Member Info for Filterland

Are you valuing MSMN purely on Vecta data? Sagebrush is the big one, and estimated only £100,000 to convert to helium production.

Mosman's current market capitalization is approximately:

£11 million (20,000,000,000 × 0.00055 = £11,000,000)

Now, comparing this to the potential asset valuations:

Conservative Valuation Overview:

Sagebrush Project (82.5% WI)

You’ve conservatively estimated its value at $50 million, or roughly £40 million.

Vecta Project (20% WI)

While specific valuations haven’t been published yet, the presence of high helium concentrations (7–11%) nearby, five planned wells, and operator experience could easily justify a multi-million-dollar valuation — even a conservative $10–20 million for Mosman’s stake could be reasonable depending on outcomes.

Even conservatively adding just these two:

Sagebrush (Mosman’s stake): £40M

Vecta (20% conservative): £8–16M

That brings £48M–56M in potential project value vs a current market cap of £11M — a significant discount, suggesting MSMN is undervalued relative to its de-risked and advancing asset base.

In 2007 there is a gap of 666 on the S&P500 - it's been up to 6100 without filling it.

Helium price up 5% today at $4.02, be nice when we have 5 wells sucking the stuff out the ground :)

Been a while since I saw a day like that. Wonder why the sudden surge that late in the day? They all could have bought in much cheaper earlier today.

Not that far from my 0.08p target in double quick time.

Wonder how many sold out near the end?

If it reaches a market cap of £50 million, still more room for upside. Revenue coming in and Sagebrush could be worth £40 - £60 million on it's own!

RSI above 80 on the charts, suggests further upside with growing momentum.

Well done all/

Was going to add more myself after squeezing this out the Chat AI thing :

Yes, recent developments in Greece regarding Rockfire Resources' Molaoi project have been reported in local media, which may correlate with the observed uptick in ROCK's trading activity on the London Stock Exchange.

Recent Developments in Greece:

Environmental Impact Study (EIS) Submission: In April 2025, Rockfire Resources submitted a formal Environmental Impact Study for the Molaoi project to the Peloponnese regional authorities. This marks a significant step toward obtaining the necessary approvals for further drilling and potential production.

Exploration Progress: Rockfire has reported ongoing exploration activities at Molaoi, including soil and rock surveys that have identified new mineralized zones. These findings suggest the potential to expand the existing resource base, enhancing the project's overall value.

Proactive Investors

+1

MarketScreener

+1

Government Engagement: The company has engaged with local and regional government officials, including the Peloponnese regional governor, to discuss the project's progress and its potential economic benefits, such as job creation and regional development.

These developments indicate that Rockfire Resources is making significant strides in advancing the Molaoi project, which could be contributing to increased investor interest and trading activity in ROCK shares.

Now bear in mind that it is anticpated to only take 2 days to reach target deoth. Say another day to relocate the rig to the next well. Exciting couple of weeks ahead.

How long do you think testing of samples will take?

By end of May we could have all 5 wells drilled, capped and tested.

My post 11.06 1st May - almost as if I wrote the RNS for them ! lol

Sell the news? Will be buying the dips again now.

GLA

I don't want to appear as a raving ramping lunatic,but ...........

If you have trading view, look at the seasonals chart. Last year the sp rose almost 600% by July 10th.

I think we are almost 100% now. Just highlights the potential here when the right news drops.

GLA

Nice little buy at end of day there :)

Those 2.5 million are buys - got quoted the smae price 0.871 to buy.

If this capital loss rule is due to assets being less than half equity released, then what assets did they have to begin with?

I didn't think they had any assets at all. And surely this has therefor been known since day 1 ?

Those from old Duke days, do you know?

Many thanks in advance

Yesterday's volume was 340 million. 290 million in less than an hour already.

Interest is there, just the newsflow required now.

Happy Friday.

Yes, got to be happy with a day like today, very few pull backs.

Time for a Guinness in the sun, another rarity, long periods of good weather !

I have left the sources in place, but looks like waiting for a modification to the environmental impact study to be approved.

At a meeting on 30 April 2025 with Peloponnese regional governor P. Nikas, Rockfire representatives confirmed “the environmental impact study has been completed and will be sent to the Region of Peloponnese”​

notospress.gr

. Nikas also noted that Rockfire expects to employ up to 150 people on-site and is considering further facilities in the region​

notospress.gr

. According to press reports, the company now awaits approval of that study (and any required modifications) before moving to “infill” drilling and, ultimately, feasibility work for mining.

The Molaoi project’s environmental review is being treated like other major mining projects in Greece. Greek press confirms the MΠΕ has been prepared (and reportedly delivered to the Peloponnese Region)​

notospress.gr

. The Ministry of Environment & Energy (ΥΠΕΝ) will next appraise and approve it, which may involve public consultation. In April 2025 EnergyGame reported that Rockfire was “awaiting approval of a modification of the existing environmental impact study” to allow more intensive (infill) drilling, with a feasibility study to follow​

energygame.gr

. This suggests the company is on track: regulatory sources described the timeline as “encouraging”, expecting decision‐points through 2025​

energygame.gr

.

Proactive investors, searched using Chat GPT.

The rig appears to be on it's way to Vecta, probably explaining the recent volume tick up :

"As of early May 2025, the drilling rig for Mosman Oil and Gas's Vecta Helium Project in Las Animas County, Colorado, is in the process of mobilization but has not yet commenced drilling operations. Mosman CEO Andy Carroll confirmed that drilling is scheduled to begin by mid-May, with rig mobilization underway and each of the five wells expected to take just two days to drill .​"

Not sure about an RNS today msuk, but the bank holiday Monday makes Tuesday 6th a possible update date. Probably "the rig is now on site and awaiting the crew to arrive" type of update. Not long until mid May, so we'll find out soon enough. GLA

My takes from that interview ;

* May should be a good month, drilling and test results by end of May very likely

* Possibility of drilling before mid May - crew on break, relocation of rig uncomplicated

* Income from current oil wells limits need for fund raising - enough to fund further seismic data requirements

* Company undervalued compared to peers, and in stronger position (income and infrastructure)

0.08p last July, I'll be looking for at least that if Vecta drill test results are good.

I'm happy to be in this. GLA

Https://www.youtube.com/watch?v=EjtjFDgsku0

Metlen's reaffirmed plans for a primary listing on the London Stock Exchange, with a market capitalization of €6.15 billion, reflect its strong financial position and capacity for significant investments.

No direct talk of developing Malaoi, but Metlen plans

Metlen is investing €295.5 million to develop an integrated production line for bauxite, alumina, and gallium in Greece. This initiative aims to produce 50 metric tonnes of gallium annually, marking the first industrial-scale production of this critical material in Europe. ​