Member Info for dai2belts

Thanks GolfGains, just hope it does not get like the syme BB

Institutions seem to be moving to greener investments so I think there will be plenty of interest with this stock being added to many portfolios once proven. Managed properly this company has could enough helium to last decades.

Just seen a section of the Canaccord report suggesting dry holes could mean a 3p share price, a lot of money to lose.. Its hard not to top up when you don't see the money leaving your hand.
Lots of potential though..

posted by loz786, good read
https://twitter.com/Belcourtoi/status/1374276613651771393/photo/1

Thinks its been said each well should take about 1 month, first spud MAY sometime

There seems to be some variation in the costs of the exploration wells between reports, up to $1m each.. At $1m per hole the drilling companies agreement makes me think the COS is better than 20%
"Low-cost exploration and appraisal–
We estimate that the exploration drilling cost for a Rukwa well is just US$1mm per well versus our base case unrisked NAV of US$300mm for an average prospect of 6bcf(P50)."

https://mcusercontent.com/110d0aa5f5d9bf9478796664e/files/58194820-d910-4c75-b085-a151b97344ee/Helium_One_Initiation_note_Final_14_Dec_2020_RB2.pdf?utm_source=H%26P+Master+Contact+List+%28Sements+and+Tags%29&utm_campaign=78f95cbff0-EMAIL_CAMPAIGN_2019_05_20_02_05_COPY_01&utm_medium=email&utm_term=0_dd4f91613c-78f95cbff0-371771967

https://www.mathesongas.com/industrialgas/pdfs/bulk-Helium.pdf
1l liquid= 26.63cf.(gas)
euro40=1l=26.63cf
(1mcf/26.63)=1000/26.63=37.55
37.55x40=e1502/mcf
$1.19 to Euro
$1787/mcf

from what I can find...
depending on temperature..
helium, gas, 0.164 kg/m3
helium, liquid, 147 kg/m3
Ratio:-Liquidx896.3415=Gas
Euro40/1l(liquid)
e40/896.3415=e0.04463 per Litre Gas
1000l to 1m3
1000x0.04463=e44.63/m3
$1.19 to Euro
$53/m3,
28.32m3=1mcf
$1504/mcf

all that then I read this...
metis posted this
"Anecdotal reports of end users paying upwards of $40/l ($1,500/Mcf) "

$53/m3 thats x2 my alibaba price but 1/2 air products.

Not thought too much on this or checked, was that a litre compressed gas.
Those 47l cylinders contained 8m3
Uncompressed 47ls is 0.47m3
Gets even more complicated..
47l(200bar) Volume 8.5m3
47(300bar) Volume 12.2m3

You kept that doc secret, going to have get some reading beers tonight..
I keep thinking buy more shares, but the 'too good to be true"s are other peoples finds.
But you are the other people ;)

All the different volumes are confusing..really thinking hard about this...
That's 80Euro for a full 2l pop bottle.
Must be a special NHS rate, thats about 1132 Euros a ft3,
really got me doubting myself, lol

Big gas escape in the P50 rating though..

The estimated P50 unrisked values are based on 4.2% helium by volume while the seeps are showing ~10.5% helium. If the 3 targets are close enough to the 10% seeps, then Mbuni alone could hit the combined 17bcf(£1)estimated volume..

Using 10.5/4.2=2.5
Possible x2.5 more..

Kasuka------5bcf--30p--(x2.5 could be 12.5bcf )
Itumbula---5--32p --(12.5bcf)
Mbuni-------7--40p --(17.5bcf,)
total --------17--102p -- (42.5bcf)
Dont take my word for it though, all info is in the report to check..

Found a wholesale price on alibaba $15-$25 m3, 99.999%, not sure if its up to date.
At $25 works out ~$707/mcf
At $15 works out ~$425/mcf
£1 sp is based on $250/mcf..
Air products sell 47L Cylinder Premier Grade(99.999%) £610+VAT
I worked that out to be $119/m3
Each cylinder 8.5m3 is approx 300cf, so 3.33 cylinders = 1mcf
But dont trust my conversions..

No losses during
Linde:-Optimize the transportation of liquid helium and ensure smooth delivery anywhere
in the world – by sea or road, not rail. Cost-effective delivery worldwide with no losses over long periods of time, great than 40 days..
Our containers use a liquid nitrogen (LIN) shield between the inner and outer vessels to ensure that very little heat reaches the liquid helium. This minimizes the pressure build-up in the helium vessel. As a result, our containers can transport liquid helium for at least 40 days and, depending on operating conditions, even over 60 days.

https://www.linde-engineering.com/en/images/UN-portable-tank-for-helium_tcm20-281285_tcm19-588803.pdf

https://www.youtube.com/watch?v=wjm5k6Kf-RU

Watch this video..
Its not pumping tradeflow, it gives lots of info, helps understand the workings, issues, technologies and solutions.. Possible synergies with syme..
Why sell, why do people restore cars then sell, because they are ready to do another..
Could be they have another business in mind, who knows, lucky AZ..
https://tradeflow.capital/video-introduction/

Use of proceeds(not sure how accurate)
Corporate G &A 250,000 5%
Tanzanian G&A 130,000 2.6%(Total G&A 2021 seen $2M)
Salaries-----------450,000 9%
Licences----------740,000 14.9
Fieldwork---------250,000 5%
2D Infill------------900,000 18.1%
Drilling ------------1,900,000 38.2( seen 3M)
Well Evaluation--360,000 7.2%
Total US$4,980,000
http://www.helium-one.com/wp-content/uploads/2020/12/20-12-08-FinnCap.pdf

Informative video..
https://tradeflow.capital/video-introduction/

wont be long before some here will be able to invest in this fund..
https://tradeflow.capital/cemp-nr-capital-trade-flow-fund-sp/
or this fund
https://tradeflow.capital/cemp-euro-trade-flow-fund-sp/

Sharebel, good points but language is a bit strong, almost shorter..
I think we have a team of rampers working this BB, all in, top up, going north, everybody hold while we sell on the highs and buy dips....Its great to shout a buy, but not a sell and taking of profit..
This really is their dream share..looking back I could have sold and bought back 4 times, and be on a free ride, so holding has been a poor short term strategy. I did not miss any of those opportunities just decided to hold, hats of to those who took them..
Remember it was only this month everybodies was money out of reach, possibly lost..
Not a problem if its out of profits...but could be a wipe out for someone starting out.

Recently was working through another shares history, by coincidence it announced an acquisition, only to be suspended for financial reasons..Mind you its back and the sp is flying at the moment..

Everybody has their own risk levels I guess,
Who Dares Wins for some

https://dlt.sg/dltledgers-and-tradeflowcapitalmanagement-join-forces/
https://tradeflow.capital/
No.1 SME-focused trade finance fund in annual net returns to investors in 2020, as reported by Preqin Alternative Investment Database records

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looks like they are still going and building their ship..
Are there any operational commercial airships?