Member Info for deepbluediver

hard / impossible to compare from a company focus standpoint, they are at opposite ends. sp movement i dont know - joshwaa knows better.

zphr is doing clastic fractures, unconventional and testing a new idea, first movers realm, hence doe's interest. big bets but risky. i own shares prior but sold them today, a chunk went into adv, some back into he1.

adv is a totally different fish - conventional, very light oil, proven, those barrels , significant amount, have been lifted and sold therefore known to market. there is not much to proof besides raising cash in a stepwise manner - appraise then developed. and did you read the cpr - the aquifer is very strong we are likely back close to or at virgin pressure.

You got me there on the sp. Checking RSI, we are down at 22 on daily chart and MOMTM is -15.
Tested at 100,000 buys, quoted at 11.23p.
I am going to look at the big picture again and see what to do but it does look enticing

Hmm.. ok. Is there an new one from HP?

Dai

http://www.helium-one.com/analyst-research/

Top of the page update.

Am i reading right they want to do to Tai again? Also better clarity. Analyst report kept Tai as is. Need a coffee to digest...

Noob, no i havent . Let me have a look and revert

Glyn
the 18p estimate was based on HP valuation if Tai becomes a duster. no sentiment in that sp estimate of course, and it is an estimate. its probably the only target sp with an analyst tag on it. is it going to happen? not today i think. but likely towards the next well spud. from now till then, i have no clue too.

Dai
Agree. Key is also to buy early. Like ADV now.

By pure luck, I went into He1 (bulk of my shares at 4.5 and 6+p) as you know. The later small buys at teens and 24, 26p dilute a little bit, but manageable, enough to keep it in the blue even on bad news like today.

So back to ADV, key is to come in early and then you can do what you need to do based on personal circumstances. Lesson for me too

ShareInvestment here i think hits the nail with his last few posts. My hats off to him for kindly sharing his experience.

Likewise MM20.

damn it, I just added 500,000, so at 4.1mm now - was about to gloat, but ..grr.. back to drawing board ! (forever chasing!)

Thanks SGF
I didnt realise the spike on Zephyr, so now sold it. more dry powder now!

Marylands, many thanks... and boom!

"The next step which I would take on is to head over and test some shallower targets that we passed as on the way over to Rukwa there’s potential in these shallower strata that hasn’t really been tested."

Good one SGF. Did you see the interview link with Zak Mir?
Dai,
Promise it wasnt me. My buys were not that big (sub 200,000 total) . Might be SGF or ST :)

Whatever price we buy this am it will be blue at the next spud.

Good link, thanks Nate.

Yup, just thought to drop by here for a breather and to hug ADV's stable sp after a morning of roller coaster at HE1.
Good morning all.

Marvelous results Joshwaa. I was 50:50 at 7 15am whether to top up or sell up and move to another share but decided to add on HE1 instead.
My wife had the same turnaround as you after topping up early, she is smiling now, not quite this morning at 0800. (I thought id be sleeping in the garden tonight, phew)

i bought in at 10, 11 and 13.7p this am. Joshwaa's chart would probably put this in the buy 1 get 5 category :) knackered now, and its only 10am

DP, yes, SOP if you ask me in scenarios where we find friable (unconsolidated) sands.

move on if I was the CEO. and come back to Tai with a vengeance after declaring discoveries in the other funded well drills being planned.
ps: Nuri, the remaining well targets are funded

Harpman,
funny your 10p post yesterday, I actually bought it this am at that price. onwards and upwards.

errr... gents
gas must be contained in something - where else except porosity of the rock, either on its own or in water phase (as DM had mentioned in the RNS today - gas bubbles). to get a He show, the He gas needs to be contained in the porous medium of the rocks then flowed into the muds for show. Correct, you cant declare discovery until its logged, and we cant log due to formation integrity issue (washout). But those He shows didnt just appear from nothing.
Washout is a normal issue in drills but can be managed with conventional techs today.