Member Info for G_G_G

They certainly come across as very confident inviting folks to come and see the testing. Will certainly look silly if the whole thing turns out to be a damp squib.

Also, do you have any pricing on CO2? There's a massive % of it in the previous gas flow measurements. It would be good to ballpark the value for this.

Nice one TB. Very happy to see those prices. What do you think about the gas having a lower average He % given the 10% is only measured in specific sections...? Is this correct?

Good to know TB on He price. I had read somewhere that contracts are normally between $300-400 and not as high as the numbers you have provided. For argument's sake let's use them at 5% helium and 1mmcf flow rates = (1000 x .05) x 500 x 365 = $9.125m per well.

Whatever was one looks at it there should be some good value form these wells. We know the He % are high. And we know the flow rates will be greater due to the far, far bigger part of the strike zone being drilled. And there's CO2 credits.

One thing that I wonder about though is whether we can expect 5% He. My uneducated understanding is 'up to 10%' was found in places, and therefore unlikely to be the average He content from the gas being flowed. Can anyone provide an educated view on this? Hopefully some great news will land tomorrow for the herd to discover over the weekend. GLA

Talk about low volume. We're tracking at a 3 month low, and that's with the sp at 55p!

Anyone have a view on how US tariffs could impact us? I can't see how this would be an issue but happy to be corrected. Hopefully another chunky BB program to be announced soon. GLA

That would be brilliant TB, but even if we take some lower numbers like double the recent flow rates = 1650mcf @ 5% He x $350mcf you get (1650x.05) x $350 x 365 = $10.5m per well, per annum. Obviously needs to account for decline rates but one can see how easily a $2m well can generate decent income. This also doesn't account for CO2 credits. I saw somewhere this can be up to 50% of He value, which seems quite steep, but even at an extra 10% it's another $1m.

Just need the flow rates to come in now. One would hope that double the depth with more of the reservoir tapped would at least double the JS1 initial rates. And we know the He values are quite high even at depth. So numbers should (fingers crossed) be quite good. Reckon we have a couple of days before we see something for JS1. Hopefully we reach previous highs, which is more than 3x current sp. GLA

What;'s the talk on the other board about sidetracks and drilling having stopped due mud issues...? F@cking circus this company. Starting to think Central is all about having stable cashflow being generated because they have no f@cking idea what they're doing with Casc...

surely 820mcf per day alone is commercial at 5% he...? some back of *** clacs but take an average flow rate over 5 years of 500mcf at 5% he and $375mcf value and you get circa usd$3.5m per year. my understanding is these wells cost less than $2m...? so well is paid off within 1 year, and the rest is on top. obviously there's a requirement to pay down infrastructure etc but you can see how easy this would be with 5 wells operating. they've literally doubled the depth of js1 with far greater % of pay zone to draw from so i don't see flow rates being a problem. the he % is key. but you also have the co2 credits, which make up the majority of remaining gas i believe...?

i might be trying to convince myself here but cannot see any of the other he stocks out there being as good as this one. there's no water, unlike he1, and we're in the us with a strategic commodity that's going to attract a tariff. this means the value of us he and co2 goes up as well. i also believe the reason why they have pulled back from further dilution is they already know what they have here. they have plenty of cash to get this closer to a £75-100m mcap before they need to raise any more cash via dilution and debt. mgt will of course minimize dilution given they own 1/3rd of the company. some good results and a doubling or more of the sp is definitely on the cards. happy to be corrected on any of the above rambling.

My understanding is they have a quite decent sized land package and have only focused on a small part of what they hold. I do agree however that a greater footprint is needed if this looks like being a major He play. Not sure why they haven't managed to secure this already given the work they have done at a state level. Hopefully they don't open up a new frontier for others to come in and take what's surrounding them.

I'd say he's over there pitching the company and trying to save his job. I had no intention of holding this many shares but chased it down when the sp was in the low 80's. I've been sucked in twice now, which is why I want to crucify the bod. I initially invested on the guidance they gave in September last year that we'd end up $10-20m higher than what we exited this year, and stating further growth in 2025. They then dropped a left field bomb that sent the sp to circa 80p, but not before some insider(s) managed to exit. Then we had the t/o. And then the last nuclear rns that came from nowhere. I cannot see us dropping any further, but I also have little faith in these f@cks up creating a lot more value. Look at the Shinez mess. Unbelievable f@ck up and they all still have jobs. They should be pursuing a DIS sale, but only a +7.5x multiple. It's the only sensible thing to do.

Absolutely bonkers there has been only 16 trades today. This must be an all-time low for value of shares changing hands. Begs the question, who the f@ck has been selling whilst we had +100k daily BBs. Clearly they have stopped for now, but why?

why would an ex board member sell now if everything is going to spike in the coming weeks...? makes no sense.

looks like a single seller dumping their holding and given we're in a news period it certainly has a stink about it. if we're witnessing an insider sell-off there's only two things that could be the issue. one is they have completely f@cked casc 4. given pb and his useless bod have form in doing this it's not unlikely. and the other is central has fallen over.

so far we're looking at the third highest volume day in the past three months. and we've had some **** news in this time. so not looking good. makes one wonder how low we can go if one of the two things above happens to be the reason for the sell-off. absolute clown show here.

I can assure you my 600k shares will be voting against our chief clown. F@cker needs to drive more value for us. If that means selling some of the family silver then so be it. He has built a Frankenstein and if we can offload DIS or Comparison for good multiples they should jump at it. I'd personally like them to keep Comparison given the fast growth profile, and double down on Search. A DIS sale for anything better than 7.5x Ebitda should be accepted. This will put us straight back through £1 and from there they can start a kore focused re-build. Not rocket science to get us back to a semi decent value. At the moment a bid of £1 with the big boys having the option to maintain their ownership would probably be enough for long suffering shareholders to exit. I'd rather we bin off DIS and be sitting on the same sp value with a far greater probability of going higher. Take the circa $165m (8x EBITDA), kill off debt, commit to 10% BB for 2025, and invest for future growth in our remaining segments. We'd have 225m shares, $70m cash, and circa $45m EBITDA this year with double digit growth profile moving forward. At 2025YE you'd have an EV:EBITDA of 5 @ £1 per share. This feels about right, but with a $70m cash pile and promise of double digit EBITDA growth in 2026 I think we could get closer to 6x, or £1.15. Any money back from Shinez and add at least 10p. Mgt need to pull their heads out of their @sses. Sell DIS, focus on Search and Comparison, and fix Shinez i.e. get back a lump of cash.

What could be the problem for us now. Did PB and the fat bod realise they drilled in someone else's acreage? Maybe after they spud Casc 4 over 4 months after they said they would, and have only now realised they have been using the wrong broken @ss drill...? Who knows what 'dog ate my homework' excuse these f@cking clowns will come up with next. Time to deliver or the +13% of PIs need to force some changes in this circus.

Nice find on the interview Lukee. As much as I'd like to crucify the leadership team, it did sound +ve about the near future. If one can believe what was said, then we're very much at a bottom right now with the possibility of part / full sale.

Agree they're good points :) Feel free to forward to our inept mgt team. Happy to give them some ideas on how to drive value for shareholders with this bombed out company. At the moment we're a sitting duck for a sub £1 t/o. After everything we've been through this could almost be seen as a mercy killing. In the meantime we have to wait for the AGM for another BB program. Hopefully they will double down and go for up to 10% funds permitting. But who knows what these f@cking !diots will do. Probably use the BB budget to go and buy another loss making company with little to no synergy with our core businesses. GLA

As for comparison, my understanding is He1 other than being in Africa (worst place in the world for small caps) is the He is low % and in water so very difficult / expensive to extract. Happy to be corrected on this. The other thing is He is lost in transport, and Africa isn't a market. So all in all I'd say that He1 isn't a great He play at all. If we get the flow rates and He% I expect the lemmings from there and elsewhere to come running in this direction. This is financed with very little dilution, which I believe to be deliberate by mgt as they have a good idea of what they're sitting on. Advanced from a government / regulatory standpoint. World class partners for extraction already signed up. In the world's biggest market. And will benefit from no tariffs. If they get the numbers this will rocket. I'm expecting ATHs to be reached and perhaps even exceeded, which is CAD 150c (circa 3.3x from current sp).

Pretty bonkers sp here atm. I think it's getting wrapped up in the Canada / US turmoil. Absolute coin flip on whether this goes up 2-3x in the next month, or drops by 50%. I've got 400k shares here so betting it's going to jump. It feels like great odds this is going to deliver given what we know already - 2 x wells with world class He shows (with both at deeper levels), very good initial flow rates, no water, significant CO2, and significant director ownership (who have recently limited dilution whilst raising funds at a premium).

Not long to find out on this now bargain binary play. Really hoping my only concern will be when to sell trying to hit the peak. GLA

tb, the bbs are doing f'all for the sp because mgt have f@cked up guidance twice, shinez, and trump (the ******) is driving the world economy toward car crash. the only things we have in our armoury are bbs, dis sae, or full sale. i doubt we will get a sale away in today's climate, so that leaves bbs to support the sp.

mgt need to double down whilst the sp is so depressed. they are generating enough cash to do bbs and pay down debt. they should do both. at the same time they should put dis up for sale. sort the shinez mess, hopefully with some cash back. and double down on their search focus. it's not rocket science what they need to do in order to drive value. waiting until the agm to agree another bb would be id!iotic imo given the current sp.

Why the f@ck would they stop buying now if they have permission / license to buy more and the cash to do so...? If ever there's a time to announce a new / extended BB program it's now.

This mgt team need to pull their fingers out and start focusing on driving the share price of which there's only three things we have in our armoury - BBs, DIS sale, or full sale. The last one will yield the worst long term result. DIS easily the best result if they can get +7.5x EBITDA. From there they can build again.

Stas, I'm trying not to look pretty much anywhere right now. PLSR is one of the worst places to look atm. Amazing price if you're after large reward potential.