Member Info for JC01

master****,

nice rebound start to the week . i think not . down 4% and sinking fast. realisation of this overinflated valuation setting in. maybe they need a strategic review of the strategic review to get the mugs buying in again. how about a strategic name change to “audiohype” 😂 you w⚓️

Masterbate,

Oh dear hit a nerve did we with the truth.

You boys love getting excited over the dollar numbers because they make it look better 🤪. Everyone jerking off over an EBITDA OF £3.8m after all these years. Even after dropping like a stone these last 2 days a market cap of £120m on a PE of 32 is dumb. You’d think it was some high growth tech stock rather than a few podcasts that’s now operating in lower yield video and UK inventory, which raises questions about mix and sustainable margin per impression.

The market is now rotating from a pure hyped sale trade to debating the quality of growth, cash generation and what the eventual outcome of the long drawn out strategic review will be. Already dragging it out to April. Nobody will buy it. It just doesn’t have the capacity for meteoric growth. We’ve seen it all before with Candy and his overinflated opinion of this business and crooked shenanigans. The rats have started jumping ship and there will be more to go in the first quarter. Get a lifeboat quick 😝🙈

The market knows this business has been hyped up once again by Management with falsehoods of a sale and a strategic review . They sneak out alongside the results that the strategic review will get completed by April and you mugs keep believing their 🐂💩. How long does a strategic review take on a timpot podcaster making a few million pound. This isn’t worth £5 a share let alone a premium of £20. Get used to the share price haemorrhaging lower and lower now the cat’s out the bag as everyone knew it was all smoke and mirrors to get the SP up 😂🙈

Terry,

I check in now and again to see how this old dog is doing and as always the value destruction doesn’t disappoint 😝.

I think you’ve forgotten they dished out another 3.4m shares for the Carlyle/ Canvas deal which closed end this year.

Keep the faith . Hopefully you’ve been gradually selling down from this miserable business. Looks like you’ve still got all the cheerleaders here keep believing one day they might get their money back . January 25 £14 per share . We said it would never recover and it hasn’t 😂🙈

In addition to the agreed price an initial $248 million payment and the balance due within 30 days, backed by an irrevocable letter of credit.

There is an additional contingent consideration of up to $10 million, dependent on Seplat’s share price performance over the next six months, which is not always mentioned in short “breaking news” summaries.

Correct.

He resigned in 2012

For anyone who doesn’t know about Sirius Minerals.

Retail investors, numbering over 85,000, suffered massive losses, with many losing pensions or life savings as shares plummeted from highs above £2 billion market cap. Criticism targeted management for repeated fundraising without securing full financing.

Anglo American rebranded it the Woodsmith Project, investing further but later reassessing timelines, costs, and removing the original leadership.

Highlights the risks in junior mining ventures reliant on debt markets and equity dilution. Buyers beware.

At last somebody waking up to the Audioboom con again.

Nobody buying this tin pot operation

Nobody paying a premium

Strategic review achieves nothing

Merry Christmas 😂

Hey boys,

How’s the sale and strategic review coming along? I’m surprised nobody bought this tin pot outfit yet 😂

Don’t worry you’ll soon be able to buy more in the 3’s once they have to announce nobodies interested like last time 🙈

Kaeren,

Obviously you don’t understand grown up investor conversations on Telegram .

Stay on LSE with the cheerleading LSE baby keyboard warriors who have zero understanding how businesses and the market operate.

JH,

I’m an investor and sizeable shareholder. Not a cheerleader or excuse maker.

AIM is a graveyard of failed businesses and overpromised underdelivered projects. The market doesn’t accept missed targets. She is a much harder task master than us and our money suffers in the profit cycle. Investor momentum has been lost.The SP has languished under 30p for too long due to these delays and have a compounded knock on effect into well 5 and the delayed resource report impacting the market cap.,

My comments reflect what has been achieved and what has not so far after the fund raise and as shareholders we should keep the BOD accountable. That’s what they are paid to do

Kaeren,

We need to see a clear strategic path to rapid revenue optimisation.

Up until June HEX had exceeded all expectations with phenomenal delivery. The June fund raise strategically was excellent bringing Drachs in and supposedly accelerating 2 extra wells with 5 in production by year end to then bring full production on board a year earlier.

We are now looking at the soft start of one well by year end and whilst still a great achievement the delivery versus expectation these last 5 months has been disappointing as an investor. Thanksgiving Thursday and got a horrible feeling no news till next week.

I’m hoping we have some exciting plans to really kick on in 2026. For me just another 4-5 extra wells next year isn’t going to push the SP significantly higher. Helium must be the primary revenue focus as hydrogen is a longer , higher risk , higher capital intensive investment for HEX.

No heresy just a grown up investor conversation

Acc,

Like you I’m with you on both .

IMO Mtl is a year off .

I’m significantly more invested in HEX

Just my opinion

Reg,

They’ll be saying buy buy buy . Great opportunity . Everything is rosy . Kick out any dissent . Keep fiddling as Hamak burns. They should ditch strategy . They don’t have one . What a load of dog 💩 this has become

Https://edition.cnn.com/2025/11/19/tech/nvidia-earnings-ai-bubble-fears

Just what the market needed . Hopefully steadies market nerves

Kaeren,

I would love to be a fly on the wall of Keith Spickelmier’s office . He has all the experience and contacts in the Energy Industry for a JV and or future sale when the time is right.

As we know the potential here is huge and only a matter of time and patience before all becomes strategically very clear.

Personally I hope they accelerate 2026 rather than just self fund another 4/5 wells. However BO knows the right route to maximise shareholder value .

Ezhic,

Do some research before highlighting supposed single point of failure. You think BO doesn’t know his stuff !!

The PSA HEX got has had an average 98.5% uptime over about 7 years of prior operation.It’s only 7–8 years old.The refurbishment Wikota completed is extensive, making the plant’s reliability and performance close to new and executed to high industry standards. Key components and systems are evaluated, repaired, or replaced as necessary to restore the plant to excellent working condition. And as for not being able to handle early ramp up :-

PSA capacity: 48,000 Mcf helium Pa

-Estimated daily helium per well: 30-50 Mcf helium

-Can easily handle 12-20 wells, depending on individual well flow rates and modular expansion.

This capacity aligns well with HEX’s production goals and reservoir size. Supports robust early stage cash flow and potential field expansion.

Let me save you time and summarise

Between now and 2030, helium markets are forecast to see strong demand and growth . Especially by semiconductors, medical, and scientific uses.

New production sources may relieve shortages but face technical and geopolitical obstacles. Supply/demand balance is likely to remain tight, with regional volatility and price sensitivity elevated for the foreseeable future.

Hamilton,

Pure speculation .

Fund raise in June was £4.5m nearly $6m to drill 2 new wells

Well cost stated $1.3m and it won’t cost as much as that to re-enter Inez. BO too smart and cost conscious to mess his funding needs up

Res,

Whilst the hydrogen adds a multi dimensional aspect to HEX this is at least 12-24 months away b4 we see any revenue generation.

The interview and fundraise were very exciting to accelerate Well production. Whilst we will see production by the year end the disappointing aspect over the last 5 months is that rather than accelerate Well production it has significantly slowed. Inez won’t be producing fully until January and no date or location for Well 5 which was all part of the fund raise to accelerate self funding into more wells in 2026.

I’m taking nothing away from the phenomenal job done here but these well delays, no updated resource report , delayed offtake and no plan for 2026 and beyond yet have made a big dent in the momentum of the SP and that’s why we are invested here because of the opportunity and the speed of delivery which has slowed.

I’m hoping it’s all been for a reason in the overall scheme of things and all will become clear once in production. There are high expectation here that once in production all of a sudden the SP is going to blast through the 30’s. Sadly I’ve seen too often on AIM that investors have been disappointed that these expectations are not achieved.

For the record I am heavily invested in the success of HEX.