Member Info for Goldstinger

Still showing as 4.98% of Blackrock’s Special Situations fund on Hargreaves Lansdown platform. So there’s still at least one big backer . Not that I’ve researched much on this. I just noticed when analysing my Special sits fund.
Is this a good entry point I wonder? Might have a look tomorrow.
GS

1. "great progress on supply agreements (eg USA just announced) and continuing to work on new distribution agreements as well"
2. Money raised "to satisfy demand that could not be satisfied on the open market and .... started to see more interest from institutions who wanted to take a larger position within the business".
3. Roll out in USA - 37 states, initially 8 states starting in March. Massive opportunity for us.
4. Asia pacific - singapore distribution growing and helped provide a strong year of growth also in Australia, New Zealand. Looking ahead - indo/china region, building our footprint in our own backyard".
5. Asia 60% of worlds population - no clear leader in premium mixers. We have a good foothold and we are gonna build on that..
6. Premiumisation started to take off in the US, EISB well positioned to take advantage with new supply agreement.
7.
...and the last words are.....
"... to help us deliver, this year".

Lots of followers of HE1. Getting huge attention now. Enjoy everyone.
https://youtu.be/J2hI3-KvYZY
GS

Normally the share price would fall be the same amount, or thereabouts, as the dividend on payment. But normally, one knows in advance exactly what the dividend will be! Because no one is sure what they will pay out, the sp is in limbo trying to figure out where it should sit. The company was only born 9 months ago. Its still finding its fair value level, which for me is still too low. On top of that, you had millions of free shares handed to AAL holders. No one knows if they've all sat on them, reducing liquidity, or bought a zillion more like I did. 200% up and counting...
My view is it will slowly tick upwards towards the 22nd March. After that depends on the news. Let's see. Its not really a cricket pitch is it?
GS

I echo your sentiment davethechef. Seagreen was bang on. Great RNS this morning. The feeling with me is that they are doing everything that they can to bring shareholder value and create a really different challenger to the market. Can't fault the strategy so far. Our CEO is a credit to us and big investors and directors with plenty of skin in the game.
There will be ups and downs no doubt but still lots of news to come for holders. Do your own research and see if your own conclusions can spot the buy signals.
We should be better placed at doing some financial analysis soon.
Good luck all.
GS

Yes. No doubt the finance director sell was just a cash flow issue for him personally, or some tax reason. Maybe he's bed & isa'd.
If that's all the 'bad' news out the way we will all be pleased with the forthcoming rerate, very soon I hope.
As a side bet, I bet the southern neighbour precedes PANR northwards, frustratingly for some, but who cares. We are all in both now aren't we? Aren't we??
GS

Always good to have directors interests aligned with ours too. https://gb.wallmine.com/lse/prem/officer/1907255/neil-herbert
https://uk.linkedin.com/in/jeff-clarke-4b75156
Both have decent holdings. Nice to see some oil and gas experience in there too from Jeff Clarke.
I like the profile of this company and I do think, if lucky, we should all get our rewards.
There are clearly lots of unknowns. Ie how the helium flows, ie rates of collection, how the geology influences flow rates over time, purity vs cleaning / separation costs, some of which hopefully they either know already or someone has answers…
Back in profit, nearly… come on HE1.
Ps - tight *rse Minchin needs to buy a few more. I’ve got nearly as many as him!
GS

Does anyone have any views about how the 5G rollout will affect VOD, including the USA issues of worries near airports? I know the issue isn’t over here due to different bandwidth ranges, but just thought I’d see if we have experts in our midst?
The other thing I was thinking is that governments charged a fortune for the sale of 5G bandwidths. If it can’t be used near an airport, even in the USA only, who is liable for the lost business caused by any ‘bans’ on its use near an airport? Legal eagles territory?
GS

Yes indeed.. substantial reasons to expect continued upward trend for the next few months as news is drip fed out.
2D seismic results, then detailed drilling plans, then drilling, plus deals with potential partners (ref mou mentioned in today’s proactive interview). The fact that 2022 was mentioned as ‘The Discovery’ year at the end of the interview does give investors plenty to get excited about. I still trust DM to deliver, so I’m holding tight after averaging down considerably last year.
Good luck fellow gas hunters.
GS

Nice post Porky9. Couldn’t agree more.
Also https://www.gasworld.com/kornbluth-latest-amur-fire-tightens-helium-supply-for-2022/2022514.article
GS

Yeah. HFB seems a genuine, if not a tad over enthusiastic, geezer.
I’ve dipped a couple of toes in here and optimistic also that things will work out well. Knowing the risks is what HFB repeatedly reminds us all about. Not a a ramper in my view.
GS

Sorry if already posted.
https://www.geoexpro.com/articles/2021/12/timor-leste-exploration-renaissance
GS

https://www.stuff.co.nz/life-style/food-drink/300479075/coffee-and-tonic-how-to-drink-it-properly-and-why-its-actually-good
GS

https://insidefmcg.com.au/2022/01/14/east-imperial-secures-major-funding-plans-expansion-into-asia/
GS

Hi all. It bothers me that everyone shuts up on here, especially when drilling starting. This should be flying. The only reason it’s not? Jays’s silly grin on that video. What ceo does that? What a prat.
GS

I asked my nephew 2 weeks ago to buy some east imperial packs in Sydney. “0h, I’ve heard of them” he said. Yesterday he says “ sorry but they are out of stock”. Speaks volumes for me. The city crowd in Aus love this brand. I can see a very clear trajectory.
GS

10.40
Are you on weed Jabberba? Never in a million years will this retreat on Monday. I wonder what the 6 million trade was, after hours. Hmmmmm.
GS

Yes and as the population suddenly declines as it surely will due to natural causes, burning coal will not seem such a bad idea. Big fads die quickly. Who remembers flared kecks?
GS

Who’s not been listening then.
Key = TL not some big noise. Unless the big noise wants to pay off the TL gov.
GS

Take care Daven66. I hope your instincts prove correct on this one. But please be much much more careful to protect yourself and loved ones’ financial future.
Quite sure with DM fingering new pies, this will be sold soon. , hopefully at a premium, hence recent rise. No inside info, but instinct.
GS