Member Info for ihavenoclue

Pol, it is that office idiot getting caught with multiple names ... usual MO .... usual reply ... filter

"Help me.. think you have your % mixed up. The $ plant is more than 5% of a new one. $4m new and hex are paying $0.5m plus recommissioning costs. "

Ezhik, nope he is right. Originally $10m was thought to be required for PSA so it is 5%. Only on recent interview did Bo say $4m but that was just for plant and not set up costs involved.

S_o_h_ .... spot on :)

Pol, was that on the latest interview where the interviewer didn't understand that more drills meant higher revenue and were not for exploration purposes ?

Skippy, yup. Probably next week as they did say middle of Jan for start

"I do want to know what the plan is for Clink"

Skippy, the plan ? Isn't it to stimulate the well around the 2 formations and then run tests ? The results of these will decide the way forward.

Another green box started this Concern thread to spread FUD.

Ignore the noise means exactly that. Stimulation is a common occurrence and there is zero concern about it. Filter the BS spreaders.

"Where did the dividends discussions originate from please guys. Thanks in advance."

Teams meeting before Christmas - DM was asked about the SP and he said 16p will look pretty good when we are paying dividends of 5p or 10p.

"As to the comments this bulletin board, 5% fine and helpful, 95% useless speculation, making it up or just plain lying"

If you filter what you don't like it makes the board much better. You have to remember that both me and you were called "mass rampers" last year by the angry ones. My view has always been a long term one and if they start production in the summer then whatever has been said beforehand is pointless.

I have plenty of time to wait :)

Steve, he said shortly in the interview but should be the next 1 - 2 weeks

Lord, either way the current price is pretty decent ;)

"Swissy - with £20m -£25m EBITDA on a multiple of 12.7 thats £250m-£300m market cap, or £2 to £2.50 per share, assuming no dilution, which is unlikely to happen."

Lord, it will be $20m from 4 wells so that is £16.2m giving market cap at 12.7 of £205m or 158pps. (taking current exchange rate and number of shares in circ.)

Swissy ... yes no idea on that ... just going by possible dividend and using your two figures. Those SP figures are for the end of 2025 if they have four wells producing at Rudyard.

Swissy ... I was looking at it in a different way which is a lot more conservative than the figures you mentioned.

I was looking at it through dividends - a good dividend for a company is 7% on a share so the SP would be 14x more than the dividend. So that gives 70pps on 5p dividend and 140pps on 10p dividend on Rudyard alone.

Using either of your figures gives 184 - 215pps on the Rudyard $20m production (by end of 2025)

"I really don't care who is selling , it is irrelevant."

Well said .... the patient have bought in for 6 - 12 months minimum ... it doesn't matter who is selling with that mindset ... I also do not care about short term SP movement ... the only ones who seem to care are the ones trashing and judging the company and ignoring the MUCH bigger picture but they won't be here when this is producing (they will be sat waiting for HE1 to get a licence as another few billion shares are placed).

That new interview is a bit annoying as the interviewer wasn't getting it ... "Why are you drilling more wells ... why not go into production" - he didn't seem to realise that each of those wells add $4m per year to revenue.

Spot on LordWM

"IHNC, it's a real shame but I had to follow your advice and follow suit."

Pol, I have no problem with a different viewpoint than I have on a company as someone could have noticed something and it could make me look again at the investment and it is always good to be aware of all risks.

TheOfficeCat just trashed HEX all the way along and is clearly one of those that thinks that there is only room for one Helium company. I have never understood that feeling as it's not like the are two shops on the same street selling the same thing. They each have risks and rewards and for me, having seen a lot of companies who have good assets fail as they are in the middle of nowhere, HE1 is one I would not invest in. As for Bagzzzz, he can't be more than 15 as he sure doesn't act like it. Just smug stupid comments and the continual use of certain words like he is trying to sound like he knows what he is talking about.

Both of them best put on filter as they are here to attack and undermine and not debate.

All the little green boxes popping up ... "like voices from a rubbish bin" :)

Cat and Bagzzzz make snidey remarks but their history is easy to track on here and both and abject failures. EAU is a fraction of what it was when Cat piled in and Bagzzz must be in the same shape with PREM.

They have to obsess over something other than their obvious failure but it is so pitiful. Shame they can't act like men and own up to their clear inadequacies. I put them on filter long ago and this board is so much better with their BS filtered :)