Member Info for dai2belts

Zphr up 14%, looks like the sellers got it wrong, and also I for taking the selling as a signal not to buy, as its done 100%, and is more than a 3rd of the brokers guidance... Thought I escaped getting spiked...

Genie did similar, in came the sellers and away it went..

Cana rating 65p

BB comments

looks like Sandgrove and Bank of america are done selling

1P NPV10 of $144 million(2021: $139 million): 2P NPV10 of $215 million (2021: $190 million

Ring fence tax losses of £259 million

Croatia results, Then SSE mou activation , Hit 37p on announcement of mou

BB

=========================

star still producing 17% of all the UK onshore oil - 2nd highest producer

star still producing 5% of all the uk onshore gas - 3rd highest producer

Https://drillordrop.com/2024/03/04/uk-onshore-oil-and-gas-production-in-charts-december-2023/

BOIL, calls the flow test a DST ?

Noble said they were performing a Mini DST for their initial gas sampling as it was cheaper than a DST.

He1 said they performed a DST to flow their 4.7%, and returning to perform an extended well test, which is now sounding like a DST..

Initially DM said the DST was a packer test, sealing off above and below the zone to be tested, with an attempt to flow.. Now would that attempt to flow have been done reverse circulating the tool, just like Lorna described ?

Always half the picture..

Star, no news either..

MMMMmmm results expected by late January 2024, on schedule with the planned work programme. Nothing yet, price should be going down on such a big delay or has use missed the update ?

Broker price 65p ??

Nice to see this can be quickly and cheaply monetised, lol

Mmmmmmm......on the leader board, at a low,,,

MC £4.21m,

936.60m shares in issue

high of 0.95,

low of 0.325.

· Cash at 31 December 2023 of £684k (2022: £595k)

Premium Share Purchase at 1.5p ? 0.4p today..

December 2023: African Mineral Sands Pte Ltd ("AMS") completed purchase of 250,000,000 shares from existing shareholder at 1.5 pence per Ordinary Share

the sale of Aftan

================

aggregate payments received from Hebei Xinjian to date total c.US$4.85 million of the total consideration due of the agreed US$13 million;

But

· December 2023: Commenced discussions with alternative prospective buyer of for Aftan in the event Hebei is unable to complete

News due

Permit..

National Nuclear Regulator ("NNR") permit submission made; decision expected by the end of April 2024 with plant operations to commence immediately thereafter

https://www.lse.co.uk/rns/KZG/interim-results-3k43zz5b466nl5s.html

Monday, Tues, some big buys just before that Helium RNS... so leaky

25-Mar-24 15:45:48 3.80 1,100,000 Unknown* 3.70 4.00 41.80k O looks a sell, but a few trades before it was mid price ?

26-Mar-24 09:48:11 4.40 2,367,659 Unknown* 3.90 4.10 104.18k O strong buy

Today strong selling once bid hit 4.5p

RNS in

Has a price 12-13p too, so more than 1/3 already. from a bargain 2.2p, now 4.2p about right before the drill... 5p would be approaching tops

Sidetrack

April

14 days

1 day drill 100m

1-2 production liner

1 day set up pump to put onto production..

What's the other 10 days?

100m section will be open for 3 days ?

No raise..... Damn

https://youtu.be/IHOi4Y4v1m0?t=343

· Q3 revenue was US$6.0 million compared to second quarter 2023 ("Q2") revenues of US$7.1 million (subject to audit). Q3 revenues reflect the standard decline rates expected from the portfolio.

Q3 operating income was US$4.3 million (after taxes, lease operating expenses, realised hedging impacts, and gathering and marketing fees), compared to Q2 operating income of US$4.2 million (subject to audit).

Q4 revenues are estimated to be, subject to audit, circa US$6.9m compared to Q3 revenues of US$6.0m.

He1 are masters at it....

ADC rig audit 80% complete - key components have been tested and operated successfully with "no unrecoverable" critical faults identified to date..

The audit, which is now 80% complete, has catalogued required repairs which are being addressed by the drilling company. There are no major failures identified to date that Helium One management team believe would prevent the Rig from being used successfully in a "future drilling campaign".

What they should have said was..

The remaining 20% will be completed once we finish diagnosing the power issue and rebuild the engine :)

I wonder if they will consider looking at the helium content of the thermal water, especially since some springs have produced 10%... Geothermal power and Helium as a by-product.. India already producing helium from thermal springs...

I had to read that a few times, and my question, and that statement..

So remains in the process, is just a confusing way of saying we are not process much, as we want to build our tailings piles ?

Ouch....

https://invst.ly/145jjz

Facility

https://invst.ly/145jlq

MC £10.4m

Shares issued 71.76m

52 week hi 147p

52 week lo 13.5p

today 14.5p

.................................

11 March 35p

12th March 22p

12th Mar 2024 1:30 pm RNS Notice of Interim Results and Trading Update

............................

Posts 95

Trades 114, highest vol March

Results this week..

BB Talk of seller, , but they have an Equity Prepayment Facility with RiverFort Global .... So seller maybe , settlement shares are called placing shares....

"Any balances pursuant to the Facility are not due for repayment until August 2025 and the Company expects to settle all balances by the issuance of Placing Shares prior to the Maturity Date. ".yet "In accordance with the terms of the Facility, Sareum has issued a further 1.5 million Placing Shares."

If there is a seller of those placing shares, they must be betting on it falling further....

https://www.lse.co.uk/rns/SAR/notice-of-interim-results-and-trading-update-llplfo76yk43lsv.html

£5m facility

"This funding, if fully drawn, alongside anticipated tax credits, allows us to complete plans for the Phase 1b portion of the trial once the Phase 1a part is concluded, and provides cash runway into Q4 2024.

https://www.lse.co.uk/rns/SAR/equity-prepayment-facility-of-up-to-1635-million-q3lhb7mwxv6y6f3.html

Once the seller has finished it appears to be funded for a while at least

Interesting...

Looks like its just blipped 16%, and todays volume was two very large sells for such a low vol stock

26-Mar-24 15:46:19 8.47 10,000 Buy* 8.00 8.50 847.00 O

26-Mar-24 15:34:27 8.4749 294 Buy* 8.00 8.50 24.92 O

26-Mar-24 15:03:59 8.48 65,000 Buy* 8.00 8.50 5,512 O

26-Mar-24 10:42:58 8.0789 538,962 Unknown* 8.00 8.50 43.54k O ++++++++

26-Mar-24 10:42:58 8.0789 252,698 Unknown* 8.00 8.50 20.42k O ++++++++

26-Mar-24 14:44:52 8.155 5,084 Sell* 8.00 8.50 414.60 O

26-Mar-24 14:08:39 8.15 2,072 Buy* 8.00 8.25 168.87 O

26-Mar-24 13:47:55 8.15 5,000 Buy* 8.00 8.25 407.50 O

26-Mar-24 12:38:29 8.2374 3,502 Buy* 8.00 8.25 288.47 O

26-Mar-24 09:53:11 8.25 121,212 Unknown* 8.00 8.25 10,000 O

26-Mar-24 09:15:21 8.2425 10,822 Buy* 8.00 8.25 892.00 O

Trading update sell off last time vol was similar to today

https://invst.ly/145j0q

Does Horult have BCE lined up for gap trading... ?

Why would you build inventory instead of extracting the gold with todays prices ?

· The carbon in leach (CIL) plant was recommissioned after the mill relining in January. Feed into the CIL circuit was 7,350 tonnes for the month of February at an average feed grade of 1.71 g/t. The gold recovered totalled 9,077 grams with a large portion of gold remaining in the process to build required process inventory;

I have decided not to hold too many, best sit on the side, like fishing, just stop letting them get away..

Zephyr 2,2p now 4.p and climbing, suspect a placing is due though, need to check cash in bank....

TM1, you caught that one

GENI too

Next

BCE will it fill the gap, 50% to 0.75

DELT 50-100%, 2 drills, shell as operator, that Pensacola JV or funding, the risk at the moment..

QED 100% with a build up of news to signing or a rampy BB, especially from a penny

He1 100% from sub penny

Zephyr Mmmm

Kev spudding list, need to dig that out

Could be MM, willing to let this drop for another run,, allowing them to load the books a little cheaply as it moves easy.. either way... don't

03/26/2024 5.75 6.35 6.49 5.55 546.92K -8.00% < similar volume 500k, big difference in % change+

03/25/2024 6.25 6.25 7.50 5.72 3.52M +8.70% < similar 8% change as above, big diff in vol

03/22/2024 5.75 5.75 5.99 4.26 2.42M +19.79%

03/21/2024 4.80 4.60 5.50 3.60 3.15M +37.14%

03/20/2024 3.50 3.45 3.57 3.42 181.81K -7.89%

03/19/2024 3.80 3.45 3.80 3.49 29.82K +10.14%.............small vol big % change

03/18/2024 3.45 3.45 3.50 3.50 199.73K -1.43%

03/15/2024 3.50 3.45 3.63 3.40 471.22K +1.45% < similar volume 500k, little difference in % change+

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Who knows,, but|I missed 3 x100% , was watching all 3...🤬