Member Info for deepbluediver

cant agree more. I cant even make a clear valuation of Gamestop. just a lot of fun seeing what these youngsters get up to on Reddit!. bless.
anyhow, back to the glorious HE1 share.... top up time again.

?????????????? its flying... let it fly....

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

"Hannam & Partners Initiating coverage of Helium One with a risked NAV of 11p/sh (~50% upside) or a valuation: almost 15x upside on an unrisked basis; peers +650% over last year.

Initiation coverage with a risked NAV of 11p/sh (~50% upside)
Exploration drilling in Q2 2020 targeting 18bcf worth £1.02/sh unrisked
HE1 intends to drill three exploration wells (on the Kasuku, Itumbula and Mbuni prospects) within the Rukwa licence in Q2’21. Each well should take a month to drill but helium shows in the mudlogs could be reportable prior to hole completion. We carry 34p/sh of unrisked and 3p/sh of risked value on average for each well. A substantial part of the overall risking relates to the “play” risk, which is the same for all prospects. Therefore, if one well is successful, it would derisk HE1’s other targets. We estimate that it could double the overall chance of success for the other prospects."

pre news end of this Q and next, it will go up and down - short term seller making a quick buck, good for them, we are all in this to make a profit.
if you like it, buy it. i like it so buying more.

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

selling at 6.499 at the moment, topped up again. bargain.

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

Its going for a bargain price at 6.7 at the moment. Happy topping up...

maldives, thailand, malaysia.. plenty of nice places to go. Bum on seats are quickly going on BA and prices have gone up since before Christmas.
i like this share so buying more.

Great shout out on the tax losses. Thats value there once we hit production.

Thanks Elon. Will have a look at Nokia today.

As an aside, had joined wallstreetbets on Reddit to check out the madness there on Gamestonk. Wow is an understatement. Some movement.

Keep up on HE1. I like this stock.

another top up day whilst it was down at 134+.... keep calm, top up and / or hold. the sp will pop back up - its a question of when.

PE ratio of 10-18 average is possible as per LSE historical values (or higher in selected cases!) but i have nothing else to base it on at the moment except PE ratios of poor analogues like E&P companies (10-14 for Xom, Shell, BP etc - drill, produce). therefore I had used 12 as a simple, conservative multiple. I acknowledge this is not a hydrocarbon based company, and being the only darling on the LSE may indeed give a higher PE ratio (i certainly hope so, it only means more profits).
But don't invest on hope. I generally am very risk averse so invest based on my own low case (risked) and in that view, the current share price has further up to go should success is seen in the next 2 quarters and beyond. He pricing, market sentiment, and hopefully larger than the risked low case resource number will all help the share price up. therefore in my books, a solid investment especially at current prices for LTH.

rampers generally are online bullies - there are a few here. but who cares, its not their money i am buying shares with.
from selective quoting (unrisked resource when CPR had clearly defined a risked resource) to booming out "30B market cap". These jokers have no clue about the drill and produce business and barely could read properly and only pick (selectively) things they want to hear rather than allowing the board participants to share their views.

sit back and enjoy the ride (assuming you've bought some shares), if both seismic and drilling are successful, we should see between 11-13p per share in my view (DYOR). if not, we are back to 4-6p. but more opportunities abound. There is a 4-7 year horizon before we see first He gas in production to take full market value (prob 90p to £2 mark depending on success of exploration / appraisal and financing terms to first gas). so much value to ride if management works this out correctly.

Somewhere someone mentioned Rupert Cole of Xcite on this board (FAO david M) - yea, these rampers are no different.

Merck just dropped their pants. lets see if this has any bearings on sp. https://www.nbcnews.com/health/health-news/merck-discontinues-two-covid-19-vaccine-candidates-n1255503

on the flipside, bojo just announced easing (https://www.standard.co.uk/news/uk/covid-uk-coronavirus-live-latest-updates-schools-lockdown-b900968.html)

who knows... running out of dry powder to top up... hmmm

There was news this am that Kainos see FY results to exceed current market consensus. Sold for a nice tidy sum ...

Top up day

not many holders i suppose. I have been in and out of Amazon over the last 6 months and now keep a small half a dozen shares at 3140. its hard a make a quick buck like IAG for example (multi weekly buy - sell) for quick profits, so yes, its a long term hold.

thats a no then.... sell.

Does anyone know if Sci is planning to farm into HE1 assets via drilling wells - ? HE1's plans doesnt seem to include any wells except for a processing plant to strip He out from gas. Someone must pick up those gas and since Sci owns <5% of He, my suspicion grows. anyhow, it might be nothing... .

Top up day :)

agree. I bought the shares early on just as a small bet at 125 - now regretting i didn't buy a huge chunk. mulling whether I should top up. I dont have any experience in this market or industry so will be reading and listening to the more experienced players in this market.