Member Info for dai2belts

@PortfolioPower, the last unrisked/fully risked values were 132/25p, based on 4 prospects including Tai at the end of phase 1..

https://www.helium-one.com/wp-content/uploads/2023/02/21-09-08-Hannam-note.pdf

Liberum were quoting 19p fully risked for the up and coming Tai drill in 2022 using a 35% CoS, the full formula a secret..unfortunately the authors of the latest report, thought differently about the CoS

https://www.proactiveinvestors.co.uk/companies/news/975565/helium-one-shares-have-100-upside-according-to-city-broker-liberum-975565.html

@PortfolioPower, ask that on the BB lol

According to phase 1, a 2bcf find, and $100mcf, would be break even as Tanzania's share could be up to 49%, I assume that based was based on the P50 4.2% Helium calculation.. was a 12% discounted calculation... but that stuff confuses me...so dont take my word for it..

But talk has always been 10%, multiple prospects, $250/mcf, now shouting $450mcf

7p, dont want to go back there unless I have sold,

LBE is slowly drifting, if it keeps dropping just 1% every other day until results it will add up, its move up twice rapidly from about 25p, the question is will it do it a third time... or jse me ?

@legalWolf, have you been noting all the large sells you have been referring too,

those 6m options have been converted, if they are the early 2.84p ones, somebody is trebling their money....

Those 6m, are worth more £500k around 9p...why risk , spud, raise, and possible duster ..

@legalWolf, have you been noting all the large sells you have been referring too,

those 6m options have been converted, if they are the early 2.84p ones, somebody is trebling their money....

Those 6m, are worth more £500k around 9p...why risk , spud, raise, and possible duster ..

@auriss, I think since SOFORI fell through it was unlikely both companies would drill this year, if Noble went 2nd with the Predator they would looking at drilling November time at best.. If He1 went with the Marriott, and had to go second then late November if Noble drilled only 1 well, if 2 then next year...

But neither have provided the full details to clarify

She has already said they are fully funded "To Deliver" and wont be raising in the "short term", but has also mentioned taking the opportunity..

Funded to deliver, I guess that is a discovery, nothing more..so short term is too close to the drill..

https://www.youtube.com/watch?v=d6U_qOkjsbE&t=100s

Shame we could'nt keep a long lead on He1

I think Ian probably told him all that ?

They have been trying to drum up a new audience, its making me nervous as we dont know how much they have burnt through, and they have been paying for services in shares, but we dont know if that is part or full payment..Raise ??

We also have a spud coming, and a share price stuck at 9p, which looks bad but it is double that Fridays low Ask range, so is fantastic, and 50% 6p, still great...Just BB is clouding this, along with pre-friday expectations.....

Then back in new year, winter time while the price could at a low ??

Its poker time, Noble have everything on its way..

He1 only have the rig, when they mentioned still waiting on long lead items, do you know if that was the drilling pipes, casing or well control equipment, ?

If you apply for extra I guess they take the money before, then return any money later?

They have a rig and crew from the same company, it will be routine to them

Guy was publicly talking rubbish, his impression of He1, who told him all that...

Guy was publicly talking rubbish, his impression of He1, who told him all that...

Could we have a tactical delay to let Noble drill 1st, with Shauns $1m punt, they must be confident, could raise off their discovery...

Thanks, something was mentioned last year by He1, there was a lot of discussion on the BB abount JVs, off-takers and similar ideas for a while then a presentation suggesting they had been looking at options.. So we have last years rig, do we have something else ?

@Dobby, I just watched Hybrid's presentation on the deal, talk about advanced planning lol

@Dobby, do you have a link?

I cant find anything on google, but Nas-k is great at sniffing things out..

Https://www.youtube.com/watch?v=faeTH3cw9DU