Member Info for ifiknewidberich9

The Diamond sale is as in the RNA update over GNW/rns relayed, 17th-21st in Dubai

Sub 65m volume on a 5000m share base is sfa.

Had been expecting an anticipation rise by hump day this week, guess Mr Market still has the hump with vast, slow no volume still.

Can imagine but not likely , maybe $20m

Unless he has the remnants sub 15k ct elsewhere, the sale is TAGS Dubai next week 17-21st 120k ct of Vast Diamonds included.

In other news we are BLUE.............

RNA update probably not until next Friday or the following Monday, released over GNW as most of Vast's are (rarely rns wire origin) , TAGS Dubai including 120k ct vast Diamonds 17th - 21st November, ASI has viewed the auction website, appears we have no entries on the 17th and the others listed, do not spark the imagination, for any top end prices.......GLA

Was always going to be vague, Diamond prices have been depressed in recent years and Zimbabwe Marange generally low quality and way down the pecking order for just African producers and quality.

No way Mr Vague normally on routine matters, was ever going to over egg it, unless the low end estimate, was way above what he was expecting, the silence and the comments about paying back debt in the Final Results RNA gnw/rns 31st Oct , from Diamonds and alternate funding, suggests he is also sat on his prayer mat, hoping next week is a good week in the Diamond Trade (over to ASI his department)

And yes got the hell out of dodge, when it did, with some tidy profits as compensation for ALLLLLLLLLLLLLLLLLLLLLL that time lol

It's far better than some, had loads of updates on the AQ's etc, forget what it was originally called, the company majority owned by Jim Mellon (New York Bank of Mellon) went into suspension pending an RTO, Silence and tumbleweeds, bottom drawer it went and long forgotten about, suddenly 2 might have been 3 years later, lit up in my PF as now being Atlantic Lithium, the medical device company it was, suspended at 2p, ALL quickly kissing 17p on return.

So a year and being informed of known HUGE assets deals progressing , this one is a breeze..........GLA

Here's another one, Santos also has plans to expand its Eastern Darwin complex from a single train , to 3

Will need more production from new fields, states had developing assets in Beetaloo and Amadeus basins nearby.

NY Stock Exchange Italian Giant ENI, was looking to leave Darwin BUT has now committed to its future. Wonder WHY 😂

Santos hopes in the longer-term to expand the Darwin LNG facility from its current one-train plant.

“As I said when I was in Darwin to announce our FID decision for Barossa, we have approval for two more trains at Darwin LNG and we are open to third-party gas opportunities,” Mr Gallagher said.

Eni has long been looking to sell its stake in Darwin LNG, the Bayu-Undan gas field and a 72 per cent interest in the Evans Shoal and Barossa project off the coast of Darwin.

However, it halted the process in January and now appears committed to remaining in Australia.

The new assets, could be a MASSIVE master stroke by AH, only time will tell BUT being on the doorstep of a BOC/Linde Helium refinery, the only one in Australia, currently IDLE, is kind of a big deal, likewise Santos the operator of those Amadeus basin assets, also owning the Eastern Darwin complex with giant ENI , with plans to expand to 3 strings

A Natural home for the new assets production flows, on its door step in the N.T

glalth.

Companies like LINDE, Air Liquide, and Air Products are leading global producers of HYDROGEN

The world's leading helium producers are the United States and Qatar, which together account for a majority of global output.

Major companies: Leading companies in the HELIUM industry include LINDE, Air Liquide, and ExxonMobil Corporation.

The more I dig, the more the Australian Officer (same geology) and Amadeus basins, with Santos , Linde/BOC and Darwin refineries in the Northern Territory (Along with many other big names at the other 2 Darwin complexes) the more it looks like a much bigger picture is evolving in the region.

With GEX getting in the mix with early mover advantage......GLA 🤔😲🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑

Old article from a couple of years ago BUT it sets the scene for Amadeus Basin resources and Darwin, now 3 complexes at Darwin, Western Ichthyus Shell, TotalEnergies and many others, central still building preparing for new assets and the Betaloo Basin discoveries, the East complex run by the Santos/ENI and Korean's. Darwin just keep growing......

Santos has now temporarily closed the plant after its Bayu-Undan gas field was depleted, forcing BOC to also cease helium production.

In a statement, BOC — which is owned by multinational chemical company Linde — said it would "continue to supply Australian and New Zealand customers with more expensive (transport costs) imported helium sourced from several Linde plants overseas".

BOC's Darwin helium plant produced about 3 per cent of the world's helium supply, far behind the United States and Qatar — which dominate the global helium market.

"The Darwin plant had capacity of around 180 million feet per year of helium, which is several times more than the size of the entire Australian market," Mr Kornbluth said. ((Note Bayu was only 0.1% Helium, Amadeus looking at many multiples of that rate))

Potential new helium resources

Santos is working to backfill its Darwin LNG plant with a new supply of gas, but its new gas field, Barossa, does not contain enough helium to viably extract, according to Mr Kornbluth.

BOC said it was "actively looking for new feed gas sources in the Northern Territory".

Helium is only produced at a handful of locations worldwide, so successful commercial production is likely to draw international attention to the unique and potentially vast helium resources of the Amadeus Basin," Central Petroleum CEO Leon Devaney said

BOC owned by Linde a gas WORLDIE

Linde gases are used across just about every industry and country in the world

https://www.linde-gas.com/

BOC Healthcare supply quality medical gas products, equipment and services to Hospitals, Aged Care facilities, General Practitioners, Dentists and Veterinarians.

BOC is Australia's leading gas & welding equipment specialist

BOC, a Linde plc company, supplies Australia, New Zealand and the South Pacific's most comprehensive range of industrial, medical and specialty gases

https://www.boc.com.au/shop/en/au/healthcare?gad_source=1&gad_campaignid=12507006671&gbraid=0AAAAADr2Ly2jgZVfy10yFO5iifTzXUamb&gclid=EAIaIQobChMIucXYu-HskAMVBoBQBh3kbDOCEAAYASAAEgKnp_D_BwE

Barclays now 1.80p on the ask

Still ticking up Barclays now want 1.775p

GLA

Just did some topping up on the drop, last one was back to 1.7245p

Execution Date12/11/2025

Execution Time10:39

Value£1,293.38Price (settlement price)1.7245p

Transaction charge£6.00

Stamp duty£6.47

Contract total£1,305.85

? Big bounce coming/news due GLALTH

📰🔴👀👀👀👀👀👀👀

we shall see hcb, we shall see.......

lots of if buts and maybe's , when it comes to this sector.

eg

known gas discovery hussar-1 above the salt, under which the primary target reservoir lives

is it commercial at this location below the salt (all local indicators say it will, other drills , seismic etc)

other regions below salt's usually much, much better than those above.

will it have commercial rates of h and he

will h1 be usable or will a more expensive new spud be required

will h1 crumble during drill

will they get an equipment blockage

lots that can go wrong, its why above all others , the oil and gas sector is the ultimate high risk v potential incredible rewards

as they say, only bet what you can afford to lose

protect your capital , slice asap to recover it and hopefully some profits on the way up

then ferguson's squeaky bum time, hold what you can , freebie if possible

big winner 10 50 100 bagger or oh **** duster and it's gone.

Those stats worthless, all based on an added BEST GUESS on every rehashed TRADE taken from the real lse, which does not label , like all the worlds markets, you see a colour code or buy/sell/unknown its a crap algorithm GUESS.

Better guide

Trading flat - small rise/fall Trading pretty even

Large rise, buyers out in force, making the mm's work for shares and increase the bid to fill orders, or pump to forward sell confetti coming (aim mostly)

Large fall, large seller, wonga still on a final clearance sale ii my arse having sold down from high aided by panicked pi's , need to fcuk off......... 😉😉😅

It's never , ever about sp, unless a what's happening today , trader, skimmer, scalper, it is always about achievable MC , market cap value.

Achievable MC, divided by full share base = potential sp

Will serve you well, on any share, now do you think on success at Hussar, GEX is worth £50m , £100m, £250m , £500m or longer term with now 5 re-entry assets across two in vogue basins. DYOR and place your bets accordingly.

As Hussar is not a wildcat, already with potential offtake deals, it will transform GEX

Many minnows across the market, have roared to $250-£500m while drilling/anticipation rises, 88e about ten times so far.

Cove had a hit, was bobbing 22p-25p, Shell came in with an offer for the gas asset 85p per share , bidding war won by Thailand Noc £1.25p ps

RKH 500mbo , low share base at the time like GEX, WAS also 5p, drilling anticipation 25p (when I jumped in) brokers note was a conservative 89p

on RNA , roared to kiss £5.72p

Hussar alone is comparable with 500mbo

Hussar as a potential in-situ value of US$55bn of helium and hydrogen, and US$5.24bn of natural gas.

Again read the recent RNA (words/document) sitting on the rns news wire, other wires are available for London RNA origination.

Drill permit approved

Work planned , up to 50 days site prep's can commence

Then ready for spud

Basically, move the drilling plans AH had for last year into this and if above true, a window of December / January comes into view as

site ready for re-entry of Hussar-1 2040m turning it into Hussar-2 3200m.

Hussar could be drilled , GEX flying and still waiting for new deal permissions. A raise then of £7m would be better than nominal 5p now.