Member Info for Helderberg

H/up. 45/MwH = 0.484/scm. Contango through Q1.

>0.43/scm through Q1 2026.

Spain NG market mirroring.

Gifted by an indifferent register and market at that price. Very smart.

Good job. Hopefully as easy for you as it was for me - Just a call to your broker.

imo - As close as we'll get to a ground-floor direct investment. See we were up to 7% of Viura from RNS last night. Offer closes 5pm today, so i guess there's still an off-chance of some more.

Taking the share offer - Looks a good one. Rather have it in the company than given to other punters. GLA

Debt the biggest killer on stocks for a while now - And higher for longer ain't helping. How much loan note debt is there outstanding here exactly?

Yay! - The Singing Bush is back.

He's trying very hard isn't he?

Anyway, welcome back xv.

Agreed. Anyway - significant skin.

Puts him on 23.7%, right?

Great to have you back Oke.

Two thirds of 500k. So £333k.

Hilarious. Written by AI? Either way - Proactive Investors showing the depth of their research. Hope this wasn't paid for.

Correct (fact), and correct (i.m.o)

Jains - Not wrong - I also get about £1.8m outstanding.

About 2/3 convertible at 4.25, and 1/3 at 5.5. .

If they don't convert, then repayments end of Sept, Dec and March (so about 600k each), and done.

That's useful - Thanks!

Dutch TTF is the most liquid and gives the best indicator. Its priced in €/MWh.

https://www.ice.com/products/27996665/Dutch-TTF-Natural-Gas-Futures/data

According to the BP RNS - "Gas supply price will be linked to Italy's "Heren PSV day ahead mid" price assessment". That market seems less transparent though, and I think one of the CPRs said that this trades at a small premium to TTF. I'm sticking with using TTF and multiplying by 0.010764 to get to €/scm.

About right i think.

That's for the 2P reserves only mind.

Excludes 2C and prospects.

MyIPA - You're volumes look okay but you're out by a factor of 100 on the pricing. Its about €0.30/scm, not €30.

Still gives a handy number though, and forward prices look closer to €0.50/scm going out to 2025.

33% utilisation.

Yep - In lock-down 'til all the CLN's have been converted or repaid, regardless of news.