Member Info for ifiknewidberich9

CORRECTION

Natural Gas + Hydrogen etc.........

The new assets are down the line additions, focus remains Hussar and Mt Winter in the near term, they go well and GEX will be flush with success, coining in revenues to pay for the expanded portfolio.

Santos, has gone through a major change, 2 1/2 years without Darwin revenues, with other large projects still ongoing, as it's dual pipe project to bring Barossa to Darwin and reverse the old pipe Darwin to Bayu Undan into co2 and waste carbon storage facility.

Bayu was Australia's only source of Helium, Santos will want back into that action, Bayu was only 0.1% He-4, Amadeus basin, up to 10 times that with both He-4 and 80,000 - 140,000 times the price He-3 shows. Amadeus and Darwin refineries both in the Northern Territory. Nice........GLA

Also, must be 2-3 years ago, read an article in the Sydney Herald, which said oz ahead of the game gearing towards future blue and green gas projects, with already half of the refineries in country, re-configured to take Hybrid Gas, Natural Gas + Helium etc.

No2 Aussie Gas company Santos, Darwin refineries , Amadeus Basin assets and Officer next door, seeing a very nice big picture evolving here, if AH and co, can pull it off BUT first needs to get Hussar up and running..........GLA

The operator of the new assets is Aussie Tier1 Santos (3 recent takeover bids $18.7 Billion) they will set the timescales. Focus now is still on Hussar in the immediate term. RNA update stated , on receipt of permit, can get on with preparation work previously listed. Another RNA that this work would take up to 50 days to complete, then DRILL READY.

Based on that and the drilling plan for a year ago, complete prep's and a window for spud , could now be Dec / Jan 26

All eyes on the next RNA update over rns/other news wire.........GLA

Not the case here Shar1, market 101 you can not raise below your share nominal , GEX is ORD 5P Shares and a low share base so zero point in consolidating to a new nominal or sub division at this stage. So has to be 5p OR hIgher.

Helium One Global Ltd Ord Npv (di) so can raise as low as 0.1p no matter what the price currently is.

Main Market v AIM wild west casino

We, unless things change, sit back and let SANTOS do all the work and pay our way, when they make cash calls for work programs for our %

In the near term, GEX pulls it's finger out and gets playing TRUMP on its own assets. Drill baby Drill.......

later Gators...........

That's the million dollar question, when do they raise for the new assets, it will take time for permits etc to transfer.

£7m before Hussar at the minimum allowed , share nominal 5p - not great but will still be a low share base

£7m after Hussar drilled...........could be a whole different game and far less dilution.

We go again tomorrow.............

You are read the latest RNA updates sitting on rns news wire, now license approved, can get on with the site prep's , which in Feb site visit RNA update, stated would take up to 50 days, to be ready to drill, so a window of December 2025 / Jan 2026 comes into play.

If you look at the previous plans, as you say, its just a case of moving all the timelines on a year........

The new assets are under someone else's control, revenues will be needed from Hussar and Winter, to fund them, when SANTOS makes a move and starts calling for cash for its work programs......

Santos do not usually just drill 1 well, if aiming to go to production, they usually drill multiples, like Barossa now online at Darwin, that's 6 wellheads going into the pipeline with more to follow, Bayu which it has replaced was around 25 wells.

Big boy plans and timelines in play, not our minnows.........GLA

AI worth used toilet paper when it comes to pricing Diamonds accurately IQ 57

Has zero context, to the 4c's the Country of origin and place , Zimbabwe / Marange

Average of ALL Diamonds sold by Zimbabwe last year on the African ranking list, Namibia 1 at $650 ct, Zimbabwe Marange 22nd at $ 93

If we get the 20 year rated £15m / $18m , it will be a fantastic result.

AP's comments in the RNA Results over GNW/rns 31st Oct , do not inspire confidence HE believes it will be enough

DEBT

to clear with Diamond sales AND alternative funding............

Think his words, honest for once, carry more relevance than a dimbo GUESSING machine...........GLA

11-Nov-25 16:03:17 0.182 21,000,000 £38.22k

Premium to prevailing prices moving into close , so looks like a nice little buy..........GLA

Dimbo Algo, base on its NOW TIME and STATUS, no matter when the Trade conducted

All above ITS MID price = BUY (Never the case)

All below ITS MID price = SELL (Ditto)

All exactly on its MID, all delayed TRADES (not black trades / mm hocus pocus etc) and all IT see's as outside of its NOW STATUS range CHOKES = UNKNOWN

As basic and simply stupid as that but its all we have.......

Makes daily stats, share ratio's WORTHLESS on most shares EVERYDAY.........gla

Check the trades out on the REAL LSE (no labels) and the secondary AQSE (Even less info on trade prints)

No deception whatsoever , the colour codes and buy/sell/unknown are NOTHING to do with MM/Market, they are all a rehash and GUESS by the dimmest Algorithm on the planet, employed by 3rd party sites like this one.

The worlds markets only print TRADES, they consider as ALL being both a buy and sell, hence no labelling.

You see a colour or a label, you are looking at a BEST GUESS ADDITION, not a fact, some trades on all shares , will be labelled in the wrong direction, as Dimbo Algo , has its usual bad day at the office.........GLA

It's a magnificent DOWN THE LINE deal , joining the Aussie Major OPERATOR SANTOS (Couldn't care less about cp), as you rightly say, timing will be key, can't find anything on Santos planning a near term move, so look like time is on AH and GEX side, it will take time to get the transfer of permissions and permits, in the mean time, GEX Focus should remain on near term drilling and production at Hussar.

By the time the money required for the deal completion and future operational cash calls by operator SANTOS, our little minnow with big ambitions, GEX could be a whole new funded animal, with revenues coming from Hussar and fingers crossed soon to follow Mt Winter.

This could end up MAHOOSIVE, 5 X Known gas drills, re-entries , with the Amadeus Basin known H and He flows, the Officer Basin almost twin geology, so high probability, it holds similar secrets to Amadeus.......GLA

Still hoping AP has some other bread crumbs to feed the market, Romania, Tajikistan, Zimbabwe return to bolster and steady the ship, if his lack of confidence in the Results RNA on 31st Oct prove to be the case

debt

clear with diamonds AND alternative funding........

Not a line we wanted to see.

Https://www.investegate.co.uk/company/VAST

RNA more likely released over GNW and relayed on the London Exchanges own rns wire, as the vast majority of vast's are

Why it's best at 7am rns o'clock to check Investegate or the real LSE pages, if system problems, those originating on the other 8 or more services used for London releases (all picked up and relayed by rns), they usually fall in LATE or even later if the rns also having issues.

Another for the notebook, if you have a Nasdaq dual listed, sometimes they strangely release twice as did one of the covid darlings, it would release on GNW about 10-15 minutes before releasing again over rns the only difference being the HEADER TITLE, no idea why BUT gave some nice heads up before the crowd saw the RNA on rns.

CP hold a lot of land but not in the same league as SANTOS the operator of the new assets. They will lead the way, not the wannabe minnows.....GLA

Santos might also wake up, not just on the new assets but also our own, they have been going through a transition period, spending a lot, on multiple new operations, while its DARWIN production turned off for 2 1/2 years. Their offshore Barossa field and its new pipeline ( 400m for pipe alone) now completed and gearing up production at the long idle Darwin East facilities.

Coffers filling up daily again, they might just decide, its time for them to open their purse strings on its other assets again. As posted earlier, Santos 2nd biggest indigenous Australian company, has had 3 take over offers in the past 3 years, the last two Woodside (No1 Australian) and Abu Dhabi ADNOC for

18.7 BILLION.

They know they have some cracking monster assets in their inventory, hence the attempted takeovers, while thought weaker , with Darwin offline.

GEX now in with a REAL TOP PLAYER in the sector............GLA

The US Geological Survey's recent expansion of its critical minerals list demonstrates policy evolution beyond traditional rare earths. Ten new minerals, including copper and silver, were added in late 2025, bringing the total critical minerals inventory to 60 different materials. This expansion recognises that supply vulnerabilities extend beyond rare earth elements to encompass processing-dependent materials across the industrial spectrum.

Key Policy Framework Changes:

• Integration of copper and silver into national security mineral planning

Vast already have copper (BPPM Manalia Romania) and Silver (Aprelevka Taj Gold/silver mines)

Diamond auction but also the potential for AP to have assisted both Vast/Taj Gov under the MOU at last Thursdays Washington D.C Event.

Tajikistan Rare earths, silver Niche applications Assessment ongoing

https://discoveryalert.com.au/understanding-americas-critical-mineral-vulnerability-2025-rare-earths/