Member Info for G_G_G

That's great, thanks Oily. Do you know what the flat per-barrel fee happens to be?

Can someone help with the following questions?

- What is the netback from exporting oil via the Turkey pipeline versus selling locally? And, is Genel signed up to doing this?

- How much is owed in back-payments to Genel?

- What is the estimated resource in Oman?

Chat GPT has netback being around 50% higher, $50m in backpayments owed, and no resource estimated for Oman - does this sound right?

Jesus, look at us go. And still the herd haven't arrived.

Poppy 3, your mention of the HE3 discovery being 11 months ago is incorrect. At that point, they only had readings for the first HE well (JS1), which recorded HE4 at astronomical levels. Since then, they have doubled the size of the gas column after deepening JS1. Drilled another well (JS2) with very similar readings of 7-8% average He, in a pure gas state with no water or fossil fuels. And they announced their discovery of HE3 in the gas yesterday, which is one of the rarest and most expensive resources on Earth at 140,000x the value of HE4. DYOR

Up another 15% today and still climbing. Gains of 40% in 2 days. Canada still to open.

Already a world-class Helium play, and the PR machine hasn't even started yet. Cashed up for 10x delineation wells starting any day. JS1 and JS2 are two of the most prolific He wells recorded in decades. Long way to run (over 2x) before it hits ATHs in Canada when the JS1 discovery was made. Since then JS1 deepened to uncover a huge pure gas (no water or natural gas), He + CO2 column. The second well, JS2, also recorded average 7-8% He readings. And just yesterday we discover HE3 has been recorded at one of the highest levels in history, which can only be matched on the surface of the Moon.

Still the herd haven't arrived. You have a resource that is shaping up to be stupidly valuable. We're cashed up to completion of field delineation (10 wells), PEA and FEED. Now have a globally significant HE3 resource, alongside HE4. And we're just about to start the drill turning on the rest of the field. We're top 5 on the leaderboard for 2 days (removing share consolidation risers), and we have 15 posts of which a bunch are mine. We are completely under the radar here. Let's see if Canada kick up again. It has a long way to go to hit its ATHs at 140c.

still no-one knows us. look at the number of posts here, versus that utter d@g at he1. crazy to have a world-class, clean gas resource with huge by-product credits in the us, and that ****show has far more of a following. we really need to get the pr machine fired up.

Hopefully the TSX takes off this afternoon and drags us up with them.

I wasn't sure if Canada was leading us, or vice versa. Usually, Canada is valued higher, so if we close above 33p then I expect Canada to jump to 35p. Certainly getting exciting. I'm surprised we haven't seen more PR and interviews.

Hi Extrader, it's been a while. Just resurfacing my post from yesterday. I'm keen to get your opinion on what next steps could be. In particular, how you see this project playing out. In the success case, I see there being two options (happy to add more), one being a full buy-out, and the other Zioc retains some ownership on a free carry, whilst a bigger fish or consortium takes the project forward. What do you think is most likely? And in the buy-out case, what do you think would be a fair value, even a broad range?

Obviously just your opinion, but I'd like to understand what you think is most likely to happen next, given your long-standing interest in and knowledge of the company. Also, the cash pile does look to be running low. Do you see this being a potential issue for PIs?

TSX now at 31p. If it breaks, there's not a lot of resistance to 65c. GLA

Any gold experts care to explain what all this means? Is it possible these alterations yield little to no gold? Or are they normally strongly associated with a gold system? I understand the proximity to GGPs assets - did the present in the same way before assays were released?

Hi guys, been years since I posted here, but always been keeping a keen eye on the project. It certainly does appear to have accelerated recently.

Ex, I've always loved reading your posts. I'm keen to get your opinion on what next steps could be. In particular, how you see this project playing out. In the success case I see there being two options (happy to add more), one being a full buy-out, and the other Zioc retains some ownership on a free carry, whilst a bigger fish or consortium takes the project forward. What do you think is most likely? And in the buy-out case, what do you think would be a fair value, even a broad range.

Obviously just your opinion, but I'd like to understand what you think is most likely to happen next. Also, the cash pile does look to be running low. What is the burn rate at the moment? Matters not I suppose if one of those two options happen in the next 6 months.

TSX open on 30.5p. Next stop over there is 65c, which is 36p. With a bit of wind behind it, this could easily get back to the 70's, which is their 1 year high.

I wanted to top up by another 100k, so it sucks that I missed this rise, but still have 400k that I can trade on the TSX. Hopefully it will continue to offer a premium to here.

I also hope that TAJ has his PR agency are looking at all the avenues to get this picked up by wider news networks and websites. GLA

By the time this week finishes we'll have traded 60% of issued shares (including recent raise at 9.5p) in 3 weeks. That's pretty crazy numbers when you look at what has happened historically. There's no doubt this is going to climb over the coming years. Question is by how much? And what will light the next fire under the sp? They should be cashed up to this time next year. Providing they can execute according to current forecast alone, we should be borderline profitable by then. And if not, I imagine the next raise will be done at a much higher level.

One also needs to keep in mind that we should have the CE Mark approval by this time. That doubles your potential market size, and you are dealing with national health services, which means distribution is far easier.

But imo these are all moot points, as I highly doubt this company will exist in 12 months. The CE Mark would be all that's needed for a major global healthcare company to jump at this. And I'd argue the value would need to take into account sunk costs, as well as potential, so you're looking at a 3x return imo in less than 12 months. Certainly an exciting prospect. GLA

They also have the loan facility, which I believe has another couple of million undrawn. So they're very well funded. It's the only reason why the sp was sitting around 23-24p, which was the last big raise to fund up to 10x delineation wells, plus the PEA, FEED etc. Literally nothing to worry about on funding, and there's a ton of news to come on the resource upgrade from end of this month, and then every few weeks thereafter.

If they can prove up +1bcf, which I think will be a walk in the park based on JS1 and JS2 alone, it's a 3-5x in 6 months. It could easily be a few bcf, which has immense value even without the crazy HE3 discovery. Once the herd arrives it's going to be fun here.

IG, yes you need to read a little more closely. It's 0.4BCF for JS1 only, and that's pre-deepening. They have since deepened JS1 where the HE resource column has extended significantly with continued HE% at depth. They have also drilled JS2 as a step-out, and proven the same HE & CO2 concentrations, over the same deepened horizons, and that the wells are connected.

Given they have said JS2 and the deeper depths of both wells have the potential to significantly add to resources, one can feel quite safe that these two wells alone, which are drilled reasonably close together, are going to get us well over 0.5bcf. You then have the HE anomaly that extends 4 kilometres long and over 1km wide.

Really not sure what you're concerned about here. Are you looking to invest or already invested?

Agree Straight. The only two parts of the business that matter at the moment are Search and Comparison. They need to demonstrate turnaround is in full swing with RSOC, and that they can profitably scale Comparison after the last underwhelming set of numbers. If things are good, they should tell the market. Otherwise we are a sitting duck for a derisory offer. If they focus on debt repayments and deliver 10-12% Adj EBITDA growth over the next two years, we will be a company that is close to debt free, and throwing off $80m Adj EBITDA. The growth rate seems entirely reasonable given Search was all but wiped out and seemingly in recovery, and Comparison is scaling. To be fair though, if a £1 take private offer landed tomorrow I'd be happy with it. Too much heart burn here for me.

It's incredibly under the radar. I've been saying this for ages. There's been about 5 regular posters here for the past 6 months. Otherwise tumble weeds. Even when they announced some of the highest sustained HE% and significant flow rates, still nothing. It seems this is what's gotten some attention for what the CEO has been calling a world-class discovery for a couple of years.

Hopefully, some more PR and TAJ gets some headlines for us in highly followed publications and sites. If you guys know any of the herd, then let them know :) I've done some cross-ramping on HEX and HE1. The latter is such a mess that I'm amazed anyone is there versus here. But then again, they had first-mover advantage with the herd and a lot of them are locked in, or licking their wounds and shunning Helium plays.

IG, the real value is in the HE4 & CO2. So no need to worry about HE3 extraction at the moment. And I'd suggest that if the US Government and NASA are looking at how they can obtain it from the moon, then it won't take too much of their resources to separate it just up the road, so to speak. There's also 18 months before we are in production after proving up the resource size. If you add a globally significant resource size to some of the highest ever recorded HE4 and HE3 readings, then we won't exist because the government / NASA or a major tech company like NVIDIA will get involved. To have a secure, stable supply of two of the most valuable and difficult to obtain commodities on the planet, which are still climbing in price due to shortages and scarcity, is worth a lot.