Member Info for Da_Gee

critically parties seeking to participate in the proposed raising.".. These same parties would give us money if mosman share.is £20-£30 million mcap dilution yes but nome of all this headache.. We need £5 million for seismics and one drill approx.. I was initially thinking 70% give away... Looking at what we need i would give away only 10-15% for £5-7million.. We are hitting billions worth..here. We done the hard work... Heard he is in Abu Dhabi tomorrow to meet people.

We need a re-rate for mosman.. Mms need to let go and not give away cheap shares. Messaging JB we need approx aus$10 million to do seismic and one drill. £5million over the next year.. Which in the grand scheme is not much..my view Re-rate will put an end to a separate listing .. And if cinnibar 2 on the ex bp field comes in we could sustain ourselves as well and pay for costs in AUS...a higher sp supports all this.

Sweatystock.. Yesterdays timelines are all speculation yet.. Separate listing is a proposal yet.. Key is nothing is signed and put forward to shateholders. We are still receiving more enquiries and offers.. A JV cam come at anytime... Key is Mossman needed attention and its getting that currently.. Yesterday's news was an update only. Nothing finalised.. Even if they do start the process of listing in q4 we may get a few more chinese on board.. Key here is Mosman undervalued and thid does not allow it to prpgress. Hope to recover baxk to 0.08 awaiting further news.

to vote on regardless what all the BODS think its value to shareholders or not. We have a say in all this. Unless he gets a JV next week all options are still open. If the 2 chinese companies are willing to buy the helium /gas / hydrogen then im sure they will want us to get the seiismcs and drill done.. Else no point having an agreement with a company when they do not have the funds to do the seismics.. Its a step by step process as per jb comms earlier on. I say watch this space. Todays RNS was just an 'UPDATE' only nothing more or less.

Note from the TG. I can only announce what is agreed and1. signed up.

I can not announce what may happen. That is a strict NOMAD rule. People speculate all day long and the blogs are not worth reading in my view.

If Mosman ends up with 30 or 40% of a new co which is fully funded to do seismic, etc, then that is the same as diluting in the project. Only difference is Mosman will have corporate entity in between. Shareholders will then be able to easure the vale of the shares.

Whether we sell or pass son those shares to existing Mosman shreholders is a different matter and is something that has not been decided as yet.

We did attempt to make it clear in the RNS that there is allot of work to do as yet.

In respect to the offtake, you may well think it has little value, especially as it is non binding.

But it is an important commitment from a Chinese helium producer. It is the start of the process and enables us to move forward with more confidence.

When we have resource numbers and production plans we can then move to full agreements.

This is a step by step process.

Now we have Minchin, offtake, agreement to list, and lots of expressions of interest. Already after todays RNS I have received fresh enquiries.\, which may or may not lead somewhere..

70% is normal we get 30% with free carry if all thumbs up helium is found thats worth billions. Our mcap will not be £6 mcap. Ep 155 we have 25% if they take us to drill then we are 10% if they hit helium could be worth x millions and mosman in a better position.

4. At the JV level. With all that is going on. I hope the 2 companies with off take agreements JV with us to get it to a drill and then buy our helium.

All this no doubt will come to a resolution to put forward to shareholders to vote on.

regvarny Mosman owns 25% of rp 155 with GE. With option to take it to 90% still retaining 10% .

Fyi afzal was here for ep155 jv and georgina energy.. They did not ipo and the poor guy had health issues... Now its a different ball game its 100% owned permit of mossman.. We initially paid a lot of money for this permit just read the old RNSs.. Trident aquisition and paying the debts off .. I calculated £26 million alone on that plus all the work done to date.. We wil find out soon.

Protecr ciodt --Bought 80% of ep145 from trident energy in 2014 for 2.89 million shares.. That alone based on the ipo price was worth £23.1 million

Ally:
The Company has also issued 265,858 Shares (“Trident Creditor Shares”) to various creditors of Trident in full and final settlement of amounts owing by Trident to the respective creditors. 225,858 Trident Creditor Shares are subject to 12 month holding lock.

2.1 million to trident creditors..

On £25 million spent already in 2014 for ep145 just to aquire it.

17th dec rns

The Directors of Mosman Oil and Gas Limited (AIM: MSMN) the New Zealand and Australia focussed oil exploration and development company have today issued and allotted 1,000,000 Trident Debt Shares at a price of AUD$0.50 (approximately £0.26 per share) in full and final settlement of AUD$500,000 of debts owing by its subsidiary, Trident Energy Limited (“Trident”), to current and former directors of Trident in accordance with the terms and conditions of the Bid Implementation Agreement dated 22 August 2014. The Trident Debt Shares are subject to a 12 month Lock-In.

Big difference between EP155 and Ep145 we are at an advance stage for our Permit ep145. .. And there is big value to it.. We did pay approx £25 million ..dyor

We may not need to raise we may get upfront money for ep145 .. We paid a lot for the permit during the trident aquisition in 2015 -2016 approx £25 million bssed on the shares issued and accepted by them.. Plus all the survey and licensing to date including costs, consulting fees all adds up.. Plus the value increase and the area being de-risked. I believe there will be upfront cash as well in the deal to strenthen our balance sheet.

We are on the cusp biggest moment in Mosman history just look at the history of Ep145 and how much we paid trident at the time.

Bought 80% of ep145 from trident energy in 2014 for 2.89 million shares.. That alone based on the ipo price was worth £23.1 million

We are barely valued for US at £4.5 Million Mcap.. 1 encouraging proposal and plus the chinese coming next week.

Lol i just could not stop lauging where were you when this hit the lows of lows... With the chinese coming within 2 weeks they will throw away all your charts..

It is clear to the Board of Mosman that the value of both groups of assets in its portfolio is not reflected in the market capitalisation of Mosman. The opportunity is to determine the best way forward to maximise the value of these assets for Mosman and its shareholders.

Since the publication by Mosman of the Prospective Resource for EP 145 and given the international focus on Helium and Hydrogen, Mosman has received several enquiries in respect of that permit. Mosman has also received a farm-in proposal, which is encouraging and is being evaluated. In addition, the Chinese group which had signed a Memorandum of Understanding in the pre COVID era has scheduled a site visit and commercial discussions in mid-April 2023. It is currently impossible to determine the potential outcome of those discussions.

*************+ZwsN6SaGWP02NWFk. If you want to join.. Been buzzing all week and growing daily.

While it is good to see Morgan Stanley (loose change for them) and Spreadex come on board.. The fact we are in this range is beyond belief? Mates rates or the MMs taking the mickey? 5? of shares is a lot of shares 340 million crossed llast week thursday. I want the bod to explain this.

wish it was 1.5 billion reserves as i would have got a bank loan to buy them out. Its 1.5 million and what that means for US operations alone and cinnabar lease.
Mosman Oil and Gas

1.5 milliion x $30 = $45 million
1.5 million x $40 = $60 million
1.5 million x $50 = $75 million
1.5 million x $60 = $90 million
1.5 million x $70 = $105 million
1.5 million x $80 = $120 million

Foundamentals have definitely changed here with good US operations, EP 155 Georgina IPO funding close end of this week.. Plus a possible announcement next week of IPO date. EP145 jv partner possible review of proposal plus chinese finally coming mid april. Morgan stanley on board should certainly raise an eye brow with investors. Finally with over 200 million shares traded monecor should be almost gone.