Member Info for ID78

LW it IS purely down to the war.

There is some risk off behaviour with people selling up to hold cash expecting a crash (no doubt looking to buy back later).

You also see some money rotating to energy and Helium.

Slipping past the here and now - something that keeps smacking me full force in the face is … will this crisis provide a catalyst to EV sales and the graphite market?

If the war continues and fuel rationing happens then will people decide ‘f*** this - I can run an EV but not a petrol or diesel car’….. time to change! And going forward I eliminate the risk in the future.

So short term pain but you have to feel longer term that what is happening impacts BRES positively?

Apologies if this has already been discussed. I’ve switched off here during the recent drop. Saves me getting emotional and making poor decisions (ie selling out)!

*herd

Another thing.

Often when a share takes off there is an initial move with a certain gradient on the share price curve. Eventually the heard catch on and a far steeper gradient becomes the norm.

For a few weeks I’ve been looking thinking this is the initial move before getting catches on.

Now it’s the real move I think

Chavitari - today was buying from a few new investors after reading about Helium and HEX at the weekend.

We could easily see those that read and were thinking about buying - but didn’t buy today- kick themselves tonight and buy tomorrow. So another 10% could easily happen tomorrow.

As I said earlier HEX and the price of Helium are only just getting started…

DropD - I agree …. Similar to fuel supplies are not an issue as we are using fuel that was already in transit.

It’s still VERY early days.

Clearly some buying today after Helium being mentioned more in articles over the weekend. Word is just beginning to spread.

So VERY early days for HEX and where the SP will go

The only problem I have with the idea of rotating back to gold and silver is that HEX have plenty more wells to drill and to expand.

I don’t think I’ll ever exit HEX completely but take profits some time. Though we are NOWHERE near that point.

Spantrout - the word is slowly getting out 😁

Big bite

I mentioned to a guy at work about Helium. He had stated the conversation about how he had written a Python script for trading shares.

I suggested he look at Helium and why. His answer ‘how do you know all this’ - my point is not I’m a genius, far from it, but as you suggest people just don’t k ow anything about Helium. Not a thing. Just us numpties on these bulletin boards.

Give it time and someone will write an article that reaches a larger audience.

Meanwhile we tick up at 10% a week. Which is nice

Yep Troajan…. All about capital rotation.

I mean the markets are faltering, S&P dropped through support after a rounded top. It has a long way to fall and the increased price of oil means we are looking at recession and the markets falling more. Then there are other issues that were inherent in the economies before the price of oil rising that will be exacerbated by higher oil (food and petrol cost more, less spending power, increased loan defaults and bad debt …. )

The markets will fall further. Money will rotate into fiat (cash in your account). Safe havens are prescious metals … umm but they are dropping. How far will gold and silver drop (probably more). Was it all a bubble and (no - but I’ll leave that there)

But Helium shares will do well as the thing they sell puts in new highs…. and once the herd realises they can do better than having cash sitting in their account by investing in’s Helium company things will really move.

Maybe not as much as the bitcoin treasury companies but a significant stampede of capital rotation into Helium stocks is a real possibility.

Sit, hold and (hopefully) feel really smug later this year at being in early

Exactly Big Bite - masters of our own destiny here. Sellers market but we are not tied into contracts yet…

Lockheed Martin that’s who!

Hey beesty - obviously I agree!!

Last year I went in quite heavily into 2 shares where it seemed a unique opportunity and did well out of them.

Though to be fair, they didn’t have the fundamentals backing them that HEX has

I’m actually overexpose here.

I think that post was to reassure myself I’ve done the right thing!

It’s remarkable - it’s a risk off environment in the stock market just now. You either sell out and hold cash (risk off). OR switch your brain on. What is going up in price? Can I park my money in a company where free cash flow, profit have just multiplied vs what was forecast?

So … you can choose oil and gas but the issue there is hedging and the UK government increasing the with tax take if you make too much money. Also IF the war ends and the oil flows the price comes down.

You can pick fertiliser companies. Ummm … I only know of one and it doesn’t selling anything just now.

Sulfuric acid? Well yeah but what company just sells sulphuric acid on LSE?

So that leaves Helium. There are several Helium companies on LSE. The case for HEX is that it is now producing and cash will start to flow. They can expand the field to and earn multiples of what is possible now (it can grow)…..and there is the chance of Hydrogen which is a game changer and additional price multiplier. … so without Hydrogen HEX will make you money. With Hydrogen HEX will make you even more money.

But a lot of investors are still hanging on to their shares out of loyalty, faith, emotion and whilst those shares will rebound one day you could be in a company that is going up because there is now a massive shortage in the very thing they produce and for the next 3-5 years.

So hang onto a paper loss - or switch your brain on and move your money somewhere that you could increase your investment.

Obviously anyone holding here know all this. Anyone knew reading this…. Have a wee think. Everything is uncertain apart from

1) there’s a shortage of Helium

2) the price has just gone x2 to x4 on Helium

3) this company has only just changed from exploration to production an making money

4) this company will drill more holes and expand production

5) the helium shortage will last years due to the the lead time to rebuild the Oman gas plant

5) Hydrogen could be a price multiplier all on its own

There are just so many catalysts …

And if the assault carriers are hit before an attack?

There’s no doubt the marines can take the island but Iran have the means to take out an assault carrier. If Iran were toothless Hormuz would be open and Trump wouldn’t be attempting to strong arm other nations into sending war ships.

The USS Lincoln is being kept out harms way … can the assault carriers with the troops be kept out harms way of Iranian drones and missiles whilst launching an attack?

Doozer I don’t think it’s a masterplan by Trump he’s in a mess and doesn’t know what to do so he’s flapping about trying to find a way out

The issue is the assumption they can take the island.

Will Iran take out the ship(s) sent to the gulf before an attack?? Any attack will be met with drones and missiles. What if they sink a ship with marines onboard before they get near the island?

Or does Trump shout ‘there’s a deal … the best deal we’ve ever had, I win’

Agreed Doozer

I do agree Element troops on the ground is a massive mistake but does Trumps ego and hubris over ride common sense?

Honestly - I can’t decide which way he will go and what he will do next

Hey Doozer - sounds like IRG have taken control

They are spoiling for a fight

My thoughts are short term gold (and GGP) can drop further. Troops mean an escalation and with troops on the ground normally comes mission creep.

What about the markets? More risk off behaviour in the markets (people selling out). Including in gold.

Medium term and long term I’m EXTREMELY bullish but there could still be some pain and downside ahead.

My discussion is purely on price of gold. The potential of fuel shortages impacting mining is not something I’ve wrapped my head around.

Strike a deal and everything changes obviously … Trump is desperate to shout ‘I win - Im the greatest’ and run away from this mess.

Part of me feels all this chat this week is Trump lying through his teeth about talks and he’ll declare a deal (when there is none) so he can run away. Tehran saying will say there is no deal he’ll call it fake news ‘I win’ and lie and bluster his way through it all. Hell shut down any reporter with ‘it’s over that’s old news, we won’t. If Iran attacks any tankers he’ll say that’s not our problem, we don’t get oil and gas from there and we struck a deal, we won, so that’s not our problem. Those countries that use that oil and gas need to protect their ships.

My only problem is that he is sending troops into the region - why do that if his plan is what I wrote in the paragraph above...