Member Info for CrustyPete

Maybe SW is all ramped out?

If only? We can all live in hope 🙄

"Fantasy", really mj152? And "spelt" is spelled "spelled" mj, unless you were suggesting that in fact "spelt" is not, in truth, an ancient grain and was totally made up?

Oh look, post removed - I wonder why - truth hurts, eh RoT....?

Fawning, porky boy sycophant 🙈

Two peas in a pod..... arrogant narcissists.

the "rns machine" is not the only thing that is broken...... difficult to find something in this "**** show" that isn't. it is difficult to understand how a bod could undermine shareholder value so effectively without it being by "design" rather than through pure incompetence.

You may be right Eau but the question being asked was how much not where from? Indeed I would still not be totally confident of where of the various options available that will land - a combination of JV advanced payment and Bank lending would be my guess.

Well on the known information that all 20 -30 wells and a full production facility is being estimated at $75 -100m - 5 wells and with a production facility built on a modular basis, I would suggest something pro-rata plus an added figure for "front loaded" costs and planning, maybe $15 - 20m?

Volumes are not huge - had there been news in the background I would have expected to see more buy volumes. Indeed big rise on not a lot of trading.... will it last or will some be tempted to sell into it on Monday? That has been the recent experience.

Let's hope we do get news next week and this rise is sustained.

Goodnight all and I wish you all a lovely weekend.

Current "official" spread is 1.20 - 1.35p but am being offered 1.255p for 1, 2 and 3 million shares - cannot get a price for anymore - so only limited liquidity.

Well time will tell but based on all that has been reported to date, I do not think that M&P timelines cause ARA too much of an issue. There is every reason to think that the M&P rig could become free in Q1 2026 and I don't see that as being problematic; indeed it is quite likely that they won't be in a position to move any sooner than that anyway?

If we haven't have heard anything more definitive on the subject by 27th July, I will make a point of finding out.

295 BCF? I think it is - but for Itumbula only.....

Then Mrnewbie, if you are confident, play the MM's at their own game..... Buy when they drop the price - though the wide spread may make that tricky...

A good summary here:

https://www.linkedin.com/company/helium-one/posts/

4.5 bn actually, across the entire Rukwa license. Also reitereated that this was very much in line with the company's own internal estimates. There is the potential for considerable uplift on these numbers as appraisal of the area expands.

For once, I agree with SW. Stronger numbers first thing today..... let's hope it continues.

So an RNS was indeed made ahead of today's investor meet....

Quite right EE, the phrase "We are also progressing plans on our commitment to unlock the full potential of our innovative GlyMab® platform by establishing Glymab Therapeutics Ltd." was the stand out item from my perspective. Trials progressing well, yes, but this phrase seems to indicate that the Glymab platform is being set up for "monetisation"...... and more than justifies today's "Investor Meet" event.

Maybe, this time, the Investor meet might well create a bit of excitement and act as an sp catalyst? Here's hoping.

I look forward to the reports.

Indeed Stuart, but then when was it any different?

I see that the ROT has responded but, as his retort will, no doubt, simply be yet more of the typical, smug, self-satisfied complacency, it is very easy to ignore.

Well at least he thinks he is being clever and amusing..... just a pity that everyone else thinks they are really dull. 😉

The one thing we can be totally confident of is that without an RNS in the morning it won't be anything significant, material or otherwise price sensitive that we don't know already - hence my earlier question. What are the BOD hoping to achieve.

Unfortunately I will not be able to "attend" the Investor Event in "real time" and so look forward to some of our number updating the BB with any material or even interesting new material.

Until then GLA.

I see the Green Boxes are still very much in evidence though, thankfully, far fewer of them. So what will they contain now? More arrogant pomposity? Self-important disdain and personal attacks on other posters? Maybe both? You can guarantee that they won't contain ANY useful, relevant, current analysis or information regarding the subject of the BB, that is for certain.... and so remain as equally tiresome as they are irrelevant.

Blubay you say "They suggested that key numbers would be published to market from the CPR (based on the feasibility studies) when it’s done."

Sorry to contradict you but I am not sure that is quite the case - LB did say that they would reveal aspects of the FS once the ML award has been made official but at that time there was no reference to the CPR and at no point to my knowledge has the BoD ever made any association between the CPR and the FS....

Perhaps if I have missed it you could point me to it?

Nothing new m152j, after all, we have experienced similar for many a year - AEX and then latterly ARA have always been totally reliant on TPDC and TG for "progress" and that was never likely to change. However we do have an AGM in a month or so, so if nothing changes before that date, at least we should find out more at that time.