Member Info for dai2belts

Also, I thought I saw a ~70m vol candle late afternoon, I lost the chart clicking links, faffing about, expecting to see it on yahoo,

Didn't pay attention price... Google finance showing last trade 0.16p ?

https://g.co/kgs/ZEJW3Xa

@KevR, Its all word play,

by not having a Chinese take out, each day, for the last 30 days I have kept my spending down by an average of £10/d..Which I can put towards my He1 loss..

Although that is true, I never have a takeout every day, not even once a week...lol

A bit like that $1m He1 saved against the SOFORI rig..

While the integrated roughneck was being repaired he1 said they were ordering a standalone unit, that obviously creates the picture of a backup.. Standalone plus Repaired..

After the repair appeared to fail, they said they were ordering a new unit, no reference to the standalone which was already in motion, maybe..

At spud they announced rig repairs completed with new unit fitted, again no reference to a standalone unit....

Seeing as they announced 4-5 weeks to drill a 800m well as opposed to 1500m( 4 weeks, inc 2 weeks testing) that photo suggests they were unable to get that rig back to a state capable of supporting an integrated IR, and that standalone was always the option...

Why order a standalone if you could fit an integrated unit speeding up drilling and savings costs..?

But to announce they couldn't fully repair the rig, or get an integrated unit working would have spooked the pi, making it harder to off-load those fully subscribed shares(placee lock-in too ?)

Makes you wonder if that's part why the placing discount was so high....

Now that article suggests the NOMAD is involved in all RNS's, just like He1 keep pointing out...

Crashing the price with the no rig update, prematurely announcing a fund raise, and keeping the repairs details low profile... The NOMAD will have known the impact of each.... while they are also the fund raiser and MM, all the same investment bank.. seems a monopoly

Link helps

https://uk.investing.com/equities/helium-one-global-ltd-chart

you can see the bid/ask in the other chart but its inferior looking compared to the streaming chart, imo

https://uk.investing.com/equities/helium-one-global-ltd-advanced-chart

That's annoying as the live data is to 3 decimal places..

If your using investing.com, the live streaming chart, you can configure the chart to show decimal places to 1/1000.

click on the Gear Cog symbol, select scales, bottom right, set decimal places

Unfortunately they have updated their streaming chart, which included removing the live bid/ask, and total volume, and recently quoted box :(

L0ngterm, Miif deal rns tomorrow

MIIF deal in.

The Company is pleased to announce the completion of the Mineral Income Investment Fund's US$5m Subscription, part of its proposed total US$32.9m Strategic Investment in the Company.

https://app.sharelinktechnologies.com/announcement/asx/e4a0b0c1c9c491fe4be52d13e9a04590

Interesting post, be on your guard

https://www.lse.co.uk/ShareChat.html?ShareTicker=ALL&share=Atlantic-Lithium&thread=34EA8B47-E38D-4C2D-B3D7-13B9EDC3D429

Suggestions of a forced takeover, Auzzie rules, not UK takeover...

Is there a minimum price, that needs to be offered ?

@Mischief, a good read for you.... While you read it, think for the likes of He1 whose NOMAD is also their house broker and fund raiser, and just happens to be one of the MM dealing the stock..

https://www.conkers3.com/whats-hiding-behind-the-rns/

The authors example of manipulating the truth....

I will leave you with this. Many years ago I worked for a major oil company producing lubricants to the car industry. On one of our spec sheets it bore the statement that this product was designed to meet the requirements of a major European car company spec. When querying that this was not the case my manager told me that ..yes although it was designed to meet the spec , it did , true to fact not meet the spec, nevertheless that was the was the intention!

And similar for He1..

Following the successful instalment of the" new iron rough neck and completion of the hydraulic repairs, the Itumbula West-1 well was successfully spudded on 06 January 2024.

What was expected, a shiny version of that brown thing behind phallic stabber

https://hendersonrigs.com/wp-content/uploads/2022/05/IMG_1431-rotated.jpg

Not an empty space, and what looks like a backup unit to the right..

https://twitter.com/Heliumone1/status/1749399580259516725/photo/1

PortFolio's Commodities,,

Just need Tro to add the Dollar falling relationships...

I( not Dai) predict an extremely volatile February

My start of 2024 pick of THR quickly ran up 50%

But has pulled back over the last few days as spot uranium prices have pulled back abit.

Uranium was my start of year 'top pick commodity' to move up quickly BUT it all hinges on the announcement due from kazatomprom at start of February on whether they will be able to deliver on their production commitments for 2024.

If they can then that might take some air out of the bubble as they are the biggest producer.

If they tell the market they are looking like being unable to meet their supply commitments then the uranium price could really go mental and it will filter down to those small cap uranium stocks that have been out in the wilderness for years as suddenly everyone will want a piece and I wouldn't be surprised to see some new small cap uranium stocks IPO's appearing and flying out the traps on nothing but a prospective licence as the sector would go full on bull mode.

I won't be putting all my eggs in a uranium basket however regardless.... as expect volatile markets throughout 2024 due to global unrest, elections and a US debt burden that's starting to get out of hand.

If the next few inflation prints show reductions then nterest rates will roll over.

If the Dollar starts to weaken then all commodities will rally.

On a longer time frame.. I really do see a huge commodities super cycle similar to that seen in 2011 playing out over the next few years.

I intend buying up silver from feb/March this year.

Gold will yo yo, but won't be surprised to see it finish 2024 around $2300 if nothing dramatic happens.

If we see further geo politic instability and war spreading outside of the present conflict zones then gold could really take off.

As ever, stay close the the macros, and on AIM stay nimble.

If Gold does really fly, then expect all the speculative juniors to pretty much all do well as hot money will cycle from one junior play to another on expectations of news and updates .

If you can position ahead of the herd, that's where big money can be made.

I might do a Top 10 of Goldies to keep an eye on (more for my own reference)

I also expect copper to do really well in 2025 so probably want to be positioned ahead of that longer term trend by getting some exposure this year, but should be plenty of short term trading opportunities.

Oil & Gas ... when it comes to alot of AIM small cap exploration comps.... its often better to travel than to arrive.. but if you get ones that are really beaten up we've seen how quickly they can shoot back up on good news.

As ever.... keep some dry powder for any market sell offs if the SHTF. :-))

Vodafone, those telecoms guys disappear, or merge....

I remember Nokia being in a not so good situation, while Alcatel took over Newbridge Networks, then merged with Lucent to become Alcatel_lucent only to taken over by Nokia...

Phew, I missed the birthday whip round ;)

No whip round for trolls like myself, especially off the He1 LTH, after today, I am beginning to wonder if some of those guys are plants...

@Tro, did you really top up today, I hope those big share movement Friday and Monday were the smart money loading up, maybe Liberum offering to take back their placee's holdings out of good will ?

Did you see the integrated IR is not installed, so maybe slower progress than we expect..

Cheers PortfolioPower, so 2 to watch..

Mmmmm, what's RKH history like ?

DELTs Pensacola, I believe 70% belongs to Shell, so they will be the influence behind Delta reaching 168p, so I guess all depends on that appraisal well bringing good results..

DELT have 6m in the bank, but two drills to fund this year, including that appraisal, both with Shell, so need to check out an y carry, and what Pensacola cost them last year..

Roger, your an apprentice served engineer, highlight on that photo of the drilling deck the position where an integrated IR would sit , then highlight the sections of the deck that would normally be clear, and then the IR in use, and then its mounting (is it the mini crane or railings).. and then if you still need to be officially told, "that is not the place to permanently mount anything" there is nothing anybody but Lorna can say...

Those agreeing with you have either not looked at the photos or are simply encouraging you..?

The integrated IR sits behind the rotary table as shown below,

https://hendersonrigs.com/wp-content/uploads/2022/05/IMG_1431-rotated.jpg

And here, on the photo tweeted by He1 its missing, but there is an IR obstructing the walk way very near the rotary table.

https://twitter.com/Heliumone1/status/1749399580259516725/photo/1

Manipulate, they are still drilling, they still have an operational IR, why would people pointing out that the integrated unit is not in place have any affect on the outcome of the drill ?

One thing that's not clear, the original CPR resource estimates , P90 was for something like 4.2% helium, but we have those who claim 1% could be commercial ?

@Laura, well it will be good if they give background levels taken from drilling, from the ground, rather than atmospheric, so you know they were comparing changes in the soil.. If they are talking x3 atmospheric then its just soil background levels imo, even x6.. but I am no geologist.

Really you want a gas sample, I guess around 1% there's possibilities if they give pressures that indicate good flow rates, but I don't have a clue there, but Investing Goals might.. He wasn't popular giving real life examples from another helium company, makes you wonder if some posters are here to stifle knowledge

2-3% your probably getting nearer something interesting, more likely to be commercial if it flows well..

If they give samples 4-5% helium, then they are in range of the original CPR, high 4s the top end of the resource estimates, anything above 5% exceeds.. the actual P90, P50 & P10 estimates are extremely close something like 4.2 to 4.8, maybe tighter.. I don't know how such tight numbers give such a big difference in the estimate BCF..maybe computer modelling ? So I guess 10% will blow those numbers out the door..

Do you have those numbers ?

There is a relationship, between the %, flow rate, and the volume of gas achieved, say per hour, per annum... all relates

Since we are likely to be getting pressure and maybe temperatures, rather than flow rates, the BB should be hot discussing those, and their relationship with flow rates

I guess we are looking at the relationship between pressure and flow rates within a pipe, where higher pressure give higher flow rates..

Then

Roger, if the BOD are too open, and the rig was repaired, replacing the faulty IR, where is the announcement saying they switched to the backup ?

The story was never that, the rig was to be fitted with a standalone IR to complete drilling..

Those who invested on spud will have been under the impression, the rig had a new rough neck "installed" not a temporary replacement

"Following the successful >instalment< of the new iron rough neck and completion of the hydraulic repairs, the Itumbula West-1 well was successfully spudded on 06 January 2024."

@Roger, yes, that yellow thing wrapped around the pipe is an IR, clearly visible from a distance, an old photo from Tai-C, so surely it would be visible in the most recent close up..

@Willy, yes on the right hand side is a standalone IR, it's a backup for the integrated IR which is not in situ.

SC, probably a thorn in the side for those who seem to enjoy supporting downtrends.

Lol, probably did have helium filled bubbles just can't prove it