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my reply to john from his weekend defence of lyin paul.

1. i never said q4 gas wasn't realistic, at any point. re-read my posts. i did however point out to some of the unlearned rampers that 6 weeks was fantasy and more like november. all you have done is reinforce my point, so thanks. one additional point is we still need everything to go according to timings. and when has that happened recently...? calamity baay couldn't close a straightforward deal in 7 months without f@cking it up. and he took months of drilling nowhere with casc 4. so that's why i have used the word 'maybe'.

2. cash at q2 = $6.34m with $2.76m restricted. great, so pocket change left over. but this was the end of q2, and we're now half way through q3. you also have no idea what costs we have been running up. so my point about needing to raise a significant amount i.e. not $5m, was because we had bills to pay and couldn't move forward unless he did another last minute major raise, was correct. but this time at 16p!!!.

3. 'equity and the bank' and 'clumsy wording'. are you f@cking serious? how many times was the guy asked (even by you in correspondence i believe) whether the loan was contingent on the raise? he dodged the question, then dug a deeper hole with a lie. not 'clumsy wording'. tell me, why didn't he just answer the question and say 'yes'? why did he deliberately dodge it and then give us a lie? simple answer could have been given, but he's dodged it more than once. he misdirected. and he lied. just admit it.

4. $2.96m bond still held. shell receivable slipped past quarter end. sorry are these meant to be reasons for us having to raise $13m at 16p recently? here's another way of looking at it. why have they allowed shell receivable to slip? and why have they not cashed the bond? these useless clowns have just raised a **** ton of money at 16p when we could have waited and recouped millions. it's either shockingly bad financial management, or we needed the cash. what answer do you prefer? do you even ask pb any challenging questions?

5. i simply asked about the compressor cost, i didn't say it wasn't necessary.

6. 'discord ran the numbers and were bang on'. well then explain why the massive raise? you've all been talking about the bond and central money for ages - why didn't they wait to receive them? next thing lyin paul will be talking about how shell have some money issues.

maybe you need to ask calamity baay some more pressing questions. don't make **** up about clumsy wording as well. he deliberately swerved the question and then lied. he also withheld market sensitive information for months, then sucker punched us with the very same information you claim he clumsily replied to. he could have given a simple and straight answer, but didn't. maybe ask the lying pr!ck why? and ask him why he did another last minute huge raise, but this time at 16p if we have shell and bond money incoming? this is how pis get fleeced by pr!cks like baay.

Absolutely sucks our news has landed on the same days as Wishbone's. All the lemmings (except for Hardole) have run over there.

zero, i have clearly stated in my posts the workings and have at no point passed them off as truth. how the f@ck could i if we're only just getting numbers. if you were more than semi-literate, then you'd have read this.

as for decline rates, we don't know them as of yet, but we do more from the previous tests that pressure was still rising after 2 days of flow. show me where the decline rates are 50% in that area btw? guarantee it doesn't exist, just like the insurance claims. skulk off to another hole unless you can show me some evidence of that claim. you wanna know how i know you've just made it up - because these are the first he wells ever drilled in the state. to think you have the brass neck to even say the word 'honest' given the bull**** you have made up on other boards. do some homework for once. absolute zero.

bottom line, if they haven't changed the rubbish guidance provided in march, then we don;t need to worry about this as a big hit to the numbers. ir have heard from us, and i have followed up with the nomad, so they'll be in a lot of **** if this is going to hit those adj ebitda figures provided, even for dis as a standalone. great price for entrants if this is the case. if we can see search is in recovery, $15m debt repaid, and likely upper range of the $60-68m ebitda guidance, then we should get a kick into the 70's. if not i'll be buying more.

Olada, there will be a raise at some point. But a key thing to note is they already have a non-binding with one of their biggest shareholders for a loan of $12.5m. That's unheard of for an AIM company. Thomas is one of the biggest shareholders and he has deliberately avoided doing raises to maintain his and other founders % holdings.

Once we get some stimulated flow rates and He concentration we can get an idea of how much this could be worth. Folks need to keep in mind they have 2 wells drilled as producers, so that's a good $5m they don't need to raise and just need to hook-up.

I think we're going to re-visit 70c in the next week or so when the Canadians and Yanks wake up. If we get +5% and a sense that 1mmcf will be a sustained production rate, then you will see some fantastic PR and an extra 50-100% added. Quite exciting, as the only other wells to get near these sorts of numbers were at Pintia Dome, which was the most prolific He field in US history. JS1 and JS2 look like they could comfortably beat Pintia (at the moment). Very excited to be here.

I didn't read the 'honesty' part of your post Zero. Tell me about the honesty when you were talking b@llocks about insurance covering Calamity Baay's raise at TXP. Remember, you got your cage rattled and skulked off to a little hole. You also talked up a holding of +1m shares. Hilarious that you even utter the word honesty.

Btw, the numbers at 2mmcf are close to $30m. But let's stick with the realistic scenario and my numbers, unless you can do better.

Do some maths for once Hardole, and we can discuss. I didn't say it would be sustained at 2mmcf. I said under stimulation. They would obviously pull it back to something that is manageable. Key thing is maximum last time was 820 (130 natural). That's a factor of 5.5 between natural v stimulated. If you take 500 natural on this well, it's fair to assume they could get to 2mmcf.

But do some maths for once. I've provided workings for 1mmcf @ 5% He and 70% CO2. Do this and you get $14m per well. Over to you Zero.

i did a little cross-ramping on hex. will do the same at he1, which is such a dog**** he stock. the thing that made plsr hit cad$1.30 was some coverage on cnbc when thomas first mentioned it as potentially the most prolific he well in history. problem is most people on aim cannot do basic maths. i witnessed this on txp recently. even on a conservative basis, these wells are going to be +$15m per well, per annum. we just need the +5% he & 70% co2 confirmed at a maximum flow rate of +2mmcf and we're off to the races. that will put the wells at absolute monsters, and the pr will follow. thomas is very good at getting heard, but now he will have the ammunition to go to news sources again. another big piece of coverage and we'll at least double across the pond. only a couple of weeks to go, but plenty of news to come.

for those wanting to understand what 1mmcf at 5% he and 70% co2 yield, then look at my previous posts - basically $14m per well. reckon we will exceed these numbers across the board based on what has been shared today. we also have $12.5m ready to be tapped with university bank. thomas playing a bliner. much like what bo sears has done at hex.

Will respond to John's posts today. Been on a short break.

Stas, have you checked in on PLSR - it's looking like they are going to have one of the best He & CO2 wells in history. We already knew it was world-class - this result has shown just how good it's going to be. Still awaiting concentrations, but we already have a fair idea. I'm hoping for a 2-3x in the next month. Will partially make up for what Calamity Baay has done to my wealth here.

Well that is the best RNS I've seen in ages. This is going to massive. They will easily achieve greater than 1mmcf, it's just about the He% and CO2% now. Folks keep forgetting the by-product here is worth as much as what is produced at HEX for He. We're looking at $15-20m per well if they achieve 5% He and 70% CO2.

Easy to see why University Bank is said they can have $12.5m for the development costs.

This is looking to be the best He discovery in decades.

John thanks for the rundown. Bottom line is Casc 4 & 5 are critical to us not losing even more money (yep it can get worse folks), and if they can do something right with Casc 4, then we'll start getting payback in November. As I surmised, it's quite a while before Calamity Baay gives us some good news, maybe.

As for the raise, there's no way that Lyin Paul can sidestep the fact that they had an equity component attached to the loan, and he withheld and deceived investors regarding this material market-sensitive information. And anyone arguing it wasn't material only needs to look at the share price when he sucker punched us with it. Go back and watch the interview where he deliberately swerved the questions and then doubled down on a lie saying the bank didn't even ask for it. It's quite something to see him in action. Smiling away as he picks your pocket. Then look at the last set of results to see just how little the useless !diot knows about his business. We literally couldn't pay our bills and move forward without the recent mega raise. He's also clearly given up on his mates at dodgy brothers inc coming up with £10m. The guy has no road left when it comes to credibility. But don't worry folks, the promised land is on the horizon, you now just need to wait until November (maybe).

Perhaps it's Net Revenue they are talking about? It would suggest to me they have lost a chunk of low margin revenue, which has been more than made up for by business wins on higher margin. Just a thought.

Lukee, how many shares do you have here? I have 375k, down from 650k at one point. This f@cking company has hit me for £350k. I'd spent a decade building up my portfolio, and between a Black Swan courtesy of Google, and the Shinez f@ck up, courtesy of our Idiot mgt team, this company destroyed over 1/3rd of my wealth in the blink of an eye. I genuinely cannot handle the thought of more drama in this stock. TXP has also hit me for 6 recently. The fact that people are still in roles in TXP and here after the Shinez mess only says to me that major investors know that if they remove them whilst the sp is down, it will simply take it even further down. Although Calamity Baay at TXP is such a monumental f@ck up that sacking him I do believe will help the sp both int he short and long term. Major holders here are clearly hoping this team can dig us out of the big hole we are in. I'm surprised Kestrel haven't made a move by now.

Edo, what email address did you use? I sent them an email but got no response as yett

If that's the case, they should definitely have put out an RNS as it's the majority of that business. I've emailed IR and Nomad. Suggest others do the same.

Ffs, what is wrong with these guys? Thsi is absolutely material information that should be shared, in the same way as they shared the good news about .co. Suggest everyone messages IR and the NOMAD. If true, they need a massive kick up the @ss. They need to outline what this means for the DIS segment, and whether it affects the flimsy guidance they have provided to date.

Out of interest, how many domains do we manage in total - it varies all over the web?

Oh, and thanks John for passing on Lyin Paul's response. I seriously don't know how you stand the man, given the immense losses he has incurred on all of us.

Seriously guys, Q4 is a b@llocks bit of guidance for hook-up. Look at timings on everything that useless pr@t has managed and tell me the odds are high that Casc 4 & 5 will be online in 6 weeks. Based on a very long history of failures, we'll be lucky if they are online in November. There will be some other 'dog ate my homework' excuse, which will end up being something ret@rded like they forgot to order a critical piece of equipment. Q3 numbers will be equally diabolical, but he'll wait for hook-up and some initial flow test results before sharing them with us. So transparent this guy.

As for equipment, what is the $6m compressor point?

Other points from Lyin Paul...

- Bank-funded CB, equity raise funds drilling. Well, just because the lying pr!ck keeps saying it, doesn't make it true. Firstly, the equity funding provided security over the loan, and then it finances drilling. If it didn't, well then the loan terms would have been easy to change. But the bank is insisting on an equity raise, which means they know our numbers better than Calamity Baay and have said no dice without a BIG capital injection.

- Portillion still legally binding. Great, so where is the money at 20.5p? And why did we do a mega raise at 16p just now? All that boll@cks about Central being self-funding, so why then another last-minute raise? It was to pay our immediate bills. And the only way to continue paying the bills is to finish Casc 4 & 5 asap. The charlatan has no idea about the numbers that pays his $800k package.

Let's see when Casc 4 & 5 are hooked up. My bet is it won't be in 6 weeks. SP today tells you what the market thinks of Calamity Baay. Having said that, the value here at 14p is even greater now. So if you have spare cash, this is the time to stick it in, even with a clown like Baay in charge. He has done so much damage that it's hard to see it getting any worse with the parachute raise a couple of days ago. No doubt his share purchase will be less than SM does in a day. Why would you, when you get paid in shares for being an abject failure.

As usual we have to wait months for anything good, and that's far from being a given.

Stas / Reserved, I suggest you email Thomas - he does come back to you. Quite a breath of fresh air compared to some of the AIM CEO's out there.

In the meantime, read the questions / answers here, and watch the last interview he gave where he answered investor questions. Pretty much all of them are mine, which goes to show how few people have their eyes on this stock. So you know the reason for the delay is regulatory and timing / scheduling for the clean up equipment. They will start 'imminently', which we all know as sometime soon, but who knows how soon. He mentioned they will RNS important milestones with the clean ups and well testing.

Based on everything he has said to date, and what has just been released today, I think they already knows that it's commercial. He has said many times they already know they are dealign with a 'world-class' reservoir, we just don't know how good it is. The main concern that I have is the clean up will damage the integrity of the well or something like that. I don't know whether this sort of clean up ops comes with very little risk, or a lot. But the key thing is he has already secured a big chunk of the finance required for the build out, from a major local bank, who also happens to be a major shareholder. That sort of thing rarely happens. And it shows hwo he is trying to reduce any dilution, probably because he is such a major shareholder.

So you know he answered one of my questions in the video interview on 'what he would hope to see for well flow rates and He%'. In his answer, he referenced the last flow rate for JS1, which was +820mcf under natural flow for 2 days (with well head pressure still climbing when shut in). Based on this, he said with the deepening of the well and He reservoir extending to twice the initial size, he would hope to see 1mmcf or higher at 5% He or higher. Remember, there is over 70% CO2, which is worth circa $25mcf, so about half the value of the Helium.

Some numbers - If they hit 1mmcf @ 5% He ($500mcf) and 70% CO2 ($25mcf) for 330 days, you get $8,250,000 He + $5,775,000 CO2. Or $14m per well. This is over 3x HEX payback per well. Obviously the size of the footprint is important, but he continually references the most prolific He system in US history at Pinta Dome, and the numbers they are seeing at Topaz are greater.

All going according to plan with 1mmcf @ 5% and CO2 @ 70%, I can see us matching HEX mcap or better. HEX is a great company that I stupidly missed. Hopefully, we can do at least as well as them, given it will be a much faster payback here if they get those numbers. Thomas is also all over publicity, as I'm sure you can see. He just needs some big numbers and we're off to the races. Today's news is a huge step towards production that people haven't seen, because no-one is watching (for now). AIMHO GLA

That's certainly one way to replace the CEO :)

Stas, you're normally level headed, where do you stand on what has transpired? I've laid out my position based on what has happened. How do you see things, especially on what appears to be another last minute raise, at an even lower level, to pay the bills and drill some wells so we can continue paying the bills. One of those bills is a big fee for the raise, and another being Baays fat pay cheque.

SS, I'll most certainly be emailing Calamity Baay again.

As for 'there being value down here', all I can say is you'd bloody well hope so. The share price is 14.25p! There's even more value at 12p, so should we be happy with our lot? As for us 'making money', well the last quarter shows we weren't making money. And the only saving grace is the Central acquisition that Lyin Paul has royally f@cked up. And even though we are going to be making more money in future, we're also going to have many, many more shares. So your eps isn't going to be as good as it should have been had we raised when Central was announced (like any competent CEO would have done), or if we raised shortly afterwards with reputable bookrunners for 20.5p or greater, rather than waiting 6 months where the deal almost fell over before a last minute bucket-shop raise at 20.5p, which is now 17.6p. But the biggest issue, other than zero trust in our CEO, is that he attached a monstrous equity component to the loan without telling the market. Remember, we've still got over £5m to be raised. So another big stone to get placed around our neck at some point in the next 5 months. A ret@rded monkey with an 8 ball could have done a better job with our assets than Calamity Baay over the years. And likely would have been more honest.

Out of interest, what 50% do you not agree with in what I'm saying? I've been quite factual, except where stating it's my opinion on what's likely to happen next, so interested to know where I've misrepresented things?

Btw what I type here has f'all impact on the sp. I'm one PI, and I'd rather state things as I see them, backed up by evidence / facts, rather than ramping on nothing. And if you do believe folks are influenced by me, well I feel even more compelled to be honest and realistic in my views, so I don't sucker folks into an investment that still has high risks involved.

From where I sit now, risk has been alleviated up to 17.6p. Above this level will require Casc 4 & 5 to be big successes. It's these concrete things that will attract the investors we need, because the funding gap (if it still stands) will likely be filled at 20p, and it will be put into more wells that payback in short time frames (hopefully). But, and this is my opinion, even with Casc 4 & 5 being two of our best wells, I don't see us breaking above the low 20's. The only exception to this is if the last circa £5m is waived. The problem, of course, is we don't know if it's absolutely needed to drill wells or to pay bills. Calamity Baay, after all, likes to keep things from us. And he also wants to keep getting his $800k package and the fat bod to get their cuts as well. Absolutely shambolic the mgt here.

it's funny how no-one was banned for continually posting non-sensical, rampy rubbish? the reason i have kept repeating myself is to give reality checks to the absolute bull**** being posted by people on here (and there) with rocket emojis. the reason why lyin paul is still in a job is because so many of you are caught out by his little sleight of hand tricks. christ, some of you looked at yesterday as an amazing win. well, look at the sp folks and ask yourself who is more likely to be right - the person posting rocket emojis, or the person explaining what has transpired (backed by facts), and what is likely to happen as a consequence of those actions. i never joined discord in the past because it always seemed like a fanboy echo chamber. this just proves my point. the only thing of value was john's efforts, which in the end had lyin paul's stink all over the responses. ross posted the last email response from paul - look at the content of that, and what happened yesterday, and the reason why. funny how calamity baay in his response never talked about trying to remove the $18m equity component the bank didn't ask for... turns out the bank did ask for it. is insisting on it. and the 'debenture' aka mega-raise @ 16p was needed to quickly to pay our immediate bills (then finish a half-drilled hole because it took months to work out they were using the wrong drilling mud). i mean the incompetence and lies from baay are just astounding.

for the fanboy club, do me a favour and muster together everything you have to get the sp to 20p. if i can sell my 1m shares at that level, before the placees dump their 60m or so shares, then you can see the back of me. i'd only take a £20k loss, but would rather that in 3 months than waiting another 9 months to make a tiny profit. in that time calamity baay could have blown up central. anyway, enough from me. if anyone wants a 'reality check' then go back to the beginning of this thread.