Member Info for Icarus69

Peace plan agreed by Ukraine. Of course it has. They're still talking about 800k troops, no territory concessions. None of Russia's core concerns addressed. Allegedly hostility between Rubio and Vance, Vance wanting to go ahead with Alaska agreements and Rubio pushing more towards European stance. The Russians must be wondering how they're embroiled in such a diplomatic mess. Trump flip flopping one way then back again, in fighting, partiality and no coherence on the path forward by the mediators and the losers trying to dictate the final outcome with the help of the deluded Europeans desperate to get involved if only to ensure no peace prevails. Not holding out hope for a quick resolution myself. Russia apparently have about 6 months until the money runs out to complete their objectives ( by that I mean they'll have to transition to a war economy following that for the reason that they don't print money the way US/ UK etc do, so maybe this is a measure to keep inflation/ purchasing power of the Ruble stable).

"I didn't say anyone trusts any politician. But no one trusts Putin. Other than you."

I'd trust Putin/ the Russians over every one of the main players in this-Macron, Starmer, Tusk, Kallas, Von Der Leyen, Zelensky and Trump.

I can donate some of the profits "if any, from my very small investment" to a unit of a Ukrainian Army or Marines. Russian company & IF I get a profit here, Donate some of it to Ukrainian forces.

You ain't donating jack...

Https://www.koroldanylo.com.ua/en/news/nimeckii_zurnal_pokazav_masstab_rosiiskoyi_okupaciyi_ukrayini_na_mapi_jevropi_24340

'let's think london, in 2025 alone russia has seized nearly 4x that area (arpund 2000 sq miles).'

katapult magazine has represented the territory russia has taken (114,500 km sq) in relation to different countries area, ie 1 1/2 portugal, almost 4x belgium, about 1/3 germany and italy, and what looks like almost all of greece.

https://share.google/c4bwy3mhtjk***gt1

So good I posted it thrice 😆

And....

Before the Ukraine war, Eurasia Mining's market valuation peaked at USD 1.6bn. A December 2021 research report concluded its assets could be worth up to USD 5.6bn once in production. The prospective buyer of the assets would have made a steal at the agreed price of USD 1.2bn.

I'm not sure if this was discussed from the recent research link posted.

When Eurasia Mining and UBS put these assets up for sale in 2020 (with the idea of Eurasia Mining cashing out altogether and rewarding its shareholders), there was concrete interest from large firms not just in Russia, but also South Africa and Kazakhstan. One offer advanced to due diligence, with Eurasia Mining seemingly in for USD 1.2bn of sales proceeds – causing the share price rally.

Unfortunately, just as the deal entered final documentation, the war in Ukraine started. The signing was planned for 24 February 2022, the very day the war in Ukraine broke out in earnest. Western companies with assets in Russia suddenly faced constraints, and the sale collapsed.

When Eurasia Mining and UBS put these assets up for sale in 2020 (with the idea of Eurasia Mining cashing out altogether and rewarding its shareholders), there was concrete interest from large firms not just in Russia, but also South Africa and Kazakhstan. One offer advanced to due diligence, with Eurasia Mining seemingly in for USD 1.2bn of sales proceeds – causing the share price rally.

Unfortunately, just as the deal entered final documentation, the war in Ukraine started. The signing was planned for 24 February 2022, the very day the war in Ukraine broke out in earnest. Western companies with assets in Russia suddenly faced constraints, and the sale collapsed.

When Eurasia Mining and UBS put these assets up for sale in 2020 (with the idea of Eurasia Mining cashing out altogether and rewarding its shareholders), there was concrete interest from large firms not just in Russia, but also South Africa and Kazakhstan. One offer advanced to due diligence, with Eurasia Mining seemingly in for USD 1.2bn of sales proceeds – causing the share price rally.

Unfortunately, just as the deal entered final documentation, the war in Ukraine started. The signing was planned for 24 February 2022, the very day the war in Ukraine broke out in earnest. Western companies with assets in Russia suddenly faced constraints, and the sale collapsed.

https://www.undervalued-shares.com/weekly-dispatches/eurasia-mining-1000-from-selling-russian-assets/?utm_source=Weekly+Dispatches&utm_campaign=a8d73fb1f7-US_WD_2025_11_07&utm_medium=email&utm_term=0_6e748b56d1-a8d73fb1f7-460138180

$1.2bn puts us at about 9x current SP.

DropD, deliberately missing the point? Why would I do that?

The point I was making, (and I'd have hoped it was pretty simple to understand), was that with economies of scale alluded to, you'd hopefully expect more than 3.84% 'discount' when spending $10m, so my suggestion was 8 was a little bit on the low side, and it was more likely 9 or at a push 10 wells that could be achieved with that outlay. Think you're being a little bit precious there mate.

....... and you always get a better deal for cash, ahem......., nobody from HMRC on here is there 😟

Each well costs $1.3m - less if booked as a campaign as mob-demob costs lower, economies of scale gained

• $10m may deliver 8-9 wells in this context

Hopefully this doesn't come over as being pedantic, but,

8 x $1.3m = $10.4m. As far benefitting from an economy of scale its a tad underwhelming 😆.

I'd say 9 minimum, 10 might be pushing it.

Bumble, I'd add Danny Haiphong, Daniel Davis, Redacted, The Duran, (and individually Alex Christoforou and Alexander Mercouris) to your list.

Https://youtu.be/4Q50QBFL2kQ?si=iM6yVUqjaWKZJA4F

21m 33s, Mark Moss ( who I believe is an adviser or has strong connections to SATS) shows a graph stating the company holds 1149 btc valued at $117m but the market cap is @ $10m/£7m. Am I missing something, or is this 11x undervalued?

'...... wasn't sure from the interview whether 6-8 NEW wells were predicted by end 2026 or 6-8 in total?'

If I recall he said something about how huge the territory is and they had multiple target areas. 6-8 is short term.

Are you saying that you are a follower of the BBC? There are plenty of independent alternative media sources out there if you weren't so lazy as to look. That is the exact reason why you and the other deluded MSM followers have been and wil always be taken for mugs.

Not just that, blindly following along by the masses enforces the low level of leadership we get on the more awake of us too. It's said only 5% or so are able to think critically but I'd guess this is growing.

'I am with you , i had the chance of getting out with a nice profit, but hung on for the takeover . i am pleading temporary insanity lol'

Same here, mine were worth over 400k at one point. It was the 'shortly' 60//0x that convinced me to hold on for the sale, as my normal modus operandi is to trim profits and free carry where possible. With today's SP I'm about 15% down, with about 275k around the 27p range, so if I can recoup that, I'm happy to hold the remaining 1.4-5m and wait.

Just rewatched the proactive interview, ....and the question he was asked was have you had interest in it, not have you discussed it, ie we are being approached and not seeking out buyers. I'd argue that puts us in a much stronger position with interested parties in competition with each other

Have you discussed this new clean hydrogen with anybody

Bo, "yes we are talking to EVERYBODY."

You can't love him enough 🤣

"There must be big players looking at what Bo is sitting on here... £47m Mcap is peanuts... so an approach or takeover is very plausible but i think Bo would want to see this through himself."

I've not looked at how much skin the board and bigger investors have in Hex, but having been alerted to Hex by Don Durrett and John Feneck, when they invest it is in multi bag potential, and a large part of this is insiders holding a large percentage negating the possibility of a big player getting a company at a slight premium over the share price. They prefer investing in positions where management will be able to develop the assets over a period of time to achieve those massive gains of 10x or more, and not be engulfed into a larger entity and have these future revenue streams contribute a small percentage to the buyers profits.

'I cant see truck of helium just sitting around'

It might just float away though 😂

'Yes, I knew talks between the US & Russia on Ukraine are continuing and its only a matter of time before they agree a plan & come up with a solution agreeable for all, like has just happened in Gaza.'

https://youtu.be/Lr-Lap7ICc4?si=YD45VDQDYnvPQzlj

1 hr 3 minutes in - Putin's response to whether talks with Trump are exhausted.

Doesn't sound like Putin has entirely given up hope, but I'd argue the analysis from the YT video I posted of the situation is fairly removed from the status of ongoing talks you are suggesting CG.