Member Info for JohnHenry

Pubcrawl i have considered Helium concentrations flow rates at both Rukwa ( Artifical Lift) and Rudyard thats how a got the revenue numbers using Helium price. $500 Mcf/d

All the numbers have come from RNSs AGM.

I am simply comparing two companies ( using known figures) in the same Helium Space for me i need to know over the next 5 years which company will give the best return and pay dividends.

Excellent post politikos.

At present the Market appears fixated with Ingamar Dome with the company making Commercial Discovery at Rudyard not even being considered.

Imho if Ingamar Dome comes in non Commercial i can see a SP below IPO even given the Rudyard CD.

Crazy

And Now HEX Rudyard commercial discovery for just one well

Conservative flow rate of 2000 Mcf/d giving annual revenue $4M

ill use 50% margin again however HEX will have a higher margin than HE1 as the infrastructure, Transport Overtake etc is all on its doorstep.

On a 50% Margin one well will give $2M profit annual profit 5 wells giving $10M annual profit

Development cost $12M meaning this development could payback the debt in 12-18 Months. Then onto dividend payments.

My conclusion on a 5-10 year investment timeline HEX is by far the more economic, return on capital. Possible dividends in less than 2 years

If we go out further beyond 10 Years then i favour HE1 as they have the vast resource.

This is just Rukwa and Rudyard.

HE1 also have the US galactica projext and HEX have Ingomar Dome

Away from open hole data HE1 have said they can make the discovery commercial via artificial Lift

6176 scf/d 6.176 Mcf /d was quoted in the RNS @ $500 Mcf Helium Price giving an annual revenue of $1,127,126

As a stand alone well still No commercial however a 20-30 well development would give Annual Revenue of

$22,542,540. 20 wells $ 33,813,780 30 wells

Development Cost from AGM $75 - $100M

As of yet We haven't a Scooby on the Operating costs, Processing, Artificial lift Transportation etc

Lets give a very generous 50% Margin so thats gives a profit of

$11,271 270 for 20 wells

$16,896,690 for 30 wells

I respect that these numbers could be higher or lower however we can appreciate that this debt with compound interest will take 10 -15 years to pay back once in full development.

Then we have how long will a full 20-30 well development take i would say at least 3 years.

i appreciate the Feasibility study will gives us all the info however as an investor i need to know possible numbers

And Now HEX Rudyard commercial discovery for just one well

Conservative flow rate of 2000 Mcf/d giving annual revenue $4M

ill use 50% margin again however HEX will have a higher margin than HE1 as the infrastructure, Transport Overtake etc is all on its doorstep.

On a 50% Margin one well will give $2M profit annual profit 5 wells giving $10M annual profit

Development cost $12M meaning this development could payback the debt in 12-18 Months. Then onto dividend payments.

My conclusion on a 5-10 year investment timeline HEX is by far the more economic, return on capital. Possible dividends in less than 2 years

If we go out further beyond 10 Years then i favour HE1 as they have the vast resource.

This is just Rukwa and Rudyard.

HE1 also have the US galactica projext and HEX have Ingomar Dome

Away from open hole data HE1 have said they can make the discovery commercial via artificial Lift

6176 scf/d 6.176 Mcf /d was quoted in the RNS @ $500 Mcf Helium Price giving an annual revenue of $1,127,126

As a stand alone well still No commercial however a 20-30 well development would give Annual Revenue of

$22,542,540. 20 wells $ 33,813,780 30 wells

Development Cost from AGM $75 - $100M

As of yet We haven't a Scooby on the Operating costs, Processing, Artificial lift Transportation etc

Lets give a very generous 50% Margin so thats gives a profit of

$11,271 270 for 20 wells

$16,896,690 for 30 wells

I respect that these numbers could be higher or lower however we can appreciate that this debt with compound interest will take 10 -15 years to pay back once in full development.

Then we have how long will a full 20-30 well development take i would say at least 3 years.

i appreciate the Feasibility study will gives us all the info however as an investor i need to know possible numbers

I appreciate these numbers are raw data and there will be AL at IW1 and a closing of chole settings at Darwin 1

i will post the projected numbers in a follow up post.

For the record prior to the Hex Darwin 1 well results and the HE1 AGM i held 50/50

after reviewing all the Dev costs, annual revenue, pay back etc i hold 90/10 in favour of Hex

Imho Retail are simply looking at Helium concentrations Rukwa 5.2% Helium concentration against Rudyards 1.1%

However if you look at the flow rates HE1 IW1 well flowed 834 scf/d HEX Darwin 1 well flowed 4500 Mcf/d

or 4,500,000 scf/d.

HEX well flowed 5000 X of the HE1 well against He1 Helium concentration of 5X over HEX

CONCLUSION Hex darwin 1 well will generate 1000 X the revenue as HE1 IW1 well

Peakybrum the raw data numbers do not Lie and these are the raw data numbers taken from the well results RNS from both companies

I appreciate these numbers are raw data and there will be AL at IW1 and a closing of chole settings at Darwin 1

i will post the projected numbers in a follow up post.

For the record prior to the Hex Darwin 1 well results and the HE1 AGM i held 50/50

after reviewing all the Dev costs, annual revenue, pay back etc i hold 90/10 in favour of Hex

Imho Retail are simply looking at Helium concentrations Rukwa 5.2% Helium concentration against Rudyards 1.1%

However if you look at the flow rates HE1 IW1 well flowed 834 scf/d HEX Darwin 1 well flowed 4500 Mcf/d

or 4,500,000 scf/d.

HEX well flowed 5000 X of the HE1 well against He1 Helium concentration of 5X over HEX

CONCLUSION Hex darwin 1 well will generate 1000 X the revenue as HE1 IW1 well

And HEX Rudyard are leagues apart HE1 25- 30 wells $75-$100M to give $30M in annual revenue HEX 5 wells around $12M to deliver $20M annual revenue

And if HEX can increase the initial production flow rate from a conservative initial 2000 Mcf to 3000 Mcf thats $30M annual revenue.

Open hole flowed 4500 Mcf

And HEX are leagues apart HE1 $75-$100M to give $30M in annual revenue HEX around $12M to deliver $20M

And if HEX can increase the flow rate to 3000 Mcf thats $30M annual revenue

Bigbench Bear Markets price in the bad news ignore the good news.

Its all about the negative.

Surprised to see the Market drop the price below the Darwin discovery news

Gladiator63 its called a Bear Market and this current one is savage.

AIM is still in a Multi year Bear Market- 44 Months

Companies delivering excellent news just gets sold off.

AIM as an Investment market is all but dead and needs to be scrapped Its been one massive failure in its 28 year history.

A 1/4 of the Number companies now listed from its peak.

Hex market at present has an abundance of supply just gotta clear the sellers.

Central great leverage for the company to get a better gas price from the Cas facility

Until they get a higher gas price from their Cas facility they can put capital to work at Central where they get 3 times the return

Hex a slower burner are you having a laugh probably the faster burner on AIM.

One Commercial discovery plus a Helium Hydrogen discovery awaiting stimulation and flow in 8 months

Rudyard in production 2025