Member Info for dai2belts

@SGF
Have a read of this article
https://www.bbc.co.uk/news/world-us-canada-52196815

@ITV
Christmas cold turkey, and if ready homemade pickled onions...
https://www.youtube.com/watch?v=I7MqB8YkNh4
https://www.youtube.com/watch?v=k-Q54Phdd-c

@Noob, targets in the river bed/base down to 400M

page 15
http://www.helium-one.com/wp-content/uploads/2021/10/Helium-One-Presentation-Oct21-Final.pdf

It is over simplistic, if we could target drilling 138bcf in phase 2 I guess we could value the risked(10% CoS) sp at 73p, but thats not possible.
But for the lower bcf value drills it can be used as a guide to what could be considered a fair risked share price, and what could be expected on success..

liked the football team and names :)

@Tom
When you say chart I assume your referring to the table quoting 731p..I think thats something they added after the drill result and after reading this BB ;)
I prefer the "NAV sensitivity to helium price and discount rate" tables below..

That 138bcf(p50) is a combination of ~21 prospects so I guess it would take some time to get all up and running..

Initially 3 sites were marked for exploration and appraisal for 2021, the NAV I believe was calculated pre-production, but now I am unsure?

Production originally sometime 2023, plants being modular, typically 6bcf capacity, so maybe 1 per 5-6bcf discovery..
Talk of maybe the 1st plant helping to finance the 2nd due to fast pay back time, so a gradual increase in production but that scenario not cast in stone.

At one time given was an unrisked NAV 104p for ~17bcf(p50)(3 sites 5+5+7bcf), that P50 calculated using 4.3% helium(I think) @$250mcf, while talk was of up to 10% helium and bulk prices into china of $375.. So that 104p could have been closer to 200p at $375. Also I guess 10% helium suggests things could have been closer to the P10 resource estimates, and if so 1 of those sites could have been larger than the 3 combined P50 values..

Now we have deeper means more gas...enticing

March H&P 104p
http://www.helium-one.com/wp-content/uploads/2021/03/21-03-17-H-P-Update.pdf?fbclid=IwAR2MJEEHJSTn7kmTpW2cScBlZES5EfsYj6XdvPpogMJJbHT3GcdC2SeLJ0M

Initiation Doc
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=7

Just in case Void is peaking only joking about DM..
Helium is gonna make DM a star..
David " Essex "

@sgf
I blame Wyn has he pointed out it was a sub..
But there are lots of things you cant say anymore on these BB,
My local Indian restaurant is called the Raj, " ****stan " was part of the Raj, its not Indian.
TGR is an Indian company that has fire " ******ant " products
DM may have " hornswoggled " us, especially if you ask muscles

Will I get 3 words blocked?

If I remember correctly Zaks 30p trend line did'nt pass through any points, appeared totally random but 28p was close...
I am expecting confirmation of the 130m thick seal extending northwards as they suggested. If we have some extremely promising looking targets I wonder if there will be a change to the current plan especially if it saves money, going for the big one again.

Hey Void, SGF has been posting ascii art u-boats on a seafaring oiler BB, got a hole thread deleted..w

@Tom
The linked report gives values for up to 100% COS on 138bcf, worth a look, but I am still waiting for Zaks 30p :)

http://www.helium-one.com/wp-content/uploads/2021/09/21-09-08-Hannam-note.pdf

A sensory feast
https://www.youtube.com/watch?v=3IctXwt2c_o
think its tenby

@SGF
Was interesting, affects so much both marine and land.

Void, see you next year..
Remember to have some fun everyday, those simple things you did as a boy, not the bubble bath thing though.. balancing on the curbs as you walk your dog, a quick go on the swings at the park if its quiet, hide & seek by chasing your dog around the trees and benches at the park.. At our age you can only get away with it if your in the company of a dog.

@SGF, see the koalo. in this ENSO video
https://www.youtube.com/watch?v=dzat16LMtQk&t=114s

@ITV
Was that storm in Mkale, near lake Rukwa which is about 60-70km from phase ones tented camp.
Lets hope they get good support unlike these poor guys..(2016 article)
https://www.bbc.co.uk/news/world-africa-35303212

@ITV
Cheating shows extra initiative, those that lack that extra initiative dont cheat.
Cheating is simply breaking the rules that are there to be broken, thinking outside the box
Just dont get caught ;)

@ITV
In this video the employer is not PC
https://www.youtube.com/watch?v=u2ipA8YqWws

Well Void, we got you again...
If I had a choice between working down the pit or in Port Talbot Steel Works, especially those extremely dirty/oily jobs on the shut downs or being in the the kitchen I know which I would pick...The smell of coffee and buttered toast :)
Probably back when that video was made the whole employment scene was totally different...

Anyway got to go, the woman is insatiable at the moment, beefing herself up at the gym ready for another few months steel erecting in S Africa, its the roids.

ITV is a bad influence...
Not very PC, but that got me thinking about old traditional values, and today how some woman want a dangers job..
Found one I think ITV would agree is perfect, and its one I would rather not do, but have no choice..
https://www.youtube.com/watch?v=9F4KbhvpQZw