Member Info for JC01

Without doubt potential suitors will be monitoring us. That’s what Spickelmier’s expertise is there to do and develop these opportunities .

Normally they will want to see production flowing , stable and derisked then will pay a premium for revenue production.

IMO we are at least a year away from that but who knows with Inez data, hydrogen potential, resource upgrade, revenues secured , production ramp up and Middle East disruption we might get an early pre-emptive offer sooner

The trailer acquisition signals operational readiness for helium sales de-risking logistics and should boost investor confidence in near term cash flow. Typically lifts stock prices for pre-revenue juniors like HEX.

AIM stocks often gap 10-30% on such milestones as it shifts the narrative from exploration to production ramp up.

The trailer lease is cheap vs NPV of HEX and aligns with elevated spot prices. De- risks Capex.

HEX mkt cap is low vs peers . Continued news and confirmation of first BOL will see steady rerate as any future dilution fears reduce.

High likelihood there will be selling into recent strength of SP.

Classic early production helium project sequence. Drill/ test wells, install modular processing, certify product spec, secure offtake, and truck product.

No further delays flagged so far so we should expect market update on first gas quality soon.

Offtake. Still active talks with multiple buyers. Deals finalized post production start. This avoids commitment before flow assurance. BO already emphasised the importance of this.

Cash hits once first trailer bill-of-lading issued .Likeky early Q2 2026 if PSA startups on plan.

Mojtaba Khamenei to succeed his father as Iran’s supreme leader.

Hardliner like his father, groomed for security/military coordination with IRGC to continue the war for continuity in hawkish stance.

Likely to prioritise regime survival amid widespread consensus on his repressive record.

Prolonged outage of 4-8+ weeks scenario.

Qatar’s 30-35% of global helium output can’t be fully replaced by US, Russia, Algeria, or Canada spare capacity.

As a Historical precedent Qatar’s 2017 helium plant closure (25% global supply) doubled prices within a month as stocks depleted.

Currently Linde, Air Liquide and other Tier1 have already imposed surcharges and allocations beyond inventories, force majeure spreads, forcing semiconductor/MRI users to bid aggressively.

-2-4 weeks already highlighted spot price increase 35-50% as inventory draws down.

-4-8 weeks +50-100% as global shortage bites.

-8+ weeks + 100-200% as rationing occurs and contracts default

Deluded if you think this miserable business making £5m Pa at best can double its market cap.

Nobody buying this business and the strategic review just another smokescreen to over inflate its value 🙈

Blatav,

Good info.

Well worth a listen the webinar for the outlook for Helium this year from Industry experts who actually know what they are talking about.

These are exceptional results and despite the strong SP rise , which only reflects the progress of the business , this correction is just sell on the news mentality.

This is typical of a “3 day delay” after an RNS, referring to that typical behavioural pattern whereby the first couple of days are dominated by profit‑taking and position clean‑up while the content is digested, and only after 3 sessions do we see where the stock actually wants to settle once the RNS and results have really sunk in.

This will soon continue its steady upwards progress.

Correct but they don’t tell you who just that they have received notification for how many and at what price. The January one is a drop in the ocean

Not certain how warrants can be running in the background ? Don’t understand what is being said on that group.

When warrants are exercised, HEX issues an RNS. Last one late January for 250k shares @ 10p

After Monday’s RNS I was hoping we were going to see the “3 day delay” after an RNS, referring to that typical behavioural pattern whereby the first couple of days are dominated by profit‑taking and position clean‑up while the content is digested, and only after 3 sessions do we see where the stock actually wants to settle once the RNS has really sunk in.

After yesterday and today’s rise hopeful this is playing out. If so, progressive news over the next few weeks should see us moving from this range we’ve been stuck in. Catalysts :-

Offtake agreed ( Albeit pricing will be confidential )

Inez re-entry and finalised results ( Hydrogen potential poss JV and platform for resource upgrade )

2025 Accounts (Will indicate cash at bank)

AGM ( 2026 Strategic Plan. How many more wells ? Self funded? Ambition to monetise Rudyard ? Ingomar mothballed ? )

In practice, HEX at 5.0 purity is “good enough” for almost all industrial, analytical, and many medical/tech uses, with only the very top end semiconductor and research markets typically demanding 5.5–6.0.

Random,

Agree.

Amazing how it can get so messed up from the excellent progress up until June 25. Got too clever. Had a clear fundraise plan to accelerate to 5 wells . Should have kept it simple with the helium plan and delivered production with that £4.5m which it was raised to do. Inez been an unmitigating balls up lasting more than 8 months and still not finalised.

Dreadful comms and missed timelines . Every time leaving more questions than answers killing any SP momentum. We’re now going to drift for weeks and months. The Market Cap already sits at 4 wells in full production ie £12m revenue X 4 = £48m !!!

The BOD taking loyal private investors for mugs

I want what Laffer is smoking 🤪

SMALL CAP MOVERS: London BTC launches gold hedging strategy

There are few storytellers and yarn spinners as deft as the small cap market's perennial dealmakers. 

For every cycle, trend and fad, some closely followed execs tend to find an angle for the small cap investment audience.

So it is then, that as gold smashes through $5,000 an ounce and Bitcoin remains 'off the boil', that David Lenigas presents an opportunity and a hedge for shareholders in his vehicle the London BTC Company.

London BTC #BTC on Friday announced it had picked up options over gold tenements in Western Australia, giving it a chance to acquire acreage hosting the historic Chance gold mine. 

At the same time, the small cap firm (valued at around £9.5 million currently) said it would potentially also set up a special purpose vehicle in the US to acquire gold resource assets there too, alongside possible expansions to bitcoin mining operations.

'We like Bitcoin and we like gold, and by linking the two we feel we could create a very exciting platform for growth,' Lenigas explained cogently via RNS.

With an eye to future dealmaking, Lenigas added: 'Great gold tenements can be run up the value curve and either developed or sold, and these funds could be used to make us bigger in Bitcoin much quicker.'

Evidently, investors following the shares may not have been massively wowed, partly because a move like this had been flagged in November.

You can’t make it up . Well you can obviously 🙈

Beerhunt,

The mugs will just keep buying as Boom fiddles and burns.

The SP increase last year was nothing to do with the fundamentals of the business . It was a speculative punt on another false sale rumour put out by the Company and strategic review.

Guess what ? None of that 🐂💩 happening so all the trading speculators cashing in and them poor ponzi saps who bought in last left holding the losses. And no g’tees they will return in April. There is no sale and the strategic review won’t be worth the paper it’s written on.

So you’re now left with a hugely overvalued tinpot podcaster making a few million a year with limited growth potential. Won’t be long b4 it’s mid £4 if you’re lucky as the rats jump overboard 🤪🤯🙈😂

Terry,

It’s so obvious to anyone with an ounce of business acumen.

Old Randall didn’t even hang on for a year as the Maverick deal closed mid March 25. What use would he have been for a few months 😝. He took one look at the crook Hutson and told Maverick let’s get the f..k out of this asap and at any cost 🙈

Terry,

RNS released at 9.30pm re the departure of Randall Wade.The snake oil salesman so sneaky released on a Friday evening . The telling thing is EIG have sold down to under 10% clearly at a loss as the Maverick deal was struck at circa $16.35 to get their money and see no future in DEC.

Clear as day Maverick were desperate to get rid of the assets as was Hutson desperate to get the deal at any price to shareholders to once again divert the market by another acquisition. EIG now happy to sell at a loss to the original strike price to dump DEC shares off their books and get away from Hutson.

DEC has become a giant Ponzi scheme of acquisitions and debt. LTH’s turn the lights off once the final pigeons come home to roost. Trouble is Hutson is going to keep pulling the wool over new investors eyes dragging them in with the usual hope of jam tomorrow. Sadly you can fool investors all of the time.

Looks like $2.91 cad close £1.56

Should be a nice open Monday

Terry,

Well said but we’ve been saying it for years . Maybe even the blind starting to realise there is no future in this business regardless of the acquisitions , buy backs, dividends, US primary listing and short lived SP bounce on results.

Rusty used everything in his corporate armoury to shift the cover up of his dreadful management and shady acquisitions paid for by shareholder dilution. His smoke and mirrors now coming back to haunt him and long suffering shareholders.

Sadly nobody will get rid of him as all the advisers are just as corrupt with their snouts in the DEC trough and just keep milking the gravy train of his ego .