Member Info for Hepseal

SWC apparently have many millions of warrants to hit the market in early 2026 - possibly a reason?

Potential gain from the Yellow investment + growing BTC Value.

I totally agree Bobbby that it is likely to be something on those lines.

"Work is ongoing on commercialisation options, including discussions with Indorama Corporation, as well as work on field scale development scenarios".

Just a thought but it occurred to me that Block and Indorama could possibly jointly form a satelite company to deal with the CCS project.

"Bitcoin is finishing September with a positive 4.5% gain, closing around $113,100. This rare green September could be setting the stage for a powerful Q4 rally, based on historical patterns that have proven reliable in previous market cycles."

Key points from interview:

1) Bitcoin Strategy Shift – Coinsilium's Forza unit will continue accumulating Bitcoin, but funding will depend on market conditions and shareholder value.

2) Yellow Network Launch – Coinsilium’s early investment in Yellow could be transformative, aiming to fix inefficiencies in crypto trading infrastructure.

3) Portfolio Growth – Encouraging progress from Greengage and Otomato adds further long-term upside beyond just Bitcoin exposure.

IMO very good interview confirming the company strategy.

MP re Yellow - "something very exciting, call it a Lottery Ticket."

Courtesy of Maxelia Consulting Group"

This interview highlights how Coinsilium’s H1 2025 interim results showcase a resilient "hybrid digital asset" strategy differentiating them in the industry! With a focus on its BTC Treasury via Forza Bitcoin raising approximately £17M to grow its Bitcoin treasury to 182 BTC in a short period of time!

Great conversation explaining how the NAV metric is not reflecting the "true value" of the company, this might be resulting an undervaluation of the market valuation of the company.

This leads in nicely to why the Coinsilium Group is more than their BTC Treasury in isolation, bolstered by additional digital asset ventures which may currently be conservatively valued due to their nature and early stage growth.

These two elements demonstrate a USP within the sector. With Yellow's Q4 token launch and Eddie’s £200k+ Bitcoin forecast by mid-2026 offering strong potential growth, with accretive buys and enhanced communication poised to unlock shareholder value.

MP - Yellow coming to "Critical Point" this coming quarter, i.e. Q4

And this one courtesy of PJ on X:

"Now mkt cap equals #bitcoin value (or an mNAV of 1 for the more gregarious investors).

Now phase 2 for Coinsilium - never has this business been so charged with working capital and driven mission."

With respect guys, I am going to stick with the RNS statement of the 26th August:

"It is expected that it will take 4-6 months to determine if the CO2 has successfully mineralised in the reservoir and therefore proceed to the next steps in the project."

This statement will almost certainly have originated from OPC Consultants who are managing the pilot scheme and there associated consultant has unique knowledge in this field gained from the Iceland project.

Good morning Trek - I am surprised as well.

I have just done some quick calculations for the period since 30 June.

Added income from Bookbuild, Placing, WRAP + exercise of warrants

Subtracted amount for subsequent BTC purchases.

Subtracted generous amount for admin, fees, expenses, etc

I come up with a current cash balance of around £2M

With Yellow on the horizon the company appear to be in a strong position, all looks good to me.

Rpg7 - To put this into context a snippet of information from the original OPC presentation in Dec,2023:

"Geochemical modelling: 250 days for 95% carbonation (CO2 fixated as a rock). Compared to 1,000 years in

sedimentary systems"

So it would appear that they may have modified the time frame a bit since then.

Interim Financial Statement for six months ending 30th June due by 30th Sept, i,e. next five trading days.

Will be interesting to see the cash balance at 30th June + any additional information tacked on to report.

From RNS 26th August:

"It is expected that it will take 4-6 months to determine if the CO2 has successfully mineralised in the reservoir and therefore proceed to the next steps in the project."

Not based on any technical knowledge but the last sidetrack was WR34 .

Drilling took approx 5 weeks with a further 4 weeks before well test results.

WR34 was a "conventional sidetrack" whereas this is a "pilot slimhole sidetrack" - not sure if that makes a difference.

Not today!

May mean no Farm In on Project 2 but will have no bearing whatsoever on Projects 3 and 4 Farm In's

KRT-39 has been producing for approx 30 years and is located in the same compound as the collecting Production Separator so Civil's costs should be fairly minimal. It is not clear if the new sidetrack will replace the existing production well or if it will operate in addition to the existing well.

Courtesy of a poster on X:

"Want to buy a piece of the @Yellowpie? 🟡

Perhaps now would be a good time to look at @CoinsiliumGroup

Stakes in various web3 projects held under one banner, a #BTC treasury too... 👀

Currently, available at a laughably cheap price."