.co.uk/article/full-disclosure-ian-cowies-share-holdings-ckcqjfqgb

I still not think the market has got close to pricing in HE1 drilling in 4-6 weeks

We are BELOW last year high of 14p where we didn’t have a rig

This is without having more news coming up and the fact we now own the rig so future drilling is secure

The saving of $1m in rig transportation is fantastic news too, as it means we remain funded after this drill (fully funded) and we have the potential of immediately drilling again

Notwithstanding the economics of this drill and the upside being 10x plus global interest

If this well isn’t a success then we have NHE results straight after and a rig ready to drill more

The downside risk is a lot less than a few weeks ago,

The only issue I see here is Lorna not going to more than proactive to tell the story.

I’d like her to engage with more news outlets as I think the prospects would be very interesting to the US and ASIAN investor market

As for some posters subtle de-ramps- just note the weekend after that Friday and anyone positing in the middle of the night, knows their posts will be seen for the next day.

They aren’t ‘for balance’ BUT it takes all sorts

I’m invested here, I acknowledge the downside (which would be short term, should the drill miss) but the upside massively outweighs that and therefore I’d rather focus on that

BIG week ahead for HE1 as we enter into August the following and the civils will then be completing

Any size

Last hour of the week

Good consolidation this week

I agree - we are ahead of the timeline and I believe we are going to take the market by surprise as the company want to over deliver here imo

The drill pad and rig will be completed and Mobilised in mid to late August, so spud August!

As I’ve said before, this is the best AIM play that hasn’t even got to fair value left on 2023

No other stock has the upside potential in a short space of time does HE1, so I expect lots of speculative traders to enter once we get the next bit of news

Thinned out now. No major sell trades today either

Feels like we have unwound the techs ready for the next leg up.

Was expecting an update on Rig today but maybe they are holding for next week

Hoping for:

-Rig and Crew announcement next week

- PR on Civil works

I’m also keen for them to get a broker note out there!

Things are all coming together

Rig arriving, drill pad will be complete early August, rig mob mid august, still think we spud late August,

We have a rig that’s able to srill 2400mtr , we only need half of that.

Expect things will move quickly here either on discovery, or not, as we will drill again imo

Expect some PR on the RIg and hopefully an RNS on crew in coming day/s

Production, says Blaisse, could come as soon as 18 months after a discovery.

So this is a company that could get very big, very quickly. Watch this space.

Https://www.proactiveinvestors.co.uk/companies/news/1021239/helium-one-will-shortly-be-drilling-at-rukwa-and-this-time-with-its-own-specialist-rig-1021239.html

This morning

Run out again at 9.3 with any large purchases now going NT

REALLY dont want to be short or left out here, as we are entering a mini news flow period which will push this onto the next trading range on the build up to spud!

Pleased we are basing for next wave of news which Lorna has already stated will come

Pricing has stabilised now, and forming a new area for next push up, the seller from yesterday has gone, so buy side volume, should see us back at that 10p. as Lorna suggested equipment on site today, hoping for some further PR (tweets) or an RNS this week from today onwards

once that happens, we should be into double figures awaiting crew appointment news etc

The moment that shareholders have been waiting for, so I make no apologises that I’m excited. If you aren’t, then maybe you shouldn’t be invested

We couldn’t be in a better position as holders of HE1, as I’ve said there is risk but it’s mitigated and if I need to explain how, then maybe your not grasping the significance of owning a rig.

If the company completely fails, we 100% own an asset that could in itself generate $10m+ a year plus in revenue, self financing the company- we have never had that optionality.

So again, feel free to breeze past my posts but I don’t see people chasing down the embarrassing de-tampers from the other week that called this so wrong, and at that stage I was providing a balance.

Now I’m excited about the prospect of HE1, the upside is why I invested and I’ll continue to remind myself of the prospects

Happy investing ;)

They had HE shows before, its almost 90% chance they will have HE shows again

what do you think the market is going to do when they are drilling and reporting "initial encouraging results" ?

if people arent putting the story together, they are missing the biggest opp on AIM for 2023!

the drill let them down before becuase it was the wrong rig- thats it!

Think a few are going to be caught out here! NT for any size

market clearly dont have a supply of stock- who knows maybe sold itself short as is very fragile

maybe a large buy will show up

either way news is inbound this week

Only on ask then its NT

market has taken a small breather, its nearly ready to go on its next move up

still below the 14p we were sitting last year without a drill!

buy and hold

In the proactive interview last week (tuesday) Lorna said that the rig is in country and will be on it ways to site and should take a few days, in the Zac interview, (recorded last week) she said should all be there by mid week, (ie this week)

could we get an update on this tomorrow or at least some PR around it

hopefully they can get the crew announced at the same time - that will push us back over 10p and beyond imo

The risk of total failure has been mitigated, before purchasing our own rig, we had a one shot drill. we all know that if they failed there, it was unlikely they would have been able to secure another rig next year and we would have run out of money etc etc

NOW- we own the rig, saved $1m in rig transportation costs and therefore, the risk of pretty much total wipeout is mitigated as if we miss the first time, there will be a sell of but we have several more bites of the cherry as we have a rig onsite to use as we please

so id say for us investors we have mitigated risk here, the drill is the lowest risk prospect , which showed HE previously, you have been around for long enough to know that there is risk with all drilling but this is no longer a one and done drill and is no longer black or red either. we have optionality

notwithstanding that we can lease the rig out that could also pay for future drilling operations, plus we can now drill our other prospects, that we all ignore

company has risk associated but it certainly not as high risk as a) not drilling b) one drill and done c) total failure with no resource to return for 1-2 years

in addition to this we have an over spec rig that will drill our prospect in 10 days, so we are de-risked from having a crap rig like we had before