Member Info for dai2belts

Buzz, been looking for someone to help me out with that $58...seems your reading the same stuff as me :)
2023E
350,000/mcf @$250/mcf give a FCF $161/mcf just taking into account Taxes,Royalties.Opex, think that does not include capex..

Master class there for porky..
Unchallenged interview, I hope thats not the Crux replacement

MM have been holding that 10.5/10.8 range all morning, they must be sleeping.

@Goldstinger, how did your figures workout?

@Skittish. I believe the rig was capable of drilling at angles.
So is it charging faster than the leak, if not a seep....
We will find out soon...

Will have to wait to see if BigPlan joins us....
Looks like the UK is suspending the Golden Passport, so Russian dirty money is fine until now..

If you the time and interest
Do you know how they get $51/mcf, at the moment its beyond my knowledge, probably going down the wrong track..
Table Page 22 , detail page 27

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-78f95cbff0-37177196

Wyn, whats your accounting skill like?

Wyn, you got a good price there, did you buy the 250k, and dry up supply ;)

Just got quotes 11p to buy, sell 10.61
250k available to buy,

Yep, I think your 13p target is possible with out substantial news, not sure it would hold though, no news people get nervous and MM played on that last time.. Or people sold because they thought others would, an opportunity to buy back cheaper..
Lots of plays going on all the time...

@Sausageface, your a swinger ;)
I am not sure with the Ukraine issue, been reading media from west and east..Some of the claims from the west are not replicating in the east, so I assume false.. But it looks like Putins Gov are under pressure to recognize the 2 break away states...
I have reduced holdings taking profit, held off buying others, volume seems to have dropped here today while it had been building the last 4 days, but the price seems to be strong about 11p, lots of anticipation..If the Ukraine issue eases northwards just on relief, people building/rebuilding their stash.. would not put it past the MM to play on market sentiment creating a dip to build volume again, even a spike to get people buying thinking a steady increase is starting..
But long term upwards, I am just waiting on Tai and another deep target..No Tai no trust for me..

@sausageface, volatility but the sp is consolidating, so whats your prediction here ?

@KeithOz, I had read a little on MOU-1, and supplying industry...and put this in my latest watch list..
Ireland is new, got me thinking I read somewhere about Ireland and its classification of gas and being green, something along those line..

Thanks :)

@KeithOz, sorry only just seen your post..

My waffling is not quite right....
"And the $400/mcf over $250/mcf adds about 99p to the unrisked NAV, 33p/$50..
Risked 6p/$50..."
that is based on a NAV of £1.28 and Gross ~23 Bcf, net~20bcf,
Will have try and work out their calculation or estimate... :(

@KiethOz, I think I will get spiked buying now, thats why I like a BB community where we work together and keep each other updated, rather than this dont talk about anything else....
We should have an after 9pm watershed :)
Do you post on that BB?

Its only my thoughts, pure waffle maybe, lets see what the prospects will be..
But its is good that the managements options will give a greater reward than those issued last year to the more senior guys.
At 13p the price is more achievable, offers an extra 9p profit a share, an extra £9k/100,000 shares...
New members, that sounds to me they are planning for success :)
They are also planning to finish the wells for production, unlike last year where the next wells were going to be appraisal wells, another sign they are planning for success :)

Even if we have 68p as our unrisked target thats x6 from here,.
And the $400/mcf over $250/mcf adds about 99p to the unrisked NAV, 33p/$50..
Risked 6p/$50...

I dont have a clue how they worked out the P10 volumes, thats almost x4 P50.
P10 calculated using 4.9% Helium, P50 4.2% and P90 3.0%

@skittish, where I got the ground work info, a few He1 RNS from March on

https://www.lse.co.uk/rns/SOLO/?page=3

@GMY38, Sorry, thought you were waiting to buy in after discovery, so was looking for understanding how the share price may move while we wait on the updates along the way to production.. My limited experience is as far a drill results, exploration and appraisal.. both failed..